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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, 05 June 18
THINGS STILL LOOK TO BE PROMISING FOR THE DRY BULK MARKET OVER THE NEXT COUPLE OF MONTHS - GEORGE LAZARIDIS
Just as we thought the world was calming back down to reason, worries and frictions regarding global trade resurfaced this past week after a series ...
Tuesday, 05 June 18
INDONESIAN COAL PRICE REFERENCE IS GOING UP AGAIN
COALspot.com: According to latest ministerial decree No. 1857 K/30/MEM/2018 dated 4 June 2018, the Indonesian Coal Price Reference (HBA) up 7.91 pe ...
Saturday, 02 June 18
HOW CARBON UTILISATION WILL BE A KEY STEP IN INDIA'S CLIMATE STRATEGY - BENJAMIN SPORTON
For India, energy remains the key driver of growth, not only from an economic perspective but more importantly for accelerating social development. ...
Thursday, 31 May 18
SUPRAMAX: INDO/CHINA COAL RV IS GETTING FIXED AROUND $13K DELIVERY SINGAPORE - FEARNLEYS
Capesize
The Cape market has been on a downward trend for the past week.
According to Fearnleys, Oslo based broker, Brazil market ...
Wednesday, 30 May 18
HIGH PRICE, DMO ENCOURAGE COAL MINERS TO BOOST PRODUCTION - THE JAKARTA POST
A number of coal miners are planning to increase production by 10 percent in the second half of this year after a worldwide price increase.
Th ...
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Showing 1706 to 1710 news of total 6871 |
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- Romanian Commodities Exchange
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- CNBM International Corporation - China
- Ministry of Finance - Indonesia
- Merrill Lynch Commodities Europe
- PetroVietnam Power Coal Import and Supply Company
- Parry Sugars Refinery, India
- Thai Mozambique Logistica
- Formosa Plastics Group - Taiwan
- Australian Coal Association
- London Commodity Brokers - England
- Semirara Mining Corp, Philippines
- Banpu Public Company Limited - Thailand
- Indogreen Group - Indonesia
- Therma Luzon, Inc, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kepco SPC Power Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Samtan Co., Ltd - South Korea
- Gujarat Mineral Development Corp Ltd - India
- Petron Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- PNOC Exploration Corporation - Philippines
- Edison Trading Spa - Italy
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kideco Jaya Agung - Indonesia
- GVK Power & Infra Limited - India
- India Bulls Power Limited - India
- Commonwealth Bank - Australia
- International Coal Ventures Pvt Ltd - India
- Orica Mining Services - Indonesia
- Xindia Steels Limited - India
- Salva Resources Pvt Ltd - India
- Coalindo Energy - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Miang Besar Coal Terminal - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Renaissance Capital - South Africa
- Heidelberg Cement - Germany
- Mjunction Services Limited - India
- Bharathi Cement Corporation - India
- Kohat Cement Company Ltd. - Pakistan
- Directorate Of Revenue Intelligence - India
- Georgia Ports Authority, United States
- San Jose City I Power Corp, Philippines
- Gujarat Electricity Regulatory Commission - India
- Trasteel International SA, Italy
- Larsen & Toubro Limited - India
- Sree Jayajothi Cements Limited - India
- Billiton Holdings Pty Ltd - Australia
- TNB Fuel Sdn Bhd - Malaysia
- The University of Queensland
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ministry of Mines - Canada
- Vijayanagar Sugar Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Chettinad Cement Corporation Ltd - India
- Uttam Galva Steels Limited - India
- Kartika Selabumi Mining - Indonesia
- Bukit Baiduri Energy - Indonesia
- Power Finance Corporation Ltd., India
- Sical Logistics Limited - India
- Ind-Barath Power Infra Limited - India
- Central Electricity Authority - India
- Bulk Trading Sa - Switzerland
- Sojitz Corporation - Japan
- Bangladesh Power Developement Board
- Meralco Power Generation, Philippines
- Aditya Birla Group - India
- Mintek Dendrill Indonesia
- Tamil Nadu electricity Board
- Iligan Light & Power Inc, Philippines
- Rashtriya Ispat Nigam Limited - India
- Borneo Indobara - Indonesia
- Malabar Cements Ltd - India
- Attock Cement Pakistan Limited
- Leighton Contractors Pty Ltd - Australia
- Karaikal Port Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Oldendorff Carriers - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Maheswari Brothers Coal Limited - India
- Wilmar Investment Holdings
- Bhushan Steel Limited - India
- Vizag Seaport Private Limited - India
- Kobexindo Tractors - Indoneisa
- Central Java Power - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Agrawal Coal Company - India
- Sakthi Sugars Limited - India
- Ambuja Cements Ltd - India
- GMR Energy Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Indian Energy Exchange, India
- Essar Steel Hazira Ltd - India
- MS Steel International - UAE
- Anglo American - United Kingdom
- Goldman Sachs - Singapore
- Planning Commission, India
- Tata Chemicals Ltd - India
- IHS Mccloskey Coal Group - USA
- Price Waterhouse Coopers - Russia
- Riau Bara Harum - Indonesia
- Global Green Power PLC Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- ASAPP Information Group - India
- Siam City Cement PLC, Thailand
- Minerals Council of Australia
- Manunggal Multi Energi - Indonesia
- Madhucon Powers Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Eastern Coal Council - USA
- Bukit Makmur.PT - Indonesia
- Independent Power Producers Association of India
- Siam City Cement - Thailand
- Star Paper Mills Limited - India
- CIMB Investment Bank - Malaysia
- McConnell Dowell - Australia
- Barasentosa Lestari - Indonesia
- Port Waratah Coal Services - Australia
- Economic Council, Georgia
- Cement Manufacturers Association - India
- Dalmia Cement Bharat India
- Aboitiz Power Corporation - Philippines
- Thiess Contractors Indonesia
- Savvy Resources Ltd - HongKong
- Bahari Cakrawala Sebuku - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- OPG Power Generation Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Bhoruka Overseas - Indonesia
- Antam Resourcindo - Indonesia
- Ministry of Transport, Egypt
- SMG Consultants - Indonesia
- Bayan Resources Tbk. - Indonesia
- Indonesian Coal Mining Association
- TeaM Sual Corporation - Philippines
- LBH Netherlands Bv - Netherlands
- PowerSource Philippines DevCo
- Jindal Steel & Power Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Asmin Koalindo Tuhup - Indonesia
- Deloitte Consulting - India
- Chamber of Mines of South Africa
- Sinarmas Energy and Mining - Indonesia
- South Luzon Thermal Energy Corporation
- Cigading International Bulk Terminal - Indonesia
- Baramulti Group, Indonesia
- Sindya Power Generating Company Private Ltd
- Parliament of New Zealand
- Metalloyd Limited - United Kingdom
- Electricity Generating Authority of Thailand
- The State Trading Corporation of India Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Toyota Tsusho Corporation, Japan
- Karbindo Abesyapradhi - Indoneisa
- Gujarat Sidhee Cement - India
- Marubeni Corporation - India
- Globalindo Alam Lestari - Indonesia
- Singapore Mercantile Exchange
- Makarim & Taira - Indonesia
- Carbofer General Trading SA - India
- IEA Clean Coal Centre - UK
- Videocon Industries ltd - India
- Global Business Power Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Kalimantan Lumbung Energi - Indonesia
- Indika Energy - Indonesia
- Orica Australia Pty. Ltd.
- New Zealand Coal & Carbon
- Kapuas Tunggal Persada - Indonesia
- Indian Oil Corporation Limited
- Meenaskhi Energy Private Limited - India
- Timah Investasi Mineral - Indoneisa
- Kaltim Prima Coal - Indonesia
- PTC India Limited - India
- ICICI Bank Limited - India
- Posco Energy - South Korea
- Sarangani Energy Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Coal and Oil Company - UAE
- White Energy Company Limited
- Bhatia International Limited - India
- Rio Tinto Coal - Australia
- The Treasury - Australian Government
- GAC Shipping (India) Pvt Ltd
- Energy Link Ltd, New Zealand
- Lanco Infratech Ltd - India
- Coastal Gujarat Power Limited - India
- Medco Energi Mining Internasional
- Kumho Petrochemical, South Korea
- Latin American Coal - Colombia
- Holcim Trading Pte Ltd - Singapore
- Grasim Industreis Ltd - India
- Simpson Spence & Young - Indonesia
- Africa Commodities Group - South Africa
- SMC Global Power, Philippines
- Global Coal Blending Company Limited - Australia
- Standard Chartered Bank - UAE
- Vedanta Resources Plc - India
- Mercator Lines Limited - India
- VISA Power Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Energy Development Corp, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Eastern Energy - Thailand
- Australian Commodity Traders Exchange
- Interocean Group of Companies - India
- Mercuria Energy - Indonesia
- Indo Tambangraya Megah - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Electricity Authority, New Zealand
- Wood Mackenzie - Singapore
- SN Aboitiz Power Inc, Philippines
- Straits Asia Resources Limited - Singapore
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