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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, 09 June 20
BUNKER SUPPLY CONTRACTS - KEY CONSIDERATIONS FOR THE BUYER - GARD
KNOWLEDGE TO ELEVATE
Regardless of whether a buyer purchases fuel directly from physical suppliers or via brokers or traders and whether sale ...
Tuesday, 09 June 20
INDIA: COAL IMPORT DROPS BY 20% TO NEARLY 19 MILLION TONNES IN MAY, SAYS REPORT - HINDUSTAN TIMES
The country’s coal import dropped by 20 per cent to 18.93 million tonnes (MT) last month, industry data showed.
The government ...
Monday, 08 June 20
WOOD MACKENZIE: THE INDISPENSABLE OPEC+
Rumours of “the death of OPEC” have been circulating for almost as long as the organisation has existed. Just three years after the car ...
Monday, 08 June 20
CHINA'S COAL IMPORTS FALL NEARLY 20% IN MAY EVEN AS DEMAND RISES - REUTERS
China’s coal imports in May fell nearly 20% compared with a year earlier even as demand recovered at power plants and industrial users, custo ...
Monday, 08 June 20
JUNE 2020 INDONESIAN COAL PRICE REFERENCE HIT US$ 52.98 A TON, ITS LOWEST LEVEL SINCE AT LEAST AUGUST 2016
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down again the benchmark price of Indonesian th ...
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- Kideco Jaya Agung - Indonesia
- Indian Oil Corporation Limited
- Vijayanagar Sugar Pvt Ltd - India
- Goldman Sachs - Singapore
- Sical Logistics Limited - India
- Bhushan Steel Limited - India
- Global Business Power Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Minerals Council of Australia
- Dalmia Cement Bharat India
- Bulk Trading Sa - Switzerland
- Mintek Dendrill Indonesia
- Holcim Trading Pte Ltd - Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Meralco Power Generation, Philippines
- OPG Power Generation Pvt Ltd - India
- Latin American Coal - Colombia
- Wood Mackenzie - Singapore
- Indogreen Group - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Mjunction Services Limited - India
- The Treasury - Australian Government
- SMC Global Power, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Bhoruka Overseas - Indonesia
- Krishnapatnam Port Company Ltd. - India
- VISA Power Limited - India
- Port Waratah Coal Services - Australia
- PNOC Exploration Corporation - Philippines
- Lanco Infratech Ltd - India
- Kartika Selabumi Mining - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Simpson Spence & Young - Indonesia
- Energy Link Ltd, New Zealand
- Bayan Resources Tbk. - Indonesia
- Sindya Power Generating Company Private Ltd
- Renaissance Capital - South Africa
- Deloitte Consulting - India
- Madhucon Powers Ltd - India
- Edison Trading Spa - Italy
- Tamil Nadu electricity Board
- South Luzon Thermal Energy Corporation
- Sakthi Sugars Limited - India
- Indian Energy Exchange, India
- Commonwealth Bank - Australia
- White Energy Company Limited
- Attock Cement Pakistan Limited
- Sree Jayajothi Cements Limited - India
- AsiaOL BioFuels Corp., Philippines
- Electricity Generating Authority of Thailand
- India Bulls Power Limited - India
- IHS Mccloskey Coal Group - USA
- Toyota Tsusho Corporation, Japan
- SN Aboitiz Power Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- The University of Queensland
- Mercuria Energy - Indonesia
- Central Electricity Authority - India
- The State Trading Corporation of India Ltd
- Kapuas Tunggal Persada - Indonesia
- Makarim & Taira - Indonesia
- Price Waterhouse Coopers - Russia
- Karbindo Abesyapradhi - Indoneisa
- Bahari Cakrawala Sebuku - Indonesia
- ASAPP Information Group - India
- Carbofer General Trading SA - India
- Uttam Galva Steels Limited - India
- GVK Power & Infra Limited - India
- Heidelberg Cement - Germany
- Timah Investasi Mineral - Indoneisa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bangladesh Power Developement Board
- Antam Resourcindo - Indonesia
- Bukit Baiduri Energy - Indonesia
- Power Finance Corporation Ltd., India
- IEA Clean Coal Centre - UK
- Therma Luzon, Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Gujarat Electricity Regulatory Commission - India
- CNBM International Corporation - China
- Sojitz Corporation - Japan
- San Jose City I Power Corp, Philippines
- Coal and Oil Company - UAE
- Baramulti Group, Indonesia
- London Commodity Brokers - England
- Directorate Of Revenue Intelligence - India
- Straits Asia Resources Limited - Singapore
- Globalindo Alam Lestari - Indonesia
- Gujarat Sidhee Cement - India
- Chettinad Cement Corporation Ltd - India
- Wilmar Investment Holdings
- Karaikal Port Pvt Ltd - India
- Borneo Indobara - Indonesia
- Indo Tambangraya Megah - Indonesia
- Electricity Authority, New Zealand
- Interocean Group of Companies - India
- Indika Energy - Indonesia
- Siam City Cement PLC, Thailand
- GN Power Mariveles Coal Plant, Philippines
- Energy Development Corp, Philippines
- New Zealand Coal & Carbon
- Directorate General of MIneral and Coal - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Banpu Public Company Limited - Thailand
- Parliament of New Zealand
- Medco Energi Mining Internasional
- Metalloyd Limited - United Kingdom
- Essar Steel Hazira Ltd - India
- Ministry of Mines - Canada
- Gujarat Mineral Development Corp Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Barasentosa Lestari - Indonesia
- Thai Mozambique Logistica
- Rio Tinto Coal - Australia
- Independent Power Producers Association of India
- Semirara Mining Corp, Philippines
- Standard Chartered Bank - UAE
- PetroVietnam Power Coal Import and Supply Company
- Mercator Lines Limited - India
- Kepco SPC Power Corporation, Philippines
- Bhatia International Limited - India
- Kumho Petrochemical, South Korea
- Kalimantan Lumbung Energi - Indonesia
- MS Steel International - UAE
- Eastern Energy - Thailand
- Aboitiz Power Corporation - Philippines
- CIMB Investment Bank - Malaysia
- Billiton Holdings Pty Ltd - Australia
- Alfred C Toepfer International GmbH - Germany
- Jindal Steel & Power Ltd - India
- Ind-Barath Power Infra Limited - India
- Star Paper Mills Limited - India
- Trasteel International SA, Italy
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bukit Makmur.PT - Indonesia
- Meenaskhi Energy Private Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Ambuja Cements Ltd - India
- Georgia Ports Authority, United States
- Sarangani Energy Corporation, Philippines
- Australian Coal Association
- Ministry of Finance - Indonesia
- Videocon Industries ltd - India
- Formosa Plastics Group - Taiwan
- McConnell Dowell - Australia
- Sinarmas Energy and Mining - Indonesia
- Altura Mining Limited, Indonesia
- Parry Sugars Refinery, India
- Binh Thuan Hamico - Vietnam
- Orica Mining Services - Indonesia
- Grasim Industreis Ltd - India
- Vedanta Resources Plc - India
- Tata Chemicals Ltd - India
- Global Coal Blending Company Limited - Australia
- LBH Netherlands Bv - Netherlands
- Vizag Seaport Private Limited - India
- Merrill Lynch Commodities Europe
- Africa Commodities Group - South Africa
- Marubeni Corporation - India
- Petrochimia International Co. Ltd.- Taiwan
- SMG Consultants - Indonesia
- Agrawal Coal Company - India
- Salva Resources Pvt Ltd - India
- Coastal Gujarat Power Limited - India
- Iligan Light & Power Inc, Philippines
- Savvy Resources Ltd - HongKong
- Cement Manufacturers Association - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Riau Bara Harum - Indonesia
- Maheswari Brothers Coal Limited - India
- Miang Besar Coal Terminal - Indonesia
- GAC Shipping (India) Pvt Ltd
- Planning Commission, India
- Maharashtra Electricity Regulatory Commission - India
- Thiess Contractors Indonesia
- Intertek Mineral Services - Indonesia
- Indonesian Coal Mining Association
- Jaiprakash Power Ventures ltd
- Larsen & Toubro Limited - India
- Oldendorff Carriers - Singapore
- ICICI Bank Limited - India
- TeaM Sual Corporation - Philippines
- Coalindo Energy - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Global Green Power PLC Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Xindia Steels Limited - India
- GMR Energy Limited - India
- Anglo American - United Kingdom
- European Bulk Services B.V. - Netherlands
- Bharathi Cement Corporation - India
- Petron Corporation, Philippines
- Eastern Coal Council - USA
- Singapore Mercantile Exchange
- Bukit Asam (Persero) Tbk - Indonesia
- Romanian Commodities Exchange
- Manunggal Multi Energi - Indonesia
- Posco Energy - South Korea
- PowerSource Philippines DevCo
- Ceylon Electricity Board - Sri Lanka
- Pendopo Energi Batubara - Indonesia
- Economic Council, Georgia
- Central Java Power - Indonesia
- Orica Australia Pty. Ltd.
- Samtan Co., Ltd - South Korea
- Chamber of Mines of South Africa
- Kobexindo Tractors - Indoneisa
- Malabar Cements Ltd - India
- Ministry of Transport, Egypt
- PTC India Limited - India
- Siam City Cement - Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Aditya Birla Group - India
- Kaltim Prima Coal - Indonesia
- Australian Commodity Traders Exchange
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