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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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Wednesday, 12 September 18
SHIPPING MARKET INSIGHT - THEODORE NTALAKOS
A recovery in the shipping market since last year has buoyed optimism amongst the people in the industry. Yet if you are to ask most ship-owners if ...
Monday, 10 September 18
HANDYSIZE: PERIOD ACTIVITY REMAINED LIMITED WITH A 37,000DWT REPORTEDLY FIXED FOR FOUR TO SIX MONTHS AT $10,500, OPEN IN MALAYSIA IN MID-SEPTEMBER - BALTIC BRIEFING
Capesize
Rates came under pressure for the big ships last week, despite paper values holding at reasonable levels as these trades continued to ...
Thursday, 06 September 18
INDONESIAN COAL PRICE REFERENCE FALLS FOR FIRST TIME IN 3 MONTHS
COALspot.com: The benchmark price of Indonesian thermal coal falls for first time in three months.
According to the latest min ...
Thursday, 06 September 18
SUPRAMAX: SE ASIA-INDO ROUNDS WITH COAL HAVE BEEN CONCLUDED IN THE $13000S RANGE - FEARNLEYS
Capesize
The big ships experiencing a bump in the road towards what is commonly expected to be by far the best period of this year. Average dai ...
Wednesday, 05 September 18
ASIAN DEMAND COULD CREATE DEFICIT IN GLOBAL LNG MARKET - FITCH RATINGS
Growing gas demand from Asia, particularly from China, could swing the liquefied natural gas (LNG) market into a deficit by 2022-2025, Fitch Rating ...
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Showing 1626 to 1630 news of total 6871 |
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- Indonesian Coal Mining Association
- IHS Mccloskey Coal Group - USA
- Heidelberg Cement - Germany
- Price Waterhouse Coopers - Russia
- Tamil Nadu electricity Board
- White Energy Company Limited
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Larsen & Toubro Limited - India
- European Bulk Services B.V. - Netherlands
- Electricity Generating Authority of Thailand
- Port Waratah Coal Services - Australia
- Central Electricity Authority - India
- Vizag Seaport Private Limited - India
- London Commodity Brokers - England
- MS Steel International - UAE
- Ceylon Electricity Board - Sri Lanka
- Energy Development Corp, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Kepco SPC Power Corporation, Philippines
- Energy Link Ltd, New Zealand
- Sarangani Energy Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Gujarat Electricity Regulatory Commission - India
- Indogreen Group - Indonesia
- Georgia Ports Authority, United States
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Merrill Lynch Commodities Europe
- Star Paper Mills Limited - India
- Videocon Industries ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Coalindo Energy - Indonesia
- Toyota Tsusho Corporation, Japan
- Alfred C Toepfer International GmbH - Germany
- Holcim Trading Pte Ltd - Singapore
- Bukit Makmur.PT - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Lanco Infratech Ltd - India
- Kideco Jaya Agung - Indonesia
- Bangladesh Power Developement Board
- Jindal Steel & Power Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Bharathi Cement Corporation - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Tata Chemicals Ltd - India
- Commonwealth Bank - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- The State Trading Corporation of India Ltd
- Australian Commodity Traders Exchange
- McConnell Dowell - Australia
- Global Coal Blending Company Limited - Australia
- Trasteel International SA, Italy
- Electricity Authority, New Zealand
- Sojitz Corporation - Japan
- Simpson Spence & Young - Indonesia
- Ministry of Transport, Egypt
- Thai Mozambique Logistica
- Carbofer General Trading SA - India
- Maheswari Brothers Coal Limited - India
- Economic Council, Georgia
- Malabar Cements Ltd - India
- Edison Trading Spa - Italy
- Cement Manufacturers Association - India
- Ind-Barath Power Infra Limited - India
- Uttam Galva Steels Limited - India
- VISA Power Limited - India
- Therma Luzon, Inc, Philippines
- Jaiprakash Power Ventures ltd
- New Zealand Coal & Carbon
- GVK Power & Infra Limited - India
- Grasim Industreis Ltd - India
- Borneo Indobara - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Mjunction Services Limited - India
- Xindia Steels Limited - India
- Indian Oil Corporation Limited
- Essar Steel Hazira Ltd - India
- Eastern Energy - Thailand
- Petrochimia International Co. Ltd.- Taiwan
- Indo Tambangraya Megah - Indonesia
- Ministry of Finance - Indonesia
- CIMB Investment Bank - Malaysia
- Metalloyd Limited - United Kingdom
- Deloitte Consulting - India
- Altura Mining Limited, Indonesia
- Romanian Commodities Exchange
- Jorong Barutama Greston.PT - Indonesia
- Straits Asia Resources Limited - Singapore
- India Bulls Power Limited - India
- Sinarmas Energy and Mining - Indonesia
- Africa Commodities Group - South Africa
- TeaM Sual Corporation - Philippines
- Makarim & Taira - Indonesia
- Aditya Birla Group - India
- Oldendorff Carriers - Singapore
- The University of Queensland
- Gujarat Sidhee Cement - India
- Dalmia Cement Bharat India
- Chamber of Mines of South Africa
- Meenaskhi Energy Private Limited - India
- Samtan Co., Ltd - South Korea
- Manunggal Multi Energi - Indonesia
- Sical Logistics Limited - India
- Anglo American - United Kingdom
- TNB Fuel Sdn Bhd - Malaysia
- Banpu Public Company Limited - Thailand
- Semirara Mining Corp, Philippines
- Barasentosa Lestari - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Semirara Mining and Power Corporation, Philippines
- Parliament of New Zealand
- Meralco Power Generation, Philippines
- GMR Energy Limited - India
- Singapore Mercantile Exchange
- Wood Mackenzie - Singapore
- Marubeni Corporation - India
- Antam Resourcindo - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- IEA Clean Coal Centre - UK
- Chettinad Cement Corporation Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Rio Tinto Coal - Australia
- PowerSource Philippines DevCo
- OPG Power Generation Pvt Ltd - India
- Madhucon Powers Ltd - India
- Timah Investasi Mineral - Indoneisa
- Formosa Plastics Group - Taiwan
- Sakthi Sugars Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- CNBM International Corporation - China
- Intertek Mineral Services - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- LBH Netherlands Bv - Netherlands
- Kumho Petrochemical, South Korea
- SN Aboitiz Power Inc, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Ministry of Mines - Canada
- Karaikal Port Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Ambuja Cements Ltd - India
- Coal and Oil Company - UAE
- Orica Australia Pty. Ltd.
- Kartika Selabumi Mining - Indonesia
- Globalindo Alam Lestari - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Gujarat Mineral Development Corp Ltd - India
- Siam City Cement - Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- Planning Commission, India
- Kaltim Prima Coal - Indonesia
- ASAPP Information Group - India
- Global Green Power PLC Corporation, Philippines
- PNOC Exploration Corporation - Philippines
- Bhatia International Limited - India
- Kobexindo Tractors - Indoneisa
- The Treasury - Australian Government
- Aboitiz Power Corporation - Philippines
- Indian Energy Exchange, India
- Wilmar Investment Holdings
- Standard Chartered Bank - UAE
- SMC Global Power, Philippines
- San Jose City I Power Corp, Philippines
- Agrawal Coal Company - India
- Sindya Power Generating Company Private Ltd
- Posco Energy - South Korea
- Mercator Lines Limited - India
- SMG Consultants - Indonesia
- Global Business Power Corporation, Philippines
- Riau Bara Harum - Indonesia
- Renaissance Capital - South Africa
- Vedanta Resources Plc - India
- Attock Cement Pakistan Limited
- Eastern Coal Council - USA
- Petron Corporation, Philippines
- Coastal Gujarat Power Limited - India
- Parry Sugars Refinery, India
- South Luzon Thermal Energy Corporation
- Directorate Of Revenue Intelligence - India
- Australian Coal Association
- Bulk Trading Sa - Switzerland
- Bhushan Steel Limited - India
- Indika Energy - Indonesia
- Thiess Contractors Indonesia
- Savvy Resources Ltd - HongKong
- Iligan Light & Power Inc, Philippines
- ICICI Bank Limited - India
- Krishnapatnam Port Company Ltd. - India
- Salva Resources Pvt Ltd - India
- Independent Power Producers Association of India
- Orica Mining Services - Indonesia
- Power Finance Corporation Ltd., India
- Neyveli Lignite Corporation Ltd, - India
- Sree Jayajothi Cements Limited - India
- Baramulti Group, Indonesia
- Mercuria Energy - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Vijayanagar Sugar Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Siam City Cement PLC, Thailand
- Minerals Council of Australia
- Latin American Coal - Colombia
- Binh Thuan Hamico - Vietnam
- Miang Besar Coal Terminal - Indonesia
- PTC India Limited - India
- Goldman Sachs - Singapore
- Interocean Group of Companies - India
- International Coal Ventures Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Bukit Baiduri Energy - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Medco Energi Mining Internasional
- Mintek Dendrill Indonesia
- Rashtriya Ispat Nigam Limited - India
- Central Java Power - Indonesia
- Bhoruka Overseas - Indonesia
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