We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Thursday, 19 December 19
BANGLADESH'S NBR CUTS VAT ON COAL IMPORT FOR POWER PLANTS - THE DAILY STAR
The National Board of Revenue (NBR) reduced value added tax on the import of coal for power plants to 5 percent from present 15 percent for five ye ...
Wednesday, 18 December 19
AVERAGE PRICES OF COAL IN 2018 WERE MORE THAN 60% HIGHER THAN IN 2016 - IEA
Coal use grew again in 2018.
Global coal demand increased by 1.1%, continuing the rebound that began in 2017 after three years of decline ...
Wednesday, 18 December 19
ASIA IS SET TO SUPPORT GLOBAL COAL DEMAND FOR THE NEXT FIVE YEARS - IEA
Press Release: Global coal demand is expected to decline in 2019 but remain broadly stable over the next five years, supported by robust growth in ...
Wednesday, 18 December 19
SHIPPING MARKET INSIGHT - INTERMODAL
As we all know very well by now, the reduction in the maximum allowable sulphur content of marine fuels in 2020 is likely to have a massive impact ...
Tuesday, 17 December 19
AUSTRALIA ENERGY MARKET OPERATOR TURNS SCROOGE ON COAL LOBBY: RUSSELL
Australia, which vies with Indonesia for the title of the world’s largest coal exporter, is planning for an electricity future where use of t ...
|
|
|
Showing 1236 to 1240 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- ASAPP Information Group - India
- Parliament of New Zealand
- Orica Australia Pty. Ltd.
- Siam City Cement - Thailand
- Electricity Authority, New Zealand
- GN Power Mariveles Coal Plant, Philippines
- Sinarmas Energy and Mining - Indonesia
- SMG Consultants - Indonesia
- Bukit Baiduri Energy - Indonesia
- The University of Queensland
- Antam Resourcindo - Indonesia
- Madhucon Powers Ltd - India
- GMR Energy Limited - India
- European Bulk Services B.V. - Netherlands
- Africa Commodities Group - South Africa
- Neyveli Lignite Corporation Ltd, - India
- AsiaOL BioFuels Corp., Philippines
- Bangladesh Power Developement Board
- Chettinad Cement Corporation Ltd - India
- Videocon Industries ltd - India
- VISA Power Limited - India
- Semirara Mining and Power Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Simpson Spence & Young - Indonesia
- Ministry of Mines - Canada
- International Coal Ventures Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Global Green Power PLC Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- GAC Shipping (India) Pvt Ltd
- Merrill Lynch Commodities Europe
- Central Electricity Authority - India
- Georgia Ports Authority, United States
- Indonesian Coal Mining Association
- Petron Corporation, Philippines
- India Bulls Power Limited - India
- Karaikal Port Pvt Ltd - India
- Central Java Power - Indonesia
- Banpu Public Company Limited - Thailand
- Aditya Birla Group - India
- Samtan Co., Ltd - South Korea
- Deloitte Consulting - India
- Medco Energi Mining Internasional
- Riau Bara Harum - Indonesia
- Eastern Coal Council - USA
- Salva Resources Pvt Ltd - India
- OPG Power Generation Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Rashtriya Ispat Nigam Limited - India
- Directorate General of MIneral and Coal - Indonesia
- White Energy Company Limited
- Heidelberg Cement - Germany
- Romanian Commodities Exchange
- Standard Chartered Bank - UAE
- Trasteel International SA, Italy
- Bhoruka Overseas - Indonesia
- Australian Commodity Traders Exchange
- SMC Global Power, Philippines
- Kobexindo Tractors - Indoneisa
- Larsen & Toubro Limited - India
- Marubeni Corporation - India
- Price Waterhouse Coopers - Russia
- Thiess Contractors Indonesia
- SN Aboitiz Power Inc, Philippines
- Commonwealth Bank - Australia
- Energy Link Ltd, New Zealand
- Coal and Oil Company - UAE
- Global Coal Blending Company Limited - Australia
- Renaissance Capital - South Africa
- Ministry of Transport, Egypt
- Coastal Gujarat Power Limited - India
- Straits Asia Resources Limited - Singapore
- Bulk Trading Sa - Switzerland
- Australian Coal Association
- TNB Fuel Sdn Bhd - Malaysia
- Altura Mining Limited, Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Alfred C Toepfer International GmbH - Germany
- Offshore Bulk Terminal Pte Ltd, Singapore
- The Treasury - Australian Government
- Borneo Indobara - Indonesia
- PowerSource Philippines DevCo
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Independent Power Producers Association of India
- McConnell Dowell - Australia
- Essar Steel Hazira Ltd - India
- Pendopo Energi Batubara - Indonesia
- Metalloyd Limited - United Kingdom
- Intertek Mineral Services - Indonesia
- Attock Cement Pakistan Limited
- Grasim Industreis Ltd - India
- Maheswari Brothers Coal Limited - India
- Wilmar Investment Holdings
- Toyota Tsusho Corporation, Japan
- London Commodity Brokers - England
- Siam City Cement PLC, Thailand
- Ceylon Electricity Board - Sri Lanka
- Malabar Cements Ltd - India
- Kepco SPC Power Corporation, Philippines
- Eastern Energy - Thailand
- Semirara Mining Corp, Philippines
- Directorate Of Revenue Intelligence - India
- Globalindo Alam Lestari - Indonesia
- Bhatia International Limited - India
- Mercuria Energy - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Goldman Sachs - Singapore
- Bukit Makmur.PT - Indonesia
- Tata Chemicals Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- New Zealand Coal & Carbon
- Jaiprakash Power Ventures ltd
- Iligan Light & Power Inc, Philippines
- Wood Mackenzie - Singapore
- Cement Manufacturers Association - India
- Sakthi Sugars Limited - India
- Holcim Trading Pte Ltd - Singapore
- Uttam Galva Steels Limited - India
- Star Paper Mills Limited - India
- Indogreen Group - Indonesia
- PNOC Exploration Corporation - Philippines
- Tamil Nadu electricity Board
- Cigading International Bulk Terminal - Indonesia
- Mjunction Services Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Sree Jayajothi Cements Limited - India
- Gujarat Electricity Regulatory Commission - India
- Petrochimia International Co. Ltd.- Taiwan
- Sarangani Energy Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Savvy Resources Ltd - HongKong
- Asmin Koalindo Tuhup - Indonesia
- Oldendorff Carriers - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Indian Energy Exchange, India
- CNBM International Corporation - China
- TeaM Sual Corporation - Philippines
- Dalmia Cement Bharat India
- Carbofer General Trading SA - India
- Therma Luzon, Inc, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Economic Council, Georgia
- Indo Tambangraya Megah - Indonesia
- Posco Energy - South Korea
- Bhushan Steel Limited - India
- Baramulti Group, Indonesia
- San Jose City I Power Corp, Philippines
- Jindal Steel & Power Ltd - India
- Aboitiz Power Corporation - Philippines
- Bharathi Cement Corporation - India
- Energy Development Corp, Philippines
- Vedanta Resources Plc - India
- Interocean Group of Companies - India
- Meenaskhi Energy Private Limited - India
- Thai Mozambique Logistica
- Indika Energy - Indonesia
- Orica Mining Services - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- ICICI Bank Limited - India
- Latin American Coal - Colombia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Agrawal Coal Company - India
- Bayan Resources Tbk. - Indonesia
- Mercator Lines Limited - India
- Anglo American - United Kingdom
- Ambuja Cements Ltd - India
- Power Finance Corporation Ltd., India
- Formosa Plastics Group - Taiwan
- Meralco Power Generation, Philippines
- Sical Logistics Limited - India
- Lanco Infratech Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Mintek Dendrill Indonesia
- Port Waratah Coal Services - Australia
- Planning Commission, India
- Gujarat Sidhee Cement - India
- IEA Clean Coal Centre - UK
- Timah Investasi Mineral - Indoneisa
- South Luzon Thermal Energy Corporation
- Parry Sugars Refinery, India
- Leighton Contractors Pty Ltd - Australia
- Barasentosa Lestari - Indonesia
- The State Trading Corporation of India Ltd
- Sojitz Corporation - Japan
- Ministry of Finance - Indonesia
- GVK Power & Infra Limited - India
- MS Steel International - UAE
- Kaltim Prima Coal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Rio Tinto Coal - Australia
- Billiton Holdings Pty Ltd - Australia
- Indian Oil Corporation Limited
- Edison Trading Spa - Italy
- Global Business Power Corporation, Philippines
- Electricity Generating Authority of Thailand
- Coalindo Energy - Indonesia
- Binh Thuan Hamico - Vietnam
- IHS Mccloskey Coal Group - USA
- CIMB Investment Bank - Malaysia
- Kideco Jaya Agung - Indonesia
- Singapore Mercantile Exchange
- PTC India Limited - India
- LBH Netherlands Bv - Netherlands
- Bukit Asam (Persero) Tbk - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Chamber of Mines of South Africa
- Kapuas Tunggal Persada - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Makarim & Taira - Indonesia
- Ind-Barath Power Infra Limited - India
- Xindia Steels Limited - India
- Manunggal Multi Energi - Indonesia
- Minerals Council of Australia
- Kartika Selabumi Mining - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Kumho Petrochemical, South Korea
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
|
| |
| |
|
