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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, 01 July 19
COAL DEMAND RISES, BUT REMAINS BELOW PEAK LEVELS - FORBES
This article is the third in a series on BP’s recently-released Statistical Review of World Energy 2019. The Review provides a comprehensive ...
Saturday, 29 June 19
ULTRAMAX: FROM SOUTHEAST ASIA MORE COAL WAS ENTERING THE MARKET - BALTIC BRIEFING
Capesize
The market showed variability over the past week, as most routes were active yet sentiment differed from region to region. The Pacific ...
Wednesday, 26 June 19
SHIPPING MARKET INSIGHT - INTERMODAL
As the first half of the year is almost over, it is worth looking back at the sale and purchase activity during these months, focusing on the segme ...
Tuesday, 25 June 19
THERMAL COAL FUTURES ON THE ZHENGSHOU EXCHANGE ROSE - DANIEL HYNES
Coal markets were buoyed by ongoing supply side issues.
According to Daniel Hynes, Senior Commodity Strategist of ANZ, the the ...
Monday, 24 June 19
KOMIPO INVITED BITUMINOUS COAL BIDS FOR BORYEONG & SHIN BORYEONG POWER PLANTS
South Korea state-owned utility Korea Midland Power (KOMIPO) issued a tender for 260,000 MT MT of min. 5700 NAR coal and 240,000 MT of min. 4,600 k ...
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- Karaikal Port Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- Coastal Gujarat Power Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Australian Commodity Traders Exchange
- Medco Energi Mining Internasional
- Ministry of Transport, Egypt
- Jaiprakash Power Ventures ltd
- Krishnapatnam Port Company Ltd. - India
- Georgia Ports Authority, United States
- Parry Sugars Refinery, India
- Cigading International Bulk Terminal - Indonesia
- Indonesian Coal Mining Association
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- Bayan Resources Tbk. - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kartika Selabumi Mining - Indonesia
- Petron Corporation, Philippines
- Lanco Infratech Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Straits Asia Resources Limited - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Gujarat Sidhee Cement - India
- Salva Resources Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Directorate General of MIneral and Coal - Indonesia
- Africa Commodities Group - South Africa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- PTC India Limited - India
- Binh Thuan Hamico - Vietnam
- Alfred C Toepfer International GmbH - Germany
- Timah Investasi Mineral - Indoneisa
- Xindia Steels Limited - India
- Energy Development Corp, Philippines
- Essar Steel Hazira Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Samtan Co., Ltd - South Korea
- Bhatia International Limited - India
- Tata Chemicals Ltd - India
- Kumho Petrochemical, South Korea
- Mercator Lines Limited - India
- Central Electricity Authority - India
- Indogreen Group - Indonesia
- Simpson Spence & Young - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- SMC Global Power, Philippines
- Electricity Generating Authority of Thailand
- Karbindo Abesyapradhi - Indoneisa
- Thiess Contractors Indonesia
- MS Steel International - UAE
- Dalmia Cement Bharat India
- Jorong Barutama Greston.PT - Indonesia
- Videocon Industries ltd - India
- LBH Netherlands Bv - Netherlands
- Bukit Baiduri Energy - Indonesia
- Directorate Of Revenue Intelligence - India
- Savvy Resources Ltd - HongKong
- Renaissance Capital - South Africa
- Sree Jayajothi Cements Limited - India
- Bangladesh Power Developement Board
- Sindya Power Generating Company Private Ltd
- IHS Mccloskey Coal Group - USA
- Vedanta Resources Plc - India
- Baramulti Group, Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Jindal Steel & Power Ltd - India
- VISA Power Limited - India
- Riau Bara Harum - Indonesia
- TeaM Sual Corporation - Philippines
- GMR Energy Limited - India
- Therma Luzon, Inc, Philippines
- Indian Oil Corporation Limited
- Latin American Coal - Colombia
- Iligan Light & Power Inc, Philippines
- Madhucon Powers Ltd - India
- London Commodity Brokers - England
- Holcim Trading Pte Ltd - Singapore
- PNOC Exploration Corporation - Philippines
- Kepco SPC Power Corporation, Philippines
- McConnell Dowell - Australia
- Global Green Power PLC Corporation, Philippines
- Standard Chartered Bank - UAE
- GVK Power & Infra Limited - India
- Grasim Industreis Ltd - India
- Bharathi Cement Corporation - India
- Gujarat Electricity Regulatory Commission - India
- Commonwealth Bank - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Siam City Cement PLC, Thailand
- Sojitz Corporation - Japan
- Chettinad Cement Corporation Ltd - India
- Ministry of Finance - Indonesia
- GAC Shipping (India) Pvt Ltd
- Global Coal Blending Company Limited - Australia
- Mjunction Services Limited - India
- Electricity Authority, New Zealand
- Price Waterhouse Coopers - Russia
- Intertek Mineral Services - Indonesia
- Semirara Mining Corp, Philippines
- Singapore Mercantile Exchange
- Eastern Coal Council - USA
- Sical Logistics Limited - India
- Antam Resourcindo - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Carbofer General Trading SA - India
- Edison Trading Spa - Italy
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Economic Council, Georgia
- Bhushan Steel Limited - India
- Mintek Dendrill Indonesia
- Globalindo Alam Lestari - Indonesia
- Oldendorff Carriers - Singapore
- Meralco Power Generation, Philippines
- Romanian Commodities Exchange
- ASAPP Information Group - India
- Ambuja Cements Ltd - India
- Meenaskhi Energy Private Limited - India
- Eastern Energy - Thailand
- Minerals Council of Australia
- Malabar Cements Ltd - India
- Borneo Indobara - Indonesia
- SMG Consultants - Indonesia
- Bhoruka Overseas - Indonesia
- Orica Mining Services - Indonesia
- Posco Energy - South Korea
- Vijayanagar Sugar Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Asmin Koalindo Tuhup - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Interocean Group of Companies - India
- International Coal Ventures Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- GN Power Mariveles Coal Plant, Philippines
- European Bulk Services B.V. - Netherlands
- Wood Mackenzie - Singapore
- Star Paper Mills Limited - India
- The State Trading Corporation of India Ltd
- Sakthi Sugars Limited - India
- Gujarat Mineral Development Corp Ltd - India
- South Luzon Thermal Energy Corporation
- AsiaOL BioFuels Corp., Philippines
- Pendopo Energi Batubara - Indonesia
- OPG Power Generation Pvt Ltd - India
- Independent Power Producers Association of India
- Planning Commission, India
- Kobexindo Tractors - Indoneisa
- Siam City Cement - Thailand
- Port Waratah Coal Services - Australia
- Sinarmas Energy and Mining - Indonesia
- Maheswari Brothers Coal Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Global Business Power Corporation, Philippines
- Trasteel International SA, Italy
- White Energy Company Limited
- Billiton Holdings Pty Ltd - Australia
- Makarim & Taira - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bukit Asam (Persero) Tbk - Indonesia
- Uttam Galva Steels Limited - India
- Metalloyd Limited - United Kingdom
- Orica Australia Pty. Ltd.
- Ceylon Electricity Board - Sri Lanka
- Goldman Sachs - Singapore
- Attock Cement Pakistan Limited
- Agrawal Coal Company - India
- Indika Energy - Indonesia
- Australian Coal Association
- Energy Link Ltd, New Zealand
- Power Finance Corporation Ltd., India
- Deloitte Consulting - India
- Chamber of Mines of South Africa
- San Jose City I Power Corp, Philippines
- New Zealand Coal & Carbon
- The University of Queensland
- Ministry of Mines - Canada
- Central Java Power - Indonesia
- Heidelberg Cement - Germany
- Tamil Nadu electricity Board
- Altura Mining Limited, Indonesia
- Formosa Plastics Group - Taiwan
- Thai Mozambique Logistica
- Bukit Makmur.PT - Indonesia
- Sarangani Energy Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Cement Manufacturers Association - India
- Indian Energy Exchange, India
- Kaltim Prima Coal - Indonesia
- PowerSource Philippines DevCo
- Larsen & Toubro Limited - India
- Mercuria Energy - Indonesia
- Rio Tinto Coal - Australia
- Aboitiz Power Corporation - Philippines
- CNBM International Corporation - China
- Kapuas Tunggal Persada - Indonesia
- Manunggal Multi Energi - Indonesia
- Parliament of New Zealand
- Coal and Oil Company - UAE
- Kideco Jaya Agung - Indonesia
- CIMB Investment Bank - Malaysia
- Merrill Lynch Commodities Europe
- Neyveli Lignite Corporation Ltd, - India
- Aditya Birla Group - India
- Vizag Seaport Private Limited - India
- Wilmar Investment Holdings
- Coalindo Energy - Indonesia
- Indo Tambangraya Megah - Indonesia
- Rashtriya Ispat Nigam Limited - India
- SN Aboitiz Power Inc, Philippines
- Ind-Barath Power Infra Limited - India
- IEA Clean Coal Centre - UK
- Anglo American - United Kingdom
- India Bulls Power Limited - India
- ICICI Bank Limited - India
- The Treasury - Australian Government
- Marubeni Corporation - India
- Barasentosa Lestari - Indonesia
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