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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, 04 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 ...
Thursday, 04 June 20
DON'T FORGET THE REAL PURPOSE OF RISK ASSESSMENTS - GARD
KNOWLEDGE TO ELEVATE
When doing a risk assessment, we often overcomplicate it and forget its real purpose.
Rather than ensuring that crew ...
Wednesday, 03 June 20
MARKET INSIGHT - INTERMODAL
Once again shipping is about to venture into uncharted waters and before the challenges of the past decade are forgotten, shipowners will have to o ...
Tuesday, 02 June 20
KOSPO LOOKING FOR 80000 MT OF 4200 NCV COAL FOR JULY
COALspot.com: Korea Southern Power Co., Ltd. (KOSPO) has issued an International tender for 80,000 Metric Tons (MT) 4200 NCV coal for 12 - 21, July ...
Tuesday, 02 June 20
INDONESIAN COAL MINER BUMI RESOURCES Q1 OUTPUT UP 5% - REUTERS
Indonesia’s largest coal miner Bumi Resources posted a 5% increase in first-quarter output at 20.8 million tonnes, the company said in a stat ...
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- Metalloyd Limited - United Kingdom
- Siam City Cement - Thailand
- Uttam Galva Steels Limited - India
- Grasim Industreis Ltd - India
- Power Finance Corporation Ltd., India
- Anglo American - United Kingdom
- Jaiprakash Power Ventures ltd
- Attock Cement Pakistan Limited
- Wood Mackenzie - Singapore
- Orica Australia Pty. Ltd.
- PetroVietnam Power Coal Import and Supply Company
- Indogreen Group - Indonesia
- Ministry of Mines - Canada
- Edison Trading Spa - Italy
- Essar Steel Hazira Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- GVK Power & Infra Limited - India
- AsiaOL BioFuels Corp., Philippines
- Dalmia Cement Bharat India
- Leighton Contractors Pty Ltd - Australia
- Wilmar Investment Holdings
- Billiton Holdings Pty Ltd - Australia
- Sarangani Energy Corporation, Philippines
- Ministry of Finance - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Africa Commodities Group - South Africa
- Planning Commission, India
- Kobexindo Tractors - Indoneisa
- Kideco Jaya Agung - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Ministry of Transport, Egypt
- Miang Besar Coal Terminal - Indonesia
- Posco Energy - South Korea
- Mercuria Energy - Indonesia
- Indian Energy Exchange, India
- GAC Shipping (India) Pvt Ltd
- MS Steel International - UAE
- New Zealand Coal & Carbon
- Bangladesh Power Developement Board
- Neyveli Lignite Corporation Ltd, - India
- Semirara Mining Corp, Philippines
- Meralco Power Generation, Philippines
- Simpson Spence & Young - Indonesia
- Mintek Dendrill Indonesia
- Makarim & Taira - Indonesia
- Energy Link Ltd, New Zealand
- Sindya Power Generating Company Private Ltd
- Kaltim Prima Coal - Indonesia
- Baramulti Group, Indonesia
- Parliament of New Zealand
- Kapuas Tunggal Persada - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Aditya Birla Group - India
- Sakthi Sugars Limited - India
- India Bulls Power Limited - India
- Kartika Selabumi Mining - Indonesia
- Central Electricity Authority - India
- Chettinad Cement Corporation Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Global Coal Blending Company Limited - Australia
- Deloitte Consulting - India
- Semirara Mining and Power Corporation, Philippines
- London Commodity Brokers - England
- Jindal Steel & Power Ltd - India
- Merrill Lynch Commodities Europe
- Economic Council, Georgia
- Maharashtra Electricity Regulatory Commission - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- SN Aboitiz Power Inc, Philippines
- Minerals Council of Australia
- CIMB Investment Bank - Malaysia
- GN Power Mariveles Coal Plant, Philippines
- Bharathi Cement Corporation - India
- Riau Bara Harum - Indonesia
- International Coal Ventures Pvt Ltd - India
- Gujarat Sidhee Cement - India
- Sree Jayajothi Cements Limited - India
- Marubeni Corporation - India
- Sinarmas Energy and Mining - Indonesia
- LBH Netherlands Bv - Netherlands
- Madhucon Powers Ltd - India
- Kepco SPC Power Corporation, Philippines
- Salva Resources Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Indian Oil Corporation Limited
- Pendopo Energi Batubara - Indonesia
- Bukit Makmur.PT - Indonesia
- Maheswari Brothers Coal Limited - India
- Meenaskhi Energy Private Limited - India
- IEA Clean Coal Centre - UK
- Banpu Public Company Limited - Thailand
- Chamber of Mines of South Africa
- Independent Power Producers Association of India
- Petron Corporation, Philippines
- ASAPP Information Group - India
- Global Green Power PLC Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- SMG Consultants - Indonesia
- Formosa Plastics Group - Taiwan
- Thai Mozambique Logistica
- Trasteel International SA, Italy
- Mercator Lines Limited - India
- PowerSource Philippines DevCo
- Kumho Petrochemical, South Korea
- Directorate Of Revenue Intelligence - India
- Bhoruka Overseas - Indonesia
- Lanco Infratech Ltd - India
- Karaikal Port Pvt Ltd - India
- Bhatia International Limited - India
- Standard Chartered Bank - UAE
- Antam Resourcindo - Indonesia
- Coastal Gujarat Power Limited - India
- Price Waterhouse Coopers - Russia
- Mjunction Services Limited - India
- Bayan Resources Tbk. - Indonesia
- Siam City Cement PLC, Thailand
- Interocean Group of Companies - India
- Petrochimia International Co. Ltd.- Taiwan
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Electricity Authority, New Zealand
- Savvy Resources Ltd - HongKong
- Aboitiz Power Corporation - Philippines
- Latin American Coal - Colombia
- Sojitz Corporation - Japan
- European Bulk Services B.V. - Netherlands
- Larsen & Toubro Limited - India
- Tata Chemicals Ltd - India
- Coal and Oil Company - UAE
- CNBM International Corporation - China
- White Energy Company Limited
- Vijayanagar Sugar Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Heidelberg Cement - Germany
- South Luzon Thermal Energy Corporation
- Port Waratah Coal Services - Australia
- Samtan Co., Ltd - South Korea
- Ambuja Cements Ltd - India
- Bulk Trading Sa - Switzerland
- PTC India Limited - India
- Eastern Energy - Thailand
- Straits Asia Resources Limited - Singapore
- San Jose City I Power Corp, Philippines
- ICICI Bank Limited - India
- Timah Investasi Mineral - Indoneisa
- Toyota Tsusho Corporation, Japan
- Georgia Ports Authority, United States
- Kohat Cement Company Ltd. - Pakistan
- Iligan Light & Power Inc, Philippines
- Medco Energi Mining Internasional
- Energy Development Corp, Philippines
- Romanian Commodities Exchange
- SMC Global Power, Philippines
- Cement Manufacturers Association - India
- Tamil Nadu electricity Board
- Orica Mining Services - Indonesia
- Electricity Generating Authority of Thailand
- Karbindo Abesyapradhi - Indoneisa
- GMR Energy Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Barasentosa Lestari - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- IHS Mccloskey Coal Group - USA
- Indonesian Coal Mining Association
- Eastern Coal Council - USA
- Commonwealth Bank - Australia
- Vedanta Resources Plc - India
- Central Java Power - Indonesia
- Bukit Baiduri Energy - Indonesia
- The State Trading Corporation of India Ltd
- Agrawal Coal Company - India
- Thiess Contractors Indonesia
- McConnell Dowell - Australia
- Altura Mining Limited, Indonesia
- Singapore Mercantile Exchange
- Malabar Cements Ltd - India
- Rio Tinto Coal - Australia
- Globalindo Alam Lestari - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Star Paper Mills Limited - India
- Sical Logistics Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Videocon Industries ltd - India
- Xindia Steels Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Gujarat Electricity Regulatory Commission - India
- Australian Coal Association
- Rashtriya Ispat Nigam Limited - India
- Therma Luzon, Inc, Philippines
- Indika Energy - Indonesia
- The Treasury - Australian Government
- Holcim Trading Pte Ltd - Singapore
- Coalindo Energy - Indonesia
- Intertek Mineral Services - Indonesia
- PNOC Exploration Corporation - Philippines
- VISA Power Limited - India
- Ind-Barath Power Infra Limited - India
- Australian Commodity Traders Exchange
- Global Business Power Corporation, Philippines
- Bhushan Steel Limited - India
- Parry Sugars Refinery, India
- Oldendorff Carriers - Singapore
- The University of Queensland
- Carbofer General Trading SA - India
- Renaissance Capital - South Africa
- Borneo Indobara - Indonesia
- Goldman Sachs - Singapore
- Manunggal Multi Energi - Indonesia
- OPG Power Generation Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Indo Tambangraya Megah - Indonesia
- Vizag Seaport Private Limited - India
- Binh Thuan Hamico - Vietnam
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