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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, 02 June 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX DOWN 0.86 PCT - XINHUA
China Taiyuan coal transaction price index stood at 123.95 points Monday, down 0.86 percent week on week.
The index, released by Chi ...
Monday, 01 June 20
SUPRAMAX: IN SOUTH EAST ASIA RATES TRADED SIDEWAYS - BALTIC BRIEFING
Capesize
A sober end to the week, with the market seemingly ready for the weekend. After a steady week of rate declines a small flurry of Atlan ...
Friday, 29 May 20
COVID-19: COAL SUPPLY BY CIL TO POWER SECTOR DIPS 22% TO 32 MT IN APRIL DUE TO DEMAND SLUMP - PTI
Over 95% of CIL’s production comes from its 171 open cast mines.
The supply of coal to the power sector by state-owned Coal In ...
Friday, 29 May 20
AUSTRALIA'S NEW HOPE WARNS OF HIT FROM COAL PRICE SLUMP - REUTERS
Australia’s New Hope Corp Ltd said on Thursday that a sudden drop in thermal coal prices and lower output from its Queensland operations woul ...
Friday, 29 May 20
GOVT MAY LAUNCH COAL BLOCKS AUCTION PROCESS UNDER COMMERCIAL MINING ON JUN 11 - PTI
The Centre is likely to launch the process of coal blocks auction under commercial mining on June 11 and around 50 mines are expected to go under t ...
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Showing 941 to 945 news of total 6871 |
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- Marubeni Corporation - India
- Antam Resourcindo - Indonesia
- Port Waratah Coal Services - Australia
- Deloitte Consulting - India
- Petron Corporation, Philippines
- Sakthi Sugars Limited - India
- Indo Tambangraya Megah - Indonesia
- Bulk Trading Sa - Switzerland
- Romanian Commodities Exchange
- Directorate Of Revenue Intelligence - India
- Heidelberg Cement - Germany
- Africa Commodities Group - South Africa
- Petrochimia International Co. Ltd.- Taiwan
- Semirara Mining Corp, Philippines
- Malabar Cements Ltd - India
- Australian Commodity Traders Exchange
- SMG Consultants - Indonesia
- Pendopo Energi Batubara - Indonesia
- Global Green Power PLC Corporation, Philippines
- Xindia Steels Limited - India
- Energy Development Corp, Philippines
- Goldman Sachs - Singapore
- IHS Mccloskey Coal Group - USA
- GVK Power & Infra Limited - India
- Latin American Coal - Colombia
- Kalimantan Lumbung Energi - Indonesia
- Star Paper Mills Limited - India
- Salva Resources Pvt Ltd - India
- Mjunction Services Limited - India
- Karaikal Port Pvt Ltd - India
- Siam City Cement - Thailand
- Ministry of Transport, Egypt
- Energy Link Ltd, New Zealand
- Ambuja Cements Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Price Waterhouse Coopers - Russia
- Coastal Gujarat Power Limited - India
- Tamil Nadu electricity Board
- Globalindo Alam Lestari - Indonesia
- Simpson Spence & Young - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Sarangani Energy Corporation, Philippines
- Interocean Group of Companies - India
- Holcim Trading Pte Ltd - Singapore
- Riau Bara Harum - Indonesia
- Uttam Galva Steels Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Chettinad Cement Corporation Ltd - India
- TeaM Sual Corporation - Philippines
- GMR Energy Limited - India
- Aditya Birla Group - India
- Bukit Makmur.PT - Indonesia
- Coalindo Energy - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Central Electricity Authority - India
- Coal and Oil Company - UAE
- Savvy Resources Ltd - HongKong
- Sindya Power Generating Company Private Ltd
- Indian Oil Corporation Limited
- Meenaskhi Energy Private Limited - India
- Indian Energy Exchange, India
- Commonwealth Bank - Australia
- Cigading International Bulk Terminal - Indonesia
- Dalmia Cement Bharat India
- GN Power Mariveles Coal Plant, Philippines
- Rio Tinto Coal - Australia
- Bangladesh Power Developement Board
- Planning Commission, India
- Australian Coal Association
- The University of Queensland
- Billiton Holdings Pty Ltd - Australia
- Mercuria Energy - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Neyveli Lignite Corporation Ltd, - India
- New Zealand Coal & Carbon
- Trasteel International SA, Italy
- Vijayanagar Sugar Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Ceylon Electricity Board - Sri Lanka
- Bhatia International Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Metalloyd Limited - United Kingdom
- Gujarat Mineral Development Corp Ltd - India
- Indogreen Group - Indonesia
- Electricity Generating Authority of Thailand
- Jaiprakash Power Ventures ltd
- Thiess Contractors Indonesia
- Borneo Indobara - Indonesia
- IEA Clean Coal Centre - UK
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bukit Baiduri Energy - Indonesia
- The State Trading Corporation of India Ltd
- Vedanta Resources Plc - India
- Miang Besar Coal Terminal - Indonesia
- Videocon Industries ltd - India
- Economic Council, Georgia
- Gujarat Electricity Regulatory Commission - India
- South Luzon Thermal Energy Corporation
- Bahari Cakrawala Sebuku - Indonesia
- Kideco Jaya Agung - Indonesia
- GAC Shipping (India) Pvt Ltd
- Oldendorff Carriers - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- ASAPP Information Group - India
- London Commodity Brokers - England
- Singapore Mercantile Exchange
- Binh Thuan Hamico - Vietnam
- Aboitiz Power Corporation - Philippines
- PetroVietnam Power Coal Import and Supply Company
- Edison Trading Spa - Italy
- Sinarmas Energy and Mining - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Thai Mozambique Logistica
- Cement Manufacturers Association - India
- Ministry of Finance - Indonesia
- Barasentosa Lestari - Indonesia
- Ministry of Mines - Canada
- Wilmar Investment Holdings
- Makarim & Taira - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Samtan Co., Ltd - South Korea
- Asmin Koalindo Tuhup - Indonesia
- Maheswari Brothers Coal Limited - India
- ICICI Bank Limited - India
- Indonesian Coal Mining Association
- Standard Chartered Bank - UAE
- Medco Energi Mining Internasional
- LBH Netherlands Bv - Netherlands
- Electricity Authority, New Zealand
- Baramulti Group, Indonesia
- Alfred C Toepfer International GmbH - Germany
- Mercator Lines Limited - India
- The Treasury - Australian Government
- Formosa Plastics Group - Taiwan
- Siam City Cement PLC, Thailand
- Kartika Selabumi Mining - Indonesia
- Parry Sugars Refinery, India
- Bharathi Cement Corporation - India
- Bukit Asam (Persero) Tbk - Indonesia
- Sree Jayajothi Cements Limited - India
- CIMB Investment Bank - Malaysia
- Merrill Lynch Commodities Europe
- Agrawal Coal Company - India
- Madhucon Powers Ltd - India
- Meralco Power Generation, Philippines
- Tata Chemicals Ltd - India
- Timah Investasi Mineral - Indoneisa
- Central Java Power - Indonesia
- Kumho Petrochemical, South Korea
- Lanco Infratech Ltd - India
- Georgia Ports Authority, United States
- SMC Global Power, Philippines
- Independent Power Producers Association of India
- Posco Energy - South Korea
- International Coal Ventures Pvt Ltd - India
- Larsen & Toubro Limited - India
- Global Coal Blending Company Limited - Australia
- Minerals Council of Australia
- Wood Mackenzie - Singapore
- Anglo American - United Kingdom
- Eastern Energy - Thailand
- White Energy Company Limited
- Eastern Coal Council - USA
- CNBM International Corporation - China
- Bhoruka Overseas - Indonesia
- PTC India Limited - India
- PowerSource Philippines DevCo
- Power Finance Corporation Ltd., India
- Orica Mining Services - Indonesia
- VISA Power Limited - India
- OPG Power Generation Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Straits Asia Resources Limited - Singapore
- Iligan Light & Power Inc, Philippines
- India Bulls Power Limited - India
- Intertek Mineral Services - Indonesia
- Indika Energy - Indonesia
- Orica Australia Pty. Ltd.
- Bayan Resources Tbk. - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Bhushan Steel Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Kepco SPC Power Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- San Jose City I Power Corp, Philippines
- Renaissance Capital - South Africa
- Kaltim Prima Coal - Indonesia
- Jindal Steel & Power Ltd - India
- Vizag Seaport Private Limited - India
- Manunggal Multi Energi - Indonesia
- Global Business Power Corporation, Philippines
- Sical Logistics Limited - India
- Carbofer General Trading SA - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Mintek Dendrill Indonesia
- Altura Mining Limited, Indonesia
- McConnell Dowell - Australia
- Grasim Industreis Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- MS Steel International - UAE
- Bank of Tokyo Mitsubishi UFJ Ltd
- Asia Pacific Energy Resources Ventures Inc, Philippines
- PNOC Exploration Corporation - Philippines
- European Bulk Services B.V. - Netherlands
- Therma Luzon, Inc, Philippines
- Toyota Tsusho Corporation, Japan
- Attock Cement Pakistan Limited
- Banpu Public Company Limited - Thailand
- Essar Steel Hazira Ltd - India
- Gujarat Sidhee Cement - India
- Parliament of New Zealand
- Sojitz Corporation - Japan
- Chamber of Mines of South Africa
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