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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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Friday, 10 April 20
INDIA'S BULKS SUPPLY CHAIN TAKES A HIT DURING LOCKDOWN - WOOD MACKENZIE
India is under a three-week lockdown from 25 March to contain the spread of the coronavirus outbreak. Businesses are shut, and the supply chain is ...
Thursday, 09 April 20
SUSPENSION OF WRONGFUL TRADING IN LIGHT OF COVID 19 - WF&W
KNOWLEDGE TO ELEVATE
DIRECTORS’ PERSONAL LIABILITY FOR WRONGFUL TRADING – RELIEF DURING THE CORONAVIRUS CRISIS
As the UK&rsquo ...
Wednesday, 08 April 20
LESSONS LEARNED FROM SCRUBBER INSTALLATION AND OPERATION - ABS
KNOWLEDGE TO ELEVATE
At the beginning of this year, the IMO’s global sulfur cap on marine fuels entered into force and shipowners who ch ...
Wednesday, 08 April 20
MARKET INSIGHT - INTERMODAL
With lockdown measures around the globe tightening during the last weeks of Q1, there is finally a feeling that most countries are slowly but stead ...
Tuesday, 07 April 20
SHIPPING MARKET ANALYSIS - ALLIED
With the first quarter of 2020 now firmly written in the books, it is worth examining what we have witnessed so far in the tanker market. Undoubted ...
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Showing 1021 to 1025 news of total 6871 |
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- Orica Mining Services - Indonesia
- CNBM International Corporation - China
- Larsen & Toubro Limited - India
- Malabar Cements Ltd - India
- Makarim & Taira - Indonesia
- Indonesian Coal Mining Association
- Xindia Steels Limited - India
- Meenaskhi Energy Private Limited - India
- Directorate General of MIneral and Coal - Indonesia
- The University of Queensland
- IHS Mccloskey Coal Group - USA
- Global Coal Blending Company Limited - Australia
- Rio Tinto Coal - Australia
- Independent Power Producers Association of India
- Minerals Council of Australia
- SMC Global Power, Philippines
- Iligan Light & Power Inc, Philippines
- Siam City Cement PLC, Thailand
- Cigading International Bulk Terminal - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Anglo American - United Kingdom
- Manunggal Multi Energi - Indonesia
- CIMB Investment Bank - Malaysia
- Renaissance Capital - South Africa
- Planning Commission, India
- International Coal Ventures Pvt Ltd - India
- Cement Manufacturers Association - India
- The Treasury - Australian Government
- Leighton Contractors Pty Ltd - Australia
- Straits Asia Resources Limited - Singapore
- Sojitz Corporation - Japan
- Timah Investasi Mineral - Indoneisa
- Asmin Koalindo Tuhup - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Sindya Power Generating Company Private Ltd
- Jorong Barutama Greston.PT - Indonesia
- Thai Mozambique Logistica
- Samtan Co., Ltd - South Korea
- SN Aboitiz Power Inc, Philippines
- Aboitiz Power Corporation - Philippines
- Directorate Of Revenue Intelligence - India
- Madhucon Powers Ltd - India
- Mercuria Energy - Indonesia
- VISA Power Limited - India
- India Bulls Power Limited - India
- Standard Chartered Bank - UAE
- Ambuja Cements Ltd - India
- Petron Corporation, Philippines
- Attock Cement Pakistan Limited
- Indogreen Group - Indonesia
- Bukit Baiduri Energy - Indonesia
- Commonwealth Bank - Australia
- Neyveli Lignite Corporation Ltd, - India
- Kartika Selabumi Mining - Indonesia
- GVK Power & Infra Limited - India
- Salva Resources Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Tamil Nadu electricity Board
- Sarangani Energy Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Africa Commodities Group - South Africa
- Borneo Indobara - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Kalimantan Lumbung Energi - Indonesia
- Coal and Oil Company - UAE
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Price Waterhouse Coopers - Russia
- Electricity Authority, New Zealand
- The State Trading Corporation of India Ltd
- Energy Development Corp, Philippines
- Medco Energi Mining Internasional
- Riau Bara Harum - Indonesia
- Bhatia International Limited - India
- Parliament of New Zealand
- Sical Logistics Limited - India
- Bangladesh Power Developement Board
- Power Finance Corporation Ltd., India
- Indian Oil Corporation Limited
- Carbofer General Trading SA - India
- Central Electricity Authority - India
- London Commodity Brokers - England
- Orica Australia Pty. Ltd.
- Simpson Spence & Young - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Wood Mackenzie - Singapore
- Maharashtra Electricity Regulatory Commission - India
- Edison Trading Spa - Italy
- Coalindo Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Thiess Contractors Indonesia
- Vizag Seaport Private Limited - India
- Kaltim Prima Coal - Indonesia
- Jaiprakash Power Ventures ltd
- Kobexindo Tractors - Indoneisa
- Chamber of Mines of South Africa
- Essar Steel Hazira Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Tata Chemicals Ltd - India
- Ministry of Mines - Canada
- Central Java Power - Indonesia
- LBH Netherlands Bv - Netherlands
- Coastal Gujarat Power Limited - India
- South Luzon Thermal Energy Corporation
- Billiton Holdings Pty Ltd - Australia
- Posco Energy - South Korea
- Ceylon Electricity Board - Sri Lanka
- Merrill Lynch Commodities Europe
- Banpu Public Company Limited - Thailand
- Ind-Barath Power Infra Limited - India
- Oldendorff Carriers - Singapore
- Interocean Group of Companies - India
- Uttam Galva Steels Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Krishnapatnam Port Company Ltd. - India
- Rashtriya Ispat Nigam Limited - India
- GN Power Mariveles Coal Plant, Philippines
- MS Steel International - UAE
- Parry Sugars Refinery, India
- Altura Mining Limited, Indonesia
- Mjunction Services Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Therma Luzon, Inc, Philippines
- Economic Council, Georgia
- Aditya Birla Group - India
- Star Paper Mills Limited - India
- ICICI Bank Limited - India
- OPG Power Generation Pvt Ltd - India
- Deloitte Consulting - India
- Latin American Coal - Colombia
- Holcim Trading Pte Ltd - Singapore
- Toyota Tsusho Corporation, Japan
- Bhoruka Overseas - Indonesia
- Indika Energy - Indonesia
- Mintek Dendrill Indonesia
- Australian Commodity Traders Exchange
- ASAPP Information Group - India
- Gujarat Sidhee Cement - India
- Metalloyd Limited - United Kingdom
- Agrawal Coal Company - India
- Bulk Trading Sa - Switzerland
- Marubeni Corporation - India
- Romanian Commodities Exchange
- European Bulk Services B.V. - Netherlands
- Globalindo Alam Lestari - Indonesia
- Kepco SPC Power Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Pendopo Energi Batubara - Indonesia
- Heidelberg Cement - Germany
- Barasentosa Lestari - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- PowerSource Philippines DevCo
- Vijayanagar Sugar Pvt Ltd - India
- Bukit Makmur.PT - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Savvy Resources Ltd - HongKong
- Goldman Sachs - Singapore
- Global Green Power PLC Corporation, Philippines
- White Energy Company Limited
- TeaM Sual Corporation - Philippines
- Vedanta Resources Plc - India
- Sree Jayajothi Cements Limited - India
- Kideco Jaya Agung - Indonesia
- Antam Resourcindo - Indonesia
- GMR Energy Limited - India
- Siam City Cement - Thailand
- GAC Shipping (India) Pvt Ltd
- Baramulti Group, Indonesia
- Sinarmas Energy and Mining - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Global Business Power Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Bayan Resources Tbk. - Indonesia
- Eastern Energy - Thailand
- PetroVietnam Power Coal Import and Supply Company
- Energy Link Ltd, New Zealand
- Intertek Mineral Services - Indonesia
- Semirara Mining Corp, Philippines
- Meralco Power Generation, Philippines
- Ministry of Finance - Indonesia
- Kumho Petrochemical, South Korea
- Australian Coal Association
- Port Waratah Coal Services - Australia
- Chettinad Cement Corporation Ltd - India
- Singapore Mercantile Exchange
- Alfred C Toepfer International GmbH - Germany
- Miang Besar Coal Terminal - Indonesia
- San Jose City I Power Corp, Philippines
- Mercator Lines Limited - India
- Eastern Coal Council - USA
- Binh Thuan Hamico - Vietnam
- Sakthi Sugars Limited - India
- Videocon Industries ltd - India
- Ministry of Transport, Egypt
- SMG Consultants - Indonesia
- Indian Energy Exchange, India
- Formosa Plastics Group - Taiwan
- Trasteel International SA, Italy
- Indo Tambangraya Megah - Indonesia
- Lanco Infratech Ltd - India
- Electricity Generating Authority of Thailand
- Gujarat Mineral Development Corp Ltd - India
- PNOC Exploration Corporation - Philippines
- Wilmar Investment Holdings
- PTC India Limited - India
- McConnell Dowell - Australia
- IEA Clean Coal Centre - UK
- Bhushan Steel Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bharathi Cement Corporation - India
- Grasim Industreis Ltd - India
- Dalmia Cement Bharat India
- Georgia Ports Authority, United States
- Karaikal Port Pvt Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- New Zealand Coal & Carbon
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