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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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Saturday, 16 October 21
COAL IS 'KING' AS GAS PRICES SOAR, TOTAL CEO SAYS - AND IT’S BACKFIRING ON CLEANER ENERGY GOALS - CNBC
Surging natural gas prices have led to a jump in coal use, with plants in Europe and Asia firing back up as temperatures decline and the world grap ...
Saturday, 16 October 21
VIETNAM'S COAL-FIRED POWER MAY DOUBLE BY 2030 UNDER DRAFT ENERGY PLAN - REUTERS
Vietnam may double the amount of coal-fired electric generation it installs by 2030 under a draft power development plan submitted to the prime min ...
Friday, 15 October 21
AUSTRALIA'S WHITEHAVEN EXPECTS TO BE DEBT-FREE NEXT YEAR AS COAL PRICES SOAR - REUTERS
Australia’s Whitehaven Coal WHC.AX said on Thursday it expects to be debt-free by early 2022, as thermal coal prices surge to record highs on ...
Friday, 15 October 21
WINTER CHILL KEEPS CHINA'S COAL PRICES HIGH, POWER CRUNCH STOKES INFLATION - REUTERS
China coal prices held near record highs on Thursday as cold weather swept into the country’s north and power plants stocked up on the fuel t ...
Friday, 15 October 21
GLOBAL STEEL DEMAND GROWTH DOWNGRADED FOR 2021 DUE TO CHINA - WORLD STEEL ASSOCIATION
The World Steel Association (worldsteel) today released an update of its Short Range Outlook (SRO) for 2021 and 2022. worldsteel forecasts that ste ...
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- Cigading International Bulk Terminal - Indonesia
- Binh Thuan Hamico - Vietnam
- Bukit Asam (Persero) Tbk - Indonesia
- Eastern Coal Council - USA
- Mercuria Energy - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Power Finance Corporation Ltd., India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Goldman Sachs - Singapore
- Sinarmas Energy and Mining - Indonesia
- Price Waterhouse Coopers - Russia
- Siam City Cement - Thailand
- Interocean Group of Companies - India
- Tamil Nadu electricity Board
- Maheswari Brothers Coal Limited - India
- Sree Jayajothi Cements Limited - India
- OPG Power Generation Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- Kapuas Tunggal Persada - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Neyveli Lignite Corporation Ltd, - India
- Bhushan Steel Limited - India
- Merrill Lynch Commodities Europe
- Makarim & Taira - Indonesia
- Kideco Jaya Agung - Indonesia
- McConnell Dowell - Australia
- PowerSource Philippines DevCo
- Sarangani Energy Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- Central Java Power - Indonesia
- Ministry of Transport, Egypt
- Attock Cement Pakistan Limited
- Wood Mackenzie - Singapore
- Electricity Generating Authority of Thailand
- Global Business Power Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Metalloyd Limited - United Kingdom
- Bank of Tokyo Mitsubishi UFJ Ltd
- India Bulls Power Limited - India
- Gujarat Electricity Regulatory Commission - India
- Coastal Gujarat Power Limited - India
- Independent Power Producers Association of India
- Rio Tinto Coal - Australia
- Larsen & Toubro Limited - India
- Central Electricity Authority - India
- Africa Commodities Group - South Africa
- TNB Fuel Sdn Bhd - Malaysia
- Indogreen Group - Indonesia
- Chamber of Mines of South Africa
- Port Waratah Coal Services - Australia
- Parry Sugars Refinery, India
- Oldendorff Carriers - Singapore
- Indian Oil Corporation Limited
- Australian Coal Association
- MS Steel International - UAE
- Grasim Industreis Ltd - India
- VISA Power Limited - India
- Marubeni Corporation - India
- Jorong Barutama Greston.PT - Indonesia
- CNBM International Corporation - China
- The Treasury - Australian Government
- Jindal Steel & Power Ltd - India
- Meenaskhi Energy Private Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Riau Bara Harum - Indonesia
- Ministry of Mines - Canada
- Jaiprakash Power Ventures ltd
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kaltim Prima Coal - Indonesia
- Malabar Cements Ltd - India
- Formosa Plastics Group - Taiwan
- Planning Commission, India
- Savvy Resources Ltd - HongKong
- Indo Tambangraya Megah - Indonesia
- Samtan Co., Ltd - South Korea
- Alfred C Toepfer International GmbH - Germany
- Bhatia International Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Edison Trading Spa - Italy
- Leighton Contractors Pty Ltd - Australia
- GAC Shipping (India) Pvt Ltd
- Kobexindo Tractors - Indoneisa
- Manunggal Multi Energi - Indonesia
- Thai Mozambique Logistica
- Parliament of New Zealand
- Iligan Light & Power Inc, Philippines
- Thiess Contractors Indonesia
- Trasteel International SA, Italy
- GN Power Mariveles Coal Plant, Philippines
- Commonwealth Bank - Australia
- Australian Commodity Traders Exchange
- Karaikal Port Pvt Ltd - India
- Energy Link Ltd, New Zealand
- Heidelberg Cement - Germany
- Miang Besar Coal Terminal - Indonesia
- Agrawal Coal Company - India
- London Commodity Brokers - England
- Renaissance Capital - South Africa
- Wilmar Investment Holdings
- Ceylon Electricity Board - Sri Lanka
- Mjunction Services Limited - India
- Ministry of Finance - Indonesia
- Global Green Power PLC Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- Krishnapatnam Port Company Ltd. - India
- Georgia Ports Authority, United States
- Timah Investasi Mineral - Indoneisa
- The State Trading Corporation of India Ltd
- Eastern Energy - Thailand
- Semirara Mining and Power Corporation, Philippines
- Banpu Public Company Limited - Thailand
- Ind-Barath Power Infra Limited - India
- White Energy Company Limited
- GVK Power & Infra Limited - India
- Ambuja Cements Ltd - India
- Sojitz Corporation - Japan
- Aditya Birla Group - India
- Electricity Authority, New Zealand
- Bahari Cakrawala Sebuku - Indonesia
- Coal and Oil Company - UAE
- Star Paper Mills Limited - India
- PTC India Limited - India
- Global Coal Blending Company Limited - Australia
- Uttam Galva Steels Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Orica Australia Pty. Ltd.
- Minerals Council of Australia
- Simpson Spence & Young - Indonesia
- Siam City Cement PLC, Thailand
- Economic Council, Georgia
- Cement Manufacturers Association - India
- Mintek Dendrill Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Indian Energy Exchange, India
- Essar Steel Hazira Ltd - India
- Latin American Coal - Colombia
- Madhucon Powers Ltd - India
- Bukit Makmur.PT - Indonesia
- Standard Chartered Bank - UAE
- Baramulti Group, Indonesia
- Sindya Power Generating Company Private Ltd
- Bharathi Cement Corporation - India
- Bulk Trading Sa - Switzerland
- SMG Consultants - Indonesia
- Rashtriya Ispat Nigam Limited - India
- TeaM Sual Corporation - Philippines
- Orica Mining Services - Indonesia
- Deloitte Consulting - India
- Mercator Lines Limited - India
- Salva Resources Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Coalindo Energy - Indonesia
- Chettinad Cement Corporation Ltd - India
- Singapore Mercantile Exchange
- Pendopo Energi Batubara - Indonesia
- International Coal Ventures Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Altura Mining Limited, Indonesia
- Lanco Infratech Ltd - India
- Sakthi Sugars Limited - India
- Borneo Indobara - Indonesia
- San Jose City I Power Corp, Philippines
- Antam Resourcindo - Indonesia
- Kartika Selabumi Mining - Indonesia
- Dalmia Cement Bharat India
- Sical Logistics Limited - India
- The University of Queensland
- Petron Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Meralco Power Generation, Philippines
- Romanian Commodities Exchange
- Asmin Koalindo Tuhup - Indonesia
- Carbofer General Trading SA - India
- Karbindo Abesyapradhi - Indoneisa
- LBH Netherlands Bv - Netherlands
- Videocon Industries ltd - India
- Medco Energi Mining Internasional
- IEA Clean Coal Centre - UK
- SN Aboitiz Power Inc, Philippines
- Indika Energy - Indonesia
- Kumho Petrochemical, South Korea
- ASAPP Information Group - India
- Indonesian Coal Mining Association
- Bhoruka Overseas - Indonesia
- Barasentosa Lestari - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Therma Luzon, Inc, Philippines
- Anglo American - United Kingdom
- Tata Chemicals Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Directorate Of Revenue Intelligence - India
- Straits Asia Resources Limited - Singapore
- SMC Global Power, Philippines
- AsiaOL BioFuels Corp., Philippines
- Posco Energy - South Korea
- Vedanta Resources Plc - India
- ICICI Bank Limited - India
- CIMB Investment Bank - Malaysia
- Intertek Mineral Services - Indonesia
- Vizag Seaport Private Limited - India
- Aboitiz Power Corporation - Philippines
- South Luzon Thermal Energy Corporation
- Semirara Mining Corp, Philippines
- Globalindo Alam Lestari - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Xindia Steels Limited - India
- European Bulk Services B.V. - Netherlands
- Energy Development Corp, Philippines
- GMR Energy Limited - India
- Kepco SPC Power Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Directorate General of MIneral and Coal - Indonesia
- New Zealand Coal & Carbon
- Bangladesh Power Developement Board
- Gujarat Sidhee Cement - India
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