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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, 24 July 19
COAL'S DEMISE QUICKENS IN EUROPE AS MARKET SHIFT IDLES PLANTS - BLOOMBERG
Commodity markets are stripping away the case for coal in Europe, moving quicker than government efforts to close the most polluting power plants.
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Monday, 22 July 19
SUPRAMAX: THE ASIAN ARENA SAW INCREASED ACTIVITY AND STRONGER NUMBERS BEING CONCLUDED; INDONESIAN ROUNDS REMAINED FIRM - BALTIC BRIEFING
Capesize
Another week of gains as the Atlantic basin continues to be pressurised on tonnage and Brazilian cargoes keep up a steady flow. The Ca ...
Thursday, 18 July 19
WORLD TRADE IN HARD COAL ROSE BY 4.7% IN 2018 - GERMANY COAL IMPORTERS ASSOCIATION
World Trade in Hard Coal Rose by 4.7% in 2018
Hard Coal Can Prevent Stress in the Electric Power System in Germany
• Sharp decl ...
Wednesday, 17 July 19
MARKET INSIGHT - INTERMODAL
The Strait of Hormuz is one of the most important waterways in the world, connecting crude producers in the Middle East with key markets in the res ...
Tuesday, 16 July 19
KING COAL RULES IN JAPAN AS POWER UTILITIES IN THRALL TO LOW-COST FUEL - REUTERS
Japanese utilities will rely on the return of coal-fired power plants from maintenance to meet peak electricity demand this summer, highlighting th ...
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- Directorate Of Revenue Intelligence - India
- Sinarmas Energy and Mining - Indonesia
- Bhoruka Overseas - Indonesia
- European Bulk Services B.V. - Netherlands
- Wilmar Investment Holdings
- CIMB Investment Bank - Malaysia
- Parry Sugars Refinery, India
- Antam Resourcindo - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Bulk Trading Sa - Switzerland
- Semirara Mining Corp, Philippines
- Vedanta Resources Plc - India
- Goldman Sachs - Singapore
- GAC Shipping (India) Pvt Ltd
- Bukit Baiduri Energy - Indonesia
- Simpson Spence & Young - Indonesia
- Timah Investasi Mineral - Indoneisa
- Ministry of Mines - Canada
- Indian Energy Exchange, India
- Petron Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Renaissance Capital - South Africa
- Kapuas Tunggal Persada - Indonesia
- Pendopo Energi Batubara - Indonesia
- ASAPP Information Group - India
- Interocean Group of Companies - India
- Chamber of Mines of South Africa
- PetroVietnam Power Coal Import and Supply Company
- Indo Tambangraya Megah - Indonesia
- McConnell Dowell - Australia
- Semirara Mining and Power Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Ambuja Cements Ltd - India
- Power Finance Corporation Ltd., India
- Indogreen Group - Indonesia
- Siam City Cement PLC, Thailand
- AsiaOL BioFuels Corp., Philippines
- Electricity Authority, New Zealand
- Thiess Contractors Indonesia
- Indonesian Coal Mining Association
- GVK Power & Infra Limited - India
- VISA Power Limited - India
- Holcim Trading Pte Ltd - Singapore
- Mercuria Energy - Indonesia
- GMR Energy Limited - India
- CNBM International Corporation - China
- Indika Energy - Indonesia
- Star Paper Mills Limited - India
- Lanco Infratech Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Videocon Industries ltd - India
- Coal and Oil Company - UAE
- San Jose City I Power Corp, Philippines
- Oldendorff Carriers - Singapore
- Bangladesh Power Developement Board
- Wood Mackenzie - Singapore
- Merrill Lynch Commodities Europe
- Global Business Power Corporation, Philippines
- IEA Clean Coal Centre - UK
- Indian Oil Corporation Limited
- Independent Power Producers Association of India
- Port Waratah Coal Services - Australia
- Sical Logistics Limited - India
- ICICI Bank Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Borneo Indobara - Indonesia
- Aboitiz Power Corporation - Philippines
- Posco Energy - South Korea
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Vijayanagar Sugar Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- The University of Queensland
- Meenaskhi Energy Private Limited - India
- Coalindo Energy - Indonesia
- Planning Commission, India
- Baramulti Group, Indonesia
- Eastern Energy - Thailand
- Vizag Seaport Private Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Karbindo Abesyapradhi - Indoneisa
- SMG Consultants - Indonesia
- Rio Tinto Coal - Australia
- Petrochimia International Co. Ltd.- Taiwan
- Economic Council, Georgia
- Meralco Power Generation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Gujarat Sidhee Cement - India
- Straits Asia Resources Limited - Singapore
- Eastern Coal Council - USA
- Thai Mozambique Logistica
- Jindal Steel & Power Ltd - India
- Tamil Nadu electricity Board
- Orica Mining Services - Indonesia
- Bayan Resources Tbk. - Indonesia
- Bharathi Cement Corporation - India
- Mjunction Services Limited - India
- Cement Manufacturers Association - India
- Jaiprakash Power Ventures ltd
- Kumho Petrochemical, South Korea
- Tata Chemicals Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Central Electricity Authority - India
- Australian Commodity Traders Exchange
- Edison Trading Spa - Italy
- White Energy Company Limited
- Sarangani Energy Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Attock Cement Pakistan Limited
- Coastal Gujarat Power Limited - India
- Banpu Public Company Limited - Thailand
- Parliament of New Zealand
- Latin American Coal - Colombia
- Bukit Makmur.PT - Indonesia
- Samtan Co., Ltd - South Korea
- Riau Bara Harum - Indonesia
- Grasim Industreis Ltd - India
- Sree Jayajothi Cements Limited - India
- Leighton Contractors Pty Ltd - Australia
- Billiton Holdings Pty Ltd - Australia
- Marubeni Corporation - India
- London Commodity Brokers - England
- Gujarat Mineral Development Corp Ltd - India
- Electricity Generating Authority of Thailand
- Barasentosa Lestari - Indonesia
- Aditya Birla Group - India
- Sakthi Sugars Limited - India
- PTC India Limited - India
- Intertek Mineral Services - Indonesia
- Orica Australia Pty. Ltd.
- Jorong Barutama Greston.PT - Indonesia
- Georgia Ports Authority, United States
- MS Steel International - UAE
- Savvy Resources Ltd - HongKong
- The State Trading Corporation of India Ltd
- Formosa Plastics Group - Taiwan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kideco Jaya Agung - Indonesia
- Bhatia International Limited - India
- OPG Power Generation Pvt Ltd - India
- Malabar Cements Ltd - India
- Larsen & Toubro Limited - India
- Manunggal Multi Energi - Indonesia
- Makarim & Taira - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Asmin Koalindo Tuhup - Indonesia
- Price Waterhouse Coopers - Russia
- Global Coal Blending Company Limited - Australia
- Binh Thuan Hamico - Vietnam
- TeaM Sual Corporation - Philippines
- Neyveli Lignite Corporation Ltd, - India
- Sindya Power Generating Company Private Ltd
- LBH Netherlands Bv - Netherlands
- Kobexindo Tractors - Indoneisa
- Miang Besar Coal Terminal - Indonesia
- SMC Global Power, Philippines
- Heidelberg Cement - Germany
- Karaikal Port Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- Trasteel International SA, Italy
- Therma Luzon, Inc, Philippines
- Kartika Selabumi Mining - Indonesia
- Energy Link Ltd, New Zealand
- Agrawal Coal Company - India
- SN Aboitiz Power Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Singapore Mercantile Exchange
- New Zealand Coal & Carbon
- Maharashtra Electricity Regulatory Commission - India
- Sojitz Corporation - Japan
- Romanian Commodities Exchange
- Siam City Cement - Thailand
- Ministry of Transport, Egypt
- South Luzon Thermal Energy Corporation
- Kalimantan Lumbung Energi - Indonesia
- Global Green Power PLC Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- India Bulls Power Limited - India
- Kepco SPC Power Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- Madhucon Powers Ltd - India
- Commonwealth Bank - Australia
- Central Java Power - Indonesia
- Medco Energi Mining Internasional
- Dalmia Cement Bharat India
- Globalindo Alam Lestari - Indonesia
- Essar Steel Hazira Ltd - India
- Deloitte Consulting - India
- Carbofer General Trading SA - India
- Bhushan Steel Limited - India
- Krishnapatnam Port Company Ltd. - India
- Anglo American - United Kingdom
- GN Power Mariveles Coal Plant, Philippines
- PowerSource Philippines DevCo
- Xindia Steels Limited - India
- Africa Commodities Group - South Africa
- Ind-Barath Power Infra Limited - India
- IHS Mccloskey Coal Group - USA
- Kaltim Prima Coal - Indonesia
- Minerals Council of Australia
- Standard Chartered Bank - UAE
- Maheswari Brothers Coal Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Mintek Dendrill Indonesia
- PNOC Exploration Corporation - Philippines
- Ministry of Finance - Indonesia
- Energy Development Corp, Philippines
- The Treasury - Australian Government
- Mercator Lines Limited - India
- International Coal Ventures Pvt Ltd - India
- Uttam Galva Steels Limited - India
- Altura Mining Limited, Indonesia
- Australian Coal Association
- Ceylon Electricity Board - Sri Lanka
- Chettinad Cement Corporation Ltd - India
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