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.
|
|
Wednesday, 24 October 18
MARKET INSIGHT - NASSOS SOULAKIS
Looking at 2018 SnP activity, it is evident that Greek, Chinese and North European (German and Norwegian) owners are the top buying nationalities, ...
Wednesday, 24 October 18
CHINESE POWER PLANT STOCKPILES AT HIGHEST LEVEL SINCE 2015 - JEFFREY LANDSBERG
Chinese power plant coal stockpiles have climbed to approximately 83.3 million tons as of the middle of this month, said Jeffrey Landsberg in his e ...
Tuesday, 23 October 18
WILL THE U.S. COAL DECLINE CONTINUE? - FORBES
What’s Trump’s new coal proposal?
Adding to its controversial plan to leverage federal authority to keep retiring baselo ...
Monday, 22 October 18
CONTINUED HIGH LNG PRICES; TRADE WAR IMPACT LIMITED - FITCH RATINGS
Fitch Ratings expects sustained high spot liquefied natural gas (LNG) and contract prices over the next two quarters on limited investment in LNG e ...
Monday, 22 October 18
WINTER OIL MARKET OUTLOOK - OPEC
The oil market in the winter season is generally characterized by demand for diesel, particularly in the northern hemisphere, leaving product marke ...
|
|
|
Showing 1581 to 1585 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Altura Mining Limited, Indonesia
- Thai Mozambique Logistica
- Indian Energy Exchange, India
- Essar Steel Hazira Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Economic Council, Georgia
- Bharathi Cement Corporation - India
- Coalindo Energy - Indonesia
- Videocon Industries ltd - India
- Globalindo Alam Lestari - Indonesia
- Toyota Tsusho Corporation, Japan
- Ceylon Electricity Board - Sri Lanka
- Global Coal Blending Company Limited - Australia
- Cigading International Bulk Terminal - Indonesia
- Meralco Power Generation, Philippines
- Electricity Authority, New Zealand
- Jorong Barutama Greston.PT - Indonesia
- Kaltim Prima Coal - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- TNB Fuel Sdn Bhd - Malaysia
- Ind-Barath Power Infra Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Bukit Asam (Persero) Tbk - Indonesia
- Electricity Generating Authority of Thailand
- Power Finance Corporation Ltd., India
- Miang Besar Coal Terminal - Indonesia
- TeaM Sual Corporation - Philippines
- McConnell Dowell - Australia
- AsiaOL BioFuels Corp., Philippines
- Sakthi Sugars Limited - India
- CNBM International Corporation - China
- Goldman Sachs - Singapore
- San Jose City I Power Corp, Philippines
- India Bulls Power Limited - India
- Sarangani Energy Corporation, Philippines
- GVK Power & Infra Limited - India
- Energy Link Ltd, New Zealand
- Interocean Group of Companies - India
- Metalloyd Limited - United Kingdom
- Borneo Indobara - Indonesia
- Eastern Coal Council - USA
- Gujarat Sidhee Cement - India
- Sindya Power Generating Company Private Ltd
- Wood Mackenzie - Singapore
- Kohat Cement Company Ltd. - Pakistan
- Bahari Cakrawala Sebuku - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Kobexindo Tractors - Indoneisa
- PetroVietnam Power Coal Import and Supply Company
- Georgia Ports Authority, United States
- Coastal Gujarat Power Limited - India
- Semirara Mining Corp, Philippines
- Port Waratah Coal Services - Australia
- Timah Investasi Mineral - Indoneisa
- LBH Netherlands Bv - Netherlands
- Mintek Dendrill Indonesia
- Salva Resources Pvt Ltd - India
- White Energy Company Limited
- Aboitiz Power Corporation - Philippines
- Chamber of Mines of South Africa
- Krishnapatnam Port Company Ltd. - India
- Binh Thuan Hamico - Vietnam
- Sojitz Corporation - Japan
- Orica Mining Services - Indonesia
- Posco Energy - South Korea
- Sical Logistics Limited - India
- Ministry of Mines - Canada
- Kartika Selabumi Mining - Indonesia
- Riau Bara Harum - Indonesia
- Madhucon Powers Ltd - India
- Medco Energi Mining Internasional
- International Coal Ventures Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Romanian Commodities Exchange
- Xindia Steels Limited - India
- Orica Australia Pty. Ltd.
- Asmin Koalindo Tuhup - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Intertek Mineral Services - Indonesia
- Independent Power Producers Association of India
- Heidelberg Cement - Germany
- Indian Oil Corporation Limited
- VISA Power Limited - India
- Planning Commission, India
- Coal and Oil Company - UAE
- Attock Cement Pakistan Limited
- Thiess Contractors Indonesia
- Bukit Baiduri Energy - Indonesia
- Parliament of New Zealand
- Rio Tinto Coal - Australia
- Neyveli Lignite Corporation Ltd, - India
- The Treasury - Australian Government
- Kalimantan Lumbung Energi - Indonesia
- Uttam Galva Steels Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bukit Makmur.PT - Indonesia
- Pendopo Energi Batubara - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Africa Commodities Group - South Africa
- Indonesian Coal Mining Association
- Parry Sugars Refinery, India
- Karaikal Port Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- Bayan Resources Tbk. - Indonesia
- Kideco Jaya Agung - Indonesia
- Maheswari Brothers Coal Limited - India
- Commonwealth Bank - Australia
- Banpu Public Company Limited - Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Central Java Power - Indonesia
- Samtan Co., Ltd - South Korea
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Edison Trading Spa - Italy
- Aditya Birla Group - India
- Leighton Contractors Pty Ltd - Australia
- Malabar Cements Ltd - India
- Jaiprakash Power Ventures ltd
- Bhushan Steel Limited - India
- Bhatia International Limited - India
- MS Steel International - UAE
- Tamil Nadu electricity Board
- Central Electricity Authority - India
- The State Trading Corporation of India Ltd
- Siam City Cement - Thailand
- Lanco Infratech Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Ministry of Transport, Egypt
- Makarim & Taira - Indonesia
- Larsen & Toubro Limited - India
- Agrawal Coal Company - India
- SMG Consultants - Indonesia
- CIMB Investment Bank - Malaysia
- Star Paper Mills Limited - India
- Eastern Energy - Thailand
- Sinarmas Energy and Mining - Indonesia
- Bhoruka Overseas - Indonesia
- PTC India Limited - India
- Bulk Trading Sa - Switzerland
- Bangladesh Power Developement Board
- Kepco SPC Power Corporation, Philippines
- Vizag Seaport Private Limited - India
- Ministry of Finance - Indonesia
- Vedanta Resources Plc - India
- Antam Resourcindo - Indonesia
- New Zealand Coal & Carbon
- Price Waterhouse Coopers - Russia
- Mjunction Services Limited - India
- Kumho Petrochemical, South Korea
- Marubeni Corporation - India
- Iligan Light & Power Inc, Philippines
- Standard Chartered Bank - UAE
- Vijayanagar Sugar Pvt Ltd - India
- IEA Clean Coal Centre - UK
- ICICI Bank Limited - India
- Global Business Power Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- Wilmar Investment Holdings
- Ambuja Cements Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Renaissance Capital - South Africa
- Pipit Mutiara Jaya. PT, Indonesia
- PowerSource Philippines DevCo
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Barasentosa Lestari - Indonesia
- OPG Power Generation Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- Merrill Lynch Commodities Europe
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- IHS Mccloskey Coal Group - USA
- Deloitte Consulting - India
- London Commodity Brokers - England
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indo Tambangraya Megah - Indonesia
- Australian Coal Association
- Indogreen Group - Indonesia
- Cement Manufacturers Association - India
- Petron Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- SMC Global Power, Philippines
- Oldendorff Carriers - Singapore
- Anglo American - United Kingdom
- PNOC Exploration Corporation - Philippines
- Australian Commodity Traders Exchange
- South Luzon Thermal Energy Corporation
- Sree Jayajothi Cements Limited - India
- Baramulti Group, Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Global Green Power PLC Corporation, Philippines
- Indika Energy - Indonesia
- Simpson Spence & Young - Indonesia
- Trasteel International SA, Italy
- Formosa Plastics Group - Taiwan
- Latin American Coal - Colombia
- Meenaskhi Energy Private Limited - India
- Siam City Cement PLC, Thailand
- Mercuria Energy - Indonesia
- Chettinad Cement Corporation Ltd - India
- Energy Development Corp, Philippines
- Dalmia Cement Bharat India
- European Bulk Services B.V. - Netherlands
- GMR Energy Limited - India
- Therma Luzon, Inc, Philippines
- Minerals Council of Australia
- Carbofer General Trading SA - India
- Singapore Mercantile Exchange
- GAC Shipping (India) Pvt Ltd
- Jindal Steel & Power Ltd - India
- Tata Chemicals Ltd - India
- Grasim Industreis Ltd - India
- Gujarat Electricity Regulatory Commission - India
- GN Power Mariveles Coal Plant, Philippines
- The University of Queensland
- Mercator Lines Limited - India
- Straits Asia Resources Limited - Singapore
- ASAPP Information Group - India
|
| |
| |
|
