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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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Tuesday, 07 December 21
COAL FIRMS SEE SHARE PRICES SURGE MONDAY, AFTER GOVERNMENT READJUSTS CONTRACT PRICES - GLOBAL TIMES
Share prices of China’s coal enterprises jumped on Monday on the A-share market following a nationwide adjustment to annual thermal coal pric ...
Monday, 06 December 21
CHINA SETS 2022 ANNUAL THERMAL COAL PRICES AT 700 YUAN/T - MEDIA: REUTERS
China’s top economic planner has proposed to set annual thermal coal prices for 2022 at between 550 yuan and 850 yuan ($86-$133) per tonne, a ...
Thursday, 02 December 21
BUMI RECORDED US$ 666.18 MILLION AS REVENUE IN THE 3RD QUARTER, UP 13.31% YOY
PT Bumi Resources Tbk and its subsidiaries have recorded a surge in revenue in the third quarter of 2021. BUMI has recorded US$ 666.18 million as r ...
Thursday, 02 December 21
CHINA'S COAL CRUNCH IS OVER, BUT PRICES ARE STILL TOO HIGH - REUTERS
China’s coal crisis has largely been resolved with gains in both production and stockpiles sufficient to ensure power supplies over winter.
...
Wednesday, 01 December 21
2022 OUTLOOK: INDONESIAN COAL MINING - FITCH RATINGS
Fitch Ratings has a neutral outlook on the Indonesian coal sector for 2022.
Earnings generation should slow down as selling pr ...
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- Planning Commission, India
- Krishnapatnam Port Company Ltd. - India
- The Treasury - Australian Government
- Rashtriya Ispat Nigam Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Ceylon Electricity Board - Sri Lanka
- Orica Mining Services - Indonesia
- Madhucon Powers Ltd - India
- Central Electricity Authority - India
- Gujarat Sidhee Cement - India
- Sindya Power Generating Company Private Ltd
- Simpson Spence & Young - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Romanian Commodities Exchange
- Directorate General of MIneral and Coal - Indonesia
- SMC Global Power, Philippines
- Wood Mackenzie - Singapore
- Ministry of Transport, Egypt
- Ministry of Finance - Indonesia
- Therma Luzon, Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Indian Energy Exchange, India
- Thai Mozambique Logistica
- Gujarat Mineral Development Corp Ltd - India
- Port Waratah Coal Services - Australia
- Karbindo Abesyapradhi - Indoneisa
- Pendopo Energi Batubara - Indonesia
- Australian Coal Association
- Electricity Generating Authority of Thailand
- Coastal Gujarat Power Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Antam Resourcindo - Indonesia
- Australian Commodity Traders Exchange
- MS Steel International - UAE
- Altura Mining Limited, Indonesia
- Straits Asia Resources Limited - Singapore
- Maharashtra Electricity Regulatory Commission - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Agrawal Coal Company - India
- Salva Resources Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Carbofer General Trading SA - India
- Bhoruka Overseas - Indonesia
- Bulk Trading Sa - Switzerland
- Malabar Cements Ltd - India
- Singapore Mercantile Exchange
- Alfred C Toepfer International GmbH - Germany
- Meenaskhi Energy Private Limited - India
- Central Java Power - Indonesia
- Posco Energy - South Korea
- Semirara Mining Corp, Philippines
- Ind-Barath Power Infra Limited - India
- Price Waterhouse Coopers - Russia
- Renaissance Capital - South Africa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Samtan Co., Ltd - South Korea
- Miang Besar Coal Terminal - Indonesia
- Bukit Baiduri Energy - Indonesia
- GVK Power & Infra Limited - India
- Latin American Coal - Colombia
- Jorong Barutama Greston.PT - Indonesia
- Ministry of Mines - Canada
- Mercuria Energy - Indonesia
- Marubeni Corporation - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Banpu Public Company Limited - Thailand
- OPG Power Generation Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Essar Steel Hazira Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Standard Chartered Bank - UAE
- Coalindo Energy - Indonesia
- Thiess Contractors Indonesia
- Petron Corporation, Philippines
- Mercator Lines Limited - India
- SN Aboitiz Power Inc, Philippines
- Maheswari Brothers Coal Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Sojitz Corporation - Japan
- India Bulls Power Limited - India
- Trasteel International SA, Italy
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- South Luzon Thermal Energy Corporation
- Dalmia Cement Bharat India
- PowerSource Philippines DevCo
- GMR Energy Limited - India
- VISA Power Limited - India
- Oldendorff Carriers - Singapore
- Bangladesh Power Developement Board
- Intertek Mineral Services - Indonesia
- Cement Manufacturers Association - India
- Aboitiz Power Corporation - Philippines
- The State Trading Corporation of India Ltd
- Bhatia International Limited - India
- Merrill Lynch Commodities Europe
- The University of Queensland
- Anglo American - United Kingdom
- Orica Australia Pty. Ltd.
- Indika Energy - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- San Jose City I Power Corp, Philippines
- Indo Tambangraya Megah - Indonesia
- International Coal Ventures Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Bank of Tokyo Mitsubishi UFJ Ltd
- Edison Trading Spa - Italy
- Economic Council, Georgia
- McConnell Dowell - Australia
- Gujarat Electricity Regulatory Commission - India
- Medco Energi Mining Internasional
- TNB Fuel Sdn Bhd - Malaysia
- Attock Cement Pakistan Limited
- SMG Consultants - Indonesia
- Goldman Sachs - Singapore
- Timah Investasi Mineral - Indoneisa
- Electricity Authority, New Zealand
- Mintek Dendrill Indonesia
- Grasim Industreis Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Kaltim Prima Coal - Indonesia
- Tata Chemicals Ltd - India
- Barasentosa Lestari - Indonesia
- Borneo Indobara - Indonesia
- Lanco Infratech Ltd - India
- Energy Link Ltd, New Zealand
- Uttam Galva Steels Limited - India
- Aditya Birla Group - India
- Global Business Power Corporation, Philippines
- Sical Logistics Limited - India
- Global Green Power PLC Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- Tamil Nadu electricity Board
- Ambuja Cements Ltd - India
- Kumho Petrochemical, South Korea
- Coal and Oil Company - UAE
- IHS Mccloskey Coal Group - USA
- Kapuas Tunggal Persada - Indonesia
- Sarangani Energy Corporation, Philippines
- Star Paper Mills Limited - India
- Parry Sugars Refinery, India
- Siam City Cement - Thailand
- CIMB Investment Bank - Malaysia
- Baramulti Group, Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- White Energy Company Limited
- AsiaOL BioFuels Corp., Philippines
- Vedanta Resources Plc - India
- Sakthi Sugars Limited - India
- Videocon Industries ltd - India
- Kideco Jaya Agung - Indonesia
- Larsen & Toubro Limited - India
- Energy Development Corp, Philippines
- Mjunction Services Limited - India
- Binh Thuan Hamico - Vietnam
- Georgia Ports Authority, United States
- Indian Oil Corporation Limited
- Jindal Steel & Power Ltd - India
- Manunggal Multi Energi - Indonesia
- London Commodity Brokers - England
- Bhushan Steel Limited - India
- Deloitte Consulting - India
- ICICI Bank Limited - India
- Savvy Resources Ltd - HongKong
- New Zealand Coal & Carbon
- Bukit Makmur.PT - Indonesia
- Holcim Trading Pte Ltd - Singapore
- LBH Netherlands Bv - Netherlands
- Meralco Power Generation, Philippines
- Africa Commodities Group - South Africa
- Billiton Holdings Pty Ltd - Australia
- Directorate Of Revenue Intelligence - India
- PNOC Exploration Corporation - Philippines
- Rio Tinto Coal - Australia
- Eastern Energy - Thailand
- Kohat Cement Company Ltd. - Pakistan
- Iligan Light & Power Inc, Philippines
- Heidelberg Cement - Germany
- Leighton Contractors Pty Ltd - Australia
- Xindia Steels Limited - India
- Siam City Cement PLC, Thailand
- Bayan Resources Tbk. - Indonesia
- ASAPP Information Group - India
- Eastern Coal Council - USA
- Kartika Selabumi Mining - Indonesia
- Makarim & Taira - Indonesia
- Chamber of Mines of South Africa
- Wilmar Investment Holdings
- European Bulk Services B.V. - Netherlands
- Indonesian Coal Mining Association
- Parliament of New Zealand
- Kobexindo Tractors - Indoneisa
- GN Power Mariveles Coal Plant, Philippines
- Commonwealth Bank - Australia
- Metalloyd Limited - United Kingdom
- Sinarmas Energy and Mining - Indonesia
- Sree Jayajothi Cements Limited - India
- Semirara Mining and Power Corporation, Philippines
- Indogreen Group - Indonesia
- Independent Power Producers Association of India
- Pipit Mutiara Jaya. PT, Indonesia
- Globalindo Alam Lestari - Indonesia
- CNBM International Corporation - China
- PTC India Limited - India
- Riau Bara Harum - Indonesia
- Power Finance Corporation Ltd., India
- Interocean Group of Companies - India
- TeaM Sual Corporation - Philippines
- Minerals Council of Australia
- Neyveli Lignite Corporation Ltd, - India
- GAC Shipping (India) Pvt Ltd
- Toyota Tsusho Corporation, Japan
- Kepco SPC Power Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Bharathi Cement Corporation - India
- Vizag Seaport Private Limited - India
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