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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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Wednesday, 12 June 24
CHINA ACCOUNTS FOR 16.3% OF AUSTRALIA'S COAL EXPORTS, FOLLOWED BY INDIA 14.4% - BANCHERO COSTA
Global coal trade has really picked up pace in recent months, and is now fully back to pre-Covid levels says Banchero Costa in its latest report.
...
Wednesday, 12 June 24
LNG NEWBUILDING VALUES AT RECORD HIGH: 78 NEWBUILD ORDERS PLACED IN 2024, DOUBLING 2023 - VESON NAUTICAL
The number of LNG newbuilding orders have more than doubled from the same period last year where 34 orders were placed, compared to 78 in the first ...
Monday, 10 June 24
CHINA'S MAY COAL IMPORTS RISE 11% ON LOWER DOMESTIC OUTPUT - REUTERS
China’s imports of coal rose 11% in May from a year earlier, customs data and Reuters records showed on Friday, as lower domestic output this ...
Tuesday, 04 June 24
HOW DO WESTERN SANCTIONS ON RUSSIA IMPACT THE GLOBAL METALS, MINING AND COAL MARKETS - WOOD MACKENZIE
The geopolitical landscape for Russia, as a major supplier of various commodities, has undergone a dramatic transformation since the invasion of Uk ...
Friday, 22 March 24
CASE STUDY: DANGERS OF COAL CARGO - SKULD
Recently, a bulk cargo vessel carrying coal from South Africa to Singapore suffered a fatal accident, resulting in the deaths of three crew members ...
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Showing 21 to 25 news of total 6871 |
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- Sindya Power Generating Company Private Ltd
- Price Waterhouse Coopers - Russia
- Mjunction Services Limited - India
- Aditya Birla Group - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Africa Commodities Group - South Africa
- Kaltim Prima Coal - Indonesia
- White Energy Company Limited
- India Bulls Power Limited - India
- Sical Logistics Limited - India
- Thiess Contractors Indonesia
- ICICI Bank Limited - India
- Eastern Energy - Thailand
- Orica Australia Pty. Ltd.
- Bharathi Cement Corporation - India
- Maharashtra Electricity Regulatory Commission - India
- Kobexindo Tractors - Indoneisa
- PNOC Exploration Corporation - Philippines
- Grasim Industreis Ltd - India
- Singapore Mercantile Exchange
- Jorong Barutama Greston.PT - Indonesia
- Merrill Lynch Commodities Europe
- Medco Energi Mining Internasional
- Global Green Power PLC Corporation, Philippines
- Kumho Petrochemical, South Korea
- Meralco Power Generation, Philippines
- Agrawal Coal Company - India
- Sarangani Energy Corporation, Philippines
- CIMB Investment Bank - Malaysia
- PTC India Limited - India
- Ministry of Mines - Canada
- Malabar Cements Ltd - India
- Heidelberg Cement - Germany
- Parry Sugars Refinery, India
- The Treasury - Australian Government
- Savvy Resources Ltd - HongKong
- Therma Luzon, Inc, Philippines
- ASAPP Information Group - India
- Mercator Lines Limited - India
- Energy Development Corp, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Salva Resources Pvt Ltd - India
- Bhushan Steel Limited - India
- Tamil Nadu electricity Board
- Manunggal Multi Energi - Indonesia
- Posco Energy - South Korea
- Rashtriya Ispat Nigam Limited - India
- South Luzon Thermal Energy Corporation
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Romanian Commodities Exchange
- Energy Link Ltd, New Zealand
- Oldendorff Carriers - Singapore
- Timah Investasi Mineral - Indoneisa
- Electricity Generating Authority of Thailand
- Directorate Of Revenue Intelligence - India
- Makarim & Taira - Indonesia
- McConnell Dowell - Australia
- Petrochimia International Co. Ltd.- Taiwan
- GVK Power & Infra Limited - India
- Kepco SPC Power Corporation, Philippines
- Deloitte Consulting - India
- Bukit Makmur.PT - Indonesia
- Coalindo Energy - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Neyveli Lignite Corporation Ltd, - India
- Bhatia International Limited - India
- IEA Clean Coal Centre - UK
- Wood Mackenzie - Singapore
- Jindal Steel & Power Ltd - India
- Economic Council, Georgia
- San Jose City I Power Corp, Philippines
- Altura Mining Limited, Indonesia
- Ministry of Transport, Egypt
- Iligan Light & Power Inc, Philippines
- Siam City Cement PLC, Thailand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Meenaskhi Energy Private Limited - India
- PowerSource Philippines DevCo
- Maheswari Brothers Coal Limited - India
- Mintek Dendrill Indonesia
- Baramulti Group, Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Barasentosa Lestari - Indonesia
- Chettinad Cement Corporation Ltd - India
- Australian Commodity Traders Exchange
- Borneo Indobara - Indonesia
- Simpson Spence & Young - Indonesia
- MS Steel International - UAE
- Indo Tambangraya Megah - Indonesia
- Chamber of Mines of South Africa
- Larsen & Toubro Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Latin American Coal - Colombia
- Planning Commission, India
- European Bulk Services B.V. - Netherlands
- Marubeni Corporation - India
- Bhoruka Overseas - Indonesia
- Banpu Public Company Limited - Thailand
- Tata Chemicals Ltd - India
- Minerals Council of Australia
- TeaM Sual Corporation - Philippines
- Videocon Industries ltd - India
- Ambuja Cements Ltd - India
- Gujarat Electricity Regulatory Commission - India
- AsiaOL BioFuels Corp., Philippines
- Intertek Mineral Services - Indonesia
- Vizag Seaport Private Limited - India
- Central Java Power - Indonesia
- Lanco Infratech Ltd - India
- Sree Jayajothi Cements Limited - India
- Essar Steel Hazira Ltd - India
- Xindia Steels Limited - India
- Bukit Baiduri Energy - Indonesia
- Carbofer General Trading SA - India
- Cement Manufacturers Association - India
- Vijayanagar Sugar Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Indian Oil Corporation Limited
- Ind-Barath Power Infra Limited - India
- Mercuria Energy - Indonesia
- Renaissance Capital - South Africa
- Pipit Mutiara Jaya. PT, Indonesia
- Holcim Trading Pte Ltd - Singapore
- OPG Power Generation Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- The University of Queensland
- Bank of Tokyo Mitsubishi UFJ Ltd
- Madhucon Powers Ltd - India
- Indika Energy - Indonesia
- Metalloyd Limited - United Kingdom
- Directorate General of MIneral and Coal - Indonesia
- Globalindo Alam Lestari - Indonesia
- Thai Mozambique Logistica
- LBH Netherlands Bv - Netherlands
- Krishnapatnam Port Company Ltd. - India
- Karbindo Abesyapradhi - Indoneisa
- Siam City Cement - Thailand
- Indogreen Group - Indonesia
- Bayan Resources Tbk. - Indonesia
- Dalmia Cement Bharat India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Wilmar Investment Holdings
- Port Waratah Coal Services - Australia
- Central Electricity Authority - India
- Global Coal Blending Company Limited - Australia
- Standard Chartered Bank - UAE
- Bangladesh Power Developement Board
- Indian Energy Exchange, India
- Attock Cement Pakistan Limited
- Rio Tinto Coal - Australia
- The State Trading Corporation of India Ltd
- Petron Corporation, Philippines
- Gujarat Sidhee Cement - India
- Billiton Holdings Pty Ltd - Australia
- Antam Resourcindo - Indonesia
- Karaikal Port Pvt Ltd - India
- Parliament of New Zealand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Coastal Gujarat Power Limited - India
- Leighton Contractors Pty Ltd - Australia
- Sakthi Sugars Limited - India
- Commonwealth Bank - Australia
- Samtan Co., Ltd - South Korea
- Independent Power Producers Association of India
- Electricity Authority, New Zealand
- Toyota Tsusho Corporation, Japan
- VISA Power Limited - India
- Coal and Oil Company - UAE
- PetroVietnam Power Coal Import and Supply Company
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- CNBM International Corporation - China
- Jaiprakash Power Ventures ltd
- Pendopo Energi Batubara - Indonesia
- SMG Consultants - Indonesia
- Australian Coal Association
- SMC Global Power, Philippines
- Sojitz Corporation - Japan
- Eastern Coal Council - USA
- Semirara Mining and Power Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Vedanta Resources Plc - India
- Edison Trading Spa - Italy
- Riau Bara Harum - Indonesia
- Binh Thuan Hamico - Vietnam
- Orica Mining Services - Indonesia
- Power Finance Corporation Ltd., India
- SN Aboitiz Power Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Georgia Ports Authority, United States
- London Commodity Brokers - England
- Uttam Galva Steels Limited - India
- Miang Besar Coal Terminal - Indonesia
- Semirara Mining Corp, Philippines
- Ministry of Finance - Indonesia
- New Zealand Coal & Carbon
- Star Paper Mills Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Anglo American - United Kingdom
- Formosa Plastics Group - Taiwan
- Aboitiz Power Corporation - Philippines
- GMR Energy Limited - India
- Sinarmas Energy and Mining - Indonesia
- Interocean Group of Companies - India
- Kideco Jaya Agung - Indonesia
- Trasteel International SA, Italy
- TNB Fuel Sdn Bhd - Malaysia
- Kapuas Tunggal Persada - Indonesia
- Indonesian Coal Mining Association
- Global Business Power Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- GAC Shipping (India) Pvt Ltd
- Alfred C Toepfer International GmbH - Germany
- Goldman Sachs - Singapore
- Asmin Koalindo Tuhup - Indonesia
- International Coal Ventures Pvt Ltd - India
- Bulk Trading Sa - Switzerland
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