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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, 19 July 22
DRY BULK MARKET: CAPESIZE MARKET FIRMS THIS WEEK - BALTIC EXCHANGE
Capesize
Firmer sentiment across both basins pushed the Capesize 5TC route average above the $20,000 threshold this week, closing at $24,209. A ...
Tuesday, 19 July 22
WHY SHIPPING MIGHT BE ABOUT TO GET A LITTLE BIT SLOWER - WORLD ECONOMIC FORUM
If shipping is the beating heart of global trade, its pulse is about to get slower.
Faced with uncertainty about which fuels to use in the long ...
Tuesday, 19 July 22
GERMANY'S INCREASED COAL, OIL USE WILL BE TEMPORARY, SCHOLZ SAYS - CNBC
Chancellor Olaf Scholz says Germany’s decision to reactivate coal and oil-fired power plants to relieve energy shortages because of the war i ...
Tuesday, 19 July 22
INDONESIA REMOVES PALM OIL EXPORT LEVY UNTIL AUG. 31 - REUTERS
Indonesia has scrapped its export levy for all palm oil products until Aug. 31 in a fresh attempt to boost exports and ease high inventories, finan ...
Tuesday, 19 July 22
CHINA'S JUNE DAILY COAL OUTPUT JUMPS ON PEAK SUMMER DEMAND - REUTERS
China’s daily coal output in June rose 6.6 per cent from a month earlier as miners cranked up output ahead of peak summer temperatures, when ...
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- White Energy Company Limited
- Kapuas Tunggal Persada - Indonesia
- Minerals Council of Australia
- Thai Mozambique Logistica
- MS Steel International - UAE
- Heidelberg Cement - Germany
- Metalloyd Limited - United Kingdom
- Star Paper Mills Limited - India
- Siam City Cement - Thailand
- Renaissance Capital - South Africa
- Sarangani Energy Corporation, Philippines
- Sojitz Corporation - Japan
- TeaM Sual Corporation - Philippines
- Asmin Koalindo Tuhup - Indonesia
- Meenaskhi Energy Private Limited - India
- Global Green Power PLC Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Karaikal Port Pvt Ltd - India
- Videocon Industries ltd - India
- Larsen & Toubro Limited - India
- Essar Steel Hazira Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Directorate General of MIneral and Coal - Indonesia
- Indian Oil Corporation Limited
- Independent Power Producers Association of India
- Singapore Mercantile Exchange
- San Jose City I Power Corp, Philippines
- Bayan Resources Tbk. - Indonesia
- Formosa Plastics Group - Taiwan
- South Luzon Thermal Energy Corporation
- Offshore Bulk Terminal Pte Ltd, Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- SMG Consultants - Indonesia
- Bukit Makmur.PT - Indonesia
- Ambuja Cements Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Meralco Power Generation, Philippines
- Indo Tambangraya Megah - Indonesia
- Global Business Power Corporation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Central Electricity Authority - India
- Ministry of Finance - Indonesia
- CIMB Investment Bank - Malaysia
- VISA Power Limited - India
- Eastern Coal Council - USA
- The Treasury - Australian Government
- Therma Luzon, Inc, Philippines
- Latin American Coal - Colombia
- Jindal Steel & Power Ltd - India
- Indika Energy - Indonesia
- Globalindo Alam Lestari - Indonesia
- Uttam Galva Steels Limited - India
- Borneo Indobara - Indonesia
- PTC India Limited - India
- Makarim & Taira - Indonesia
- Kumho Petrochemical, South Korea
- Indonesian Coal Mining Association
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Orica Mining Services - Indonesia
- Medco Energi Mining Internasional
- Coastal Gujarat Power Limited - India
- Oldendorff Carriers - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Africa Commodities Group - South Africa
- Electricity Generating Authority of Thailand
- Barasentosa Lestari - Indonesia
- ICICI Bank Limited - India
- Cement Manufacturers Association - India
- Ind-Barath Power Infra Limited - India
- Trasteel International SA, Italy
- Indian Energy Exchange, India
- Kalimantan Lumbung Energi - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Bhoruka Overseas - Indonesia
- IEA Clean Coal Centre - UK
- ASAPP Information Group - India
- Gujarat Sidhee Cement - India
- Interocean Group of Companies - India
- GAC Shipping (India) Pvt Ltd
- Planning Commission, India
- Cigading International Bulk Terminal - Indonesia
- Aboitiz Power Corporation - Philippines
- GVK Power & Infra Limited - India
- Kartika Selabumi Mining - Indonesia
- CNBM International Corporation - China
- Deloitte Consulting - India
- GN Power Mariveles Coal Plant, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Chamber of Mines of South Africa
- Banpu Public Company Limited - Thailand
- New Zealand Coal & Carbon
- Orica Australia Pty. Ltd.
- Marubeni Corporation - India
- Iligan Light & Power Inc, Philippines
- Savvy Resources Ltd - HongKong
- India Bulls Power Limited - India
- Energy Link Ltd, New Zealand
- Holcim Trading Pte Ltd - Singapore
- Maheswari Brothers Coal Limited - India
- Mintek Dendrill Indonesia
- Merrill Lynch Commodities Europe
- Sakthi Sugars Limited - India
- GMR Energy Limited - India
- Energy Development Corp, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Jorong Barutama Greston.PT - Indonesia
- Baramulti Group, Indonesia
- Tamil Nadu electricity Board
- Bulk Trading Sa - Switzerland
- Manunggal Multi Energi - Indonesia
- Sical Logistics Limited - India
- Global Coal Blending Company Limited - Australia
- Chettinad Cement Corporation Ltd - India
- Simpson Spence & Young - Indonesia
- Bukit Baiduri Energy - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- London Commodity Brokers - England
- SN Aboitiz Power Inc, Philippines
- Lanco Infratech Ltd - India
- Mjunction Services Limited - India
- Central Java Power - Indonesia
- Jaiprakash Power Ventures ltd
- Bangladesh Power Developement Board
- Romanian Commodities Exchange
- Leighton Contractors Pty Ltd - Australia
- Sindya Power Generating Company Private Ltd
- The State Trading Corporation of India Ltd
- Neyveli Lignite Corporation Ltd, - India
- Agrawal Coal Company - India
- Coal and Oil Company - UAE
- Straits Asia Resources Limited - Singapore
- Petron Corporation, Philippines
- Bharathi Cement Corporation - India
- Ministry of Transport, Egypt
- Georgia Ports Authority, United States
- Bhatia International Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Anglo American - United Kingdom
- Kideco Jaya Agung - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Gujarat Electricity Regulatory Commission - India
- Vizag Seaport Private Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Malabar Cements Ltd - India
- Goldman Sachs - Singapore
- Kepco SPC Power Corporation, Philippines
- Rio Tinto Coal - Australia
- PetroVietnam Power Coal Import and Supply Company
- IHS Mccloskey Coal Group - USA
- Dalmia Cement Bharat India
- AsiaOL BioFuels Corp., Philippines
- Intertek Mineral Services - Indonesia
- Altura Mining Limited, Indonesia
- Australian Coal Association
- Bhushan Steel Limited - India
- Commonwealth Bank - Australia
- Parliament of New Zealand
- Vedanta Resources Plc - India
- Xindia Steels Limited - India
- Thiess Contractors Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Riau Bara Harum - Indonesia
- The University of Queensland
- LBH Netherlands Bv - Netherlands
- PNOC Exploration Corporation - Philippines
- Miang Besar Coal Terminal - Indonesia
- Ministry of Mines - Canada
- Tata Chemicals Ltd - India
- Indogreen Group - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Attock Cement Pakistan Limited
- Billiton Holdings Pty Ltd - Australia
- PowerSource Philippines DevCo
- Edison Trading Spa - Italy
- OPG Power Generation Pvt Ltd - India
- Standard Chartered Bank - UAE
- Mercuria Energy - Indonesia
- McConnell Dowell - Australia
- Krishnapatnam Port Company Ltd. - India
- Port Waratah Coal Services - Australia
- Siam City Cement PLC, Thailand
- International Coal Ventures Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- Eastern Energy - Thailand
- Wilmar Investment Holdings
- Pendopo Energi Batubara - Indonesia
- Grasim Industreis Ltd - India
- European Bulk Services B.V. - Netherlands
- Posco Energy - South Korea
- Aditya Birla Group - India
- Power Finance Corporation Ltd., India
- Toyota Tsusho Corporation, Japan
- Madhucon Powers Ltd - India
- Sree Jayajothi Cements Limited - India
- Binh Thuan Hamico - Vietnam
- Mercator Lines Limited - India
- Salva Resources Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Carbofer General Trading SA - India
- Petrochimia International Co. Ltd.- Taiwan
- SMC Global Power, Philippines
- Timah Investasi Mineral - Indoneisa
- Australian Commodity Traders Exchange
- Price Waterhouse Coopers - Russia
- Kobexindo Tractors - Indoneisa
- Parry Sugars Refinery, India
- Samtan Co., Ltd - South Korea
- Semirara Mining Corp, Philippines
- Coalindo Energy - Indonesia
- Economic Council, Georgia
- Antam Resourcindo - Indonesia
- Kaltim Prima Coal - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Wood Mackenzie - Singapore
- Electricity Authority, New Zealand
- Maharashtra Electricity Regulatory Commission - India
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