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Wednesday, 15 September 21
MARKET INSIGHT - INTERMODAL
 Following the oil price sell off during most of August, partly triggered by oil demand fears amid the delta COVID variant, oil prices have resumed their upward trend since August 20th.
Brent futures have been trading higher over the past couple of weeks, with hurricane Ida idling US Gulf oil production and providing support. In addition, traders saw a buying opportunity following the OSP price cuts into Asian refineries. Positive news on Covid developments and also Chinese data suggesting crude oil inventories stand at the lowest level since June 2020 are also interpreted as bullish for oil consumption and economic momentum ahead.
Numerous countries in Asia Pacific are easing certain Covid-19 restrictions, such as Thailand, New Zealand and Hong Kong, while the South African variant slowed in August according to scientists, all supporting oil demand expectations. Generally, Europe has emerged as a “center of strength” for road fuels demand as the economies opened during the summer period, where people have naturally used more road transportation vs air during the travel season. Nevertheless, according to real time traffic data, European road fuels demand dropped by around 5% or 3-400,000 bpd m/m in August that had a slow start, from the recent peak in July. However, recent news are positive for Brent as European traffic has been picking up by two percent over the past two weeks. Overall, global road traffic congestion levels continue to pick up over the past two weeks, a trend that has emerged since mid-August. Robust gasoline demand and low inventories in both sides of the Atlantic Ocean also lend support to light-sweet crude benchmarks such as Brent.
Additionally, we have noted that the Chinese crude imports rose to a five-month high of 10.5 million bpd in August, driven by state backed oil refineries. The question is whether this trend in China’s crude imports will remain upwards in the coming months. That is a difficult question to answer, as it also depends on government policies on quotas and use of strategic reserves, as per analysts’ consensus.
The Asian market seems to have the potential for an increase in crude oil imports from Middle East as OPEC+ releases production, while US crude oil production is lagging behind along with refinery activity after the recent hit of Hurricane Ida. The hurricane Nicholas following this week is yet to show its effect, but overall it looks like the oil supply tightness in the West is exacerbating, which increases the call on OPEC+ to satisfy rising crude oil demand projected through the 4th quarter of the year.
By Apostolos Rompopoulos,
Tanker Broker
Compiled by:
Intermodal Research & Valuations
Analysts:
Yiannis Parganas
Tamara Apostolou
Disclaimer and legal disclosure: For any further queries please do not hesitate to contact our Research & Valuations Department. The information contained in this report has been obtained from various sources, as reported in the market. Intermodal Shipbrokers Co. believes such information to be factual and reliable without making guarantees regarding its accuracy or completeness. Whilst every care has been taken in the production of the above review, no liability can be accepted for any loss or damage incurred in any way whatsoever by any person who may seek to rely on the information and views contained in this material. This report is being produced for the internal use of the intended recipients only and no reproducing is allowed, without the prior written authorization of Intermodal Shipbrokers Co.
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Friday, 18 September 20
CHINA'S BENCHMARK POWER COAL PRICE EDGES UP - XINHUA
China’s benchmark power coal price rose slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge of ...
Thursday, 17 September 20
LAST HOPES FOR DEMAND GROWTH SET TO DISAPPOINT THERMAL COAL EXPORTERS - IEEFA
Asian thermal coal exporters are fighting an uphill battle even in new markets
The world’s largest thermal coal exporter is eyeing new m ...
Wednesday, 16 September 20
MARKET INSIGHT - INTERMODAL
Another active week in terms of SnP has concluded in the dry bulk market with a diversified array of transactions recorded. Despite the correction ...
Friday, 11 September 20
IMO 2020: A REVIEW OF THE TRANSITION TO VLSFOS - GARD
KNOWLEDGE TO ELEVATE
Many predictions were made in the run up to the imposition of the MARPOL 2020 sulphur cap, none of which was that the tra ...
Thursday, 10 September 20
U.S. COAL PRODUCTION IN 2020 TO BE 511 MMST, 28 PER CENT LOWER THAN IN 2019 - EIA
EIA expects total U.S. coal production in 2020 to be 511 million short tons (MMst), 194 MMst (28%) lower than in 2019. Mitigation efforts related t ...
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- Global Green Power PLC Corporation, Philippines
- Bhoruka Overseas - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Meenaskhi Energy Private Limited - India
- CIMB Investment Bank - Malaysia
- Oldendorff Carriers - Singapore
- Siam City Cement - Thailand
- Holcim Trading Pte Ltd - Singapore
- Chamber of Mines of South Africa
- Minerals Council of Australia
- Therma Luzon, Inc, Philippines
- Barasentosa Lestari - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Binh Thuan Hamico - Vietnam
- Wood Mackenzie - Singapore
- Coastal Gujarat Power Limited - India
- Kumho Petrochemical, South Korea
- Edison Trading Spa - Italy
- Baramulti Group, Indonesia
- Romanian Commodities Exchange
- Manunggal Multi Energi - Indonesia
- Australian Coal Association
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sree Jayajothi Cements Limited - India
- LBH Netherlands Bv - Netherlands
- Grasim Industreis Ltd - India
- International Coal Ventures Pvt Ltd - India
- Africa Commodities Group - South Africa
- Ambuja Cements Ltd - India
- CNBM International Corporation - China
- Directorate General of MIneral and Coal - Indonesia
- Electricity Generating Authority of Thailand
- India Bulls Power Limited - India
- IHS Mccloskey Coal Group - USA
- Bukit Makmur.PT - Indonesia
- Bhushan Steel Limited - India
- AsiaOL BioFuels Corp., Philippines
- Alfred C Toepfer International GmbH - Germany
- Coalindo Energy - Indonesia
- Ministry of Transport, Egypt
- Kartika Selabumi Mining - Indonesia
- Economic Council, Georgia
- Kapuas Tunggal Persada - Indonesia
- OPG Power Generation Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Dalmia Cement Bharat India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- The State Trading Corporation of India Ltd
- Bulk Trading Sa - Switzerland
- London Commodity Brokers - England
- Formosa Plastics Group - Taiwan
- Vedanta Resources Plc - India
- Wilmar Investment Holdings
- Indonesian Coal Mining Association
- Parliament of New Zealand
- Altura Mining Limited, Indonesia
- Thiess Contractors Indonesia
- Uttam Galva Steels Limited - India
- Mintek Dendrill Indonesia
- Bharathi Cement Corporation - India
- Central Electricity Authority - India
- Aboitiz Power Corporation - Philippines
- Meralco Power Generation, Philippines
- Kobexindo Tractors - Indoneisa
- Global Coal Blending Company Limited - Australia
- Malabar Cements Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Marubeni Corporation - India
- Videocon Industries ltd - India
- Orica Mining Services - Indonesia
- ASAPP Information Group - India
- Sarangani Energy Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- Tata Chemicals Ltd - India
- Semirara Mining Corp, Philippines
- Georgia Ports Authority, United States
- Makarim & Taira - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Antam Resourcindo - Indonesia
- The University of Queensland
- Australian Commodity Traders Exchange
- Offshore Bulk Terminal Pte Ltd, Singapore
- ICICI Bank Limited - India
- Sojitz Corporation - Japan
- Kaltim Prima Coal - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bukit Baiduri Energy - Indonesia
- Essar Steel Hazira Ltd - India
- White Energy Company Limited
- Kepco SPC Power Corporation, Philippines
- Central Java Power - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Eastern Coal Council - USA
- Neyveli Lignite Corporation Ltd, - India
- Commonwealth Bank - Australia
- Attock Cement Pakistan Limited
- Medco Energi Mining Internasional
- Jorong Barutama Greston.PT - Indonesia
- Deloitte Consulting - India
- Merrill Lynch Commodities Europe
- Petrochimia International Co. Ltd.- Taiwan
- Planning Commission, India
- Cement Manufacturers Association - India
- Parry Sugars Refinery, India
- Simpson Spence & Young - Indonesia
- Ind-Barath Power Infra Limited - India
- Heidelberg Cement - Germany
- SN Aboitiz Power Inc, Philippines
- Banpu Public Company Limited - Thailand
- PNOC Exploration Corporation - Philippines
- New Zealand Coal & Carbon
- Siam City Cement PLC, Thailand
- Bahari Cakrawala Sebuku - Indonesia
- GMR Energy Limited - India
- Vizag Seaport Private Limited - India
- Directorate Of Revenue Intelligence - India
- Coal and Oil Company - UAE
- San Jose City I Power Corp, Philippines
- GAC Shipping (India) Pvt Ltd
- Energy Link Ltd, New Zealand
- Mercuria Energy - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- MS Steel International - UAE
- Bayan Resources Tbk. - Indonesia
- Independent Power Producers Association of India
- Savvy Resources Ltd - HongKong
- Power Finance Corporation Ltd., India
- Kalimantan Lumbung Energi - Indonesia
- Toyota Tsusho Corporation, Japan
- Trasteel International SA, Italy
- Gujarat Mineral Development Corp Ltd - India
- Standard Chartered Bank - UAE
- Energy Development Corp, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- SMC Global Power, Philippines
- Metalloyd Limited - United Kingdom
- Goldman Sachs - Singapore
- Jaiprakash Power Ventures ltd
- Karaikal Port Pvt Ltd - India
- Electricity Authority, New Zealand
- Price Waterhouse Coopers - Russia
- Chettinad Cement Corporation Ltd - India
- Timah Investasi Mineral - Indoneisa
- Xindia Steels Limited - India
- Anglo American - United Kingdom
- Miang Besar Coal Terminal - Indonesia
- Ministry of Finance - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Madhucon Powers Ltd - India
- Thai Mozambique Logistica
- Krishnapatnam Port Company Ltd. - India
- Carbofer General Trading SA - India
- Interocean Group of Companies - India
- Indian Oil Corporation Limited
- Kideco Jaya Agung - Indonesia
- Indian Energy Exchange, India
- Lanco Infratech Ltd - India
- SMG Consultants - Indonesia
- Gujarat Sidhee Cement - India
- Mjunction Services Limited - India
- Tamil Nadu electricity Board
- Mercator Lines Limited - India
- Renaissance Capital - South Africa
- South Luzon Thermal Energy Corporation
- PTC India Limited - India
- GVK Power & Infra Limited - India
- Petron Corporation, Philippines
- Indika Energy - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Maheswari Brothers Coal Limited - India
- IEA Clean Coal Centre - UK
- Port Waratah Coal Services - Australia
- Billiton Holdings Pty Ltd - Australia
- Latin American Coal - Colombia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Orica Australia Pty. Ltd.
- Iligan Light & Power Inc, Philippines
- Pendopo Energi Batubara - Indonesia
- Singapore Mercantile Exchange
- GN Power Mariveles Coal Plant, Philippines
- Riau Bara Harum - Indonesia
- Jindal Steel & Power Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Salva Resources Pvt Ltd - India
- Eastern Energy - Thailand
- Globalindo Alam Lestari - Indonesia
- PowerSource Philippines DevCo
- Larsen & Toubro Limited - India
- The Treasury - Australian Government
- VISA Power Limited - India
- Agrawal Coal Company - India
- TeaM Sual Corporation - Philippines
- McConnell Dowell - Australia
- Aditya Birla Group - India
- Leighton Contractors Pty Ltd - Australia
- Sical Logistics Limited - India
- Posco Energy - South Korea
- Gujarat Electricity Regulatory Commission - India
- Samtan Co., Ltd - South Korea
- Sindya Power Generating Company Private Ltd
- Intertek Mineral Services - Indonesia
- Straits Asia Resources Limited - Singapore
- European Bulk Services B.V. - Netherlands
- Bangladesh Power Developement Board
- Ministry of Mines - Canada
- PetroVietnam Power Coal Import and Supply Company
- Asmin Koalindo Tuhup - Indonesia
- Star Paper Mills Limited - India
- Rio Tinto Coal - Australia
- Bhatia International Limited - India
- Ceylon Electricity Board - Sri Lanka
- Sinarmas Energy and Mining - Indonesia
- Sakthi Sugars Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Borneo Indobara - Indonesia
- Indogreen Group - Indonesia
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