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Tuesday, 17 January 23
MARKET INSIGHT - INTERMODAL
 Rumor has it that the New Year has come, to set the pace in, for Russia to continue hostilities against Ukraine. Ten months on the go, into Russia’s latest invasion, the outcome of the war appears to be unclear. The Russian military seems incapable of taking either Kyiv or occupying major territories of the country. Ukrainian forces have gained success and could well continue to make progress in regaining field. The war also could settle into a more protract conflict, with neither side capable of making a decisive breakthrough in the near future.
In the past June, European Union decided to ban both seaborne imports of Russian oil and the provision of specific services derived from Russian oil shipments, in particular insurance and reinsurance industries which EU companies do dominate. The US authorities, which had already banned direct imports of Russian oil, shudder at the ban which would cause oil prices to spike by plunging most Russian exports.
Accordingly, States of great sovereignty, strived towards the tool of capping the price of Russian oil, aimed at pinching Russia’s reserves whilst avoiding a spike in oil prices. However, the mechanism’s high price ceiling and its inability to compel Russia’s affairs with Asia-top tier- customers, undermine its ability to deprive Moscow of substantial revenue and aggravate both political and economic issues against Ukraine.
When the West announced on December 2nd, that they had agreed on a $60 price cap on Russian oil exports, they proclaim it as a valiant achievement in energy stability. But one who thinks this would be a significant tap into Russian oil revenues—and the administration’s ability to fuel its war by bringing to heel Ukraine—was likely to be disappointed. The price cap agreed on by the European Union and quickly endorsed by the United States, G7, and Australia was not bold enough to significantly have an effect on Russian revenues or hamper the conduct of the war. After all, Russian oil has sold at prices in the $60 range for the last several years. Moreover, since Russia’s February invasion of Ukraine, global trades have already limited their offtake of Russian crude to some extent. When countries such as India and China snapped up the surplus, they negotiated steep discounts while the discount for Urals crude, the main Russian benchmark—nearly $40 per barrel compared with Brent oil in the early months of the war—slowly dropped into the low $20 per barrel range, allowing Moscow to continue thriving.
If the price cap starts to influence Russia, it could create political space for further actions by throbbing Russian energy revenues. This cap should not be considered as an off energy policy tool- if Russia continues to wage its war, hence same should be seen instead as an interim measure until the next set of energy restrictions are to be imposed, including a lower price cap level.
By Alexandros Christakoudis
Tanker Chartering
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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Thursday, 25 January 24
THE RED SEA ESCALATION IMPLICATIONS ON GLOBAL SEABORNE TRADE - MARIA BERTZELETOU
In recent days, discussions have intensified about the potential impact on the seaborne trade and ton-miles due to the evolving dynamics of market ...
Thursday, 25 January 24
RED SEA SHIPPING DISRUPTIONS KEEP GEOPOLITICAL PREMIUM FOR COMMODITIES - FITCH RATINGS
Shipping disruptions and re-routing away from the Red Sea will maintain the geopolitical premium in the main commodity markets, including for oil a ...
Friday, 19 January 24
INDONESIA TARGETS 710 MLN METRIC TONS COAL OUTPUT IN 2024 AFTER RECORD 2023 - REUTERS
Indonesia, a major thermal coal exporter, aims to produce 710 million metric tons of coal in 2024, its mining minister said on Monday, after postin ...
Friday, 19 January 24
DRUMMOND COLOMBIA COAL OUTPUT ROSE 7.1% IN 2023 - REUTERS
Coal production from miner Drummond’s Colombia operations rose 7.1% in 2023 to 29.5 million metric tons, while exports declined by 2.6% to 27 ...
Friday, 19 January 24
CHINA'S 2023 COAL OUTPUT HITS RECORD HIGH - REUTERS
China’s coal output reached a record high in 2023, data from the statistics bureau showed on Wednesday, amid an ongoing focus on energy secur ...
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- Miang Besar Coal Terminal - Indonesia
- Australian Coal Association
- Singapore Mercantile Exchange
- Kohat Cement Company Ltd. - Pakistan
- Antam Resourcindo - Indonesia
- Bukit Baiduri Energy - Indonesia
- Deloitte Consulting - India
- Ministry of Mines - Canada
- Lanco Infratech Ltd - India
- European Bulk Services B.V. - Netherlands
- Orica Australia Pty. Ltd.
- Simpson Spence & Young - Indonesia
- Kideco Jaya Agung - Indonesia
- Kobexindo Tractors - Indoneisa
- Directorate Of Revenue Intelligence - India
- India Bulls Power Limited - India
- Mintek Dendrill Indonesia
- Grasim Industreis Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Cement Manufacturers Association - India
- Petron Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- Commonwealth Bank - Australia
- Intertek Mineral Services - Indonesia
- Thiess Contractors Indonesia
- Kumho Petrochemical, South Korea
- Parry Sugars Refinery, India
- The University of Queensland
- Kalimantan Lumbung Energi - Indonesia
- Tamil Nadu electricity Board
- Sical Logistics Limited - India
- Indonesian Coal Mining Association
- Gujarat Mineral Development Corp Ltd - India
- Timah Investasi Mineral - Indoneisa
- Mjunction Services Limited - India
- The State Trading Corporation of India Ltd
- Wood Mackenzie - Singapore
- Ambuja Cements Ltd - India
- Thai Mozambique Logistica
- Samtan Co., Ltd - South Korea
- Bayan Resources Tbk. - Indonesia
- Therma Luzon, Inc, Philippines
- Posco Energy - South Korea
- Romanian Commodities Exchange
- Directorate General of MIneral and Coal - Indonesia
- Price Waterhouse Coopers - Russia
- Electricity Generating Authority of Thailand
- Agrawal Coal Company - India
- PNOC Exploration Corporation - Philippines
- Aditya Birla Group - India
- Kapuas Tunggal Persada - Indonesia
- Parliament of New Zealand
- Energy Link Ltd, New Zealand
- MS Steel International - UAE
- Aboitiz Power Corporation - Philippines
- Coastal Gujarat Power Limited - India
- Indogreen Group - Indonesia
- Carbofer General Trading SA - India
- Merrill Lynch Commodities Europe
- Dalmia Cement Bharat India
- Toyota Tsusho Corporation, Japan
- IEA Clean Coal Centre - UK
- Pendopo Energi Batubara - Indonesia
- Kepco SPC Power Corporation, Philippines
- Metalloyd Limited - United Kingdom
- Semirara Mining Corp, Philippines
- Jindal Steel & Power Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Indian Energy Exchange, India
- Karaikal Port Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Bharathi Cement Corporation - India
- Gujarat Electricity Regulatory Commission - India
- Trasteel International SA, Italy
- Maheswari Brothers Coal Limited - India
- The Treasury - Australian Government
- IHS Mccloskey Coal Group - USA
- Makarim & Taira - Indonesia
- Anglo American - United Kingdom
- Eastern Coal Council - USA
- Bank of Tokyo Mitsubishi UFJ Ltd
- Iligan Light & Power Inc, Philippines
- Australian Commodity Traders Exchange
- Globalindo Alam Lestari - Indonesia
- GAC Shipping (India) Pvt Ltd
- Interocean Group of Companies - India
- Central Java Power - Indonesia
- Banpu Public Company Limited - Thailand
- Siam City Cement PLC, Thailand
- LBH Netherlands Bv - Netherlands
- Vizag Seaport Private Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- OPG Power Generation Pvt Ltd - India
- Goldman Sachs - Singapore
- Uttam Galva Steels Limited - India
- PowerSource Philippines DevCo
- White Energy Company Limited
- Holcim Trading Pte Ltd - Singapore
- Chettinad Cement Corporation Ltd - India
- Indika Energy - Indonesia
- Videocon Industries ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- GMR Energy Limited - India
- Alfred C Toepfer International GmbH - Germany
- Rio Tinto Coal - Australia
- London Commodity Brokers - England
- Sindya Power Generating Company Private Ltd
- Borneo Indobara - Indonesia
- Power Finance Corporation Ltd., India
- Bhoruka Overseas - Indonesia
- Energy Development Corp, Philippines
- International Coal Ventures Pvt Ltd - India
- Bangladesh Power Developement Board
- Chamber of Mines of South Africa
- Global Coal Blending Company Limited - Australia
- Petrochimia International Co. Ltd.- Taiwan
- GVK Power & Infra Limited - India
- VISA Power Limited - India
- Savvy Resources Ltd - HongKong
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Central Electricity Authority - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Gujarat Sidhee Cement - India
- Cigading International Bulk Terminal - Indonesia
- Attock Cement Pakistan Limited
- Bhushan Steel Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Marubeni Corporation - India
- Standard Chartered Bank - UAE
- CIMB Investment Bank - Malaysia
- Sinarmas Energy and Mining - Indonesia
- New Zealand Coal & Carbon
- Ceylon Electricity Board - Sri Lanka
- Billiton Holdings Pty Ltd - Australia
- Binh Thuan Hamico - Vietnam
- Barasentosa Lestari - Indonesia
- Madhucon Powers Ltd - India
- Global Business Power Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- Sakthi Sugars Limited - India
- Bhatia International Limited - India
- Global Green Power PLC Corporation, Philippines
- Larsen & Toubro Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Manunggal Multi Energi - Indonesia
- Oldendorff Carriers - Singapore
- Ministry of Finance - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Edison Trading Spa - Italy
- Krishnapatnam Port Company Ltd. - India
- CNBM International Corporation - China
- Star Paper Mills Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Sree Jayajothi Cements Limited - India
- Heidelberg Cement - Germany
- SN Aboitiz Power Inc, Philippines
- Electricity Authority, New Zealand
- Bukit Asam (Persero) Tbk - Indonesia
- Mercuria Energy - Indonesia
- Malabar Cements Ltd - India
- Ministry of Transport, Egypt
- Coal and Oil Company - UAE
- Port Waratah Coal Services - Australia
- Sarangani Energy Corporation, Philippines
- PTC India Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Kartika Selabumi Mining - Indonesia
- South Luzon Thermal Energy Corporation
- SMG Consultants - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sojitz Corporation - Japan
- Georgia Ports Authority, United States
- Orica Mining Services - Indonesia
- Tata Chemicals Ltd - India
- Salva Resources Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Formosa Plastics Group - Taiwan
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Coalindo Energy - Indonesia
- Riau Bara Harum - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Medco Energi Mining Internasional
- Indo Tambangraya Megah - Indonesia
- Xindia Steels Limited - India
- Mercator Lines Limited - India
- Bulk Trading Sa - Switzerland
- Straits Asia Resources Limited - Singapore
- Meenaskhi Energy Private Limited - India
- Latin American Coal - Colombia
- Asmin Koalindo Tuhup - Indonesia
- Essar Steel Hazira Ltd - India
- Indian Oil Corporation Limited
- Wilmar Investment Holdings
- Independent Power Producers Association of India
- AsiaOL BioFuels Corp., Philippines
- Renaissance Capital - South Africa
- Minerals Council of Australia
- Meralco Power Generation, Philippines
- TeaM Sual Corporation - Philippines
- Kaltim Prima Coal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Siam City Cement - Thailand
- Economic Council, Georgia
- Leighton Contractors Pty Ltd - Australia
- Altura Mining Limited, Indonesia
- Baramulti Group, Indonesia
- McConnell Dowell - Australia
- Jaiprakash Power Ventures ltd
- Eastern Energy - Thailand
- ICICI Bank Limited - India
- SMC Global Power, Philippines
- Vedanta Resources Plc - India
- ASAPP Information Group - India
- Africa Commodities Group - South Africa
- Planning Commission, India
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