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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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Saturday, 22 September 18
SHIPOWNERS URGENTLY NEED A FUEL-MANAGEMENT PLAN - METTE KRONHOLM FRAENDE, BIMCO
With the majority of ship operators expected to choose low-sulphur fuel over scrubbers to comply with the new IMO sulphur cap regulation, all eyes ...
Saturday, 22 September 18
GERMANY'S MOVE TO SCRAP COAL WILL COST TAXPAYERS - BRIAN PARKIN | WILLIAM WILKES
Chancellor Angela Merkel’s plan to close Germany’s remaining coal-fired power stations will drive up subsidies for regions that mine th ...
Saturday, 22 September 18
FITCH RATINGS: WORLD GROWTH FORECAST CUT ON US-CHINA TRADE BATTLE
Protectionist US trade policies have now reached the point where they are materially affecting what remains a strong global growth outlook, with th ...
Tuesday, 18 September 18
COOLING OUTLOOK FOR COAL - KATE JONES
At a time of increasing focus on the renewables market as the world seeks to clean up its act to prevent climate change, what is the outlook like f ...
Monday, 17 September 18
GLENCORE RETURNS TO JAPAN COAL TALKS SCUPPERED BY HIGH PRICES - BLOOMBERG
Mining giant Glencore Plc and Japanese utilities have resumed thermal coal supply negotiations, restarting talks that fell apart earlier this year ...
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Showing 1611 to 1615 news of total 6871 |
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- Xindia Steels Limited - India
- Indogreen Group - Indonesia
- Coal and Oil Company - UAE
- Grasim Industreis Ltd - India
- ASAPP Information Group - India
- South Luzon Thermal Energy Corporation
- Eastern Energy - Thailand
- Jindal Steel & Power Ltd - India
- Posco Energy - South Korea
- Star Paper Mills Limited - India
- Ministry of Transport, Egypt
- Marubeni Corporation - India
- Mintek Dendrill Indonesia
- Africa Commodities Group - South Africa
- LBH Netherlands Bv - Netherlands
- Leighton Contractors Pty Ltd - Australia
- Larsen & Toubro Limited - India
- Trasteel International SA, Italy
- PNOC Exploration Corporation - Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Uttam Galva Steels Limited - India
- Altura Mining Limited, Indonesia
- ICICI Bank Limited - India
- Singapore Mercantile Exchange
- The University of Queensland
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ind-Barath Power Infra Limited - India
- Lanco Infratech Ltd - India
- Cement Manufacturers Association - India
- Gujarat Sidhee Cement - India
- London Commodity Brokers - England
- Straits Asia Resources Limited - Singapore
- CIMB Investment Bank - Malaysia
- Renaissance Capital - South Africa
- Vijayanagar Sugar Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Karbindo Abesyapradhi - Indoneisa
- Simpson Spence & Young - Indonesia
- Global Business Power Corporation, Philippines
- Interocean Group of Companies - India
- Iligan Light & Power Inc, Philippines
- Georgia Ports Authority, United States
- Gujarat Electricity Regulatory Commission - India
- Salva Resources Pvt Ltd - India
- White Energy Company Limited
- Electricity Generating Authority of Thailand
- Kaltim Prima Coal - Indonesia
- GMR Energy Limited - India
- Antam Resourcindo - Indonesia
- SMG Consultants - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Vizag Seaport Private Limited - India
- Manunggal Multi Energi - Indonesia
- IEA Clean Coal Centre - UK
- Australian Commodity Traders Exchange
- PTC India Limited - India
- Bukit Baiduri Energy - Indonesia
- Rashtriya Ispat Nigam Limited - India
- SN Aboitiz Power Inc, Philippines
- GAC Shipping (India) Pvt Ltd
- Sree Jayajothi Cements Limited - India
- Kobexindo Tractors - Indoneisa
- Electricity Authority, New Zealand
- Global Green Power PLC Corporation, Philippines
- Samtan Co., Ltd - South Korea
- Merrill Lynch Commodities Europe
- Borneo Indobara - Indonesia
- Ministry of Finance - Indonesia
- Tamil Nadu electricity Board
- Central Java Power - Indonesia
- Bhoruka Overseas - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Chamber of Mines of South Africa
- SMC Global Power, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Thai Mozambique Logistica
- Orica Australia Pty. Ltd.
- Mjunction Services Limited - India
- Kartika Selabumi Mining - Indonesia
- Intertek Mineral Services - Indonesia
- TeaM Sual Corporation - Philippines
- McConnell Dowell - Australia
- Coastal Gujarat Power Limited - India
- Thiess Contractors Indonesia
- Timah Investasi Mineral - Indoneisa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Independent Power Producers Association of India
- PetroVietnam Power Coal Import and Supply Company
- MS Steel International - UAE
- Semirara Mining and Power Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- Malabar Cements Ltd - India
- Indian Oil Corporation Limited
- Aditya Birla Group - India
- Ministry of Mines - Canada
- Sindya Power Generating Company Private Ltd
- Baramulti Group, Indonesia
- Coalindo Energy - Indonesia
- Power Finance Corporation Ltd., India
- Vedanta Resources Plc - India
- Kepco SPC Power Corporation, Philippines
- Minerals Council of Australia
- Sojitz Corporation - Japan
- Indonesian Coal Mining Association
- Kalimantan Lumbung Energi - Indonesia
- Chettinad Cement Corporation Ltd - India
- Central Electricity Authority - India
- Directorate General of MIneral and Coal - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Energy Development Corp, Philippines
- Orica Mining Services - Indonesia
- The State Trading Corporation of India Ltd
- Bahari Cakrawala Sebuku - Indonesia
- Bharathi Cement Corporation - India
- Miang Besar Coal Terminal - Indonesia
- Aboitiz Power Corporation - Philippines
- Jorong Barutama Greston.PT - Indonesia
- Cigading International Bulk Terminal - Indonesia
- CNBM International Corporation - China
- Attock Cement Pakistan Limited
- Kapuas Tunggal Persada - Indonesia
- Port Waratah Coal Services - Australia
- Maharashtra Electricity Regulatory Commission - India
- Sakthi Sugars Limited - India
- The Treasury - Australian Government
- Australian Coal Association
- Bhushan Steel Limited - India
- Deloitte Consulting - India
- Price Waterhouse Coopers - Russia
- Parry Sugars Refinery, India
- Bukit Makmur.PT - Indonesia
- Maheswari Brothers Coal Limited - India
- Mercuria Energy - Indonesia
- Riau Bara Harum - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Barasentosa Lestari - Indonesia
- Wood Mackenzie - Singapore
- OPG Power Generation Pvt Ltd - India
- Latin American Coal - Colombia
- VISA Power Limited - India
- Alfred C Toepfer International GmbH - Germany
- Indo Tambangraya Megah - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Siam City Cement PLC, Thailand
- Metalloyd Limited - United Kingdom
- Formosa Plastics Group - Taiwan
- Heidelberg Cement - Germany
- Standard Chartered Bank - UAE
- Bayan Resources Tbk. - Indonesia
- Pendopo Energi Batubara - Indonesia
- Rio Tinto Coal - Australia
- Directorate Of Revenue Intelligence - India
- Semirara Mining Corp, Philippines
- Ambuja Cements Ltd - India
- Romanian Commodities Exchange
- Binh Thuan Hamico - Vietnam
- PowerSource Philippines DevCo
- San Jose City I Power Corp, Philippines
- Essar Steel Hazira Ltd - India
- Therma Luzon, Inc, Philippines
- Indika Energy - Indonesia
- India Bulls Power Limited - India
- Anglo American - United Kingdom
- Siam City Cement - Thailand
- TNB Fuel Sdn Bhd - Malaysia
- Globalindo Alam Lestari - Indonesia
- International Coal Ventures Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Edison Trading Spa - Italy
- Eastern Coal Council - USA
- Dalmia Cement Bharat India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Goldman Sachs - Singapore
- Asmin Koalindo Tuhup - Indonesia
- Petron Corporation, Philippines
- Economic Council, Georgia
- Banpu Public Company Limited - Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- Toyota Tsusho Corporation, Japan
- Indian Energy Exchange, India
- Carbofer General Trading SA - India
- Parliament of New Zealand
- Meralco Power Generation, Philippines
- Makarim & Taira - Indonesia
- Sarangani Energy Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Madhucon Powers Ltd - India
- Sical Logistics Limited - India
- Wilmar Investment Holdings
- Petrochimia International Co. Ltd.- Taiwan
- Holcim Trading Pte Ltd - Singapore
- AsiaOL BioFuels Corp., Philippines
- Bulk Trading Sa - Switzerland
- Energy Link Ltd, New Zealand
- Ceylon Electricity Board - Sri Lanka
- Bangladesh Power Developement Board
- Mercator Lines Limited - India
- IHS Mccloskey Coal Group - USA
- Tata Chemicals Ltd - India
- Oldendorff Carriers - Singapore
- Commonwealth Bank - Australia
- Bhatia International Limited - India
- Savvy Resources Ltd - HongKong
- Kideco Jaya Agung - Indonesia
- Jaiprakash Power Ventures ltd
- Agrawal Coal Company - India
- New Zealand Coal & Carbon
- GVK Power & Infra Limited - India
- Meenaskhi Energy Private Limited - India
- Krishnapatnam Port Company Ltd. - India
- GN Power Mariveles Coal Plant, Philippines
- Medco Energi Mining Internasional
- Videocon Industries ltd - India
- Planning Commission, India
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