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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, 28 September 20
NEW LNG PROJECTS - ALL DRESSED UP AND NO PLACE TO GO - WOOD MACKENZIE
It was meant to be another boom year. After a record 70 mmtpa of new LNG capacity was sanctioned in 2019, at least as much capacity was lined up fo ...
Thursday, 24 September 20
SUPRAMAX: INDO TO INDIA FIXING AROUND US$13,000 - FEARNLEYS
Cape
Over the last week the iron ore segment from Brazil to China has picked up, and we see freight rates up USD 2 (12%) week on week Fearnleys ...
Thursday, 24 September 20
KOREA MIDLAND POWER TO BUY 1.92 MILLION TONS OF 4,300-4,700 NCV COAL FOR THREE YEARS
COALspot.com: Korea Midland Power Co. Ltd, has issued an International tender for 640,000 MT 4,300-4,700 kcal/kg NCV coal per year.
...
Wednesday, 23 September 20
VIETNAM'S NEW POWER DEVELOPMENT PLAN MUST OPTIMIZE RENEWABLES AND AVOID FOSSIL FUEL LOCK-IN: IEEFA
EVN’s financial constraints leaves the utility with little room for error
Implementing Vietnam’s soon-to-be-launched next Power De ...
Wednesday, 23 September 20
MARKET INSIGHT - INTERMODAL
Undoubtedly, this year (ongoing) will never be forgotten because in a matter of months it has managed to severely affect and shape our day to day p ...
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- PetroVietnam Power Coal Import and Supply Company
- Carbofer General Trading SA - India
- Ind-Barath Power Infra Limited - India
- Directorate Of Revenue Intelligence - India
- Billiton Holdings Pty Ltd - Australia
- Electricity Generating Authority of Thailand
- AsiaOL BioFuels Corp., Philippines
- Eastern Coal Council - USA
- Marubeni Corporation - India
- White Energy Company Limited
- Electricity Authority, New Zealand
- Global Green Power PLC Corporation, Philippines
- Madhucon Powers Ltd - India
- Sree Jayajothi Cements Limited - India
- The University of Queensland
- Makarim & Taira - Indonesia
- PowerSource Philippines DevCo
- Indian Oil Corporation Limited
- Intertek Mineral Services - Indonesia
- ASAPP Information Group - India
- Trasteel International SA, Italy
- ICICI Bank Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Singapore Mercantile Exchange
- Bukit Makmur.PT - Indonesia
- Australian Commodity Traders Exchange
- India Bulls Power Limited - India
- Indogreen Group - Indonesia
- Global Business Power Corporation, Philippines
- Commonwealth Bank - Australia
- Agrawal Coal Company - India
- Semirara Mining and Power Corporation, Philippines
- Planning Commission, India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Petron Corporation, Philippines
- Mercator Lines Limited - India
- Manunggal Multi Energi - Indonesia
- Coalindo Energy - Indonesia
- Star Paper Mills Limited - India
- Kartika Selabumi Mining - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ministry of Transport, Egypt
- Vizag Seaport Private Limited - India
- Larsen & Toubro Limited - India
- SN Aboitiz Power Inc, Philippines
- Salva Resources Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Meenaskhi Energy Private Limited - India
- Essar Steel Hazira Ltd - India
- Barasentosa Lestari - Indonesia
- Coal and Oil Company - UAE
- Karaikal Port Pvt Ltd - India
- SMC Global Power, Philippines
- Gujarat Sidhee Cement - India
- Merrill Lynch Commodities Europe
- Gujarat Electricity Regulatory Commission - India
- Edison Trading Spa - Italy
- Petrochimia International Co. Ltd.- Taiwan
- Ministry of Mines - Canada
- Bukit Asam (Persero) Tbk - Indonesia
- Formosa Plastics Group - Taiwan
- Sindya Power Generating Company Private Ltd
- Miang Besar Coal Terminal - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Oldendorff Carriers - Singapore
- Sical Logistics Limited - India
- IHS Mccloskey Coal Group - USA
- Cement Manufacturers Association - India
- Attock Cement Pakistan Limited
- The Treasury - Australian Government
- Global Coal Blending Company Limited - Australia
- Sakthi Sugars Limited - India
- Port Waratah Coal Services - Australia
- Thiess Contractors Indonesia
- CNBM International Corporation - China
- Altura Mining Limited, Indonesia
- Mercuria Energy - Indonesia
- Indonesian Coal Mining Association
- Karbindo Abesyapradhi - Indoneisa
- Bulk Trading Sa - Switzerland
- Africa Commodities Group - South Africa
- Energy Development Corp, Philippines
- Bhatia International Limited - India
- Grasim Industreis Ltd - India
- Wood Mackenzie - Singapore
- Anglo American - United Kingdom
- Bharathi Cement Corporation - India
- Posco Energy - South Korea
- Kalimantan Lumbung Energi - Indonesia
- GMR Energy Limited - India
- London Commodity Brokers - England
- Savvy Resources Ltd - HongKong
- International Coal Ventures Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Aboitiz Power Corporation - Philippines
- Binh Thuan Hamico - Vietnam
- Central Electricity Authority - India
- Vedanta Resources Plc - India
- Mintek Dendrill Indonesia
- Metalloyd Limited - United Kingdom
- Georgia Ports Authority, United States
- Samtan Co., Ltd - South Korea
- Kepco SPC Power Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- Medco Energi Mining Internasional
- Asmin Koalindo Tuhup - Indonesia
- Bhushan Steel Limited - India
- Semirara Mining Corp, Philippines
- Iligan Light & Power Inc, Philippines
- Sarangani Energy Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Jorong Barutama Greston.PT - Indonesia
- GVK Power & Infra Limited - India
- Coastal Gujarat Power Limited - India
- Xindia Steels Limited - India
- Chamber of Mines of South Africa
- Borneo Indobara - Indonesia
- PNOC Exploration Corporation - Philippines
- Parry Sugars Refinery, India
- Orica Australia Pty. Ltd.
- Globalindo Alam Lestari - Indonesia
- Independent Power Producers Association of India
- Kohat Cement Company Ltd. - Pakistan
- VISA Power Limited - India
- Ambuja Cements Ltd - India
- Aditya Birla Group - India
- Videocon Industries ltd - India
- Uttam Galva Steels Limited - India
- Krishnapatnam Port Company Ltd. - India
- MS Steel International - UAE
- Indian Energy Exchange, India
- TNB Fuel Sdn Bhd - Malaysia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Alfred C Toepfer International GmbH - Germany
- Ceylon Electricity Board - Sri Lanka
- Bahari Cakrawala Sebuku - Indonesia
- Economic Council, Georgia
- Sinarmas Energy and Mining - Indonesia
- Bukit Baiduri Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- The State Trading Corporation of India Ltd
- Antam Resourcindo - Indonesia
- Romanian Commodities Exchange
- TeaM Sual Corporation - Philippines
- Leighton Contractors Pty Ltd - Australia
- IEA Clean Coal Centre - UK
- Vijayanagar Sugar Pvt Ltd - India
- Deloitte Consulting - India
- Indo Tambangraya Megah - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Goldman Sachs - Singapore
- Bayan Resources Tbk. - Indonesia
- Timah Investasi Mineral - Indoneisa
- CIMB Investment Bank - Malaysia
- Offshore Bulk Terminal Pte Ltd, Singapore
- New Zealand Coal & Carbon
- Standard Chartered Bank - UAE
- Bhoruka Overseas - Indonesia
- Simpson Spence & Young - Indonesia
- Toyota Tsusho Corporation, Japan
- European Bulk Services B.V. - Netherlands
- Straits Asia Resources Limited - Singapore
- Australian Coal Association
- Jindal Steel & Power Ltd - India
- GAC Shipping (India) Pvt Ltd
- Ministry of Finance - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Mjunction Services Limited - India
- Lanco Infratech Ltd - India
- Indika Energy - Indonesia
- Kumho Petrochemical, South Korea
- Interocean Group of Companies - India
- Power Finance Corporation Ltd., India
- SMG Consultants - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Energy Link Ltd, New Zealand
- Meralco Power Generation, Philippines
- Thai Mozambique Logistica
- Banpu Public Company Limited - Thailand
- Sojitz Corporation - Japan
- Directorate General of MIneral and Coal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Kobexindo Tractors - Indoneisa
- Dalmia Cement Bharat India
- Parliament of New Zealand
- Central Java Power - Indonesia
- Kaltim Prima Coal - Indonesia
- McConnell Dowell - Australia
- Rio Tinto Coal - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Eastern Energy - Thailand
- Jaiprakash Power Ventures ltd
- Bangladesh Power Developement Board
- Orica Mining Services - Indonesia
- Malabar Cements Ltd - India
- Renaissance Capital - South Africa
- PTC India Limited - India
- Tata Chemicals Ltd - India
- Baramulti Group, Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Riau Bara Harum - Indonesia
- OPG Power Generation Pvt Ltd - India
- Heidelberg Cement - Germany
- Tamil Nadu electricity Board
- Pendopo Energi Batubara - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Wilmar Investment Holdings
- Latin American Coal - Colombia
- Minerals Council of Australia
- Siam City Cement - Thailand
- San Jose City I Power Corp, Philippines
- South Luzon Thermal Energy Corporation
- Kapuas Tunggal Persada - Indonesia
- Chettinad Cement Corporation Ltd - India
- Siam City Cement PLC, Thailand
- Price Waterhouse Coopers - Russia
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