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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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Sunday, 30 August 20
PANAMAX - THIS WEEK THE DEMAND HAS PICKED UP, BUT THE TONNAGE LIST IS INCREASING DAY BY DAY - FEARNLEYS
Cape Size
More or less flat from previous week, with cape rates moving from US$ 19,500 to 18,900 on average. West Australia however being more ...
Saturday, 29 August 20
COAL INDIA'S FUEL SUPPLY TO POWER SECTOR DROPS ABOUT 20% IN APR-JUL: PTI
State-owned Coal India”s fuel supply to the power sector registered a decline of 19.5 per cent to 126.30 million tonnes (MT) in the April-Jul ...
Saturday, 29 August 20
SOUTH KOREAN BROKERAGE FIRM KOREA INVESTMENT & SECURITIES TO STOP ALL COAL BUSINESS - KOREA HERALD
South Korean brokerage firm Korea Investment & Securities has decided to stop its investments in coal, in line with the Moon Jae-in administrat ...
Thursday, 27 August 20
KOREAN GENCOS INVITED BIDS FOR TOTAL 985,000 TONS OF BITUMINOUS COAL FOR NOVEMBER 2020 LOADING
COALspot.com: Korea Midland Power Co., Ltd (KOMIPO) on behalf of EWP, KOSPO, KOSEP and KOWEPO has issued an international tender for total 985,000 ...
Thursday, 27 August 20
SOUTHEAST ASIAN NATIONS SET REGION-WIDE RENEWABLE ENERGY GOAL OF 23 PERCENT BY 2025 - ASEAN POST
The Association of Southeast Asian Nations (ASEAN) has set an ambitious target of securing 23 percent of its primary energy from renewable so ...
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Showing 806 to 810 news of total 6871 |
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- Indonesian Coal Mining Association
- Indogreen Group - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Price Waterhouse Coopers - Russia
- Aditya Birla Group - India
- Energy Link Ltd, New Zealand
- Chamber of Mines of South Africa
- Savvy Resources Ltd - HongKong
- MS Steel International - UAE
- Interocean Group of Companies - India
- Neyveli Lignite Corporation Ltd, - India
- Madhucon Powers Ltd - India
- Tamil Nadu electricity Board
- Coastal Gujarat Power Limited - India
- SMG Consultants - Indonesia
- TeaM Sual Corporation - Philippines
- GAC Shipping (India) Pvt Ltd
- Independent Power Producers Association of India
- Makarim & Taira - Indonesia
- Toyota Tsusho Corporation, Japan
- Riau Bara Harum - Indonesia
- Ministry of Finance - Indonesia
- Altura Mining Limited, Indonesia
- Uttam Galva Steels Limited - India
- The University of Queensland
- Ind-Barath Power Infra Limited - India
- Electricity Generating Authority of Thailand
- Indika Energy - Indonesia
- Banpu Public Company Limited - Thailand
- Rashtriya Ispat Nigam Limited - India
- Mjunction Services Limited - India
- Cigading International Bulk Terminal - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Global Green Power PLC Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Orica Mining Services - Indonesia
- Wilmar Investment Holdings
- Binh Thuan Hamico - Vietnam
- GMR Energy Limited - India
- Jindal Steel & Power Ltd - India
- Georgia Ports Authority, United States
- Australian Commodity Traders Exchange
- London Commodity Brokers - England
- Star Paper Mills Limited - India
- Vedanta Resources Plc - India
- CIMB Investment Bank - Malaysia
- Bangladesh Power Developement Board
- Pendopo Energi Batubara - Indonesia
- Indo Tambangraya Megah - Indonesia
- Eastern Energy - Thailand
- Eastern Coal Council - USA
- Antam Resourcindo - Indonesia
- Karaikal Port Pvt Ltd - India
- Dalmia Cement Bharat India
- Directorate Of Revenue Intelligence - India
- Borneo Indobara - Indonesia
- Indian Oil Corporation Limited
- Essar Steel Hazira Ltd - India
- Africa Commodities Group - South Africa
- Formosa Plastics Group - Taiwan
- Bukit Baiduri Energy - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Gujarat Mineral Development Corp Ltd - India
- Agrawal Coal Company - India
- Intertek Mineral Services - Indonesia
- White Energy Company Limited
- Kohat Cement Company Ltd. - Pakistan
- Attock Cement Pakistan Limited
- Global Business Power Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Mercuria Energy - Indonesia
- Siam City Cement - Thailand
- Heidelberg Cement - Germany
- Posco Energy - South Korea
- Kumho Petrochemical, South Korea
- TNB Fuel Sdn Bhd - Malaysia
- Thai Mozambique Logistica
- Cement Manufacturers Association - India
- Rio Tinto Coal - Australia
- Sojitz Corporation - Japan
- GVK Power & Infra Limited - India
- Central Java Power - Indonesia
- Global Coal Blending Company Limited - Australia
- ICICI Bank Limited - India
- Kartika Selabumi Mining - Indonesia
- Coalindo Energy - Indonesia
- Kideco Jaya Agung - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Malabar Cements Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Alfred C Toepfer International GmbH - Germany
- The State Trading Corporation of India Ltd
- Latin American Coal - Colombia
- Edison Trading Spa - Italy
- Timah Investasi Mineral - Indoneisa
- South Luzon Thermal Energy Corporation
- Parry Sugars Refinery, India
- Xindia Steels Limited - India
- Holcim Trading Pte Ltd - Singapore
- Coal and Oil Company - UAE
- Metalloyd Limited - United Kingdom
- PTC India Limited - India
- Economic Council, Georgia
- Jaiprakash Power Ventures ltd
- Australian Coal Association
- IEA Clean Coal Centre - UK
- Globalindo Alam Lestari - Indonesia
- Bayan Resources Tbk. - Indonesia
- SN Aboitiz Power Inc, Philippines
- Vizag Seaport Private Limited - India
- Sree Jayajothi Cements Limited - India
- ASAPP Information Group - India
- Mercator Lines Limited - India
- Kaltim Prima Coal - Indonesia
- Commonwealth Bank - Australia
- Lanco Infratech Ltd - India
- Grasim Industreis Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Wood Mackenzie - Singapore
- OPG Power Generation Pvt Ltd - India
- The Treasury - Australian Government
- Baramulti Group, Indonesia
- Energy Development Corp, Philippines
- Sarangani Energy Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Petron Corporation, Philippines
- India Bulls Power Limited - India
- Ambuja Cements Ltd - India
- Sakthi Sugars Limited - India
- Siam City Cement PLC, Thailand
- Electricity Authority, New Zealand
- Salva Resources Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- International Coal Ventures Pvt Ltd - India
- Standard Chartered Bank - UAE
- Krishnapatnam Port Company Ltd. - India
- Gujarat Sidhee Cement - India
- AsiaOL BioFuels Corp., Philippines
- Renaissance Capital - South Africa
- Kepco SPC Power Corporation, Philippines
- Bhushan Steel Limited - India
- Kobexindo Tractors - Indoneisa
- Central Electricity Authority - India
- CNBM International Corporation - China
- Larsen & Toubro Limited - India
- Videocon Industries ltd - India
- Semirara Mining and Power Corporation, Philippines
- San Jose City I Power Corp, Philippines
- Ministry of Mines - Canada
- Power Finance Corporation Ltd., India
- Miang Besar Coal Terminal - Indonesia
- Sical Logistics Limited - India
- Minerals Council of Australia
- Semirara Mining Corp, Philippines
- Trasteel International SA, Italy
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bhatia International Limited - India
- Gujarat Electricity Regulatory Commission - India
- Planning Commission, India
- PNOC Exploration Corporation - Philippines
- Deloitte Consulting - India
- Indian Energy Exchange, India
- Ministry of Transport, Egypt
- Barasentosa Lestari - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Marubeni Corporation - India
- European Bulk Services B.V. - Netherlands
- Parliament of New Zealand
- Asmin Koalindo Tuhup - Indonesia
- LBH Netherlands Bv - Netherlands
- Bukit Asam (Persero) Tbk - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Therma Luzon, Inc, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Romanian Commodities Exchange
- Medco Energi Mining Internasional
- Sinarmas Energy and Mining - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Anglo American - United Kingdom
- Singapore Mercantile Exchange
- Port Waratah Coal Services - Australia
- Tata Chemicals Ltd - India
- New Zealand Coal & Carbon
- Bukit Makmur.PT - Indonesia
- Goldman Sachs - Singapore
- Iligan Light & Power Inc, Philippines
- Carbofer General Trading SA - India
- Leighton Contractors Pty Ltd - Australia
- Meralco Power Generation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- SMC Global Power, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- McConnell Dowell - Australia
- Mintek Dendrill Indonesia
- Bharathi Cement Corporation - India
- VISA Power Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Merrill Lynch Commodities Europe
- Maharashtra Electricity Regulatory Commission - India
- Bulk Trading Sa - Switzerland
- Thiess Contractors Indonesia
- IHS Mccloskey Coal Group - USA
- Pipit Mutiara Jaya. PT, Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Sindya Power Generating Company Private Ltd
- Straits Asia Resources Limited - Singapore
- PowerSource Philippines DevCo
- Samtan Co., Ltd - South Korea
- Manunggal Multi Energi - Indonesia
- Oldendorff Carriers - Singapore
- Billiton Holdings Pty Ltd - Australia
- Meenaskhi Energy Private Limited - India
- Bhoruka Overseas - Indonesia
- Aboitiz Power Corporation - Philippines
- Orica Australia Pty. Ltd.
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