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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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Thursday, 17 February 22
MAJOR INSTITUTIONS PROVIDED OVER $1.5 TRLN TO COAL SECTOR IN 2019-2021, SAYS NGO GROUP - REUTERS
Financial institutions channelled more than $1.5 trillion into the coal industry in loans and underwriting from January 2019 to November 2021, even ...
Thursday, 17 February 22
APAC THERMAL COAL PRICES TO EASE ON END OF INDONESIA EXPORT BAN - FITCH RATINGS
Fitch Ratings-Shanghai/Singapore-14 February 2022: APAC thermal coal prices are likely to come under pressure in the near term due to seasonally we ...
Tuesday, 15 February 22
IS ANOTHER COAL SHORTAGE CRISIS LOOMING OVER INDIA? - BUSINESS STANDARD
In December last year, the Federation of Indian Mineral Industries (FIMI) shot off a letter to the Prime Minister claiming that the coal crisis was ...
Tuesday, 15 February 22
THERMAL COAL'S RECORD PRICE RUN MAY END UP ITS OWN WORST ENEMY - REUTERS
The price of benchmark Australian thermal coal rose last week to trade near record highs, providing a short-term boost to producers but increasing ...
Thursday, 10 February 22
INDONESIA: COAL EXPORT BAN - SKULD
Indonesia's coal export ban in the light of force majeure and off-hire clauses
In January 2022, Indonesia, the world's biggest exporte ...
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- Edison Trading Spa - Italy
- Power Finance Corporation Ltd., India
- Indian Oil Corporation Limited
- The State Trading Corporation of India Ltd
- Gujarat Electricity Regulatory Commission - India
- Ministry of Finance - Indonesia
- Wood Mackenzie - Singapore
- Attock Cement Pakistan Limited
- Indogreen Group - Indonesia
- Oldendorff Carriers - Singapore
- Kumho Petrochemical, South Korea
- Siam City Cement PLC, Thailand
- Global Coal Blending Company Limited - Australia
- Straits Asia Resources Limited - Singapore
- Jaiprakash Power Ventures ltd
- Coalindo Energy - Indonesia
- Bayan Resources Tbk. - Indonesia
- Eastern Energy - Thailand
- McConnell Dowell - Australia
- Alfred C Toepfer International GmbH - Germany
- Cigading International Bulk Terminal - Indonesia
- Renaissance Capital - South Africa
- Orica Australia Pty. Ltd.
- Metalloyd Limited - United Kingdom
- White Energy Company Limited
- San Jose City I Power Corp, Philippines
- Semirara Mining and Power Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Manunggal Multi Energi - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Kobexindo Tractors - Indoneisa
- Orica Mining Services - Indonesia
- Parry Sugars Refinery, India
- Bukit Makmur.PT - Indonesia
- Bangladesh Power Developement Board
- Rio Tinto Coal - Australia
- Bhoruka Overseas - Indonesia
- Borneo Indobara - Indonesia
- SMG Consultants - Indonesia
- Anglo American - United Kingdom
- Makarim & Taira - Indonesia
- International Coal Ventures Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- Cement Manufacturers Association - India
- IHS Mccloskey Coal Group - USA
- Ministry of Transport, Egypt
- Tamil Nadu electricity Board
- Aditya Birla Group - India
- GMR Energy Limited - India
- PNOC Exploration Corporation - Philippines
- Antam Resourcindo - Indonesia
- ASAPP Information Group - India
- Globalindo Alam Lestari - Indonesia
- The Treasury - Australian Government
- Gujarat Sidhee Cement - India
- Xindia Steels Limited - India
- Bulk Trading Sa - Switzerland
- Timah Investasi Mineral - Indoneisa
- Ambuja Cements Ltd - India
- Carbofer General Trading SA - India
- Sindya Power Generating Company Private Ltd
- Miang Besar Coal Terminal - Indonesia
- Kartika Selabumi Mining - Indonesia
- Sree Jayajothi Cements Limited - India
- Toyota Tsusho Corporation, Japan
- Indian Energy Exchange, India
- New Zealand Coal & Carbon
- Coal and Oil Company - UAE
- Romanian Commodities Exchange
- Petrochimia International Co. Ltd.- Taiwan
- Georgia Ports Authority, United States
- London Commodity Brokers - England
- South Luzon Thermal Energy Corporation
- Karaikal Port Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sinarmas Energy and Mining - Indonesia
- Maheswari Brothers Coal Limited - India
- Wilmar Investment Holdings
- Bahari Cakrawala Sebuku - Indonesia
- Dalmia Cement Bharat India
- Latin American Coal - Colombia
- Chettinad Cement Corporation Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Mercator Lines Limited - India
- Sakthi Sugars Limited - India
- Ministry of Mines - Canada
- Australian Coal Association
- Goldman Sachs - Singapore
- Heidelberg Cement - Germany
- Standard Chartered Bank - UAE
- Electricity Generating Authority of Thailand
- AsiaOL BioFuels Corp., Philippines
- Baramulti Group, Indonesia
- TeaM Sual Corporation - Philippines
- Merrill Lynch Commodities Europe
- Interocean Group of Companies - India
- Siam City Cement - Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- Price Waterhouse Coopers - Russia
- Economic Council, Georgia
- Ceylon Electricity Board - Sri Lanka
- Videocon Industries ltd - India
- Mjunction Services Limited - India
- Vizag Seaport Private Limited - India
- Ind-Barath Power Infra Limited - India
- Port Waratah Coal Services - Australia
- CIMB Investment Bank - Malaysia
- PowerSource Philippines DevCo
- Bhushan Steel Limited - India
- OPG Power Generation Pvt Ltd - India
- Posco Energy - South Korea
- Independent Power Producers Association of India
- Petron Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Electricity Authority, New Zealand
- Africa Commodities Group - South Africa
- Gujarat Mineral Development Corp Ltd - India
- Trasteel International SA, Italy
- ICICI Bank Limited - India
- Riau Bara Harum - Indonesia
- Eastern Coal Council - USA
- Commonwealth Bank - Australia
- India Bulls Power Limited - India
- Indonesian Coal Mining Association
- SMC Global Power, Philippines
- Meenaskhi Energy Private Limited - India
- Central Electricity Authority - India
- Iligan Light & Power Inc, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Salva Resources Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Altura Mining Limited, Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- The University of Queensland
- Energy Development Corp, Philippines
- PetroVietnam Power Coal Import and Supply Company
- IEA Clean Coal Centre - UK
- Essar Steel Hazira Ltd - India
- Deloitte Consulting - India
- Bharathi Cement Corporation - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Chamber of Mines of South Africa
- Savvy Resources Ltd - HongKong
- Star Paper Mills Limited - India
- Aboitiz Power Corporation - Philippines
- Medco Energi Mining Internasional
- Rashtriya Ispat Nigam Limited - India
- GVK Power & Infra Limited - India
- Holcim Trading Pte Ltd - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Australian Commodity Traders Exchange
- Coastal Gujarat Power Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Global Business Power Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Simpson Spence & Young - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Larsen & Toubro Limited - India
- Vedanta Resources Plc - India
- Indika Energy - Indonesia
- Jindal Steel & Power Ltd - India
- Uttam Galva Steels Limited - India
- Grasim Industreis Ltd - India
- Energy Link Ltd, New Zealand
- Mintek Dendrill Indonesia
- CNBM International Corporation - China
- Agrawal Coal Company - India
- Binh Thuan Hamico - Vietnam
- Kapuas Tunggal Persada - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- PTC India Limited - India
- Sical Logistics Limited - India
- Sojitz Corporation - Japan
- Meralco Power Generation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Banpu Public Company Limited - Thailand
- Bhatia International Limited - India
- LBH Netherlands Bv - Netherlands
- Thai Mozambique Logistica
- Marubeni Corporation - India
- Tata Chemicals Ltd - India
- Indo Tambangraya Megah - Indonesia
- Therma Luzon, Inc, Philippines
- Kaltim Prima Coal - Indonesia
- Krishnapatnam Port Company Ltd. - India
- SN Aboitiz Power Inc, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Neyveli Lignite Corporation Ltd, - India
- Semirara Mining Corp, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Malabar Cements Ltd - India
- Thiess Contractors Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- European Bulk Services B.V. - Netherlands
- Central Java Power - Indonesia
- GAC Shipping (India) Pvt Ltd
- Minerals Council of Australia
- GN Power Mariveles Coal Plant, Philippines
- Barasentosa Lestari - Indonesia
- Lanco Infratech Ltd - India
- Mercuria Energy - Indonesia
- Singapore Mercantile Exchange
- Directorate Of Revenue Intelligence - India
- Global Green Power PLC Corporation, Philippines
- MS Steel International - UAE
- Sarangani Energy Corporation, Philippines
- Madhucon Powers Ltd - India
- VISA Power Limited - India
- Kideco Jaya Agung - Indonesia
- Kepco SPC Power Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Planning Commission, India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Parliament of New Zealand
- Intertek Mineral Services - Indonesia
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