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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, 18 April 22
DEMAND FOR THERMAL COAL TO RISE DUE TO INCREASE IN ELECTRICITY DEMAND: INDIAN COAL MINISTRY - PTI
Coal block allocatees have a golden opportunity to augment production as the demand for thermal coal will rise due to an increase in electricity de ...
Tuesday, 05 April 22
INDONESIAN COAL PRICE REFERENCE HITS RECORD ABOVE $288
COALspot.com: Indonesian Coal Price Reference for April in a steep climb from March 2022.
As expected, Russia – Ukraine war dr ...
Thursday, 31 March 22
CHINA STATE PLANNER ASKS COAL INDEX PROVIDERS TO RECTIFY IRREGULARITIES - REUTERS
China’s state planner has asked some major coal price index providers to rectify “severe irregularities” it had identified in the ...
Thursday, 31 March 22
IMPORTED COAL PRICES TO JUMP 55% IN APR-JUN, IMPACT INDIAN FIRMS: ICRA - LIVEMINT
Supply disruption owing to the Russia-Ukraine conflict could push the price of imported coal by 45-55% in Q1FY23 compared to the previous quarter, ...
Thursday, 31 March 22
CHINA'S COAL OUTPUT SET FOR MODERATE GROWTH IN 2022 - INDUSTRY BODY - REUTERS
China is expected to see its coal output to grow further in 2022 after hitting a record last year, an industry body forecast on Wednesday, as the c ...
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- GVK Power & Infra Limited - India
- Vedanta Resources Plc - India
- Globalindo Alam Lestari - Indonesia
- Tamil Nadu electricity Board
- Independent Power Producers Association of India
- Pipit Mutiara Jaya. PT, Indonesia
- Coalindo Energy - Indonesia
- Bulk Trading Sa - Switzerland
- Riau Bara Harum - Indonesia
- Bayan Resources Tbk. - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Vizag Seaport Private Limited - India
- Essar Steel Hazira Ltd - India
- The State Trading Corporation of India Ltd
- Bukit Makmur.PT - Indonesia
- Kideco Jaya Agung - Indonesia
- Larsen & Toubro Limited - India
- PNOC Exploration Corporation - Philippines
- Agrawal Coal Company - India
- Uttam Galva Steels Limited - India
- Ind-Barath Power Infra Limited - India
- Samtan Co., Ltd - South Korea
- Siam City Cement - Thailand
- Australian Coal Association
- Bangladesh Power Developement Board
- New Zealand Coal & Carbon
- PTC India Limited - India
- Semirara Mining and Power Corporation, Philippines
- Attock Cement Pakistan Limited
- The Treasury - Australian Government
- Indika Energy - Indonesia
- Jindal Steel & Power Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Sical Logistics Limited - India
- Parry Sugars Refinery, India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Pendopo Energi Batubara - Indonesia
- London Commodity Brokers - England
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Siam City Cement PLC, Thailand
- Semirara Mining Corp, Philippines
- Makarim & Taira - Indonesia
- GAC Shipping (India) Pvt Ltd
- Mercator Lines Limited - India
- Mercuria Energy - Indonesia
- Trasteel International SA, Italy
- Rashtriya Ispat Nigam Limited - India
- GMR Energy Limited - India
- White Energy Company Limited
- Timah Investasi Mineral - Indoneisa
- Straits Asia Resources Limited - Singapore
- Chamber of Mines of South Africa
- Ministry of Transport, Egypt
- SN Aboitiz Power Inc, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Savvy Resources Ltd - HongKong
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- IEA Clean Coal Centre - UK
- European Bulk Services B.V. - Netherlands
- Xindia Steels Limited - India
- Coal and Oil Company - UAE
- Sree Jayajothi Cements Limited - India
- Baramulti Group, Indonesia
- Star Paper Mills Limited - India
- Ceylon Electricity Board - Sri Lanka
- Meenaskhi Energy Private Limited - India
- PowerSource Philippines DevCo
- Miang Besar Coal Terminal - Indonesia
- Ministry of Mines - Canada
- Mjunction Services Limited - India
- Electricity Authority, New Zealand
- McConnell Dowell - Australia
- PetroVietnam Power Coal Import and Supply Company
- Directorate General of MIneral and Coal - Indonesia
- Coastal Gujarat Power Limited - India
- Antam Resourcindo - Indonesia
- Energy Link Ltd, New Zealand
- Maharashtra Electricity Regulatory Commission - India
- Indogreen Group - Indonesia
- VISA Power Limited - India
- Power Finance Corporation Ltd., India
- Merrill Lynch Commodities Europe
- Romanian Commodities Exchange
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Simpson Spence & Young - Indonesia
- Gujarat Electricity Regulatory Commission - India
- SMC Global Power, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Grasim Industreis Ltd - India
- Iligan Light & Power Inc, Philippines
- Indian Oil Corporation Limited
- Maheswari Brothers Coal Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Cigading International Bulk Terminal - Indonesia
- Sakthi Sugars Limited - India
- Aboitiz Power Corporation - Philippines
- Meralco Power Generation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sojitz Corporation - Japan
- Minerals Council of Australia
- Cement Manufacturers Association - India
- Interocean Group of Companies - India
- Madhucon Powers Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Anglo American - United Kingdom
- Orica Australia Pty. Ltd.
- The University of Queensland
- Lanco Infratech Ltd - India
- Latin American Coal - Colombia
- Thai Mozambique Logistica
- SMG Consultants - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Therma Luzon, Inc, Philippines
- TeaM Sual Corporation - Philippines
- Banpu Public Company Limited - Thailand
- Malabar Cements Ltd - India
- Kartika Selabumi Mining - Indonesia
- Directorate Of Revenue Intelligence - India
- Goldman Sachs - Singapore
- Economic Council, Georgia
- Bhoruka Overseas - Indonesia
- India Bulls Power Limited - India
- Global Business Power Corporation, Philippines
- Eastern Coal Council - USA
- Toyota Tsusho Corporation, Japan
- Australian Commodity Traders Exchange
- MS Steel International - UAE
- CNBM International Corporation - China
- Electricity Generating Authority of Thailand
- Rio Tinto Coal - Australia
- Sarangani Energy Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- South Luzon Thermal Energy Corporation
- Oldendorff Carriers - Singapore
- CIMB Investment Bank - Malaysia
- Planning Commission, India
- Posco Energy - South Korea
- Bahari Cakrawala Sebuku - Indonesia
- Binh Thuan Hamico - Vietnam
- Thiess Contractors Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Tata Chemicals Ltd - India
- OPG Power Generation Pvt Ltd - India
- Wilmar Investment Holdings
- Bhatia International Limited - India
- Singapore Mercantile Exchange
- Price Waterhouse Coopers - Russia
- Wood Mackenzie - Singapore
- Dalmia Cement Bharat India
- Aditya Birla Group - India
- Ministry of Finance - Indonesia
- Eastern Energy - Thailand
- Kohat Cement Company Ltd. - Pakistan
- San Jose City I Power Corp, Philippines
- Salva Resources Pvt Ltd - India
- Indian Energy Exchange, India
- Central Electricity Authority - India
- International Coal Ventures Pvt Ltd - India
- Parliament of New Zealand
- Standard Chartered Bank - UAE
- Barasentosa Lestari - Indonesia
- Bukit Baiduri Energy - Indonesia
- Energy Development Corp, Philippines
- Manunggal Multi Energi - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Edison Trading Spa - Italy
- Metalloyd Limited - United Kingdom
- Karaikal Port Pvt Ltd - India
- Port Waratah Coal Services - Australia
- Jorong Barutama Greston.PT - Indonesia
- Kepco SPC Power Corporation, Philippines
- Central Java Power - Indonesia
- ICICI Bank Limited - India
- Sindya Power Generating Company Private Ltd
- Commonwealth Bank - Australia
- Kumho Petrochemical, South Korea
- LBH Netherlands Bv - Netherlands
- Africa Commodities Group - South Africa
- Deloitte Consulting - India
- Chettinad Cement Corporation Ltd - India
- Bhushan Steel Limited - India
- Global Coal Blending Company Limited - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Alfred C Toepfer International GmbH - Germany
- Georgia Ports Authority, United States
- Borneo Indobara - Indonesia
- Orica Mining Services - Indonesia
- Ambuja Cements Ltd - India
- Renaissance Capital - South Africa
- Altura Mining Limited, Indonesia
- Kobexindo Tractors - Indoneisa
- Videocon Industries ltd - India
- Global Green Power PLC Corporation, Philippines
- Indonesian Coal Mining Association
- Medco Energi Mining Internasional
- Bukit Asam (Persero) Tbk - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Sinarmas Energy and Mining - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Mintek Dendrill Indonesia
- IHS Mccloskey Coal Group - USA
- Bharathi Cement Corporation - India
- Kapuas Tunggal Persada - Indonesia
- Petron Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Asmin Koalindo Tuhup - Indonesia
- Gujarat Sidhee Cement - India
- Formosa Plastics Group - Taiwan
- Heidelberg Cement - Germany
- ASAPP Information Group - India
- AsiaOL BioFuels Corp., Philippines
- Marubeni Corporation - India
- Kaltim Prima Coal - Indonesia
- Carbofer General Trading SA - India
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