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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, 02 November 18
COAL FETCHES 102% PREMIUM IN E-AUCTION, SURPASSING THE EARLIER HIGHEST OF 95% - FINANCIAL EXPRESS
Coal prices have received a premium of 102% in spot e-auction during September 2018, surpassing the earlier highest of 95% premium during the spot ...
Friday, 02 November 18
CHINA: COAL CONSUMPTION POSTS STRONG GROWTH ON BACK OF POWER GENERATION DEMAND - CHINA DAILY
China’s energy consumption experienced continuous rebound during the first three quarters in 2018, National Energy Administration announced o ...
Thursday, 01 November 18
IMO 2020 - EXPLORING THE OPTION OF SOX SCRUBBERS - SIDDHARTH MAHAJAN, GARD
KNOWLEDGE TO ELEVATE
There are four possible methods of compliance:
1.use VLSFO (very low Sulphur oil) or blends;
2,use dis ...
Wednesday, 31 October 18
INDIA: COAL IMPORTS SURGE ON DOMESTIC SHORT SUPPLY - HINDU
Shortage of thermal coal supply in India has pushed imports up to 85 million tonnes (mt) in the first half of the current fiscal compared to 75 mt ...
Wednesday, 31 October 18
SHIPPING MARKET INSIGHT - APOSTOLOS ROMPOPOULOS
Since the IMO’s 2020 global cap on sulphur in marine fuels is coming into force, ship-owners have to decide whether they will operate using e ...
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- Malabar Cements Ltd - India
- Therma Luzon, Inc, Philippines
- ASAPP Information Group - India
- Uttam Galva Steels Limited - India
- Xindia Steels Limited - India
- Kumho Petrochemical, South Korea
- GMR Energy Limited - India
- Energy Development Corp, Philippines
- Edison Trading Spa - Italy
- Kalimantan Lumbung Energi - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Romanian Commodities Exchange
- International Coal Ventures Pvt Ltd - India
- CNBM International Corporation - China
- Kartika Selabumi Mining - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indian Energy Exchange, India
- Attock Cement Pakistan Limited
- Lanco Infratech Ltd - India
- Orica Australia Pty. Ltd.
- Vijayanagar Sugar Pvt Ltd - India
- Posco Energy - South Korea
- Madhucon Powers Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Neyveli Lignite Corporation Ltd, - India
- Global Business Power Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Independent Power Producers Association of India
- Mercuria Energy - Indonesia
- Ind-Barath Power Infra Limited - India
- Anglo American - United Kingdom
- Bulk Trading Sa - Switzerland
- TNB Fuel Sdn Bhd - Malaysia
- Riau Bara Harum - Indonesia
- Ministry of Finance - Indonesia
- Formosa Plastics Group - Taiwan
- Energy Link Ltd, New Zealand
- Toyota Tsusho Corporation, Japan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Goldman Sachs - Singapore
- Orica Mining Services - Indonesia
- Australian Coal Association
- Standard Chartered Bank - UAE
- Meralco Power Generation, Philippines
- Africa Commodities Group - South Africa
- Globalindo Alam Lestari - Indonesia
- Kideco Jaya Agung - Indonesia
- Borneo Indobara - Indonesia
- Kobexindo Tractors - Indoneisa
- Ministry of Transport, Egypt
- Australian Commodity Traders Exchange
- Tamil Nadu electricity Board
- Sakthi Sugars Limited - India
- Directorate Of Revenue Intelligence - India
- Semirara Mining and Power Corporation, Philippines
- New Zealand Coal & Carbon
- Merrill Lynch Commodities Europe
- Billiton Holdings Pty Ltd - Australia
- Sarangani Energy Corporation, Philippines
- White Energy Company Limited
- Jorong Barutama Greston.PT - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- CIMB Investment Bank - Malaysia
- Aditya Birla Group - India
- Indogreen Group - Indonesia
- Metalloyd Limited - United Kingdom
- SN Aboitiz Power Inc, Philippines
- Bhatia International Limited - India
- Agrawal Coal Company - India
- India Bulls Power Limited - India
- Oldendorff Carriers - Singapore
- Coalindo Energy - Indonesia
- Carbofer General Trading SA - India
- Interocean Group of Companies - India
- AsiaOL BioFuels Corp., Philippines
- Mintek Dendrill Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Rashtriya Ispat Nigam Limited - India
- Price Waterhouse Coopers - Russia
- Indo Tambangraya Megah - Indonesia
- Trasteel International SA, Italy
- Port Waratah Coal Services - Australia
- VISA Power Limited - India
- Iligan Light & Power Inc, Philippines
- Heidelberg Cement - Germany
- Larsen & Toubro Limited - India
- Indonesian Coal Mining Association
- Semirara Mining Corp, Philippines
- Renaissance Capital - South Africa
- Videocon Industries ltd - India
- Tata Chemicals Ltd - India
- Chettinad Cement Corporation Ltd - India
- OPG Power Generation Pvt Ltd - India
- Parliament of New Zealand
- Meenaskhi Energy Private Limited - India
- Directorate General of MIneral and Coal - Indonesia
- GAC Shipping (India) Pvt Ltd
- Barasentosa Lestari - Indonesia
- Intertek Mineral Services - Indonesia
- Thiess Contractors Indonesia
- Petron Corporation, Philippines
- Samtan Co., Ltd - South Korea
- Medco Energi Mining Internasional
- Savvy Resources Ltd - HongKong
- Siam City Cement PLC, Thailand
- Siam City Cement - Thailand
- Indian Oil Corporation Limited
- McConnell Dowell - Australia
- Sindya Power Generating Company Private Ltd
- Straits Asia Resources Limited - Singapore
- Gujarat Sidhee Cement - India
- Mercator Lines Limited - India
- PNOC Exploration Corporation - Philippines
- Wilmar Investment Holdings
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Electricity Authority, New Zealand
- European Bulk Services B.V. - Netherlands
- Krishnapatnam Port Company Ltd. - India
- South Luzon Thermal Energy Corporation
- Alfred C Toepfer International GmbH - Germany
- Electricity Generating Authority of Thailand
- Sinarmas Energy and Mining - Indonesia
- Kaltim Prima Coal - Indonesia
- Economic Council, Georgia
- Global Green Power PLC Corporation, Philippines
- Bhushan Steel Limited - India
- Holcim Trading Pte Ltd - Singapore
- Leighton Contractors Pty Ltd - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Singapore Mercantile Exchange
- Pipit Mutiara Jaya. PT, Indonesia
- PowerSource Philippines DevCo
- Power Finance Corporation Ltd., India
- Cement Manufacturers Association - India
- Bharathi Cement Corporation - India
- Marubeni Corporation - India
- Central Java Power - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- IEA Clean Coal Centre - UK
- PTC India Limited - India
- Baramulti Group, Indonesia
- Makarim & Taira - Indonesia
- SMC Global Power, Philippines
- Planning Commission, India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Global Coal Blending Company Limited - Australia
- Asmin Koalindo Tuhup - Indonesia
- Bhoruka Overseas - Indonesia
- Vizag Seaport Private Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Minerals Council of Australia
- The Treasury - Australian Government
- London Commodity Brokers - England
- Chamber of Mines of South Africa
- Grasim Industreis Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Jaiprakash Power Ventures ltd
- Coal and Oil Company - UAE
- Maharashtra Electricity Regulatory Commission - India
- Banpu Public Company Limited - Thailand
- LBH Netherlands Bv - Netherlands
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Manunggal Multi Energi - Indonesia
- The State Trading Corporation of India Ltd
- Deloitte Consulting - India
- Commonwealth Bank - Australia
- Sojitz Corporation - Japan
- Georgia Ports Authority, United States
- Ministry of Mines - Canada
- Parry Sugars Refinery, India
- Rio Tinto Coal - Australia
- MS Steel International - UAE
- Maheswari Brothers Coal Limited - India
- Kepco SPC Power Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Star Paper Mills Limited - India
- Central Electricity Authority - India
- Ambuja Cements Ltd - India
- Bangladesh Power Developement Board
- IHS Mccloskey Coal Group - USA
- Sical Logistics Limited - India
- Bukit Baiduri Energy - Indonesia
- The University of Queensland
- Dalmia Cement Bharat India
- Coastal Gujarat Power Limited - India
- ICICI Bank Limited - India
- Antam Resourcindo - Indonesia
- SMG Consultants - Indonesia
- Simpson Spence & Young - Indonesia
- Vedanta Resources Plc - India
- Pendopo Energi Batubara - Indonesia
- Eastern Coal Council - USA
- Salva Resources Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Jindal Steel & Power Ltd - India
- Indika Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Binh Thuan Hamico - Vietnam
- Mjunction Services Limited - India
- Thai Mozambique Logistica
- GVK Power & Infra Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Gujarat Electricity Regulatory Commission - India
- PetroVietnam Power Coal Import and Supply Company
- Eastern Energy - Thailand
- Sree Jayajothi Cements Limited - India
- San Jose City I Power Corp, Philippines
- Essar Steel Hazira Ltd - India
- Altura Mining Limited, Indonesia
- Wood Mackenzie - Singapore
- Miang Besar Coal Terminal - Indonesia
- Bukit Makmur.PT - Indonesia
- Latin American Coal - Colombia
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