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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, 24 December 18
DRY BULK MARKET: CAPESIZE MARKET ON BACKFOOT AS 2018'S END DRAWS NEAR - THE BALTIC BRIEFING
Capesize
Panic set in in the East as the holiday season approaches, with owners chasing rates lower. Rates on the key West Australia/China route ...
Friday, 21 December 18
4.2 MILLION DWT OF DRY BULK SHIPS SCRAPPED UNTIL 17 DEC, DOWN 71.6% Y/Y - BIMCO
2018 has been a slow year for dry bulk demolitions, with only 4.2 million DWT scrapped (as of 17 December), down 71.6% compared to last year. An al ...
Thursday, 20 December 18
INDONESIAN COAL PRICES DIVERGE FROM KEY BENCHMARK - FITCH RATINGS
The Newcastle 6,000kcal coal price benchmark that is widely used to determine most coal price estimates for Indonesian coal miners has increasingly ...
Wednesday, 19 December 18
CHINA'S IMPORT RESTRICTIONS ON COAL SPOILS THE PARTY FOR PANAMAXES - DREWRY
The Chinese government’s objective of suppressing coal and lignite imports in November and December 2018 is adversely impacting demand for Pa ...
Wednesday, 19 December 18
GLOBAL COAL DEMAND SET TO REMAIN STABLE THROUGH 2023, DESPITE HEADWINDS - IEA
While global coal demand looks set to rise for the second year in a row in 2018, it is forecast to remain stable over the next five years, as decli ...
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Showing 1516 to 1520 news of total 6871 |
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- Global Coal Blending Company Limited - Australia
- Renaissance Capital - South Africa
- IEA Clean Coal Centre - UK
- Indonesian Coal Mining Association
- Sakthi Sugars Limited - India
- Power Finance Corporation Ltd., India
- South Luzon Thermal Energy Corporation
- India Bulls Power Limited - India
- European Bulk Services B.V. - Netherlands
- Bhatia International Limited - India
- Meenaskhi Energy Private Limited - India
- Thiess Contractors Indonesia
- Essar Steel Hazira Ltd - India
- Siam City Cement - Thailand
- Alfred C Toepfer International GmbH - Germany
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Merrill Lynch Commodities Europe
- Mercator Lines Limited - India
- GMR Energy Limited - India
- Rashtriya Ispat Nigam Limited - India
- Thai Mozambique Logistica
- Bharathi Cement Corporation - India
- Kobexindo Tractors - Indoneisa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Simpson Spence & Young - Indonesia
- Mjunction Services Limited - India
- Central Electricity Authority - India
- Gujarat Electricity Regulatory Commission - India
- Kohat Cement Company Ltd. - Pakistan
- Indian Energy Exchange, India
- Tamil Nadu electricity Board
- Jorong Barutama Greston.PT - Indonesia
- Mintek Dendrill Indonesia
- Lanco Infratech Ltd - India
- Minerals Council of Australia
- Coastal Gujarat Power Limited - India
- Oldendorff Carriers - Singapore
- Jindal Steel & Power Ltd - India
- Chettinad Cement Corporation Ltd - India
- Deloitte Consulting - India
- Formosa Plastics Group - Taiwan
- Timah Investasi Mineral - Indoneisa
- Binh Thuan Hamico - Vietnam
- Larsen & Toubro Limited - India
- Uttam Galva Steels Limited - India
- PTC India Limited - India
- Africa Commodities Group - South Africa
- Manunggal Multi Energi - Indonesia
- Georgia Ports Authority, United States
- VISA Power Limited - India
- Singapore Mercantile Exchange
- IHS Mccloskey Coal Group - USA
- Kideco Jaya Agung - Indonesia
- Bangladesh Power Developement Board
- Indika Energy - Indonesia
- Vizag Seaport Private Limited - India
- PowerSource Philippines DevCo
- SN Aboitiz Power Inc, Philippines
- McConnell Dowell - Australia
- San Jose City I Power Corp, Philippines
- Attock Cement Pakistan Limited
- Edison Trading Spa - Italy
- Directorate General of MIneral and Coal - Indonesia
- Standard Chartered Bank - UAE
- Intertek Mineral Services - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Riau Bara Harum - Indonesia
- The State Trading Corporation of India Ltd
- Grasim Industreis Ltd - India
- Videocon Industries ltd - India
- Dalmia Cement Bharat India
- Orica Mining Services - Indonesia
- Toyota Tsusho Corporation, Japan
- Star Paper Mills Limited - India
- Karaikal Port Pvt Ltd - India
- Cement Manufacturers Association - India
- Kapuas Tunggal Persada - Indonesia
- The Treasury - Australian Government
- Banpu Public Company Limited - Thailand
- Bayan Resources Tbk. - Indonesia
- OPG Power Generation Pvt Ltd - India
- Semirara Mining Corp, Philippines
- White Energy Company Limited
- ASAPP Information Group - India
- Ceylon Electricity Board - Sri Lanka
- Directorate Of Revenue Intelligence - India
- Parliament of New Zealand
- Kalimantan Lumbung Energi - Indonesia
- GVK Power & Infra Limited - India
- Global Business Power Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Indo Tambangraya Megah - Indonesia
- Sojitz Corporation - Japan
- Central Java Power - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- MS Steel International - UAE
- Ministry of Mines - Canada
- Marubeni Corporation - India
- Trasteel International SA, Italy
- Kartika Selabumi Mining - Indonesia
- Petron Corporation, Philippines
- Aditya Birla Group - India
- The University of Queensland
- ICICI Bank Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Makarim & Taira - Indonesia
- Tata Chemicals Ltd - India
- Indian Oil Corporation Limited
- Madhucon Powers Ltd - India
- Iligan Light & Power Inc, Philippines
- Electricity Generating Authority of Thailand
- Ministry of Transport, Egypt
- Bahari Cakrawala Sebuku - Indonesia
- Jaiprakash Power Ventures ltd
- PetroVietnam Power Coal Import and Supply Company
- Metalloyd Limited - United Kingdom
- Gujarat Sidhee Cement - India
- Pendopo Energi Batubara - Indonesia
- Medco Energi Mining Internasional
- Orica Australia Pty. Ltd.
- Bukit Makmur.PT - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Barasentosa Lestari - Indonesia
- Interocean Group of Companies - India
- Siam City Cement PLC, Thailand
- Kaltim Prima Coal - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Energy Development Corp, Philippines
- Global Green Power PLC Corporation, Philippines
- Ind-Barath Power Infra Limited - India
- Wood Mackenzie - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Globalindo Alam Lestari - Indonesia
- Goldman Sachs - Singapore
- SMC Global Power, Philippines
- Coal and Oil Company - UAE
- Salva Resources Pvt Ltd - India
- Ministry of Finance - Indonesia
- Energy Link Ltd, New Zealand
- PNOC Exploration Corporation - Philippines
- Independent Power Producers Association of India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Borneo Indobara - Indonesia
- Australian Coal Association
- Maharashtra Electricity Regulatory Commission - India
- London Commodity Brokers - England
- Electricity Authority, New Zealand
- Australian Commodity Traders Exchange
- Indogreen Group - Indonesia
- LBH Netherlands Bv - Netherlands
- Baramulti Group, Indonesia
- Romanian Commodities Exchange
- Sindya Power Generating Company Private Ltd
- GAC Shipping (India) Pvt Ltd
- Karbindo Abesyapradhi - Indoneisa
- Rio Tinto Coal - Australia
- CNBM International Corporation - China
- Coalindo Energy - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Krishnapatnam Port Company Ltd. - India
- Sree Jayajothi Cements Limited - India
- Eastern Energy - Thailand
- Kepco SPC Power Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Heidelberg Cement - Germany
- Samtan Co., Ltd - South Korea
- Semirara Mining and Power Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Chamber of Mines of South Africa
- Port Waratah Coal Services - Australia
- Miang Besar Coal Terminal - Indonesia
- Bhushan Steel Limited - India
- Maheswari Brothers Coal Limited - India
- Eastern Coal Council - USA
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Economic Council, Georgia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Vedanta Resources Plc - India
- Commonwealth Bank - Australia
- Savvy Resources Ltd - HongKong
- Wilmar Investment Holdings
- International Coal Ventures Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- Sical Logistics Limited - India
- New Zealand Coal & Carbon
- Mercuria Energy - Indonesia
- Posco Energy - South Korea
- Anglo American - United Kingdom
- Petrochimia International Co. Ltd.- Taiwan
- AsiaOL BioFuels Corp., Philippines
- Meralco Power Generation, Philippines
- Carbofer General Trading SA - India
- TeaM Sual Corporation - Philippines
- Latin American Coal - Colombia
- Aboitiz Power Corporation - Philippines
- Gujarat Mineral Development Corp Ltd - India
- Therma Luzon, Inc, Philippines
- Price Waterhouse Coopers - Russia
- Altura Mining Limited, Indonesia
- Bukit Baiduri Energy - Indonesia
- Bulk Trading Sa - Switzerland
- Xindia Steels Limited - India
- SMG Consultants - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Planning Commission, India
- Agrawal Coal Company - India
- Asmin Koalindo Tuhup - Indonesia
- Malabar Cements Ltd - India
- CIMB Investment Bank - Malaysia
- Sarangani Energy Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Kumho Petrochemical, South Korea
- Bhoruka Overseas - Indonesia
- Ambuja Cements Ltd - India
- Antam Resourcindo - Indonesia
- Parry Sugars Refinery, India
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