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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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Thursday, 11 June 20
JAN-MAY, INDONESIA SHIPPED 175.15 MILLION TONS OF COAL TO ITS OVERSEAS BUYERS
Indonesia's coal production for the first 5 months of this year have reached 228 million tons. January – May 2020, Indonesia shipped US$ ...
Thursday, 11 June 20
CHINA'S BENCHMARK POWER COAL PRICE EDGES UP - XINHUA
China’s benchmark power coal price rose slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge of ...
Wednesday, 10 June 20
OPEC+ CUTS EXTENSION TO ACCELERATE MARKET REBALANCING - FITCH RATINGS
Fitch Ratings-London-08 June 2020: The OPEC+ agreement to extend by one month record oil production cuts should accelerate market rebalancing, Fitc ...
Wednesday, 10 June 20
MARKET INSIGHT - INTERMODAL
In contrast to the economic projections of the past two years for the first half of 2020, the oil & gas industry and those involved in it faced ...
Wednesday, 10 June 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX DOWN 0.19 PCT - XINHUA
China Taiyuan coal transaction price index stood at 123.71 points Monday, down 0.19 percent week on week.
The index, released by Chi ...
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Showing 916 to 920 news of total 6871 |
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- Intertek Mineral Services - Indonesia
- Xindia Steels Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Mintek Dendrill Indonesia
- Central Java Power - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Salva Resources Pvt Ltd - India
- Petron Corporation, Philippines
- Wood Mackenzie - Singapore
- ICICI Bank Limited - India
- Mjunction Services Limited - India
- Singapore Mercantile Exchange
- Indonesian Coal Mining Association
- LBH Netherlands Bv - Netherlands
- GN Power Mariveles Coal Plant, Philippines
- Makarim & Taira - Indonesia
- Global Green Power PLC Corporation, Philippines
- Carbofer General Trading SA - India
- Deloitte Consulting - India
- Bayan Resources Tbk. - Indonesia
- Oldendorff Carriers - Singapore
- Heidelberg Cement - Germany
- VISA Power Limited - India
- Jaiprakash Power Ventures ltd
- Sindya Power Generating Company Private Ltd
- Renaissance Capital - South Africa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Rio Tinto Coal - Australia
- Indogreen Group - Indonesia
- Gujarat Sidhee Cement - India
- Chamber of Mines of South Africa
- Formosa Plastics Group - Taiwan
- Agrawal Coal Company - India
- European Bulk Services B.V. - Netherlands
- Leighton Contractors Pty Ltd - Australia
- GVK Power & Infra Limited - India
- Orica Mining Services - Indonesia
- Bulk Trading Sa - Switzerland
- Kobexindo Tractors - Indoneisa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- OPG Power Generation Pvt Ltd - India
- Eastern Coal Council - USA
- Medco Energi Mining Internasional
- CNBM International Corporation - China
- Coastal Gujarat Power Limited - India
- Baramulti Group, Indonesia
- Dalmia Cement Bharat India
- SMC Global Power, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Sakthi Sugars Limited - India
- Jindal Steel & Power Ltd - India
- Bharathi Cement Corporation - India
- Africa Commodities Group - South Africa
- Karbindo Abesyapradhi - Indoneisa
- Kaltim Prima Coal - Indonesia
- Georgia Ports Authority, United States
- Pipit Mutiara Jaya. PT, Indonesia
- Mercuria Energy - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- PowerSource Philippines DevCo
- Ceylon Electricity Board - Sri Lanka
- Meenaskhi Energy Private Limited - India
- ASAPP Information Group - India
- Trasteel International SA, Italy
- Meralco Power Generation, Philippines
- Bukit Makmur.PT - Indonesia
- PTC India Limited - India
- Alfred C Toepfer International GmbH - Germany
- CIMB Investment Bank - Malaysia
- Parliament of New Zealand
- Kideco Jaya Agung - Indonesia
- Larsen & Toubro Limited - India
- Commonwealth Bank - Australia
- Sojitz Corporation - Japan
- Price Waterhouse Coopers - Russia
- SN Aboitiz Power Inc, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Kartika Selabumi Mining - Indonesia
- Posco Energy - South Korea
- Semirara Mining and Power Corporation, Philippines
- Eastern Energy - Thailand
- Indo Tambangraya Megah - Indonesia
- Ind-Barath Power Infra Limited - India
- Indika Energy - Indonesia
- McConnell Dowell - Australia
- Indian Energy Exchange, India
- SMG Consultants - Indonesia
- Savvy Resources Ltd - HongKong
- Wilmar Investment Holdings
- GMR Energy Limited - India
- Bhoruka Overseas - Indonesia
- Attock Cement Pakistan Limited
- White Energy Company Limited
- Cigading International Bulk Terminal - Indonesia
- Altura Mining Limited, Indonesia
- TeaM Sual Corporation - Philippines
- GAC Shipping (India) Pvt Ltd
- Iligan Light & Power Inc, Philippines
- Planning Commission, India
- Minerals Council of Australia
- Edison Trading Spa - Italy
- Rashtriya Ispat Nigam Limited - India
- Global Business Power Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- South Luzon Thermal Energy Corporation
- IHS Mccloskey Coal Group - USA
- Independent Power Producers Association of India
- Sical Logistics Limited - India
- Global Coal Blending Company Limited - Australia
- Bangladesh Power Developement Board
- Toyota Tsusho Corporation, Japan
- Energy Development Corp, Philippines
- Ministry of Finance - Indonesia
- Sree Jayajothi Cements Limited - India
- Economic Council, Georgia
- Interocean Group of Companies - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Essar Steel Hazira Ltd - India
- San Jose City I Power Corp, Philippines
- Gujarat Electricity Regulatory Commission - India
- Antam Resourcindo - Indonesia
- Manunggal Multi Energi - Indonesia
- Kapuas Tunggal Persada - Indonesia
- The Treasury - Australian Government
- Merrill Lynch Commodities Europe
- Petrochimia International Co. Ltd.- Taiwan
- India Bulls Power Limited - India
- Videocon Industries ltd - India
- Simpson Spence & Young - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- MS Steel International - UAE
- Lanco Infratech Ltd - India
- Madhucon Powers Ltd - India
- Barasentosa Lestari - Indonesia
- Tata Chemicals Ltd - India
- Standard Chartered Bank - UAE
- Aboitiz Power Corporation - Philippines
- London Commodity Brokers - England
- TNB Fuel Sdn Bhd - Malaysia
- Bukit Baiduri Energy - Indonesia
- Australian Commodity Traders Exchange
- Gujarat Mineral Development Corp Ltd - India
- Marubeni Corporation - India
- Directorate Of Revenue Intelligence - India
- Electricity Authority, New Zealand
- Siam City Cement - Thailand
- Banpu Public Company Limited - Thailand
- Thai Mozambique Logistica
- Siam City Cement PLC, Thailand
- Riau Bara Harum - Indonesia
- Malabar Cements Ltd - India
- Bhushan Steel Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- AsiaOL BioFuels Corp., Philippines
- Uttam Galva Steels Limited - India
- Grasim Industreis Ltd - India
- Globalindo Alam Lestari - Indonesia
- Vizag Seaport Private Limited - India
- Central Electricity Authority - India
- Coal and Oil Company - UAE
- Ministry of Mines - Canada
- Aditya Birla Group - India
- Holcim Trading Pte Ltd - Singapore
- Coalindo Energy - Indonesia
- Therma Luzon, Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- Kepco SPC Power Corporation, Philippines
- Borneo Indobara - Indonesia
- Ministry of Transport, Egypt
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kohat Cement Company Ltd. - Pakistan
- Semirara Mining Corp, Philippines
- Cement Manufacturers Association - India
- Parry Sugars Refinery, India
- Orica Australia Pty. Ltd.
- Pendopo Energi Batubara - Indonesia
- Bhatia International Limited - India
- Sarangani Energy Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Directorate General of MIneral and Coal - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Port Waratah Coal Services - Australia
- The State Trading Corporation of India Ltd
- Timah Investasi Mineral - Indoneisa
- Maheswari Brothers Coal Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Australian Coal Association
- Indian Oil Corporation Limited
- Latin American Coal - Colombia
- Thiess Contractors Indonesia
- New Zealand Coal & Carbon
- Vijayanagar Sugar Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Tamil Nadu electricity Board
- Anglo American - United Kingdom
- The University of Queensland
- Electricity Generating Authority of Thailand
- Energy Link Ltd, New Zealand
- Sinarmas Energy and Mining - Indonesia
- Samtan Co., Ltd - South Korea
- Bahari Cakrawala Sebuku - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Ambuja Cements Ltd - India
- IEA Clean Coal Centre - UK
- Jorong Barutama Greston.PT - Indonesia
- Vedanta Resources Plc - India
- Power Finance Corporation Ltd., India
- International Coal Ventures Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- Romanian Commodities Exchange
- Star Paper Mills Limited - India
- Straits Asia Resources Limited - Singapore
- PNOC Exploration Corporation - Philippines
- Chettinad Cement Corporation Ltd - India
- Goldman Sachs - Singapore
- Karaikal Port Pvt Ltd - India
- Mercator Lines Limited - India
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