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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.
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Wednesday, 24 November 21
WHY THIS MINING ANALYST IS UPBEAT ON THE IRON ORE PRICE FORECAST - MOTLEY FOOL
In many ways, 2021 can be called the year of the iron ore price. Much of the talk of the ASX town this year has revolved around this key economic m ...
Wednesday, 24 November 21
PRICE OF CHINA’S COAL FUTURE DROPS BY 60% AS NATIONWIDE DAILY OUTPUT REACHES OVER 12 MILLION TONS: NDRC - GLOBAL TIMES
China’s daily coal output has now stabilized after reaching over 12 million tons and the price of coal futures has declined to 800 yuan ($125 ...
Friday, 19 November 21
CHINA: COAL SUPPLIES TO STABILIZE FOR COMING COLD SEASON
China is capable of ensuring stable coal supplies this winter and next spring with the increase in coal production and the rising stockpiles at pow ...
Wednesday, 17 November 21
MARKET INSIGHT - INTERMODAL
It has been another declining week for the dry bulk market and evidently, we are seeing asset values gradually losing momentum as well. Following a ...
Tuesday, 16 November 21
EARNINGS RECOVERY IN INDONESIAN COAL TO CONTINUE THROUGH 2021, BUT SLOW IN 2022 - FITCH RATINGS
The recovery in the operating and financial performance of Indonesian coal miners and coal contractors is likely to slow in 2022, but coal prices s ...
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- Metalloyd Limited - United Kingdom
- Port Waratah Coal Services - Australia
- Australian Commodity Traders Exchange
- San Jose City I Power Corp, Philippines
- Miang Besar Coal Terminal - Indonesia
- VISA Power Limited - India
- IEA Clean Coal Centre - UK
- The Treasury - Australian Government
- Global Coal Blending Company Limited - Australia
- Orica Australia Pty. Ltd.
- Attock Cement Pakistan Limited
- Altura Mining Limited, Indonesia
- Sical Logistics Limited - India
- Sinarmas Energy and Mining - Indonesia
- Makarim & Taira - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Binh Thuan Hamico - Vietnam
- Central Java Power - Indonesia
- Timah Investasi Mineral - Indoneisa
- White Energy Company Limited
- Energy Development Corp, Philippines
- Vedanta Resources Plc - India
- Parliament of New Zealand
- TeaM Sual Corporation - Philippines
- Deloitte Consulting - India
- Salva Resources Pvt Ltd - India
- Georgia Ports Authority, United States
- London Commodity Brokers - England
- Bhoruka Overseas - Indonesia
- Kumho Petrochemical, South Korea
- Kaltim Prima Coal - Indonesia
- Ambuja Cements Ltd - India
- Essar Steel Hazira Ltd - India
- Rio Tinto Coal - Australia
- Straits Asia Resources Limited - Singapore
- Kohat Cement Company Ltd. - Pakistan
- Australian Coal Association
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Jaiprakash Power Ventures ltd
- Mercuria Energy - Indonesia
- Bangladesh Power Developement Board
- India Bulls Power Limited - India
- Larsen & Toubro Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Thai Mozambique Logistica
- Barasentosa Lestari - Indonesia
- Formosa Plastics Group - Taiwan
- Star Paper Mills Limited - India
- CIMB Investment Bank - Malaysia
- IHS Mccloskey Coal Group - USA
- Billiton Holdings Pty Ltd - Australia
- Bhushan Steel Limited - India
- Meenaskhi Energy Private Limited - India
- Directorate Of Revenue Intelligence - India
- Antam Resourcindo - Indonesia
- The University of Queensland
- Gujarat Electricity Regulatory Commission - India
- Global Green Power PLC Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Uttam Galva Steels Limited - India
- Dalmia Cement Bharat India
- Indogreen Group - Indonesia
- Savvy Resources Ltd - HongKong
- Bharathi Cement Corporation - India
- Kalimantan Lumbung Energi - Indonesia
- Ministry of Finance - Indonesia
- Standard Chartered Bank - UAE
- Kepco SPC Power Corporation, Philippines
- Trasteel International SA, Italy
- Bayan Resources Tbk. - Indonesia
- Lanco Infratech Ltd - India
- Therma Luzon, Inc, Philippines
- Anglo American - United Kingdom
- Central Electricity Authority - India
- GMR Energy Limited - India
- Sakthi Sugars Limited - India
- Ind-Barath Power Infra Limited - India
- Sarangani Energy Corporation, Philippines
- CNBM International Corporation - China
- Madhucon Powers Ltd - India
- Indian Energy Exchange, India
- Sindya Power Generating Company Private Ltd
- Meralco Power Generation, Philippines
- PTC India Limited - India
- Bhatia International Limited - India
- Wood Mackenzie - Singapore
- Africa Commodities Group - South Africa
- Interocean Group of Companies - India
- Singapore Mercantile Exchange
- Bulk Trading Sa - Switzerland
- GAC Shipping (India) Pvt Ltd
- Bukit Baiduri Energy - Indonesia
- Borneo Indobara - Indonesia
- Tamil Nadu electricity Board
- Videocon Industries ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Thiess Contractors Indonesia
- Independent Power Producers Association of India
- Eastern Energy - Thailand
- Electricity Authority, New Zealand
- Aditya Birla Group - India
- Indo Tambangraya Megah - Indonesia
- ICICI Bank Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Grasim Industreis Ltd - India
- Cement Manufacturers Association - India
- Aboitiz Power Corporation - Philippines
- International Coal Ventures Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- New Zealand Coal & Carbon
- ASAPP Information Group - India
- Indian Oil Corporation Limited
- Siam City Cement - Thailand
- Karaikal Port Pvt Ltd - India
- SMC Global Power, Philippines
- Siam City Cement PLC, Thailand
- Commonwealth Bank - Australia
- GVK Power & Infra Limited - India
- Chettinad Cement Corporation Ltd - India
- MS Steel International - UAE
- Chamber of Mines of South Africa
- Mintek Dendrill Indonesia
- Kapuas Tunggal Persada - Indonesia
- Intertek Mineral Services - Indonesia
- Samtan Co., Ltd - South Korea
- Tata Chemicals Ltd - India
- Gujarat Sidhee Cement - India
- Cigading International Bulk Terminal - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Banpu Public Company Limited - Thailand
- Minerals Council of Australia
- Indonesian Coal Mining Association
- Simpson Spence & Young - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Ministry of Transport, Egypt
- Planning Commission, India
- OPG Power Generation Pvt Ltd - India
- Heidelberg Cement - Germany
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Rashtriya Ispat Nigam Limited - India
- PowerSource Philippines DevCo
- Petrochimia International Co. Ltd.- Taiwan
- Global Business Power Corporation, Philippines
- Agrawal Coal Company - India
- Economic Council, Georgia
- Posco Energy - South Korea
- Indika Energy - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Coalindo Energy - Indonesia
- Riau Bara Harum - Indonesia
- Energy Link Ltd, New Zealand
- Coal and Oil Company - UAE
- Merrill Lynch Commodities Europe
- PNOC Exploration Corporation - Philippines
- Parry Sugars Refinery, India
- Asmin Koalindo Tuhup - Indonesia
- Vizag Seaport Private Limited - India
- Oldendorff Carriers - Singapore
- Mercator Lines Limited - India
- Kideco Jaya Agung - Indonesia
- The State Trading Corporation of India Ltd
- Power Finance Corporation Ltd., India
- Pendopo Energi Batubara - Indonesia
- Wilmar Investment Holdings
- Mjunction Services Limited - India
- European Bulk Services B.V. - Netherlands
- Krishnapatnam Port Company Ltd. - India
- Coastal Gujarat Power Limited - India
- Latin American Coal - Colombia
- Marubeni Corporation - India
- Renaissance Capital - South Africa
- Maheswari Brothers Coal Limited - India
- Alfred C Toepfer International GmbH - Germany
- Baramulti Group, Indonesia
- Ceylon Electricity Board - Sri Lanka
- Semirara Mining and Power Corporation, Philippines
- Medco Energi Mining Internasional
- Eastern Coal Council - USA
- Globalindo Alam Lestari - Indonesia
- Sojitz Corporation - Japan
- Bukit Makmur.PT - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Toyota Tsusho Corporation, Japan
- Carbofer General Trading SA - India
- Jindal Steel & Power Ltd - India
- Petron Corporation, Philippines
- South Luzon Thermal Energy Corporation
- Edison Trading Spa - Italy
- Price Waterhouse Coopers - Russia
- Semirara Mining Corp, Philippines
- Malabar Cements Ltd - India
- Manunggal Multi Energi - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- LBH Netherlands Bv - Netherlands
- Iligan Light & Power Inc, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Romanian Commodities Exchange
- Bahari Cakrawala Sebuku - Indonesia
- AsiaOL BioFuels Corp., Philippines
- SMG Consultants - Indonesia
- McConnell Dowell - Australia
- Kartika Selabumi Mining - Indonesia
- Goldman Sachs - Singapore
- Offshore Bulk Terminal Pte Ltd, Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Xindia Steels Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Electricity Generating Authority of Thailand
- Sree Jayajothi Cements Limited - India
- Leighton Contractors Pty Ltd - Australia
- Orica Mining Services - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Ministry of Mines - Canada
- SN Aboitiz Power Inc, Philippines
- Kobexindo Tractors - Indoneisa
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