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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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Saturday, 17 July 21
COAL PRICES TRADE AT DECADE HIGH OF $140 PER TONNE, HERE ARE SOME FACTORS AT PLAY: CNBC-TV18
Coal prices are trading at $140 per tonne. In the last one week, coal has seen more than 8 percent gains; the last one month has seen 24 percent ju ...
Thursday, 15 July 21
U.S. FOSSIL FUEL CONSUMPTION FELL BY 9% IN 2020, THE LOWEST LEVEL IN NEARLY 30 YEARS - EIA
U.S. fossil fuel consumption fell by 9% in 2020, the lowest level in nearly 30 years
In 2020, total consumption of fossil fuels in t ...
Thursday, 15 July 21
IN 2020, U.S. COAL PRODUCTION FELL TO ITS LOWEST LEVEL SINCE 1965 - EIA
U.S. coal production totaled 535 million short tons (MMst) in 2020, a 24% decrease from the 706 MMst mined in 2019 and the lowest level of coal pro ...
Wednesday, 14 July 21
MARKET INSIGHT - INTERMODAL
In its latest Global Economic Prospects report, the world bank recorded the strongest post-recession global growth in 80 years, but emerging and de ...
Tuesday, 13 July 21
JAPAN STILL SEEKING TO EXPLOIT COAL POWER LOOPHOLES - IEEFA
JBIC wants to continue burdening developing nations with its expensive coal-fired power technology
Japan is continuing to push its expensive c ...
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- Chamber of Mines of South Africa
- New Zealand Coal & Carbon
- Kobexindo Tractors - Indoneisa
- Central Java Power - Indonesia
- LBH Netherlands Bv - Netherlands
- Bhoruka Overseas - Indonesia
- ICICI Bank Limited - India
- Maheswari Brothers Coal Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Latin American Coal - Colombia
- India Bulls Power Limited - India
- Kumho Petrochemical, South Korea
- Electricity Authority, New Zealand
- Bukit Makmur.PT - Indonesia
- Bhatia International Limited - India
- Iligan Light & Power Inc, Philippines
- Grasim Industreis Ltd - India
- International Coal Ventures Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- Port Waratah Coal Services - Australia
- Sojitz Corporation - Japan
- SMC Global Power, Philippines
- TeaM Sual Corporation - Philippines
- Bharathi Cement Corporation - India
- Karaikal Port Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Ind-Barath Power Infra Limited - India
- Siam City Cement PLC, Thailand
- Thiess Contractors Indonesia
- Metalloyd Limited - United Kingdom
- Star Paper Mills Limited - India
- Altura Mining Limited, Indonesia
- Economic Council, Georgia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- OPG Power Generation Pvt Ltd - India
- MS Steel International - UAE
- Kaltim Prima Coal - Indonesia
- Timah Investasi Mineral - Indoneisa
- Planning Commission, India
- Sinarmas Energy and Mining - Indonesia
- Central Electricity Authority - India
- Eastern Coal Council - USA
- PetroVietnam Power Coal Import and Supply Company
- Neyveli Lignite Corporation Ltd, - India
- Dalmia Cement Bharat India
- Global Business Power Corporation, Philippines
- Uttam Galva Steels Limited - India
- Global Coal Blending Company Limited - Australia
- Formosa Plastics Group - Taiwan
- Petrochimia International Co. Ltd.- Taiwan
- CNBM International Corporation - China
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Cigading International Bulk Terminal - Indonesia
- Electricity Generating Authority of Thailand
- Mjunction Services Limited - India
- Energy Link Ltd, New Zealand
- Directorate Of Revenue Intelligence - India
- Vedanta Resources Plc - India
- Pendopo Energi Batubara - Indonesia
- GMR Energy Limited - India
- Samtan Co., Ltd - South Korea
- Therma Luzon, Inc, Philippines
- Gujarat Electricity Regulatory Commission - India
- Kideco Jaya Agung - Indonesia
- McConnell Dowell - Australia
- Australian Coal Association
- Orica Australia Pty. Ltd.
- The University of Queensland
- Asia Pacific Energy Resources Ventures Inc, Philippines
- European Bulk Services B.V. - Netherlands
- Madhucon Powers Ltd - India
- Mercuria Energy - Indonesia
- Sindya Power Generating Company Private Ltd
- Aboitiz Power Corporation - Philippines
- Edison Trading Spa - Italy
- Jindal Steel & Power Ltd - India
- Renaissance Capital - South Africa
- The Treasury - Australian Government
- Parliament of New Zealand
- Gujarat Mineral Development Corp Ltd - India
- Indian Energy Exchange, India
- Mercator Lines Limited - India
- Eastern Energy - Thailand
- GAC Shipping (India) Pvt Ltd
- Mintek Dendrill Indonesia
- ASAPP Information Group - India
- Posco Energy - South Korea
- Alfred C Toepfer International GmbH - Germany
- Trasteel International SA, Italy
- Interocean Group of Companies - India
- Bangladesh Power Developement Board
- Coastal Gujarat Power Limited - India
- Georgia Ports Authority, United States
- Miang Besar Coal Terminal - Indonesia
- Independent Power Producers Association of India
- Rio Tinto Coal - Australia
- Bulk Trading Sa - Switzerland
- Kartika Selabumi Mining - Indonesia
- Global Green Power PLC Corporation, Philippines
- Indika Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Orica Mining Services - Indonesia
- Coalindo Energy - Indonesia
- Chettinad Cement Corporation Ltd - India
- Singapore Mercantile Exchange
- Aditya Birla Group - India
- Billiton Holdings Pty Ltd - Australia
- PTC India Limited - India
- Merrill Lynch Commodities Europe
- The State Trading Corporation of India Ltd
- Ceylon Electricity Board - Sri Lanka
- Indonesian Coal Mining Association
- Intertek Mineral Services - Indonesia
- Coal and Oil Company - UAE
- Petron Corporation, Philippines
- Heidelberg Cement - Germany
- IHS Mccloskey Coal Group - USA
- Simpson Spence & Young - Indonesia
- Semirara Mining and Power Corporation, Philippines
- VISA Power Limited - India
- SMG Consultants - Indonesia
- Bukit Baiduri Energy - Indonesia
- Power Finance Corporation Ltd., India
- Vizag Seaport Private Limited - India
- Malabar Cements Ltd - India
- White Energy Company Limited
- Indo Tambangraya Megah - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Essar Steel Hazira Ltd - India
- Kepco SPC Power Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ministry of Transport, Egypt
- Sakthi Sugars Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Gujarat Sidhee Cement - India
- Kalimantan Lumbung Energi - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Wilmar Investment Holdings
- Videocon Industries ltd - India
- Sical Logistics Limited - India
- Baramulti Group, Indonesia
- Salva Resources Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- Africa Commodities Group - South Africa
- San Jose City I Power Corp, Philippines
- Antam Resourcindo - Indonesia
- Carbofer General Trading SA - India
- Kohat Cement Company Ltd. - Pakistan
- Bank of Tokyo Mitsubishi UFJ Ltd
- Krishnapatnam Port Company Ltd. - India
- Barasentosa Lestari - Indonesia
- CIMB Investment Bank - Malaysia
- SN Aboitiz Power Inc, Philippines
- Semirara Mining Corp, Philippines
- Larsen & Toubro Limited - India
- Wood Mackenzie - Singapore
- Tamil Nadu electricity Board
- Commonwealth Bank - Australia
- Romanian Commodities Exchange
- Indogreen Group - Indonesia
- Cement Manufacturers Association - India
- Karbindo Abesyapradhi - Indoneisa
- Jaiprakash Power Ventures ltd
- PowerSource Philippines DevCo
- Globalindo Alam Lestari - Indonesia
- South Luzon Thermal Energy Corporation
- Oldendorff Carriers - Singapore
- Asmin Koalindo Tuhup - Indonesia
- London Commodity Brokers - England
- Tata Chemicals Ltd - India
- Ambuja Cements Ltd - India
- Savvy Resources Ltd - HongKong
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Borneo Indobara - Indonesia
- Marubeni Corporation - India
- Medco Energi Mining Internasional
- Thai Mozambique Logistica
- Bayan Resources Tbk. - Indonesia
- Sree Jayajothi Cements Limited - India
- Lanco Infratech Ltd - India
- Attock Cement Pakistan Limited
- Toyota Tsusho Corporation, Japan
- Meralco Power Generation, Philippines
- Standard Chartered Bank - UAE
- Pipit Mutiara Jaya. PT, Indonesia
- Indian Oil Corporation Limited
- Banpu Public Company Limited - Thailand
- Ministry of Finance - Indonesia
- Australian Commodity Traders Exchange
- Minerals Council of Australia
- Parry Sugars Refinery, India
- Energy Development Corp, Philippines
- Ministry of Mines - Canada
- Kapuas Tunggal Persada - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Siam City Cement - Thailand
- Makarim & Taira - Indonesia
- Price Waterhouse Coopers - Russia
- Meenaskhi Energy Private Limited - India
- Binh Thuan Hamico - Vietnam
- GVK Power & Infra Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Anglo American - United Kingdom
- IEA Clean Coal Centre - UK
- Bhushan Steel Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Agrawal Coal Company - India
- Straits Asia Resources Limited - Singapore
- Rashtriya Ispat Nigam Limited - India
- AsiaOL BioFuels Corp., Philippines
- Leighton Contractors Pty Ltd - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Goldman Sachs - Singapore
- Xindia Steels Limited - India
- Deloitte Consulting - India
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