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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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Monday, 30 December 19
AUSTRALIAN MINERS HIT BY LOWEST THERMAL COAL PRICE IN MORE THAN A DECADE - THE GUARDIAN
Australian coal exporters have experienced the biggest annual drop in thermal coal prices in more than a decade during 2019, raising doubts about i ...
Monday, 30 December 19
INDIA'S COAL IMPORTS RISE 4% TO 161.43 MT IN APRIL-NOVEMBER 2019 - PTI
The country’s coal imports registered an increase of 4.4 per cent to 161.43 million tonnes (MT) in the April-November period of the ongoing f ...
Sunday, 29 December 19
CHINA'S BENCHMARK POWER COAL PRICE EDGES UP - XINHUA
China’s benchmark power coal price rose slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge of ...
Sunday, 29 December 19
IMO 2020 COMPLIANCE: IT'S UP TO US TO BE GOOD CITIZENS - IBIA
One of the concerns around implementation of the 0.50% sulphur limit has been, and continues to be, the need for effective enforcement to ensure a ...
Sunday, 29 December 19
AUSTRALIA SUFFERS WORST OF CHINA'S COAL CURBS AFTER EARLIER BOOM - BLOOMBERG
Australia is bearing the brunt of China’s year-end coal import restrictions, ceding market share to other exporters including Russia and Mong ...
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Showing 1216 to 1220 news of total 6871 |
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- TNB Fuel Sdn Bhd - Malaysia
- Altura Mining Limited, Indonesia
- Petron Corporation, Philippines
- PNOC Exploration Corporation - Philippines
- Dalmia Cement Bharat India
- Maharashtra Electricity Regulatory Commission - India
- South Luzon Thermal Energy Corporation
- Agrawal Coal Company - India
- Binh Thuan Hamico - Vietnam
- ASAPP Information Group - India
- Vedanta Resources Plc - India
- Edison Trading Spa - Italy
- Mercuria Energy - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Ministry of Transport, Egypt
- Therma Luzon, Inc, Philippines
- Sindya Power Generating Company Private Ltd
- Global Business Power Corporation, Philippines
- Thiess Contractors Indonesia
- Toyota Tsusho Corporation, Japan
- Videocon Industries ltd - India
- Globalindo Alam Lestari - Indonesia
- Aditya Birla Group - India
- Merrill Lynch Commodities Europe
- Ind-Barath Power Infra Limited - India
- Simpson Spence & Young - Indonesia
- Chamber of Mines of South Africa
- Indika Energy - Indonesia
- Lanco Infratech Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Baramulti Group, Indonesia
- Eastern Energy - Thailand
- Salva Resources Pvt Ltd - India
- CNBM International Corporation - China
- TeaM Sual Corporation - Philippines
- Parliament of New Zealand
- Pendopo Energi Batubara - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Madhucon Powers Ltd - India
- Sarangani Energy Corporation, Philippines
- Economic Council, Georgia
- Coalindo Energy - Indonesia
- Indian Energy Exchange, India
- MS Steel International - UAE
- Tamil Nadu electricity Board
- Kideco Jaya Agung - Indonesia
- Heidelberg Cement - Germany
- New Zealand Coal & Carbon
- Jaiprakash Power Ventures ltd
- Thai Mozambique Logistica
- Eastern Coal Council - USA
- Posco Energy - South Korea
- PTC India Limited - India
- Timah Investasi Mineral - Indoneisa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ministry of Finance - Indonesia
- London Commodity Brokers - England
- Indian Oil Corporation Limited
- Bahari Cakrawala Sebuku - Indonesia
- Wood Mackenzie - Singapore
- Goldman Sachs - Singapore
- Parry Sugars Refinery, India
- Directorate General of MIneral and Coal - Indonesia
- Savvy Resources Ltd - HongKong
- Oldendorff Carriers - Singapore
- McConnell Dowell - Australia
- GMR Energy Limited - India
- Ministry of Mines - Canada
- Anglo American - United Kingdom
- The Treasury - Australian Government
- European Bulk Services B.V. - Netherlands
- Mintek Dendrill Indonesia
- Australian Coal Association
- Bulk Trading Sa - Switzerland
- Central Java Power - Indonesia
- VISA Power Limited - India
- Meralco Power Generation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- International Coal Ventures Pvt Ltd - India
- Coal and Oil Company - UAE
- Rashtriya Ispat Nigam Limited - India
- Miang Besar Coal Terminal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Electricity Generating Authority of Thailand
- Semirara Mining and Power Corporation, Philippines
- Antam Resourcindo - Indonesia
- Vizag Seaport Private Limited - India
- Bhushan Steel Limited - India
- Xindia Steels Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Deloitte Consulting - India
- Straits Asia Resources Limited - Singapore
- Gujarat Electricity Regulatory Commission - India
- Indonesian Coal Mining Association
- Trasteel International SA, Italy
- Neyveli Lignite Corporation Ltd, - India
- Mercator Lines Limited - India
- Bukit Makmur.PT - Indonesia
- Interocean Group of Companies - India
- Sojitz Corporation - Japan
- Power Finance Corporation Ltd., India
- Karaikal Port Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- LBH Netherlands Bv - Netherlands
- Borneo Indobara - Indonesia
- Commonwealth Bank - Australia
- Wilmar Investment Holdings
- Riau Bara Harum - Indonesia
- Orica Australia Pty. Ltd.
- Jorong Barutama Greston.PT - Indonesia
- Rio Tinto Coal - Australia
- Romanian Commodities Exchange
- Minerals Council of Australia
- Barasentosa Lestari - Indonesia
- Australian Commodity Traders Exchange
- Gujarat Mineral Development Corp Ltd - India
- Electricity Authority, New Zealand
- Gujarat Sidhee Cement - India
- Kartika Selabumi Mining - Indonesia
- Energy Link Ltd, New Zealand
- IEA Clean Coal Centre - UK
- Chettinad Cement Corporation Ltd - India
- Global Green Power PLC Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Port Waratah Coal Services - Australia
- Ambuja Cements Ltd - India
- Independent Power Producers Association of India
- IHS Mccloskey Coal Group - USA
- GVK Power & Infra Limited - India
- Renaissance Capital - South Africa
- Energy Development Corp, Philippines
- Indo Tambangraya Megah - Indonesia
- Singapore Mercantile Exchange
- Bhatia International Limited - India
- Grasim Industreis Ltd - India
- Bhoruka Overseas - Indonesia
- SMC Global Power, Philippines
- Jindal Steel & Power Ltd - India
- The University of Queensland
- Ceylon Electricity Board - Sri Lanka
- Kohat Cement Company Ltd. - Pakistan
- Meenaskhi Energy Private Limited - India
- SN Aboitiz Power Inc, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Cigading International Bulk Terminal - Indonesia
- Uttam Galva Steels Limited - India
- The State Trading Corporation of India Ltd
- Asmin Koalindo Tuhup - Indonesia
- Attock Cement Pakistan Limited
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- SMG Consultants - Indonesia
- Kaltim Prima Coal - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Larsen & Toubro Limited - India
- Sakthi Sugars Limited - India
- AsiaOL BioFuels Corp., Philippines
- Kumho Petrochemical, South Korea
- Marubeni Corporation - India
- Formosa Plastics Group - Taiwan
- Bangladesh Power Developement Board
- Price Waterhouse Coopers - Russia
- Alfred C Toepfer International GmbH - Germany
- Cement Manufacturers Association - India
- ICICI Bank Limited - India
- Aboitiz Power Corporation - Philippines
- Sinarmas Energy and Mining - Indonesia
- Intertek Mineral Services - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Siam City Cement PLC, Thailand
- India Bulls Power Limited - India
- Billiton Holdings Pty Ltd - Australia
- Malabar Cements Ltd - India
- Orica Mining Services - Indonesia
- PowerSource Philippines DevCo
- Standard Chartered Bank - UAE
- Banpu Public Company Limited - Thailand
- Metalloyd Limited - United Kingdom
- Georgia Ports Authority, United States
- Bharathi Cement Corporation - India
- Siam City Cement - Thailand
- Bayan Resources Tbk. - Indonesia
- Africa Commodities Group - South Africa
- OPG Power Generation Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Sree Jayajothi Cements Limited - India
- Bukit Baiduri Energy - Indonesia
- Planning Commission, India
- Tata Chemicals Ltd - India
- Makarim & Taira - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- White Energy Company Limited
- Krishnapatnam Port Company Ltd. - India
- San Jose City I Power Corp, Philippines
- Leighton Contractors Pty Ltd - Australia
- Carbofer General Trading SA - India
- Samtan Co., Ltd - South Korea
- GAC Shipping (India) Pvt Ltd
- Indogreen Group - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Sical Logistics Limited - India
- Holcim Trading Pte Ltd - Singapore
- Mjunction Services Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Kepco SPC Power Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Iligan Light & Power Inc, Philippines
- Coastal Gujarat Power Limited - India
- Semirara Mining Corp, Philippines
- Directorate Of Revenue Intelligence - India
- Central Electricity Authority - India
- Global Coal Blending Company Limited - Australia
- Latin American Coal - Colombia
- Star Paper Mills Limited - India
- Medco Energi Mining Internasional
- CIMB Investment Bank - Malaysia
- Manunggal Multi Energi - Indonesia
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