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