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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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Saturday, 23 January 21
GOVT PLANNING TO OPEN UP COAL MARKETING TO STREAMLINE PROCESS - THE INDIAN EXPRESS
The government is considering opening up coal marketing, Coal Secretary Anil Kumar Jain said on Thursday. Currently, production by Coal India is al ...
Thursday, 21 January 21
LNG MARKET RIDING HIGH, BUT WILL THE GAINS CONTINUE? - DREWRY
The LNG market started 2021 on a high note with Asian spot prices crossing $30 per MMBtu while LNG shipping rates recorded a high $350k per day due ...
Thursday, 21 January 21
CHINA'S SPOT THERMAL COAL PRICES REFRESH RECORD HIGH - MYSTEEL
Despite the moderate rebound in temperatures across most regions of China after late December’s deep-freeze, thermal coal prices in the count ...
Wednesday, 20 January 21
CORONAVIRUS OUTBREAK IN HEBEI HAS LIMITED IMPACT ON CHINA'S STEEL INDUSTRY - FITCH RATINGS
The recent Covid-19 outbreak in the steel producing hub Hebei will not have material impact on China’s steel industry, Fitch Ratings says.
...
Wednesday, 20 January 21
MARKET INSIGHT - INTERMODAL
While 2020 is finally behind us, its negative impacts are still hovering over the shipping market. That being said, it is still too early to even s ...
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- Gujarat Electricity Regulatory Commission - India
- Petrochimia International Co. Ltd.- Taiwan
- Minerals Council of Australia
- Borneo Indobara - Indonesia
- GMR Energy Limited - India
- PTC India Limited - India
- Banpu Public Company Limited - Thailand
- Karaikal Port Pvt Ltd - India
- Commonwealth Bank - Australia
- Dalmia Cement Bharat India
- Billiton Holdings Pty Ltd - Australia
- South Luzon Thermal Energy Corporation
- Goldman Sachs - Singapore
- Price Waterhouse Coopers - Russia
- Cigading International Bulk Terminal - Indonesia
- GAC Shipping (India) Pvt Ltd
- SN Aboitiz Power Inc, Philippines
- GN Power Mariveles Coal Plant, Philippines
- The Treasury - Australian Government
- Gujarat Mineral Development Corp Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Port Waratah Coal Services - Australia
- Energy Development Corp, Philippines
- Australian Commodity Traders Exchange
- IHS Mccloskey Coal Group - USA
- Sree Jayajothi Cements Limited - India
- Wilmar Investment Holdings
- Trasteel International SA, Italy
- Altura Mining Limited, Indonesia
- Metalloyd Limited - United Kingdom
- Maharashtra Electricity Regulatory Commission - India
- Independent Power Producers Association of India
- Indonesian Coal Mining Association
- LBH Netherlands Bv - Netherlands
- PNOC Exploration Corporation - Philippines
- Ministry of Transport, Egypt
- Larsen & Toubro Limited - India
- ASAPP Information Group - India
- Savvy Resources Ltd - HongKong
- Planning Commission, India
- MS Steel International - UAE
- Australian Coal Association
- Ambuja Cements Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Sakthi Sugars Limited - India
- Global Green Power PLC Corporation, Philippines
- Kepco SPC Power Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- Kohat Cement Company Ltd. - Pakistan
- Thiess Contractors Indonesia
- Leighton Contractors Pty Ltd - Australia
- Meenaskhi Energy Private Limited - India
- Parliament of New Zealand
- Kobexindo Tractors - Indoneisa
- Holcim Trading Pte Ltd - Singapore
- Straits Asia Resources Limited - Singapore
- Videocon Industries ltd - India
- Georgia Ports Authority, United States
- Pendopo Energi Batubara - Indonesia
- Bhushan Steel Limited - India
- GVK Power & Infra Limited - India
- Coal and Oil Company - UAE
- Star Paper Mills Limited - India
- Renaissance Capital - South Africa
- Parry Sugars Refinery, India
- Directorate Of Revenue Intelligence - India
- Rio Tinto Coal - Australia
- Madhucon Powers Ltd - India
- Bukit Makmur.PT - Indonesia
- Sical Logistics Limited - India
- Mercuria Energy - Indonesia
- Binh Thuan Hamico - Vietnam
- Ceylon Electricity Board - Sri Lanka
- Kartika Selabumi Mining - Indonesia
- Merrill Lynch Commodities Europe
- Edison Trading Spa - Italy
- Bhatia International Limited - India
- IEA Clean Coal Centre - UK
- Therma Luzon, Inc, Philippines
- Ind-Barath Power Infra Limited - India
- Carbofer General Trading SA - India
- Standard Chartered Bank - UAE
- CIMB Investment Bank - Malaysia
- Indogreen Group - Indonesia
- Baramulti Group, Indonesia
- Essar Steel Hazira Ltd - India
- Global Business Power Corporation, Philippines
- Deloitte Consulting - India
- Economic Council, Georgia
- Power Finance Corporation Ltd., India
- SMG Consultants - Indonesia
- Thai Mozambique Logistica
- Electricity Authority, New Zealand
- VISA Power Limited - India
- Bhoruka Overseas - Indonesia
- Bayan Resources Tbk. - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Xindia Steels Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- PowerSource Philippines DevCo
- Electricity Generating Authority of Thailand
- Oldendorff Carriers - Singapore
- Karbindo Abesyapradhi - Indoneisa
- Jorong Barutama Greston.PT - Indonesia
- CNBM International Corporation - China
- India Bulls Power Limited - India
- White Energy Company Limited
- Iligan Light & Power Inc, Philippines
- The State Trading Corporation of India Ltd
- Barasentosa Lestari - Indonesia
- New Zealand Coal & Carbon
- Bangladesh Power Developement Board
- Gujarat Sidhee Cement - India
- Sojitz Corporation - Japan
- Samtan Co., Ltd - South Korea
- Vizag Seaport Private Limited - India
- San Jose City I Power Corp, Philippines
- Indo Tambangraya Megah - Indonesia
- Makarim & Taira - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Attock Cement Pakistan Limited
- Asmin Koalindo Tuhup - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Orica Mining Services - Indonesia
- Siam City Cement - Thailand
- Central Java Power - Indonesia
- Kideco Jaya Agung - Indonesia
- Jindal Steel & Power Ltd - India
- Sindya Power Generating Company Private Ltd
- Uttam Galva Steels Limited - India
- European Bulk Services B.V. - Netherlands
- Vedanta Resources Plc - India
- Posco Energy - South Korea
- ICICI Bank Limited - India
- Maheswari Brothers Coal Limited - India
- Romanian Commodities Exchange
- McConnell Dowell - Australia
- Toyota Tsusho Corporation, Japan
- Indika Energy - Indonesia
- Interocean Group of Companies - India
- Grasim Industreis Ltd - India
- Chettinad Cement Corporation Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Singapore Mercantile Exchange
- Coalindo Energy - Indonesia
- Kaltim Prima Coal - Indonesia
- Timah Investasi Mineral - Indoneisa
- Directorate General of MIneral and Coal - Indonesia
- Salva Resources Pvt Ltd - India
- Latin American Coal - Colombia
- Meralco Power Generation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Aditya Birla Group - India
- The University of Queensland
- Eastern Energy - Thailand
- TeaM Sual Corporation - Philippines
- PetroVietnam Power Coal Import and Supply Company
- Bharathi Cement Corporation - India
- Mercator Lines Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sinarmas Energy and Mining - Indonesia
- London Commodity Brokers - England
- Anglo American - United Kingdom
- Cement Manufacturers Association - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Eastern Coal Council - USA
- Mjunction Services Limited - India
- Petron Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Riau Bara Harum - Indonesia
- Africa Commodities Group - South Africa
- Tata Chemicals Ltd - India
- Medco Energi Mining Internasional
- Jaiprakash Power Ventures ltd
- Intertek Mineral Services - Indonesia
- Semirara Mining Corp, Philippines
- Global Coal Blending Company Limited - Australia
- Kumho Petrochemical, South Korea
- Coastal Gujarat Power Limited - India
- Bulk Trading Sa - Switzerland
- Malabar Cements Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- International Coal Ventures Pvt Ltd - India
- SMC Global Power, Philippines
- Ministry of Mines - Canada
- OPG Power Generation Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Antam Resourcindo - Indonesia
- Sarangani Energy Corporation, Philippines
- Lanco Infratech Ltd - India
- Aboitiz Power Corporation - Philippines
- Central Electricity Authority - India
- Ministry of Finance - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Alfred C Toepfer International GmbH - Germany
- Agrawal Coal Company - India
- Siam City Cement PLC, Thailand
- Globalindo Alam Lestari - Indonesia
- Wood Mackenzie - Singapore
- Indian Energy Exchange, India
- Orica Australia Pty. Ltd.
- Chamber of Mines of South Africa
- Heidelberg Cement - Germany
- Marubeni Corporation - India
- Mintek Dendrill Indonesia
- Energy Link Ltd, New Zealand
- Indian Oil Corporation Limited
- Bukit Baiduri Energy - Indonesia
- Tamil Nadu electricity Board
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