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.
|
|
Tuesday, 29 December 20
CORROSION-RESISTANT STEELS FOR CARGO OIL TANKS - DNV GL
KNOWLEDGE TO ELEVATE
Crude oil is a complex mixture of substances at varying ratios and in most cases contains at least some salt water. ...
Tuesday, 29 December 20
CHINA COKING COAL FUTURES RISE FOR THIRD DAY ON SUPPLY WORRIES - REUTERS
Chinese coking coal futures extended gains into a third session on Monday, jumping as much as 6.2% as lower imports, sliding inventories and mines ...
Wednesday, 23 December 20
COKING COAL'S DECLINE LIKELY TO FOLLOW THE PATH OF THERMAL COAL’S PROGRESSIVE DEMISE - IEEFA
Technology disruption the likely theme of global energy markets in 2021
There has been a growing tsunami of climate commitment annou ...
Wednesday, 23 December 20
MARKET INSIGHT - INTERMODAL
As we all know, China forges more steel than the rest of the world combined, and even during this unprecedented pandemic, the nation is set to brea ...
Tuesday, 22 December 20
2021 DRY BULK OUTLOOK - SUPPLY GROWTH - TORVALD KLAVENESS
In the first article in the series we mentioned that dry bulk freight was in a super cycle between 2001 and 2008. The growth in global yard capacit ...
|
|
|
Showing 686 to 690 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Heidelberg Cement - Germany
- Straits Asia Resources Limited - Singapore
- Samtan Co., Ltd - South Korea
- Cigading International Bulk Terminal - Indonesia
- Electricity Generating Authority of Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Trasteel International SA, Italy
- Marubeni Corporation - India
- Deloitte Consulting - India
- Siam City Cement - Thailand
- Georgia Ports Authority, United States
- Siam City Cement PLC, Thailand
- Kepco SPC Power Corporation, Philippines
- Star Paper Mills Limited - India
- Bhatia International Limited - India
- Energy Development Corp, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ambuja Cements Ltd - India
- South Luzon Thermal Energy Corporation
- Essar Steel Hazira Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Wilmar Investment Holdings
- Bhoruka Overseas - Indonesia
- Kumho Petrochemical, South Korea
- Metalloyd Limited - United Kingdom
- Sarangani Energy Corporation, Philippines
- Thiess Contractors Indonesia
- International Coal Ventures Pvt Ltd - India
- SMC Global Power, Philippines
- Tata Chemicals Ltd - India
- Vizag Seaport Private Limited - India
- Mercuria Energy - Indonesia
- Kobexindo Tractors - Indoneisa
- Ministry of Mines - Canada
- Coastal Gujarat Power Limited - India
- Indian Oil Corporation Limited
- Attock Cement Pakistan Limited
- Videocon Industries ltd - India
- Antam Resourcindo - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Interocean Group of Companies - India
- Rio Tinto Coal - Australia
- Savvy Resources Ltd - HongKong
- TNB Fuel Sdn Bhd - Malaysia
- Coalindo Energy - Indonesia
- Larsen & Toubro Limited - India
- India Bulls Power Limited - India
- Iligan Light & Power Inc, Philippines
- Mjunction Services Limited - India
- Thai Mozambique Logistica
- Salva Resources Pvt Ltd - India
- MS Steel International - UAE
- Commonwealth Bank - Australia
- Sree Jayajothi Cements Limited - India
- Aditya Birla Group - India
- ICICI Bank Limited - India
- Singapore Mercantile Exchange
- Port Waratah Coal Services - Australia
- Renaissance Capital - South Africa
- PTC India Limited - India
- Miang Besar Coal Terminal - Indonesia
- London Commodity Brokers - England
- Australian Coal Association
- GMR Energy Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Therma Luzon, Inc, Philippines
- Power Finance Corporation Ltd., India
- Sakthi Sugars Limited - India
- Planning Commission, India
- Orica Australia Pty. Ltd.
- Global Green Power PLC Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- Bhushan Steel Limited - India
- CNBM International Corporation - China
- Tamil Nadu electricity Board
- Semirara Mining Corp, Philippines
- Xindia Steels Limited - India
- Indogreen Group - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Parliament of New Zealand
- Coal and Oil Company - UAE
- Ceylon Electricity Board - Sri Lanka
- Bahari Cakrawala Sebuku - Indonesia
- Grasim Industreis Ltd - India
- Mercator Lines Limited - India
- Wood Mackenzie - Singapore
- Central Java Power - Indonesia
- PowerSource Philippines DevCo
- The University of Queensland
- The Treasury - Australian Government
- Indian Energy Exchange, India
- Bukit Makmur.PT - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- GN Power Mariveles Coal Plant, Philippines
- GVK Power & Infra Limited - India
- Billiton Holdings Pty Ltd - Australia
- GAC Shipping (India) Pvt Ltd
- Gujarat Sidhee Cement - India
- SMG Consultants - Indonesia
- Standard Chartered Bank - UAE
- Chettinad Cement Corporation Ltd - India
- Ind-Barath Power Infra Limited - India
- Goldman Sachs - Singapore
- Indo Tambangraya Megah - Indonesia
- Bangladesh Power Developement Board
- OPG Power Generation Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- TeaM Sual Corporation - Philippines
- Ministry of Finance - Indonesia
- IEA Clean Coal Centre - UK
- Directorate Of Revenue Intelligence - India
- Timah Investasi Mineral - Indoneisa
- Kohat Cement Company Ltd. - Pakistan
- Jaiprakash Power Ventures ltd
- Gujarat Mineral Development Corp Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Simpson Spence & Young - Indonesia
- LBH Netherlands Bv - Netherlands
- VISA Power Limited - India
- Minerals Council of Australia
- Agrawal Coal Company - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Merrill Lynch Commodities Europe
- San Jose City I Power Corp, Philippines
- Chamber of Mines of South Africa
- Electricity Authority, New Zealand
- Manunggal Multi Energi - Indonesia
- CIMB Investment Bank - Malaysia
- Lanco Infratech Ltd - India
- SN Aboitiz Power Inc, Philippines
- Anglo American - United Kingdom
- Vijayanagar Sugar Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- New Zealand Coal & Carbon
- Central Electricity Authority - India
- AsiaOL BioFuels Corp., Philippines
- Medco Energi Mining Internasional
- Ministry of Transport, Egypt
- Banpu Public Company Limited - Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Riau Bara Harum - Indonesia
- Altura Mining Limited, Indonesia
- Baramulti Group, Indonesia
- PNOC Exploration Corporation - Philippines
- Price Waterhouse Coopers - Russia
- Formosa Plastics Group - Taiwan
- Carbofer General Trading SA - India
- Kaltim Prima Coal - Indonesia
- Cement Manufacturers Association - India
- Global Coal Blending Company Limited - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Bulk Trading Sa - Switzerland
- Posco Energy - South Korea
- Aboitiz Power Corporation - Philippines
- Edison Trading Spa - Italy
- Oldendorff Carriers - Singapore
- The State Trading Corporation of India Ltd
- Semirara Mining and Power Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- IHS Mccloskey Coal Group - USA
- Independent Power Producers Association of India
- Sical Logistics Limited - India
- Eastern Coal Council - USA
- Sinarmas Energy and Mining - Indonesia
- Kartika Selabumi Mining - Indonesia
- Parry Sugars Refinery, India
- Makarim & Taira - Indonesia
- Kideco Jaya Agung - Indonesia
- McConnell Dowell - Australia
- Malabar Cements Ltd - India
- Madhucon Powers Ltd - India
- Bharathi Cement Corporation - India
- European Bulk Services B.V. - Netherlands
- Sojitz Corporation - Japan
- Eastern Energy - Thailand
- Australian Commodity Traders Exchange
- Kapuas Tunggal Persada - Indonesia
- Meralco Power Generation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Vedanta Resources Plc - India
- Economic Council, Georgia
- Binh Thuan Hamico - Vietnam
- Indonesian Coal Mining Association
- Rashtriya Ispat Nigam Limited - India
- Latin American Coal - Colombia
- PetroVietnam Power Coal Import and Supply Company
- Mintek Dendrill Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Energy Link Ltd, New Zealand
- White Energy Company Limited
- Petron Corporation, Philippines
- Global Business Power Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Indika Energy - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Africa Commodities Group - South Africa
- Pipit Mutiara Jaya. PT, Indonesia
- Gujarat Electricity Regulatory Commission - India
- Dalmia Cement Bharat India
- Borneo Indobara - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Intertek Mineral Services - Indonesia
- Bukit Baiduri Energy - Indonesia
- ASAPP Information Group - India
- Meenaskhi Energy Private Limited - India
- Romanian Commodities Exchange
- Orica Mining Services - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Pendopo Energi Batubara - Indonesia
- Bayan Resources Tbk. - Indonesia
- Barasentosa Lestari - Indonesia
- Uttam Galva Steels Limited - India
- Sindya Power Generating Company Private Ltd
- Karaikal Port Pvt Ltd - India
- Globalindo Alam Lestari - Indonesia
- Leighton Contractors Pty Ltd - Australia
|
| |
| |
|
