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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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Wednesday, 07 March 18
WHEN AN IRRESISTIBLE FORCE MEETS AN IMMOVABLE OBJECT - GARD
KNOWLEDGE TO ELEVATE
Negotiable bills of lading are fundamental to trade. As documents of title, they are essential to the sale and carriage o ...
Wednesday, 07 March 18
SHIPPING MARKET INSIGHT - GIANNIS ANDRITSOPOULOS
The comparably small upside Handysize asset values have noted compared to other sizes since the historical lows of the dry bulk market in combinati ...
Tuesday, 06 March 18
FOREIGN INVESTORS ALLOWED TO BID FOR BIG MINING CONCESSIONS - THE JAKARTA POST
The government has allowed foreign investors to bid for mining concessions with a total area of more than 500 hectares, while smaller areas will be ...
Tuesday, 06 March 18
LNG VESSELS HAVE EMERGED AS THE FASTEST GROWING SEGMENT FOR THE WATERWAY - GERRY LATHROP
The day was July 25th 2016, a partly cloudy day on the Panama canal, and to most people a rather innocuous day without any real merit, however in s ...
Friday, 02 March 18
ANGLO AMERICAN COMPLETES SALE OF ESKOM-TIED THERMAL COAL OPERATIONS IN SOUTH AFRICA
Anglo American plc (“Anglo American”) confirms completion of the sale of its Eskom-tied domestic thermal coal operations in South Afric ...
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Showing 1786 to 1790 news of total 6871 |
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- Bayan Resources Tbk. - Indonesia
- Mercator Lines Limited - India
- India Bulls Power Limited - India
- Heidelberg Cement - Germany
- Economic Council, Georgia
- Larsen & Toubro Limited - India
- Thiess Contractors Indonesia
- Metalloyd Limited - United Kingdom
- Global Green Power PLC Corporation, Philippines
- Romanian Commodities Exchange
- Eastern Energy - Thailand
- Makarim & Taira - Indonesia
- PowerSource Philippines DevCo
- Samtan Co., Ltd - South Korea
- Planning Commission, India
- Karaikal Port Pvt Ltd - India
- Bangladesh Power Developement Board
- Standard Chartered Bank - UAE
- Altura Mining Limited, Indonesia
- Global Coal Blending Company Limited - Australia
- Marubeni Corporation - India
- Kideco Jaya Agung - Indonesia
- Bulk Trading Sa - Switzerland
- Ind-Barath Power Infra Limited - India
- Semirara Mining and Power Corporation, Philippines
- The State Trading Corporation of India Ltd
- Simpson Spence & Young - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Wilmar Investment Holdings
- Central Electricity Authority - India
- SMC Global Power, Philippines
- AsiaOL BioFuels Corp., Philippines
- Gujarat Mineral Development Corp Ltd - India
- Globalindo Alam Lestari - Indonesia
- Deloitte Consulting - India
- Chamber of Mines of South Africa
- Madhucon Powers Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- LBH Netherlands Bv - Netherlands
- Rio Tinto Coal - Australia
- Miang Besar Coal Terminal - Indonesia
- Latin American Coal - Colombia
- Mercuria Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Vedanta Resources Plc - India
- Directorate General of MIneral and Coal - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Alfred C Toepfer International GmbH - Germany
- PetroVietnam Power Coal Import and Supply Company
- Eastern Coal Council - USA
- Bukit Makmur.PT - Indonesia
- Vizag Seaport Private Limited - India
- Banpu Public Company Limited - Thailand
- McConnell Dowell - Australia
- VISA Power Limited - India
- Petron Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Sree Jayajothi Cements Limited - India
- Thai Mozambique Logistica
- Xindia Steels Limited - India
- Dalmia Cement Bharat India
- Kaltim Prima Coal - Indonesia
- Coalindo Energy - Indonesia
- Aditya Birla Group - India
- Indian Oil Corporation Limited
- Indian Energy Exchange, India
- London Commodity Brokers - England
- Sical Logistics Limited - India
- Price Waterhouse Coopers - Russia
- Africa Commodities Group - South Africa
- Gujarat Sidhee Cement - India
- Georgia Ports Authority, United States
- Sinarmas Energy and Mining - Indonesia
- Indogreen Group - Indonesia
- Videocon Industries ltd - India
- Borneo Indobara - Indonesia
- Antam Resourcindo - Indonesia
- Indika Energy - Indonesia
- Chettinad Cement Corporation Ltd - India
- Tata Chemicals Ltd - India
- Cement Manufacturers Association - India
- Mjunction Services Limited - India
- Salva Resources Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- Grasim Industreis Ltd - India
- Wood Mackenzie - Singapore
- Meralco Power Generation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Energy Link Ltd, New Zealand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- PTC India Limited - India
- Power Finance Corporation Ltd., India
- Bhushan Steel Limited - India
- Baramulti Group, Indonesia
- Kepco SPC Power Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Bhoruka Overseas - Indonesia
- San Jose City I Power Corp, Philippines
- IEA Clean Coal Centre - UK
- GMR Energy Limited - India
- International Coal Ventures Pvt Ltd - India
- Ministry of Mines - Canada
- CNBM International Corporation - China
- TeaM Sual Corporation - Philippines
- IHS Mccloskey Coal Group - USA
- Manunggal Multi Energi - Indonesia
- Edison Trading Spa - Italy
- Siam City Cement - Thailand
- Asmin Koalindo Tuhup - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Straits Asia Resources Limited - Singapore
- Sindya Power Generating Company Private Ltd
- Electricity Generating Authority of Thailand
- Ministry of Finance - Indonesia
- Interocean Group of Companies - India
- Toyota Tsusho Corporation, Japan
- GVK Power & Infra Limited - India
- The Treasury - Australian Government
- Sojitz Corporation - Japan
- OPG Power Generation Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- SMG Consultants - Indonesia
- MS Steel International - UAE
- Karbindo Abesyapradhi - Indoneisa
- Energy Development Corp, Philippines
- Bharathi Cement Corporation - India
- Kapuas Tunggal Persada - Indonesia
- ASAPP Information Group - India
- Renaissance Capital - South Africa
- Jorong Barutama Greston.PT - Indonesia
- Medco Energi Mining Internasional
- Directorate Of Revenue Intelligence - India
- White Energy Company Limited
- GN Power Mariveles Coal Plant, Philippines
- Krishnapatnam Port Company Ltd. - India
- Attock Cement Pakistan Limited
- Kalimantan Lumbung Energi - Indonesia
- Jindal Steel & Power Ltd - India
- Iligan Light & Power Inc, Philippines
- Bhatia International Limited - India
- New Zealand Coal & Carbon
- Essar Steel Hazira Ltd - India
- Ambuja Cements Ltd - India
- Kumho Petrochemical, South Korea
- Australian Commodity Traders Exchange
- Pendopo Energi Batubara - Indonesia
- Oldendorff Carriers - Singapore
- Trasteel International SA, Italy
- Goldman Sachs - Singapore
- Parry Sugars Refinery, India
- Mintek Dendrill Indonesia
- Agrawal Coal Company - India
- Port Waratah Coal Services - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Kartika Selabumi Mining - Indonesia
- Star Paper Mills Limited - India
- Leighton Contractors Pty Ltd - Australia
- Siam City Cement PLC, Thailand
- Indo Tambangraya Megah - Indonesia
- Orica Australia Pty. Ltd.
- Coastal Gujarat Power Limited - India
- Holcim Trading Pte Ltd - Singapore
- PNOC Exploration Corporation - Philippines
- Sarangani Energy Corporation, Philippines
- Tamil Nadu electricity Board
- Rashtriya Ispat Nigam Limited - India
- CIMB Investment Bank - Malaysia
- Riau Bara Harum - Indonesia
- South Luzon Thermal Energy Corporation
- Semirara Mining Corp, Philippines
- Cigading International Bulk Terminal - Indonesia
- Singapore Mercantile Exchange
- Coal and Oil Company - UAE
- Intertek Mineral Services - Indonesia
- Maheswari Brothers Coal Limited - India
- Carbofer General Trading SA - India
- Savvy Resources Ltd - HongKong
- Malabar Cements Ltd - India
- Minerals Council of Australia
- Meenaskhi Energy Private Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Therma Luzon, Inc, Philippines
- Commonwealth Bank - Australia
- ICICI Bank Limited - India
- Timah Investasi Mineral - Indoneisa
- Independent Power Producers Association of India
- Ministry of Transport, Egypt
- Formosa Plastics Group - Taiwan
- Central Java Power - Indonesia
- Uttam Galva Steels Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Orica Mining Services - Indonesia
- The University of Queensland
- Indonesian Coal Mining Association
- Vijayanagar Sugar Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Bukit Asam (Persero) Tbk - Indonesia
- Anglo American - United Kingdom
- Australian Coal Association
- Merrill Lynch Commodities Europe
- GAC Shipping (India) Pvt Ltd
- Parliament of New Zealand
- Jaiprakash Power Ventures ltd
- Electricity Authority, New Zealand
- Barasentosa Lestari - Indonesia
- Kobexindo Tractors - Indoneisa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Posco Energy - South Korea
- Global Business Power Corporation, Philippines
- Sakthi Sugars Limited - India
- European Bulk Services B.V. - Netherlands
- SN Aboitiz Power Inc, Philippines
- Lanco Infratech Ltd - India
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