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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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Tuesday, 07 January 20
BHP EYES INDIA FOR COAL GROWTH AS CHINA DEMAND FLATLINES - SYDNEY MORNING HERALD
Australia’s largest miner, BHP, believes the long-term trajectory of the emerging economy of India and the acceleration of its steelmaking ou ...
Sunday, 05 January 20
BUNKER QUALITY CLAIMS IN 2020 - ISSUES TO CONSIDER - CLYDE&CO
KNOWLEDGE TO ELEVATE
In recent years the shipping industry has faced a significant number of bunker quality claims, most notably ari ...
Saturday, 04 January 20
SUPRAMAX: A 53,000DWT VESSEL FIXING DELIVERY INDONESIA TRIP TO CHINA AT $4,000 AND A 58,000DWT SHIP FIXING DELIVERY EAST KALIMANTAN TRIP TO THAILAND AT $5,500 - BALTIC BRIEFING
Capesize
The New Year started with an erosion on pre-Christmas rates as the higher low sulphur fuel costs due to IMO 2020 affected levels. From ...
Thursday, 02 January 20
DMO 2020 PRICE SET FOR ELECTRICITY SECTOR - IAN WOLLFF
On the 26th December 2019, the Minister of Energy and Mineral Resources (ESDM) issued the decree No. 261.K/30.MEM/2019 about the States needs for c ...
Thursday, 02 January 20
SULPHUR 2020 COMPENDIUM - HOW ARE INDIVIDUAL PORT STATES EXPECTED TO REACT? - STANDARD CLUB
KNOWLEDGE TO ELEVATE
With the new sulphur limits soon to be in force, Standard Club has been investigating the ways in which certain jurisdict ...
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Showing 1211 to 1215 news of total 6871 |
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- Orica Mining Services - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- PTC India Limited - India
- Eastern Energy - Thailand
- Gujarat Sidhee Cement - India
- Sakthi Sugars Limited - India
- Sinarmas Energy and Mining - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Indian Energy Exchange, India
- Ministry of Finance - Indonesia
- Singapore Mercantile Exchange
- Australian Commodity Traders Exchange
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kartika Selabumi Mining - Indonesia
- Bhushan Steel Limited - India
- Bulk Trading Sa - Switzerland
- Heidelberg Cement - Germany
- Therma Luzon, Inc, Philippines
- Ministry of Transport, Egypt
- Karaikal Port Pvt Ltd - India
- Mercator Lines Limited - India
- Metalloyd Limited - United Kingdom
- Jorong Barutama Greston.PT - Indonesia
- Latin American Coal - Colombia
- Coal and Oil Company - UAE
- Salva Resources Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Trasteel International SA, Italy
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Eastern Coal Council - USA
- Tamil Nadu electricity Board
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Marubeni Corporation - India
- Cement Manufacturers Association - India
- European Bulk Services B.V. - Netherlands
- Minerals Council of Australia
- Semirara Mining Corp, Philippines
- Uttam Galva Steels Limited - India
- Thiess Contractors Indonesia
- SN Aboitiz Power Inc, Philippines
- Planning Commission, India
- PNOC Exploration Corporation - Philippines
- ASAPP Information Group - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Xindia Steels Limited - India
- Attock Cement Pakistan Limited
- Africa Commodities Group - South Africa
- Vedanta Resources Plc - India
- Sojitz Corporation - Japan
- Thai Mozambique Logistica
- CNBM International Corporation - China
- Ind-Barath Power Infra Limited - India
- Central Electricity Authority - India
- Bukit Asam (Persero) Tbk - Indonesia
- Riau Bara Harum - Indonesia
- GAC Shipping (India) Pvt Ltd
- Indogreen Group - Indonesia
- Miang Besar Coal Terminal - Indonesia
- South Luzon Thermal Energy Corporation
- PowerSource Philippines DevCo
- Romanian Commodities Exchange
- Sindya Power Generating Company Private Ltd
- Global Green Power PLC Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Medco Energi Mining Internasional
- Indian Oil Corporation Limited
- Kobexindo Tractors - Indoneisa
- Siam City Cement PLC, Thailand
- Bhoruka Overseas - Indonesia
- Antam Resourcindo - Indonesia
- Straits Asia Resources Limited - Singapore
- Sree Jayajothi Cements Limited - India
- OPG Power Generation Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Asmin Koalindo Tuhup - Indonesia
- Merrill Lynch Commodities Europe
- Vizag Seaport Private Limited - India
- International Coal Ventures Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Kohat Cement Company Ltd. - Pakistan
- Coalindo Energy - Indonesia
- Jaiprakash Power Ventures ltd
- Independent Power Producers Association of India
- Intertek Mineral Services - Indonesia
- India Bulls Power Limited - India
- Aditya Birla Group - India
- Banpu Public Company Limited - Thailand
- Orica Australia Pty. Ltd.
- SMC Global Power, Philippines
- Malabar Cements Ltd - India
- VISA Power Limited - India
- Sarangani Energy Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Maharashtra Electricity Regulatory Commission - India
- Georgia Ports Authority, United States
- McConnell Dowell - Australia
- Petrochimia International Co. Ltd.- Taiwan
- Parry Sugars Refinery, India
- Larsen & Toubro Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Economic Council, Georgia
- Lanco Infratech Ltd - India
- Mercuria Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- AsiaOL BioFuels Corp., Philippines
- Makarim & Taira - Indonesia
- Simpson Spence & Young - Indonesia
- Madhucon Powers Ltd - India
- Energy Development Corp, Philippines
- Deloitte Consulting - India
- Samtan Co., Ltd - South Korea
- Altura Mining Limited, Indonesia
- Bukit Baiduri Energy - Indonesia
- TeaM Sual Corporation - Philippines
- Global Coal Blending Company Limited - Australia
- Star Paper Mills Limited - India
- Mintek Dendrill Indonesia
- Kapuas Tunggal Persada - Indonesia
- Indo Tambangraya Megah - Indonesia
- The University of Queensland
- Port Waratah Coal Services - Australia
- Wilmar Investment Holdings
- Indonesian Coal Mining Association
- Wood Mackenzie - Singapore
- Petron Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Kalimantan Lumbung Energi - Indonesia
- San Jose City I Power Corp, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Electricity Generating Authority of Thailand
- IHS Mccloskey Coal Group - USA
- Videocon Industries ltd - India
- Mjunction Services Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Carbofer General Trading SA - India
- Directorate Of Revenue Intelligence - India
- Kepco SPC Power Corporation, Philippines
- Edison Trading Spa - Italy
- Ambuja Cements Ltd - India
- Sical Logistics Limited - India
- Barasentosa Lestari - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Parliament of New Zealand
- Karbindo Abesyapradhi - Indoneisa
- Borneo Indobara - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Aboitiz Power Corporation - Philippines
- CIMB Investment Bank - Malaysia
- Commonwealth Bank - Australia
- Directorate General of MIneral and Coal - Indonesia
- ICICI Bank Limited - India
- Grasim Industreis Ltd - India
- Formosa Plastics Group - Taiwan
- Dalmia Cement Bharat India
- New Zealand Coal & Carbon
- Maheswari Brothers Coal Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Central Java Power - Indonesia
- Chettinad Cement Corporation Ltd - India
- Global Business Power Corporation, Philippines
- SMG Consultants - Indonesia
- The State Trading Corporation of India Ltd
- Oldendorff Carriers - Singapore
- Offshore Bulk Terminal Pte Ltd, Singapore
- Neyveli Lignite Corporation Ltd, - India
- Savvy Resources Ltd - HongKong
- Rashtriya Ispat Nigam Limited - India
- Tata Chemicals Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Pendopo Energi Batubara - Indonesia
- White Energy Company Limited
- Anglo American - United Kingdom
- Holcim Trading Pte Ltd - Singapore
- Electricity Authority, New Zealand
- Renaissance Capital - South Africa
- Bhatia International Limited - India
- Rio Tinto Coal - Australia
- Binh Thuan Hamico - Vietnam
- Standard Chartered Bank - UAE
- Iligan Light & Power Inc, Philippines
- Coastal Gujarat Power Limited - India
- Power Finance Corporation Ltd., India
- Indika Energy - Indonesia
- Agrawal Coal Company - India
- Manunggal Multi Energi - Indonesia
- GVK Power & Infra Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Siam City Cement - Thailand
- The Treasury - Australian Government
- Ministry of Mines - Canada
- Toyota Tsusho Corporation, Japan
- GMR Energy Limited - India
- Kideco Jaya Agung - Indonesia
- MS Steel International - UAE
- Essar Steel Hazira Ltd - India
- Energy Link Ltd, New Zealand
- Jindal Steel & Power Ltd - India
- Globalindo Alam Lestari - Indonesia
- Chamber of Mines of South Africa
- Posco Energy - South Korea
- Bangladesh Power Developement Board
- Baramulti Group, Indonesia
- Bukit Makmur.PT - Indonesia
- Bharathi Cement Corporation - India
- Meralco Power Generation, Philippines
- Australian Coal Association
- Kumho Petrochemical, South Korea
- Semirara Mining and Power Corporation, Philippines
- London Commodity Brokers - England
- Interocean Group of Companies - India
- LBH Netherlands Bv - Netherlands
- Krishnapatnam Port Company Ltd. - India
- Goldman Sachs - Singapore
- Bayan Resources Tbk. - Indonesia
- GN Power Mariveles Coal Plant, Philippines
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