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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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Wednesday, 02 February 22
COAL STORAGE IN CHINA’S POWER PLANTS NEAR RECORD HIGHS - XINHUA
Coal inflows into China’s power plants have picked up, bringing their coal storage to near record highs, the National Development and Reform ...
Wednesday, 02 February 22
MARKET INSIGHT - INTERMODAL
Oil prices have rallied to the highest level since October 2014 breaking above $90/bbl recently. November 2014 was the point when OPEC unleashed pr ...
Monday, 31 January 22
HOW INDONESIA'S COAL EXPORT BAN COULD IMPACT INDIA - IEEFA
What does it mean for power generation and energy security?
Not long ago, India faced coal shortages due to a decline in domestic co ...
Sunday, 30 January 22
AIR PRODUCTS' COAL GASIFICATION PROPOSAL TRIGGERS LOOMING POLICY DISPUTES IN INDONESIA - IEEFA
Plan to substitute Indonesia’s LPG imports with dimethyl ether may be hard to realize due to conflicting business interests
In ...
Sunday, 30 January 22
ENDGAME FOR NEW COAL POWER PROJECTS? - IEEFA INDIA
Retired coal units must be replaced only by assets that can provide grid flexibility
Reportedly, an expert committee appointed by th ...
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- Maharashtra Electricity Regulatory Commission - India
- Tata Chemicals Ltd - India
- Ind-Barath Power Infra Limited - India
- Kepco SPC Power Corporation, Philippines
- MS Steel International - UAE
- Makarim & Taira - Indonesia
- The State Trading Corporation of India Ltd
- Billiton Holdings Pty Ltd - Australia
- Bahari Cakrawala Sebuku - Indonesia
- The University of Queensland
- Samtan Co., Ltd - South Korea
- ICICI Bank Limited - India
- Coal and Oil Company - UAE
- McConnell Dowell - Australia
- Ambuja Cements Ltd - India
- International Coal Ventures Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Timah Investasi Mineral - Indoneisa
- Orica Australia Pty. Ltd.
- Globalindo Alam Lestari - Indonesia
- Sojitz Corporation - Japan
- AsiaOL BioFuels Corp., Philippines
- Kohat Cement Company Ltd. - Pakistan
- Bhoruka Overseas - Indonesia
- TeaM Sual Corporation - Philippines
- Vizag Seaport Private Limited - India
- Mercator Lines Limited - India
- Vedanta Resources Plc - India
- Orica Mining Services - Indonesia
- PNOC Exploration Corporation - Philippines
- Kalimantan Lumbung Energi - Indonesia
- Indo Tambangraya Megah - Indonesia
- European Bulk Services B.V. - Netherlands
- Global Green Power PLC Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Energy Link Ltd, New Zealand
- Bukit Asam (Persero) Tbk - Indonesia
- Africa Commodities Group - South Africa
- Carbofer General Trading SA - India
- Sree Jayajothi Cements Limited - India
- Sical Logistics Limited - India
- Electricity Authority, New Zealand
- IHS Mccloskey Coal Group - USA
- GN Power Mariveles Coal Plant, Philippines
- Electricity Generating Authority of Thailand
- Goldman Sachs - Singapore
- New Zealand Coal & Carbon
- Videocon Industries ltd - India
- Metalloyd Limited - United Kingdom
- Bhushan Steel Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Grasim Industreis Ltd - India
- Madhucon Powers Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Riau Bara Harum - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- San Jose City I Power Corp, Philippines
- SN Aboitiz Power Inc, Philippines
- Price Waterhouse Coopers - Russia
- Gujarat Electricity Regulatory Commission - India
- Ministry of Transport, Egypt
- LBH Netherlands Bv - Netherlands
- Ceylon Electricity Board - Sri Lanka
- Xindia Steels Limited - India
- Ministry of Finance - Indonesia
- Marubeni Corporation - India
- Sarangani Energy Corporation, Philippines
- Standard Chartered Bank - UAE
- SMG Consultants - Indonesia
- SMC Global Power, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Lanco Infratech Ltd - India
- GAC Shipping (India) Pvt Ltd
- Mercuria Energy - Indonesia
- Cement Manufacturers Association - India
- Minerals Council of Australia
- Jorong Barutama Greston.PT - Indonesia
- Medco Energi Mining Internasional
- India Bulls Power Limited - India
- Romanian Commodities Exchange
- Borneo Indobara - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kartika Selabumi Mining - Indonesia
- Essar Steel Hazira Ltd - India
- Indian Oil Corporation Limited
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Coalindo Energy - Indonesia
- Anglo American - United Kingdom
- Directorate Of Revenue Intelligence - India
- Petrochimia International Co. Ltd.- Taiwan
- Deloitte Consulting - India
- Aditya Birla Group - India
- Australian Coal Association
- CNBM International Corporation - China
- Binh Thuan Hamico - Vietnam
- Indogreen Group - Indonesia
- GVK Power & Infra Limited - India
- Ministry of Mines - Canada
- Semirara Mining and Power Corporation, Philippines
- Economic Council, Georgia
- Jaiprakash Power Ventures ltd
- Alfred C Toepfer International GmbH - Germany
- Agrawal Coal Company - India
- Bulk Trading Sa - Switzerland
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Trasteel International SA, Italy
- Star Paper Mills Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Wilmar Investment Holdings
- Manunggal Multi Energi - Indonesia
- Edison Trading Spa - Italy
- Straits Asia Resources Limited - Singapore
- Eastern Energy - Thailand
- OPG Power Generation Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- Barasentosa Lestari - Indonesia
- Kumho Petrochemical, South Korea
- Mintek Dendrill Indonesia
- Simpson Spence & Young - Indonesia
- Meenaskhi Energy Private Limited - India
- Bharathi Cement Corporation - India
- Petron Corporation, Philippines
- Tamil Nadu electricity Board
- Mjunction Services Limited - India
- Merrill Lynch Commodities Europe
- Kaltim Prima Coal - Indonesia
- Interocean Group of Companies - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Power Finance Corporation Ltd., India
- Georgia Ports Authority, United States
- Savvy Resources Ltd - HongKong
- Aboitiz Power Corporation - Philippines
- Rashtriya Ispat Nigam Limited - India
- Parry Sugars Refinery, India
- Kobexindo Tractors - Indoneisa
- Singapore Mercantile Exchange
- Chettinad Cement Corporation Ltd - India
- Wood Mackenzie - Singapore
- Kapuas Tunggal Persada - Indonesia
- Global Coal Blending Company Limited - Australia
- Commonwealth Bank - Australia
- PTC India Limited - India
- Chamber of Mines of South Africa
- Jindal Steel & Power Ltd - India
- Bayan Resources Tbk. - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Directorate General of MIneral and Coal - Indonesia
- Therma Luzon, Inc, Philippines
- Sakthi Sugars Limited - India
- Attock Cement Pakistan Limited
- Independent Power Producers Association of India
- Indian Energy Exchange, India
- Heidelberg Cement - Germany
- Indonesian Coal Mining Association
- Banpu Public Company Limited - Thailand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- VISA Power Limited - India
- Antam Resourcindo - Indonesia
- Meralco Power Generation, Philippines
- Eastern Coal Council - USA
- Siam City Cement PLC, Thailand
- Formosa Plastics Group - Taiwan
- Bhatia International Limited - India
- ASAPP Information Group - India
- Pendopo Energi Batubara - Indonesia
- Renaissance Capital - South Africa
- Central Java Power - Indonesia
- Uttam Galva Steels Limited - India
- Siam City Cement - Thailand
- Bukit Baiduri Energy - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- White Energy Company Limited
- London Commodity Brokers - England
- Salva Resources Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Thiess Contractors Indonesia
- Thai Mozambique Logistica
- Australian Commodity Traders Exchange
- Altura Mining Limited, Indonesia
- Miang Besar Coal Terminal - Indonesia
- Global Business Power Corporation, Philippines
- Latin American Coal - Colombia
- Sindya Power Generating Company Private Ltd
- Vijayanagar Sugar Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- CIMB Investment Bank - Malaysia
- Rio Tinto Coal - Australia
- Dalmia Cement Bharat India
- Energy Development Corp, Philippines
- Intertek Mineral Services - Indonesia
- Bukit Makmur.PT - Indonesia
- Bangladesh Power Developement Board
- TNB Fuel Sdn Bhd - Malaysia
- Larsen & Toubro Limited - India
- Semirara Mining Corp, Philippines
- Parliament of New Zealand
- Krishnapatnam Port Company Ltd. - India
- Central Electricity Authority - India
- Malabar Cements Ltd - India
- Oldendorff Carriers - Singapore
- The Treasury - Australian Government
- Iligan Light & Power Inc, Philippines
- Gujarat Sidhee Cement - India
- Coastal Gujarat Power Limited - India
- Port Waratah Coal Services - Australia
- South Luzon Thermal Energy Corporation
- Planning Commission, India
- PowerSource Philippines DevCo
- Posco Energy - South Korea
- Leighton Contractors Pty Ltd - Australia
- Baramulti Group, Indonesia
- Indika Energy - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- GMR Energy Limited - India
- Cigading International Bulk Terminal - Indonesia
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