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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, 12 June 24
CHINA ACCOUNTS FOR 16.3% OF AUSTRALIA'S COAL EXPORTS, FOLLOWED BY INDIA 14.4% - BANCHERO COSTA
Global coal trade has really picked up pace in recent months, and is now fully back to pre-Covid levels says Banchero Costa in its latest report.
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Wednesday, 12 June 24
LNG NEWBUILDING VALUES AT RECORD HIGH: 78 NEWBUILD ORDERS PLACED IN 2024, DOUBLING 2023 - VESON NAUTICAL
The number of LNG newbuilding orders have more than doubled from the same period last year where 34 orders were placed, compared to 78 in the first ...
Monday, 10 June 24
CHINA'S MAY COAL IMPORTS RISE 11% ON LOWER DOMESTIC OUTPUT - REUTERS
China’s imports of coal rose 11% in May from a year earlier, customs data and Reuters records showed on Friday, as lower domestic output this ...
Tuesday, 04 June 24
HOW DO WESTERN SANCTIONS ON RUSSIA IMPACT THE GLOBAL METALS, MINING AND COAL MARKETS - WOOD MACKENZIE
The geopolitical landscape for Russia, as a major supplier of various commodities, has undergone a dramatic transformation since the invasion of Uk ...
Friday, 22 March 24
CASE STUDY: DANGERS OF COAL CARGO - SKULD
Recently, a bulk cargo vessel carrying coal from South Africa to Singapore suffered a fatal accident, resulting in the deaths of three crew members ...
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Showing 21 to 25 news of total 6871 |
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- Sindya Power Generating Company Private Ltd
- Ministry of Finance - Indonesia
- Indian Energy Exchange, India
- Bhushan Steel Limited - India
- Merrill Lynch Commodities Europe
- Tamil Nadu electricity Board
- Cement Manufacturers Association - India
- Manunggal Multi Energi - Indonesia
- Malabar Cements Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Therma Luzon, Inc, Philippines
- Coal and Oil Company - UAE
- Global Business Power Corporation, Philippines
- Trasteel International SA, Italy
- Independent Power Producers Association of India
- Madhucon Powers Ltd - India
- Iligan Light & Power Inc, Philippines
- Medco Energi Mining Internasional
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Energy Development Corp, Philippines
- CIMB Investment Bank - Malaysia
- Coalindo Energy - Indonesia
- Kepco SPC Power Corporation, Philippines
- Standard Chartered Bank - UAE
- Sinarmas Energy and Mining - Indonesia
- VISA Power Limited - India
- Leighton Contractors Pty Ltd - Australia
- Videocon Industries ltd - India
- Barasentosa Lestari - Indonesia
- ICICI Bank Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Heidelberg Cement - Germany
- Dalmia Cement Bharat India
- Kaltim Prima Coal - Indonesia
- Bharathi Cement Corporation - India
- SMC Global Power, Philippines
- Price Waterhouse Coopers - Russia
- Vedanta Resources Plc - India
- Directorate Of Revenue Intelligence - India
- Ind-Barath Power Infra Limited - India
- Cigading International Bulk Terminal - Indonesia
- PTC India Limited - India
- Indika Energy - Indonesia
- Larsen & Toubro Limited - India
- Electricity Authority, New Zealand
- Sree Jayajothi Cements Limited - India
- IHS Mccloskey Coal Group - USA
- Posco Energy - South Korea
- Port Waratah Coal Services - Australia
- Parry Sugars Refinery, India
- Karaikal Port Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Vizag Seaport Private Limited - India
- Gujarat Electricity Regulatory Commission - India
- New Zealand Coal & Carbon
- Baramulti Group, Indonesia
- Sojitz Corporation - Japan
- Bank of Tokyo Mitsubishi UFJ Ltd
- GN Power Mariveles Coal Plant, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- India Bulls Power Limited - India
- Binh Thuan Hamico - Vietnam
- PNOC Exploration Corporation - Philippines
- Makarim & Taira - Indonesia
- SN Aboitiz Power Inc, Philippines
- Gujarat Sidhee Cement - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Global Green Power PLC Corporation, Philippines
- Petron Corporation, Philippines
- Borneo Indobara - Indonesia
- TeaM Sual Corporation - Philippines
- Miang Besar Coal Terminal - Indonesia
- Interocean Group of Companies - India
- Singapore Mercantile Exchange
- Samtan Co., Ltd - South Korea
- Goldman Sachs - Singapore
- San Jose City I Power Corp, Philippines
- Pendopo Energi Batubara - Indonesia
- Ministry of Mines - Canada
- Karbindo Abesyapradhi - Indoneisa
- LBH Netherlands Bv - Netherlands
- Timah Investasi Mineral - Indoneisa
- Energy Link Ltd, New Zealand
- Marubeni Corporation - India
- Xindia Steels Limited - India
- Australian Commodity Traders Exchange
- Banpu Public Company Limited - Thailand
- Eastern Coal Council - USA
- Jaiprakash Power Ventures ltd
- Bukit Makmur.PT - Indonesia
- Mjunction Services Limited - India
- Meenaskhi Energy Private Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Tata Chemicals Ltd - India
- International Coal Ventures Pvt Ltd - India
- Coastal Gujarat Power Limited - India
- GVK Power & Infra Limited - India
- Simpson Spence & Young - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Africa Commodities Group - South Africa
- Ceylon Electricity Board - Sri Lanka
- Globalindo Alam Lestari - Indonesia
- Renaissance Capital - South Africa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Maheswari Brothers Coal Limited - India
- McConnell Dowell - Australia
- Wood Mackenzie - Singapore
- Indogreen Group - Indonesia
- Central Java Power - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Bangladesh Power Developement Board
- Semirara Mining and Power Corporation, Philippines
- MS Steel International - UAE
- AsiaOL BioFuels Corp., Philippines
- Asmin Koalindo Tuhup - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Ministry of Transport, Egypt
- Orica Mining Services - Indonesia
- Lanco Infratech Ltd - India
- Indo Tambangraya Megah - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Directorate General of MIneral and Coal - Indonesia
- Essar Steel Hazira Ltd - India
- Romanian Commodities Exchange
- Bayan Resources Tbk. - Indonesia
- PowerSource Philippines DevCo
- Orica Australia Pty. Ltd.
- Salva Resources Pvt Ltd - India
- GMR Energy Limited - India
- Electricity Generating Authority of Thailand
- Mercuria Energy - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Savvy Resources Ltd - HongKong
- London Commodity Brokers - England
- Parliament of New Zealand
- Commonwealth Bank - Australia
- Rio Tinto Coal - Australia
- OPG Power Generation Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Bhatia International Limited - India
- Metalloyd Limited - United Kingdom
- Sakthi Sugars Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Aboitiz Power Corporation - Philippines
- European Bulk Services B.V. - Netherlands
- SMG Consultants - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Bukit Asam (Persero) Tbk - Indonesia
- Minerals Council of Australia
- Carbofer General Trading SA - India
- Global Coal Blending Company Limited - Australia
- Bulk Trading Sa - Switzerland
- South Luzon Thermal Energy Corporation
- Indonesian Coal Mining Association
- Antam Resourcindo - Indonesia
- Mintek Dendrill Indonesia
- ASAPP Information Group - India
- Aditya Birla Group - India
- IEA Clean Coal Centre - UK
- Planning Commission, India
- Georgia Ports Authority, United States
- The State Trading Corporation of India Ltd
- Grasim Industreis Ltd - India
- Sical Logistics Limited - India
- Bhoruka Overseas - Indonesia
- Economic Council, Georgia
- Semirara Mining Corp, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Altura Mining Limited, Indonesia
- Sarangani Energy Corporation, Philippines
- The Treasury - Australian Government
- Jindal Steel & Power Ltd - India
- Wilmar Investment Holdings
- Agrawal Coal Company - India
- Chamber of Mines of South Africa
- Siam City Cement - Thailand
- CNBM International Corporation - China
- Petrochimia International Co. Ltd.- Taiwan
- Star Paper Mills Limited - India
- Australian Coal Association
- GAC Shipping (India) Pvt Ltd
- TNB Fuel Sdn Bhd - Malaysia
- Oldendorff Carriers - Singapore
- Kumho Petrochemical, South Korea
- Ambuja Cements Ltd - India
- Kobexindo Tractors - Indoneisa
- The University of Queensland
- Bahari Cakrawala Sebuku - Indonesia
- Uttam Galva Steels Limited - India
- Kideco Jaya Agung - Indonesia
- Chettinad Cement Corporation Ltd - India
- Straits Asia Resources Limited - Singapore
- Central Electricity Authority - India
- Meralco Power Generation, Philippines
- Thai Mozambique Logistica
- Kalimantan Lumbung Energi - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Thiess Contractors Indonesia
- Edison Trading Spa - Italy
- Anglo American - United Kingdom
- Alfred C Toepfer International GmbH - Germany
- Formosa Plastics Group - Taiwan
- Indian Oil Corporation Limited
- White Energy Company Limited
- Attock Cement Pakistan Limited
- Mercator Lines Limited - India
- Bukit Baiduri Energy - Indonesia
- Kartika Selabumi Mining - Indonesia
- Deloitte Consulting - India
- Intertek Mineral Services - Indonesia
- Riau Bara Harum - Indonesia
- Latin American Coal - Colombia
- Toyota Tsusho Corporation, Japan
- Eastern Energy - Thailand
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