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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, 18 March 20
SHIPPING MARKET INSIGHT - INTERMODAL
Despite we all knew about the Covid-19 weeks ago, few could realize the size of the thread until the last few days. The examples of China and Italy ...
Tuesday, 17 March 20
IT IS NOW UNQUESTIONABLE THAT 2020 WILL BE A MILESTONE YEAR FOR THE OIL MARKET, AS WELL AS THE WHOLE GLOBAL ECONOMY - ALLIED
It is now unquestionable that 2020 will be a milestone year for the oil market, as well as the whole global economy. The impact from the COVID-19 o ...
Tuesday, 17 March 20
PRELIMINARY FIELD EXPERIENCES ON THE EFFECTS OF LSFO AND VLSFO ON CYLINDER CONDITION - HANS JENSEN LUBRICATORS
It is now more than two months since the 0.5% sulphur cap entered into force, which have affected the operation of more than 70,000 vessels. As ant ...
Monday, 16 March 20
ULTRAMAX: S8 INDONESIA-INDIA AND S10 INDONESIA-CHINA ROUTES BOTH POSTED GAINS OF $1,412, AND $1,289 ON THE WEEK, TO CLOSE AT $5,575, AND $6,089 RESPECTIVELY - BALTIC BRIEFING
Capesize
The Capesize market came to work on Monday, with little expectation, or confidence, that the days ahead were going to bring anything o ...
Sunday, 15 March 20
CAPTIVE COAL OUTPUT RISES 19% IN APRIL-FEBRUARY - FINANCIAL EXPRESS
Coal production from captive mines in the first eleven months of the ongoing fiscal have increased by 18.8% year-on-year (y-o-y) to 51.7 million to ...
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- Ambuja Cements Ltd - India
- Port Waratah Coal Services - Australia
- Straits Asia Resources Limited - Singapore
- Cement Manufacturers Association - India
- Intertek Mineral Services - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Savvy Resources Ltd - HongKong
- Mercuria Energy - Indonesia
- PNOC Exploration Corporation - Philippines
- Eastern Coal Council - USA
- Mjunction Services Limited - India
- Deloitte Consulting - India
- Kobexindo Tractors - Indoneisa
- Meenaskhi Energy Private Limited - India
- VISA Power Limited - India
- ASAPP Information Group - India
- Videocon Industries ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Standard Chartered Bank - UAE
- Indika Energy - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Indo Tambangraya Megah - Indonesia
- OPG Power Generation Pvt Ltd - India
- India Bulls Power Limited - India
- Vedanta Resources Plc - India
- Posco Energy - South Korea
- Eastern Energy - Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Maheswari Brothers Coal Limited - India
- AsiaOL BioFuels Corp., Philippines
- Bhatia International Limited - India
- Renaissance Capital - South Africa
- Neyveli Lignite Corporation Ltd, - India
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- Indian Oil Corporation Limited
- Agrawal Coal Company - India
- Malabar Cements Ltd - India
- CNBM International Corporation - China
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GVK Power & Infra Limited - India
- South Luzon Thermal Energy Corporation
- Ministry of Finance - Indonesia
- Goldman Sachs - Singapore
- Gujarat Electricity Regulatory Commission - India
- GN Power Mariveles Coal Plant, Philippines
- McConnell Dowell - Australia
- Metalloyd Limited - United Kingdom
- Baramulti Group, Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- MS Steel International - UAE
- White Energy Company Limited
- Africa Commodities Group - South Africa
- Barasentosa Lestari - Indonesia
- SMC Global Power, Philippines
- Billiton Holdings Pty Ltd - Australia
- Essar Steel Hazira Ltd - India
- Bangladesh Power Developement Board
- Bukit Baiduri Energy - Indonesia
- Mercator Lines Limited - India
- Toyota Tsusho Corporation, Japan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Edison Trading Spa - Italy
- Simpson Spence & Young - Indonesia
- Bukit Makmur.PT - Indonesia
- PowerSource Philippines DevCo
- Merrill Lynch Commodities Europe
- Global Coal Blending Company Limited - Australia
- Bulk Trading Sa - Switzerland
- Karaikal Port Pvt Ltd - India
- Aditya Birla Group - India
- CIMB Investment Bank - Malaysia
- Kumho Petrochemical, South Korea
- Lanco Infratech Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Gujarat Mineral Development Corp Ltd - India
- Central Electricity Authority - India
- Alfred C Toepfer International GmbH - Germany
- IHS Mccloskey Coal Group - USA
- Bahari Cakrawala Sebuku - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Wilmar Investment Holdings
- Grasim Industreis Ltd - India
- Ministry of Mines - Canada
- London Commodity Brokers - England
- Xindia Steels Limited - India
- Romanian Commodities Exchange
- Therma Luzon, Inc, Philippines
- Bhushan Steel Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Binh Thuan Hamico - Vietnam
- Altura Mining Limited, Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Parliament of New Zealand
- Star Paper Mills Limited - India
- Trasteel International SA, Italy
- Uttam Galva Steels Limited - India
- Aboitiz Power Corporation - Philippines
- Energy Link Ltd, New Zealand
- Thai Mozambique Logistica
- Singapore Mercantile Exchange
- Miang Besar Coal Terminal - Indonesia
- Australian Coal Association
- Banpu Public Company Limited - Thailand
- Commonwealth Bank - Australia
- Orica Mining Services - Indonesia
- San Jose City I Power Corp, Philippines
- Sarangani Energy Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Wood Mackenzie - Singapore
- Siam City Cement PLC, Thailand
- Electricity Generating Authority of Thailand
- Attock Cement Pakistan Limited
- Semirara Mining and Power Corporation, Philippines
- Minerals Council of Australia
- Orica Australia Pty. Ltd.
- SMG Consultants - Indonesia
- International Coal Ventures Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- European Bulk Services B.V. - Netherlands
- Ministry of Transport, Egypt
- Electricity Authority, New Zealand
- Directorate Of Revenue Intelligence - India
- Bharathi Cement Corporation - India
- Oldendorff Carriers - Singapore
- Sree Jayajothi Cements Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Central Java Power - Indonesia
- Global Business Power Corporation, Philippines
- Riau Bara Harum - Indonesia
- Sical Logistics Limited - India
- Ind-Barath Power Infra Limited - India
- Thiess Contractors Indonesia
- Tata Chemicals Ltd - India
- Mintek Dendrill Indonesia
- Latin American Coal - Colombia
- Interocean Group of Companies - India
- Gujarat Sidhee Cement - India
- Krishnapatnam Port Company Ltd. - India
- Planning Commission, India
- Sindya Power Generating Company Private Ltd
- PTC India Limited - India
- Indian Energy Exchange, India
- TeaM Sual Corporation - Philippines
- Leighton Contractors Pty Ltd - Australia
- Iligan Light & Power Inc, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- LBH Netherlands Bv - Netherlands
- Globalindo Alam Lestari - Indonesia
- Marubeni Corporation - India
- Pendopo Energi Batubara - Indonesia
- Bayan Resources Tbk. - Indonesia
- Jaiprakash Power Ventures ltd
- The Treasury - Australian Government
- Kapuas Tunggal Persada - Indonesia
- Bhoruka Overseas - Indonesia
- The State Trading Corporation of India Ltd
- Carbofer General Trading SA - India
- Kohat Cement Company Ltd. - Pakistan
- Georgia Ports Authority, United States
- Manunggal Multi Energi - Indonesia
- Parry Sugars Refinery, India
- Jindal Steel & Power Ltd - India
- SN Aboitiz Power Inc, Philippines
- Tamil Nadu electricity Board
- Medco Energi Mining Internasional
- Coastal Gujarat Power Limited - India
- Salva Resources Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Independent Power Producers Association of India
- Australian Commodity Traders Exchange
- Kaltim Prima Coal - Indonesia
- GAC Shipping (India) Pvt Ltd
- Semirara Mining Corp, Philippines
- Cigading International Bulk Terminal - Indonesia
- Kartika Selabumi Mining - Indonesia
- Rio Tinto Coal - Australia
- TNB Fuel Sdn Bhd - Malaysia
- Dalmia Cement Bharat India
- Madhucon Powers Ltd - India
- Economic Council, Georgia
- Petron Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Energy Development Corp, Philippines
- Borneo Indobara - Indonesia
- Makarim & Taira - Indonesia
- ICICI Bank Limited - India
- IEA Clean Coal Centre - UK
- Sinarmas Energy and Mining - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Anglo American - United Kingdom
- Samtan Co., Ltd - South Korea
- Ceylon Electricity Board - Sri Lanka
- The University of Queensland
- Kepco SPC Power Corporation, Philippines
- Indogreen Group - Indonesia
- New Zealand Coal & Carbon
- Coalindo Energy - Indonesia
- Price Waterhouse Coopers - Russia
- Indonesian Coal Mining Association
- Formosa Plastics Group - Taiwan
- Meralco Power Generation, Philippines
- Chamber of Mines of South Africa
- Sojitz Corporation - Japan
- Timah Investasi Mineral - Indoneisa
- Larsen & Toubro Limited - India
- Siam City Cement - Thailand
- Asmin Koalindo Tuhup - Indonesia
- Antam Resourcindo - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Global Green Power PLC Corporation, Philippines
- Power Finance Corporation Ltd., India
- Heidelberg Cement - Germany
- GMR Energy Limited - India
- Coal and Oil Company - UAE
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