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Wednesday, 09 February 22
MARKET INSIGHT - INTERMODAL
 Iron ore prices have jumped significantly in the week prior to the Chinese New Year with traders and producers stocking up on raw materials. China’s stronger-than-expected steel production, combined with an aggressive restocking of inventory levels and the country’s ports had driven iron ore prices well above expectations.
Iron ore stocks have also spiked as analysts upgrade their price forecasts for the commodity on the back of another unexpected recovery. The record prices of last May tumbled unexpectedly fast to under $US100 a tonne, and currently iron ore is taking the pundits again by surprise with a new run that now has it back near $US150/t. The sentiment is apparently still driven by signals about increased infrastructure spending in China and upgraded price forecasts. Nevertheless, and apart from the price of the commodity itself, it is very important that we still see the good fundamentals and dynamics there, which in any case support our overall optimism and hopes that better and more stable freight rates for Capes must be around the corner.
Looking at Australian iron ore exports to China, it is positive to see they remained robust last month despite the backdrop of rising market prices due to multiple factors including weather disruption and labor “shortage” concerns. Industry analysts said the proportion of Australian iron ore in China’s total iron ore imports may be reduced to below 60 percent in 2022 for the first time since 2015, especially as China is still diversifying its sources of supplies and deepening industry upgrading while pursuing low-carbon targets at the same time.
The price of iron ore was also reflected in the rising imports in China in recent weeks, and perhaps it is more important to keep an eye on inventory levels as well. According to data from industry sources, the total inventory of iron ore imported by steel mills across China reached about 117.57 million tons this week, an increase of 470,200 tons from the previous month. Of course it is always possible that the price increase could simply and perhaps only be related to seasonal speculation itself.
Overall since 2015, China’s iron ore imports from Australia and Brazil have accounted for nearly 80 percent of all imports, of which imports from Australia have exceeded 60 percent. Bilateral relations have soured again recently due to Australia’s attitude toward China, which has caused disruption for trade activities. Iron ore exports are still among the few remaining products that are still in high demand in China, partly due to the needs of the domestic construction sector. However, the expectation is that import proportion from Australia in 2022 is likely to drop below 60 percent, having been 61.6 percent in 2021 and 62.5 percent in 2020. We also hear a lot about the change in policy and the potential domestic supply of iron ore in China, not sure however if all this is something that will really re-shape the market dynamics in the future.
By Christopher Whitty,
Director, Towage & Marine Port Services
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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Thursday, 17 February 22
MAJOR INSTITUTIONS PROVIDED OVER $1.5 TRLN TO COAL SECTOR IN 2019-2021, SAYS NGO GROUP - REUTERS
Financial institutions channelled more than $1.5 trillion into the coal industry in loans and underwriting from January 2019 to November 2021, even ...
Thursday, 17 February 22
APAC THERMAL COAL PRICES TO EASE ON END OF INDONESIA EXPORT BAN - FITCH RATINGS
Fitch Ratings-Shanghai/Singapore-14 February 2022: APAC thermal coal prices are likely to come under pressure in the near term due to seasonally we ...
Tuesday, 15 February 22
IS ANOTHER COAL SHORTAGE CRISIS LOOMING OVER INDIA? - BUSINESS STANDARD
In December last year, the Federation of Indian Mineral Industries (FIMI) shot off a letter to the Prime Minister claiming that the coal crisis was ...
Tuesday, 15 February 22
THERMAL COAL'S RECORD PRICE RUN MAY END UP ITS OWN WORST ENEMY - REUTERS
The price of benchmark Australian thermal coal rose last week to trade near record highs, providing a short-term boost to producers but increasing ...
Thursday, 10 February 22
INDONESIA: COAL EXPORT BAN - SKULD
Indonesia's coal export ban in the light of force majeure and off-hire clauses
In January 2022, Indonesia, the world's biggest exporte ...
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- Indian Oil Corporation Limited
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- Anglo American - United Kingdom
- Lanco Infratech Ltd - India
- Sarangani Energy Corporation, Philippines
- Jindal Steel & Power Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Formosa Plastics Group - Taiwan
- Coastal Gujarat Power Limited - India
- ASAPP Information Group - India
- Krishnapatnam Port Company Ltd. - India
- San Jose City I Power Corp, Philippines
- The University of Queensland
- Baramulti Group, Indonesia
- Indika Energy - Indonesia
- Global Business Power Corporation, Philippines
- Tamil Nadu electricity Board
- Port Waratah Coal Services - Australia
- New Zealand Coal & Carbon
- Eastern Coal Council - USA
- Australian Commodity Traders Exchange
- Aboitiz Power Corporation - Philippines
- Meenaskhi Energy Private Limited - India
- Merrill Lynch Commodities Europe
- Economic Council, Georgia
- Bukit Asam (Persero) Tbk - Indonesia
- Salva Resources Pvt Ltd - India
- London Commodity Brokers - England
- Renaissance Capital - South Africa
- Dalmia Cement Bharat India
- Bhatia International Limited - India
- Thiess Contractors Indonesia
- PowerSource Philippines DevCo
- Commonwealth Bank - Australia
- Global Coal Blending Company Limited - Australia
- Directorate General of MIneral and Coal - Indonesia
- South Luzon Thermal Energy Corporation
- Intertek Mineral Services - Indonesia
- Toyota Tsusho Corporation, Japan
- Electricity Authority, New Zealand
- Karaikal Port Pvt Ltd - India
- Star Paper Mills Limited - India
- GN Power Mariveles Coal Plant, Philippines
- IEA Clean Coal Centre - UK
- Jorong Barutama Greston.PT - Indonesia
- Chamber of Mines of South Africa
- OPG Power Generation Pvt Ltd - India
- Ministry of Mines - Canada
- Miang Besar Coal Terminal - Indonesia
- Savvy Resources Ltd - HongKong
- Standard Chartered Bank - UAE
- Riau Bara Harum - Indonesia
- Samtan Co., Ltd - South Korea
- Bangladesh Power Developement Board
- Coal and Oil Company - UAE
- Malabar Cements Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Ind-Barath Power Infra Limited - India
- Energy Link Ltd, New Zealand
- Carbofer General Trading SA - India
- Australian Coal Association
- Trasteel International SA, Italy
- Vijayanagar Sugar Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Parry Sugars Refinery, India
- Kartika Selabumi Mining - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Sree Jayajothi Cements Limited - India
- McConnell Dowell - Australia
- Indo Tambangraya Megah - Indonesia
- Xindia Steels Limited - India
- Deloitte Consulting - India
- Coalindo Energy - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Straits Asia Resources Limited - Singapore
- Sojitz Corporation - Japan
- Georgia Ports Authority, United States
- Madhucon Powers Ltd - India
- Tata Chemicals Ltd - India
- Semirara Mining Corp, Philippines
- CNBM International Corporation - China
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- GMR Energy Limited - India
- Barasentosa Lestari - Indonesia
- SMC Global Power, Philippines
- Mercator Lines Limited - India
- European Bulk Services B.V. - Netherlands
- Bharathi Cement Corporation - India
- Wilmar Investment Holdings
- TNB Fuel Sdn Bhd - Malaysia
- Bulk Trading Sa - Switzerland
- Alfred C Toepfer International GmbH - Germany
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Maharashtra Electricity Regulatory Commission - India
- Cigading International Bulk Terminal - Indonesia
- Mercuria Energy - Indonesia
- Posco Energy - South Korea
- Global Green Power PLC Corporation, Philippines
- Kumho Petrochemical, South Korea
- Heidelberg Cement - Germany
- Bhushan Steel Limited - India
- Orica Australia Pty. Ltd.
- GVK Power & Infra Limited - India
- Iligan Light & Power Inc, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Thai Mozambique Logistica
- GAC Shipping (India) Pvt Ltd
- Kepco SPC Power Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- India Bulls Power Limited - India
- Central Electricity Authority - India
- VISA Power Limited - India
- Essar Steel Hazira Ltd - India
- Meralco Power Generation, Philippines
- Oldendorff Carriers - Singapore
- Kobexindo Tractors - Indoneisa
- Larsen & Toubro Limited - India
- Price Waterhouse Coopers - Russia
- Indian Energy Exchange, India
- PTC India Limited - India
- Videocon Industries ltd - India
- Attock Cement Pakistan Limited
- Timah Investasi Mineral - Indoneisa
- Directorate Of Revenue Intelligence - India
- Bhoruka Overseas - Indonesia
- Bukit Makmur.PT - Indonesia
- Binh Thuan Hamico - Vietnam
- Independent Power Producers Association of India
- Maheswari Brothers Coal Limited - India
- Billiton Holdings Pty Ltd - Australia
- Ministry of Transport, Egypt
- Makarim & Taira - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Electricity Generating Authority of Thailand
- Sindya Power Generating Company Private Ltd
- IHS Mccloskey Coal Group - USA
- Pendopo Energi Batubara - Indonesia
- Eastern Energy - Thailand
- International Coal Ventures Pvt Ltd - India
- Mintek Dendrill Indonesia
- Latin American Coal - Colombia
- Altura Mining Limited, Indonesia
- Goldman Sachs - Singapore
- The Treasury - Australian Government
- Sakthi Sugars Limited - India
- Siam City Cement - Thailand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indonesian Coal Mining Association
- Marubeni Corporation - India
- Bayan Resources Tbk. - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Kapuas Tunggal Persada - Indonesia
- Singapore Mercantile Exchange
- Parliament of New Zealand
- White Energy Company Limited
- Sinarmas Energy and Mining - Indonesia
- Siam City Cement PLC, Thailand
- Power Finance Corporation Ltd., India
- MS Steel International - UAE
- Grasim Industreis Ltd - India
- The State Trading Corporation of India Ltd
- Banpu Public Company Limited - Thailand
- Kaltim Prima Coal - Indonesia
- Orica Mining Services - Indonesia
- Vedanta Resources Plc - India
- CIMB Investment Bank - Malaysia
- Uttam Galva Steels Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- SN Aboitiz Power Inc, Philippines
- Cement Manufacturers Association - India
- LBH Netherlands Bv - Netherlands
- Interocean Group of Companies - India
- Bahari Cakrawala Sebuku - Indonesia
- Central Java Power - Indonesia
- ICICI Bank Limited - India
- Manunggal Multi Energi - Indonesia
- Rio Tinto Coal - Australia
- SMG Consultants - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Chettinad Cement Corporation Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Petron Corporation, Philippines
- Ministry of Finance - Indonesia
- Edison Trading Spa - Italy
- Medco Energi Mining Internasional
- Petrochimia International Co. Ltd.- Taiwan
- Metalloyd Limited - United Kingdom
- Minerals Council of Australia
- TeaM Sual Corporation - Philippines
- Romanian Commodities Exchange
- Rashtriya Ispat Nigam Limited - India
- Mjunction Services Limited - India
- Antam Resourcindo - Indonesia
- Kideco Jaya Agung - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Wood Mackenzie - Singapore
- Kohat Cement Company Ltd. - Pakistan
- Neyveli Lignite Corporation Ltd, - India
- Borneo Indobara - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Ambuja Cements Ltd - India
- Vizag Seaport Private Limited - India
- Planning Commission, India
- Globalindo Alam Lestari - Indonesia
- Aditya Birla Group - India
- Simpson Spence & Young - Indonesia
- Africa Commodities Group - South Africa
- Agrawal Coal Company - India
- Gujarat Sidhee Cement - India
- Indogreen Group - Indonesia
- PNOC Exploration Corporation - Philippines
- Bukit Baiduri Energy - Indonesia
- Jaiprakash Power Ventures ltd
- Sical Logistics Limited - India
- Karbindo Abesyapradhi - Indoneisa
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