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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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Friday, 21 August 20
BHP COMMITS TO SELLING ITS THERMAL COALMINES WITHIN TWO YEARS - THE GUARDIAN
Move follows pressure from investors but company stops short of full exit from coalmining
BHP has announced it plans to sell off its ...
Thursday, 20 August 20
MINER BHP CONFIRMS PLANS TO EXIT THERMAL COAL SECTOR - THE SYDNEY MORNING HERALD
The head of mining giant BHP has laid out plans for a reshaping of its global operations by seeking to quit thermal coal mining, offload some cokin ...
Thursday, 20 August 20
LONDON RETAINS ARBITER CROWN - BALTIC EXCHANGE | HFW
Fears that the UK’s decision to leave the European Union would dent the reputation of the nation’s capital as the leader in maritime ar ...
Wednesday, 19 August 20
U.S. COAL STOCKPILES STEADILY INCREASE AFTER REACHING LOWEST LEVEL IN A DECADE IN 2019 - EIA
After reaching their lowest level in more than a decade in March 2019, U.S. coal stockpiles steadily increased to 152 million tons in April 2020, r ...
Wednesday, 19 August 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX DOWN 0.26 PCT - XINHUA
China Taiyuan coal transaction price index stood at 124.92 points Monday, down 0.26 percent week on week.
The index, released by Chi ...
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- Electricity Authority, New Zealand
- Antam Resourcindo - Indonesia
- Banpu Public Company Limited - Thailand
- Dalmia Cement Bharat India
- Carbofer General Trading SA - India
- Directorate General of MIneral and Coal - Indonesia
- LBH Netherlands Bv - Netherlands
- Ministry of Mines - Canada
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Jindal Steel & Power Ltd - India
- Parliament of New Zealand
- PTC India Limited - India
- Sakthi Sugars Limited - India
- Georgia Ports Authority, United States
- Wilmar Investment Holdings
- Coal and Oil Company - UAE
- Asmin Koalindo Tuhup - Indonesia
- Kartika Selabumi Mining - Indonesia
- Manunggal Multi Energi - Indonesia
- Anglo American - United Kingdom
- Offshore Bulk Terminal Pte Ltd, Singapore
- SN Aboitiz Power Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- Bulk Trading Sa - Switzerland
- India Bulls Power Limited - India
- Directorate Of Revenue Intelligence - India
- San Jose City I Power Corp, Philippines
- Vizag Seaport Private Limited - India
- Altura Mining Limited, Indonesia
- Meenaskhi Energy Private Limited - India
- South Luzon Thermal Energy Corporation
- Leighton Contractors Pty Ltd - Australia
- Ind-Barath Power Infra Limited - India
- PowerSource Philippines DevCo
- Economic Council, Georgia
- Makarim & Taira - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Planning Commission, India
- GN Power Mariveles Coal Plant, Philippines
- Bangladesh Power Developement Board
- Madhucon Powers Ltd - India
- Kepco SPC Power Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Maheswari Brothers Coal Limited - India
- Timah Investasi Mineral - Indoneisa
- Trasteel International SA, Italy
- Malabar Cements Ltd - India
- Salva Resources Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- International Coal Ventures Pvt Ltd - India
- Star Paper Mills Limited - India
- Cigading International Bulk Terminal - Indonesia
- SMC Global Power, Philippines
- GAC Shipping (India) Pvt Ltd
- Bhoruka Overseas - Indonesia
- Kaltim Prima Coal - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Meralco Power Generation, Philippines
- Globalindo Alam Lestari - Indonesia
- Power Finance Corporation Ltd., India
- Standard Chartered Bank - UAE
- Riau Bara Harum - Indonesia
- The Treasury - Australian Government
- Mercuria Energy - Indonesia
- GMR Energy Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Eastern Coal Council - USA
- Pipit Mutiara Jaya. PT, Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Independent Power Producers Association of India
- Oldendorff Carriers - Singapore
- Straits Asia Resources Limited - Singapore
- Posco Energy - South Korea
- Gujarat Electricity Regulatory Commission - India
- PNOC Exploration Corporation - Philippines
- Intertek Mineral Services - Indonesia
- IEA Clean Coal Centre - UK
- Jaiprakash Power Ventures ltd
- Ministry of Transport, Egypt
- Pendopo Energi Batubara - Indonesia
- Sindya Power Generating Company Private Ltd
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Sojitz Corporation - Japan
- Barasentosa Lestari - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Ceylon Electricity Board - Sri Lanka
- Holcim Trading Pte Ltd - Singapore
- Price Waterhouse Coopers - Russia
- CNBM International Corporation - China
- Borneo Indobara - Indonesia
- ICICI Bank Limited - India
- Interocean Group of Companies - India
- Miang Besar Coal Terminal - Indonesia
- Deloitte Consulting - India
- PetroVietnam Power Coal Import and Supply Company
- Thiess Contractors Indonesia
- Orica Mining Services - Indonesia
- The University of Queensland
- Chamber of Mines of South Africa
- Indo Tambangraya Megah - Indonesia
- Singapore Mercantile Exchange
- Sical Logistics Limited - India
- Indonesian Coal Mining Association
- Kobexindo Tractors - Indoneisa
- Chettinad Cement Corporation Ltd - India
- Baramulti Group, Indonesia
- Bukit Baiduri Energy - Indonesia
- Gujarat Sidhee Cement - India
- IHS Mccloskey Coal Group - USA
- Essar Steel Hazira Ltd - India
- Bharathi Cement Corporation - India
- VISA Power Limited - India
- Mercator Lines Limited - India
- Kideco Jaya Agung - Indonesia
- Karaikal Port Pvt Ltd - India
- Central Java Power - Indonesia
- McConnell Dowell - Australia
- Commonwealth Bank - Australia
- Bhushan Steel Limited - India
- Rio Tinto Coal - Australia
- New Zealand Coal & Carbon
- SMG Consultants - Indonesia
- Bhatia International Limited - India
- Uttam Galva Steels Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Mjunction Services Limited - India
- Energy Development Corp, Philippines
- Iligan Light & Power Inc, Philippines
- Sinarmas Energy and Mining - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Goldman Sachs - Singapore
- Indogreen Group - Indonesia
- London Commodity Brokers - England
- Marubeni Corporation - India
- Parry Sugars Refinery, India
- Romanian Commodities Exchange
- Aditya Birla Group - India
- Krishnapatnam Port Company Ltd. - India
- Ambuja Cements Ltd - India
- Renaissance Capital - South Africa
- Gujarat Mineral Development Corp Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Sarangani Energy Corporation, Philippines
- MS Steel International - UAE
- Larsen & Toubro Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Electricity Generating Authority of Thailand
- CIMB Investment Bank - Malaysia
- Aboitiz Power Corporation - Philippines
- TeaM Sual Corporation - Philippines
- Port Waratah Coal Services - Australia
- Formosa Plastics Group - Taiwan
- The State Trading Corporation of India Ltd
- Australian Commodity Traders Exchange
- Mintek Dendrill Indonesia
- Global Coal Blending Company Limited - Australia
- White Energy Company Limited
- Binh Thuan Hamico - Vietnam
- Maharashtra Electricity Regulatory Commission - India
- Central Electricity Authority - India
- Heidelberg Cement - Germany
- Africa Commodities Group - South Africa
- Latin American Coal - Colombia
- Lanco Infratech Ltd - India
- Eastern Energy - Thailand
- Attock Cement Pakistan Limited
- OPG Power Generation Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- Indika Energy - Indonesia
- Medco Energi Mining Internasional
- Simpson Spence & Young - Indonesia
- Coalindo Energy - Indonesia
- Metalloyd Limited - United Kingdom
- Savvy Resources Ltd - HongKong
- Neyveli Lignite Corporation Ltd, - India
- Videocon Industries ltd - India
- Samtan Co., Ltd - South Korea
- Merrill Lynch Commodities Europe
- Wood Mackenzie - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kumho Petrochemical, South Korea
- Thai Mozambique Logistica
- Ministry of Finance - Indonesia
- Grasim Industreis Ltd - India
- European Bulk Services B.V. - Netherlands
- Siam City Cement - Thailand
- Xindia Steels Limited - India
- Rashtriya Ispat Nigam Limited - India
- GVK Power & Infra Limited - India
- Indian Energy Exchange, India
- Orica Australia Pty. Ltd.
- Edison Trading Spa - Italy
- Vedanta Resources Plc - India
- Minerals Council of Australia
- Cement Manufacturers Association - India
- ASAPP Information Group - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Tata Chemicals Ltd - India
- Tamil Nadu electricity Board
- Coastal Gujarat Power Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Siam City Cement PLC, Thailand
- Petron Corporation, Philippines
- Indian Oil Corporation Limited
- Therma Luzon, Inc, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Bukit Makmur.PT - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sree Jayajothi Cements Limited - India
- Energy Link Ltd, New Zealand
- Agrawal Coal Company - India
- Bayan Resources Tbk. - Indonesia
- Global Business Power Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Australian Coal Association
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