We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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.
The Information contained within the website of COALspot.com is intended for informational purposes only and is not intended as professional counsel and should not be used as such.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Saturday, 25 March 23
COAL INDIA HAS STRONG CASE TO INCREASE PRICES, TALKS ON: CMD AGRAWAL - BUSINESS STANDARD
Coal India (CIL) Chairman and Managing Director Pramod Agrawal said on Monday there is a “strong case” for increasing coal prices, and ...
Saturday, 25 March 23
ASIAN CRUDE PALM OIL WATCH 1Q23 - FITCH RATINGS
Malaysian benchmark crude palm oil (CPO) spot prices have averaged around USD915 per tonne (t) so far in 1Q23, sharply lower than the average of ar ...
Saturday, 25 March 23
INDONESIA’S COAL EXPORT INCREASED BY 21.0% YOY TO 388.4 MLN T IN 2022 - BANCHERO COSTA
After a slow start in the first quarter, global coal trade has really picked up pace last year, and is now fully back to pre-Covid levels. In the f ...
Saturday, 25 March 23
GLOBAL LNG-ASIA SPOT PRICES SLIP AS WEAK NORTHERN DEMAND REMAINS - REUTERS
Asian spot prices of liquefied natural gas (LNG) declined this week, falling to a 21-month low, as weak demand in the northeast Asia region continu ...
Wednesday, 22 March 23
OIL PRICE FALL SPECULATIVE, TO HIT $140 BY YEAR-END -ANDURAND: REUTERS
The recent fall in oil prices due to banking jitters is speculative and oil will hit $140 a barrel by the end of the year, hedge fund manager Pierr ...
|
|
|
Showing 116 to 120 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Coastal Gujarat Power Limited - India
- Dalmia Cement Bharat India
- Madhucon Powers Ltd - India
- Sojitz Corporation - Japan
- Baramulti Group, Indonesia
- Gujarat Electricity Regulatory Commission - India
- The Treasury - Australian Government
- Kapuas Tunggal Persada - Indonesia
- Africa Commodities Group - South Africa
- Global Coal Blending Company Limited - Australia
- Rio Tinto Coal - Australia
- Jorong Barutama Greston.PT - Indonesia
- Globalindo Alam Lestari - Indonesia
- Heidelberg Cement - Germany
- Carbofer General Trading SA - India
- Planning Commission, India
- Jindal Steel & Power Ltd - India
- Indian Oil Corporation Limited
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Mercuria Energy - Indonesia
- Indo Tambangraya Megah - Indonesia
- Binh Thuan Hamico - Vietnam
- New Zealand Coal & Carbon
- Minerals Council of Australia
- Bhushan Steel Limited - India
- Siam City Cement PLC, Thailand
- Anglo American - United Kingdom
- Power Finance Corporation Ltd., India
- Oldendorff Carriers - Singapore
- Grasim Industreis Ltd - India
- Gujarat Sidhee Cement - India
- IEA Clean Coal Centre - UK
- Parry Sugars Refinery, India
- VISA Power Limited - India
- Metalloyd Limited - United Kingdom
- LBH Netherlands Bv - Netherlands
- Bayan Resources Tbk. - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- OPG Power Generation Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Georgia Ports Authority, United States
- Formosa Plastics Group - Taiwan
- GMR Energy Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- Australian Commodity Traders Exchange
- The University of Queensland
- Coalindo Energy - Indonesia
- Mjunction Services Limited - India
- Cement Manufacturers Association - India
- Cigading International Bulk Terminal - Indonesia
- Energy Link Ltd, New Zealand
- Kumho Petrochemical, South Korea
- Indogreen Group - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Vedanta Resources Plc - India
- Star Paper Mills Limited - India
- Miang Besar Coal Terminal - Indonesia
- SMC Global Power, Philippines
- Bulk Trading Sa - Switzerland
- Simpson Spence & Young - Indonesia
- Merrill Lynch Commodities Europe
- Aboitiz Power Corporation - Philippines
- Asmin Koalindo Tuhup - Indonesia
- Electricity Authority, New Zealand
- London Commodity Brokers - England
- Neyveli Lignite Corporation Ltd, - India
- Chamber of Mines of South Africa
- McConnell Dowell - Australia
- Tata Chemicals Ltd - India
- PTC India Limited - India
- Agrawal Coal Company - India
- PetroVietnam Power Coal Import and Supply Company
- GN Power Mariveles Coal Plant, Philippines
- Krishnapatnam Port Company Ltd. - India
- Renaissance Capital - South Africa
- TNB Fuel Sdn Bhd - Malaysia
- Leighton Contractors Pty Ltd - Australia
- Ministry of Transport, Egypt
- SMG Consultants - Indonesia
- Sical Logistics Limited - India
- Mercator Lines Limited - India
- Indian Energy Exchange, India
- Ind-Barath Power Infra Limited - India
- Ministry of Mines - Canada
- Kartika Selabumi Mining - Indonesia
- Wilmar Investment Holdings
- Bank of Tokyo Mitsubishi UFJ Ltd
- Orica Mining Services - Indonesia
- CIMB Investment Bank - Malaysia
- Riau Bara Harum - Indonesia
- Indonesian Coal Mining Association
- Bukit Makmur.PT - Indonesia
- Latin American Coal - Colombia
- Timah Investasi Mineral - Indoneisa
- PNOC Exploration Corporation - Philippines
- San Jose City I Power Corp, Philippines
- Thai Mozambique Logistica
- Meralco Power Generation, Philippines
- Bukit Baiduri Energy - Indonesia
- Malabar Cements Ltd - India
- Interocean Group of Companies - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sindya Power Generating Company Private Ltd
- Kobexindo Tractors - Indoneisa
- Ceylon Electricity Board - Sri Lanka
- Offshore Bulk Terminal Pte Ltd, Singapore
- Salva Resources Pvt Ltd - India
- Bhatia International Limited - India
- Orica Australia Pty. Ltd.
- Coal and Oil Company - UAE
- Vizag Seaport Private Limited - India
- Romanian Commodities Exchange
- Xindia Steels Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Larsen & Toubro Limited - India
- Uttam Galva Steels Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Iligan Light & Power Inc, Philippines
- Sree Jayajothi Cements Limited - India
- Trasteel International SA, Italy
- Essar Steel Hazira Ltd - India
- Semirara Mining and Power Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Electricity Generating Authority of Thailand
- Kalimantan Lumbung Energi - Indonesia
- PowerSource Philippines DevCo
- Aditya Birla Group - India
- Sarangani Energy Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Australian Coal Association
- Directorate General of MIneral and Coal - Indonesia
- International Coal Ventures Pvt Ltd - India
- Medco Energi Mining Internasional
- Eastern Coal Council - USA
- Banpu Public Company Limited - Thailand
- Directorate Of Revenue Intelligence - India
- Savvy Resources Ltd - HongKong
- Energy Development Corp, Philippines
- Marubeni Corporation - India
- Holcim Trading Pte Ltd - Singapore
- GVK Power & Infra Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Central Electricity Authority - India
- Wood Mackenzie - Singapore
- ICICI Bank Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- Maheswari Brothers Coal Limited - India
- Petron Corporation, Philippines
- Mintek Dendrill Indonesia
- Parliament of New Zealand
- IHS Mccloskey Coal Group - USA
- Economic Council, Georgia
- Ambuja Cements Ltd - India
- CNBM International Corporation - China
- Global Business Power Corporation, Philippines
- Semirara Mining Corp, Philippines
- Goldman Sachs - Singapore
- Price Waterhouse Coopers - Russia
- Kaltim Prima Coal - Indonesia
- Manunggal Multi Energi - Indonesia
- Tamil Nadu electricity Board
- Altura Mining Limited, Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Commonwealth Bank - Australia
- The State Trading Corporation of India Ltd
- Videocon Industries ltd - India
- SN Aboitiz Power Inc, Philippines
- Lanco Infratech Ltd - India
- Singapore Mercantile Exchange
- India Bulls Power Limited - India
- Port Waratah Coal Services - Australia
- Antam Resourcindo - Indonesia
- Kepco SPC Power Corporation, Philippines
- Intertek Mineral Services - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Jaiprakash Power Ventures ltd
- White Energy Company Limited
- Attock Cement Pakistan Limited
- Indika Energy - Indonesia
- Ministry of Finance - Indonesia
- Karaikal Port Pvt Ltd - India
- Standard Chartered Bank - UAE
- Central Java Power - Indonesia
- Bharathi Cement Corporation - India
- South Luzon Thermal Energy Corporation
- Meenaskhi Energy Private Limited - India
- Therma Luzon, Inc, Philippines
- Straits Asia Resources Limited - Singapore
- ASAPP Information Group - India
- Siam City Cement - Thailand
- European Bulk Services B.V. - Netherlands
- Kideco Jaya Agung - Indonesia
- Edison Trading Spa - Italy
- Billiton Holdings Pty Ltd - Australia
- Independent Power Producers Association of India
- Makarim & Taira - Indonesia
- Deloitte Consulting - India
- Bhoruka Overseas - Indonesia
- Sakthi Sugars Limited - India
- Global Green Power PLC Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- GAC Shipping (India) Pvt Ltd
- Thiess Contractors Indonesia
- Eastern Energy - Thailand
- MS Steel International - UAE
- Maharashtra Electricity Regulatory Commission - India
- Rashtriya Ispat Nigam Limited - India
- Bangladesh Power Developement Board
- Samtan Co., Ltd - South Korea
- Posco Energy - South Korea
- Borneo Indobara - Indonesia
- TeaM Sual Corporation - Philippines
|
| |
| |
|
