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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, 02 August 24
COAL MARKET DEVELOPMENTS: FALLING PRICES AMID RECORD-HIGH OUTPUT - WORLD BANK
Coal prices inched up in May (m/m) following an 8 percent decline in 2024Q1. The Australian and South African benchmarks have plummeted more ...
Friday, 26 July 24
FUELEU MARITME IS COMING. IS YOUR CHARTERPARTY READY? - GARD
With less than six months to implementation of FuelEU Maritime in EU and EEA trades, there has been little published advice regarding how to alloca ...
Thursday, 04 July 24
INDIA'S COAL PRODUCTION RISES 14% IN JUNE - PTI
The country’s coal production rose by 14.49% to 84.63 million tonne (MT) in June. The country’s coal output was 73.92 MT in June last f ...
Tuesday, 02 July 24
NTPC CAPTIVE COAL OUTPUT GROWS 15% IN Q1; DESPATCH RISES 17%
State-owned NTPC on Monday reported a 15 per cent year-on-year increase in the production of coal from captives mines to 9.862 metric million tonne ...
Friday, 28 June 24
KOSPO INVITED BIDS FOR 400,000 MT OF MINIMUM 4000 NCV COAL FOR FIVE YEARS
Korea Southern Power Co., Ltd. (KOSPO), is inviting bids for total 400,000 MT of Low Calorific Value Coal for 5 years starting from July 2024 until ...
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Showing 6 to 10 news of total 6871 |
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- Chamber of Mines of South Africa
- Bukit Baiduri Energy - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Electricity Authority, New Zealand
- McConnell Dowell - Australia
- Bulk Trading Sa - Switzerland
- SN Aboitiz Power Inc, Philippines
- Sinarmas Energy and Mining - Indonesia
- Makarim & Taira - Indonesia
- Bhoruka Overseas - Indonesia
- Coastal Gujarat Power Limited - India
- Medco Energi Mining Internasional
- Petron Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- IHS Mccloskey Coal Group - USA
- PNOC Exploration Corporation - Philippines
- Central Electricity Authority - India
- Australian Coal Association
- Agrawal Coal Company - India
- Bukit Makmur.PT - Indonesia
- Merrill Lynch Commodities Europe
- Meenaskhi Energy Private Limited - India
- Savvy Resources Ltd - HongKong
- GAC Shipping (India) Pvt Ltd
- Wilmar Investment Holdings
- Carbofer General Trading SA - India
- Semirara Mining Corp, Philippines
- Karbindo Abesyapradhi - Indoneisa
- OPG Power Generation Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Eastern Coal Council - USA
- Indogreen Group - Indonesia
- LBH Netherlands Bv - Netherlands
- Neyveli Lignite Corporation Ltd, - India
- Mercator Lines Limited - India
- Kartika Selabumi Mining - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Gujarat Mineral Development Corp Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Orica Mining Services - Indonesia
- Iligan Light & Power Inc, Philippines
- CIMB Investment Bank - Malaysia
- Therma Luzon, Inc, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Formosa Plastics Group - Taiwan
- Borneo Indobara - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- San Jose City I Power Corp, Philippines
- Coal and Oil Company - UAE
- India Bulls Power Limited - India
- PTC India Limited - India
- Krishnapatnam Port Company Ltd. - India
- Singapore Mercantile Exchange
- Aboitiz Power Corporation - Philippines
- Kalimantan Lumbung Energi - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- ASAPP Information Group - India
- Parry Sugars Refinery, India
- Vijayanagar Sugar Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Essar Steel Hazira Ltd - India
- Chettinad Cement Corporation Ltd - India
- White Energy Company Limited
- Bahari Cakrawala Sebuku - Indonesia
- Oldendorff Carriers - Singapore
- Mjunction Services Limited - India
- Kohat Cement Company Ltd. - Pakistan
- London Commodity Brokers - England
- PowerSource Philippines DevCo
- Binh Thuan Hamico - Vietnam
- Romanian Commodities Exchange
- VISA Power Limited - India
- Barasentosa Lestari - Indonesia
- Vedanta Resources Plc - India
- Aditya Birla Group - India
- The University of Queensland
- Siam City Cement - Thailand
- Kepco SPC Power Corporation, Philippines
- Ambuja Cements Ltd - India
- Kobexindo Tractors - Indoneisa
- Wood Mackenzie - Singapore
- Sakthi Sugars Limited - India
- Kumho Petrochemical, South Korea
- Siam City Cement PLC, Thailand
- Heidelberg Cement - Germany
- Manunggal Multi Energi - Indonesia
- Trasteel International SA, Italy
- Sarangani Energy Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Latin American Coal - Colombia
- Economic Council, Georgia
- Central Java Power - Indonesia
- Bhatia International Limited - India
- Semirara Mining and Power Corporation, Philippines
- Dalmia Cement Bharat India
- Altura Mining Limited, Indonesia
- Commonwealth Bank - Australia
- Antam Resourcindo - Indonesia
- Banpu Public Company Limited - Thailand
- International Coal Ventures Pvt Ltd - India
- Minerals Council of Australia
- Karaikal Port Pvt Ltd - India
- Star Paper Mills Limited - India
- Timah Investasi Mineral - Indoneisa
- Independent Power Producers Association of India
- Global Green Power PLC Corporation, Philippines
- Samtan Co., Ltd - South Korea
- Tamil Nadu electricity Board
- Energy Development Corp, Philippines
- Coalindo Energy - Indonesia
- Globalindo Alam Lestari - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Mercuria Energy - Indonesia
- The Treasury - Australian Government
- Salva Resources Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Jaiprakash Power Ventures ltd
- Power Finance Corporation Ltd., India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Leighton Contractors Pty Ltd - Australia
- Cement Manufacturers Association - India
- Indian Energy Exchange, India
- The State Trading Corporation of India Ltd
- Maheswari Brothers Coal Limited - India
- Malabar Cements Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Indo Tambangraya Megah - Indonesia
- Interocean Group of Companies - India
- Vizag Seaport Private Limited - India
- New Zealand Coal & Carbon
- Renaissance Capital - South Africa
- Posco Energy - South Korea
- Sical Logistics Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Indian Oil Corporation Limited
- Tata Chemicals Ltd - India
- Port Waratah Coal Services - Australia
- Energy Link Ltd, New Zealand
- TeaM Sual Corporation - Philippines
- Indika Energy - Indonesia
- Metalloyd Limited - United Kingdom
- Ministry of Mines - Canada
- IEA Clean Coal Centre - UK
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Orica Australia Pty. Ltd.
- Thai Mozambique Logistica
- Uttam Galva Steels Limited - India
- Global Coal Blending Company Limited - Australia
- Holcim Trading Pte Ltd - Singapore
- Bharathi Cement Corporation - India
- Australian Commodity Traders Exchange
- Attock Cement Pakistan Limited
- Videocon Industries ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Straits Asia Resources Limited - Singapore
- Eastern Energy - Thailand
- Gujarat Sidhee Cement - India
- Jorong Barutama Greston.PT - Indonesia
- Larsen & Toubro Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Sree Jayajothi Cements Limited - India
- MS Steel International - UAE
- Ministry of Transport, Egypt
- Anglo American - United Kingdom
- GVK Power & Infra Limited - India
- European Bulk Services B.V. - Netherlands
- Ministry of Finance - Indonesia
- GMR Energy Limited - India
- Lanco Infratech Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Mintek Dendrill Indonesia
- Toyota Tsusho Corporation, Japan
- Meralco Power Generation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Price Waterhouse Coopers - Russia
- Marubeni Corporation - India
- Thiess Contractors Indonesia
- Kaltim Prima Coal - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Standard Chartered Bank - UAE
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Ind-Barath Power Infra Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Madhucon Powers Ltd - India
- Pendopo Energi Batubara - Indonesia
- Deloitte Consulting - India
- Electricity Generating Authority of Thailand
- Baramulti Group, Indonesia
- Intertek Mineral Services - Indonesia
- Rio Tinto Coal - Australia
- SMC Global Power, Philippines
- Bangladesh Power Developement Board
- Miang Besar Coal Terminal - Indonesia
- Georgia Ports Authority, United States
- Riau Bara Harum - Indonesia
- South Luzon Thermal Energy Corporation
- Parliament of New Zealand
- Xindia Steels Limited - India
- Directorate Of Revenue Intelligence - India
- Goldman Sachs - Singapore
- CNBM International Corporation - China
- Indonesian Coal Mining Association
- Simpson Spence & Young - Indonesia
- Kideco Jaya Agung - Indonesia
- Sojitz Corporation - Japan
- ICICI Bank Limited - India
- SMG Consultants - Indonesia
- Edison Trading Spa - Italy
- Planning Commission, India
- Alfred C Toepfer International GmbH - Germany
- Grasim Industreis Ltd - India
- Bhushan Steel Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- Africa Commodities Group - South Africa
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