We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Monday, 07 May 18
SOUTH KOREA STATE-OWNED UTILITY KOREA MIDLAND POWER ISSUED A TENDER FOR 1 MILLION TONS OF BITUMINOUS COAL
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued a tender for 520,000 mt of min. 5700 NAR coal of Australian origi ...
Monday, 07 May 18
GLOBAL COAL DEMAND ROSE ABOUT 1% IN 2017; ASIA ACCOUNTED FOR THE LARGEST INCREASE IN COAL DEMAND, UP 35 MTOE RELATIVE TO 2016 - IEA
Global coal demand rose about 1% in 2017, reversing the declining trend seen over the last two years. This growth was mainly due to demand in Asia, ...
Friday, 04 May 18
ELECTRICITY GENERATION FROM RENEWABLES WAS SECOND ONLY TO COAL IN 2017 - IEA
World electricity demand increased by 3.1 %, significantly higher than the overall increase in energy demand. Together, China and India accounted f ...
Thursday, 03 May 18
SUPRAMAX: INDO - CHINA COAL ROUNDS ARE PAYING IN THE LOW-MID $12000 BSS SINGAPORE DELIVERY - FEARNLEYS
Supramax
As expected a slow and uneventful start to the week with holidays in many countries, however by mid-week some fresh requirements and pos ...
Tuesday, 01 May 18
SUPRAMAX: COAL RUNS, A 61,000-DWT WAS FIXED BASIS DELIVERY SURABAYA, FOR A TRIP VIA INDONESIA, RE-DELIVERY INDIA AT $15,000 - BALTIC BRIEFING
Capesize
Rates eased in the East, as the week closed out with the momentum slowing. Levels on the key West Australia/China run dropped to $7.25 ...
|
|
|
Showing 1726 to 1730 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Global Green Power PLC Corporation, Philippines
- Australian Coal Association
- Petrochimia International Co. Ltd.- Taiwan
- Mjunction Services Limited - India
- Ceylon Electricity Board - Sri Lanka
- Attock Cement Pakistan Limited
- Coal and Oil Company - UAE
- Siam City Cement PLC, Thailand
- Thiess Contractors Indonesia
- McConnell Dowell - Australia
- Lanco Infratech Ltd - India
- Kideco Jaya Agung - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Toyota Tsusho Corporation, Japan
- Straits Asia Resources Limited - Singapore
- Aboitiz Power Corporation - Philippines
- Maheswari Brothers Coal Limited - India
- Holcim Trading Pte Ltd - Singapore
- OPG Power Generation Pvt Ltd - India
- Romanian Commodities Exchange
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bayan Resources Tbk. - Indonesia
- Petron Corporation, Philippines
- Energy Link Ltd, New Zealand
- Coastal Gujarat Power Limited - India
- Tamil Nadu electricity Board
- Deloitte Consulting - India
- PowerSource Philippines DevCo
- Eastern Coal Council - USA
- Vizag Seaport Private Limited - India
- Interocean Group of Companies - India
- Medco Energi Mining Internasional
- International Coal Ventures Pvt Ltd - India
- Latin American Coal - Colombia
- Rio Tinto Coal - Australia
- Tata Chemicals Ltd - India
- Sarangani Energy Corporation, Philippines
- Semirara Mining Corp, Philippines
- Malabar Cements Ltd - India
- Georgia Ports Authority, United States
- Siam City Cement - Thailand
- San Jose City I Power Corp, Philippines
- Samtan Co., Ltd - South Korea
- Bukit Asam (Persero) Tbk - Indonesia
- South Luzon Thermal Energy Corporation
- Altura Mining Limited, Indonesia
- Riau Bara Harum - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- PTC India Limited - India
- Africa Commodities Group - South Africa
- Wood Mackenzie - Singapore
- Ind-Barath Power Infra Limited - India
- Antam Resourcindo - Indonesia
- Iligan Light & Power Inc, Philippines
- Directorate General of MIneral and Coal - Indonesia
- White Energy Company Limited
- Meralco Power Generation, Philippines
- PNOC Exploration Corporation - Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Mercuria Energy - Indonesia
- Bukit Baiduri Energy - Indonesia
- Globalindo Alam Lestari - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Simpson Spence & Young - Indonesia
- New Zealand Coal & Carbon
- Orica Mining Services - Indonesia
- Marubeni Corporation - India
- Mercator Lines Limited - India
- Singapore Mercantile Exchange
- Heidelberg Cement - Germany
- Edison Trading Spa - Italy
- Cigading International Bulk Terminal - Indonesia
- Bhatia International Limited - India
- Sindya Power Generating Company Private Ltd
- Posco Energy - South Korea
- Chettinad Cement Corporation Ltd - India
- LBH Netherlands Bv - Netherlands
- Independent Power Producers Association of India
- Kapuas Tunggal Persada - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Salva Resources Pvt Ltd - India
- Parliament of New Zealand
- Sinarmas Energy and Mining - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Bukit Makmur.PT - Indonesia
- Metalloyd Limited - United Kingdom
- Grasim Industreis Ltd - India
- Makarim & Taira - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Oldendorff Carriers - Singapore
- Merrill Lynch Commodities Europe
- Kobexindo Tractors - Indoneisa
- Kartika Selabumi Mining - Indonesia
- Commonwealth Bank - Australia
- Formosa Plastics Group - Taiwan
- Miang Besar Coal Terminal - Indonesia
- The Treasury - Australian Government
- Kaltim Prima Coal - Indonesia
- Indika Energy - Indonesia
- Minerals Council of Australia
- CNBM International Corporation - China
- SN Aboitiz Power Inc, Philippines
- Therma Luzon, Inc, Philippines
- Energy Development Corp, Philippines
- Eastern Energy - Thailand
- Sojitz Corporation - Japan
- Dalmia Cement Bharat India
- GMR Energy Limited - India
- London Commodity Brokers - England
- Electricity Generating Authority of Thailand
- Central Java Power - Indonesia
- Indo Tambangraya Megah - Indonesia
- Ministry of Transport, Egypt
- GAC Shipping (India) Pvt Ltd
- Karaikal Port Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- Uttam Galva Steels Limited - India
- Thai Mozambique Logistica
- Star Paper Mills Limited - India
- VISA Power Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Baramulti Group, Indonesia
- Cement Manufacturers Association - India
- Chamber of Mines of South Africa
- Ministry of Mines - Canada
- Jaiprakash Power Ventures ltd
- Ambuja Cements Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Standard Chartered Bank - UAE
- Savvy Resources Ltd - HongKong
- Essar Steel Hazira Ltd - India
- MS Steel International - UAE
- Parry Sugars Refinery, India
- Economic Council, Georgia
- ICICI Bank Limited - India
- Barasentosa Lestari - Indonesia
- Agrawal Coal Company - India
- Jindal Steel & Power Ltd - India
- AsiaOL BioFuels Corp., Philippines
- The University of Queensland
- Carbofer General Trading SA - India
- Coalindo Energy - Indonesia
- Larsen & Toubro Limited - India
- SMG Consultants - Indonesia
- Binh Thuan Hamico - Vietnam
- Kalimantan Lumbung Energi - Indonesia
- Bharathi Cement Corporation - India
- Manunggal Multi Energi - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- The State Trading Corporation of India Ltd
- Bahari Cakrawala Sebuku - Indonesia
- Xindia Steels Limited - India
- Alfred C Toepfer International GmbH - Germany
- Vedanta Resources Plc - India
- Central Electricity Authority - India
- Borneo Indobara - Indonesia
- Port Waratah Coal Services - Australia
- Global Coal Blending Company Limited - Australia
- Gujarat Electricity Regulatory Commission - India
- Indonesian Coal Mining Association
- Billiton Holdings Pty Ltd - Australia
- Directorate Of Revenue Intelligence - India
- Banpu Public Company Limited - Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- Power Finance Corporation Ltd., India
- Pendopo Energi Batubara - Indonesia
- IHS Mccloskey Coal Group - USA
- Bhoruka Overseas - Indonesia
- Indogreen Group - Indonesia
- Bhushan Steel Limited - India
- Krishnapatnam Port Company Ltd. - India
- Kepco SPC Power Corporation, Philippines
- GVK Power & Infra Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Asia Pacific Energy Resources Ventures Inc, Philippines
- SMC Global Power, Philippines
- Goldman Sachs - Singapore
- Anglo American - United Kingdom
- Wilmar Investment Holdings
- Gujarat Sidhee Cement - India
- TeaM Sual Corporation - Philippines
- Gujarat Mineral Development Corp Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Aditya Birla Group - India
- Mintek Dendrill Indonesia
- Meenaskhi Energy Private Limited - India
- Ministry of Finance - Indonesia
- European Bulk Services B.V. - Netherlands
- Electricity Authority, New Zealand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bangladesh Power Developement Board
- TNB Fuel Sdn Bhd - Malaysia
- Price Waterhouse Coopers - Russia
- Sakthi Sugars Limited - India
- Bulk Trading Sa - Switzerland
- GN Power Mariveles Coal Plant, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- IEA Clean Coal Centre - UK
- Sree Jayajothi Cements Limited - India
- Orica Australia Pty. Ltd.
- Global Business Power Corporation, Philippines
- Indian Oil Corporation Limited
- Indian Energy Exchange, India
- Australian Commodity Traders Exchange
- Trasteel International SA, Italy
- Kohat Cement Company Ltd. - Pakistan
- Leighton Contractors Pty Ltd - Australia
- Renaissance Capital - South Africa
- Sical Logistics Limited - India
- Planning Commission, India
- Videocon Industries ltd - India
- Intertek Mineral Services - Indonesia
- India Bulls Power Limited - India
- Madhucon Powers Ltd - India
- Kumho Petrochemical, South Korea
- ASAPP Information Group - India
- Timah Investasi Mineral - Indoneisa
|
| |
| |
|
