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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, 16 January 20
SUPRAMAX: INDO/CHINA ROUND VOYAGE FIXING AROUND LOW/MID USD 6,000 BSS APS INDO - FEARNLEYS
Capesize
Still very rough seas for the big ships, with the majority of the fleet trading Far East or fronthaul and consequently earning far les ...
Wednesday, 15 January 20
ASIA PACIFIC GAS AND LNG - 6 THEMES TO WATCH IN 2020 - WOOD MACKENZIE
NEWS RELEASE
Wood Mackenzie has identified six themes that will impact Asia Pacific’s gas and LNG markets in 2020
Asian LNG spot pr ...
Wednesday, 15 January 20
PREDICTIONS FOR 2020: 'SLOWBALISATION" IS THE NEW GLOBALISATION - PWC
Projecting what the future holds is an important exercise for businesses looking to plan ahead. Below we present a summary of some of the themes we ...
Wednesday, 15 January 20
SHIPPING MARKET INSIGHT - INERMODAL
Happy New Year and all the best for IMO 2020 !!
The early days of IMO 2020 coming into force have certainly had an impact on the indus ...
Tuesday, 14 January 20
SOLAS AMENDMENTS ENTERING INTO FORCE 1 JANUARY 2020 - STANDARD CLUB
While the latest amendments to MARPOL annex VI which entered into force on 1 January 2020 limiting the SOx emissions from ships has been the centre ...
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- Asia Pacific Energy Resources Ventures Inc, Philippines
- Directorate General of MIneral and Coal - Indonesia
- The University of Queensland
- Krishnapatnam Port Company Ltd. - India
- Siam City Cement - Thailand
- South Luzon Thermal Energy Corporation
- Sical Logistics Limited - India
- The State Trading Corporation of India Ltd
- Videocon Industries ltd - India
- Deloitte Consulting - India
- GVK Power & Infra Limited - India
- Bulk Trading Sa - Switzerland
- White Energy Company Limited
- Binh Thuan Hamico - Vietnam
- Pendopo Energi Batubara - Indonesia
- Timah Investasi Mineral - Indoneisa
- Semirara Mining and Power Corporation, Philippines
- ASAPP Information Group - India
- Karbindo Abesyapradhi - Indoneisa
- Coastal Gujarat Power Limited - India
- Mjunction Services Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Chamber of Mines of South Africa
- Latin American Coal - Colombia
- Kideco Jaya Agung - Indonesia
- Tata Chemicals Ltd - India
- Tamil Nadu electricity Board
- Bukit Makmur.PT - Indonesia
- TeaM Sual Corporation - Philippines
- Parry Sugars Refinery, India
- Simpson Spence & Young - Indonesia
- Lanco Infratech Ltd - India
- Meenaskhi Energy Private Limited - India
- CNBM International Corporation - China
- MS Steel International - UAE
- Kobexindo Tractors - Indoneisa
- Sree Jayajothi Cements Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Riau Bara Harum - Indonesia
- Australian Coal Association
- Mercuria Energy - Indonesia
- Oldendorff Carriers - Singapore
- Romanian Commodities Exchange
- Ambuja Cements Ltd - India
- Energy Development Corp, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Essar Steel Hazira Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Rio Tinto Coal - Australia
- Bhatia International Limited - India
- Planning Commission, India
- Larsen & Toubro Limited - India
- Electricity Generating Authority of Thailand
- Madhucon Powers Ltd - India
- Kumho Petrochemical, South Korea
- Xindia Steels Limited - India
- Thai Mozambique Logistica
- The Treasury - Australian Government
- Gujarat Sidhee Cement - India
- Salva Resources Pvt Ltd - India
- Marubeni Corporation - India
- Orica Australia Pty. Ltd.
- PowerSource Philippines DevCo
- Alfred C Toepfer International GmbH - Germany
- Meralco Power Generation, Philippines
- Karaikal Port Pvt Ltd - India
- Uttam Galva Steels Limited - India
- Indian Oil Corporation Limited
- Standard Chartered Bank - UAE
- Altura Mining Limited, Indonesia
- SN Aboitiz Power Inc, Philippines
- Metalloyd Limited - United Kingdom
- Star Paper Mills Limited - India
- Agrawal Coal Company - India
- Malabar Cements Ltd - India
- Energy Link Ltd, New Zealand
- Indika Energy - Indonesia
- OPG Power Generation Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Vizag Seaport Private Limited - India
- Therma Luzon, Inc, Philippines
- Aditya Birla Group - India
- Bhushan Steel Limited - India
- Maheswari Brothers Coal Limited - India
- Jindal Steel & Power Ltd - India
- Sojitz Corporation - Japan
- San Jose City I Power Corp, Philippines
- Borneo Indobara - Indonesia
- Mercator Lines Limited - India
- Mintek Dendrill Indonesia
- Holcim Trading Pte Ltd - Singapore
- Bangladesh Power Developement Board
- Eastern Coal Council - USA
- PetroVietnam Power Coal Import and Supply Company
- Billiton Holdings Pty Ltd - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Indian Energy Exchange, India
- New Zealand Coal & Carbon
- Rashtriya Ispat Nigam Limited - India
- Edison Trading Spa - Italy
- Wilmar Investment Holdings
- Sarangani Energy Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- Leighton Contractors Pty Ltd - Australia
- Sakthi Sugars Limited - India
- Africa Commodities Group - South Africa
- Interocean Group of Companies - India
- Cement Manufacturers Association - India
- Grasim Industreis Ltd - India
- CIMB Investment Bank - Malaysia
- Central Java Power - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Carbofer General Trading SA - India
- Pipit Mutiara Jaya. PT, Indonesia
- Renaissance Capital - South Africa
- Price Waterhouse Coopers - Russia
- Eastern Energy - Thailand
- Jaiprakash Power Ventures ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- Global Coal Blending Company Limited - Australia
- Bayan Resources Tbk. - Indonesia
- Coal and Oil Company - UAE
- Anglo American - United Kingdom
- Global Green Power PLC Corporation, Philippines
- SMG Consultants - Indonesia
- Minerals Council of Australia
- London Commodity Brokers - England
- Singapore Mercantile Exchange
- Ministry of Transport, Egypt
- Bhoruka Overseas - Indonesia
- Economic Council, Georgia
- Power Finance Corporation Ltd., India
- Dalmia Cement Bharat India
- LBH Netherlands Bv - Netherlands
- Jorong Barutama Greston.PT - Indonesia
- GMR Energy Limited - India
- Sinarmas Energy and Mining - Indonesia
- Merrill Lynch Commodities Europe
- Parliament of New Zealand
- Kartika Selabumi Mining - Indonesia
- Iligan Light & Power Inc, Philippines
- IHS Mccloskey Coal Group - USA
- Samtan Co., Ltd - South Korea
- Aboitiz Power Corporation - Philippines
- Siam City Cement PLC, Thailand
- Makarim & Taira - Indonesia
- PNOC Exploration Corporation - Philippines
- IEA Clean Coal Centre - UK
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Baramulti Group, Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Intertek Mineral Services - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Independent Power Producers Association of India
- Posco Energy - South Korea
- India Bulls Power Limited - India
- Heidelberg Cement - Germany
- Straits Asia Resources Limited - Singapore
- Chettinad Cement Corporation Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Semirara Mining Corp, Philippines
- Global Business Power Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- McConnell Dowell - Australia
- Georgia Ports Authority, United States
- Vedanta Resources Plc - India
- Directorate Of Revenue Intelligence - India
- Ministry of Mines - Canada
- Kalimantan Lumbung Energi - Indonesia
- Bharathi Cement Corporation - India
- Barasentosa Lestari - Indonesia
- Manunggal Multi Energi - Indonesia
- Central Electricity Authority - India
- Kaltim Prima Coal - Indonesia
- ICICI Bank Limited - India
- International Coal Ventures Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Sindya Power Generating Company Private Ltd
- Thiess Contractors Indonesia
- Banpu Public Company Limited - Thailand
- European Bulk Services B.V. - Netherlands
- Indo Tambangraya Megah - Indonesia
- Commonwealth Bank - Australia
- Savvy Resources Ltd - HongKong
- TNB Fuel Sdn Bhd - Malaysia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ministry of Finance - Indonesia
- PTC India Limited - India
- Petron Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kepco SPC Power Corporation, Philippines
- Coalindo Energy - Indonesia
- Electricity Authority, New Zealand
- SMC Global Power, Philippines
- VISA Power Limited - India
- Indonesian Coal Mining Association
- Gujarat Electricity Regulatory Commission - India
- Wood Mackenzie - Singapore
- Attock Cement Pakistan Limited
- GAC Shipping (India) Pvt Ltd
- Bukit Baiduri Energy - Indonesia
- Goldman Sachs - Singapore
- Trasteel International SA, Italy
- Port Waratah Coal Services - Australia
- Neyveli Lignite Corporation Ltd, - India
- Medco Energi Mining Internasional
- GN Power Mariveles Coal Plant, Philippines
- Orica Mining Services - Indonesia
- Antam Resourcindo - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Globalindo Alam Lestari - Indonesia
- Australian Commodity Traders Exchange
- Formosa Plastics Group - Taiwan
- Indogreen Group - Indonesia
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