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, 23 December 21
COAL DEMAND TO PEAK IN INDIA BY 2030, WILL BACK UP RENEWABLES: NITI REPORT - BUSINESS STANDARD
Coal will remain India’s mainstay energy source and the country will shape global demand this decade, two reports have said a month after the ...
Thursday, 23 December 21
INDONESIA’S 2022 COAL OUTPUT SEEN BETWEEN 637 MLN-664 MLN T- OFFICIAL - REUTERS
Indonesia’s 2022 coal output is estimated at between 637 million to 664 million tonnes based on production plans currently being finalised, s ...
Thursday, 23 December 21
VALE ANNOUNCES THE SALE OF ITS COAL ASSETS
Vale informs that, on this date, it has entered into a binding agreement with Vulcan to sell the Moatize coal mine and the Nacala Logistics Corrido ...
Thursday, 23 December 21
INDIA: CAPTIVE POWER PRODUCERS URGE GOVT TO ENSURE NORMAL COAL SUPPLIES - PTI
A captive power producers’ association has urged the government for 100 per cent normalisation of coal supply to captive power producers whil ...
Thursday, 23 December 21
MARKET INSIGHT - INTERMODAL
As an outstanding year for the dry bulk freight market comes to a close, so does a thriving year for the SnP market which can only be compared to 2 ...
|
|
|
Showing 381 to 385 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- GAC Shipping (India) Pvt Ltd
- Indogreen Group - Indonesia
- Jaiprakash Power Ventures ltd
- Samtan Co., Ltd - South Korea
- Kapuas Tunggal Persada - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Borneo Indobara - Indonesia
- LBH Netherlands Bv - Netherlands
- Leighton Contractors Pty Ltd - Australia
- Anglo American - United Kingdom
- Australian Commodity Traders Exchange
- Jindal Steel & Power Ltd - India
- London Commodity Brokers - England
- Attock Cement Pakistan Limited
- Semirara Mining and Power Corporation, Philippines
- Orica Mining Services - Indonesia
- Indika Energy - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Kartika Selabumi Mining - Indonesia
- Alfred C Toepfer International GmbH - Germany
- SMC Global Power, Philippines
- GMR Energy Limited - India
- Vizag Seaport Private Limited - India
- Sree Jayajothi Cements Limited - India
- Altura Mining Limited, Indonesia
- Vedanta Resources Plc - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Mercuria Energy - Indonesia
- Sarangani Energy Corporation, Philippines
- Thai Mozambique Logistica
- Parliament of New Zealand
- New Zealand Coal & Carbon
- Indian Oil Corporation Limited
- Bukit Baiduri Energy - Indonesia
- Sakthi Sugars Limited - India
- PNOC Exploration Corporation - Philippines
- Coal and Oil Company - UAE
- OPG Power Generation Pvt Ltd - India
- GVK Power & Infra Limited - India
- Electricity Authority, New Zealand
- Billiton Holdings Pty Ltd - Australia
- Orica Australia Pty. Ltd.
- Indian Energy Exchange, India
- Aboitiz Power Corporation - Philippines
- Heidelberg Cement - Germany
- Deloitte Consulting - India
- Oldendorff Carriers - Singapore
- Directorate Of Revenue Intelligence - India
- ASAPP Information Group - India
- ICICI Bank Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Edison Trading Spa - Italy
- Manunggal Multi Energi - Indonesia
- Therma Luzon, Inc, Philippines
- Mintek Dendrill Indonesia
- San Jose City I Power Corp, Philippines
- Price Waterhouse Coopers - Russia
- Antam Resourcindo - Indonesia
- Mercator Lines Limited - India
- Mjunction Services Limited - India
- Commonwealth Bank - Australia
- Makarim & Taira - Indonesia
- Toyota Tsusho Corporation, Japan
- Timah Investasi Mineral - Indoneisa
- CNBM International Corporation - China
- Straits Asia Resources Limited - Singapore
- Ministry of Mines - Canada
- Bank of Tokyo Mitsubishi UFJ Ltd
- India Bulls Power Limited - India
- Minerals Council of Australia
- Intertek Mineral Services - Indonesia
- Larsen & Toubro Limited - India
- Meralco Power Generation, Philippines
- Essar Steel Hazira Ltd - India
- Pendopo Energi Batubara - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- VISA Power Limited - India
- Ind-Barath Power Infra Limited - India
- Parry Sugars Refinery, India
- Sical Logistics Limited - India
- Carbofer General Trading SA - India
- Eastern Energy - Thailand
- Siam City Cement - Thailand
- Siam City Cement PLC, Thailand
- Rashtriya Ispat Nigam Limited - India
- Ministry of Transport, Egypt
- Kohat Cement Company Ltd. - Pakistan
- Cigading International Bulk Terminal - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Directorate General of MIneral and Coal - Indonesia
- Coalindo Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Madhucon Powers Ltd - India
- Uttam Galva Steels Limited - India
- Globalindo Alam Lestari - Indonesia
- Marubeni Corporation - India
- Global Green Power PLC Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- The Treasury - Australian Government
- Karaikal Port Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Kepco SPC Power Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Kalimantan Lumbung Energi - Indonesia
- PowerSource Philippines DevCo
- Maheswari Brothers Coal Limited - India
- Wilmar Investment Holdings
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Neyveli Lignite Corporation Ltd, - India
- PTC India Limited - India
- Aditya Birla Group - India
- Bayan Resources Tbk. - Indonesia
- Agrawal Coal Company - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Gujarat Electricity Regulatory Commission - India
- Eastern Coal Council - USA
- Meenaskhi Energy Private Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Krishnapatnam Port Company Ltd. - India
- MS Steel International - UAE
- Merrill Lynch Commodities Europe
- Semirara Mining Corp, Philippines
- Binh Thuan Hamico - Vietnam
- Jorong Barutama Greston.PT - Indonesia
- Bhushan Steel Limited - India
- Tamil Nadu electricity Board
- Africa Commodities Group - South Africa
- Bhatia International Limited - India
- SMG Consultants - Indonesia
- Formosa Plastics Group - Taiwan
- Coastal Gujarat Power Limited - India
- Planning Commission, India
- Australian Coal Association
- Central Java Power - Indonesia
- Economic Council, Georgia
- Sinarmas Energy and Mining - Indonesia
- Energy Link Ltd, New Zealand
- TeaM Sual Corporation - Philippines
- Wood Mackenzie - Singapore
- Kideco Jaya Agung - Indonesia
- Salva Resources Pvt Ltd - India
- Thiess Contractors Indonesia
- Interocean Group of Companies - India
- Kobexindo Tractors - Indoneisa
- Singapore Mercantile Exchange
- European Bulk Services B.V. - Netherlands
- Bangladesh Power Developement Board
- IEA Clean Coal Centre - UK
- McConnell Dowell - Australia
- Miang Besar Coal Terminal - Indonesia
- Indonesian Coal Mining Association
- The State Trading Corporation of India Ltd
- Maharashtra Electricity Regulatory Commission - India
- AsiaOL BioFuels Corp., Philippines
- Simpson Spence & Young - Indonesia
- Iligan Light & Power Inc, Philippines
- Chamber of Mines of South Africa
- Medco Energi Mining Internasional
- Energy Development Corp, Philippines
- Holcim Trading Pte Ltd - Singapore
- Dalmia Cement Bharat India
- Georgia Ports Authority, United States
- Bharathi Cement Corporation - India
- SN Aboitiz Power Inc, Philippines
- Global Business Power Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Indo Tambangraya Megah - Indonesia
- Kumho Petrochemical, South Korea
- Tata Chemicals Ltd - India
- Central Electricity Authority - India
- Power Finance Corporation Ltd., India
- Star Paper Mills Limited - India
- Sindya Power Generating Company Private Ltd
- IHS Mccloskey Coal Group - USA
- Metalloyd Limited - United Kingdom
- South Luzon Thermal Energy Corporation
- Goldman Sachs - Singapore
- Trasteel International SA, Italy
- The University of Queensland
- Ceylon Electricity Board - Sri Lanka
- Ambuja Cements Ltd - India
- Romanian Commodities Exchange
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Malabar Cements Ltd - India
- Barasentosa Lestari - Indonesia
- Rio Tinto Coal - Australia
- Grasim Industreis Ltd - India
- White Energy Company Limited
- Lanco Infratech Ltd - India
- Bhoruka Overseas - Indonesia
- Ministry of Finance - Indonesia
- Videocon Industries ltd - India
- Baramulti Group, Indonesia
- Bukit Makmur.PT - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Renaissance Capital - South Africa
- Posco Energy - South Korea
- Port Waratah Coal Services - Australia
- Riau Bara Harum - Indonesia
- Electricity Generating Authority of Thailand
- Standard Chartered Bank - UAE
- Bulk Trading Sa - Switzerland
- Chettinad Cement Corporation Ltd - India
- Gujarat Sidhee Cement - India
- Cement Manufacturers Association - India
- Latin American Coal - Colombia
- Global Coal Blending Company Limited - Australia
- GN Power Mariveles Coal Plant, Philippines
- Sojitz Corporation - Japan
- Xindia Steels Limited - India
- Banpu Public Company Limited - Thailand
- Independent Power Producers Association of India
- Petron Corporation, Philippines
|
| |
| |
|
