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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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Friday, 02 December 22
INDONESIAN COAL PRICE REFERENCE PLUNGE TOWARD US$ 281.48 A TON AS DEMAND DROPS WORLDWIDE
COALspot.com: The cost of coal is falling so fast that it is beginning to put real money back in the pockets of end-users.
Indonesia ...
Wednesday, 30 November 22
INDONESIA’S BUMI RESOURCES TARGETS 2023 COAL OUTPUT OF 80 MLN TONNES - REUTERS
Indonesian coal miner PT Bumi Resources Tbk BUMI.JKis eyeing a 10% increase in output to 80 million tonnes next year amid expectations for more fav ...
Wednesday, 30 November 22
TANKERS: LONGER HAULS TO SUPPORT CONTINUED STRENGTH - BIMCO
Highlights
A rebound in the dirty tanker trade has led the Baltic Exchange Dirty Index (BDTI) to increase by 64% since our last report from mid ...
Wednesday, 30 November 22
MARKET INSIGHT - INTERMODAL
Shipping, although a conservative and innovation adverse industry, is currently in a transition period of digital transformation. According to a su ...
Tuesday, 29 November 22
INDIA TO RECEIVE FIRST LNG CARGO FROM INDONESIA’S TANGGUH LNG - REUTERS
India will receive its first cargo from Indonesia’s Tangguh liquefied natural gas (LNG) plant at the Dahej terminal on Monday, according to a ...
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- Maharashtra Electricity Regulatory Commission - India
- Savvy Resources Ltd - HongKong
- Essar Steel Hazira Ltd - India
- Mjunction Services Limited - India
- San Jose City I Power Corp, Philippines
- Riau Bara Harum - Indonesia
- Renaissance Capital - South Africa
- Rio Tinto Coal - Australia
- Indo Tambangraya Megah - Indonesia
- GMR Energy Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Heidelberg Cement - Germany
- Global Green Power PLC Corporation, Philippines
- The University of Queensland
- GN Power Mariveles Coal Plant, Philippines
- Ceylon Electricity Board - Sri Lanka
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kaltim Prima Coal - Indonesia
- Dalmia Cement Bharat India
- Asmin Koalindo Tuhup - Indonesia
- GAC Shipping (India) Pvt Ltd
- PetroVietnam Power Coal Import and Supply Company
- Chamber of Mines of South Africa
- London Commodity Brokers - England
- Mercuria Energy - Indonesia
- Oldendorff Carriers - Singapore
- Billiton Holdings Pty Ltd - Australia
- Price Waterhouse Coopers - Russia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Jindal Steel & Power Ltd - India
- OPG Power Generation Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Directorate Of Revenue Intelligence - India
- Ind-Barath Power Infra Limited - India
- Tamil Nadu electricity Board
- Krishnapatnam Port Company Ltd. - India
- Attock Cement Pakistan Limited
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- White Energy Company Limited
- Salva Resources Pvt Ltd - India
- Binh Thuan Hamico - Vietnam
- Jorong Barutama Greston.PT - Indonesia
- Economic Council, Georgia
- IHS Mccloskey Coal Group - USA
- Leighton Contractors Pty Ltd - Australia
- Formosa Plastics Group - Taiwan
- Latin American Coal - Colombia
- McConnell Dowell - Australia
- Power Finance Corporation Ltd., India
- Antam Resourcindo - Indonesia
- Bharathi Cement Corporation - India
- Pipit Mutiara Jaya. PT, Indonesia
- Vedanta Resources Plc - India
- Mercator Lines Limited - India
- International Coal Ventures Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Energy Development Corp, Philippines
- Cigading International Bulk Terminal - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Global Business Power Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Agrawal Coal Company - India
- Semirara Mining Corp, Philippines
- Directorate General of MIneral and Coal - Indonesia
- India Bulls Power Limited - India
- New Zealand Coal & Carbon
- Coastal Gujarat Power Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Marubeni Corporation - India
- Standard Chartered Bank - UAE
- Kartika Selabumi Mining - Indonesia
- Australian Coal Association
- Gujarat Sidhee Cement - India
- Kobexindo Tractors - Indoneisa
- Electricity Authority, New Zealand
- Central Electricity Authority - India
- Anglo American - United Kingdom
- TNB Fuel Sdn Bhd - Malaysia
- SMC Global Power, Philippines
- Bangladesh Power Developement Board
- VISA Power Limited - India
- Grasim Industreis Ltd - India
- Romanian Commodities Exchange
- Carbofer General Trading SA - India
- Alfred C Toepfer International GmbH - Germany
- Altura Mining Limited, Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Videocon Industries ltd - India
- Kapuas Tunggal Persada - Indonesia
- Lanco Infratech Ltd - India
- Electricity Generating Authority of Thailand
- Siam City Cement - Thailand
- Orica Australia Pty. Ltd.
- Sarangani Energy Corporation, Philippines
- Sical Logistics Limited - India
- Indian Energy Exchange, India
- Eastern Coal Council - USA
- The State Trading Corporation of India Ltd
- MS Steel International - UAE
- Deloitte Consulting - India
- Central Java Power - Indonesia
- Global Coal Blending Company Limited - Australia
- PowerSource Philippines DevCo
- Neyveli Lignite Corporation Ltd, - India
- SMG Consultants - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Madhucon Powers Ltd - India
- The Treasury - Australian Government
- Posco Energy - South Korea
- Intertek Mineral Services - Indonesia
- Meenaskhi Energy Private Limited - India
- Vizag Seaport Private Limited - India
- Aboitiz Power Corporation - Philippines
- Sojitz Corporation - Japan
- Ambuja Cements Ltd - India
- Barasentosa Lestari - Indonesia
- Bhoruka Overseas - Indonesia
- Chettinad Cement Corporation Ltd - India
- Bayan Resources Tbk. - Indonesia
- Ministry of Mines - Canada
- Singapore Mercantile Exchange
- Straits Asia Resources Limited - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kideco Jaya Agung - Indonesia
- Eastern Energy - Thailand
- Samtan Co., Ltd - South Korea
- Cement Manufacturers Association - India
- Baramulti Group, Indonesia
- LBH Netherlands Bv - Netherlands
- Edison Trading Spa - Italy
- Sree Jayajothi Cements Limited - India
- Africa Commodities Group - South Africa
- Metalloyd Limited - United Kingdom
- AsiaOL BioFuels Corp., Philippines
- Australian Commodity Traders Exchange
- Ministry of Transport, Egypt
- Bhatia International Limited - India
- Malabar Cements Ltd - India
- Sindya Power Generating Company Private Ltd
- Commonwealth Bank - Australia
- Kohat Cement Company Ltd. - Pakistan
- Mintek Dendrill Indonesia
- Sakthi Sugars Limited - India
- CIMB Investment Bank - Malaysia
- Energy Link Ltd, New Zealand
- Parliament of New Zealand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Independent Power Producers Association of India
- ICICI Bank Limited - India
- Ministry of Finance - Indonesia
- Tata Chemicals Ltd - India
- GVK Power & Infra Limited - India
- Medco Energi Mining Internasional
- Bahari Cakrawala Sebuku - Indonesia
- Manunggal Multi Energi - Indonesia
- Trasteel International SA, Italy
- Toyota Tsusho Corporation, Japan
- Kepco SPC Power Corporation, Philippines
- Globalindo Alam Lestari - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Banpu Public Company Limited - Thailand
- Parry Sugars Refinery, India
- Timah Investasi Mineral - Indoneisa
- Interocean Group of Companies - India
- Maheswari Brothers Coal Limited - India
- Miang Besar Coal Terminal - Indonesia
- South Luzon Thermal Energy Corporation
- Indogreen Group - Indonesia
- Coal and Oil Company - UAE
- Makarim & Taira - Indonesia
- Indian Oil Corporation Limited
- Sinarmas Energy and Mining - Indonesia
- Coalindo Energy - Indonesia
- Meralco Power Generation, Philippines
- Orica Mining Services - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Merrill Lynch Commodities Europe
- Wilmar Investment Holdings
- Thai Mozambique Logistica
- Thiess Contractors Indonesia
- Siam City Cement PLC, Thailand
- Indonesian Coal Mining Association
- TeaM Sual Corporation - Philippines
- Bulk Trading Sa - Switzerland
- Georgia Ports Authority, United States
- Xindia Steels Limited - India
- Borneo Indobara - Indonesia
- Petron Corporation, Philippines
- Goldman Sachs - Singapore
- Planning Commission, India
- Bhushan Steel Limited - India
- SN Aboitiz Power Inc, Philippines
- Gujarat Electricity Regulatory Commission - India
- Pendopo Energi Batubara - Indonesia
- ASAPP Information Group - India
- Star Paper Mills Limited - India
- Minerals Council of Australia
- IEA Clean Coal Centre - UK
- CNBM International Corporation - China
- Iligan Light & Power Inc, Philippines
- European Bulk Services B.V. - Netherlands
- Jaiprakash Power Ventures ltd
- Indika Energy - Indonesia
- Port Waratah Coal Services - Australia
- Bukit Makmur.PT - Indonesia
- Bukit Baiduri Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- Uttam Galva Steels Limited - India
- PTC India Limited - India
- Therma Luzon, Inc, Philippines
- Simpson Spence & Young - Indonesia
- Aditya Birla Group - India
- Larsen & Toubro Limited - India
- Wood Mackenzie - Singapore
- Vijayanagar Sugar Pvt Ltd - India
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