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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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Friday, 18 November 22
REALITIES OF LOI LIABILITIES - BALTIC EXCHANGE
KNOWLEDGE TO ELEVATE
The cargo misdelivery claim in Trafigura Maritime Logistics Pte Ltd v. Clearlake Shipping Pte Ltd (Miracle Hope) [2022] E ...
Tuesday, 15 November 22
CHINA SEES RISING COAL STORAGE AMID SUPPLY PUSH - XINHUA
Coal stockpiles at China’s power plants have seen considerable increases, ensuring energy supply for the winter, the country’s energy r ...
Tuesday, 15 November 22
SEABORNE THERMAL COAL PRICES START TO EASE, BUT PROCESS IS UNEVEN - REUTERS
Prices for seaborne thermal coal have started to drop as fears of a winter energy crunch ease, but the rate of decline has varied across the differ ...
Thursday, 10 November 22
INDIA: THERMAL PLANTS HAVE ADEQUATE COAL STOCKS AT 25.6 MILLION TONNES, SAYS GOVT - IANS
The coal stock with domestic dry fuel-based power plants, as on October 31, was 25.6 million tonnes, the government said, adding that the availabil ...
Tuesday, 08 November 22
OUTLOOK ON CHINA’S WEAKENED BASIC MATERIALS SECTOR CLOUDED BY POLICY SWINGS - FITCH RATINGS
Fitch Ratings expects basic materials demand in China to improve qoq in 4Q22, driven by seasonally higher construction activity, solid infrastructu ...
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- Kideco Jaya Agung - Indonesia
- Aditya Birla Group - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Parliament of New Zealand
- PetroVietnam Power Coal Import and Supply Company
- The University of Queensland
- Billiton Holdings Pty Ltd - Australia
- Videocon Industries ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Singapore Mercantile Exchange
- Kobexindo Tractors - Indoneisa
- Antam Resourcindo - Indonesia
- Australian Coal Association
- Globalindo Alam Lestari - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- GN Power Mariveles Coal Plant, Philippines
- Kepco SPC Power Corporation, Philippines
- Makarim & Taira - Indonesia
- Kaltim Prima Coal - Indonesia
- Xindia Steels Limited - India
- Georgia Ports Authority, United States
- Mercuria Energy - Indonesia
- Vedanta Resources Plc - India
- Leighton Contractors Pty Ltd - Australia
- Indo Tambangraya Megah - Indonesia
- Parry Sugars Refinery, India
- Latin American Coal - Colombia
- The State Trading Corporation of India Ltd
- Jaiprakash Power Ventures ltd
- Borneo Indobara - Indonesia
- Thiess Contractors Indonesia
- Bangladesh Power Developement Board
- Cigading International Bulk Terminal - Indonesia
- Mercator Lines Limited - India
- Uttam Galva Steels Limited - India
- Global Green Power PLC Corporation, Philippines
- Mintek Dendrill Indonesia
- Bhushan Steel Limited - India
- Savvy Resources Ltd - HongKong
- Holcim Trading Pte Ltd - Singapore
- Eastern Energy - Thailand
- European Bulk Services B.V. - Netherlands
- Ceylon Electricity Board - Sri Lanka
- Bhatia International Limited - India
- Africa Commodities Group - South Africa
- Ind-Barath Power Infra Limited - India
- Sakthi Sugars Limited - India
- Coal and Oil Company - UAE
- Neyveli Lignite Corporation Ltd, - India
- Economic Council, Georgia
- GVK Power & Infra Limited - India
- Agrawal Coal Company - India
- Toyota Tsusho Corporation, Japan
- Krishnapatnam Port Company Ltd. - India
- Manunggal Multi Energi - Indonesia
- Formosa Plastics Group - Taiwan
- The Treasury - Australian Government
- AsiaOL BioFuels Corp., Philippines
- San Jose City I Power Corp, Philippines
- Maheswari Brothers Coal Limited - India
- Larsen & Toubro Limited - India
- Attock Cement Pakistan Limited
- Sinarmas Energy and Mining - Indonesia
- GAC Shipping (India) Pvt Ltd
- Mjunction Services Limited - India
- Binh Thuan Hamico - Vietnam
- Baramulti Group, Indonesia
- Ministry of Finance - Indonesia
- Intertek Mineral Services - Indonesia
- MS Steel International - UAE
- Minerals Council of Australia
- Essar Steel Hazira Ltd - India
- Iligan Light & Power Inc, Philippines
- Bhoruka Overseas - Indonesia
- Wood Mackenzie - Singapore
- Altura Mining Limited, Indonesia
- Therma Luzon, Inc, Philippines
- Bukit Baiduri Energy - Indonesia
- Global Coal Blending Company Limited - Australia
- SN Aboitiz Power Inc, Philippines
- Star Paper Mills Limited - India
- Straits Asia Resources Limited - Singapore
- Karaikal Port Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- PNOC Exploration Corporation - Philippines
- Global Business Power Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- Riau Bara Harum - Indonesia
- Price Waterhouse Coopers - Russia
- Bukit Asam (Persero) Tbk - Indonesia
- Eastern Coal Council - USA
- Banpu Public Company Limited - Thailand
- Malabar Cements Ltd - India
- Samtan Co., Ltd - South Korea
- Kohat Cement Company Ltd. - Pakistan
- Timah Investasi Mineral - Indoneisa
- Marubeni Corporation - India
- Power Finance Corporation Ltd., India
- SMC Global Power, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- IHS Mccloskey Coal Group - USA
- Miang Besar Coal Terminal - Indonesia
- Sical Logistics Limited - India
- Rashtriya Ispat Nigam Limited - India
- Bulk Trading Sa - Switzerland
- PowerSource Philippines DevCo
- Port Waratah Coal Services - Australia
- Metalloyd Limited - United Kingdom
- Carbofer General Trading SA - India
- ASAPP Information Group - India
- Interocean Group of Companies - India
- Coalindo Energy - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- ICICI Bank Limited - India
- Kartika Selabumi Mining - Indonesia
- Gujarat Sidhee Cement - India
- Petron Corporation, Philippines
- IEA Clean Coal Centre - UK
- Siam City Cement - Thailand
- Wilmar Investment Holdings
- Jindal Steel & Power Ltd - India
- Bukit Makmur.PT - Indonesia
- Directorate Of Revenue Intelligence - India
- LBH Netherlands Bv - Netherlands
- Alfred C Toepfer International GmbH - Germany
- Commonwealth Bank - Australia
- Indian Oil Corporation Limited
- Independent Power Producers Association of India
- PTC India Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Rio Tinto Coal - Australia
- Madhucon Powers Ltd - India
- Anglo American - United Kingdom
- Sree Jayajothi Cements Limited - India
- Siam City Cement PLC, Thailand
- Lanco Infratech Ltd - India
- Ministry of Mines - Canada
- Sojitz Corporation - Japan
- Indian Energy Exchange, India
- Australian Commodity Traders Exchange
- Posco Energy - South Korea
- Edison Trading Spa - Italy
- Directorate General of MIneral and Coal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- McConnell Dowell - Australia
- Ambuja Cements Ltd - India
- Energy Link Ltd, New Zealand
- Central Java Power - Indonesia
- International Coal Ventures Pvt Ltd - India
- Coastal Gujarat Power Limited - India
- Meralco Power Generation, Philippines
- Electricity Generating Authority of Thailand
- Kapuas Tunggal Persada - Indonesia
- Chettinad Cement Corporation Ltd - India
- White Energy Company Limited
- CIMB Investment Bank - Malaysia
- Thai Mozambique Logistica
- Romanian Commodities Exchange
- Central Electricity Authority - India
- Oldendorff Carriers - Singapore
- VISA Power Limited - India
- Vizag Seaport Private Limited - India
- India Bulls Power Limited - India
- CNBM International Corporation - China
- Planning Commission, India
- London Commodity Brokers - England
- Indika Energy - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- GMR Energy Limited - India
- Meenaskhi Energy Private Limited - India
- New Zealand Coal & Carbon
- Deloitte Consulting - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Heidelberg Cement - Germany
- OPG Power Generation Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Chamber of Mines of South Africa
- TeaM Sual Corporation - Philippines
- Gujarat Mineral Development Corp Ltd - India
- Cement Manufacturers Association - India
- Renaissance Capital - South Africa
- SMG Consultants - Indonesia
- Barasentosa Lestari - Indonesia
- Pendopo Energi Batubara - Indonesia
- Salva Resources Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- Simpson Spence & Young - Indonesia
- Goldman Sachs - Singapore
- Kumho Petrochemical, South Korea
- Standard Chartered Bank - UAE
- Grasim Industreis Ltd - India
- Indogreen Group - Indonesia
- Dalmia Cement Bharat India
- Indonesian Coal Mining Association
- Gujarat Electricity Regulatory Commission - India
- Pipit Mutiara Jaya. PT, Indonesia
- Bharathi Cement Corporation - India
- Electricity Authority, New Zealand
- Energy Development Corp, Philippines
- Trasteel International SA, Italy
- TNB Fuel Sdn Bhd - Malaysia
- Bayan Resources Tbk. - Indonesia
- Tata Chemicals Ltd - India
- Merrill Lynch Commodities Europe
- Medco Energi Mining Internasional
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Ministry of Transport, Egypt
- Orica Mining Services - Indonesia
- Tamil Nadu electricity Board
- Orica Australia Pty. Ltd.
- Karbindo Abesyapradhi - Indoneisa
- Sindya Power Generating Company Private Ltd
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