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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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Thursday, 01 July 21
WHY INDIA’S SOLAR POWER TARIFFS ARE CLIMBING AFTER HITTING RECORD LOWS LAST YEAR - IEEFA
What’s behind the recent increase?
Solar tariffs are deflationary. Prices have fallen by 75% in seven years in India, and in 2 ...
Thursday, 01 July 21
END TO COAL POWER BROUGHT FORWARD TO OCTOBER 2024
Press Release: The deadline to phase out coal from Great Britain's energy system has been brought forward by a whole year, highlighting the UK& ...
Thursday, 01 July 21
WHY BUILD 600 NEW UNPROFITABLE COAL PLANTS? - DEUTSCHE WELLE
Governments in Asia are planning 600 new coal plants that could lose investors $150 billion and derail efforts to limit temperature rise in line wi ...
Thursday, 01 July 21
FIVE ASIAN COUNTRIES ACCOUNT FOR 80% OF NEW COAL POWER INVESTMENT - THE GUARDIAN
Five Asian countries are jeopardising global climate ambitions by investing in 80% of the world’s planned new coal plants, according to a rep ...
Wednesday, 30 June 21
DELTA DUNIA MAKMUR RECORDED AN IMPROVED REVENUE IN Q1 2021; REVENUE INCREASED BY 49% QOQ TO US$160 MILLION ON THE BACK OF COAL PRICE RECOVERY
PT Delta Dunia Makmur Tbk. (“DOID”) released its consolidated financial and operating results that include its primary and wholly-owned ...
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- Holcim Trading Pte Ltd - Singapore
- Siam City Cement PLC, Thailand
- Gujarat Sidhee Cement - India
- Kapuas Tunggal Persada - Indonesia
- Eastern Energy - Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sarangani Energy Corporation, Philippines
- Ministry of Finance - Indonesia
- Coastal Gujarat Power Limited - India
- PNOC Exploration Corporation - Philippines
- Global Green Power PLC Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Energy Development Corp, Philippines
- Heidelberg Cement - Germany
- Alfred C Toepfer International GmbH - Germany
- Aboitiz Power Corporation - Philippines
- Attock Cement Pakistan Limited
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Cement Manufacturers Association - India
- GAC Shipping (India) Pvt Ltd
- Star Paper Mills Limited - India
- Indika Energy - Indonesia
- Agrawal Coal Company - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indo Tambangraya Megah - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Malabar Cements Ltd - India
- Therma Luzon, Inc, Philippines
- Price Waterhouse Coopers - Russia
- Indogreen Group - Indonesia
- Mintek Dendrill Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Chettinad Cement Corporation Ltd - India
- Semirara Mining Corp, Philippines
- Ceylon Electricity Board - Sri Lanka
- Orica Australia Pty. Ltd.
- Power Finance Corporation Ltd., India
- Bayan Resources Tbk. - Indonesia
- Jindal Steel & Power Ltd - India
- Standard Chartered Bank - UAE
- Vizag Seaport Private Limited - India
- Makarim & Taira - Indonesia
- Anglo American - United Kingdom
- IHS Mccloskey Coal Group - USA
- Central Electricity Authority - India
- Leighton Contractors Pty Ltd - Australia
- Intertek Mineral Services - Indonesia
- Mercator Lines Limited - India
- Borneo Indobara - Indonesia
- Economic Council, Georgia
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- Gujarat Electricity Regulatory Commission - India
- The State Trading Corporation of India Ltd
- White Energy Company Limited
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- Sojitz Corporation - Japan
- Kobexindo Tractors - Indoneisa
- Orica Mining Services - Indonesia
- Barasentosa Lestari - Indonesia
- Energy Link Ltd, New Zealand
- Coalindo Energy - Indonesia
- Videocon Industries ltd - India
- Antam Resourcindo - Indonesia
- Petron Corporation, Philippines
- OPG Power Generation Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- Latin American Coal - Colombia
- Aditya Birla Group - India
- Bukit Baiduri Energy - Indonesia
- McConnell Dowell - Australia
- South Luzon Thermal Energy Corporation
- Miang Besar Coal Terminal - Indonesia
- Meralco Power Generation, Philippines
- Kepco SPC Power Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Deloitte Consulting - India
- Bharathi Cement Corporation - India
- Eastern Coal Council - USA
- European Bulk Services B.V. - Netherlands
- Chamber of Mines of South Africa
- Kalimantan Lumbung Energi - Indonesia
- Interocean Group of Companies - India
- Electricity Generating Authority of Thailand
- SMG Consultants - Indonesia
- Formosa Plastics Group - Taiwan
- Dalmia Cement Bharat India
- Madhucon Powers Ltd - India
- Sree Jayajothi Cements Limited - India
- Meenaskhi Energy Private Limited - India
- Jorong Barutama Greston.PT - Indonesia
- TeaM Sual Corporation - Philippines
- Banpu Public Company Limited - Thailand
- Kaltim Prima Coal - Indonesia
- Romanian Commodities Exchange
- Petrochimia International Co. Ltd.- Taiwan
- Merrill Lynch Commodities Europe
- Indian Energy Exchange, India
- Goldman Sachs - Singapore
- AsiaOL BioFuels Corp., Philippines
- Indonesian Coal Mining Association
- Oldendorff Carriers - Singapore
- MS Steel International - UAE
- Essar Steel Hazira Ltd - India
- The Treasury - Australian Government
- Thai Mozambique Logistica
- International Coal Ventures Pvt Ltd - India
- Trasteel International SA, Italy
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Pendopo Energi Batubara - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kartika Selabumi Mining - Indonesia
- GMR Energy Limited - India
- Baramulti Group, Indonesia
- Bhoruka Overseas - Indonesia
- Mjunction Services Limited - India
- Electricity Authority, New Zealand
- TNB Fuel Sdn Bhd - Malaysia
- ICICI Bank Limited - India
- Bukit Makmur.PT - Indonesia
- Ambuja Cements Ltd - India
- CNBM International Corporation - China
- Australian Commodity Traders Exchange
- Larsen & Toubro Limited - India
- Siam City Cement - Thailand
- Indian Oil Corporation Limited
- Directorate General of MIneral and Coal - Indonesia
- Bangladesh Power Developement Board
- Sical Logistics Limited - India
- GVK Power & Infra Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Sindya Power Generating Company Private Ltd
- Maheswari Brothers Coal Limited - India
- Parliament of New Zealand
- Mercuria Energy - Indonesia
- VISA Power Limited - India
- Africa Commodities Group - South Africa
- Bahari Cakrawala Sebuku - Indonesia
- Uttam Galva Steels Limited - India
- Vedanta Resources Plc - India
- Global Coal Blending Company Limited - Australia
- Xindia Steels Limited - India
- Jaiprakash Power Ventures ltd
- Port Waratah Coal Services - Australia
- Manunggal Multi Energi - Indonesia
- Kumho Petrochemical, South Korea
- Georgia Ports Authority, United States
- Sinarmas Energy and Mining - Indonesia
- Kideco Jaya Agung - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- San Jose City I Power Corp, Philippines
- Lanco Infratech Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Krishnapatnam Port Company Ltd. - India
- Ind-Barath Power Infra Limited - India
- Iligan Light & Power Inc, Philippines
- Posco Energy - South Korea
- IEA Clean Coal Centre - UK
- London Commodity Brokers - England
- Parry Sugars Refinery, India
- PTC India Limited - India
- Ministry of Transport, Egypt
- Metalloyd Limited - United Kingdom
- Rashtriya Ispat Nigam Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- Singapore Mercantile Exchange
- Karbindo Abesyapradhi - Indoneisa
- Coal and Oil Company - UAE
- Karaikal Port Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Bulk Trading Sa - Switzerland
- New Zealand Coal & Carbon
- Independent Power Producers Association of India
- Tamil Nadu electricity Board
- Ministry of Mines - Canada
- LBH Netherlands Bv - Netherlands
- The University of Queensland
- Carbofer General Trading SA - India
- Binh Thuan Hamico - Vietnam
- Wood Mackenzie - Singapore
- Rio Tinto Coal - Australia
- Marubeni Corporation - India
- Bhushan Steel Limited - India
- Billiton Holdings Pty Ltd - Australia
- Samtan Co., Ltd - South Korea
- Medco Energi Mining Internasional
- Altura Mining Limited, Indonesia
- CIMB Investment Bank - Malaysia
- Savvy Resources Ltd - HongKong
- Planning Commission, India
- Grasim Industreis Ltd - India
- Timah Investasi Mineral - Indoneisa
- Sakthi Sugars Limited - India
- Minerals Council of Australia
- Straits Asia Resources Limited - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Central Java Power - Indonesia
- Riau Bara Harum - Indonesia
- Wilmar Investment Holdings
- Renaissance Capital - South Africa
- Gujarat Mineral Development Corp Ltd - India
- Thiess Contractors Indonesia
- Globalindo Alam Lestari - Indonesia
- Bhatia International Limited - India
- Commonwealth Bank - Australia
- SMC Global Power, Philippines
- Edison Trading Spa - Italy
- India Bulls Power Limited - India
- Directorate Of Revenue Intelligence - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Australian Coal Association
- PowerSource Philippines DevCo
- ASAPP Information Group - India
- Bukit Asam (Persero) Tbk - Indonesia
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