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Tuesday, 17 January 23
MARKET INSIGHT - INTERMODAL
 Rumor has it that the New Year has come, to set the pace in, for Russia to continue hostilities against Ukraine. Ten months on the go, into Russia’s latest invasion, the outcome of the war appears to be unclear. The Russian military seems incapable of taking either Kyiv or occupying major territories of the country. Ukrainian forces have gained success and could well continue to make progress in regaining field. The war also could settle into a more protract conflict, with neither side capable of making a decisive breakthrough in the near future.
In the past June, European Union decided to ban both seaborne imports of Russian oil and the provision of specific services derived from Russian oil shipments, in particular insurance and reinsurance industries which EU companies do dominate. The US authorities, which had already banned direct imports of Russian oil, shudder at the ban which would cause oil prices to spike by plunging most Russian exports.
Accordingly, States of great sovereignty, strived towards the tool of capping the price of Russian oil, aimed at pinching Russia’s reserves whilst avoiding a spike in oil prices. However, the mechanism’s high price ceiling and its inability to compel Russia’s affairs with Asia-top tier- customers, undermine its ability to deprive Moscow of substantial revenue and aggravate both political and economic issues against Ukraine.
When the West announced on December 2nd, that they had agreed on a $60 price cap on Russian oil exports, they proclaim it as a valiant achievement in energy stability. But one who thinks this would be a significant tap into Russian oil revenues—and the administration’s ability to fuel its war by bringing to heel Ukraine—was likely to be disappointed. The price cap agreed on by the European Union and quickly endorsed by the United States, G7, and Australia was not bold enough to significantly have an effect on Russian revenues or hamper the conduct of the war. After all, Russian oil has sold at prices in the $60 range for the last several years. Moreover, since Russia’s February invasion of Ukraine, global trades have already limited their offtake of Russian crude to some extent. When countries such as India and China snapped up the surplus, they negotiated steep discounts while the discount for Urals crude, the main Russian benchmark—nearly $40 per barrel compared with Brent oil in the early months of the war—slowly dropped into the low $20 per barrel range, allowing Moscow to continue thriving.
If the price cap starts to influence Russia, it could create political space for further actions by throbbing Russian energy revenues. This cap should not be considered as an off energy policy tool- if Russia continues to wage its war, hence same should be seen instead as an interim measure until the next set of energy restrictions are to be imposed, including a lower price cap level.
By Alexandros Christakoudis
Tanker Chartering
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, 25 January 24
THE RED SEA ESCALATION IMPLICATIONS ON GLOBAL SEABORNE TRADE - MARIA BERTZELETOU
In recent days, discussions have intensified about the potential impact on the seaborne trade and ton-miles due to the evolving dynamics of market ...
Thursday, 25 January 24
RED SEA SHIPPING DISRUPTIONS KEEP GEOPOLITICAL PREMIUM FOR COMMODITIES - FITCH RATINGS
Shipping disruptions and re-routing away from the Red Sea will maintain the geopolitical premium in the main commodity markets, including for oil a ...
Friday, 19 January 24
INDONESIA TARGETS 710 MLN METRIC TONS COAL OUTPUT IN 2024 AFTER RECORD 2023 - REUTERS
Indonesia, a major thermal coal exporter, aims to produce 710 million metric tons of coal in 2024, its mining minister said on Monday, after postin ...
Friday, 19 January 24
DRUMMOND COLOMBIA COAL OUTPUT ROSE 7.1% IN 2023 - REUTERS
Coal production from miner Drummond’s Colombia operations rose 7.1% in 2023 to 29.5 million metric tons, while exports declined by 2.6% to 27 ...
Friday, 19 January 24
CHINA'S 2023 COAL OUTPUT HITS RECORD HIGH - REUTERS
China’s coal output reached a record high in 2023, data from the statistics bureau showed on Wednesday, amid an ongoing focus on energy secur ...
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- Mercuria Energy - Indonesia
- Australian Commodity Traders Exchange
- The Treasury - Australian Government
- Port Waratah Coal Services - Australia
- Attock Cement Pakistan Limited
- Jaiprakash Power Ventures ltd
- Globalindo Alam Lestari - Indonesia
- Larsen & Toubro Limited - India
- Kideco Jaya Agung - Indonesia
- Xindia Steels Limited - India
- Karaikal Port Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Ministry of Finance - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Bukit Baiduri Energy - Indonesia
- Kobexindo Tractors - Indoneisa
- Sical Logistics Limited - India
- Altura Mining Limited, Indonesia
- AsiaOL BioFuels Corp., Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- McConnell Dowell - Australia
- SMG Consultants - Indonesia
- Wood Mackenzie - Singapore
- Coal and Oil Company - UAE
- Sojitz Corporation - Japan
- Coalindo Energy - Indonesia
- Mjunction Services Limited - India
- Economic Council, Georgia
- SN Aboitiz Power Inc, Philippines
- Malabar Cements Ltd - India
- CIMB Investment Bank - Malaysia
- Latin American Coal - Colombia
- Straits Asia Resources Limited - Singapore
- The University of Queensland
- Miang Besar Coal Terminal - Indonesia
- Vizag Seaport Private Limited - India
- Carbofer General Trading SA - India
- Madhucon Powers Ltd - India
- Minerals Council of Australia
- Parry Sugars Refinery, India
- Kapuas Tunggal Persada - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Krishnapatnam Port Company Ltd. - India
- Samtan Co., Ltd - South Korea
- Electricity Authority, New Zealand
- Baramulti Group, Indonesia
- Salva Resources Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Jindal Steel & Power Ltd - India
- Ind-Barath Power Infra Limited - India
- Essar Steel Hazira Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Coastal Gujarat Power Limited - India
- Edison Trading Spa - Italy
- Directorate Of Revenue Intelligence - India
- Ambuja Cements Ltd - India
- Siam City Cement PLC, Thailand
- Indogreen Group - Indonesia
- Standard Chartered Bank - UAE
- Bulk Trading Sa - Switzerland
- Georgia Ports Authority, United States
- Binh Thuan Hamico - Vietnam
- Vijayanagar Sugar Pvt Ltd - India
- Vedanta Resources Plc - India
- Borneo Indobara - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Global Coal Blending Company Limited - Australia
- Petrochimia International Co. Ltd.- Taiwan
- Oldendorff Carriers - Singapore
- Anglo American - United Kingdom
- Sindya Power Generating Company Private Ltd
- Tamil Nadu electricity Board
- PowerSource Philippines DevCo
- Grasim Industreis Ltd - India
- Pendopo Energi Batubara - Indonesia
- Timah Investasi Mineral - Indoneisa
- Sree Jayajothi Cements Limited - India
- Indo Tambangraya Megah - Indonesia
- India Bulls Power Limited - India
- Makarim & Taira - Indonesia
- Kepco SPC Power Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- Tata Chemicals Ltd - India
- Trasteel International SA, Italy
- Indika Energy - Indonesia
- Australian Coal Association
- London Commodity Brokers - England
- IEA Clean Coal Centre - UK
- Independent Power Producers Association of India
- Rio Tinto Coal - Australia
- Cement Manufacturers Association - India
- Commonwealth Bank - Australia
- Heidelberg Cement - Germany
- The State Trading Corporation of India Ltd
- Manunggal Multi Energi - Indonesia
- Meralco Power Generation, Philippines
- White Energy Company Limited
- Barasentosa Lestari - Indonesia
- Simpson Spence & Young - Indonesia
- Ministry of Mines - Canada
- ASAPP Information Group - India
- South Luzon Thermal Energy Corporation
- Riau Bara Harum - Indonesia
- International Coal Ventures Pvt Ltd - India
- CNBM International Corporation - China
- Bhatia International Limited - India
- Bhoruka Overseas - Indonesia
- Posco Energy - South Korea
- GVK Power & Infra Limited - India
- Indian Oil Corporation Limited
- PetroVietnam Power Coal Import and Supply Company
- Indonesian Coal Mining Association
- Gujarat Electricity Regulatory Commission - India
- Eastern Energy - Thailand
- LBH Netherlands Bv - Netherlands
- OPG Power Generation Pvt Ltd - India
- Planning Commission, India
- Orica Mining Services - Indonesia
- Chamber of Mines of South Africa
- GMR Energy Limited - India
- Maheswari Brothers Coal Limited - India
- Bukit Makmur.PT - Indonesia
- Videocon Industries ltd - India
- Aboitiz Power Corporation - Philippines
- Africa Commodities Group - South Africa
- PTC India Limited - India
- IHS Mccloskey Coal Group - USA
- Leighton Contractors Pty Ltd - Australia
- Mintek Dendrill Indonesia
- Wilmar Investment Holdings
- Therma Luzon, Inc, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Thai Mozambique Logistica
- Energy Link Ltd, New Zealand
- Uttam Galva Steels Limited - India
- Cigading International Bulk Terminal - Indonesia
- Electricity Generating Authority of Thailand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Merrill Lynch Commodities Europe
- Kaltim Prima Coal - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- SMC Global Power, Philippines
- Marubeni Corporation - India
- ICICI Bank Limited - India
- Bharathi Cement Corporation - India
- Semirara Mining Corp, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Bayan Resources Tbk. - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Iligan Light & Power Inc, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Bukit Asam (Persero) Tbk - Indonesia
- Aditya Birla Group - India
- Singapore Mercantile Exchange
- Asmin Koalindo Tuhup - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Kohat Cement Company Ltd. - Pakistan
- Antam Resourcindo - Indonesia
- Meenaskhi Energy Private Limited - India
- Metalloyd Limited - United Kingdom
- Billiton Holdings Pty Ltd - Australia
- Bangladesh Power Developement Board
- Interocean Group of Companies - India
- TeaM Sual Corporation - Philippines
- Indian Energy Exchange, India
- Ministry of Transport, Egypt
- Semirara Mining and Power Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kumho Petrochemical, South Korea
- Agrawal Coal Company - India
- GAC Shipping (India) Pvt Ltd
- Mercator Lines Limited - India
- Parliament of New Zealand
- Romanian Commodities Exchange
- Directorate General of MIneral and Coal - Indonesia
- Eastern Coal Council - USA
- Orica Australia Pty. Ltd.
- MS Steel International - UAE
- San Jose City I Power Corp, Philippines
- Savvy Resources Ltd - HongKong
- New Zealand Coal & Carbon
- Formosa Plastics Group - Taiwan
- Lanco Infratech Ltd - India
- Intertek Mineral Services - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Central Electricity Authority - India
- Banpu Public Company Limited - Thailand
- Sinarmas Energy and Mining - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Goldman Sachs - Singapore
- Deloitte Consulting - India
- Price Waterhouse Coopers - Russia
- Thiess Contractors Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Dalmia Cement Bharat India
- Global Business Power Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Power Finance Corporation Ltd., India
- Sakthi Sugars Limited - India
- Siam City Cement - Thailand
- VISA Power Limited - India
- Gujarat Sidhee Cement - India
- Petron Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Renaissance Capital - South Africa
- Central Java Power - Indonesia
- Bhushan Steel Limited - India
- Star Paper Mills Limited - India
- Toyota Tsusho Corporation, Japan
- Energy Development Corp, Philippines
- Medco Energi Mining Internasional
- Gujarat Mineral Development Corp Ltd - India
- Chettinad Cement Corporation Ltd - India
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