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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, 23 January 20
AFRICAN POWER PLATFORM PUBLISHES REPORTS ON POWER SECTOR FRAMEWORK FOR SELECTED AFRICAN COUNTRIES
Press Release: African Power Platform publishes Reports on Power Sector Framework for selected African Countries
With the repo ...
Thursday, 23 January 20
COAL-BASED ELECTRICITY GENERATION SURGES 95% IN 2019 - PROFIT PAKISTAN TODAY
Coal-based power generation jumped 94.5 percent to 2,030 Gigawatt hours (GWh) in the year to November 2019, taking its share in the country’s ...
Wednesday, 22 January 20
INDIA: COAL PRODUCTION FROM CAPTIVE MINES RAISES 24% OUTPUT IN APRIL TO DECEMBER - FINANCIAL EXPRESS
Coal production from captive mines in the first nine months of the ongoing financial year was up 24% year-on-year (y-o-y) at 40.93 million tonne (M ...
Wednesday, 22 January 20
SHIPPING MARKET INSIGHT - INTERMODAL
It seems that we are finally seeing whitish smoke as far as the trade feud between the US and China is concerned, while following this much anticip ...
Tuesday, 21 January 20
IRON ORE - 5 THINGS TO WATCH IN 2020 - WOOD MACKENZIE
Wood Mackenzie identifies five trends that will impact the iron ore industry.
Slower demand growth (especially in China) and a decen ...
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- Binh Thuan Hamico - Vietnam
- Globalindo Alam Lestari - Indonesia
- Renaissance Capital - South Africa
- TNB Fuel Sdn Bhd - Malaysia
- Sarangani Energy Corporation, Philippines
- Madhucon Powers Ltd - India
- MS Steel International - UAE
- Anglo American - United Kingdom
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- International Coal Ventures Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Goldman Sachs - Singapore
- Mercuria Energy - Indonesia
- Sical Logistics Limited - India
- Kumho Petrochemical, South Korea
- Meralco Power Generation, Philippines
- Chettinad Cement Corporation Ltd - India
- Metalloyd Limited - United Kingdom
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- Krishnapatnam Port Company Ltd. - India
- Cigading International Bulk Terminal - Indonesia
- Electricity Authority, New Zealand
- PTC India Limited - India
- Merrill Lynch Commodities Europe
- Kobexindo Tractors - Indoneisa
- Thai Mozambique Logistica
- Dalmia Cement Bharat India
- Kepco SPC Power Corporation, Philippines
- Interocean Group of Companies - India
- India Bulls Power Limited - India
- Minerals Council of Australia
- Semirara Mining and Power Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Banpu Public Company Limited - Thailand
- Savvy Resources Ltd - HongKong
- Trasteel International SA, Italy
- Bukit Asam (Persero) Tbk - Indonesia
- Bukit Makmur.PT - Indonesia
- Eastern Energy - Thailand
- Bulk Trading Sa - Switzerland
- Simpson Spence & Young - Indonesia
- Maheswari Brothers Coal Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Aboitiz Power Corporation - Philippines
- Ceylon Electricity Board - Sri Lanka
- Barasentosa Lestari - Indonesia
- Edison Trading Spa - Italy
- Global Coal Blending Company Limited - Australia
- CIMB Investment Bank - Malaysia
- The University of Queensland
- New Zealand Coal & Carbon
- Kideco Jaya Agung - Indonesia
- Standard Chartered Bank - UAE
- Tamil Nadu electricity Board
- Deloitte Consulting - India
- Parliament of New Zealand
- Vijayanagar Sugar Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Iligan Light & Power Inc, Philippines
- GVK Power & Infra Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Intertek Mineral Services - Indonesia
- PowerSource Philippines DevCo
- VISA Power Limited - India
- Mjunction Services Limited - India
- The State Trading Corporation of India Ltd
- Heidelberg Cement - Germany
- Manunggal Multi Energi - Indonesia
- Grasim Industreis Ltd - India
- TeaM Sual Corporation - Philippines
- Bukit Baiduri Energy - Indonesia
- Toyota Tsusho Corporation, Japan
- Essar Steel Hazira Ltd - India
- Commonwealth Bank - Australia
- LBH Netherlands Bv - Netherlands
- Asmin Koalindo Tuhup - Indonesia
- GAC Shipping (India) Pvt Ltd
- Kaltim Prima Coal - Indonesia
- Central Electricity Authority - India
- Ministry of Finance - Indonesia
- Wilmar Investment Holdings
- Malabar Cements Ltd - India
- Central Java Power - Indonesia
- Ambuja Cements Ltd - India
- Gujarat Sidhee Cement - India
- Agrawal Coal Company - India
- Orica Mining Services - Indonesia
- Indo Tambangraya Megah - Indonesia
- Energy Link Ltd, New Zealand
- Miang Besar Coal Terminal - Indonesia
- Vedanta Resources Plc - India
- Mercator Lines Limited - India
- Independent Power Producers Association of India
- Georgia Ports Authority, United States
- Sinarmas Energy and Mining - Indonesia
- Marubeni Corporation - India
- Xindia Steels Limited - India
- Alfred C Toepfer International GmbH - Germany
- Samtan Co., Ltd - South Korea
- Salva Resources Pvt Ltd - India
- The Treasury - Australian Government
- Posco Energy - South Korea
- Sakthi Sugars Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Australian Coal Association
- Parry Sugars Refinery, India
- Straits Asia Resources Limited - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- PNOC Exploration Corporation - Philippines
- Price Waterhouse Coopers - Russia
- Africa Commodities Group - South Africa
- White Energy Company Limited
- Larsen & Toubro Limited - India
- Power Finance Corporation Ltd., India
- Jorong Barutama Greston.PT - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Economic Council, Georgia
- Pendopo Energi Batubara - Indonesia
- Karaikal Port Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Eastern Coal Council - USA
- Coal and Oil Company - UAE
- Bhoruka Overseas - Indonesia
- Indika Energy - Indonesia
- ASAPP Information Group - India
- Antam Resourcindo - Indonesia
- Thiess Contractors Indonesia
- Chamber of Mines of South Africa
- GMR Energy Limited - India
- Rashtriya Ispat Nigam Limited - India
- Australian Commodity Traders Exchange
- Bayan Resources Tbk. - Indonesia
- Semirara Mining Corp, Philippines
- Indogreen Group - Indonesia
- Romanian Commodities Exchange
- CNBM International Corporation - China
- Jaiprakash Power Ventures ltd
- Sree Jayajothi Cements Limited - India
- Star Paper Mills Limited - India
- Billiton Holdings Pty Ltd - Australia
- Cement Manufacturers Association - India
- SMC Global Power, Philippines
- Global Business Power Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Bhatia International Limited - India
- SMG Consultants - Indonesia
- Uttam Galva Steels Limited - India
- SN Aboitiz Power Inc, Philippines
- Formosa Plastics Group - Taiwan
- Aditya Birla Group - India
- ICICI Bank Limited - India
- Siam City Cement - Thailand
- McConnell Dowell - Australia
- Oldendorff Carriers - Singapore
- Petron Corporation, Philippines
- Coalindo Energy - Indonesia
- Wood Mackenzie - Singapore
- Singapore Mercantile Exchange
- Bhushan Steel Limited - India
- Energy Development Corp, Philippines
- Electricity Generating Authority of Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ministry of Transport, Egypt
- Lanco Infratech Ltd - India
- Indian Energy Exchange, India
- GN Power Mariveles Coal Plant, Philippines
- Directorate Of Revenue Intelligence - India
- Altura Mining Limited, Indonesia
- Latin American Coal - Colombia
- IEA Clean Coal Centre - UK
- Port Waratah Coal Services - Australia
- Vizag Seaport Private Limited - India
- Riau Bara Harum - Indonesia
- Indian Oil Corporation Limited
- Jindal Steel & Power Ltd - India
- Global Green Power PLC Corporation, Philippines
- OPG Power Generation Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Siam City Cement PLC, Thailand
- Indonesian Coal Mining Association
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sojitz Corporation - Japan
- Gujarat Electricity Regulatory Commission - India
- Orica Australia Pty. Ltd.
- Carbofer General Trading SA - India
- Planning Commission, India
- South Luzon Thermal Energy Corporation
- Videocon Industries ltd - India
- Baramulti Group, Indonesia
- European Bulk Services B.V. - Netherlands
- London Commodity Brokers - England
- Karbindo Abesyapradhi - Indoneisa
- Kapuas Tunggal Persada - Indonesia
- Tata Chemicals Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Attock Cement Pakistan Limited
- IHS Mccloskey Coal Group - USA
- Pipit Mutiara Jaya. PT, Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Mintek Dendrill Indonesia
- Bharathi Cement Corporation - India
- Coastal Gujarat Power Limited - India
- Bangladesh Power Developement Board
- Timah Investasi Mineral - Indoneisa
- Kalimantan Lumbung Energi - Indonesia
- Kartika Selabumi Mining - Indonesia
- Medco Energi Mining Internasional
- Makarim & Taira - Indonesia
- Ind-Barath Power Infra Limited - India
- Ministry of Mines - Canada
- Rio Tinto Coal - Australia
- Borneo Indobara - Indonesia
- Therma Luzon, Inc, Philippines
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