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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, 30 January 20
PRIVATE SECTOR COMPANIES SEEK 'LEVEL PLAYING FIELD' FOR COAL BLOCK AUCTION - PTI
Private sector companies scouting opportunities for commercial coal mining in the country are seeking a “level playing field” to encour ...
Thursday, 30 January 20
CAPE: WITH CHINESE NEW YEAR TAKING PLACE, THE RATES ARE REACHING FURTHER DISAPPOINTING LEVELS - FEARNLEYS
Cape
With Chinese New Year taking place, the rates are reaching further disappointing levels. Present TC average is below USD 4,500, off 24% fr ...
Wednesday, 29 January 20
INDONESIA REMAINS AT THE TOP SPOT IN 2019 AS THE LARGEST SUPPLIER OF COAL TO INDIA WITH 91.3 MLN TONNES - BANCHERO COSTA
Despite repeated promises from India’s government to reduce the country’s coal imports and increase domestic self-reliance, volumes jus ...
Wednesday, 29 January 20
MARKET INSIGHT - INTERMODAL
Last week Libya’s oil production operations were disrupted as it was reported that local Libyan tribes interrupted output at the the El Feel ...
Tuesday, 28 January 20
INDONESIA - UNCERTAINTY OVER AVAILABILITY OF LSFO - THE STANDARD CLUB
The club has received reports that low sulphur fuel is not currently readily available in all Indonesian ports and that there are local shortages.
...
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- Karbindo Abesyapradhi - Indoneisa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Manunggal Multi Energi - Indonesia
- GVK Power & Infra Limited - India
- Eastern Energy - Thailand
- Bhatia International Limited - India
- Siam City Cement - Thailand
- Agrawal Coal Company - India
- Pipit Mutiara Jaya. PT, Indonesia
- San Jose City I Power Corp, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Baramulti Group, Indonesia
- Star Paper Mills Limited - India
- Borneo Indobara - Indonesia
- Bhoruka Overseas - Indonesia
- Electricity Authority, New Zealand
- Holcim Trading Pte Ltd - Singapore
- South Luzon Thermal Energy Corporation
- New Zealand Coal & Carbon
- Indo Tambangraya Megah - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Latin American Coal - Colombia
- Chamber of Mines of South Africa
- Therma Luzon, Inc, Philippines
- Chettinad Cement Corporation Ltd - India
- Vedanta Resources Plc - India
- Metalloyd Limited - United Kingdom
- Kapuas Tunggal Persada - Indonesia
- Parliament of New Zealand
- Medco Energi Mining Internasional
- Planning Commission, India
- Anglo American - United Kingdom
- Directorate Of Revenue Intelligence - India
- Price Waterhouse Coopers - Russia
- Indian Oil Corporation Limited
- Bukit Baiduri Energy - Indonesia
- Singapore Mercantile Exchange
- Indogreen Group - Indonesia
- Edison Trading Spa - Italy
- Romanian Commodities Exchange
- Leighton Contractors Pty Ltd - Australia
- ICICI Bank Limited - India
- London Commodity Brokers - England
- Sakthi Sugars Limited - India
- Semirara Mining Corp, Philippines
- Mercator Lines Limited - India
- Independent Power Producers Association of India
- Heidelberg Cement - Germany
- Sree Jayajothi Cements Limited - India
- International Coal Ventures Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Interocean Group of Companies - India
- Gujarat Electricity Regulatory Commission - India
- Global Green Power PLC Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Petron Corporation, Philippines
- Renaissance Capital - South Africa
- Sojitz Corporation - Japan
- Wood Mackenzie - Singapore
- Energy Development Corp, Philippines
- Jorong Barutama Greston.PT - Indonesia
- ASAPP Information Group - India
- Cement Manufacturers Association - India
- GAC Shipping (India) Pvt Ltd
- Bahari Cakrawala Sebuku - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Samtan Co., Ltd - South Korea
- Bhushan Steel Limited - India
- Tamil Nadu electricity Board
- PNOC Exploration Corporation - Philippines
- Antam Resourcindo - Indonesia
- Central Java Power - Indonesia
- IHS Mccloskey Coal Group - USA
- PowerSource Philippines DevCo
- Bharathi Cement Corporation - India
- Essar Steel Hazira Ltd - India
- Commonwealth Bank - Australia
- White Energy Company Limited
- Uttam Galva Steels Limited - India
- Thai Mozambique Logistica
- Kobexindo Tractors - Indoneisa
- Grasim Industreis Ltd - India
- Ambuja Cements Ltd - India
- Jindal Steel & Power Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sical Logistics Limited - India
- Malabar Cements Ltd - India
- Dalmia Cement Bharat India
- Sinarmas Energy and Mining - Indonesia
- Bulk Trading Sa - Switzerland
- Globalindo Alam Lestari - Indonesia
- Indian Energy Exchange, India
- McConnell Dowell - Australia
- Port Waratah Coal Services - Australia
- Sarangani Energy Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Vizag Seaport Private Limited - India
- Minerals Council of Australia
- Miang Besar Coal Terminal - Indonesia
- Billiton Holdings Pty Ltd - Australia
- PetroVietnam Power Coal Import and Supply Company
- Kartika Selabumi Mining - Indonesia
- Bukit Makmur.PT - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Rio Tinto Coal - Australia
- Timah Investasi Mineral - Indoneisa
- Indika Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- Energy Link Ltd, New Zealand
- Carbofer General Trading SA - India
- IEA Clean Coal Centre - UK
- TNB Fuel Sdn Bhd - Malaysia
- SMC Global Power, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- India Bulls Power Limited - India
- Global Coal Blending Company Limited - Australia
- Deloitte Consulting - India
- Ministry of Mines - Canada
- Straits Asia Resources Limited - Singapore
- CIMB Investment Bank - Malaysia
- Ministry of Finance - Indonesia
- Electricity Generating Authority of Thailand
- Attock Cement Pakistan Limited
- Madhucon Powers Ltd - India
- Intertek Mineral Services - Indonesia
- The State Trading Corporation of India Ltd
- Standard Chartered Bank - UAE
- Kalimantan Lumbung Energi - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Altura Mining Limited, Indonesia
- Meenaskhi Energy Private Limited - India
- Australian Commodity Traders Exchange
- SN Aboitiz Power Inc, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Georgia Ports Authority, United States
- Eastern Coal Council - USA
- GN Power Mariveles Coal Plant, Philippines
- LBH Netherlands Bv - Netherlands
- Goldman Sachs - Singapore
- SMG Consultants - Indonesia
- Xindia Steels Limited - India
- Kideco Jaya Agung - Indonesia
- Thiess Contractors Indonesia
- Orica Australia Pty. Ltd.
- Alfred C Toepfer International GmbH - Germany
- Videocon Industries ltd - India
- Mintek Dendrill Indonesia
- Mercuria Energy - Indonesia
- PTC India Limited - India
- MS Steel International - UAE
- Marubeni Corporation - India
- Rashtriya Ispat Nigam Limited - India
- Merrill Lynch Commodities Europe
- Ind-Barath Power Infra Limited - India
- CNBM International Corporation - China
- Economic Council, Georgia
- Central Electricity Authority - India
- Wilmar Investment Holdings
- Coastal Gujarat Power Limited - India
- Siam City Cement PLC, Thailand
- Coalindo Energy - Indonesia
- The University of Queensland
- Sindya Power Generating Company Private Ltd
- Pendopo Energi Batubara - Indonesia
- Iligan Light & Power Inc, Philippines
- Bangladesh Power Developement Board
- Banpu Public Company Limited - Thailand
- Lanco Infratech Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- TeaM Sual Corporation - Philippines
- Maharashtra Electricity Regulatory Commission - India
- Australian Coal Association
- Jaiprakash Power Ventures ltd
- Power Finance Corporation Ltd., India
- AsiaOL BioFuels Corp., Philippines
- European Bulk Services B.V. - Netherlands
- Kaltim Prima Coal - Indonesia
- Mjunction Services Limited - India
- Trasteel International SA, Italy
- Makarim & Taira - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- The Treasury - Australian Government
- Indonesian Coal Mining Association
- Barasentosa Lestari - Indonesia
- Aditya Birla Group - India
- Binh Thuan Hamico - Vietnam
- Aboitiz Power Corporation - Philippines
- Kepco SPC Power Corporation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Gujarat Sidhee Cement - India
- Toyota Tsusho Corporation, Japan
- Meralco Power Generation, Philippines
- Maheswari Brothers Coal Limited - India
- OPG Power Generation Pvt Ltd - India
- Tata Chemicals Ltd - India
- Riau Bara Harum - Indonesia
- Savvy Resources Ltd - HongKong
- Posco Energy - South Korea
- VISA Power Limited - India
- Global Business Power Corporation, Philippines
- Parry Sugars Refinery, India
- Ministry of Transport, Egypt
- Oldendorff Carriers - Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- GMR Energy Limited - India
- Africa Commodities Group - South Africa
- Coal and Oil Company - UAE
- Salva Resources Pvt Ltd - India
- Orica Mining Services - Indonesia
- Bayan Resources Tbk. - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Formosa Plastics Group - Taiwan
- Simpson Spence & Young - Indonesia
- Larsen & Toubro Limited - India
- Krishnapatnam Port Company Ltd. - India
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