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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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Friday, 29 January 21
COAL EXPORTS FROM AUSTRALIA TO MAINLAND CHINA DECLINED BY -22.2% Y-O-Y IN 2020 - BANCHERO COSTA
In the 12 months of 2020, global seaborne coal trade declined by as much as -12.7% year-on-year, according to vessel tracking data from Refinitiv, ...
Friday, 29 January 21
OPEC+, COVID-19 AND ENERGY TRANSITION - 3 THEMES IMPACTING OIL MARKETS AND REFINING IN 2021 - WOOD MACKENZIE
Wood Mackenzie’s latest outlook report shows that the art of balancing oil markets and the refining sector in 2021 hinges upon three key them ...
Thursday, 28 January 21
STRONG CHINESE THERMAL COAL IMPORTS TO BENEFIT INDONESIAN MINERS IN THE NEAR TERM - FITCH RATINGS
China's thermal coal imports are likely to remain strong ahead of the Chinese New Year in mid-February on robust demand, high utilisation at do ...
Thursday, 28 January 21
WIND PROPULSION FOR DRY BULK CARRIERS - OLDENDORFF
Oldendorff Carriers (OC) has signed a Joint Development Project (JDP) with Anemoi Marine Technologies (Anemoi), Lloyd’s Register (LR) and Sha ...
Thursday, 28 January 21
BUMA PRICED A USD400 MILLION 7.75% 5-YEAR SENIOR NOTES
PT Delta Dunia Makmur Tbk. announced that its subsidiary, PT Bukit Makmur Mandiri Utama priced a USD400 million 5-year (non-callable 2-year)& ...
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- Edison Trading Spa - Italy
- Sinarmas Energy and Mining - Indonesia
- Port Waratah Coal Services - Australia
- Lanco Infratech Ltd - India
- Attock Cement Pakistan Limited
- London Commodity Brokers - England
- Price Waterhouse Coopers - Russia
- Parliament of New Zealand
- SN Aboitiz Power Inc, Philippines
- Salva Resources Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Mjunction Services Limited - India
- Central Electricity Authority - India
- ICICI Bank Limited - India
- Uttam Galva Steels Limited - India
- Savvy Resources Ltd - HongKong
- TNB Fuel Sdn Bhd - Malaysia
- PTC India Limited - India
- Barasentosa Lestari - Indonesia
- Binh Thuan Hamico - Vietnam
- San Jose City I Power Corp, Philippines
- Makarim & Taira - Indonesia
- GAC Shipping (India) Pvt Ltd
- Bhoruka Overseas - Indonesia
- Star Paper Mills Limited - India
- Krishnapatnam Port Company Ltd. - India
- Indian Energy Exchange, India
- Independent Power Producers Association of India
- Kobexindo Tractors - Indoneisa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Kepco SPC Power Corporation, Philippines
- Petron Corporation, Philippines
- Gujarat Sidhee Cement - India
- Antam Resourcindo - Indonesia
- Chamber of Mines of South Africa
- Indika Energy - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Ind-Barath Power Infra Limited - India
- Ambuja Cements Ltd - India
- Trasteel International SA, Italy
- Cement Manufacturers Association - India
- Australian Commodity Traders Exchange
- Coalindo Energy - Indonesia
- Vizag Seaport Private Limited - India
- Commonwealth Bank - Australia
- MS Steel International - UAE
- Petrochimia International Co. Ltd.- Taiwan
- Sarangani Energy Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Miang Besar Coal Terminal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- ASAPP Information Group - India
- Gujarat Electricity Regulatory Commission - India
- Ministry of Transport, Egypt
- Economic Council, Georgia
- Essar Steel Hazira Ltd - India
- European Bulk Services B.V. - Netherlands
- Sree Jayajothi Cements Limited - India
- Bayan Resources Tbk. - Indonesia
- Baramulti Group, Indonesia
- Coastal Gujarat Power Limited - India
- Indonesian Coal Mining Association
- Electricity Authority, New Zealand
- Thai Mozambique Logistica
- Orica Mining Services - Indonesia
- LBH Netherlands Bv - Netherlands
- Dalmia Cement Bharat India
- VISA Power Limited - India
- Mercuria Energy - Indonesia
- IHS Mccloskey Coal Group - USA
- SMC Global Power, Philippines
- Tamil Nadu electricity Board
- Simpson Spence & Young - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Rio Tinto Coal - Australia
- Africa Commodities Group - South Africa
- Intertek Mineral Services - Indonesia
- Goldman Sachs - Singapore
- PNOC Exploration Corporation - Philippines
- Directorate General of MIneral and Coal - Indonesia
- OPG Power Generation Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Medco Energi Mining Internasional
- Mintek Dendrill Indonesia
- Parry Sugars Refinery, India
- Renaissance Capital - South Africa
- Karaikal Port Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Tata Chemicals Ltd - India
- Directorate Of Revenue Intelligence - India
- Videocon Industries ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Jaiprakash Power Ventures ltd
- Chettinad Cement Corporation Ltd - India
- Minerals Council of Australia
- Eastern Energy - Thailand
- Larsen & Toubro Limited - India
- Globalindo Alam Lestari - Indonesia
- Grasim Industreis Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Power Finance Corporation Ltd., India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Georgia Ports Authority, United States
- Aboitiz Power Corporation - Philippines
- Global Green Power PLC Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- SMG Consultants - Indonesia
- IEA Clean Coal Centre - UK
- PetroVietnam Power Coal Import and Supply Company
- Energy Development Corp, Philippines
- Sindya Power Generating Company Private Ltd
- TeaM Sual Corporation - Philippines
- Kapuas Tunggal Persada - Indonesia
- Iligan Light & Power Inc, Philippines
- Anglo American - United Kingdom
- Metalloyd Limited - United Kingdom
- Bhushan Steel Limited - India
- Indogreen Group - Indonesia
- Standard Chartered Bank - UAE
- Romanian Commodities Exchange
- Altura Mining Limited, Indonesia
- White Energy Company Limited
- Holcim Trading Pte Ltd - Singapore
- Wood Mackenzie - Singapore
- Xindia Steels Limited - India
- Sojitz Corporation - Japan
- PowerSource Philippines DevCo
- Manunggal Multi Energi - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Global Coal Blending Company Limited - Australia
- Billiton Holdings Pty Ltd - Australia
- Bangladesh Power Developement Board
- Latin American Coal - Colombia
- Electricity Generating Authority of Thailand
- Posco Energy - South Korea
- Sical Logistics Limited - India
- CNBM International Corporation - China
- Bulk Trading Sa - Switzerland
- Siam City Cement - Thailand
- Malabar Cements Ltd - India
- Coal and Oil Company - UAE
- Formosa Plastics Group - Taiwan
- GMR Energy Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Deloitte Consulting - India
- International Coal Ventures Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- Kumho Petrochemical, South Korea
- Pendopo Energi Batubara - Indonesia
- Banpu Public Company Limited - Thailand
- Meralco Power Generation, Philippines
- Eastern Coal Council - USA
- Toyota Tsusho Corporation, Japan
- AsiaOL BioFuels Corp., Philippines
- The Treasury - Australian Government
- Straits Asia Resources Limited - Singapore
- Meenaskhi Energy Private Limited - India
- Kaltim Prima Coal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- New Zealand Coal & Carbon
- Merrill Lynch Commodities Europe
- Kohat Cement Company Ltd. - Pakistan
- Central Java Power - Indonesia
- Bukit Baiduri Energy - Indonesia
- Interocean Group of Companies - India
- South Luzon Thermal Energy Corporation
- Agrawal Coal Company - India
- GVK Power & Infra Limited - India
- Heidelberg Cement - Germany
- McConnell Dowell - Australia
- Therma Luzon, Inc, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Samtan Co., Ltd - South Korea
- Jindal Steel & Power Ltd - India
- Madhucon Powers Ltd - India
- Australian Coal Association
- Sakthi Sugars Limited - India
- Ministry of Finance - Indonesia
- Mercator Lines Limited - India
- Semirara Mining Corp, Philippines
- Riau Bara Harum - Indonesia
- The University of Queensland
- Rashtriya Ispat Nigam Limited - India
- Global Business Power Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- Borneo Indobara - Indonesia
- Indian Oil Corporation Limited
- The State Trading Corporation of India Ltd
- Planning Commission, India
- Orica Australia Pty. Ltd.
- Vedanta Resources Plc - India
- Maheswari Brothers Coal Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Thiess Contractors Indonesia
- Siam City Cement PLC, Thailand
- Carbofer General Trading SA - India
- Aditya Birla Group - India
- Oldendorff Carriers - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Wilmar Investment Holdings
- Kartika Selabumi Mining - Indonesia
- Bharathi Cement Corporation - India
- Ministry of Mines - Canada
- Energy Link Ltd, New Zealand
- Leighton Contractors Pty Ltd - Australia
- Indo Tambangraya Megah - Indonesia
- India Bulls Power Limited - India
- Singapore Mercantile Exchange
- Timah Investasi Mineral - Indoneisa
- Marubeni Corporation - India
- Cigading International Bulk Terminal - Indonesia
- Bhatia International Limited - India
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