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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, 25 November 20
DRY BULK SHIPPING: CHINA REMAINS THE DRIVING FACTOR, BUT COAL POLICY IS DISRUPTING THE MARKET - PETER SAND, BIMCO
The second half of the year has provided some cheer for the dry bulk market, with all ships in the spot market averaging earnings above the break-e ...
Wednesday, 25 November 20
CHINA KICKS AN OWN GOAL WITH AUSTRALIAN COAL - FORBES
China’s annoyance at Australia’s hardline stance on political interference and demands for an independent inquiry into the root cause o ...
Wednesday, 25 November 20
MINISTER - INDONESIA JAN-OCT COAL OUTPUT AT 459 MILLION TONNES - REUTERS
Indonesia coal output in the January to October period was 459 million tonnes, the country’s energy minister told parliament on Monday.
& ...
Wednesday, 25 November 20
INDIA: MORE STEPS NEEDED TO MAKE COMMERCIAL COAL MINING ATTRACTIVE TO GLOBAL PLAYERS - LIVEMINT
India concluded its first commercial coal mine auctions earlier this month. A total of 19 coal mines spread across Madhya Pradesh, Jharkhand, Odish ...
Wednesday, 25 November 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.38 PCT - XINHUA
China Taiyuan coal transaction price index stood at 129.21 points Monday, up 0.38 percent week on week.
The index, released by China ...
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Showing 726 to 730 news of total 6871 |
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- CNBM International Corporation - China
- Ambuja Cements Ltd - India
- Indian Oil Corporation Limited
- Baramulti Group, Indonesia
- Economic Council, Georgia
- Georgia Ports Authority, United States
- Interocean Group of Companies - India
- Eastern Energy - Thailand
- Vizag Seaport Private Limited - India
- Marubeni Corporation - India
- Edison Trading Spa - Italy
- Sical Logistics Limited - India
- European Bulk Services B.V. - Netherlands
- Meralco Power Generation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Formosa Plastics Group - Taiwan
- GMR Energy Limited - India
- Jaiprakash Power Ventures ltd
- Tata Chemicals Ltd - India
- Posco Energy - South Korea
- Vedanta Resources Plc - India
- Pendopo Energi Batubara - Indonesia
- Uttam Galva Steels Limited - India
- Indika Energy - Indonesia
- Price Waterhouse Coopers - Russia
- Timah Investasi Mineral - Indoneisa
- Minerals Council of Australia
- Bharathi Cement Corporation - India
- Planning Commission, India
- International Coal Ventures Pvt Ltd - India
- Larsen & Toubro Limited - India
- Lanco Infratech Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Banpu Public Company Limited - Thailand
- Mintek Dendrill Indonesia
- Australian Coal Association
- Bukit Baiduri Energy - Indonesia
- Deloitte Consulting - India
- Global Green Power PLC Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- India Bulls Power Limited - India
- Trasteel International SA, Italy
- Ministry of Mines - Canada
- IEA Clean Coal Centre - UK
- Dalmia Cement Bharat India
- Videocon Industries ltd - India
- Energy Link Ltd, New Zealand
- ICICI Bank Limited - India
- Indogreen Group - Indonesia
- Kumho Petrochemical, South Korea
- Globalindo Alam Lestari - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bhushan Steel Limited - India
- Sinarmas Energy and Mining - Indonesia
- Manunggal Multi Energi - Indonesia
- Wilmar Investment Holdings
- Bukit Makmur.PT - Indonesia
- Kaltim Prima Coal - Indonesia
- SN Aboitiz Power Inc, Philippines
- Indonesian Coal Mining Association
- Thiess Contractors Indonesia
- Rio Tinto Coal - Australia
- Indian Energy Exchange, India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Jindal Steel & Power Ltd - India
- PNOC Exploration Corporation - Philippines
- Xindia Steels Limited - India
- LBH Netherlands Bv - Netherlands
- Karbindo Abesyapradhi - Indoneisa
- Samtan Co., Ltd - South Korea
- Karaikal Port Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Chamber of Mines of South Africa
- Meenaskhi Energy Private Limited - India
- Binh Thuan Hamico - Vietnam
- Vijayanagar Sugar Pvt Ltd - India
- Energy Development Corp, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Parliament of New Zealand
- Indo Tambangraya Megah - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- The State Trading Corporation of India Ltd
- Jorong Barutama Greston.PT - Indonesia
- Port Waratah Coal Services - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bayan Resources Tbk. - Indonesia
- Eastern Coal Council - USA
- The University of Queensland
- Directorate Of Revenue Intelligence - India
- Kapuas Tunggal Persada - Indonesia
- Commonwealth Bank - Australia
- Standard Chartered Bank - UAE
- Thai Mozambique Logistica
- PTC India Limited - India
- Toyota Tsusho Corporation, Japan
- Wood Mackenzie - Singapore
- Independent Power Producers Association of India
- Coastal Gujarat Power Limited - India
- PowerSource Philippines DevCo
- Agrawal Coal Company - India
- Grasim Industreis Ltd - India
- The Treasury - Australian Government
- GN Power Mariveles Coal Plant, Philippines
- IHS Mccloskey Coal Group - USA
- Kepco SPC Power Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Ministry of Finance - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Siam City Cement - Thailand
- Australian Commodity Traders Exchange
- Kideco Jaya Agung - Indonesia
- Mercator Lines Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Tamil Nadu electricity Board
- Semirara Mining Corp, Philippines
- Malabar Cements Ltd - India
- Kartika Selabumi Mining - Indonesia
- Goldman Sachs - Singapore
- ASAPP Information Group - India
- Madhucon Powers Ltd - India
- Borneo Indobara - Indonesia
- Parry Sugars Refinery, India
- Barasentosa Lestari - Indonesia
- Coal and Oil Company - UAE
- Attock Cement Pakistan Limited
- Kalimantan Lumbung Energi - Indonesia
- Merrill Lynch Commodities Europe
- Global Coal Blending Company Limited - Australia
- Straits Asia Resources Limited - Singapore
- Siam City Cement PLC, Thailand
- Carbofer General Trading SA - India
- Maharashtra Electricity Regulatory Commission - India
- Orica Mining Services - Indonesia
- Mercuria Energy - Indonesia
- Sree Jayajothi Cements Limited - India
- Ceylon Electricity Board - Sri Lanka
- Gujarat Mineral Development Corp Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Makarim & Taira - Indonesia
- Power Finance Corporation Ltd., India
- Billiton Holdings Pty Ltd - Australia
- Coalindo Energy - Indonesia
- Metalloyd Limited - United Kingdom
- Neyveli Lignite Corporation Ltd, - India
- Bukit Asam (Persero) Tbk - Indonesia
- Cement Manufacturers Association - India
- Anglo American - United Kingdom
- Kohat Cement Company Ltd. - Pakistan
- McConnell Dowell - Australia
- Rashtriya Ispat Nigam Limited - India
- SMC Global Power, Philippines
- New Zealand Coal & Carbon
- Sindya Power Generating Company Private Ltd
- Sarangani Energy Corporation, Philippines
- Savvy Resources Ltd - HongKong
- White Energy Company Limited
- Bahari Cakrawala Sebuku - Indonesia
- Orica Australia Pty. Ltd.
- VISA Power Limited - India
- Therma Luzon, Inc, Philippines
- San Jose City I Power Corp, Philippines
- Central Electricity Authority - India
- Africa Commodities Group - South Africa
- GVK Power & Infra Limited - India
- Aditya Birla Group - India
- Global Business Power Corporation, Philippines
- Heidelberg Cement - Germany
- Star Paper Mills Limited - India
- Ministry of Transport, Egypt
- Salva Resources Pvt Ltd - India
- Sojitz Corporation - Japan
- Mjunction Services Limited - India
- Simpson Spence & Young - Indonesia
- CIMB Investment Bank - Malaysia
- MS Steel International - UAE
- Singapore Mercantile Exchange
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Chettinad Cement Corporation Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Bangladesh Power Developement Board
- Bulk Trading Sa - Switzerland
- TNB Fuel Sdn Bhd - Malaysia
- SMG Consultants - Indonesia
- Electricity Generating Authority of Thailand
- Antam Resourcindo - Indonesia
- Oldendorff Carriers - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Cigading International Bulk Terminal - Indonesia
- Aboitiz Power Corporation - Philippines
- OPG Power Generation Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- Bhatia International Limited - India
- TeaM Sual Corporation - Philippines
- Gujarat Sidhee Cement - India
- Electricity Authority, New Zealand
- Iligan Light & Power Inc, Philippines
- Renaissance Capital - South Africa
- Maheswari Brothers Coal Limited - India
- Romanian Commodities Exchange
- South Luzon Thermal Energy Corporation
- Altura Mining Limited, Indonesia
- Ind-Barath Power Infra Limited - India
- Semirara Mining and Power Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Pipit Mutiara Jaya. PT, Indonesia
- Krishnapatnam Port Company Ltd. - India
- Latin American Coal - Colombia
- Leighton Contractors Pty Ltd - Australia
- London Commodity Brokers - England
- Bhoruka Overseas - Indonesia
- Intertek Mineral Services - Indonesia
- Petron Corporation, Philippines
- Central Java Power - Indonesia
- Medco Energi Mining Internasional
- Riau Bara Harum - Indonesia
- Sakthi Sugars Limited - India
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