We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Monday, 08 April 19
CHEAP COAL SWELLS IN SOUTHEAST ASIA, FOILING GLOBAL GREEN PUSH - NIKKEI
Southeast Asian countries are turning to low-cost coal to satisfy their surging electricity demand as the West shies away from the fossil fuel unde ...
Monday, 08 April 19
SULPHUR 2020 - COUNTDOWN TO THE SWITCHOVER - LLOYD'S REGISTER
Sulphur 2020 (MARPOL Annex VI Reg. 14.1.3) is still dominating headlines and as we draw closer to the 1 January 2020 deadline it’s clear that ...
Monday, 08 April 19
INDONESIAN COAL PRICE REFERENCE PRICE PLUMMETS TO LOW NOT SEEN SINCE AUGUST 2017
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down the benchmark price of Indonesian thermal ...
Sunday, 07 April 19
SHIP PASSAGE PLANS - NO ROOM FOR ERROR! - WATSON FARLEY & WILLIAMS
KNOWLEDGE TO ELEVATE
The English High Court’s judgment in Alize 1954 v Allianz Elementar Versicherungs AG (The CMA CGM Libra) is an impo ...
Sunday, 07 April 19
IMO 2020: READY OR NOT? - WOOD MACKENZIE
New Year’s Day 2020 is firmly marked in the calendar as the refining and shipping industries prepare for change.
The International Marit ...
|
|
|
Showing 1431 to 1435 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- White Energy Company Limited
- Xindia Steels Limited - India
- Krishnapatnam Port Company Ltd. - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Borneo Indobara - Indonesia
- Georgia Ports Authority, United States
- Rashtriya Ispat Nigam Limited - India
- Petron Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- Maharashtra Electricity Regulatory Commission - India
- Cigading International Bulk Terminal - Indonesia
- Aboitiz Power Corporation - Philippines
- Mjunction Services Limited - India
- Therma Luzon, Inc, Philippines
- ASAPP Information Group - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- SMC Global Power, Philippines
- International Coal Ventures Pvt Ltd - India
- India Bulls Power Limited - India
- PowerSource Philippines DevCo
- Planning Commission, India
- Kepco SPC Power Corporation, Philippines
- Ministry of Finance - Indonesia
- Altura Mining Limited, Indonesia
- Billiton Holdings Pty Ltd - Australia
- Riau Bara Harum - Indonesia
- Central Java Power - Indonesia
- European Bulk Services B.V. - Netherlands
- Holcim Trading Pte Ltd - Singapore
- Straits Asia Resources Limited - Singapore
- Edison Trading Spa - Italy
- The State Trading Corporation of India Ltd
- Malabar Cements Ltd - India
- Pendopo Energi Batubara - Indonesia
- Samtan Co., Ltd - South Korea
- TeaM Sual Corporation - Philippines
- Tata Chemicals Ltd - India
- Economic Council, Georgia
- Independent Power Producers Association of India
- Global Coal Blending Company Limited - Australia
- Australian Coal Association
- Sindya Power Generating Company Private Ltd
- Indika Energy - Indonesia
- Dalmia Cement Bharat India
- Ceylon Electricity Board - Sri Lanka
- Thiess Contractors Indonesia
- Mercuria Energy - Indonesia
- New Zealand Coal & Carbon
- Eastern Energy - Thailand
- Africa Commodities Group - South Africa
- Bahari Cakrawala Sebuku - Indonesia
- Deloitte Consulting - India
- Indian Oil Corporation Limited
- Antam Resourcindo - Indonesia
- Indonesian Coal Mining Association
- Sojitz Corporation - Japan
- Kapuas Tunggal Persada - Indonesia
- South Luzon Thermal Energy Corporation
- Salva Resources Pvt Ltd - India
- London Commodity Brokers - England
- Indo Tambangraya Megah - Indonesia
- Attock Cement Pakistan Limited
- Merrill Lynch Commodities Europe
- Parry Sugars Refinery, India
- PTC India Limited - India
- Meralco Power Generation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Chettinad Cement Corporation Ltd - India
- Baramulti Group, Indonesia
- Tamil Nadu electricity Board
- Binh Thuan Hamico - Vietnam
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bhushan Steel Limited - India
- Bukit Makmur.PT - Indonesia
- Larsen & Toubro Limited - India
- Eastern Coal Council - USA
- Leighton Contractors Pty Ltd - Australia
- GAC Shipping (India) Pvt Ltd
- Jorong Barutama Greston.PT - Indonesia
- Metalloyd Limited - United Kingdom
- The University of Queensland
- Formosa Plastics Group - Taiwan
- Cement Manufacturers Association - India
- Sakthi Sugars Limited - India
- IEA Clean Coal Centre - UK
- Renaissance Capital - South Africa
- Marubeni Corporation - India
- Romanian Commodities Exchange
- Bank of Tokyo Mitsubishi UFJ Ltd
- CIMB Investment Bank - Malaysia
- Interocean Group of Companies - India
- Makarim & Taira - Indonesia
- Bayan Resources Tbk. - Indonesia
- SMG Consultants - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Energy Development Corp, Philippines
- Kaltim Prima Coal - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Directorate Of Revenue Intelligence - India
- Siam City Cement - Thailand
- LBH Netherlands Bv - Netherlands
- Power Finance Corporation Ltd., India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sical Logistics Limited - India
- Coastal Gujarat Power Limited - India
- Jindal Steel & Power Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Oldendorff Carriers - Singapore
- VISA Power Limited - India
- Sree Jayajothi Cements Limited - India
- Orica Australia Pty. Ltd.
- Anglo American - United Kingdom
- PetroVietnam Power Coal Import and Supply Company
- Trasteel International SA, Italy
- Toyota Tsusho Corporation, Japan
- Bukit Asam (Persero) Tbk - Indonesia
- Grasim Industreis Ltd - India
- Siam City Cement PLC, Thailand
- Rio Tinto Coal - Australia
- Ministry of Transport, Egypt
- Sinarmas Energy and Mining - Indonesia
- Gujarat Sidhee Cement - India
- Latin American Coal - Colombia
- Bharathi Cement Corporation - India
- Kumho Petrochemical, South Korea
- Sarangani Energy Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- GVK Power & Infra Limited - India
- The Treasury - Australian Government
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Ministry of Mines - Canada
- Semirara Mining Corp, Philippines
- Globalindo Alam Lestari - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- McConnell Dowell - Australia
- Essar Steel Hazira Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Ambuja Cements Ltd - India
- Maheswari Brothers Coal Limited - India
- Agrawal Coal Company - India
- Bhoruka Overseas - Indonesia
- Bhatia International Limited - India
- Bukit Baiduri Energy - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- PNOC Exploration Corporation - Philippines
- Manunggal Multi Energi - Indonesia
- Timah Investasi Mineral - Indoneisa
- Jaiprakash Power Ventures ltd
- Vizag Seaport Private Limited - India
- Intertek Mineral Services - Indonesia
- Coalindo Energy - Indonesia
- Kideco Jaya Agung - Indonesia
- Price Waterhouse Coopers - Russia
- Central Electricity Authority - India
- Madhucon Powers Ltd - India
- Lanco Infratech Ltd - India
- Banpu Public Company Limited - Thailand
- Directorate General of MIneral and Coal - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Vedanta Resources Plc - India
- ICICI Bank Limited - India
- Kartika Selabumi Mining - Indonesia
- Wilmar Investment Holdings
- Parliament of New Zealand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Port Waratah Coal Services - Australia
- TNB Fuel Sdn Bhd - Malaysia
- Wood Mackenzie - Singapore
- Star Paper Mills Limited - India
- Indian Energy Exchange, India
- Bulk Trading Sa - Switzerland
- Energy Link Ltd, New Zealand
- GMR Energy Limited - India
- Electricity Authority, New Zealand
- OPG Power Generation Pvt Ltd - India
- Australian Commodity Traders Exchange
- Aditya Birla Group - India
- Carbofer General Trading SA - India
- Neyveli Lignite Corporation Ltd, - India
- Gujarat Mineral Development Corp Ltd - India
- Singapore Mercantile Exchange
- Medco Energi Mining Internasional
- Ind-Barath Power Infra Limited - India
- Coal and Oil Company - UAE
- San Jose City I Power Corp, Philippines
- CNBM International Corporation - China
- Chamber of Mines of South Africa
- Commonwealth Bank - Australia
- Savvy Resources Ltd - HongKong
- Indogreen Group - Indonesia
- Karaikal Port Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- MS Steel International - UAE
- Bangladesh Power Developement Board
- Standard Chartered Bank - UAE
- Uttam Galva Steels Limited - India
- Global Business Power Corporation, Philippines
- Minerals Council of Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Barasentosa Lestari - Indonesia
- Electricity Generating Authority of Thailand
- Videocon Industries ltd - India
- Goldman Sachs - Singapore
- SN Aboitiz Power Inc, Philippines
- Mercator Lines Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Global Green Power PLC Corporation, Philippines
- Thai Mozambique Logistica
- Simpson Spence & Young - Indonesia
- Heidelberg Cement - Germany
- Petrochimia International Co. Ltd.- Taiwan
- Orica Mining Services - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Mintek Dendrill Indonesia
- Posco Energy - South Korea
|
| |
| |
|
