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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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Thursday, 07 July 22
COAL INDIA'S PRODUCTION SETS RECORD INCREASE OF 29% YOY AT 36 MT IN Q1FY23 - IIFL SECURITIES
Coal India Limited (CIL) has ended April-June quarter FY’23 capping a historic high of 29% yoy output growth, compared to same quarter FY&rsq ...
Wednesday, 06 July 22
MARKET INSIGHT - INTERMODAL
Following the 3rd Decarbonizing Shipping Forum, held in Hamburg on June 2022, there has been a meaningful resurgence of discussions within the ship ...
Tuesday, 05 July 22
WHY ARE VLSFO PRICES SO HIGH, ESPECIALLY IN SINGAPORE? - STEVE CHRISTY, INTEGR8 FUELS
Tightness in products still trumps talks of recession
Last month we wrote about the fears of recession versus the tightness in product markets ...
Tuesday, 05 July 22
ADANI ENTERPRISES LOWEST BIDDER IN COAL INDIA'S IMPORT TENDER: REPORT - BUSINESS STANDARD
Coal India Ltd floated its first import tender on behalf of power companies, where Adani Enterprises Ltd came out to be the lowest bidder, a report ...
Tuesday, 05 July 22
CHINA POLICY KEY FOR IRON ORE OUTLOOK - ING
China’s covid lockdowns and recessionary risks hit iron ore
Iron ore prices have fallen significantly from their year-to-date high of US$ ...
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- Aditya Birla Group - India
- Metalloyd Limited - United Kingdom
- London Commodity Brokers - England
- Petron Corporation, Philippines
- Borneo Indobara - Indonesia
- Energy Link Ltd, New Zealand
- Wilmar Investment Holdings
- ASAPP Information Group - India
- New Zealand Coal & Carbon
- Gujarat Electricity Regulatory Commission - India
- Mercator Lines Limited - India
- Thiess Contractors Indonesia
- Tamil Nadu electricity Board
- Kideco Jaya Agung - Indonesia
- Siam City Cement - Thailand
- Kaltim Prima Coal - Indonesia
- Minerals Council of Australia
- Toyota Tsusho Corporation, Japan
- Wood Mackenzie - Singapore
- San Jose City I Power Corp, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Africa Commodities Group - South Africa
- Samtan Co., Ltd - South Korea
- Ministry of Finance - Indonesia
- Bhushan Steel Limited - India
- Power Finance Corporation Ltd., India
- Dalmia Cement Bharat India
- Bukit Asam (Persero) Tbk - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- PNOC Exploration Corporation - Philippines
- Port Waratah Coal Services - Australia
- TNB Fuel Sdn Bhd - Malaysia
- Antam Resourcindo - Indonesia
- Electricity Authority, New Zealand
- Semirara Mining Corp, Philippines
- IEA Clean Coal Centre - UK
- Tata Chemicals Ltd - India
- Bhoruka Overseas - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Anglo American - United Kingdom
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Holcim Trading Pte Ltd - Singapore
- Bukit Baiduri Energy - Indonesia
- Medco Energi Mining Internasional
- Interocean Group of Companies - India
- Rashtriya Ispat Nigam Limited - India
- Iligan Light & Power Inc, Philippines
- AsiaOL BioFuels Corp., Philippines
- Kapuas Tunggal Persada - Indonesia
- Semirara Mining and Power Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- ICICI Bank Limited - India
- Globalindo Alam Lestari - Indonesia
- Indonesian Coal Mining Association
- Kohat Cement Company Ltd. - Pakistan
- Maheswari Brothers Coal Limited - India
- Ceylon Electricity Board - Sri Lanka
- Economic Council, Georgia
- International Coal Ventures Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- CNBM International Corporation - China
- MS Steel International - UAE
- PTC India Limited - India
- Oldendorff Carriers - Singapore
- Simpson Spence & Young - Indonesia
- Planning Commission, India
- Binh Thuan Hamico - Vietnam
- Sical Logistics Limited - India
- Bayan Resources Tbk. - Indonesia
- Australian Coal Association
- Salva Resources Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indogreen Group - Indonesia
- Vedanta Resources Plc - India
- Alfred C Toepfer International GmbH - Germany
- Deloitte Consulting - India
- Aboitiz Power Corporation - Philippines
- Eastern Coal Council - USA
- Ind-Barath Power Infra Limited - India
- Price Waterhouse Coopers - Russia
- Kepco SPC Power Corporation, Philippines
- Central Java Power - Indonesia
- Meralco Power Generation, Philippines
- White Energy Company Limited
- Meenaskhi Energy Private Limited - India
- European Bulk Services B.V. - Netherlands
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- Ministry of Transport, Egypt
- Georgia Ports Authority, United States
- Formosa Plastics Group - Taiwan
- Barasentosa Lestari - Indonesia
- Standard Chartered Bank - UAE
- Kalimantan Lumbung Energi - Indonesia
- Orica Mining Services - Indonesia
- VISA Power Limited - India
- Attock Cement Pakistan Limited
- Vijayanagar Sugar Pvt Ltd - India
- Indika Energy - Indonesia
- Orica Australia Pty. Ltd.
- Vizag Seaport Private Limited - India
- Central Electricity Authority - India
- Romanian Commodities Exchange
- Gujarat Mineral Development Corp Ltd - India
- SN Aboitiz Power Inc, Philippines
- Marubeni Corporation - India
- Pendopo Energi Batubara - Indonesia
- The University of Queensland
- Latin American Coal - Colombia
- Carbofer General Trading SA - India
- Petrochimia International Co. Ltd.- Taiwan
- Madhucon Powers Ltd - India
- GMR Energy Limited - India
- Riau Bara Harum - Indonesia
- Edison Trading Spa - Italy
- Posco Energy - South Korea
- The State Trading Corporation of India Ltd
- SMG Consultants - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- TeaM Sual Corporation - Philippines
- Chamber of Mines of South Africa
- Sindya Power Generating Company Private Ltd
- Indo Tambangraya Megah - Indonesia
- Siam City Cement PLC, Thailand
- Banpu Public Company Limited - Thailand
- Parliament of New Zealand
- CIMB Investment Bank - Malaysia
- Singapore Mercantile Exchange
- Energy Development Corp, Philippines
- India Bulls Power Limited - India
- Global Green Power PLC Corporation, Philippines
- Commonwealth Bank - Australia
- Bukit Makmur.PT - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Agrawal Coal Company - India
- Bhatia International Limited - India
- Chettinad Cement Corporation Ltd - India
- Star Paper Mills Limited - India
- Mercuria Energy - Indonesia
- GVK Power & Infra Limited - India
- Bulk Trading Sa - Switzerland
- Ambuja Cements Ltd - India
- Independent Power Producers Association of India
- Jindal Steel & Power Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Timah Investasi Mineral - Indoneisa
- Neyveli Lignite Corporation Ltd, - India
- Karbindo Abesyapradhi - Indoneisa
- Electricity Generating Authority of Thailand
- Heidelberg Cement - Germany
- Cigading International Bulk Terminal - Indonesia
- Malabar Cements Ltd - India
- Kobexindo Tractors - Indoneisa
- Indian Oil Corporation Limited
- Eastern Energy - Thailand
- Coalindo Energy - Indonesia
- IHS Mccloskey Coal Group - USA
- Parry Sugars Refinery, India
- SMC Global Power, Philippines
- Kartika Selabumi Mining - Indonesia
- Global Coal Blending Company Limited - Australia
- PetroVietnam Power Coal Import and Supply Company
- Savvy Resources Ltd - HongKong
- Offshore Bulk Terminal Pte Ltd, Singapore
- PowerSource Philippines DevCo
- Bangladesh Power Developement Board
- Intertek Mineral Services - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- South Luzon Thermal Energy Corporation
- Mjunction Services Limited - India
- Coastal Gujarat Power Limited - India
- Xindia Steels Limited - India
- Therma Luzon, Inc, Philippines
- Trasteel International SA, Italy
- Sojitz Corporation - Japan
- Bahari Cakrawala Sebuku - Indonesia
- Australian Commodity Traders Exchange
- Sree Jayajothi Cements Limited - India
- Indian Energy Exchange, India
- The Treasury - Australian Government
- Grasim Industreis Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Thai Mozambique Logistica
- Manunggal Multi Energi - Indonesia
- Directorate Of Revenue Intelligence - India
- Lanco Infratech Ltd - India
- Global Business Power Corporation, Philippines
- OPG Power Generation Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Karaikal Port Pvt Ltd - India
- Mintek Dendrill Indonesia
- Straits Asia Resources Limited - Singapore
- Makarim & Taira - Indonesia
- Videocon Industries ltd - India
- Rio Tinto Coal - Australia
- Kumho Petrochemical, South Korea
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Baramulti Group, Indonesia
- Goldman Sachs - Singapore
- Ministry of Mines - Canada
- Larsen & Toubro Limited - India
- Krishnapatnam Port Company Ltd. - India
- Renaissance Capital - South Africa
- Uttam Galva Steels Limited - India
- McConnell Dowell - Australia
- Sakthi Sugars Limited - India
- Merrill Lynch Commodities Europe
- Bharathi Cement Corporation - India
- Gujarat Sidhee Cement - India
- Altura Mining Limited, Indonesia
- Cement Manufacturers Association - India
- Jorong Barutama Greston.PT - Indonesia
- LBH Netherlands Bv - Netherlands
- Essar Steel Hazira Ltd - India
- Coal and Oil Company - UAE
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