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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, 02 September 20
MARKET INSIGHT - INTERMODAL
The imminent global shift towards eco-friendliness has caused divide among the shipping community because there is no outlined, clear-cut way via w ...
Wednesday, 02 September 20
INDONESIA COAL PRICE REFERENCE DIVES FURTHER IN SEPTEMBER DUE TO SUBDUED DEMAND & GLOBAL OVERSUPPLY
Subdued demand & global oversupply pushed down this month's HBA
COALspot.com: The Indonesia Coal Price Reference ...
Tuesday, 01 September 20
WHY INDIA CAN'T MATCH THE GULF REGION'S RECORD-LOW SOLAR TARIFFS - IEEFA
5-10% annual decline in tariffs estimated for the next decade
A number of countries in the Gulf region have set record-low prices for solar in ...
Tuesday, 01 September 20
COVID-19 PUSHES US LNG INTO A TIGHT SPOT - DREWRY
The pandemic-led weak projections for economic growth will derail US LNG exports in full-year 2020 with the country also losing ground in the long ...
Monday, 31 August 20
DEFECTIVE PASSAGE PLANNING: UNSEAWORTHINESS OR A NAVIGATIONAL DECISION? THE CMA CGM LIBRA QUESTION SAILS ON TO THE UK SUPREME COURT - GARD
KNOWLEDGE TO ELEVATE
The UK Supreme Court has granted leave to appeal the recent decision in Alize 1954 v Allianz Elementar Versicherungs AG ( ...
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- Mercuria Energy - Indonesia
- Deloitte Consulting - India
- Meenaskhi Energy Private Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- VISA Power Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Georgia Ports Authority, United States
- Carbofer General Trading SA - India
- Cigading International Bulk Terminal - Indonesia
- Eastern Coal Council - USA
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ambuja Cements Ltd - India
- Coalindo Energy - Indonesia
- Toyota Tsusho Corporation, Japan
- Tamil Nadu electricity Board
- SMG Consultants - Indonesia
- Meralco Power Generation, Philippines
- Kartika Selabumi Mining - Indonesia
- Makarim & Taira - Indonesia
- Aditya Birla Group - India
- Eastern Energy - Thailand
- PNOC Exploration Corporation - Philippines
- Karbindo Abesyapradhi - Indoneisa
- Africa Commodities Group - South Africa
- AsiaOL BioFuels Corp., Philippines
- Medco Energi Mining Internasional
- Therma Luzon, Inc, Philippines
- Bhatia International Limited - India
- Parry Sugars Refinery, India
- Vijayanagar Sugar Pvt Ltd - India
- Mjunction Services Limited - India
- GAC Shipping (India) Pvt Ltd
- Kalimantan Lumbung Energi - Indonesia
- Kobexindo Tractors - Indoneisa
- European Bulk Services B.V. - Netherlands
- Bukit Baiduri Energy - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Timah Investasi Mineral - Indoneisa
- Pendopo Energi Batubara - Indonesia
- SMC Global Power, Philippines
- Electricity Authority, New Zealand
- Bahari Cakrawala Sebuku - Indonesia
- Romanian Commodities Exchange
- Dalmia Cement Bharat India
- Larsen & Toubro Limited - India
- Kideco Jaya Agung - Indonesia
- Altura Mining Limited, Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Australian Commodity Traders Exchange
- Thai Mozambique Logistica
- Xindia Steels Limited - India
- Parliament of New Zealand
- PetroVietnam Power Coal Import and Supply Company
- New Zealand Coal & Carbon
- Indo Tambangraya Megah - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- CIMB Investment Bank - Malaysia
- Banpu Public Company Limited - Thailand
- Binh Thuan Hamico - Vietnam
- Oldendorff Carriers - Singapore
- Central Java Power - Indonesia
- Thiess Contractors Indonesia
- Agrawal Coal Company - India
- Singapore Mercantile Exchange
- Jaiprakash Power Ventures ltd
- Billiton Holdings Pty Ltd - Australia
- Posco Energy - South Korea
- Cement Manufacturers Association - India
- Interocean Group of Companies - India
- Pipit Mutiara Jaya. PT, Indonesia
- Minerals Council of Australia
- Maheswari Brothers Coal Limited - India
- Savvy Resources Ltd - HongKong
- Grasim Industreis Ltd - India
- Kumho Petrochemical, South Korea
- Global Business Power Corporation, Philippines
- Edison Trading Spa - Italy
- India Bulls Power Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Sojitz Corporation - Japan
- Gujarat Mineral Development Corp Ltd - India
- Chettinad Cement Corporation Ltd - India
- Ind-Barath Power Infra Limited - India
- Commonwealth Bank - Australia
- Simpson Spence & Young - Indonesia
- Merrill Lynch Commodities Europe
- Intertek Mineral Services - Indonesia
- Trasteel International SA, Italy
- Asmin Koalindo Tuhup - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Vedanta Resources Plc - India
- Siam City Cement - Thailand
- Port Waratah Coal Services - Australia
- Bharathi Cement Corporation - India
- Star Paper Mills Limited - India
- Rio Tinto Coal - Australia
- Coastal Gujarat Power Limited - India
- Goldman Sachs - Singapore
- Videocon Industries ltd - India
- Kapuas Tunggal Persada - Indonesia
- Directorate Of Revenue Intelligence - India
- Madhucon Powers Ltd - India
- Bhoruka Overseas - Indonesia
- ASAPP Information Group - India
- South Luzon Thermal Energy Corporation
- McConnell Dowell - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ministry of Transport, Egypt
- IHS Mccloskey Coal Group - USA
- Karaikal Port Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Indian Oil Corporation Limited
- PTC India Limited - India
- Standard Chartered Bank - UAE
- Metalloyd Limited - United Kingdom
- Neyveli Lignite Corporation Ltd, - India
- Chamber of Mines of South Africa
- Semirara Mining Corp, Philippines
- Bangladesh Power Developement Board
- Marubeni Corporation - India
- Holcim Trading Pte Ltd - Singapore
- Bulk Trading Sa - Switzerland
- Malabar Cements Ltd - India
- Uttam Galva Steels Limited - India
- Mintek Dendrill Indonesia
- Global Coal Blending Company Limited - Australia
- Kohat Cement Company Ltd. - Pakistan
- Indonesian Coal Mining Association
- OPG Power Generation Pvt Ltd - India
- London Commodity Brokers - England
- Sree Jayajothi Cements Limited - India
- Kepco SPC Power Corporation, Philippines
- Ministry of Mines - Canada
- Wood Mackenzie - Singapore
- GVK Power & Infra Limited - India
- Sakthi Sugars Limited - India
- Petron Corporation, Philippines
- Indika Energy - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bukit Makmur.PT - Indonesia
- Kaltim Prima Coal - Indonesia
- White Energy Company Limited
- Gujarat Electricity Regulatory Commission - India
- Straits Asia Resources Limited - Singapore
- Latin American Coal - Colombia
- Indogreen Group - Indonesia
- Aboitiz Power Corporation - Philippines
- Heidelberg Cement - Germany
- Alfred C Toepfer International GmbH - Germany
- Bank of Tokyo Mitsubishi UFJ Ltd
- Globalindo Alam Lestari - Indonesia
- Renaissance Capital - South Africa
- Attock Cement Pakistan Limited
- Riau Bara Harum - Indonesia
- Australian Coal Association
- Borneo Indobara - Indonesia
- The University of Queensland
- Krishnapatnam Port Company Ltd. - India
- Central Electricity Authority - India
- Sarangani Energy Corporation, Philippines
- Barasentosa Lestari - Indonesia
- Economic Council, Georgia
- Jindal Steel & Power Ltd - India
- SN Aboitiz Power Inc, Philippines
- Antam Resourcindo - Indonesia
- Price Waterhouse Coopers - Russia
- Sinarmas Energy and Mining - Indonesia
- The State Trading Corporation of India Ltd
- Ministry of Finance - Indonesia
- Independent Power Producers Association of India
- Indian Energy Exchange, India
- Gujarat Sidhee Cement - India
- Energy Development Corp, Philippines
- LBH Netherlands Bv - Netherlands
- Power Finance Corporation Ltd., India
- Bukit Asam (Persero) Tbk - Indonesia
- GMR Energy Limited - India
- Manunggal Multi Energi - Indonesia
- Lanco Infratech Ltd - India
- Sindya Power Generating Company Private Ltd
- Coal and Oil Company - UAE
- Planning Commission, India
- Salva Resources Pvt Ltd - India
- PowerSource Philippines DevCo
- IEA Clean Coal Centre - UK
- Formosa Plastics Group - Taiwan
- Maharashtra Electricity Regulatory Commission - India
- Bayan Resources Tbk. - Indonesia
- CNBM International Corporation - China
- Orica Mining Services - Indonesia
- Orica Australia Pty. Ltd.
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Baramulti Group, Indonesia
- Global Green Power PLC Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Samtan Co., Ltd - South Korea
- Vizag Seaport Private Limited - India
- Miang Besar Coal Terminal - Indonesia
- The Treasury - Australian Government
- Mercator Lines Limited - India
- Directorate General of MIneral and Coal - Indonesia
- International Coal Ventures Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- ICICI Bank Limited - India
- Siam City Cement PLC, Thailand
- Ceylon Electricity Board - Sri Lanka
- Sical Logistics Limited - India
- Electricity Generating Authority of Thailand
- Anglo American - United Kingdom
- Wilmar Investment Holdings
- MS Steel International - UAE
- Bhushan Steel Limited - India
- Semirara Mining and Power Corporation, Philippines
- Energy Link Ltd, New Zealand
- Iligan Light & Power Inc, Philippines
- Tata Chemicals Ltd - India
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