We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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.
The Information contained within the website of COALspot.com is intended for informational purposes only and is not intended as professional counsel and should not be used as such.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Tuesday, 07 December 21
COAL FIRMS SEE SHARE PRICES SURGE MONDAY, AFTER GOVERNMENT READJUSTS CONTRACT PRICES - GLOBAL TIMES
Share prices of China’s coal enterprises jumped on Monday on the A-share market following a nationwide adjustment to annual thermal coal pric ...
Monday, 06 December 21
CHINA SETS 2022 ANNUAL THERMAL COAL PRICES AT 700 YUAN/T - MEDIA: REUTERS
China’s top economic planner has proposed to set annual thermal coal prices for 2022 at between 550 yuan and 850 yuan ($86-$133) per tonne, a ...
Thursday, 02 December 21
BUMI RECORDED US$ 666.18 MILLION AS REVENUE IN THE 3RD QUARTER, UP 13.31% YOY
PT Bumi Resources Tbk and its subsidiaries have recorded a surge in revenue in the third quarter of 2021. BUMI has recorded US$ 666.18 million as r ...
Thursday, 02 December 21
CHINA'S COAL CRUNCH IS OVER, BUT PRICES ARE STILL TOO HIGH - REUTERS
China’s coal crisis has largely been resolved with gains in both production and stockpiles sufficient to ensure power supplies over winter.
...
Wednesday, 01 December 21
2022 OUTLOOK: INDONESIAN COAL MINING - FITCH RATINGS
Fitch Ratings has a neutral outlook on the Indonesian coal sector for 2022.
Earnings generation should slow down as selling pr ...
|
|
|
Showing 391 to 395 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- The University of Queensland
- Meralco Power Generation, Philippines
- European Bulk Services B.V. - Netherlands
- Ind-Barath Power Infra Limited - India
- Bukit Makmur.PT - Indonesia
- Borneo Indobara - Indonesia
- Makarim & Taira - Indonesia
- Alfred C Toepfer International GmbH - Germany
- IEA Clean Coal Centre - UK
- IHS Mccloskey Coal Group - USA
- Essar Steel Hazira Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- Directorate General of MIneral and Coal - Indonesia
- Siam City Cement PLC, Thailand
- Barasentosa Lestari - Indonesia
- Semirara Mining Corp, Philippines
- South Luzon Thermal Energy Corporation
- Agrawal Coal Company - India
- Savvy Resources Ltd - HongKong
- Vizag Seaport Private Limited - India
- Videocon Industries ltd - India
- Samtan Co., Ltd - South Korea
- Thiess Contractors Indonesia
- Wilmar Investment Holdings
- SMC Global Power, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Xindia Steels Limited - India
- Mercator Lines Limited - India
- Central Electricity Authority - India
- Kepco SPC Power Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Bayan Resources Tbk. - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Petron Corporation, Philippines
- New Zealand Coal & Carbon
- McConnell Dowell - Australia
- Meenaskhi Energy Private Limited - India
- Mercuria Energy - Indonesia
- TeaM Sual Corporation - Philippines
- Aboitiz Power Corporation - Philippines
- Medco Energi Mining Internasional
- Romanian Commodities Exchange
- GVK Power & Infra Limited - India
- Salva Resources Pvt Ltd - India
- Mintek Dendrill Indonesia
- Indian Energy Exchange, India
- Bahari Cakrawala Sebuku - Indonesia
- Lanco Infratech Ltd - India
- Coal and Oil Company - UAE
- Orica Mining Services - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Cement Manufacturers Association - India
- Global Coal Blending Company Limited - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Marubeni Corporation - India
- Rashtriya Ispat Nigam Limited - India
- Electricity Authority, New Zealand
- MS Steel International - UAE
- Gujarat Sidhee Cement - India
- Heidelberg Cement - Germany
- Simpson Spence & Young - Indonesia
- Formosa Plastics Group - Taiwan
- Bulk Trading Sa - Switzerland
- Pipit Mutiara Jaya. PT, Indonesia
- Vedanta Resources Plc - India
- Energy Development Corp, Philippines
- Indo Tambangraya Megah - Indonesia
- SN Aboitiz Power Inc, Philippines
- The State Trading Corporation of India Ltd
- Tata Chemicals Ltd - India
- Anglo American - United Kingdom
- Singapore Mercantile Exchange
- Antam Resourcindo - Indonesia
- The Treasury - Australian Government
- Independent Power Producers Association of India
- Attock Cement Pakistan Limited
- Vijayanagar Sugar Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- Kumho Petrochemical, South Korea
- Ministry of Finance - Indonesia
- Malabar Cements Ltd - India
- Eastern Coal Council - USA
- Iligan Light & Power Inc, Philippines
- PTC India Limited - India
- Posco Energy - South Korea
- Ceylon Electricity Board - Sri Lanka
- GN Power Mariveles Coal Plant, Philippines
- Thai Mozambique Logistica
- Global Business Power Corporation, Philippines
- Larsen & Toubro Limited - India
- Parry Sugars Refinery, India
- Price Waterhouse Coopers - Russia
- White Energy Company Limited
- Australian Commodity Traders Exchange
- Madhucon Powers Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Riau Bara Harum - Indonesia
- Chamber of Mines of South Africa
- Toyota Tsusho Corporation, Japan
- Latin American Coal - Colombia
- Merrill Lynch Commodities Europe
- Parliament of New Zealand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Central Java Power - Indonesia
- London Commodity Brokers - England
- Bhushan Steel Limited - India
- AsiaOL BioFuels Corp., Philippines
- Baramulti Group, Indonesia
- Bharathi Cement Corporation - India
- Global Green Power PLC Corporation, Philippines
- ICICI Bank Limited - India
- Renaissance Capital - South Africa
- Energy Link Ltd, New Zealand
- Indian Oil Corporation Limited
- Kapuas Tunggal Persada - Indonesia
- Siam City Cement - Thailand
- San Jose City I Power Corp, Philippines
- Bangladesh Power Developement Board
- Maheswari Brothers Coal Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Carbofer General Trading SA - India
- Sical Logistics Limited - India
- OPG Power Generation Pvt Ltd - India
- Sojitz Corporation - Japan
- Ministry of Transport, Egypt
- LBH Netherlands Bv - Netherlands
- Indogreen Group - Indonesia
- ASAPP Information Group - India
- International Coal Ventures Pvt Ltd - India
- Ministry of Mines - Canada
- Electricity Generating Authority of Thailand
- Port Waratah Coal Services - Australia
- Eastern Energy - Thailand
- CIMB Investment Bank - Malaysia
- Directorate Of Revenue Intelligence - India
- Holcim Trading Pte Ltd - Singapore
- Planning Commission, India
- Dalmia Cement Bharat India
- Timah Investasi Mineral - Indoneisa
- Kohat Cement Company Ltd. - Pakistan
- Leighton Contractors Pty Ltd - Australia
- Karbindo Abesyapradhi - Indoneisa
- Orica Australia Pty. Ltd.
- Coalindo Energy - Indonesia
- Jaiprakash Power Ventures ltd
- Australian Coal Association
- Grasim Industreis Ltd - India
- Straits Asia Resources Limited - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- SMG Consultants - Indonesia
- VISA Power Limited - India
- Minerals Council of Australia
- Georgia Ports Authority, United States
- Manunggal Multi Energi - Indonesia
- GMR Energy Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Semirara Mining and Power Corporation, Philippines
- Coastal Gujarat Power Limited - India
- Interocean Group of Companies - India
- GAC Shipping (India) Pvt Ltd
- Mjunction Services Limited - India
- Sindya Power Generating Company Private Ltd
- Banpu Public Company Limited - Thailand
- Kartika Selabumi Mining - Indonesia
- Intertek Mineral Services - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Binh Thuan Hamico - Vietnam
- Tamil Nadu electricity Board
- Oldendorff Carriers - Singapore
- Kalimantan Lumbung Energi - Indonesia
- Rio Tinto Coal - Australia
- Kobexindo Tractors - Indoneisa
- Economic Council, Georgia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Aditya Birla Group - India
- Globalindo Alam Lestari - Indonesia
- Uttam Galva Steels Limited - India
- Ambuja Cements Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Wood Mackenzie - Singapore
- Therma Luzon, Inc, Philippines
- Kideco Jaya Agung - Indonesia
- Bhoruka Overseas - Indonesia
- Power Finance Corporation Ltd., India
- Goldman Sachs - Singapore
- CNBM International Corporation - China
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bukit Asam (Persero) Tbk - Indonesia
- Karaikal Port Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Indika Energy - Indonesia
- Krishnapatnam Port Company Ltd. - India
- TNB Fuel Sdn Bhd - Malaysia
- Bhatia International Limited - India
- Star Paper Mills Limited - India
- PNOC Exploration Corporation - Philippines
- Africa Commodities Group - South Africa
- PowerSource Philippines DevCo
- Deloitte Consulting - India
- Metalloyd Limited - United Kingdom
- Altura Mining Limited, Indonesia
- Edison Trading Spa - Italy
- Standard Chartered Bank - UAE
- Miang Besar Coal Terminal - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Commonwealth Bank - Australia
- Trasteel International SA, Italy
- Indonesian Coal Mining Association
- Pendopo Energi Batubara - Indonesia
- Sakthi Sugars Limited - India
- Jindal Steel & Power Ltd - India
- Sarangani Energy Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Bukit Baiduri Energy - Indonesia
- India Bulls Power Limited - India
|
| |
| |
|
