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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, 21 October 20
INDIA: THE COMMERCIALISATION OF COAL BLOCKS WILL BENEFIT THE ECONOMY - HINDU BUSINESS LINE
As the government of India receives 76 bids for 23 coal mines against the 38 up on auction, what does this commercialisation of coal block allocati ...
Wednesday, 21 October 20
MARKET INSIGHT - INTERMODAL
The second wave of COVID-19 is now a reality; offices are closing again, and stricter rules and regulations are being implemented in public spaces. ...
Tuesday, 20 October 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.82 PCT - XINHUA
China Taiyuan coal transaction price index stood at 127.49 points Monday, up 0.82 percent week on week.
The index, released by China ...
Tuesday, 20 October 20
BIMCO 'SHIPLEASE' TERM SHEET - WATSON FARLEY & WILLIAMS
KNOWLEDGE TO ELEVATE
The ever-growing importance of sale and leaseback transactions as an alternative to financing ships by way of loan, makes ...
Friday, 16 October 20
KOMIPO ON BEHALF OF K GENCO'S INVITED BIDS FOR TOTAL 715,000 MT MIN. 5,700 NAR COAL FOR DECEMBER
COALspot.com: Korea Midland Power Co., Ltd (KOMIPO) on behalf of EWP, KOSPO, KOSEP and KOWEPO has issued an international tender for total 715,000& ...
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- Central Java Power - Indonesia
- VISA Power Limited - India
- Tata Chemicals Ltd - India
- Gujarat Sidhee Cement - India
- Bulk Trading Sa - Switzerland
- Ind-Barath Power Infra Limited - India
- Makarim & Taira - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- PowerSource Philippines DevCo
- Power Finance Corporation Ltd., India
- Electricity Generating Authority of Thailand
- Independent Power Producers Association of India
- Pendopo Energi Batubara - Indonesia
- Bhoruka Overseas - Indonesia
- Star Paper Mills Limited - India
- Bhatia International Limited - India
- Anglo American - United Kingdom
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- ASAPP Information Group - India
- PetroVietnam Power Coal Import and Supply Company
- Australian Coal Association
- Bank of Tokyo Mitsubishi UFJ Ltd
- MS Steel International - UAE
- Maheswari Brothers Coal Limited - India
- Interocean Group of Companies - India
- Dalmia Cement Bharat India
- Altura Mining Limited, Indonesia
- Bhushan Steel Limited - India
- Baramulti Group, Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- GVK Power & Infra Limited - India
- Lanco Infratech Ltd - India
- Xindia Steels Limited - India
- Heidelberg Cement - Germany
- Planning Commission, India
- Siam City Cement - Thailand
- Indonesian Coal Mining Association
- Essar Steel Hazira Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Petron Corporation, Philippines
- Orica Australia Pty. Ltd.
- Posco Energy - South Korea
- Metalloyd Limited - United Kingdom
- Directorate General of MIneral and Coal - Indonesia
- Agrawal Coal Company - India
- Leighton Contractors Pty Ltd - Australia
- Georgia Ports Authority, United States
- Kapuas Tunggal Persada - Indonesia
- Sojitz Corporation - Japan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Semirara Mining Corp, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Manunggal Multi Energi - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Rashtriya Ispat Nigam Limited - India
- Minerals Council of Australia
- SN Aboitiz Power Inc, Philippines
- Iligan Light & Power Inc, Philippines
- Ministry of Transport, Egypt
- Antam Resourcindo - Indonesia
- Mjunction Services Limited - India
- Directorate Of Revenue Intelligence - India
- Bukit Makmur.PT - Indonesia
- San Jose City I Power Corp, Philippines
- Romanian Commodities Exchange
- TeaM Sual Corporation - Philippines
- The University of Queensland
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- European Bulk Services B.V. - Netherlands
- Krishnapatnam Port Company Ltd. - India
- Madhucon Powers Ltd - India
- Barasentosa Lestari - Indonesia
- SMG Consultants - Indonesia
- Siam City Cement PLC, Thailand
- Uttam Galva Steels Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Eastern Energy - Thailand
- Africa Commodities Group - South Africa
- Eastern Coal Council - USA
- Coal and Oil Company - UAE
- Sical Logistics Limited - India
- Deloitte Consulting - India
- Alfred C Toepfer International GmbH - Germany
- Borneo Indobara - Indonesia
- Mintek Dendrill Indonesia
- Aboitiz Power Corporation - Philippines
- Kepco SPC Power Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Bahari Cakrawala Sebuku - Indonesia
- Central Electricity Authority - India
- Price Waterhouse Coopers - Russia
- Kideco Jaya Agung - Indonesia
- International Coal Ventures Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Indian Oil Corporation Limited
- Thai Mozambique Logistica
- Bukit Baiduri Energy - Indonesia
- Sindya Power Generating Company Private Ltd
- IHS Mccloskey Coal Group - USA
- Simpson Spence & Young - Indonesia
- Commonwealth Bank - Australia
- Attock Cement Pakistan Limited
- Salva Resources Pvt Ltd - India
- PTC India Limited - India
- Karaikal Port Pvt Ltd - India
- Sakthi Sugars Limited - India
- Port Waratah Coal Services - Australia
- Petrochimia International Co. Ltd.- Taiwan
- Chamber of Mines of South Africa
- Parliament of New Zealand
- Latin American Coal - Colombia
- Chettinad Cement Corporation Ltd - India
- CIMB Investment Bank - Malaysia
- Vedanta Resources Plc - India
- Marubeni Corporation - India
- Ministry of Finance - Indonesia
- Straits Asia Resources Limited - Singapore
- Indogreen Group - Indonesia
- Kartika Selabumi Mining - Indonesia
- Wood Mackenzie - Singapore
- IEA Clean Coal Centre - UK
- Australian Commodity Traders Exchange
- Pipit Mutiara Jaya. PT, Indonesia
- India Bulls Power Limited - India
- Meralco Power Generation, Philippines
- Merrill Lynch Commodities Europe
- Energy Development Corp, Philippines
- The Treasury - Australian Government
- White Energy Company Limited
- Orica Mining Services - Indonesia
- Global Green Power PLC Corporation, Philippines
- Indian Energy Exchange, India
- Bangladesh Power Developement Board
- Sinarmas Energy and Mining - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Jindal Steel & Power Ltd - India
- CNBM International Corporation - China
- New Zealand Coal & Carbon
- Carbofer General Trading SA - India
- Asmin Koalindo Tuhup - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- GMR Energy Limited - India
- Mercuria Energy - Indonesia
- Kumho Petrochemical, South Korea
- Jorong Barutama Greston.PT - Indonesia
- London Commodity Brokers - England
- South Luzon Thermal Energy Corporation
- Global Business Power Corporation, Philippines
- SMC Global Power, Philippines
- Wilmar Investment Holdings
- TNB Fuel Sdn Bhd - Malaysia
- Ministry of Mines - Canada
- Edison Trading Spa - Italy
- Bayan Resources Tbk. - Indonesia
- Therma Luzon, Inc, Philippines
- Videocon Industries ltd - India
- Jaiprakash Power Ventures ltd
- PNOC Exploration Corporation - Philippines
- Binh Thuan Hamico - Vietnam
- Toyota Tsusho Corporation, Japan
- Ambuja Cements Ltd - India
- Intertek Mineral Services - Indonesia
- Bharathi Cement Corporation - India
- Maharashtra Electricity Regulatory Commission - India
- AsiaOL BioFuels Corp., Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indo Tambangraya Megah - Indonesia
- Trasteel International SA, Italy
- Malabar Cements Ltd - India
- Parry Sugars Refinery, India
- Kaltim Prima Coal - Indonesia
- Global Coal Blending Company Limited - Australia
- Vizag Seaport Private Limited - India
- Coalindo Energy - Indonesia
- Energy Link Ltd, New Zealand
- Kobexindo Tractors - Indoneisa
- OPG Power Generation Pvt Ltd - India
- McConnell Dowell - Australia
- Goldman Sachs - Singapore
- Globalindo Alam Lestari - Indonesia
- Singapore Mercantile Exchange
- Cigading International Bulk Terminal - Indonesia
- Cement Manufacturers Association - India
- GAC Shipping (India) Pvt Ltd
- Meenaskhi Energy Private Limited - India
- Sree Jayajothi Cements Limited - India
- Grasim Industreis Ltd - India
- Aditya Birla Group - India
- Indika Energy - Indonesia
- Mercator Lines Limited - India
- Holcim Trading Pte Ltd - Singapore
- Timah Investasi Mineral - Indoneisa
- Standard Chartered Bank - UAE
- Semirara Mining and Power Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Coastal Gujarat Power Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Tamil Nadu electricity Board
- Larsen & Toubro Limited - India
- Medco Energi Mining Internasional
- Rio Tinto Coal - Australia
- Economic Council, Georgia
- Thiess Contractors Indonesia
- Samtan Co., Ltd - South Korea
- ICICI Bank Limited - India
- The State Trading Corporation of India Ltd
- Savvy Resources Ltd - HongKong
- Renaissance Capital - South Africa
- Riau Bara Harum - Indonesia
- Oldendorff Carriers - Singapore
- Formosa Plastics Group - Taiwan
- Electricity Authority, New Zealand
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