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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, 27 September 19
LOWDOWN ON INCOTERMS 2020 OVERHAUL - BALTIC EXCHANGE
KNOWLEDGE TO ELEVATE
This ninth revision of Incoterms is changed in style and substance. The revisions improve certain aspects of Incoterms 20 ...
Thursday, 26 September 19
INDIA INCREASES ITS ANNUAL COAL PRODUCTION BY 2.7% PER YEAR FROM 850 MILLION SHORT TONS IN 2018 TO 2 BILLION SHORT TONS BY 2050 - EIA
Worldwide coal production holds steady at about 8 billion short tons, or 160 quadrillion British thermal units (Btu), per year through 2040. Inc ...
Wednesday, 25 September 19
SHIPPING MARKET INSIGHT - INTERMODAL
In the past five months there has been significant activity in the asset market with the dry bulk segment being by far the most volatile in terms o ...
Tuesday, 24 September 19
9TH ANNUAL SUPPLY CHAIN INNOVATION SUMMIT 2019 ASIA PACIFIC
Summit: 9th Annual Supply Chain Innovation Summit 2019 Asia Pacific
Host: Ace Events
Website: http: ...
Monday, 23 September 19
SUPRAMAX: THE ASIAN ARENA IT WAS A SLOW START, BUT DEMAND INCREASED AS THE WEEK WENT ON - BALTIC BRIEFING
Capesize
The market trended down over this past week, breaking the market out of its upward trending range. While the market traded sideways at ...
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- Indian Oil Corporation Limited
- Port Waratah Coal Services - Australia
- Sojitz Corporation - Japan
- Kartika Selabumi Mining - Indonesia
- Bhatia International Limited - India
- Bhushan Steel Limited - India
- Kaltim Prima Coal - Indonesia
- European Bulk Services B.V. - Netherlands
- Singapore Mercantile Exchange
- Heidelberg Cement - Germany
- Asmin Koalindo Tuhup - Indonesia
- Essar Steel Hazira Ltd - India
- Energy Development Corp, Philippines
- The State Trading Corporation of India Ltd
- Indika Energy - Indonesia
- Savvy Resources Ltd - HongKong
- Anglo American - United Kingdom
- Pendopo Energi Batubara - Indonesia
- Maheswari Brothers Coal Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Vizag Seaport Private Limited - India
- Deloitte Consulting - India
- Grasim Industreis Ltd - India
- PowerSource Philippines DevCo
- Carbofer General Trading SA - India
- Ministry of Transport, Egypt
- Indo Tambangraya Megah - Indonesia
- Trasteel International SA, Italy
- PNOC Exploration Corporation - Philippines
- Meralco Power Generation, Philippines
- Kobexindo Tractors - Indoneisa
- Karaikal Port Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sakthi Sugars Limited - India
- Mintek Dendrill Indonesia
- Parliament of New Zealand
- Borneo Indobara - Indonesia
- Barasentosa Lestari - Indonesia
- Bhoruka Overseas - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Mercuria Energy - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Baramulti Group, Indonesia
- ASAPP Information Group - India
- Metalloyd Limited - United Kingdom
- London Commodity Brokers - England
- Directorate Of Revenue Intelligence - India
- Therma Luzon, Inc, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Maharashtra Electricity Regulatory Commission - India
- Vijayanagar Sugar Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Global Green Power PLC Corporation, Philippines
- Antam Resourcindo - Indonesia
- Agrawal Coal Company - India
- Rio Tinto Coal - Australia
- International Coal Ventures Pvt Ltd - India
- Energy Link Ltd, New Zealand
- Karbindo Abesyapradhi - Indoneisa
- Power Finance Corporation Ltd., India
- PTC India Limited - India
- Alfred C Toepfer International GmbH - Germany
- Miang Besar Coal Terminal - Indonesia
- Indian Energy Exchange, India
- Riau Bara Harum - Indonesia
- Marubeni Corporation - India
- Madhucon Powers Ltd - India
- ICICI Bank Limited - India
- Makarim & Taira - Indonesia
- South Luzon Thermal Energy Corporation
- Latin American Coal - Colombia
- CIMB Investment Bank - Malaysia
- Central Electricity Authority - India
- SMC Global Power, Philippines
- Samtan Co., Ltd - South Korea
- Bukit Makmur.PT - Indonesia
- Merrill Lynch Commodities Europe
- Sical Logistics Limited - India
- Bayan Resources Tbk. - Indonesia
- Simpson Spence & Young - Indonesia
- Goldman Sachs - Singapore
- Electricity Generating Authority of Thailand
- Siam City Cement PLC, Thailand
- AsiaOL BioFuels Corp., Philippines
- IEA Clean Coal Centre - UK
- Altura Mining Limited, Indonesia
- Romanian Commodities Exchange
- Economic Council, Georgia
- Kideco Jaya Agung - Indonesia
- Globalindo Alam Lestari - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Electricity Authority, New Zealand
- Orica Mining Services - Indonesia
- Ministry of Mines - Canada
- Straits Asia Resources Limited - Singapore
- Interocean Group of Companies - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- TeaM Sual Corporation - Philippines
- Jorong Barutama Greston.PT - Indonesia
- Intertek Mineral Services - Indonesia
- Minerals Council of Australia
- Malabar Cements Ltd - India
- VISA Power Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Siam City Cement - Thailand
- Semirara Mining and Power Corporation, Philippines
- Standard Chartered Bank - UAE
- India Bulls Power Limited - India
- Medco Energi Mining Internasional
- MS Steel International - UAE
- Binh Thuan Hamico - Vietnam
- Edison Trading Spa - Italy
- Banpu Public Company Limited - Thailand
- Petrochimia International Co. Ltd.- Taiwan
- IHS Mccloskey Coal Group - USA
- Mercator Lines Limited - India
- The Treasury - Australian Government
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bukit Baiduri Energy - Indonesia
- Chettinad Cement Corporation Ltd - India
- The University of Queensland
- Petron Corporation, Philippines
- New Zealand Coal & Carbon
- White Energy Company Limited
- Krishnapatnam Port Company Ltd. - India
- Star Paper Mills Limited - India
- GAC Shipping (India) Pvt Ltd
- Chamber of Mines of South Africa
- Bharathi Cement Corporation - India
- GVK Power & Infra Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Posco Energy - South Korea
- Commonwealth Bank - Australia
- Ind-Barath Power Infra Limited - India
- Oldendorff Carriers - Singapore
- Meenaskhi Energy Private Limited - India
- Independent Power Producers Association of India
- Iligan Light & Power Inc, Philippines
- Sindya Power Generating Company Private Ltd
- Price Waterhouse Coopers - Russia
- Australian Commodity Traders Exchange
- CNBM International Corporation - China
- Mjunction Services Limited - India
- Sarangani Energy Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Thai Mozambique Logistica
- GMR Energy Limited - India
- Larsen & Toubro Limited - India
- Sinarmas Energy and Mining - Indonesia
- Wood Mackenzie - Singapore
- Planning Commission, India
- Kalimantan Lumbung Energi - Indonesia
- Tamil Nadu electricity Board
- OPG Power Generation Pvt Ltd - India
- Wilmar Investment Holdings
- Bulk Trading Sa - Switzerland
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Cement Manufacturers Association - India
- Australian Coal Association
- Aboitiz Power Corporation - Philippines
- Renaissance Capital - South Africa
- Tata Chemicals Ltd - India
- Georgia Ports Authority, United States
- Thiess Contractors Indonesia
- Eastern Coal Council - USA
- Ceylon Electricity Board - Sri Lanka
- Coastal Gujarat Power Limited - India
- SN Aboitiz Power Inc, Philippines
- Videocon Industries ltd - India
- Holcim Trading Pte Ltd - Singapore
- Formosa Plastics Group - Taiwan
- Xindia Steels Limited - India
- LBH Netherlands Bv - Netherlands
- Uttam Galva Steels Limited - India
- Africa Commodities Group - South Africa
- Kapuas Tunggal Persada - Indonesia
- SMG Consultants - Indonesia
- Orica Australia Pty. Ltd.
- Central Java Power - Indonesia
- Timah Investasi Mineral - Indoneisa
- Global Business Power Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- San Jose City I Power Corp, Philippines
- Coalindo Energy - Indonesia
- Vedanta Resources Plc - India
- Billiton Holdings Pty Ltd - Australia
- Neyveli Lignite Corporation Ltd, - India
- McConnell Dowell - Australia
- Dalmia Cement Bharat India
- Directorate General of MIneral and Coal - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Indonesian Coal Mining Association
- Global Coal Blending Company Limited - Australia
- Jaiprakash Power Ventures ltd
- Jindal Steel & Power Ltd - India
- Semirara Mining Corp, Philippines
- Manunggal Multi Energi - Indonesia
- Bangladesh Power Developement Board
- Parry Sugars Refinery, India
- Ambuja Cements Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Sree Jayajothi Cements Limited - India
- Indogreen Group - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Lanco Infratech Ltd - India
- Attock Cement Pakistan Limited
- Coal and Oil Company - UAE
- Ministry of Finance - Indonesia
- Aditya Birla Group - India
- Gujarat Sidhee Cement - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Eastern Energy - Thailand
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