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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, 17 April 19
LNG WESTERN AFRICA CONFERENCE 2019
The only LNG Focus Platform to Accelerate Investment and Cooperation in Western African Countries
LNG Western Africa Conference 2019 ...
Saturday, 13 April 19
IMO 2020 - DON'T SCRUB IT! - IVAR MYKLEBUST
KNOWLEDGE TO ELEVATE
Höegh Autoliners stands firm on its decision not to implement scrubbers but comply with the IMO 2020 regulations by ...
Saturday, 13 April 19
CAPESIZE: WEST AUSTRALIA TO CHINA IRON ORE CARGOES LIFTING FROM $4.60 PMT TO ABOVE $5.00 - BALTIC BRIEFING
Capesize
The market saw a steep ascent from the depths of last week. The Baltic Capesize Index (BCI) 5TC opened on Monday at $5,099, although b ...
Friday, 12 April 19
OIL MARKET REPORT: MIXED SIGNALS - IEA
The huge increase in oil production we saw in 2H18 has reversed following the implementation of the new Vienna Agreement and the increasing effecti ...
Friday, 12 April 19
OFFSHORE MENA CONGRESS 2019
Offshore MENA Congress 2019
Event Date : 11-12th Jun. 2019
Location : Cairo, Egypt
Offshore MENA Congress 2019 Offshor ...
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- SMG Consultants - Indonesia
- Posco Energy - South Korea
- Sree Jayajothi Cements Limited - India
- PTC India Limited - India
- Marubeni Corporation - India
- Global Business Power Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Deloitte Consulting - India
- New Zealand Coal & Carbon
- Baramulti Group, Indonesia
- LBH Netherlands Bv - Netherlands
- Siam City Cement - Thailand
- Coal and Oil Company - UAE
- Indogreen Group - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Wood Mackenzie - Singapore
- Renaissance Capital - South Africa
- Tamil Nadu electricity Board
- Vijayanagar Sugar Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Interocean Group of Companies - India
- Dalmia Cement Bharat India
- Thiess Contractors Indonesia
- Ministry of Mines - Canada
- Videocon Industries ltd - India
- Essar Steel Hazira Ltd - India
- Toyota Tsusho Corporation, Japan
- ASAPP Information Group - India
- VISA Power Limited - India
- Port Waratah Coal Services - Australia
- The University of Queensland
- Sakthi Sugars Limited - India
- Aboitiz Power Corporation - Philippines
- Kideco Jaya Agung - Indonesia
- Georgia Ports Authority, United States
- Mercator Lines Limited - India
- Directorate Of Revenue Intelligence - India
- Rashtriya Ispat Nigam Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Oldendorff Carriers - Singapore
- Intertek Mineral Services - Indonesia
- Indika Energy - Indonesia
- Orica Australia Pty. Ltd.
- GVK Power & Infra Limited - India
- MS Steel International - UAE
- IHS Mccloskey Coal Group - USA
- Chamber of Mines of South Africa
- Sojitz Corporation - Japan
- Therma Luzon, Inc, Philippines
- Manunggal Multi Energi - Indonesia
- Gujarat Sidhee Cement - India
- Economic Council, Georgia
- Bukit Asam (Persero) Tbk - Indonesia
- White Energy Company Limited
- Xindia Steels Limited - India
- Carbofer General Trading SA - India
- SN Aboitiz Power Inc, Philippines
- CNBM International Corporation - China
- Altura Mining Limited, Indonesia
- Straits Asia Resources Limited - Singapore
- TeaM Sual Corporation - Philippines
- Sindya Power Generating Company Private Ltd
- European Bulk Services B.V. - Netherlands
- London Commodity Brokers - England
- Malabar Cements Ltd - India
- Coastal Gujarat Power Limited - India
- Mintek Dendrill Indonesia
- Krishnapatnam Port Company Ltd. - India
- Jorong Barutama Greston.PT - Indonesia
- Ministry of Transport, Egypt
- Mjunction Services Limited - India
- Maheswari Brothers Coal Limited - India
- Miang Besar Coal Terminal - Indonesia
- Meralco Power Generation, Philippines
- SMC Global Power, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Kepco SPC Power Corporation, Philippines
- Vizag Seaport Private Limited - India
- Central Java Power - Indonesia
- Planning Commission, India
- Trasteel International SA, Italy
- Electricity Authority, New Zealand
- Anglo American - United Kingdom
- Sical Logistics Limited - India
- Orica Mining Services - Indonesia
- Heidelberg Cement - Germany
- Sarangani Energy Corporation, Philippines
- Antam Resourcindo - Indonesia
- Indian Oil Corporation Limited
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Rio Tinto Coal - Australia
- Attock Cement Pakistan Limited
- Gujarat Mineral Development Corp Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- McConnell Dowell - Australia
- Medco Energi Mining Internasional
- Commonwealth Bank - Australia
- Goldman Sachs - Singapore
- Uttam Galva Steels Limited - India
- GMR Energy Limited - India
- Agrawal Coal Company - India
- Wilmar Investment Holdings
- Global Green Power PLC Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Africa Commodities Group - South Africa
- Bukit Baiduri Energy - Indonesia
- Power Finance Corporation Ltd., India
- Bayan Resources Tbk. - Indonesia
- Minerals Council of Australia
- Mercuria Energy - Indonesia
- Vedanta Resources Plc - India
- Binh Thuan Hamico - Vietnam
- ICICI Bank Limited - India
- Kohat Cement Company Ltd. - Pakistan
- The Treasury - Australian Government
- South Luzon Thermal Energy Corporation
- Tata Chemicals Ltd - India
- Semirara Mining Corp, Philippines
- OPG Power Generation Pvt Ltd - India
- Indian Energy Exchange, India
- Parliament of New Zealand
- Bhatia International Limited - India
- Formosa Plastics Group - Taiwan
- Singapore Mercantile Exchange
- AsiaOL BioFuels Corp., Philippines
- GAC Shipping (India) Pvt Ltd
- Barasentosa Lestari - Indonesia
- Kumho Petrochemical, South Korea
- Australian Coal Association
- Madhucon Powers Ltd - India
- Simpson Spence & Young - Indonesia
- Romanian Commodities Exchange
- Cement Manufacturers Association - India
- San Jose City I Power Corp, Philippines
- Holcim Trading Pte Ltd - Singapore
- Samtan Co., Ltd - South Korea
- Australian Commodity Traders Exchange
- Leighton Contractors Pty Ltd - Australia
- Bharathi Cement Corporation - India
- Timah Investasi Mineral - Indoneisa
- Thai Mozambique Logistica
- Electricity Generating Authority of Thailand
- Ind-Barath Power Infra Limited - India
- Energy Link Ltd, New Zealand
- Central Electricity Authority - India
- Kartika Selabumi Mining - Indonesia
- Eastern Energy - Thailand
- Edison Trading Spa - Italy
- Bulk Trading Sa - Switzerland
- Jindal Steel & Power Ltd - India
- Independent Power Producers Association of India
- Bhoruka Overseas - Indonesia
- Latin American Coal - Colombia
- Billiton Holdings Pty Ltd - Australia
- Lanco Infratech Ltd - India
- IEA Clean Coal Centre - UK
- Asmin Koalindo Tuhup - Indonesia
- Petron Corporation, Philippines
- PowerSource Philippines DevCo
- Semirara Mining and Power Corporation, Philippines
- Ministry of Finance - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Gujarat Electricity Regulatory Commission - India
- Metalloyd Limited - United Kingdom
- Pendopo Energi Batubara - Indonesia
- Indonesian Coal Mining Association
- Kaltim Prima Coal - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bukit Makmur.PT - Indonesia
- Banpu Public Company Limited - Thailand
- Savvy Resources Ltd - HongKong
- Salva Resources Pvt Ltd - India
- Makarim & Taira - Indonesia
- Globalindo Alam Lestari - Indonesia
- Coalindo Energy - Indonesia
- International Coal Ventures Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- Ambuja Cements Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kapuas Tunggal Persada - Indonesia
- Larsen & Toubro Limited - India
- Energy Development Corp, Philippines
- Siam City Cement PLC, Thailand
- Karbindo Abesyapradhi - Indoneisa
- PNOC Exploration Corporation - Philippines
- Sinarmas Energy and Mining - Indonesia
- Global Coal Blending Company Limited - Australia
- Meenaskhi Energy Private Limited - India
- Karaikal Port Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Borneo Indobara - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Standard Chartered Bank - UAE
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- India Bulls Power Limited - India
- Kobexindo Tractors - Indoneisa
- Riau Bara Harum - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Grasim Industreis Ltd - India
- Chettinad Cement Corporation Ltd - India
- Merrill Lynch Commodities Europe
- Bank of Tokyo Mitsubishi UFJ Ltd
- Eastern Coal Council - USA
- Aditya Birla Group - India
- Cigading International Bulk Terminal - Indonesia
- The State Trading Corporation of India Ltd
- Jaiprakash Power Ventures ltd
- CIMB Investment Bank - Malaysia
- Iligan Light & Power Inc, Philippines
- Bangladesh Power Developement Board
- Parry Sugars Refinery, India
- Star Paper Mills Limited - India
- Bhushan Steel Limited - India
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