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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, 16 August 18
COAL PRODUCTION AT 37.11 PERCENT OF FULL-YEAR TARGET - THE JAKARTA POST
Indonesian coal production was recorded at 180 million tons on Wednesday, or 37.11 percent of the government’s 485 million target this year.
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Thursday, 16 August 18
OIL MARKET HIGHLIGHTS - OPEC
Crude Oil Price Movements
In July, the OPEC Reference Basket increased marginally by 5¢ m-o-m to settle at $73.27/b. Oil futures saw mixed ...
Tuesday, 14 August 18
THE CAPESIZE MARKET HAS SHOWN A TREMENDOUS COURSE DURING THE PAST 12 MONTHS - THOMAS CHASAPIS
The Capesize market has shown a tremendous course during the past 12 months, having quickly climbed out of the “hole that it had found itself ...
Monday, 13 August 18
A 50,200 DWT FIXED DELIVERY SINGAPORE TRIP VIA INDONESIA REDELIVERY CHINA IN THE LOW $10,000S - THE BALTIC BRIEFING
Capesize
Expectations of a further push in the market were largely unfulfilled last week as rates come under pressure in Asia as the North Atla ...
Friday, 10 August 18
U.S. COAL PRODUCTION TO DECLINE BY 1.8% IN 2019 BECAUSE COAL EXPORTS AND COAL CONSUMPTION ARE BOTH FORECAST TO DECREASE - EIA
EIA forecasts U.S. coal production will decline by 1.1% to 766 million short tons (MMst) in 2018 despite a 5.7% (6 MMst) increase in coal exports.
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Showing 1646 to 1650 news of total 6871 |
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- Siam City Cement - Thailand
- Kobexindo Tractors - Indoneisa
- Bukit Baiduri Energy - Indonesia
- Rio Tinto Coal - Australia
- Vijayanagar Sugar Pvt Ltd - India
- International Coal Ventures Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Toyota Tsusho Corporation, Japan
- Ministry of Transport, Egypt
- Aditya Birla Group - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Africa Commodities Group - South Africa
- Ministry of Finance - Indonesia
- Samtan Co., Ltd - South Korea
- Jindal Steel & Power Ltd - India
- Ind-Barath Power Infra Limited - India
- Bhatia International Limited - India
- Madhucon Powers Ltd - India
- Sarangani Energy Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- GMR Energy Limited - India
- Wilmar Investment Holdings
- Indika Energy - Indonesia
- Medco Energi Mining Internasional
- Independent Power Producers Association of India
- Bulk Trading Sa - Switzerland
- IEA Clean Coal Centre - UK
- SMC Global Power, Philippines
- McConnell Dowell - Australia
- Agrawal Coal Company - India
- Thiess Contractors Indonesia
- Leighton Contractors Pty Ltd - Australia
- GAC Shipping (India) Pvt Ltd
- Aboitiz Power Corporation - Philippines
- Karaikal Port Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- Goldman Sachs - Singapore
- OPG Power Generation Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- Pendopo Energi Batubara - Indonesia
- MS Steel International - UAE
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- London Commodity Brokers - England
- Riau Bara Harum - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Ceylon Electricity Board - Sri Lanka
- Mercator Lines Limited - India
- Essar Steel Hazira Ltd - India
- Formosa Plastics Group - Taiwan
- Bahari Cakrawala Sebuku - Indonesia
- Sree Jayajothi Cements Limited - India
- Economic Council, Georgia
- Minerals Council of Australia
- Australian Commodity Traders Exchange
- GVK Power & Infra Limited - India
- Bhushan Steel Limited - India
- Jaiprakash Power Ventures ltd
- Marubeni Corporation - India
- Wood Mackenzie - Singapore
- Uttam Galva Steels Limited - India
- Australian Coal Association
- VISA Power Limited - India
- Bhoruka Overseas - Indonesia
- India Bulls Power Limited - India
- Commonwealth Bank - Australia
- Standard Chartered Bank - UAE
- PTC India Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Alfred C Toepfer International GmbH - Germany
- Bukit Asam (Persero) Tbk - Indonesia
- PowerSource Philippines DevCo
- Jorong Barutama Greston.PT - Indonesia
- Timah Investasi Mineral - Indoneisa
- Deloitte Consulting - India
- AsiaOL BioFuels Corp., Philippines
- Maheswari Brothers Coal Limited - India
- Posco Energy - South Korea
- Coastal Gujarat Power Limited - India
- IHS Mccloskey Coal Group - USA
- Bharathi Cement Corporation - India
- Merrill Lynch Commodities Europe
- Renaissance Capital - South Africa
- Videocon Industries ltd - India
- Georgia Ports Authority, United States
- Meenaskhi Energy Private Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Miang Besar Coal Terminal - Indonesia
- Attock Cement Pakistan Limited
- Karbindo Abesyapradhi - Indoneisa
- ICICI Bank Limited - India
- Mjunction Services Limited - India
- SMG Consultants - Indonesia
- Banpu Public Company Limited - Thailand
- Vizag Seaport Private Limited - India
- Indian Oil Corporation Limited
- Ministry of Mines - Canada
- Simpson Spence & Young - Indonesia
- Trasteel International SA, Italy
- Sindya Power Generating Company Private Ltd
- Kideco Jaya Agung - Indonesia
- Anglo American - United Kingdom
- Thai Mozambique Logistica
- Electricity Generating Authority of Thailand
- Edison Trading Spa - Italy
- Krishnapatnam Port Company Ltd. - India
- Kartika Selabumi Mining - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Siam City Cement PLC, Thailand
- Directorate Of Revenue Intelligence - India
- Tata Chemicals Ltd - India
- Tamil Nadu electricity Board
- European Bulk Services B.V. - Netherlands
- Chettinad Cement Corporation Ltd - India
- Star Paper Mills Limited - India
- Planning Commission, India
- Altura Mining Limited, Indonesia
- Therma Luzon, Inc, Philippines
- Coal and Oil Company - UAE
- Singapore Mercantile Exchange
- Gujarat Electricity Regulatory Commission - India
- Straits Asia Resources Limited - Singapore
- Gujarat Sidhee Cement - India
- Ambuja Cements Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Energy Development Corp, Philippines
- Binh Thuan Hamico - Vietnam
- Global Coal Blending Company Limited - Australia
- PNOC Exploration Corporation - Philippines
- Price Waterhouse Coopers - Russia
- Lanco Infratech Ltd - India
- Coalindo Energy - Indonesia
- Larsen & Toubro Limited - India
- Carbofer General Trading SA - India
- CNBM International Corporation - China
- Latin American Coal - Colombia
- Electricity Authority, New Zealand
- Central Electricity Authority - India
- Manunggal Multi Energi - Indonesia
- Malabar Cements Ltd - India
- Savvy Resources Ltd - HongKong
- Kaltim Prima Coal - Indonesia
- Indo Tambangraya Megah - Indonesia
- Heidelberg Cement - Germany
- TeaM Sual Corporation - Philippines
- Intertek Mineral Services - Indonesia
- Xindia Steels Limited - India
- The University of Queensland
- Grasim Industreis Ltd - India
- Chamber of Mines of South Africa
- Sakthi Sugars Limited - India
- Rashtriya Ispat Nigam Limited - India
- Petron Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- Interocean Group of Companies - India
- Holcim Trading Pte Ltd - Singapore
- Borneo Indobara - Indonesia
- White Energy Company Limited
- Meralco Power Generation, Philippines
- South Luzon Thermal Energy Corporation
- Salva Resources Pvt Ltd - India
- Sojitz Corporation - Japan
- Indonesian Coal Mining Association
- Gujarat Mineral Development Corp Ltd - India
- Cement Manufacturers Association - India
- Energy Link Ltd, New Zealand
- Iligan Light & Power Inc, Philippines
- Bangladesh Power Developement Board
- Baramulti Group, Indonesia
- ASAPP Information Group - India
- Eastern Energy - Thailand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Parliament of New Zealand
- San Jose City I Power Corp, Philippines
- Global Green Power PLC Corporation, Philippines
- Eastern Coal Council - USA
- Kalimantan Lumbung Energi - Indonesia
- Semirara Mining Corp, Philippines
- Globalindo Alam Lestari - Indonesia
- SN Aboitiz Power Inc, Philippines
- The State Trading Corporation of India Ltd
- Kapuas Tunggal Persada - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Mercuria Energy - Indonesia
- Romanian Commodities Exchange
- Power Finance Corporation Ltd., India
- Sinarmas Energy and Mining - Indonesia
- Central Java Power - Indonesia
- Metalloyd Limited - United Kingdom
- Bayan Resources Tbk. - Indonesia
- Kumho Petrochemical, South Korea
- Vedanta Resources Plc - India
- Dalmia Cement Bharat India
- Port Waratah Coal Services - Australia
- New Zealand Coal & Carbon
- The Treasury - Australian Government
- Sical Logistics Limited - India
- Bukit Makmur.PT - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Orica Mining Services - Indonesia
- Indian Energy Exchange, India
- Indogreen Group - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Maharashtra Electricity Regulatory Commission - India
- Makarim & Taira - Indonesia
- Global Business Power Corporation, Philippines
- Mintek Dendrill Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- CIMB Investment Bank - Malaysia
- Antam Resourcindo - Indonesia
- Parry Sugars Refinery, India
- Orica Australia Pty. Ltd.
- Kepco SPC Power Corporation, Philippines
- Oldendorff Carriers - Singapore
- PetroVietnam Power Coal Import and Supply Company
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