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Tuesday, 15 November 16
CHINA, FOR MANY YEARS NOW HAS SERVED AS A MAJOR GROWTH ENGINE FOR ASIA - ALLIED SHIPPING RESEARCH
 It’s been a turbulent couple of days after the announcement of the U.S. Presidential results in the early hours of Wednesday.
After weeks of scaremongering and intense debate, it looks as though the market started to have severe mood swings as to what a Trump presidency would mean to U.S. and more crucially global markets.
According to Allied Shipping research, Wednesday started off in line with what most had anticipated with the U.S. dollar weakening against most major currencies and most commodities witnessing a drop in price with the exception of gold which as always is seen as the typical “safe harbor”.
This was short lived however with both the U.S dollar and commodities quick to rebound and then continue on an upward course up until the time of writing, which was remarkable, to say the least. It seems as though Trump’s talk over huge infrastructure developments and investing to be made under his presidency caused most to see a major increase in demand for most “heavy industry” commodities Allied Shipping noted.
Things however are never so clear cut as the subsequent volatility showed in late trading hours on Friday and early trading hours today. Many traders came to the quick realization that even if the U.S. economy undertakes a massive and successful investment in infrastructure that could boost construction and demand for commodities, this could be as easily overturned by Trump’s other campaign promises regarding trade agreements. His hostility towards Chinese trade and his strong promise to erect massive trade barriers with China in the form of high rate tariffs on imports would likely have a domino effect. China has already shown difficulties over the past year and a half. With China being the world’s largest importer of raw commodities, any setbacks in its economy are likely to have an overall negative effect on global commodities which will be a considerable multiple of any positive effect the U.S. could have in this regard. However, with all this being highly theoretical at this point and with the large majority of Trump’s policies remaining in the realm of the unknown, no one really knows which way things could go. So for now it seems to be a great playing field for market speculators, taking up positions which as they see it could potentially reap them great rewards if their scenarios pan out (or great losses if they don’t). Nevertheless, things seem to be going in a healthy direction for now from the commodities perspective giving a slightly bigger edge to a scenario of an overall boosted global economy moving forward.
Japan’s recently announced latest GDP figures surpassed by a big margin all analysts’ expectations and although this has been mainly attributed to a healthy boost from exports, it indicates their reliance on close cooperation with its trade partners and their respective economic growth trajectory, Allied Shipping Head of Market Research & Asset Valuations said.
This “free trade” most countries depend is even more the case for emerging economies which have been the ones that have been supporting global growth since 2008. Their extraordinary growth figures are not isolated within these countries but also reciprocate increased demand for products and more importantly services from the more developed economies. Japan’s growth in exports has mainly been fueled by demand from China which for many years now has served as a major growth engine for Asia and consumes all sorts of imports from other countries worldwide.
A step towards Trump’s campaign dream of isolated nations would benefit no-one in the long run, however as to what Trump’s dream really is no-one seems to know. It’s anyone’s guess right now which way things will go Allied Shipping research concluded.
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Friday, 06 September 24
REBOUND IN OIL DEMAND COULD LIFT MARKET IN LATTER HALF OF 2024 - BIMCO
Supply/demand
Based on a strong second half demand, the supply/balance is forecast to strengthen in 2024 but weaken slightly in 2025 as n ...
Friday, 06 September 24
GLOBAL SEABORNE LNG TRADE HAS CONTINUED TO INCREASE LAST YEAR - BANCHERO COSTA
Global seaborne LNG trade has continued to increase last year, helped also by the events in Ukraine which forced Europe to diversify away from Russ ...
Wednesday, 28 August 24
SEABORNE COAL IMPORTS INTO INDIA INCREASED BY +9.9% Y-O-Y TO 146.6 MLN T - BANCHERO COSTA
Global coal trade has really picked up pace over the past year, and is now fully back to pre-Covid levels said Banchero Costa Research in its lates ...
Tuesday, 06 August 24
EXERCISE CAUTION WITH AMMONIA SWITCH - BALTIC EXCHANGE
A new study from the Massachusetts Institute of Technology (MIT) has thrown a spanner into the plan to transition ships from diesel fuel to ammonia ...
Friday, 02 August 24
ENERGY MARKET DEVELOPMENTS: COAL AND NATURAL GAS PRICES REACH RECORD HIGHS - WORLD BANK
The recent surge in natural gas and coal prices has been so swift that the main benchmarks were roughly three times higher in 2022Q2 compared to a ...
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- CNBM International Corporation - China
- Kalimantan Lumbung Energi - Indonesia
- Energy Development Corp, Philippines
- Indika Energy - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Gujarat Mineral Development Corp Ltd - India
- Australian Coal Association
- Bukit Asam (Persero) Tbk - Indonesia
- PTC India Limited - India
- Iligan Light & Power Inc, Philippines
- Rio Tinto Coal - Australia
- Mercator Lines Limited - India
- Eastern Coal Council - USA
- Posco Energy - South Korea
- Maheswari Brothers Coal Limited - India
- Sinarmas Energy and Mining - Indonesia
- MS Steel International - UAE
- Minerals Council of Australia
- Essar Steel Hazira Ltd - India
- Electricity Authority, New Zealand
- Global Coal Blending Company Limited - Australia
- Georgia Ports Authority, United States
- Goldman Sachs - Singapore
- Energy Link Ltd, New Zealand
- Tamil Nadu electricity Board
- Metalloyd Limited - United Kingdom
- Oldendorff Carriers - Singapore
- Barasentosa Lestari - Indonesia
- Formosa Plastics Group - Taiwan
- Bharathi Cement Corporation - India
- Wilmar Investment Holdings
- Meenaskhi Energy Private Limited - India
- Australian Commodity Traders Exchange
- Videocon Industries ltd - India
- Wood Mackenzie - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Heidelberg Cement - Germany
- VISA Power Limited - India
- International Coal Ventures Pvt Ltd - India
- Medco Energi Mining Internasional
- Krishnapatnam Port Company Ltd. - India
- Directorate General of MIneral and Coal - Indonesia
- SMG Consultants - Indonesia
- San Jose City I Power Corp, Philippines
- Aditya Birla Group - India
- Kartika Selabumi Mining - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Independent Power Producers Association of India
- Bhushan Steel Limited - India
- Mintek Dendrill Indonesia
- Ind-Barath Power Infra Limited - India
- Carbofer General Trading SA - India
- Sojitz Corporation - Japan
- Kepco SPC Power Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Cigading International Bulk Terminal - Indonesia
- Commonwealth Bank - Australia
- Coal and Oil Company - UAE
- Trasteel International SA, Italy
- Latin American Coal - Colombia
- Deloitte Consulting - India
- Simpson Spence & Young - Indonesia
- Kumho Petrochemical, South Korea
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Manunggal Multi Energi - Indonesia
- Mjunction Services Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Semirara Mining and Power Corporation, Philippines
- Borneo Indobara - Indonesia
- Riau Bara Harum - Indonesia
- European Bulk Services B.V. - Netherlands
- Asmin Koalindo Tuhup - Indonesia
- Bukit Makmur.PT - Indonesia
- SN Aboitiz Power Inc, Philippines
- Central Java Power - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Offshore Bulk Terminal Pte Ltd, Singapore
- PNOC Exploration Corporation - Philippines
- Tata Chemicals Ltd - India
- Karaikal Port Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- GAC Shipping (India) Pvt Ltd
- Bukit Baiduri Energy - Indonesia
- London Commodity Brokers - England
- Rashtriya Ispat Nigam Limited - India
- Power Finance Corporation Ltd., India
- Sical Logistics Limited - India
- McConnell Dowell - Australia
- Coalindo Energy - Indonesia
- Coastal Gujarat Power Limited - India
- Bhoruka Overseas - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Eastern Energy - Thailand
- Sree Jayajothi Cements Limited - India
- Makarim & Taira - Indonesia
- Singapore Mercantile Exchange
- Bayan Resources Tbk. - Indonesia
- Sakthi Sugars Limited - India
- Salva Resources Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Alfred C Toepfer International GmbH - Germany
- Indo Tambangraya Megah - Indonesia
- Grasim Industreis Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- ICICI Bank Limited - India
- Orica Australia Pty. Ltd.
- Uttam Galva Steels Limited - India
- Thiess Contractors Indonesia
- Ministry of Finance - Indonesia
- Electricity Generating Authority of Thailand
- Larsen & Toubro Limited - India
- New Zealand Coal & Carbon
- Meralco Power Generation, Philippines
- Economic Council, Georgia
- SMC Global Power, Philippines
- Vedanta Resources Plc - India
- Antam Resourcindo - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Therma Luzon, Inc, Philippines
- South Luzon Thermal Energy Corporation
- Lanco Infratech Ltd - India
- Kideco Jaya Agung - Indonesia
- Kaltim Prima Coal - Indonesia
- Intertek Mineral Services - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Port Waratah Coal Services - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Orica Mining Services - Indonesia
- Siam City Cement - Thailand
- Neyveli Lignite Corporation Ltd, - India
- Pendopo Energi Batubara - Indonesia
- Ministry of Mines - Canada
- Marubeni Corporation - India
- AsiaOL BioFuels Corp., Philippines
- Parliament of New Zealand
- Attock Cement Pakistan Limited
- Samtan Co., Ltd - South Korea
- Sarangani Energy Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Agrawal Coal Company - India
- Xindia Steels Limited - India
- GMR Energy Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Jaiprakash Power Ventures ltd
- Petron Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- The Treasury - Australian Government
- Global Green Power PLC Corporation, Philippines
- Star Paper Mills Limited - India
- Standard Chartered Bank - UAE
- Parry Sugars Refinery, India
- Chettinad Cement Corporation Ltd - India
- TeaM Sual Corporation - Philippines
- Interocean Group of Companies - India
- Ambuja Cements Ltd - India
- IEA Clean Coal Centre - UK
- Banpu Public Company Limited - Thailand
- Siam City Cement PLC, Thailand
- PowerSource Philippines DevCo
- Indian Energy Exchange, India
- Ceylon Electricity Board - Sri Lanka
- Savvy Resources Ltd - HongKong
- Dalmia Cement Bharat India
- Anglo American - United Kingdom
- Price Waterhouse Coopers - Russia
- White Energy Company Limited
- Globalindo Alam Lestari - Indonesia
- Baramulti Group, Indonesia
- Cement Manufacturers Association - India
- Altura Mining Limited, Indonesia
- Gujarat Sidhee Cement - India
- Leighton Contractors Pty Ltd - Australia
- Ministry of Transport, Egypt
- Mercuria Energy - Indonesia
- Merrill Lynch Commodities Europe
- Kapuas Tunggal Persada - Indonesia
- Jindal Steel & Power Ltd - India
- Kobexindo Tractors - Indoneisa
- ASAPP Information Group - India
- Bahari Cakrawala Sebuku - Indonesia
- Bangladesh Power Developement Board
- India Bulls Power Limited - India
- Romanian Commodities Exchange
- IHS Mccloskey Coal Group - USA
- GN Power Mariveles Coal Plant, Philippines
- Central Electricity Authority - India
- Planning Commission, India
- LBH Netherlands Bv - Netherlands
- Billiton Holdings Pty Ltd - Australia
- Renaissance Capital - South Africa
- Global Business Power Corporation, Philippines
- Semirara Mining Corp, Philippines
- Indogreen Group - Indonesia
- Africa Commodities Group - South Africa
- Chamber of Mines of South Africa
- Pipit Mutiara Jaya. PT, Indonesia
- Bulk Trading Sa - Switzerland
- Binh Thuan Hamico - Vietnam
- Sindya Power Generating Company Private Ltd
- Toyota Tsusho Corporation, Japan
- GVK Power & Infra Limited - India
- The State Trading Corporation of India Ltd
- Edison Trading Spa - Italy
- The University of Queensland
- Malabar Cements Ltd - India
- Madhucon Powers Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Indonesian Coal Mining Association
- Directorate Of Revenue Intelligence - India
- Aboitiz Power Corporation - Philippines
- Bhatia International Limited - India
- Indian Oil Corporation Limited
- OPG Power Generation Pvt Ltd - India
- Thai Mozambique Logistica
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