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.
|
|
Friday, 28 September 18
INDONESIA 2018 COAL OUTPUT TARGET NOW AROUND 507 MLN T - ENERGY MINISTRY : REUTERS
Indonesia has increased its 2018 coal production target to around 507 million tonnes from a previous target of 485 million tonnes, the Energy Minis ...
Friday, 28 September 18
FITCH RATINGS: METALLURGICAL COAL MINERS MAY CURB COSTS AS PRICES SLIP
Strong cost inflation in the global metallurgical coal sector suggests that miners may focus on cost controls as prices decline from their current ...
Wednesday, 26 September 18
IS YOUR CHARTER PARTY READY FOR 2020? - METTE KRONHOLM FRAENDE, BIMCO
As the deadline for the IMO’s global low-sulphur fuel requirements fast approaches, it is necessary to carefully check the bunker clauses in ...
Wednesday, 26 September 18
SHIPPING MARKET INSIGHT - GEORGE ILIOPOULOS
Despite the fact that the dry bulk SnP market saw an admittedly busy summer season, there is a noticeable slowdown in activity during the past thre ...
Tuesday, 25 September 18
THE INCONVENIENT TRUTH OF RISING COAL PRICES - FORBES
Coal prices are not supposed to be rising as governments tighten environmental controls but that’s precisely what is happening at the premium ...
|
|
|
Showing 1606 to 1610 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Rio Tinto Coal - Australia
- Directorate General of MIneral and Coal - Indonesia
- CNBM International Corporation - China
- Sindya Power Generating Company Private Ltd
- Rashtriya Ispat Nigam Limited - India
- Kaltim Prima Coal - Indonesia
- LBH Netherlands Bv - Netherlands
- Chettinad Cement Corporation Ltd - India
- Cement Manufacturers Association - India
- Port Waratah Coal Services - Australia
- Coal and Oil Company - UAE
- Independent Power Producers Association of India
- Standard Chartered Bank - UAE
- Eastern Energy - Thailand
- Romanian Commodities Exchange
- Vedanta Resources Plc - India
- Siam City Cement PLC, Thailand
- New Zealand Coal & Carbon
- Ind-Barath Power Infra Limited - India
- Semirara Mining Corp, Philippines
- Maheswari Brothers Coal Limited - India
- Carbofer General Trading SA - India
- Bulk Trading Sa - Switzerland
- Formosa Plastics Group - Taiwan
- Global Green Power PLC Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Agrawal Coal Company - India
- SN Aboitiz Power Inc, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Intertek Mineral Services - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Posco Energy - South Korea
- ASAPP Information Group - India
- Ambuja Cements Ltd - India
- Malabar Cements Ltd - India
- Indonesian Coal Mining Association
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Globalindo Alam Lestari - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Kepco SPC Power Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- PTC India Limited - India
- Thiess Contractors Indonesia
- European Bulk Services B.V. - Netherlands
- Goldman Sachs - Singapore
- Metalloyd Limited - United Kingdom
- Anglo American - United Kingdom
- Indika Energy - Indonesia
- Uttam Galva Steels Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Tamil Nadu electricity Board
- Karaikal Port Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Aboitiz Power Corporation - Philippines
- SMG Consultants - Indonesia
- Orica Australia Pty. Ltd.
- Mercuria Energy - Indonesia
- Heidelberg Cement - Germany
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- Makarim & Taira - Indonesia
- Larsen & Toubro Limited - India
- Leighton Contractors Pty Ltd - Australia
- Latin American Coal - Colombia
- Miang Besar Coal Terminal - Indonesia
- Georgia Ports Authority, United States
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Australian Coal Association
- Bharathi Cement Corporation - India
- OPG Power Generation Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Therma Luzon, Inc, Philippines
- TeaM Sual Corporation - Philippines
- Iligan Light & Power Inc, Philippines
- Madhucon Powers Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Antam Resourcindo - Indonesia
- VISA Power Limited - India
- Meenaskhi Energy Private Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Electricity Generating Authority of Thailand
- Sarangani Energy Corporation, Philippines
- Thai Mozambique Logistica
- London Commodity Brokers - England
- Edison Trading Spa - Italy
- Central Java Power - Indonesia
- Cigading International Bulk Terminal - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Mintek Dendrill Indonesia
- MS Steel International - UAE
- Billiton Holdings Pty Ltd - Australia
- Energy Link Ltd, New Zealand
- GVK Power & Infra Limited - India
- The State Trading Corporation of India Ltd
- Coastal Gujarat Power Limited - India
- Price Waterhouse Coopers - Russia
- Oldendorff Carriers - Singapore
- Lanco Infratech Ltd - India
- Attock Cement Pakistan Limited
- Electricity Authority, New Zealand
- Bangladesh Power Developement Board
- Karbindo Abesyapradhi - Indoneisa
- Manunggal Multi Energi - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Banpu Public Company Limited - Thailand
- Indo Tambangraya Megah - Indonesia
- Economic Council, Georgia
- Sinarmas Energy and Mining - Indonesia
- South Luzon Thermal Energy Corporation
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Dalmia Cement Bharat India
- Bayan Resources Tbk. - Indonesia
- Coalindo Energy - Indonesia
- IHS Mccloskey Coal Group - USA
- Indogreen Group - Indonesia
- IEA Clean Coal Centre - UK
- Indian Oil Corporation Limited
- Binh Thuan Hamico - Vietnam
- Trasteel International SA, Italy
- Wood Mackenzie - Singapore
- Bukit Makmur.PT - Indonesia
- Baramulti Group, Indonesia
- Sakthi Sugars Limited - India
- Wilmar Investment Holdings
- Timah Investasi Mineral - Indoneisa
- Medco Energi Mining Internasional
- Jorong Barutama Greston.PT - Indonesia
- Bhushan Steel Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Eastern Coal Council - USA
- Ministry of Finance - Indonesia
- Aditya Birla Group - India
- White Energy Company Limited
- Straits Asia Resources Limited - Singapore
- Siam City Cement - Thailand
- Semirara Mining and Power Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Samtan Co., Ltd - South Korea
- Vizag Seaport Private Limited - India
- ICICI Bank Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- International Coal Ventures Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Riau Bara Harum - Indonesia
- San Jose City I Power Corp, Philippines
- Videocon Industries ltd - India
- Kartika Selabumi Mining - Indonesia
- Parliament of New Zealand
- Planning Commission, India
- The University of Queensland
- Gujarat Electricity Regulatory Commission - India
- The Treasury - Australian Government
- Petron Corporation, Philippines
- Gujarat Sidhee Cement - India
- Sojitz Corporation - Japan
- Kalimantan Lumbung Energi - Indonesia
- Grasim Industreis Ltd - India
- Commonwealth Bank - Australia
- Ministry of Mines - Canada
- Holcim Trading Pte Ltd - Singapore
- Global Business Power Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Africa Commodities Group - South Africa
- Indian Energy Exchange, India
- Minerals Council of Australia
- Salva Resources Pvt Ltd - India
- PowerSource Philippines DevCo
- Deloitte Consulting - India
- Mercator Lines Limited - India
- Kumho Petrochemical, South Korea
- Merrill Lynch Commodities Europe
- Pendopo Energi Batubara - Indonesia
- Toyota Tsusho Corporation, Japan
- Simpson Spence & Young - Indonesia
- Renaissance Capital - South Africa
- GMR Energy Limited - India
- Bhatia International Limited - India
- Meralco Power Generation, Philippines
- Xindia Steels Limited - India
- Krishnapatnam Port Company Ltd. - India
- Energy Development Corp, Philippines
- India Bulls Power Limited - India
- Alfred C Toepfer International GmbH - Germany
- Kapuas Tunggal Persada - Indonesia
- Borneo Indobara - Indonesia
- Savvy Resources Ltd - HongKong
- Power Finance Corporation Ltd., India
- Singapore Mercantile Exchange
- PNOC Exploration Corporation - Philippines
- CIMB Investment Bank - Malaysia
- Chamber of Mines of South Africa
- Jindal Steel & Power Ltd - India
- Kideco Jaya Agung - Indonesia
- Tata Chemicals Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Essar Steel Hazira Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Interocean Group of Companies - India
- Bukit Asam (Persero) Tbk - Indonesia
- Sical Logistics Limited - India
- Star Paper Mills Limited - India
- Parry Sugars Refinery, India
- Australian Commodity Traders Exchange
- Global Coal Blending Company Limited - Australia
- Ministry of Transport, Egypt
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Central Electricity Authority - India
- Mjunction Services Limited - India
- Orica Mining Services - Indonesia
- Altura Mining Limited, Indonesia
- SMC Global Power, Philippines
- Marubeni Corporation - India
- GAC Shipping (India) Pvt Ltd
- McConnell Dowell - Australia
- Barasentosa Lestari - Indonesia
|
| |
| |
|
