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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, 19 August 20
COAL INDIA TRADE UNIONS DEFER DAY-LONG STRIKE: PTI
The unions had decided to go on strike against the commercial mining and the proposed divestment or buyback of shares of Coal India Ltd (CIL).
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Wednesday, 19 August 20
MISC MARKS ITS MAIDEN FORAY INTO MAJOR DEEP-WATER PROJECT IN LATIN AMERICA WITH MERO 3 FPSO
MISC Berhad (MISC) is pleased to announce its acceptance of Letter of Intent (LOI) from Petróleo Brasileiro S.A. (Petrobras) for the provisi ...
Wednesday, 19 August 20
MARKET INSIGHT - GEORGE LAIOS | INTERMODAL
Since the Covid-19 outbreak, governments and central banks around the globe have been using their ammunition and stimulus packages to keep their ec ...
Wednesday, 19 August 20
INDIA SAW A SHARP DECLINE IN ENERGY COAL IMPORTS IN JANUARY - JUNE 2020; –27 PER CENT YOY - BHP
Energy coal prices were weak in the second half of financial year 2020, BHP says in its Economic and Commodity Outlook FY20.
Accordi ...
Wednesday, 19 August 20
COAL PRICES TO REMAIN SUBDUED THIS FISCAL AMID WEAK DEMAND, HIGH INVENTORY - THE HINDU BUSINESS LINE
Coal offtake is improving gradually as lockdown eases
Coal prices are expected to remain subdued to weak demand and high inventory l ...
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Showing 826 to 830 news of total 6871 |
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- Antam Resourcindo - Indonesia
- Formosa Plastics Group - Taiwan
- Karbindo Abesyapradhi - Indoneisa
- Pipit Mutiara Jaya. PT, Indonesia
- Bukit Baiduri Energy - Indonesia
- Chamber of Mines of South Africa
- Cement Manufacturers Association - India
- Bukit Makmur.PT - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Bharathi Cement Corporation - India
- Merrill Lynch Commodities Europe
- Medco Energi Mining Internasional
- Sojitz Corporation - Japan
- Bayan Resources Tbk. - Indonesia
- CIMB Investment Bank - Malaysia
- Timah Investasi Mineral - Indoneisa
- The Treasury - Australian Government
- Baramulti Group, Indonesia
- Borneo Indobara - Indonesia
- Bhatia International Limited - India
- ICICI Bank Limited - India
- Minerals Council of Australia
- Directorate Of Revenue Intelligence - India
- Wood Mackenzie - Singapore
- Vizag Seaport Private Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Riau Bara Harum - Indonesia
- Electricity Authority, New Zealand
- Alfred C Toepfer International GmbH - Germany
- Goldman Sachs - Singapore
- Kapuas Tunggal Persada - Indonesia
- Lanco Infratech Ltd - India
- Central Java Power - Indonesia
- Georgia Ports Authority, United States
- Intertek Mineral Services - Indonesia
- PNOC Exploration Corporation - Philippines
- Australian Commodity Traders Exchange
- Petron Corporation, Philippines
- New Zealand Coal & Carbon
- Oldendorff Carriers - Singapore
- Gujarat Sidhee Cement - India
- GMR Energy Limited - India
- Larsen & Toubro Limited - India
- Gujarat Electricity Regulatory Commission - India
- Meenaskhi Energy Private Limited - India
- Trasteel International SA, Italy
- The State Trading Corporation of India Ltd
- Xindia Steels Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Directorate General of MIneral and Coal - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ministry of Mines - Canada
- Samtan Co., Ltd - South Korea
- Commonwealth Bank - Australia
- TNB Fuel Sdn Bhd - Malaysia
- Indian Oil Corporation Limited
- Coal and Oil Company - UAE
- Attock Cement Pakistan Limited
- Planning Commission, India
- Manunggal Multi Energi - Indonesia
- Orica Mining Services - Indonesia
- PowerSource Philippines DevCo
- Coastal Gujarat Power Limited - India
- Edison Trading Spa - Italy
- Central Electricity Authority - India
- Mjunction Services Limited - India
- Bhoruka Overseas - Indonesia
- Romanian Commodities Exchange
- Thiess Contractors Indonesia
- European Bulk Services B.V. - Netherlands
- Ministry of Transport, Egypt
- Africa Commodities Group - South Africa
- Kaltim Prima Coal - Indonesia
- International Coal Ventures Pvt Ltd - India
- Posco Energy - South Korea
- Mercator Lines Limited - India
- Ministry of Finance - Indonesia
- Kepco SPC Power Corporation, Philippines
- Thai Mozambique Logistica
- Jorong Barutama Greston.PT - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Iligan Light & Power Inc, Philippines
- Pendopo Energi Batubara - Indonesia
- Indonesian Coal Mining Association
- Sindya Power Generating Company Private Ltd
- Therma Luzon, Inc, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Malabar Cements Ltd - India
- Eastern Coal Council - USA
- Energy Link Ltd, New Zealand
- Semirara Mining Corp, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Indika Energy - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Ambuja Cements Ltd - India
- Siam City Cement PLC, Thailand
- Star Paper Mills Limited - India
- Rio Tinto Coal - Australia
- VISA Power Limited - India
- PTC India Limited - India
- Vedanta Resources Plc - India
- Standard Chartered Bank - UAE
- Electricity Generating Authority of Thailand
- CNBM International Corporation - China
- Carbofer General Trading SA - India
- Wilmar Investment Holdings
- Indian Energy Exchange, India
- Banpu Public Company Limited - Thailand
- Madhucon Powers Ltd - India
- Bhushan Steel Limited - India
- Energy Development Corp, Philippines
- White Energy Company Limited
- SMG Consultants - Indonesia
- Aboitiz Power Corporation - Philippines
- Australian Coal Association
- Dalmia Cement Bharat India
- Interocean Group of Companies - India
- Kalimantan Lumbung Energi - Indonesia
- Altura Mining Limited, Indonesia
- Billiton Holdings Pty Ltd - Australia
- Power Finance Corporation Ltd., India
- Sinarmas Energy and Mining - Indonesia
- Kideco Jaya Agung - Indonesia
- Uttam Galva Steels Limited - India
- Bangladesh Power Developement Board
- Jaiprakash Power Ventures ltd
- Deloitte Consulting - India
- Global Business Power Corporation, Philippines
- Globalindo Alam Lestari - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Holcim Trading Pte Ltd - Singapore
- Salva Resources Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Grasim Industreis Ltd - India
- MS Steel International - UAE
- Metalloyd Limited - United Kingdom
- Sakthi Sugars Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Parry Sugars Refinery, India
- Kohat Cement Company Ltd. - Pakistan
- Miang Besar Coal Terminal - Indonesia
- Port Waratah Coal Services - Australia
- SN Aboitiz Power Inc, Philippines
- Karaikal Port Pvt Ltd - India
- Binh Thuan Hamico - Vietnam
- Kobexindo Tractors - Indoneisa
- Ind-Barath Power Infra Limited - India
- The University of Queensland
- Parliament of New Zealand
- London Commodity Brokers - England
- Bukit Asam (Persero) Tbk - Indonesia
- GAC Shipping (India) Pvt Ltd
- Agrawal Coal Company - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sical Logistics Limited - India
- Aditya Birla Group - India
- Toyota Tsusho Corporation, Japan
- Cigading International Bulk Terminal - Indonesia
- GVK Power & Infra Limited - India
- Coalindo Energy - Indonesia
- Renaissance Capital - South Africa
- Indo Tambangraya Megah - Indonesia
- LBH Netherlands Bv - Netherlands
- Eastern Energy - Thailand
- Barasentosa Lestari - Indonesia
- IEA Clean Coal Centre - UK
- Mintek Dendrill Indonesia
- Sree Jayajothi Cements Limited - India
- Marubeni Corporation - India
- San Jose City I Power Corp, Philippines
- McConnell Dowell - Australia
- South Luzon Thermal Energy Corporation
- Kumho Petrochemical, South Korea
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Videocon Industries ltd - India
- SMC Global Power, Philippines
- Essar Steel Hazira Ltd - India
- Latin American Coal - Colombia
- Asmin Koalindo Tuhup - Indonesia
- Savvy Resources Ltd - HongKong
- Gujarat Mineral Development Corp Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Mercuria Energy - Indonesia
- Makarim & Taira - Indonesia
- Jindal Steel & Power Ltd - India
- Singapore Mercantile Exchange
- Chettinad Cement Corporation Ltd - India
- India Bulls Power Limited - India
- Global Green Power PLC Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- IHS Mccloskey Coal Group - USA
- Rashtriya Ispat Nigam Limited - India
- Siam City Cement - Thailand
- Meralco Power Generation, Philippines
- Independent Power Producers Association of India
- Anglo American - United Kingdom
- Bulk Trading Sa - Switzerland
- Indogreen Group - Indonesia
- Economic Council, Georgia
- Price Waterhouse Coopers - Russia
- Tata Chemicals Ltd - India
- OPG Power Generation Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- Maheswari Brothers Coal Limited - India
- Kartika Selabumi Mining - Indonesia
- Heidelberg Cement - Germany
- Simpson Spence & Young - Indonesia
- Global Coal Blending Company Limited - Australia
- ASAPP Information Group - India
- Petrochimia International Co. Ltd.- Taiwan
- Orica Australia Pty. Ltd.
- Krishnapatnam Port Company Ltd. - India
- Ceylon Electricity Board - Sri Lanka
- Tamil Nadu electricity Board
- Sarangani Energy Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
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