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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
SEEING RED? - WOOD MACKENZIE
What a Republican mid-term victory could mean for US energy and climate policy
According to current polling the Republican Party has ...
Thursday, 14 July 22
INDIA'S COAL IMPORTS HIT RECORD HIGH IN JUNE - REUTERS
India's coal imports hit a record high in June despite high global prices, data from three trade sources and Refinitiv ship tracking showed, as ...
Thursday, 14 July 22
CHINA'S JUNE COAL IMPORTS SLUMP AS TRADERS SHUN EXPENSIVE OVERSEAS CARGOES - REUTERS
China’s coal imports fell 33% in June from a year ago, with traders turning down expensive overseas cargoes in favor of domestic ones with ca ...
Wednesday, 13 July 22
KOWEPO TO IMPORT 2.79 MILLION TONS OF LOW TO MEDIUM COAL
COALspot.com: Korea Western Power Co., Ltd. (KOWEPO) has issued an International tender for Total 1360k MT of Min.4400 kcal/kg NCV coal and Total 1 ...
Wednesday, 13 July 22
HAVE MINERS MISSED THE BOAT TO INVEST AND GET AHEAD OF THE ENERGY TRANSITION? - WOOD MACKENZIE
Miners are in rude health, benefiting from economic stimuli, the post-pandemic recovery and associated supply constraints. Initially the Ukraine wa ...
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- Bukit Makmur.PT - Indonesia
- Australian Coal Association
- Mintek Dendrill Indonesia
- Indonesian Coal Mining Association
- Deloitte Consulting - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- London Commodity Brokers - England
- Sindya Power Generating Company Private Ltd
- Kalimantan Lumbung Energi - Indonesia
- Siam City Cement - Thailand
- Metalloyd Limited - United Kingdom
- Economic Council, Georgia
- Energy Link Ltd, New Zealand
- Riau Bara Harum - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Sical Logistics Limited - India
- Star Paper Mills Limited - India
- Altura Mining Limited, Indonesia
- India Bulls Power Limited - India
- Orica Mining Services - Indonesia
- Ind-Barath Power Infra Limited - India
- Therma Luzon, Inc, Philippines
- Bharathi Cement Corporation - India
- Bahari Cakrawala Sebuku - Indonesia
- Parry Sugars Refinery, India
- Cement Manufacturers Association - India
- Thai Mozambique Logistica
- Siam City Cement PLC, Thailand
- Mercuria Energy - Indonesia
- Xindia Steels Limited - India
- Kideco Jaya Agung - Indonesia
- GMR Energy Limited - India
- Leighton Contractors Pty Ltd - Australia
- Chettinad Cement Corporation Ltd - India
- International Coal Ventures Pvt Ltd - India
- Ambuja Cements Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Ministry of Transport, Egypt
- Marubeni Corporation - India
- Kartika Selabumi Mining - Indonesia
- Vedanta Resources Plc - India
- McConnell Dowell - Australia
- Standard Chartered Bank - UAE
- PNOC Exploration Corporation - Philippines
- Africa Commodities Group - South Africa
- Global Coal Blending Company Limited - Australia
- Baramulti Group, Indonesia
- Merrill Lynch Commodities Europe
- Minerals Council of Australia
- Georgia Ports Authority, United States
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Port Waratah Coal Services - Australia
- Meralco Power Generation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Samtan Co., Ltd - South Korea
- CIMB Investment Bank - Malaysia
- Sree Jayajothi Cements Limited - India
- Sarangani Energy Corporation, Philippines
- Central Java Power - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Romanian Commodities Exchange
- Independent Power Producers Association of India
- Jorong Barutama Greston.PT - Indonesia
- Power Finance Corporation Ltd., India
- Commonwealth Bank - Australia
- Intertek Mineral Services - Indonesia
- Vizag Seaport Private Limited - India
- Orica Australia Pty. Ltd.
- Eastern Energy - Thailand
- Bhoruka Overseas - Indonesia
- Carbofer General Trading SA - India
- Planning Commission, India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sojitz Corporation - Japan
- Simpson Spence & Young - Indonesia
- Globalindo Alam Lestari - Indonesia
- Jaiprakash Power Ventures ltd
- Maheswari Brothers Coal Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Anglo American - United Kingdom
- Edison Trading Spa - Italy
- Uttam Galva Steels Limited - India
- Global Green Power PLC Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- AsiaOL BioFuels Corp., Philippines
- Lanco Infratech Ltd - India
- Energy Development Corp, Philippines
- Kumho Petrochemical, South Korea
- Gujarat Electricity Regulatory Commission - India
- The State Trading Corporation of India Ltd
- Coalindo Energy - Indonesia
- Jindal Steel & Power Ltd - India
- ASAPP Information Group - India
- The Treasury - Australian Government
- Iligan Light & Power Inc, Philippines
- Aditya Birla Group - India
- IEA Clean Coal Centre - UK
- TeaM Sual Corporation - Philippines
- IHS Mccloskey Coal Group - USA
- Borneo Indobara - Indonesia
- SMG Consultants - Indonesia
- Singapore Mercantile Exchange
- Bukit Asam (Persero) Tbk - Indonesia
- Attock Cement Pakistan Limited
- Formosa Plastics Group - Taiwan
- Vijayanagar Sugar Pvt Ltd - India
- Heidelberg Cement - Germany
- Rio Tinto Coal - Australia
- Asmin Koalindo Tuhup - Indonesia
- GVK Power & Infra Limited - India
- Indo Tambangraya Megah - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Madhucon Powers Ltd - India
- Semirara Mining Corp, Philippines
- Price Waterhouse Coopers - Russia
- Larsen & Toubro Limited - India
- CNBM International Corporation - China
- LBH Netherlands Bv - Netherlands
- Pipit Mutiara Jaya. PT, Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Coal and Oil Company - UAE
- Meenaskhi Energy Private Limited - India
- Renaissance Capital - South Africa
- Ceylon Electricity Board - Sri Lanka
- Barasentosa Lestari - Indonesia
- SMC Global Power, Philippines
- Thiess Contractors Indonesia
- Coastal Gujarat Power Limited - India
- Sinarmas Energy and Mining - Indonesia
- Malabar Cements Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- ICICI Bank Limited - India
- Krishnapatnam Port Company Ltd. - India
- Billiton Holdings Pty Ltd - Australia
- Salva Resources Pvt Ltd - India
- Gujarat Sidhee Cement - India
- San Jose City I Power Corp, Philippines
- Indian Energy Exchange, India
- Sakthi Sugars Limited - India
- Electricity Authority, New Zealand
- Kobexindo Tractors - Indoneisa
- Eastern Coal Council - USA
- GAC Shipping (India) Pvt Ltd
- Wilmar Investment Holdings
- Bhushan Steel Limited - India
- Cigading International Bulk Terminal - Indonesia
- Goldman Sachs - Singapore
- Makarim & Taira - Indonesia
- Trasteel International SA, Italy
- TNB Fuel Sdn Bhd - Malaysia
- Bayan Resources Tbk. - Indonesia
- Essar Steel Hazira Ltd - India
- Ministry of Mines - Canada
- Tamil Nadu electricity Board
- Karbindo Abesyapradhi - Indoneisa
- Agrawal Coal Company - India
- Bangladesh Power Developement Board
- Electricity Generating Authority of Thailand
- VISA Power Limited - India
- Banpu Public Company Limited - Thailand
- Mercator Lines Limited - India
- Toyota Tsusho Corporation, Japan
- Miang Besar Coal Terminal - Indonesia
- Central Electricity Authority - India
- Alfred C Toepfer International GmbH - Germany
- Oldendorff Carriers - Singapore
- Straits Asia Resources Limited - Singapore
- Grasim Industreis Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- South Luzon Thermal Energy Corporation
- Gujarat Mineral Development Corp Ltd - India
- Dalmia Cement Bharat India
- Indian Oil Corporation Limited
- Tata Chemicals Ltd - India
- Semirara Mining and Power Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- Indika Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- New Zealand Coal & Carbon
- Parliament of New Zealand
- Posco Energy - South Korea
- Videocon Industries ltd - India
- Latin American Coal - Colombia
- Holcim Trading Pte Ltd - Singapore
- Antam Resourcindo - Indonesia
- Mjunction Services Limited - India
- Bukit Baiduri Energy - Indonesia
- Manunggal Multi Energi - Indonesia
- The University of Queensland
- PowerSource Philippines DevCo
- Aboitiz Power Corporation - Philippines
- Interocean Group of Companies - India
- Wood Mackenzie - Singapore
- Directorate General of MIneral and Coal - Indonesia
- MS Steel International - UAE
- Australian Commodity Traders Exchange
- Kohat Cement Company Ltd. - Pakistan
- Indogreen Group - Indonesia
- Bhatia International Limited - India
- Kaltim Prima Coal - Indonesia
- Timah Investasi Mineral - Indoneisa
- Savvy Resources Ltd - HongKong
- OPG Power Generation Pvt Ltd - India
- Ministry of Finance - Indonesia
- Directorate Of Revenue Intelligence - India
- Medco Energi Mining Internasional
- Global Business Power Corporation, Philippines
- White Energy Company Limited
- Petron Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Binh Thuan Hamico - Vietnam
- PTC India Limited - India
- Bulk Trading Sa - Switzerland
- Chamber of Mines of South Africa
- Kepco SPC Power Corporation, Philippines
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