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, 06 October 22
COAL INDIA ASKED TO ENHANCE SUPPLY TO THERMAL POWER PLANTS - IANS
With the festival season round the corner, Coal India Ltd. has been directed by the government to scale up dispatch to thermal power plants.
&n ...
Wednesday, 05 October 22
BUNKER PRICES DOWN AGAIN; IS THERE MORE TO COME? - INTEGR8 FUELS
It’s the economy…..”
VLSFO prices are now back to levels at the start of this year. After all the extremes of thi ...
Wednesday, 05 October 22
MARKET INSIGHT - INTERMODAL
Amid the looming western sanctions on Russia, the country is challenged to pivot its energy markets away from Europe and toward the East. Yet, Russ ...
Tuesday, 04 October 22
A REMARKABLE SHIFT IN FORTUNES HAS BEEN NOTED IN THE CRUDE OIL TANKER MARKETS - ALLIED SHIPPING
A remarkable shift in fortunes has been noted in the crude oil tanker markets over the past month, yet despite these shifts being seemingly in thei ...
Tuesday, 04 October 22
OIL PRICES COULD SOON RETURN TO $100 AS OPEC+ CONSIDERS ‘HISTORIC’ CUT, ANALYSTS SAY - CNBC
An influential alliance of some of the world’s most powerful oil producers is reportedly considering their largest output cut since the start ...
|
|
|
Showing 216 to 220 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Krishnapatnam Port Company Ltd. - India
- Bayan Resources Tbk. - Indonesia
- Sindya Power Generating Company Private Ltd
- Toyota Tsusho Corporation, Japan
- Minerals Council of Australia
- Global Coal Blending Company Limited - Australia
- PowerSource Philippines DevCo
- Kaltim Prima Coal - Indonesia
- Videocon Industries ltd - India
- Pendopo Energi Batubara - Indonesia
- GMR Energy Limited - India
- Semirara Mining and Power Corporation, Philippines
- Rio Tinto Coal - Australia
- Dalmia Cement Bharat India
- The State Trading Corporation of India Ltd
- Georgia Ports Authority, United States
- Eastern Energy - Thailand
- Aboitiz Power Corporation - Philippines
- Bhushan Steel Limited - India
- Wilmar Investment Holdings
- Commonwealth Bank - Australia
- Makarim & Taira - Indonesia
- Binh Thuan Hamico - Vietnam
- Vizag Seaport Private Limited - India
- Banpu Public Company Limited - Thailand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Australian Commodity Traders Exchange
- Iligan Light & Power Inc, Philippines
- McConnell Dowell - Australia
- Coal and Oil Company - UAE
- India Bulls Power Limited - India
- Altura Mining Limited, Indonesia
- Kumho Petrochemical, South Korea
- Bulk Trading Sa - Switzerland
- PNOC Exploration Corporation - Philippines
- GN Power Mariveles Coal Plant, Philippines
- Bharathi Cement Corporation - India
- Anglo American - United Kingdom
- Mercuria Energy - Indonesia
- Bangladesh Power Developement Board
- The Treasury - Australian Government
- Parry Sugars Refinery, India
- Semirara Mining Corp, Philippines
- Kepco SPC Power Corporation, Philippines
- Electricity Generating Authority of Thailand
- Vedanta Resources Plc - India
- New Zealand Coal & Carbon
- Siam City Cement PLC, Thailand
- Sarangani Energy Corporation, Philippines
- Star Paper Mills Limited - India
- LBH Netherlands Bv - Netherlands
- Kartika Selabumi Mining - Indonesia
- Indika Energy - Indonesia
- Latin American Coal - Colombia
- SMC Global Power, Philippines
- Straits Asia Resources Limited - Singapore
- Leighton Contractors Pty Ltd - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Tamil Nadu electricity Board
- Orica Mining Services - Indonesia
- Globalindo Alam Lestari - Indonesia
- Independent Power Producers Association of India
- Jaiprakash Power Ventures ltd
- Directorate Of Revenue Intelligence - India
- Sojitz Corporation - Japan
- SN Aboitiz Power Inc, Philippines
- GVK Power & Infra Limited - India
- Larsen & Toubro Limited - India
- Manunggal Multi Energi - Indonesia
- Marubeni Corporation - India
- Neyveli Lignite Corporation Ltd, - India
- Indo Tambangraya Megah - Indonesia
- Essar Steel Hazira Ltd - India
- Australian Coal Association
- Ministry of Finance - Indonesia
- Coalindo Energy - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- South Luzon Thermal Energy Corporation
- Planning Commission, India
- Therma Luzon, Inc, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Sakthi Sugars Limited - India
- Formosa Plastics Group - Taiwan
- PTC India Limited - India
- ASAPP Information Group - India
- Ind-Barath Power Infra Limited - India
- Kapuas Tunggal Persada - Indonesia
- Xindia Steels Limited - India
- Rashtriya Ispat Nigam Limited - India
- Central Electricity Authority - India
- Lanco Infratech Ltd - India
- Interocean Group of Companies - India
- Orica Australia Pty. Ltd.
- Chettinad Cement Corporation Ltd - India
- OPG Power Generation Pvt Ltd - India
- International Coal Ventures Pvt Ltd - India
- Cement Manufacturers Association - India
- TNB Fuel Sdn Bhd - Malaysia
- Sree Jayajothi Cements Limited - India
- Cigading International Bulk Terminal - Indonesia
- Deloitte Consulting - India
- Indogreen Group - Indonesia
- Goldman Sachs - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Energy Development Corp, Philippines
- Barasentosa Lestari - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Thai Mozambique Logistica
- Intertek Mineral Services - Indonesia
- Carbofer General Trading SA - India
- White Energy Company Limited
- Trasteel International SA, Italy
- Holcim Trading Pte Ltd - Singapore
- TeaM Sual Corporation - Philippines
- Timah Investasi Mineral - Indoneisa
- IHS Mccloskey Coal Group - USA
- Africa Commodities Group - South Africa
- Eastern Coal Council - USA
- Indian Energy Exchange, India
- San Jose City I Power Corp, Philippines
- Riau Bara Harum - Indonesia
- London Commodity Brokers - England
- Global Green Power PLC Corporation, Philippines
- Renaissance Capital - South Africa
- Medco Energi Mining Internasional
- Standard Chartered Bank - UAE
- Alfred C Toepfer International GmbH - Germany
- Salva Resources Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Antam Resourcindo - Indonesia
- Global Business Power Corporation, Philippines
- Attock Cement Pakistan Limited
- Aditya Birla Group - India
- European Bulk Services B.V. - Netherlands
- Directorate General of MIneral and Coal - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Uttam Galva Steels Limited - India
- PetroVietnam Power Coal Import and Supply Company
- VISA Power Limited - India
- Sinarmas Energy and Mining - Indonesia
- Siam City Cement - Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Posco Energy - South Korea
- Kohat Cement Company Ltd. - Pakistan
- Gujarat Electricity Regulatory Commission - India
- Port Waratah Coal Services - Australia
- Madhucon Powers Ltd - India
- Kobexindo Tractors - Indoneisa
- Grasim Industreis Ltd - India
- Petron Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Indonesian Coal Mining Association
- Meenaskhi Energy Private Limited - India
- Bukit Makmur.PT - Indonesia
- Parliament of New Zealand
- Bahari Cakrawala Sebuku - Indonesia
- Savvy Resources Ltd - HongKong
- Electricity Authority, New Zealand
- Miang Besar Coal Terminal - Indonesia
- Edison Trading Spa - Italy
- Metalloyd Limited - United Kingdom
- Karaikal Port Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Mjunction Services Limited - India
- Bukit Baiduri Energy - Indonesia
- Singapore Mercantile Exchange
- Simpson Spence & Young - Indonesia
- Thiess Contractors Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Malabar Cements Ltd - India
- Ambuja Cements Ltd - India
- Ministry of Mines - Canada
- Power Finance Corporation Ltd., India
- IEA Clean Coal Centre - UK
- The University of Queensland
- CNBM International Corporation - China
- ICICI Bank Limited - India
- Baramulti Group, Indonesia
- Bhatia International Limited - India
- Ceylon Electricity Board - Sri Lanka
- Merrill Lynch Commodities Europe
- Coastal Gujarat Power Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Mintek Dendrill Indonesia
- Kideco Jaya Agung - Indonesia
- Heidelberg Cement - Germany
- Price Waterhouse Coopers - Russia
- Central Java Power - Indonesia
- Ministry of Transport, Egypt
- MS Steel International - UAE
- Oldendorff Carriers - Singapore
- GAC Shipping (India) Pvt Ltd
- Samtan Co., Ltd - South Korea
- Energy Link Ltd, New Zealand
- Maheswari Brothers Coal Limited - India
- Agrawal Coal Company - India
- SMG Consultants - Indonesia
- Chamber of Mines of South Africa
- Meralco Power Generation, Philippines
- Gujarat Sidhee Cement - India
- Economic Council, Georgia
- CIMB Investment Bank - Malaysia
- Indian Oil Corporation Limited
- Sical Logistics Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Wood Mackenzie - Singapore
- Tata Chemicals Ltd - India
- Borneo Indobara - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Mercator Lines Limited - India
- Billiton Holdings Pty Ltd - Australia
- Romanian Commodities Exchange
- Jindal Steel & Power Ltd - India
|
| |
| |
|
