We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Friday, 21 February 20
INDIA: POTENTIAL INVESTORS SEEK MORE CLARITY ON COMMERCIAL COAL MINING NORMS - FINANCIAL EXPRESS
Potential private investors have sought more clarity on the pricing mechanism proposed for the much-anticipated auction for commercial coal mining. ...
Thursday, 20 February 20
CHINA RESUMES OVER 70 PCT COAL PRODUCTION CAPACITY AMID EPIDEMIC - XINHUA
China has resumed 70.2 percent of its coal production capacity with output recovering steadily amid the fight against the novel coronavirus epidemi ...
Thursday, 20 February 20
CHINA THERMAL COAL MARKET FACES 2-3 MONTH CORONAVIRUS SHORT SQUEEZE: NOBLE - REUTERS
China’s domestic thermal coal market faces a 2-3 month short squeeze as a rapidly spreading coronavirus outbreak curtails production more tha ...
Wednesday, 19 February 20
KOREA MIDLAND POWER INVITED BIDS FOR 1 MILLION TONS OF HCV AND LCV COAL FOR Q2- Q4 LOADING
COALspot.com: Korea Midland Power Co. Ltd, (KOMIPO). has issued an international tender for total 1 million MT of coal for April to December 2020 l ...
Wednesday, 19 February 20
GLENCORE WRITES OFF ALMOST $1 BILLION AT COLOMBIAN COAL MINES DUE TO FALLING EUROPEAN IMPORTS: BLOOMBERG
The economic case against European coal is proving too much for even Glencore Plc.
The world’s biggest coal shipper cut the va ...
|
|
|
Showing 1116 to 1120 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Barasentosa Lestari - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- New Zealand Coal & Carbon
- South Luzon Thermal Energy Corporation
- Banpu Public Company Limited - Thailand
- Australian Coal Association
- SMC Global Power, Philippines
- Bharathi Cement Corporation - India
- Holcim Trading Pte Ltd - Singapore
- Sical Logistics Limited - India
- Bangladesh Power Developement Board
- Alfred C Toepfer International GmbH - Germany
- Jorong Barutama Greston.PT - Indonesia
- Siam City Cement PLC, Thailand
- MS Steel International - UAE
- Karaikal Port Pvt Ltd - India
- Oldendorff Carriers - Singapore
- Star Paper Mills Limited - India
- Agrawal Coal Company - India
- Gujarat Mineral Development Corp Ltd - India
- Indonesian Coal Mining Association
- Bank of Tokyo Mitsubishi UFJ Ltd
- Mjunction Services Limited - India
- Kumho Petrochemical, South Korea
- Trasteel International SA, Italy
- Electricity Generating Authority of Thailand
- Carbofer General Trading SA - India
- Sarangani Energy Corporation, Philippines
- Petron Corporation, Philippines
- Simpson Spence & Young - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Meralco Power Generation, Philippines
- Iligan Light & Power Inc, Philippines
- Port Waratah Coal Services - Australia
- Interocean Group of Companies - India
- Pendopo Energi Batubara - Indonesia
- Australian Commodity Traders Exchange
- Essar Steel Hazira Ltd - India
- Semirara Mining and Power Corporation, Philippines
- PTC India Limited - India
- Mintek Dendrill Indonesia
- Indika Energy - Indonesia
- Africa Commodities Group - South Africa
- Indian Oil Corporation Limited
- Gujarat Electricity Regulatory Commission - India
- Altura Mining Limited, Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Ceylon Electricity Board - Sri Lanka
- Metalloyd Limited - United Kingdom
- IEA Clean Coal Centre - UK
- Planning Commission, India
- The State Trading Corporation of India Ltd
- Therma Luzon, Inc, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Sojitz Corporation - Japan
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Aboitiz Power Corporation - Philippines
- Manunggal Multi Energi - Indonesia
- Romanian Commodities Exchange
- Kideco Jaya Agung - Indonesia
- Indogreen Group - Indonesia
- Kobexindo Tractors - Indoneisa
- Malabar Cements Ltd - India
- Rio Tinto Coal - Australia
- GVK Power & Infra Limited - India
- Central Electricity Authority - India
- Sakthi Sugars Limited - India
- Timah Investasi Mineral - Indoneisa
- Leighton Contractors Pty Ltd - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Baramulti Group, Indonesia
- Ind-Barath Power Infra Limited - India
- Energy Development Corp, Philippines
- AsiaOL BioFuels Corp., Philippines
- Kalimantan Lumbung Energi - Indonesia
- ASAPP Information Group - India
- IHS Mccloskey Coal Group - USA
- Indo Tambangraya Megah - Indonesia
- Marubeni Corporation - India
- The Treasury - Australian Government
- Global Coal Blending Company Limited - Australia
- Deloitte Consulting - India
- Ministry of Mines - Canada
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kartika Selabumi Mining - Indonesia
- Binh Thuan Hamico - Vietnam
- PowerSource Philippines DevCo
- Anglo American - United Kingdom
- Rashtriya Ispat Nigam Limited - India
- Economic Council, Georgia
- Riau Bara Harum - Indonesia
- Savvy Resources Ltd - HongKong
- SN Aboitiz Power Inc, Philippines
- Borneo Indobara - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Chettinad Cement Corporation Ltd - India
- VISA Power Limited - India
- Bukit Baiduri Energy - Indonesia
- Videocon Industries ltd - India
- Independent Power Producers Association of India
- Neyveli Lignite Corporation Ltd, - India
- Indian Energy Exchange, India
- Mercator Lines Limited - India
- Krishnapatnam Port Company Ltd. - India
- Coalindo Energy - Indonesia
- Global Business Power Corporation, Philippines
- SMG Consultants - Indonesia
- Globalindo Alam Lestari - Indonesia
- Wilmar Investment Holdings
- CNBM International Corporation - China
- LBH Netherlands Bv - Netherlands
- Standard Chartered Bank - UAE
- India Bulls Power Limited - India
- GAC Shipping (India) Pvt Ltd
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Commonwealth Bank - Australia
- Thai Mozambique Logistica
- Sinarmas Energy and Mining - Indonesia
- Grasim Industreis Ltd - India
- Samtan Co., Ltd - South Korea
- Jindal Steel & Power Ltd - India
- Coastal Gujarat Power Limited - India
- PNOC Exploration Corporation - Philippines
- Salva Resources Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Central Java Power - Indonesia
- OPG Power Generation Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- Gujarat Sidhee Cement - India
- Dalmia Cement Bharat India
- Goldman Sachs - Singapore
- Vedanta Resources Plc - India
- GMR Energy Limited - India
- Intertek Mineral Services - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Singapore Mercantile Exchange
- Directorate Of Revenue Intelligence - India
- Antam Resourcindo - Indonesia
- Electricity Authority, New Zealand
- Mercuria Energy - Indonesia
- Meenaskhi Energy Private Limited - India
- Cement Manufacturers Association - India
- Cigading International Bulk Terminal - Indonesia
- Kepco SPC Power Corporation, Philippines
- Coal and Oil Company - UAE
- Parry Sugars Refinery, India
- PetroVietnam Power Coal Import and Supply Company
- Power Finance Corporation Ltd., India
- Siam City Cement - Thailand
- Makarim & Taira - Indonesia
- Ministry of Transport, Egypt
- Sree Jayajothi Cements Limited - India
- Georgia Ports Authority, United States
- Miang Besar Coal Terminal - Indonesia
- TeaM Sual Corporation - Philippines
- Straits Asia Resources Limited - Singapore
- Maheswari Brothers Coal Limited - India
- Attock Cement Pakistan Limited
- Bahari Cakrawala Sebuku - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Ministry of Finance - Indonesia
- Bhushan Steel Limited - India
- Merrill Lynch Commodities Europe
- The University of Queensland
- Petrochimia International Co. Ltd.- Taiwan
- Edison Trading Spa - Italy
- Eastern Coal Council - USA
- Chamber of Mines of South Africa
- Xindia Steels Limited - India
- Orica Mining Services - Indonesia
- Sindya Power Generating Company Private Ltd
- European Bulk Services B.V. - Netherlands
- Bhatia International Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Larsen & Toubro Limited - India
- ICICI Bank Limited - India
- Ambuja Cements Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Lanco Infratech Ltd - India
- Orica Australia Pty. Ltd.
- Bhoruka Overseas - Indonesia
- Wood Mackenzie - Singapore
- Minerals Council of Australia
- Vizag Seaport Private Limited - India
- Tata Chemicals Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Tamil Nadu electricity Board
- Toyota Tsusho Corporation, Japan
- Uttam Galva Steels Limited - India
- Jaiprakash Power Ventures ltd
- San Jose City I Power Corp, Philippines
- Bulk Trading Sa - Switzerland
- Bukit Makmur.PT - Indonesia
- Energy Link Ltd, New Zealand
- McConnell Dowell - Australia
- Parliament of New Zealand
- Latin American Coal - Colombia
- Global Green Power PLC Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Karbindo Abesyapradhi - Indoneisa
- CIMB Investment Bank - Malaysia
- Medco Energi Mining Internasional
- White Energy Company Limited
- Renaissance Capital - South Africa
- Aditya Birla Group - India
- Heidelberg Cement - Germany
- Posco Energy - South Korea
- Bayan Resources Tbk. - Indonesia
- Kaltim Prima Coal - Indonesia
- London Commodity Brokers - England
- International Coal Ventures Pvt Ltd - India
- Madhucon Powers Ltd - India
- Thiess Contractors Indonesia
- Eastern Energy - Thailand
|
| |
| |
|
