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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, 08 March 22
RUSSIA-UKRAINE CONFLICT ADDS IMPETUS TO ASIA'S ENERGY TRANSITION - IEEFA
Clean energy alternatives are a crucial hedge against future disruptions in global commodity markets
Russia’s invasion of Ukra ...
Tuesday, 08 March 22
THE HIGH COST OF INDONESIA’S DOWNSTREAM COAL PROJECTS IS UNDERESTIMATED - IEEFA
Three Indonesian ministries have come up with a DME purchase price of US$378/tonne fixed for 20 years compared to IEEFA’s US$601/tonne estima ...
Wednesday, 02 March 22
SHIPPING MARKET INSIGHT - INTERMODAL
The escalating confrontation between Russia and Ukraine has the potential to disrupt global order and set the world back a few decades. While count ...
Tuesday, 22 February 22
THE DRY BULK MARKET HAS MOVED ON A POSITIVE TRACK - ALLIED
The dry bulk market has moved on a positive track as of the past couple of weeks or so. Following the typical softening in freight conditions durin ...
Tuesday, 22 February 22
CHINA'S DAILY OUTPUT OF COAL REBOUNDS TO OVER 12 MLN TONNES - REUTERS
China’s coal output returned to more than 12 million tonnes per day as of Feb. 20, the country’s state planner said on Monday, a level ...
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- Energy Development Corp, Philippines
- India Bulls Power Limited - India
- Coastal Gujarat Power Limited - India
- Kapuas Tunggal Persada - Indonesia
- Orica Mining Services - Indonesia
- Timah Investasi Mineral - Indoneisa
- Eastern Energy - Thailand
- SMG Consultants - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Vizag Seaport Private Limited - India
- Siam City Cement PLC, Thailand
- Leighton Contractors Pty Ltd - Australia
- Wilmar Investment Holdings
- Cigading International Bulk Terminal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Bhushan Steel Limited - India
- Formosa Plastics Group - Taiwan
- Petron Corporation, Philippines
- Mjunction Services Limited - India
- Kartika Selabumi Mining - Indonesia
- Energy Link Ltd, New Zealand
- IEA Clean Coal Centre - UK
- Singapore Mercantile Exchange
- Grasim Industreis Ltd - India
- Ind-Barath Power Infra Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Kepco SPC Power Corporation, Philippines
- Latin American Coal - Colombia
- Tata Chemicals Ltd - India
- Indogreen Group - Indonesia
- Samtan Co., Ltd - South Korea
- The Treasury - Australian Government
- Kumho Petrochemical, South Korea
- Trasteel International SA, Italy
- Chamber of Mines of South Africa
- Straits Asia Resources Limited - Singapore
- Ministry of Mines - Canada
- Intertek Mineral Services - Indonesia
- Central Electricity Authority - India
- South Luzon Thermal Energy Corporation
- PNOC Exploration Corporation - Philippines
- Malabar Cements Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Uttam Galva Steels Limited - India
- Jindal Steel & Power Ltd - India
- Maheswari Brothers Coal Limited - India
- Aditya Birla Group - India
- Medco Energi Mining Internasional
- Jorong Barutama Greston.PT - Indonesia
- Agrawal Coal Company - India
- Kaltim Prima Coal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Rio Tinto Coal - Australia
- Alfred C Toepfer International GmbH - Germany
- Indian Oil Corporation Limited
- Kobexindo Tractors - Indoneisa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Marubeni Corporation - India
- Petrochimia International Co. Ltd.- Taiwan
- Standard Chartered Bank - UAE
- Romanian Commodities Exchange
- Eastern Coal Council - USA
- Salva Resources Pvt Ltd - India
- New Zealand Coal & Carbon
- International Coal Ventures Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- Bulk Trading Sa - Switzerland
- SMC Global Power, Philippines
- Baramulti Group, Indonesia
- Global Coal Blending Company Limited - Australia
- Minerals Council of Australia
- Merrill Lynch Commodities Europe
- Toyota Tsusho Corporation, Japan
- Parry Sugars Refinery, India
- Xindia Steels Limited - India
- Sindya Power Generating Company Private Ltd
- European Bulk Services B.V. - Netherlands
- Central Java Power - Indonesia
- Bukit Makmur.PT - Indonesia
- Essar Steel Hazira Ltd - India
- Sinarmas Energy and Mining - Indonesia
- San Jose City I Power Corp, Philippines
- PTC India Limited - India
- Makarim & Taira - Indonesia
- Cement Manufacturers Association - India
- Kalimantan Lumbung Energi - Indonesia
- Africa Commodities Group - South Africa
- Electricity Generating Authority of Thailand
- Vijayanagar Sugar Pvt Ltd - India
- Coal and Oil Company - UAE
- Pipit Mutiara Jaya. PT, Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Binh Thuan Hamico - Vietnam
- SN Aboitiz Power Inc, Philippines
- CIMB Investment Bank - Malaysia
- Carbofer General Trading SA - India
- Bayan Resources Tbk. - Indonesia
- London Commodity Brokers - England
- Ministry of Transport, Egypt
- Karaikal Port Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Iligan Light & Power Inc, Philippines
- Banpu Public Company Limited - Thailand
- Australian Commodity Traders Exchange
- Wood Mackenzie - Singapore
- Bhatia International Limited - India
- Edison Trading Spa - Italy
- Videocon Industries ltd - India
- Sojitz Corporation - Japan
- Deloitte Consulting - India
- Bhoruka Overseas - Indonesia
- Ceylon Electricity Board - Sri Lanka
- ICICI Bank Limited - India
- Coalindo Energy - Indonesia
- IHS Mccloskey Coal Group - USA
- Planning Commission, India
- Renaissance Capital - South Africa
- Anglo American - United Kingdom
- Maharashtra Electricity Regulatory Commission - India
- Semirara Mining Corp, Philippines
- Siam City Cement - Thailand
- Economic Council, Georgia
- CNBM International Corporation - China
- Metalloyd Limited - United Kingdom
- Bank of Tokyo Mitsubishi UFJ Ltd
- Meralco Power Generation, Philippines
- Sree Jayajothi Cements Limited - India
- ASAPP Information Group - India
- Thiess Contractors Indonesia
- Electricity Authority, New Zealand
- Semirara Mining and Power Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- White Energy Company Limited
- The State Trading Corporation of India Ltd
- Global Green Power PLC Corporation, Philippines
- Goldman Sachs - Singapore
- Global Business Power Corporation, Philippines
- Mercuria Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Tamil Nadu electricity Board
- Larsen & Toubro Limited - India
- Bharathi Cement Corporation - India
- Simpson Spence & Young - Indonesia
- Port Waratah Coal Services - Australia
- Manunggal Multi Energi - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Borneo Indobara - Indonesia
- Sical Logistics Limited - India
- PowerSource Philippines DevCo
- Altura Mining Limited, Indonesia
- GAC Shipping (India) Pvt Ltd
- Heidelberg Cement - Germany
- Gujarat Electricity Regulatory Commission - India
- Chettinad Cement Corporation Ltd - India
- Parliament of New Zealand
- Billiton Holdings Pty Ltd - Australia
- Georgia Ports Authority, United States
- Globalindo Alam Lestari - Indonesia
- Bukit Baiduri Energy - Indonesia
- Directorate Of Revenue Intelligence - India
- Australian Coal Association
- Mintek Dendrill Indonesia
- McConnell Dowell - Australia
- OPG Power Generation Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- TeaM Sual Corporation - Philippines
- Madhucon Powers Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Independent Power Producers Association of India
- Star Paper Mills Limited - India
- GVK Power & Infra Limited - India
- Jaiprakash Power Ventures ltd
- AsiaOL BioFuels Corp., Philippines
- Posco Energy - South Korea
- Power Finance Corporation Ltd., India
- Vedanta Resources Plc - India
- Bangladesh Power Developement Board
- Indo Tambangraya Megah - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Gujarat Mineral Development Corp Ltd - India
- Attock Cement Pakistan Limited
- Gujarat Sidhee Cement - India
- Thai Mozambique Logistica
- Miang Besar Coal Terminal - Indonesia
- Mercator Lines Limited - India
- Rashtriya Ispat Nigam Limited - India
- GMR Energy Limited - India
- Oldendorff Carriers - Singapore
- Dalmia Cement Bharat India
- Kohat Cement Company Ltd. - Pakistan
- VISA Power Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Therma Luzon, Inc, Philippines
- Interocean Group of Companies - India
- Meenaskhi Energy Private Limited - India
- Commonwealth Bank - Australia
- The University of Queensland
- Antam Resourcindo - Indonesia
- Aboitiz Power Corporation - Philippines
- Indika Energy - Indonesia
- Sakthi Sugars Limited - India
- MS Steel International - UAE
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indonesian Coal Mining Association
- Riau Bara Harum - Indonesia
- Barasentosa Lestari - Indonesia
- Kideco Jaya Agung - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- LBH Netherlands Bv - Netherlands
- GN Power Mariveles Coal Plant, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Indian Energy Exchange, India
- Lanco Infratech Ltd - India
- Ambuja Cements Ltd - India
- Ministry of Finance - Indonesia
- Orica Australia Pty. Ltd.
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