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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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Monday, 12 March 18
DRY BULK MARKET: CAPESIZE MARKET FINDS ITS FOOTING - BALTIC BRIEFING
Capesize
Some relief for owners as the week closed out with the market finding a floor in the East. Rates on the key West Australia/China run loo ...
Monday, 12 March 18
COAL OUTPUT FROM PRIVATE MINERS UNLIKELY TO RISE IN MEDIUM TERM: ICRA
Coal output levels from private commercial miners are unlikely to go up considerably in the medium to short term, given the issues related to land ...
Saturday, 10 March 18
ENHANCED PRODUCTION BY COAL INDIA HELPS DECLINE IN COAL IMPORTS
As per the current import policy, coal is kept under Open General License (OGL) and consumers are free to import coal from the source of their choi ...
Saturday, 10 March 18
THE 'RENOS' - COURT OF APPEAL CLARIFIES CTL CALCULATION AND RIGHT OF ABANDONMENT - CLYDE & CO
KNOWLEDGE TO ELEVATE
In the matter of the “RENOS”, Mr Justice Knowles addressed a number of issues, at first instance, regarding t ...
Friday, 09 March 18
THE WORLD CANNOT KEEP IGNORING THE ASIAN COAL STORY - BENJAMIN SPORTON
There were significant changes in the global energy system in 2017, including the growth in electric vehicles, the rise of renewables and the conti ...
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Showing 1776 to 1780 news of total 6871 |
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- Riau Bara Harum - Indonesia
- Agrawal Coal Company - India
- Meenaskhi Energy Private Limited - India
- Orica Mining Services - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Port Waratah Coal Services - Australia
- Commonwealth Bank - Australia
- Miang Besar Coal Terminal - Indonesia
- PowerSource Philippines DevCo
- Indian Oil Corporation Limited
- GN Power Mariveles Coal Plant, Philippines
- Cement Manufacturers Association - India
- Power Finance Corporation Ltd., India
- Heidelberg Cement - Germany
- Aditya Birla Group - India
- Parry Sugars Refinery, India
- Sical Logistics Limited - India
- Indika Energy - Indonesia
- Gujarat Sidhee Cement - India
- Gujarat Electricity Regulatory Commission - India
- Asmin Koalindo Tuhup - Indonesia
- Central Electricity Authority - India
- Price Waterhouse Coopers - Russia
- Kapuas Tunggal Persada - Indonesia
- Jaiprakash Power Ventures ltd
- Global Coal Blending Company Limited - Australia
- Mjunction Services Limited - India
- AsiaOL BioFuels Corp., Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Siam City Cement PLC, Thailand
- Directorate Of Revenue Intelligence - India
- Sinarmas Energy and Mining - Indonesia
- Semirara Mining Corp, Philippines
- South Luzon Thermal Energy Corporation
- Thai Mozambique Logistica
- Iligan Light & Power Inc, Philippines
- The State Trading Corporation of India Ltd
- Renaissance Capital - South Africa
- Mintek Dendrill Indonesia
- Ministry of Transport, Egypt
- Karbindo Abesyapradhi - Indoneisa
- Africa Commodities Group - South Africa
- Standard Chartered Bank - UAE
- Bukit Makmur.PT - Indonesia
- Altura Mining Limited, Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Vizag Seaport Private Limited - India
- Kepco SPC Power Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Romanian Commodities Exchange
- Kideco Jaya Agung - Indonesia
- Posco Energy - South Korea
- Energy Development Corp, Philippines
- Central Java Power - Indonesia
- Eastern Coal Council - USA
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Medco Energi Mining Internasional
- Banpu Public Company Limited - Thailand
- IHS Mccloskey Coal Group - USA
- Merrill Lynch Commodities Europe
- ICICI Bank Limited - India
- GVK Power & Infra Limited - India
- Manunggal Multi Energi - Indonesia
- Edison Trading Spa - Italy
- Independent Power Producers Association of India
- Krishnapatnam Port Company Ltd. - India
- Orica Australia Pty. Ltd.
- Coalindo Energy - Indonesia
- Bulk Trading Sa - Switzerland
- Bangladesh Power Developement Board
- Australian Coal Association
- Ambuja Cements Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- London Commodity Brokers - England
- Savvy Resources Ltd - HongKong
- White Energy Company Limited
- Rio Tinto Coal - Australia
- Global Green Power PLC Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Neyveli Lignite Corporation Ltd, - India
- Kumho Petrochemical, South Korea
- Indonesian Coal Mining Association
- Essar Steel Hazira Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Coal and Oil Company - UAE
- Vedanta Resources Plc - India
- Wilmar Investment Holdings
- Malabar Cements Ltd - India
- Kobexindo Tractors - Indoneisa
- Semirara Mining and Power Corporation, Philippines
- Chamber of Mines of South Africa
- TNB Fuel Sdn Bhd - Malaysia
- Sree Jayajothi Cements Limited - India
- VISA Power Limited - India
- Makarim & Taira - Indonesia
- Toyota Tsusho Corporation, Japan
- Baramulti Group, Indonesia
- Rashtriya Ispat Nigam Limited - India
- TeaM Sual Corporation - Philippines
- Parliament of New Zealand
- Globalindo Alam Lestari - Indonesia
- Kartika Selabumi Mining - Indonesia
- Singapore Mercantile Exchange
- Offshore Bulk Terminal Pte Ltd, Singapore
- Eastern Energy - Thailand
- Australian Commodity Traders Exchange
- PetroVietnam Power Coal Import and Supply Company
- Formosa Plastics Group - Taiwan
- Tamil Nadu electricity Board
- Latin American Coal - Colombia
- Electricity Generating Authority of Thailand
- Grasim Industreis Ltd - India
- LBH Netherlands Bv - Netherlands
- Energy Link Ltd, New Zealand
- Cigading International Bulk Terminal - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Trasteel International SA, Italy
- SN Aboitiz Power Inc, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Ministry of Mines - Canada
- Tata Chemicals Ltd - India
- GAC Shipping (India) Pvt Ltd
- Antam Resourcindo - Indonesia
- New Zealand Coal & Carbon
- McConnell Dowell - Australia
- Lanco Infratech Ltd - India
- Chettinad Cement Corporation Ltd - India
- Planning Commission, India
- Attock Cement Pakistan Limited
- PTC India Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Indogreen Group - Indonesia
- The Treasury - Australian Government
- Ind-Barath Power Infra Limited - India
- MS Steel International - UAE
- Madhucon Powers Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Aboitiz Power Corporation - Philippines
- IEA Clean Coal Centre - UK
- Kohat Cement Company Ltd. - Pakistan
- Larsen & Toubro Limited - India
- SMG Consultants - Indonesia
- Samtan Co., Ltd - South Korea
- Bhatia International Limited - India
- Therma Luzon, Inc, Philippines
- CNBM International Corporation - China
- San Jose City I Power Corp, Philippines
- Petron Corporation, Philippines
- Deloitte Consulting - India
- Directorate General of MIneral and Coal - Indonesia
- Jindal Steel & Power Ltd - India
- Sarangani Energy Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Bayan Resources Tbk. - Indonesia
- Georgia Ports Authority, United States
- Salva Resources Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- Coastal Gujarat Power Limited - India
- Borneo Indobara - Indonesia
- Star Paper Mills Limited - India
- Electricity Authority, New Zealand
- OPG Power Generation Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Indo Tambangraya Megah - Indonesia
- Ministry of Finance - Indonesia
- Bhoruka Overseas - Indonesia
- GMR Energy Limited - India
- Xindia Steels Limited - India
- Sakthi Sugars Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Bharathi Cement Corporation - India
- Petrochimia International Co. Ltd.- Taiwan
- Pendopo Energi Batubara - Indonesia
- Timah Investasi Mineral - Indoneisa
- Minerals Council of Australia
- CIMB Investment Bank - Malaysia
- SMC Global Power, Philippines
- Sojitz Corporation - Japan
- Mercuria Energy - Indonesia
- Oldendorff Carriers - Singapore
- Wood Mackenzie - Singapore
- The University of Queensland
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- International Coal Ventures Pvt Ltd - India
- Siam City Cement - Thailand
- Maheswari Brothers Coal Limited - India
- Indian Energy Exchange, India
- Global Business Power Corporation, Philippines
- Goldman Sachs - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Videocon Industries ltd - India
- Thiess Contractors Indonesia
- Marubeni Corporation - India
- Economic Council, Georgia
- Kaltim Prima Coal - Indonesia
- Intertek Mineral Services - Indonesia
- Carbofer General Trading SA - India
- Barasentosa Lestari - Indonesia
- Karaikal Port Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Anglo American - United Kingdom
- Mercator Lines Limited - India
- Dalmia Cement Bharat India
- Meralco Power Generation, Philippines
- ASAPP Information Group - India
- Interocean Group of Companies - India
- Ceylon Electricity Board - Sri Lanka
- Billiton Holdings Pty Ltd - Australia
- Bhushan Steel Limited - India
- India Bulls Power Limited - India
- Uttam Galva Steels Limited - India
- European Bulk Services B.V. - Netherlands
- Straits Asia Resources Limited - Singapore
- PNOC Exploration Corporation - Philippines
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