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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, 29 October 18
SUPRAMAX: THE ASIAN AREA SAW FALLING RATES, WITH A 61,000DWT FIXING DELIVERY KOHSICHANG TRIP VIA INDONESIA, REDELIVERY INDIA, AT $10,500 - BALTIC BRIEFING
Capesize
A market of two halves for most of the week with rates in the Atlantic firming and easing in the East for most of the week, but then, ...
Friday, 26 October 18
SHIP OPERATING COSTS EXPECTED TO RISE IN 2018 AND 2019 - MOORE STEPHENS
Total vessel operating costs in the shipping industry are expected to rise by 2.7% in 2018 and by 3.1% in 2019, according to our latest survey.
...
Friday, 26 October 18
SEVERAL CONTRACTIONS IN GLOBAL STEEL PRODUCTION - JEFFREY LANDSBERG
World Steel Association data released today shows that global crude steel production totaled approximately 151.7 million tons in September. T ...
Thursday, 25 October 18
WHAT DOES THE "IMO 2020" REGULATION REALLY SAY? A QUICK GUIDE - BIMCO
KNOWLEDGE TO ELEVATE
The shipping industry has all eyes firmly fixed on the topic, but what exactly do the “IMO 2020” global sulph ...
Wednesday, 24 October 18
MARKET INSIGHT - NASSOS SOULAKIS
Looking at 2018 SnP activity, it is evident that Greek, Chinese and North European (German and Norwegian) owners are the top buying nationalities, ...
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- Toyota Tsusho Corporation, Japan
- GN Power Mariveles Coal Plant, Philippines
- The University of Queensland
- Electricity Authority, New Zealand
- Neyveli Lignite Corporation Ltd, - India
- Globalindo Alam Lestari - Indonesia
- Mercator Lines Limited - India
- Bangladesh Power Developement Board
- Pipit Mutiara Jaya. PT, Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Timah Investasi Mineral - Indoneisa
- South Luzon Thermal Energy Corporation
- Eastern Energy - Thailand
- Sical Logistics Limited - India
- Medco Energi Mining Internasional
- Essar Steel Hazira Ltd - India
- Indonesian Coal Mining Association
- Independent Power Producers Association of India
- Chamber of Mines of South Africa
- Posco Energy - South Korea
- Pendopo Energi Batubara - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indogreen Group - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Australian Coal Association
- Barasentosa Lestari - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Dalmia Cement Bharat India
- Energy Development Corp, Philippines
- European Bulk Services B.V. - Netherlands
- Singapore Mercantile Exchange
- Ambuja Cements Ltd - India
- Tata Chemicals Ltd - India
- Africa Commodities Group - South Africa
- London Commodity Brokers - England
- Power Finance Corporation Ltd., India
- Vedanta Resources Plc - India
- Oldendorff Carriers - Singapore
- Marubeni Corporation - India
- Miang Besar Coal Terminal - Indonesia
- Edison Trading Spa - Italy
- Siam City Cement - Thailand
- Bahari Cakrawala Sebuku - Indonesia
- Sojitz Corporation - Japan
- VISA Power Limited - India
- Lanco Infratech Ltd - India
- Cement Manufacturers Association - India
- The State Trading Corporation of India Ltd
- Gujarat Electricity Regulatory Commission - India
- Trasteel International SA, Italy
- Leighton Contractors Pty Ltd - Australia
- Standard Chartered Bank - UAE
- ASAPP Information Group - India
- Baramulti Group, Indonesia
- Georgia Ports Authority, United States
- SMG Consultants - Indonesia
- Bhushan Steel Limited - India
- Central Java Power - Indonesia
- Mjunction Services Limited - India
- Jaiprakash Power Ventures ltd
- LBH Netherlands Bv - Netherlands
- GMR Energy Limited - India
- ICICI Bank Limited - India
- Global Coal Blending Company Limited - Australia
- Energy Link Ltd, New Zealand
- Heidelberg Cement - Germany
- Directorate Of Revenue Intelligence - India
- Makarim & Taira - Indonesia
- Kumho Petrochemical, South Korea
- Uttam Galva Steels Limited - India
- Economic Council, Georgia
- Indo Tambangraya Megah - Indonesia
- Interocean Group of Companies - India
- Romanian Commodities Exchange
- Attock Cement Pakistan Limited
- Bukit Makmur.PT - Indonesia
- Petron Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- AsiaOL BioFuels Corp., Philippines
- Coastal Gujarat Power Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mintek Dendrill Indonesia
- Orica Mining Services - Indonesia
- Anglo American - United Kingdom
- Semirara Mining Corp, Philippines
- TeaM Sual Corporation - Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Gujarat Sidhee Cement - India
- Orica Australia Pty. Ltd.
- Latin American Coal - Colombia
- Price Waterhouse Coopers - Russia
- Kalimantan Lumbung Energi - Indonesia
- Central Electricity Authority - India
- India Bulls Power Limited - India
- Bharathi Cement Corporation - India
- Electricity Generating Authority of Thailand
- Madhucon Powers Ltd - India
- Siam City Cement PLC, Thailand
- Wood Mackenzie - Singapore
- Star Paper Mills Limited - India
- Bhoruka Overseas - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Antam Resourcindo - Indonesia
- Parliament of New Zealand
- Kohat Cement Company Ltd. - Pakistan
- Holcim Trading Pte Ltd - Singapore
- Karbindo Abesyapradhi - Indoneisa
- Altura Mining Limited, Indonesia
- Xindia Steels Limited - India
- Grasim Industreis Ltd - India
- Borneo Indobara - Indonesia
- Minerals Council of Australia
- Aboitiz Power Corporation - Philippines
- Wilmar Investment Holdings
- Aditya Birla Group - India
- Tamil Nadu electricity Board
- Savvy Resources Ltd - HongKong
- IEA Clean Coal Centre - UK
- Manunggal Multi Energi - Indonesia
- Indika Energy - Indonesia
- Kepco SPC Power Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- Goldman Sachs - Singapore
- Ministry of Mines - Canada
- Kaltim Prima Coal - Indonesia
- McConnell Dowell - Australia
- Rashtriya Ispat Nigam Limited - India
- Karaikal Port Pvt Ltd - India
- Australian Commodity Traders Exchange
- Indian Oil Corporation Limited
- Simpson Spence & Young - Indonesia
- International Coal Ventures Pvt Ltd - India
- Eastern Coal Council - USA
- Ministry of Transport, Egypt
- GAC Shipping (India) Pvt Ltd
- Bukit Baiduri Energy - Indonesia
- Meralco Power Generation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- Metalloyd Limited - United Kingdom
- San Jose City I Power Corp, Philippines
- Formosa Plastics Group - Taiwan
- SMC Global Power, Philippines
- Thiess Contractors Indonesia
- Videocon Industries ltd - India
- Intertek Mineral Services - Indonesia
- Sree Jayajothi Cements Limited - India
- MS Steel International - UAE
- SN Aboitiz Power Inc, Philippines
- Samtan Co., Ltd - South Korea
- Vizag Seaport Private Limited - India
- Deloitte Consulting - India
- Port Waratah Coal Services - Australia
- Sarangani Energy Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Therma Luzon, Inc, Philippines
- Alfred C Toepfer International GmbH - Germany
- Commonwealth Bank - Australia
- Larsen & Toubro Limited - India
- Iligan Light & Power Inc, Philippines
- CNBM International Corporation - China
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bhatia International Limited - India
- PNOC Exploration Corporation - Philippines
- Sindya Power Generating Company Private Ltd
- Bulk Trading Sa - Switzerland
- Indian Energy Exchange, India
- Global Green Power PLC Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Kartika Selabumi Mining - Indonesia
- Merrill Lynch Commodities Europe
- Global Business Power Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Renaissance Capital - South Africa
- New Zealand Coal & Carbon
- Thai Mozambique Logistica
- Directorate General of MIneral and Coal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Vijayanagar Sugar Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Planning Commission, India
- Ind-Barath Power Infra Limited - India
- PTC India Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Sakthi Sugars Limited - India
- Coalindo Energy - Indonesia
- Ministry of Finance - Indonesia
- Ceylon Electricity Board - Sri Lanka
- The Treasury - Australian Government
- Bukit Asam (Persero) Tbk - Indonesia
- Riau Bara Harum - Indonesia
- Salva Resources Pvt Ltd - India
- Agrawal Coal Company - India
- Maheswari Brothers Coal Limited - India
- Semirara Mining and Power Corporation, Philippines
- Carbofer General Trading SA - India
- Kapuas Tunggal Persada - Indonesia
- Banpu Public Company Limited - Thailand
- GVK Power & Infra Limited - India
- Coal and Oil Company - UAE
- CIMB Investment Bank - Malaysia
- Straits Asia Resources Limited - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- IHS Mccloskey Coal Group - USA
- Meenaskhi Energy Private Limited - India
- Mercuria Energy - Indonesia
- OPG Power Generation Pvt Ltd - India
- Binh Thuan Hamico - Vietnam
- Parry Sugars Refinery, India
- Malabar Cements Ltd - India
- Kideco Jaya Agung - Indonesia
- Rio Tinto Coal - Australia
- PowerSource Philippines DevCo
- White Energy Company Limited
- TNB Fuel Sdn Bhd - Malaysia
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