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.
|
|
Friday, 11 January 19
SUPRAMAX: THE ASIAN ARENA HAD A MIXED START; LIMITED ACTION IN SOUTHEAST ASIA - THE BALTIC BRIEFING
Capesize
Dashed hopes summed up the first full week of the New Year. A slow start followed by a busy 24 hours of improving rates and a firming ...
Thursday, 10 January 19
BUNKER DELIVERY NOTE AMENDMENTS ENTER INTO FORCE AS SULPHUR 2020 REQUIREMENT LOOMS - IMO
KNOWLEDGE TO ELEVATE
Amendments to the bunker delivery note relating to the supply of marine fuel oil to ships which have fitted alternative m ...
Thursday, 10 January 19
WORLD TRADE IN THERMAL COAL IS ESTIMATED TO HAVE GROWN BY 1.0 PER CENT IN 2018 - DEPARTMENT OF INDUSTRY, AUSTRALIA
World Trade
World trade in thermal coal is estimated to have grown by 1.0 per cent to 1.1 billion tonnes in 2018 but it is expected to decline ...
Thursday, 10 January 19
PAKISTAN'S COAL IMPORTS TO SURGE TO 30 MILLION TONS PER ANNUM BY 2020 - CEO, PIB
Pakistan’s coal imports are estimated to surge to 30 million tons/annum from existing 20 million tons/annum by the year 2020, given the plann ...
Wednesday, 09 January 19
PANAMAX: THE PACIFIC SAW RELATIVELY GOOD DEMAND PARTICULARLY FROM INDONESIA AND NOPAC - BALTIC BRIEFING
Capesize
It was an active start to the New Year, with trading from West Australia maintaining momentum during the holiday period. Rates for Chi ...
|
|
|
Showing 1496 to 1500 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Directorate General of MIneral and Coal - Indonesia
- Coalindo Energy - Indonesia
- Bukit Baiduri Energy - Indonesia
- Australian Coal Association
- Economic Council, Georgia
- Karaikal Port Pvt Ltd - India
- Edison Trading Spa - Italy
- Standard Chartered Bank - UAE
- SN Aboitiz Power Inc, Philippines
- Rio Tinto Coal - Australia
- Sakthi Sugars Limited - India
- Power Finance Corporation Ltd., India
- Metalloyd Limited - United Kingdom
- International Coal Ventures Pvt Ltd - India
- Attock Cement Pakistan Limited
- Aditya Birla Group - India
- Interocean Group of Companies - India
- The University of Queensland
- Anglo American - United Kingdom
- Central Electricity Authority - India
- Bahari Cakrawala Sebuku - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Intertek Mineral Services - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Energy Link Ltd, New Zealand
- GN Power Mariveles Coal Plant, Philippines
- Larsen & Toubro Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Tata Chemicals Ltd - India
- Vizag Seaport Private Limited - India
- PowerSource Philippines DevCo
- European Bulk Services B.V. - Netherlands
- Sree Jayajothi Cements Limited - India
- Star Paper Mills Limited - India
- Oldendorff Carriers - Singapore
- Riau Bara Harum - Indonesia
- Posco Energy - South Korea
- Port Waratah Coal Services - Australia
- The Treasury - Australian Government
- PetroVietnam Power Coal Import and Supply Company
- Singapore Mercantile Exchange
- Kartika Selabumi Mining - Indonesia
- Salva Resources Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- VISA Power Limited - India
- Global Coal Blending Company Limited - Australia
- Chamber of Mines of South Africa
- Antam Resourcindo - Indonesia
- Ambuja Cements Ltd - India
- Bayan Resources Tbk. - Indonesia
- Australian Commodity Traders Exchange
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Holcim Trading Pte Ltd - Singapore
- Grasim Industreis Ltd - India
- Gujarat Sidhee Cement - India
- Makarim & Taira - Indonesia
- Merrill Lynch Commodities Europe
- Indo Tambangraya Megah - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- IEA Clean Coal Centre - UK
- IHS Mccloskey Coal Group - USA
- Petron Corporation, Philippines
- Videocon Industries ltd - India
- Africa Commodities Group - South Africa
- Parliament of New Zealand
- Marubeni Corporation - India
- Binh Thuan Hamico - Vietnam
- Mercator Lines Limited - India
- Wilmar Investment Holdings
- Sarangani Energy Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- Bhatia International Limited - India
- Bulk Trading Sa - Switzerland
- Heidelberg Cement - Germany
- Kaltim Prima Coal - Indonesia
- Parry Sugars Refinery, India
- Formosa Plastics Group - Taiwan
- Latin American Coal - Colombia
- Simpson Spence & Young - Indonesia
- Sical Logistics Limited - India
- San Jose City I Power Corp, Philippines
- Sinarmas Energy and Mining - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Indika Energy - Indonesia
- South Luzon Thermal Energy Corporation
- Siam City Cement PLC, Thailand
- Coastal Gujarat Power Limited - India
- Price Waterhouse Coopers - Russia
- Borneo Indobara - Indonesia
- Electricity Authority, New Zealand
- TeaM Sual Corporation - Philippines
- Semirara Mining Corp, Philippines
- Kapuas Tunggal Persada - Indonesia
- Aboitiz Power Corporation - Philippines
- Eastern Coal Council - USA
- ICICI Bank Limited - India
- PTC India Limited - India
- Rashtriya Ispat Nigam Limited - India
- Agrawal Coal Company - India
- Vedanta Resources Plc - India
- GAC Shipping (India) Pvt Ltd
- Semirara Mining and Power Corporation, Philippines
- Eastern Energy - Thailand
- Thai Mozambique Logistica
- Orica Australia Pty. Ltd.
- Romanian Commodities Exchange
- Thiess Contractors Indonesia
- Kobexindo Tractors - Indoneisa
- White Energy Company Limited
- CIMB Investment Bank - Malaysia
- Toyota Tsusho Corporation, Japan
- Barasentosa Lestari - Indonesia
- MS Steel International - UAE
- Manunggal Multi Energi - Indonesia
- Ministry of Transport, Egypt
- New Zealand Coal & Carbon
- Xindia Steels Limited - India
- Goldman Sachs - Singapore
- Jindal Steel & Power Ltd - India
- The State Trading Corporation of India Ltd
- Bangladesh Power Developement Board
- Chettinad Cement Corporation Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Savvy Resources Ltd - HongKong
- Ind-Barath Power Infra Limited - India
- Deloitte Consulting - India
- Kideco Jaya Agung - Indonesia
- Commonwealth Bank - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Baramulti Group, Indonesia
- CNBM International Corporation - China
- TNB Fuel Sdn Bhd - Malaysia
- Bukit Makmur.PT - Indonesia
- Lanco Infratech Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Altura Mining Limited, Indonesia
- Kepco SPC Power Corporation, Philippines
- Renaissance Capital - South Africa
- Uttam Galva Steels Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Meralco Power Generation, Philippines
- Energy Development Corp, Philippines
- Independent Power Producers Association of India
- Sojitz Corporation - Japan
- Asmin Koalindo Tuhup - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Mjunction Services Limited - India
- Therma Luzon, Inc, Philippines
- Ministry of Finance - Indonesia
- Essar Steel Hazira Ltd - India
- Indian Energy Exchange, India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ministry of Mines - Canada
- Minerals Council of Australia
- Globalindo Alam Lestari - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Planning Commission, India
- Dalmia Cement Bharat India
- Georgia Ports Authority, United States
- Indian Oil Corporation Limited
- Orica Mining Services - Indonesia
- Madhucon Powers Ltd - India
- Malabar Cements Ltd - India
- SMG Consultants - Indonesia
- Banpu Public Company Limited - Thailand
- Straits Asia Resources Limited - Singapore
- Meenaskhi Energy Private Limited - India
- Central Java Power - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Carbofer General Trading SA - India
- GMR Energy Limited - India
- Indonesian Coal Mining Association
- Kalimantan Lumbung Energi - Indonesia
- Trasteel International SA, Italy
- OPG Power Generation Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Wood Mackenzie - Singapore
- GVK Power & Infra Limited - India
- Mintek Dendrill Indonesia
- LBH Netherlands Bv - Netherlands
- Timah Investasi Mineral - Indoneisa
- Kohat Cement Company Ltd. - Pakistan
- Gujarat Mineral Development Corp Ltd - India
- Directorate Of Revenue Intelligence - India
- Cement Manufacturers Association - India
- Cigading International Bulk Terminal - Indonesia
- ASAPP Information Group - India
- Siam City Cement - Thailand
- Jorong Barutama Greston.PT - Indonesia
- Alfred C Toepfer International GmbH - Germany
- PNOC Exploration Corporation - Philippines
- Mercuria Energy - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Karbindo Abesyapradhi - Indoneisa
- Indogreen Group - Indonesia
- Bhushan Steel Limited - India
- Tamil Nadu electricity Board
- Miang Besar Coal Terminal - Indonesia
- Global Business Power Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- SMC Global Power, Philippines
- Bharathi Cement Corporation - India
- Iligan Light & Power Inc, Philippines
- London Commodity Brokers - England
- Medco Energi Mining Internasional
- Sindya Power Generating Company Private Ltd
- India Bulls Power Limited - India
- Coal and Oil Company - UAE
- Samtan Co., Ltd - South Korea
- Electricity Generating Authority of Thailand
- Kumho Petrochemical, South Korea
- Bhoruka Overseas - Indonesia
- McConnell Dowell - Australia
- Gujarat Electricity Regulatory Commission - India
|
| |
| |
|
