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