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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.
The Information contained within the website of COALspot.com is intended for informational purposes only and is not intended as professional counsel and should not be used as such.
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Wednesday, 02 September 20
INDONESIA COAL PRICE REFERENCE DIVES FURTHER IN SEPTEMBER DUE TO SUBDUED DEMAND & GLOBAL OVERSUPPLY
Subdued demand & global oversupply pushed down this month's HBA
COALspot.com: The Indonesia Coal Price Reference ...
Tuesday, 01 September 20
WHY INDIA CAN'T MATCH THE GULF REGION'S RECORD-LOW SOLAR TARIFFS - IEEFA
5-10% annual decline in tariffs estimated for the next decade
A number of countries in the Gulf region have set record-low prices for solar in ...
Tuesday, 01 September 20
COVID-19 PUSHES US LNG INTO A TIGHT SPOT - DREWRY
The pandemic-led weak projections for economic growth will derail US LNG exports in full-year 2020 with the country also losing ground in the long ...
Monday, 31 August 20
DEFECTIVE PASSAGE PLANNING: UNSEAWORTHINESS OR A NAVIGATIONAL DECISION? THE CMA CGM LIBRA QUESTION SAILS ON TO THE UK SUPREME COURT - GARD
KNOWLEDGE TO ELEVATE
The UK Supreme Court has granted leave to appeal the recent decision in Alize 1954 v Allianz Elementar Versicherungs AG ( ...
Sunday, 30 August 20
PANAMAX - THIS WEEK THE DEMAND HAS PICKED UP, BUT THE TONNAGE LIST IS INCREASING DAY BY DAY - FEARNLEYS
Cape Size
More or less flat from previous week, with cape rates moving from US$ 19,500 to 18,900 on average. West Australia however being more ...
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- Latin American Coal - Colombia
- Indika Energy - Indonesia
- Global Coal Blending Company Limited - Australia
- Timah Investasi Mineral - Indoneisa
- Minerals Council of Australia
- Sakthi Sugars Limited - India
- San Jose City I Power Corp, Philippines
- The University of Queensland
- Globalindo Alam Lestari - Indonesia
- ASAPP Information Group - India
- SMG Consultants - Indonesia
- SMC Global Power, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Chettinad Cement Corporation Ltd - India
- Thai Mozambique Logistica
- Toyota Tsusho Corporation, Japan
- Thiess Contractors Indonesia
- Meralco Power Generation, Philippines
- Gujarat Sidhee Cement - India
- Bhushan Steel Limited - India
- Eastern Energy - Thailand
- PetroVietnam Power Coal Import and Supply Company
- Independent Power Producers Association of India
- The State Trading Corporation of India Ltd
- Savvy Resources Ltd - HongKong
- Uttam Galva Steels Limited - India
- ICICI Bank Limited - India
- McConnell Dowell - Australia
- Parry Sugars Refinery, India
- Alfred C Toepfer International GmbH - Germany
- Directorate Of Revenue Intelligence - India
- Mercuria Energy - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Mjunction Services Limited - India
- PTC India Limited - India
- Attock Cement Pakistan Limited
- Pipit Mutiara Jaya. PT, Indonesia
- The Treasury - Australian Government
- New Zealand Coal & Carbon
- Malabar Cements Ltd - India
- GAC Shipping (India) Pvt Ltd
- Altura Mining Limited, Indonesia
- Oldendorff Carriers - Singapore
- Tata Chemicals Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Madhucon Powers Ltd - India
- Anglo American - United Kingdom
- PowerSource Philippines DevCo
- GN Power Mariveles Coal Plant, Philippines
- PNOC Exploration Corporation - Philippines
- Ind-Barath Power Infra Limited - India
- Xindia Steels Limited - India
- Lanco Infratech Ltd - India
- Riau Bara Harum - Indonesia
- GVK Power & Infra Limited - India
- Ambuja Cements Ltd - India
- Borneo Indobara - Indonesia
- Star Paper Mills Limited - India
- Antam Resourcindo - Indonesia
- Deloitte Consulting - India
- Indogreen Group - Indonesia
- Therma Luzon, Inc, Philippines
- Essar Steel Hazira Ltd - India
- Port Waratah Coal Services - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bharathi Cement Corporation - India
- VISA Power Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Sical Logistics Limited - India
- Iligan Light & Power Inc, Philippines
- Eastern Coal Council - USA
- Cigading International Bulk Terminal - Indonesia
- European Bulk Services B.V. - Netherlands
- Indian Oil Corporation Limited
- Standard Chartered Bank - UAE
- Grasim Industreis Ltd - India
- LBH Netherlands Bv - Netherlands
- Mercator Lines Limited - India
- Orica Australia Pty. Ltd.
- Straits Asia Resources Limited - Singapore
- Jaiprakash Power Ventures ltd
- Coastal Gujarat Power Limited - India
- Indian Energy Exchange, India
- Planning Commission, India
- OPG Power Generation Pvt Ltd - India
- Agrawal Coal Company - India
- Makarim & Taira - Indonesia
- Manunggal Multi Energi - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Power Finance Corporation Ltd., India
- Larsen & Toubro Limited - India
- White Energy Company Limited
- CIMB Investment Bank - Malaysia
- Karaikal Port Pvt Ltd - India
- Marubeni Corporation - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- South Luzon Thermal Energy Corporation
- Sinarmas Energy and Mining - Indonesia
- Rio Tinto Coal - Australia
- Central Electricity Authority - India
- International Coal Ventures Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Coal and Oil Company - UAE
- Bukit Makmur.PT - Indonesia
- Vedanta Resources Plc - India
- Sojitz Corporation - Japan
- Kumho Petrochemical, South Korea
- Goldman Sachs - Singapore
- Chamber of Mines of South Africa
- Electricity Generating Authority of Thailand
- Pendopo Energi Batubara - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Sarangani Energy Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- Baramulti Group, Indonesia
- Leighton Contractors Pty Ltd - Australia
- Medco Energi Mining Internasional
- Metalloyd Limited - United Kingdom
- Kobexindo Tractors - Indoneisa
- Neyveli Lignite Corporation Ltd, - India
- Bayan Resources Tbk. - Indonesia
- Petron Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Bhatia International Limited - India
- Rashtriya Ispat Nigam Limited - India
- Karbindo Abesyapradhi - Indoneisa
- AsiaOL BioFuels Corp., Philippines
- CNBM International Corporation - China
- Tamil Nadu electricity Board
- Simpson Spence & Young - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ministry of Finance - Indonesia
- Coalindo Energy - Indonesia
- Heidelberg Cement - Germany
- India Bulls Power Limited - India
- Parliament of New Zealand
- Samtan Co., Ltd - South Korea
- Barasentosa Lestari - Indonesia
- GMR Energy Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Kartika Selabumi Mining - Indonesia
- Siam City Cement - Thailand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Wilmar Investment Holdings
- London Commodity Brokers - England
- Edison Trading Spa - Italy
- Georgia Ports Authority, United States
- Directorate General of MIneral and Coal - Indonesia
- Australian Coal Association
- Asmin Koalindo Tuhup - Indonesia
- Bulk Trading Sa - Switzerland
- Global Business Power Corporation, Philippines
- Electricity Authority, New Zealand
- Carbofer General Trading SA - India
- Interocean Group of Companies - India
- Aditya Birla Group - India
- Vizag Seaport Private Limited - India
- MS Steel International - UAE
- Billiton Holdings Pty Ltd - Australia
- Siam City Cement PLC, Thailand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Economic Council, Georgia
- Kaltim Prima Coal - Indonesia
- Intertek Mineral Services - Indonesia
- Binh Thuan Hamico - Vietnam
- Ceylon Electricity Board - Sri Lanka
- IEA Clean Coal Centre - UK
- Romanian Commodities Exchange
- Aboitiz Power Corporation - Philippines
- Jindal Steel & Power Ltd - India
- Trasteel International SA, Italy
- Formosa Plastics Group - Taiwan
- SN Aboitiz Power Inc, Philippines
- Kepco SPC Power Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- TNB Fuel Sdn Bhd - Malaysia
- Semirara Mining and Power Corporation, Philippines
- Bangladesh Power Developement Board
- Ministry of Transport, Egypt
- Price Waterhouse Coopers - Russia
- Singapore Mercantile Exchange
- Indo Tambangraya Megah - Indonesia
- Merrill Lynch Commodities Europe
- Sindya Power Generating Company Private Ltd
- Wood Mackenzie - Singapore
- Energy Link Ltd, New Zealand
- Indonesian Coal Mining Association
- Banpu Public Company Limited - Thailand
- Maharashtra Electricity Regulatory Commission - India
- Sree Jayajothi Cements Limited - India
- Orica Mining Services - Indonesia
- TeaM Sual Corporation - Philippines
- Cement Manufacturers Association - India
- IHS Mccloskey Coal Group - USA
- Australian Commodity Traders Exchange
- Semirara Mining Corp, Philippines
- Central Java Power - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Africa Commodities Group - South Africa
- Ministry of Mines - Canada
- Bukit Baiduri Energy - Indonesia
- Dalmia Cement Bharat India
- Meenaskhi Energy Private Limited - India
- Mintek Dendrill Indonesia
- Energy Development Corp, Philippines
- Renaissance Capital - South Africa
- Gujarat Electricity Regulatory Commission - India
- Videocon Industries ltd - India
- Posco Energy - South Korea
- Commonwealth Bank - Australia
- Maheswari Brothers Coal Limited - India
- Salva Resources Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Kideco Jaya Agung - Indonesia
- Global Green Power PLC Corporation, Philippines
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