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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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Tuesday, 10 March 20
CHINA'S COAL-RICH PROVINCE ENSURES ENERGY SUPPLY AMID EPIDEMIC - XINHUA
China’s coal-rich province of Shanxi has seen more than 500 coal mines resume production in February, which ensured energy supply amid the ou ...
Monday, 09 March 20
OPEC+ 'NO DEAL' A BLOW TO THE MARKET - WOOD MACKENZIE
Speaking after today’s OPEC+ meeting broke up, Ann-Louise Hittle, vice president, Macro Oils, at Wood Mackenzie, said: “Today’s o ...
Monday, 09 March 20
KOREA EAST-WEST POWER INVITED BIDS FOR 150,000 MT OF MIN 4,400 - MAX 5,499 NAR COAL
COALspot.com: KOREA EAST-WEST POWER CO. LTD. of South Korea has issued an international tender for total 150,000 MT of LCV coal for May – Jun ...
Sunday, 08 March 20
SUPRAMAX: A 55,000DWT VESSEL FIXING DELIVERY FROM EAST KALIMANTAN FOR A TRIP TO VIETNAM AT $9,100 - BALTIC BRIEFING
SUPRAMAX/ULTRAMAX - A 56,000DWT VESSEL FIXED DELIVERY SOUTH CHINA TRIP VIA INDONESIA, REDELIVERY EAST COAST INDIA, IN THE $6,000S
SUPRAMAX/U ...
Friday, 06 March 20
CHINA RESUMES 83.4 PCT COAL PRODUCTION CAPACITY AMID EPIDEMIC - XINHUA
China has resumed 83.4 percent of its coal production capacity amid the fight against the novel coronavirus outbreak, the National Energy Administr ...
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- Malabar Cements Ltd - India
- Sakthi Sugars Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Gujarat Mineral Development Corp Ltd - India
- Cement Manufacturers Association - India
- Parry Sugars Refinery, India
- Global Green Power PLC Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Binh Thuan Hamico - Vietnam
- Wilmar Investment Holdings
- GAC Shipping (India) Pvt Ltd
- Makarim & Taira - Indonesia
- Orica Australia Pty. Ltd.
- Bulk Trading Sa - Switzerland
- Cigading International Bulk Terminal - Indonesia
- Jindal Steel & Power Ltd - India
- India Bulls Power Limited - India
- Savvy Resources Ltd - HongKong
- Simpson Spence & Young - Indonesia
- Coal and Oil Company - UAE
- Pipit Mutiara Jaya. PT, Indonesia
- Maheswari Brothers Coal Limited - India
- Kepco SPC Power Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Singapore Mercantile Exchange
- San Jose City I Power Corp, Philippines
- Eastern Coal Council - USA
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indonesian Coal Mining Association
- Ind-Barath Power Infra Limited - India
- SMG Consultants - Indonesia
- Larsen & Toubro Limited - India
- ASAPP Information Group - India
- Tata Chemicals Ltd - India
- CNBM International Corporation - China
- Kohat Cement Company Ltd. - Pakistan
- Karbindo Abesyapradhi - Indoneisa
- Mjunction Services Limited - India
- Edison Trading Spa - Italy
- Banpu Public Company Limited - Thailand
- Kaltim Prima Coal - Indonesia
- Barasentosa Lestari - Indonesia
- White Energy Company Limited
- OPG Power Generation Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Sarangani Energy Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- Kartika Selabumi Mining - Indonesia
- Mercuria Energy - Indonesia
- Ambuja Cements Ltd - India
- Independent Power Producers Association of India
- Agrawal Coal Company - India
- Anglo American - United Kingdom
- SN Aboitiz Power Inc, Philippines
- Riau Bara Harum - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Global Business Power Corporation, Philippines
- Intertek Mineral Services - Indonesia
- VISA Power Limited - India
- Indian Energy Exchange, India
- Thai Mozambique Logistica
- Coastal Gujarat Power Limited - India
- MS Steel International - UAE
- Formosa Plastics Group - Taiwan
- PetroVietnam Power Coal Import and Supply Company
- Indika Energy - Indonesia
- Salva Resources Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- The State Trading Corporation of India Ltd
- Latin American Coal - Colombia
- Lanco Infratech Ltd - India
- Energy Link Ltd, New Zealand
- Manunggal Multi Energi - Indonesia
- Borneo Indobara - Indonesia
- Siam City Cement - Thailand
- Miang Besar Coal Terminal - Indonesia
- Vizag Seaport Private Limited - India
- Sindya Power Generating Company Private Ltd
- GMR Energy Limited - India
- Dalmia Cement Bharat India
- Meenaskhi Energy Private Limited - India
- Altura Mining Limited, Indonesia
- Ministry of Mines - Canada
- Thiess Contractors Indonesia
- Samtan Co., Ltd - South Korea
- Global Coal Blending Company Limited - Australia
- Australian Coal Association
- Petrochimia International Co. Ltd.- Taiwan
- Bayan Resources Tbk. - Indonesia
- Directorate Of Revenue Intelligence - India
- Rio Tinto Coal - Australia
- Energy Development Corp, Philippines
- Jaiprakash Power Ventures ltd
- Bhoruka Overseas - Indonesia
- SMC Global Power, Philippines
- Heidelberg Cement - Germany
- Australian Commodity Traders Exchange
- Ministry of Transport, Egypt
- Leighton Contractors Pty Ltd - Australia
- Sical Logistics Limited - India
- CIMB Investment Bank - Malaysia
- Bukit Asam (Persero) Tbk - Indonesia
- Chamber of Mines of South Africa
- Minerals Council of Australia
- Mintek Dendrill Indonesia
- Price Waterhouse Coopers - Russia
- Madhucon Powers Ltd - India
- Sojitz Corporation - Japan
- Iligan Light & Power Inc, Philippines
- Port Waratah Coal Services - Australia
- Billiton Holdings Pty Ltd - Australia
- Maharashtra Electricity Regulatory Commission - India
- European Bulk Services B.V. - Netherlands
- Interocean Group of Companies - India
- Goldman Sachs - Singapore
- Petron Corporation, Philippines
- Grasim Industreis Ltd - India
- Aboitiz Power Corporation - Philippines
- Karaikal Port Pvt Ltd - India
- Central Java Power - Indonesia
- Electricity Generating Authority of Thailand
- Economic Council, Georgia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kobexindo Tractors - Indoneisa
- Aditya Birla Group - India
- Parliament of New Zealand
- Commonwealth Bank - Australia
- Planning Commission, India
- Bangladesh Power Developement Board
- Therma Luzon, Inc, Philippines
- Merrill Lynch Commodities Europe
- Indo Tambangraya Megah - Indonesia
- Renaissance Capital - South Africa
- Gujarat Sidhee Cement - India
- Georgia Ports Authority, United States
- Uttam Galva Steels Limited - India
- Ceylon Electricity Board - Sri Lanka
- Oldendorff Carriers - Singapore
- ICICI Bank Limited - India
- Indogreen Group - Indonesia
- Coalindo Energy - Indonesia
- Chettinad Cement Corporation Ltd - India
- Electricity Authority, New Zealand
- Deloitte Consulting - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bukit Makmur.PT - Indonesia
- Marubeni Corporation - India
- Kideco Jaya Agung - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Videocon Industries ltd - India
- Tamil Nadu electricity Board
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kumho Petrochemical, South Korea
- TNB Fuel Sdn Bhd - Malaysia
- Vedanta Resources Plc - India
- Attock Cement Pakistan Limited
- International Coal Ventures Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Trasteel International SA, Italy
- London Commodity Brokers - England
- Carbofer General Trading SA - India
- Bhushan Steel Limited - India
- Bhatia International Limited - India
- Siam City Cement PLC, Thailand
- Metalloyd Limited - United Kingdom
- LBH Netherlands Bv - Netherlands
- Holcim Trading Pte Ltd - Singapore
- PTC India Limited - India
- Bharathi Cement Corporation - India
- Posco Energy - South Korea
- Kapuas Tunggal Persada - Indonesia
- Central Electricity Authority - India
- Mercator Lines Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Globalindo Alam Lestari - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Meralco Power Generation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Antam Resourcindo - Indonesia
- The University of Queensland
- Semirara Mining and Power Corporation, Philippines
- Standard Chartered Bank - UAE
- Orica Mining Services - Indonesia
- Baramulti Group, Indonesia
- Bukit Baiduri Energy - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Romanian Commodities Exchange
- Star Paper Mills Limited - India
- Krishnapatnam Port Company Ltd. - India
- Semirara Mining Corp, Philippines
- Eastern Energy - Thailand
- Indian Oil Corporation Limited
- Straits Asia Resources Limited - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Xindia Steels Limited - India
- GVK Power & Infra Limited - India
- IEA Clean Coal Centre - UK
- Alfred C Toepfer International GmbH - Germany
- Ministry of Finance - Indonesia
- Toyota Tsusho Corporation, Japan
- PowerSource Philippines DevCo
- Essar Steel Hazira Ltd - India
- The Treasury - Australian Government
- Wood Mackenzie - Singapore
- New Zealand Coal & Carbon
- PNOC Exploration Corporation - Philippines
- Medco Energi Mining Internasional
- Timah Investasi Mineral - Indoneisa
- Neyveli Lignite Corporation Ltd, - India
- GN Power Mariveles Coal Plant, Philippines
- Africa Commodities Group - South Africa
- South Luzon Thermal Energy Corporation
- McConnell Dowell - Australia
- Power Finance Corporation Ltd., India
- Rashtriya Ispat Nigam Limited - India
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