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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, 06 February 20
CHINESE DEMAND KEY UNCERTAINTY FOR SEABORNE COAL MARKET IN 2020 - THE BRICS POST
Coal trader Noble Resources head of research Rodrigo Echeverri Cardozo had penciled in a 3 Mt drop in Chinese import demand for 2020, but it could ...
Wednesday, 05 February 20
CORONAVIRUS AND THE SHIPPING INDUSTRY - WATSON, FARLEY & WILLIAMS
The continued spread of Coronavirus and governmental measures to minimise the impact is likely to affect the shipping industry and supply chain.
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Wednesday, 05 February 20
INDONESIA'S COAL PRICE REFERENCE UP 1.46% IN FEBRUARY
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised up the benchmark price of Indonesian thermal co ...
Wednesday, 05 February 20
MARKET INSIGHT - INTERMODAL
The oil and gas industry benefitted from a strong and solid ground in the previous year. We witnessed a slow but steady increase in bunker’s ...
Wednesday, 05 February 20
RUSSIA EXPORTED 28.6 MLN TONNES OF LNG IN 2019 - REFINITIV
A lot of attention has been paid recently on the surge in LNG exports from the United States. However, another country which is seeing truly expone ...
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- Baramulti Group, Indonesia
- New Zealand Coal & Carbon
- Vijayanagar Sugar Pvt Ltd - India
- Trasteel International SA, Italy
- Indian Oil Corporation Limited
- Orica Australia Pty. Ltd.
- TNB Fuel Sdn Bhd - Malaysia
- Aditya Birla Group - India
- GAC Shipping (India) Pvt Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Binh Thuan Hamico - Vietnam
- Bank of Tokyo Mitsubishi UFJ Ltd
- Petron Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Borneo Indobara - Indonesia
- SMG Consultants - Indonesia
- CIMB Investment Bank - Malaysia
- Bhushan Steel Limited - India
- Kobexindo Tractors - Indoneisa
- Tata Chemicals Ltd - India
- Mercuria Energy - Indonesia
- Savvy Resources Ltd - HongKong
- Maheswari Brothers Coal Limited - India
- Electricity Generating Authority of Thailand
- South Luzon Thermal Energy Corporation
- Gujarat Sidhee Cement - India
- Orica Mining Services - Indonesia
- VISA Power Limited - India
- Wilmar Investment Holdings
- Indogreen Group - Indonesia
- Global Business Power Corporation, Philippines
- Electricity Authority, New Zealand
- Videocon Industries ltd - India
- Edison Trading Spa - Italy
- Bharathi Cement Corporation - India
- Manunggal Multi Energi - Indonesia
- Bhatia International Limited - India
- Coalindo Energy - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Semirara Mining Corp, Philippines
- Coal and Oil Company - UAE
- Karaikal Port Pvt Ltd - India
- Minerals Council of Australia
- IHS Mccloskey Coal Group - USA
- Metalloyd Limited - United Kingdom
- Kideco Jaya Agung - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- PowerSource Philippines DevCo
- Renaissance Capital - South Africa
- GMR Energy Limited - India
- Malabar Cements Ltd - India
- Directorate Of Revenue Intelligence - India
- Vizag Seaport Private Limited - India
- Power Finance Corporation Ltd., India
- Bukit Asam (Persero) Tbk - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bangladesh Power Developement Board
- Energy Link Ltd, New Zealand
- Banpu Public Company Limited - Thailand
- Madhucon Powers Ltd - India
- Goldman Sachs - Singapore
- Eastern Coal Council - USA
- OPG Power Generation Pvt Ltd - India
- Georgia Ports Authority, United States
- Africa Commodities Group - South Africa
- Thiess Contractors Indonesia
- Kumho Petrochemical, South Korea
- GN Power Mariveles Coal Plant, Philippines
- Holcim Trading Pte Ltd - Singapore
- Bayan Resources Tbk. - Indonesia
- Mintek Dendrill Indonesia
- Simpson Spence & Young - Indonesia
- GVK Power & Infra Limited - India
- Latin American Coal - Colombia
- Agrawal Coal Company - India
- Energy Development Corp, Philippines
- Bhoruka Overseas - Indonesia
- Ministry of Mines - Canada
- Thai Mozambique Logistica
- Offshore Bulk Terminal Pte Ltd, Singapore
- Parry Sugars Refinery, India
- Indonesian Coal Mining Association
- Salva Resources Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Romanian Commodities Exchange
- Kapuas Tunggal Persada - Indonesia
- Coastal Gujarat Power Limited - India
- Timah Investasi Mineral - Indoneisa
- Attock Cement Pakistan Limited
- Sojitz Corporation - Japan
- Larsen & Toubro Limited - India
- Sakthi Sugars Limited - India
- The University of Queensland
- Barasentosa Lestari - Indonesia
- Intertek Mineral Services - Indonesia
- Essar Steel Hazira Ltd - India
- International Coal Ventures Pvt Ltd - India
- Planning Commission, India
- Indika Energy - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Australian Coal Association
- Independent Power Producers Association of India
- Central Electricity Authority - India
- Singapore Mercantile Exchange
- Ind-Barath Power Infra Limited - India
- Billiton Holdings Pty Ltd - Australia
- Jindal Steel & Power Ltd - India
- Merrill Lynch Commodities Europe
- Krishnapatnam Port Company Ltd. - India
- Meenaskhi Energy Private Limited - India
- Globalindo Alam Lestari - Indonesia
- Kartika Selabumi Mining - Indonesia
- Siam City Cement PLC, Thailand
- Kepco SPC Power Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- Meralco Power Generation, Philippines
- Pendopo Energi Batubara - Indonesia
- Commonwealth Bank - Australia
- Straits Asia Resources Limited - Singapore
- Semirara Mining and Power Corporation, Philippines
- Grasim Industreis Ltd - India
- Star Paper Mills Limited - India
- Rashtriya Ispat Nigam Limited - India
- LBH Netherlands Bv - Netherlands
- ASAPP Information Group - India
- TeaM Sual Corporation - Philippines
- Siam City Cement - Thailand
- Heidelberg Cement - Germany
- Indian Energy Exchange, India
- Toyota Tsusho Corporation, Japan
- Port Waratah Coal Services - Australia
- Sree Jayajothi Cements Limited - India
- Cement Manufacturers Association - India
- Interocean Group of Companies - India
- Medco Energi Mining Internasional
- Bukit Makmur.PT - Indonesia
- The Treasury - Australian Government
- Central Java Power - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Ministry of Transport, Egypt
- Asmin Koalindo Tuhup - Indonesia
- London Commodity Brokers - England
- Samtan Co., Ltd - South Korea
- Sindya Power Generating Company Private Ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Gujarat Electricity Regulatory Commission - India
- Riau Bara Harum - Indonesia
- Marubeni Corporation - India
- Kalimantan Lumbung Energi - Indonesia
- Rio Tinto Coal - Australia
- Leighton Contractors Pty Ltd - Australia
- PNOC Exploration Corporation - Philippines
- Ministry of Finance - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Ambuja Cements Ltd - India
- SMC Global Power, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ceylon Electricity Board - Sri Lanka
- Global Green Power PLC Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Chettinad Cement Corporation Ltd - India
- Uttam Galva Steels Limited - India
- Standard Chartered Bank - UAE
- Jaiprakash Power Ventures ltd
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- ICICI Bank Limited - India
- Anglo American - United Kingdom
- India Bulls Power Limited - India
- Wood Mackenzie - Singapore
- Antam Resourcindo - Indonesia
- Oldendorff Carriers - Singapore
- Xindia Steels Limited - India
- European Bulk Services B.V. - Netherlands
- Therma Luzon, Inc, Philippines
- MS Steel International - UAE
- Maharashtra Electricity Regulatory Commission - India
- Lanco Infratech Ltd - India
- Economic Council, Georgia
- IEA Clean Coal Centre - UK
- Pipit Mutiara Jaya. PT, Indonesia
- Parliament of New Zealand
- Karbindo Abesyapradhi - Indoneisa
- Sical Logistics Limited - India
- AsiaOL BioFuels Corp., Philippines
- Carbofer General Trading SA - India
- Dalmia Cement Bharat India
- Aboitiz Power Corporation - Philippines
- CNBM International Corporation - China
- Altura Mining Limited, Indonesia
- Vedanta Resources Plc - India
- White Energy Company Limited
- Kaltim Prima Coal - Indonesia
- Bulk Trading Sa - Switzerland
- Deloitte Consulting - India
- Kohat Cement Company Ltd. - Pakistan
- Iligan Light & Power Inc, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Formosa Plastics Group - Taiwan
- San Jose City I Power Corp, Philippines
- Makarim & Taira - Indonesia
- Sarangani Energy Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- Tamil Nadu electricity Board
- Posco Energy - South Korea
- PTC India Limited - India
- Price Waterhouse Coopers - Russia
- Chamber of Mines of South Africa
- Australian Commodity Traders Exchange
- McConnell Dowell - Australia
- Gujarat Mineral Development Corp Ltd - India
- SN Aboitiz Power Inc, Philippines
- Sinarmas Energy and Mining - Indonesia
- Mjunction Services Limited - India
- Mercator Lines Limited - India
- Global Coal Blending Company Limited - Australia
- Eastern Energy - Thailand
- The State Trading Corporation of India Ltd
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