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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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- OPG Power Generation Pvt Ltd - India
- Sical Logistics Limited - India
- Cement Manufacturers Association - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- GMR Energy Limited - India
- Indika Energy - Indonesia
- Sree Jayajothi Cements Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- GAC Shipping (India) Pvt Ltd
- Central Electricity Authority - India
- Sakthi Sugars Limited - India
- Merrill Lynch Commodities Europe
- Ambuja Cements Ltd - India
- Georgia Ports Authority, United States
- London Commodity Brokers - England
- Deloitte Consulting - India
- Oldendorff Carriers - Singapore
- Holcim Trading Pte Ltd - Singapore
- Economic Council, Georgia
- Intertek Mineral Services - Indonesia
- Aboitiz Power Corporation - Philippines
- South Luzon Thermal Energy Corporation
- Price Waterhouse Coopers - Russia
- Australian Commodity Traders Exchange
- Independent Power Producers Association of India
- Coal and Oil Company - UAE
- Interocean Group of Companies - India
- IHS Mccloskey Coal Group - USA
- Energy Link Ltd, New Zealand
- Bukit Makmur.PT - Indonesia
- Altura Mining Limited, Indonesia
- Sindya Power Generating Company Private Ltd
- Electricity Generating Authority of Thailand
- Bangladesh Power Developement Board
- Coalindo Energy - Indonesia
- Latin American Coal - Colombia
- Cigading International Bulk Terminal - Indonesia
- Medco Energi Mining Internasional
- Kalimantan Lumbung Energi - Indonesia
- New Zealand Coal & Carbon
- Trasteel International SA, Italy
- Simpson Spence & Young - Indonesia
- Romanian Commodities Exchange
- The University of Queensland
- Riau Bara Harum - Indonesia
- Baramulti Group, Indonesia
- Indogreen Group - Indonesia
- Rashtriya Ispat Nigam Limited - India
- The Treasury - Australian Government
- AsiaOL BioFuels Corp., Philippines
- Directorate General of MIneral and Coal - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Eastern Energy - Thailand
- Rio Tinto Coal - Australia
- PowerSource Philippines DevCo
- Formosa Plastics Group - Taiwan
- Bayan Resources Tbk. - Indonesia
- Timah Investasi Mineral - Indoneisa
- Therma Luzon, Inc, Philippines
- Antam Resourcindo - Indonesia
- Mintek Dendrill Indonesia
- Makarim & Taira - Indonesia
- Sojitz Corporation - Japan
- Videocon Industries ltd - India
- Grasim Industreis Ltd - India
- Barasentosa Lestari - Indonesia
- Goldman Sachs - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Thiess Contractors Indonesia
- Maheswari Brothers Coal Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Vizag Seaport Private Limited - India
- Iligan Light & Power Inc, Philippines
- SMC Global Power, Philippines
- Siam City Cement PLC, Thailand
- Agrawal Coal Company - India
- Alfred C Toepfer International GmbH - Germany
- Indonesian Coal Mining Association
- MS Steel International - UAE
- Jaiprakash Power Ventures ltd
- TNB Fuel Sdn Bhd - Malaysia
- GVK Power & Infra Limited - India
- Marubeni Corporation - India
- Carbofer General Trading SA - India
- Singapore Mercantile Exchange
- Port Waratah Coal Services - Australia
- Central Java Power - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- PTC India Limited - India
- Global Coal Blending Company Limited - Australia
- Malabar Cements Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Mercator Lines Limited - India
- Essar Steel Hazira Ltd - India
- TeaM Sual Corporation - Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Commonwealth Bank - Australia
- Metalloyd Limited - United Kingdom
- Chettinad Cement Corporation Ltd - India
- Electricity Authority, New Zealand
- Manunggal Multi Energi - Indonesia
- Salva Resources Pvt Ltd - India
- White Energy Company Limited
- Sinarmas Energy and Mining - Indonesia
- Jindal Steel & Power Ltd - India
- Toyota Tsusho Corporation, Japan
- Bhushan Steel Limited - India
- Mjunction Services Limited - India
- Mercuria Energy - Indonesia
- CIMB Investment Bank - Malaysia
- Wilmar Investment Holdings
- Kaltim Prima Coal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Planning Commission, India
- Neyveli Lignite Corporation Ltd, - India
- India Bulls Power Limited - India
- Ministry of Finance - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- McConnell Dowell - Australia
- Samtan Co., Ltd - South Korea
- Globalindo Alam Lestari - Indonesia
- Energy Development Corp, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Straits Asia Resources Limited - Singapore
- Chamber of Mines of South Africa
- ASAPP Information Group - India
- LBH Netherlands Bv - Netherlands
- Orica Mining Services - Indonesia
- Gujarat Sidhee Cement - India
- Binh Thuan Hamico - Vietnam
- Leighton Contractors Pty Ltd - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- European Bulk Services B.V. - Netherlands
- Savvy Resources Ltd - HongKong
- Aditya Birla Group - India
- Renaissance Capital - South Africa
- Meenaskhi Energy Private Limited - India
- Karaikal Port Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Lanco Infratech Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Minerals Council of Australia
- Edison Trading Spa - Italy
- Coastal Gujarat Power Limited - India
- Krishnapatnam Port Company Ltd. - India
- Kartika Selabumi Mining - Indonesia
- Global Green Power PLC Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Bhoruka Overseas - Indonesia
- Parry Sugars Refinery, India
- Indian Oil Corporation Limited
- Larsen & Toubro Limited - India
- ICICI Bank Limited - India
- The State Trading Corporation of India Ltd
- Bulk Trading Sa - Switzerland
- Bukit Baiduri Energy - Indonesia
- Semirara Mining and Power Corporation, Philippines
- CNBM International Corporation - China
- Kobexindo Tractors - Indoneisa
- San Jose City I Power Corp, Philippines
- Attock Cement Pakistan Limited
- IEA Clean Coal Centre - UK
- Posco Energy - South Korea
- Ministry of Mines - Canada
- SMG Consultants - Indonesia
- International Coal Ventures Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Tata Chemicals Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Petron Corporation, Philippines
- Kumho Petrochemical, South Korea
- Dalmia Cement Bharat India
- Heidelberg Cement - Germany
- Kapuas Tunggal Persada - Indonesia
- Vedanta Resources Plc - India
- Africa Commodities Group - South Africa
- VISA Power Limited - India
- Eastern Coal Council - USA
- Anglo American - United Kingdom
- SN Aboitiz Power Inc, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Borneo Indobara - Indonesia
- Australian Coal Association
- Power Finance Corporation Ltd., India
- Ceylon Electricity Board - Sri Lanka
- Pendopo Energi Batubara - Indonesia
- Star Paper Mills Limited - India
- Madhucon Powers Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Miang Besar Coal Terminal - Indonesia
- PNOC Exploration Corporation - Philippines
- Billiton Holdings Pty Ltd - Australia
- Parliament of New Zealand
- Wood Mackenzie - Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Uttam Galva Steels Limited - India
- Ministry of Transport, Egypt
- Kepco SPC Power Corporation, Philippines
- Standard Chartered Bank - UAE
- Semirara Mining Corp, Philippines
- Bhatia International Limited - India
- Tamil Nadu electricity Board
- Orica Australia Pty. Ltd.
- Pipit Mutiara Jaya. PT, Indonesia
- Xindia Steels Limited - India
- Directorate Of Revenue Intelligence - India
- Meralco Power Generation, Philippines
- Ind-Barath Power Infra Limited - India
- Siam City Cement - Thailand
- Sarangani Energy Corporation, Philippines
- Bharathi Cement Corporation - India
- Indian Energy Exchange, India
- Thai Mozambique Logistica
- Global Business Power Corporation, Philippines
- Banpu Public Company Limited - Thailand
- Indo Tambangraya Megah - Indonesia
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