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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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Wednesday, 05 January 22
CHINA COAL FUTURES SURGE ON SUPPLY WORRIES AMID INDONESIA EXPORT BAN - REUTERS
China’s thermal coal futures surged by as much as 7.8per cent to kick off 2022 on concerns of supply disruptions after Indonesia, its biggest ...
Wednesday, 05 January 22
INDONESIA WARNS COAL SUPPLY CRUNCH NOT OVER AS CHINA PRICES RALLY - REUTERS
Indonesia has warned that its coal supply situation remains critical, ahead of Wednesday’s (Jan 5) review of its export ban, unnerving global ...
Tuesday, 28 December 21
INDIA'S ADANI NEARS FIRST COAL SHIPMENT FROM SHUNNED AUSTRALIAN MINE - REUTERS
India’s Adani Group ADEL.NS is preparing to ship the first coal cargo from Australia’s most controversial mine, after battling a seven- ...
Thursday, 23 December 21
COAL TO STAY AS MAJOR SOURCE OF ENERGY IN FORESEEABLE FUTURE: JOSHI - BUSINESS STANDARD
Coal will stay as a major source of energy in the foreseeable future as it is an affordable source of energy with substantial reserve, Parliament w ...
Thursday, 23 December 21
ANNUAL U.S. COAL-FIRED ELECTRICITY GENERATION WILL INCREASE FOR THE FIRST TIME SINCE 2014 - EIA
From December 20 through December 30, Today in Energy will feature some of our favorite articles from 2021. Today’s article was originally pu ...
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- Parry Sugars Refinery, India
- Edison Trading Spa - Italy
- Orica Australia Pty. Ltd.
- Miang Besar Coal Terminal - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- The University of Queensland
- Vedanta Resources Plc - India
- Kobexindo Tractors - Indoneisa
- Indogreen Group - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Semirara Mining and Power Corporation, Philippines
- Sakthi Sugars Limited - India
- Alfred C Toepfer International GmbH - Germany
- Maharashtra Electricity Regulatory Commission - India
- Thai Mozambique Logistica
- Agrawal Coal Company - India
- Simpson Spence & Young - Indonesia
- Larsen & Toubro Limited - India
- GN Power Mariveles Coal Plant, Philippines
- New Zealand Coal & Carbon
- Vizag Seaport Private Limited - India
- Thiess Contractors Indonesia
- Trasteel International SA, Italy
- Kideco Jaya Agung - Indonesia
- Coalindo Energy - Indonesia
- Borneo Indobara - Indonesia
- European Bulk Services B.V. - Netherlands
- Ministry of Finance - Indonesia
- The State Trading Corporation of India Ltd
- India Bulls Power Limited - India
- Australian Coal Association
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- IHS Mccloskey Coal Group - USA
- Timah Investasi Mineral - Indoneisa
- Asmin Koalindo Tuhup - Indonesia
- Banpu Public Company Limited - Thailand
- San Jose City I Power Corp, Philippines
- Wilmar Investment Holdings
- Maheswari Brothers Coal Limited - India
- Videocon Industries ltd - India
- PetroVietnam Power Coal Import and Supply Company
- GMR Energy Limited - India
- Sarangani Energy Corporation, Philippines
- Singapore Mercantile Exchange
- London Commodity Brokers - England
- Electricity Generating Authority of Thailand
- Binh Thuan Hamico - Vietnam
- Energy Development Corp, Philippines
- Therma Luzon, Inc, Philippines
- Coal and Oil Company - UAE
- TeaM Sual Corporation - Philippines
- Kapuas Tunggal Persada - Indonesia
- Kaltim Prima Coal - Indonesia
- Commonwealth Bank - Australia
- CIMB Investment Bank - Malaysia
- Essar Steel Hazira Ltd - India
- Madhucon Powers Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Interocean Group of Companies - India
- Latin American Coal - Colombia
- Global Coal Blending Company Limited - Australia
- Power Finance Corporation Ltd., India
- Bhushan Steel Limited - India
- Riau Bara Harum - Indonesia
- Central Java Power - Indonesia
- Bukit Makmur.PT - Indonesia
- Wood Mackenzie - Singapore
- Uttam Galva Steels Limited - India
- Manunggal Multi Energi - Indonesia
- Standard Chartered Bank - UAE
- Samtan Co., Ltd - South Korea
- Kumho Petrochemical, South Korea
- Port Waratah Coal Services - Australia
- Eastern Energy - Thailand
- The Treasury - Australian Government
- Intertek Mineral Services - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Kalimantan Lumbung Energi - Indonesia
- Metalloyd Limited - United Kingdom
- Global Business Power Corporation, Philippines
- Indian Oil Corporation Limited
- Bank of Tokyo Mitsubishi UFJ Ltd
- Australian Commodity Traders Exchange
- Rashtriya Ispat Nigam Limited - India
- Grasim Industreis Ltd - India
- Bhatia International Limited - India
- Ministry of Mines - Canada
- Marubeni Corporation - India
- Merrill Lynch Commodities Europe
- Directorate General of MIneral and Coal - Indonesia
- SMG Consultants - Indonesia
- Altura Mining Limited, Indonesia
- Electricity Authority, New Zealand
- Savvy Resources Ltd - HongKong
- Xindia Steels Limited - India
- Barasentosa Lestari - Indonesia
- Bangladesh Power Developement Board
- Neyveli Lignite Corporation Ltd, - India
- Cigading International Bulk Terminal - Indonesia
- Semirara Mining Corp, Philippines
- Economic Council, Georgia
- Bayan Resources Tbk. - Indonesia
- Parliament of New Zealand
- Aditya Birla Group - India
- Siam City Cement - Thailand
- McConnell Dowell - Australia
- Pendopo Energi Batubara - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Oldendorff Carriers - Singapore
- Kepco SPC Power Corporation, Philippines
- Bulk Trading Sa - Switzerland
- Billiton Holdings Pty Ltd - Australia
- Tata Chemicals Ltd - India
- Mintek Dendrill Indonesia
- ASAPP Information Group - India
- Antam Resourcindo - Indonesia
- CNBM International Corporation - China
- Anglo American - United Kingdom
- Africa Commodities Group - South Africa
- Kartika Selabumi Mining - Indonesia
- Jindal Steel & Power Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Georgia Ports Authority, United States
- Karaikal Port Pvt Ltd - India
- Star Paper Mills Limited - India
- Heidelberg Cement - Germany
- Globalindo Alam Lestari - Indonesia
- Orica Mining Services - Indonesia
- Rio Tinto Coal - Australia
- Indonesian Coal Mining Association
- Eastern Coal Council - USA
- Baramulti Group, Indonesia
- MS Steel International - UAE
- Sree Jayajothi Cements Limited - India
- LBH Netherlands Bv - Netherlands
- Price Waterhouse Coopers - Russia
- Dalmia Cement Bharat India
- Leighton Contractors Pty Ltd - Australia
- Aboitiz Power Corporation - Philippines
- Indian Energy Exchange, India
- Toyota Tsusho Corporation, Japan
- Ministry of Transport, Egypt
- Krishnapatnam Port Company Ltd. - India
- Deloitte Consulting - India
- Gujarat Mineral Development Corp Ltd - India
- Energy Link Ltd, New Zealand
- Straits Asia Resources Limited - Singapore
- Chamber of Mines of South Africa
- SN Aboitiz Power Inc, Philippines
- Chettinad Cement Corporation Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- GAC Shipping (India) Pvt Ltd
- Lanco Infratech Ltd - India
- Renaissance Capital - South Africa
- Posco Energy - South Korea
- Salva Resources Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Planning Commission, India
- Central Electricity Authority - India
- Bharathi Cement Corporation - India
- International Coal Ventures Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Sical Logistics Limited - India
- GVK Power & Infra Limited - India
- Meralco Power Generation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- PNOC Exploration Corporation - Philippines
- Sojitz Corporation - Japan
- Carbofer General Trading SA - India
- Minerals Council of Australia
- White Energy Company Limited
- SMC Global Power, Philippines
- Holcim Trading Pte Ltd - Singapore
- Medco Energi Mining Internasional
- Formosa Plastics Group - Taiwan
- Ind-Barath Power Infra Limited - India
- Directorate Of Revenue Intelligence - India
- Goldman Sachs - Singapore
- Global Green Power PLC Corporation, Philippines
- Cement Manufacturers Association - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- PowerSource Philippines DevCo
- Indo Tambangraya Megah - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Indika Energy - Indonesia
- ICICI Bank Limited - India
- Mercator Lines Limited - India
- Malabar Cements Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Siam City Cement PLC, Thailand
- Bukit Baiduri Energy - Indonesia
- Independent Power Producers Association of India
- PTC India Limited - India
- OPG Power Generation Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Makarim & Taira - Indonesia
- Petron Corporation, Philippines
- Romanian Commodities Exchange
- Meenaskhi Energy Private Limited - India
- Mjunction Services Limited - India
- Sinarmas Energy and Mining - Indonesia
- IEA Clean Coal Centre - UK
- Coastal Gujarat Power Limited - India
- Tamil Nadu electricity Board
- VISA Power Limited - India
- Gujarat Sidhee Cement - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- Mercuria Energy - Indonesia
- Attock Cement Pakistan Limited
- Ambuja Cements Ltd - India
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