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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, 29 July 20
2019 U.S. COAL PRODUCTION FALLS TO ITS LOWEST LEVEL SINCE 1978 - EIA
In 2019, U.S. coal production totaled 706 million short tons (MMst), a 7% decrease from the 756 MMst mined in 2018. Last year’s production wa ...
Wednesday, 29 July 20
MARKET INSIGHT - INTERMODAL
The dry bulk sector is beginning to recover from reduced SnP activity recorded in the first quarter of 2020. The table below illustrates that appro ...
Tuesday, 28 July 20
DEUTSCHE BANK TO END GLOBAL BUSINESS ACTIVITIES IN COAL MINING BY 2025 - REUTERS
Deutsche Bank, in a revamp of its policies for fossil fuels, said on Monday that it would end business activities worldwide related to coal mining ...
Monday, 27 July 20
IEEFA ENERGY FINANCE CONFERENCE 2020: COAL, LNG, PETROCHEMICAL SECTORS FACE POOR OUTLOOK AND UPHILL BATTLE FOR INVESTORS
Fossil fuel industries were becoming less financially attractive even before the global coronavirus pandemic
Three major fossil fuel ...
Friday, 24 July 20
IPA: THERMAL COAL IMPORTS AT MAJOR PORTS DECLINE 35 PC TO 17.71 MT IN APR TO JUNE - ECONOMIC TIMES
These ports had handled 27.13 MT of thermal coal and 14.95 MT of coking coal in the April-June period of the previous financial year
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- Meenaskhi Energy Private Limited - India
- Lanco Infratech Ltd - India
- Madhucon Powers Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Wood Mackenzie - Singapore
- Jindal Steel & Power Ltd - India
- Bhushan Steel Limited - India
- Riau Bara Harum - Indonesia
- Borneo Indobara - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Indonesian Coal Mining Association
- Bulk Trading Sa - Switzerland
- Singapore Mercantile Exchange
- Aboitiz Power Corporation - Philippines
- Jaiprakash Power Ventures ltd
- ICICI Bank Limited - India
- White Energy Company Limited
- Straits Asia Resources Limited - Singapore
- Global Green Power PLC Corporation, Philippines
- London Commodity Brokers - England
- Ind-Barath Power Infra Limited - India
- Gujarat Sidhee Cement - India
- GMR Energy Limited - India
- Heidelberg Cement - Germany
- San Jose City I Power Corp, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Xindia Steels Limited - India
- Coalindo Energy - Indonesia
- Kepco SPC Power Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Banpu Public Company Limited - Thailand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sical Logistics Limited - India
- Timah Investasi Mineral - Indoneisa
- Simpson Spence & Young - Indonesia
- Essar Steel Hazira Ltd - India
- Australian Coal Association
- Iligan Light & Power Inc, Philippines
- IEA Clean Coal Centre - UK
- Siam City Cement - Thailand
- Metalloyd Limited - United Kingdom
- Pipit Mutiara Jaya. PT, Indonesia
- Holcim Trading Pte Ltd - Singapore
- SN Aboitiz Power Inc, Philippines
- Videocon Industries ltd - India
- Goldman Sachs - Singapore
- Kohat Cement Company Ltd. - Pakistan
- Chamber of Mines of South Africa
- Africa Commodities Group - South Africa
- Therma Luzon, Inc, Philippines
- VISA Power Limited - India
- Latin American Coal - Colombia
- Merrill Lynch Commodities Europe
- Eastern Coal Council - USA
- Ministry of Transport, Egypt
- Marubeni Corporation - India
- Kapuas Tunggal Persada - Indonesia
- Planning Commission, India
- Wilmar Investment Holdings
- Vedanta Resources Plc - India
- Neyveli Lignite Corporation Ltd, - India
- International Coal Ventures Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- Orica Mining Services - Indonesia
- Ministry of Finance - Indonesia
- Bhatia International Limited - India
- Altura Mining Limited, Indonesia
- Global Coal Blending Company Limited - Australia
- Trasteel International SA, Italy
- Commonwealth Bank - Australia
- Thiess Contractors Indonesia
- Indogreen Group - Indonesia
- Sojitz Corporation - Japan
- Deloitte Consulting - India
- Makarim & Taira - Indonesia
- Intertek Mineral Services - Indonesia
- European Bulk Services B.V. - Netherlands
- TeaM Sual Corporation - Philippines
- IHS Mccloskey Coal Group - USA
- Grasim Industreis Ltd - India
- Global Business Power Corporation, Philippines
- SMG Consultants - Indonesia
- GAC Shipping (India) Pvt Ltd
- Bharathi Cement Corporation - India
- Tamil Nadu electricity Board
- Savvy Resources Ltd - HongKong
- Uttam Galva Steels Limited - India
- Bhoruka Overseas - Indonesia
- McConnell Dowell - Australia
- Asmin Koalindo Tuhup - Indonesia
- Medco Energi Mining Internasional
- Parry Sugars Refinery, India
- Alfred C Toepfer International GmbH - Germany
- Mercator Lines Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- The University of Queensland
- OPG Power Generation Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- PowerSource Philippines DevCo
- Parliament of New Zealand
- Coastal Gujarat Power Limited - India
- CNBM International Corporation - China
- New Zealand Coal & Carbon
- Salva Resources Pvt Ltd - India
- The State Trading Corporation of India Ltd
- Pendopo Energi Batubara - Indonesia
- Sakthi Sugars Limited - India
- Price Waterhouse Coopers - Russia
- Antam Resourcindo - Indonesia
- Mintek Dendrill Indonesia
- Standard Chartered Bank - UAE
- Larsen & Toubro Limited - India
- SMC Global Power, Philippines
- Binh Thuan Hamico - Vietnam
- Central Electricity Authority - India
- Billiton Holdings Pty Ltd - Australia
- Bayan Resources Tbk. - Indonesia
- South Luzon Thermal Energy Corporation
- Miang Besar Coal Terminal - Indonesia
- Rio Tinto Coal - Australia
- Star Paper Mills Limited - India
- Vizag Seaport Private Limited - India
- India Bulls Power Limited - India
- Kumho Petrochemical, South Korea
- Krishnapatnam Port Company Ltd. - India
- Orica Australia Pty. Ltd.
- PetroVietnam Power Coal Import and Supply Company
- Posco Energy - South Korea
- Port Waratah Coal Services - Australia
- Central Java Power - Indonesia
- MS Steel International - UAE
- Cement Manufacturers Association - India
- Kaltim Prima Coal - Indonesia
- Electricity Authority, New Zealand
- Coal and Oil Company - UAE
- Sree Jayajothi Cements Limited - India
- Semirara Mining Corp, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Manunggal Multi Energi - Indonesia
- Indian Energy Exchange, India
- Rashtriya Ispat Nigam Limited - India
- Anglo American - United Kingdom
- Carbofer General Trading SA - India
- Renaissance Capital - South Africa
- Bukit Baiduri Energy - Indonesia
- CIMB Investment Bank - Malaysia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Georgia Ports Authority, United States
- Ministry of Mines - Canada
- Bukit Asam (Persero) Tbk - Indonesia
- Minerals Council of Australia
- Meralco Power Generation, Philippines
- Indika Energy - Indonesia
- Tata Chemicals Ltd - India
- Directorate Of Revenue Intelligence - India
- Energy Link Ltd, New Zealand
- Leighton Contractors Pty Ltd - Australia
- Power Finance Corporation Ltd., India
- Formosa Plastics Group - Taiwan
- Asia Pacific Energy Resources Ventures Inc, Philippines
- PNOC Exploration Corporation - Philippines
- Eastern Energy - Thailand
- Agrawal Coal Company - India
- Mjunction Services Limited - India
- Dalmia Cement Bharat India
- The Treasury - Australian Government
- Sarangani Energy Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- Bukit Makmur.PT - Indonesia
- Baramulti Group, Indonesia
- Barasentosa Lestari - Indonesia
- Bangladesh Power Developement Board
- Semirara Mining and Power Corporation, Philippines
- Malabar Cements Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Aditya Birla Group - India
- TNB Fuel Sdn Bhd - Malaysia
- Romanian Commodities Exchange
- Ceylon Electricity Board - Sri Lanka
- PTC India Limited - India
- Attock Cement Pakistan Limited
- Kideco Jaya Agung - Indonesia
- Electricity Generating Authority of Thailand
- AsiaOL BioFuels Corp., Philippines
- Indo Tambangraya Megah - Indonesia
- Indian Oil Corporation Limited
- Independent Power Producers Association of India
- Thai Mozambique Logistica
- Edison Trading Spa - Italy
- Oldendorff Carriers - Singapore
- Interocean Group of Companies - India
- Globalindo Alam Lestari - Indonesia
- Australian Commodity Traders Exchange
- GN Power Mariveles Coal Plant, Philippines
- Gujarat Electricity Regulatory Commission - India
- Cigading International Bulk Terminal - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Mercuria Energy - Indonesia
- Energy Development Corp, Philippines
- GVK Power & Infra Limited - India
- Samtan Co., Ltd - South Korea
- Economic Council, Georgia
- Sindya Power Generating Company Private Ltd
- Bank of Tokyo Mitsubishi UFJ Ltd
- Maheswari Brothers Coal Limited - India
- Toyota Tsusho Corporation, Japan
- ASAPP Information Group - India
- Ambuja Cements Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Petron Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Kobexindo Tractors - Indoneisa
- Siam City Cement PLC, Thailand
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