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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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Friday, 22 March 24
INDONESIA APPROVES 922.14 MLN T COAL PRODUCTION QUOTA FOR 2024, ABOVE TARGET - REUTERS
Indonesia has approved coal production quotas totalling 922.14 million metric tons for 2024, Bambang Suswantono, a senior official at the mining mi ...
Friday, 22 March 24
CHINA COAL INDUSTRY GROUP EXPECTS OUTPUT GROWTH TO SLOW IN 2024 - REUTERS
China’s coal output is expected to increase 36 million metric tons, or 0.8%, to about 4.7 billion tonnes in 2024, a Chinese coal industry gro ...
Monday, 18 March 24
THREE KEY TAKEAWAYS FROM OUR EUROPE GAS MARKETS SHORT-TERM OUTLOOK Q1 2024 - WOOD MACKENZIE
European gas prices are currently back to pre-crisis levels, but with a complex series of factors affecting future supply and demand, are they set ...
Wednesday, 06 March 24
INDONESIA AIMS TO FINISH MINING OUTPUT QUOTAS APPROVAL BY END-MARCH, OFFICIAL SAYS - REUTERS
Indonesia’s has approved the mining production quotarequests from more than 120mineral companies and aims to complete the approval process th ...
Monday, 04 March 24
IS YOUR GUARANTEE A GUARANTEE? NOTE TO SHIPOWNERS - GARD
KNOWLEDGE TO ELEVATE
The law of guarantees is not always obvious or easy to understand without proper guidance. This article clarifies the dif ...
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Showing 26 to 30 news of total 6871 |
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- Chettinad Cement Corporation Ltd - India
- Oldendorff Carriers - Singapore
- Cement Manufacturers Association - India
- Bhatia International Limited - India
- India Bulls Power Limited - India
- International Coal Ventures Pvt Ltd - India
- SMC Global Power, Philippines
- Bulk Trading Sa - Switzerland
- TNB Fuel Sdn Bhd - Malaysia
- Indika Energy - Indonesia
- Attock Cement Pakistan Limited
- Jindal Steel & Power Ltd - India
- Medco Energi Mining Internasional
- Kohat Cement Company Ltd. - Pakistan
- Marubeni Corporation - India
- Kaltim Prima Coal - Indonesia
- Gujarat Sidhee Cement - India
- Kumho Petrochemical, South Korea
- New Zealand Coal & Carbon
- Vizag Seaport Private Limited - India
- Parliament of New Zealand
- Mintek Dendrill Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- MS Steel International - UAE
- Meralco Power Generation, Philippines
- ICICI Bank Limited - India
- Sarangani Energy Corporation, Philippines
- Coal and Oil Company - UAE
- Kobexindo Tractors - Indoneisa
- Lanco Infratech Ltd - India
- Electricity Generating Authority of Thailand
- GAC Shipping (India) Pvt Ltd
- The University of Queensland
- Jaiprakash Power Ventures ltd
- PNOC Exploration Corporation - Philippines
- Timah Investasi Mineral - Indoneisa
- Aditya Birla Group - India
- TeaM Sual Corporation - Philippines
- Orica Mining Services - Indonesia
- Grasim Industreis Ltd - India
- Directorate Of Revenue Intelligence - India
- Commonwealth Bank - Australia
- Carbofer General Trading SA - India
- Manunggal Multi Energi - Indonesia
- Bhushan Steel Limited - India
- The State Trading Corporation of India Ltd
- Siam City Cement PLC, Thailand
- Australian Commodity Traders Exchange
- Semirara Mining Corp, Philippines
- AsiaOL BioFuels Corp., Philippines
- Simpson Spence & Young - Indonesia
- Romanian Commodities Exchange
- Heidelberg Cement - Germany
- Economic Council, Georgia
- Indonesian Coal Mining Association
- Altura Mining Limited, Indonesia
- Tamil Nadu electricity Board
- Global Coal Blending Company Limited - Australia
- Bhoruka Overseas - Indonesia
- Indian Energy Exchange, India
- Global Green Power PLC Corporation, Philippines
- Ambuja Cements Ltd - India
- OPG Power Generation Pvt Ltd - India
- Siam City Cement - Thailand
- Semirara Mining and Power Corporation, Philippines
- Sakthi Sugars Limited - India
- Trasteel International SA, Italy
- CIMB Investment Bank - Malaysia
- Essar Steel Hazira Ltd - India
- Interocean Group of Companies - India
- Bukit Asam (Persero) Tbk - Indonesia
- IHS Mccloskey Coal Group - USA
- Georgia Ports Authority, United States
- Eastern Coal Council - USA
- Ministry of Transport, Egypt
- Orica Australia Pty. Ltd.
- Sindya Power Generating Company Private Ltd
- Chamber of Mines of South Africa
- Kideco Jaya Agung - Indonesia
- Sree Jayajothi Cements Limited - India
- ASAPP Information Group - India
- South Luzon Thermal Energy Corporation
- Central Electricity Authority - India
- Jorong Barutama Greston.PT - Indonesia
- Dalmia Cement Bharat India
- Kapuas Tunggal Persada - Indonesia
- White Energy Company Limited
- Sojitz Corporation - Japan
- Antam Resourcindo - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sical Logistics Limited - India
- London Commodity Brokers - England
- Kepco SPC Power Corporation, Philippines
- Mercator Lines Limited - India
- Central Java Power - Indonesia
- Borneo Indobara - Indonesia
- Makarim & Taira - Indonesia
- Agrawal Coal Company - India
- Ministry of Mines - Canada
- LBH Netherlands Bv - Netherlands
- PTC India Limited - India
- Mjunction Services Limited - India
- Price Waterhouse Coopers - Russia
- Metalloyd Limited - United Kingdom
- Iligan Light & Power Inc, Philippines
- Kartika Selabumi Mining - Indonesia
- Baramulti Group, Indonesia
- Ministry of Finance - Indonesia
- Coastal Gujarat Power Limited - India
- Gujarat Electricity Regulatory Commission - India
- Petron Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- Thiess Contractors Indonesia
- Minerals Council of Australia
- Bangladesh Power Developement Board
- Binh Thuan Hamico - Vietnam
- CNBM International Corporation - China
- Bank of Tokyo Mitsubishi UFJ Ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- Aboitiz Power Corporation - Philippines
- VISA Power Limited - India
- Global Business Power Corporation, Philippines
- Merrill Lynch Commodities Europe
- PowerSource Philippines DevCo
- Standard Chartered Bank - UAE
- Latin American Coal - Colombia
- Ind-Barath Power Infra Limited - India
- Videocon Industries ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Bharathi Cement Corporation - India
- Globalindo Alam Lestari - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Tata Chemicals Ltd - India
- Energy Link Ltd, New Zealand
- San Jose City I Power Corp, Philippines
- Alfred C Toepfer International GmbH - Germany
- Indogreen Group - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Electricity Authority, New Zealand
- Billiton Holdings Pty Ltd - Australia
- Energy Development Corp, Philippines
- Power Finance Corporation Ltd., India
- Indian Oil Corporation Limited
- Directorate General of MIneral and Coal - Indonesia
- Riau Bara Harum - Indonesia
- Savvy Resources Ltd - HongKong
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Meenaskhi Energy Private Limited - India
- Barasentosa Lestari - Indonesia
- Planning Commission, India
- Goldman Sachs - Singapore
- GVK Power & Infra Limited - India
- Malabar Cements Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Star Paper Mills Limited - India
- Parry Sugars Refinery, India
- GMR Energy Limited - India
- GN Power Mariveles Coal Plant, Philippines
- European Bulk Services B.V. - Netherlands
- Edison Trading Spa - Italy
- Larsen & Toubro Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Petrochimia International Co. Ltd.- Taiwan
- Karaikal Port Pvt Ltd - India
- Vedanta Resources Plc - India
- SMG Consultants - Indonesia
- Uttam Galva Steels Limited - India
- Maheswari Brothers Coal Limited - India
- Samtan Co., Ltd - South Korea
- Bayan Resources Tbk. - Indonesia
- IEA Clean Coal Centre - UK
- Anglo American - United Kingdom
- Independent Power Producers Association of India
- Rashtriya Ispat Nigam Limited - India
- Sinarmas Energy and Mining - Indonesia
- Renaissance Capital - South Africa
- Pendopo Energi Batubara - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Posco Energy - South Korea
- Cigading International Bulk Terminal - Indonesia
- Coalindo Energy - Indonesia
- Straits Asia Resources Limited - Singapore
- Rio Tinto Coal - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- Salva Resources Pvt Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Maharashtra Electricity Regulatory Commission - India
- Xindia Steels Limited - India
- Thai Mozambique Logistica
- Bahari Cakrawala Sebuku - Indonesia
- Intertek Mineral Services - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Toyota Tsusho Corporation, Japan
- Wood Mackenzie - Singapore
- Deloitte Consulting - India
- The Treasury - Australian Government
- Leighton Contractors Pty Ltd - Australia
- Eastern Energy - Thailand
- Krishnapatnam Port Company Ltd. - India
- Australian Coal Association
- Africa Commodities Group - South Africa
- Mercuria Energy - Indonesia
- Singapore Mercantile Exchange
- SN Aboitiz Power Inc, Philippines
- Port Waratah Coal Services - Australia
- Holcim Trading Pte Ltd - Singapore
- McConnell Dowell - Australia
- Bukit Makmur.PT - Indonesia
- Madhucon Powers Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Bukit Baiduri Energy - Indonesia
- Formosa Plastics Group - Taiwan
- Therma Luzon, Inc, Philippines
- Wilmar Investment Holdings
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