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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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Monday, 17 July 23
APPROVED AMMONIA-FUELED CONTAINERSHIP - BENEFITS AND RISKS: REED SMITH
Following the news in Offshore Energy that Korea Maritime Consultants has secured approval in principle from the American Bureau of Shipping for it ...
Friday, 14 July 23
CLEAN COAL USE KEY TO DEEP CUTS IN EMISSIONS, STABLE ELECTRICITY SUPPLY - CHINA DAILY
China must push for the clean use of coal and step up integration of the dirty fuel with carbon capture, utilization and storage to achieve sustain ...
Thursday, 13 July 23
VIETNAM'S COAL EMISSIONS PRIMED FOR SURGE AFTER IMPORTS JUMP - REUTERS
Vietnam’s thermal power emissions are primed for a steep climb this summer after the country’s imports of thermal coal soared to their ...
Monday, 26 June 23
COAL PRODUCTION AND CONSUMPTION UP IN 2022 - EUROSTAT
In 2022, EU coal production and consumption continued to increase, reaching 349 million tonnes (+5% compared with the previous year) and 454 millio ...
Wednesday, 21 June 23
QATAR STRIKES SECOND BIG LNG SUPPLY DEAL WITH CHINA - REUTERS
Qatar on Tuesday secured its second large gas supply deal with a Chinese state-controlled company in less than a year, putting Asia clearly ahead i ...
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- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Global Coal Blending Company Limited - Australia
- Siam City Cement PLC, Thailand
- Bulk Trading Sa - Switzerland
- OPG Power Generation Pvt Ltd - India
- MS Steel International - UAE
- Global Business Power Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- Trasteel International SA, Italy
- Salva Resources Pvt Ltd - India
- Latin American Coal - Colombia
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- Baramulti Group, Indonesia
- ICICI Bank Limited - India
- Minerals Council of Australia
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- Maheswari Brothers Coal Limited - India
- Goldman Sachs - Singapore
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- Coalindo Energy - Indonesia
- Metalloyd Limited - United Kingdom
- Timah Investasi Mineral - Indoneisa
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- Edison Trading Spa - Italy
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- Sarangani Energy Corporation, Philippines
- Economic Council, Georgia
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- Billiton Holdings Pty Ltd - Australia
- Petron Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Mintek Dendrill Indonesia
- Essar Steel Hazira Ltd - India
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- Malabar Cements Ltd - India
- Orica Mining Services - Indonesia
- Videocon Industries ltd - India
- Standard Chartered Bank - UAE
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- Indian Energy Exchange, India
- Xindia Steels Limited - India
- Indo Tambangraya Megah - Indonesia
- Kumho Petrochemical, South Korea
- IEA Clean Coal Centre - UK
- Commonwealth Bank - Australia
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- Semirara Mining Corp, Philippines
- Savvy Resources Ltd - HongKong
- Kideco Jaya Agung - Indonesia
- Ministry of Finance - Indonesia
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- Sakthi Sugars Limited - India
- Indogreen Group - Indonesia
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- Global Green Power PLC Corporation, Philippines
- White Energy Company Limited
- ASAPP Information Group - India
- Bukit Baiduri Energy - Indonesia
- Central Java Power - Indonesia
- Manunggal Multi Energi - Indonesia
- Kaltim Prima Coal - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Vedanta Resources Plc - India
- Kartika Selabumi Mining - Indonesia
- Bharathi Cement Corporation - India
- Parliament of New Zealand
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- Aboitiz Power Corporation - Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Thiess Contractors Indonesia
- Gujarat Mineral Development Corp Ltd - India
- The Treasury - Australian Government
- Indonesian Coal Mining Association
- Lanco Infratech Ltd - India
- Carbofer General Trading SA - India
- Coal and Oil Company - UAE
- Iligan Light & Power Inc, Philippines
- Parry Sugars Refinery, India
- Central Electricity Authority - India
- PNOC Exploration Corporation - Philippines
- Kapuas Tunggal Persada - Indonesia
- Coastal Gujarat Power Limited - India
- Bhatia International Limited - India
- New Zealand Coal & Carbon
- Samtan Co., Ltd - South Korea
- Asmin Koalindo Tuhup - Indonesia
- IHS Mccloskey Coal Group - USA
- Eastern Coal Council - USA
- Merrill Lynch Commodities Europe
- Directorate General of MIneral and Coal - Indonesia
- Uttam Galva Steels Limited - India
- Larsen & Toubro Limited - India
- Planning Commission, India
- PetroVietnam Power Coal Import and Supply Company
- Vizag Seaport Private Limited - India
- Power Finance Corporation Ltd., India
- Bangladesh Power Developement Board
- Agrawal Coal Company - India
- GMR Energy Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Star Paper Mills Limited - India
- London Commodity Brokers - England
- TNB Fuel Sdn Bhd - Malaysia
- McConnell Dowell - Australia
- Makarim & Taira - Indonesia
- International Coal Ventures Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- Gujarat Sidhee Cement - India
- CNBM International Corporation - China
- The State Trading Corporation of India Ltd
- Alfred C Toepfer International GmbH - Germany
- Antam Resourcindo - Indonesia
- Sindya Power Generating Company Private Ltd
- Georgia Ports Authority, United States
- GAC Shipping (India) Pvt Ltd
- Pendopo Energi Batubara - Indonesia
- Orica Australia Pty. Ltd.
- Oldendorff Carriers - Singapore
- SMC Global Power, Philippines
- Wilmar Investment Holdings
- Kepco SPC Power Corporation, Philippines
- Intertek Mineral Services - Indonesia
- CIMB Investment Bank - Malaysia
- South Luzon Thermal Energy Corporation
- Ind-Barath Power Infra Limited - India
- Ambuja Cements Ltd - India
- Attock Cement Pakistan Limited
- Romanian Commodities Exchange
- Bukit Makmur.PT - Indonesia
- Simpson Spence & Young - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Binh Thuan Hamico - Vietnam
- Interocean Group of Companies - India
- Jaiprakash Power Ventures ltd
- Medco Energi Mining Internasional
- Ministry of Transport, Egypt
- Sinarmas Energy and Mining - Indonesia
- Rio Tinto Coal - Australia
- Siam City Cement - Thailand
- Kalimantan Lumbung Energi - Indonesia
- Indika Energy - Indonesia
- Aditya Birla Group - India
- Jindal Steel & Power Ltd - India
- Price Waterhouse Coopers - Russia
- Singapore Mercantile Exchange
- Mercuria Energy - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Sree Jayajothi Cements Limited - India
- Leighton Contractors Pty Ltd - Australia
- Ceylon Electricity Board - Sri Lanka
- Grasim Industreis Ltd - India
- Indian Oil Corporation Limited
- Sical Logistics Limited - India
- Posco Energy - South Korea
- Energy Link Ltd, New Zealand
- Banpu Public Company Limited - Thailand
- Anglo American - United Kingdom
- San Jose City I Power Corp, Philippines
- TeaM Sual Corporation - Philippines
- Energy Development Corp, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Renaissance Capital - South Africa
- Jorong Barutama Greston.PT - Indonesia
- Semirara Mining and Power Corporation, Philippines
- India Bulls Power Limited - India
- Straits Asia Resources Limited - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Dalmia Cement Bharat India
- Borneo Indobara - Indonesia
- Globalindo Alam Lestari - Indonesia
- Sojitz Corporation - Japan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bhushan Steel Limited - India
- GVK Power & Infra Limited - India
- Wood Mackenzie - Singapore
- Tamil Nadu electricity Board
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Madhucon Powers Ltd - India
- Chettinad Cement Corporation Ltd - India
- Toyota Tsusho Corporation, Japan
- Australian Commodity Traders Exchange
- Kohat Cement Company Ltd. - Pakistan
- PTC India Limited - India
- AsiaOL BioFuels Corp., Philippines
- European Bulk Services B.V. - Netherlands
- Neyveli Lignite Corporation Ltd, - India
- Africa Commodities Group - South Africa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Formosa Plastics Group - Taiwan
- Australian Coal Association
- Deloitte Consulting - India
- Therma Luzon, Inc, Philippines
- The University of Queensland
- Altura Mining Limited, Indonesia
- SMG Consultants - Indonesia
- Mjunction Services Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bayan Resources Tbk. - Indonesia
- Directorate Of Revenue Intelligence - India
- SN Aboitiz Power Inc, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Miang Besar Coal Terminal - Indonesia
- Heidelberg Cement - Germany
- LBH Netherlands Bv - Netherlands
- Bhoruka Overseas - Indonesia
- Riau Bara Harum - Indonesia
- VISA Power Limited - India
- Tata Chemicals Ltd - India
- Thai Mozambique Logistica
- Electricity Authority, New Zealand
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