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Thursday, 29 September 22
MARKET INSIGHT - INTERMODAL
 This week, focus turns to the 38th APPEC Conference, where leading professionals from the global oil industry will discuss the future key drivers of the oil market. Crude and product flows remain in the spotlight, with Vitol's global head of research highlighting in his speech that ahead of the sanctions' full effect, 2m b/d of crude oil and 1m b/d of oil products will have to be rerouted. Below are listed the key market indicators of crude and product flows during September so far.
In the crude sector, flows from the US to Europe are set to hit a near 3-year high in September, while crude inventories in ARA region are now surpassing 95% of the region's storage. A total of 48 tankers are expected to deliver at least 42.4m barrels in September, with tally likely to be revised at the end of the month. China's crude imports rebound in August to reach 8.34m tons from 7.15m tons in July, facing tailwinds from refiners restocking activities ahead of the peak autumn season. Russia's crude flows during the 1H of September have fallen sharply due to a drop in ESPO shipments following Hinnamnor typhoon, paired with a drop in shipments from Baltic. Europe's current imports of Russian oil currently stand below 300,000 b/d, 75% lower than pre-invasion levels. In the meantime, flows to three major importers, China, India, and Turkey have stalled since mid-August, standing at 460,000 b/d. Overall, Russian oil shipments are almost 50% lower since March and are estimated to come under more pressure following the sanctions' full effect.
In the product sector, European imports from the Middle East are set to hit a 3-year high in September, amid the bloc's effort to restock ahead of the winter season. European countries are diversifying their energy suppliers and turn to rival suppliers from the Middle East to substitute their seaborne Russian fuel imports. A total of 2.99m tons of middle distillates are set to arrive in Europe from MEG during September. Middle Eastern diesel/gasoil imports will soar to 31% of the bloc's total imports, during the month of September, versus avg.19% during the previous 12 months. Meanwhile, diesel/gasoil inventories in ARA region have plunged to a 14-year low. European oil products exports to the US are set to fall in September, on the back of lower gasoline exports. A total of 1.77m tons are estimated to reach US East Coast versus 2.59m tons in August. China is set to allow its oil refiners to export more fuel, in an effort to boost the country's economy. The increase in export quota refers to an extra 15m tons of refined products, including gasoline and diesel, which will increase this year's total exports to 39m tons, compared to 38.6m tons a year ago.
While tanker rates have been soaring during the past months, generating high profits for the owners, sentiment in the tanker market remains extremely bullish. China will need to source extra crude in the coming months and the US could be a perfect supplier under a widening WTI-Dubai spread. VLCC tonne-miles are expected to increase, while product tankers' earnings will be supported by increased Chinese product exports under the quota. Meanwhile, a peak of weather disruptions amid the ongoing US hurricane season could lead to vessel delays in the Atlantic basket and refinery outages on the US East Coast, providing further support to the product tanker market.
By Chara Georgousi
Research Analyst
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, 04 October 22
INDONESIAN COAL PRICE REFERENCE SURGE AGAIN TO RECORD HIGH
COALspot.com: Indonesian Coal Price Reference reached another record high in October as Russia's war in Ukraine continues to spark a surge in c ...
Sunday, 02 October 22
MISC STRENGTHENS ITS PARTNERSHIP WITH SEARIVER MARITIME
MISC Berhad (MISC) today announced that its subsidiaries Polaris LNG Three Pte. Ltd. and Polaris LNG Four Pte. Ltd. have secured long-term time cha ...
Thursday, 29 September 22
HIGH COAL PRICES REMAIN A CONCERN FOR DOMESTIC NON-FERROUS METAL COMPANIES - ICRA
According to ICRA on Monday, the high price of coal will have a negative effect on the profitability of domestic non-ferrous metal companies that m ...
Tuesday, 27 September 22
14% INCREASE IN EUROPEAN COAL DEMAND TO BE SHORT-TERM TREND - WOOD MACKENZIE
European seaborne thermal coal demand is projected to increase 14% or 12 million metric tonnes (Mt) this year to 98 Mt as it grapples with the curr ...
Friday, 23 September 22
CHINA DIGS DEEP TO RAISE COAL OUTPUT TO RECORD HIGH - REUTERS
China’s coal production has surged this year as the government seeks to improve energy security by reducing dependence on imports and amassin ...
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- Anglo American - United Kingdom
- Timah Investasi Mineral - Indoneisa
- CIMB Investment Bank - Malaysia
- Parliament of New Zealand
- Miang Besar Coal Terminal - Indonesia
- Oldendorff Carriers - Singapore
- Holcim Trading Pte Ltd - Singapore
- Tamil Nadu electricity Board
- Bhushan Steel Limited - India
- Kumho Petrochemical, South Korea
- International Coal Ventures Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- GVK Power & Infra Limited - India
- SN Aboitiz Power Inc, Philippines
- Maheswari Brothers Coal Limited - India
- Xindia Steels Limited - India
- Commonwealth Bank - Australia
- Interocean Group of Companies - India
- Leighton Contractors Pty Ltd - Australia
- Siam City Cement - Thailand
- South Luzon Thermal Energy Corporation
- Essar Steel Hazira Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Merrill Lynch Commodities Europe
- Orica Australia Pty. Ltd.
- Petron Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Singapore Mercantile Exchange
- Aditya Birla Group - India
- Tata Chemicals Ltd - India
- Electricity Generating Authority of Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Thai Mozambique Logistica
- Bahari Cakrawala Sebuku - Indonesia
- Sinarmas Energy and Mining - Indonesia
- GAC Shipping (India) Pvt Ltd
- CNBM International Corporation - China
- Savvy Resources Ltd - HongKong
- Ceylon Electricity Board - Sri Lanka
- Port Waratah Coal Services - Australia
- Baramulti Group, Indonesia
- New Zealand Coal & Carbon
- Manunggal Multi Energi - Indonesia
- Star Paper Mills Limited - India
- Australian Commodity Traders Exchange
- Mjunction Services Limited - India
- Kartika Selabumi Mining - Indonesia
- TeaM Sual Corporation - Philippines
- GMR Energy Limited - India
- Toyota Tsusho Corporation, Japan
- Kapuas Tunggal Persada - Indonesia
- Heidelberg Cement - Germany
- Planning Commission, India
- Electricity Authority, New Zealand
- Kohat Cement Company Ltd. - Pakistan
- Banpu Public Company Limited - Thailand
- London Commodity Brokers - England
- San Jose City I Power Corp, Philippines
- Malabar Cements Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GN Power Mariveles Coal Plant, Philippines
- Indonesian Coal Mining Association
- Riau Bara Harum - Indonesia
- Salva Resources Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Straits Asia Resources Limited - Singapore
- The University of Queensland
- Antam Resourcindo - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Karaikal Port Pvt Ltd - India
- Edison Trading Spa - Italy
- PowerSource Philippines DevCo
- Aboitiz Power Corporation - Philippines
- India Bulls Power Limited - India
- Semirara Mining and Power Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- Jaiprakash Power Ventures ltd
- Minerals Council of Australia
- Global Coal Blending Company Limited - Australia
- Rio Tinto Coal - Australia
- Coastal Gujarat Power Limited - India
- Sakthi Sugars Limited - India
- Renaissance Capital - South Africa
- Vedanta Resources Plc - India
- Mercator Lines Limited - India
- IEA Clean Coal Centre - UK
- Meralco Power Generation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Rashtriya Ispat Nigam Limited - India
- Ambuja Cements Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Georgia Ports Authority, United States
- Uttam Galva Steels Limited - India
- Eastern Coal Council - USA
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Vijayanagar Sugar Pvt Ltd - India
- Wood Mackenzie - Singapore
- Indian Oil Corporation Limited
- Orica Mining Services - Indonesia
- OPG Power Generation Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Bhatia International Limited - India
- Chamber of Mines of South Africa
- Chettinad Cement Corporation Ltd - India
- Agrawal Coal Company - India
- Gujarat Electricity Regulatory Commission - India
- Cigading International Bulk Terminal - Indonesia
- Wilmar Investment Holdings
- ICICI Bank Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Makarim & Taira - Indonesia
- McConnell Dowell - Australia
- Eastern Energy - Thailand
- Simpson Spence & Young - Indonesia
- Parry Sugars Refinery, India
- Indogreen Group - Indonesia
- Latin American Coal - Colombia
- European Bulk Services B.V. - Netherlands
- Central Java Power - Indonesia
- Dalmia Cement Bharat India
- Carbofer General Trading SA - India
- Power Finance Corporation Ltd., India
- Metalloyd Limited - United Kingdom
- Lanco Infratech Ltd - India
- Videocon Industries ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Kobexindo Tractors - Indoneisa
- Coalindo Energy - Indonesia
- Marubeni Corporation - India
- Ind-Barath Power Infra Limited - India
- Deloitte Consulting - India
- Attock Cement Pakistan Limited
- Ministry of Transport, Egypt
- Asmin Koalindo Tuhup - Indonesia
- Independent Power Producers Association of India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Borneo Indobara - Indonesia
- ASAPP Information Group - India
- Medco Energi Mining Internasional
- Posco Energy - South Korea
- Price Waterhouse Coopers - Russia
- SMG Consultants - Indonesia
- Semirara Mining Corp, Philippines
- PTC India Limited - India
- Grasim Industreis Ltd - India
- Kideco Jaya Agung - Indonesia
- Barasentosa Lestari - Indonesia
- Ministry of Finance - Indonesia
- Kepco SPC Power Corporation, Philippines
- Thiess Contractors Indonesia
- VISA Power Limited - India
- Ministry of Mines - Canada
- Jindal Steel & Power Ltd - India
- Bukit Makmur.PT - Indonesia
- Energy Development Corp, Philippines
- Larsen & Toubro Limited - India
- Siam City Cement PLC, Thailand
- Indian Energy Exchange, India
- Australian Coal Association
- Global Green Power PLC Corporation, Philippines
- MS Steel International - UAE
- PNOC Exploration Corporation - Philippines
- Sojitz Corporation - Japan
- Bulk Trading Sa - Switzerland
- Formosa Plastics Group - Taiwan
- Maharashtra Electricity Regulatory Commission - India
- Bharathi Cement Corporation - India
- Bayan Resources Tbk. - Indonesia
- Iligan Light & Power Inc, Philippines
- Gujarat Sidhee Cement - India
- Romanian Commodities Exchange
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Samtan Co., Ltd - South Korea
- Sree Jayajothi Cements Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Mercuria Energy - Indonesia
- Goldman Sachs - Singapore
- The Treasury - Australian Government
- Indika Energy - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Altura Mining Limited, Indonesia
- Globalindo Alam Lestari - Indonesia
- The State Trading Corporation of India Ltd
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bhoruka Overseas - Indonesia
- Therma Luzon, Inc, Philippines
- Intertek Mineral Services - Indonesia
- IHS Mccloskey Coal Group - USA
- Indo Tambangraya Megah - Indonesia
- SMC Global Power, Philippines
- Binh Thuan Hamico - Vietnam
- Standard Chartered Bank - UAE
- TNB Fuel Sdn Bhd - Malaysia
- White Energy Company Limited
- Madhucon Powers Ltd - India
- Global Business Power Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Central Electricity Authority - India
- Economic Council, Georgia
- Kaltim Prima Coal - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Trasteel International SA, Italy
- Cement Manufacturers Association - India
- Sical Logistics Limited - India
- Bangladesh Power Developement Board
- Coal and Oil Company - UAE
- Mintek Dendrill Indonesia
- Vizag Seaport Private Limited - India
- Africa Commodities Group - South Africa
- Gujarat Mineral Development Corp Ltd - India
- Energy Link Ltd, New Zealand
- Sindya Power Generating Company Private Ltd
- Directorate Of Revenue Intelligence - India
- Meenaskhi Energy Private Limited - India
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