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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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Thursday, 13 September 18
SHIPPING IS INCREASINGLY CAUGHT IN THE TRADE WAR LINE OF CROSSFIRE - PETER SAND
Once again, the already long list of tariffed goods has been made even longer. Many more commodities were hit on 23 August, but September is likely ...
Wednesday, 12 September 18
THE INTERRELATIONSHIP BETWEEN LETTERS OF INDEMNITY AND CHARTERPARTY "TIME BAR" PROVISIONS - STANDARD CLUB
KNOWLEDGE TO ELEVATE
Introduction
A recent English Court of Appeal decision provides important guidance on the applicability of charterpar ...
Wednesday, 12 September 18
IS LNG POISED FOR A NEW GROWTH CYCLE? - WOOD MACKENZIE
Gas needs to work for its long-term sustainability. But the mood music is upbeat. Just 18 months ago the LNG market was depressed, anticipating an ...
Wednesday, 12 September 18
U.S. TOTAL COAL EXPORTS TO BE 107 MMST IN 2018 AND 101 MMST IN 2019 - EIA
EIA forecasts U.S. coal production will decline by 1% to 768 million short tons (MMst) in 2018, despite a 10% (10 MMst) increase in coal exports.
...
Wednesday, 12 September 18
MARINE BUNKERS: THE END OF THE WORLD AS WE KNOW IT - IBIA
KNOWLEDGE TO ELEVATE
The world of bunkers is heading for rapid and fundamental changes and not just because of the 0.50% sulphur cap in 2020. ...
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Showing 1621 to 1625 news of total 6871 |
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- Uttam Galva Steels Limited - India
- Altura Mining Limited, Indonesia
- Eastern Coal Council - USA
- Mercator Lines Limited - India
- Global Coal Blending Company Limited - Australia
- Coal and Oil Company - UAE
- Bharathi Cement Corporation - India
- Dalmia Cement Bharat India
- Videocon Industries ltd - India
- Global Business Power Corporation, Philippines
- The Treasury - Australian Government
- Indogreen Group - Indonesia
- TeaM Sual Corporation - Philippines
- SN Aboitiz Power Inc, Philippines
- Meralco Power Generation, Philippines
- Siam City Cement - Thailand
- Bhoruka Overseas - Indonesia
- Heidelberg Cement - Germany
- Pendopo Energi Batubara - Indonesia
- Orica Mining Services - Indonesia
- Thai Mozambique Logistica
- Semirara Mining Corp, Philippines
- CNBM International Corporation - China
- Renaissance Capital - South Africa
- Gujarat Mineral Development Corp Ltd - India
- Independent Power Producers Association of India
- Jaiprakash Power Ventures ltd
- Tamil Nadu electricity Board
- Jindal Steel & Power Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Commonwealth Bank - Australia
- Bhushan Steel Limited - India
- Borneo Indobara - Indonesia
- Barasentosa Lestari - Indonesia
- Wood Mackenzie - Singapore
- White Energy Company Limited
- India Bulls Power Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Wilmar Investment Holdings
- Sakthi Sugars Limited - India
- Port Waratah Coal Services - Australia
- Krishnapatnam Port Company Ltd. - India
- London Commodity Brokers - England
- Indonesian Coal Mining Association
- Indian Energy Exchange, India
- IEA Clean Coal Centre - UK
- Binh Thuan Hamico - Vietnam
- Mjunction Services Limited - India
- Antam Resourcindo - Indonesia
- Central Electricity Authority - India
- Deloitte Consulting - India
- Posco Energy - South Korea
- Kartika Selabumi Mining - Indonesia
- Sree Jayajothi Cements Limited - India
- Edison Trading Spa - Italy
- Kideco Jaya Agung - Indonesia
- European Bulk Services B.V. - Netherlands
- Energy Development Corp, Philippines
- Eastern Energy - Thailand
- South Luzon Thermal Energy Corporation
- Power Finance Corporation Ltd., India
- Australian Commodity Traders Exchange
- SMC Global Power, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Cement Manufacturers Association - India
- Mercuria Energy - Indonesia
- Interocean Group of Companies - India
- Carbofer General Trading SA - India
- Simpson Spence & Young - Indonesia
- Chettinad Cement Corporation Ltd - India
- Sical Logistics Limited - India
- Samtan Co., Ltd - South Korea
- Indika Energy - Indonesia
- Sindya Power Generating Company Private Ltd
- Metalloyd Limited - United Kingdom
- Electricity Authority, New Zealand
- Larsen & Toubro Limited - India
- Parry Sugars Refinery, India
- Merrill Lynch Commodities Europe
- Makarim & Taira - Indonesia
- Riau Bara Harum - Indonesia
- VISA Power Limited - India
- Africa Commodities Group - South Africa
- Directorate Of Revenue Intelligence - India
- Maheswari Brothers Coal Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Anglo American - United Kingdom
- McConnell Dowell - Australia
- Minerals Council of Australia
- Price Waterhouse Coopers - Russia
- Petrochimia International Co. Ltd.- Taiwan
- Rio Tinto Coal - Australia
- Bangladesh Power Developement Board
- Planning Commission, India
- Kaltim Prima Coal - Indonesia
- Bhatia International Limited - India
- Kobexindo Tractors - Indoneisa
- Singapore Mercantile Exchange
- PowerSource Philippines DevCo
- Chamber of Mines of South Africa
- Billiton Holdings Pty Ltd - Australia
- PTC India Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Intertek Mineral Services - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Trasteel International SA, Italy
- Baramulti Group, Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Rashtriya Ispat Nigam Limited - India
- Central Java Power - Indonesia
- Kepco SPC Power Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- IHS Mccloskey Coal Group - USA
- PetroVietnam Power Coal Import and Supply Company
- Aboitiz Power Corporation - Philippines
- Orica Australia Pty. Ltd.
- Asmin Koalindo Tuhup - Indonesia
- Thiess Contractors Indonesia
- Kumho Petrochemical, South Korea
- Bahari Cakrawala Sebuku - Indonesia
- Essar Steel Hazira Ltd - India
- CIMB Investment Bank - Malaysia
- Marubeni Corporation - India
- SMG Consultants - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Tata Chemicals Ltd - India
- Xindia Steels Limited - India
- New Zealand Coal & Carbon
- Ministry of Mines - Canada
- Sarangani Energy Corporation, Philippines
- Ministry of Finance - Indonesia
- Petron Corporation, Philippines
- Indian Oil Corporation Limited
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Karbindo Abesyapradhi - Indoneisa
- Leighton Contractors Pty Ltd - Australia
- Agrawal Coal Company - India
- Vedanta Resources Plc - India
- Bayan Resources Tbk. - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Georgia Ports Authority, United States
- Bulk Trading Sa - Switzerland
- MS Steel International - UAE
- GMR Energy Limited - India
- Parliament of New Zealand
- Malabar Cements Ltd - India
- International Coal Ventures Pvt Ltd - India
- Economic Council, Georgia
- Grasim Industreis Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Ceylon Electricity Board - Sri Lanka
- Gujarat Sidhee Cement - India
- OPG Power Generation Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Savvy Resources Ltd - HongKong
- ICICI Bank Limited - India
- The University of Queensland
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bank of Tokyo Mitsubishi UFJ Ltd
- Global Green Power PLC Corporation, Philippines
- Standard Chartered Bank - UAE
- Offshore Bulk Terminal Pte Ltd, Singapore
- ASAPP Information Group - India
- Vizag Seaport Private Limited - India
- Romanian Commodities Exchange
- Australian Coal Association
- Mintek Dendrill Indonesia
- Holcim Trading Pte Ltd - Singapore
- Goldman Sachs - Singapore
- Timah Investasi Mineral - Indoneisa
- Coalindo Energy - Indonesia
- Formosa Plastics Group - Taiwan
- Banpu Public Company Limited - Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- Aditya Birla Group - India
- Pipit Mutiara Jaya. PT, Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Electricity Generating Authority of Thailand
- Coastal Gujarat Power Limited - India
- Latin American Coal - Colombia
- Sinarmas Energy and Mining - Indonesia
- Energy Link Ltd, New Zealand
- Meenaskhi Energy Private Limited - India
- Therma Luzon, Inc, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Madhucon Powers Ltd - India
- PNOC Exploration Corporation - Philippines
- Iligan Light & Power Inc, Philippines
- Bukit Makmur.PT - Indonesia
- Salva Resources Pvt Ltd - India
- Sojitz Corporation - Japan
- GAC Shipping (India) Pvt Ltd
- Toyota Tsusho Corporation, Japan
- Ambuja Cements Ltd - India
- Karaikal Port Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- San Jose City I Power Corp, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Star Paper Mills Limited - India
- LBH Netherlands Bv - Netherlands
- Lanco Infratech Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Ind-Barath Power Infra Limited - India
- The State Trading Corporation of India Ltd
- Medco Energi Mining Internasional
- AsiaOL BioFuels Corp., Philippines
- GVK Power & Infra Limited - India
- Siam City Cement PLC, Thailand
- Attock Cement Pakistan Limited
- Miang Besar Coal Terminal - Indonesia
- Manunggal Multi Energi - Indonesia
- Bukit Baiduri Energy - Indonesia
- Globalindo Alam Lestari - Indonesia
- Oldendorff Carriers - Singapore
- Ministry of Transport, Egypt
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