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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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Thursday, 12 December 19
KOWEPO INVITING BIDS FOR 2.28 MILLION TONS OF MIN.4,400 NCV COAL
COALspot.com: South Korea’s Korea Western Power Co., Ltd. (KOWEPO) has issued an international tender for total 2,280,000 tons of (Sub) Bitum ...
Wednesday, 11 December 19
PANAMAX: THE MARKET REMAINED FIRM IN THE PACIFIC, WITH INCREASED ACTIVITY NOTED IN KEY AREAS, SUCH AS INDONESIA - ALLIED
Capesize – Positive momentum was resumed this past week, with earnings mak-ing some gains once again. This rising pattern was reflected in th ...
Tuesday, 10 December 19
PREPARATIONS INTENSIFY AS IMO 2020 GLOBAL SULPHUR CAP LOOMS - STANDARD CLUB
With less than a month to go for the impending IMO 2020 global sulphur cap, the club has started witnessing dispute cases relating to the measureme ...
Monday, 09 December 19
KOREA SOUTHERN POWER CO LTD IS INVITING OFFERS FOR MIN 3700 NCV COAL
COALspot.com: South Korea’s Korea East-West Power Co. Ltd has issued an international tender for 160,000 Tons steam coal.
Acco ...
Saturday, 07 December 19
CHINA'S BENCHMARK POWER COAL PRICE DROPS SLIGHTLY - XINHUA
China’s benchmark power coal price dropped slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge ...
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- Tata Chemicals Ltd - India
- Bhatia International Limited - India
- PNOC Exploration Corporation - Philippines
- Semirara Mining Corp, Philippines
- Meenaskhi Energy Private Limited - India
- Formosa Plastics Group - Taiwan
- ASAPP Information Group - India
- Cement Manufacturers Association - India
- IHS Mccloskey Coal Group - USA
- PetroVietnam Power Coal Import and Supply Company
- Simpson Spence & Young - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Trasteel International SA, Italy
- India Bulls Power Limited - India
- Aditya Birla Group - India
- Jaiprakash Power Ventures ltd
- Holcim Trading Pte Ltd - Singapore
- Grasim Industreis Ltd - India
- Eastern Energy - Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Electricity Authority, New Zealand
- Marubeni Corporation - India
- Rashtriya Ispat Nigam Limited - India
- Metalloyd Limited - United Kingdom
- Aboitiz Power Corporation - Philippines
- Bayan Resources Tbk. - Indonesia
- Bukit Baiduri Energy - Indonesia
- Global Coal Blending Company Limited - Australia
- GAC Shipping (India) Pvt Ltd
- Edison Trading Spa - Italy
- Intertek Mineral Services - Indonesia
- Goldman Sachs - Singapore
- Antam Resourcindo - Indonesia
- Dalmia Cement Bharat India
- Kaltim Prima Coal - Indonesia
- Sical Logistics Limited - India
- South Luzon Thermal Energy Corporation
- Therma Luzon, Inc, Philippines
- Planning Commission, India
- Kalimantan Lumbung Energi - Indonesia
- PowerSource Philippines DevCo
- GMR Energy Limited - India
- The University of Queensland
- Ambuja Cements Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Bulk Trading Sa - Switzerland
- Georgia Ports Authority, United States
- Star Paper Mills Limited - India
- Singapore Mercantile Exchange
- Australian Commodity Traders Exchange
- Coal and Oil Company - UAE
- Jindal Steel & Power Ltd - India
- Sarangani Energy Corporation, Philippines
- OPG Power Generation Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Latin American Coal - Colombia
- TNB Fuel Sdn Bhd - Malaysia
- Kapuas Tunggal Persada - Indonesia
- Economic Council, Georgia
- Meralco Power Generation, Philippines
- Banpu Public Company Limited - Thailand
- Alfred C Toepfer International GmbH - Germany
- Wilmar Investment Holdings
- Vedanta Resources Plc - India
- Iligan Light & Power Inc, Philippines
- Global Business Power Corporation, Philippines
- Interocean Group of Companies - India
- Parliament of New Zealand
- Standard Chartered Bank - UAE
- Australian Coal Association
- Essar Steel Hazira Ltd - India
- Rio Tinto Coal - Australia
- San Jose City I Power Corp, Philippines
- Sakthi Sugars Limited - India
- McConnell Dowell - Australia
- Global Green Power PLC Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Minerals Council of Australia
- Vizag Seaport Private Limited - India
- Borneo Indobara - Indonesia
- Heidelberg Cement - Germany
- Krishnapatnam Port Company Ltd. - India
- Petrochimia International Co. Ltd.- Taiwan
- Renaissance Capital - South Africa
- Sindya Power Generating Company Private Ltd
- Neyveli Lignite Corporation Ltd, - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- New Zealand Coal & Carbon
- Parry Sugars Refinery, India
- Billiton Holdings Pty Ltd - Australia
- Energy Link Ltd, New Zealand
- Mintek Dendrill Indonesia
- Globalindo Alam Lestari - Indonesia
- Timah Investasi Mineral - Indoneisa
- Eastern Coal Council - USA
- Maharashtra Electricity Regulatory Commission - India
- Bukit Asam (Persero) Tbk - Indonesia
- Kobexindo Tractors - Indoneisa
- Karbindo Abesyapradhi - Indoneisa
- Altura Mining Limited, Indonesia
- Medco Energi Mining Internasional
- Indika Energy - Indonesia
- Binh Thuan Hamico - Vietnam
- PTC India Limited - India
- Attock Cement Pakistan Limited
- Sojitz Corporation - Japan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Baramulti Group, Indonesia
- Directorate Of Revenue Intelligence - India
- Miang Besar Coal Terminal - Indonesia
- Videocon Industries ltd - India
- Central Java Power - Indonesia
- Tamil Nadu electricity Board
- Larsen & Toubro Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Toyota Tsusho Corporation, Japan
- Malabar Cements Ltd - India
- Wood Mackenzie - Singapore
- Orica Australia Pty. Ltd.
- Siam City Cement - Thailand
- Barasentosa Lestari - Indonesia
- London Commodity Brokers - England
- Bahari Cakrawala Sebuku - Indonesia
- Indo Tambangraya Megah - Indonesia
- Energy Development Corp, Philippines
- Merrill Lynch Commodities Europe
- IEA Clean Coal Centre - UK
- Agrawal Coal Company - India
- Posco Energy - South Korea
- White Energy Company Limited
- Ind-Barath Power Infra Limited - India
- The State Trading Corporation of India Ltd
- Samtan Co., Ltd - South Korea
- Indian Oil Corporation Limited
- Carbofer General Trading SA - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kepco SPC Power Corporation, Philippines
- Thiess Contractors Indonesia
- LBH Netherlands Bv - Netherlands
- Bharathi Cement Corporation - India
- Siam City Cement PLC, Thailand
- European Bulk Services B.V. - Netherlands
- AsiaOL BioFuels Corp., Philippines
- Lanco Infratech Ltd - India
- Makarim & Taira - Indonesia
- Riau Bara Harum - Indonesia
- Ministry of Transport, Egypt
- SMG Consultants - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Electricity Generating Authority of Thailand
- Bukit Makmur.PT - Indonesia
- Coalindo Energy - Indonesia
- Xindia Steels Limited - India
- Ministry of Mines - Canada
- Asmin Koalindo Tuhup - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Kartika Selabumi Mining - Indonesia
- International Coal Ventures Pvt Ltd - India
- Bangladesh Power Developement Board
- VISA Power Limited - India
- Romanian Commodities Exchange
- MS Steel International - UAE
- Power Finance Corporation Ltd., India
- SN Aboitiz Power Inc, Philippines
- TeaM Sual Corporation - Philippines
- Deloitte Consulting - India
- Mercuria Energy - Indonesia
- CIMB Investment Bank - Malaysia
- Anglo American - United Kingdom
- Orica Mining Services - Indonesia
- Salva Resources Pvt Ltd - India
- ICICI Bank Limited - India
- Sinarmas Energy and Mining - Indonesia
- Ministry of Finance - Indonesia
- Karaikal Port Pvt Ltd - India
- Petron Corporation, Philippines
- Mercator Lines Limited - India
- Oldendorff Carriers - Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bhushan Steel Limited - India
- Mjunction Services Limited - India
- Chettinad Cement Corporation Ltd - India
- Indonesian Coal Mining Association
- Kumho Petrochemical, South Korea
- Price Waterhouse Coopers - Russia
- Semirara Mining and Power Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Indian Energy Exchange, India
- Chamber of Mines of South Africa
- Manunggal Multi Energi - Indonesia
- Central Electricity Authority - India
- Gujarat Sidhee Cement - India
- CNBM International Corporation - China
- Thai Mozambique Logistica
- Savvy Resources Ltd - HongKong
- Ceylon Electricity Board - Sri Lanka
- GVK Power & Infra Limited - India
- Kideco Jaya Agung - Indonesia
- Independent Power Producers Association of India
- Africa Commodities Group - South Africa
- Uttam Galva Steels Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Straits Asia Resources Limited - Singapore
- Pendopo Energi Batubara - Indonesia
- Bhoruka Overseas - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- The Treasury - Australian Government
- Indogreen Group - Indonesia
- Coastal Gujarat Power Limited - India
- Port Waratah Coal Services - Australia
- SMC Global Power, Philippines
- Maheswari Brothers Coal Limited - India
- Madhucon Powers Ltd - India
- Commonwealth Bank - Australia
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