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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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Monday, 06 July 20
INDONESIAN COAL PRICE REFERENCE IN FREE FALL
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down again the benchmark price of Indonesian th ...
Monday, 06 July 20
SUPRAMAX: A 58,000-DWT FIXING DELIVERY VIETNAM TRIP VIA INDONESIA RE-DELIVERY WEST INDIA IN THE LOW $4,000S
Capesize
The Capesize market continues to go from strength to strength, as rates reach highs not seen since September last year. The rally is p ...
Thursday, 02 July 20
PRIVATE COAL MINING MAY SEE WEAK INVESTOR SENTIMENT: ICRA - LIVEMINT
The prospects of commercial coal mining in India may be dimmer than initially expected because of the expected shift in India’s energy mix fr ...
Wednesday, 01 July 20
THERMAL COAL OPTIONS TRADING LAUNCHED IN CHINA'S ZHENGZHOU - XINHUA
Thermal coal options started trading on the Zhengzhou Commodity Exchange (ZCE) in central China’s Henan Province Tuesday.
It i ...
Wednesday, 01 July 20
COLOMBIA'S COAL EXPORT VOLUMES HAVE STEADILY DECLINED IN RECENT YEARS - BANCHERO COSTA
Colombia is the world’s fifth largest seaborne exporter of coal, coming after Australia, Indonesia, Russia and the USA.
Export ...
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- Central Java Power - Indonesia
- Orica Australia Pty. Ltd.
- Orica Mining Services - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Karaikal Port Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- PTC India Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- Kohat Cement Company Ltd. - Pakistan
- Marubeni Corporation - India
- Agrawal Coal Company - India
- Kalimantan Lumbung Energi - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Indogreen Group - Indonesia
- Jindal Steel & Power Ltd - India
- Eastern Energy - Thailand
- Kepco SPC Power Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- Parry Sugars Refinery, India
- Binh Thuan Hamico - Vietnam
- Petron Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- White Energy Company Limited
- Bhushan Steel Limited - India
- Siam City Cement PLC, Thailand
- Holcim Trading Pte Ltd - Singapore
- GMR Energy Limited - India
- Sical Logistics Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Madhucon Powers Ltd - India
- Formosa Plastics Group - Taiwan
- San Jose City I Power Corp, Philippines
- Renaissance Capital - South Africa
- Tamil Nadu electricity Board
- SMC Global Power, Philippines
- Edison Trading Spa - Italy
- Kideco Jaya Agung - Indonesia
- Heidelberg Cement - Germany
- Bharathi Cement Corporation - India
- Georgia Ports Authority, United States
- Attock Cement Pakistan Limited
- India Bulls Power Limited - India
- Kumho Petrochemical, South Korea
- Wood Mackenzie - Singapore
- Global Coal Blending Company Limited - Australia
- Oldendorff Carriers - Singapore
- Minerals Council of Australia
- Thiess Contractors Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indian Oil Corporation Limited
- Coal and Oil Company - UAE
- AsiaOL BioFuels Corp., Philippines
- Mjunction Services Limited - India
- Thai Mozambique Logistica
- Asmin Koalindo Tuhup - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Interocean Group of Companies - India
- Metalloyd Limited - United Kingdom
- Timah Investasi Mineral - Indoneisa
- Australian Commodity Traders Exchange
- Standard Chartered Bank - UAE
- Electricity Authority, New Zealand
- Ind-Barath Power Infra Limited - India
- Videocon Industries ltd - India
- Mercator Lines Limited - India
- Banpu Public Company Limited - Thailand
- Directorate General of MIneral and Coal - Indonesia
- Semirara Mining Corp, Philippines
- Commonwealth Bank - Australia
- Chettinad Cement Corporation Ltd - India
- Ministry of Finance - Indonesia
- Straits Asia Resources Limited - Singapore
- Bangladesh Power Developement Board
- Sakthi Sugars Limited - India
- Kapuas Tunggal Persada - Indonesia
- Energy Link Ltd, New Zealand
- GN Power Mariveles Coal Plant, Philippines
- Africa Commodities Group - South Africa
- Medco Energi Mining Internasional
- Essar Steel Hazira Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Coastal Gujarat Power Limited - India
- Antam Resourcindo - Indonesia
- Global Green Power PLC Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Uttam Galva Steels Limited - India
- Sindya Power Generating Company Private Ltd
- Siam City Cement - Thailand
- IHS Mccloskey Coal Group - USA
- Leighton Contractors Pty Ltd - Australia
- Mercuria Energy - Indonesia
- Bayan Resources Tbk. - Indonesia
- Borneo Indobara - Indonesia
- South Luzon Thermal Energy Corporation
- Posco Energy - South Korea
- CIMB Investment Bank - Malaysia
- Independent Power Producers Association of India
- Singapore Mercantile Exchange
- Planning Commission, India
- Eastern Coal Council - USA
- Intertek Mineral Services - Indonesia
- Manunggal Multi Energi - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Alfred C Toepfer International GmbH - Germany
- Bulk Trading Sa - Switzerland
- Port Waratah Coal Services - Australia
- SN Aboitiz Power Inc, Philippines
- Barasentosa Lestari - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- McConnell Dowell - Australia
- IEA Clean Coal Centre - UK
- Trasteel International SA, Italy
- Globalindo Alam Lestari - Indonesia
- Energy Development Corp, Philippines
- Aditya Birla Group - India
- Latin American Coal - Colombia
- SMG Consultants - Indonesia
- Vedanta Resources Plc - India
- Vizag Seaport Private Limited - India
- Ambuja Cements Ltd - India
- Bukit Baiduri Energy - Indonesia
- Aboitiz Power Corporation - Philippines
- Directorate Of Revenue Intelligence - India
- Wilmar Investment Holdings
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Cement Manufacturers Association - India
- Bhatia International Limited - India
- Australian Coal Association
- The University of Queensland
- Indo Tambangraya Megah - Indonesia
- Gujarat Sidhee Cement - India
- GVK Power & Infra Limited - India
- Sojitz Corporation - Japan
- Jorong Barutama Greston.PT - Indonesia
- Ceylon Electricity Board - Sri Lanka
- TNB Fuel Sdn Bhd - Malaysia
- ICICI Bank Limited - India
- New Zealand Coal & Carbon
- Makarim & Taira - Indonesia
- Simpson Spence & Young - Indonesia
- Maheswari Brothers Coal Limited - India
- Indika Energy - Indonesia
- Economic Council, Georgia
- International Coal Ventures Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- The State Trading Corporation of India Ltd
- Savvy Resources Ltd - HongKong
- Bahari Cakrawala Sebuku - Indonesia
- Star Paper Mills Limited - India
- Coalindo Energy - Indonesia
- Central Electricity Authority - India
- London Commodity Brokers - England
- Bukit Asam (Persero) Tbk - Indonesia
- Carbofer General Trading SA - India
- Sarangani Energy Corporation, Philippines
- Therma Luzon, Inc, Philippines
- Bukit Makmur.PT - Indonesia
- MS Steel International - UAE
- Meralco Power Generation, Philippines
- Ministry of Mines - Canada
- Larsen & Toubro Limited - India
- Chamber of Mines of South Africa
- LBH Netherlands Bv - Netherlands
- CNBM International Corporation - China
- Riau Bara Harum - Indonesia
- The Treasury - Australian Government
- Semirara Mining and Power Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Indonesian Coal Mining Association
- Goldman Sachs - Singapore
- Mintek Dendrill Indonesia
- Baramulti Group, Indonesia
- OPG Power Generation Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- PowerSource Philippines DevCo
- GAC Shipping (India) Pvt Ltd
- Ministry of Transport, Egypt
- Xindia Steels Limited - India
- Deloitte Consulting - India
- Miang Besar Coal Terminal - Indonesia
- Dalmia Cement Bharat India
- European Bulk Services B.V. - Netherlands
- Samtan Co., Ltd - South Korea
- Kartika Selabumi Mining - Indonesia
- Anglo American - United Kingdom
- Cigading International Bulk Terminal - Indonesia
- VISA Power Limited - India
- Meenaskhi Energy Private Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Price Waterhouse Coopers - Russia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Lanco Infratech Ltd - India
- Electricity Generating Authority of Thailand
- Grasim Industreis Ltd - India
- Power Finance Corporation Ltd., India
- Altura Mining Limited, Indonesia
- Gujarat Electricity Regulatory Commission - India
- TeaM Sual Corporation - Philippines
- Kobexindo Tractors - Indoneisa
- Sinarmas Energy and Mining - Indonesia
- Pendopo Energi Batubara - Indonesia
- Bhoruka Overseas - Indonesia
- Sree Jayajothi Cements Limited - India
- Parliament of New Zealand
- Rio Tinto Coal - Australia
- Jaiprakash Power Ventures ltd
- Merrill Lynch Commodities Europe
- Toyota Tsusho Corporation, Japan
- ASAPP Information Group - India
- Malabar Cements Ltd - India
- Tata Chemicals Ltd - India
- Global Business Power Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Indian Energy Exchange, India
- Salva Resources Pvt Ltd - India
- Romanian Commodities Exchange
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