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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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Monday, 04 March 24
IS YOUR GUARANTEE A GUARANTEE? NOTE TO SHIPOWNERS - GARD
KNOWLEDGE TO ELEVATE
The law of guarantees is not always obvious or easy to understand without proper guidance. This article clarifies the dif ...
Friday, 23 February 24
STRONG OUTLOOK FOR THE TANKER MARKET IN 2024 AND BEYOND - DNV
Several factors have aligned over the past two years to create a robust and profitable market for tanker owners, which is expected to drive newbuil ...
Friday, 23 February 24
AUSTRALIAN COAL FLOWS TO ASIA HOVER ABOVE LAST YEAR’S VOLUME TONNES - SIGNAL GROUP
In the final days of February, the dry bulk freight market appeared to maintain a relatively stable momentum, particularly evident in the large ves ...
Friday, 23 February 24
RUSSIAN COAL SHIPMENTS FALL 14% AS SANCTIONS BITE - BIMCO
During the first seven weeks of 2024, Russian coal shipments have fallen 14% y/y. Volumes have gradually declined since October 2023 when logistica ...
Thursday, 22 February 24
BIMCO PUBLISHES SHIP FINANCING FORMS TO ENSURE UNINTERRUPTED USE OF SHIPS
BIMCO has published two standard Quiet Enjoyment Letters (QELs), the first standard form QELs available to the industry, to offer a tool that can e ...
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- Bharathi Cement Corporation - India
- Maharashtra Electricity Regulatory Commission - India
- Kepco SPC Power Corporation, Philippines
- Marubeni Corporation - India
- Savvy Resources Ltd - HongKong
- San Jose City I Power Corp, Philippines
- Indian Energy Exchange, India
- Global Green Power PLC Corporation, Philippines
- Siam City Cement - Thailand
- Eastern Coal Council - USA
- Electricity Authority, New Zealand
- Jorong Barutama Greston.PT - Indonesia
- Interocean Group of Companies - India
- Bukit Makmur.PT - Indonesia
- Georgia Ports Authority, United States
- Sakthi Sugars Limited - India
- Formosa Plastics Group - Taiwan
- Bayan Resources Tbk. - Indonesia
- SN Aboitiz Power Inc, Philippines
- Dalmia Cement Bharat India
- PTC India Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Baramulti Group, Indonesia
- Electricity Generating Authority of Thailand
- Semirara Mining and Power Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Madhucon Powers Ltd - India
- Romanian Commodities Exchange
- Planning Commission, India
- Chamber of Mines of South Africa
- White Energy Company Limited
- Indonesian Coal Mining Association
- Indian Oil Corporation Limited
- Petron Corporation, Philippines
- Videocon Industries ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Mercator Lines Limited - India
- Xindia Steels Limited - India
- Indo Tambangraya Megah - Indonesia
- Grasim Industreis Ltd - India
- Commonwealth Bank - Australia
- Mintek Dendrill Indonesia
- Economic Council, Georgia
- Mercuria Energy - Indonesia
- Bhatia International Limited - India
- Meenaskhi Energy Private Limited - India
- Straits Asia Resources Limited - Singapore
- PowerSource Philippines DevCo
- Malabar Cements Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Barasentosa Lestari - Indonesia
- TeaM Sual Corporation - Philippines
- Antam Resourcindo - Indonesia
- Salva Resources Pvt Ltd - India
- Bhushan Steel Limited - India
- Maheswari Brothers Coal Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- South Luzon Thermal Energy Corporation
- Wood Mackenzie - Singapore
- Binh Thuan Hamico - Vietnam
- SMC Global Power, Philippines
- Samtan Co., Ltd - South Korea
- Bangladesh Power Developement Board
- The University of Queensland
- Kapuas Tunggal Persada - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Renaissance Capital - South Africa
- Pendopo Energi Batubara - Indonesia
- Anglo American - United Kingdom
- Toyota Tsusho Corporation, Japan
- ICICI Bank Limited - India
- Central Electricity Authority - India
- Kartika Selabumi Mining - Indonesia
- Heidelberg Cement - Germany
- Singapore Mercantile Exchange
- Cement Manufacturers Association - India
- PetroVietnam Power Coal Import and Supply Company
- Holcim Trading Pte Ltd - Singapore
- Sical Logistics Limited - India
- Karaikal Port Pvt Ltd - India
- McConnell Dowell - Australia
- AsiaOL BioFuels Corp., Philippines
- Star Paper Mills Limited - India
- Coal and Oil Company - UAE
- Coalindo Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Makarim & Taira - Indonesia
- Merrill Lynch Commodities Europe
- Coastal Gujarat Power Limited - India
- Africa Commodities Group - South Africa
- Sojitz Corporation - Japan
- Australian Coal Association
- Agrawal Coal Company - India
- Lanco Infratech Ltd - India
- Semirara Mining Corp, Philippines
- London Commodity Brokers - England
- Posco Energy - South Korea
- Directorate Of Revenue Intelligence - India
- MS Steel International - UAE
- Port Waratah Coal Services - Australia
- GVK Power & Infra Limited - India
- Krishnapatnam Port Company Ltd. - India
- Kohat Cement Company Ltd. - Pakistan
- Miang Besar Coal Terminal - Indonesia
- Parliament of New Zealand
- Orica Australia Pty. Ltd.
- Australian Commodity Traders Exchange
- The State Trading Corporation of India Ltd
- Intertek Mineral Services - Indonesia
- Riau Bara Harum - Indonesia
- Therma Luzon, Inc, Philippines
- Medco Energi Mining Internasional
- PNOC Exploration Corporation - Philippines
- Meralco Power Generation, Philippines
- Standard Chartered Bank - UAE
- Wilmar Investment Holdings
- Aditya Birla Group - India
- Sindya Power Generating Company Private Ltd
- Mjunction Services Limited - India
- Tamil Nadu electricity Board
- Manunggal Multi Energi - Indonesia
- Tata Chemicals Ltd - India
- Sree Jayajothi Cements Limited - India
- ASAPP Information Group - India
- Indogreen Group - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sarangani Energy Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Latin American Coal - Colombia
- OPG Power Generation Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- GN Power Mariveles Coal Plant, Philippines
- Borneo Indobara - Indonesia
- Simpson Spence & Young - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Rio Tinto Coal - Australia
- Bulk Trading Sa - Switzerland
- Edison Trading Spa - Italy
- Ind-Barath Power Infra Limited - India
- Ceylon Electricity Board - Sri Lanka
- New Zealand Coal & Carbon
- Ministry of Mines - Canada
- Essar Steel Hazira Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Jindal Steel & Power Ltd - India
- Carbofer General Trading SA - India
- Metalloyd Limited - United Kingdom
- GAC Shipping (India) Pvt Ltd
- Global Coal Blending Company Limited - Australia
- Independent Power Producers Association of India
- Gujarat Mineral Development Corp Ltd - India
- Jaiprakash Power Ventures ltd
- Altura Mining Limited, Indonesia
- VISA Power Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Goldman Sachs - Singapore
- Price Waterhouse Coopers - Russia
- Iligan Light & Power Inc, Philippines
- Ministry of Transport, Egypt
- Aboitiz Power Corporation - Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Gujarat Electricity Regulatory Commission - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kumho Petrochemical, South Korea
- CIMB Investment Bank - Malaysia
- Bukit Asam (Persero) Tbk - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Eastern Energy - Thailand
- Bhoruka Overseas - Indonesia
- Trasteel International SA, Italy
- CNBM International Corporation - China
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- IEA Clean Coal Centre - UK
- LBH Netherlands Bv - Netherlands
- Bukit Baiduri Energy - Indonesia
- Oldendorff Carriers - Singapore
- The Treasury - Australian Government
- Globalindo Alam Lestari - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Deloitte Consulting - India
- Gujarat Sidhee Cement - India
- Siam City Cement PLC, Thailand
- Energy Development Corp, Philippines
- Thiess Contractors Indonesia
- Energy Link Ltd, New Zealand
- SMG Consultants - Indonesia
- Attock Cement Pakistan Limited
- Ambuja Cements Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Karbindo Abesyapradhi - Indoneisa
- Kobexindo Tractors - Indoneisa
- Bahari Cakrawala Sebuku - Indonesia
- Thai Mozambique Logistica
- Parry Sugars Refinery, India
- Global Business Power Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Minerals Council of Australia
- Orica Mining Services - Indonesia
- Uttam Galva Steels Limited - India
- Indika Energy - Indonesia
- India Bulls Power Limited - India
- Sinarmas Energy and Mining - Indonesia
- Ministry of Finance - Indonesia
- Banpu Public Company Limited - Thailand
- Vijayanagar Sugar Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Vedanta Resources Plc - India
- IHS Mccloskey Coal Group - USA
- Kaltim Prima Coal - Indonesia
- Larsen & Toubro Limited - India
- Power Finance Corporation Ltd., India
- GMR Energy Limited - India
- European Bulk Services B.V. - Netherlands
- Central Java Power - Indonesia
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