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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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Sunday, 07 June 20
A SCRUBBER FITTED 61,000 ULTRAMAX WAS FIXED DELIVERY PHILIPPINES TRIP VIA SOUTH AFRICA REDELIVERY VIETNAM AT $9,500 - BALTIC BRIEFING
Capesize
The small flicker of hope at the beginning of this week has kindled a small fire under the Capesize market. At a paltry $3369 from the ...
Saturday, 06 June 20
KOREA SOUTH-EAST POWER CO INVITED COAL BIDS FOR MIN 5600 NCV COAL
COALspot.com: South Korea’s KOREA SOUTH-EAST POWER CO., LTD. (KOEN) has issued an international tender for 270,000 Tons (MT) min. 5600 NCV co ...
Friday, 05 June 20
COAL INDIA ESTIMATES PRODUCTION GROWTH BY OVERBURDEN REMOVAL - FINANCIAL EXPRESS
PSU miner Coal India (CIL) has now limited mining only to Overburden Removal (OBR) with falling demand of coal. The mining behemoth is now keeping ...
Friday, 05 June 20
U.S. SANCTIONS COMPLIANCE GUIDANCE RELEASED FOR THE GLOBAL MARITIME, ENERGY AND METALS SECTORS - AKIN GUMP
Key Points
On May 14, 2020, OFAC, the Department of State and the U.S. Coast Guard jointly released guidance for persons involved in the ma ...
Friday, 05 June 20
IN THE FIRST 5 MONTHS OF 2020 AUSTRALIA SHIPPED 6.8 MLN TONNES TO VIETNAM - BANCHERO COSTA
In the first 5 months of 2020, global seaborne coal trade declined by as much as -8% year-on-year, according to vessel tracking data from Ref ...
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- CNBM International Corporation - China
- Kapuas Tunggal Persada - Indonesia
- SMG Consultants - Indonesia
- Wilmar Investment Holdings
- LBH Netherlands Bv - Netherlands
- Billiton Holdings Pty Ltd - Australia
- Krishnapatnam Port Company Ltd. - India
- Maheswari Brothers Coal Limited - India
- ICICI Bank Limited - India
- Meralco Power Generation, Philippines
- Africa Commodities Group - South Africa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Pendopo Energi Batubara - Indonesia
- Power Finance Corporation Ltd., India
- PNOC Exploration Corporation - Philippines
- Port Waratah Coal Services - Australia
- Minerals Council of Australia
- GAC Shipping (India) Pvt Ltd
- Attock Cement Pakistan Limited
- PetroVietnam Power Coal Import and Supply Company
- Orica Australia Pty. Ltd.
- Latin American Coal - Colombia
- Directorate General of MIneral and Coal - Indonesia
- Antam Resourcindo - Indonesia
- Sindya Power Generating Company Private Ltd
- Simpson Spence & Young - Indonesia
- Price Waterhouse Coopers - Russia
- Bahari Cakrawala Sebuku - Indonesia
- Tata Chemicals Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Gujarat Electricity Regulatory Commission - India
- Karaikal Port Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Salva Resources Pvt Ltd - India
- Thai Mozambique Logistica
- Kepco SPC Power Corporation, Philippines
- Indian Energy Exchange, India
- Energy Development Corp, Philippines
- Semirara Mining Corp, Philippines
- Makarim & Taira - Indonesia
- Banpu Public Company Limited - Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Edison Trading Spa - Italy
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Lanco Infratech Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Carbofer General Trading SA - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Vizag Seaport Private Limited - India
- Grasim Industreis Ltd - India
- New Zealand Coal & Carbon
- Goldman Sachs - Singapore
- Sakthi Sugars Limited - India
- Global Coal Blending Company Limited - Australia
- Baramulti Group, Indonesia
- PowerSource Philippines DevCo
- Indika Energy - Indonesia
- Agrawal Coal Company - India
- Economic Council, Georgia
- Aditya Birla Group - India
- Aboitiz Power Corporation - Philippines
- Bharathi Cement Corporation - India
- Parry Sugars Refinery, India
- South Luzon Thermal Energy Corporation
- Larsen & Toubro Limited - India
- Jindal Steel & Power Ltd - India
- The University of Queensland
- Siam City Cement - Thailand
- Kumho Petrochemical, South Korea
- International Coal Ventures Pvt Ltd - India
- The Treasury - Australian Government
- Ambuja Cements Ltd - India
- McConnell Dowell - Australia
- Dalmia Cement Bharat India
- Timah Investasi Mineral - Indoneisa
- Coastal Gujarat Power Limited - India
- Indo Tambangraya Megah - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Bhoruka Overseas - Indonesia
- Globalindo Alam Lestari - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Bukit Makmur.PT - Indonesia
- Savvy Resources Ltd - HongKong
- PTC India Limited - India
- Oldendorff Carriers - Singapore
- Medco Energi Mining Internasional
- Manunggal Multi Energi - Indonesia
- Formosa Plastics Group - Taiwan
- Coalindo Energy - Indonesia
- SMC Global Power, Philippines
- Merrill Lynch Commodities Europe
- Therma Luzon, Inc, Philippines
- Riau Bara Harum - Indonesia
- Georgia Ports Authority, United States
- Trasteel International SA, Italy
- Australian Commodity Traders Exchange
- IEA Clean Coal Centre - UK
- Mjunction Services Limited - India
- Bhatia International Limited - India
- Kobexindo Tractors - Indoneisa
- Gujarat Mineral Development Corp Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Chettinad Cement Corporation Ltd - India
- Global Business Power Corporation, Philippines
- Videocon Industries ltd - India
- GMR Energy Limited - India
- Straits Asia Resources Limited - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Heidelberg Cement - Germany
- Ministry of Transport, Egypt
- Tamil Nadu electricity Board
- London Commodity Brokers - England
- Vijayanagar Sugar Pvt Ltd - India
- Australian Coal Association
- White Energy Company Limited
- Renaissance Capital - South Africa
- Directorate Of Revenue Intelligence - India
- Ministry of Mines - Canada
- GVK Power & Infra Limited - India
- AsiaOL BioFuels Corp., Philippines
- Petron Corporation, Philippines
- Altura Mining Limited, Indonesia
- Sree Jayajothi Cements Limited - India
- Siam City Cement PLC, Thailand
- Wood Mackenzie - Singapore
- India Bulls Power Limited - India
- Alfred C Toepfer International GmbH - Germany
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Jaiprakash Power Ventures ltd
- Xindia Steels Limited - India
- Independent Power Producers Association of India
- Cigading International Bulk Terminal - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Borneo Indobara - Indonesia
- Gujarat Sidhee Cement - India
- Bhushan Steel Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Posco Energy - South Korea
- San Jose City I Power Corp, Philippines
- Chamber of Mines of South Africa
- Rio Tinto Coal - Australia
- Kaltim Prima Coal - Indonesia
- CIMB Investment Bank - Malaysia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kartika Selabumi Mining - Indonesia
- Ministry of Finance - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- SN Aboitiz Power Inc, Philippines
- Barasentosa Lestari - Indonesia
- Mercuria Energy - Indonesia
- Sarangani Energy Corporation, Philippines
- Romanian Commodities Exchange
- Semirara Mining and Power Corporation, Philippines
- MS Steel International - UAE
- Commonwealth Bank - Australia
- Kalimantan Lumbung Energi - Indonesia
- Bayan Resources Tbk. - Indonesia
- Iligan Light & Power Inc, Philippines
- Binh Thuan Hamico - Vietnam
- Holcim Trading Pte Ltd - Singapore
- Meenaskhi Energy Private Limited - India
- Indonesian Coal Mining Association
- Electricity Authority, New Zealand
- Toyota Tsusho Corporation, Japan
- Sojitz Corporation - Japan
- Bulk Trading Sa - Switzerland
- Kideco Jaya Agung - Indonesia
- Eastern Energy - Thailand
- Essar Steel Hazira Ltd - India
- Star Paper Mills Limited - India
- Parliament of New Zealand
- Marubeni Corporation - India
- Thiess Contractors Indonesia
- Deloitte Consulting - India
- Singapore Mercantile Exchange
- Interocean Group of Companies - India
- Madhucon Powers Ltd - India
- Standard Chartered Bank - UAE
- Bangladesh Power Developement Board
- Vedanta Resources Plc - India
- Sical Logistics Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Mintek Dendrill Indonesia
- OPG Power Generation Pvt Ltd - India
- Electricity Generating Authority of Thailand
- TeaM Sual Corporation - Philippines
- Malabar Cements Ltd - India
- The State Trading Corporation of India Ltd
- Uttam Galva Steels Limited - India
- Coal and Oil Company - UAE
- Bukit Baiduri Energy - Indonesia
- Intertek Mineral Services - Indonesia
- Metalloyd Limited - United Kingdom
- Global Green Power PLC Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Ind-Barath Power Infra Limited - India
- Eastern Coal Council - USA
- European Bulk Services B.V. - Netherlands
- Indogreen Group - Indonesia
- Indian Oil Corporation Limited
- VISA Power Limited - India
- Anglo American - United Kingdom
- Central Java Power - Indonesia
- ASAPP Information Group - India
- Orica Mining Services - Indonesia
- Planning Commission, India
- Cement Manufacturers Association - India
- Energy Link Ltd, New Zealand
- Samtan Co., Ltd - South Korea
- Central Electricity Authority - India
- Mercator Lines Limited - India
- IHS Mccloskey Coal Group - USA
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