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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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Tuesday, 25 August 20
INDIA'S IMPORTS FALL AS LOCKDOWNS IMPACT THE POWER AND INDUSTRIAL SECTORS - REPORT
India is the world’s second largest thermal coal consumer and importer, importing an estimated 211 million tonnes of thermal coal in 2019.&nb ...
Monday, 24 August 20
A COMBINATION OF DEVELOPMENTS DROVE THE FALLOFF COAL PRICES - CHIEF ECONOMIST’ OFFICE, AUSTRALIA
China, rising domestic production combined with subdued power demand;
India, a lockdown coupled with government directives that fav ...
Monday, 24 August 20
AUSTRALIA'S THERMAL COAL EXPORTS ARE FORECAST TO DROP FROM AN ESTIMATED $20 BILLION IN 2019-20 TO $16 BILLION IN 2020-21: REPORT
Thermal coal spot prices have fallen sharply as the impact of COVID-19 drives a contraction in seaborne trade for only the second time this century ...
Saturday, 22 August 20
REPORT SEES INDIA’S RELIANCE ON THERMAL POWER DROPPING TO 50% IN 2021, 43% IN 2026 - ET ENERGY | IEEFA
India’s dependence on thermal power will reduce to 50 per cent by 2021-22 and 43 per cent by 2026-27 on the back of renewable energy (RE) cap ...
Friday, 21 August 20
323 MILLION ELECTRIC VEHICLES WILL BE ON THE ROADS BY 2040 - WOOD MACKENZIE
Electric vehicle (EV) sales are expected to reach 45 million units per year by 2040, with a total global EV stock of 323 million, according to new ...
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- Heidelberg Cement - Germany
- Kideco Jaya Agung - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Ministry of Transport, Egypt
- Africa Commodities Group - South Africa
- GMR Energy Limited - India
- Indo Tambangraya Megah - Indonesia
- Agrawal Coal Company - India
- Bhoruka Overseas - Indonesia
- Dalmia Cement Bharat India
- Xindia Steels Limited - India
- Standard Chartered Bank - UAE
- Semirara Mining and Power Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- SMC Global Power, Philippines
- Coastal Gujarat Power Limited - India
- Intertek Mineral Services - Indonesia
- Goldman Sachs - Singapore
- Salva Resources Pvt Ltd - India
- Parliament of New Zealand
- Manunggal Multi Energi - Indonesia
- MS Steel International - UAE
- OPG Power Generation Pvt Ltd - India
- Baramulti Group, Indonesia
- IHS Mccloskey Coal Group - USA
- Directorate Of Revenue Intelligence - India
- Siam City Cement PLC, Thailand
- Deloitte Consulting - India
- Videocon Industries ltd - India
- Ambuja Cements Ltd - India
- Grasim Industreis Ltd - India
- Wood Mackenzie - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- Eastern Coal Council - USA
- Asmin Koalindo Tuhup - Indonesia
- Orica Australia Pty. Ltd.
- SN Aboitiz Power Inc, Philippines
- Sakthi Sugars Limited - India
- Electricity Authority, New Zealand
- LBH Netherlands Bv - Netherlands
- The State Trading Corporation of India Ltd
- Meenaskhi Energy Private Limited - India
- Kapuas Tunggal Persada - Indonesia
- Wilmar Investment Holdings
- ICICI Bank Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Maheswari Brothers Coal Limited - India
- Ministry of Finance - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Kaltim Prima Coal - Indonesia
- Posco Energy - South Korea
- McConnell Dowell - Australia
- Kohat Cement Company Ltd. - Pakistan
- IEA Clean Coal Centre - UK
- Jindal Steel & Power Ltd - India
- Mercuria Energy - Indonesia
- CNBM International Corporation - China
- Antam Resourcindo - Indonesia
- Timah Investasi Mineral - Indoneisa
- Coal and Oil Company - UAE
- Karaikal Port Pvt Ltd - India
- Coalindo Energy - Indonesia
- Parry Sugars Refinery, India
- Tata Chemicals Ltd - India
- Vizag Seaport Private Limited - India
- PNOC Exploration Corporation - Philippines
- Malabar Cements Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Australian Commodity Traders Exchange
- Chettinad Cement Corporation Ltd - India
- Bharathi Cement Corporation - India
- Port Waratah Coal Services - Australia
- Directorate General of MIneral and Coal - Indonesia
- Aditya Birla Group - India
- Bukit Makmur.PT - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Thiess Contractors Indonesia
- Australian Coal Association
- Larsen & Toubro Limited - India
- The Treasury - Australian Government
- Straits Asia Resources Limited - Singapore
- Global Coal Blending Company Limited - Australia
- Trasteel International SA, Italy
- Indogreen Group - Indonesia
- Central Java Power - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Petron Corporation, Philippines
- San Jose City I Power Corp, Philippines
- Indika Energy - Indonesia
- Alfred C Toepfer International GmbH - Germany
- India Bulls Power Limited - India
- Sinarmas Energy and Mining - Indonesia
- Electricity Generating Authority of Thailand
- Indian Energy Exchange, India
- Interocean Group of Companies - India
- Mintek Dendrill Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Kartika Selabumi Mining - Indonesia
- Kumho Petrochemical, South Korea
- Oldendorff Carriers - Singapore
- Billiton Holdings Pty Ltd - Australia
- Pendopo Energi Batubara - Indonesia
- Indian Oil Corporation Limited
- Offshore Bulk Terminal Pte Ltd, Singapore
- Metalloyd Limited - United Kingdom
- Star Paper Mills Limited - India
- Essar Steel Hazira Ltd - India
- Renaissance Capital - South Africa
- Jorong Barutama Greston.PT - Indonesia
- Formosa Plastics Group - Taiwan
- SMG Consultants - Indonesia
- Marubeni Corporation - India
- ASAPP Information Group - India
- Singapore Mercantile Exchange
- Planning Commission, India
- Ind-Barath Power Infra Limited - India
- Borneo Indobara - Indonesia
- Minerals Council of Australia
- Lanco Infratech Ltd - India
- Globalindo Alam Lestari - Indonesia
- Global Green Power PLC Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- New Zealand Coal & Carbon
- Rio Tinto Coal - Australia
- Altura Mining Limited, Indonesia
- Vedanta Resources Plc - India
- Madhucon Powers Ltd - India
- Anglo American - United Kingdom
- Uttam Galva Steels Limited - India
- Makarim & Taira - Indonesia
- Aboitiz Power Corporation - Philippines
- Toyota Tsusho Corporation, Japan
- Bayan Resources Tbk. - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Romanian Commodities Exchange
- Kepco SPC Power Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- Energy Link Ltd, New Zealand
- Mjunction Services Limited - India
- Commonwealth Bank - Australia
- White Energy Company Limited
- London Commodity Brokers - England
- Independent Power Producers Association of India
- Sical Logistics Limited - India
- South Luzon Thermal Energy Corporation
- Kobexindo Tractors - Indoneisa
- Bukit Baiduri Energy - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Energy Development Corp, Philippines
- Power Finance Corporation Ltd., India
- Petrochimia International Co. Ltd.- Taiwan
- Bahari Cakrawala Sebuku - Indonesia
- GAC Shipping (India) Pvt Ltd
- Georgia Ports Authority, United States
- Bhushan Steel Limited - India
- Price Waterhouse Coopers - Russia
- Holcim Trading Pte Ltd - Singapore
- Mercator Lines Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Barasentosa Lestari - Indonesia
- Bhatia International Limited - India
- Bulk Trading Sa - Switzerland
- Semirara Mining Corp, Philippines
- Banpu Public Company Limited - Thailand
- GVK Power & Infra Limited - India
- Sindya Power Generating Company Private Ltd
- Riau Bara Harum - Indonesia
- Ministry of Mines - Canada
- Neyveli Lignite Corporation Ltd, - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indonesian Coal Mining Association
- Orica Mining Services - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Siam City Cement - Thailand
- CIMB Investment Bank - Malaysia
- Global Business Power Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Binh Thuan Hamico - Vietnam
- Carbofer General Trading SA - India
- Maharashtra Electricity Regulatory Commission - India
- Bangladesh Power Developement Board
- TeaM Sual Corporation - Philippines
- Latin American Coal - Colombia
- PowerSource Philippines DevCo
- Miang Besar Coal Terminal - Indonesia
- Eastern Energy - Thailand
- Samtan Co., Ltd - South Korea
- International Coal Ventures Pvt Ltd - India
- Gujarat Sidhee Cement - India
- Cement Manufacturers Association - India
- Savvy Resources Ltd - HongKong
- Jaiprakash Power Ventures ltd
- Tamil Nadu electricity Board
- PetroVietnam Power Coal Import and Supply Company
- Medco Energi Mining Internasional
- PTC India Limited - India
- Simpson Spence & Young - Indonesia
- Thai Mozambique Logistica
- Sojitz Corporation - Japan
- Sree Jayajothi Cements Limited - India
- Therma Luzon, Inc, Philippines
- Merrill Lynch Commodities Europe
- Edison Trading Spa - Italy
- VISA Power Limited - India
- Economic Council, Georgia
- Central Electricity Authority - India
- Chamber of Mines of South Africa
- Meralco Power Generation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Attock Cement Pakistan Limited
- Cigading International Bulk Terminal - Indonesia
- AsiaOL BioFuels Corp., Philippines
- The University of Queensland
- Vijayanagar Sugar Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
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