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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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Tuesday, 28 August 18
SUPRAMAX: A COAL TRIP VIA INDONESIA PAID $13,500 ON A 56,000DWT TO WC INDIA - BALTIC BRIEFING
Capesize
The Singapore holiday mid-week disrupted trading and unsettled the market, with owners losing some resilience. The market took on a la ...
Tuesday, 28 August 18
SHIPPING MARKET UPDATE - GEORGE LAZARIDIS
As we edge close to the start of the Autumn Season, a period within the year that is usually characterized as the pivot point from the final quarte ...
Friday, 24 August 18
KOREAN RESTRICTIONS ON COAL SULPHUR IMPACTING HUNTER EXPORTS - THE HERALD
WARNINGS that Korean restrictions on sulphur levels in coal could hurt the Hunter industry appear to have been accurate, according to a report in t ...
Thursday, 23 August 18
RUSSIA'S MECHEL PRODUCED 9.69 MMT OF RUN-OF-MINE COAL IN 1H'2018
Mechel PAO, one of the leading Russian mining and metals companies, announces 1H2018 operational results.
Mechel PAO’s Chief E ...
Thursday, 23 August 18
SUPRAMAX: SOME FRESH COAL CARGOES APPEARED IN SE ASIA, GIVING A BIT PRESSURE ON RATES FOR END AUGUST SHIPMENTS - FEARNLEYS
Capesize
Slightly softer but generally very healthy for the big ships, with limited supply of early tonnage and positive Brazilian ore export v ...
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Showing 1636 to 1640 news of total 6871 |
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- European Bulk Services B.V. - Netherlands
- Kohat Cement Company Ltd. - Pakistan
- Bhushan Steel Limited - India
- Grasim Industreis Ltd - India
- Africa Commodities Group - South Africa
- GN Power Mariveles Coal Plant, Philippines
- Manunggal Multi Energi - Indonesia
- Bangladesh Power Developement Board
- Alfred C Toepfer International GmbH - Germany
- Rashtriya Ispat Nigam Limited - India
- Barasentosa Lestari - Indonesia
- Power Finance Corporation Ltd., India
- Wood Mackenzie - Singapore
- Marubeni Corporation - India
- Sarangani Energy Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Xindia Steels Limited - India
- Iligan Light & Power Inc, Philippines
- Independent Power Producers Association of India
- Georgia Ports Authority, United States
- Timah Investasi Mineral - Indoneisa
- Sinarmas Energy and Mining - Indonesia
- Salva Resources Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- Lanco Infratech Ltd - India
- SN Aboitiz Power Inc, Philippines
- Energy Link Ltd, New Zealand
- Cement Manufacturers Association - India
- San Jose City I Power Corp, Philippines
- Altura Mining Limited, Indonesia
- Singapore Mercantile Exchange
- Directorate General of MIneral and Coal - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- SMG Consultants - Indonesia
- Gujarat Sidhee Cement - India
- Kapuas Tunggal Persada - Indonesia
- Essar Steel Hazira Ltd - India
- Sojitz Corporation - Japan
- Videocon Industries ltd - India
- Ceylon Electricity Board - Sri Lanka
- The University of Queensland
- Krishnapatnam Port Company Ltd. - India
- Indian Energy Exchange, India
- Metalloyd Limited - United Kingdom
- Chettinad Cement Corporation Ltd - India
- Malabar Cements Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Oldendorff Carriers - Singapore
- Vizag Seaport Private Limited - India
- Indonesian Coal Mining Association
- Madhucon Powers Ltd - India
- Indika Energy - Indonesia
- Trasteel International SA, Italy
- Therma Luzon, Inc, Philippines
- Mjunction Services Limited - India
- Aboitiz Power Corporation - Philippines
- Kumho Petrochemical, South Korea
- IEA Clean Coal Centre - UK
- CNBM International Corporation - China
- Australian Coal Association
- Agrawal Coal Company - India
- GVK Power & Infra Limited - India
- Meralco Power Generation, Philippines
- Edison Trading Spa - Italy
- Global Green Power PLC Corporation, Philippines
- Samtan Co., Ltd - South Korea
- Bukit Asam (Persero) Tbk - Indonesia
- Directorate Of Revenue Intelligence - India
- TNB Fuel Sdn Bhd - Malaysia
- Global Business Power Corporation, Philippines
- Uttam Galva Steels Limited - India
- Australian Commodity Traders Exchange
- Ministry of Mines - Canada
- Coastal Gujarat Power Limited - India
- Globalindo Alam Lestari - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Straits Asia Resources Limited - Singapore
- Bhatia International Limited - India
- Latin American Coal - Colombia
- Sakthi Sugars Limited - India
- Sindya Power Generating Company Private Ltd
- Bahari Cakrawala Sebuku - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Toyota Tsusho Corporation, Japan
- Ambuja Cements Ltd - India
- GAC Shipping (India) Pvt Ltd
- Thai Mozambique Logistica
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Carbofer General Trading SA - India
- Ministry of Transport, Egypt
- Ind-Barath Power Infra Limited - India
- Maheswari Brothers Coal Limited - India
- Semirara Mining Corp, Philippines
- Bulk Trading Sa - Switzerland
- Borneo Indobara - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Coal and Oil Company - UAE
- Renaissance Capital - South Africa
- Attock Cement Pakistan Limited
- Posco Energy - South Korea
- Kideco Jaya Agung - Indonesia
- Antam Resourcindo - Indonesia
- Mintek Dendrill Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- India Bulls Power Limited - India
- Vedanta Resources Plc - India
- Parliament of New Zealand
- Wilmar Investment Holdings
- Miang Besar Coal Terminal - Indonesia
- Jindal Steel & Power Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Intertek Mineral Services - Indonesia
- Makarim & Taira - Indonesia
- Medco Energi Mining Internasional
- Kartika Selabumi Mining - Indonesia
- IHS Mccloskey Coal Group - USA
- Kaltim Prima Coal - Indonesia
- Savvy Resources Ltd - HongKong
- Neyveli Lignite Corporation Ltd, - India
- Jorong Barutama Greston.PT - Indonesia
- Standard Chartered Bank - UAE
- Romanian Commodities Exchange
- Sree Jayajothi Cements Limited - India
- Anglo American - United Kingdom
- Pendopo Energi Batubara - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Eastern Coal Council - USA
- Petron Corporation, Philippines
- Indian Oil Corporation Limited
- PNOC Exploration Corporation - Philippines
- Aditya Birla Group - India
- Bharathi Cement Corporation - India
- Riau Bara Harum - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Gujarat Electricity Regulatory Commission - India
- Heidelberg Cement - Germany
- Minerals Council of Australia
- Mercuria Energy - Indonesia
- Orica Australia Pty. Ltd.
- ASAPP Information Group - India
- OPG Power Generation Pvt Ltd - India
- London Commodity Brokers - England
- Tata Chemicals Ltd - India
- Parry Sugars Refinery, India
- Pipit Mutiara Jaya. PT, Indonesia
- Central Java Power - Indonesia
- Siam City Cement PLC, Thailand
- Ministry of Finance - Indonesia
- Commonwealth Bank - Australia
- Meenaskhi Energy Private Limited - India
- MS Steel International - UAE
- Goldman Sachs - Singapore
- Thiess Contractors Indonesia
- Cigading International Bulk Terminal - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Orica Mining Services - Indonesia
- Sical Logistics Limited - India
- VISA Power Limited - India
- Planning Commission, India
- Karbindo Abesyapradhi - Indoneisa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Tamil Nadu electricity Board
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Global Coal Blending Company Limited - Australia
- PTC India Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Electricity Authority, New Zealand
- Bhoruka Overseas - Indonesia
- Deloitte Consulting - India
- Eastern Energy - Thailand
- Mercator Lines Limited - India
- PowerSource Philippines DevCo
- Chamber of Mines of South Africa
- Banpu Public Company Limited - Thailand
- McConnell Dowell - Australia
- Central Electricity Authority - India
- Coalindo Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- Jaiprakash Power Ventures ltd
- GMR Energy Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Dalmia Cement Bharat India
- Larsen & Toubro Limited - India
- Bukit Makmur.PT - Indonesia
- Formosa Plastics Group - Taiwan
- The Treasury - Australian Government
- Bukit Baiduri Energy - Indonesia
- International Coal Ventures Pvt Ltd - India
- Baramulti Group, Indonesia
- ICICI Bank Limited - India
- Indo Tambangraya Megah - Indonesia
- Energy Development Corp, Philippines
- Merrill Lynch Commodities Europe
- Kepco SPC Power Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- Economic Council, Georgia
- Simpson Spence & Young - Indonesia
- The State Trading Corporation of India Ltd
- Rio Tinto Coal - Australia
- TeaM Sual Corporation - Philippines
- SMC Global Power, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Price Waterhouse Coopers - Russia
- Interocean Group of Companies - India
- South Luzon Thermal Energy Corporation
- Indogreen Group - Indonesia
- Port Waratah Coal Services - Australia
- Electricity Generating Authority of Thailand
- New Zealand Coal & Carbon
- White Energy Company Limited
- Binh Thuan Hamico - Vietnam
- Star Paper Mills Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Siam City Cement - Thailand
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