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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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Thursday, 06 February 20
CHINESE DEMAND KEY UNCERTAINTY FOR SEABORNE COAL MARKET IN 2020 - THE BRICS POST
Coal trader Noble Resources head of research Rodrigo Echeverri Cardozo had penciled in a 3 Mt drop in Chinese import demand for 2020, but it could ...
Wednesday, 05 February 20
CORONAVIRUS AND THE SHIPPING INDUSTRY - WATSON, FARLEY & WILLIAMS
The continued spread of Coronavirus and governmental measures to minimise the impact is likely to affect the shipping industry and supply chain.
...
Wednesday, 05 February 20
INDONESIA'S COAL PRICE REFERENCE UP 1.46% IN FEBRUARY
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised up the benchmark price of Indonesian thermal co ...
Wednesday, 05 February 20
MARKET INSIGHT - INTERMODAL
The oil and gas industry benefitted from a strong and solid ground in the previous year. We witnessed a slow but steady increase in bunker’s ...
Wednesday, 05 February 20
RUSSIA EXPORTED 28.6 MLN TONNES OF LNG IN 2019 - REFINITIV
A lot of attention has been paid recently on the surge in LNG exports from the United States. However, another country which is seeing truly expone ...
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- Globalindo Alam Lestari - Indonesia
- Coalindo Energy - Indonesia
- Indogreen Group - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Bayan Resources Tbk. - Indonesia
- Kaltim Prima Coal - Indonesia
- Larsen & Toubro Limited - India
- SMG Consultants - Indonesia
- Marubeni Corporation - India
- Pipit Mutiara Jaya. PT, Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Sakthi Sugars Limited - India
- Petron Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Eastern Energy - Thailand
- Intertek Mineral Services - Indonesia
- Interocean Group of Companies - India
- Cement Manufacturers Association - India
- Aditya Birla Group - India
- Leighton Contractors Pty Ltd - Australia
- India Bulls Power Limited - India
- CIMB Investment Bank - Malaysia
- Commonwealth Bank - Australia
- Energy Link Ltd, New Zealand
- GN Power Mariveles Coal Plant, Philippines
- White Energy Company Limited
- PowerSource Philippines DevCo
- Directorate Of Revenue Intelligence - India
- Timah Investasi Mineral - Indoneisa
- Mintek Dendrill Indonesia
- Indian Energy Exchange, India
- Formosa Plastics Group - Taiwan
- Pendopo Energi Batubara - Indonesia
- Straits Asia Resources Limited - Singapore
- Latin American Coal - Colombia
- ICICI Bank Limited - India
- Barasentosa Lestari - Indonesia
- Trasteel International SA, Italy
- AsiaOL BioFuels Corp., Philippines
- European Bulk Services B.V. - Netherlands
- GAC Shipping (India) Pvt Ltd
- Sree Jayajothi Cements Limited - India
- Tamil Nadu electricity Board
- Ambuja Cements Ltd - India
- Independent Power Producers Association of India
- Romanian Commodities Exchange
- LBH Netherlands Bv - Netherlands
- Chamber of Mines of South Africa
- TeaM Sual Corporation - Philippines
- IHS Mccloskey Coal Group - USA
- Medco Energi Mining Internasional
- Toyota Tsusho Corporation, Japan
- Simpson Spence & Young - Indonesia
- Kideco Jaya Agung - Indonesia
- MS Steel International - UAE
- The Treasury - Australian Government
- Bhatia International Limited - India
- Global Green Power PLC Corporation, Philippines
- OPG Power Generation Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- Oldendorff Carriers - Singapore
- Krishnapatnam Port Company Ltd. - India
- Xindia Steels Limited - India
- Eastern Coal Council - USA
- Posco Energy - South Korea
- Samtan Co., Ltd - South Korea
- Miang Besar Coal Terminal - Indonesia
- Savvy Resources Ltd - HongKong
- Holcim Trading Pte Ltd - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- New Zealand Coal & Carbon
- Sojitz Corporation - Japan
- Africa Commodities Group - South Africa
- Grasim Industreis Ltd - India
- Semirara Mining Corp, Philippines
- Coal and Oil Company - UAE
- Kapuas Tunggal Persada - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Chettinad Cement Corporation Ltd - India
- Kumho Petrochemical, South Korea
- Altura Mining Limited, Indonesia
- Georgia Ports Authority, United States
- Semirara Mining and Power Corporation, Philippines
- Ministry of Finance - Indonesia
- Essar Steel Hazira Ltd - India
- Dalmia Cement Bharat India
- IEA Clean Coal Centre - UK
- Parry Sugars Refinery, India
- Economic Council, Georgia
- Minerals Council of Australia
- Bahari Cakrawala Sebuku - Indonesia
- Edison Trading Spa - Italy
- Sindya Power Generating Company Private Ltd
- Sical Logistics Limited - India
- Electricity Authority, New Zealand
- International Coal Ventures Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- VISA Power Limited - India
- Siam City Cement PLC, Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Agrawal Coal Company - India
- PetroVietnam Power Coal Import and Supply Company
- Jaiprakash Power Ventures ltd
- Price Waterhouse Coopers - Russia
- Madhucon Powers Ltd - India
- Heidelberg Cement - Germany
- Ceylon Electricity Board - Sri Lanka
- Bank of Tokyo Mitsubishi UFJ Ltd
- GMR Energy Limited - India
- Jindal Steel & Power Ltd - India
- Aboitiz Power Corporation - Philippines
- Riau Bara Harum - Indonesia
- Thai Mozambique Logistica
- SMC Global Power, Philippines
- Orica Australia Pty. Ltd.
- Mercator Lines Limited - India
- Sarangani Energy Corporation, Philippines
- Bhushan Steel Limited - India
- Malabar Cements Ltd - India
- Thiess Contractors Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Vedanta Resources Plc - India
- Anglo American - United Kingdom
- Power Finance Corporation Ltd., India
- Bharathi Cement Corporation - India
- Bukit Baiduri Energy - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Borneo Indobara - Indonesia
- Renaissance Capital - South Africa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Standard Chartered Bank - UAE
- Metalloyd Limited - United Kingdom
- Kobexindo Tractors - Indoneisa
- Lanco Infratech Ltd - India
- Meenaskhi Energy Private Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Indian Oil Corporation Limited
- Wilmar Investment Holdings
- Mjunction Services Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Carbofer General Trading SA - India
- Bhoruka Overseas - Indonesia
- Tata Chemicals Ltd - India
- Central Java Power - Indonesia
- CNBM International Corporation - China
- Gujarat Sidhee Cement - India
- Baramulti Group, Indonesia
- Deloitte Consulting - India
- Planning Commission, India
- Bangladesh Power Developement Board
- PTC India Limited - India
- Singapore Mercantile Exchange
- Bukit Makmur.PT - Indonesia
- Global Business Power Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Maheswari Brothers Coal Limited - India
- GVK Power & Infra Limited - India
- SN Aboitiz Power Inc, Philippines
- Manunggal Multi Energi - Indonesia
- The University of Queensland
- Makarim & Taira - Indonesia
- Goldman Sachs - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Coastal Gujarat Power Limited - India
- Salva Resources Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Attock Cement Pakistan Limited
- Ministry of Mines - Canada
- Ind-Barath Power Infra Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- London Commodity Brokers - England
- Alfred C Toepfer International GmbH - Germany
- Merrill Lynch Commodities Europe
- Wood Mackenzie - Singapore
- Maharashtra Electricity Regulatory Commission - India
- Jorong Barutama Greston.PT - Indonesia
- Central Electricity Authority - India
- Karaikal Port Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Energy Development Corp, Philippines
- Australian Coal Association
- Indo Tambangraya Megah - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Antam Resourcindo - Indonesia
- Videocon Industries ltd - India
- Rio Tinto Coal - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Indonesian Coal Mining Association
- Cigading International Bulk Terminal - Indonesia
- The State Trading Corporation of India Ltd
- Port Waratah Coal Services - Australia
- Parliament of New Zealand
- Iligan Light & Power Inc, Philippines
- Orica Mining Services - Indonesia
- Mercuria Energy - Indonesia
- Bulk Trading Sa - Switzerland
- San Jose City I Power Corp, Philippines
- Meralco Power Generation, Philippines
- ASAPP Information Group - India
- Electricity Generating Authority of Thailand
- Indika Energy - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Kepco SPC Power Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Kalimantan Lumbung Energi - Indonesia
- South Luzon Thermal Energy Corporation
- Australian Commodity Traders Exchange
- Asmin Koalindo Tuhup - Indonesia
- PNOC Exploration Corporation - Philippines
- Siam City Cement - Thailand
- Global Coal Blending Company Limited - Australia
- Ministry of Transport, Egypt
- Uttam Galva Steels Limited - India
- McConnell Dowell - Australia
- Star Paper Mills Limited - India
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