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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, 18 November 22
REALITIES OF LOI LIABILITIES - BALTIC EXCHANGE
KNOWLEDGE TO ELEVATE
The cargo misdelivery claim in Trafigura Maritime Logistics Pte Ltd v. Clearlake Shipping Pte Ltd (Miracle Hope) [2022] E ...
Tuesday, 15 November 22
CHINA SEES RISING COAL STORAGE AMID SUPPLY PUSH - XINHUA
Coal stockpiles at China’s power plants have seen considerable increases, ensuring energy supply for the winter, the country’s energy r ...
Tuesday, 15 November 22
SEABORNE THERMAL COAL PRICES START TO EASE, BUT PROCESS IS UNEVEN - REUTERS
Prices for seaborne thermal coal have started to drop as fears of a winter energy crunch ease, but the rate of decline has varied across the differ ...
Thursday, 10 November 22
INDIA: THERMAL PLANTS HAVE ADEQUATE COAL STOCKS AT 25.6 MILLION TONNES, SAYS GOVT - IANS
The coal stock with domestic dry fuel-based power plants, as on October 31, was 25.6 million tonnes, the government said, adding that the availabil ...
Tuesday, 08 November 22
OUTLOOK ON CHINA’S WEAKENED BASIC MATERIALS SECTOR CLOUDED BY POLICY SWINGS - FITCH RATINGS
Fitch Ratings expects basic materials demand in China to improve qoq in 4Q22, driven by seasonally higher construction activity, solid infrastructu ...
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- Bayan Resources Tbk. - Indonesia
- Marubeni Corporation - India
- Star Paper Mills Limited - India
- Goldman Sachs - Singapore
- MS Steel International - UAE
- Indian Energy Exchange, India
- Oldendorff Carriers - Singapore
- Krishnapatnam Port Company Ltd. - India
- Wood Mackenzie - Singapore
- Commonwealth Bank - Australia
- Gujarat Sidhee Cement - India
- PNOC Exploration Corporation - Philippines
- VISA Power Limited - India
- Timah Investasi Mineral - Indoneisa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Altura Mining Limited, Indonesia
- Interocean Group of Companies - India
- Bhushan Steel Limited - India
- Xindia Steels Limited - India
- Global Green Power PLC Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Banpu Public Company Limited - Thailand
- Standard Chartered Bank - UAE
- Coalindo Energy - Indonesia
- Chettinad Cement Corporation Ltd - India
- Essar Steel Hazira Ltd - India
- Mintek Dendrill Indonesia
- Pendopo Energi Batubara - Indonesia
- Central Java Power - Indonesia
- Indogreen Group - Indonesia
- Manunggal Multi Energi - Indonesia
- Jaiprakash Power Ventures ltd
- Salva Resources Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- International Coal Ventures Pvt Ltd - India
- Siam City Cement PLC, Thailand
- South Luzon Thermal Energy Corporation
- Sical Logistics Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Indonesian Coal Mining Association
- Rio Tinto Coal - Australia
- Sojitz Corporation - Japan
- Orica Australia Pty. Ltd.
- Parry Sugars Refinery, India
- McConnell Dowell - Australia
- Trasteel International SA, Italy
- Price Waterhouse Coopers - Russia
- Bukit Makmur.PT - Indonesia
- Ambuja Cements Ltd - India
- Medco Energi Mining Internasional
- Larsen & Toubro Limited - India
- India Bulls Power Limited - India
- Global Coal Blending Company Limited - Australia
- Bangladesh Power Developement Board
- Sarangani Energy Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Mercator Lines Limited - India
- OPG Power Generation Pvt Ltd - India
- Electricity Authority, New Zealand
- Eastern Energy - Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Coal and Oil Company - UAE
- Maharashtra Electricity Regulatory Commission - India
- Merrill Lynch Commodities Europe
- Billiton Holdings Pty Ltd - Australia
- Agrawal Coal Company - India
- Gujarat Electricity Regulatory Commission - India
- Meralco Power Generation, Philippines
- Minerals Council of Australia
- Bhatia International Limited - India
- Attock Cement Pakistan Limited
- Lanco Infratech Ltd - India
- Parliament of New Zealand
- Meenaskhi Energy Private Limited - India
- Binh Thuan Hamico - Vietnam
- Makarim & Taira - Indonesia
- Antam Resourcindo - Indonesia
- Ministry of Transport, Egypt
- Bharathi Cement Corporation - India
- GN Power Mariveles Coal Plant, Philippines
- Edison Trading Spa - Italy
- Indo Tambangraya Megah - Indonesia
- Central Electricity Authority - India
- Kumho Petrochemical, South Korea
- Directorate General of MIneral and Coal - Indonesia
- Kobexindo Tractors - Indoneisa
- Bukit Baiduri Energy - Indonesia
- Mjunction Services Limited - India
- Romanian Commodities Exchange
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- European Bulk Services B.V. - Netherlands
- Siam City Cement - Thailand
- Riau Bara Harum - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Africa Commodities Group - South Africa
- The Treasury - Australian Government
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Coastal Gujarat Power Limited - India
- Globalindo Alam Lestari - Indonesia
- Simpson Spence & Young - Indonesia
- Jindal Steel & Power Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Videocon Industries ltd - India
- GMR Energy Limited - India
- Madhucon Powers Ltd - India
- Directorate Of Revenue Intelligence - India
- Rashtriya Ispat Nigam Limited - India
- Sinarmas Energy and Mining - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Uttam Galva Steels Limited - India
- Petron Corporation, Philippines
- The University of Queensland
- Cement Manufacturers Association - India
- Karaikal Port Pvt Ltd - India
- Borneo Indobara - Indonesia
- Kepco SPC Power Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Energy Link Ltd, New Zealand
- Orica Mining Services - Indonesia
- Mercuria Energy - Indonesia
- Bhoruka Overseas - Indonesia
- Savvy Resources Ltd - HongKong
- Heidelberg Cement - Germany
- Baramulti Group, Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Asmin Koalindo Tuhup - Indonesia
- Sindya Power Generating Company Private Ltd
- Tamil Nadu electricity Board
- Dalmia Cement Bharat India
- Electricity Generating Authority of Thailand
- Alfred C Toepfer International GmbH - Germany
- Miang Besar Coal Terminal - Indonesia
- Eastern Coal Council - USA
- Planning Commission, India
- SMC Global Power, Philippines
- SN Aboitiz Power Inc, Philippines
- Port Waratah Coal Services - Australia
- Kalimantan Lumbung Energi - Indonesia
- Renaissance Capital - South Africa
- San Jose City I Power Corp, Philippines
- Kideco Jaya Agung - Indonesia
- Metalloyd Limited - United Kingdom
- Global Business Power Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Thiess Contractors Indonesia
- Energy Development Corp, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indian Oil Corporation Limited
- Neyveli Lignite Corporation Ltd, - India
- Economic Council, Georgia
- Sree Jayajothi Cements Limited - India
- Sakthi Sugars Limited - India
- Anglo American - United Kingdom
- Straits Asia Resources Limited - Singapore
- Iligan Light & Power Inc, Philippines
- Ceylon Electricity Board - Sri Lanka
- Singapore Mercantile Exchange
- Independent Power Producers Association of India
- Therma Luzon, Inc, Philippines
- Posco Energy - South Korea
- Australian Commodity Traders Exchange
- Kartika Selabumi Mining - Indonesia
- Power Finance Corporation Ltd., India
- Grasim Industreis Ltd - India
- Tata Chemicals Ltd - India
- Toyota Tsusho Corporation, Japan
- Carbofer General Trading SA - India
- Vizag Seaport Private Limited - India
- Bulk Trading Sa - Switzerland
- Deloitte Consulting - India
- White Energy Company Limited
- Indika Energy - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Vedanta Resources Plc - India
- Malabar Cements Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ministry of Mines - Canada
- GAC Shipping (India) Pvt Ltd
- Leighton Contractors Pty Ltd - Australia
- Cigading International Bulk Terminal - Indonesia
- Georgia Ports Authority, United States
- Semirara Mining Corp, Philippines
- Chamber of Mines of South Africa
- TeaM Sual Corporation - Philippines
- The State Trading Corporation of India Ltd
- Barasentosa Lestari - Indonesia
- GVK Power & Infra Limited - India
- Ministry of Finance - Indonesia
- New Zealand Coal & Carbon
- IHS Mccloskey Coal Group - USA
- Formosa Plastics Group - Taiwan
- Gujarat Mineral Development Corp Ltd - India
- Wilmar Investment Holdings
- Bahari Cakrawala Sebuku - Indonesia
- Kaltim Prima Coal - Indonesia
- Aboitiz Power Corporation - Philippines
- PowerSource Philippines DevCo
- ASAPP Information Group - India
- SMG Consultants - Indonesia
- IEA Clean Coal Centre - UK
- London Commodity Brokers - England
- ICICI Bank Limited - India
- CIMB Investment Bank - Malaysia
- CNBM International Corporation - China
- Thai Mozambique Logistica
- Maheswari Brothers Coal Limited - India
- Intertek Mineral Services - Indonesia
- Ind-Barath Power Infra Limited - India
- Samtan Co., Ltd - South Korea
- Semirara Mining and Power Corporation, Philippines
- Aditya Birla Group - India
- PTC India Limited - India
- Australian Coal Association
- Latin American Coal - Colombia
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