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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, 19 December 22
ENERGY CRISIS FUELS COAL COMEBACK IN GERMANY - REUTERS
Coal has made a comeback in Germany this year, as Europe’s largest economy turns to the dirty fuel to power it through an energy crisis.
...
Thursday, 15 December 22
MARKET INSIGHT - INTERMODAL
While observing the ship repair market very close to the end of the year, we are confident that shipyards worldwide are entering a new era. The nex ...
Tuesday, 13 December 22
STRONG COAL PRICES SUPPORT ROBUST EARNINGS AT INDONESIAN COAL MINERS - FITCH RATINGS
Fitch Ratings expects cash flow generation at Indonesian coal miners to remain strong in 2023, based on its forecast for coal prices to remain high ...
Tuesday, 13 December 22
BIMCO CII CLAUSE FINALLY RELEASED: DOES IT MAKE ANY SENSE OF CCI? - WFW
WHAT IS CII?
The new International Maritime Organisation’s (“IMO’s”) Carbon Intensity Indicator (“CII”) cer ...
Tuesday, 13 December 22
COAL BASE RAMPS UP ENERGY SUPPLY FOR WINTER NEEDS - XINHUA
Inner Mongolia Autonomous Region, China’s leading coal production base, has kicked its production into high gear to meet heating needs as col ...
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- ASAPP Information Group - India
- Manunggal Multi Energi - Indonesia
- Sakthi Sugars Limited - India
- Coastal Gujarat Power Limited - India
- Minerals Council of Australia
- Posco Energy - South Korea
- Jaiprakash Power Ventures ltd
- CNBM International Corporation - China
- Intertek Mineral Services - Indonesia
- Bhoruka Overseas - Indonesia
- Bukit Baiduri Energy - Indonesia
- Ambuja Cements Ltd - India
- IHS Mccloskey Coal Group - USA
- Tamil Nadu electricity Board
- Central Java Power - Indonesia
- SMC Global Power, Philippines
- Banpu Public Company Limited - Thailand
- MS Steel International - UAE
- GVK Power & Infra Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Kartika Selabumi Mining - Indonesia
- PowerSource Philippines DevCo
- Singapore Mercantile Exchange
- Trasteel International SA, Italy
- McConnell Dowell - Australia
- Thai Mozambique Logistica
- Holcim Trading Pte Ltd - Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Medco Energi Mining Internasional
- Heidelberg Cement - Germany
- London Commodity Brokers - England
- Bahari Cakrawala Sebuku - Indonesia
- Riau Bara Harum - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Aboitiz Power Corporation - Philippines
- PNOC Exploration Corporation - Philippines
- Gujarat Mineral Development Corp Ltd - India
- Independent Power Producers Association of India
- Semirara Mining Corp, Philippines
- Toyota Tsusho Corporation, Japan
- Chamber of Mines of South Africa
- Coal and Oil Company - UAE
- The State Trading Corporation of India Ltd
- Kalimantan Lumbung Energi - Indonesia
- Sindya Power Generating Company Private Ltd
- Salva Resources Pvt Ltd - India
- Parry Sugars Refinery, India
- Karaikal Port Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- PetroVietnam Power Coal Import and Supply Company
- Port Waratah Coal Services - Australia
- Ministry of Mines - Canada
- Directorate General of MIneral and Coal - Indonesia
- Chettinad Cement Corporation Ltd - India
- Indogreen Group - Indonesia
- Meenaskhi Energy Private Limited - India
- Coalindo Energy - Indonesia
- Larsen & Toubro Limited - India
- Videocon Industries ltd - India
- Carbofer General Trading SA - India
- IEA Clean Coal Centre - UK
- Jorong Barutama Greston.PT - Indonesia
- Ministry of Finance - Indonesia
- Tata Chemicals Ltd - India
- Petron Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Anglo American - United Kingdom
- ICICI Bank Limited - India
- South Luzon Thermal Energy Corporation
- Miang Besar Coal Terminal - Indonesia
- Bharathi Cement Corporation - India
- Baramulti Group, Indonesia
- Sical Logistics Limited - India
- Global Green Power PLC Corporation, Philippines
- Electricity Authority, New Zealand
- CIMB Investment Bank - Malaysia
- Directorate Of Revenue Intelligence - India
- Essar Steel Hazira Ltd - India
- Standard Chartered Bank - UAE
- SMG Consultants - Indonesia
- Jindal Steel & Power Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Star Paper Mills Limited - India
- Bhatia International Limited - India
- Cigading International Bulk Terminal - Indonesia
- Wood Mackenzie - Singapore
- Malabar Cements Ltd - India
- Makarim & Taira - Indonesia
- Attock Cement Pakistan Limited
- GAC Shipping (India) Pvt Ltd
- Antam Resourcindo - Indonesia
- Mintek Dendrill Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Bulk Trading Sa - Switzerland
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sree Jayajothi Cements Limited - India
- Samtan Co., Ltd - South Korea
- Global Business Power Corporation, Philippines
- Australian Coal Association
- Kideco Jaya Agung - Indonesia
- Metalloyd Limited - United Kingdom
- Oldendorff Carriers - Singapore
- Ceylon Electricity Board - Sri Lanka
- Indika Energy - Indonesia
- Indian Energy Exchange, India
- Simpson Spence & Young - Indonesia
- Africa Commodities Group - South Africa
- Agrawal Coal Company - India
- The Treasury - Australian Government
- Edison Trading Spa - Italy
- India Bulls Power Limited - India
- Sojitz Corporation - Japan
- Ind-Barath Power Infra Limited - India
- Rashtriya Ispat Nigam Limited - India
- VISA Power Limited - India
- Eastern Energy - Thailand
- Xindia Steels Limited - India
- Indo Tambangraya Megah - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Karbindo Abesyapradhi - Indoneisa
- Mjunction Services Limited - India
- Central Electricity Authority - India
- San Jose City I Power Corp, Philippines
- Latin American Coal - Colombia
- Alfred C Toepfer International GmbH - Germany
- International Coal Ventures Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- New Zealand Coal & Carbon
- Global Coal Blending Company Limited - Australia
- Mercuria Energy - Indonesia
- Dalmia Cement Bharat India
- Vedanta Resources Plc - India
- Therma Luzon, Inc, Philippines
- Marubeni Corporation - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Energy Development Corp, Philippines
- Planning Commission, India
- Grasim Industreis Ltd - India
- Gujarat Electricity Regulatory Commission - India
- OPG Power Generation Pvt Ltd - India
- Merrill Lynch Commodities Europe
- Altura Mining Limited, Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Indian Oil Corporation Limited
- Pipit Mutiara Jaya. PT, Indonesia
- Kepco SPC Power Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Goldman Sachs - Singapore
- Ministry of Transport, Egypt
- Globalindo Alam Lestari - Indonesia
- Aditya Birla Group - India
- Orica Australia Pty. Ltd.
- Kohat Cement Company Ltd. - Pakistan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- TeaM Sual Corporation - Philippines
- Siam City Cement PLC, Thailand
- Borneo Indobara - Indonesia
- GMR Energy Limited - India
- Eastern Coal Council - USA
- Economic Council, Georgia
- Energy Link Ltd, New Zealand
- Savvy Resources Ltd - HongKong
- Indonesian Coal Mining Association
- Price Waterhouse Coopers - Russia
- Sarangani Energy Corporation, Philippines
- Electricity Generating Authority of Thailand
- Asmin Koalindo Tuhup - Indonesia
- Siam City Cement - Thailand
- Kobexindo Tractors - Indoneisa
- Interocean Group of Companies - India
- Deloitte Consulting - India
- Mercator Lines Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- The University of Queensland
- Binh Thuan Hamico - Vietnam
- Barasentosa Lestari - Indonesia
- Lanco Infratech Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Meralco Power Generation, Philippines
- Parliament of New Zealand
- Kaltim Prima Coal - Indonesia
- Vizag Seaport Private Limited - India
- Wilmar Investment Holdings
- Rio Tinto Coal - Australia
- Cement Manufacturers Association - India
- Bhushan Steel Limited - India
- Georgia Ports Authority, United States
- LBH Netherlands Bv - Netherlands
- Power Finance Corporation Ltd., India
- Bukit Asam (Persero) Tbk - Indonesia
- SN Aboitiz Power Inc, Philippines
- Australian Commodity Traders Exchange
- Timah Investasi Mineral - Indoneisa
- Thiess Contractors Indonesia
- Iligan Light & Power Inc, Philippines
- Romanian Commodities Exchange
- Straits Asia Resources Limited - Singapore
- Bukit Makmur.PT - Indonesia
- Uttam Galva Steels Limited - India
- Maheswari Brothers Coal Limited - India
- Bangladesh Power Developement Board
- Orica Mining Services - Indonesia
- PTC India Limited - India
- Kumho Petrochemical, South Korea
- White Energy Company Limited
- Renaissance Capital - South Africa
- European Bulk Services B.V. - Netherlands
- Madhucon Powers Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Commonwealth Bank - Australia
- Gujarat Sidhee Cement - India
- Neyveli Lignite Corporation Ltd, - India
- Bayan Resources Tbk. - Indonesia
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