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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, 14 December 21
COAL LOCK-IN IN SOUTHEAST ASIA PRESENTS A CHALLENGE FOR THE ASIAN DEVELOPMENT BANK'S COAL RETIREMENT PLAN - IEEFA
In August, the Asian Development Bank (ADB) announced an ambitious plan to buy high emissions coal-fired power plants in Southeast Asia and retire ...
Saturday, 11 December 21
BUNKER BUYERS LOSE UP TO $5/MT FOR NOT COVERING ENOUGH SUPPLIERS - INTEGR8 FUELS
With the Brent price recently touching the $80 mark and before the Omicron variant concerns pushed it lower, bunker prices reached levels not seen ...
Tuesday, 07 December 21
SUPERCYCLE DEMAND: ARE WE THERE YET? - WOOD MACKENZIE
Taking young children on a long journey is fraught with challenges, not least the inevitable question a few minutes after leaving: are we there yet ...
Tuesday, 07 December 21
COAL WOULD REMAIN ENERGY LEADER FOR AT LEAST 15 YEARS - LIVEMINT
Coal India Ltd (CIL) has been in the eye of the storm after fuel stocks at coal-fuelled power plants depleted in October. Fuel stocks since are bei ...
Tuesday, 07 December 21
GLOBAL SHIPPING OUTLOOK TURNS STABLE FROM POSITIVE ON THE BACK OF PEAKING EARNINGS DURING 2021 - MOODY'S
The outlook for the global shipping industry is changed to stable from positive for the next 12 to 18 months due to demand slightly outstripping su ...
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- Petron Corporation, Philippines
- Bharathi Cement Corporation - India
- Star Paper Mills Limited - India
- Africa Commodities Group - South Africa
- Pendopo Energi Batubara - Indonesia
- Parliament of New Zealand
- Heidelberg Cement - Germany
- Kobexindo Tractors - Indoneisa
- Sarangani Energy Corporation, Philippines
- Formosa Plastics Group - Taiwan
- McConnell Dowell - Australia
- Neyveli Lignite Corporation Ltd, - India
- Metalloyd Limited - United Kingdom
- Ceylon Electricity Board - Sri Lanka
- Simpson Spence & Young - Indonesia
- European Bulk Services B.V. - Netherlands
- Indo Tambangraya Megah - Indonesia
- Rio Tinto Coal - Australia
- International Coal Ventures Pvt Ltd - India
- Indika Energy - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Baramulti Group, Indonesia
- Altura Mining Limited, Indonesia
- Intertek Mineral Services - Indonesia
- Jindal Steel & Power Ltd - India
- Australian Coal Association
- Marubeni Corporation - India
- Karbindo Abesyapradhi - Indoneisa
- The University of Queensland
- Savvy Resources Ltd - HongKong
- Ministry of Finance - Indonesia
- Wood Mackenzie - Singapore
- Straits Asia Resources Limited - Singapore
- Mjunction Services Limited - India
- Coastal Gujarat Power Limited - India
- Eastern Coal Council - USA
- Renaissance Capital - South Africa
- Gujarat Sidhee Cement - India
- Carbofer General Trading SA - India
- Goldman Sachs - Singapore
- Wilmar Investment Holdings
- Interocean Group of Companies - India
- Commonwealth Bank - Australia
- Vedanta Resources Plc - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Madhucon Powers Ltd - India
- Australian Commodity Traders Exchange
- Iligan Light & Power Inc, Philippines
- Salva Resources Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Krishnapatnam Port Company Ltd. - India
- Sree Jayajothi Cements Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Malabar Cements Ltd - India
- White Energy Company Limited
- Central Java Power - Indonesia
- Attock Cement Pakistan Limited
- Globalindo Alam Lestari - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- TeaM Sual Corporation - Philippines
- Georgia Ports Authority, United States
- Gujarat Mineral Development Corp Ltd - India
- Standard Chartered Bank - UAE
- Economic Council, Georgia
- Binh Thuan Hamico - Vietnam
- Sindya Power Generating Company Private Ltd
- Ind-Barath Power Infra Limited - India
- Kapuas Tunggal Persada - Indonesia
- Global Green Power PLC Corporation, Philippines
- SMC Global Power, Philippines
- Borneo Indobara - Indonesia
- Power Finance Corporation Ltd., India
- Bangladesh Power Developement Board
- VISA Power Limited - India
- Banpu Public Company Limited - Thailand
- Cigading International Bulk Terminal - Indonesia
- GMR Energy Limited - India
- Kaltim Prima Coal - Indonesia
- Coal and Oil Company - UAE
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Antam Resourcindo - Indonesia
- Vizag Seaport Private Limited - India
- Karaikal Port Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Sakthi Sugars Limited - India
- Indian Oil Corporation Limited
- Samtan Co., Ltd - South Korea
- Siam City Cement - Thailand
- Trasteel International SA, Italy
- Timah Investasi Mineral - Indoneisa
- Oldendorff Carriers - Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Coalindo Energy - Indonesia
- Semirara Mining Corp, Philippines
- Kumho Petrochemical, South Korea
- Minerals Council of Australia
- Kideco Jaya Agung - Indonesia
- Chamber of Mines of South Africa
- PowerSource Philippines DevCo
- Bhatia International Limited - India
- Thiess Contractors Indonesia
- Kartika Selabumi Mining - Indonesia
- Central Electricity Authority - India
- Indogreen Group - Indonesia
- Sojitz Corporation - Japan
- Therma Luzon, Inc, Philippines
- Larsen & Toubro Limited - India
- Orica Australia Pty. Ltd.
- The Treasury - Australian Government
- Tamil Nadu electricity Board
- Agrawal Coal Company - India
- Riau Bara Harum - Indonesia
- Latin American Coal - Colombia
- Bulk Trading Sa - Switzerland
- Tata Chemicals Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Ambuja Cements Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- IHS Mccloskey Coal Group - USA
- Barasentosa Lestari - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Electricity Authority, New Zealand
- Romanian Commodities Exchange
- CIMB Investment Bank - Malaysia
- IEA Clean Coal Centre - UK
- Lanco Infratech Ltd - India
- Indonesian Coal Mining Association
- Cement Manufacturers Association - India
- Siam City Cement PLC, Thailand
- Planning Commission, India
- New Zealand Coal & Carbon
- Jorong Barutama Greston.PT - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- LBH Netherlands Bv - Netherlands
- Ministry of Mines - Canada
- Mercuria Energy - Indonesia
- The State Trading Corporation of India Ltd
- Price Waterhouse Coopers - Russia
- Makarim & Taira - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Meralco Power Generation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- South Luzon Thermal Energy Corporation
- Manunggal Multi Energi - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Anglo American - United Kingdom
- Maheswari Brothers Coal Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Xindia Steels Limited - India
- ASAPP Information Group - India
- Essar Steel Hazira Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Deloitte Consulting - India
- SMG Consultants - Indonesia
- Directorate Of Revenue Intelligence - India
- Jaiprakash Power Ventures ltd
- Edison Trading Spa - Italy
- GVK Power & Infra Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Meenaskhi Energy Private Limited - India
- Grasim Industreis Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Orica Mining Services - Indonesia
- Uttam Galva Steels Limited - India
- Medco Energi Mining Internasional
- Parry Sugars Refinery, India
- Kepco SPC Power Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- Electricity Generating Authority of Thailand
- Mercator Lines Limited - India
- Videocon Industries ltd - India
- Energy Development Corp, Philippines
- Bhushan Steel Limited - India
- Indian Energy Exchange, India
- MS Steel International - UAE
- PTC India Limited - India
- CNBM International Corporation - China
- Port Waratah Coal Services - Australia
- Eastern Energy - Thailand
- India Bulls Power Limited - India
- Bukit Baiduri Energy - Indonesia
- Posco Energy - South Korea
- Bayan Resources Tbk. - Indonesia
- Aditya Birla Group - India
- PNOC Exploration Corporation - Philippines
- Sical Logistics Limited - India
- Thai Mozambique Logistica
- Dalmia Cement Bharat India
- Alfred C Toepfer International GmbH - Germany
- SN Aboitiz Power Inc, Philippines
- ICICI Bank Limited - India
- GAC Shipping (India) Pvt Ltd
- London Commodity Brokers - England
- Global Coal Blending Company Limited - Australia
- Bukit Makmur.PT - Indonesia
- Merrill Lynch Commodities Europe
- Maharashtra Electricity Regulatory Commission - India
- Singapore Mercantile Exchange
- Independent Power Producers Association of India
- Semirara Mining and Power Corporation, Philippines
- Mintek Dendrill Indonesia
- Toyota Tsusho Corporation, Japan
- Energy Link Ltd, New Zealand
- OPG Power Generation Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sinarmas Energy and Mining - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Ministry of Transport, Egypt
- Gujarat Electricity Regulatory Commission - India
- Global Business Power Corporation, Philippines
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