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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, 19 March 20
A CRUDE TSUNAMI: UP TO 3 MILLION BPD OF EXTRA OIL CAN HIT THE MARKET FROM APRIL, MORE COMING IN MAY - RYSTAD ENERGY
The extra oil coming into the global market from April will be as much as 3 million barrels per day (bpd), Rystad Energy estimates. Two million bpd ...
Thursday, 19 March 20
BIMCO REVISES 2020 FORECAST FOR MAIN SHIPPING MARKETS
The coronavirus pandemic is impacting global shipping demand for 2020 negatively. The speed of the virus spread makes it difficult to assess the fu ...
Thursday, 19 March 20
U.S. COAL EXPORTS DECLINED IN 2019 - EIA
In 2019, U.S. coal exports declined to 93 million short tons (MMst), a 20% decrease from the previous year, according to the U.S. Energy Informatio ...
Thursday, 19 March 20
SOUTH KOREA'S KOSPO INVITED BIDS FOR MIN 3,700 OR MIN 4,200 NCV LOW CALORIFIC VALUE COAL
COALspot.com: Korea Southern Power Co., Ltd. (KOSPO), has issued an international tender for total 160,000 MT (±10%) (80,000 x 2 Panamax) of ...
Wednesday, 18 March 20
DRY BULK: INDONESIAN COAL CARGOES PROVIDING A BIG BOOST IN THE EAST WHERE SENTIMENT FOR HANDIES ALSO STARTED IMPROVING - INTERMODAL
The BDI ended last week with small gains on the back of an encouraging number of cargoes out of key trading regions that helped sustain the reserve ...
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Showing 1061 to 1065 news of total 6871 |
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- Kumho Petrochemical, South Korea
- Toyota Tsusho Corporation, Japan
- Aditya Birla Group - India
- Georgia Ports Authority, United States
- Petron Corporation, Philippines
- Coal and Oil Company - UAE
- Wilmar Investment Holdings
- LBH Netherlands Bv - Netherlands
- Coastal Gujarat Power Limited - India
- Semirara Mining Corp, Philippines
- Sical Logistics Limited - India
- ICICI Bank Limited - India
- Rashtriya Ispat Nigam Limited - India
- Global Green Power PLC Corporation, Philippines
- Uttam Galva Steels Limited - India
- Indo Tambangraya Megah - Indonesia
- Chettinad Cement Corporation Ltd - India
- Independent Power Producers Association of India
- Orica Australia Pty. Ltd.
- Meralco Power Generation, Philippines
- Orica Mining Services - Indonesia
- Global Business Power Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- Medco Energi Mining Internasional
- Power Finance Corporation Ltd., India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Pipit Mutiara Jaya. PT, Indonesia
- Commonwealth Bank - Australia
- London Commodity Brokers - England
- Banpu Public Company Limited - Thailand
- PNOC Exploration Corporation - Philippines
- Tata Chemicals Ltd - India
- Interocean Group of Companies - India
- Energy Development Corp, Philippines
- Indonesian Coal Mining Association
- Salva Resources Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Petrochimia International Co. Ltd.- Taiwan
- Romanian Commodities Exchange
- McConnell Dowell - Australia
- Antam Resourcindo - Indonesia
- Ambuja Cements Ltd - India
- Heidelberg Cement - Germany
- Meenaskhi Energy Private Limited - India
- PTC India Limited - India
- Kalimantan Lumbung Energi - Indonesia
- International Coal Ventures Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- SN Aboitiz Power Inc, Philippines
- Siam City Cement PLC, Thailand
- The Treasury - Australian Government
- The University of Queensland
- Africa Commodities Group - South Africa
- Borneo Indobara - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Ceylon Electricity Board - Sri Lanka
- Riau Bara Harum - Indonesia
- Bhatia International Limited - India
- MS Steel International - UAE
- Australian Coal Association
- Marubeni Corporation - India
- Bayan Resources Tbk. - Indonesia
- Anglo American - United Kingdom
- Bukit Asam (Persero) Tbk - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- OPG Power Generation Pvt Ltd - India
- White Energy Company Limited
- Port Waratah Coal Services - Australia
- San Jose City I Power Corp, Philippines
- CNBM International Corporation - China
- Offshore Bulk Terminal Pte Ltd, Singapore
- Gujarat Electricity Regulatory Commission - India
- Indian Oil Corporation Limited
- IEA Clean Coal Centre - UK
- Vizag Seaport Private Limited - India
- Sindya Power Generating Company Private Ltd
- Planning Commission, India
- GMR Energy Limited - India
- Iligan Light & Power Inc, Philippines
- Sojitz Corporation - Japan
- Malabar Cements Ltd - India
- Merrill Lynch Commodities Europe
- Bahari Cakrawala Sebuku - Indonesia
- Agrawal Coal Company - India
- Timah Investasi Mineral - Indoneisa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Indian Energy Exchange, India
- Karaikal Port Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Mercuria Energy - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Sakthi Sugars Limited - India
- Kideco Jaya Agung - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kapuas Tunggal Persada - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Star Paper Mills Limited - India
- Minerals Council of Australia
- Essar Steel Hazira Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Electricity Generating Authority of Thailand
- Goldman Sachs - Singapore
- Semirara Mining and Power Corporation, Philippines
- Ind-Barath Power Infra Limited - India
- Posco Energy - South Korea
- Wood Mackenzie - Singapore
- Central Java Power - Indonesia
- Parliament of New Zealand
- Kepco SPC Power Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Videocon Industries ltd - India
- Krishnapatnam Port Company Ltd. - India
- Renaissance Capital - South Africa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Edison Trading Spa - Italy
- Standard Chartered Bank - UAE
- Indogreen Group - Indonesia
- Jindal Steel & Power Ltd - India
- Vedanta Resources Plc - India
- Makarim & Taira - Indonesia
- Deloitte Consulting - India
- Barasentosa Lestari - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Pendopo Energi Batubara - Indonesia
- Electricity Authority, New Zealand
- Sarangani Energy Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- New Zealand Coal & Carbon
- Central Electricity Authority - India
- Bulk Trading Sa - Switzerland
- Simpson Spence & Young - Indonesia
- Ministry of Mines - Canada
- Bharathi Cement Corporation - India
- Intertek Mineral Services - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indika Energy - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Dalmia Cement Bharat India
- Jaiprakash Power Ventures ltd
- Metalloyd Limited - United Kingdom
- The State Trading Corporation of India Ltd
- Australian Commodity Traders Exchange
- Therma Luzon, Inc, Philippines
- Chamber of Mines of South Africa
- Ministry of Transport, Egypt
- Kaltim Prima Coal - Indonesia
- Mjunction Services Limited - India
- Kartika Selabumi Mining - Indonesia
- Samtan Co., Ltd - South Korea
- Bhushan Steel Limited - India
- Energy Link Ltd, New Zealand
- Miang Besar Coal Terminal - Indonesia
- Madhucon Powers Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bukit Baiduri Energy - Indonesia
- Latin American Coal - Colombia
- Bhoruka Overseas - Indonesia
- South Luzon Thermal Energy Corporation
- Trasteel International SA, Italy
- Sinarmas Energy and Mining - Indonesia
- Straits Asia Resources Limited - Singapore
- TeaM Sual Corporation - Philippines
- European Bulk Services B.V. - Netherlands
- Gujarat Sidhee Cement - India
- Formosa Plastics Group - Taiwan
- Maheswari Brothers Coal Limited - India
- Bangladesh Power Developement Board
- Cement Manufacturers Association - India
- Ministry of Finance - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- India Bulls Power Limited - India
- Global Coal Blending Company Limited - Australia
- Xindia Steels Limited - India
- Eastern Energy - Thailand
- Lanco Infratech Ltd - India
- Globalindo Alam Lestari - Indonesia
- GAC Shipping (India) Pvt Ltd
- Aboitiz Power Corporation - Philippines
- Carbofer General Trading SA - India
- Thai Mozambique Logistica
- Sree Jayajothi Cements Limited - India
- SMG Consultants - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Coalindo Energy - Indonesia
- Baramulti Group, Indonesia
- Altura Mining Limited, Indonesia
- Holcim Trading Pte Ltd - Singapore
- PowerSource Philippines DevCo
- ASAPP Information Group - India
- Savvy Resources Ltd - HongKong
- Thiess Contractors Indonesia
- Eastern Coal Council - USA
- Oldendorff Carriers - Singapore
- Grasim Industreis Ltd - India
- Economic Council, Georgia
- Gujarat Mineral Development Corp Ltd - India
- Manunggal Multi Energi - Indonesia
- Siam City Cement - Thailand
- CIMB Investment Bank - Malaysia
- Tamil Nadu electricity Board
- Larsen & Toubro Limited - India
- Kobexindo Tractors - Indoneisa
- IHS Mccloskey Coal Group - USA
- Directorate Of Revenue Intelligence - India
- GVK Power & Infra Limited - India
- Singapore Mercantile Exchange
- Attock Cement Pakistan Limited
- Rio Tinto Coal - Australia
- GN Power Mariveles Coal Plant, Philippines
- Parry Sugars Refinery, India
- Binh Thuan Hamico - Vietnam
- Mercator Lines Limited - India
- AsiaOL BioFuels Corp., Philippines
- Mintek Dendrill Indonesia
- SMC Global Power, Philippines
- VISA Power Limited - India
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