We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Tuesday, 02 October 18
PANAMAX: A FURTHER RISE ACROSS ALL MAIN ROUTES THIS WEEK - ALLIED
Capesize
Finally an upward recovery was in sight in the spot market the past few days, after the prolonged negative pressure noted the weeks pr ...
Tuesday, 02 October 18
THE PRICE OF OIL CONTINUES ITS CLIMB AMIDST A SERIES OF CONCERNS REGARDING SUPPLY CONSTRAINTS - GEORGE LAZARIDIS
It has been a busy week for oil traders as the price of oil continues its climb amidst a series of concerns regarding supply constraints.
...
Tuesday, 02 October 18
INDONESIA GETS READY TO MEET INCREASED COAL DEMAND FROM CHINA, FREIGHT TO RESPOND - MIKAL BOE
Indonesian coal suppliers have increased their domestic coal production target by 4.5 percent from a previous 485 million tonnes to a massive 507 m ...
Monday, 01 October 18
SUPRAMAX: A 56,000 DWT FIXED DELIVERY FOR A SURABAYA TRIP WITH REDELIVERY TO WEST COAST INDIA AT $13,500 - THE BALTIC BRIEFING
Capesize
A stop-start market for the big ships with many expectations and few fulfilled. Holidays curtailed trading early in the week, but the ...
Monday, 01 October 18
A NO-DEAL BREXIT WILL UNDOUBTEDLY HAVE CONSEQUENCES FOR IMPORTERS AND EXPORTERS - KATE JONES, THE BALTIC BRIEFING
If you live in the UK, you might be finding it difficult to get away from the Brexit debate. “Hard Brexit”, “soft Brexit”, ...
|
|
|
Showing 1601 to 1605 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Savvy Resources Ltd - HongKong
- Energy Link Ltd, New Zealand
- Cigading International Bulk Terminal - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Maheswari Brothers Coal Limited - India
- Sinarmas Energy and Mining - Indonesia
- Riau Bara Harum - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Kartika Selabumi Mining - Indonesia
- VISA Power Limited - India
- Commonwealth Bank - Australia
- SMC Global Power, Philippines
- Sakthi Sugars Limited - India
- Kumho Petrochemical, South Korea
- Thai Mozambique Logistica
- Larsen & Toubro Limited - India
- Aboitiz Power Corporation - Philippines
- GVK Power & Infra Limited - India
- Timah Investasi Mineral - Indoneisa
- Siam City Cement PLC, Thailand
- GN Power Mariveles Coal Plant, Philippines
- Sarangani Energy Corporation, Philippines
- Barasentosa Lestari - Indonesia
- Mjunction Services Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Samtan Co., Ltd - South Korea
- Indian Oil Corporation Limited
- Thiess Contractors Indonesia
- Electricity Generating Authority of Thailand
- Anglo American - United Kingdom
- Australian Coal Association
- Ministry of Mines - Canada
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Marubeni Corporation - India
- Bukit Asam (Persero) Tbk - Indonesia
- Power Finance Corporation Ltd., India
- Central Java Power - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- India Bulls Power Limited - India
- Madhucon Powers Ltd - India
- SMG Consultants - Indonesia
- The University of Queensland
- Mercator Lines Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Global Green Power PLC Corporation, Philippines
- Altura Mining Limited, Indonesia
- Wood Mackenzie - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Kobexindo Tractors - Indoneisa
- IEA Clean Coal Centre - UK
- McConnell Dowell - Australia
- ICICI Bank Limited - India
- South Luzon Thermal Energy Corporation
- Grasim Industreis Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Vizag Seaport Private Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Posco Energy - South Korea
- London Commodity Brokers - England
- Goldman Sachs - Singapore
- Coal and Oil Company - UAE
- Star Paper Mills Limited - India
- Videocon Industries ltd - India
- Alfred C Toepfer International GmbH - Germany
- Asmin Koalindo Tuhup - Indonesia
- Minerals Council of Australia
- Gujarat Electricity Regulatory Commission - India
- Eastern Energy - Thailand
- Vijayanagar Sugar Pvt Ltd - India
- Salva Resources Pvt Ltd - India
- Indonesian Coal Mining Association
- Independent Power Producers Association of India
- Attock Cement Pakistan Limited
- Parliament of New Zealand
- Bulk Trading Sa - Switzerland
- Bukit Baiduri Energy - Indonesia
- Medco Energi Mining Internasional
- Sree Jayajothi Cements Limited - India
- Agrawal Coal Company - India
- LBH Netherlands Bv - Netherlands
- Planning Commission, India
- Rashtriya Ispat Nigam Limited - India
- Kideco Jaya Agung - Indonesia
- Meralco Power Generation, Philippines
- Mintek Dendrill Indonesia
- Uttam Galva Steels Limited - India
- Chamber of Mines of South Africa
- Simpson Spence & Young - Indonesia
- Karaikal Port Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Essar Steel Hazira Ltd - India
- PTC India Limited - India
- Merrill Lynch Commodities Europe
- Iligan Light & Power Inc, Philippines
- New Zealand Coal & Carbon
- Interocean Group of Companies - India
- Siam City Cement - Thailand
- Semirara Mining Corp, Philippines
- Meenaskhi Energy Private Limited - India
- Directorate Of Revenue Intelligence - India
- Orica Australia Pty. Ltd.
- Binh Thuan Hamico - Vietnam
- Maharashtra Electricity Regulatory Commission - India
- Gujarat Mineral Development Corp Ltd - India
- TeaM Sual Corporation - Philippines
- Bhushan Steel Limited - India
- Vedanta Resources Plc - India
- Jorong Barutama Greston.PT - Indonesia
- Port Waratah Coal Services - Australia
- White Energy Company Limited
- Ceylon Electricity Board - Sri Lanka
- Latin American Coal - Colombia
- The State Trading Corporation of India Ltd
- San Jose City I Power Corp, Philippines
- Formosa Plastics Group - Taiwan
- Electricity Authority, New Zealand
- Bukit Makmur.PT - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kaltim Prima Coal - Indonesia
- Rio Tinto Coal - Australia
- Indo Tambangraya Megah - Indonesia
- Oldendorff Carriers - Singapore
- MS Steel International - UAE
- Georgia Ports Authority, United States
- Banpu Public Company Limited - Thailand
- ASAPP Information Group - India
- GMR Energy Limited - India
- Edison Trading Spa - Italy
- Kepco SPC Power Corporation, Philippines
- Singapore Mercantile Exchange
- Wilmar Investment Holdings
- Neyveli Lignite Corporation Ltd, - India
- Parry Sugars Refinery, India
- Price Waterhouse Coopers - Russia
- Bangladesh Power Developement Board
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indika Energy - Indonesia
- Gujarat Sidhee Cement - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- Aditya Birla Group - India
- Jaiprakash Power Ventures ltd
- PNOC Exploration Corporation - Philippines
- Orica Mining Services - Indonesia
- Global Coal Blending Company Limited - Australia
- Holcim Trading Pte Ltd - Singapore
- Indogreen Group - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Africa Commodities Group - South Africa
- Lanco Infratech Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Ministry of Finance - Indonesia
- Therma Luzon, Inc, Philippines
- European Bulk Services B.V. - Netherlands
- Sojitz Corporation - Japan
- Krishnapatnam Port Company Ltd. - India
- Leighton Contractors Pty Ltd - Australia
- Eastern Coal Council - USA
- Carbofer General Trading SA - India
- Bhatia International Limited - India
- Tata Chemicals Ltd - India
- Economic Council, Georgia
- Central Electricity Authority - India
- Baramulti Group, Indonesia
- Chettinad Cement Corporation Ltd - India
- Sindya Power Generating Company Private Ltd
- Antam Resourcindo - Indonesia
- Romanian Commodities Exchange
- CIMB Investment Bank - Malaysia
- Coastal Gujarat Power Limited - India
- International Coal Ventures Pvt Ltd - India
- The Treasury - Australian Government
- Petron Corporation, Philippines
- Indian Energy Exchange, India
- Toyota Tsusho Corporation, Japan
- Petrochimia International Co. Ltd.- Taiwan
- Globalindo Alam Lestari - Indonesia
- Mercuria Energy - Indonesia
- Pendopo Energi Batubara - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Trasteel International SA, Italy
- Global Business Power Corporation, Philippines
- Dalmia Cement Bharat India
- Xindia Steels Limited - India
- AsiaOL BioFuels Corp., Philippines
- Cement Manufacturers Association - India
- Miang Besar Coal Terminal - Indonesia
- Manunggal Multi Energi - Indonesia
- Bayan Resources Tbk. - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Malabar Cements Ltd - India
- GAC Shipping (India) Pvt Ltd
- Intertek Mineral Services - Indonesia
- Australian Commodity Traders Exchange
- Bharathi Cement Corporation - India
- Tamil Nadu electricity Board
- Heidelberg Cement - Germany
- IHS Mccloskey Coal Group - USA
- Renaissance Capital - South Africa
- Standard Chartered Bank - UAE
- SN Aboitiz Power Inc, Philippines
- Energy Development Corp, Philippines
- PowerSource Philippines DevCo
- Straits Asia Resources Limited - Singapore
- Ministry of Transport, Egypt
- Ambuja Cements Ltd - India
- Bhoruka Overseas - Indonesia
- Deloitte Consulting - India
- Sical Logistics Limited - India
- Ind-Barath Power Infra Limited - India
- Jindal Steel & Power Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Coalindo Energy - Indonesia
- CNBM International Corporation - China
- Borneo Indobara - Indonesia
- Makarim & Taira - Indonesia
- Metalloyd Limited - United Kingdom
|
| |
| |
|
