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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, 04 January 19
FOCUS IS ON BOOSTING COAL PRODUCTION: INDIAN COAL MINISTER
The current focus of the government is on boosting production from operational coal mines, according to Minister for Coal, Piyush Goyal.
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Thursday, 03 January 19
CAPESIZE: A MORE POSITIVE START OF THE NEW YEAR THAN EXPECTED FOR THE BIG SHIPS - FEARNLEYS
Capesize
A more positive start of the new year than expected for the big ships, with average gains of US$ 500/day posted on the first tra ...
Tuesday, 01 January 19
INDONESIA: COAL PRODUCTION EXPECTED TO EXCEED THIS YEAR'S TARGET - JP
Indonesian coal production reached 456 million tons up to Thursday or 94.02 percent of this year’s total target of 485 million tons, accordin ...
Monday, 31 December 18
THE INDONESIAN COAL MARKET Q1 '19 FORECAST: LOOKS DIRECTIONLESS - TRADER
The Indonesian coal market looks directionless, an International coal trader said when we asked him to give his forecast for 1Q' 2019.
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Monday, 31 December 18
GLOBAL COAL DEMAND GREW BY 1% IN 2017; GLOBAL COAL POWER GENERATION INCREASED BY OVER 250 TWH - IEA
After two years of decline, global coal demand grew by 1% in 2017 to 7585 Mt as stronger global economic growth increased both industrial output an ...
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Showing 1506 to 1510 news of total 6871 |
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- Wilmar Investment Holdings
- Trasteel International SA, Italy
- IHS Mccloskey Coal Group - USA
- Minerals Council of Australia
- Heidelberg Cement - Germany
- Interocean Group of Companies - India
- Pendopo Energi Batubara - Indonesia
- Anglo American - United Kingdom
- Rio Tinto Coal - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Renaissance Capital - South Africa
- Karaikal Port Pvt Ltd - India
- Central Java Power - Indonesia
- Vedanta Resources Plc - India
- Aboitiz Power Corporation - Philippines
- Eastern Energy - Thailand
- Essar Steel Hazira Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Medco Energi Mining Internasional
- Indonesian Coal Mining Association
- Australian Commodity Traders Exchange
- Oldendorff Carriers - Singapore
- Straits Asia Resources Limited - Singapore
- CNBM International Corporation - China
- Directorate General of MIneral and Coal - Indonesia
- Semirara Mining Corp, Philippines
- Carbofer General Trading SA - India
- Economic Council, Georgia
- ASAPP Information Group - India
- Jaiprakash Power Ventures ltd
- SMG Consultants - Indonesia
- European Bulk Services B.V. - Netherlands
- Sindya Power Generating Company Private Ltd
- Bahari Cakrawala Sebuku - Indonesia
- Edison Trading Spa - Italy
- Parry Sugars Refinery, India
- Aditya Birla Group - India
- Bayan Resources Tbk. - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indian Energy Exchange, India
- India Bulls Power Limited - India
- Africa Commodities Group - South Africa
- Meenaskhi Energy Private Limited - India
- Electricity Authority, New Zealand
- Miang Besar Coal Terminal - Indonesia
- Marubeni Corporation - India
- Coastal Gujarat Power Limited - India
- Bangladesh Power Developement Board
- Petrochimia International Co. Ltd.- Taiwan
- Kideco Jaya Agung - Indonesia
- CIMB Investment Bank - Malaysia
- Kobexindo Tractors - Indoneisa
- Kartika Selabumi Mining - Indonesia
- Tata Chemicals Ltd - India
- Simpson Spence & Young - Indonesia
- IEA Clean Coal Centre - UK
- Chamber of Mines of South Africa
- San Jose City I Power Corp, Philippines
- Manunggal Multi Energi - Indonesia
- Toyota Tsusho Corporation, Japan
- Standard Chartered Bank - UAE
- PetroVietnam Power Coal Import and Supply Company
- McConnell Dowell - Australia
- Maheswari Brothers Coal Limited - India
- Bhoruka Overseas - Indonesia
- Thiess Contractors Indonesia
- Singapore Mercantile Exchange
- Iligan Light & Power Inc, Philippines
- Therma Luzon, Inc, Philippines
- Makarim & Taira - Indonesia
- South Luzon Thermal Energy Corporation
- GN Power Mariveles Coal Plant, Philippines
- Orica Australia Pty. Ltd.
- Sakthi Sugars Limited - India
- Lanco Infratech Ltd - India
- Eastern Coal Council - USA
- Xindia Steels Limited - India
- Gujarat Sidhee Cement - India
- Gujarat Mineral Development Corp Ltd - India
- Barasentosa Lestari - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Sarangani Energy Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Petron Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Antam Resourcindo - Indonesia
- Attock Cement Pakistan Limited
- Global Business Power Corporation, Philippines
- Meralco Power Generation, Philippines
- Ministry of Mines - Canada
- Merrill Lynch Commodities Europe
- Parliament of New Zealand
- Global Coal Blending Company Limited - Australia
- Uttam Galva Steels Limited - India
- Deloitte Consulting - India
- New Zealand Coal & Carbon
- Mintek Dendrill Indonesia
- Ind-Barath Power Infra Limited - India
- Mjunction Services Limited - India
- Kumho Petrochemical, South Korea
- Orica Mining Services - Indonesia
- Agrawal Coal Company - India
- Siam City Cement - Thailand
- Kohat Cement Company Ltd. - Pakistan
- Energy Link Ltd, New Zealand
- Binh Thuan Hamico - Vietnam
- Bharathi Cement Corporation - India
- Price Waterhouse Coopers - Russia
- TeaM Sual Corporation - Philippines
- Baramulti Group, Indonesia
- SN Aboitiz Power Inc, Philippines
- PTC India Limited - India
- Gujarat Electricity Regulatory Commission - India
- Formosa Plastics Group - Taiwan
- Savvy Resources Ltd - HongKong
- Offshore Bulk Terminal Pte Ltd, Singapore
- Mercator Lines Limited - India
- Banpu Public Company Limited - Thailand
- Ceylon Electricity Board - Sri Lanka
- Kalimantan Lumbung Energi - Indonesia
- Star Paper Mills Limited - India
- Coal and Oil Company - UAE
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Goldman Sachs - Singapore
- Coalindo Energy - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indika Energy - Indonesia
- GVK Power & Infra Limited - India
- Mercuria Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kepco SPC Power Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Rashtriya Ispat Nigam Limited - India
- Bhushan Steel Limited - India
- Dalmia Cement Bharat India
- Asmin Koalindo Tuhup - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Timah Investasi Mineral - Indoneisa
- Indo Tambangraya Megah - Indonesia
- Ministry of Finance - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Maharashtra Electricity Regulatory Commission - India
- Ambuja Cements Ltd - India
- Australian Coal Association
- Electricity Generating Authority of Thailand
- GAC Shipping (India) Pvt Ltd
- Tamil Nadu electricity Board
- VISA Power Limited - India
- Kaltim Prima Coal - Indonesia
- PowerSource Philippines DevCo
- Sical Logistics Limited - India
- Madhucon Powers Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Metalloyd Limited - United Kingdom
- London Commodity Brokers - England
- The Treasury - Australian Government
- Sinarmas Energy and Mining - Indonesia
- PNOC Exploration Corporation - Philippines
- White Energy Company Limited
- Malabar Cements Ltd - India
- GMR Energy Limited - India
- LBH Netherlands Bv - Netherlands
- Krishnapatnam Port Company Ltd. - India
- Bukit Baiduri Energy - Indonesia
- International Coal Ventures Pvt Ltd - India
- Planning Commission, India
- Romanian Commodities Exchange
- Directorate Of Revenue Intelligence - India
- Riau Bara Harum - Indonesia
- Independent Power Producers Association of India
- Chettinad Cement Corporation Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Indian Oil Corporation Limited
- Borneo Indobara - Indonesia
- Siam City Cement PLC, Thailand
- Semirara Mining and Power Corporation, Philippines
- Grasim Industreis Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Kapuas Tunggal Persada - Indonesia
- Bukit Makmur.PT - Indonesia
- Latin American Coal - Colombia
- Globalindo Alam Lestari - Indonesia
- Sree Jayajothi Cements Limited - India
- Cement Manufacturers Association - India
- SMC Global Power, Philippines
- Samtan Co., Ltd - South Korea
- Commonwealth Bank - Australia
- Billiton Holdings Pty Ltd - Australia
- Global Green Power PLC Corporation, Philippines
- Bulk Trading Sa - Switzerland
- Posco Energy - South Korea
- OPG Power Generation Pvt Ltd - India
- The University of Queensland
- Ministry of Transport, Egypt
- Bhatia International Limited - India
- Sojitz Corporation - Japan
- The State Trading Corporation of India Ltd
- MS Steel International - UAE
- Central Electricity Authority - India
- Indogreen Group - Indonesia
- Wood Mackenzie - Singapore
- Port Waratah Coal Services - Australia
- Energy Development Corp, Philippines
- Intertek Mineral Services - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Videocon Industries ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Larsen & Toubro Limited - India
- ICICI Bank Limited - India
- Thai Mozambique Logistica
- Georgia Ports Authority, United States
- Altura Mining Limited, Indonesia
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