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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, 30 June 22
FINANCIAL GAINS SUPPORT COAL TRANSITION - BALTIC EXCHANGE
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SHANXI PROVINCE RAISES ANNUAL COAL OUTPUT TO 1.3 BILLION TONS TO ENSURE CHINA’S ENERGY SUPPLY - GLOBAL TIMES
North China’s Shanxi Province, a major coal-producing region, recently announced a move to increase its annual coal production output by 107 ...
Thursday, 30 June 22
DIVERGENCE BETWEEN HIGH- AND LOW-GRADE THERMAL COAL PRICES IN APAC TO NARROW - FITCH RATINGS
Prices between high- and low-grade thermal coal in Asia-Pacific (APAC) have diverged since late March 2022, but Fitch Ratings expects the gap to na ...
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- Ambuja Cements Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Mintek Dendrill Indonesia
- Banpu Public Company Limited - Thailand
- Sree Jayajothi Cements Limited - India
- White Energy Company Limited
- Australian Commodity Traders Exchange
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- Sindya Power Generating Company Private Ltd
- The Treasury - Australian Government
- PowerSource Philippines DevCo
- PetroVietnam Power Coal Import and Supply Company
- Petron Corporation, Philippines
- Xindia Steels Limited - India
- South Luzon Thermal Energy Corporation
- Kideco Jaya Agung - Indonesia
- Ministry of Mines - Canada
- Renaissance Capital - South Africa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Interocean Group of Companies - India
- Global Green Power PLC Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Cigading International Bulk Terminal - Indonesia
- Madhucon Powers Ltd - India
- IEA Clean Coal Centre - UK
- Alfred C Toepfer International GmbH - Germany
- Lanco Infratech Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Tata Chemicals Ltd - India
- Indika Energy - Indonesia
- Samtan Co., Ltd - South Korea
- Kapuas Tunggal Persada - Indonesia
- Wood Mackenzie - Singapore
- Uttam Galva Steels Limited - India
- Siam City Cement PLC, Thailand
- Kalimantan Lumbung Energi - Indonesia
- Parry Sugars Refinery, India
- Bhatia International Limited - India
- Kepco SPC Power Corporation, Philippines
- San Jose City I Power Corp, Philippines
- VISA Power Limited - India
- Meenaskhi Energy Private Limited - India
- GAC Shipping (India) Pvt Ltd
- Mercator Lines Limited - India
- Altura Mining Limited, Indonesia
- Krishnapatnam Port Company Ltd. - India
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- Riau Bara Harum - Indonesia
- Directorate Of Revenue Intelligence - India
- Mjunction Services Limited - India
- Iligan Light & Power Inc, Philippines
- Leighton Contractors Pty Ltd - Australia
- Sojitz Corporation - Japan
- Kobexindo Tractors - Indoneisa
- Videocon Industries ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Neyveli Lignite Corporation Ltd, - India
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- Kohat Cement Company Ltd. - Pakistan
- Carbofer General Trading SA - India
- Central Java Power - Indonesia
- Meralco Power Generation, Philippines
- Bharathi Cement Corporation - India
- Global Coal Blending Company Limited - Australia
- MS Steel International - UAE
- Chamber of Mines of South Africa
- Directorate General of MIneral and Coal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kartika Selabumi Mining - Indonesia
- Grasim Industreis Ltd - India
- Energy Development Corp, Philippines
- The University of Queensland
- Romanian Commodities Exchange
- Vedanta Resources Plc - India
- Global Business Power Corporation, Philippines
- GVK Power & Infra Limited - India
- Economic Council, Georgia
- International Coal Ventures Pvt Ltd - India
- GMR Energy Limited - India
- Baramulti Group, Indonesia
- Intertek Mineral Services - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- SN Aboitiz Power Inc, Philippines
- Manunggal Multi Energi - Indonesia
- London Commodity Brokers - England
- Orica Mining Services - Indonesia
- Medco Energi Mining Internasional
- Sarangani Energy Corporation, Philippines
- Borneo Indobara - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Metalloyd Limited - United Kingdom
- Petrochimia International Co. Ltd.- Taiwan
- Parliament of New Zealand
- Coastal Gujarat Power Limited - India
- Bhushan Steel Limited - India
- Ind-Barath Power Infra Limited - India
- Tamil Nadu electricity Board
- Therma Luzon, Inc, Philippines
- Rashtriya Ispat Nigam Limited - India
- CNBM International Corporation - China
- Wilmar Investment Holdings
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- India Bulls Power Limited - India
- Karbindo Abesyapradhi - Indoneisa
- PNOC Exploration Corporation - Philippines
- Semirara Mining and Power Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Sical Logistics Limited - India
- Electricity Generating Authority of Thailand
- Singapore Mercantile Exchange
- Indian Energy Exchange, India
- Toyota Tsusho Corporation, Japan
- Star Paper Mills Limited - India
- Indo Tambangraya Megah - Indonesia
- Georgia Ports Authority, United States
- Africa Commodities Group - South Africa
- Barasentosa Lestari - Indonesia
- Formosa Plastics Group - Taiwan
- Commonwealth Bank - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Gujarat Sidhee Cement - India
- Coalindo Energy - Indonesia
- Pendopo Energi Batubara - Indonesia
- Larsen & Toubro Limited - India
- ASAPP Information Group - India
- LBH Netherlands Bv - Netherlands
- Indogreen Group - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Port Waratah Coal Services - Australia
- Aditya Birla Group - India
- Australian Coal Association
- Siam City Cement - Thailand
- Bayan Resources Tbk. - Indonesia
- ICICI Bank Limited - India
- Deloitte Consulting - India
- Jindal Steel & Power Ltd - India
- Binh Thuan Hamico - Vietnam
- Ministry of Finance - Indonesia
- Chettinad Cement Corporation Ltd - India
- Maheswari Brothers Coal Limited - India
- Standard Chartered Bank - UAE
- Eastern Coal Council - USA
- Oldendorff Carriers - Singapore
- Simpson Spence & Young - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ceylon Electricity Board - Sri Lanka
- Antam Resourcindo - Indonesia
- Attock Cement Pakistan Limited
- Merrill Lynch Commodities Europe
- TNB Fuel Sdn Bhd - Malaysia
- CIMB Investment Bank - Malaysia
- SMC Global Power, Philippines
- Rio Tinto Coal - Australia
- Independent Power Producers Association of India
- Price Waterhouse Coopers - Russia
- PTC India Limited - India
- Latin American Coal - Colombia
- European Bulk Services B.V. - Netherlands
- Planning Commission, India
- Marubeni Corporation - India
- Bukit Asam (Persero) Tbk - Indonesia
- Makarim & Taira - Indonesia
- Posco Energy - South Korea
- Straits Asia Resources Limited - Singapore
- Indonesian Coal Mining Association
- Globalindo Alam Lestari - Indonesia
- Kumho Petrochemical, South Korea
- AsiaOL BioFuels Corp., Philippines
- Ministry of Transport, Egypt
- Jaiprakash Power Ventures ltd
- Edison Trading Spa - Italy
- Aboitiz Power Corporation - Philippines
- Trasteel International SA, Italy
- Bangladesh Power Developement Board
- McConnell Dowell - Australia
- Anglo American - United Kingdom
- New Zealand Coal & Carbon
- Pipit Mutiara Jaya. PT, Indonesia
- Energy Link Ltd, New Zealand
- SMG Consultants - Indonesia
- Mercuria Energy - Indonesia
- Central Electricity Authority - India
- Sakthi Sugars Limited - India
- Orica Australia Pty. Ltd.
- Coal and Oil Company - UAE
- Bulk Trading Sa - Switzerland
- Miang Besar Coal Terminal - Indonesia
- Minerals Council of Australia
- Maharashtra Electricity Regulatory Commission - India
- Semirara Mining Corp, Philippines
- IHS Mccloskey Coal Group - USA
- Goldman Sachs - Singapore
- Timah Investasi Mineral - Indoneisa
- Malabar Cements Ltd - India
- Heidelberg Cement - Germany
- TeaM Sual Corporation - Philippines
- Gujarat Mineral Development Corp Ltd - India
- Electricity Authority, New Zealand
- Indian Oil Corporation Limited
- Cement Manufacturers Association - India
- Thai Mozambique Logistica
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- Eastern Energy - Thailand
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