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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, 23 February 24
STRONG OUTLOOK FOR THE TANKER MARKET IN 2024 AND BEYOND - DNV
Several factors have aligned over the past two years to create a robust and profitable market for tanker owners, which is expected to drive newbuil ...
Friday, 23 February 24
AUSTRALIAN COAL FLOWS TO ASIA HOVER ABOVE LAST YEAR’S VOLUME TONNES - SIGNAL GROUP
In the final days of February, the dry bulk freight market appeared to maintain a relatively stable momentum, particularly evident in the large ves ...
Friday, 23 February 24
RUSSIAN COAL SHIPMENTS FALL 14% AS SANCTIONS BITE - BIMCO
During the first seven weeks of 2024, Russian coal shipments have fallen 14% y/y. Volumes have gradually declined since October 2023 when logistica ...
Thursday, 22 February 24
BIMCO PUBLISHES SHIP FINANCING FORMS TO ENSURE UNINTERRUPTED USE OF SHIPS
BIMCO has published two standard Quiet Enjoyment Letters (QELs), the first standard form QELs available to the industry, to offer a tool that can e ...
Monday, 19 February 24
METALS INVESTMENT: THE DARKEST HOUR IS JUST BEFORE THE DAWN - WOOD MACKENZIE
Things often seem at their worst just before they get better. In terms of meeting our net zero 2050 scenario, we’ve reached a watershed momen ...
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Showing 31 to 35 news of total 6871 |
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- Bharathi Cement Corporation - India
- Kalimantan Lumbung Energi - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Siam City Cement PLC, Thailand
- Energy Development Corp, Philippines
- Indian Oil Corporation Limited
- Attock Cement Pakistan Limited
- Posco Energy - South Korea
- Sinarmas Energy and Mining - Indonesia
- Timah Investasi Mineral - Indoneisa
- Salva Resources Pvt Ltd - India
- India Bulls Power Limited - India
- Wilmar Investment Holdings
- Malabar Cements Ltd - India
- Thai Mozambique Logistica
- Toyota Tsusho Corporation, Japan
- Global Green Power PLC Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Grasim Industreis Ltd - India
- Aditya Birla Group - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Port Waratah Coal Services - Australia
- Straits Asia Resources Limited - Singapore
- Asmin Koalindo Tuhup - Indonesia
- Georgia Ports Authority, United States
- Price Waterhouse Coopers - Russia
- Binh Thuan Hamico - Vietnam
- Siam City Cement - Thailand
- Kohat Cement Company Ltd. - Pakistan
- Indian Energy Exchange, India
- Parliament of New Zealand
- Thiess Contractors Indonesia
- Goldman Sachs - Singapore
- Krishnapatnam Port Company Ltd. - India
- Jorong Barutama Greston.PT - Indonesia
- Bhushan Steel Limited - India
- Mjunction Services Limited - India
- Holcim Trading Pte Ltd - Singapore
- Billiton Holdings Pty Ltd - Australia
- Bhoruka Overseas - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Deloitte Consulting - India
- McConnell Dowell - Australia
- Renaissance Capital - South Africa
- Altura Mining Limited, Indonesia
- Jindal Steel & Power Ltd - India
- Kaltim Prima Coal - Indonesia
- The Treasury - Australian Government
- Antam Resourcindo - Indonesia
- Aboitiz Power Corporation - Philippines
- CNBM International Corporation - China
- Xindia Steels Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Bulk Trading Sa - Switzerland
- Kapuas Tunggal Persada - Indonesia
- Sree Jayajothi Cements Limited - India
- SMG Consultants - Indonesia
- Indonesian Coal Mining Association
- Chettinad Cement Corporation Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- PTC India Limited - India
- CIMB Investment Bank - Malaysia
- ASAPP Information Group - India
- Meenaskhi Energy Private Limited - India
- Central Electricity Authority - India
- Manunggal Multi Energi - Indonesia
- Chamber of Mines of South Africa
- Rashtriya Ispat Nigam Limited - India
- Agrawal Coal Company - India
- Carbofer General Trading SA - India
- Minerals Council of Australia
- Semirara Mining and Power Corporation, Philippines
- Anglo American - United Kingdom
- Miang Besar Coal Terminal - Indonesia
- Trasteel International SA, Italy
- Power Finance Corporation Ltd., India
- Alfred C Toepfer International GmbH - Germany
- Pipit Mutiara Jaya. PT, Indonesia
- Vizag Seaport Private Limited - India
- Metalloyd Limited - United Kingdom
- Gujarat Sidhee Cement - India
- Dalmia Cement Bharat India
- Central Java Power - Indonesia
- Planning Commission, India
- South Luzon Thermal Energy Corporation
- Formosa Plastics Group - Taiwan
- Medco Energi Mining Internasional
- Directorate Of Revenue Intelligence - India
- Bayan Resources Tbk. - Indonesia
- Heidelberg Cement - Germany
- Borneo Indobara - Indonesia
- Parry Sugars Refinery, India
- Interocean Group of Companies - India
- SMC Global Power, Philippines
- Essar Steel Hazira Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Cigading International Bulk Terminal - Indonesia
- GMR Energy Limited - India
- Globalindo Alam Lestari - Indonesia
- Eastern Energy - Thailand
- IEA Clean Coal Centre - UK
- Latin American Coal - Colombia
- Makarim & Taira - Indonesia
- Samtan Co., Ltd - South Korea
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- MS Steel International - UAE
- Australian Coal Association
- OPG Power Generation Pvt Ltd - India
- Oldendorff Carriers - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Tata Chemicals Ltd - India
- Videocon Industries ltd - India
- Riau Bara Harum - Indonesia
- Kartika Selabumi Mining - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- AsiaOL BioFuels Corp., Philippines
- Sarangani Energy Corporation, Philippines
- Madhucon Powers Ltd - India
- Kideco Jaya Agung - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Jaiprakash Power Ventures ltd
- The University of Queensland
- TeaM Sual Corporation - Philippines
- The State Trading Corporation of India Ltd
- Kumho Petrochemical, South Korea
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bukit Makmur.PT - Indonesia
- Petron Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- Sindya Power Generating Company Private Ltd
- Petrochimia International Co. Ltd.- Taiwan
- Mintek Dendrill Indonesia
- Tamil Nadu electricity Board
- Karaikal Port Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Coal and Oil Company - UAE
- Baramulti Group, Indonesia
- Meralco Power Generation, Philippines
- Global Business Power Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Sical Logistics Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bhatia International Limited - India
- Edison Trading Spa - Italy
- LBH Netherlands Bv - Netherlands
- Savvy Resources Ltd - HongKong
- Coalindo Energy - Indonesia
- Banpu Public Company Limited - Thailand
- Bukit Baiduri Energy - Indonesia
- Ambuja Cements Ltd - India
- Electricity Authority, New Zealand
- Bukit Asam (Persero) Tbk - Indonesia
- Indo Tambangraya Megah - Indonesia
- Indika Energy - Indonesia
- SN Aboitiz Power Inc, Philippines
- Merrill Lynch Commodities Europe
- Africa Commodities Group - South Africa
- White Energy Company Limited
- PowerSource Philippines DevCo
- Kepco SPC Power Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Wood Mackenzie - Singapore
- Mercuria Energy - Indonesia
- Romanian Commodities Exchange
- Intertek Mineral Services - Indonesia
- Therma Luzon, Inc, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Maheswari Brothers Coal Limited - India
- International Coal Ventures Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- PNOC Exploration Corporation - Philippines
- Star Paper Mills Limited - India
- Rio Tinto Coal - Australia
- San Jose City I Power Corp, Philippines
- Marubeni Corporation - India
- TNB Fuel Sdn Bhd - Malaysia
- Indogreen Group - Indonesia
- London Commodity Brokers - England
- Bangladesh Power Developement Board
- Commonwealth Bank - Australia
- Vedanta Resources Plc - India
- Simpson Spence & Young - Indonesia
- New Zealand Coal & Carbon
- Independent Power Producers Association of India
- ICICI Bank Limited - India
- Cement Manufacturers Association - India
- GN Power Mariveles Coal Plant, Philippines
- Eastern Coal Council - USA
- Barasentosa Lestari - Indonesia
- Electricity Generating Authority of Thailand
- Orica Mining Services - Indonesia
- Singapore Mercantile Exchange
- Uttam Galva Steels Limited - India
- Larsen & Toubro Limited - India
- Australian Commodity Traders Exchange
- Gujarat Mineral Development Corp Ltd - India
- Ministry of Mines - Canada
- Coastal Gujarat Power Limited - India
- Standard Chartered Bank - UAE
- IHS Mccloskey Coal Group - USA
- Economic Council, Georgia
- Orica Australia Pty. Ltd.
- Semirara Mining Corp, Philippines
- Lanco Infratech Ltd - India
- Iligan Light & Power Inc, Philippines
- Ministry of Transport, Egypt
- Energy Link Ltd, New Zealand
- Sojitz Corporation - Japan
- Global Coal Blending Company Limited - Australia
- Ind-Barath Power Infra Limited - India
- Pendopo Energi Batubara - Indonesia
- Sakthi Sugars Limited - India
- VISA Power Limited - India
- Ministry of Finance - Indonesia
- GVK Power & Infra Limited - India
- Mercator Lines Limited - India
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