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Wednesday, 15 September 21
MARKET INSIGHT - INTERMODAL
 Following the oil price sell off during most of August, partly triggered by oil demand fears amid the delta COVID variant, oil prices have resumed their upward trend since August 20th.
Brent futures have been trading higher over the past couple of weeks, with hurricane Ida idling US Gulf oil production and providing support. In addition, traders saw a buying opportunity following the OSP price cuts into Asian refineries. Positive news on Covid developments and also Chinese data suggesting crude oil inventories stand at the lowest level since June 2020 are also interpreted as bullish for oil consumption and economic momentum ahead.
Numerous countries in Asia Pacific are easing certain Covid-19 restrictions, such as Thailand, New Zealand and Hong Kong, while the South African variant slowed in August according to scientists, all supporting oil demand expectations. Generally, Europe has emerged as a “center of strength” for road fuels demand as the economies opened during the summer period, where people have naturally used more road transportation vs air during the travel season. Nevertheless, according to real time traffic data, European road fuels demand dropped by around 5% or 3-400,000 bpd m/m in August that had a slow start, from the recent peak in July. However, recent news are positive for Brent as European traffic has been picking up by two percent over the past two weeks. Overall, global road traffic congestion levels continue to pick up over the past two weeks, a trend that has emerged since mid-August. Robust gasoline demand and low inventories in both sides of the Atlantic Ocean also lend support to light-sweet crude benchmarks such as Brent.
Additionally, we have noted that the Chinese crude imports rose to a five-month high of 10.5 million bpd in August, driven by state backed oil refineries. The question is whether this trend in China’s crude imports will remain upwards in the coming months. That is a difficult question to answer, as it also depends on government policies on quotas and use of strategic reserves, as per analysts’ consensus.
The Asian market seems to have the potential for an increase in crude oil imports from Middle East as OPEC+ releases production, while US crude oil production is lagging behind along with refinery activity after the recent hit of Hurricane Ida. The hurricane Nicholas following this week is yet to show its effect, but overall it looks like the oil supply tightness in the West is exacerbating, which increases the call on OPEC+ to satisfy rising crude oil demand projected through the 4th quarter of the year.
By Apostolos Rompopoulos,
Tanker 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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Wednesday, 01 December 21
SUPPLY OF COAL TO POWER PLANTS IN NOV MORE THAN CONSUMPTION: JOSHI - PTI
The supply of coal to power plants in November is more than the consumption, resulting in rise in stock of dry fuel at power plants, and this trend ...
Wednesday, 01 December 21
MARKET INSIGHT - INTERMODAL
Essentially, anyone involved in the shipping and commodity markets still struggle with commodity supply issues and skyrocketing prices in the conte ...
Tuesday, 30 November 21
CHINA'S TOP ECONOMIC PLANNER SUMMONS COAL PRODUCERS; LONG-TERM PRICING MECHANISM IS ADVISED - GLOBAL TIMES
China’s top economic planner the National Development and Reform Commission (NDRC) said on Monday that they summoned coal producers for a hea ...
Tuesday, 30 November 21
CHINA'S COAL PRICES PLUNGE AFTER GOVT SIGNALS MORE PRICE REGULATION - REUTERS
China’s thermal coal futures dropped 5.6% on Monday after the state economic planner signaled further regulations for prices of the dirty pow ...
Friday, 26 November 21
AS COAL MARKET STABILIZES, CHINA STEPS UP NATURAL GAS SUPPLY TO MEET WINTER DEMAND - GLOBAL TIMES
The daily supply of natural gas in China has exceeded 1 billion cubic meters (bcm) since November began, up 11 percent year-on-year, data from stat ...
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- Gujarat Mineral Development Corp Ltd - India
- Timah Investasi Mineral - Indoneisa
- Coastal Gujarat Power Limited - India
- Makarim & Taira - Indonesia
- Goldman Sachs - Singapore
- Simpson Spence & Young - Indonesia
- Dalmia Cement Bharat India
- San Jose City I Power Corp, Philippines
- Ministry of Transport, Egypt
- Electricity Generating Authority of Thailand
- TNB Fuel Sdn Bhd - Malaysia
- Banpu Public Company Limited - Thailand
- Ceylon Electricity Board - Sri Lanka
- Leighton Contractors Pty Ltd - Australia
- Planning Commission, India
- London Commodity Brokers - England
- Bharathi Cement Corporation - India
- IHS Mccloskey Coal Group - USA
- OPG Power Generation Pvt Ltd - India
- Kumho Petrochemical, South Korea
- PTC India Limited - India
- Vedanta Resources Plc - India
- Binh Thuan Hamico - Vietnam
- Petrochimia International Co. Ltd.- Taiwan
- Indo Tambangraya Megah - Indonesia
- Ministry of Finance - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Coalindo Energy - Indonesia
- Eastern Energy - Thailand
- Straits Asia Resources Limited - Singapore
- Therma Luzon, Inc, Philippines
- Thai Mozambique Logistica
- South Luzon Thermal Energy Corporation
- Vizag Seaport Private Limited - India
- Krishnapatnam Port Company Ltd. - India
- Salva Resources Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sical Logistics Limited - India
- Gujarat Electricity Regulatory Commission - India
- VISA Power Limited - India
- TeaM Sual Corporation - Philippines
- New Zealand Coal & Carbon
- Star Paper Mills Limited - India
- Energy Development Corp, Philippines
- Kepco SPC Power Corporation, Philippines
- GMR Energy Limited - India
- Kideco Jaya Agung - Indonesia
- Indonesian Coal Mining Association
- Carbofer General Trading SA - India
- Marubeni Corporation - India
- Barasentosa Lestari - Indonesia
- Bukit Makmur.PT - Indonesia
- Siam City Cement PLC, Thailand
- Orica Mining Services - Indonesia
- Jaiprakash Power Ventures ltd
- Indian Oil Corporation Limited
- Bank of Tokyo Mitsubishi UFJ Ltd
- Mintek Dendrill Indonesia
- Grasim Industreis Ltd - India
- Ministry of Mines - Canada
- Pendopo Energi Batubara - Indonesia
- Baramulti Group, Indonesia
- The Treasury - Australian Government
- Electricity Authority, New Zealand
- India Bulls Power Limited - India
- Borneo Indobara - Indonesia
- Heidelberg Cement - Germany
- GN Power Mariveles Coal Plant, Philippines
- Semirara Mining Corp, Philippines
- Bangladesh Power Developement Board
- Petron Corporation, Philippines
- Minerals Council of Australia
- Eastern Coal Council - USA
- Renaissance Capital - South Africa
- Maharashtra Electricity Regulatory Commission - India
- Power Finance Corporation Ltd., India
- GVK Power & Infra Limited - India
- PowerSource Philippines DevCo
- Antam Resourcindo - Indonesia
- Independent Power Producers Association of India
- Formosa Plastics Group - Taiwan
- Africa Commodities Group - South Africa
- Thiess Contractors Indonesia
- Intertek Mineral Services - Indonesia
- Latin American Coal - Colombia
- Ambuja Cements Ltd - India
- Port Waratah Coal Services - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Sree Jayajothi Cements Limited - India
- Tata Chemicals Ltd - India
- Bulk Trading Sa - Switzerland
- Bhushan Steel Limited - India
- Bhoruka Overseas - Indonesia
- Gujarat Sidhee Cement - India
- Economic Council, Georgia
- Trasteel International SA, Italy
- Pipit Mutiara Jaya. PT, Indonesia
- Rashtriya Ispat Nigam Limited - India
- GAC Shipping (India) Pvt Ltd
- Mercuria Energy - Indonesia
- Merrill Lynch Commodities Europe
- MS Steel International - UAE
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Commonwealth Bank - Australia
- Georgia Ports Authority, United States
- Wood Mackenzie - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Posco Energy - South Korea
- Coal and Oil Company - UAE
- AsiaOL BioFuels Corp., Philippines
- CNBM International Corporation - China
- Agrawal Coal Company - India
- Maheswari Brothers Coal Limited - India
- Uttam Galva Steels Limited - India
- Sarangani Energy Corporation, Philippines
- ASAPP Information Group - India
- Sindya Power Generating Company Private Ltd
- Bhatia International Limited - India
- International Coal Ventures Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Parliament of New Zealand
- Energy Link Ltd, New Zealand
- Asmin Koalindo Tuhup - Indonesia
- Mercator Lines Limited - India
- Bukit Baiduri Energy - Indonesia
- Larsen & Toubro Limited - India
- Sojitz Corporation - Japan
- Rio Tinto Coal - Australia
- Global Business Power Corporation, Philippines
- Siam City Cement - Thailand
- The State Trading Corporation of India Ltd
- Cigading International Bulk Terminal - Indonesia
- Standard Chartered Bank - UAE
- Manunggal Multi Energi - Indonesia
- Indogreen Group - Indonesia
- Australian Commodity Traders Exchange
- Toyota Tsusho Corporation, Japan
- Parry Sugars Refinery, India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Singapore Mercantile Exchange
- IEA Clean Coal Centre - UK
- Chettinad Cement Corporation Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Savvy Resources Ltd - HongKong
- Kalimantan Lumbung Energi - Indonesia
- Meenaskhi Energy Private Limited - India
- Mjunction Services Limited - India
- Global Coal Blending Company Limited - Australia
- The University of Queensland
- Offshore Bulk Terminal Pte Ltd, Singapore
- Interocean Group of Companies - India
- Karaikal Port Pvt Ltd - India
- Central Electricity Authority - India
- Riau Bara Harum - Indonesia
- McConnell Dowell - Australia
- SN Aboitiz Power Inc, Philippines
- Malabar Cements Ltd - India
- Meralco Power Generation, Philippines
- Wilmar Investment Holdings
- Deloitte Consulting - India
- Jorong Barutama Greston.PT - Indonesia
- Metalloyd Limited - United Kingdom
- Global Green Power PLC Corporation, Philippines
- SMG Consultants - Indonesia
- Aboitiz Power Corporation - Philippines
- Aditya Birla Group - India
- LBH Netherlands Bv - Netherlands
- Edison Trading Spa - Italy
- Vijayanagar Sugar Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Medco Energi Mining Internasional
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Directorate General of MIneral and Coal - Indonesia
- Xindia Steels Limited - India
- Orica Australia Pty. Ltd.
- Kapuas Tunggal Persada - Indonesia
- Essar Steel Hazira Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Indika Energy - Indonesia
- Price Waterhouse Coopers - Russia
- Central Java Power - Indonesia
- Directorate Of Revenue Intelligence - India
- Attock Cement Pakistan Limited
- Miang Besar Coal Terminal - Indonesia
- European Bulk Services B.V. - Netherlands
- Globalindo Alam Lestari - Indonesia
- Oldendorff Carriers - Singapore
- Samtan Co., Ltd - South Korea
- Neyveli Lignite Corporation Ltd, - India
- Anglo American - United Kingdom
- Videocon Industries ltd - India
- Sakthi Sugars Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Ind-Barath Power Infra Limited - India
- ICICI Bank Limited - India
- Tamil Nadu electricity Board
- Chamber of Mines of South Africa
- Karbindo Abesyapradhi - Indoneisa
- Kobexindo Tractors - Indoneisa
- Altura Mining Limited, Indonesia
- White Energy Company Limited
- Alfred C Toepfer International GmbH - Germany
- SMC Global Power, Philippines
- Iligan Light & Power Inc, Philippines
- Madhucon Powers Ltd - India
- Cement Manufacturers Association - India
- Romanian Commodities Exchange
- Indian Energy Exchange, India
- Australian Coal Association
- Semirara Mining and Power Corporation, Philippines
- PNOC Exploration Corporation - Philippines
- Kohat Cement Company Ltd. - Pakistan
- Jindal Steel & Power Ltd - India
- CIMB Investment Bank - Malaysia
- Lanco Infratech Ltd - India
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