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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, 01 July 20
COLOMBIA'S COAL EXPORT VOLUMES HAVE STEADILY DECLINED IN RECENT YEARS - BANCHERO COSTA
Colombia is the world’s fifth largest seaborne exporter of coal, coming after Australia, Indonesia, Russia and the USA.
Export ...
Wednesday, 01 July 20
MARKET INSIGHT - INTERMODAL
It was beginning of 2020 – close to 6 months from now – when we first experienced the huge impact of the COVID 19 outbreak on Ship Repa ...
Monday, 29 June 20
INDONESIAN COAL AT THE MERCY OF THE DRAGON AND TIGER - GHEE PEH | IEEFA
Coal sector analysts have been busy in recent months mapping the negative impact of low coal prices from the COVID-19 pandemic on Indonesian coal c ...
Monday, 29 June 20
FALLING DEMAND IN CHINA AND INDIA SIGNAL TOUGH TIMES AHEAD FOR INDONESIAN EXPORTS - GHEE PEH | EEFA
Assessing the Impact on Indonesian Coal Companies
The bad news for Indonesia’s coal companies is that they are likely to have ...
Monday, 29 June 20
INDIA COAL IMPORT OUTLOOK: WEAK DEMAND, IMPORT SUBSTITUTION, EXPECT 20% YOY DECLINE - GHEE PEH | IEEFA
For India, the coal demand indicators have clearly turned negative.
According to Argus Media, since the government declared a ...
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- Edison Trading Spa - Italy
- Vedanta Resources Plc - India
- Ministry of Finance - Indonesia
- Central Java Power - Indonesia
- Georgia Ports Authority, United States
- Agrawal Coal Company - India
- Sindya Power Generating Company Private Ltd
- Coastal Gujarat Power Limited - India
- Global Coal Blending Company Limited - Australia
- Krishnapatnam Port Company Ltd. - India
- Karbindo Abesyapradhi - Indoneisa
- Grasim Industreis Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Merrill Lynch Commodities Europe
- Directorate Of Revenue Intelligence - India
- AsiaOL BioFuels Corp., Philippines
- Semirara Mining and Power Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Indonesian Coal Mining Association
- Globalindo Alam Lestari - Indonesia
- Savvy Resources Ltd - HongKong
- Bhoruka Overseas - Indonesia
- PTC India Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Commonwealth Bank - Australia
- GAC Shipping (India) Pvt Ltd
- Kohat Cement Company Ltd. - Pakistan
- White Energy Company Limited
- Uttam Galva Steels Limited - India
- Bulk Trading Sa - Switzerland
- Star Paper Mills Limited - India
- Standard Chartered Bank - UAE
- Global Business Power Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Latin American Coal - Colombia
- Indogreen Group - Indonesia
- Interocean Group of Companies - India
- Sakthi Sugars Limited - India
- ICICI Bank Limited - India
- Riau Bara Harum - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- International Coal Ventures Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Altura Mining Limited, Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Romanian Commodities Exchange
- Gujarat Electricity Regulatory Commission - India
- Mercator Lines Limited - India
- Therma Luzon, Inc, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Posco Energy - South Korea
- Petron Corporation, Philippines
- Ambuja Cements Ltd - India
- European Bulk Services B.V. - Netherlands
- Straits Asia Resources Limited - Singapore
- Medco Energi Mining Internasional
- Miang Besar Coal Terminal - Indonesia
- Tamil Nadu electricity Board
- Ind-Barath Power Infra Limited - India
- Mintek Dendrill Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Holcim Trading Pte Ltd - Singapore
- Kepco SPC Power Corporation, Philippines
- San Jose City I Power Corp, Philippines
- Sinarmas Energy and Mining - Indonesia
- Jaiprakash Power Ventures ltd
- Madhucon Powers Ltd - India
- Trasteel International SA, Italy
- Kobexindo Tractors - Indoneisa
- Bukit Baiduri Energy - Indonesia
- Minerals Council of Australia
- Indian Energy Exchange, India
- McConnell Dowell - Australia
- India Bulls Power Limited - India
- Cigading International Bulk Terminal - Indonesia
- Mercuria Energy - Indonesia
- Rashtriya Ispat Nigam Limited - India
- South Luzon Thermal Energy Corporation
- IHS Mccloskey Coal Group - USA
- The State Trading Corporation of India Ltd
- Wilmar Investment Holdings
- Manunggal Multi Energi - Indonesia
- Sree Jayajothi Cements Limited - India
- MS Steel International - UAE
- London Commodity Brokers - England
- Anglo American - United Kingdom
- Mjunction Services Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Leighton Contractors Pty Ltd - Australia
- Price Waterhouse Coopers - Russia
- Simpson Spence & Young - Indonesia
- Tata Chemicals Ltd - India
- Iligan Light & Power Inc, Philippines
- SMG Consultants - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Sarangani Energy Corporation, Philippines
- Malabar Cements Ltd - India
- PowerSource Philippines DevCo
- Siam City Cement - Thailand
- Renaissance Capital - South Africa
- Semirara Mining Corp, Philippines
- Xindia Steels Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Cement Manufacturers Association - India
- Lanco Infratech Ltd - India
- Indo Tambangraya Megah - Indonesia
- Kartika Selabumi Mining - Indonesia
- Attock Cement Pakistan Limited
- Asia Pacific Energy Resources Ventures Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- Indika Energy - Indonesia
- Orica Mining Services - Indonesia
- Kideco Jaya Agung - Indonesia
- Sical Logistics Limited - India
- Kapuas Tunggal Persada - Indonesia
- Eastern Energy - Thailand
- Bhushan Steel Limited - India
- Formosa Plastics Group - Taiwan
- Australian Coal Association
- Samtan Co., Ltd - South Korea
- Maheswari Brothers Coal Limited - India
- Videocon Industries ltd - India
- Banpu Public Company Limited - Thailand
- Coal and Oil Company - UAE
- Wood Mackenzie - Singapore
- Binh Thuan Hamico - Vietnam
- Eastern Coal Council - USA
- Gujarat Sidhee Cement - India
- Rio Tinto Coal - Australia
- Timah Investasi Mineral - Indoneisa
- Kaltim Prima Coal - Indonesia
- ASAPP Information Group - India
- Economic Council, Georgia
- Makarim & Taira - Indonesia
- Electricity Generating Authority of Thailand
- Coalindo Energy - Indonesia
- SN Aboitiz Power Inc, Philippines
- The University of Queensland
- Essar Steel Hazira Ltd - India
- Vizag Seaport Private Limited - India
- Bhatia International Limited - India
- Larsen & Toubro Limited - India
- Central Electricity Authority - India
- Directorate General of MIneral and Coal - Indonesia
- Borneo Indobara - Indonesia
- Bayan Resources Tbk. - Indonesia
- Barasentosa Lestari - Indonesia
- Baramulti Group, Indonesia
- Siam City Cement PLC, Thailand
- Chettinad Cement Corporation Ltd - India
- Bangladesh Power Developement Board
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- SMC Global Power, Philippines
- Global Green Power PLC Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- Power Finance Corporation Ltd., India
- Meralco Power Generation, Philippines
- Carbofer General Trading SA - India
- CIMB Investment Bank - Malaysia
- GMR Energy Limited - India
- Ministry of Mines - Canada
- Bharathi Cement Corporation - India
- Singapore Mercantile Exchange
- Chamber of Mines of South Africa
- Gujarat Mineral Development Corp Ltd - India
- Orica Australia Pty. Ltd.
- Indian Oil Corporation Limited
- New Zealand Coal & Carbon
- The Treasury - Australian Government
- PetroVietnam Power Coal Import and Supply Company
- Parliament of New Zealand
- Electricity Authority, New Zealand
- Intertek Mineral Services - Indonesia
- Marubeni Corporation - India
- Thai Mozambique Logistica
- Deloitte Consulting - India
- Energy Link Ltd, New Zealand
- Parry Sugars Refinery, India
- PNOC Exploration Corporation - Philippines
- Heidelberg Cement - Germany
- Kalimantan Lumbung Energi - Indonesia
- Independent Power Producers Association of India
- Vijayanagar Sugar Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Pendopo Energi Batubara - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Jindal Steel & Power Ltd - India
- Goldman Sachs - Singapore
- Metalloyd Limited - United Kingdom
- VISA Power Limited - India
- LBH Netherlands Bv - Netherlands
- Dalmia Cement Bharat India
- Sojitz Corporation - Japan
- CNBM International Corporation - China
- Meenaskhi Energy Private Limited - India
- Toyota Tsusho Corporation, Japan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ministry of Transport, Egypt
- GVK Power & Infra Limited - India
- IEA Clean Coal Centre - UK
- Kumho Petrochemical, South Korea
- Australian Commodity Traders Exchange
- Energy Development Corp, Philippines
- Planning Commission, India
- Aditya Birla Group - India
- Karaikal Port Pvt Ltd - India
- Thiess Contractors Indonesia
- Africa Commodities Group - South Africa
- TeaM Sual Corporation - Philippines
- Oldendorff Carriers - Singapore
- Port Waratah Coal Services - Australia
- Salva Resources Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Neyveli Lignite Corporation Ltd, - India
- Antam Resourcindo - Indonesia
- Bukit Makmur.PT - Indonesia
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