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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, 20 May 20
ADARO ENERGY BOOKED A 5% INCREASE IN COAL PRODUCTION VOLUME Y-O-Y IN 1Q2020
PT. Adaro Energy Tbk, Indonesia’s one of the largest coal miner, booked a 5% increase in coal production volume year-over-year in 1Q2020. The ...
Wednesday, 20 May 20
BRAZIL SOYBEAN EXPORTS HAVE BEEN SURGING THIS YEAR - BANCHERO COSTA
Brazil soybean exports have been surging this year, thanks to a combination of strong demand from China, a bumper crop, and favourable exchange rat ...
Wednesday, 20 May 20
MARKET INSIGHT
Seafarers keep maritime trade going so that the food, raw materials, energy and manufactured goods on which so many depend can continue moving arou ...
Tuesday, 19 May 20
AMENDMENT OF THE INDONESIAN MINING LAW: TYING UP LOOSE ENDS - UMBRA
KNOWLEDGE TO ELEVATE
The finalized draft of Law on the amendment of the Mining Law (Bill) was publicly released on 11 May 2020 and was then ap ...
Monday, 18 May 20
TAKING ADVANTAGE OF VIRUS DISTRACTION - BALTIC EXCHANGE
As the industry grapples to deal with exceptional Covid-19-related challenges, a deeper threat is coming to the fore. At this time of crisis, more ...
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- Uttam Galva Steels Limited - India
- White Energy Company Limited
- Larsen & Toubro Limited - India
- McConnell Dowell - Australia
- Coastal Gujarat Power Limited - India
- LBH Netherlands Bv - Netherlands
- Latin American Coal - Colombia
- Banpu Public Company Limited - Thailand
- PTC India Limited - India
- Malabar Cements Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Riau Bara Harum - Indonesia
- Central Java Power - Indonesia
- Simpson Spence & Young - Indonesia
- Global Business Power Corporation, Philippines
- Port Waratah Coal Services - Australia
- Globalindo Alam Lestari - Indonesia
- Intertek Mineral Services - Indonesia
- Kideco Jaya Agung - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Orica Mining Services - Indonesia
- Jindal Steel & Power Ltd - India
- Wood Mackenzie - Singapore
- Indian Oil Corporation Limited
- Bangladesh Power Developement Board
- Singapore Mercantile Exchange
- Aditya Birla Group - India
- Sakthi Sugars Limited - India
- Siam City Cement - Thailand
- Karaikal Port Pvt Ltd - India
- MS Steel International - UAE
- Bayan Resources Tbk. - Indonesia
- Indogreen Group - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- SMG Consultants - Indonesia
- Ind-Barath Power Infra Limited - India
- Ambuja Cements Ltd - India
- Binh Thuan Hamico - Vietnam
- Bukit Baiduri Energy - Indonesia
- CIMB Investment Bank - Malaysia
- Posco Energy - South Korea
- Bulk Trading Sa - Switzerland
- Bank of Tokyo Mitsubishi UFJ Ltd
- ASAPP Information Group - India
- Independent Power Producers Association of India
- San Jose City I Power Corp, Philippines
- Planning Commission, India
- Eastern Energy - Thailand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- PowerSource Philippines DevCo
- SMC Global Power, Philippines
- Salva Resources Pvt Ltd - India
- ICICI Bank Limited - India
- Formosa Plastics Group - Taiwan
- Thiess Contractors Indonesia
- Parliament of New Zealand
- Coal and Oil Company - UAE
- Deloitte Consulting - India
- Jaiprakash Power Ventures ltd
- Kumho Petrochemical, South Korea
- Energy Development Corp, Philippines
- IEA Clean Coal Centre - UK
- Sarangani Energy Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- European Bulk Services B.V. - Netherlands
- Siam City Cement PLC, Thailand
- Mjunction Services Limited - India
- Semirara Mining and Power Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Asmin Koalindo Tuhup - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Cement Manufacturers Association - India
- The State Trading Corporation of India Ltd
- Indika Energy - Indonesia
- Thai Mozambique Logistica
- Xindia Steels Limited - India
- Indian Energy Exchange, India
- Miang Besar Coal Terminal - Indonesia
- Chamber of Mines of South Africa
- Electricity Generating Authority of Thailand
- International Coal Ventures Pvt Ltd - India
- Electricity Authority, New Zealand
- GN Power Mariveles Coal Plant, Philippines
- Lanco Infratech Ltd - India
- Timah Investasi Mineral - Indoneisa
- Maheswari Brothers Coal Limited - India
- Chettinad Cement Corporation Ltd - India
- Global Green Power PLC Corporation, Philippines
- Petron Corporation, Philippines
- Borneo Indobara - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- IHS Mccloskey Coal Group - USA
- South Luzon Thermal Energy Corporation
- Bukit Makmur.PT - Indonesia
- Antam Resourcindo - Indonesia
- London Commodity Brokers - England
- Offshore Bulk Terminal Pte Ltd, Singapore
- Essar Steel Hazira Ltd - India
- Energy Link Ltd, New Zealand
- Central Electricity Authority - India
- Oldendorff Carriers - Singapore
- Economic Council, Georgia
- Goldman Sachs - Singapore
- Karbindo Abesyapradhi - Indoneisa
- Orica Australia Pty. Ltd.
- Kohat Cement Company Ltd. - Pakistan
- Carbofer General Trading SA - India
- Rio Tinto Coal - Australia
- Vizag Seaport Private Limited - India
- Barasentosa Lestari - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Sinarmas Energy and Mining - Indonesia
- Medco Energi Mining Internasional
- Iligan Light & Power Inc, Philippines
- Altura Mining Limited, Indonesia
- Africa Commodities Group - South Africa
- The University of Queensland
- Star Paper Mills Limited - India
- SN Aboitiz Power Inc, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Kepco SPC Power Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Australian Coal Association
- Rashtriya Ispat Nigam Limited - India
- Romanian Commodities Exchange
- Manunggal Multi Energi - Indonesia
- Tamil Nadu electricity Board
- CNBM International Corporation - China
- Baramulti Group, Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Kartika Selabumi Mining - Indonesia
- PNOC Exploration Corporation - Philippines
- Marubeni Corporation - India
- Coalindo Energy - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Krishnapatnam Port Company Ltd. - India
- Ministry of Mines - Canada
- GVK Power & Infra Limited - India
- Makarim & Taira - Indonesia
- Sindya Power Generating Company Private Ltd
- Mercator Lines Limited - India
- Sree Jayajothi Cements Limited - India
- Kobexindo Tractors - Indoneisa
- Kalimantan Lumbung Energi - Indonesia
- Bhushan Steel Limited - India
- Price Waterhouse Coopers - Russia
- GMR Energy Limited - India
- Gujarat Sidhee Cement - India
- Indonesian Coal Mining Association
- Metalloyd Limited - United Kingdom
- Sojitz Corporation - Japan
- Merrill Lynch Commodities Europe
- Dalmia Cement Bharat India
- Videocon Industries ltd - India
- Minerals Council of Australia
- Sical Logistics Limited - India
- Mercuria Energy - Indonesia
- Edison Trading Spa - Italy
- Tata Chemicals Ltd - India
- VISA Power Limited - India
- Straits Asia Resources Limited - Singapore
- Ministry of Transport, Egypt
- Directorate General of MIneral and Coal - Indonesia
- Attock Cement Pakistan Limited
- Mintek Dendrill Indonesia
- Indo Tambangraya Megah - Indonesia
- Ministry of Finance - Indonesia
- TeaM Sual Corporation - Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Aboitiz Power Corporation - Philippines
- Eastern Coal Council - USA
- India Bulls Power Limited - India
- Kapuas Tunggal Persada - Indonesia
- Interocean Group of Companies - India
- Directorate Of Revenue Intelligence - India
- Semirara Mining Corp, Philippines
- Grasim Industreis Ltd - India
- Trasteel International SA, Italy
- Gujarat Mineral Development Corp Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Australian Commodity Traders Exchange
- Madhucon Powers Ltd - India
- Savvy Resources Ltd - HongKong
- Toyota Tsusho Corporation, Japan
- Bharathi Cement Corporation - India
- Bhoruka Overseas - Indonesia
- Bhatia International Limited - India
- Wilmar Investment Holdings
- Meralco Power Generation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Georgia Ports Authority, United States
- Gujarat Electricity Regulatory Commission - India
- Standard Chartered Bank - UAE
- Bukit Asam (Persero) Tbk - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Agrawal Coal Company - India
- Power Finance Corporation Ltd., India
- Parry Sugars Refinery, India
- OPG Power Generation Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- Therma Luzon, Inc, Philippines
- New Zealand Coal & Carbon
- Renaissance Capital - South Africa
- Meenaskhi Energy Private Limited - India
- Vedanta Resources Plc - India
- Global Coal Blending Company Limited - Australia
- Kaltim Prima Coal - Indonesia
- Heidelberg Cement - Germany
- TNB Fuel Sdn Bhd - Malaysia
- Anglo American - United Kingdom
- Neyveli Lignite Corporation Ltd, - India
- Pendopo Energi Batubara - Indonesia
- The Treasury - Australian Government
- Commonwealth Bank - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
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