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