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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, 30 January 20
PRIVATE SECTOR COMPANIES SEEK 'LEVEL PLAYING FIELD' FOR COAL BLOCK AUCTION - PTI
Private sector companies scouting opportunities for commercial coal mining in the country are seeking a “level playing field” to encour ...
Thursday, 30 January 20
CAPE: WITH CHINESE NEW YEAR TAKING PLACE, THE RATES ARE REACHING FURTHER DISAPPOINTING LEVELS - FEARNLEYS
Cape
With Chinese New Year taking place, the rates are reaching further disappointing levels. Present TC average is below USD 4,500, off 24% fr ...
Wednesday, 29 January 20
INDONESIA REMAINS AT THE TOP SPOT IN 2019 AS THE LARGEST SUPPLIER OF COAL TO INDIA WITH 91.3 MLN TONNES - BANCHERO COSTA
Despite repeated promises from India’s government to reduce the country’s coal imports and increase domestic self-reliance, volumes jus ...
Wednesday, 29 January 20
MARKET INSIGHT - INTERMODAL
Last week Libya’s oil production operations were disrupted as it was reported that local Libyan tribes interrupted output at the the El Feel ...
Tuesday, 28 January 20
INDONESIA - UNCERTAINTY OVER AVAILABILITY OF LSFO - THE STANDARD CLUB
The club has received reports that low sulphur fuel is not currently readily available in all Indonesian ports and that there are local shortages.
...
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- Latin American Coal - Colombia
- Star Paper Mills Limited - India
- Central Java Power - Indonesia
- Tamil Nadu electricity Board
- Global Green Power PLC Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Miang Besar Coal Terminal - Indonesia
- Posco Energy - South Korea
- Ambuja Cements Ltd - India
- International Coal Ventures Pvt Ltd - India
- Uttam Galva Steels Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Formosa Plastics Group - Taiwan
- Commonwealth Bank - Australia
- Metalloyd Limited - United Kingdom
- Minerals Council of Australia
- Bharathi Cement Corporation - India
- Electricity Generating Authority of Thailand
- The State Trading Corporation of India Ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Coastal Gujarat Power Limited - India
- Georgia Ports Authority, United States
- Therma Luzon, Inc, Philippines
- ICICI Bank Limited - India
- Deloitte Consulting - India
- Karbindo Abesyapradhi - Indoneisa
- Vedanta Resources Plc - India
- Sical Logistics Limited - India
- MS Steel International - UAE
- London Commodity Brokers - England
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Jaiprakash Power Ventures ltd
- Pendopo Energi Batubara - Indonesia
- Indo Tambangraya Megah - Indonesia
- SMC Global Power, Philippines
- Toyota Tsusho Corporation, Japan
- Africa Commodities Group - South Africa
- Ceylon Electricity Board - Sri Lanka
- European Bulk Services B.V. - Netherlands
- Indonesian Coal Mining Association
- Bukit Asam (Persero) Tbk - Indonesia
- Bhoruka Overseas - Indonesia
- Australian Coal Association
- The University of Queensland
- Kideco Jaya Agung - Indonesia
- Salva Resources Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Straits Asia Resources Limited - Singapore
- Asmin Koalindo Tuhup - Indonesia
- Anglo American - United Kingdom
- GN Power Mariveles Coal Plant, Philippines
- IHS Mccloskey Coal Group - USA
- The Treasury - Australian Government
- Grasim Industreis Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Petron Corporation, Philippines
- Ministry of Transport, Egypt
- Electricity Authority, New Zealand
- Madhucon Powers Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Australian Commodity Traders Exchange
- TeaM Sual Corporation - Philippines
- IEA Clean Coal Centre - UK
- Oldendorff Carriers - Singapore
- Kepco SPC Power Corporation, Philippines
- Dalmia Cement Bharat India
- SN Aboitiz Power Inc, Philippines
- VISA Power Limited - India
- Sinarmas Energy and Mining - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Interocean Group of Companies - India
- Kobexindo Tractors - Indoneisa
- Binh Thuan Hamico - Vietnam
- LBH Netherlands Bv - Netherlands
- Sarangani Energy Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Holcim Trading Pte Ltd - Singapore
- Intertek Mineral Services - Indonesia
- Globalindo Alam Lestari - Indonesia
- Wilmar Investment Holdings
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Central Electricity Authority - India
- Heidelberg Cement - Germany
- Bayan Resources Tbk. - Indonesia
- White Energy Company Limited
- Antam Resourcindo - Indonesia
- Chettinad Cement Corporation Ltd - India
- Attock Cement Pakistan Limited
- Baramulti Group, Indonesia
- Gujarat Electricity Regulatory Commission - India
- Independent Power Producers Association of India
- Bangladesh Power Developement Board
- Cement Manufacturers Association - India
- Parry Sugars Refinery, India
- CIMB Investment Bank - Malaysia
- PowerSource Philippines DevCo
- Maharashtra Electricity Regulatory Commission - India
- Borneo Indobara - Indonesia
- Mercator Lines Limited - India
- McConnell Dowell - Australia
- GMR Energy Limited - India
- Banpu Public Company Limited - Thailand
- Siam City Cement PLC, Thailand
- Marubeni Corporation - India
- Ind-Barath Power Infra Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Energy Development Corp, Philippines
- Mintek Dendrill Indonesia
- Lanco Infratech Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Agrawal Coal Company - India
- Bukit Makmur.PT - Indonesia
- Romanian Commodities Exchange
- PTC India Limited - India
- Economic Council, Georgia
- Global Coal Blending Company Limited - Australia
- Eastern Energy - Thailand
- Singapore Mercantile Exchange
- Orica Australia Pty. Ltd.
- Chamber of Mines of South Africa
- Renaissance Capital - South Africa
- Videocon Industries ltd - India
- Malabar Cements Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Iligan Light & Power Inc, Philippines
- Indian Energy Exchange, India
- Sakthi Sugars Limited - India
- Merrill Lynch Commodities Europe
- Barasentosa Lestari - Indonesia
- ASAPP Information Group - India
- Medco Energi Mining Internasional
- Savvy Resources Ltd - HongKong
- Rashtriya Ispat Nigam Limited - India
- Mercuria Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- Standard Chartered Bank - UAE
- Sindya Power Generating Company Private Ltd
- Kapuas Tunggal Persada - Indonesia
- Port Waratah Coal Services - Australia
- Meralco Power Generation, Philippines
- Semirara Mining Corp, Philippines
- Altura Mining Limited, Indonesia
- Semirara Mining and Power Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Simpson Spence & Young - Indonesia
- Samtan Co., Ltd - South Korea
- India Bulls Power Limited - India
- GVK Power & Infra Limited - India
- Thiess Contractors Indonesia
- Trasteel International SA, Italy
- Billiton Holdings Pty Ltd - Australia
- Bukit Baiduri Energy - Indonesia
- Indika Energy - Indonesia
- Indian Oil Corporation Limited
- Price Waterhouse Coopers - Russia
- Coalindo Energy - Indonesia
- Edison Trading Spa - Italy
- Thai Mozambique Logistica
- Ministry of Mines - Canada
- Planning Commission, India
- Bhatia International Limited - India
- Siam City Cement - Thailand
- Carbofer General Trading SA - India
- Directorate General of MIneral and Coal - Indonesia
- Rio Tinto Coal - Australia
- CNBM International Corporation - China
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Energy Link Ltd, New Zealand
- South Luzon Thermal Energy Corporation
- Xindia Steels Limited - India
- Maheswari Brothers Coal Limited - India
- Gujarat Sidhee Cement - India
- Bulk Trading Sa - Switzerland
- Wood Mackenzie - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- Jindal Steel & Power Ltd - India
- Aboitiz Power Corporation - Philippines
- Aditya Birla Group - India
- Tata Chemicals Ltd - India
- SMG Consultants - Indonesia
- PNOC Exploration Corporation - Philippines
- Directorate Of Revenue Intelligence - India
- Goldman Sachs - Singapore
- Kaltim Prima Coal - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- GAC Shipping (India) Pvt Ltd
- Kohat Cement Company Ltd. - Pakistan
- Leighton Contractors Pty Ltd - Australia
- San Jose City I Power Corp, Philippines
- Kumho Petrochemical, South Korea
- New Zealand Coal & Carbon
- Parliament of New Zealand
- Riau Bara Harum - Indonesia
- Ministry of Finance - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- OPG Power Generation Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Orica Mining Services - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Essar Steel Hazira Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Manunggal Multi Energi - Indonesia
- Indogreen Group - Indonesia
- Vizag Seaport Private Limited - India
- Bhushan Steel Limited - India
- Power Finance Corporation Ltd., India
- Makarim & Taira - Indonesia
- Kartika Selabumi Mining - Indonesia
- Meenaskhi Energy Private Limited - India
- Mjunction Services Limited - India
- Larsen & Toubro Limited - India
- Timah Investasi Mineral - Indoneisa
- Coal and Oil Company - UAE
- Sojitz Corporation - Japan
- Eastern Coal Council - USA
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