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Tuesday, 20 March 18
SHIPPING MARKET ANALYSIS - GEORGE LAZARIDIS
 It has been a chilling start to the week for the global economy, with the vast majority of stock exchanges noting a fair drop, after a series of sell offs in the technology sector.
According to George Lazaridis, Head of Research & Valuations of Allied Shipping, at the face of it, it may well sound as if this is something restricted to an industry which is disconnected in its most part from the shipping industry. However, in part these tremors being noted in the form of price drops in equities are tied in part to the overall friction being seen in global trade. It has been just over two weeks since US President Donald Trump announced import tariffs on steel and aluminum, and the geopolitical aftershocks are still being felt. The period just after the announcement seems to be mainly characterized by a number of countries, including but not limited to Australia, the European Union and Japan, pushing to win exemptions from these newly announced tariffs. Yet, things seem to be taking a darker tone now, with a number of these countries now vowing to act through reprisal levies and tariffs on US imports.
George Lazaridis further noted that, as an overall read-through, the main note that most of us in shipping have taken is that these current tariffs have a limited direct effect on shipping markets. China, which is the leading producer of both these commodities has a minute share in the overall imports entering the US, despite the fact that the US President has focused on China in his usual populist rhetoric with regards to trade. China’s exports of steel and aluminum to the US amount to only just 0.03% of its GDP, while it only makes up around 4% of total steel imports into the US. The biggest threat has been to the US market’s main suppliers, which are the European Union, Canada, S. Korea, Mexico, Brazil and Japan, with Canada and Mexico having for the moment escaped the current levies as part of the ongoing negotiations with regards to the NAFTA trade agreement.
George Lazaridis Allied noted that, the majority of the rest seem to be taking the option of retaliatory levies quite seriously, while despite China being relatively unaffected for the time being, they have also joined in the general discussion proactively, possibly taking this opportunity to proclaim themselves as defenders of free trade.
The risk of a wider trade war sparking off does lay in the realm of possibility right now, yet even if things were to escalate to such a level, the negative effects on shipping would most likely come in the form of gradual waves. Under such a scenario we would likely see most retaliatory tariffs and levies being placed on finished final goods, possibly causing a disturbance on the containership market first and limited to mainly this sector in the initial phase. It would take a while before we would see a gradual slump emerge on the demand for raw materials, as the overall slump in global demand for finished products would slowly push purchasing managers to cut back their requirements.
This all sounds like a dire scenario indeed and most would be in angst as to the actual probability of such a series of events pulling through, especially given that we have only just started to see a favourable environment emerge in terms of global trade. The general thought and hope for the time being is that to some degree the US President will back down having been brought to his senses in a similar fashion to how back in the early 2000’s George W Bush eventually backed down on his protectionist steel-tariff plan. Lets hope things aren’t taken too far too quickly and we miss the point of no return.
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Wednesday, 28 July 21
IN THE PHILIPPINES, COAL’S DEMISE MAKES WAY FOR A RENEWABLE ENERGY BOOM - IEEFA
Imported gas lock-in could undermine the economic benefits of a clean energy transition
The Philippines’ energy sector is on t ...
Wednesday, 28 July 21
MARKET INSIGHT - INTERMODAL
Assessing the ship repair sector during this first half of the year, we continue to come across surprises and new restrictions which are trembling ...
Saturday, 24 July 21
UNDERSTANDING INDIA'S LATEST PEAK POWER DEMAND RECORD - IEEFA
Ramping up solar will be crucial as peak power demand hits during the day
At around noon on 7 July 2021, India’s instantaneous ...
Wednesday, 21 July 21
MARKET INSIGHT - INTERMODAL
Dry Buk Sales and Purchase activity has heated up during 2021, reaching record high levels during the first half of the year. The increased interes ...
Monday, 19 July 21
CHINA'S COAL OUTPUT UP 6.4 PCT IN H1 - XINHUA
China’s raw coal output climbed 6.4 percent year on year to 1.95 billion tonnes in the first six months of the year, official data showed.
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- Karaikal Port Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Chettinad Cement Corporation Ltd - India
- ICICI Bank Limited - India
- The State Trading Corporation of India Ltd
- Antam Resourcindo - Indonesia
- Star Paper Mills Limited - India
- LBH Netherlands Bv - Netherlands
- Eastern Coal Council - USA
- Vizag Seaport Private Limited - India
- Trasteel International SA, Italy
- Price Waterhouse Coopers - Russia
- Wood Mackenzie - Singapore
- Edison Trading Spa - Italy
- Ambuja Cements Ltd - India
- AsiaOL BioFuels Corp., Philippines
- London Commodity Brokers - England
- Billiton Holdings Pty Ltd - Australia
- GVK Power & Infra Limited - India
- Semirara Mining Corp, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Oldendorff Carriers - Singapore
- Parry Sugars Refinery, India
- Central Electricity Authority - India
- Maharashtra Electricity Regulatory Commission - India
- Independent Power Producers Association of India
- Bayan Resources Tbk. - Indonesia
- Aditya Birla Group - India
- Xindia Steels Limited - India
- Bhoruka Overseas - Indonesia
- Romanian Commodities Exchange
- Grasim Industreis Ltd - India
- Bhatia International Limited - India
- Savvy Resources Ltd - HongKong
- SN Aboitiz Power Inc, Philippines
- Interocean Group of Companies - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Global Business Power Corporation, Philippines
- Mintek Dendrill Indonesia
- Kapuas Tunggal Persada - Indonesia
- Samtan Co., Ltd - South Korea
- Kartika Selabumi Mining - Indonesia
- Thai Mozambique Logistica
- Baramulti Group, Indonesia
- Commonwealth Bank - Australia
- New Zealand Coal & Carbon
- Siam City Cement - Thailand
- Leighton Contractors Pty Ltd - Australia
- Bukit Baiduri Energy - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Bhushan Steel Limited - India
- Manunggal Multi Energi - Indonesia
- Indika Energy - Indonesia
- Pendopo Energi Batubara - Indonesia
- Makarim & Taira - Indonesia
- McConnell Dowell - Australia
- Holcim Trading Pte Ltd - Singapore
- Indo Tambangraya Megah - Indonesia
- Renaissance Capital - South Africa
- Bangladesh Power Developement Board
- Ministry of Finance - Indonesia
- Energy Link Ltd, New Zealand
- Formosa Plastics Group - Taiwan
- Kideco Jaya Agung - Indonesia
- SMC Global Power, Philippines
- Energy Development Corp, Philippines
- Wilmar Investment Holdings
- Kumho Petrochemical, South Korea
- The Treasury - Australian Government
- Altura Mining Limited, Indonesia
- Sree Jayajothi Cements Limited - India
- Latin American Coal - Colombia
- Therma Luzon, Inc, Philippines
- Globalindo Alam Lestari - Indonesia
- Australian Coal Association
- Sinarmas Energy and Mining - Indonesia
- PowerSource Philippines DevCo
- Krishnapatnam Port Company Ltd. - India
- Indian Oil Corporation Limited
- Petrochimia International Co. Ltd.- Taiwan
- Gujarat Mineral Development Corp Ltd - India
- Attock Cement Pakistan Limited
- Thiess Contractors Indonesia
- Planning Commission, India
- Port Waratah Coal Services - Australia
- Alfred C Toepfer International GmbH - Germany
- Africa Commodities Group - South Africa
- Australian Commodity Traders Exchange
- Binh Thuan Hamico - Vietnam
- Offshore Bulk Terminal Pte Ltd, Singapore
- Vedanta Resources Plc - India
- Petron Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Gujarat Sidhee Cement - India
- Ministry of Mines - Canada
- Goldman Sachs - Singapore
- Anglo American - United Kingdom
- Banpu Public Company Limited - Thailand
- ASAPP Information Group - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- South Luzon Thermal Energy Corporation
- Tata Chemicals Ltd - India
- GMR Energy Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Marubeni Corporation - India
- The University of Queensland
- Chamber of Mines of South Africa
- Maheswari Brothers Coal Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Barasentosa Lestari - Indonesia
- Electricity Generating Authority of Thailand
- Bulk Trading Sa - Switzerland
- Meenaskhi Energy Private Limited - India
- Jorong Barutama Greston.PT - Indonesia
- White Energy Company Limited
- TeaM Sual Corporation - Philippines
- Bharathi Cement Corporation - India
- Global Green Power PLC Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Simpson Spence & Young - Indonesia
- Salva Resources Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- IHS Mccloskey Coal Group - USA
- Ceylon Electricity Board - Sri Lanka
- Intertek Mineral Services - Indonesia
- Meralco Power Generation, Philippines
- Jindal Steel & Power Ltd - India
- Central Java Power - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Coastal Gujarat Power Limited - India
- Georgia Ports Authority, United States
- Rio Tinto Coal - Australia
- Eastern Energy - Thailand
- Straits Asia Resources Limited - Singapore
- Madhucon Powers Ltd - India
- Orica Australia Pty. Ltd.
- Kaltim Prima Coal - Indonesia
- Sical Logistics Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- International Coal Ventures Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- PNOC Exploration Corporation - Philippines
- Agrawal Coal Company - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Neyveli Lignite Corporation Ltd, - India
- Siam City Cement PLC, Thailand
- Kalimantan Lumbung Energi - Indonesia
- VISA Power Limited - India
- Sojitz Corporation - Japan
- European Bulk Services B.V. - Netherlands
- Kobexindo Tractors - Indoneisa
- Sakthi Sugars Limited - India
- Singapore Mercantile Exchange
- Merrill Lynch Commodities Europe
- Ind-Barath Power Infra Limited - India
- CIMB Investment Bank - Malaysia
- Dalmia Cement Bharat India
- Kepco SPC Power Corporation, Philippines
- MS Steel International - UAE
- Cigading International Bulk Terminal - Indonesia
- Economic Council, Georgia
- Gujarat Electricity Regulatory Commission - India
- GAC Shipping (India) Pvt Ltd
- Heidelberg Cement - Germany
- Uttam Galva Steels Limited - India
- Indogreen Group - Indonesia
- Borneo Indobara - Indonesia
- Videocon Industries ltd - India
- OPG Power Generation Pvt Ltd - India
- Posco Energy - South Korea
- Sarangani Energy Corporation, Philippines
- Standard Chartered Bank - UAE
- Indonesian Coal Mining Association
- GN Power Mariveles Coal Plant, Philippines
- Power Finance Corporation Ltd., India
- Mjunction Services Limited - India
- CNBM International Corporation - China
- Metalloyd Limited - United Kingdom
- Orica Mining Services - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Minerals Council of Australia
- India Bulls Power Limited - India
- Ministry of Transport, Egypt
- Carbofer General Trading SA - India
- SMG Consultants - Indonesia
- Aboitiz Power Corporation - Philippines
- San Jose City I Power Corp, Philippines
- Directorate Of Revenue Intelligence - India
- Malabar Cements Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Electricity Authority, New Zealand
- IEA Clean Coal Centre - UK
- Riau Bara Harum - Indonesia
- Mercuria Energy - Indonesia
- Parliament of New Zealand
- Lanco Infratech Ltd - India
- Coalindo Energy - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Medco Energi Mining Internasional
- Toyota Tsusho Corporation, Japan
- Deloitte Consulting - India
- Mercator Lines Limited - India
- Global Coal Blending Company Limited - Australia
- Iligan Light & Power Inc, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Larsen & Toubro Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Timah Investasi Mineral - Indoneisa
- Jaiprakash Power Ventures ltd
- Cement Manufacturers Association - India
- Indian Energy Exchange, India
- Coal and Oil Company - UAE
- Tamil Nadu electricity Board
- PTC India Limited - India
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