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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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Wednesday, 04 September 19
SHIPPING MARKET INSIGHT - INTERMODAL
For yet another time, the market seems to have its own drivers. After a very disappointing first half, the recent recovery in the shipping market i ...
Tuesday, 20 August 19
NORDEN HAS BEEN AWARDED A 3-YEAR CONTRACT FOR THE TRANSPORTATION OF COAL FROM INDONESIA TO HONG KONG
NORDEN has been awarded a 3-year contract with a power company in Hong Kong for the transportation of coal from Indonesia to Hong Kong.
...
Tuesday, 20 August 19
THE AUGUST 2019 INDONESIAN COAL PRICE REFERENCE POSTS THE FIRST MONTHLY GAIN SINCE AUGUST 2018
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised up the benchmark price of Indonesian thermal co ...
Monday, 19 August 19
INDONESIAN COAL RUNS, A 82,000DWT SHIP WAS FIXED DELIVERY CHINA VIA INDONESIA, REDELIVERY JAPAN, IN THE MID $16,000S - BALTIC BRIEFING
Capesize
The Capesize market was buoyant in both basins this week, posting gains across the board. After bottoming out the previous week, rates ...
Sunday, 11 August 19
ULTRAMAX: A 58,000DWT VESSEL OPEN KEMAMAN FIXED FOR TWO TO THREE LADEN LEGS, REDELIVERY SINGAPORE-JAPAN, AT $12,250 - BALTIC BRIEFING
Capesize
With typhoon Lekima gathering pace, numerous China ports were closed by the end of the week and will likely be for two to three days. ...
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- Bukit Asam (Persero) Tbk - Indonesia
- McConnell Dowell - Australia
- Samtan Co., Ltd - South Korea
- SN Aboitiz Power Inc, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Energy Link Ltd, New Zealand
- GVK Power & Infra Limited - India
- Sinarmas Energy and Mining - Indonesia
- Binh Thuan Hamico - Vietnam
- Renaissance Capital - South Africa
- Thiess Contractors Indonesia
- AsiaOL BioFuels Corp., Philippines
- Global Coal Blending Company Limited - Australia
- Minerals Council of Australia
- Kepco SPC Power Corporation, Philippines
- Agrawal Coal Company - India
- Miang Besar Coal Terminal - Indonesia
- Indogreen Group - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Simpson Spence & Young - Indonesia
- Australian Commodity Traders Exchange
- Sojitz Corporation - Japan
- Mercator Lines Limited - India
- Bulk Trading Sa - Switzerland
- Bharathi Cement Corporation - India
- Kalimantan Lumbung Energi - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Grasim Industreis Ltd - India
- New Zealand Coal & Carbon
- Leighton Contractors Pty Ltd - Australia
- Vedanta Resources Plc - India
- Chamber of Mines of South Africa
- Uttam Galva Steels Limited - India
- CNBM International Corporation - China
- Neyveli Lignite Corporation Ltd, - India
- Trasteel International SA, Italy
- Coastal Gujarat Power Limited - India
- Meenaskhi Energy Private Limited - India
- Carbofer General Trading SA - India
- Georgia Ports Authority, United States
- Metalloyd Limited - United Kingdom
- GAC Shipping (India) Pvt Ltd
- Ministry of Finance - Indonesia
- Savvy Resources Ltd - HongKong
- Bahari Cakrawala Sebuku - Indonesia
- Parry Sugars Refinery, India
- Jindal Steel & Power Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Formosa Plastics Group - Taiwan
- Videocon Industries ltd - India
- The Treasury - Australian Government
- Riau Bara Harum - Indonesia
- Energy Development Corp, Philippines
- Kobexindo Tractors - Indoneisa
- Vijayanagar Sugar Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Intertek Mineral Services - Indonesia
- Global Business Power Corporation, Philippines
- Central Electricity Authority - India
- India Bulls Power Limited - India
- Ministry of Mines - Canada
- TeaM Sual Corporation - Philippines
- International Coal Ventures Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Orica Mining Services - Indonesia
- Semirara Mining Corp, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ind-Barath Power Infra Limited - India
- Indonesian Coal Mining Association
- South Luzon Thermal Energy Corporation
- Krishnapatnam Port Company Ltd. - India
- Sarangani Energy Corporation, Philippines
- Cement Manufacturers Association - India
- Xindia Steels Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Karaikal Port Pvt Ltd - India
- Borneo Indobara - Indonesia
- Edison Trading Spa - Italy
- Iligan Light & Power Inc, Philippines
- Baramulti Group, Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Coal and Oil Company - UAE
- TNB Fuel Sdn Bhd - Malaysia
- Globalindo Alam Lestari - Indonesia
- Directorate Of Revenue Intelligence - India
- Indian Oil Corporation Limited
- Electricity Authority, New Zealand
- ICICI Bank Limited - India
- Lanco Infratech Ltd - India
- Indo Tambangraya Megah - Indonesia
- SMC Global Power, Philippines
- Economic Council, Georgia
- European Bulk Services B.V. - Netherlands
- Bhoruka Overseas - Indonesia
- Bukit Baiduri Energy - Indonesia
- Commonwealth Bank - Australia
- Maharashtra Electricity Regulatory Commission - India
- PTC India Limited - India
- Kapuas Tunggal Persada - Indonesia
- Global Green Power PLC Corporation, Philippines
- Marubeni Corporation - India
- Straits Asia Resources Limited - Singapore
- Coalindo Energy - Indonesia
- PowerSource Philippines DevCo
- Meralco Power Generation, Philippines
- Sree Jayajothi Cements Limited - India
- Sindya Power Generating Company Private Ltd
- Tamil Nadu electricity Board
- Bayan Resources Tbk. - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Gujarat Sidhee Cement - India
- Price Waterhouse Coopers - Russia
- Bhushan Steel Limited - India
- Bangladesh Power Developement Board
- Siam City Cement PLC, Thailand
- PNOC Exploration Corporation - Philippines
- Maheswari Brothers Coal Limited - India
- Central Java Power - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Aditya Birla Group - India
- Medco Energi Mining Internasional
- Eastern Coal Council - USA
- Kumho Petrochemical, South Korea
- Heidelberg Cement - Germany
- Ambuja Cements Ltd - India
- Oldendorff Carriers - Singapore
- Cigading International Bulk Terminal - Indonesia
- Bhatia International Limited - India
- Malabar Cements Ltd - India
- Interocean Group of Companies - India
- Gujarat Mineral Development Corp Ltd - India
- Australian Coal Association
- Thai Mozambique Logistica
- IEA Clean Coal Centre - UK
- Aboitiz Power Corporation - Philippines
- Madhucon Powers Ltd - India
- Romanian Commodities Exchange
- Tata Chemicals Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Semirara Mining and Power Corporation, Philippines
- Electricity Generating Authority of Thailand
- Banpu Public Company Limited - Thailand
- Kartika Selabumi Mining - Indonesia
- Chettinad Cement Corporation Ltd - India
- Goldman Sachs - Singapore
- Billiton Holdings Pty Ltd - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Barasentosa Lestari - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Gujarat Electricity Regulatory Commission - India
- Anglo American - United Kingdom
- Siam City Cement - Thailand
- Sakthi Sugars Limited - India
- Mintek Dendrill Indonesia
- VISA Power Limited - India
- Antam Resourcindo - Indonesia
- Posco Energy - South Korea
- Parliament of New Zealand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- IHS Mccloskey Coal Group - USA
- Manunggal Multi Energi - Indonesia
- Attock Cement Pakistan Limited
- CIMB Investment Bank - Malaysia
- Directorate General of MIneral and Coal - Indonesia
- White Energy Company Limited
- Ministry of Transport, Egypt
- Planning Commission, India
- Star Paper Mills Limited - India
- The State Trading Corporation of India Ltd
- London Commodity Brokers - England
- Eastern Energy - Thailand
- Standard Chartered Bank - UAE
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Makarim & Taira - Indonesia
- Kideco Jaya Agung - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Dalmia Cement Bharat India
- Toyota Tsusho Corporation, Japan
- Larsen & Toubro Limited - India
- Mercuria Energy - Indonesia
- Sical Logistics Limited - India
- Power Finance Corporation Ltd., India
- Deloitte Consulting - India
- Rashtriya Ispat Nigam Limited - India
- ASAPP Information Group - India
- Jaiprakash Power Ventures ltd
- SMG Consultants - Indonesia
- Mjunction Services Limited - India
- Wilmar Investment Holdings
- Petron Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Altura Mining Limited, Indonesia
- Bukit Makmur.PT - Indonesia
- Indian Energy Exchange, India
- Merrill Lynch Commodities Europe
- OPG Power Generation Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- Essar Steel Hazira Ltd - India
- Africa Commodities Group - South Africa
- Ceylon Electricity Board - Sri Lanka
- Independent Power Producers Association of India
- Indika Energy - Indonesia
- Pendopo Energi Batubara - Indonesia
- MS Steel International - UAE
- Kaltim Prima Coal - Indonesia
- Vizag Seaport Private Limited - India
- The University of Queensland
- Orica Australia Pty. Ltd.
- Salva Resources Pvt Ltd - India
- GMR Energy Limited - India
- Latin American Coal - Colombia
- Wood Mackenzie - Singapore
- Rio Tinto Coal - Australia
- Port Waratah Coal Services - Australia
- Singapore Mercantile Exchange
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