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Wednesday, 24 November 21
MARKET INSIGHT - INTERMODAL
 Inflation is the word that has dominated the meetings of foreign leaders and finance ministers in recent weeks, as rising energy costs, supply chain disruptions and monetary easing by states to support the economic recovery has in turn triggered concerns over the trajectory of growth from now on.
According to the Financial Times, the consumer price index in the United Sates and the eurozone rose at the fastest pace in 30 years. The global growth rate is expected to come at 5.9% this year, lower than the 6% that the International Monetary Fund predicted in July, but the fund expects inflation to ease in the next year, albeit the path is uncertain as the labor participation rate has yet to catch up, implying that higher inflation will linger some more until that happens.
Upward pressure on commodities has benefitted dry bulk freight rates up to now, but countries are deploying polices to mitigate price rises, with the example of China trying to rein in the coal surge by increasing domestic supply ahead of the heating season, and the United States announcing a while ago the release of oil from the strategic petroleum reserves in cooperation with other countries, namely China, Japan, India, South Korea and the United Kingdom.
The move will be unprecedented as major countries try to tame crude oil prices after OPEC countries rejected US calls for increased production. The move would put these countries against OPEC+, led by Saudi Arabia and Russia, for control of global oil markets and could prompt the group to reassess plans to revive oil supplies at their next meeting in early December, with potential implication on the tankers market that had just started to show signs of life.
While the macro uncertainty and above policies, along with the slow-down in China’s construction sector have been weighing down on dry over the past month– the market is showing signs of stabilization during the current week. It looks like the fundamental drivers of coal demand, increased congestion at Pacific discharge ports and a rebound in iron ore exports are still there to support the market off the recent bottom, before we head into the seasonal weakness of the first quarter.
By Zisis Stylianos,
SnP 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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Thursday, 26 August 21
INDIA IMPORTED 17.06 MLN TONNES OF LPG IN 2020; UP 11.5% Y-O-Y
Global LPG trade remained fairly positive in 2020, despite the global economic impact from COVID-19, and surged strongly in the first half of 2021. ...
Thursday, 26 August 21
MARKET INSIGHT - INTERMODAL
24th of August 2021, the Baltic Dry Index reached 4,201, a YTD high and the highest since May 2010.
Cape 5TC daily average @ 51,472
...
Tuesday, 24 August 21
COAL PRICE RALLY TO PRESSURE CHINESE POWER GENCOS’ MARGINS FITCH RATINGS
Fitch Ratings expects the pressure on Chinese power generation companies’ (gencos) profit from the recent coal price surge to weaken their cr ...
Tuesday, 24 August 21
TIGHT POWER SUPPLY IN CHINA AMID STRONG DEMAND, HIGH COAL PRICES - FITCH RATINGS
China experienced tight power supply in 1H21 on stronger than expected power demand as economic activity continued to recover, Fitch Ratings says i ...
Monday, 23 August 21
CHINESE COAL PRODUCTION RISES 4.9 PCT IN 1ST 7 MONTHS OF 2021 - NBS
Official figures demonstrated that the Chinese raw coal production surged 4.9 percent annually to 2.26 billion tonnes in the January-July period of ...
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- Ambuja Cements Ltd - India
- Star Paper Mills Limited - India
- Bhushan Steel Limited - India
- Aboitiz Power Corporation - Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Miang Besar Coal Terminal - Indonesia
- Independent Power Producers Association of India
- Barasentosa Lestari - Indonesia
- Grasim Industreis Ltd - India
- Mercuria Energy - Indonesia
- Intertek Mineral Services - Indonesia
- PowerSource Philippines DevCo
- Renaissance Capital - South Africa
- Indo Tambangraya Megah - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Global Business Power Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Singapore Mercantile Exchange
- Wood Mackenzie - Singapore
- Bhoruka Overseas - Indonesia
- Petron Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Price Waterhouse Coopers - Russia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Parliament of New Zealand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Semirara Mining and Power Corporation, Philippines
- Eastern Coal Council - USA
- Larsen & Toubro Limited - India
- Sinarmas Energy and Mining - Indonesia
- Banpu Public Company Limited - Thailand
- SMC Global Power, Philippines
- Mercator Lines Limited - India
- Toyota Tsusho Corporation, Japan
- Straits Asia Resources Limited - Singapore
- Global Coal Blending Company Limited - Australia
- Energy Link Ltd, New Zealand
- Therma Luzon, Inc, Philippines
- Siam City Cement - Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- White Energy Company Limited
- Tata Chemicals Ltd - India
- Directorate Of Revenue Intelligence - India
- McConnell Dowell - Australia
- OPG Power Generation Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Bukit Baiduri Energy - Indonesia
- Ind-Barath Power Infra Limited - India
- Sarangani Energy Corporation, Philippines
- Attock Cement Pakistan Limited
- SMG Consultants - Indonesia
- Orica Australia Pty. Ltd.
- Central Java Power - Indonesia
- Semirara Mining Corp, Philippines
- Indogreen Group - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Carbofer General Trading SA - India
- Cement Manufacturers Association - India
- MS Steel International - UAE
- Goldman Sachs - Singapore
- Bukit Makmur.PT - Indonesia
- Formosa Plastics Group - Taiwan
- GAC Shipping (India) Pvt Ltd
- Krishnapatnam Port Company Ltd. - India
- Iligan Light & Power Inc, Philippines
- Meenaskhi Energy Private Limited - India
- Chamber of Mines of South Africa
- Energy Development Corp, Philippines
- Manunggal Multi Energi - Indonesia
- Jindal Steel & Power Ltd - India
- Siam City Cement PLC, Thailand
- Bharathi Cement Corporation - India
- GMR Energy Limited - India
- Georgia Ports Authority, United States
- Marubeni Corporation - India
- Maharashtra Electricity Regulatory Commission - India
- Chettinad Cement Corporation Ltd - India
- London Commodity Brokers - England
- Essar Steel Hazira Ltd - India
- Coastal Gujarat Power Limited - India
- Eastern Energy - Thailand
- Planning Commission, India
- PetroVietnam Power Coal Import and Supply Company
- The Treasury - Australian Government
- Interocean Group of Companies - India
- PTC India Limited - India
- Kaltim Prima Coal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Latin American Coal - Colombia
- IEA Clean Coal Centre - UK
- Globalindo Alam Lestari - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Riau Bara Harum - Indonesia
- Baramulti Group, Indonesia
- Metalloyd Limited - United Kingdom
- Parry Sugars Refinery, India
- Kumho Petrochemical, South Korea
- South Luzon Thermal Energy Corporation
- The State Trading Corporation of India Ltd
- Vijayanagar Sugar Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Wilmar Investment Holdings
- Africa Commodities Group - South Africa
- CIMB Investment Bank - Malaysia
- Electricity Generating Authority of Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Binh Thuan Hamico - Vietnam
- Aditya Birla Group - India
- Economic Council, Georgia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Billiton Holdings Pty Ltd - Australia
- Edison Trading Spa - Italy
- Vedanta Resources Plc - India
- Samtan Co., Ltd - South Korea
- Rashtriya Ispat Nigam Limited - India
- AsiaOL BioFuels Corp., Philippines
- The University of Queensland
- Makarim & Taira - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Karaikal Port Pvt Ltd - India
- Commonwealth Bank - Australia
- Jaiprakash Power Ventures ltd
- Savvy Resources Ltd - HongKong
- Salva Resources Pvt Ltd - India
- Ministry of Mines - Canada
- Kepco SPC Power Corporation, Philippines
- Trasteel International SA, Italy
- Orica Mining Services - Indonesia
- Bulk Trading Sa - Switzerland
- Ministry of Finance - Indonesia
- Oldendorff Carriers - Singapore
- GVK Power & Infra Limited - India
- Romanian Commodities Exchange
- Coal and Oil Company - UAE
- ICICI Bank Limited - India
- India Bulls Power Limited - India
- Thiess Contractors Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Maheswari Brothers Coal Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Antam Resourcindo - Indonesia
- Electricity Authority, New Zealand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indonesian Coal Mining Association
- Kartika Selabumi Mining - Indonesia
- Madhucon Powers Ltd - India
- Power Finance Corporation Ltd., India
- Sakthi Sugars Limited - India
- LBH Netherlands Bv - Netherlands
- CNBM International Corporation - China
- VISA Power Limited - India
- Indian Oil Corporation Limited
- Bangladesh Power Developement Board
- Port Waratah Coal Services - Australia
- European Bulk Services B.V. - Netherlands
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Minerals Council of Australia
- Kapuas Tunggal Persada - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Simpson Spence & Young - Indonesia
- Global Green Power PLC Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Sree Jayajothi Cements Limited - India
- Malabar Cements Ltd - India
- Indika Energy - Indonesia
- Australian Coal Association
- SN Aboitiz Power Inc, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Mjunction Services Limited - India
- Bayan Resources Tbk. - Indonesia
- Bhatia International Limited - India
- PNOC Exploration Corporation - Philippines
- Meralco Power Generation, Philippines
- Anglo American - United Kingdom
- Merrill Lynch Commodities Europe
- Videocon Industries ltd - India
- Gujarat Sidhee Cement - India
- IHS Mccloskey Coal Group - USA
- Bukit Asam (Persero) Tbk - Indonesia
- Australian Commodity Traders Exchange
- Sical Logistics Limited - India
- TeaM Sual Corporation - Philippines
- Deloitte Consulting - India
- Rio Tinto Coal - Australia
- Gujarat Electricity Regulatory Commission - India
- Agrawal Coal Company - India
- Medco Energi Mining Internasional
- Uttam Galva Steels Limited - India
- Ceylon Electricity Board - Sri Lanka
- Kideco Jaya Agung - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- San Jose City I Power Corp, Philippines
- Heidelberg Cement - Germany
- Cigading International Bulk Terminal - Indonesia
- Pendopo Energi Batubara - Indonesia
- Ministry of Transport, Egypt
- Kobexindo Tractors - Indoneisa
- Xindia Steels Limited - India
- Indian Energy Exchange, India
- Holcim Trading Pte Ltd - Singapore
- Tamil Nadu electricity Board
- Dalmia Cement Bharat India
- Coalindo Energy - Indonesia
- Posco Energy - South Korea
- Sojitz Corporation - Japan
- Neyveli Lignite Corporation Ltd, - India
- Borneo Indobara - Indonesia
- Mintek Dendrill Indonesia
- International Coal Ventures Pvt Ltd - India
- Central Electricity Authority - India
- Standard Chartered Bank - UAE
- Vizag Seaport Private Limited - India
- New Zealand Coal & Carbon
- Lanco Infratech Ltd - India
- Thai Mozambique Logistica
- ASAPP Information Group - India
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