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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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Wednesday, 03 October 18
SHIPPING MARKET INSIGHT - KATERINA RESTIS
The bunker fuel supply and availability landscape is close to its transformation with the enforcement of the IMO’s global 0.5% fuel Sulphur c ...
Tuesday, 02 October 18
PANAMAX: A FURTHER RISE ACROSS ALL MAIN ROUTES THIS WEEK - ALLIED
Capesize
Finally an upward recovery was in sight in the spot market the past few days, after the prolonged negative pressure noted the weeks pr ...
Tuesday, 02 October 18
THE PRICE OF OIL CONTINUES ITS CLIMB AMIDST A SERIES OF CONCERNS REGARDING SUPPLY CONSTRAINTS - GEORGE LAZARIDIS
It has been a busy week for oil traders as the price of oil continues its climb amidst a series of concerns regarding supply constraints.
...
Tuesday, 02 October 18
INDONESIA GETS READY TO MEET INCREASED COAL DEMAND FROM CHINA, FREIGHT TO RESPOND - MIKAL BOE
Indonesian coal suppliers have increased their domestic coal production target by 4.5 percent from a previous 485 million tonnes to a massive 507 m ...
Monday, 01 October 18
SUPRAMAX: A 56,000 DWT FIXED DELIVERY FOR A SURABAYA TRIP WITH REDELIVERY TO WEST COAST INDIA AT $13,500 - THE BALTIC BRIEFING
Capesize
A stop-start market for the big ships with many expectations and few fulfilled. Holidays curtailed trading early in the week, but the ...
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- Eastern Coal Council - USA
- Krishnapatnam Port Company Ltd. - India
- Posco Energy - South Korea
- Therma Luzon, Inc, Philippines
- Indika Energy - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Australian Coal Association
- Merrill Lynch Commodities Europe
- Sakthi Sugars Limited - India
- Standard Chartered Bank - UAE
- The State Trading Corporation of India Ltd
- Jaiprakash Power Ventures ltd
- Central Java Power - Indonesia
- European Bulk Services B.V. - Netherlands
- Petron Corporation, Philippines
- London Commodity Brokers - England
- International Coal Ventures Pvt Ltd - India
- Madhucon Powers Ltd - India
- Manunggal Multi Energi - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Lanco Infratech Ltd - India
- Bhushan Steel Limited - India
- Bangladesh Power Developement Board
- Planning Commission, India
- Agrawal Coal Company - India
- Kohat Cement Company Ltd. - Pakistan
- Indo Tambangraya Megah - Indonesia
- Africa Commodities Group - South Africa
- Vijayanagar Sugar Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Star Paper Mills Limited - India
- Ceylon Electricity Board - Sri Lanka
- Wood Mackenzie - Singapore
- Carbofer General Trading SA - India
- Economic Council, Georgia
- Bahari Cakrawala Sebuku - Indonesia
- SMC Global Power, Philippines
- The University of Queensland
- Interocean Group of Companies - India
- Chettinad Cement Corporation Ltd - India
- South Luzon Thermal Energy Corporation
- Rashtriya Ispat Nigam Limited - India
- Price Waterhouse Coopers - Russia
- Billiton Holdings Pty Ltd - Australia
- Essar Steel Hazira Ltd - India
- ASAPP Information Group - India
- Cigading International Bulk Terminal - Indonesia
- Ambuja Cements Ltd - India
- Energy Link Ltd, New Zealand
- Petrochimia International Co. Ltd.- Taiwan
- Asmin Koalindo Tuhup - Indonesia
- Deloitte Consulting - India
- Karbindo Abesyapradhi - Indoneisa
- Sical Logistics Limited - India
- Parry Sugars Refinery, India
- Baramulti Group, Indonesia
- The Treasury - Australian Government
- Kartika Selabumi Mining - Indonesia
- Marubeni Corporation - India
- TeaM Sual Corporation - Philippines
- Siam City Cement PLC, Thailand
- Sree Jayajothi Cements Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Grasim Industreis Ltd - India
- GVK Power & Infra Limited - India
- Bulk Trading Sa - Switzerland
- Orica Mining Services - Indonesia
- Thiess Contractors Indonesia
- Kideco Jaya Agung - Indonesia
- Banpu Public Company Limited - Thailand
- Samtan Co., Ltd - South Korea
- Sojitz Corporation - Japan
- Independent Power Producers Association of India
- Simpson Spence & Young - Indonesia
- Binh Thuan Hamico - Vietnam
- TNB Fuel Sdn Bhd - Malaysia
- Singapore Mercantile Exchange
- Electricity Authority, New Zealand
- Oldendorff Carriers - Singapore
- Jorong Barutama Greston.PT - Indonesia
- Ministry of Finance - Indonesia
- Metalloyd Limited - United Kingdom
- Larsen & Toubro Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Power Finance Corporation Ltd., India
- Coalindo Energy - Indonesia
- Bukit Makmur.PT - Indonesia
- Ind-Barath Power Infra Limited - India
- Intertek Mineral Services - Indonesia
- Port Waratah Coal Services - Australia
- Jindal Steel & Power Ltd - India
- Minerals Council of Australia
- GAC Shipping (India) Pvt Ltd
- IHS Mccloskey Coal Group - USA
- Commonwealth Bank - Australia
- Timah Investasi Mineral - Indoneisa
- Aboitiz Power Corporation - Philippines
- Globalindo Alam Lestari - Indonesia
- Indogreen Group - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Orica Australia Pty. Ltd.
- Bhatia International Limited - India
- Indian Oil Corporation Limited
- Latin American Coal - Colombia
- SN Aboitiz Power Inc, Philippines
- Medco Energi Mining Internasional
- Mintek Dendrill Indonesia
- MS Steel International - UAE
- GN Power Mariveles Coal Plant, Philippines
- Cement Manufacturers Association - India
- Kaltim Prima Coal - Indonesia
- Gujarat Sidhee Cement - India
- Rio Tinto Coal - Australia
- Altura Mining Limited, Indonesia
- Xindia Steels Limited - India
- Meralco Power Generation, Philippines
- Aditya Birla Group - India
- Goldman Sachs - Singapore
- Australian Commodity Traders Exchange
- Kalimantan Lumbung Energi - Indonesia
- PowerSource Philippines DevCo
- CIMB Investment Bank - Malaysia
- LBH Netherlands Bv - Netherlands
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Central Electricity Authority - India
- Anglo American - United Kingdom
- IEA Clean Coal Centre - UK
- Holcim Trading Pte Ltd - Singapore
- Kobexindo Tractors - Indoneisa
- Mjunction Services Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Vizag Seaport Private Limited - India
- Maharashtra Electricity Regulatory Commission - India
- VISA Power Limited - India
- Antam Resourcindo - Indonesia
- Semirara Mining Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Iligan Light & Power Inc, Philippines
- AsiaOL BioFuels Corp., Philippines
- Ministry of Mines - Canada
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sarangani Energy Corporation, Philippines
- Global Business Power Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Borneo Indobara - Indonesia
- Electricity Generating Authority of Thailand
- Tata Chemicals Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Bhoruka Overseas - Indonesia
- GMR Energy Limited - India
- Wilmar Investment Holdings
- OPG Power Generation Pvt Ltd - India
- Parliament of New Zealand
- Mercuria Energy - Indonesia
- Sindya Power Generating Company Private Ltd
- Pendopo Energi Batubara - Indonesia
- Formosa Plastics Group - Taiwan
- Kepco SPC Power Corporation, Philippines
- Coastal Gujarat Power Limited - India
- San Jose City I Power Corp, Philippines
- India Bulls Power Limited - India
- New Zealand Coal & Carbon
- Makarim & Taira - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Straits Asia Resources Limited - Singapore
- Meenaskhi Energy Private Limited - India
- Uttam Galva Steels Limited - India
- Toyota Tsusho Corporation, Japan
- Bukit Baiduri Energy - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- Tamil Nadu electricity Board
- Chamber of Mines of South Africa
- Renaissance Capital - South Africa
- Kumho Petrochemical, South Korea
- Videocon Industries ltd - India
- Vedanta Resources Plc - India
- Energy Development Corp, Philippines
- Malabar Cements Ltd - India
- CNBM International Corporation - China
- Mercator Lines Limited - India
- Dalmia Cement Bharat India
- Edison Trading Spa - Italy
- Attock Cement Pakistan Limited
- SMG Consultants - Indonesia
- Thai Mozambique Logistica
- Coal and Oil Company - UAE
- Bukit Asam (Persero) Tbk - Indonesia
- PTC India Limited - India
- Bharathi Cement Corporation - India
- Gujarat Electricity Regulatory Commission - India
- Heidelberg Cement - Germany
- Gujarat Mineral Development Corp Ltd - India
- Romanian Commodities Exchange
- Trasteel International SA, Italy
- Directorate Of Revenue Intelligence - India
- White Energy Company Limited
- Kapuas Tunggal Persada - Indonesia
- Ministry of Transport, Egypt
- Indian Energy Exchange, India
- Indonesian Coal Mining Association
- ICICI Bank Limited - India
- Global Coal Blending Company Limited - Australia
- PNOC Exploration Corporation - Philippines
- McConnell Dowell - Australia
- Georgia Ports Authority, United States
- Maheswari Brothers Coal Limited - India
- Sinarmas Energy and Mining - Indonesia
- Salva Resources Pvt Ltd - India
- Eastern Energy - Thailand
- Siam City Cement - Thailand
- Bayan Resources Tbk. - Indonesia
- Barasentosa Lestari - Indonesia
- Riau Bara Harum - Indonesia
- Savvy Resources Ltd - HongKong
- Miang Besar Coal Terminal - Indonesia
- Karaikal Port Pvt Ltd - India
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