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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, 02 June 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX DOWN 0.86 PCT - XINHUA
China Taiyuan coal transaction price index stood at 123.95 points Monday, down 0.86 percent week on week.
The index, released by Chi ...
Tuesday, 02 June 20
THE HISTORIC DECLINE OF US COAL - WOOD MACKENZIE
The first commercial power plant in the US was Thomas Edison’s coal-fired Pearl Street station in lower Manhattan, which started operating in ...
Tuesday, 02 June 20
COAL INDIA'S MAY SALES DRIVEN SHARPLY LOWER BY SLUMP IN POWER DEMAND - REUTER
Coal India’s sales fell 23.3% in May as utilities refrained from purchases amid record stockpiles and tepid demand because of a nationwide lo ...
Tuesday, 02 June 20
TUAH TURANGGA AGUNG RECORDED 4.54 MILLION TONS OF COAL SALES IN THE FIRST FOUR MONTHS OF 2020
PT United Tractors Tbk through its subsidiary, PT Tuah Turangga Agung recorded 4.54 million tons of coal sales in the first four months of 2020, up ...
Tuesday, 02 June 20
SOURING SINO-AUSTRALIA TRADE RELATIONS - BALTIC EXCHANGE
Cooling relations between the commodity powerhouses of China and Australia may point to trade troubles ahead when the world emerges from the Covid- ...
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- ICICI Bank Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Bukit Baiduri Energy - Indonesia
- Vedanta Resources Plc - India
- Karaikal Port Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Jindal Steel & Power Ltd - India
- Indian Oil Corporation Limited
- Indo Tambangraya Megah - Indonesia
- Sinarmas Energy and Mining - Indonesia
- McConnell Dowell - Australia
- Aboitiz Power Corporation - Philippines
- MS Steel International - UAE
- Sical Logistics Limited - India
- Siam City Cement PLC, Thailand
- Merrill Lynch Commodities Europe
- TNB Fuel Sdn Bhd - Malaysia
- Savvy Resources Ltd - HongKong
- San Jose City I Power Corp, Philippines
- The University of Queensland
- Bhoruka Overseas - Indonesia
- OPG Power Generation Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- Indika Energy - Indonesia
- Ministry of Finance - Indonesia
- Siam City Cement - Thailand
- New Zealand Coal & Carbon
- South Luzon Thermal Energy Corporation
- Latin American Coal - Colombia
- Therma Luzon, Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Timah Investasi Mineral - Indoneisa
- PNOC Exploration Corporation - Philippines
- Parliament of New Zealand
- Maheswari Brothers Coal Limited - India
- Jorong Barutama Greston.PT - Indonesia
- ASAPP Information Group - India
- Antam Resourcindo - Indonesia
- Africa Commodities Group - South Africa
- Riau Bara Harum - Indonesia
- Manunggal Multi Energi - Indonesia
- Minerals Council of Australia
- Bayan Resources Tbk. - Indonesia
- Australian Coal Association
- Straits Asia Resources Limited - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Star Paper Mills Limited - India
- LBH Netherlands Bv - Netherlands
- Grasim Industreis Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Borneo Indobara - Indonesia
- Global Business Power Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- Independent Power Producers Association of India
- Essar Steel Hazira Ltd - India
- Thiess Contractors Indonesia
- Salva Resources Pvt Ltd - India
- Bhatia International Limited - India
- Global Coal Blending Company Limited - Australia
- Deloitte Consulting - India
- Standard Chartered Bank - UAE
- Rio Tinto Coal - Australia
- Energy Link Ltd, New Zealand
- Australian Commodity Traders Exchange
- Electricity Authority, New Zealand
- Ceylon Electricity Board - Sri Lanka
- Wood Mackenzie - Singapore
- Leighton Contractors Pty Ltd - Australia
- Economic Council, Georgia
- Parry Sugars Refinery, India
- Ministry of Transport, Egypt
- Georgia Ports Authority, United States
- Gujarat Sidhee Cement - India
- The State Trading Corporation of India Ltd
- Semirara Mining Corp, Philippines
- Bharathi Cement Corporation - India
- CNBM International Corporation - China
- Iligan Light & Power Inc, Philippines
- Chettinad Cement Corporation Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Madhucon Powers Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Videocon Industries ltd - India
- Kaltim Prima Coal - Indonesia
- Tamil Nadu electricity Board
- Barasentosa Lestari - Indonesia
- Xindia Steels Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Dalmia Cement Bharat India
- Orica Australia Pty. Ltd.
- Anglo American - United Kingdom
- Coastal Gujarat Power Limited - India
- Kumho Petrochemical, South Korea
- Binh Thuan Hamico - Vietnam
- Sindya Power Generating Company Private Ltd
- European Bulk Services B.V. - Netherlands
- Mjunction Services Limited - India
- Metalloyd Limited - United Kingdom
- Mercuria Energy - Indonesia
- GMR Energy Limited - India
- AsiaOL BioFuels Corp., Philippines
- Globalindo Alam Lestari - Indonesia
- IHS Mccloskey Coal Group - USA
- Formosa Plastics Group - Taiwan
- Makarim & Taira - Indonesia
- Meralco Power Generation, Philippines
- Global Green Power PLC Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Aditya Birla Group - India
- Carbofer General Trading SA - India
- Planning Commission, India
- Interocean Group of Companies - India
- Alfred C Toepfer International GmbH - Germany
- Medco Energi Mining Internasional
- Billiton Holdings Pty Ltd - Australia
- Agrawal Coal Company - India
- Sree Jayajothi Cements Limited - India
- Semirara Mining and Power Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Commonwealth Bank - Australia
- Kartika Selabumi Mining - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Chamber of Mines of South Africa
- Larsen & Toubro Limited - India
- Heidelberg Cement - Germany
- Meenaskhi Energy Private Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Coal and Oil Company - UAE
- Ministry of Mines - Canada
- SMG Consultants - Indonesia
- Eastern Energy - Thailand
- Kobexindo Tractors - Indoneisa
- Edison Trading Spa - Italy
- VISA Power Limited - India
- PowerSource Philippines DevCo
- Kepco SPC Power Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- SMC Global Power, Philippines
- GVK Power & Infra Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Kapuas Tunggal Persada - Indonesia
- The Treasury - Australian Government
- Kideco Jaya Agung - Indonesia
- Trasteel International SA, Italy
- Indian Energy Exchange, India
- Power Finance Corporation Ltd., India
- Malabar Cements Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Sakthi Sugars Limited - India
- Romanian Commodities Exchange
- Baramulti Group, Indonesia
- India Bulls Power Limited - India
- Central Java Power - Indonesia
- SN Aboitiz Power Inc, Philippines
- Marubeni Corporation - India
- Kalimantan Lumbung Energi - Indonesia
- Bulk Trading Sa - Switzerland
- Goldman Sachs - Singapore
- TeaM Sual Corporation - Philippines
- Jaiprakash Power Ventures ltd
- Oldendorff Carriers - Singapore
- Posco Energy - South Korea
- CIMB Investment Bank - Malaysia
- Holcim Trading Pte Ltd - Singapore
- White Energy Company Limited
- International Coal Ventures Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- Gujarat Mineral Development Corp Ltd - India
- Eastern Coal Council - USA
- Rashtriya Ispat Nigam Limited - India
- London Commodity Brokers - England
- Thai Mozambique Logistica
- Orica Mining Services - Indonesia
- Mintek Dendrill Indonesia
- Petron Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Bukit Asam (Persero) Tbk - Indonesia
- Coalindo Energy - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Intertek Mineral Services - Indonesia
- Lanco Infratech Ltd - India
- Toyota Tsusho Corporation, Japan
- Krishnapatnam Port Company Ltd. - India
- Wilmar Investment Holdings
- Offshore Bulk Terminal Pte Ltd, Singapore
- Renaissance Capital - South Africa
- Banpu Public Company Limited - Thailand
- Port Waratah Coal Services - Australia
- PTC India Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indonesian Coal Mining Association
- Pendopo Energi Batubara - Indonesia
- Bangladesh Power Developement Board
- Maharashtra Electricity Regulatory Commission - India
- Price Waterhouse Coopers - Russia
- Tata Chemicals Ltd - India
- Ambuja Cements Ltd - India
- Vizag Seaport Private Limited - India
- Uttam Galva Steels Limited - India
- Electricity Generating Authority of Thailand
- Cement Manufacturers Association - India
- Singapore Mercantile Exchange
- Bhushan Steel Limited - India
- Simpson Spence & Young - Indonesia
- Attock Cement Pakistan Limited
- Mercator Lines Limited - India
- Energy Development Corp, Philippines
- Indogreen Group - Indonesia
- IEA Clean Coal Centre - UK
- Ind-Barath Power Infra Limited - India
- Sarangani Energy Corporation, Philippines
- Central Electricity Authority - India
- Sojitz Corporation - Japan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
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