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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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Friday, 29 May 20
KOMIPO ON BEHALF FIVE KOREAN GENCOS INVITED COAL BIDS FOR 5,700 & 4999 NCV COAL FOR AUGUST 2020 LOADING
COALspot.com: South Korea’s Korea Midland Power Co.,Ltd (KOMIPO) on behalf five (5) Korean Gencos has Issued an International Tender for tota ...
Friday, 29 May 20
DRY BULK SHIPPING: NO QUICK RECOVERY FOR THE DRY BULK MARKET AS COVID-19 DIGS DEEPER
The outlook is poor for dry bulk, as the negative demand shock and overcapacity come together to send rates to multi-year lows, even a return to wo ...
Thursday, 28 May 20
COVID-19: A FORCE MAJEURE EVENT? - KYPRIANOU
KNOWLEDGE TO ELEVATE
While seeing the unexpected COVID-19 outbreak expanding worldwide and the first cases being identified in Cyprus, the com ...
Thursday, 28 May 20
OIL DEMAND RECOVERED BY 20% IN MAY AGAINST APRIL: RUSSIAN ENERGY MINISTER - TASS
Oil demand remains at a low level but the demand in May increased by 20% against April, Russian Energy Minister Alexander Novak said, cited by the ...
Thursday, 28 May 20
MARKET INSIGHT - INTERMODAL
Earlier in May, China’s top leaders convened for the annual National People's Congress, following over two months of delays due to the co ...
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- Chettinad Cement Corporation Ltd - India
- Edison Trading Spa - Italy
- Ceylon Electricity Board - Sri Lanka
- Renaissance Capital - South Africa
- McConnell Dowell - Australia
- Meralco Power Generation, Philippines
- Bharathi Cement Corporation - India
- Aditya Birla Group - India
- Essar Steel Hazira Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Electricity Generating Authority of Thailand
- Neyveli Lignite Corporation Ltd, - India
- Carbofer General Trading SA - India
- Formosa Plastics Group - Taiwan
- Kepco SPC Power Corporation, Philippines
- Heidelberg Cement - Germany
- GVK Power & Infra Limited - India
- Siam City Cement PLC, Thailand
- Jorong Barutama Greston.PT - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Eastern Coal Council - USA
- TNB Fuel Sdn Bhd - Malaysia
- Indian Oil Corporation Limited
- Grasim Industreis Ltd - India
- Simpson Spence & Young - Indonesia
- Videocon Industries ltd - India
- Attock Cement Pakistan Limited
- London Commodity Brokers - England
- Port Waratah Coal Services - Australia
- Semirara Mining and Power Corporation, Philippines
- SMG Consultants - Indonesia
- Indonesian Coal Mining Association
- Bhatia International Limited - India
- Sarangani Energy Corporation, Philippines
- Tata Chemicals Ltd - India
- Kideco Jaya Agung - Indonesia
- Toyota Tsusho Corporation, Japan
- Salva Resources Pvt Ltd - India
- Agrawal Coal Company - India
- Jindal Steel & Power Ltd - India
- Parliament of New Zealand
- Pipit Mutiara Jaya. PT, Indonesia
- AsiaOL BioFuels Corp., Philippines
- Therma Luzon, Inc, Philippines
- Rio Tinto Coal - Australia
- San Jose City I Power Corp, Philippines
- Ind-Barath Power Infra Limited - India
- Coal and Oil Company - UAE
- Thiess Contractors Indonesia
- Kobexindo Tractors - Indoneisa
- OPG Power Generation Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Commonwealth Bank - Australia
- Goldman Sachs - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Sakthi Sugars Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Eastern Energy - Thailand
- Samtan Co., Ltd - South Korea
- Gujarat Sidhee Cement - India
- Vijayanagar Sugar Pvt Ltd - India
- Indika Energy - Indonesia
- Kumho Petrochemical, South Korea
- Kalimantan Lumbung Energi - Indonesia
- Indogreen Group - Indonesia
- GMR Energy Limited - India
- Uttam Galva Steels Limited - India
- Power Finance Corporation Ltd., India
- GN Power Mariveles Coal Plant, Philippines
- Binh Thuan Hamico - Vietnam
- Larsen & Toubro Limited - India
- Latin American Coal - Colombia
- Savvy Resources Ltd - HongKong
- Energy Link Ltd, New Zealand
- Cement Manufacturers Association - India
- ASAPP Information Group - India
- Central Electricity Authority - India
- Petron Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Jaiprakash Power Ventures ltd
- Barasentosa Lestari - Indonesia
- Ambuja Cements Ltd - India
- Anglo American - United Kingdom
- Ministry of Mines - Canada
- Bhushan Steel Limited - India
- Aboitiz Power Corporation - Philippines
- SMC Global Power, Philippines
- CIMB Investment Bank - Malaysia
- Sojitz Corporation - Japan
- Xindia Steels Limited - India
- Orica Australia Pty. Ltd.
- Mercuria Energy - Indonesia
- Banpu Public Company Limited - Thailand
- Kapuas Tunggal Persada - Indonesia
- Merrill Lynch Commodities Europe
- Bukit Baiduri Energy - Indonesia
- Mintek Dendrill Indonesia
- Economic Council, Georgia
- Deloitte Consulting - India
- Romanian Commodities Exchange
- Siam City Cement - Thailand
- Semirara Mining Corp, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Bulk Trading Sa - Switzerland
- Globalindo Alam Lestari - Indonesia
- Star Paper Mills Limited - India
- Sical Logistics Limited - India
- Marubeni Corporation - India
- Pendopo Energi Batubara - Indonesia
- IHS Mccloskey Coal Group - USA
- PowerSource Philippines DevCo
- Standard Chartered Bank - UAE
- India Bulls Power Limited - India
- Karaikal Port Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- LBH Netherlands Bv - Netherlands
- IEA Clean Coal Centre - UK
- Thai Mozambique Logistica
- Intertek Mineral Services - Indonesia
- Trasteel International SA, Italy
- Oldendorff Carriers - Singapore
- Directorate General of MIneral and Coal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Singapore Mercantile Exchange
- The Treasury - Australian Government
- Interocean Group of Companies - India
- Vedanta Resources Plc - India
- Makarim & Taira - Indonesia
- Dalmia Cement Bharat India
- Sinarmas Energy and Mining - Indonesia
- Chamber of Mines of South Africa
- Bayan Resources Tbk. - Indonesia
- CNBM International Corporation - China
- European Bulk Services B.V. - Netherlands
- Coalindo Energy - Indonesia
- Bangladesh Power Developement Board
- Riau Bara Harum - Indonesia
- Orica Mining Services - Indonesia
- PTC India Limited - India
- Global Business Power Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Medco Energi Mining Internasional
- Wood Mackenzie - Singapore
- Indo Tambangraya Megah - Indonesia
- MS Steel International - UAE
- Cigading International Bulk Terminal - Indonesia
- Malabar Cements Ltd - India
- Global Coal Blending Company Limited - Australia
- Altura Mining Limited, Indonesia
- Planning Commission, India
- Indian Energy Exchange, India
- Lanco Infratech Ltd - India
- Tamil Nadu electricity Board
- Baramulti Group, Indonesia
- Iligan Light & Power Inc, Philippines
- Minerals Council of Australia
- Kartika Selabumi Mining - Indonesia
- Madhucon Powers Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Georgia Ports Authority, United States
- Borneo Indobara - Indonesia
- Timah Investasi Mineral - Indoneisa
- Metalloyd Limited - United Kingdom
- Leighton Contractors Pty Ltd - Australia
- Directorate Of Revenue Intelligence - India
- GAC Shipping (India) Pvt Ltd
- Bhoruka Overseas - Indonesia
- Bukit Makmur.PT - Indonesia
- White Energy Company Limited
- Maheswari Brothers Coal Limited - India
- The State Trading Corporation of India Ltd
- Parry Sugars Refinery, India
- The University of Queensland
- Billiton Holdings Pty Ltd - Australia
- Antam Resourcindo - Indonesia
- International Coal Ventures Pvt Ltd - India
- Posco Energy - South Korea
- Price Waterhouse Coopers - Russia
- ICICI Bank Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Mjunction Services Limited - India
- Energy Development Corp, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Ministry of Transport, Egypt
- VISA Power Limited - India
- Kaltim Prima Coal - Indonesia
- Straits Asia Resources Limited - Singapore
- Gujarat Electricity Regulatory Commission - India
- New Zealand Coal & Carbon
- Africa Commodities Group - South Africa
- Independent Power Producers Association of India
- Mercator Lines Limited - India
- Wilmar Investment Holdings
- Australian Coal Association
- SN Aboitiz Power Inc, Philippines
- Electricity Authority, New Zealand
- Vizag Seaport Private Limited - India
- Sree Jayajothi Cements Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- TeaM Sual Corporation - Philippines
- Ministry of Finance - Indonesia
- Australian Commodity Traders Exchange
- Gujarat Mineral Development Corp Ltd - India
- South Luzon Thermal Energy Corporation
- Sindya Power Generating Company Private Ltd
- Global Green Power PLC Corporation, Philippines
- Central Java Power - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Manunggal Multi Energi - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Meenaskhi Energy Private Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- PNOC Exploration Corporation - Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Coastal Gujarat Power Limited - India
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