We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Wednesday, 14 October 20
CHINA COKING COAL FUTURES RALLY ON REPORTED BAN ON AUSTRALIA CARGOES - REUTERS
Dalian coking coal futures rallied for a sixth straight session on Tuesday after reports surfaced that China had stopped buying coal from Australia ...
Wednesday, 14 October 20
MARKET INSIGHT - INTERMODAL
The tanker market has experienced severe freight rate and asset value declines over the past 5 months. A potential market upturn may arise in the c ...
Friday, 09 October 20
INDIA'S COAL IMPORTS IMPROVE SOMEWHAT, BUT RECOVERY IS UNEVEN - REUTERS
India’s coal imports, depressed by the impact of coronavirus this year, regained ground in September, but in an uneven uptick – shipmen ...
Thursday, 08 October 20
CHINA'S COAL IMPORTS FROM INDONESIA DECLINED 16.4% Y-O-Y, TO 80.2 MLN TONNES IN THE FIRST 9 MONTHS OF 2020 - BANCHERO COSTA
China's coal imports boomed in 2019, surprising many who had expected the government would clamp down strictly on shipments.
...
Thursday, 08 October 20
GLIMMER OF LIGHT FOR COAL, BUT SHORT TERM - FNARENA
Is coal on the rebound? Demand appears stronger and supply reductions have underpinned a tightening market. Certainly, the Newcastle thermal coal p ...
|
|
|
Showing 761 to 765 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Karaikal Port Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- Sree Jayajothi Cements Limited - India
- Electricity Generating Authority of Thailand
- SMC Global Power, Philippines
- Star Paper Mills Limited - India
- Kepco SPC Power Corporation, Philippines
- Ministry of Finance - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Port Waratah Coal Services - Australia
- Economic Council, Georgia
- IHS Mccloskey Coal Group - USA
- CNBM International Corporation - China
- Therma Luzon, Inc, Philippines
- Latin American Coal - Colombia
- TeaM Sual Corporation - Philippines
- Essar Steel Hazira Ltd - India
- LBH Netherlands Bv - Netherlands
- Australian Coal Association
- Binh Thuan Hamico - Vietnam
- Australian Commodity Traders Exchange
- Medco Energi Mining Internasional
- Kalimantan Lumbung Energi - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Manunggal Multi Energi - Indonesia
- Ind-Barath Power Infra Limited - India
- Coal and Oil Company - UAE
- Standard Chartered Bank - UAE
- Intertek Mineral Services - Indonesia
- Timah Investasi Mineral - Indoneisa
- Banpu Public Company Limited - Thailand
- Sinarmas Energy and Mining - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Sarangani Energy Corporation, Philippines
- ASAPP Information Group - India
- Carbofer General Trading SA - India
- Central Electricity Authority - India
- Agrawal Coal Company - India
- Ambuja Cements Ltd - India
- Parry Sugars Refinery, India
- Rio Tinto Coal - Australia
- Malabar Cements Ltd - India
- VISA Power Limited - India
- Indonesian Coal Mining Association
- Edison Trading Spa - Italy
- Attock Cement Pakistan Limited
- Sojitz Corporation - Japan
- San Jose City I Power Corp, Philippines
- European Bulk Services B.V. - Netherlands
- Baramulti Group, Indonesia
- OPG Power Generation Pvt Ltd - India
- Larsen & Toubro Limited - India
- Bhoruka Overseas - Indonesia
- PNOC Exploration Corporation - Philippines
- Planning Commission, India
- Mercator Lines Limited - India
- Mjunction Services Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Formosa Plastics Group - Taiwan
- Aboitiz Power Corporation - Philippines
- Bulk Trading Sa - Switzerland
- Oldendorff Carriers - Singapore
- Riau Bara Harum - Indonesia
- IEA Clean Coal Centre - UK
- Salva Resources Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Orica Australia Pty. Ltd.
- Wood Mackenzie - Singapore
- Global Green Power PLC Corporation, Philippines
- Jaiprakash Power Ventures ltd
- Uttam Galva Steels Limited - India
- McConnell Dowell - Australia
- Krishnapatnam Port Company Ltd. - India
- Borneo Indobara - Indonesia
- Iligan Light & Power Inc, Philippines
- India Bulls Power Limited - India
- New Zealand Coal & Carbon
- Bharathi Cement Corporation - India
- Holcim Trading Pte Ltd - Singapore
- Central Java Power - Indonesia
- Posco Energy - South Korea
- Vijayanagar Sugar Pvt Ltd - India
- Dalmia Cement Bharat India
- South Luzon Thermal Energy Corporation
- Petrochimia International Co. Ltd.- Taiwan
- Videocon Industries ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Bukit Baiduri Energy - Indonesia
- PowerSource Philippines DevCo
- Heidelberg Cement - Germany
- GMR Energy Limited - India
- Kaltim Prima Coal - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Renaissance Capital - South Africa
- Tata Chemicals Ltd - India
- Electricity Authority, New Zealand
- The University of Queensland
- Meenaskhi Energy Private Limited - India
- Semirara Mining Corp, Philippines
- Pendopo Energi Batubara - Indonesia
- Eastern Energy - Thailand
- Ceylon Electricity Board - Sri Lanka
- Indian Oil Corporation Limited
- Global Coal Blending Company Limited - Australia
- The Treasury - Australian Government
- Trasteel International SA, Italy
- AsiaOL BioFuels Corp., Philippines
- Savvy Resources Ltd - HongKong
- GN Power Mariveles Coal Plant, Philippines
- Indian Energy Exchange, India
- Thiess Contractors Indonesia
- Anglo American - United Kingdom
- Tamil Nadu electricity Board
- Madhucon Powers Ltd - India
- Grasim Industreis Ltd - India
- White Energy Company Limited
- Billiton Holdings Pty Ltd - Australia
- Gujarat Electricity Regulatory Commission - India
- Miang Besar Coal Terminal - Indonesia
- Power Finance Corporation Ltd., India
- Indo Tambangraya Megah - Indonesia
- Coalindo Energy - Indonesia
- Bangladesh Power Developement Board
- Siam City Cement - Thailand
- Price Waterhouse Coopers - Russia
- Africa Commodities Group - South Africa
- London Commodity Brokers - England
- PTC India Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indogreen Group - Indonesia
- Bhushan Steel Limited - India
- Ministry of Mines - Canada
- Ministry of Transport, Egypt
- Altura Mining Limited, Indonesia
- GAC Shipping (India) Pvt Ltd
- Pipit Mutiara Jaya. PT, Indonesia
- Georgia Ports Authority, United States
- Commonwealth Bank - Australia
- Eastern Coal Council - USA
- Merrill Lynch Commodities Europe
- SMG Consultants - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Chamber of Mines of South Africa
- Kapuas Tunggal Persada - Indonesia
- Romanian Commodities Exchange
- Simpson Spence & Young - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Semirara Mining and Power Corporation, Philippines
- ICICI Bank Limited - India
- Thai Mozambique Logistica
- Bayan Resources Tbk. - Indonesia
- Mintek Dendrill Indonesia
- Kartika Selabumi Mining - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Independent Power Producers Association of India
- Xindia Steels Limited - India
- Jindal Steel & Power Ltd - India
- Kumho Petrochemical, South Korea
- Marubeni Corporation - India
- Sakthi Sugars Limited - India
- Cement Manufacturers Association - India
- The State Trading Corporation of India Ltd
- Interocean Group of Companies - India
- Leighton Contractors Pty Ltd - Australia
- CIMB Investment Bank - Malaysia
- Globalindo Alam Lestari - Indonesia
- Minerals Council of Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kideco Jaya Agung - Indonesia
- Straits Asia Resources Limited - Singapore
- Rashtriya Ispat Nigam Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Petron Corporation, Philippines
- Global Business Power Corporation, Philippines
- MS Steel International - UAE
- Coastal Gujarat Power Limited - India
- Gujarat Sidhee Cement - India
- Metalloyd Limited - United Kingdom
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Deloitte Consulting - India
- Orica Mining Services - Indonesia
- International Coal Ventures Pvt Ltd - India
- Meralco Power Generation, Philippines
- Bhatia International Limited - India
- Sical Logistics Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Vizag Seaport Private Limited - India
- Energy Development Corp, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Goldman Sachs - Singapore
- Mercuria Energy - Indonesia
- Vedanta Resources Plc - India
- Aditya Birla Group - India
- Parliament of New Zealand
- Siam City Cement PLC, Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bahari Cakrawala Sebuku - Indonesia
- Singapore Mercantile Exchange
- Sindya Power Generating Company Private Ltd
- SN Aboitiz Power Inc, Philippines
- Indika Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- Toyota Tsusho Corporation, Japan
- Samtan Co., Ltd - South Korea
- Cigading International Bulk Terminal - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Kobexindo Tractors - Indoneisa
- Chettinad Cement Corporation Ltd - India
- Wilmar Investment Holdings
- Directorate Of Revenue Intelligence - India
- GVK Power & Infra Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Makarim & Taira - Indonesia
- Bukit Makmur.PT - Indonesia
- Energy Link Ltd, New Zealand
- Antam Resourcindo - Indonesia
- Lanco Infratech Ltd - India
|
| |
| |
|
