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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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Wednesday, 27 May 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.94 PCT - XINHUA
China Taiyuan coal transaction price index stood at 125.03 points Monday, up 0.94 percent week on week.
The index, released by China ...
Monday, 25 May 20
NON-OPEC OIL SUPPLY DEVELOPMENT - OPEC
Non-OPEC oil supply continued to increase by 2.0 mb/d in 2019, driven by US shale production, which rose by 1.7 mb/d, amounting to 84% of total non ...
Sunday, 24 May 20
A 63,000 FIXED DELIVERY VIETNAM TRIP VIA INDONESIA REDELIVERY KOSICHANG AT $8,500 - BALTIC BRIEFING
Capesize
After a week of bounce momentum the market appears to have stalled out once again. The Capesize 5TC has more than doubled since last F ...
Saturday, 23 May 20
COLOMBIA COAL OUTPUT DOWN 7.2% IN Q1 ON LOW PRICES, CORONAVIRUS LOCKDOWN - REUTERS
Coal production in Colombia, the world’s fifth-largest coal exporter, fell 7.2% in the first quarter because of low prices and coronavirus qu ...
Saturday, 23 May 20
EWP INVITES BIDS FOR 840,000 METRIC TONS OF MIN 5700 NAR COAL
COALspot.com: South Korea’s Korea East-West Power Co. Ltd (EWP) has Issued an International Tender for total Max 840,000 Metric Tons of min 5 ...
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- Sarangani Energy Corporation, Philippines
- South Luzon Thermal Energy Corporation
- Latin American Coal - Colombia
- Vizag Seaport Private Limited - India
- Leighton Contractors Pty Ltd - Australia
- Posco Energy - South Korea
- Coal and Oil Company - UAE
- Agrawal Coal Company - India
- White Energy Company Limited
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sree Jayajothi Cements Limited - India
- Altura Mining Limited, Indonesia
- Sindya Power Generating Company Private Ltd
- Electricity Generating Authority of Thailand
- Iligan Light & Power Inc, Philippines
- Simpson Spence & Young - Indonesia
- Port Waratah Coal Services - Australia
- Semirara Mining and Power Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Xindia Steels Limited - India
- Uttam Galva Steels Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Central Java Power - Indonesia
- GVK Power & Infra Limited - India
- Therma Luzon, Inc, Philippines
- Thai Mozambique Logistica
- Siam City Cement PLC, Thailand
- TNB Fuel Sdn Bhd - Malaysia
- Directorate Of Revenue Intelligence - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sinarmas Energy and Mining - Indonesia
- Bayan Resources Tbk. - Indonesia
- Kideco Jaya Agung - Indonesia
- Indika Energy - Indonesia
- Gujarat Sidhee Cement - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Essar Steel Hazira Ltd - India
- Ministry of Finance - Indonesia
- Deloitte Consulting - India
- Rio Tinto Coal - Australia
- Semirara Mining Corp, Philippines
- Mercator Lines Limited - India
- VISA Power Limited - India
- International Coal Ventures Pvt Ltd - India
- Tata Chemicals Ltd - India
- IHS Mccloskey Coal Group - USA
- Global Green Power PLC Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- PTC India Limited - India
- The Treasury - Australian Government
- Indo Tambangraya Megah - Indonesia
- Aditya Birla Group - India
- Borneo Indobara - Indonesia
- Jindal Steel & Power Ltd - India
- Timah Investasi Mineral - Indoneisa
- SN Aboitiz Power Inc, Philippines
- Baramulti Group, Indonesia
- GMR Energy Limited - India
- Chamber of Mines of South Africa
- Orica Australia Pty. Ltd.
- Ministry of Transport, Egypt
- Star Paper Mills Limited - India
- SMC Global Power, Philippines
- Interocean Group of Companies - India
- Pendopo Energi Batubara - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- SMG Consultants - Indonesia
- Kaltim Prima Coal - Indonesia
- Eastern Energy - Thailand
- Ambuja Cements Ltd - India
- Goldman Sachs - Singapore
- Sical Logistics Limited - India
- Salva Resources Pvt Ltd - India
- Bhushan Steel Limited - India
- Alfred C Toepfer International GmbH - Germany
- Global Coal Blending Company Limited - Australia
- European Bulk Services B.V. - Netherlands
- Videocon Industries ltd - India
- Sojitz Corporation - Japan
- Wood Mackenzie - Singapore
- Meralco Power Generation, Philippines
- Eastern Coal Council - USA
- Indogreen Group - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Madhucon Powers Ltd - India
- Tamil Nadu electricity Board
- Thiess Contractors Indonesia
- Bharathi Cement Corporation - India
- Singapore Mercantile Exchange
- CNBM International Corporation - China
- MS Steel International - UAE
- The University of Queensland
- Grasim Industreis Ltd - India
- Bhoruka Overseas - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kumho Petrochemical, South Korea
- Ceylon Electricity Board - Sri Lanka
- Mjunction Services Limited - India
- Energy Development Corp, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Binh Thuan Hamico - Vietnam
- Samtan Co., Ltd - South Korea
- Medco Energi Mining Internasional
- Indian Oil Corporation Limited
- Riau Bara Harum - Indonesia
- Merrill Lynch Commodities Europe
- Bukit Baiduri Energy - Indonesia
- Edison Trading Spa - Italy
- TeaM Sual Corporation - Philippines
- Georgia Ports Authority, United States
- Cigading International Bulk Terminal - Indonesia
- ICICI Bank Limited - India
- Vedanta Resources Plc - India
- Kobexindo Tractors - Indoneisa
- Mintek Dendrill Indonesia
- Coalindo Energy - Indonesia
- Intertek Mineral Services - Indonesia
- Siam City Cement - Thailand
- Energy Link Ltd, New Zealand
- Pipit Mutiara Jaya. PT, Indonesia
- Economic Council, Georgia
- Directorate General of MIneral and Coal - Indonesia
- The State Trading Corporation of India Ltd
- India Bulls Power Limited - India
- Meenaskhi Energy Private Limited - India
- Banpu Public Company Limited - Thailand
- Manunggal Multi Energi - Indonesia
- IEA Clean Coal Centre - UK
- Lanco Infratech Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Bukit Asam (Persero) Tbk - Indonesia
- Oldendorff Carriers - Singapore
- Mercuria Energy - Indonesia
- OPG Power Generation Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Global Business Power Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Bangladesh Power Developement Board
- Australian Coal Association
- Ind-Barath Power Infra Limited - India
- Sakthi Sugars Limited - India
- Independent Power Producers Association of India
- Bulk Trading Sa - Switzerland
- Maharashtra Electricity Regulatory Commission - India
- Gujarat Electricity Regulatory Commission - India
- Neyveli Lignite Corporation Ltd, - India
- Marubeni Corporation - India
- Parliament of New Zealand
- Price Waterhouse Coopers - Russia
- Romanian Commodities Exchange
- Australian Commodity Traders Exchange
- Makarim & Taira - Indonesia
- Petron Corporation, Philippines
- Heidelberg Cement - Germany
- Dalmia Cement Bharat India
- New Zealand Coal & Carbon
- GAC Shipping (India) Pvt Ltd
- Bahari Cakrawala Sebuku - Indonesia
- Renaissance Capital - South Africa
- Planning Commission, India
- Karbindo Abesyapradhi - Indoneisa
- Orica Mining Services - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Parry Sugars Refinery, India
- Ministry of Mines - Canada
- Kohat Cement Company Ltd. - Pakistan
- Carbofer General Trading SA - India
- Bukit Makmur.PT - Indonesia
- CIMB Investment Bank - Malaysia
- Larsen & Toubro Limited - India
- Barasentosa Lestari - Indonesia
- Metalloyd Limited - United Kingdom
- Power Finance Corporation Ltd., India
- Jaiprakash Power Ventures ltd
- Central Electricity Authority - India
- Savvy Resources Ltd - HongKong
- ASAPP Information Group - India
- Billiton Holdings Pty Ltd - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Wilmar Investment Holdings
- McConnell Dowell - Australia
- Formosa Plastics Group - Taiwan
- Electricity Authority, New Zealand
- Commonwealth Bank - Australia
- Antam Resourcindo - Indonesia
- Straits Asia Resources Limited - Singapore
- Maheswari Brothers Coal Limited - India
- Cement Manufacturers Association - India
- Standard Chartered Bank - UAE
- Minerals Council of Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- PNOC Exploration Corporation - Philippines
- Indian Energy Exchange, India
- PowerSource Philippines DevCo
- Anglo American - United Kingdom
- Attock Cement Pakistan Limited
- London Commodity Brokers - England
- GN Power Mariveles Coal Plant, Philippines
- Trasteel International SA, Italy
- Bhatia International Limited - India
- Coastal Gujarat Power Limited - India
- Chettinad Cement Corporation Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Toyota Tsusho Corporation, Japan
- Karaikal Port Pvt Ltd - India
- Africa Commodities Group - South Africa
- Kartika Selabumi Mining - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Malabar Cements Ltd - India
- Kepco SPC Power Corporation, Philippines
- Globalindo Alam Lestari - Indonesia
- Indonesian Coal Mining Association
- Kapuas Tunggal Persada - Indonesia
- Holcim Trading Pte Ltd - Singapore
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