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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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Tuesday, 07 July 20
WHAT DOES THE PATHWAY TO A NET-ZERO ECONOMY LOOK LIKE FOR MINERS? - WOOD MACKENZIE
Wind, solar, electric vehicles, stationary storage and transmission are all central to achieving the Paris Agreement decarbonisation goals.
&nb ...
Monday, 06 July 20
INDONESIAN COAL PRICE REFERENCE IN FREE FALL
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down again the benchmark price of Indonesian th ...
Monday, 06 July 20
SUPRAMAX: A 58,000-DWT FIXING DELIVERY VIETNAM TRIP VIA INDONESIA RE-DELIVERY WEST INDIA IN THE LOW $4,000S
Capesize
The Capesize market continues to go from strength to strength, as rates reach highs not seen since September last year. The rally is p ...
Thursday, 02 July 20
PRIVATE COAL MINING MAY SEE WEAK INVESTOR SENTIMENT: ICRA - LIVEMINT
The prospects of commercial coal mining in India may be dimmer than initially expected because of the expected shift in India’s energy mix fr ...
Wednesday, 01 July 20
THERMAL COAL OPTIONS TRADING LAUNCHED IN CHINA'S ZHENGZHOU - XINHUA
Thermal coal options started trading on the Zhengzhou Commodity Exchange (ZCE) in central China’s Henan Province Tuesday.
It i ...
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- Pipit Mutiara Jaya. PT, Indonesia
- Georgia Ports Authority, United States
- Miang Besar Coal Terminal - Indonesia
- Planning Commission, India
- Energy Development Corp, Philippines
- Chettinad Cement Corporation Ltd - India
- OPG Power Generation Pvt Ltd - India
- GVK Power & Infra Limited - India
- Tamil Nadu electricity Board
- Thiess Contractors Indonesia
- Edison Trading Spa - Italy
- Vizag Seaport Private Limited - India
- Rashtriya Ispat Nigam Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Semirara Mining and Power Corporation, Philippines
- CNBM International Corporation - China
- McConnell Dowell - Australia
- GN Power Mariveles Coal Plant, Philippines
- International Coal Ventures Pvt Ltd - India
- Mjunction Services Limited - India
- Gujarat Sidhee Cement - India
- ICICI Bank Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- VISA Power Limited - India
- ASAPP Information Group - India
- Antam Resourcindo - Indonesia
- Larsen & Toubro Limited - India
- San Jose City I Power Corp, Philippines
- Australian Commodity Traders Exchange
- Bangladesh Power Developement Board
- Electricity Generating Authority of Thailand
- Binh Thuan Hamico - Vietnam
- SMC Global Power, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Anglo American - United Kingdom
- AsiaOL BioFuels Corp., Philippines
- Salva Resources Pvt Ltd - India
- Coalindo Energy - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Simpson Spence & Young - Indonesia
- Port Waratah Coal Services - Australia
- Directorate Of Revenue Intelligence - India
- Carbofer General Trading SA - India
- Kalimantan Lumbung Energi - Indonesia
- Sree Jayajothi Cements Limited - India
- Bukit Makmur.PT - Indonesia
- Indonesian Coal Mining Association
- Wood Mackenzie - Singapore
- Indika Energy - Indonesia
- Siam City Cement PLC, Thailand
- Ind-Barath Power Infra Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- IHS Mccloskey Coal Group - USA
- Kohat Cement Company Ltd. - Pakistan
- Bukit Baiduri Energy - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Coastal Gujarat Power Limited - India
- Petron Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- London Commodity Brokers - England
- Posco Energy - South Korea
- CIMB Investment Bank - Malaysia
- Eastern Energy - Thailand
- Globalindo Alam Lestari - Indonesia
- Timah Investasi Mineral - Indoneisa
- Meenaskhi Energy Private Limited - India
- GAC Shipping (India) Pvt Ltd
- Singapore Mercantile Exchange
- New Zealand Coal & Carbon
- IEA Clean Coal Centre - UK
- Wilmar Investment Holdings
- Krishnapatnam Port Company Ltd. - India
- PetroVietnam Power Coal Import and Supply Company
- Semirara Mining Corp, Philippines
- Aboitiz Power Corporation - Philippines
- Samtan Co., Ltd - South Korea
- Sarangani Energy Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Jindal Steel & Power Ltd - India
- Sakthi Sugars Limited - India
- LBH Netherlands Bv - Netherlands
- TNB Fuel Sdn Bhd - Malaysia
- TeaM Sual Corporation - Philippines
- Manunggal Multi Energi - Indonesia
- Minerals Council of Australia
- Bharathi Cement Corporation - India
- Lanco Infratech Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- PNOC Exploration Corporation - Philippines
- India Bulls Power Limited - India
- Madhucon Powers Ltd - India
- Sical Logistics Limited - India
- Latin American Coal - Colombia
- Jaiprakash Power Ventures ltd
- Toyota Tsusho Corporation, Japan
- Formosa Plastics Group - Taiwan
- Riau Bara Harum - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Aditya Birla Group - India
- Ministry of Finance - Indonesia
- Bhoruka Overseas - Indonesia
- Australian Coal Association
- Eastern Coal Council - USA
- Leighton Contractors Pty Ltd - Australia
- Bhushan Steel Limited - India
- Makarim & Taira - Indonesia
- The Treasury - Australian Government
- Karaikal Port Pvt Ltd - India
- Xindia Steels Limited - India
- Kumho Petrochemical, South Korea
- Mercuria Energy - Indonesia
- MS Steel International - UAE
- Global Green Power PLC Corporation, Philippines
- Barasentosa Lestari - Indonesia
- Tata Chemicals Ltd - India
- Therma Luzon, Inc, Philippines
- Baramulti Group, Indonesia
- Indogreen Group - Indonesia
- Coal and Oil Company - UAE
- Central Electricity Authority - India
- Sojitz Corporation - Japan
- Essar Steel Hazira Ltd - India
- Central Java Power - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kepco SPC Power Corporation, Philippines
- Goldman Sachs - Singapore
- Kapuas Tunggal Persada - Indonesia
- Energy Link Ltd, New Zealand
- Billiton Holdings Pty Ltd - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- SMG Consultants - Indonesia
- Kideco Jaya Agung - Indonesia
- The State Trading Corporation of India Ltd
- Borneo Indobara - Indonesia
- Siam City Cement - Thailand
- Marubeni Corporation - India
- Grasim Industreis Ltd - India
- Metalloyd Limited - United Kingdom
- Karbindo Abesyapradhi - Indoneisa
- Price Waterhouse Coopers - Russia
- Bayan Resources Tbk. - Indonesia
- Banpu Public Company Limited - Thailand
- Indo Tambangraya Megah - Indonesia
- The University of Queensland
- Orica Australia Pty. Ltd.
- Gujarat Electricity Regulatory Commission - India
- Mintek Dendrill Indonesia
- Merrill Lynch Commodities Europe
- Uttam Galva Steels Limited - India
- Power Finance Corporation Ltd., India
- Bukit Asam (Persero) Tbk - Indonesia
- Dalmia Cement Bharat India
- Parry Sugars Refinery, India
- Deloitte Consulting - India
- Indian Oil Corporation Limited
- Medco Energi Mining Internasional
- Sindya Power Generating Company Private Ltd
- Independent Power Producers Association of India
- Global Business Power Corporation, Philippines
- PTC India Limited - India
- Intertek Mineral Services - Indonesia
- European Bulk Services B.V. - Netherlands
- Kartika Selabumi Mining - Indonesia
- Parliament of New Zealand
- Renaissance Capital - South Africa
- Thai Mozambique Logistica
- Malabar Cements Ltd - India
- Oldendorff Carriers - Singapore
- SN Aboitiz Power Inc, Philippines
- Videocon Industries ltd - India
- Kaltim Prima Coal - Indonesia
- Straits Asia Resources Limited - Singapore
- Savvy Resources Ltd - HongKong
- Chamber of Mines of South Africa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Cement Manufacturers Association - India
- Africa Commodities Group - South Africa
- Vijayanagar Sugar Pvt Ltd - India
- Rio Tinto Coal - Australia
- Maheswari Brothers Coal Limited - India
- GMR Energy Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ministry of Mines - Canada
- White Energy Company Limited
- Meralco Power Generation, Philippines
- Ambuja Cements Ltd - India
- Agrawal Coal Company - India
- Indian Energy Exchange, India
- Commonwealth Bank - Australia
- Directorate General of MIneral and Coal - Indonesia
- Heidelberg Cement - Germany
- Interocean Group of Companies - India
- Kobexindo Tractors - Indoneisa
- Electricity Authority, New Zealand
- Standard Chartered Bank - UAE
- Star Paper Mills Limited - India
- Ministry of Transport, Egypt
- Bhatia International Limited - India
- Trasteel International SA, Italy
- Iligan Light & Power Inc, Philippines
- Economic Council, Georgia
- Alfred C Toepfer International GmbH - Germany
- PowerSource Philippines DevCo
- Mercator Lines Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Romanian Commodities Exchange
- Ceylon Electricity Board - Sri Lanka
- Altura Mining Limited, Indonesia
- South Luzon Thermal Energy Corporation
- Bulk Trading Sa - Switzerland
- Maharashtra Electricity Regulatory Commission - India
- Pendopo Energi Batubara - Indonesia
- Vedanta Resources Plc - India
- Global Coal Blending Company Limited - Australia
- Attock Cement Pakistan Limited
- Orica Mining Services - Indonesia
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