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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, 12 June 19
SHIPPING MARKET INSIGHT - INTERMODAL
This year’s tanker S&P activity keeps edging higher compared to the same period in 2018. Year to date we have seen some 143 ships, rangin ...
Tuesday, 11 June 19
INDONESIAN COAL PRICE REFERENCE SET AT $81.48 PER TON IN JUNE, DOWN 15.66 PERCENT YEAR-ON-YEAR
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down again the benchmark price of Indonesian th ...
Monday, 10 June 19
CONSECUTIVE OWNERS OF CARGO: WHO HOLDS TITLE AND THE RIGHT TO SUE? - COLIN BIGGERS & PAISLEY
KNOWLEDGE TO ELEVATE
In Tritton Resources Pty Ltd v Ever Rock Navigation S.A. [2019] FCA 276, the Federal Court considered the application of ...
Monday, 10 June 19
KOSPO INVITES BIDS FOR 1,305,000 MT OF MIN 5600 KCAL/KG NCV COAL FOR SEPT 2019 TO DEC 2021
COALspot.com: South Korea state-owned utility Korea Southern Power Co. Ltd (KOSPO) issued a tender for 435,000 MT (per year) of max 5,600 kcal/kg N ...
Sunday, 09 June 19
SUPRAMAX: ASIA LOST GROUND; THE INDIAN OCEAN SAW SLOWER ACTIVITY - BALTIC BRIEFING
Capesize
The market continued in an unusually steady ascent last week. With no major news in the market, each day improved on the last, breakin ...
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Showing 1386 to 1390 news of total 6871 |
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- Oldendorff Carriers - Singapore
- Central Electricity Authority - India
- Mercator Lines Limited - India
- The State Trading Corporation of India Ltd
- Bharathi Cement Corporation - India
- VISA Power Limited - India
- Indo Tambangraya Megah - Indonesia
- Petron Corporation, Philippines
- Attock Cement Pakistan Limited
- Orica Mining Services - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Cigading International Bulk Terminal - Indonesia
- ICICI Bank Limited - India
- Sinarmas Energy and Mining - Indonesia
- Kepco SPC Power Corporation, Philippines
- South Luzon Thermal Energy Corporation
- Rio Tinto Coal - Australia
- Kapuas Tunggal Persada - Indonesia
- Africa Commodities Group - South Africa
- The University of Queensland
- Banpu Public Company Limited - Thailand
- PNOC Exploration Corporation - Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Manunggal Multi Energi - Indonesia
- Anglo American - United Kingdom
- Aboitiz Power Corporation - Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Karaikal Port Pvt Ltd - India
- Makarim & Taira - Indonesia
- Renaissance Capital - South Africa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Borneo Indobara - Indonesia
- Central Java Power - Indonesia
- Maheswari Brothers Coal Limited - India
- Ministry of Mines - Canada
- Leighton Contractors Pty Ltd - Australia
- Directorate Of Revenue Intelligence - India
- LBH Netherlands Bv - Netherlands
- Petrochimia International Co. Ltd.- Taiwan
- Semirara Mining Corp, Philippines
- Standard Chartered Bank - UAE
- Kartika Selabumi Mining - Indonesia
- Tamil Nadu electricity Board
- GMR Energy Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Barasentosa Lestari - Indonesia
- New Zealand Coal & Carbon
- GVK Power & Infra Limited - India
- Meralco Power Generation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Malabar Cements Ltd - India
- Parry Sugars Refinery, India
- Commonwealth Bank - Australia
- Jindal Steel & Power Ltd - India
- Price Waterhouse Coopers - Russia
- Gujarat Sidhee Cement - India
- Marubeni Corporation - India
- Cement Manufacturers Association - India
- SMC Global Power, Philippines
- Toyota Tsusho Corporation, Japan
- Singapore Mercantile Exchange
- Eastern Coal Council - USA
- MS Steel International - UAE
- Goldman Sachs - Singapore
- Georgia Ports Authority, United States
- Global Business Power Corporation, Philippines
- Wilmar Investment Holdings
- International Coal Ventures Pvt Ltd - India
- Agrawal Coal Company - India
- Pipit Mutiara Jaya. PT, Indonesia
- Vizag Seaport Private Limited - India
- Independent Power Producers Association of India
- Mercuria Energy - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Altura Mining Limited, Indonesia
- London Commodity Brokers - England
- Aditya Birla Group - India
- Baramulti Group, Indonesia
- Coal and Oil Company - UAE
- Parliament of New Zealand
- Kohat Cement Company Ltd. - Pakistan
- Kobexindo Tractors - Indoneisa
- CNBM International Corporation - China
- Bulk Trading Sa - Switzerland
- Bukit Baiduri Energy - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Thai Mozambique Logistica
- Sindya Power Generating Company Private Ltd
- Mjunction Services Limited - India
- Ambuja Cements Ltd - India
- Energy Link Ltd, New Zealand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sakthi Sugars Limited - India
- Bhushan Steel Limited - India
- Lanco Infratech Ltd - India
- Trasteel International SA, Italy
- Chamber of Mines of South Africa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kideco Jaya Agung - Indonesia
- Interocean Group of Companies - India
- Semirara Mining and Power Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- McConnell Dowell - Australia
- Formosa Plastics Group - Taiwan
- Binh Thuan Hamico - Vietnam
- Eastern Energy - Thailand
- Holcim Trading Pte Ltd - Singapore
- Power Finance Corporation Ltd., India
- Vedanta Resources Plc - India
- Madhucon Powers Ltd - India
- PTC India Limited - India
- ASAPP Information Group - India
- Wood Mackenzie - Singapore
- Indika Energy - Indonesia
- Global Green Power PLC Corporation, Philippines
- Thiess Contractors Indonesia
- IHS Mccloskey Coal Group - USA
- Iligan Light & Power Inc, Philippines
- India Bulls Power Limited - India
- San Jose City I Power Corp, Philippines
- Uttam Galva Steels Limited - India
- European Bulk Services B.V. - Netherlands
- Indian Oil Corporation Limited
- Globalindo Alam Lestari - Indonesia
- Xindia Steels Limited - India
- Energy Development Corp, Philippines
- Global Coal Blending Company Limited - Australia
- Miang Besar Coal Terminal - Indonesia
- Sical Logistics Limited - India
- Indogreen Group - Indonesia
- The Treasury - Australian Government
- Coastal Gujarat Power Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Indian Energy Exchange, India
- Planning Commission, India
- Sarangani Energy Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Ind-Barath Power Infra Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Savvy Resources Ltd - HongKong
- Coalindo Energy - Indonesia
- Posco Energy - South Korea
- Antam Resourcindo - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Sojitz Corporation - Japan
- Directorate General of MIneral and Coal - Indonesia
- Economic Council, Georgia
- Merrill Lynch Commodities Europe
- PowerSource Philippines DevCo
- Simpson Spence & Young - Indonesia
- Bayan Resources Tbk. - Indonesia
- Straits Asia Resources Limited - Singapore
- Ministry of Transport, Egypt
- Kaltim Prima Coal - Indonesia
- Meenaskhi Energy Private Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Deloitte Consulting - India
- Latin American Coal - Colombia
- Heidelberg Cement - Germany
- Rashtriya Ispat Nigam Limited - India
- Asmin Koalindo Tuhup - Indonesia
- SMG Consultants - Indonesia
- Essar Steel Hazira Ltd - India
- GAC Shipping (India) Pvt Ltd
- SN Aboitiz Power Inc, Philippines
- AsiaOL BioFuels Corp., Philippines
- Bukit Makmur.PT - Indonesia
- Indonesian Coal Mining Association
- Electricity Authority, New Zealand
- Metalloyd Limited - United Kingdom
- Chettinad Cement Corporation Ltd - India
- Carbofer General Trading SA - India
- White Energy Company Limited
- Edison Trading Spa - Italy
- Siam City Cement - Thailand
- TeaM Sual Corporation - Philippines
- Jaiprakash Power Ventures ltd
- Intertek Mineral Services - Indonesia
- Bangladesh Power Developement Board
- Salva Resources Pvt Ltd - India
- Australian Commodity Traders Exchange
- Electricity Generating Authority of Thailand
- Alfred C Toepfer International GmbH - Germany
- Pendopo Energi Batubara - Indonesia
- Star Paper Mills Limited - India
- CIMB Investment Bank - Malaysia
- Timah Investasi Mineral - Indoneisa
- Vijayanagar Sugar Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Bhoruka Overseas - Indonesia
- Mintek Dendrill Indonesia
- Medco Energi Mining Internasional
- Ministry of Finance - Indonesia
- Orica Australia Pty. Ltd.
- Therma Luzon, Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Riau Bara Harum - Indonesia
- IEA Clean Coal Centre - UK
- Larsen & Toubro Limited - India
- Port Waratah Coal Services - Australia
- Videocon Industries ltd - India
- Australian Coal Association
- Minerals Council of Australia
- Dalmia Cement Bharat India
- Kumho Petrochemical, South Korea
- Romanian Commodities Exchange
- Samtan Co., Ltd - South Korea
- Sree Jayajothi Cements Limited - India
- Tata Chemicals Ltd - India
- OPG Power Generation Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Maharashtra Electricity Regulatory Commission - India
- Bhatia International Limited - India
- Grasim Industreis Ltd - India
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