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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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Monday, 29 June 20
CHINA COAL IMPORT OUTLOOK: MANY MOVING PARTS, FORECAST TO FALL 10% YOY - GHEE PEH | IEEFA
China’s coal demand declined in the first quarter of 2020. According to the China National Coal Association, the country consumed 870mt in th ...
Monday, 29 June 20
ULTRAMAX: A 58,000 FIXING DELIVERY SINGAPORE TRIP, VIA EAST COAST INDIA, REDELIVERY CHINA IN THE LOW $12,000S - BALTIC BRIEFING
Capesize
As the halfway mark of 2020 arrives, the capesize market is making new highs for the year. From persistent lows earlier caused by a ba ...
Saturday, 27 June 20
CHINA'S BENCHMARK POWER COAL PRICE REMAINS FLAT - XINHUA
China’s benchmark power coal price remained flat during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge of ...
Friday, 26 June 20
WHAT TODAY'S BAILOUTS CAN DO FOR TOMORROW'S ECONOMIES - WORLD ECONOMIC FORUM
The COVID-19 crisis provides an opportunity for governments to build fairer, more sustainable and more resilient economies.
Governments a ...
Thursday, 25 June 20
ALL YOU WANT TO KNOW ABOUT COAL MINE AUCTIONS - THE HINDU BUSINESS LINE
Last week, Prime Minister Narendra Modi threw open the auction of 41 coal blocks for commercial mining. The decision, which was part of the announc ...
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- Meenaskhi Energy Private Limited - India
- Eastern Energy - Thailand
- Global Green Power PLC Corporation, Philippines
- Central Java Power - Indonesia
- Videocon Industries ltd - India
- Ministry of Transport, Egypt
- TeaM Sual Corporation - Philippines
- PTC India Limited - India
- Sakthi Sugars Limited - India
- Ceylon Electricity Board - Sri Lanka
- Agrawal Coal Company - India
- Parry Sugars Refinery, India
- Leighton Contractors Pty Ltd - Australia
- Malabar Cements Ltd - India
- Samtan Co., Ltd - South Korea
- Jorong Barutama Greston.PT - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Baramulti Group, Indonesia
- Georgia Ports Authority, United States
- Attock Cement Pakistan Limited
- Bharathi Cement Corporation - India
- Port Waratah Coal Services - Australia
- Semirara Mining and Power Corporation, Philippines
- India Bulls Power Limited - India
- Chettinad Cement Corporation Ltd - India
- Pendopo Energi Batubara - Indonesia
- PowerSource Philippines DevCo
- Central Electricity Authority - India
- Marubeni Corporation - India
- ICICI Bank Limited - India
- Manunggal Multi Energi - Indonesia
- Aditya Birla Group - India
- Toyota Tsusho Corporation, Japan
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Heidelberg Cement - Germany
- OPG Power Generation Pvt Ltd - India
- Sical Logistics Limited - India
- Intertek Mineral Services - Indonesia
- Uttam Galva Steels Limited - India
- McConnell Dowell - Australia
- Oldendorff Carriers - Singapore
- CNBM International Corporation - China
- Barasentosa Lestari - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- SN Aboitiz Power Inc, Philippines
- Indo Tambangraya Megah - Indonesia
- Bulk Trading Sa - Switzerland
- Kobexindo Tractors - Indoneisa
- SMG Consultants - Indonesia
- Edison Trading Spa - Italy
- Global Coal Blending Company Limited - Australia
- Orica Australia Pty. Ltd.
- Meralco Power Generation, Philippines
- Star Paper Mills Limited - India
- Carbofer General Trading SA - India
- Sinarmas Energy and Mining - Indonesia
- Bukit Baiduri Energy - Indonesia
- Australian Coal Association
- New Zealand Coal & Carbon
- Kapuas Tunggal Persada - Indonesia
- Energy Link Ltd, New Zealand
- Price Waterhouse Coopers - Russia
- Xindia Steels Limited - India
- San Jose City I Power Corp, Philippines
- Bhoruka Overseas - Indonesia
- Standard Chartered Bank - UAE
- Minerals Council of Australia
- Bangladesh Power Developement Board
- Electricity Authority, New Zealand
- Straits Asia Resources Limited - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Bhatia International Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Borneo Indobara - Indonesia
- Indika Energy - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Essar Steel Hazira Ltd - India
- The Treasury - Australian Government
- Indogreen Group - Indonesia
- Commonwealth Bank - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Indonesian Coal Mining Association
- Gujarat Mineral Development Corp Ltd - India
- GMR Energy Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Kepco SPC Power Corporation, Philippines
- Sojitz Corporation - Japan
- VISA Power Limited - India
- PNOC Exploration Corporation - Philippines
- The University of Queensland
- Thai Mozambique Logistica
- Gujarat Electricity Regulatory Commission - India
- Trasteel International SA, Italy
- Tata Chemicals Ltd - India
- SMC Global Power, Philippines
- Chamber of Mines of South Africa
- Siam City Cement - Thailand
- London Commodity Brokers - England
- Bhushan Steel Limited - India
- Binh Thuan Hamico - Vietnam
- Posco Energy - South Korea
- Banpu Public Company Limited - Thailand
- Independent Power Producers Association of India
- Grasim Industreis Ltd - India
- Madhucon Powers Ltd - India
- Ministry of Mines - Canada
- Kaltim Prima Coal - Indonesia
- Indian Oil Corporation Limited
- South Luzon Thermal Energy Corporation
- Gujarat Sidhee Cement - India
- Electricity Generating Authority of Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kumho Petrochemical, South Korea
- Orica Mining Services - Indonesia
- Mercuria Energy - Indonesia
- Rio Tinto Coal - Australia
- Asmin Koalindo Tuhup - Indonesia
- Maheswari Brothers Coal Limited - India
- Jindal Steel & Power Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Ambuja Cements Ltd - India
- Iligan Light & Power Inc, Philippines
- Simpson Spence & Young - Indonesia
- Lanco Infratech Ltd - India
- Savvy Resources Ltd - HongKong
- Global Business Power Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Mintek Dendrill Indonesia
- Petron Corporation, Philippines
- Merrill Lynch Commodities Europe
- Formosa Plastics Group - Taiwan
- PetroVietnam Power Coal Import and Supply Company
- Therma Luzon, Inc, Philippines
- Ind-Barath Power Infra Limited - India
- Cement Manufacturers Association - India
- Bayan Resources Tbk. - Indonesia
- Antam Resourcindo - Indonesia
- Mjunction Services Limited - India
- IHS Mccloskey Coal Group - USA
- The State Trading Corporation of India Ltd
- Cigading International Bulk Terminal - Indonesia
- LBH Netherlands Bv - Netherlands
- Power Finance Corporation Ltd., India
- Goldman Sachs - Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Deloitte Consulting - India
- Kartika Selabumi Mining - Indonesia
- Mercator Lines Limited - India
- Coalindo Energy - Indonesia
- Larsen & Toubro Limited - India
- Karbindo Abesyapradhi - Indoneisa
- European Bulk Services B.V. - Netherlands
- Economic Council, Georgia
- Maharashtra Electricity Regulatory Commission - India
- Aboitiz Power Corporation - Philippines
- Jaiprakash Power Ventures ltd
- CIMB Investment Bank - Malaysia
- Holcim Trading Pte Ltd - Singapore
- IEA Clean Coal Centre - UK
- Alfred C Toepfer International GmbH - Germany
- Timah Investasi Mineral - Indoneisa
- Makarim & Taira - Indonesia
- Salva Resources Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Parliament of New Zealand
- Bukit Makmur.PT - Indonesia
- International Coal Ventures Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Energy Development Corp, Philippines
- Planning Commission, India
- Wilmar Investment Holdings
- Globalindo Alam Lestari - Indonesia
- Riau Bara Harum - Indonesia
- Dalmia Cement Bharat India
- Renaissance Capital - South Africa
- Wood Mackenzie - Singapore
- MS Steel International - UAE
- Metalloyd Limited - United Kingdom
- Neyveli Lignite Corporation Ltd, - India
- Sarangani Energy Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Directorate Of Revenue Intelligence - India
- Vizag Seaport Private Limited - India
- Australian Commodity Traders Exchange
- Bank of Tokyo Mitsubishi UFJ Ltd
- TNB Fuel Sdn Bhd - Malaysia
- Altura Mining Limited, Indonesia
- Coastal Gujarat Power Limited - India
- ASAPP Information Group - India
- Karaikal Port Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Africa Commodities Group - South Africa
- Medco Energi Mining Internasional
- GVK Power & Infra Limited - India
- Vedanta Resources Plc - India
- Thiess Contractors Indonesia
- Romanian Commodities Exchange
- Latin American Coal - Colombia
- Sree Jayajothi Cements Limited - India
- Coal and Oil Company - UAE
- Interocean Group of Companies - India
- Ministry of Finance - Indonesia
- Eastern Coal Council - USA
- Siam City Cement PLC, Thailand
- Singapore Mercantile Exchange
- Anglo American - United Kingdom
- White Energy Company Limited
- Indian Energy Exchange, India
- Tamil Nadu electricity Board
- Petrochimia International Co. Ltd.- Taiwan
- Bahari Cakrawala Sebuku - Indonesia
- Semirara Mining Corp, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Kalimantan Lumbung Energi - Indonesia
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