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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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Friday, 29 June 18
THE LBH GROUP AND RHENUS PLAN TO ESTABLISH A JOINT COMPANY
Press Release: The port services provider, the LBH Group, and the logistics specialist Rhenus, are planning to cooperate closely in the European in ...
Friday, 29 June 18
SUPRAMAX: INDO / CHINA COAL ROUNDS PAYING AROUND USD HIGH 11000 - FEARNLYS
Capesize
Its been an interesting week with a strong demand for ships out of Brazil, making C3 rates remain around USD 19 pmt said Fearnlys in i ...
Friday, 29 June 18
JAPAN'S TOHOKU ELEC, GLENCORE ABANDON APRIL-MARCH COAL CONTRACT TALKS - REUTERS
Japan’s Tohoku Electric Power Co Inc and Glencore Plc have abandoned talks on annual thermal coal supplies after failing to reach an agreemen ...
Wednesday, 27 June 18
SHIPPING MARKET INSIGHT - APOSTOLOS ROMPOPOULOS
After the abolishment of the trade embargo against Iran, there was a lot of optimism from the country’s side, as after quite some time a numb ...
Tuesday, 26 June 18
"ALWAYS ACCESSIBLE": ARRIVAL, DEPARTURE OR BOTH? - INCE & CO
KNOWLEDGE TO ELEVATE
An “always accessible” berth warranty is often used by an owner to transfer the risk of delays in berthing to ...
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Showing 1686 to 1690 news of total 6871 |
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- Renaissance Capital - South Africa
- Semirara Mining and Power Corporation, Philippines
- Medco Energi Mining Internasional
- Economic Council, Georgia
- Manunggal Multi Energi - Indonesia
- CNBM International Corporation - China
- Ind-Barath Power Infra Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- London Commodity Brokers - England
- Vijayanagar Sugar Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- Bayan Resources Tbk. - Indonesia
- ICICI Bank Limited - India
- Indo Tambangraya Megah - Indonesia
- Xindia Steels Limited - India
- GMR Energy Limited - India
- Agrawal Coal Company - India
- Kalimantan Lumbung Energi - Indonesia
- Gujarat Sidhee Cement - India
- Global Business Power Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- SMG Consultants - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Bangladesh Power Developement Board
- Intertek Mineral Services - Indonesia
- Oldendorff Carriers - Singapore
- India Bulls Power Limited - India
- Chettinad Cement Corporation Ltd - India
- Thai Mozambique Logistica
- Gujarat Electricity Regulatory Commission - India
- Kartika Selabumi Mining - Indonesia
- Altura Mining Limited, Indonesia
- Merrill Lynch Commodities Europe
- The Treasury - Australian Government
- International Coal Ventures Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Mercator Lines Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- McConnell Dowell - Australia
- Uttam Galva Steels Limited - India
- Anglo American - United Kingdom
- TeaM Sual Corporation - Philippines
- Romanian Commodities Exchange
- San Jose City I Power Corp, Philippines
- GVK Power & Infra Limited - India
- Orica Australia Pty. Ltd.
- Indian Energy Exchange, India
- Siam City Cement PLC, Thailand
- Asmin Koalindo Tuhup - Indonesia
- Parry Sugars Refinery, India
- Jaiprakash Power Ventures ltd
- Salva Resources Pvt Ltd - India
- The University of Queensland
- Alfred C Toepfer International GmbH - Germany
- Sarangani Energy Corporation, Philippines
- Wood Mackenzie - Singapore
- The State Trading Corporation of India Ltd
- Simpson Spence & Young - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Borneo Indobara - Indonesia
- Bharathi Cement Corporation - India
- Madhucon Powers Ltd - India
- White Energy Company Limited
- Cement Manufacturers Association - India
- Standard Chartered Bank - UAE
- Star Paper Mills Limited - India
- Central Java Power - Indonesia
- Carbofer General Trading SA - India
- Binh Thuan Hamico - Vietnam
- Globalindo Alam Lestari - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Aditya Birla Group - India
- Georgia Ports Authority, United States
- Baramulti Group, Indonesia
- European Bulk Services B.V. - Netherlands
- Posco Energy - South Korea
- Therma Luzon, Inc, Philippines
- IHS Mccloskey Coal Group - USA
- Kumho Petrochemical, South Korea
- Electricity Authority, New Zealand
- Mjunction Services Limited - India
- Wilmar Investment Holdings
- Mintek Dendrill Indonesia
- LBH Netherlands Bv - Netherlands
- Malabar Cements Ltd - India
- Ministry of Finance - Indonesia
- Sical Logistics Limited - India
- Planning Commission, India
- Marubeni Corporation - India
- Sree Jayajothi Cements Limited - India
- Minerals Council of Australia
- Kepco SPC Power Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Meenaskhi Energy Private Limited - India
- Samtan Co., Ltd - South Korea
- Leighton Contractors Pty Ltd - Australia
- SMC Global Power, Philippines
- Sindya Power Generating Company Private Ltd
- Bhoruka Overseas - Indonesia
- Pendopo Energi Batubara - Indonesia
- Bukit Makmur.PT - Indonesia
- Antam Resourcindo - Indonesia
- Electricity Generating Authority of Thailand
- Tamil Nadu electricity Board
- PetroVietnam Power Coal Import and Supply Company
- Vedanta Resources Plc - India
- ASAPP Information Group - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Petron Corporation, Philippines
- Eastern Energy - Thailand
- Makarim & Taira - Indonesia
- Central Electricity Authority - India
- Miang Besar Coal Terminal - Indonesia
- Australian Coal Association
- Ambuja Cements Ltd - India
- Karaikal Port Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Savvy Resources Ltd - HongKong
- Indogreen Group - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Directorate Of Revenue Intelligence - India
- Energy Link Ltd, New Zealand
- Jindal Steel & Power Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Lanco Infratech Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Essar Steel Hazira Ltd - India
- Indonesian Coal Mining Association
- South Luzon Thermal Energy Corporation
- IEA Clean Coal Centre - UK
- CIMB Investment Bank - Malaysia
- Sinarmas Energy and Mining - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Ministry of Transport, Egypt
- Kideco Jaya Agung - Indonesia
- Straits Asia Resources Limited - Singapore
- Metalloyd Limited - United Kingdom
- Barasentosa Lestari - Indonesia
- Africa Commodities Group - South Africa
- Rio Tinto Coal - Australia
- Global Green Power PLC Corporation, Philippines
- New Zealand Coal & Carbon
- Coalindo Energy - Indonesia
- Indika Energy - Indonesia
- Bukit Baiduri Energy - Indonesia
- Chamber of Mines of South Africa
- Banpu Public Company Limited - Thailand
- VISA Power Limited - India
- Attock Cement Pakistan Limited
- Neyveli Lignite Corporation Ltd, - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Maheswari Brothers Coal Limited - India
- Bhushan Steel Limited - India
- Krishnapatnam Port Company Ltd. - India
- Coal and Oil Company - UAE
- Kohat Cement Company Ltd. - Pakistan
- Deloitte Consulting - India
- Thiess Contractors Indonesia
- Singapore Mercantile Exchange
- Australian Commodity Traders Exchange
- Bank of Tokyo Mitsubishi UFJ Ltd
- Gujarat Mineral Development Corp Ltd - India
- Sojitz Corporation - Japan
- SN Aboitiz Power Inc, Philippines
- Mercuria Energy - Indonesia
- Indian Oil Corporation Limited
- Riau Bara Harum - Indonesia
- Meralco Power Generation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Parliament of New Zealand
- Interocean Group of Companies - India
- Kaltim Prima Coal - Indonesia
- Commonwealth Bank - Australia
- Timah Investasi Mineral - Indoneisa
- Sakthi Sugars Limited - India
- Trasteel International SA, Italy
- Bukit Asam (Persero) Tbk - Indonesia
- Energy Development Corp, Philippines
- Larsen & Toubro Limited - India
- Goldman Sachs - Singapore
- Kobexindo Tractors - Indoneisa
- Videocon Industries ltd - India
- Dalmia Cement Bharat India
- Grasim Industreis Ltd - India
- Ministry of Mines - Canada
- Heidelberg Cement - Germany
- Global Coal Blending Company Limited - Australia
- Bhatia International Limited - India
- Eastern Coal Council - USA
- Bulk Trading Sa - Switzerland
- Edison Trading Spa - Italy
- Independent Power Producers Association of India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Vizag Seaport Private Limited - India
- AsiaOL BioFuels Corp., Philippines
- Siam City Cement - Thailand
- Ceylon Electricity Board - Sri Lanka
- OPG Power Generation Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Formosa Plastics Group - Taiwan
- PowerSource Philippines DevCo
- Karbindo Abesyapradhi - Indoneisa
- PTC India Limited - India
- MS Steel International - UAE
- Toyota Tsusho Corporation, Japan
- Latin American Coal - Colombia
- Iligan Light & Power Inc, Philippines
- Orica Mining Services - Indonesia
- Coastal Gujarat Power Limited - India
- Price Waterhouse Coopers - Russia
- PNOC Exploration Corporation - Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Tata Chemicals Ltd - India
- Port Waratah Coal Services - Australia
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