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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.
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, 08 July 21
STRONGEST HALF YEAR FOR SHIPPING MARKETS SINCE 2008 - CLARKSONS
A year on from peak trade disruption, we update our half year report for the shipping industry profiling a strong recovery and some exceptional ind ...
Tuesday, 06 July 21
INDONESIA COAL PRICE REFERENCE RISES TO 112 MONTHS HIGH IN JULY 2021; 121.15% HIGHER COMPARED TO THAT IN JULY 2020 PRICE
COALspot.com: The Indonesia coal price reference for July 2021 fixed at US$ 115.35 per ton FOB vessel.
The Indonesia coal price referenc ...
Tuesday, 06 July 21
INDONESIAN COAL EXPORTS FELL BY 37% YOY IN 1Q21 DUE TO ADVERSE WEATHER CONDITIONS - FITCH RATINGS
Chinese coal imports declined by 25% yoy in 5M21as a result of both restrictions on Australian coal and the high base in 2020. Import volume in Jan ...
Tuesday, 06 July 21
INDONESIAN 4,200 INDEX HAS ALSO INCREASED TO OVER USD50 PER TONNE SINCE MAY THIS YEAR REFLECTING STRONG CHINESE IMPORT DEMAND - FITCH RATINGS
Price Surge Since March
APAC thermal coal has resumed its price surge since March this year. The benchmark Newcastle 6,000kcal/kg grade c ...
Thursday, 01 July 21
WHY INDIA’S SOLAR POWER TARIFFS ARE CLIMBING AFTER HITTING RECORD LOWS LAST YEAR - IEEFA
What’s behind the recent increase?
Solar tariffs are deflationary. Prices have fallen by 75% in seven years in India, and in 2 ...
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- Savvy Resources Ltd - HongKong
- PowerSource Philippines DevCo
- Offshore Bulk Terminal Pte Ltd, Singapore
- Aboitiz Power Corporation - Philippines
- PetroVietnam Power Coal Import and Supply Company
- Georgia Ports Authority, United States
- Globalindo Alam Lestari - Indonesia
- The State Trading Corporation of India Ltd
- TNB Fuel Sdn Bhd - Malaysia
- Tata Chemicals Ltd - India
- Gujarat Sidhee Cement - India
- Sarangani Energy Corporation, Philippines
- Thiess Contractors Indonesia
- Edison Trading Spa - Italy
- Kapuas Tunggal Persada - Indonesia
- New Zealand Coal & Carbon
- Australian Commodity Traders Exchange
- Toyota Tsusho Corporation, Japan
- Attock Cement Pakistan Limited
- Latin American Coal - Colombia
- Mercuria Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- Therma Luzon, Inc, Philippines
- Coalindo Energy - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Bhatia International Limited - India
- Gujarat Electricity Regulatory Commission - India
- Bahari Cakrawala Sebuku - Indonesia
- Ministry of Mines - Canada
- GMR Energy Limited - India
- Medco Energi Mining Internasional
- Indo Tambangraya Megah - Indonesia
- Wood Mackenzie - Singapore
- Interocean Group of Companies - India
- Orica Australia Pty. Ltd.
- Kumho Petrochemical, South Korea
- India Bulls Power Limited - India
- Salva Resources Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Romanian Commodities Exchange
- Karbindo Abesyapradhi - Indoneisa
- International Coal Ventures Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Directorate Of Revenue Intelligence - India
- Krishnapatnam Port Company Ltd. - India
- Bharathi Cement Corporation - India
- Singapore Mercantile Exchange
- Bhushan Steel Limited - India
- SMC Global Power, Philippines
- Vizag Seaport Private Limited - India
- Billiton Holdings Pty Ltd - Australia
- ASAPP Information Group - India
- Rashtriya Ispat Nigam Limited - India
- Kepco SPC Power Corporation, Philippines
- Minerals Council of Australia
- Uttam Galva Steels Limited - India
- Kaltim Prima Coal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Coastal Gujarat Power Limited - India
- Meralco Power Generation, Philippines
- Timah Investasi Mineral - Indoneisa
- Sindya Power Generating Company Private Ltd
- Siam City Cement - Thailand
- Baramulti Group, Indonesia
- Orica Mining Services - Indonesia
- Wilmar Investment Holdings
- The University of Queensland
- Barasentosa Lestari - Indonesia
- Coal and Oil Company - UAE
- SN Aboitiz Power Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Goldman Sachs - Singapore
- Global Coal Blending Company Limited - Australia
- Banpu Public Company Limited - Thailand
- Indika Energy - Indonesia
- Central Java Power - Indonesia
- Tamil Nadu electricity Board
- PTC India Limited - India
- Chettinad Cement Corporation Ltd - India
- OPG Power Generation Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- Larsen & Toubro Limited - India
- LBH Netherlands Bv - Netherlands
- Indian Energy Exchange, India
- Petrochimia International Co. Ltd.- Taiwan
- Parliament of New Zealand
- Antam Resourcindo - Indonesia
- Manunggal Multi Energi - Indonesia
- Eastern Energy - Thailand
- Malabar Cements Ltd - India
- Bukit Makmur.PT - Indonesia
- CNBM International Corporation - China
- Jorong Barutama Greston.PT - Indonesia
- Africa Commodities Group - South Africa
- Mintek Dendrill Indonesia
- Energy Development Corp, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Ind-Barath Power Infra Limited - India
- Indonesian Coal Mining Association
- Global Green Power PLC Corporation, Philippines
- GVK Power & Infra Limited - India
- Bukit Baiduri Energy - Indonesia
- Sakthi Sugars Limited - India
- Renaissance Capital - South Africa
- Mjunction Services Limited - India
- Star Paper Mills Limited - India
- Australian Coal Association
- European Bulk Services B.V. - Netherlands
- Miang Besar Coal Terminal - Indonesia
- Bangladesh Power Developement Board
- Sical Logistics Limited - India
- CIMB Investment Bank - Malaysia
- Vedanta Resources Plc - India
- Sojitz Corporation - Japan
- Cement Manufacturers Association - India
- Independent Power Producers Association of India
- Holcim Trading Pte Ltd - Singapore
- Siam City Cement PLC, Thailand
- Intertek Mineral Services - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- South Luzon Thermal Energy Corporation
- Indogreen Group - Indonesia
- Power Finance Corporation Ltd., India
- Binh Thuan Hamico - Vietnam
- Meenaskhi Energy Private Limited - India
- Jaiprakash Power Ventures ltd
- Ministry of Finance - Indonesia
- Ambuja Cements Ltd - India
- Maheswari Brothers Coal Limited - India
- Deloitte Consulting - India
- White Energy Company Limited
- Essar Steel Hazira Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Price Waterhouse Coopers - Russia
- IEA Clean Coal Centre - UK
- GN Power Mariveles Coal Plant, Philippines
- Energy Link Ltd, New Zealand
- Riau Bara Harum - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Commonwealth Bank - Australia
- Planning Commission, India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bulk Trading Sa - Switzerland
- Altura Mining Limited, Indonesia
- Semirara Mining and Power Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Thai Mozambique Logistica
- Kobexindo Tractors - Indoneisa
- Semirara Mining Corp, Philippines
- Chamber of Mines of South Africa
- Simpson Spence & Young - Indonesia
- IHS Mccloskey Coal Group - USA
- Karaikal Port Pvt Ltd - India
- Heidelberg Cement - Germany
- Kalimantan Lumbung Energi - Indonesia
- TeaM Sual Corporation - Philippines
- Ceylon Electricity Board - Sri Lanka
- MS Steel International - UAE
- Directorate General of MIneral and Coal - Indonesia
- Metalloyd Limited - United Kingdom
- Petron Corporation, Philippines
- Parry Sugars Refinery, India
- Rio Tinto Coal - Australia
- London Commodity Brokers - England
- Jindal Steel & Power Ltd - India
- Trasteel International SA, Italy
- Formosa Plastics Group - Taiwan
- Samtan Co., Ltd - South Korea
- VISA Power Limited - India
- Merrill Lynch Commodities Europe
- Agrawal Coal Company - India
- Leighton Contractors Pty Ltd - Australia
- Aditya Birla Group - India
- Gujarat Mineral Development Corp Ltd - India
- Marubeni Corporation - India
- San Jose City I Power Corp, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Standard Chartered Bank - UAE
- Lanco Infratech Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Kideco Jaya Agung - Indonesia
- GAC Shipping (India) Pvt Ltd
- McConnell Dowell - Australia
- Makarim & Taira - Indonesia
- Kartika Selabumi Mining - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Videocon Industries ltd - India
- Electricity Authority, New Zealand
- Carbofer General Trading SA - India
- ICICI Bank Limited - India
- Oldendorff Carriers - Singapore
- Borneo Indobara - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Port Waratah Coal Services - Australia
- Sinarmas Energy and Mining - Indonesia
- Mercator Lines Limited - India
- Bhoruka Overseas - Indonesia
- Anglo American - United Kingdom
- SMG Consultants - Indonesia
- Dalmia Cement Bharat India
- Posco Energy - South Korea
- Straits Asia Resources Limited - Singapore
- Grasim Industreis Ltd - India
- Indian Oil Corporation Limited
- Central Electricity Authority - India
- PNOC Exploration Corporation - Philippines
- The Treasury - Australian Government
- Global Business Power Corporation, Philippines
- Ministry of Transport, Egypt
- Xindia Steels Limited - India
- Eastern Coal Council - USA
- Economic Council, Georgia
- Madhucon Powers Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
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