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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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Wednesday, 12 June 24
CHINA ACCOUNTS FOR 16.3% OF AUSTRALIA'S COAL EXPORTS, FOLLOWED BY INDIA 14.4% - BANCHERO COSTA
Global coal trade has really picked up pace in recent months, and is now fully back to pre-Covid levels says Banchero Costa in its latest report.
...
Wednesday, 12 June 24
LNG NEWBUILDING VALUES AT RECORD HIGH: 78 NEWBUILD ORDERS PLACED IN 2024, DOUBLING 2023 - VESON NAUTICAL
The number of LNG newbuilding orders have more than doubled from the same period last year where 34 orders were placed, compared to 78 in the first ...
Monday, 10 June 24
CHINA'S MAY COAL IMPORTS RISE 11% ON LOWER DOMESTIC OUTPUT - REUTERS
China’s imports of coal rose 11% in May from a year earlier, customs data and Reuters records showed on Friday, as lower domestic output this ...
Tuesday, 04 June 24
HOW DO WESTERN SANCTIONS ON RUSSIA IMPACT THE GLOBAL METALS, MINING AND COAL MARKETS - WOOD MACKENZIE
The geopolitical landscape for Russia, as a major supplier of various commodities, has undergone a dramatic transformation since the invasion of Uk ...
Friday, 22 March 24
CASE STUDY: DANGERS OF COAL CARGO - SKULD
Recently, a bulk cargo vessel carrying coal from South Africa to Singapore suffered a fatal accident, resulting in the deaths of three crew members ...
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Showing 21 to 25 news of total 6871 |
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- AsiaOL BioFuels Corp., Philippines
- McConnell Dowell - Australia
- Parliament of New Zealand
- SMG Consultants - Indonesia
- Bhushan Steel Limited - India
- Ind-Barath Power Infra Limited - India
- India Bulls Power Limited - India
- SMC Global Power, Philippines
- Romanian Commodities Exchange
- GN Power Mariveles Coal Plant, Philippines
- Gujarat Mineral Development Corp Ltd - India
- MS Steel International - UAE
- Price Waterhouse Coopers - Russia
- Antam Resourcindo - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Ceylon Electricity Board - Sri Lanka
- Mintek Dendrill Indonesia
- Independent Power Producers Association of India
- Edison Trading Spa - Italy
- Tamil Nadu electricity Board
- Bukit Asam (Persero) Tbk - Indonesia
- Africa Commodities Group - South Africa
- CIMB Investment Bank - Malaysia
- Riau Bara Harum - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Makarim & Taira - Indonesia
- Oldendorff Carriers - Singapore
- Energy Link Ltd, New Zealand
- Uttam Galva Steels Limited - India
- ICICI Bank Limited - India
- Heidelberg Cement - Germany
- Indian Oil Corporation Limited
- Kalimantan Lumbung Energi - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Energy Development Corp, Philippines
- Aboitiz Power Corporation - Philippines
- Iligan Light & Power Inc, Philippines
- Renaissance Capital - South Africa
- Semirara Mining Corp, Philippines
- Cigading International Bulk Terminal - Indonesia
- Dalmia Cement Bharat India
- Australian Commodity Traders Exchange
- Savvy Resources Ltd - HongKong
- Petron Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- GVK Power & Infra Limited - India
- Maheswari Brothers Coal Limited - India
- Port Waratah Coal Services - Australia
- Aditya Birla Group - India
- Ministry of Mines - Canada
- Intertek Mineral Services - Indonesia
- Indian Energy Exchange, India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- VISA Power Limited - India
- Orica Mining Services - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Standard Chartered Bank - UAE
- Attock Cement Pakistan Limited
- Cement Manufacturers Association - India
- Star Paper Mills Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Wood Mackenzie - Singapore
- The University of Queensland
- Indo Tambangraya Megah - Indonesia
- Posco Energy - South Korea
- The State Trading Corporation of India Ltd
- Mercator Lines Limited - India
- Holcim Trading Pte Ltd - Singapore
- PNOC Exploration Corporation - Philippines
- Indogreen Group - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Chamber of Mines of South Africa
- Barasentosa Lestari - Indonesia
- Coastal Gujarat Power Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Goldman Sachs - Singapore
- CNBM International Corporation - China
- Bangladesh Power Developement Board
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- Miang Besar Coal Terminal - Indonesia
- Tata Chemicals Ltd - India
- San Jose City I Power Corp, Philippines
- Electricity Authority, New Zealand
- Jaiprakash Power Ventures ltd
- Meenaskhi Energy Private Limited - India
- Manunggal Multi Energi - Indonesia
- Thai Mozambique Logistica
- Billiton Holdings Pty Ltd - Australia
- Gujarat Sidhee Cement - India
- New Zealand Coal & Carbon
- Leighton Contractors Pty Ltd - Australia
- Economic Council, Georgia
- Siam City Cement PLC, Thailand
- Sakthi Sugars Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Binh Thuan Hamico - Vietnam
- Carbofer General Trading SA - India
- Timah Investasi Mineral - Indoneisa
- Coalindo Energy - Indonesia
- Kartika Selabumi Mining - Indonesia
- The Treasury - Australian Government
- Minerals Council of Australia
- Altura Mining Limited, Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Semirara Mining and Power Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Medco Energi Mining Internasional
- Eastern Energy - Thailand
- Kideco Jaya Agung - Indonesia
- Borneo Indobara - Indonesia
- Kaltim Prima Coal - Indonesia
- Madhucon Powers Ltd - India
- Bulk Trading Sa - Switzerland
- Xindia Steels Limited - India
- Straits Asia Resources Limited - Singapore
- ASAPP Information Group - India
- Essar Steel Hazira Ltd - India
- Lanco Infratech Ltd - India
- White Energy Company Limited
- Meralco Power Generation, Philippines
- Directorate Of Revenue Intelligence - India
- Deloitte Consulting - India
- Sindya Power Generating Company Private Ltd
- European Bulk Services B.V. - Netherlands
- Merrill Lynch Commodities Europe
- Grasim Industreis Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Latin American Coal - Colombia
- Globalindo Alam Lestari - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- GAC Shipping (India) Pvt Ltd
- Sree Jayajothi Cements Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Global Green Power PLC Corporation, Philippines
- Planning Commission, India
- Bhatia International Limited - India
- Sojitz Corporation - Japan
- Salva Resources Pvt Ltd - India
- PTC India Limited - India
- Kumho Petrochemical, South Korea
- Metalloyd Limited - United Kingdom
- Larsen & Toubro Limited - India
- Sical Logistics Limited - India
- LBH Netherlands Bv - Netherlands
- Directorate General of MIneral and Coal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Jindal Steel & Power Ltd - India
- Ministry of Transport, Egypt
- Baramulti Group, Indonesia
- GMR Energy Limited - India
- PowerSource Philippines DevCo
- Parry Sugars Refinery, India
- Videocon Industries ltd - India
- Bukit Baiduri Energy - Indonesia
- Anglo American - United Kingdom
- Sarangani Energy Corporation, Philippines
- Georgia Ports Authority, United States
- TNB Fuel Sdn Bhd - Malaysia
- South Luzon Thermal Energy Corporation
- Electricity Generating Authority of Thailand
- Bhoruka Overseas - Indonesia
- Ambuja Cements Ltd - India
- Agrawal Coal Company - India
- Central Java Power - Indonesia
- Global Business Power Corporation, Philippines
- Simpson Spence & Young - Indonesia
- Power Finance Corporation Ltd., India
- SN Aboitiz Power Inc, Philippines
- Vedanta Resources Plc - India
- Kobexindo Tractors - Indoneisa
- Sinarmas Energy and Mining - Indonesia
- Bharathi Cement Corporation - India
- OPG Power Generation Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- Orica Australia Pty. Ltd.
- Eastern Coal Council - USA
- Thiess Contractors Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Siam City Cement - Thailand
- Marubeni Corporation - India
- Pendopo Energi Batubara - Indonesia
- Central Electricity Authority - India
- Singapore Mercantile Exchange
- Mercuria Energy - Indonesia
- Bayan Resources Tbk. - Indonesia
- Indika Energy - Indonesia
- Indonesian Coal Mining Association
- Chettinad Cement Corporation Ltd - India
- Global Coal Blending Company Limited - Australia
- Banpu Public Company Limited - Thailand
- Samtan Co., Ltd - South Korea
- Pipit Mutiara Jaya. PT, Indonesia
- Vizag Seaport Private Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- International Coal Ventures Pvt Ltd - India
- Trasteel International SA, Italy
- Rio Tinto Coal - Australia
- Bukit Makmur.PT - Indonesia
- Mjunction Services Limited - India
- Wilmar Investment Holdings
- Toyota Tsusho Corporation, Japan
- Malabar Cements Ltd - India
- Commonwealth Bank - Australia
- IEA Clean Coal Centre - UK
- Karaikal Port Pvt Ltd - India
- Interocean Group of Companies - India
- London Commodity Brokers - England
- Ministry of Finance - Indonesia
- Coal and Oil Company - UAE
- Australian Coal Association
- Therma Luzon, Inc, Philippines
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