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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, 15 July 20
CHINA'S JUNE COAL IMPORTS FALL 6.7% Y/Y ON PORT CURBS - REUTERS
China’s coal imports dropped 6.7% in June from the same period last year, as stringent import restrictions at ports impeded purchases by trad ...
Wednesday, 15 July 20
MARKET INSIGHT - INTERMODAL
The Covid-19 virus spread around the world has obviously impacted the global oil demand while the situation remains fluid. The overall constraint ...
Tuesday, 14 July 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.75 PCT - XINHUA
China Taiyuan coal transaction price index stood at 126.01 points Monday, up 0.75 percent week on week.
The index, released by China ...
Tuesday, 14 July 20
TURKEY - A CASE OF UNDECLARED BUNKER - GARD
KNOWLEDGE TO ELEVATE
Undeclared/excess bunkers can be considered a criminal act by Turkish customs officials with the ship's crew being ac ...
Monday, 13 July 20
PANAMAX: A TUMULTUOUS WEEK IN THE PANAMAX MARKET ENSURED ALL MARKETS GAINED VALUE ON THE WEEK - BALTIC BRIEFING
Capesize
This week witnessed the dreaded correction in the Capesize market, with the time charter average shedding almost 18 per cent to close ...
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- Semirara Mining and Power Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Makarim & Taira - Indonesia
- Kaltim Prima Coal - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Africa Commodities Group - South Africa
- Ind-Barath Power Infra Limited - India
- Salva Resources Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Kohat Cement Company Ltd. - Pakistan
- Neyveli Lignite Corporation Ltd, - India
- Bangladesh Power Developement Board
- Wilmar Investment Holdings
- Cement Manufacturers Association - India
- The Treasury - Australian Government
- SMC Global Power, Philippines
- VISA Power Limited - India
- Bulk Trading Sa - Switzerland
- Sindya Power Generating Company Private Ltd
- Power Finance Corporation Ltd., India
- Star Paper Mills Limited - India
- Central Electricity Authority - India
- Coalindo Energy - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Siam City Cement PLC, Thailand
- Economic Council, Georgia
- Jindal Steel & Power Ltd - India
- South Luzon Thermal Energy Corporation
- Chettinad Cement Corporation Ltd - India
- Grasim Industreis Ltd - India
- Renaissance Capital - South Africa
- Formosa Plastics Group - Taiwan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- GAC Shipping (India) Pvt Ltd
- Karbindo Abesyapradhi - Indoneisa
- Edison Trading Spa - Italy
- Maheswari Brothers Coal Limited - India
- Essar Steel Hazira Ltd - India
- Minerals Council of Australia
- Directorate Of Revenue Intelligence - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Mercator Lines Limited - India
- Billiton Holdings Pty Ltd - Australia
- Indian Oil Corporation Limited
- International Coal Ventures Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Sical Logistics Limited - India
- Mercuria Energy - Indonesia
- Chamber of Mines of South Africa
- Bayan Resources Tbk. - Indonesia
- Videocon Industries ltd - India
- Uttam Galva Steels Limited - India
- Ceylon Electricity Board - Sri Lanka
- Kalimantan Lumbung Energi - Indonesia
- Agrawal Coal Company - India
- Medco Energi Mining Internasional
- Global Green Power PLC Corporation, Philippines
- Orica Mining Services - Indonesia
- Indonesian Coal Mining Association
- IEA Clean Coal Centre - UK
- Bhatia International Limited - India
- Goldman Sachs - Singapore
- Kapuas Tunggal Persada - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Tamil Nadu electricity Board
- Kumho Petrochemical, South Korea
- Attock Cement Pakistan Limited
- Ambuja Cements Ltd - India
- European Bulk Services B.V. - Netherlands
- Borneo Indobara - Indonesia
- Binh Thuan Hamico - Vietnam
- Indian Energy Exchange, India
- PetroVietnam Power Coal Import and Supply Company
- Lanco Infratech Ltd - India
- Jaiprakash Power Ventures ltd
- India Bulls Power Limited - India
- Ministry of Finance - Indonesia
- Sree Jayajothi Cements Limited - India
- Mjunction Services Limited - India
- Planning Commission, India
- PNOC Exploration Corporation - Philippines
- Vedanta Resources Plc - India
- San Jose City I Power Corp, Philippines
- Karaikal Port Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Heidelberg Cement - Germany
- CIMB Investment Bank - Malaysia
- Straits Asia Resources Limited - Singapore
- Siam City Cement - Thailand
- Global Business Power Corporation, Philippines
- Sojitz Corporation - Japan
- Oldendorff Carriers - Singapore
- Coastal Gujarat Power Limited - India
- OPG Power Generation Pvt Ltd - India
- McConnell Dowell - Australia
- Trasteel International SA, Italy
- White Energy Company Limited
- PTC India Limited - India
- Madhucon Powers Ltd - India
- Thiess Contractors Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Timah Investasi Mineral - Indoneisa
- Maharashtra Electricity Regulatory Commission - India
- Samtan Co., Ltd - South Korea
- SN Aboitiz Power Inc, Philippines
- GMR Energy Limited - India
- Meenaskhi Energy Private Limited - India
- Commonwealth Bank - Australia
- Vizag Seaport Private Limited - India
- Malabar Cements Ltd - India
- The University of Queensland
- Sarangani Energy Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Bukit Baiduri Energy - Indonesia
- Merrill Lynch Commodities Europe
- Petrochimia International Co. Ltd.- Taiwan
- Cigading International Bulk Terminal - Indonesia
- Australian Commodity Traders Exchange
- MS Steel International - UAE
- Bukit Asam (Persero) Tbk - Indonesia
- Bharathi Cement Corporation - India
- Georgia Ports Authority, United States
- Eastern Coal Council - USA
- Larsen & Toubro Limited - India
- IHS Mccloskey Coal Group - USA
- Iligan Light & Power Inc, Philippines
- Indo Tambangraya Megah - Indonesia
- Electricity Generating Authority of Thailand
- Globalindo Alam Lestari - Indonesia
- Aboitiz Power Corporation - Philippines
- Riau Bara Harum - Indonesia
- Carbofer General Trading SA - India
- Semirara Mining Corp, Philippines
- Metalloyd Limited - United Kingdom
- The State Trading Corporation of India Ltd
- Latin American Coal - Colombia
- Bukit Makmur.PT - Indonesia
- London Commodity Brokers - England
- Posco Energy - South Korea
- Kartika Selabumi Mining - Indonesia
- Standard Chartered Bank - UAE
- Interocean Group of Companies - India
- Rio Tinto Coal - Australia
- Central Java Power - Indonesia
- Manunggal Multi Energi - Indonesia
- Parry Sugars Refinery, India
- Intertek Mineral Services - Indonesia
- New Zealand Coal & Carbon
- PowerSource Philippines DevCo
- Petron Corporation, Philippines
- Bhoruka Overseas - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Energy Development Corp, Philippines
- Independent Power Producers Association of India
- Coal and Oil Company - UAE
- Bhushan Steel Limited - India
- Therma Luzon, Inc, Philippines
- Marubeni Corporation - India
- Anglo American - United Kingdom
- Jorong Barutama Greston.PT - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Deloitte Consulting - India
- Toyota Tsusho Corporation, Japan
- Eastern Energy - Thailand
- Sakthi Sugars Limited - India
- CNBM International Corporation - China
- Barasentosa Lestari - Indonesia
- Kobexindo Tractors - Indoneisa
- SMG Consultants - Indonesia
- Xindia Steels Limited - India
- ASAPP Information Group - India
- Ministry of Transport, Egypt
- Romanian Commodities Exchange
- Rashtriya Ispat Nigam Limited - India
- Kepco SPC Power Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Singapore Mercantile Exchange
- Thai Mozambique Logistica
- AsiaOL BioFuels Corp., Philippines
- Mintek Dendrill Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Baramulti Group, Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Savvy Resources Ltd - HongKong
- Port Waratah Coal Services - Australia
- Leighton Contractors Pty Ltd - Australia
- Australian Coal Association
- Offshore Bulk Terminal Pte Ltd, Singapore
- Energy Link Ltd, New Zealand
- Simpson Spence & Young - Indonesia
- Parliament of New Zealand
- Meralco Power Generation, Philippines
- Orica Australia Pty. Ltd.
- Banpu Public Company Limited - Thailand
- Dalmia Cement Bharat India
- Gujarat Electricity Regulatory Commission - India
- TeaM Sual Corporation - Philippines
- Bahari Cakrawala Sebuku - Indonesia
- LBH Netherlands Bv - Netherlands
- Indogreen Group - Indonesia
- Wood Mackenzie - Singapore
- Ministry of Mines - Canada
- Aditya Birla Group - India
- Antam Resourcindo - Indonesia
- GVK Power & Infra Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Gujarat Sidhee Cement - India
- Alfred C Toepfer International GmbH - Germany
- Pendopo Energi Batubara - Indonesia
- Global Coal Blending Company Limited - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Tata Chemicals Ltd - India
- Electricity Authority, New Zealand
- Altura Mining Limited, Indonesia
- ICICI Bank Limited - India
- Indika Energy - Indonesia
- Directorate General of MIneral and Coal - Indonesia
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