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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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Monday, 02 November 20
PHILIPPINES GOVERNMENT SAYS NO TO NEW COAL PLANT PROPOSALS - IEEFA | 24 PILIPINAS
The Duterte administration will no longer accept proposals to construct new coal power plants, a dramatic shift in energy policy that counts on dec ...
Sunday, 01 November 20
GRADUAL RECOVERY FOR INDONESIAN COAL FROM 4Q20; RISKS REMAIN - FITCH RATINGS
Fitch Ratings expects the credit metrics of Indonesian coal miners and coal contractors to improve from 4Q20 with the recovery in volumes and price ...
Wednesday, 28 October 20
BIODIESEL - NEW FUELS, NEW CHALLENGES - GARD | DNV GL
KNOWLEDGE TO ELEVATE
One of numerous possible ways to comply with the IMO’s strategy on the reduction of greenhouse gas (GHG) emissions ...
Wednesday, 28 October 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.35 PCT - XINHUA
China Taiyuan coal transaction price index stood at 127.94 points Monday, up 0.35 percent week on week.
The index, released by China ...
Wednesday, 28 October 20
MARKET INSIGHT - INTERMODAL
The global strive towards eco-friendliness and environmental sustainability in the shipping industry is mounting. There are currently almost 200 co ...
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- Bukit Makmur.PT - Indonesia
- Riau Bara Harum - Indonesia
- TeaM Sual Corporation - Philippines
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- India Bulls Power Limited - India
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- Semirara Mining Corp, Philippines
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- GAC Shipping (India) Pvt Ltd
- Banpu Public Company Limited - Thailand
- Deloitte Consulting - India
- GN Power Mariveles Coal Plant, Philippines
- Toyota Tsusho Corporation, Japan
- GMR Energy Limited - India
- SMG Consultants - Indonesia
- Medco Energi Mining Internasional
- IEA Clean Coal Centre - UK
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- Grasim Industreis Ltd - India
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- Electricity Authority, New Zealand
- Savvy Resources Ltd - HongKong
- Sojitz Corporation - Japan
- Tata Chemicals Ltd - India
- Therma Luzon, Inc, Philippines
- Bhoruka Overseas - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- Ministry of Mines - Canada
- Kideco Jaya Agung - Indonesia
- Mercator Lines Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Global Green Power PLC Corporation, Philippines
- Sakthi Sugars Limited - India
- Alfred C Toepfer International GmbH - Germany
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Orica Mining Services - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Salva Resources Pvt Ltd - India
- Trasteel International SA, Italy
- Siam City Cement - Thailand
- Vizag Seaport Private Limited - India
- Sree Jayajothi Cements Limited - India
- Bharathi Cement Corporation - India
- Maharashtra Electricity Regulatory Commission - India
- Miang Besar Coal Terminal - Indonesia
- Kaltim Prima Coal - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Minerals Council of Australia
- Petrochimia International Co. Ltd.- Taiwan
- LBH Netherlands Bv - Netherlands
- Oldendorff Carriers - Singapore
- Madhucon Powers Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- San Jose City I Power Corp, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sarangani Energy Corporation, Philippines
- Kepco SPC Power Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Aditya Birla Group - India
- Commonwealth Bank - Australia
- Vijayanagar Sugar Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Anglo American - United Kingdom
- Romanian Commodities Exchange
- Kartika Selabumi Mining - Indonesia
- Binh Thuan Hamico - Vietnam
- OPG Power Generation Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- Neyveli Lignite Corporation Ltd, - India
- CNBM International Corporation - China
- The State Trading Corporation of India Ltd
- Coal and Oil Company - UAE
- Wilmar Investment Holdings
- Edison Trading Spa - Italy
- Manunggal Multi Energi - Indonesia
- Indika Energy - Indonesia
- Baramulti Group, Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Independent Power Producers Association of India
- Ind-Barath Power Infra Limited - India
- Globalindo Alam Lestari - Indonesia
- Vedanta Resources Plc - India
- Rio Tinto Coal - Australia
- Economic Council, Georgia
- Altura Mining Limited, Indonesia
- Georgia Ports Authority, United States
- Sical Logistics Limited - India
- Goldman Sachs - Singapore
- Power Finance Corporation Ltd., India
- Bahari Cakrawala Sebuku - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Standard Chartered Bank - UAE
- Ministry of Transport, Egypt
- European Bulk Services B.V. - Netherlands
- Uttam Galva Steels Limited - India
- Xindia Steels Limited - India
- Bukit Baiduri Energy - Indonesia
- New Zealand Coal & Carbon
- Simpson Spence & Young - Indonesia
- Heidelberg Cement - Germany
- PowerSource Philippines DevCo
- Cement Manufacturers Association - India
- Pendopo Energi Batubara - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Jorong Barutama Greston.PT - Indonesia
- Coastal Gujarat Power Limited - India
- Dalmia Cement Bharat India
- Kapuas Tunggal Persada - Indonesia
- Gujarat Sidhee Cement - India
- SN Aboitiz Power Inc, Philippines
- Directorate Of Revenue Intelligence - India
- Renaissance Capital - South Africa
- Carbofer General Trading SA - India
- Indonesian Coal Mining Association
- Port Waratah Coal Services - Australia
- Petron Corporation, Philippines
- White Energy Company Limited
- Indian Oil Corporation Limited
- ASAPP Information Group - India
- Lanco Infratech Ltd - India
- Posco Energy - South Korea
- Aboitiz Power Corporation - Philippines
- Larsen & Toubro Limited - India
- Parry Sugars Refinery, India
- Sinarmas Energy and Mining - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Ministry of Finance - Indonesia
- Chettinad Cement Corporation Ltd - India
- Merrill Lynch Commodities Europe
- Metalloyd Limited - United Kingdom
- Formosa Plastics Group - Taiwan
- SMC Global Power, Philippines
- Billiton Holdings Pty Ltd - Australia
- Mercuria Energy - Indonesia
- Videocon Industries ltd - India
- PTC India Limited - India
- Chamber of Mines of South Africa
- Offshore Bulk Terminal Pte Ltd, Singapore
- CIMB Investment Bank - Malaysia
- Indo Tambangraya Megah - Indonesia
- Intertek Mineral Services - Indonesia
- Maheswari Brothers Coal Limited - India
- Jaiprakash Power Ventures ltd
- Straits Asia Resources Limited - Singapore
- Kohat Cement Company Ltd. - Pakistan
- Essar Steel Hazira Ltd - India
- Agrawal Coal Company - India
- Coalindo Energy - Indonesia
- Interocean Group of Companies - India
- London Commodity Brokers - England
- Indogreen Group - Indonesia
- Iligan Light & Power Inc, Philippines
- Meenaskhi Energy Private Limited - India
- Kumho Petrochemical, South Korea
- Pipit Mutiara Jaya. PT, Indonesia
- PNOC Exploration Corporation - Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Jindal Steel & Power Ltd - India
- Thiess Contractors Indonesia
- Energy Link Ltd, New Zealand
- Ambuja Cements Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Thai Mozambique Logistica
- Krishnapatnam Port Company Ltd. - India
- GVK Power & Infra Limited - India
- Star Paper Mills Limited - India
- Global Business Power Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Energy Development Corp, Philippines
- Global Coal Blending Company Limited - Australia
- Malabar Cements Ltd - India
- Bangladesh Power Developement Board
- Eastern Energy - Thailand
- Tamil Nadu electricity Board
- Bank of Tokyo Mitsubishi UFJ Ltd
- Parliament of New Zealand
- McConnell Dowell - Australia
- Karaikal Port Pvt Ltd - India
- Marubeni Corporation - India
- International Coal Ventures Pvt Ltd - India
- Singapore Mercantile Exchange
- Asmin Koalindo Tuhup - Indonesia
- Orica Australia Pty. Ltd.
- Wood Mackenzie - Singapore
- Indian Energy Exchange, India
- The University of Queensland
- Kalimantan Lumbung Energi - Indonesia
- Samtan Co., Ltd - South Korea
- Australian Coal Association
- Electricity Generating Authority of Thailand
- Planning Commission, India
- MS Steel International - UAE
- Africa Commodities Group - South Africa
- Central Electricity Authority - India
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- Ceylon Electricity Board - Sri Lanka
- Antam Resourcindo - Indonesia
- Eastern Coal Council - USA
- Attock Cement Pakistan Limited
- Mintek Dendrill Indonesia
- Bhatia International Limited - India
- Latin American Coal - Colombia
- Makarim & Taira - Indonesia
- Siam City Cement PLC, Thailand
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