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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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Friday, 26 November 21
CHINA FINDS COMPLIANCE PROBLEMS IN COAL PRICE INDEX PROBE - REUTERS
China’s state planner on Wednesday said it had discovered some “noncompliant” behaviour among coal price index providers as it an ...
Thursday, 25 November 21
SE ASIA POWER DEMAND TO RISE AS STATE SUPPORT MITIGATES COVID-19 IMPACT - FITCH RATINGS
Electricity demand in south-east Asia is likely to increase in 2021, following slow growth or contraction in 2020, thanks to state support that has ...
Thursday, 25 November 21
FITCH RATINGS INCREASES MOST GLOBAL METALS AND MINING PRICE ASSUMPTIONS - FITCH RATINGS
Fitch Ratings has increased most metals and mining price assumptions, particularly those that benefit from increased longer-term demand due to glob ...
Thursday, 25 November 21
CHINA'S COAL PRICE DROPS IN MID-NOVEMBER AMID GOVERNMENT’S SWEEPING MEASURES - GLOBAL TIMES
China’s coal prices have dropped significantly in mid-November compared with the beginning of the month, with the price of coking coal and co ...
Wednesday, 24 November 21
WHY THIS MINING ANALYST IS UPBEAT ON THE IRON ORE PRICE FORECAST - MOTLEY FOOL
In many ways, 2021 can be called the year of the iron ore price. Much of the talk of the ASX town this year has revolved around this key economic m ...
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- Kartika Selabumi Mining - Indonesia
- McConnell Dowell - Australia
- Coalindo Energy - Indonesia
- The Treasury - Australian Government
- Africa Commodities Group - South Africa
- Ceylon Electricity Board - Sri Lanka
- Orica Australia Pty. Ltd.
- SMC Global Power, Philippines
- Therma Luzon, Inc, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Larsen & Toubro Limited - India
- Mercator Lines Limited - India
- Wilmar Investment Holdings
- Toyota Tsusho Corporation, Japan
- Economic Council, Georgia
- Siam City Cement - Thailand
- Indika Energy - Indonesia
- Pendopo Energi Batubara - Indonesia
- OPG Power Generation Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Coal and Oil Company - UAE
- Posco Energy - South Korea
- Energy Link Ltd, New Zealand
- Indo Tambangraya Megah - Indonesia
- Kaltim Prima Coal - Indonesia
- Merrill Lynch Commodities Europe
- Formosa Plastics Group - Taiwan
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- Deloitte Consulting - India
- Oldendorff Carriers - Singapore
- Bhatia International Limited - India
- ASAPP Information Group - India
- IHS Mccloskey Coal Group - USA
- Kepco SPC Power Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Dalmia Cement Bharat India
- Global Green Power PLC Corporation, Philippines
- Romanian Commodities Exchange
- Commonwealth Bank - Australia
- Sindya Power Generating Company Private Ltd
- Star Paper Mills Limited - India
- GN Power Mariveles Coal Plant, Philippines
- European Bulk Services B.V. - Netherlands
- Rashtriya Ispat Nigam Limited - India
- MS Steel International - UAE
- Bangladesh Power Developement Board
- Videocon Industries ltd - India
- Bhushan Steel Limited - India
- Meenaskhi Energy Private Limited - India
- Electricity Authority, New Zealand
- Independent Power Producers Association of India
- Mintek Dendrill Indonesia
- PTC India Limited - India
- Medco Energi Mining Internasional
- Jindal Steel & Power Ltd - India
- Bharathi Cement Corporation - India
- Sree Jayajothi Cements Limited - India
- San Jose City I Power Corp, Philippines
- Leighton Contractors Pty Ltd - Australia
- Rio Tinto Coal - Australia
- Karbindo Abesyapradhi - Indoneisa
- Kideco Jaya Agung - Indonesia
- GAC Shipping (India) Pvt Ltd
- Carbofer General Trading SA - India
- Sinarmas Energy and Mining - Indonesia
- Banpu Public Company Limited - Thailand
- Binh Thuan Hamico - Vietnam
- PetroVietnam Power Coal Import and Supply Company
- Chettinad Cement Corporation Ltd - India
- Aboitiz Power Corporation - Philippines
- The University of Queensland
- Uttam Galva Steels Limited - India
- Kumho Petrochemical, South Korea
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kobexindo Tractors - Indoneisa
- Power Finance Corporation Ltd., India
- Asmin Koalindo Tuhup - Indonesia
- Salva Resources Pvt Ltd - India
- Ministry of Finance - Indonesia
- Indogreen Group - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Standard Chartered Bank - UAE
- Global Business Power Corporation, Philippines
- Indian Oil Corporation Limited
- Maharashtra Electricity Regulatory Commission - India
- Australian Commodity Traders Exchange
- PowerSource Philippines DevCo
- Indian Energy Exchange, India
- Mjunction Services Limited - India
- Goldman Sachs - Singapore
- Interocean Group of Companies - India
- Ministry of Mines - Canada
- Vedanta Resources Plc - India
- Bukit Makmur.PT - Indonesia
- Grasim Industreis Ltd - India
- Cement Manufacturers Association - India
- Ind-Barath Power Infra Limited - India
- Aditya Birla Group - India
- TNB Fuel Sdn Bhd - Malaysia
- Gujarat Sidhee Cement - India
- LBH Netherlands Bv - Netherlands
- Borneo Indobara - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Samtan Co., Ltd - South Korea
- Attock Cement Pakistan Limited
- Sakthi Sugars Limited - India
- Simpson Spence & Young - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Australian Coal Association
- Antam Resourcindo - Indonesia
- Marubeni Corporation - India
- Timah Investasi Mineral - Indoneisa
- Baramulti Group, Indonesia
- Gujarat Electricity Regulatory Commission - India
- Sarangani Energy Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Renaissance Capital - South Africa
- Neyveli Lignite Corporation Ltd, - India
- Bukit Baiduri Energy - Indonesia
- Sical Logistics Limited - India
- Tata Chemicals Ltd - India
- Electricity Generating Authority of Thailand
- Kalimantan Lumbung Energi - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Meralco Power Generation, Philippines
- Madhucon Powers Ltd - India
- Sojitz Corporation - Japan
- Riau Bara Harum - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Bulk Trading Sa - Switzerland
- IEA Clean Coal Centre - UK
- Malabar Cements Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Makarim & Taira - Indonesia
- ICICI Bank Limited - India
- Xindia Steels Limited - India
- Lanco Infratech Ltd - India
- Central Java Power - Indonesia
- Energy Development Corp, Philippines
- Parry Sugars Refinery, India
- Latin American Coal - Colombia
- Ministry of Transport, Egypt
- VISA Power Limited - India
- Vizag Seaport Private Limited - India
- Global Coal Blending Company Limited - Australia
- Mercuria Energy - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Parliament of New Zealand
- Pipit Mutiara Jaya. PT, Indonesia
- Price Waterhouse Coopers - Russia
- Bayan Resources Tbk. - Indonesia
- New Zealand Coal & Carbon
- London Commodity Brokers - England
- Port Waratah Coal Services - Australia
- Singapore Mercantile Exchange
- Straits Asia Resources Limited - Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Petron Corporation, Philippines
- Thiess Contractors Indonesia
- Coastal Gujarat Power Limited - India
- Karaikal Port Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- Altura Mining Limited, Indonesia
- Intertek Mineral Services - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Jaiprakash Power Ventures ltd
- TeaM Sual Corporation - Philippines
- Semirara Mining Corp, Philippines
- Eastern Coal Council - USA
- CNBM International Corporation - China
- Maheswari Brothers Coal Limited - India
- Iligan Light & Power Inc, Philippines
- Orica Mining Services - Indonesia
- Tamil Nadu electricity Board
- Agrawal Coal Company - India
- Kapuas Tunggal Persada - Indonesia
- SMG Consultants - Indonesia
- Georgia Ports Authority, United States
- White Energy Company Limited
- AsiaOL BioFuels Corp., Philippines
- Eastern Energy - Thailand
- Edison Trading Spa - Italy
- Essar Steel Hazira Ltd - India
- Planning Commission, India
- Metalloyd Limited - United Kingdom
- Asia Pacific Energy Resources Ventures Inc, Philippines
- India Bulls Power Limited - India
- Alfred C Toepfer International GmbH - Germany
- Central Electricity Authority - India
- Wood Mackenzie - Singapore
- Ambuja Cements Ltd - India
- GVK Power & Infra Limited - India
- Barasentosa Lestari - Indonesia
- Bhoruka Overseas - Indonesia
- Indonesian Coal Mining Association
- Manunggal Multi Energi - Indonesia
- Minerals Council of Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- International Coal Ventures Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Siam City Cement PLC, Thailand
- Chamber of Mines of South Africa
- Gujarat Mineral Development Corp Ltd - India
- Trasteel International SA, Italy
- Anglo American - United Kingdom
- Heidelberg Cement - Germany
- Krishnapatnam Port Company Ltd. - India
- GMR Energy Limited - India
- Cigading International Bulk Terminal - Indonesia
- Directorate Of Revenue Intelligence - India
- CIMB Investment Bank - Malaysia
- Thai Mozambique Logistica
- Globalindo Alam Lestari - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- The State Trading Corporation of India Ltd
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