We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Thursday, 09 April 20
SUSPENSION OF WRONGFUL TRADING IN LIGHT OF COVID 19 - WF&W
KNOWLEDGE TO ELEVATE
DIRECTORS’ PERSONAL LIABILITY FOR WRONGFUL TRADING – RELIEF DURING THE CORONAVIRUS CRISIS
As the UK&rsquo ...
Wednesday, 08 April 20
LESSONS LEARNED FROM SCRUBBER INSTALLATION AND OPERATION - ABS
KNOWLEDGE TO ELEVATE
At the beginning of this year, the IMO’s global sulfur cap on marine fuels entered into force and shipowners who ch ...
Wednesday, 08 April 20
MARKET INSIGHT - INTERMODAL
With lockdown measures around the globe tightening during the last weeks of Q1, there is finally a feeling that most countries are slowly but stead ...
Tuesday, 07 April 20
SHIPPING MARKET ANALYSIS - ALLIED
With the first quarter of 2020 now firmly written in the books, it is worth examining what we have witnessed so far in the tanker market. Undoubted ...
Tuesday, 07 April 20
IS CHINA EMBARKING ON A MAJOR EXPANSION OF COAL-FIRED POWER GENERATION? - WOOD MACKENZIE
As energy companies worldwide grapple with the economic impact of the coronavirus pandemic, long-term planning continues. Ahead of the release of t ...
|
|
|
Showing 1021 to 1025 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Commonwealth Bank - Australia
- VISA Power Limited - India
- International Coal Ventures Pvt Ltd - India
- Electricity Authority, New Zealand
- Mjunction Services Limited - India
- Price Waterhouse Coopers - Russia
- Wood Mackenzie - Singapore
- Ind-Barath Power Infra Limited - India
- Borneo Indobara - Indonesia
- Carbofer General Trading SA - India
- Grasim Industreis Ltd - India
- Iligan Light & Power Inc, Philippines
- South Luzon Thermal Energy Corporation
- Bhushan Steel Limited - India
- Petron Corporation, Philippines
- Interocean Group of Companies - India
- Makarim & Taira - Indonesia
- Riau Bara Harum - Indonesia
- Bharathi Cement Corporation - India
- Bangladesh Power Developement Board
- GAC Shipping (India) Pvt Ltd
- Binh Thuan Hamico - Vietnam
- ASAPP Information Group - India
- Agrawal Coal Company - India
- GMR Energy Limited - India
- CIMB Investment Bank - Malaysia
- Coastal Gujarat Power Limited - India
- Neyveli Lignite Corporation Ltd, - India
- SMG Consultants - Indonesia
- Port Waratah Coal Services - Australia
- Sindya Power Generating Company Private Ltd
- Maharashtra Electricity Regulatory Commission - India
- Eastern Coal Council - USA
- The Treasury - Australian Government
- Simpson Spence & Young - Indonesia
- Mintek Dendrill Indonesia
- Sojitz Corporation - Japan
- Dalmia Cement Bharat India
- Altura Mining Limited, Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- New Zealand Coal & Carbon
- Malabar Cements Ltd - India
- McConnell Dowell - Australia
- Ceylon Electricity Board - Sri Lanka
- Africa Commodities Group - South Africa
- IEA Clean Coal Centre - UK
- Coal and Oil Company - UAE
- Tamil Nadu electricity Board
- Krishnapatnam Port Company Ltd. - India
- Intertek Mineral Services - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Sical Logistics Limited - India
- Planning Commission, India
- Sarangani Energy Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Bukit Baiduri Energy - Indonesia
- Eastern Energy - Thailand
- Alfred C Toepfer International GmbH - Germany
- Bhatia International Limited - India
- Indian Energy Exchange, India
- Vizag Seaport Private Limited - India
- Uttam Galva Steels Limited - India
- GVK Power & Infra Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kartika Selabumi Mining - Indonesia
- Indika Energy - Indonesia
- Thiess Contractors Indonesia
- Manunggal Multi Energi - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Siam City Cement PLC, Thailand
- Georgia Ports Authority, United States
- Posco Energy - South Korea
- Minerals Council of Australia
- Tata Chemicals Ltd - India
- Meenaskhi Energy Private Limited - India
- Ministry of Finance - Indonesia
- Pendopo Energi Batubara - Indonesia
- SMC Global Power, Philippines
- Global Green Power PLC Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- White Energy Company Limited
- Parry Sugars Refinery, India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Billiton Holdings Pty Ltd - Australia
- Xindia Steels Limited - India
- Jaiprakash Power Ventures ltd
- Sinarmas Energy and Mining - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Latin American Coal - Colombia
- Cement Manufacturers Association - India
- Indian Oil Corporation Limited
- Standard Chartered Bank - UAE
- Antam Resourcindo - Indonesia
- Global Business Power Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- PowerSource Philippines DevCo
- Medco Energi Mining Internasional
- OPG Power Generation Pvt Ltd - India
- Australian Commodity Traders Exchange
- MS Steel International - UAE
- Energy Link Ltd, New Zealand
- Gujarat Sidhee Cement - India
- TeaM Sual Corporation - Philippines
- Semirara Mining Corp, Philippines
- Meralco Power Generation, Philippines
- Sree Jayajothi Cements Limited - India
- Kobexindo Tractors - Indoneisa
- Metalloyd Limited - United Kingdom
- Kohat Cement Company Ltd. - Pakistan
- Orica Australia Pty. Ltd.
- Kalimantan Lumbung Energi - Indonesia
- Directorate Of Revenue Intelligence - India
- Kumho Petrochemical, South Korea
- Singapore Mercantile Exchange
- The State Trading Corporation of India Ltd
- Vedanta Resources Plc - India
- Ministry of Mines - Canada
- Aboitiz Power Corporation - Philippines
- SN Aboitiz Power Inc, Philippines
- Karaikal Port Pvt Ltd - India
- Mercuria Energy - Indonesia
- Barasentosa Lestari - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- The University of Queensland
- India Bulls Power Limited - India
- Star Paper Mills Limited - India
- Kepco SPC Power Corporation, Philippines
- London Commodity Brokers - England
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Aditya Birla Group - India
- Indo Tambangraya Megah - Indonesia
- Australian Coal Association
- Straits Asia Resources Limited - Singapore
- Electricity Generating Authority of Thailand
- Bahari Cakrawala Sebuku - Indonesia
- Siam City Cement - Thailand
- Madhucon Powers Ltd - India
- Chamber of Mines of South Africa
- Salva Resources Pvt Ltd - India
- Romanian Commodities Exchange
- Pipit Mutiara Jaya. PT, Indonesia
- Global Coal Blending Company Limited - Australia
- Rio Tinto Coal - Australia
- Central Java Power - Indonesia
- Indogreen Group - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Indonesian Coal Mining Association
- Orica Mining Services - Indonesia
- Leighton Contractors Pty Ltd - Australia
- San Jose City I Power Corp, Philippines
- Banpu Public Company Limited - Thailand
- Kaltim Prima Coal - Indonesia
- Thai Mozambique Logistica
- Baramulti Group, Indonesia
- Economic Council, Georgia
- ICICI Bank Limited - India
- Ministry of Transport, Egypt
- Parliament of New Zealand
- Edison Trading Spa - Italy
- Bayan Resources Tbk. - Indonesia
- Anglo American - United Kingdom
- Maheswari Brothers Coal Limited - India
- Holcim Trading Pte Ltd - Singapore
- Central Electricity Authority - India
- Goldman Sachs - Singapore
- PTC India Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Trasteel International SA, Italy
- Semirara Mining and Power Corporation, Philippines
- Marubeni Corporation - India
- Gujarat Electricity Regulatory Commission - India
- Samtan Co., Ltd - South Korea
- AsiaOL BioFuels Corp., Philippines
- PNOC Exploration Corporation - Philippines
- Merrill Lynch Commodities Europe
- Timah Investasi Mineral - Indoneisa
- Kideco Jaya Agung - Indonesia
- Attock Cement Pakistan Limited
- Deloitte Consulting - India
- Coalindo Energy - Indonesia
- Essar Steel Hazira Ltd - India
- Oldendorff Carriers - Singapore
- Independent Power Producers Association of India
- LBH Netherlands Bv - Netherlands
- Rashtriya Ispat Nigam Limited - India
- IHS Mccloskey Coal Group - USA
- Sakthi Sugars Limited - India
- Energy Development Corp, Philippines
- Savvy Resources Ltd - HongKong
- Vijayanagar Sugar Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Heidelberg Cement - Germany
- GN Power Mariveles Coal Plant, Philippines
- Lanco Infratech Ltd - India
- Jindal Steel & Power Ltd - India
- Videocon Industries ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Larsen & Toubro Limited - India
- Renaissance Capital - South Africa
- Bulk Trading Sa - Switzerland
- Formosa Plastics Group - Taiwan
- Globalindo Alam Lestari - Indonesia
- Bhoruka Overseas - Indonesia
- Therma Luzon, Inc, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Mercator Lines Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Toyota Tsusho Corporation, Japan
- Wilmar Investment Holdings
- Ambuja Cements Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Karbindo Abesyapradhi - Indoneisa
- Chettinad Cement Corporation Ltd - India
- CNBM International Corporation - China
- Bukit Makmur.PT - Indonesia
- Power Finance Corporation Ltd., India
|
| |
| |
|
