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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
MARKET INSIGHT - INTERMODAL
Over 90% of the world’s goods are transported by sea. LPG is a clean, energy efficient and portable fuel that is being marketed at an afforda ...
Friday, 20 November 20
CHINA'S BENCHMARK POWER COAL PRICE EDGES UP - XINHUA
China’s benchmark power coal price rose slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge of ...
Thursday, 19 November 20
MARKET INSIGHT - INTERMODAL
As we are moving towards the end of the year, the overall deal landscape of the dry bulk sector corresponding to the second half of 2020 (up to dat ...
Tuesday, 17 November 20
COAL SQUEEZE INTENSIFIES - BALTIC EXCHANGE
The message from the top is clear: cut out coal. While the regulatory pressure has been evident for some time, the race to banish the black stuff s ...
Tuesday, 17 November 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.35 PCT - XINHUA
China Taiyuan coal transaction price index stood at 128.72 points Monday, up 0.35 percent week on week.
The index, released by China ...
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- Bhatia International Limited - India
- Eastern Coal Council - USA
- Commonwealth Bank - Australia
- Coalindo Energy - Indonesia
- Toyota Tsusho Corporation, Japan
- MS Steel International - UAE
- Bukit Asam (Persero) Tbk - Indonesia
- SN Aboitiz Power Inc, Philippines
- Makarim & Taira - Indonesia
- Indian Oil Corporation Limited
- Thiess Contractors Indonesia
- The State Trading Corporation of India Ltd
- Videocon Industries ltd - India
- Grasim Industreis Ltd - India
- Lanco Infratech Ltd - India
- Attock Cement Pakistan Limited
- PTC India Limited - India
- Trasteel International SA, Italy
- Wood Mackenzie - Singapore
- Global Green Power PLC Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Mintek Dendrill Indonesia
- Sindya Power Generating Company Private Ltd
- Rio Tinto Coal - Australia
- Marubeni Corporation - India
- Oldendorff Carriers - Singapore
- Wilmar Investment Holdings
- Sree Jayajothi Cements Limited - India
- Latin American Coal - Colombia
- Australian Commodity Traders Exchange
- Karaikal Port Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- Minerals Council of Australia
- Cement Manufacturers Association - India
- Krishnapatnam Port Company Ltd. - India
- Ambuja Cements Ltd - India
- Kumho Petrochemical, South Korea
- Directorate General of MIneral and Coal - Indonesia
- Coastal Gujarat Power Limited - India
- Indogreen Group - Indonesia
- Samtan Co., Ltd - South Korea
- Bhushan Steel Limited - India
- International Coal Ventures Pvt Ltd - India
- Petron Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Energy Link Ltd, New Zealand
- Kohat Cement Company Ltd. - Pakistan
- European Bulk Services B.V. - Netherlands
- Power Finance Corporation Ltd., India
- Sarangani Energy Corporation, Philippines
- Bhoruka Overseas - Indonesia
- ASAPP Information Group - India
- Metalloyd Limited - United Kingdom
- Maheswari Brothers Coal Limited - India
- Bharathi Cement Corporation - India
- TNB Fuel Sdn Bhd - Malaysia
- McConnell Dowell - Australia
- Pendopo Energi Batubara - Indonesia
- Kepco SPC Power Corporation, Philippines
- Star Paper Mills Limited - India
- Indian Energy Exchange, India
- Barasentosa Lestari - Indonesia
- Merrill Lynch Commodities Europe
- AsiaOL BioFuels Corp., Philippines
- CNBM International Corporation - China
- Ceylon Electricity Board - Sri Lanka
- Savvy Resources Ltd - HongKong
- Bulk Trading Sa - Switzerland
- PNOC Exploration Corporation - Philippines
- Interocean Group of Companies - India
- Indika Energy - Indonesia
- Sakthi Sugars Limited - India
- Jorong Barutama Greston.PT - Indonesia
- PowerSource Philippines DevCo
- Formosa Plastics Group - Taiwan
- Jindal Steel & Power Ltd - India
- Manunggal Multi Energi - Indonesia
- Tata Chemicals Ltd - India
- Port Waratah Coal Services - Australia
- Ministry of Transport, Egypt
- Pipit Mutiara Jaya. PT, Indonesia
- Agrawal Coal Company - India
- San Jose City I Power Corp, Philippines
- Baramulti Group, Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Straits Asia Resources Limited - Singapore
- Gujarat Mineral Development Corp Ltd - India
- TeaM Sual Corporation - Philippines
- Bukit Makmur.PT - Indonesia
- Bayan Resources Tbk. - Indonesia
- Malabar Cements Ltd - India
- Sojitz Corporation - Japan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bahari Cakrawala Sebuku - Indonesia
- India Bulls Power Limited - India
- Romanian Commodities Exchange
- Siam City Cement PLC, Thailand
- Salva Resources Pvt Ltd - India
- Singapore Mercantile Exchange
- SMC Global Power, Philippines
- Kartika Selabumi Mining - Indonesia
- Anglo American - United Kingdom
- Thai Mozambique Logistica
- Global Coal Blending Company Limited - Australia
- CIMB Investment Bank - Malaysia
- Simpson Spence & Young - Indonesia
- Mjunction Services Limited - India
- London Commodity Brokers - England
- Offshore Bulk Terminal Pte Ltd, Singapore
- Globalindo Alam Lestari - Indonesia
- Central Electricity Authority - India
- Eastern Energy - Thailand
- VISA Power Limited - India
- IHS Mccloskey Coal Group - USA
- Chettinad Cement Corporation Ltd - India
- Orica Australia Pty. Ltd.
- White Energy Company Limited
- Vizag Seaport Private Limited - India
- Economic Council, Georgia
- Borneo Indobara - Indonesia
- Intertek Mineral Services - Indonesia
- Parliament of New Zealand
- Edison Trading Spa - Italy
- Leighton Contractors Pty Ltd - Australia
- Billiton Holdings Pty Ltd - Australia
- Carbofer General Trading SA - India
- Neyveli Lignite Corporation Ltd, - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ministry of Finance - Indonesia
- Mercator Lines Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Deloitte Consulting - India
- New Zealand Coal & Carbon
- GMR Energy Limited - India
- Electricity Authority, New Zealand
- Ministry of Mines - Canada
- Mercuria Energy - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Alfred C Toepfer International GmbH - Germany
- The Treasury - Australian Government
- Posco Energy - South Korea
- Chamber of Mines of South Africa
- ICICI Bank Limited - India
- Siam City Cement - Thailand
- Jaiprakash Power Ventures ltd
- Maharashtra Electricity Regulatory Commission - India
- Miang Besar Coal Terminal - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Planning Commission, India
- Bukit Baiduri Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- South Luzon Thermal Energy Corporation
- Standard Chartered Bank - UAE
- Therma Luzon, Inc, Philippines
- Banpu Public Company Limited - Thailand
- Riau Bara Harum - Indonesia
- Global Business Power Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Semirara Mining Corp, Philippines
- Dalmia Cement Bharat India
- Energy Development Corp, Philippines
- Aditya Birla Group - India
- Directorate Of Revenue Intelligence - India
- Karbindo Abesyapradhi - Indoneisa
- Central Java Power - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- SMG Consultants - Indonesia
- Rashtriya Ispat Nigam Limited - India
- LBH Netherlands Bv - Netherlands
- Kalimantan Lumbung Energi - Indonesia
- Larsen & Toubro Limited - India
- Medco Energi Mining Internasional
- Heidelberg Cement - Germany
- Meenaskhi Energy Private Limited - India
- Kideco Jaya Agung - Indonesia
- Ind-Barath Power Infra Limited - India
- Uttam Galva Steels Limited - India
- Gujarat Sidhee Cement - India
- Renaissance Capital - South Africa
- The University of Queensland
- Altura Mining Limited, Indonesia
- Essar Steel Hazira Ltd - India
- Price Waterhouse Coopers - Russia
- Electricity Generating Authority of Thailand
- GAC Shipping (India) Pvt Ltd
- Kaltim Prima Coal - Indonesia
- Australian Coal Association
- Indonesian Coal Mining Association
- Parry Sugars Refinery, India
- Independent Power Producers Association of India
- Sical Logistics Limited - India
- Binh Thuan Hamico - Vietnam
- Vedanta Resources Plc - India
- Coal and Oil Company - UAE
- Bangladesh Power Developement Board
- Kobexindo Tractors - Indoneisa
- Georgia Ports Authority, United States
- Madhucon Powers Ltd - India
- Africa Commodities Group - South Africa
- Xindia Steels Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Kapuas Tunggal Persada - Indonesia
- Indo Tambangraya Megah - Indonesia
- Goldman Sachs - Singapore
- Orica Mining Services - Indonesia
- Gujarat Electricity Regulatory Commission - India
- OPG Power Generation Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Meralco Power Generation, Philippines
- GVK Power & Infra Limited - India
- Semirara Mining and Power Corporation, Philippines
- Antam Resourcindo - Indonesia
- Tamil Nadu electricity Board
- Petrochimia International Co. Ltd.- Taiwan
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