We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
Tuesday, 14 January 20
SHIPPING MARKET ANALYSIS - ALLIED SHIPBROKING
 Uncertainty in the global geopolitical sphere seems to have not come to an end along with 2019, as 2020 commenced with renewed tensions between the US and Iran.These events escalated considerably and once again brought to the forefront the possibility for further geopolitical instability and disruptions to the global economic ecosystem (including along with it the shipping markets). The shockwaves of the increased tensions between the two countries pushed oil price above the US$ 70 per barrel mark, while gold, the safe haven choice for investors, rose to a seven-year high of around US$1,575/oz. The slowdown noted during the last few days though has helped alleviate recent concerns regarding global trade, but nevertheless the initial signals of 2020 are not exactly encouraging.
The risk of potential supply disruptions in the Middle East region has increased since last week, a fact that could generate significant problems for shipping routes from the Middle East Gulf to Europe and Asia. Despite the assurances made by Saudi Arabian= officials that oil production and supply will not encounter any issues, no one can predict with certainty what the next steps by Iran or the U.S. will be. Oil and LNG are the= commodities that are in the highest danger from the recent escalation in the tensions
between Washington and Teheran. It is worth mentioning that the Strait of Hormuz is the world's most important oil chokepoint with the daily trade passing through in 2018 being estimated at 21 million b/d. Iran had in the past threatened to close the passage in case of war in the region. This uncertainty is likely to lead to higher freight rates in the region (possibly with higher risk insurance premiums), but with the impact that a further escalation may have to the global trade being yet difficult to predict.
Putting the Middle East conflict aside, focus is also placed on the continuing trade tension saga between the US and China, with Phase 1 of the trade deal between the two countries expected to be signed later this week. The effect of this deal is questionable, as the 86-page agreement has not yet been made public, with several experts doubting how effective this deal is. Given that China’s growth rate is expected to decelerate even further this year (World Bank estimates a rate of 5.9% for 2020), market participants are waiting on the trade and economic data that China is expected to publish later this week in order to shape a better view as to the prospects of this Asian giant. The impact from the trade conflict were significant last year, with global trade growth being just 1.4%, the lowest since the 2008 financial crisis. This year global trade growth is expected to slightly improve but with the rate still remaining at comparatively low levels. Meanwhile, at the end of this month, we also expect Britain to leave the EU, a step that will bring the two on the next phase of the negotiation process where the future trading relationship between the two sides will be discussed. The result of these negotiations and the impact that they may have on the global economy is still fairly sketchy. Furthermore, we must not forget that we have the US presidential elections set to take place this November, the result of which will surely have a long-term impact on the US, as well the global economy.
All in all, global growth forecasts are not so optimistic for 2020, with several investment experts suggesting that the likelihood of recession this year has increased and even if we do not encounter one this year, the growth rate will remain close to the low of 2.3-2.5% that we witnessed last year as well.
Yiannis Vamvakas
Research Analyst
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Wednesday, 24 February 21
MARKET INSIGHT - INTERMODAL
With yields of up to 563%, the shares of Greek shipping companies listed on Wall Street are recorded. The Coronavirus pandemic has not significantl ...
Sunday, 21 February 21
ANZ DIVESTING FROM THE WORLD’S LARGEST COAL EXPORT PORT IS 'PRAGMATISM' - IEEFA
The biggest buyers of Australian thermal coal have committed to net-zero emissions
ANZ, Australia’s third largest bank, has decided to s ...
Sunday, 21 February 21
EDITORIAL: TIME FOR BANGLADESH TO FOCUS ON RENEWABLE ENERGY, NOT COAL - DHAKA TRIBUNE
Shifting away from coal is not only desirable, but absolutely necessary in these times.
In spite of being detrimental to environment ...
Wednesday, 17 February 21
STRANDED ASSETS A LONG-TERM RISK FOR MAJOR FOSSIL FUEL EXPORTERS - FITCH RATINGS
Fossil exporters face a loss of GDP, government revenue and export receipts from the transition to a lower-carbon economy over the coming decades. ...
Friday, 12 February 21
U.S: WIND SURPASSED COAL AS NO. 1 FUEL SOURCE IN 2020 FOR SOUTHWEST POWER POOL - IEEFA
Wind energy growth due to geography, design factors, and new installations
Wind surpassed coal as the primary power generation sourc ...
|
|
|
Showing 636 to 640 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Billiton Holdings Pty Ltd - Australia
- Romanian Commodities Exchange
- Energy Development Corp, Philippines
- Directorate Of Revenue Intelligence - India
- Kumho Petrochemical, South Korea
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Coal and Oil Company - UAE
- Uttam Galva Steels Limited - India
- Cement Manufacturers Association - India
- Global Coal Blending Company Limited - Australia
- PetroVietnam Power Coal Import and Supply Company
- Formosa Plastics Group - Taiwan
- Grasim Industreis Ltd - India
- SN Aboitiz Power Inc, Philippines
- CIMB Investment Bank - Malaysia
- Maheswari Brothers Coal Limited - India
- Kapuas Tunggal Persada - Indonesia
- ASAPP Information Group - India
- Aditya Birla Group - India
- Vijayanagar Sugar Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Sarangani Energy Corporation, Philippines
- VISA Power Limited - India
- Interocean Group of Companies - India
- Globalindo Alam Lestari - Indonesia
- Straits Asia Resources Limited - Singapore
- Gujarat Electricity Regulatory Commission - India
- Vizag Seaport Private Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Videocon Industries ltd - India
- Ind-Barath Power Infra Limited - India
- White Energy Company Limited
- Latin American Coal - Colombia
- London Commodity Brokers - England
- Siam City Cement PLC, Thailand
- Thai Mozambique Logistica
- Cigading International Bulk Terminal - Indonesia
- Iligan Light & Power Inc, Philippines
- Semirara Mining Corp, Philippines
- Bukit Baiduri Energy - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Goldman Sachs - Singapore
- Marubeni Corporation - India
- TeaM Sual Corporation - Philippines
- Neyveli Lignite Corporation Ltd, - India
- Rio Tinto Coal - Australia
- Maharashtra Electricity Regulatory Commission - India
- TNB Fuel Sdn Bhd - Malaysia
- Meenaskhi Energy Private Limited - India
- Xindia Steels Limited - India
- Salva Resources Pvt Ltd - India
- Bharathi Cement Corporation - India
- Sakthi Sugars Limited - India
- Sinarmas Energy and Mining - Indonesia
- Metalloyd Limited - United Kingdom
- Chettinad Cement Corporation Ltd - India
- Bulk Trading Sa - Switzerland
- Posco Energy - South Korea
- Power Finance Corporation Ltd., India
- Manunggal Multi Energi - Indonesia
- Ministry of Finance - Indonesia
- GVK Power & Infra Limited - India
- Anglo American - United Kingdom
- Leighton Contractors Pty Ltd - Australia
- McConnell Dowell - Australia
- Sojitz Corporation - Japan
- Banpu Public Company Limited - Thailand
- International Coal Ventures Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Alfred C Toepfer International GmbH - Germany
- Medco Energi Mining Internasional
- Bhushan Steel Limited - India
- Kideco Jaya Agung - Indonesia
- Parry Sugars Refinery, India
- Therma Luzon, Inc, Philippines
- Coalindo Energy - Indonesia
- Gujarat Sidhee Cement - India
- Riau Bara Harum - Indonesia
- Sical Logistics Limited - India
- Indika Energy - Indonesia
- Orica Mining Services - Indonesia
- Minerals Council of Australia
- Baramulti Group, Indonesia
- Holcim Trading Pte Ltd - Singapore
- Directorate General of MIneral and Coal - Indonesia
- PTC India Limited - India
- Star Paper Mills Limited - India
- Coastal Gujarat Power Limited - India
- Karaikal Port Pvt Ltd - India
- Ambuja Cements Ltd - India
- Deloitte Consulting - India
- Kobexindo Tractors - Indoneisa
- LBH Netherlands Bv - Netherlands
- Central Java Power - Indonesia
- PNOC Exploration Corporation - Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kartika Selabumi Mining - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Heidelberg Cement - Germany
- GAC Shipping (India) Pvt Ltd
- Asmin Koalindo Tuhup - Indonesia
- Bhatia International Limited - India
- Dalmia Cement Bharat India
- Georgia Ports Authority, United States
- Independent Power Producers Association of India
- Renaissance Capital - South Africa
- Toyota Tsusho Corporation, Japan
- Indo Tambangraya Megah - Indonesia
- India Bulls Power Limited - India
- AsiaOL BioFuels Corp., Philippines
- Mintek Dendrill Indonesia
- Ceylon Electricity Board - Sri Lanka
- Central Electricity Authority - India
- Antam Resourcindo - Indonesia
- New Zealand Coal & Carbon
- Petron Corporation, Philippines
- Mercuria Energy - Indonesia
- Wood Mackenzie - Singapore
- Edison Trading Spa - Italy
- Africa Commodities Group - South Africa
- Lanco Infratech Ltd - India
- Ministry of Mines - Canada
- Kalimantan Lumbung Energi - Indonesia
- European Bulk Services B.V. - Netherlands
- Singapore Mercantile Exchange
- Timah Investasi Mineral - Indoneisa
- Makarim & Taira - Indonesia
- PowerSource Philippines DevCo
- SMG Consultants - Indonesia
- Thiess Contractors Indonesia
- Parliament of New Zealand
- SMC Global Power, Philippines
- Agrawal Coal Company - India
- Eastern Energy - Thailand
- Bangladesh Power Developement Board
- Intertek Mineral Services - Indonesia
- Oldendorff Carriers - Singapore
- Larsen & Toubro Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Meralco Power Generation, Philippines
- Altura Mining Limited, Indonesia
- Australian Commodity Traders Exchange
- Standard Chartered Bank - UAE
- Binh Thuan Hamico - Vietnam
- Jindal Steel & Power Ltd - India
- The Treasury - Australian Government
- Indonesian Coal Mining Association
- Gujarat Mineral Development Corp Ltd - India
- Merrill Lynch Commodities Europe
- Mercator Lines Limited - India
- Tamil Nadu electricity Board
- San Jose City I Power Corp, Philippines
- The University of Queensland
- Aboitiz Power Corporation - Philippines
- Global Green Power PLC Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- Madhucon Powers Ltd - India
- OPG Power Generation Pvt Ltd - India
- Bukit Makmur.PT - Indonesia
- Australian Coal Association
- Electricity Authority, New Zealand
- Mjunction Services Limited - India
- MS Steel International - UAE
- Sree Jayajothi Cements Limited - India
- Bhoruka Overseas - Indonesia
- Economic Council, Georgia
- Orica Australia Pty. Ltd.
- Price Waterhouse Coopers - Russia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Energy Link Ltd, New Zealand
- Jaiprakash Power Ventures ltd
- Indian Energy Exchange, India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Carbofer General Trading SA - India
- Pendopo Energi Batubara - Indonesia
- Indian Oil Corporation Limited
- ICICI Bank Limited - India
- Tata Chemicals Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Attock Cement Pakistan Limited
- Port Waratah Coal Services - Australia
- Borneo Indobara - Indonesia
- The State Trading Corporation of India Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kepco SPC Power Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Vedanta Resources Plc - India
- Indogreen Group - Indonesia
- Samtan Co., Ltd - South Korea
- Bahari Cakrawala Sebuku - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Sindya Power Generating Company Private Ltd
- Chamber of Mines of South Africa
- Eastern Coal Council - USA
- Planning Commission, India
- Bukit Asam (Persero) Tbk - Indonesia
- Malabar Cements Ltd - India
- Ministry of Transport, Egypt
- Bayan Resources Tbk. - Indonesia
- CNBM International Corporation - China
- Commonwealth Bank - Australia
- Electricity Generating Authority of Thailand
- Savvy Resources Ltd - HongKong
- South Luzon Thermal Energy Corporation
- GN Power Mariveles Coal Plant, Philippines
- Global Business Power Corporation, Philippines
- IEA Clean Coal Centre - UK
- Trasteel International SA, Italy
- Simpson Spence & Young - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Siam City Cement - Thailand
- Semirara Mining and Power Corporation, Philippines
- Barasentosa Lestari - Indonesia
- Kaltim Prima Coal - Indonesia
- Wilmar Investment Holdings
- GMR Energy Limited - India
|
| |
| |
|
