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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, 26 May 21
NEW POWER AND ENERGY MASTER PLAN MUST BE DESIGNED IN BANGLADESH'S BEST INTERESTS, NOT JAPAN'S - IEEFA
JICA must deliver a low or zero emissions plan as promised, not fund Matarbari 2 coal plant
Clear understandings from the Bangladesh ...
Tuesday, 25 May 21
KOREA SOUTHERN POWER INVITED BIDS FOR 870,000 MT OF MIN 5300 NCV COAL FOR 2021 TO 2023.
COALspot.com: Korea Southern Power Co., Ltd. (KOSPO) has issued an International tender for total 870,000 MT of Min 5,300 kcal/kg NCV coal for Augu ...
Tuesday, 25 May 21
CHINA’S COAL OUTPUT RISES IN FIRST FOUR MONTHS - XINHUA
China’s raw coal output rose 11.1 percent year on year to 1.29 billion tonnes in the first four months of 2021, official data showed.
&nb ...
Tuesday, 25 May 21
MARINE SHIPPERS BULK UP: ANOTHER GAME OF CHICKEN IN THE WORKS? - THE KOREA TIMES
Global shipping companies have been placing orders for large ships, with many anticipating further increased competition within the next three year ...
Friday, 21 May 21
MARKET INSIGHT - INTERMODAL
The dry bulk market’s counter seasonal surge so far into the first half of the year -in a sort of 2010 manner - and Capesize’s recent r ...
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- Semirara Mining Corp, Philippines
- Tata Chemicals Ltd - India
- Makarim & Taira - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Global Green Power PLC Corporation, Philippines
- Indian Energy Exchange, India
- Salva Resources Pvt Ltd - India
- Orica Australia Pty. Ltd.
- Merrill Lynch Commodities Europe
- Sakthi Sugars Limited - India
- The University of Queensland
- Electricity Generating Authority of Thailand
- Gujarat Sidhee Cement - India
- Barasentosa Lestari - Indonesia
- Latin American Coal - Colombia
- Chettinad Cement Corporation Ltd - India
- Power Finance Corporation Ltd., India
- Romanian Commodities Exchange
- Minerals Council of Australia
- Coal and Oil Company - UAE
- Dalmia Cement Bharat India
- Tamil Nadu electricity Board
- Iligan Light & Power Inc, Philippines
- Sojitz Corporation - Japan
- Global Coal Blending Company Limited - Australia
- Directorate Of Revenue Intelligence - India
- Kohat Cement Company Ltd. - Pakistan
- Petron Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Riau Bara Harum - Indonesia
- European Bulk Services B.V. - Netherlands
- AsiaOL BioFuels Corp., Philippines
- IHS Mccloskey Coal Group - USA
- Karbindo Abesyapradhi - Indoneisa
- Antam Resourcindo - Indonesia
- Bukit Baiduri Energy - Indonesia
- Carbofer General Trading SA - India
- Parliament of New Zealand
- Kumho Petrochemical, South Korea
- Ministry of Transport, Egypt
- Ministry of Mines - Canada
- Sinarmas Energy and Mining - Indonesia
- SMG Consultants - Indonesia
- Ministry of Finance - Indonesia
- India Bulls Power Limited - India
- Bharathi Cement Corporation - India
- Indika Energy - Indonesia
- Energy Development Corp, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Malabar Cements Ltd - India
- Manunggal Multi Energi - Indonesia
- Renaissance Capital - South Africa
- Leighton Contractors Pty Ltd - Australia
- Gujarat Mineral Development Corp Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Therma Luzon, Inc, Philippines
- San Jose City I Power Corp, Philippines
- Timah Investasi Mineral - Indoneisa
- Orica Mining Services - Indonesia
- Siam City Cement PLC, Thailand
- Simpson Spence & Young - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Wilmar Investment Holdings
- Kartika Selabumi Mining - Indonesia
- Economic Council, Georgia
- Indo Tambangraya Megah - Indonesia
- Altura Mining Limited, Indonesia
- Ind-Barath Power Infra Limited - India
- Singapore Mercantile Exchange
- Ambuja Cements Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Sree Jayajothi Cements Limited - India
- Neyveli Lignite Corporation Ltd, - India
- New Zealand Coal & Carbon
- Cigading International Bulk Terminal - Indonesia
- Central Electricity Authority - India
- Sical Logistics Limited - India
- Africa Commodities Group - South Africa
- Madhucon Powers Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Attock Cement Pakistan Limited
- Eastern Energy - Thailand
- Edison Trading Spa - Italy
- Central Java Power - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Goldman Sachs - Singapore
- Thiess Contractors Indonesia
- Bangladesh Power Developement Board
- Planning Commission, India
- Karaikal Port Pvt Ltd - India
- Mjunction Services Limited - India
- Jindal Steel & Power Ltd - India
- ICICI Bank Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Posco Energy - South Korea
- Bhatia International Limited - India
- Meralco Power Generation, Philippines
- Australian Commodity Traders Exchange
- TeaM Sual Corporation - Philippines
- Mintek Dendrill Indonesia
- Agrawal Coal Company - India
- VISA Power Limited - India
- Price Waterhouse Coopers - Russia
- SN Aboitiz Power Inc, Philippines
- Globalindo Alam Lestari - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Mercuria Energy - Indonesia
- Banpu Public Company Limited - Thailand
- Oldendorff Carriers - Singapore
- CNBM International Corporation - China
- Eastern Coal Council - USA
- Deloitte Consulting - India
- Binh Thuan Hamico - Vietnam
- Xindia Steels Limited - India
- Baramulti Group, Indonesia
- PowerSource Philippines DevCo
- Coastal Gujarat Power Limited - India
- Star Paper Mills Limited - India
- Borneo Indobara - Indonesia
- Port Waratah Coal Services - Australia
- Trasteel International SA, Italy
- CIMB Investment Bank - Malaysia
- Directorate General of MIneral and Coal - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Heidelberg Cement - Germany
- White Energy Company Limited
- Toyota Tsusho Corporation, Japan
- Miang Besar Coal Terminal - Indonesia
- Thai Mozambique Logistica
- Wood Mackenzie - Singapore
- London Commodity Brokers - England
- Australian Coal Association
- International Coal Ventures Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Krishnapatnam Port Company Ltd. - India
- Lanco Infratech Ltd - India
- Interocean Group of Companies - India
- Bukit Makmur.PT - Indonesia
- The Treasury - Australian Government
- Offshore Bulk Terminal Pte Ltd, Singapore
- Vedanta Resources Plc - India
- Georgia Ports Authority, United States
- Vizag Seaport Private Limited - India
- Grasim Industreis Ltd - India
- Bhushan Steel Limited - India
- GVK Power & Infra Limited - India
- Bayan Resources Tbk. - Indonesia
- Energy Link Ltd, New Zealand
- MS Steel International - UAE
- Chamber of Mines of South Africa
- PTC India Limited - India
- IEA Clean Coal Centre - UK
- Pendopo Energi Batubara - Indonesia
- Indogreen Group - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Metalloyd Limited - United Kingdom
- Samtan Co., Ltd - South Korea
- PNOC Exploration Corporation - Philippines
- Aditya Birla Group - India
- Pipit Mutiara Jaya. PT, Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Kaltim Prima Coal - Indonesia
- Anglo American - United Kingdom
- LBH Netherlands Bv - Netherlands
- Bhoruka Overseas - Indonesia
- Formosa Plastics Group - Taiwan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Savvy Resources Ltd - HongKong
- Meenaskhi Energy Private Limited - India
- Indonesian Coal Mining Association
- Mercator Lines Limited - India
- Uttam Galva Steels Limited - India
- Global Business Power Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Coalindo Energy - Indonesia
- GAC Shipping (India) Pvt Ltd
- Independent Power Producers Association of India
- Marubeni Corporation - India
- Siam City Cement - Thailand
- Sindya Power Generating Company Private Ltd
- SMC Global Power, Philippines
- Straits Asia Resources Limited - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- Commonwealth Bank - Australia
- Kepco SPC Power Corporation, Philippines
- South Luzon Thermal Energy Corporation
- Indian Oil Corporation Limited
- Maharashtra Electricity Regulatory Commission - India
- Bulk Trading Sa - Switzerland
- Medco Energi Mining Internasional
- Kideco Jaya Agung - Indonesia
- Videocon Industries ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- ASAPP Information Group - India
- Essar Steel Hazira Ltd - India
- OPG Power Generation Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Cement Manufacturers Association - India
- Electricity Authority, New Zealand
- Semirara Mining and Power Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- Aboitiz Power Corporation - Philippines
- Sarangani Energy Corporation, Philippines
- Larsen & Toubro Limited - India
- Standard Chartered Bank - UAE
- The State Trading Corporation of India Ltd
- Jaiprakash Power Ventures ltd
- Parry Sugars Refinery, India
- Petrochimia International Co. Ltd.- Taiwan
- McConnell Dowell - Australia
- Kobexindo Tractors - Indoneisa
- Ceylon Electricity Board - Sri Lanka
- GMR Energy Limited - India
- Rio Tinto Coal - Australia
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