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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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Wednesday, 13 July 22
MARKET INSIGHT - INTERMODAL
Taking the previous market insight a step further, market sentiment remains bullish regarding the overall ROI of scrubbers, facing tailwinds from a ...
Friday, 08 July 22
AUSTRALIAN COAL PRICE BREAKS AGAIN LEVEL US$ 400/TON!, UP AROUND 4% - CNBC INDONESIA
Coal prices shot up again and crossed the level of US$ 400 per ton. On Thursday (7/7/2022) trading, the selling price of August contract closed at ...
Friday, 08 July 22
INDONESIA MULLS MORE FREQUENT SETTING OF CRUDE PALM OIL REFERENCE PRICE - REUTERS
Indonesia is considering setting its crude palm oil (CPO) export reference price every two weeks instead of monthly, a senior trade ministry offici ...
Friday, 08 July 22
BUNKER PRICES EXPECTED TO RECOVER LOST GROUND NEXT WEEK - SERGEY IVANOV, MABUX
Over the Week 27, the world bunker indices showed a sharp decline, primarily due to the fall in oil prices on July 05. The 380 HSFO index fell by 5 ...
Thursday, 07 July 22
NTPC MINES 61% MORE COAL AT 4.22 MN METRIC TONNES IN APRIL-JUNE: PTI
State-owned power giant NTPC on Tuesday said that its coal output grew by 61 per cent to Rs 42.40 lakh metric tonnes in April-June quarter from 26. ...
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- Savvy Resources Ltd - HongKong
- Renaissance Capital - South Africa
- TNB Fuel Sdn Bhd - Malaysia
- Therma Luzon, Inc, Philippines
- Kumho Petrochemical, South Korea
- Karaikal Port Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Bahari Cakrawala Sebuku - Indonesia
- Bhoruka Overseas - Indonesia
- Straits Asia Resources Limited - Singapore
- Georgia Ports Authority, United States
- Samtan Co., Ltd - South Korea
- Bulk Trading Sa - Switzerland
- Goldman Sachs - Singapore
- Sree Jayajothi Cements Limited - India
- Semirara Mining Corp, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Kapuas Tunggal Persada - Indonesia
- Global Green Power PLC Corporation, Philippines
- Agrawal Coal Company - India
- Banpu Public Company Limited - Thailand
- Electricity Generating Authority of Thailand
- Alfred C Toepfer International GmbH - Germany
- Sojitz Corporation - Japan
- Energy Link Ltd, New Zealand
- Global Business Power Corporation, Philippines
- The Treasury - Australian Government
- Rio Tinto Coal - Australia
- Indian Oil Corporation Limited
- PTC India Limited - India
- New Zealand Coal & Carbon
- Mjunction Services Limited - India
- Globalindo Alam Lestari - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Parry Sugars Refinery, India
- Kepco SPC Power Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Central Java Power - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- ASAPP Information Group - India
- Africa Commodities Group - South Africa
- Star Paper Mills Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Thiess Contractors Indonesia
- Xindia Steels Limited - India
- Bayan Resources Tbk. - Indonesia
- Mercuria Energy - Indonesia
- OPG Power Generation Pvt Ltd - India
- Singapore Mercantile Exchange
- Maharashtra Electricity Regulatory Commission - India
- SN Aboitiz Power Inc, Philippines
- Rashtriya Ispat Nigam Limited - India
- Indonesian Coal Mining Association
- Medco Energi Mining Internasional
- McConnell Dowell - Australia
- Riau Bara Harum - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Bangladesh Power Developement Board
- Wood Mackenzie - Singapore
- Gujarat Mineral Development Corp Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Chettinad Cement Corporation Ltd - India
- SMC Global Power, Philippines
- London Commodity Brokers - England
- Barasentosa Lestari - Indonesia
- IHS Mccloskey Coal Group - USA
- Standard Chartered Bank - UAE
- Jaiprakash Power Ventures ltd
- Sakthi Sugars Limited - India
- White Energy Company Limited
- Toyota Tsusho Corporation, Japan
- Timah Investasi Mineral - Indoneisa
- Intertek Mineral Services - Indonesia
- VISA Power Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Economic Council, Georgia
- International Coal Ventures Pvt Ltd - India
- The University of Queensland
- Tamil Nadu electricity Board
- Antam Resourcindo - Indonesia
- Eastern Energy - Thailand
- Central Electricity Authority - India
- Siam City Cement PLC, Thailand
- Port Waratah Coal Services - Australia
- Baramulti Group, Indonesia
- Mercator Lines Limited - India
- Bhushan Steel Limited - India
- Commonwealth Bank - Australia
- TeaM Sual Corporation - Philippines
- SMG Consultants - Indonesia
- Edison Trading Spa - Italy
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Krishnapatnam Port Company Ltd. - India
- Orica Mining Services - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Energy Development Corp, Philippines
- Vizag Seaport Private Limited - India
- Siam City Cement - Thailand
- Vedanta Resources Plc - India
- Price Waterhouse Coopers - Russia
- Vijayanagar Sugar Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Sarangani Energy Corporation, Philippines
- Eastern Coal Council - USA
- Electricity Authority, New Zealand
- Posco Energy - South Korea
- Salva Resources Pvt Ltd - India
- Thai Mozambique Logistica
- Marubeni Corporation - India
- Heidelberg Cement - Germany
- Uttam Galva Steels Limited - India
- Minerals Council of Australia
- Kartika Selabumi Mining - Indonesia
- Indian Energy Exchange, India
- Directorate Of Revenue Intelligence - India
- Latin American Coal - Colombia
- Metalloyd Limited - United Kingdom
- Essar Steel Hazira Ltd - India
- Meralco Power Generation, Philippines
- Chamber of Mines of South Africa
- Sindya Power Generating Company Private Ltd
- CNBM International Corporation - China
- Orica Australia Pty. Ltd.
- Bukit Makmur.PT - Indonesia
- GAC Shipping (India) Pvt Ltd
- Larsen & Toubro Limited - India
- Leighton Contractors Pty Ltd - Australia
- Sical Logistics Limited - India
- Maheswari Brothers Coal Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Bhatia International Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Carbofer General Trading SA - India
- Sinarmas Energy and Mining - Indonesia
- Gujarat Sidhee Cement - India
- Formosa Plastics Group - Taiwan
- GVK Power & Infra Limited - India
- Simpson Spence & Young - Indonesia
- Indo Tambangraya Megah - Indonesia
- GMR Energy Limited - India
- ICICI Bank Limited - India
- Lanco Infratech Ltd - India
- Altura Mining Limited, Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Independent Power Producers Association of India
- Iligan Light & Power Inc, Philippines
- Cement Manufacturers Association - India
- Australian Commodity Traders Exchange
- MS Steel International - UAE
- Madhucon Powers Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Mintek Dendrill Indonesia
- Interocean Group of Companies - India
- Ind-Barath Power Infra Limited - India
- Videocon Industries ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Kobexindo Tractors - Indoneisa
- CIMB Investment Bank - Malaysia
- San Jose City I Power Corp, Philippines
- Jindal Steel & Power Ltd - India
- India Bulls Power Limited - India
- Parliament of New Zealand
- Trasteel International SA, Italy
- Dalmia Cement Bharat India
- Global Coal Blending Company Limited - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Coalindo Energy - Indonesia
- Ministry of Transport, Egypt
- Kaltim Prima Coal - Indonesia
- Wilmar Investment Holdings
- Manunggal Multi Energi - Indonesia
- PNOC Exploration Corporation - Philippines
- Petron Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- Meenaskhi Energy Private Limited - India
- Deloitte Consulting - India
- South Luzon Thermal Energy Corporation
- Asmin Koalindo Tuhup - Indonesia
- Kideco Jaya Agung - Indonesia
- Oldendorff Carriers - Singapore
- Attock Cement Pakistan Limited
- Ministry of Mines - Canada
- Ambuja Cements Ltd - India
- Anglo American - United Kingdom
- Borneo Indobara - Indonesia
- Malabar Cements Ltd - India
- LBH Netherlands Bv - Netherlands
- Coastal Gujarat Power Limited - India
- Merrill Lynch Commodities Europe
- Pipit Mutiara Jaya. PT, Indonesia
- Coal and Oil Company - UAE
- Ministry of Finance - Indonesia
- AsiaOL BioFuels Corp., Philippines
- PowerSource Philippines DevCo
- Binh Thuan Hamico - Vietnam
- Billiton Holdings Pty Ltd - Australia
- The State Trading Corporation of India Ltd
- Power Finance Corporation Ltd., India
- Bukit Baiduri Energy - Indonesia
- Grasim Industreis Ltd - India
- Indika Energy - Indonesia
- Planning Commission, India
- Cigading International Bulk Terminal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Makarim & Taira - Indonesia
- Tata Chemicals Ltd - India
- Aditya Birla Group - India
- Indogreen Group - Indonesia
- Aboitiz Power Corporation - Philippines
- Pendopo Energi Batubara - Indonesia
- Romanian Commodities Exchange
- Australian Coal Association
- Bharathi Cement Corporation - India
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