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