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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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Sunday, 11 July 21
COAL SHOWS ITS STAYING POWER AS ECONOMIES BOUNCE BACK - THE WALL STREET JOURNAL
Coal use is surging in some of the world’s largest economies as electricity demand rebounds from the pandemic, illustrating the challenges to ...
Sunday, 11 July 21
ROBUST CHINA COAL DEMAND AMID AUSTRALIA IMPORT BAN FUELS PRICE RALLY - REUTERS
Seaborne coal has become a quiet winner among energy commodities, lacking the attention of higher-profile crude oil and liquefied natural gas (LNG) ...
Saturday, 10 July 21
OVERESTIMATED LCOES OF COAL-FIRED POWER PLANTS CREATE A FINANCIAL BUBBLE - IEEFA
Massive stranded asset risk detrimentally affects the financial and power distribution
India’s future coal-fired power project pipeline ...
Friday, 09 July 21
EIA FORECASTS COAL’S GENERATION SHARE IN U.S TO RISE FROM 20% IN 2020 TO 24% THIS YEAR BUT TO FALL TO 22% NEXT YEAR
The July Short-Term Energy Outlook (STEO) of EIA remains subject to heightened levels of uncertainty related to the ongoing economic recovery from ...
Friday, 09 July 21
KOREA SOUTH-EAST POWER CO., LTD. INVITES BIDS FOR 1.86 MILLION TONS OF COAL OF 5600 & 4000 NCV COAL FOR THREE YEARS
COALspot.com: South Korea’s KOREA SOUTH-EAST POWER CO., LTD. (KOEN) has issued an international tender for 280,000 – 300,000 MT of Min. ...
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- Merrill Lynch Commodities Europe
- Edison Trading Spa - Italy
- Port Waratah Coal Services - Australia
- Makarim & Taira - Indonesia
- Straits Asia Resources Limited - Singapore
- Lanco Infratech Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Energy Link Ltd, New Zealand
- Petron Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- IEA Clean Coal Centre - UK
- Kalimantan Lumbung Energi - Indonesia
- Maheswari Brothers Coal Limited - India
- Ministry of Mines - Canada
- India Bulls Power Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Wood Mackenzie - Singapore
- McConnell Dowell - Australia
- Sojitz Corporation - Japan
- Bukit Asam (Persero) Tbk - Indonesia
- Grasim Industreis Ltd - India
- Intertek Mineral Services - Indonesia
- Bangladesh Power Developement Board
- Altura Mining Limited, Indonesia
- Romanian Commodities Exchange
- Indian Oil Corporation Limited
- Borneo Indobara - Indonesia
- Central Java Power - Indonesia
- Gujarat Sidhee Cement - India
- Indo Tambangraya Megah - Indonesia
- Power Finance Corporation Ltd., India
- Sree Jayajothi Cements Limited - India
- Dalmia Cement Bharat India
- Heidelberg Cement - Germany
- Gujarat Electricity Regulatory Commission - India
- Kapuas Tunggal Persada - Indonesia
- Electricity Generating Authority of Thailand
- Energy Development Corp, Philippines
- Samtan Co., Ltd - South Korea
- Manunggal Multi Energi - Indonesia
- Mintek Dendrill Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Bhushan Steel Limited - India
- Global Coal Blending Company Limited - Australia
- Billiton Holdings Pty Ltd - Australia
- Standard Chartered Bank - UAE
- Eastern Energy - Thailand
- Tata Chemicals Ltd - India
- Simpson Spence & Young - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Minerals Council of Australia
- Posco Energy - South Korea
- Gujarat Mineral Development Corp Ltd - India
- Cement Manufacturers Association - India
- Price Waterhouse Coopers - Russia
- Indonesian Coal Mining Association
- SMC Global Power, Philippines
- Sical Logistics Limited - India
- Bulk Trading Sa - Switzerland
- PTC India Limited - India
- PowerSource Philippines DevCo
- Global Business Power Corporation, Philippines
- Indogreen Group - Indonesia
- South Luzon Thermal Energy Corporation
- GVK Power & Infra Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kartika Selabumi Mining - Indonesia
- Latin American Coal - Colombia
- Australian Coal Association
- SMG Consultants - Indonesia
- Vizag Seaport Private Limited - India
- Thiess Contractors Indonesia
- Parliament of New Zealand
- Coal and Oil Company - UAE
- Globalindo Alam Lestari - Indonesia
- Ministry of Finance - Indonesia
- Eastern Coal Council - USA
- Ambuja Cements Ltd - India
- Pendopo Energi Batubara - Indonesia
- New Zealand Coal & Carbon
- Jorong Barutama Greston.PT - Indonesia
- Holcim Trading Pte Ltd - Singapore
- San Jose City I Power Corp, Philippines
- Krishnapatnam Port Company Ltd. - India
- Semirara Mining and Power Corporation, Philippines
- Bhoruka Overseas - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Xindia Steels Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- London Commodity Brokers - England
- PetroVietnam Power Coal Import and Supply Company
- Kepco SPC Power Corporation, Philippines
- Mercator Lines Limited - India
- Semirara Mining Corp, Philippines
- The Treasury - Australian Government
- Medco Energi Mining Internasional
- Deloitte Consulting - India
- GAC Shipping (India) Pvt Ltd
- TeaM Sual Corporation - Philippines
- Chettinad Cement Corporation Ltd - India
- Georgia Ports Authority, United States
- Riau Bara Harum - Indonesia
- ASAPP Information Group - India
- Bukit Baiduri Energy - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- The University of Queensland
- Renaissance Capital - South Africa
- Savvy Resources Ltd - HongKong
- Parry Sugars Refinery, India
- Pipit Mutiara Jaya. PT, Indonesia
- Binh Thuan Hamico - Vietnam
- OPG Power Generation Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Indika Energy - Indonesia
- Australian Commodity Traders Exchange
- Karbindo Abesyapradhi - Indoneisa
- Attock Cement Pakistan Limited
- Global Green Power PLC Corporation, Philippines
- Aditya Birla Group - India
- LBH Netherlands Bv - Netherlands
- Madhucon Powers Ltd - India
- Orica Mining Services - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ceylon Electricity Board - Sri Lanka
- Sindya Power Generating Company Private Ltd
- Agrawal Coal Company - India
- Singapore Mercantile Exchange
- Iligan Light & Power Inc, Philippines
- PNOC Exploration Corporation - Philippines
- Banpu Public Company Limited - Thailand
- Kideco Jaya Agung - Indonesia
- Sarangani Energy Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Bhatia International Limited - India
- Cigading International Bulk Terminal - Indonesia
- GMR Energy Limited - India
- Trasteel International SA, Italy
- International Coal Ventures Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Electricity Authority, New Zealand
- Directorate Of Revenue Intelligence - India
- CNBM International Corporation - China
- Goldman Sachs - Singapore
- Coastal Gujarat Power Limited - India
- Ministry of Transport, Egypt
- Interocean Group of Companies - India
- Baramulti Group, Indonesia
- Siam City Cement PLC, Thailand
- SN Aboitiz Power Inc, Philippines
- MS Steel International - UAE
- Siam City Cement - Thailand
- Ind-Barath Power Infra Limited - India
- Sinarmas Energy and Mining - Indonesia
- Jaiprakash Power Ventures ltd
- Asmin Koalindo Tuhup - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Formosa Plastics Group - Taiwan
- Mjunction Services Limited - India
- Orica Australia Pty. Ltd.
- Neyveli Lignite Corporation Ltd, - India
- Marubeni Corporation - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Meenaskhi Energy Private Limited - India
- CIMB Investment Bank - Malaysia
- Tamil Nadu electricity Board
- AsiaOL BioFuels Corp., Philippines
- Karaikal Port Pvt Ltd - India
- VISA Power Limited - India
- Essar Steel Hazira Ltd - India
- Metalloyd Limited - United Kingdom
- Uttam Galva Steels Limited - India
- Coalindo Energy - Indonesia
- Sakthi Sugars Limited - India
- Thai Mozambique Logistica
- Jindal Steel & Power Ltd - India
- Chamber of Mines of South Africa
- Anglo American - United Kingdom
- Africa Commodities Group - South Africa
- Rio Tinto Coal - Australia
- Economic Council, Georgia
- Mercuria Energy - Indonesia
- Commonwealth Bank - Australia
- Vedanta Resources Plc - India
- Kohat Cement Company Ltd. - Pakistan
- Planning Commission, India
- White Energy Company Limited
- Salva Resources Pvt Ltd - India
- Videocon Industries ltd - India
- Therma Luzon, Inc, Philippines
- Alfred C Toepfer International GmbH - Germany
- Central Electricity Authority - India
- Bharathi Cement Corporation - India
- Vijayanagar Sugar Pvt Ltd - India
- Larsen & Toubro Limited - India
- Independent Power Producers Association of India
- Toyota Tsusho Corporation, Japan
- Malabar Cements Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kumho Petrochemical, South Korea
- Carbofer General Trading SA - India
- Star Paper Mills Limited - India
- Antam Resourcindo - Indonesia
- The State Trading Corporation of India Ltd
- Aboitiz Power Corporation - Philippines
- European Bulk Services B.V. - Netherlands
- Wilmar Investment Holdings
- Oldendorff Carriers - Singapore
- Timah Investasi Mineral - Indoneisa
- Kobexindo Tractors - Indoneisa
- Barasentosa Lestari - Indonesia
- Bayan Resources Tbk. - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indian Energy Exchange, India
- Maharashtra Electricity Regulatory Commission - India
- ICICI Bank Limited - India
- Meralco Power Generation, Philippines
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