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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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Tuesday, 19 February 19
AUSTRALIA'S COAL FUTURE UNDER THREAT AS MORE CHANGES HIT FOSSIL FUELS GLOBALLY - ABC
Two disparate decisions from opposite corners of the world have sounded warnings for the future of Australia’s coal industry.
...
Tuesday, 19 February 19
FAST DEPLETING COAL RESERVES COULD PUSH UP ENERGY PRICES, CAUTIONS EXPERT - THE HINDU BUSINESS LINE
The fast depletion of coal, a strategic resource and India’s fuel of choice currently, has huge implications for energy costs, according to K ...
Monday, 18 February 19
INDIA'S COAL IMPORT FALLS TO 17.25 MT IN JANUARY - PTI
Coal imports saw a decline in January FY 2019 to 17.25 MT from 19.59 MT in the same month of the previous fiscal, according to a report by mjunctio ...
Monday, 18 February 19
THE ROLE OF COAL IN INDIA'S ENERGY AMBITIONS - WCA
India is the world’s second most populous country and figures among the world’s most rapidly growing economies.
The Sout ...
Saturday, 16 February 19
COALTRANS CHINA 2019, CHINA'S LARGEST COAL INDUSTRY GATHERING
Press Release: Coaltrans China 2019 | With the import ban likely to be lifted, it’s time for you to meet your potentia ...
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Showing 1466 to 1470 news of total 6871 |
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- Price Waterhouse Coopers - Russia
- European Bulk Services B.V. - Netherlands
- Bhushan Steel Limited - India
- Ambuja Cements Ltd - India
- Aboitiz Power Corporation - Philippines
- Georgia Ports Authority, United States
- Petrochimia International Co. Ltd.- Taiwan
- Aditya Birla Group - India
- Wood Mackenzie - Singapore
- Globalindo Alam Lestari - Indonesia
- Wilmar Investment Holdings
- VISA Power Limited - India
- Energy Link Ltd, New Zealand
- AsiaOL BioFuels Corp., Philippines
- Kaltim Prima Coal - Indonesia
- Ministry of Finance - Indonesia
- Heidelberg Cement - Germany
- Alfred C Toepfer International GmbH - Germany
- Kartika Selabumi Mining - Indonesia
- Straits Asia Resources Limited - Singapore
- Coalindo Energy - Indonesia
- Merrill Lynch Commodities Europe
- Mjunction Services Limited - India
- Krishnapatnam Port Company Ltd. - India
- SMC Global Power, Philippines
- Siam City Cement PLC, Thailand
- Samtan Co., Ltd - South Korea
- Riau Bara Harum - Indonesia
- Uttam Galva Steels Limited - India
- Sical Logistics Limited - India
- Eastern Coal Council - USA
- Australian Coal Association
- Commonwealth Bank - Australia
- Banpu Public Company Limited - Thailand
- Holcim Trading Pte Ltd - Singapore
- Carbofer General Trading SA - India
- Independent Power Producers Association of India
- Energy Development Corp, Philippines
- Simpson Spence & Young - Indonesia
- CNBM International Corporation - China
- Karaikal Port Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- Singapore Mercantile Exchange
- India Bulls Power Limited - India
- Bayan Resources Tbk. - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Ceylon Electricity Board - Sri Lanka
- Posco Energy - South Korea
- Bukit Makmur.PT - Indonesia
- South Luzon Thermal Energy Corporation
- Electricity Authority, New Zealand
- Pendopo Energi Batubara - Indonesia
- White Energy Company Limited
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bhatia International Limited - India
- Star Paper Mills Limited - India
- Binh Thuan Hamico - Vietnam
- Central Java Power - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Indika Energy - Indonesia
- Africa Commodities Group - South Africa
- Indogreen Group - Indonesia
- Maheswari Brothers Coal Limited - India
- Cement Manufacturers Association - India
- Iligan Light & Power Inc, Philippines
- Bangladesh Power Developement Board
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Dalmia Cement Bharat India
- ICICI Bank Limited - India
- Orica Mining Services - Indonesia
- Coal and Oil Company - UAE
- Xindia Steels Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Jindal Steel & Power Ltd - India
- Barasentosa Lestari - Indonesia
- Petron Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- Marubeni Corporation - India
- Chamber of Mines of South Africa
- Antam Resourcindo - Indonesia
- Essar Steel Hazira Ltd - India
- The Treasury - Australian Government
- Economic Council, Georgia
- McConnell Dowell - Australia
- PetroVietnam Power Coal Import and Supply Company
- Global Business Power Corporation, Philippines
- Goldman Sachs - Singapore
- Malabar Cements Ltd - India
- Agrawal Coal Company - India
- GAC Shipping (India) Pvt Ltd
- Renaissance Capital - South Africa
- Therma Luzon, Inc, Philippines
- Grasim Industreis Ltd - India
- Timah Investasi Mineral - Indoneisa
- Anglo American - United Kingdom
- Kobexindo Tractors - Indoneisa
- IEA Clean Coal Centre - UK
- Thai Mozambique Logistica
- Sindya Power Generating Company Private Ltd
- Rio Tinto Coal - Australia
- Orica Australia Pty. Ltd.
- Makarim & Taira - Indonesia
- Attock Cement Pakistan Limited
- Manunggal Multi Energi - Indonesia
- Sakthi Sugars Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Bharathi Cement Corporation - India
- GN Power Mariveles Coal Plant, Philippines
- Deloitte Consulting - India
- Sarangani Energy Corporation, Philippines
- Latin American Coal - Colombia
- SMG Consultants - Indonesia
- Videocon Industries ltd - India
- Indian Energy Exchange, India
- Rashtriya Ispat Nigam Limited - India
- Thiess Contractors Indonesia
- Romanian Commodities Exchange
- Edison Trading Spa - Italy
- Siam City Cement - Thailand
- TNB Fuel Sdn Bhd - Malaysia
- Parry Sugars Refinery, India
- Maharashtra Electricity Regulatory Commission - India
- Directorate General of MIneral and Coal - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Miang Besar Coal Terminal - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Minerals Council of Australia
- Baramulti Group, Indonesia
- Sree Jayajothi Cements Limited - India
- Mercator Lines Limited - India
- GMR Energy Limited - India
- Directorate Of Revenue Intelligence - India
- Power Finance Corporation Ltd., India
- ASAPP Information Group - India
- Oldendorff Carriers - Singapore
- GVK Power & Infra Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Ministry of Mines - Canada
- TeaM Sual Corporation - Philippines
- Australian Commodity Traders Exchange
- LBH Netherlands Bv - Netherlands
- PNOC Exploration Corporation - Philippines
- Bukit Baiduri Energy - Indonesia
- Medco Energi Mining Internasional
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- OPG Power Generation Pvt Ltd - India
- PowerSource Philippines DevCo
- Chettinad Cement Corporation Ltd - India
- Parliament of New Zealand
- PTC India Limited - India
- Borneo Indobara - Indonesia
- New Zealand Coal & Carbon
- The State Trading Corporation of India Ltd
- Altura Mining Limited, Indonesia
- London Commodity Brokers - England
- Tamil Nadu electricity Board
- Billiton Holdings Pty Ltd - Australia
- Lanco Infratech Ltd - India
- Indonesian Coal Mining Association
- Coastal Gujarat Power Limited - India
- IHS Mccloskey Coal Group - USA
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- Global Coal Blending Company Limited - Australia
- Larsen & Toubro Limited - India
- Standard Chartered Bank - UAE
- Kohat Cement Company Ltd. - Pakistan
- Toyota Tsusho Corporation, Japan
- Vedanta Resources Plc - India
- Port Waratah Coal Services - Australia
- Mintek Dendrill Indonesia
- Trasteel International SA, Italy
- Intertek Mineral Services - Indonesia
- Jaiprakash Power Ventures ltd
- Electricity Generating Authority of Thailand
- Vizag Seaport Private Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Bahari Cakrawala Sebuku - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Planning Commission, India
- Bulk Trading Sa - Switzerland
- Gujarat Mineral Development Corp Ltd - India
- The University of Queensland
- Ministry of Transport, Egypt
- Sojitz Corporation - Japan
- Metalloyd Limited - United Kingdom
- SN Aboitiz Power Inc, Philippines
- CIMB Investment Bank - Malaysia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Salva Resources Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Central Electricity Authority - India
- Tata Chemicals Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Ind-Barath Power Infra Limited - India
- Interocean Group of Companies - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- International Coal Ventures Pvt Ltd - India
- Indian Oil Corporation Limited
- Formosa Plastics Group - Taiwan
- Leighton Contractors Pty Ltd - Australia
- Madhucon Powers Ltd - India
- San Jose City I Power Corp, Philippines
- Sinarmas Energy and Mining - Indonesia
- Gujarat Sidhee Cement - India
- Global Green Power PLC Corporation, Philippines
- Bhoruka Overseas - Indonesia
- Mercuria Energy - Indonesia
- Kepco SPC Power Corporation, Philippines
- Meralco Power Generation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Eastern Energy - Thailand
- Kideco Jaya Agung - Indonesia
- MS Steel International - UAE
- Kumho Petrochemical, South Korea
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