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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, 25 November 20
DRY BULK SHIPPING: CHINA REMAINS THE DRIVING FACTOR, BUT COAL POLICY IS DISRUPTING THE MARKET - PETER SAND, BIMCO
The second half of the year has provided some cheer for the dry bulk market, with all ships in the spot market averaging earnings above the break-e ...
Wednesday, 25 November 20
CHINA KICKS AN OWN GOAL WITH AUSTRALIAN COAL - FORBES
China’s annoyance at Australia’s hardline stance on political interference and demands for an independent inquiry into the root cause o ...
Wednesday, 25 November 20
MINISTER - INDONESIA JAN-OCT COAL OUTPUT AT 459 MILLION TONNES - REUTERS
Indonesia coal output in the January to October period was 459 million tonnes, the country’s energy minister told parliament on Monday.
& ...
Wednesday, 25 November 20
INDIA: MORE STEPS NEEDED TO MAKE COMMERCIAL COAL MINING ATTRACTIVE TO GLOBAL PLAYERS - LIVEMINT
India concluded its first commercial coal mine auctions earlier this month. A total of 19 coal mines spread across Madhya Pradesh, Jharkhand, Odish ...
Wednesday, 25 November 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.38 PCT - XINHUA
China Taiyuan coal transaction price index stood at 129.21 points Monday, up 0.38 percent week on week.
The index, released by China ...
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- Madhucon Powers Ltd - India
- Banpu Public Company Limited - Thailand
- Uttam Galva Steels Limited - India
- Barasentosa Lestari - Indonesia
- IHS Mccloskey Coal Group - USA
- Marubeni Corporation - India
- Meenaskhi Energy Private Limited - India
- Bangladesh Power Developement Board
- Mjunction Services Limited - India
- Thiess Contractors Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bhoruka Overseas - Indonesia
- Energy Development Corp, Philippines
- Salva Resources Pvt Ltd - India
- Ministry of Finance - Indonesia
- Jindal Steel & Power Ltd - India
- International Coal Ventures Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- TeaM Sual Corporation - Philippines
- Xindia Steels Limited - India
- Bayan Resources Tbk. - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Savvy Resources Ltd - HongKong
- Dalmia Cement Bharat India
- Mintek Dendrill Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sarangani Energy Corporation, Philippines
- Energy Link Ltd, New Zealand
- Vizag Seaport Private Limited - India
- Manunggal Multi Energi - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Kepco SPC Power Corporation, Philippines
- Ministry of Mines - Canada
- Indika Energy - Indonesia
- Globalindo Alam Lestari - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- Siam City Cement PLC, Thailand
- New Zealand Coal & Carbon
- Kobexindo Tractors - Indoneisa
- Star Paper Mills Limited - India
- Semirara Mining Corp, Philippines
- Coal and Oil Company - UAE
- Global Green Power PLC Corporation, Philippines
- Oldendorff Carriers - Singapore
- Ceylon Electricity Board - Sri Lanka
- Kaltim Prima Coal - Indonesia
- Electricity Generating Authority of Thailand
- Mercator Lines Limited - India
- Altura Mining Limited, Indonesia
- Sindya Power Generating Company Private Ltd
- Sakthi Sugars Limited - India
- Central Java Power - Indonesia
- Karaikal Port Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- London Commodity Brokers - England
- VISA Power Limited - India
- Posco Energy - South Korea
- Simpson Spence & Young - Indonesia
- Eastern Energy - Thailand
- Intertek Mineral Services - Indonesia
- IEA Clean Coal Centre - UK
- The University of Queensland
- Ministry of Transport, Egypt
- Semirara Mining and Power Corporation, Philippines
- Carbofer General Trading SA - India
- Petrochimia International Co. Ltd.- Taiwan
- Georgia Ports Authority, United States
- Agrawal Coal Company - India
- Samtan Co., Ltd - South Korea
- Bukit Asam (Persero) Tbk - Indonesia
- Sojitz Corporation - Japan
- Krishnapatnam Port Company Ltd. - India
- Minerals Council of Australia
- CNBM International Corporation - China
- Indo Tambangraya Megah - Indonesia
- Riau Bara Harum - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- SMC Global Power, Philippines
- Bukit Baiduri Energy - Indonesia
- Videocon Industries ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bhushan Steel Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Economic Council, Georgia
- Medco Energi Mining Internasional
- Indogreen Group - Indonesia
- SMG Consultants - Indonesia
- OPG Power Generation Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- Attock Cement Pakistan Limited
- AsiaOL BioFuels Corp., Philippines
- GVK Power & Infra Limited - India
- Standard Chartered Bank - UAE
- Sree Jayajothi Cements Limited - India
- Indian Oil Corporation Limited
- Billiton Holdings Pty Ltd - Australia
- McConnell Dowell - Australia
- TNB Fuel Sdn Bhd - Malaysia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Aditya Birla Group - India
- Eastern Coal Council - USA
- The State Trading Corporation of India Ltd
- Neyveli Lignite Corporation Ltd, - India
- Iligan Light & Power Inc, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Interocean Group of Companies - India
- Kalimantan Lumbung Energi - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Indonesian Coal Mining Association
- Power Finance Corporation Ltd., India
- Price Waterhouse Coopers - Russia
- Anglo American - United Kingdom
- Kideco Jaya Agung - Indonesia
- Straits Asia Resources Limited - Singapore
- Kumho Petrochemical, South Korea
- Africa Commodities Group - South Africa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Lanco Infratech Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Vijayanagar Sugar Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Tamil Nadu electricity Board
- Parliament of New Zealand
- Petron Corporation, Philippines
- Orica Australia Pty. Ltd.
- Therma Luzon, Inc, Philippines
- Coalindo Energy - Indonesia
- Directorate Of Revenue Intelligence - India
- ASAPP Information Group - India
- Bharathi Cement Corporation - India
- Rashtriya Ispat Nigam Limited - India
- Essar Steel Hazira Ltd - India
- Sical Logistics Limited - India
- Siam City Cement - Thailand
- Rio Tinto Coal - Australia
- White Energy Company Limited
- Kohat Cement Company Ltd. - Pakistan
- Singapore Mercantile Exchange
- MS Steel International - UAE
- Bukit Makmur.PT - Indonesia
- CIMB Investment Bank - Malaysia
- Goldman Sachs - Singapore
- Merrill Lynch Commodities Europe
- Bahari Cakrawala Sebuku - Indonesia
- Chamber of Mines of South Africa
- Metalloyd Limited - United Kingdom
- Independent Power Producers Association of India
- Aboitiz Power Corporation - Philippines
- Leighton Contractors Pty Ltd - Australia
- Central Electricity Authority - India
- Jaiprakash Power Ventures ltd
- Thai Mozambique Logistica
- Kartika Selabumi Mining - Indonesia
- Renaissance Capital - South Africa
- Planning Commission, India
- Indian Energy Exchange, India
- Orica Mining Services - Indonesia
- Electricity Authority, New Zealand
- ICICI Bank Limited - India
- Malabar Cements Ltd - India
- India Bulls Power Limited - India
- Latin American Coal - Colombia
- South Luzon Thermal Energy Corporation
- Pendopo Energi Batubara - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Miang Besar Coal Terminal - Indonesia
- PowerSource Philippines DevCo
- Global Coal Blending Company Limited - Australia
- Australian Commodity Traders Exchange
- Coastal Gujarat Power Limited - India
- European Bulk Services B.V. - Netherlands
- Commonwealth Bank - Australia
- Wilmar Investment Holdings
- Global Business Power Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Larsen & Toubro Limited - India
- Grasim Industreis Ltd - India
- Heidelberg Cement - Germany
- Binh Thuan Hamico - Vietnam
- Chettinad Cement Corporation Ltd - India
- Parry Sugars Refinery, India
- Cigading International Bulk Terminal - Indonesia
- Borneo Indobara - Indonesia
- Maheswari Brothers Coal Limited - India
- Tata Chemicals Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Directorate General of MIneral and Coal - Indonesia
- Makarim & Taira - Indonesia
- GMR Energy Limited - India
- Deloitte Consulting - India
- Mercuria Energy - Indonesia
- Toyota Tsusho Corporation, Japan
- Baramulti Group, Indonesia
- Port Waratah Coal Services - Australia
- Vedanta Resources Plc - India
- Bulk Trading Sa - Switzerland
- Romanian Commodities Exchange
- Wood Mackenzie - Singapore
- Australian Coal Association
- Sinarmas Energy and Mining - Indonesia
- Antam Resourcindo - Indonesia
- Meralco Power Generation, Philippines
- Timah Investasi Mineral - Indoneisa
- PTC India Limited - India
- Gujarat Sidhee Cement - India
- Trasteel International SA, Italy
- PNOC Exploration Corporation - Philippines
- Ambuja Cements Ltd - India
- Ind-Barath Power Infra Limited - India
- GAC Shipping (India) Pvt Ltd
- The Treasury - Australian Government
- Edison Trading Spa - Italy
- Bhatia International Limited - India
- Cement Manufacturers Association - India
- Gujarat Electricity Regulatory Commission - India
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