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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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Wednesday, 26 February 20
SHIPPING MARKET INSIGHT - INTERMODAL
Coming from one of its busiest periods historically, with a list of scrubber and BWMS retrofits on a waiting list, the ship repair sector is witnes ...
Wednesday, 26 February 20
AS ALL OF THE GLOBAL COAL GIANTS EXIT SOUTH AFRICA, ESKOM TO DEPEND ON TWO MINERS FOR 70% OF ITS SUPPLY - BUSINESS INSIDER
While some of its politicians continue to imagine that coal has a future in South Africa, two key developments from the real world show that securi ...
Tuesday, 25 February 20
DELTA DUNIA MAKMUR REGISTERED A NET PROFIT OF US$20 MILLION FOR FY 2019
PT Delta Dunia Makmur, one of the largest coal mining company in Indonesia, has recorded an US$882 million revenue for FY 2019, 1% lower compared t ...
Tuesday, 25 February 20
SHIPPING UPDATE - ALLIED
The positive feeling and optimism for a fresh rally during the first few months of 2020 that prevailed in the tanker markets during the final quart ...
Monday, 24 February 20
COULD SOME VLSFO FUELS BE BANNED? - GIBSON
The run up to the implementation of the new IMO rules on marine fuels from1st January 2020 had owners and charterers analysing the vari ...
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- Videocon Industries ltd - India
- Directorate Of Revenue Intelligence - India
- Global Business Power Corporation, Philippines
- Minerals Council of Australia
- Kalimantan Lumbung Energi - Indonesia
- Banpu Public Company Limited - Thailand
- Samtan Co., Ltd - South Korea
- Bhushan Steel Limited - India
- San Jose City I Power Corp, Philippines
- Ambuja Cements Ltd - India
- Pendopo Energi Batubara - Indonesia
- Gujarat Sidhee Cement - India
- Vijayanagar Sugar Pvt Ltd - India
- Heidelberg Cement - Germany
- South Luzon Thermal Energy Corporation
- Eastern Energy - Thailand
- Borneo Indobara - Indonesia
- Parliament of New Zealand
- Salva Resources Pvt Ltd - India
- Romanian Commodities Exchange
- Orica Australia Pty. Ltd.
- Indo Tambangraya Megah - Indonesia
- Goldman Sachs - Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Economic Council, Georgia
- GMR Energy Limited - India
- Maheswari Brothers Coal Limited - India
- Indika Energy - Indonesia
- Commonwealth Bank - Australia
- GAC Shipping (India) Pvt Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ind-Barath Power Infra Limited - India
- Planning Commission, India
- Africa Commodities Group - South Africa
- India Bulls Power Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Kideco Jaya Agung - Indonesia
- CIMB Investment Bank - Malaysia
- GN Power Mariveles Coal Plant, Philippines
- AsiaOL BioFuels Corp., Philippines
- Standard Chartered Bank - UAE
- Maharashtra Electricity Regulatory Commission - India
- Mercuria Energy - Indonesia
- IHS Mccloskey Coal Group - USA
- Price Waterhouse Coopers - Russia
- Manunggal Multi Energi - Indonesia
- White Energy Company Limited
- Chamber of Mines of South Africa
- Cigading International Bulk Terminal - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Merrill Lynch Commodities Europe
- Metalloyd Limited - United Kingdom
- Indian Oil Corporation Limited
- Mercator Lines Limited - India
- Attock Cement Pakistan Limited
- Kartika Selabumi Mining - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Thai Mozambique Logistica
- Makarim & Taira - Indonesia
- SN Aboitiz Power Inc, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- ICICI Bank Limited - India
- GVK Power & Infra Limited - India
- Latin American Coal - Colombia
- Madhucon Powers Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Essar Steel Hazira Ltd - India
- Meenaskhi Energy Private Limited - India
- Ministry of Transport, Egypt
- Eastern Coal Council - USA
- Riau Bara Harum - Indonesia
- Marubeni Corporation - India
- Australian Commodity Traders Exchange
- OPG Power Generation Pvt Ltd - India
- New Zealand Coal & Carbon
- Billiton Holdings Pty Ltd - Australia
- Coal and Oil Company - UAE
- Aditya Birla Group - India
- Uttam Galva Steels Limited - India
- PowerSource Philippines DevCo
- Parry Sugars Refinery, India
- Lanco Infratech Ltd - India
- CNBM International Corporation - China
- Orica Mining Services - Indonesia
- Cement Manufacturers Association - India
- Krishnapatnam Port Company Ltd. - India
- Semirara Mining Corp, Philippines
- PTC India Limited - India
- Siam City Cement PLC, Thailand
- McConnell Dowell - Australia
- Thiess Contractors Indonesia
- Edison Trading Spa - Italy
- Bulk Trading Sa - Switzerland
- Sinarmas Energy and Mining - Indonesia
- Savvy Resources Ltd - HongKong
- Singapore Mercantile Exchange
- Xindia Steels Limited - India
- Alfred C Toepfer International GmbH - Germany
- International Coal Ventures Pvt Ltd - India
- Globalindo Alam Lestari - Indonesia
- ASAPP Information Group - India
- Jaiprakash Power Ventures ltd
- Simpson Spence & Young - Indonesia
- Posco Energy - South Korea
- Bukit Baiduri Energy - Indonesia
- Deloitte Consulting - India
- LBH Netherlands Bv - Netherlands
- Oldendorff Carriers - Singapore
- Indogreen Group - Indonesia
- Altura Mining Limited, Indonesia
- Independent Power Producers Association of India
- Toyota Tsusho Corporation, Japan
- Anglo American - United Kingdom
- Rashtriya Ispat Nigam Limited - India
- London Commodity Brokers - England
- Timah Investasi Mineral - Indoneisa
- Bhatia International Limited - India
- Interocean Group of Companies - India
- Bhoruka Overseas - Indonesia
- Jindal Steel & Power Ltd - India
- Larsen & Toubro Limited - India
- Ministry of Mines - Canada
- Port Waratah Coal Services - Australia
- Siam City Cement - Thailand
- The University of Queensland
- Australian Coal Association
- Intertek Mineral Services - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Central Java Power - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Indian Energy Exchange, India
- Bangladesh Power Developement Board
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- VISA Power Limited - India
- Kaltim Prima Coal - Indonesia
- Coalindo Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- Power Finance Corporation Ltd., India
- Coastal Gujarat Power Limited - India
- Ministry of Finance - Indonesia
- Grasim Industreis Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sarangani Energy Corporation, Philippines
- Central Electricity Authority - India
- Georgia Ports Authority, United States
- Bharathi Cement Corporation - India
- Therma Luzon, Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- Tamil Nadu electricity Board
- Bank of Tokyo Mitsubishi UFJ Ltd
- MS Steel International - UAE
- Wilmar Investment Holdings
- European Bulk Services B.V. - Netherlands
- Energy Development Corp, Philippines
- Agrawal Coal Company - India
- Mjunction Services Limited - India
- Star Paper Mills Limited - India
- Petron Corporation, Philippines
- Kumho Petrochemical, South Korea
- IEA Clean Coal Centre - UK
- Global Green Power PLC Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Sojitz Corporation - Japan
- Carbofer General Trading SA - India
- Baramulti Group, Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Rio Tinto Coal - Australia
- Antam Resourcindo - Indonesia
- Energy Link Ltd, New Zealand
- Kobexindo Tractors - Indoneisa
- Mintek Dendrill Indonesia
- Barasentosa Lestari - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Sree Jayajothi Cements Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Tata Chemicals Ltd - India
- Bayan Resources Tbk. - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Bukit Makmur.PT - Indonesia
- PNOC Exploration Corporation - Philippines
- The Treasury - Australian Government
- Sical Logistics Limited - India
- Vedanta Resources Plc - India
- Karbindo Abesyapradhi - Indoneisa
- SMG Consultants - Indonesia
- SMC Global Power, Philippines
- Aboitiz Power Corporation - Philippines
- Indonesian Coal Mining Association
- Formosa Plastics Group - Taiwan
- The State Trading Corporation of India Ltd
- Wood Mackenzie - Singapore
- Global Coal Blending Company Limited - Australia
- Trasteel International SA, Italy
- Ceylon Electricity Board - Sri Lanka
- Malabar Cements Ltd - India
- Renaissance Capital - South Africa
- Sakthi Sugars Limited - India
- Meralco Power Generation, Philippines
- Dalmia Cement Bharat India
- Karaikal Port Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Semirara Mining and Power Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Chettinad Cement Corporation Ltd - India
- TeaM Sual Corporation - Philippines
- Asmin Koalindo Tuhup - Indonesia
- Vizag Seaport Private Limited - India
- Binh Thuan Hamico - Vietnam
- Electricity Authority, New Zealand
- Straits Asia Resources Limited - Singapore
- Kepco SPC Power Corporation, Philippines
- Electricity Generating Authority of Thailand
- Medco Energi Mining Internasional
- Sindya Power Generating Company Private Ltd
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