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