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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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Friday, 01 December 23
COAL MINERS GROUP EXPECTS INDONESIA’S 2023 COAL OUTPUT TO SURPASS TARGET - REUTERS
The Indonesian Coal Mining Association (ICMA) expects the country’s 2023 coal output to surpass the official target of 695 million metric ton ...
Friday, 24 November 23
COAL IMPORTS TO INDIA IN OCTOBER 2023 REACHED HIGHEST LEVELS IN NEARLY A YEAR AND A HALF - VESSELSVALUE, VESON NAUTICAL
In October, coal imports to India reached 13.8 mt in October 2023, according to Oceanbolt, a Veson Nautical solution, the highest level since May 2 ...
Friday, 24 November 23
COAL SHIPMENTS TO ADVANCED ECONOMIES DOWN 17% SO FAR IN 2023 - BIMCO
In the first ten months of 2023, coal shipments to advanced economies fell by 17% y/y, as demand for electricity declined and the share of electric ...
Friday, 24 November 23
INTELLIGENT COAL MINES CONTRIBUTE TO IMPROVING SAFETY STANDARDS - CHINA DAILY
Mechanization, automation and intelligent upgrades have contributed to improved safety in coal mines, though the level of development of intelligen ...
Friday, 24 November 23
WHY AUSTRALIA'S COAL MINES ARE GETTING BIGGER - IEEFA
Australia’s largest coal mines are getting larger. Mines in New South Wales (NSW) are ramping up production following the state’s recov ...
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- Directorate General of MIneral and Coal - Indonesia
- Bhushan Steel Limited - India
- Latin American Coal - Colombia
- Global Business Power Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Electricity Authority, New Zealand
- Indika Energy - Indonesia
- Power Finance Corporation Ltd., India
- Larsen & Toubro Limited - India
- Grasim Industreis Ltd - India
- Energy Development Corp, Philippines
- Timah Investasi Mineral - Indoneisa
- Port Waratah Coal Services - Australia
- Kobexindo Tractors - Indoneisa
- Pendopo Energi Batubara - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Ceylon Electricity Board - Sri Lanka
- Planning Commission, India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- SMG Consultants - Indonesia
- Jaiprakash Power Ventures ltd
- Leighton Contractors Pty Ltd - Australia
- Australian Commodity Traders Exchange
- TeaM Sual Corporation - Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Jorong Barutama Greston.PT - Indonesia
- Bukit Makmur.PT - Indonesia
- Eastern Coal Council - USA
- Coal and Oil Company - UAE
- Romanian Commodities Exchange
- Orica Australia Pty. Ltd.
- Vedanta Resources Plc - India
- ICICI Bank Limited - India
- International Coal Ventures Pvt Ltd - India
- Central Java Power - Indonesia
- Jindal Steel & Power Ltd - India
- Petron Corporation, Philippines
- Georgia Ports Authority, United States
- Bahari Cakrawala Sebuku - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indogreen Group - Indonesia
- Sojitz Corporation - Japan
- Antam Resourcindo - Indonesia
- CIMB Investment Bank - Malaysia
- Aditya Birla Group - India
- Altura Mining Limited, Indonesia
- Sical Logistics Limited - India
- Ministry of Transport, Egypt
- Vijayanagar Sugar Pvt Ltd - India
- Wood Mackenzie - Singapore
- Price Waterhouse Coopers - Russia
- Barasentosa Lestari - Indonesia
- CNBM International Corporation - China
- Uttam Galva Steels Limited - India
- Asmin Koalindo Tuhup - Indonesia
- McConnell Dowell - Australia
- Samtan Co., Ltd - South Korea
- SMC Global Power, Philippines
- Mercuria Energy - Indonesia
- Kaltim Prima Coal - Indonesia
- IHS Mccloskey Coal Group - USA
- MS Steel International - UAE
- Economic Council, Georgia
- Interocean Group of Companies - India
- Formosa Plastics Group - Taiwan
- Meenaskhi Energy Private Limited - India
- Kumho Petrochemical, South Korea
- GMR Energy Limited - India
- Bukit Baiduri Energy - Indonesia
- Ambuja Cements Ltd - India
- Riau Bara Harum - Indonesia
- Ind-Barath Power Infra Limited - India
- Posco Energy - South Korea
- PNOC Exploration Corporation - Philippines
- Sarangani Energy Corporation, Philippines
- Coalindo Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Oldendorff Carriers - Singapore
- White Energy Company Limited
- Iligan Light & Power Inc, Philippines
- Singapore Mercantile Exchange
- Siam City Cement PLC, Thailand
- Rio Tinto Coal - Australia
- Orica Mining Services - Indonesia
- Krishnapatnam Port Company Ltd. - India
- SN Aboitiz Power Inc, Philippines
- Commonwealth Bank - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Rashtriya Ispat Nigam Limited - India
- Gujarat Sidhee Cement - India
- Borneo Indobara - Indonesia
- Carbofer General Trading SA - India
- Bhatia International Limited - India
- Renaissance Capital - South Africa
- Metalloyd Limited - United Kingdom
- Therma Luzon, Inc, Philippines
- Salva Resources Pvt Ltd - India
- Thiess Contractors Indonesia
- Wilmar Investment Holdings
- Semirara Mining Corp, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Kapuas Tunggal Persada - Indonesia
- Global Green Power PLC Corporation, Philippines
- VISA Power Limited - India
- Bharathi Cement Corporation - India
- Africa Commodities Group - South Africa
- San Jose City I Power Corp, Philippines
- Tamil Nadu electricity Board
- Cigading International Bulk Terminal - Indonesia
- Malabar Cements Ltd - India
- Meralco Power Generation, Philippines
- London Commodity Brokers - England
- Banpu Public Company Limited - Thailand
- Bayan Resources Tbk. - Indonesia
- Ministry of Mines - Canada
- Vizag Seaport Private Limited - India
- Coastal Gujarat Power Limited - India
- Savvy Resources Ltd - HongKong
- IEA Clean Coal Centre - UK
- Aboitiz Power Corporation - Philippines
- Sakthi Sugars Limited - India
- GVK Power & Infra Limited - India
- Indo Tambangraya Megah - Indonesia
- Electricity Generating Authority of Thailand
- Maheswari Brothers Coal Limited - India
- Sindya Power Generating Company Private Ltd
- New Zealand Coal & Carbon
- The University of Queensland
- Directorate Of Revenue Intelligence - India
- The Treasury - Australian Government
- Cement Manufacturers Association - India
- Toyota Tsusho Corporation, Japan
- European Bulk Services B.V. - Netherlands
- Semirara Mining and Power Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Alfred C Toepfer International GmbH - Germany
- Miang Besar Coal Terminal - Indonesia
- LBH Netherlands Bv - Netherlands
- OPG Power Generation Pvt Ltd - India
- Dalmia Cement Bharat India
- Standard Chartered Bank - UAE
- Eastern Energy - Thailand
- Bhoruka Overseas - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Makarim & Taira - Indonesia
- Bulk Trading Sa - Switzerland
- Kideco Jaya Agung - Indonesia
- Manunggal Multi Energi - Indonesia
- Merrill Lynch Commodities Europe
- Karaikal Port Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Indian Oil Corporation Limited
- Medco Energi Mining Internasional
- AsiaOL BioFuels Corp., Philippines
- Chamber of Mines of South Africa
- Kepco SPC Power Corporation, Philippines
- Star Paper Mills Limited - India
- Deloitte Consulting - India
- Gujarat Electricity Regulatory Commission - India
- Xindia Steels Limited - India
- Energy Link Ltd, New Zealand
- Pipit Mutiara Jaya. PT, Indonesia
- Simpson Spence & Young - Indonesia
- Madhucon Powers Ltd - India
- The State Trading Corporation of India Ltd
- ASAPP Information Group - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Independent Power Producers Association of India
- Attock Cement Pakistan Limited
- Mintek Dendrill Indonesia
- Heidelberg Cement - Germany
- Goldman Sachs - Singapore
- Siam City Cement - Thailand
- Minerals Council of Australia
- Kartika Selabumi Mining - Indonesia
- Sinarmas Energy and Mining - Indonesia
- South Luzon Thermal Energy Corporation
- Chettinad Cement Corporation Ltd - India
- Essar Steel Hazira Ltd - India
- Sree Jayajothi Cements Limited - India
- Holcim Trading Pte Ltd - Singapore
- Parry Sugars Refinery, India
- Bangladesh Power Developement Board
- Indonesian Coal Mining Association
- Lanco Infratech Ltd - India
- Globalindo Alam Lestari - Indonesia
- Mercator Lines Limited - India
- Tata Chemicals Ltd - India
- Indian Energy Exchange, India
- TNB Fuel Sdn Bhd - Malaysia
- Edison Trading Spa - Italy
- India Bulls Power Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Parliament of New Zealand
- Thai Mozambique Logistica
- Gujarat Mineral Development Corp Ltd - India
- Australian Coal Association
- Mjunction Services Limited - India
- Anglo American - United Kingdom
- Trasteel International SA, Italy
- Binh Thuan Hamico - Vietnam
- Kalimantan Lumbung Energi - Indonesia
- Global Coal Blending Company Limited - Australia
- PowerSource Philippines DevCo
- Central Electricity Authority - India
- Baramulti Group, Indonesia
- Marubeni Corporation - India
- Agrawal Coal Company - India
- Bukit Asam (Persero) Tbk - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Ministry of Finance - Indonesia
- Videocon Industries ltd - India
- Intertek Mineral Services - Indonesia
- PTC India Limited - India
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