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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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Saturday, 28 December 19
SUPRAMAX: A 63,000DWT VESSEL, OPEN CIGADING, FIXED A TRIP VIA INDONESIA, REDELIVERY WEST COAST INDIA, AT $8,500 - BALTIC BRIEFING
Capesize
The Capesize market this past week has been attempting to recalibrate itself in consideration of weakening freight levels and increasing ...
Saturday, 28 December 19
CHINESE INDUSTRIAL CITY TO FURTHER CUT COAL CONSUMPTION - XINHUA
Harbin, capital city of Heilongjiang Province in China’s northeastern industrial heartland, is planning to further reduce its coal consumptio ...
Friday, 27 December 19
MISERY LOOMS OVER TOP COAL SHIPPERS AS CHINA TO BUY LESS IN 2020 BLOOMBERG
China isn’t cutting back on consumption of the most-polluting fossil fuel just yet, but it is set to reduce imports.
The world ...
Thursday, 26 December 19
REVIEW OF 2019 AND OUTLOOK FOR 2020 - OPEC
Global economic growth slowed in 2019, impacted by a variety of challenges. Trade issues not only led to reduction in global final consumption but ...
Wednesday, 25 December 19
COVER FOR WAR AND TERRORISM RISKS, AND COVER IN RESPECT OF BIOLOGICAL AND BIO-CHEMICAL WEAPONS - 2020 POLICY YEAR: AMERICAN CLUB
KNOWLEDGE TO ELEVATE
This Circular describes the arrangements which have been made to provide special cover for war and terrorism risks, and c ...
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Showing 1221 to 1225 news of total 6871 |
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- Banpu Public Company Limited - Thailand
- Energy Link Ltd, New Zealand
- India Bulls Power Limited - India
- Altura Mining Limited, Indonesia
- Intertek Mineral Services - Indonesia
- Baramulti Group, Indonesia
- Coal and Oil Company - UAE
- Toyota Tsusho Corporation, Japan
- Gujarat Mineral Development Corp Ltd - India
- Petron Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Chettinad Cement Corporation Ltd - India
- Global Business Power Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Indian Energy Exchange, India
- Ministry of Transport, Egypt
- GMR Energy Limited - India
- Thiess Contractors Indonesia
- Africa Commodities Group - South Africa
- Mintek Dendrill Indonesia
- GAC Shipping (India) Pvt Ltd
- Videocon Industries ltd - India
- Thai Mozambique Logistica
- Price Waterhouse Coopers - Russia
- Carbofer General Trading SA - India
- Kaltim Prima Coal - Indonesia
- Merrill Lynch Commodities Europe
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- South Luzon Thermal Energy Corporation
- Timah Investasi Mineral - Indoneisa
- VISA Power Limited - India
- Sinarmas Energy and Mining - Indonesia
- Leighton Contractors Pty Ltd - Australia
- PetroVietnam Power Coal Import and Supply Company
- Asmin Koalindo Tuhup - Indonesia
- Bulk Trading Sa - Switzerland
- Parry Sugars Refinery, India
- European Bulk Services B.V. - Netherlands
- Directorate General of MIneral and Coal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Semirara Mining and Power Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- Ministry of Finance - Indonesia
- Parliament of New Zealand
- Grasim Industreis Ltd - India
- SN Aboitiz Power Inc, Philippines
- ASAPP Information Group - India
- TeaM Sual Corporation - Philippines
- Indika Energy - Indonesia
- CNBM International Corporation - China
- Planning Commission, India
- Medco Energi Mining Internasional
- Anglo American - United Kingdom
- Siam City Cement PLC, Thailand
- Directorate Of Revenue Intelligence - India
- Central Electricity Authority - India
- Sical Logistics Limited - India
- Indian Oil Corporation Limited
- Bukit Baiduri Energy - Indonesia
- McConnell Dowell - Australia
- Billiton Holdings Pty Ltd - Australia
- Australian Commodity Traders Exchange
- Tamil Nadu electricity Board
- Metalloyd Limited - United Kingdom
- Semirara Mining Corp, Philippines
- Straits Asia Resources Limited - Singapore
- Rio Tinto Coal - Australia
- Borneo Indobara - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Ministry of Mines - Canada
- Kumho Petrochemical, South Korea
- AsiaOL BioFuels Corp., Philippines
- Goldman Sachs - Singapore
- Sree Jayajothi Cements Limited - India
- Savvy Resources Ltd - HongKong
- GN Power Mariveles Coal Plant, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Cigading International Bulk Terminal - Indonesia
- Marubeni Corporation - India
- Global Coal Blending Company Limited - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- PowerSource Philippines DevCo
- Therma Luzon, Inc, Philippines
- Ind-Barath Power Infra Limited - India
- London Commodity Brokers - England
- Uttam Galva Steels Limited - India
- Antam Resourcindo - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Larsen & Toubro Limited - India
- SMC Global Power, Philippines
- GVK Power & Infra Limited - India
- Trasteel International SA, Italy
- Barasentosa Lestari - Indonesia
- Bukit Makmur.PT - Indonesia
- OPG Power Generation Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Malabar Cements Ltd - India
- Aboitiz Power Corporation - Philippines
- Edison Trading Spa - Italy
- Agrawal Coal Company - India
- Vizag Seaport Private Limited - India
- Vedanta Resources Plc - India
- The University of Queensland
- Dalmia Cement Bharat India
- Jorong Barutama Greston.PT - Indonesia
- CIMB Investment Bank - Malaysia
- LBH Netherlands Bv - Netherlands
- Sojitz Corporation - Japan
- MS Steel International - UAE
- Bhushan Steel Limited - India
- Power Finance Corporation Ltd., India
- Vijayanagar Sugar Pvt Ltd - India
- Minerals Council of Australia
- Madhucon Powers Ltd - India
- Kobexindo Tractors - Indoneisa
- Indogreen Group - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Mercator Lines Limited - India
- Binh Thuan Hamico - Vietnam
- Wood Mackenzie - Singapore
- Karaikal Port Pvt Ltd - India
- Sakthi Sugars Limited - India
- Attock Cement Pakistan Limited
- Bahari Cakrawala Sebuku - Indonesia
- White Energy Company Limited
- Formosa Plastics Group - Taiwan
- Pendopo Energi Batubara - Indonesia
- Riau Bara Harum - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Indonesian Coal Mining Association
- Posco Energy - South Korea
- Cement Manufacturers Association - India
- Bangladesh Power Developement Board
- Electricity Authority, New Zealand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Gujarat Sidhee Cement - India
- Aditya Birla Group - India
- Rashtriya Ispat Nigam Limited - India
- Energy Development Corp, Philippines
- Meralco Power Generation, Philippines
- Orica Mining Services - Indonesia
- Essar Steel Hazira Ltd - India
- IEA Clean Coal Centre - UK
- Australian Coal Association
- Deloitte Consulting - India
- Xindia Steels Limited - India
- Coastal Gujarat Power Limited - India
- Samtan Co., Ltd - South Korea
- PNOC Exploration Corporation - Philippines
- Meenaskhi Energy Private Limited - India
- Chamber of Mines of South Africa
- Tata Chemicals Ltd - India
- Eastern Coal Council - USA
- Siam City Cement - Thailand
- The State Trading Corporation of India Ltd
- Globalindo Alam Lestari - Indonesia
- Economic Council, Georgia
- Makarim & Taira - Indonesia
- Star Paper Mills Limited - India
- Oldendorff Carriers - Singapore
- New Zealand Coal & Carbon
- Iligan Light & Power Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- Commonwealth Bank - Australia
- Independent Power Producers Association of India
- Maheswari Brothers Coal Limited - India
- Kapuas Tunggal Persada - Indonesia
- Salva Resources Pvt Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Orica Australia Pty. Ltd.
- Interocean Group of Companies - India
- Coalindo Energy - Indonesia
- Singapore Mercantile Exchange
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Indo Tambangraya Megah - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bhoruka Overseas - Indonesia
- Lanco Infratech Ltd - India
- Sarangani Energy Corporation, Philippines
- Standard Chartered Bank - UAE
- Bharathi Cement Corporation - India
- Kohat Cement Company Ltd. - Pakistan
- SMG Consultants - Indonesia
- Port Waratah Coal Services - Australia
- Renaissance Capital - South Africa
- Kepco SPC Power Corporation, Philippines
- ICICI Bank Limited - India
- Bhatia International Limited - India
- Jindal Steel & Power Ltd - India
- Sindya Power Generating Company Private Ltd
- Miang Besar Coal Terminal - Indonesia
- Kartika Selabumi Mining - Indonesia
- Mjunction Services Limited - India
- Alfred C Toepfer International GmbH - Germany
- Manunggal Multi Energi - Indonesia
- Simpson Spence & Young - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Wilmar Investment Holdings
- Eastern Energy - Thailand
- Georgia Ports Authority, United States
- Mercuria Energy - Indonesia
- IHS Mccloskey Coal Group - USA
- Ambuja Cements Ltd - India
- Romanian Commodities Exchange
- Kalimantan Lumbung Energi - Indonesia
- Electricity Generating Authority of Thailand
- San Jose City I Power Corp, Philippines
- Central Java Power - Indonesia
- Kideco Jaya Agung - Indonesia
- PTC India Limited - India
- Latin American Coal - Colombia
- Bukit Asam (Persero) Tbk - Indonesia
- The Treasury - Australian Government
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Heidelberg Cement - Germany
- Bayan Resources Tbk. - Indonesia
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