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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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Monday, 02 November 20
PHILIPPINES GOVERNMENT SAYS NO TO NEW COAL PLANT PROPOSALS - IEEFA | 24 PILIPINAS
The Duterte administration will no longer accept proposals to construct new coal power plants, a dramatic shift in energy policy that counts on dec ...
Sunday, 01 November 20
GRADUAL RECOVERY FOR INDONESIAN COAL FROM 4Q20; RISKS REMAIN - FITCH RATINGS
Fitch Ratings expects the credit metrics of Indonesian coal miners and coal contractors to improve from 4Q20 with the recovery in volumes and price ...
Wednesday, 28 October 20
BIODIESEL - NEW FUELS, NEW CHALLENGES - GARD | DNV GL
KNOWLEDGE TO ELEVATE
One of numerous possible ways to comply with the IMO’s strategy on the reduction of greenhouse gas (GHG) emissions ...
Wednesday, 28 October 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.35 PCT - XINHUA
China Taiyuan coal transaction price index stood at 127.94 points Monday, up 0.35 percent week on week.
The index, released by China ...
Wednesday, 28 October 20
MARKET INSIGHT - INTERMODAL
The global strive towards eco-friendliness and environmental sustainability in the shipping industry is mounting. There are currently almost 200 co ...
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- Oldendorff Carriers - Singapore
- Wilmar Investment Holdings
- Mjunction Services Limited - India
- Energy Development Corp, Philippines
- Global Green Power PLC Corporation, Philippines
- Independent Power Producers Association of India
- GN Power Mariveles Coal Plant, Philippines
- Star Paper Mills Limited - India
- AsiaOL BioFuels Corp., Philippines
- Orica Australia Pty. Ltd.
- Australian Coal Association
- Vijayanagar Sugar Pvt Ltd - India
- Indonesian Coal Mining Association
- Heidelberg Cement - Germany
- Singapore Mercantile Exchange
- Eastern Coal Council - USA
- Grasim Industreis Ltd - India
- Ministry of Mines - Canada
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Maheswari Brothers Coal Limited - India
- SN Aboitiz Power Inc, Philippines
- Cement Manufacturers Association - India
- Eastern Energy - Thailand
- Ambuja Cements Ltd - India
- Central Java Power - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ministry of Transport, Egypt
- Merrill Lynch Commodities Europe
- PNOC Exploration Corporation - Philippines
- VISA Power Limited - India
- Sical Logistics Limited - India
- Wood Mackenzie - Singapore
- Coal and Oil Company - UAE
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Marubeni Corporation - India
- Ministry of Finance - Indonesia
- Standard Chartered Bank - UAE
- Bukit Asam (Persero) Tbk - Indonesia
- San Jose City I Power Corp, Philippines
- Tata Chemicals Ltd - India
- Pendopo Energi Batubara - Indonesia
- IHS Mccloskey Coal Group - USA
- Sree Jayajothi Cements Limited - India
- Xindia Steels Limited - India
- Barasentosa Lestari - Indonesia
- GAC Shipping (India) Pvt Ltd
- Bhatia International Limited - India
- Indika Energy - Indonesia
- Attock Cement Pakistan Limited
- Bangladesh Power Developement Board
- Altura Mining Limited, Indonesia
- Karaikal Port Pvt Ltd - India
- Indogreen Group - Indonesia
- Latin American Coal - Colombia
- Directorate Of Revenue Intelligence - India
- Edison Trading Spa - Italy
- Timah Investasi Mineral - Indoneisa
- Romanian Commodities Exchange
- Gujarat Electricity Regulatory Commission - India
- Borneo Indobara - Indonesia
- GVK Power & Infra Limited - India
- Manunggal Multi Energi - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kartika Selabumi Mining - Indonesia
- Samtan Co., Ltd - South Korea
- Indo Tambangraya Megah - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Anglo American - United Kingdom
- GMR Energy Limited - India
- Price Waterhouse Coopers - Russia
- Orica Mining Services - Indonesia
- Riau Bara Harum - Indonesia
- Petron Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Thai Mozambique Logistica
- Carbofer General Trading SA - India
- PetroVietnam Power Coal Import and Supply Company
- Jaiprakash Power Ventures ltd
- Bayan Resources Tbk. - Indonesia
- CNBM International Corporation - China
- Larsen & Toubro Limited - India
- IEA Clean Coal Centre - UK
- OPG Power Generation Pvt Ltd - India
- PowerSource Philippines DevCo
- Sarangani Energy Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Minerals Council of Australia
- Madhucon Powers Ltd - India
- Bharathi Cement Corporation - India
- Coastal Gujarat Power Limited - India
- LBH Netherlands Bv - Netherlands
- Kohat Cement Company Ltd. - Pakistan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ceylon Electricity Board - Sri Lanka
- Malabar Cements Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Antam Resourcindo - Indonesia
- International Coal Ventures Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Mintek Dendrill Indonesia
- Indian Energy Exchange, India
- Rashtriya Ispat Nigam Limited - India
- Economic Council, Georgia
- Central Electricity Authority - India
- Trasteel International SA, Italy
- Kapuas Tunggal Persada - Indonesia
- Mercator Lines Limited - India
- Electricity Generating Authority of Thailand
- Meenaskhi Energy Private Limited - India
- Lanco Infratech Ltd - India
- Aditya Birla Group - India
- Neyveli Lignite Corporation Ltd, - India
- Binh Thuan Hamico - Vietnam
- Mercuria Energy - Indonesia
- Banpu Public Company Limited - Thailand
- Baramulti Group, Indonesia
- Vedanta Resources Plc - India
- Dalmia Cement Bharat India
- Kideco Jaya Agung - Indonesia
- Georgia Ports Authority, United States
- Chettinad Cement Corporation Ltd - India
- Goldman Sachs - Singapore
- South Luzon Thermal Energy Corporation
- TNB Fuel Sdn Bhd - Malaysia
- Gujarat Mineral Development Corp Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- TeaM Sual Corporation - Philippines
- Globalindo Alam Lestari - Indonesia
- Sojitz Corporation - Japan
- European Bulk Services B.V. - Netherlands
- Siam City Cement PLC, Thailand
- Krishnapatnam Port Company Ltd. - India
- Uttam Galva Steels Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Energy Link Ltd, New Zealand
- Maharashtra Electricity Regulatory Commission - India
- Australian Commodity Traders Exchange
- Bukit Baiduri Energy - Indonesia
- London Commodity Brokers - England
- Jindal Steel & Power Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Simpson Spence & Young - Indonesia
- Bulk Trading Sa - Switzerland
- CIMB Investment Bank - Malaysia
- Formosa Plastics Group - Taiwan
- Kobexindo Tractors - Indoneisa
- Directorate General of MIneral and Coal - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Kumho Petrochemical, South Korea
- Vizag Seaport Private Limited - India
- Chamber of Mines of South Africa
- Gujarat Sidhee Cement - India
- Billiton Holdings Pty Ltd - Australia
- Straits Asia Resources Limited - Singapore
- SMC Global Power, Philippines
- Global Business Power Corporation, Philippines
- McConnell Dowell - Australia
- Coalindo Energy - Indonesia
- Bhoruka Overseas - Indonesia
- Savvy Resources Ltd - HongKong
- Parliament of New Zealand
- The State Trading Corporation of India Ltd
- Pipit Mutiara Jaya. PT, Indonesia
- Agrawal Coal Company - India
- Makarim & Taira - Indonesia
- Electricity Authority, New Zealand
- Rio Tinto Coal - Australia
- White Energy Company Limited
- Planning Commission, India
- Salva Resources Pvt Ltd - India
- Sakthi Sugars Limited - India
- The University of Queensland
- Bukit Makmur.PT - Indonesia
- India Bulls Power Limited - India
- Iligan Light & Power Inc, Philippines
- ASAPP Information Group - India
- Tamil Nadu electricity Board
- Interocean Group of Companies - India
- Meralco Power Generation, Philippines
- Therma Luzon, Inc, Philippines
- New Zealand Coal & Carbon
- Posco Energy - South Korea
- Commonwealth Bank - Australia
- Metalloyd Limited - United Kingdom
- Aboitiz Power Corporation - Philippines
- Deloitte Consulting - India
- Indian Oil Corporation Limited
- Africa Commodities Group - South Africa
- Essar Steel Hazira Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Ind-Barath Power Infra Limited - India
- Thiess Contractors Indonesia
- Semirara Mining Corp, Philippines
- Alfred C Toepfer International GmbH - Germany
- SMG Consultants - Indonesia
- Kepco SPC Power Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- PTC India Limited - India
- Port Waratah Coal Services - Australia
- Videocon Industries ltd - India
- Bhushan Steel Limited - India
- ICICI Bank Limited - India
- Siam City Cement - Thailand
- MS Steel International - UAE
- Intertek Mineral Services - Indonesia
- Global Coal Blending Company Limited - Australia
- Leighton Contractors Pty Ltd - Australia
- Toyota Tsusho Corporation, Japan
- Medco Energi Mining Internasional
- Sinarmas Energy and Mining - Indonesia
- The Treasury - Australian Government
- Renaissance Capital - South Africa
- Parry Sugars Refinery, India
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