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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, 24 July 18
TANKER MARKET : IN TERMS OF TRADE, THE STEPS THAT WERE SLOWLY BEING TAKEN BY OPEC AND RUSSIA - GEORGE LAZARIDIS
Despite the fact that the tanker market still seems to be in the midst of a perfect storm, there are still strong indicators that better sailing da ...
Thursday, 19 July 18
VINACOMIN PRODUCES OVER 20 MLN TONNES OF RAW COAL FROM YEAR'S START - VNA
The Vietnam National Coal and Mineral Industries Group (Vinacomin) has produced over 20 million tonnes of raw coal and 19.3 million of clean coal f ...
Wednesday, 18 July 18
INDONESIA TO AUCTION 16 MINING SITES - JP
Indonesia will soon auction 16 mining sites as no proposal submissions have been submitted by state-owned enterprises (BUMN) and regional administr ...
Wednesday, 18 July 18
SHIPPING MARKET INSIGHT - VASILIS MOIRIS
The new regulations for Chinese flag restricting import of Tier I ships have dominated market sentiment during the past days as buyers have been tr ...
Thursday, 12 July 18
SUPRAMAX: INDO/CHINA COAL RV IS BEING FIXED AROUND USD 10500 BSS SINGAPORE - FEARNLEYS
Capesize
Cape market continue to be extremely volatile says Fearnleys in its latst weekly report.
The further noted that, last week ended wi ...
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- Leighton Contractors Pty Ltd - Australia
- IEA Clean Coal Centre - UK
- Australian Commodity Traders Exchange
- Kaltim Prima Coal - Indonesia
- Indian Oil Corporation Limited
- Malabar Cements Ltd - India
- Latin American Coal - Colombia
- Gujarat Mineral Development Corp Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Vedanta Resources Plc - India
- Commonwealth Bank - Australia
- Jindal Steel & Power Ltd - India
- Grasim Industreis Ltd - India
- Binh Thuan Hamico - Vietnam
- Neyveli Lignite Corporation Ltd, - India
- Kobexindo Tractors - Indoneisa
- Renaissance Capital - South Africa
- Coastal Gujarat Power Limited - India
- Economic Council, Georgia
- Petron Corporation, Philippines
- Indian Energy Exchange, India
- GAC Shipping (India) Pvt Ltd
- Parliament of New Zealand
- SMG Consultants - Indonesia
- Mintek Dendrill Indonesia
- Edison Trading Spa - Italy
- Salva Resources Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Heidelberg Cement - Germany
- European Bulk Services B.V. - Netherlands
- Jaiprakash Power Ventures ltd
- Mercator Lines Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- GMR Energy Limited - India
- Iligan Light & Power Inc, Philippines
- Vizag Seaport Private Limited - India
- Lanco Infratech Ltd - India
- Aboitiz Power Corporation - Philippines
- Madhucon Powers Ltd - India
- Indogreen Group - Indonesia
- Bhatia International Limited - India
- Simpson Spence & Young - Indonesia
- Orica Australia Pty. Ltd.
- McConnell Dowell - Australia
- TNB Fuel Sdn Bhd - Malaysia
- PNOC Exploration Corporation - Philippines
- Savvy Resources Ltd - HongKong
- AsiaOL BioFuels Corp., Philippines
- Tata Chemicals Ltd - India
- Dalmia Cement Bharat India
- Siam City Cement - Thailand
- MS Steel International - UAE
- CIMB Investment Bank - Malaysia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- GN Power Mariveles Coal Plant, Philippines
- Chamber of Mines of South Africa
- Tamil Nadu electricity Board
- Coalindo Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- Bayan Resources Tbk. - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Baramulti Group, Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Altura Mining Limited, Indonesia
- Bukit Baiduri Energy - Indonesia
- Essar Steel Hazira Ltd - India
- GVK Power & Infra Limited - India
- Ministry of Transport, Egypt
- Carbofer General Trading SA - India
- Central Java Power - Indonesia
- Bangladesh Power Developement Board
- Bharathi Cement Corporation - India
- VISA Power Limited - India
- Medco Energi Mining Internasional
- London Commodity Brokers - England
- Deloitte Consulting - India
- SN Aboitiz Power Inc, Philippines
- Krishnapatnam Port Company Ltd. - India
- Xindia Steels Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Bhushan Steel Limited - India
- Indo Tambangraya Megah - Indonesia
- Coal and Oil Company - UAE
- Pendopo Energi Batubara - Indonesia
- Eastern Coal Council - USA
- Global Green Power PLC Corporation, Philippines
- Australian Coal Association
- Cigading International Bulk Terminal - Indonesia
- Ministry of Finance - Indonesia
- Rio Tinto Coal - Australia
- Metalloyd Limited - United Kingdom
- Borneo Indobara - Indonesia
- Planning Commission, India
- New Zealand Coal & Carbon
- Eastern Energy - Thailand
- Globalindo Alam Lestari - Indonesia
- Kumho Petrochemical, South Korea
- Ceylon Electricity Board - Sri Lanka
- Antam Resourcindo - Indonesia
- Sakthi Sugars Limited - India
- Merrill Lynch Commodities Europe
- Therma Luzon, Inc, Philippines
- Barasentosa Lestari - Indonesia
- Sree Jayajothi Cements Limited - India
- Videocon Industries ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Interocean Group of Companies - India
- Riau Bara Harum - Indonesia
- Minerals Council of Australia
- SMC Global Power, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Oldendorff Carriers - Singapore
- Sical Logistics Limited - India
- OPG Power Generation Pvt Ltd - India
- Mercuria Energy - Indonesia
- Standard Chartered Bank - UAE
- Trasteel International SA, Italy
- Alfred C Toepfer International GmbH - Germany
- Energy Development Corp, Philippines
- Semirara Mining and Power Corporation, Philippines
- Africa Commodities Group - South Africa
- Intertek Mineral Services - Indonesia
- Uttam Galva Steels Limited - India
- Central Electricity Authority - India
- CNBM International Corporation - China
- Chettinad Cement Corporation Ltd - India
- Ind-Barath Power Infra Limited - India
- Kideco Jaya Agung - Indonesia
- Indonesian Coal Mining Association
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Toyota Tsusho Corporation, Japan
- Directorate General of MIneral and Coal - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- PTC India Limited - India
- Bulk Trading Sa - Switzerland
- Thiess Contractors Indonesia
- Billiton Holdings Pty Ltd - Australia
- PetroVietnam Power Coal Import and Supply Company
- Miang Besar Coal Terminal - Indonesia
- Meenaskhi Energy Private Limited - India
- The State Trading Corporation of India Ltd
- Ministry of Mines - Canada
- The University of Queensland
- Banpu Public Company Limited - Thailand
- IHS Mccloskey Coal Group - USA
- ASAPP Information Group - India
- Georgia Ports Authority, United States
- Sinarmas Energy and Mining - Indonesia
- Larsen & Toubro Limited - India
- International Coal Ventures Pvt Ltd - India
- Posco Energy - South Korea
- Goldman Sachs - Singapore
- Wood Mackenzie - Singapore
- Singapore Mercantile Exchange
- Thai Mozambique Logistica
- Energy Link Ltd, New Zealand
- Global Business Power Corporation, Philippines
- Bhoruka Overseas - Indonesia
- Semirara Mining Corp, Philippines
- Kartika Selabumi Mining - Indonesia
- Electricity Authority, New Zealand
- Siam City Cement PLC, Thailand
- India Bulls Power Limited - India
- Directorate Of Revenue Intelligence - India
- Sindya Power Generating Company Private Ltd
- Romanian Commodities Exchange
- Independent Power Producers Association of India
- Straits Asia Resources Limited - Singapore
- Sarangani Energy Corporation, Philippines
- The Treasury - Australian Government
- Electricity Generating Authority of Thailand
- Gujarat Electricity Regulatory Commission - India
- Karaikal Port Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- ICICI Bank Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Marubeni Corporation - India
- Price Waterhouse Coopers - Russia
- Mjunction Services Limited - India
- Indika Energy - Indonesia
- White Energy Company Limited
- Meralco Power Generation, Philippines
- Kepco SPC Power Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Orica Mining Services - Indonesia
- Parry Sugars Refinery, India
- Port Waratah Coal Services - Australia
- Ambuja Cements Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Wilmar Investment Holdings
- Star Paper Mills Limited - India
- Attock Cement Pakistan Limited
- Global Coal Blending Company Limited - Australia
- South Luzon Thermal Energy Corporation
- PowerSource Philippines DevCo
- Vijayanagar Sugar Pvt Ltd - India
- Agrawal Coal Company - India
- Jorong Barutama Greston.PT - Indonesia
- Cement Manufacturers Association - India
- Maheswari Brothers Coal Limited - India
- Anglo American - United Kingdom
- Power Finance Corporation Ltd., India
- Sojitz Corporation - Japan
- Kohat Cement Company Ltd. - Pakistan
- Aditya Birla Group - India
- Manunggal Multi Energi - Indonesia
- Makarim & Taira - Indonesia
- Bukit Makmur.PT - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Samtan Co., Ltd - South Korea
- San Jose City I Power Corp, Philippines
- Gujarat Sidhee Cement - India
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