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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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Tuesday, 29 November 22
SEABORNE COAL FLOWS IN 2022 - SIGNAL
This year is crucial for the energy mix in European countries, as the EU has imposed new sanctions on Russia. It is important to emphasize that the ...
Friday, 25 November 22
APAC THERMAL COAL PRICES CORRECT FROM RECORD HIGH - FITCH RATINGS
Prices of Newcastle 6,000kcal/kg coal have corrected following falling European gas and coal prices, and more supply from Australia could help miti ...
Thursday, 24 November 22
VIETNAM BOOSTS COAL USE PLAN FOR 2030 AS G7 CLIMATE OFFER STALLS - REUTERS
Vietnam has increased its coal power target for 2030 under a revised draft energy plan, government documents seen by Reuters show, while renewables ...
Tuesday, 22 November 22
THE GENCON 2022 CHARTERPARTY - GARD
KNOWLEDGE TO ELEVATE
BIMCO has published a revamped version of the popular GENCON charterparty. Our author, Helena Biggs, was a member of the ...
Tuesday, 22 November 22
INDIA POWER BINGES ON COAL, OUTPACES ASIA - REUTERS
India’s coal-fired power output has increased much faster than any other country in the Asia Pacific since Russia’s invasion of Ukraine ...
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- GMR Energy Limited - India
- Kobexindo Tractors - Indoneisa
- Kohat Cement Company Ltd. - Pakistan
- PNOC Exploration Corporation - Philippines
- Romanian Commodities Exchange
- Power Finance Corporation Ltd., India
- Rashtriya Ispat Nigam Limited - India
- VISA Power Limited - India
- Parliament of New Zealand
- Singapore Mercantile Exchange
- Global Business Power Corporation, Philippines
- Sical Logistics Limited - India
- Ind-Barath Power Infra Limited - India
- San Jose City I Power Corp, Philippines
- Sinarmas Energy and Mining - Indonesia
- Deloitte Consulting - India
- Mjunction Services Limited - India
- Coalindo Energy - Indonesia
- Chamber of Mines of South Africa
- Attock Cement Pakistan Limited
- Carbofer General Trading SA - India
- Iligan Light & Power Inc, Philippines
- ICICI Bank Limited - India
- Bayan Resources Tbk. - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Standard Chartered Bank - UAE
- Central Java Power - Indonesia
- Madhucon Powers Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Sree Jayajothi Cements Limited - India
- AsiaOL BioFuels Corp., Philippines
- Miang Besar Coal Terminal - Indonesia
- Port Waratah Coal Services - Australia
- Posco Energy - South Korea
- Central Electricity Authority - India
- TeaM Sual Corporation - Philippines
- Sindya Power Generating Company Private Ltd
- Bhoruka Overseas - Indonesia
- SMG Consultants - Indonesia
- Electricity Authority, New Zealand
- Alfred C Toepfer International GmbH - Germany
- Binh Thuan Hamico - Vietnam
- Thai Mozambique Logistica
- Anglo American - United Kingdom
- The Treasury - Australian Government
- Uttam Galva Steels Limited - India
- Commonwealth Bank - Australia
- Maharashtra Electricity Regulatory Commission - India
- Sakthi Sugars Limited - India
- Marubeni Corporation - India
- Bharathi Cement Corporation - India
- Riau Bara Harum - Indonesia
- Ambuja Cements Ltd - India
- Kaltim Prima Coal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Leighton Contractors Pty Ltd - Australia
- Kalimantan Lumbung Energi - Indonesia
- Ministry of Finance - Indonesia
- Indika Energy - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- PTC India Limited - India
- Ministry of Mines - Canada
- Savvy Resources Ltd - HongKong
- Ceylon Electricity Board - Sri Lanka
- London Commodity Brokers - England
- Karaikal Port Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Sojitz Corporation - Japan
- CIMB Investment Bank - Malaysia
- Neyveli Lignite Corporation Ltd, - India
- Mercator Lines Limited - India
- Indogreen Group - Indonesia
- Manunggal Multi Energi - Indonesia
- Jindal Steel & Power Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Tamil Nadu electricity Board
- Kartika Selabumi Mining - Indonesia
- Bhatia International Limited - India
- MS Steel International - UAE
- Planning Commission, India
- Maheswari Brothers Coal Limited - India
- Vizag Seaport Private Limited - India
- Kapuas Tunggal Persada - Indonesia
- Global Green Power PLC Corporation, Philippines
- Gujarat Sidhee Cement - India
- Semirara Mining and Power Corporation, Philippines
- Jaiprakash Power Ventures ltd
- Gujarat Mineral Development Corp Ltd - India
- Indonesian Coal Mining Association
- Dalmia Cement Bharat India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Antam Resourcindo - Indonesia
- Rio Tinto Coal - Australia
- Metalloyd Limited - United Kingdom
- PetroVietnam Power Coal Import and Supply Company
- Lanco Infratech Ltd - India
- Wood Mackenzie - Singapore
- Latin American Coal - Colombia
- White Energy Company Limited
- Simpson Spence & Young - Indonesia
- IHS Mccloskey Coal Group - USA
- Bukit Makmur.PT - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Xindia Steels Limited - India
- CNBM International Corporation - China
- Jorong Barutama Greston.PT - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mercuria Energy - Indonesia
- The University of Queensland
- PowerSource Philippines DevCo
- Independent Power Producers Association of India
- Merrill Lynch Commodities Europe
- Price Waterhouse Coopers - Russia
- TNB Fuel Sdn Bhd - Malaysia
- Indian Energy Exchange, India
- Aboitiz Power Corporation - Philippines
- Directorate Of Revenue Intelligence - India
- Indo Tambangraya Megah - Indonesia
- Bhushan Steel Limited - India
- Videocon Industries ltd - India
- Africa Commodities Group - South Africa
- New Zealand Coal & Carbon
- Formosa Plastics Group - Taiwan
- Meenaskhi Energy Private Limited - India
- Eastern Coal Council - USA
- Petron Corporation, Philippines
- South Luzon Thermal Energy Corporation
- Star Paper Mills Limited - India
- McConnell Dowell - Australia
- Kumho Petrochemical, South Korea
- Salva Resources Pvt Ltd - India
- Vedanta Resources Plc - India
- Australian Commodity Traders Exchange
- Altura Mining Limited, Indonesia
- LBH Netherlands Bv - Netherlands
- Bukit Asam (Persero) Tbk - Indonesia
- Bulk Trading Sa - Switzerland
- GVK Power & Infra Limited - India
- Meralco Power Generation, Philippines
- Tata Chemicals Ltd - India
- Heidelberg Cement - Germany
- Georgia Ports Authority, United States
- Coastal Gujarat Power Limited - India
- Siam City Cement PLC, Thailand
- Globalindo Alam Lestari - Indonesia
- Medco Energi Mining Internasional
- Kideco Jaya Agung - Indonesia
- Toyota Tsusho Corporation, Japan
- SN Aboitiz Power Inc, Philippines
- Sarangani Energy Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Interocean Group of Companies - India
- Orica Australia Pty. Ltd.
- Eastern Energy - Thailand
- Aditya Birla Group - India
- OPG Power Generation Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Parry Sugars Refinery, India
- Straits Asia Resources Limited - Singapore
- Banpu Public Company Limited - Thailand
- Krishnapatnam Port Company Ltd. - India
- Borneo Indobara - Indonesia
- Minerals Council of Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Economic Council, Georgia
- Mintek Dendrill Indonesia
- Edison Trading Spa - Italy
- Essar Steel Hazira Ltd - India
- Samtan Co., Ltd - South Korea
- GAC Shipping (India) Pvt Ltd
- Orica Mining Services - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Agrawal Coal Company - India
- Ministry of Transport, Egypt
- Chettinad Cement Corporation Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bangladesh Power Developement Board
- Cement Manufacturers Association - India
- Malabar Cements Ltd - India
- IEA Clean Coal Centre - UK
- Trasteel International SA, Italy
- Energy Link Ltd, New Zealand
- Energy Development Corp, Philippines
- Barasentosa Lestari - Indonesia
- Therma Luzon, Inc, Philippines
- International Coal Ventures Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Grasim Industreis Ltd - India
- The State Trading Corporation of India Ltd
- India Bulls Power Limited - India
- Indian Oil Corporation Limited
- Renaissance Capital - South Africa
- Gujarat Electricity Regulatory Commission - India
- Baramulti Group, Indonesia
- ASAPP Information Group - India
- Pendopo Energi Batubara - Indonesia
- Siam City Cement - Thailand
- Bahari Cakrawala Sebuku - Indonesia
- Semirara Mining Corp, Philippines
- Electricity Generating Authority of Thailand
- European Bulk Services B.V. - Netherlands
- Intertek Mineral Services - Indonesia
- Oldendorff Carriers - Singapore
- Australian Coal Association
- Holcim Trading Pte Ltd - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Coal and Oil Company - UAE
- Goldman Sachs - Singapore
- Thiess Contractors Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Larsen & Toubro Limited - India
- SMC Global Power, Philippines
- Global Coal Blending Company Limited - Australia
- Wilmar Investment Holdings
- Makarim & Taira - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
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