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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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Monday, 19 February 24
METALS INVESTMENT: THE DARKEST HOUR IS JUST BEFORE THE DAWN - WOOD MACKENZIE
Things often seem at their worst just before they get better. In terms of meeting our net zero 2050 scenario, we’ve reached a watershed momen ...
Tuesday, 13 February 24
WHAT IS THE OUTLOOK FOR THE NATURAL GAS SPOT PRICE IN 2024 AND 2025? EIA
We expect the U.S. benchmark Henry Hub natural gas spot price to average higher in 2024 and 2025 than in 2023, but to remain lower than $3.00 per m ...
Monday, 12 February 24
US THERMAL COAL EXPORTS HIT 5-YEAR HIGHS AND TOP $5 BLN IN 2023 - REUTERS
United States exporters of thermal coal earned more than $5 billion in 2023 as they shipped out more than 32.5 million metric tons of the high-poll ...
Tuesday, 06 February 24
NEW E-FUELS PROJECT TO MAKE INTERNATIONAL SHIPPING CLIMATE-NEUTRAL - RINA
Transport and trade on the ocean blue must be made much greener. This is the goal of the new €17 million European GAMMA project, where compani ...
Tuesday, 06 February 24
INDIA SEES ANNUAL COAL OUTPUT UP 10.9% IN 2024/25 - REUTERS
India expects domestic coal output to increase by 10.9% to 1.13 billion metric tons in the fiscal year ending March 2025, a senior government offic ...
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- Neyveli Lignite Corporation Ltd, - India
- Kalimantan Lumbung Energi - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Simpson Spence & Young - Indonesia
- Parry Sugars Refinery, India
- Coal and Oil Company - UAE
- GMR Energy Limited - India
- Grasim Industreis Ltd - India
- Mercuria Energy - Indonesia
- Singapore Mercantile Exchange
- Barasentosa Lestari - Indonesia
- Minerals Council of Australia
- CNBM International Corporation - China
- Banpu Public Company Limited - Thailand
- Orica Australia Pty. Ltd.
- Kaltim Prima Coal - Indonesia
- Gujarat Electricity Regulatory Commission - India
- LBH Netherlands Bv - Netherlands
- Bayan Resources Tbk. - Indonesia
- Bukit Baiduri Energy - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Bhoruka Overseas - Indonesia
- Marubeni Corporation - India
- ASAPP Information Group - India
- Renaissance Capital - South Africa
- Planning Commission, India
- Vedanta Resources Plc - India
- Oldendorff Carriers - Singapore
- Sakthi Sugars Limited - India
- Australian Commodity Traders Exchange
- Mercator Lines Limited - India
- Heidelberg Cement - Germany
- MS Steel International - UAE
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sarangani Energy Corporation, Philippines
- Indian Oil Corporation Limited
- Manunggal Multi Energi - Indonesia
- Cement Manufacturers Association - India
- Sinarmas Energy and Mining - Indonesia
- Mjunction Services Limited - India
- Essar Steel Hazira Ltd - India
- Indian Energy Exchange, India
- Petrochimia International Co. Ltd.- Taiwan
- Attock Cement Pakistan Limited
- Toyota Tsusho Corporation, Japan
- Iligan Light & Power Inc, Philippines
- Electricity Authority, New Zealand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- New Zealand Coal & Carbon
- Leighton Contractors Pty Ltd - Australia
- Siam City Cement PLC, Thailand
- Eastern Coal Council - USA
- Ministry of Transport, Egypt
- Riau Bara Harum - Indonesia
- Bharathi Cement Corporation - India
- Dalmia Cement Bharat India
- Ceylon Electricity Board - Sri Lanka
- Meralco Power Generation, Philippines
- South Luzon Thermal Energy Corporation
- Interocean Group of Companies - India
- Sindya Power Generating Company Private Ltd
- Sical Logistics Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Chettinad Cement Corporation Ltd - India
- Straits Asia Resources Limited - Singapore
- Wilmar Investment Holdings
- Africa Commodities Group - South Africa
- Goldman Sachs - Singapore
- Indogreen Group - Indonesia
- Agrawal Coal Company - India
- Xindia Steels Limited - India
- SMG Consultants - Indonesia
- Kideco Jaya Agung - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Makarim & Taira - Indonesia
- SN Aboitiz Power Inc, Philippines
- Latin American Coal - Colombia
- GN Power Mariveles Coal Plant, Philippines
- Meenaskhi Energy Private Limited - India
- Jindal Steel & Power Ltd - India
- ICICI Bank Limited - India
- Bangladesh Power Developement Board
- International Coal Ventures Pvt Ltd - India
- Energy Link Ltd, New Zealand
- Bukit Makmur.PT - Indonesia
- Uttam Galva Steels Limited - India
- Kapuas Tunggal Persada - Indonesia
- Standard Chartered Bank - UAE
- Krishnapatnam Port Company Ltd. - India
- Bhatia International Limited - India
- GVK Power & Infra Limited - India
- Aditya Birla Group - India
- Larsen & Toubro Limited - India
- Deloitte Consulting - India
- AsiaOL BioFuels Corp., Philippines
- Semirara Mining and Power Corporation, Philippines
- Bhushan Steel Limited - India
- Salva Resources Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Baramulti Group, Indonesia
- Rashtriya Ispat Nigam Limited - India
- Kartika Selabumi Mining - Indonesia
- San Jose City I Power Corp, Philippines
- Directorate Of Revenue Intelligence - India
- Indika Energy - Indonesia
- Coastal Gujarat Power Limited - India
- Independent Power Producers Association of India
- Borneo Indobara - Indonesia
- Samtan Co., Ltd - South Korea
- Sojitz Corporation - Japan
- IHS Mccloskey Coal Group - USA
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Gujarat Sidhee Cement - India
- GAC Shipping (India) Pvt Ltd
- Indonesian Coal Mining Association
- Star Paper Mills Limited - India
- Energy Development Corp, Philippines
- Jaiprakash Power Ventures ltd
- TNB Fuel Sdn Bhd - Malaysia
- Pipit Mutiara Jaya. PT, Indonesia
- VISA Power Limited - India
- PNOC Exploration Corporation - Philippines
- Posco Energy - South Korea
- Central Java Power - Indonesia
- McConnell Dowell - Australia
- Alfred C Toepfer International GmbH - Germany
- Electricity Generating Authority of Thailand
- Vijayanagar Sugar Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Medco Energi Mining Internasional
- Videocon Industries ltd - India
- Maheswari Brothers Coal Limited - India
- Georgia Ports Authority, United States
- Karaikal Port Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Binh Thuan Hamico - Vietnam
- Intertek Mineral Services - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Kepco SPC Power Corporation, Philippines
- The University of Queensland
- Ambuja Cements Ltd - India
- Tamil Nadu electricity Board
- Australian Coal Association
- Aboitiz Power Corporation - Philippines
- Billiton Holdings Pty Ltd - Australia
- Carbofer General Trading SA - India
- SMC Global Power, Philippines
- Kobexindo Tractors - Indoneisa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Wood Mackenzie - Singapore
- Central Electricity Authority - India
- Romanian Commodities Exchange
- White Energy Company Limited
- Thai Mozambique Logistica
- Metalloyd Limited - United Kingdom
- Thiess Contractors Indonesia
- Port Waratah Coal Services - Australia
- OPG Power Generation Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Cigading International Bulk Terminal - Indonesia
- CIMB Investment Bank - Malaysia
- Anglo American - United Kingdom
- Madhucon Powers Ltd - India
- Coalindo Energy - Indonesia
- Eastern Energy - Thailand
- Sree Jayajothi Cements Limited - India
- Ministry of Finance - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- India Bulls Power Limited - India
- Tata Chemicals Ltd - India
- Siam City Cement - Thailand
- Merrill Lynch Commodities Europe
- Therma Luzon, Inc, Philippines
- Kumho Petrochemical, South Korea
- European Bulk Services B.V. - Netherlands
- Miang Besar Coal Terminal - Indonesia
- PTC India Limited - India
- Vizag Seaport Private Limited - India
- Ind-Barath Power Infra Limited - India
- Semirara Mining Corp, Philippines
- The Treasury - Australian Government
- Karbindo Abesyapradhi - Indoneisa
- Bukit Asam (Persero) Tbk - Indonesia
- Trasteel International SA, Italy
- Orica Mining Services - Indonesia
- Global Business Power Corporation, Philippines
- Commonwealth Bank - Australia
- Ministry of Mines - Canada
- Global Coal Blending Company Limited - Australia
- Global Green Power PLC Corporation, Philippines
- Malabar Cements Ltd - India
- Parliament of New Zealand
- Holcim Trading Pte Ltd - Singapore
- Formosa Plastics Group - Taiwan
- Antam Resourcindo - Indonesia
- IEA Clean Coal Centre - UK
- PowerSource Philippines DevCo
- Kohat Cement Company Ltd. - Pakistan
- Chamber of Mines of South Africa
- The State Trading Corporation of India Ltd
- Globalindo Alam Lestari - Indonesia
- Savvy Resources Ltd - HongKong
- Edison Trading Spa - Italy
- London Commodity Brokers - England
- Rio Tinto Coal - Australia
- Mintek Dendrill Indonesia
- TeaM Sual Corporation - Philippines
- Indo Tambangraya Megah - Indonesia
- Petron Corporation, Philippines
- Economic Council, Georgia
- Directorate General of MIneral and Coal - Indonesia
- Lanco Infratech Ltd - India
- Price Waterhouse Coopers - Russia
- Power Finance Corporation Ltd., India
- Bulk Trading Sa - Switzerland
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