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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, 27 January 21
MARKET INSIGHT - INTERMODAL
As we have entered the era off renewable energies, all industries globally give max effort to minimize their carbon footprint and consequently thei ...
Monday, 25 January 21
ULTRAMAX YET ANOTHER POSITIVE WEEK FOR THE SECTOR, WHICH SAW INCREASED DEMAND ACROSS ALL BASINS - BALTIC BRIEFING
Capesize
The Capesize market rocked and rolled these past few days. But by weeks end little had changed on the Capesize 5TC as it settled down ...
Monday, 25 January 21
NEW LAW IN CALIFORNIA, USA, AFFECTING SHIPOWNERS' LIABILITY FOR OIL POLLUTION - BIMCO
Members are advised that amendments to the so-called Lempert-Keene-Seastrand Oil Spill Prevention and Response Act of 1990 in the State of Californ ...
Monday, 25 January 21
COAL INDIA SAYS GEARED UP TO MEET SURGE IN FUEL DEMAND FROM POWER SECTOR - PTI
State-owned Coal India Ltd on Saturday said that it is well geared to meet any surge in demand for coal from the power sector.
The s ...
Sunday, 24 January 21
GOVT ASSURES COAL INDIA OF 'FULL SUPPORT', STRESSES ON LEARNING 'NEW THINGS' - PTI
Coal Minister Pralhad Joshi assured Coal India of full government support, even as he said the PSU needs to learn “new things” for impr ...
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Showing 656 to 660 news of total 6871 |
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- Globalindo Alam Lestari - Indonesia
- Medco Energi Mining Internasional
- Essar Steel Hazira Ltd - India
- Uttam Galva Steels Limited - India
- Mercator Lines Limited - India
- Jorong Barutama Greston.PT - Indonesia
- International Coal Ventures Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Mercuria Energy - Indonesia
- Indian Energy Exchange, India
- Kohat Cement Company Ltd. - Pakistan
- Therma Luzon, Inc, Philippines
- Bayan Resources Tbk. - Indonesia
- GVK Power & Infra Limited - India
- Indian Oil Corporation Limited
- Salva Resources Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Indika Energy - Indonesia
- Commonwealth Bank - Australia
- Trasteel International SA, Italy
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Port Waratah Coal Services - Australia
- Simpson Spence & Young - Indonesia
- ICICI Bank Limited - India
- Merrill Lynch Commodities Europe
- Leighton Contractors Pty Ltd - Australia
- Thai Mozambique Logistica
- Baramulti Group, Indonesia
- Agrawal Coal Company - India
- Anglo American - United Kingdom
- Altura Mining Limited, Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Wood Mackenzie - Singapore
- Independent Power Producers Association of India
- Gujarat Mineral Development Corp Ltd - India
- Savvy Resources Ltd - HongKong
- Orica Australia Pty. Ltd.
- Bhatia International Limited - India
- Indonesian Coal Mining Association
- OPG Power Generation Pvt Ltd - India
- Sakthi Sugars Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Aboitiz Power Corporation - Philippines
- Ministry of Finance - Indonesia
- Electricity Generating Authority of Thailand
- Kideco Jaya Agung - Indonesia
- Sindya Power Generating Company Private Ltd
- Malabar Cements Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Jaiprakash Power Ventures ltd
- Eastern Energy - Thailand
- Kartika Selabumi Mining - Indonesia
- Ceylon Electricity Board - Sri Lanka
- CNBM International Corporation - China
- IHS Mccloskey Coal Group - USA
- Binh Thuan Hamico - Vietnam
- Manunggal Multi Energi - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Singapore Mercantile Exchange
- Goldman Sachs - Singapore
- The University of Queensland
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Dalmia Cement Bharat India
- Toyota Tsusho Corporation, Japan
- Planning Commission, India
- Straits Asia Resources Limited - Singapore
- Attock Cement Pakistan Limited
- Bukit Baiduri Energy - Indonesia
- Energy Development Corp, Philippines
- LBH Netherlands Bv - Netherlands
- CIMB Investment Bank - Malaysia
- Sinarmas Energy and Mining - Indonesia
- Parry Sugars Refinery, India
- Billiton Holdings Pty Ltd - Australia
- Kobexindo Tractors - Indoneisa
- Karaikal Port Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Lanco Infratech Ltd - India
- Gujarat Sidhee Cement - India
- Pendopo Energi Batubara - Indonesia
- ASAPP Information Group - India
- SMG Consultants - Indonesia
- Petron Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Mintek Dendrill Indonesia
- Standard Chartered Bank - UAE
- Bank of Tokyo Mitsubishi UFJ Ltd
- Coal and Oil Company - UAE
- Central Electricity Authority - India
- Riau Bara Harum - Indonesia
- Sarangani Energy Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Thiess Contractors Indonesia
- Jindal Steel & Power Ltd - India
- The State Trading Corporation of India Ltd
- London Commodity Brokers - England
- Global Green Power PLC Corporation, Philippines
- Xindia Steels Limited - India
- Barasentosa Lestari - Indonesia
- Kumho Petrochemical, South Korea
- Energy Link Ltd, New Zealand
- Eastern Coal Council - USA
- Metalloyd Limited - United Kingdom
- Maheswari Brothers Coal Limited - India
- Bulk Trading Sa - Switzerland
- Aditya Birla Group - India
- Heidelberg Cement - Germany
- Georgia Ports Authority, United States
- Carbofer General Trading SA - India
- Makarim & Taira - Indonesia
- Ind-Barath Power Infra Limited - India
- Madhucon Powers Ltd - India
- Iligan Light & Power Inc, Philippines
- Samtan Co., Ltd - South Korea
- Electricity Authority, New Zealand
- Vedanta Resources Plc - India
- Australian Coal Association
- Tata Chemicals Ltd - India
- Minerals Council of Australia
- The Treasury - Australian Government
- TeaM Sual Corporation - Philippines
- Oldendorff Carriers - Singapore
- Vizag Seaport Private Limited - India
- Tamil Nadu electricity Board
- Sree Jayajothi Cements Limited - India
- Siam City Cement PLC, Thailand
- Wilmar Investment Holdings
- Intertek Mineral Services - Indonesia
- Rashtriya Ispat Nigam Limited - India
- VISA Power Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Posco Energy - South Korea
- Kaltim Prima Coal - Indonesia
- SN Aboitiz Power Inc, Philippines
- Meralco Power Generation, Philippines
- Bangladesh Power Developement Board
- White Energy Company Limited
- Karbindo Abesyapradhi - Indoneisa
- Sical Logistics Limited - India
- South Luzon Thermal Energy Corporation
- Bharathi Cement Corporation - India
- Bukit Makmur.PT - Indonesia
- Meenaskhi Energy Private Limited - India
- Mjunction Services Limited - India
- Deloitte Consulting - India
- PetroVietnam Power Coal Import and Supply Company
- PTC India Limited - India
- Cigading International Bulk Terminal - Indonesia
- Sojitz Corporation - Japan
- IEA Clean Coal Centre - UK
- Kepco SPC Power Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Chettinad Cement Corporation Ltd - India
- SMC Global Power, Philippines
- Semirara Mining and Power Corporation, Philippines
- Antam Resourcindo - Indonesia
- Australian Commodity Traders Exchange
- AsiaOL BioFuels Corp., Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- European Bulk Services B.V. - Netherlands
- McConnell Dowell - Australia
- Coastal Gujarat Power Limited - India
- New Zealand Coal & Carbon
- Siam City Cement - Thailand
- Economic Council, Georgia
- Banpu Public Company Limited - Thailand
- GMR Energy Limited - India
- Rio Tinto Coal - Australia
- Global Business Power Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Renaissance Capital - South Africa
- Borneo Indobara - Indonesia
- Power Finance Corporation Ltd., India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Parliament of New Zealand
- Grasim Industreis Ltd - India
- Latin American Coal - Colombia
- Ministry of Mines - Canada
- Directorate Of Revenue Intelligence - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ministry of Transport, Egypt
- Videocon Industries ltd - India
- India Bulls Power Limited - India
- Orica Mining Services - Indonesia
- PNOC Exploration Corporation - Philippines
- Ambuja Cements Ltd - India
- Marubeni Corporation - India
- Neyveli Lignite Corporation Ltd, - India
- Larsen & Toubro Limited - India
- Holcim Trading Pte Ltd - Singapore
- Timah Investasi Mineral - Indoneisa
- Edison Trading Spa - Italy
- Bhoruka Overseas - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Star Paper Mills Limited - India
- Interocean Group of Companies - India
- Gujarat Electricity Regulatory Commission - India
- Africa Commodities Group - South Africa
- Indogreen Group - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Romanian Commodities Exchange
- Directorate General of MIneral and Coal - Indonesia
- San Jose City I Power Corp, Philippines
- Central Java Power - Indonesia
- PowerSource Philippines DevCo
- Coalindo Energy - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Bhushan Steel Limited - India
- MS Steel International - UAE
- Chamber of Mines of South Africa
- Formosa Plastics Group - Taiwan
- Vijayanagar Sugar Pvt Ltd - India
- Cement Manufacturers Association - India
- Indo Tambangraya Megah - Indonesia
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