We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Thursday, 27 August 20
BANGLADESH POWER MINISTRY SEEKING AUTHORITY TO CANCEL 13,000 MW OF PROPOSED COAL-FIRED CAPACITY - BUSINESS STANDARD
In a bid to move away from dirty energy, the Ministry of Power, Energy and Mineral Resources is seeking the prime minister’s approval to conv ...
Wednesday, 26 August 20
ASIAN COAL PRICES LIKELY TO REMAIN DEPRESSED SAY TRADERS, ANALYSTS - REUTERS
Asian coal prices, which have fallen around 25% this year as power demand slumped due to the coronavirus outbreak, are unlikely to move higher befo ...
Wednesday, 26 August 20
WORLD COAL EXPORTS: INDONESIAN THERMAL COAL EXPORTS HAVE COME UNDER PRESSURE AS THERMAL COAL PRICES WEAKEN - REPORT
Indonesia’s exports to decline sharply from record highs
Indonesia is the world’s largest thermal coal exporter, sellin ...
Wednesday, 26 August 20
JAPAN'S COAL IMPORTS ARE BEING AFFECTED BY COMPETING INFLUENCES - REPORT
Japan is the world’s third largest thermal coal importer, importing an estimated 135 million tonnes of thermal coal in 2019. The country&rsqu ...
Wednesday, 26 August 20
PENDING SOUTH KOREA LEGISLATION COULD FORCE HALT TO COUNTRY’S COAL PLANT EXPORT DEALS - KOREA ECONOMIC DAILY
South Korea’s parliament looks set to pass new legislation to ban financing on foreign coal power projects, putting all overseas coal-fired p ...
|
|
|
Showing 811 to 815 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Sojitz Corporation - Japan
- Meralco Power Generation, Philippines
- White Energy Company Limited
- Straits Asia Resources Limited - Singapore
- Siam City Cement - Thailand
- Ministry of Finance - Indonesia
- Binh Thuan Hamico - Vietnam
- Neyveli Lignite Corporation Ltd, - India
- Kideco Jaya Agung - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Agrawal Coal Company - India
- Cement Manufacturers Association - India
- Maharashtra Electricity Regulatory Commission - India
- Bharathi Cement Corporation - India
- Africa Commodities Group - South Africa
- Indo Tambangraya Megah - Indonesia
- PTC India Limited - India
- PNOC Exploration Corporation - Philippines
- Eastern Coal Council - USA
- Ambuja Cements Ltd - India
- GMR Energy Limited - India
- Posco Energy - South Korea
- Ministry of Transport, Egypt
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Independent Power Producers Association of India
- Central Java Power - Indonesia
- Borneo Indobara - Indonesia
- Latin American Coal - Colombia
- Attock Cement Pakistan Limited
- Electricity Generating Authority of Thailand
- Goldman Sachs - Singapore
- Jindal Steel & Power Ltd - India
- Makarim & Taira - Indonesia
- Metalloyd Limited - United Kingdom
- Mjunction Services Limited - India
- Indian Oil Corporation Limited
- Pendopo Energi Batubara - Indonesia
- Mercuria Energy - Indonesia
- Parry Sugars Refinery, India
- Coal and Oil Company - UAE
- Siam City Cement PLC, Thailand
- Intertek Mineral Services - Indonesia
- The University of Queensland
- OPG Power Generation Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- Oldendorff Carriers - Singapore
- AsiaOL BioFuels Corp., Philippines
- Kepco SPC Power Corporation, Philippines
- India Bulls Power Limited - India
- Iligan Light & Power Inc, Philippines
- Jorong Barutama Greston.PT - Indonesia
- SMC Global Power, Philippines
- Directorate Of Revenue Intelligence - India
- VISA Power Limited - India
- Gujarat Sidhee Cement - India
- Simpson Spence & Young - Indonesia
- Singapore Mercantile Exchange
- Wilmar Investment Holdings
- CNBM International Corporation - China
- Asmin Koalindo Tuhup - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Mintek Dendrill Indonesia
- Meenaskhi Energy Private Limited - India
- Gujarat Electricity Regulatory Commission - India
- Port Waratah Coal Services - Australia
- Global Business Power Corporation, Philippines
- Lanco Infratech Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Marubeni Corporation - India
- GAC Shipping (India) Pvt Ltd
- Renaissance Capital - South Africa
- Orica Australia Pty. Ltd.
- London Commodity Brokers - England
- Medco Energi Mining Internasional
- Karbindo Abesyapradhi - Indoneisa
- SMG Consultants - Indonesia
- Kartika Selabumi Mining - Indonesia
- Antam Resourcindo - Indonesia
- Riau Bara Harum - Indonesia
- Eastern Energy - Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- Bhatia International Limited - India
- Price Waterhouse Coopers - Russia
- CIMB Investment Bank - Malaysia
- TeaM Sual Corporation - Philippines
- Carbofer General Trading SA - India
- GVK Power & Infra Limited - India
- Aditya Birla Group - India
- Sree Jayajothi Cements Limited - India
- Indian Energy Exchange, India
- Savvy Resources Ltd - HongKong
- Indika Energy - Indonesia
- Bulk Trading Sa - Switzerland
- The State Trading Corporation of India Ltd
- LBH Netherlands Bv - Netherlands
- New Zealand Coal & Carbon
- Heidelberg Cement - Germany
- Trasteel International SA, Italy
- Chamber of Mines of South Africa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Minerals Council of Australia
- Xindia Steels Limited - India
- European Bulk Services B.V. - Netherlands
- ICICI Bank Limited - India
- Chettinad Cement Corporation Ltd - India
- San Jose City I Power Corp, Philippines
- Timah Investasi Mineral - Indoneisa
- Formosa Plastics Group - Taiwan
- Ind-Barath Power Infra Limited - India
- Madhucon Powers Ltd - India
- Tamil Nadu electricity Board
- Central Electricity Authority - India
- Leighton Contractors Pty Ltd - Australia
- Commonwealth Bank - Australia
- Kumho Petrochemical, South Korea
- Kaltim Prima Coal - Indonesia
- Star Paper Mills Limited - India
- Vizag Seaport Private Limited - India
- Alfred C Toepfer International GmbH - Germany
- Anglo American - United Kingdom
- Bukit Makmur.PT - Indonesia
- Vedanta Resources Plc - India
- Bayan Resources Tbk. - Indonesia
- Globalindo Alam Lestari - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Coastal Gujarat Power Limited - India
- Videocon Industries ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Wood Mackenzie - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- McConnell Dowell - Australia
- Petron Corporation, Philippines
- Parliament of New Zealand
- TNB Fuel Sdn Bhd - Malaysia
- Aboitiz Power Corporation - Philippines
- Rashtriya Ispat Nigam Limited - India
- Ceylon Electricity Board - Sri Lanka
- Malabar Cements Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Mercator Lines Limited - India
- Krishnapatnam Port Company Ltd. - India
- Therma Luzon, Inc, Philippines
- Romanian Commodities Exchange
- Global Green Power PLC Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Planning Commission, India
- Sical Logistics Limited - India
- Samtan Co., Ltd - South Korea
- Energy Development Corp, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Australian Coal Association
- Manunggal Multi Energi - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Interocean Group of Companies - India
- Edison Trading Spa - Italy
- Maheswari Brothers Coal Limited - India
- SN Aboitiz Power Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- Semirara Mining and Power Corporation, Philippines
- Deloitte Consulting - India
- PetroVietnam Power Coal Import and Supply Company
- Bangladesh Power Developement Board
- Coalindo Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Grasim Industreis Ltd - India
- Uttam Galva Steels Limited - India
- IHS Mccloskey Coal Group - USA
- Indonesian Coal Mining Association
- Kobexindo Tractors - Indoneisa
- Banpu Public Company Limited - Thailand
- Indogreen Group - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Karaikal Port Pvt Ltd - India
- Energy Link Ltd, New Zealand
- Jaiprakash Power Ventures ltd
- Toyota Tsusho Corporation, Japan
- Australian Commodity Traders Exchange
- Georgia Ports Authority, United States
- GN Power Mariveles Coal Plant, Philippines
- Bhoruka Overseas - Indonesia
- Altura Mining Limited, Indonesia
- Economic Council, Georgia
- South Luzon Thermal Energy Corporation
- International Coal Ventures Pvt Ltd - India
- Salva Resources Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Sakthi Sugars Limited - India
- Dalmia Cement Bharat India
- Rio Tinto Coal - Australia
- Kapuas Tunggal Persada - Indonesia
- Larsen & Toubro Limited - India
- Power Finance Corporation Ltd., India
- ASAPP Information Group - India
- Standard Chartered Bank - UAE
- Baramulti Group, Indonesia
- Bukit Baiduri Energy - Indonesia
- Tata Chemicals Ltd - India
- Thai Mozambique Logistica
- Ministry of Mines - Canada
- Global Coal Blending Company Limited - Australia
- Sindya Power Generating Company Private Ltd
- The Treasury - Australian Government
- Essar Steel Hazira Ltd - India
- Orica Mining Services - Indonesia
- Thiess Contractors Indonesia
- PowerSource Philippines DevCo
- Electricity Authority, New Zealand
- Semirara Mining Corp, Philippines
- Merrill Lynch Commodities Europe
- Cigading International Bulk Terminal - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bhushan Steel Limited - India
- Barasentosa Lestari - Indonesia
- MS Steel International - UAE
|
| |
| |
|
