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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, 03 April 20
CHINA'S BENCHMARK POWER COAL PRICE DROPS SLIGHTLY - XINHUA
China’s benchmark power coal price dropped slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge ...
Wednesday, 01 April 20
TRADERS SCRAMBLE TO SELL CHEAP CRUDE CARGOES AS GLUT GROWS - REUTERS
Oil traders across the globe are offering cargoes far in advance as rapidly vanishing demand drives key physical crude prices to multi-decade lows, ...
Wednesday, 01 April 20
MARKET INSIGHT - INTERMODAL
There is an old, allegedly Chinese, saying suggesting that living in “interesting” times usually refers to times of trouble. The latest ...
Tuesday, 31 March 20
FREIGHT MARKET: DRY BULKERS - SPOT MARKET 23-29 MARCH 2020
Capesize
The rebound in freight rates resumed this past week, with rates man-aging to post further gains by week’s end. The BCI is in negat ...
Tuesday, 31 March 20
DRY BULK: Q1 HAS BEEN THE WORST QUARTER NOTED FOR MORE THAN 3 YEARS NOW - ALLIED RESEARCH
At this point, the Covid-19 pandemic seems to be monopolizing all market (as well as all other) discussions across the world and any market insight ...
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Showing 1031 to 1035 news of total 6871 |
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- Tata Chemicals Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Therma Luzon, Inc, Philippines
- Metalloyd Limited - United Kingdom
- Sinarmas Energy and Mining - Indonesia
- Bukit Baiduri Energy - Indonesia
- Malabar Cements Ltd - India
- Interocean Group of Companies - India
- Straits Asia Resources Limited - Singapore
- Siam City Cement PLC, Thailand
- Oldendorff Carriers - Singapore
- Electricity Generating Authority of Thailand
- IHS Mccloskey Coal Group - USA
- Parry Sugars Refinery, India
- Ministry of Mines - Canada
- Bukit Makmur.PT - Indonesia
- Salva Resources Pvt Ltd - India
- London Commodity Brokers - England
- Billiton Holdings Pty Ltd - Australia
- Star Paper Mills Limited - India
- Thai Mozambique Logistica
- Kaltim Prima Coal - Indonesia
- Lanco Infratech Ltd - India
- Global Coal Blending Company Limited - Australia
- ICICI Bank Limited - India
- Sindya Power Generating Company Private Ltd
- Sakthi Sugars Limited - India
- Bangladesh Power Developement Board
- Port Waratah Coal Services - Australia
- Borneo Indobara - Indonesia
- Renaissance Capital - South Africa
- Cigading International Bulk Terminal - Indonesia
- New Zealand Coal & Carbon
- Indian Oil Corporation Limited
- Wood Mackenzie - Singapore
- Jaiprakash Power Ventures ltd
- Makarim & Taira - Indonesia
- Coastal Gujarat Power Limited - India
- Wilmar Investment Holdings
- Ambuja Cements Ltd - India
- Bhushan Steel Limited - India
- VISA Power Limited - India
- Coal and Oil Company - UAE
- GVK Power & Infra Limited - India
- SN Aboitiz Power Inc, Philippines
- Commonwealth Bank - Australia
- Simpson Spence & Young - Indonesia
- Holcim Trading Pte Ltd - Singapore
- PowerSource Philippines DevCo
- Neyveli Lignite Corporation Ltd, - India
- Xindia Steels Limited - India
- Timah Investasi Mineral - Indoneisa
- Vijayanagar Sugar Pvt Ltd - India
- Tamil Nadu electricity Board
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- SMC Global Power, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Antam Resourcindo - Indonesia
- India Bulls Power Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Kobexindo Tractors - Indoneisa
- Goldman Sachs - Singapore
- Dalmia Cement Bharat India
- Samtan Co., Ltd - South Korea
- Jindal Steel & Power Ltd - India
- Siam City Cement - Thailand
- Indonesian Coal Mining Association
- Riau Bara Harum - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ceylon Electricity Board - Sri Lanka
- Vizag Seaport Private Limited - India
- Sojitz Corporation - Japan
- Indo Tambangraya Megah - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- Kumho Petrochemical, South Korea
- Deloitte Consulting - India
- Uttam Galva Steels Limited - India
- Gujarat Electricity Regulatory Commission - India
- Banpu Public Company Limited - Thailand
- Chettinad Cement Corporation Ltd - India
- Larsen & Toubro Limited - India
- Globalindo Alam Lestari - Indonesia
- Meenaskhi Energy Private Limited - India
- Krishnapatnam Port Company Ltd. - India
- Mintek Dendrill Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Vedanta Resources Plc - India
- Trasteel International SA, Italy
- Sree Jayajothi Cements Limited - India
- Pendopo Energi Batubara - Indonesia
- Iligan Light & Power Inc, Philippines
- Karaikal Port Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- Gujarat Mineral Development Corp Ltd - India
- Kepco SPC Power Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Merrill Lynch Commodities Europe
- Intertek Mineral Services - Indonesia
- Romanian Commodities Exchange
- Attock Cement Pakistan Limited
- The University of Queensland
- Marubeni Corporation - India
- AsiaOL BioFuels Corp., Philippines
- Australian Commodity Traders Exchange
- GAC Shipping (India) Pvt Ltd
- Kohat Cement Company Ltd. - Pakistan
- Chamber of Mines of South Africa
- Aboitiz Power Corporation - Philippines
- Ministry of Transport, Egypt
- Global Green Power PLC Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Latin American Coal - Colombia
- Leighton Contractors Pty Ltd - Australia
- Heidelberg Cement - Germany
- Sarangani Energy Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Gujarat Sidhee Cement - India
- Orica Australia Pty. Ltd.
- Minerals Council of Australia
- Global Business Power Corporation, Philippines
- SMG Consultants - Indonesia
- Australian Coal Association
- Kalimantan Lumbung Energi - Indonesia
- South Luzon Thermal Energy Corporation
- Georgia Ports Authority, United States
- Power Finance Corporation Ltd., India
- TNB Fuel Sdn Bhd - Malaysia
- Pipit Mutiara Jaya. PT, Indonesia
- Anglo American - United Kingdom
- CIMB Investment Bank - Malaysia
- Kideco Jaya Agung - Indonesia
- PTC India Limited - India
- Rashtriya Ispat Nigam Limited - India
- Aditya Birla Group - India
- The State Trading Corporation of India Ltd
- Coalindo Energy - Indonesia
- Singapore Mercantile Exchange
- Medco Energi Mining Internasional
- Indogreen Group - Indonesia
- Essar Steel Hazira Ltd - India
- Semirara Mining Corp, Philippines
- Indika Energy - Indonesia
- Central Java Power - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Formosa Plastics Group - Taiwan
- Mjunction Services Limited - India
- GN Power Mariveles Coal Plant, Philippines
- ASAPP Information Group - India
- International Coal Ventures Pvt Ltd - India
- Central Electricity Authority - India
- Ministry of Finance - Indonesia
- Bayan Resources Tbk. - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Mercuria Energy - Indonesia
- Mercator Lines Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Savvy Resources Ltd - HongKong
- European Bulk Services B.V. - Netherlands
- Planning Commission, India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Cement Manufacturers Association - India
- Standard Chartered Bank - UAE
- Price Waterhouse Coopers - Russia
- Directorate Of Revenue Intelligence - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sical Logistics Limited - India
- Agrawal Coal Company - India
- Posco Energy - South Korea
- Energy Link Ltd, New Zealand
- Economic Council, Georgia
- TeaM Sual Corporation - Philippines
- Karbindo Abesyapradhi - Indoneisa
- Grasim Industreis Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Thiess Contractors Indonesia
- IEA Clean Coal Centre - UK
- GMR Energy Limited - India
- MS Steel International - UAE
- Indian Energy Exchange, India
- Petron Corporation, Philippines
- Madhucon Powers Ltd - India
- Videocon Industries ltd - India
- Energy Development Corp, Philippines
- Bharathi Cement Corporation - India
- Eastern Coal Council - USA
- Ind-Barath Power Infra Limited - India
- CNBM International Corporation - China
- San Jose City I Power Corp, Philippines
- The Treasury - Australian Government
- Independent Power Producers Association of India
- Orica Mining Services - Indonesia
- Eastern Energy - Thailand
- Meralco Power Generation, Philippines
- Bhatia International Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- McConnell Dowell - Australia
- Edison Trading Spa - Italy
- Baramulti Group, Indonesia
- Maheswari Brothers Coal Limited - India
- PNOC Exploration Corporation - Philippines
- OPG Power Generation Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Kartika Selabumi Mining - Indonesia
- Carbofer General Trading SA - India
- Altura Mining Limited, Indonesia
- Electricity Authority, New Zealand
- Africa Commodities Group - South Africa
- Barasentosa Lestari - Indonesia
- Parliament of New Zealand
- Rio Tinto Coal - Australia
- Toyota Tsusho Corporation, Japan
- Binh Thuan Hamico - Vietnam
- Asia Pacific Energy Resources Ventures Inc, Philippines
- White Energy Company Limited
- Bhoruka Overseas - Indonesia
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