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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, 26 November 21
CHINA FINDS COMPLIANCE PROBLEMS IN COAL PRICE INDEX PROBE - REUTERS
China’s state planner on Wednesday said it had discovered some “noncompliant” behaviour among coal price index providers as it an ...
Thursday, 25 November 21
SE ASIA POWER DEMAND TO RISE AS STATE SUPPORT MITIGATES COVID-19 IMPACT - FITCH RATINGS
Electricity demand in south-east Asia is likely to increase in 2021, following slow growth or contraction in 2020, thanks to state support that has ...
Thursday, 25 November 21
FITCH RATINGS INCREASES MOST GLOBAL METALS AND MINING PRICE ASSUMPTIONS - FITCH RATINGS
Fitch Ratings has increased most metals and mining price assumptions, particularly those that benefit from increased longer-term demand due to glob ...
Thursday, 25 November 21
CHINA'S COAL PRICE DROPS IN MID-NOVEMBER AMID GOVERNMENT’S SWEEPING MEASURES - GLOBAL TIMES
China’s coal prices have dropped significantly in mid-November compared with the beginning of the month, with the price of coking coal and co ...
Wednesday, 24 November 21
WHY THIS MINING ANALYST IS UPBEAT ON THE IRON ORE PRICE FORECAST - MOTLEY FOOL
In many ways, 2021 can be called the year of the iron ore price. Much of the talk of the ASX town this year has revolved around this key economic m ...
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- Bhoruka Overseas - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Indian Energy Exchange, India
- Leighton Contractors Pty Ltd - Australia
- PNOC Exploration Corporation - Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Trasteel International SA, Italy
- Straits Asia Resources Limited - Singapore
- Kohat Cement Company Ltd. - Pakistan
- Directorate Of Revenue Intelligence - India
- Economic Council, Georgia
- Marubeni Corporation - India
- Medco Energi Mining Internasional
- Sinarmas Energy and Mining - Indonesia
- GVK Power & Infra Limited - India
- Coal and Oil Company - UAE
- Kumho Petrochemical, South Korea
- Eastern Energy - Thailand
- Parliament of New Zealand
- Essar Steel Hazira Ltd - India
- Mercator Lines Limited - India
- Indonesian Coal Mining Association
- Romanian Commodities Exchange
- Australian Coal Association
- Interocean Group of Companies - India
- Siam City Cement - Thailand
- Bulk Trading Sa - Switzerland
- Port Waratah Coal Services - Australia
- Vizag Seaport Private Limited - India
- Global Business Power Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Bukit Baiduri Energy - Indonesia
- Energy Link Ltd, New Zealand
- New Zealand Coal & Carbon
- Directorate General of MIneral and Coal - Indonesia
- Deloitte Consulting - India
- Holcim Trading Pte Ltd - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Latin American Coal - Colombia
- Alfred C Toepfer International GmbH - Germany
- Carbofer General Trading SA - India
- Indo Tambangraya Megah - Indonesia
- TeaM Sual Corporation - Philippines
- SMG Consultants - Indonesia
- Sakthi Sugars Limited - India
- Binh Thuan Hamico - Vietnam
- Global Coal Blending Company Limited - Australia
- Aditya Birla Group - India
- Kideco Jaya Agung - Indonesia
- Globalindo Alam Lestari - Indonesia
- Posco Energy - South Korea
- Indian Oil Corporation Limited
- Savvy Resources Ltd - HongKong
- Australian Commodity Traders Exchange
- GAC Shipping (India) Pvt Ltd
- The State Trading Corporation of India Ltd
- Wilmar Investment Holdings
- Coalindo Energy - Indonesia
- Ministry of Transport, Egypt
- Minerals Council of Australia
- Jindal Steel & Power Ltd - India
- The University of Queensland
- Electricity Generating Authority of Thailand
- Karaikal Port Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Therma Luzon, Inc, Philippines
- IEA Clean Coal Centre - UK
- Gujarat Electricity Regulatory Commission - India
- Sojitz Corporation - Japan
- Siam City Cement PLC, Thailand
- Merrill Lynch Commodities Europe
- PTC India Limited - India
- Maheswari Brothers Coal Limited - India
- Mercuria Energy - Indonesia
- Electricity Authority, New Zealand
- Chamber of Mines of South Africa
- TNB Fuel Sdn Bhd - Malaysia
- Bahari Cakrawala Sebuku - Indonesia
- Attock Cement Pakistan Limited
- SN Aboitiz Power Inc, Philippines
- Uttam Galva Steels Limited - India
- Grasim Industreis Ltd - India
- India Bulls Power Limited - India
- Intertek Mineral Services - Indonesia
- MS Steel International - UAE
- Billiton Holdings Pty Ltd - Australia
- Bharathi Cement Corporation - India
- Madhucon Powers Ltd - India
- Energy Development Corp, Philippines
- McConnell Dowell - Australia
- Sree Jayajothi Cements Limited - India
- Barasentosa Lestari - Indonesia
- International Coal Ventures Pvt Ltd - India
- Bhushan Steel Limited - India
- Ceylon Electricity Board - Sri Lanka
- CNBM International Corporation - China
- Asmin Koalindo Tuhup - Indonesia
- Meenaskhi Energy Private Limited - India
- Eastern Coal Council - USA
- Pipit Mutiara Jaya. PT, Indonesia
- Rio Tinto Coal - Australia
- Xindia Steels Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Chettinad Cement Corporation Ltd - India
- Price Waterhouse Coopers - Russia
- GN Power Mariveles Coal Plant, Philippines
- Star Paper Mills Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- San Jose City I Power Corp, Philippines
- Bayan Resources Tbk. - Indonesia
- Indogreen Group - Indonesia
- Wood Mackenzie - Singapore
- AsiaOL BioFuels Corp., Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- PowerSource Philippines DevCo
- Kobexindo Tractors - Indoneisa
- Tata Chemicals Ltd - India
- CIMB Investment Bank - Malaysia
- IHS Mccloskey Coal Group - USA
- Videocon Industries ltd - India
- Sical Logistics Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Kalimantan Lumbung Energi - Indonesia
- Simpson Spence & Young - Indonesia
- Altura Mining Limited, Indonesia
- Singapore Mercantile Exchange
- Miang Besar Coal Terminal - Indonesia
- Ministry of Mines - Canada
- Karbindo Abesyapradhi - Indoneisa
- Meralco Power Generation, Philippines
- Riau Bara Harum - Indonesia
- Pendopo Energi Batubara - Indonesia
- Global Green Power PLC Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- White Energy Company Limited
- Goldman Sachs - Singapore
- Malabar Cements Ltd - India
- Thai Mozambique Logistica
- Commonwealth Bank - Australia
- Semirara Mining Corp, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- European Bulk Services B.V. - Netherlands
- Salva Resources Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Agrawal Coal Company - India
- Makarim & Taira - Indonesia
- Anglo American - United Kingdom
- Aboitiz Power Corporation - Philippines
- Antam Resourcindo - Indonesia
- LBH Netherlands Bv - Netherlands
- Sindya Power Generating Company Private Ltd
- Power Finance Corporation Ltd., India
- Vedanta Resources Plc - India
- Orica Australia Pty. Ltd.
- Thiess Contractors Indonesia
- Mintek Dendrill Indonesia
- Oldendorff Carriers - Singapore
- Orica Mining Services - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Jaiprakash Power Ventures ltd
- Semirara Mining and Power Corporation, Philippines
- ASAPP Information Group - India
- Jorong Barutama Greston.PT - Indonesia
- Indika Energy - Indonesia
- VISA Power Limited - India
- Bukit Makmur.PT - Indonesia
- The Treasury - Australian Government
- Kepco SPC Power Corporation, Philippines
- Tamil Nadu electricity Board
- Coastal Gujarat Power Limited - India
- Krishnapatnam Port Company Ltd. - India
- OPG Power Generation Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Iligan Light & Power Inc, Philippines
- Heidelberg Cement - Germany
- Ind-Barath Power Infra Limited - India
- Planning Commission, India
- Independent Power Producers Association of India
- Cigading International Bulk Terminal - Indonesia
- Bhatia International Limited - India
- Cement Manufacturers Association - India
- Central Java Power - Indonesia
- Dalmia Cement Bharat India
- Formosa Plastics Group - Taiwan
- Central Electricity Authority - India
- Georgia Ports Authority, United States
- Baramulti Group, Indonesia
- Larsen & Toubro Limited - India
- GMR Energy Limited - India
- Lanco Infratech Ltd - India
- Banpu Public Company Limited - Thailand
- Standard Chartered Bank - UAE
- Africa Commodities Group - South Africa
- Bangladesh Power Developement Board
- Metalloyd Limited - United Kingdom
- South Luzon Thermal Energy Corporation
- Renaissance Capital - South Africa
- Timah Investasi Mineral - Indoneisa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Manunggal Multi Energi - Indonesia
- Borneo Indobara - Indonesia
- Ambuja Cements Ltd - India
- SMC Global Power, Philippines
- London Commodity Brokers - England
- Ministry of Finance - Indonesia
- Mjunction Services Limited - India
- Kapuas Tunggal Persada - Indonesia
- Samtan Co., Ltd - South Korea
- Maharashtra Electricity Regulatory Commission - India
- Gujarat Sidhee Cement - India
- Edison Trading Spa - Italy
- PetroVietnam Power Coal Import and Supply Company
- Toyota Tsusho Corporation, Japan
- Parry Sugars Refinery, India
- Petron Corporation, Philippines
- ICICI Bank Limited - India
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