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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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Thursday, 22 November 18
SHUT OUT OF CHINA, U.S. COAL EXPORTERS FIND FAVOUR IN INDIA, FOR NOW - REUTERS
U.S. coal exporters have effectively lost a promising market in China since the imposition of tariffs as part of the ongoing trade dispute, but so ...
Wednesday, 21 November 18
SHIPPING MARKET INSIGHT - DIMITRIS KOURTESIS
Halfway through the fourth and last quarter of the year, we spot a significant change in freight rates for tankers trading dirty, as well as on the ...
Tuesday, 20 November 18
FREIGHT RATES IN THE CRUDE OIL MARKET HAVE ALREADY PICKED UP OVER THE PAST COUPLE OF WEEKS - YIANNIS VAMVAKAS
Current geopolitical developments between Iran and the US, which have led the latter to re-impose its sanctions, have significantly affected oil pr ...
Tuesday, 20 November 18
GOLDEN ENERGY AND RESOURCES LEADS A$249M BID FOR AUSTRALIA-LISTED STANMORE COAL - THE STRAITS TIMES
Singapore-listed Golden Energy and Resources (GEAR) is leading deals worth up to A$249 million (S$250 million) to acquire Australia-listed Stanmore ...
Monday, 19 November 18
INDONESIA'S LEADING EIGHT COAL MINER'S COAL MINING CONTRACTS ARE EXPECTED TO EXPIRE BETWEEN YEAR 2019 - 2025
The Ministry of Energy and Mineral Resources (ESDM) said, eight Coal Contract of Works (CCoW) will expected to expire between 2019 to 2026, Liputan ...
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- Electricity Authority, New Zealand
- Mjunction Services Limited - India
- Petron Corporation, Philippines
- Grasim Industreis Ltd - India
- Mintek Dendrill Indonesia
- Interocean Group of Companies - India
- Mercator Lines Limited - India
- Samtan Co., Ltd - South Korea
- Bhushan Steel Limited - India
- Binh Thuan Hamico - Vietnam
- New Zealand Coal & Carbon
- Miang Besar Coal Terminal - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Independent Power Producers Association of India
- Sical Logistics Limited - India
- Billiton Holdings Pty Ltd - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Indo Tambangraya Megah - Indonesia
- Eastern Energy - Thailand
- Meenaskhi Energy Private Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Formosa Plastics Group - Taiwan
- Economic Council, Georgia
- Agrawal Coal Company - India
- Altura Mining Limited, Indonesia
- Parliament of New Zealand
- Commonwealth Bank - Australia
- Maharashtra Electricity Regulatory Commission - India
- Bahari Cakrawala Sebuku - Indonesia
- GMR Energy Limited - India
- Global Green Power PLC Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Anglo American - United Kingdom
- International Coal Ventures Pvt Ltd - India
- India Bulls Power Limited - India
- AsiaOL BioFuels Corp., Philippines
- Coalindo Energy - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- PNOC Exploration Corporation - Philippines
- Antam Resourcindo - Indonesia
- Price Waterhouse Coopers - Russia
- Sindya Power Generating Company Private Ltd
- Barasentosa Lestari - Indonesia
- Eastern Coal Council - USA
- Indian Oil Corporation Limited
- ASAPP Information Group - India
- Kepco SPC Power Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Coal and Oil Company - UAE
- Bhatia International Limited - India
- Rio Tinto Coal - Australia
- Chamber of Mines of South Africa
- Parry Sugars Refinery, India
- Medco Energi Mining Internasional
- Bulk Trading Sa - Switzerland
- PetroVietnam Power Coal Import and Supply Company
- Africa Commodities Group - South Africa
- Oldendorff Carriers - Singapore
- VISA Power Limited - India
- Coastal Gujarat Power Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Essar Steel Hazira Ltd - India
- The State Trading Corporation of India Ltd
- Indian Energy Exchange, India
- Tamil Nadu electricity Board
- GN Power Mariveles Coal Plant, Philippines
- Therma Luzon, Inc, Philippines
- Australian Commodity Traders Exchange
- Mercuria Energy - Indonesia
- Power Finance Corporation Ltd., India
- Toyota Tsusho Corporation, Japan
- Global Business Power Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- Port Waratah Coal Services - Australia
- IHS Mccloskey Coal Group - USA
- TeaM Sual Corporation - Philippines
- Lanco Infratech Ltd - India
- Goldman Sachs - Singapore
- IEA Clean Coal Centre - UK
- Intertek Mineral Services - Indonesia
- Timah Investasi Mineral - Indoneisa
- McConnell Dowell - Australia
- Kobexindo Tractors - Indoneisa
- ICICI Bank Limited - India
- Indogreen Group - Indonesia
- Romanian Commodities Exchange
- Jindal Steel & Power Ltd - India
- Aditya Birla Group - India
- Wood Mackenzie - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Thiess Contractors Indonesia
- Ministry of Mines - Canada
- Directorate General of MIneral and Coal - Indonesia
- San Jose City I Power Corp, Philippines
- Electricity Generating Authority of Thailand
- Kumho Petrochemical, South Korea
- Riau Bara Harum - Indonesia
- Standard Chartered Bank - UAE
- Siam City Cement PLC, Thailand
- Bangladesh Power Developement Board
- Savvy Resources Ltd - HongKong
- Vedanta Resources Plc - India
- Sree Jayajothi Cements Limited - India
- Australian Coal Association
- Energy Development Corp, Philippines
- Holcim Trading Pte Ltd - Singapore
- CNBM International Corporation - China
- Vizag Seaport Private Limited - India
- Bhoruka Overseas - Indonesia
- Bharathi Cement Corporation - India
- Meralco Power Generation, Philippines
- Uttam Galva Steels Limited - India
- Iligan Light & Power Inc, Philippines
- Indika Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Pendopo Energi Batubara - Indonesia
- Ministry of Transport, Egypt
- Karaikal Port Pvt Ltd - India
- Siam City Cement - Thailand
- Orica Australia Pty. Ltd.
- Directorate Of Revenue Intelligence - India
- Semirara Mining Corp, Philippines
- Kartika Selabumi Mining - Indonesia
- Sakthi Sugars Limited - India
- Merrill Lynch Commodities Europe
- Orica Mining Services - Indonesia
- Thai Mozambique Logistica
- Carbofer General Trading SA - India
- MS Steel International - UAE
- Ministry of Finance - Indonesia
- Borneo Indobara - Indonesia
- Gujarat Sidhee Cement - India
- Singapore Mercantile Exchange
- London Commodity Brokers - England
- Simpson Spence & Young - Indonesia
- Energy Link Ltd, New Zealand
- Planning Commission, India
- Vijayanagar Sugar Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- Star Paper Mills Limited - India
- Malabar Cements Ltd - India
- Sojitz Corporation - Japan
- Xindia Steels Limited - India
- CIMB Investment Bank - Malaysia
- Posco Energy - South Korea
- Chettinad Cement Corporation Ltd - India
- South Luzon Thermal Energy Corporation
- Heidelberg Cement - Germany
- White Energy Company Limited
- Straits Asia Resources Limited - Singapore
- GVK Power & Infra Limited - India
- Kapuas Tunggal Persada - Indonesia
- SN Aboitiz Power Inc, Philippines
- Krishnapatnam Port Company Ltd. - India
- Ceylon Electricity Board - Sri Lanka
- Semirara Mining and Power Corporation, Philippines
- Wilmar Investment Holdings
- Ambuja Cements Ltd - India
- Banpu Public Company Limited - Thailand
- Bukit Makmur.PT - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indonesian Coal Mining Association
- Rashtriya Ispat Nigam Limited - India
- Georgia Ports Authority, United States
- Tata Chemicals Ltd - India
- Latin American Coal - Colombia
- Metalloyd Limited - United Kingdom
- Renaissance Capital - South Africa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Aboitiz Power Corporation - Philippines
- Edison Trading Spa - Italy
- Larsen & Toubro Limited - India
- Salva Resources Pvt Ltd - India
- PowerSource Philippines DevCo
- Deloitte Consulting - India
- Sarangani Energy Corporation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Dalmia Cement Bharat India
- Sinarmas Energy and Mining - Indonesia
- Attock Cement Pakistan Limited
- Ind-Barath Power Infra Limited - India
- The Treasury - Australian Government
- Central Electricity Authority - India
- Jorong Barutama Greston.PT - Indonesia
- Central Java Power - Indonesia
- Marubeni Corporation - India
- Karbindo Abesyapradhi - Indoneisa
- Global Coal Blending Company Limited - Australia
- Madhucon Powers Ltd - India
- GAC Shipping (India) Pvt Ltd
- The University of Queensland
- OPG Power Generation Pvt Ltd - India
- Baramulti Group, Indonesia
- LBH Netherlands Bv - Netherlands
- Bayan Resources Tbk. - Indonesia
- Makarim & Taira - Indonesia
- SMG Consultants - Indonesia
- SMC Global Power, Philippines
- Alfred C Toepfer International GmbH - Germany
- Bank of Tokyo Mitsubishi UFJ Ltd
- Cigading International Bulk Terminal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Bukit Baiduri Energy - Indonesia
- Cement Manufacturers Association - India
- Globalindo Alam Lestari - Indonesia
- Gujarat Electricity Regulatory Commission - India
- PTC India Limited - India
- Minerals Council of Australia
- Trasteel International SA, Italy
- Maheswari Brothers Coal Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Kaltim Prima Coal - Indonesia
- Jaiprakash Power Ventures ltd
- Videocon Industries ltd - India
- Kideco Jaya Agung - Indonesia
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