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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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- Bahari Cakrawala Sebuku - Indonesia
- Georgia Ports Authority, United States
- Economic Council, Georgia
- Antam Resourcindo - Indonesia
- Gujarat Sidhee Cement - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Standard Chartered Bank - UAE
- Kideco Jaya Agung - Indonesia
- Goldman Sachs - Singapore
- TeaM Sual Corporation - Philippines
- Bhatia International Limited - India
- Wood Mackenzie - Singapore
- Ind-Barath Power Infra Limited - India
- SMC Global Power, Philippines
- VISA Power Limited - India
- Africa Commodities Group - South Africa
- Directorate Of Revenue Intelligence - India
- Grasim Industreis Ltd - India
- Ministry of Transport, Egypt
- Larsen & Toubro Limited - India
- Indika Energy - Indonesia
- London Commodity Brokers - England
- Alfred C Toepfer International GmbH - Germany
- GN Power Mariveles Coal Plant, Philippines
- McConnell Dowell - Australia
- Chettinad Cement Corporation Ltd - India
- SN Aboitiz Power Inc, Philippines
- GAC Shipping (India) Pvt Ltd
- IHS Mccloskey Coal Group - USA
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sindya Power Generating Company Private Ltd
- Anglo American - United Kingdom
- Bayan Resources Tbk. - Indonesia
- Central Electricity Authority - India
- Barasentosa Lestari - Indonesia
- Australian Coal Association
- South Luzon Thermal Energy Corporation
- Borneo Indobara - Indonesia
- Agrawal Coal Company - India
- Riau Bara Harum - Indonesia
- Makarim & Taira - Indonesia
- Electricity Generating Authority of Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- Manunggal Multi Energi - Indonesia
- Thiess Contractors Indonesia
- Bharathi Cement Corporation - India
- Indogreen Group - Indonesia
- Trasteel International SA, Italy
- IEA Clean Coal Centre - UK
- Siam City Cement - Thailand
- Banpu Public Company Limited - Thailand
- Gujarat Mineral Development Corp Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Eastern Energy - Thailand
- Siam City Cement PLC, Thailand
- Minerals Council of Australia
- Binh Thuan Hamico - Vietnam
- Baramulti Group, Indonesia
- Bukit Makmur.PT - Indonesia
- Edison Trading Spa - Italy
- Orica Australia Pty. Ltd.
- Semirara Mining Corp, Philippines
- Thai Mozambique Logistica
- Ministry of Finance - Indonesia
- Energy Development Corp, Philippines
- Central Java Power - Indonesia
- Tamil Nadu electricity Board
- Malabar Cements Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Rashtriya Ispat Nigam Limited - India
- Altura Mining Limited, Indonesia
- Iligan Light & Power Inc, Philippines
- Bhushan Steel Limited - India
- Independent Power Producers Association of India
- Pendopo Energi Batubara - Indonesia
- Commonwealth Bank - Australia
- Chamber of Mines of South Africa
- Aditya Birla Group - India
- European Bulk Services B.V. - Netherlands
- Kohat Cement Company Ltd. - Pakistan
- Ceylon Electricity Board - Sri Lanka
- Billiton Holdings Pty Ltd - Australia
- Petron Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Sojitz Corporation - Japan
- Bangladesh Power Developement Board
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- MS Steel International - UAE
- Bukit Asam (Persero) Tbk - Indonesia
- Tata Chemicals Ltd - India
- Vedanta Resources Plc - India
- Indonesian Coal Mining Association
- Global Green Power PLC Corporation, Philippines
- Sical Logistics Limited - India
- GMR Energy Limited - India
- Essar Steel Hazira Ltd - India
- Videocon Industries ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Bhoruka Overseas - Indonesia
- Kobexindo Tractors - Indoneisa
- Timah Investasi Mineral - Indoneisa
- Petrochimia International Co. Ltd.- Taiwan
- Interocean Group of Companies - India
- Mercator Lines Limited - India
- Jindal Steel & Power Ltd - India
- Carbofer General Trading SA - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Maheswari Brothers Coal Limited - India
- Globalindo Alam Lestari - Indonesia
- Salva Resources Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- Indian Oil Corporation Limited
- Parry Sugars Refinery, India
- Cement Manufacturers Association - India
- Kapuas Tunggal Persada - Indonesia
- Straits Asia Resources Limited - Singapore
- Marubeni Corporation - India
- Uttam Galva Steels Limited - India
- Medco Energi Mining Internasional
- Aboitiz Power Corporation - Philippines
- Bukit Baiduri Energy - Indonesia
- Indo Tambangraya Megah - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Mintek Dendrill Indonesia
- Simpson Spence & Young - Indonesia
- AsiaOL BioFuels Corp., Philippines
- LBH Netherlands Bv - Netherlands
- Meenaskhi Energy Private Limited - India
- Lanco Infratech Ltd - India
- Dalmia Cement Bharat India
- Ministry of Mines - Canada
- SMG Consultants - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Rio Tinto Coal - Australia
- Maharashtra Electricity Regulatory Commission - India
- Posco Energy - South Korea
- Merrill Lynch Commodities Europe
- PTC India Limited - India
- Kaltim Prima Coal - Indonesia
- Bulk Trading Sa - Switzerland
- Eastern Coal Council - USA
- Karbindo Abesyapradhi - Indoneisa
- OPG Power Generation Pvt Ltd - India
- GVK Power & Infra Limited - India
- Heidelberg Cement - Germany
- Coastal Gujarat Power Limited - India
- Oldendorff Carriers - Singapore
- Singapore Mercantile Exchange
- CNBM International Corporation - China
- Kartika Selabumi Mining - Indonesia
- Deloitte Consulting - India
- Electricity Authority, New Zealand
- Mjunction Services Limited - India
- Power Finance Corporation Ltd., India
- Semirara Mining and Power Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Sakthi Sugars Limited - India
- Latin American Coal - Colombia
- Coalindo Energy - Indonesia
- CIMB Investment Bank - Malaysia
- India Bulls Power Limited - India
- White Energy Company Limited
- International Coal Ventures Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Samtan Co., Ltd - South Korea
- Toyota Tsusho Corporation, Japan
- Directorate General of MIneral and Coal - Indonesia
- Ambuja Cements Ltd - India
- Renaissance Capital - South Africa
- Savvy Resources Ltd - HongKong
- Wilmar Investment Holdings
- Romanian Commodities Exchange
- Sarangani Energy Corporation, Philippines
- Global Business Power Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Meralco Power Generation, Philippines
- Intertek Mineral Services - Indonesia
- Kepco SPC Power Corporation, Philippines
- Xindia Steels Limited - India
- Vizag Seaport Private Limited - India
- Leighton Contractors Pty Ltd - Australia
- Planning Commission, India
- The Treasury - Australian Government
- Cigading International Bulk Terminal - Indonesia
- The University of Queensland
- Neyveli Lignite Corporation Ltd, - India
- Mercuria Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Gujarat Electricity Regulatory Commission - India
- The State Trading Corporation of India Ltd
- Attock Cement Pakistan Limited
- Karaikal Port Pvt Ltd - India
- ICICI Bank Limited - India
- San Jose City I Power Corp, Philippines
- Indian Energy Exchange, India
- Price Waterhouse Coopers - Russia
- Orica Mining Services - Indonesia
- ASAPP Information Group - India
- Coal and Oil Company - UAE
- Krishnapatnam Port Company Ltd. - India
- PetroVietnam Power Coal Import and Supply Company
- Kumho Petrochemical, South Korea
- Australian Commodity Traders Exchange
- Star Paper Mills Limited - India
- Parliament of New Zealand
- Jaiprakash Power Ventures ltd
- Port Waratah Coal Services - Australia
- Global Coal Blending Company Limited - Australia
- New Zealand Coal & Carbon
- PNOC Exploration Corporation - Philippines
- Formosa Plastics Group - Taiwan
- Madhucon Powers Ltd - India
- PowerSource Philippines DevCo
- Energy Link Ltd, New Zealand
- Therma Luzon, Inc, Philippines
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