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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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Tuesday, 18 December 18
TOBA BARA ACQUIRES SHARES OF PT BATU HITAM PERKASA
PT Toba Bara Sejahtra Tbk, through its subsidiary PT Toba Bara Energi (“TBE”), has acquired shares ...
Monday, 17 December 18
SUPRAMAX THERE WAS STRONGER DEMAND FROM SOUTHEAST ASIA, WITH MORE COAL BEING SHIPPED - BALTIC BRIEFING
Capesize
A positive end to last week after a somewhat uncertain start as some gains made were eroded. Rates recovered later for West Australia/ ...
Monday, 17 December 18
SOUTH KOREA STATE-OWNED UTILITY KOREA EAST-WEST POWER CO. LTD ISSUED A TENDER FOR MAX 3.220 MILLION TONS OF 4200 TO 5900 NAR COAL
COALspot.com: South Korea state-owned utility Korea East-West Power Co. Ltd (EWP) issued a tender for max 3,220,000 Metric Tons of coal to be loade ...
Saturday, 15 December 18
COMING CHANGES IN MARINE FUEL SULFUR LIMITS WILL AFFECT GLOBAL OIL MARKETS - EIA
International regulations limiting sulfur in fuels for ocean-going vessels, set to take effect in January 2020, have implications for vessel operat ...
Friday, 14 December 18
KOSPO INVITED BIDS FOR 320,000 MT OF LOW CALORIFIC VALUE COAL
COALspot.com: South Korea state-owned utility Korea Southern Power Co. Ltd (KOSPO) issued a tender for 320,000 MT of min 4,300 kcal/kg NCV coal per ...
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Showing 1526 to 1530 news of total 6871 |
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- Dalmia Cement Bharat India
- Edison Trading Spa - Italy
- Renaissance Capital - South Africa
- Alfred C Toepfer International GmbH - Germany
- Agrawal Coal Company - India
- Rashtriya Ispat Nigam Limited - India
- Goldman Sachs - Singapore
- Ceylon Electricity Board - Sri Lanka
- PTC India Limited - India
- Simpson Spence & Young - Indonesia
- Kartika Selabumi Mining - Indonesia
- Indika Energy - Indonesia
- Heidelberg Cement - Germany
- Attock Cement Pakistan Limited
- Neyveli Lignite Corporation Ltd, - India
- Thiess Contractors Indonesia
- CNBM International Corporation - China
- Jorong Barutama Greston.PT - Indonesia
- Standard Chartered Bank - UAE
- Star Paper Mills Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Deloitte Consulting - India
- Ambuja Cements Ltd - India
- Energy Link Ltd, New Zealand
- Planning Commission, India
- Formosa Plastics Group - Taiwan
- SN Aboitiz Power Inc, Philippines
- Latin American Coal - Colombia
- Coalindo Energy - Indonesia
- Economic Council, Georgia
- Kideco Jaya Agung - Indonesia
- Straits Asia Resources Limited - Singapore
- Sinarmas Energy and Mining - Indonesia
- Antam Resourcindo - Indonesia
- Global Green Power PLC Corporation, Philippines
- Energy Development Corp, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Port Waratah Coal Services - Australia
- Billiton Holdings Pty Ltd - Australia
- Sical Logistics Limited - India
- ICICI Bank Limited - India
- Bangladesh Power Developement Board
- TNB Fuel Sdn Bhd - Malaysia
- Lanco Infratech Ltd - India
- Chamber of Mines of South Africa
- Bulk Trading Sa - Switzerland
- Petrochimia International Co. Ltd.- Taiwan
- Wilmar Investment Holdings
- Aditya Birla Group - India
- Sindya Power Generating Company Private Ltd
- Iligan Light & Power Inc, Philippines
- Sakthi Sugars Limited - India
- Gujarat Electricity Regulatory Commission - India
- Grasim Industreis Ltd - India
- IEA Clean Coal Centre - UK
- Gujarat Mineral Development Corp Ltd - India
- Borneo Indobara - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Larsen & Toubro Limited - India
- Bhushan Steel Limited - India
- Meralco Power Generation, Philippines
- Australian Commodity Traders Exchange
- Singapore Mercantile Exchange
- GVK Power & Infra Limited - India
- San Jose City I Power Corp, Philippines
- Jaiprakash Power Ventures ltd
- TeaM Sual Corporation - Philippines
- Bhoruka Overseas - Indonesia
- Georgia Ports Authority, United States
- Globalindo Alam Lestari - Indonesia
- International Coal Ventures Pvt Ltd - India
- Vedanta Resources Plc - India
- Africa Commodities Group - South Africa
- Metalloyd Limited - United Kingdom
- Therma Luzon, Inc, Philippines
- Directorate Of Revenue Intelligence - India
- London Commodity Brokers - England
- Meenaskhi Energy Private Limited - India
- Indo Tambangraya Megah - Indonesia
- Merrill Lynch Commodities Europe
- PNOC Exploration Corporation - Philippines
- Pendopo Energi Batubara - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Interocean Group of Companies - India
- AsiaOL BioFuels Corp., Philippines
- Maheswari Brothers Coal Limited - India
- Bhatia International Limited - India
- Parry Sugars Refinery, India
- Essar Steel Hazira Ltd - India
- White Energy Company Limited
- Timah Investasi Mineral - Indoneisa
- Central Java Power - Indonesia
- New Zealand Coal & Carbon
- Romanian Commodities Exchange
- Pipit Mutiara Jaya. PT, Indonesia
- Electricity Authority, New Zealand
- PowerSource Philippines DevCo
- Holcim Trading Pte Ltd - Singapore
- Kaltim Prima Coal - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Petron Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Bukit Baiduri Energy - Indonesia
- Banpu Public Company Limited - Thailand
- Coastal Gujarat Power Limited - India
- Jindal Steel & Power Ltd - India
- Thai Mozambique Logistica
- Indonesian Coal Mining Association
- South Luzon Thermal Energy Corporation
- Coal and Oil Company - UAE
- MS Steel International - UAE
- Bayan Resources Tbk. - Indonesia
- Tamil Nadu electricity Board
- Savvy Resources Ltd - HongKong
- Medco Energi Mining Internasional
- Ministry of Finance - Indonesia
- Gujarat Sidhee Cement - India
- SMG Consultants - Indonesia
- Independent Power Producers Association of India
- Uttam Galva Steels Limited - India
- The Treasury - Australian Government
- GMR Energy Limited - India
- Carbofer General Trading SA - India
- Krishnapatnam Port Company Ltd. - India
- Wood Mackenzie - Singapore
- Cement Manufacturers Association - India
- Ministry of Transport, Egypt
- The State Trading Corporation of India Ltd
- Kalimantan Lumbung Energi - Indonesia
- ASAPP Information Group - India
- Ind-Barath Power Infra Limited - India
- Chettinad Cement Corporation Ltd - India
- Aboitiz Power Corporation - Philippines
- Kapuas Tunggal Persada - Indonesia
- Orica Australia Pty. Ltd.
- Mintek Dendrill Indonesia
- Bharathi Cement Corporation - India
- Kumho Petrochemical, South Korea
- Siam City Cement - Thailand
- Karaikal Port Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Global Business Power Corporation, Philippines
- India Bulls Power Limited - India
- McConnell Dowell - Australia
- Mercator Lines Limited - India
- Altura Mining Limited, Indonesia
- Mercuria Energy - Indonesia
- Manunggal Multi Energi - Indonesia
- Parliament of New Zealand
- Trasteel International SA, Italy
- Electricity Generating Authority of Thailand
- Samtan Co., Ltd - South Korea
- Global Coal Blending Company Limited - Australia
- Xindia Steels Limited - India
- Baramulti Group, Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Price Waterhouse Coopers - Russia
- Australian Coal Association
- Eastern Coal Council - USA
- VISA Power Limited - India
- Marubeni Corporation - India
- Mjunction Services Limited - India
- LBH Netherlands Bv - Netherlands
- Sojitz Corporation - Japan
- Oldendorff Carriers - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Minerals Council of Australia
- PetroVietnam Power Coal Import and Supply Company
- Sarangani Energy Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Indian Energy Exchange, India
- Kepco SPC Power Corporation, Philippines
- Siam City Cement PLC, Thailand
- European Bulk Services B.V. - Netherlands
- IHS Mccloskey Coal Group - USA
- Malabar Cements Ltd - India
- Makarim & Taira - Indonesia
- Vizag Seaport Private Limited - India
- Semirara Mining and Power Corporation, Philippines
- Barasentosa Lestari - Indonesia
- Bukit Makmur.PT - Indonesia
- Eastern Energy - Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Indian Oil Corporation Limited
- Orica Mining Services - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Ministry of Mines - Canada
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Rio Tinto Coal - Australia
- Sree Jayajothi Cements Limited - India
- Toyota Tsusho Corporation, Japan
- Binh Thuan Hamico - Vietnam
- Leighton Contractors Pty Ltd - Australia
- GN Power Mariveles Coal Plant, Philippines
- Indogreen Group - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Posco Energy - South Korea
- Videocon Industries ltd - India
- SMC Global Power, Philippines
- The University of Queensland
- Central Electricity Authority - India
- Semirara Mining Corp, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- OPG Power Generation Pvt Ltd - India
- Madhucon Powers Ltd - India
- Anglo American - United Kingdom
- Riau Bara Harum - Indonesia
- Tata Chemicals Ltd - India
- Commonwealth Bank - Australia
- Asmin Koalindo Tuhup - Indonesia
- Kobexindo Tractors - Indoneisa
- Power Finance Corporation Ltd., India
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