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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, 21 May 20
KOMIPO INVITED BIDS FOR TOTAL 610000 MT OF LCV AND HCV COAL FOR 2H 2020
COALspot.com: South Korea’s Korea Midland Power Co. Ltd. (KOMIPO) has Issued an International Tender for 130,000 mt of 5700 NCV coal an ...
Wednesday, 20 May 20
ADARO ENERGY BOOKED A 5% INCREASE IN COAL PRODUCTION VOLUME Y-O-Y IN 1Q2020
PT. Adaro Energy Tbk, Indonesia’s one of the largest coal miner, booked a 5% increase in coal production volume year-over-year in 1Q2020. The ...
Wednesday, 20 May 20
BRAZIL SOYBEAN EXPORTS HAVE BEEN SURGING THIS YEAR - BANCHERO COSTA
Brazil soybean exports have been surging this year, thanks to a combination of strong demand from China, a bumper crop, and favourable exchange rat ...
Wednesday, 20 May 20
MARKET INSIGHT
Seafarers keep maritime trade going so that the food, raw materials, energy and manufactured goods on which so many depend can continue moving arou ...
Tuesday, 19 May 20
AMENDMENT OF THE INDONESIAN MINING LAW: TYING UP LOOSE ENDS - UMBRA
KNOWLEDGE TO ELEVATE
The finalized draft of Law on the amendment of the Mining Law (Bill) was publicly released on 11 May 2020 and was then ap ...
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- Mintek Dendrill Indonesia
- Marubeni Corporation - India
- Merrill Lynch Commodities Europe
- The State Trading Corporation of India Ltd
- Holcim Trading Pte Ltd - Singapore
- Trasteel International SA, Italy
- Sarangani Energy Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Malabar Cements Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Kumho Petrochemical, South Korea
- India Bulls Power Limited - India
- Manunggal Multi Energi - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Bahari Cakrawala Sebuku - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Iligan Light & Power Inc, Philippines
- Renaissance Capital - South Africa
- Vedanta Resources Plc - India
- Kideco Jaya Agung - Indonesia
- Borneo Indobara - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Oldendorff Carriers - Singapore
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ceylon Electricity Board - Sri Lanka
- Semirara Mining and Power Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Toyota Tsusho Corporation, Japan
- PowerSource Philippines DevCo
- Maharashtra Electricity Regulatory Commission - India
- Orica Mining Services - Indonesia
- Directorate Of Revenue Intelligence - India
- Economic Council, Georgia
- Rio Tinto Coal - Australia
- Jorong Barutama Greston.PT - Indonesia
- Samtan Co., Ltd - South Korea
- GN Power Mariveles Coal Plant, Philippines
- Baramulti Group, Indonesia
- Ministry of Transport, Egypt
- Sojitz Corporation - Japan
- Leighton Contractors Pty Ltd - Australia
- Dalmia Cement Bharat India
- Bharathi Cement Corporation - India
- Indika Energy - Indonesia
- Kobexindo Tractors - Indoneisa
- PetroVietnam Power Coal Import and Supply Company
- Karaikal Port Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- Star Paper Mills Limited - India
- Meralco Power Generation, Philippines
- CNBM International Corporation - China
- Kohat Cement Company Ltd. - Pakistan
- CIMB Investment Bank - Malaysia
- New Zealand Coal & Carbon
- Bulk Trading Sa - Switzerland
- Mercuria Energy - Indonesia
- Petron Corporation, Philippines
- Australian Coal Association
- TeaM Sual Corporation - Philippines
- Energy Link Ltd, New Zealand
- GVK Power & Infra Limited - India
- OPG Power Generation Pvt Ltd - India
- Ambuja Cements Ltd - India
- Coastal Gujarat Power Limited - India
- Riau Bara Harum - Indonesia
- Aditya Birla Group - India
- Carbofer General Trading SA - India
- Price Waterhouse Coopers - Russia
- Bukit Baiduri Energy - Indonesia
- Madhucon Powers Ltd - India
- Singapore Mercantile Exchange
- Eastern Coal Council - USA
- Cigading International Bulk Terminal - Indonesia
- Jindal Steel & Power Ltd - India
- Kaltim Prima Coal - Indonesia
- Barasentosa Lestari - Indonesia
- Maheswari Brothers Coal Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Ministry of Finance - Indonesia
- Parliament of New Zealand
- Bangladesh Power Developement Board
- Chamber of Mines of South Africa
- Bhoruka Overseas - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- South Luzon Thermal Energy Corporation
- Global Business Power Corporation, Philippines
- Heidelberg Cement - Germany
- Miang Besar Coal Terminal - Indonesia
- Krishnapatnam Port Company Ltd. - India
- PTC India Limited - India
- Mercator Lines Limited - India
- PNOC Exploration Corporation - Philippines
- Sindya Power Generating Company Private Ltd
- Commonwealth Bank - Australia
- Makarim & Taira - Indonesia
- Thiess Contractors Indonesia
- The Treasury - Australian Government
- Vijayanagar Sugar Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- Global Coal Blending Company Limited - Australia
- London Commodity Brokers - England
- Bayan Resources Tbk. - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Energy Development Corp, Philippines
- Sical Logistics Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Siam City Cement PLC, Thailand
- Rashtriya Ispat Nigam Limited - India
- Intertek Mineral Services - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- San Jose City I Power Corp, Philippines
- Siam City Cement - Thailand
- Savvy Resources Ltd - HongKong
- The University of Queensland
- Power Finance Corporation Ltd., India
- Tamil Nadu electricity Board
- IEA Clean Coal Centre - UK
- Coal and Oil Company - UAE
- Semirara Mining Corp, Philippines
- Australian Commodity Traders Exchange
- Africa Commodities Group - South Africa
- Salva Resources Pvt Ltd - India
- Central Java Power - Indonesia
- GMR Energy Limited - India
- Tata Chemicals Ltd - India
- Independent Power Producers Association of India
- AsiaOL BioFuels Corp., Philippines
- Sakthi Sugars Limited - India
- Wood Mackenzie - Singapore
- Videocon Industries ltd - India
- SMC Global Power, Philippines
- Uttam Galva Steels Limited - India
- Ministry of Mines - Canada
- European Bulk Services B.V. - Netherlands
- Kapuas Tunggal Persada - Indonesia
- Antam Resourcindo - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Binh Thuan Hamico - Vietnam
- Lanco Infratech Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Formosa Plastics Group - Taiwan
- Edison Trading Spa - Italy
- Asmin Koalindo Tuhup - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Deloitte Consulting - India
- Directorate General of MIneral and Coal - Indonesia
- Minerals Council of Australia
- Jaiprakash Power Ventures ltd
- Port Waratah Coal Services - Australia
- Mjunction Services Limited - India
- Banpu Public Company Limited - Thailand
- Indo Tambangraya Megah - Indonesia
- IHS Mccloskey Coal Group - USA
- Posco Energy - South Korea
- Goldman Sachs - Singapore
- Xindia Steels Limited - India
- Aboitiz Power Corporation - Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Thai Mozambique Logistica
- Cement Manufacturers Association - India
- VISA Power Limited - India
- Gujarat Mineral Development Corp Ltd - India
- SN Aboitiz Power Inc, Philippines
- Wilmar Investment Holdings
- Interocean Group of Companies - India
- Altura Mining Limited, Indonesia
- White Energy Company Limited
- Global Green Power PLC Corporation, Philippines
- Bhushan Steel Limited - India
- Therma Luzon, Inc, Philippines
- Georgia Ports Authority, United States
- Gujarat Sidhee Cement - India
- Latin American Coal - Colombia
- LBH Netherlands Bv - Netherlands
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Meenaskhi Energy Private Limited - India
- Romanian Commodities Exchange
- Pipit Mutiara Jaya. PT, Indonesia
- Indian Energy Exchange, India
- Ind-Barath Power Infra Limited - India
- Coalindo Energy - Indonesia
- ICICI Bank Limited - India
- Central Electricity Authority - India
- Indian Oil Corporation Limited
- MS Steel International - UAE
- Essar Steel Hazira Ltd - India
- McConnell Dowell - Australia
- Parry Sugars Refinery, India
- Simpson Spence & Young - Indonesia
- Kartika Selabumi Mining - Indonesia
- ASAPP Information Group - India
- Medco Energi Mining Internasional
- Bukit Makmur.PT - Indonesia
- Attock Cement Pakistan Limited
- Eastern Energy - Thailand
- Indogreen Group - Indonesia
- Orica Australia Pty. Ltd.
- Electricity Authority, New Zealand
- Electricity Generating Authority of Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Standard Chartered Bank - UAE
- Indonesian Coal Mining Association
- Larsen & Toubro Limited - India
- Vizag Seaport Private Limited - India
- Timah Investasi Mineral - Indoneisa
- Kepco SPC Power Corporation, Philippines
- Anglo American - United Kingdom
- Metalloyd Limited - United Kingdom
- SMG Consultants - Indonesia
- Planning Commission, India
- GAC Shipping (India) Pvt Ltd
- Bhatia International Limited - India
- Grasim Industreis Ltd - India
- Agrawal Coal Company - India
- Sree Jayajothi Cements Limited - India
- Globalindo Alam Lestari - Indonesia
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