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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, 05 April 18
INDONESIA TO POSTPONE NEW COAL, PALM OIL SHIPPING RULES TO 2020 - REUTERS
Indonesia will delay until 2020 trade rules requiring exporters of coal and crude palm oil to use only Indonesian-flagged vessels, government offic ...
Tuesday, 03 April 18
MARKET ANALYSIS - GEORGE LAZARIDIS
In the midst of a relatively quiet week for markets, with disruptions being caused by the Christian holidays, it seems as though we find ourselves ...
Monday, 02 April 18
THE FREIGHT RATES ARE EXPECTED TO BE FLAT TO SOFT, SAYS VISTAAR
The freight market softening to continue. Thursday, March 29, 2018, the Baltic Dry Index decreased by 42 points, reaching 1080 points.
T ...
Monday, 02 April 18
THIESS TO DELIVER $150M SENAKIN CONTRACT EXTENSION
Thiess has secured a $150 million contract extension to provide mine services at Arutmin’s Senakin coal mine in South Kalimantan, Indonesia.
...
Monday, 02 April 18
THIESS SECURES $240M SATUI EXTENSION
The successful implementation of an innovative mining plan by Thiess at the Satui coal mine in South Kalimantan, has resulted in a $240 million con ...
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- IEA Clean Coal Centre - UK
- Karbindo Abesyapradhi - Indoneisa
- Renaissance Capital - South Africa
- Star Paper Mills Limited - India
- ASAPP Information Group - India
- Savvy Resources Ltd - HongKong
- Petrochimia International Co. Ltd.- Taiwan
- Therma Luzon, Inc, Philippines
- Wilmar Investment Holdings
- Tata Chemicals Ltd - India
- Sojitz Corporation - Japan
- Independent Power Producers Association of India
- Deloitte Consulting - India
- Malabar Cements Ltd - India
- Latin American Coal - Colombia
- Ambuja Cements Ltd - India
- Power Finance Corporation Ltd., India
- Anglo American - United Kingdom
- Cement Manufacturers Association - India
- Larsen & Toubro Limited - India
- Oldendorff Carriers - Singapore
- Edison Trading Spa - Italy
- GAC Shipping (India) Pvt Ltd
- Romanian Commodities Exchange
- Bukit Makmur.PT - Indonesia
- Electricity Generating Authority of Thailand
- Antam Resourcindo - Indonesia
- Interocean Group of Companies - India
- Mintek Dendrill Indonesia
- Mjunction Services Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Timah Investasi Mineral - Indoneisa
- The State Trading Corporation of India Ltd
- The University of Queensland
- Singapore Mercantile Exchange
- Meenaskhi Energy Private Limited - India
- Mercuria Energy - Indonesia
- Banpu Public Company Limited - Thailand
- Sical Logistics Limited - India
- Thai Mozambique Logistica
- Maharashtra Electricity Regulatory Commission - India
- Xindia Steels Limited - India
- Agrawal Coal Company - India
- Goldman Sachs - Singapore
- Bhatia International Limited - India
- Bulk Trading Sa - Switzerland
- Vijayanagar Sugar Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Central Java Power - Indonesia
- Economic Council, Georgia
- Manunggal Multi Energi - Indonesia
- Attock Cement Pakistan Limited
- PetroVietnam Power Coal Import and Supply Company
- GN Power Mariveles Coal Plant, Philippines
- Standard Chartered Bank - UAE
- Indian Oil Corporation Limited
- Madhucon Powers Ltd - India
- Kideco Jaya Agung - Indonesia
- Meralco Power Generation, Philippines
- Tamil Nadu electricity Board
- Essar Steel Hazira Ltd - India
- PTC India Limited - India
- Port Waratah Coal Services - Australia
- Posco Energy - South Korea
- Bangladesh Power Developement Board
- Directorate General of MIneral and Coal - Indonesia
- Energy Development Corp, Philippines
- Barasentosa Lestari - Indonesia
- Jindal Steel & Power Ltd - India
- White Energy Company Limited
- Cigading International Bulk Terminal - Indonesia
- Leighton Contractors Pty Ltd - Australia
- South Luzon Thermal Energy Corporation
- Ministry of Transport, Egypt
- Straits Asia Resources Limited - Singapore
- McConnell Dowell - Australia
- Formosa Plastics Group - Taiwan
- Vedanta Resources Plc - India
- Wood Mackenzie - Singapore
- Mercator Lines Limited - India
- Eastern Energy - Thailand
- Parliament of New Zealand
- Semirara Mining Corp, Philippines
- Kaltim Prima Coal - Indonesia
- GMR Energy Limited - India
- Central Electricity Authority - India
- Makarim & Taira - Indonesia
- Uttam Galva Steels Limited - India
- Australian Commodity Traders Exchange
- Simpson Spence & Young - Indonesia
- Rio Tinto Coal - Australia
- Kohat Cement Company Ltd. - Pakistan
- New Zealand Coal & Carbon
- SN Aboitiz Power Inc, Philippines
- Price Waterhouse Coopers - Russia
- CIMB Investment Bank - Malaysia
- Bharathi Cement Corporation - India
- Ministry of Mines - Canada
- Indian Energy Exchange, India
- GVK Power & Infra Limited - India
- Indonesian Coal Mining Association
- Grasim Industreis Ltd - India
- IHS Mccloskey Coal Group - USA
- Electricity Authority, New Zealand
- Toyota Tsusho Corporation, Japan
- Kalimantan Lumbung Energi - Indonesia
- Chamber of Mines of South Africa
- Bahari Cakrawala Sebuku - Indonesia
- Riau Bara Harum - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Planning Commission, India
- Altura Mining Limited, Indonesia
- Aditya Birla Group - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Globalindo Alam Lestari - Indonesia
- London Commodity Brokers - England
- European Bulk Services B.V. - Netherlands
- Samtan Co., Ltd - South Korea
- Rashtriya Ispat Nigam Limited - India
- Petron Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Videocon Industries ltd - India
- Jaiprakash Power Ventures ltd
- PowerSource Philippines DevCo
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indo Tambangraya Megah - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- ICICI Bank Limited - India
- Kapuas Tunggal Persada - Indonesia
- The Treasury - Australian Government
- TeaM Sual Corporation - Philippines
- Bhushan Steel Limited - India
- Eastern Coal Council - USA
- Ceylon Electricity Board - Sri Lanka
- Gujarat Electricity Regulatory Commission - India
- Marubeni Corporation - India
- Indogreen Group - Indonesia
- Bhoruka Overseas - Indonesia
- Ind-Barath Power Infra Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sakthi Sugars Limited - India
- Merrill Lynch Commodities Europe
- Energy Link Ltd, New Zealand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- SMG Consultants - Indonesia
- Maheswari Brothers Coal Limited - India
- Parry Sugars Refinery, India
- SMC Global Power, Philippines
- Pendopo Energi Batubara - Indonesia
- CNBM International Corporation - China
- PNOC Exploration Corporation - Philippines
- Sree Jayajothi Cements Limited - India
- Global Business Power Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- VISA Power Limited - India
- LBH Netherlands Bv - Netherlands
- Gujarat Sidhee Cement - India
- Global Green Power PLC Corporation, Philippines
- Minerals Council of Australia
- Kobexindo Tractors - Indoneisa
- Ministry of Finance - Indonesia
- Borneo Indobara - Indonesia
- Kartika Selabumi Mining - Indonesia
- Chettinad Cement Corporation Ltd - India
- Aboitiz Power Corporation - Philippines
- Karaikal Port Pvt Ltd - India
- MS Steel International - UAE
- Kumho Petrochemical, South Korea
- India Bulls Power Limited - India
- Siam City Cement PLC, Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- Siam City Cement - Thailand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Australian Coal Association
- Metalloyd Limited - United Kingdom
- Miang Besar Coal Terminal - Indonesia
- Baramulti Group, Indonesia
- OPG Power Generation Pvt Ltd - India
- Orica Australia Pty. Ltd.
- Coal and Oil Company - UAE
- Gujarat Mineral Development Corp Ltd - India
- Global Coal Blending Company Limited - Australia
- Dalmia Cement Bharat India
- Krishnapatnam Port Company Ltd. - India
- Carbofer General Trading SA - India
- Sindya Power Generating Company Private Ltd
- Coalindo Energy - Indonesia
- Trasteel International SA, Italy
- Billiton Holdings Pty Ltd - Australia
- San Jose City I Power Corp, Philippines
- Coastal Gujarat Power Limited - India
- Commonwealth Bank - Australia
- Sarangani Energy Corporation, Philippines
- Indika Energy - Indonesia
- Vizag Seaport Private Limited - India
- Semirara Mining and Power Corporation, Philippines
- Heidelberg Cement - Germany
- Alfred C Toepfer International GmbH - Germany
- Lanco Infratech Ltd - India
- Medco Energi Mining Internasional
- Thiess Contractors Indonesia
- Holcim Trading Pte Ltd - Singapore
- Directorate Of Revenue Intelligence - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Africa Commodities Group - South Africa
- Orica Mining Services - Indonesia
- AsiaOL BioFuels Corp., Philippines
- International Coal Ventures Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Kepco SPC Power Corporation, Philippines
- Intertek Mineral Services - Indonesia
- Binh Thuan Hamico - Vietnam
- Georgia Ports Authority, United States
- Pipit Mutiara Jaya. PT, Indonesia
- Salva Resources Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
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