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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
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Wednesday, 10 February 21
FY21 COAL DEMAND MAY BE LOWER THAN PREVIOUSLY ESTIMATED DUE TO COVID-19: PRALHAD JOSHI - PTI
Coal demand in the current fiscal may be lower than the initial estimate of 1,085 million tonnes (MT) due to the impact of COVID-19, Parliament was ...
Wednesday, 10 February 21
MARKET INSIGHT - INTERMODAL
We have just entered February, Chinese New Year holidays are about to start and the SnP market for bulkers is so hot as every seller would dream of ...
Tuesday, 09 February 21
SWITCHING COAL PLANTS TO PLN'S BIOMASS COFIRING PLAN IS NO MAGIC BULLET - IEEFA
Implementation risks for Indonesia PLN's switch from coal to biomass cofiring
PLN’s biomass cofiring plan will require not ...
Friday, 05 February 21
THE INDONESIA COAL PRICE REFERENCE FOR FEBRUARY 2021 SETTLES AT US$ 87.79 PER TON FOB VESSEL
COALspot.com: The Indonesia coal price reference for February 2021 settles at US$ 87.79 per ton FOB vessel. The February reference price is the hig ...
Thursday, 04 February 21
WHY BANGLADESH SHOULDN’T COUNT ON A FOSSIL FUEL FUTURE - IEEFA
Around US$50 billion of LNG projects in Asia at risk of cancellation
Two astonishing figures have circulated in the Asian energy sector in the ...
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- GN Power Mariveles Coal Plant, Philippines
- Ambuja Cements Ltd - India
- Ministry of Finance - Indonesia
- Bhushan Steel Limited - India
- Oldendorff Carriers - Singapore
- Metalloyd Limited - United Kingdom
- San Jose City I Power Corp, Philippines
- Gujarat Sidhee Cement - India
- European Bulk Services B.V. - Netherlands
- Rio Tinto Coal - Australia
- Kaltim Prima Coal - Indonesia
- Power Finance Corporation Ltd., India
- Commonwealth Bank - Australia
- GMR Energy Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Directorate Of Revenue Intelligence - India
- Coal and Oil Company - UAE
- Minerals Council of Australia
- Grasim Industreis Ltd - India
- Energy Development Corp, Philippines
- Bukit Makmur.PT - Indonesia
- Timah Investasi Mineral - Indoneisa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Jaiprakash Power Ventures ltd
- IHS Mccloskey Coal Group - USA
- Deloitte Consulting - India
- McConnell Dowell - Australia
- Antam Resourcindo - Indonesia
- ICICI Bank Limited - India
- Malabar Cements Ltd - India
- Uttam Galva Steels Limited - India
- Medco Energi Mining Internasional
- GVK Power & Infra Limited - India
- Rashtriya Ispat Nigam Limited - India
- Aboitiz Power Corporation - Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Price Waterhouse Coopers - Russia
- Wood Mackenzie - Singapore
- Intertek Mineral Services - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- MS Steel International - UAE
- Interocean Group of Companies - India
- Binh Thuan Hamico - Vietnam
- Jorong Barutama Greston.PT - Indonesia
- Goldman Sachs - Singapore
- PowerSource Philippines DevCo
- Kumho Petrochemical, South Korea
- Attock Cement Pakistan Limited
- Makarim & Taira - Indonesia
- Heidelberg Cement - Germany
- Latin American Coal - Colombia
- TNB Fuel Sdn Bhd - Malaysia
- Ind-Barath Power Infra Limited - India
- Electricity Generating Authority of Thailand
- Carbofer General Trading SA - India
- Salva Resources Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sojitz Corporation - Japan
- Samtan Co., Ltd - South Korea
- Energy Link Ltd, New Zealand
- Cement Manufacturers Association - India
- Mintek Dendrill Indonesia
- Banpu Public Company Limited - Thailand
- ASAPP Information Group - India
- Directorate General of MIneral and Coal - Indonesia
- PNOC Exploration Corporation - Philippines
- Manunggal Multi Energi - Indonesia
- GAC Shipping (India) Pvt Ltd
- Madhucon Powers Ltd - India
- Thai Mozambique Logistica
- Indian Oil Corporation Limited
- Planning Commission, India
- Kapuas Tunggal Persada - Indonesia
- Mjunction Services Limited - India
- Cigading International Bulk Terminal - Indonesia
- Mercator Lines Limited - India
- Globalindo Alam Lestari - Indonesia
- Formosa Plastics Group - Taiwan
- Sindya Power Generating Company Private Ltd
- Coastal Gujarat Power Limited - India
- CNBM International Corporation - China
- Bulk Trading Sa - Switzerland
- Mercuria Energy - Indonesia
- Sarangani Energy Corporation, Philippines
- Thiess Contractors Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Indo Tambangraya Megah - Indonesia
- Kideco Jaya Agung - Indonesia
- Siam City Cement PLC, Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- Port Waratah Coal Services - Australia
- Australian Coal Association
- Parry Sugars Refinery, India
- South Luzon Thermal Energy Corporation
- Sical Logistics Limited - India
- Bhatia International Limited - India
- Siam City Cement - Thailand
- IEA Clean Coal Centre - UK
- Lanco Infratech Ltd - India
- Ministry of Mines - Canada
- Orica Mining Services - Indonesia
- Orica Australia Pty. Ltd.
- Bhoruka Overseas - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Miang Besar Coal Terminal - Indonesia
- Indonesian Coal Mining Association
- Marubeni Corporation - India
- Bayan Resources Tbk. - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Karaikal Port Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Standard Chartered Bank - UAE
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- SMC Global Power, Philippines
- PTC India Limited - India
- Borneo Indobara - Indonesia
- Semirara Mining Corp, Philippines
- White Energy Company Limited
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Romanian Commodities Exchange
- Kepco SPC Power Corporation, Philippines
- Bangladesh Power Developement Board
- Bukit Baiduri Energy - Indonesia
- Meralco Power Generation, Philippines
- Iligan Light & Power Inc, Philippines
- Global Business Power Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- Parliament of New Zealand
- Bharathi Cement Corporation - India
- Videocon Industries ltd - India
- SN Aboitiz Power Inc, Philippines
- Indika Energy - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Xindia Steels Limited - India
- Baramulti Group, Indonesia
- TeaM Sual Corporation - Philippines
- Riau Bara Harum - Indonesia
- Eastern Coal Council - USA
- Central Java Power - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Petron Corporation, Philippines
- Jindal Steel & Power Ltd - India
- The State Trading Corporation of India Ltd
- Star Paper Mills Limited - India
- Edison Trading Spa - Italy
- Tamil Nadu electricity Board
- Kohat Cement Company Ltd. - Pakistan
- CIMB Investment Bank - Malaysia
- Ministry of Transport, Egypt
- Meenaskhi Energy Private Limited - India
- Holcim Trading Pte Ltd - Singapore
- Aditya Birla Group - India
- Australian Commodity Traders Exchange
- Chettinad Cement Corporation Ltd - India
- Eastern Energy - Thailand
- Sree Jayajothi Cements Limited - India
- Pendopo Energi Batubara - Indonesia
- Savvy Resources Ltd - HongKong
- The Treasury - Australian Government
- London Commodity Brokers - England
- Vijayanagar Sugar Pvt Ltd - India
- Trasteel International SA, Italy
- The University of Queensland
- Ceylon Electricity Board - Sri Lanka
- Straits Asia Resources Limited - Singapore
- Asmin Koalindo Tuhup - Indonesia
- Agrawal Coal Company - India
- Larsen & Toubro Limited - India
- Indogreen Group - Indonesia
- Therma Luzon, Inc, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- New Zealand Coal & Carbon
- Anglo American - United Kingdom
- Singapore Mercantile Exchange
- Vizag Seaport Private Limited - India
- Billiton Holdings Pty Ltd - Australia
- Central Electricity Authority - India
- Tata Chemicals Ltd - India
- Chamber of Mines of South Africa
- Altura Mining Limited, Indonesia
- Kobexindo Tractors - Indoneisa
- Kartika Selabumi Mining - Indonesia
- Simpson Spence & Young - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Posco Energy - South Korea
- Bahari Cakrawala Sebuku - Indonesia
- Barasentosa Lestari - Indonesia
- Economic Council, Georgia
- Krishnapatnam Port Company Ltd. - India
- Coalindo Energy - Indonesia
- Sakthi Sugars Limited - India
- VISA Power Limited - India
- PetroVietnam Power Coal Import and Supply Company
- OPG Power Generation Pvt Ltd - India
- India Bulls Power Limited - India
- Essar Steel Hazira Ltd - India
- Independent Power Producers Association of India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Wilmar Investment Holdings
- Georgia Ports Authority, United States
- Dalmia Cement Bharat India
- Merrill Lynch Commodities Europe
- Indian Energy Exchange, India
- Electricity Authority, New Zealand
- Semirara Mining and Power Corporation, Philippines
- Africa Commodities Group - South Africa
- SMG Consultants - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Toyota Tsusho Corporation, Japan
- Renaissance Capital - South Africa
- Vedanta Resources Plc - India
- Maheswari Brothers Coal Limited - India
- Alfred C Toepfer International GmbH - Germany
- Kalimantan Lumbung Energi - Indonesia
- Global Green Power PLC Corporation, Philippines
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