We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
Tuesday, 15 November 16
CHINA, FOR MANY YEARS NOW HAS SERVED AS A MAJOR GROWTH ENGINE FOR ASIA - ALLIED SHIPPING RESEARCH
 It’s been a turbulent couple of days after the announcement of the U.S. Presidential results in the early hours of Wednesday.
After weeks of scaremongering and intense debate, it looks as though the market started to have severe mood swings as to what a Trump presidency would mean to U.S. and more crucially global markets.
According to Allied Shipping research, Wednesday started off in line with what most had anticipated with the U.S. dollar weakening against most major currencies and most commodities witnessing a drop in price with the exception of gold which as always is seen as the typical “safe harbor”.
This was short lived however with both the U.S dollar and commodities quick to rebound and then continue on an upward course up until the time of writing, which was remarkable, to say the least. It seems as though Trump’s talk over huge infrastructure developments and investing to be made under his presidency caused most to see a major increase in demand for most “heavy industry” commodities Allied Shipping noted.
Things however are never so clear cut as the subsequent volatility showed in late trading hours on Friday and early trading hours today. Many traders came to the quick realization that even if the U.S. economy undertakes a massive and successful investment in infrastructure that could boost construction and demand for commodities, this could be as easily overturned by Trump’s other campaign promises regarding trade agreements. His hostility towards Chinese trade and his strong promise to erect massive trade barriers with China in the form of high rate tariffs on imports would likely have a domino effect. China has already shown difficulties over the past year and a half. With China being the world’s largest importer of raw commodities, any setbacks in its economy are likely to have an overall negative effect on global commodities which will be a considerable multiple of any positive effect the U.S. could have in this regard. However, with all this being highly theoretical at this point and with the large majority of Trump’s policies remaining in the realm of the unknown, no one really knows which way things could go. So for now it seems to be a great playing field for market speculators, taking up positions which as they see it could potentially reap them great rewards if their scenarios pan out (or great losses if they don’t). Nevertheless, things seem to be going in a healthy direction for now from the commodities perspective giving a slightly bigger edge to a scenario of an overall boosted global economy moving forward.
Japan’s recently announced latest GDP figures surpassed by a big margin all analysts’ expectations and although this has been mainly attributed to a healthy boost from exports, it indicates their reliance on close cooperation with its trade partners and their respective economic growth trajectory, Allied Shipping Head of Market Research & Asset Valuations said.
This “free trade” most countries depend is even more the case for emerging economies which have been the ones that have been supporting global growth since 2008. Their extraordinary growth figures are not isolated within these countries but also reciprocate increased demand for products and more importantly services from the more developed economies. Japan’s growth in exports has mainly been fueled by demand from China which for many years now has served as a major growth engine for Asia and consumes all sorts of imports from other countries worldwide.
A step towards Trump’s campaign dream of isolated nations would benefit no-one in the long run, however as to what Trump’s dream really is no-one seems to know. It’s anyone’s guess right now which way things will go Allied Shipping research concluded.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Friday, 23 February 24
STRONG OUTLOOK FOR THE TANKER MARKET IN 2024 AND BEYOND - DNV
Several factors have aligned over the past two years to create a robust and profitable market for tanker owners, which is expected to drive newbuil ...
Friday, 23 February 24
AUSTRALIAN COAL FLOWS TO ASIA HOVER ABOVE LAST YEAR’S VOLUME TONNES - SIGNAL GROUP
In the final days of February, the dry bulk freight market appeared to maintain a relatively stable momentum, particularly evident in the large ves ...
Friday, 23 February 24
RUSSIAN COAL SHIPMENTS FALL 14% AS SANCTIONS BITE - BIMCO
During the first seven weeks of 2024, Russian coal shipments have fallen 14% y/y. Volumes have gradually declined since October 2023 when logistica ...
Thursday, 22 February 24
BIMCO PUBLISHES SHIP FINANCING FORMS TO ENSURE UNINTERRUPTED USE OF SHIPS
BIMCO has published two standard Quiet Enjoyment Letters (QELs), the first standard form QELs available to the industry, to offer a tool that can e ...
Monday, 19 February 24
METALS INVESTMENT: THE DARKEST HOUR IS JUST BEFORE THE DAWN - WOOD MACKENZIE
Things often seem at their worst just before they get better. In terms of meeting our net zero 2050 scenario, we’ve reached a watershed momen ...
|
|
|
Showing 31 to 35 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Rio Tinto Coal - Australia
- Ceylon Electricity Board - Sri Lanka
- Videocon Industries ltd - India
- Ind-Barath Power Infra Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Port Waratah Coal Services - Australia
- London Commodity Brokers - England
- Ministry of Mines - Canada
- Rashtriya Ispat Nigam Limited - India
- Bangladesh Power Developement Board
- MS Steel International - UAE
- Petron Corporation, Philippines
- Carbofer General Trading SA - India
- TNB Fuel Sdn Bhd - Malaysia
- Bhushan Steel Limited - India
- Tamil Nadu electricity Board
- Indonesian Coal Mining Association
- Kobexindo Tractors - Indoneisa
- Independent Power Producers Association of India
- Chamber of Mines of South Africa
- Vijayanagar Sugar Pvt Ltd - India
- Georgia Ports Authority, United States
- Sinarmas Energy and Mining - Indonesia
- ICICI Bank Limited - India
- Borneo Indobara - Indonesia
- Aditya Birla Group - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- IHS Mccloskey Coal Group - USA
- Price Waterhouse Coopers - Russia
- Samtan Co., Ltd - South Korea
- Planning Commission, India
- Uttam Galva Steels Limited - India
- Banpu Public Company Limited - Thailand
- Chettinad Cement Corporation Ltd - India
- Attock Cement Pakistan Limited
- Sree Jayajothi Cements Limited - India
- Intertek Mineral Services - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Commonwealth Bank - Australia
- Semirara Mining Corp, Philippines
- Heidelberg Cement - Germany
- Mjunction Services Limited - India
- Sojitz Corporation - Japan
- Central Java Power - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Bayan Resources Tbk. - Indonesia
- Marubeni Corporation - India
- SMG Consultants - Indonesia
- Mercator Lines Limited - India
- Sical Logistics Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Mercuria Energy - Indonesia
- ASAPP Information Group - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Orica Australia Pty. Ltd.
- Krishnapatnam Port Company Ltd. - India
- The State Trading Corporation of India Ltd
- Interocean Group of Companies - India
- Cement Manufacturers Association - India
- Savvy Resources Ltd - HongKong
- Kumho Petrochemical, South Korea
- Eastern Coal Council - USA
- SMC Global Power, Philippines
- Formosa Plastics Group - Taiwan
- Coal and Oil Company - UAE
- Romanian Commodities Exchange
- Edison Trading Spa - Italy
- Standard Chartered Bank - UAE
- Power Finance Corporation Ltd., India
- Electricity Generating Authority of Thailand
- Lanco Infratech Ltd - India
- Global Business Power Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Thiess Contractors Indonesia
- Coastal Gujarat Power Limited - India
- Barasentosa Lestari - Indonesia
- Pendopo Energi Batubara - Indonesia
- Manunggal Multi Energi - Indonesia
- Essar Steel Hazira Ltd - India
- Kepco SPC Power Corporation, Philippines
- McConnell Dowell - Australia
- The University of Queensland
- Xindia Steels Limited - India
- Jindal Steel & Power Ltd - India
- Antam Resourcindo - Indonesia
- TeaM Sual Corporation - Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Grasim Industreis Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ambuja Cements Ltd - India
- Cigading International Bulk Terminal - Indonesia
- GVK Power & Infra Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Siam City Cement - Thailand
- Kalimantan Lumbung Energi - Indonesia
- Global Green Power PLC Corporation, Philippines
- CIMB Investment Bank - Malaysia
- CNBM International Corporation - China
- Australian Coal Association
- Kartika Selabumi Mining - Indonesia
- Tata Chemicals Ltd - India
- Energy Development Corp, Philippines
- Makarim & Taira - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Holcim Trading Pte Ltd - Singapore
- Coalindo Energy - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Parry Sugars Refinery, India
- Sarangani Energy Corporation, Philippines
- Vedanta Resources Plc - India
- Goldman Sachs - Singapore
- Ministry of Transport, Egypt
- Oldendorff Carriers - Singapore
- Renaissance Capital - South Africa
- VISA Power Limited - India
- Baramulti Group, Indonesia
- Binh Thuan Hamico - Vietnam
- Sindya Power Generating Company Private Ltd
- Agrawal Coal Company - India
- Metalloyd Limited - United Kingdom
- Globalindo Alam Lestari - Indonesia
- The Treasury - Australian Government
- Billiton Holdings Pty Ltd - Australia
- Merrill Lynch Commodities Europe
- Anglo American - United Kingdom
- European Bulk Services B.V. - Netherlands
- San Jose City I Power Corp, Philippines
- Central Electricity Authority - India
- Mintek Dendrill Indonesia
- Minerals Council of Australia
- New Zealand Coal & Carbon
- International Coal Ventures Pvt Ltd - India
- Ministry of Finance - Indonesia
- Deloitte Consulting - India
- Therma Luzon, Inc, Philippines
- Altura Mining Limited, Indonesia
- LBH Netherlands Bv - Netherlands
- India Bulls Power Limited - India
- Vizag Seaport Private Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Wood Mackenzie - Singapore
- Kapuas Tunggal Persada - Indonesia
- PNOC Exploration Corporation - Philippines
- Salva Resources Pvt Ltd - India
- Medco Energi Mining Internasional
- Meralco Power Generation, Philippines
- PTC India Limited - India
- Meenaskhi Energy Private Limited - India
- Trasteel International SA, Italy
- Australian Commodity Traders Exchange
- Bulk Trading Sa - Switzerland
- Directorate General of MIneral and Coal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Thai Mozambique Logistica
- Dalmia Cement Bharat India
- Parliament of New Zealand
- Larsen & Toubro Limited - India
- Bhoruka Overseas - Indonesia
- Gujarat Sidhee Cement - India
- Directorate Of Revenue Intelligence - India
- Iligan Light & Power Inc, Philippines
- Toyota Tsusho Corporation, Japan
- Asmin Koalindo Tuhup - Indonesia
- Orica Mining Services - Indonesia
- Latin American Coal - Colombia
- Jaiprakash Power Ventures ltd
- GAC Shipping (India) Pvt Ltd
- White Energy Company Limited
- Bukit Baiduri Energy - Indonesia
- Africa Commodities Group - South Africa
- Maheswari Brothers Coal Limited - India
- Electricity Authority, New Zealand
- GMR Energy Limited - India
- Indo Tambangraya Megah - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Timah Investasi Mineral - Indoneisa
- Malabar Cements Ltd - India
- Indika Energy - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- SN Aboitiz Power Inc, Philippines
- Aboitiz Power Corporation - Philippines
- Bharathi Cement Corporation - India
- AsiaOL BioFuels Corp., Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Bhatia International Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Eastern Energy - Thailand
- Economic Council, Georgia
- Indian Energy Exchange, India
- Siam City Cement PLC, Thailand
- Energy Link Ltd, New Zealand
- IEA Clean Coal Centre - UK
- PetroVietnam Power Coal Import and Supply Company
- Jorong Barutama Greston.PT - Indonesia
- Madhucon Powers Ltd - India
- Global Coal Blending Company Limited - Australia
- PowerSource Philippines DevCo
- Bukit Makmur.PT - Indonesia
- Riau Bara Harum - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Indian Oil Corporation Limited
- Indogreen Group - Indonesia
- Wilmar Investment Holdings
- Alfred C Toepfer International GmbH - Germany
- Sakthi Sugars Limited - India
- Posco Energy - South Korea
- Straits Asia Resources Limited - Singapore
- OPG Power Generation Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Star Paper Mills Limited - India
- Miang Besar Coal Terminal - Indonesia
- Simpson Spence & Young - Indonesia
- South Luzon Thermal Energy Corporation
- Singapore Mercantile Exchange
|
| |
| |
|
