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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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Friday, 21 January 22
CHINA'S POWER TRADING TARIFFS TO RISE IN 2022 - FITCH RATINGS
Rising trading volume and higher-than-benchmark tariffs in the 2022 bilateral contracts signed between Chinese power generation companies (gencos) ...
Thursday, 20 January 22
CHINESE COAL JUMPS OVER 6% ON PRE-HOLIDAY SUPPLY WORRY - REUTERS
China’s thermal coal futures soared more than 6% on Wednesday, hitting a level last seen in late November as investors grew concerned over ti ...
Thursday, 20 January 22
VIETNAM: COAL SECTOR SEES POSITIVE PROSPECT IN 2022 - VNA
With many signs of rising demand for coal in various economic sectors in 2022, the Vietnam National Coal – Mineral Industries Group (Vinacomi ...
Wednesday, 19 January 22
MARKET INSIGHT - INTERMODAL
Since the beginning of the year, we have been witnessing the BDI correcting downwards with sizable drops across all segments. Latest similar levels ...
Sunday, 09 January 22
INDONESIA MINISTER SAYS 'EMERGENCY OVER' ON COAL SUPPLY CRUNCH - REUTERS
Indonesia’s power emergency which has triggered a coal export ban is over but the government will still continue to discuss policies in this ...
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- CIMB Investment Bank - Malaysia
- Samtan Co., Ltd - South Korea
- Kepco SPC Power Corporation, Philippines
- Petron Corporation, Philippines
- Rio Tinto Coal - Australia
- Aditya Birla Group - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Vizag Seaport Private Limited - India
- Larsen & Toubro Limited - India
- GMR Energy Limited - India
- Ambuja Cements Ltd - India
- Marubeni Corporation - India
- Kapuas Tunggal Persada - Indonesia
- Medco Energi Mining Internasional
- The University of Queensland
- Edison Trading Spa - Italy
- Cigading International Bulk Terminal - Indonesia
- Electricity Generating Authority of Thailand
- Indika Energy - Indonesia
- Tata Chemicals Ltd - India
- Oldendorff Carriers - Singapore
- Borneo Indobara - Indonesia
- Indonesian Coal Mining Association
- PowerSource Philippines DevCo
- Sical Logistics Limited - India
- Planning Commission, India
- MS Steel International - UAE
- GN Power Mariveles Coal Plant, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Cement Manufacturers Association - India
- Bukit Baiduri Energy - Indonesia
- Straits Asia Resources Limited - Singapore
- Jindal Steel & Power Ltd - India
- Mercuria Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- South Luzon Thermal Energy Corporation
- Gujarat Mineral Development Corp Ltd - India
- CNBM International Corporation - China
- Parry Sugars Refinery, India
- Ministry of Mines - Canada
- Minerals Council of Australia
- GVK Power & Infra Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Port Waratah Coal Services - Australia
- Leighton Contractors Pty Ltd - Australia
- Dalmia Cement Bharat India
- Indogreen Group - Indonesia
- Bukit Makmur.PT - Indonesia
- Indian Energy Exchange, India
- Karbindo Abesyapradhi - Indoneisa
- Sarangani Energy Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Videocon Industries ltd - India
- LBH Netherlands Bv - Netherlands
- Parliament of New Zealand
- Iligan Light & Power Inc, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Gujarat Electricity Regulatory Commission - India
- San Jose City I Power Corp, Philippines
- Karaikal Port Pvt Ltd - India
- Meralco Power Generation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Indian Oil Corporation Limited
- Barasentosa Lestari - Indonesia
- Deloitte Consulting - India
- Kumho Petrochemical, South Korea
- Riau Bara Harum - Indonesia
- Attock Cement Pakistan Limited
- Petrochimia International Co. Ltd.- Taiwan
- Formosa Plastics Group - Taiwan
- Global Business Power Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- International Coal Ventures Pvt Ltd - India
- Binh Thuan Hamico - Vietnam
- Siam City Cement - Thailand
- Malabar Cements Ltd - India
- Essar Steel Hazira Ltd - India
- Mjunction Services Limited - India
- SN Aboitiz Power Inc, Philippines
- Madhucon Powers Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- London Commodity Brokers - England
- Altura Mining Limited, Indonesia
- Interocean Group of Companies - India
- Global Coal Blending Company Limited - Australia
- Bhushan Steel Limited - India
- Merrill Lynch Commodities Europe
- Orica Mining Services - Indonesia
- Georgia Ports Authority, United States
- Billiton Holdings Pty Ltd - Australia
- Siam City Cement PLC, Thailand
- Bharathi Cement Corporation - India
- Indo Tambangraya Megah - Indonesia
- Central Java Power - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Timah Investasi Mineral - Indoneisa
- McConnell Dowell - Australia
- Coal and Oil Company - UAE
- Alfred C Toepfer International GmbH - Germany
- Kartika Selabumi Mining - Indonesia
- Vedanta Resources Plc - India
- Xindia Steels Limited - India
- Chettinad Cement Corporation Ltd - India
- Thiess Contractors Indonesia
- Mercator Lines Limited - India
- Chamber of Mines of South Africa
- Price Waterhouse Coopers - Russia
- Latin American Coal - Colombia
- Bahari Cakrawala Sebuku - Indonesia
- Romanian Commodities Exchange
- Australian Commodity Traders Exchange
- Power Finance Corporation Ltd., India
- GAC Shipping (India) Pvt Ltd
- Trasteel International SA, Italy
- Kobexindo Tractors - Indoneisa
- Intertek Mineral Services - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- SMG Consultants - Indonesia
- IHS Mccloskey Coal Group - USA
- Sindya Power Generating Company Private Ltd
- New Zealand Coal & Carbon
- Miang Besar Coal Terminal - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Meenaskhi Energy Private Limited - India
- Semirara Mining and Power Corporation, Philippines
- Coastal Gujarat Power Limited - India
- Baramulti Group, Indonesia
- Goldman Sachs - Singapore
- Central Electricity Authority - India
- PNOC Exploration Corporation - Philippines
- Simpson Spence & Young - Indonesia
- TeaM Sual Corporation - Philippines
- Neyveli Lignite Corporation Ltd, - India
- Carbofer General Trading SA - India
- Directorate Of Revenue Intelligence - India
- Jorong Barutama Greston.PT - Indonesia
- SMC Global Power, Philippines
- Ministry of Finance - Indonesia
- Manunggal Multi Energi - Indonesia
- Salva Resources Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Bhatia International Limited - India
- PetroVietnam Power Coal Import and Supply Company
- The State Trading Corporation of India Ltd
- Lanco Infratech Ltd - India
- Antam Resourcindo - Indonesia
- Jaiprakash Power Ventures ltd
- AsiaOL BioFuels Corp., Philippines
- Heidelberg Cement - Germany
- White Energy Company Limited
- Kaltim Prima Coal - Indonesia
- Maheswari Brothers Coal Limited - India
- Standard Chartered Bank - UAE
- Metalloyd Limited - United Kingdom
- Bangladesh Power Developement Board
- Ministry of Transport, Egypt
- Uttam Galva Steels Limited - India
- Bayan Resources Tbk. - Indonesia
- PTC India Limited - India
- Wilmar Investment Holdings
- Commonwealth Bank - Australia
- Sree Jayajothi Cements Limited - India
- IEA Clean Coal Centre - UK
- Energy Link Ltd, New Zealand
- Ceylon Electricity Board - Sri Lanka
- Tamil Nadu electricity Board
- India Bulls Power Limited - India
- Kideco Jaya Agung - Indonesia
- Holcim Trading Pte Ltd - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Economic Council, Georgia
- Globalindo Alam Lestari - Indonesia
- The Treasury - Australian Government
- Eastern Coal Council - USA
- Krishnapatnam Port Company Ltd. - India
- Energy Development Corp, Philippines
- Africa Commodities Group - South Africa
- Posco Energy - South Korea
- ICICI Bank Limited - India
- Bulk Trading Sa - Switzerland
- Mintek Dendrill Indonesia
- Semirara Mining Corp, Philippines
- Pendopo Energi Batubara - Indonesia
- Independent Power Producers Association of India
- Star Paper Mills Limited - India
- OPG Power Generation Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- Sojitz Corporation - Japan
- Renaissance Capital - South Africa
- Bhoruka Overseas - Indonesia
- Ind-Barath Power Infra Limited - India
- Orica Australia Pty. Ltd.
- Aboitiz Power Corporation - Philippines
- Makarim & Taira - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Australian Coal Association
- Pipit Mutiara Jaya. PT, Indonesia
- Eastern Energy - Thailand
- Agrawal Coal Company - India
- Singapore Mercantile Exchange
- Therma Luzon, Inc, Philippines
- Thai Mozambique Logistica
- Anglo American - United Kingdom
- Sakthi Sugars Limited - India
- Global Green Power PLC Corporation, Philippines
- ASAPP Information Group - India
- Wood Mackenzie - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- Banpu Public Company Limited - Thailand
- Savvy Resources Ltd - HongKong
- VISA Power Limited - India
- Grasim Industreis Ltd - India
- Coalindo Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Electricity Authority, New Zealand
- Rashtriya Ispat Nigam Limited - India
- Gujarat Sidhee Cement - India
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