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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, 16 April 20
CHINA'S BENCHMARK POWER COAL PRICE FALLS 5 YUAN PER TONNE - XINHUA
China’s benchmark power coal price fell by 5 yuan (about 70 U.S. cents) per tonne during the past week.
The Bohai-Rim Steam-Co ...
Thursday, 16 April 20
MARKET INSIGHT - INTERMODAL
As everyone anticipated the results of the OPEC + G20 meeting last week, it was very interesting to watch the reaction of tanker rates that were in ...
Monday, 13 April 20
SUPRAMAX: A 56,000DWT SHIP WAS FIXED DELIVERY PARADIP, REDELIVERY CHINA, AT $4,700 - BALTIC BRIEFING
Capesize
The Capesize market this past week looks to have come off life support and found some improved sentiment. The week began rather ordina ...
Saturday, 11 April 20
FAQ: COVID-19 AND CLUB COVER - UK P&I
KNOWLEDGE TO ELEVATE
The Coronavirus (COVID-19) pandemic has generated a significant number of enquiries and questions from Members in recent ...
Saturday, 11 April 20
KOEN POWER PLANTS INVITED BIDS FOR 1.5 -1.62 MMT OF STEAM COAL
COALspot.com: South Korea’s KOREA SOUTH-EAST POWER CO., LTD. (KOEN) has issued an international tender for 1,500,000-1,620,000 Metric Tons (M ...
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Showing 1016 to 1020 news of total 6871 |
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- Latin American Coal - Colombia
- Eastern Energy - Thailand
- Chettinad Cement Corporation Ltd - India
- Videocon Industries ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indika Energy - Indonesia
- Marubeni Corporation - India
- International Coal Ventures Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Mintek Dendrill Indonesia
- Bhatia International Limited - India
- Sojitz Corporation - Japan
- Central Java Power - Indonesia
- Vizag Seaport Private Limited - India
- Cement Manufacturers Association - India
- Indian Energy Exchange, India
- Bank of Tokyo Mitsubishi UFJ Ltd
- PowerSource Philippines DevCo
- Borneo Indobara - Indonesia
- Price Waterhouse Coopers - Russia
- European Bulk Services B.V. - Netherlands
- Australian Coal Association
- Carbofer General Trading SA - India
- Merrill Lynch Commodities Europe
- Coal and Oil Company - UAE
- Tamil Nadu electricity Board
- Maharashtra Electricity Regulatory Commission - India
- Ceylon Electricity Board - Sri Lanka
- Sree Jayajothi Cements Limited - India
- Indogreen Group - Indonesia
- SN Aboitiz Power Inc, Philippines
- Global Business Power Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Petron Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Deloitte Consulting - India
- Indian Oil Corporation Limited
- Krishnapatnam Port Company Ltd. - India
- Globalindo Alam Lestari - Indonesia
- Thiess Contractors Indonesia
- The Treasury - Australian Government
- Semirara Mining Corp, Philippines
- Kartika Selabumi Mining - Indonesia
- Ind-Barath Power Infra Limited - India
- Kepco SPC Power Corporation, Philippines
- Siam City Cement PLC, Thailand
- Salva Resources Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- IEA Clean Coal Centre - UK
- Manunggal Multi Energi - Indonesia
- Alfred C Toepfer International GmbH - Germany
- GAC Shipping (India) Pvt Ltd
- Meralco Power Generation, Philippines
- Bukit Baiduri Energy - Indonesia
- India Bulls Power Limited - India
- SMC Global Power, Philippines
- Antam Resourcindo - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Standard Chartered Bank - UAE
- Port Waratah Coal Services - Australia
- Metalloyd Limited - United Kingdom
- Essar Steel Hazira Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Star Paper Mills Limited - India
- Ambuja Cements Ltd - India
- Sical Logistics Limited - India
- Miang Besar Coal Terminal - Indonesia
- Rio Tinto Coal - Australia
- The State Trading Corporation of India Ltd
- Gujarat Electricity Regulatory Commission - India
- Ministry of Mines - Canada
- Commonwealth Bank - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Anglo American - United Kingdom
- Global Coal Blending Company Limited - Australia
- Orica Mining Services - Indonesia
- Parry Sugars Refinery, India
- Heidelberg Cement - Germany
- Pendopo Energi Batubara - Indonesia
- Romanian Commodities Exchange
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- McConnell Dowell - Australia
- LBH Netherlands Bv - Netherlands
- Jaiprakash Power Ventures ltd
- PTC India Limited - India
- Attock Cement Pakistan Limited
- Georgia Ports Authority, United States
- Kapuas Tunggal Persada - Indonesia
- Sindya Power Generating Company Private Ltd
- New Zealand Coal & Carbon
- ICICI Bank Limited - India
- GMR Energy Limited - India
- Minerals Council of Australia
- Therma Luzon, Inc, Philippines
- Barasentosa Lestari - Indonesia
- PNOC Exploration Corporation - Philippines
- Directorate Of Revenue Intelligence - India
- Vijayanagar Sugar Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- Makarim & Taira - Indonesia
- Riau Bara Harum - Indonesia
- Lanco Infratech Ltd - India
- Toyota Tsusho Corporation, Japan
- Malabar Cements Ltd - India
- Wilmar Investment Holdings
- Africa Commodities Group - South Africa
- Bukit Asam (Persero) Tbk - Indonesia
- Mercator Lines Limited - India
- Kumho Petrochemical, South Korea
- Power Finance Corporation Ltd., India
- TNB Fuel Sdn Bhd - Malaysia
- Aditya Birla Group - India
- Gujarat Mineral Development Corp Ltd - India
- Binh Thuan Hamico - Vietnam
- Samtan Co., Ltd - South Korea
- Interocean Group of Companies - India
- Aboitiz Power Corporation - Philippines
- Australian Commodity Traders Exchange
- Posco Energy - South Korea
- Rashtriya Ispat Nigam Limited - India
- Dalmia Cement Bharat India
- VISA Power Limited - India
- Central Electricity Authority - India
- Karaikal Port Pvt Ltd - India
- SMG Consultants - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Medco Energi Mining Internasional
- Madhucon Powers Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Grasim Industreis Ltd - India
- London Commodity Brokers - England
- Siam City Cement - Thailand
- Eastern Coal Council - USA
- Uttam Galva Steels Limited - India
- Bukit Makmur.PT - Indonesia
- Parliament of New Zealand
- Coalindo Energy - Indonesia
- Kobexindo Tractors - Indoneisa
- Renaissance Capital - South Africa
- Indo Tambangraya Megah - Indonesia
- OPG Power Generation Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- CIMB Investment Bank - Malaysia
- Simpson Spence & Young - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Mercuria Energy - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Singapore Mercantile Exchange
- Sinarmas Energy and Mining - Indonesia
- Energy Link Ltd, New Zealand
- Altura Mining Limited, Indonesia
- San Jose City I Power Corp, Philippines
- Mjunction Services Limited - India
- Gujarat Sidhee Cement - India
- ASAPP Information Group - India
- Bulk Trading Sa - Switzerland
- Holcim Trading Pte Ltd - Singapore
- Electricity Authority, New Zealand
- White Energy Company Limited
- Petrochimia International Co. Ltd.- Taiwan
- Straits Asia Resources Limited - Singapore
- Orica Australia Pty. Ltd.
- Bharathi Cement Corporation - India
- Iligan Light & Power Inc, Philippines
- Vedanta Resources Plc - India
- Trasteel International SA, Italy
- Bhoruka Overseas - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Thai Mozambique Logistica
- Economic Council, Georgia
- Xindia Steels Limited - India
- Planning Commission, India
- Bangladesh Power Developement Board
- Jorong Barutama Greston.PT - Indonesia
- TeaM Sual Corporation - Philippines
- CNBM International Corporation - China
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Global Green Power PLC Corporation, Philippines
- Independent Power Producers Association of India
- Kaltim Prima Coal - Indonesia
- Indonesian Coal Mining Association
- Formosa Plastics Group - Taiwan
- Meenaskhi Energy Private Limited - India
- Ministry of Finance - Indonesia
- GVK Power & Infra Limited - India
- Baramulti Group, Indonesia
- Wood Mackenzie - Singapore
- Savvy Resources Ltd - HongKong
- Intertek Mineral Services - Indonesia
- Goldman Sachs - Singapore
- Tata Chemicals Ltd - India
- Energy Development Corp, Philippines
- Ministry of Transport, Egypt
- Neyveli Lignite Corporation Ltd, - India
- South Luzon Thermal Energy Corporation
- Oldendorff Carriers - Singapore
- PetroVietnam Power Coal Import and Supply Company
- The University of Queensland
- Bayan Resources Tbk. - Indonesia
- MS Steel International - UAE
- Edison Trading Spa - Italy
- IHS Mccloskey Coal Group - USA
- Chamber of Mines of South Africa
- Bhushan Steel Limited - India
- Coastal Gujarat Power Limited - India
- Maheswari Brothers Coal Limited - India
- Sarangani Energy Corporation, Philippines
- Electricity Generating Authority of Thailand
- Larsen & Toubro Limited - India
- Sakthi Sugars Limited - India
- Agrawal Coal Company - India
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