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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, 27 January 22
2022 - A YEAR OF REBALANCING FOR METALS AND MINING - WOOD MACKENZIE
If 2021 was the year of rebound for metals and mining (M&M) commodities, then 2022 is shaping as the year of rebalance, says Wood Mackenzie, a ...
Wednesday, 26 January 22
MARKET INSIGHT - INTERMODAL
While it is logical that most of the S&P reports of the first weeks of the year are linked to very limited activity as reflected in the weekly ...
Wednesday, 26 January 22
INDONESIA: DME PROJECT IS ECONOMICALLY VIABLE AS STUDY DEMONSTRATES
The government is encouraging downstream coal processing or increase in coal added value, for example by turning coal into Dimethyl Ether (DME) to ...
Wednesday, 26 January 22
COMMODITY PRICES COULD SOAR IF THE RUSSIA-UKRAINE CRISIS ESCALATES - ING
It appears that a number of commodity markets are starting to at least price in some geopolitical risk around the growing tension between Russia an ...
Wednesday, 26 January 22
INDONESIA'S COAL BAN SENDS PRICES SOARING, OTHER EXPORTERS FAIL TO STEP UP - REUTERS
Indonesia’s short-lived ban on exporting coal has sent ructions through the seaborne market for the fuel in Asia, with the fallout likely to ...
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- Sojitz Corporation - Japan
- India Bulls Power Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- ICICI Bank Limited - India
- Price Waterhouse Coopers - Russia
- Minerals Council of Australia
- Trasteel International SA, Italy
- Leighton Contractors Pty Ltd - Australia
- Sinarmas Energy and Mining - Indonesia
- Bhatia International Limited - India
- Thiess Contractors Indonesia
- Indian Oil Corporation Limited
- CIMB Investment Bank - Malaysia
- Georgia Ports Authority, United States
- Essar Steel Hazira Ltd - India
- Banpu Public Company Limited - Thailand
- Energy Development Corp, Philippines
- Miang Besar Coal Terminal - Indonesia
- Vizag Seaport Private Limited - India
- Antam Resourcindo - Indonesia
- IHS Mccloskey Coal Group - USA
- Coastal Gujarat Power Limited - India
- Anglo American - United Kingdom
- Barasentosa Lestari - Indonesia
- Goldman Sachs - Singapore
- Baramulti Group, Indonesia
- Malabar Cements Ltd - India
- Lanco Infratech Ltd - India
- Central Electricity Authority - India
- Electricity Authority, New Zealand
- Romanian Commodities Exchange
- Meenaskhi Energy Private Limited - India
- Siam City Cement - Thailand
- Medco Energi Mining Internasional
- PowerSource Philippines DevCo
- Petron Corporation, Philippines
- Indian Energy Exchange, India
- Africa Commodities Group - South Africa
- Kumho Petrochemical, South Korea
- Timah Investasi Mineral - Indoneisa
- Semirara Mining and Power Corporation, Philippines
- London Commodity Brokers - England
- Kartika Selabumi Mining - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Bayan Resources Tbk. - Indonesia
- Pendopo Energi Batubara - Indonesia
- Therma Luzon, Inc, Philippines
- Grasim Industreis Ltd - India
- Altura Mining Limited, Indonesia
- OPG Power Generation Pvt Ltd - India
- Marubeni Corporation - India
- Ceylon Electricity Board - Sri Lanka
- Petrochimia International Co. Ltd.- Taiwan
- Ind-Barath Power Infra Limited - India
- Manunggal Multi Energi - Indonesia
- Renaissance Capital - South Africa
- AsiaOL BioFuels Corp., Philippines
- Indonesian Coal Mining Association
- Offshore Bulk Terminal Pte Ltd, Singapore
- Siam City Cement PLC, Thailand
- Parry Sugars Refinery, India
- Oldendorff Carriers - Singapore
- Orica Australia Pty. Ltd.
- Australian Commodity Traders Exchange
- Energy Link Ltd, New Zealand
- Star Paper Mills Limited - India
- Sree Jayajothi Cements Limited - India
- Chamber of Mines of South Africa
- Independent Power Producers Association of India
- PNOC Exploration Corporation - Philippines
- Mjunction Services Limited - India
- Metalloyd Limited - United Kingdom
- Electricity Generating Authority of Thailand
- Ministry of Mines - Canada
- Krishnapatnam Port Company Ltd. - India
- Neyveli Lignite Corporation Ltd, - India
- SMG Consultants - Indonesia
- Merrill Lynch Commodities Europe
- Larsen & Toubro Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- GAC Shipping (India) Pvt Ltd
- GN Power Mariveles Coal Plant, Philippines
- GMR Energy Limited - India
- Mintek Dendrill Indonesia
- Holcim Trading Pte Ltd - Singapore
- Coalindo Energy - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Cement Manufacturers Association - India
- Power Finance Corporation Ltd., India
- Commonwealth Bank - Australia
- Mercator Lines Limited - India
- SN Aboitiz Power Inc, Philippines
- Riau Bara Harum - Indonesia
- Global Coal Blending Company Limited - Australia
- International Coal Ventures Pvt Ltd - India
- Posco Energy - South Korea
- ASAPP Information Group - India
- Tata Chemicals Ltd - India
- Bharathi Cement Corporation - India
- Alfred C Toepfer International GmbH - Germany
- CNBM International Corporation - China
- Bangladesh Power Developement Board
- Ambuja Cements Ltd - India
- Makarim & Taira - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Wood Mackenzie - Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Jindal Steel & Power Ltd - India
- Central Java Power - Indonesia
- Aboitiz Power Corporation - Philippines
- MS Steel International - UAE
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- Gujarat Sidhee Cement - India
- Wilmar Investment Holdings
- San Jose City I Power Corp, Philippines
- Chettinad Cement Corporation Ltd - India
- SMC Global Power, Philippines
- Binh Thuan Hamico - Vietnam
- Maharashtra Electricity Regulatory Commission - India
- Directorate General of MIneral and Coal - Indonesia
- Sical Logistics Limited - India
- Toyota Tsusho Corporation, Japan
- Sakthi Sugars Limited - India
- Bhoruka Overseas - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Ministry of Transport, Egypt
- White Energy Company Limited
- Samtan Co., Ltd - South Korea
- Rio Tinto Coal - Australia
- Tamil Nadu electricity Board
- LBH Netherlands Bv - Netherlands
- Simpson Spence & Young - Indonesia
- GVK Power & Infra Limited - India
- Sindya Power Generating Company Private Ltd
- TNB Fuel Sdn Bhd - Malaysia
- Globalindo Alam Lestari - Indonesia
- Planning Commission, India
- PTC India Limited - India
- Karaikal Port Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- Kideco Jaya Agung - Indonesia
- Orica Mining Services - Indonesia
- The University of Queensland
- South Luzon Thermal Energy Corporation
- Attock Cement Pakistan Limited
- Directorate Of Revenue Intelligence - India
- Salva Resources Pvt Ltd - India
- McConnell Dowell - Australia
- Eastern Energy - Thailand
- Borneo Indobara - Indonesia
- New Zealand Coal & Carbon
- Kaltim Prima Coal - Indonesia
- Thai Mozambique Logistica
- Semirara Mining Corp, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Meralco Power Generation, Philippines
- Heidelberg Cement - Germany
- Cigading International Bulk Terminal - Indonesia
- Bukit Makmur.PT - Indonesia
- Singapore Mercantile Exchange
- Jaiprakash Power Ventures ltd
- Uttam Galva Steels Limited - India
- Coal and Oil Company - UAE
- Madhucon Powers Ltd - India
- Kepco SPC Power Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- Carbofer General Trading SA - India
- European Bulk Services B.V. - Netherlands
- Port Waratah Coal Services - Australia
- Kohat Cement Company Ltd. - Pakistan
- PetroVietnam Power Coal Import and Supply Company
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sarangani Energy Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- Bukit Baiduri Energy - Indonesia
- Latin American Coal - Colombia
- Ministry of Finance - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Eastern Coal Council - USA
- Gujarat Mineral Development Corp Ltd - India
- Vedanta Resources Plc - India
- Australian Coal Association
- Bulk Trading Sa - Switzerland
- Kalimantan Lumbung Energi - Indonesia
- Standard Chartered Bank - UAE
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Interocean Group of Companies - India
- Savvy Resources Ltd - HongKong
- Parliament of New Zealand
- Economic Council, Georgia
- Videocon Industries ltd - India
- Dalmia Cement Bharat India
- Aditya Birla Group - India
- Global Business Power Corporation, Philippines
- Xindia Steels Limited - India
- Straits Asia Resources Limited - Singapore
- The Treasury - Australian Government
- Global Green Power PLC Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Intertek Mineral Services - Indonesia
- VISA Power Limited - India
- IEA Clean Coal Centre - UK
- Mercuria Energy - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Indika Energy - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- TeaM Sual Corporation - Philippines
- Formosa Plastics Group - Taiwan
- Indogreen Group - Indonesia
- Edison Trading Spa - Italy
- Agrawal Coal Company - India
- The State Trading Corporation of India Ltd
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bhushan Steel Limited - India
- Deloitte Consulting - India
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