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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, 05 September 18
ASIAN DEMAND COULD CREATE DEFICIT IN GLOBAL LNG MARKET - FITCH RATINGS
Growing gas demand from Asia, particularly from China, could swing the liquefied natural gas (LNG) market into a deficit by 2022-2025, Fitch Rating ...
Tuesday, 04 September 18
SUPRAMAX: THE ASIAN SECTOR REMAINED ACTIVE WITH RATES STILL FIRM ESPECIALLY IN SE ASIA - BALTIC BRIEFING
Capesize
A turnaround in fortunes for the big ships, with a few slower days in the market. A build-up of tonnage and a lack of Brazil cargoes r ...
Thursday, 30 August 18
SUPRAMAX: CIS COAL TO FAR EAST WENT AT MID TENS AND TO SE ASIA AT CA USD 8000 - FEARNLEYS
Capesize
There was a slow start this week with holiday in UK on Monday. The index has been slowly coming off since then; The C5 route has seen ...
Wednesday, 29 August 18
MID-YEAR FY19 POWER OUTLOOK: IMPORTED COAL REQUIREMENT TO INCREASE DURING REMAINING FY19: IND-RA
India Ratings and Research (Ind-Ra) has maintained a stable-to-negative outlook on the Indian power sector for the remaining FY19, despite a rise i ...
Wednesday, 29 August 18
IMPACT ON CHARTERPARTIES - TIME TO ACT NOW : NORTH P&I CLUB
KNOWLEDGE TO ELEVATE
The challenges introduced by the global sulphur cap are not exclusively technical. The new limits are likely to impact co ...
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Showing 1631 to 1635 news of total 6871 |
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- Standard Chartered Bank - UAE
- OPG Power Generation Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- European Bulk Services B.V. - Netherlands
- Malabar Cements Ltd - India
- International Coal Ventures Pvt Ltd - India
- Independent Power Producers Association of India
- Maharashtra Electricity Regulatory Commission - India
- Anglo American - United Kingdom
- Vedanta Resources Plc - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Siam City Cement PLC, Thailand
- Chettinad Cement Corporation Ltd - India
- MS Steel International - UAE
- London Commodity Brokers - England
- Sinarmas Energy and Mining - Indonesia
- Antam Resourcindo - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Commonwealth Bank - Australia
- PowerSource Philippines DevCo
- Semirara Mining Corp, Philippines
- Parry Sugars Refinery, India
- Tata Chemicals Ltd - India
- Mintek Dendrill Indonesia
- Essar Steel Hazira Ltd - India
- Energy Development Corp, Philippines
- Karaikal Port Pvt Ltd - India
- Edison Trading Spa - Italy
- PetroVietnam Power Coal Import and Supply Company
- ASAPP Information Group - India
- Alfred C Toepfer International GmbH - Germany
- Indian Oil Corporation Limited
- Xindia Steels Limited - India
- Sojitz Corporation - Japan
- McConnell Dowell - Australia
- Timah Investasi Mineral - Indoneisa
- Globalindo Alam Lestari - Indonesia
- CIMB Investment Bank - Malaysia
- Marubeni Corporation - India
- Minerals Council of Australia
- Indo Tambangraya Megah - Indonesia
- Dalmia Cement Bharat India
- Pendopo Energi Batubara - Indonesia
- Bharathi Cement Corporation - India
- Oldendorff Carriers - Singapore
- Latin American Coal - Colombia
- GAC Shipping (India) Pvt Ltd
- Bayan Resources Tbk. - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Grasim Industreis Ltd - India
- Toyota Tsusho Corporation, Japan
- Deloitte Consulting - India
- Tamil Nadu electricity Board
- Therma Luzon, Inc, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Straits Asia Resources Limited - Singapore
- Medco Energi Mining Internasional
- Kalimantan Lumbung Energi - Indonesia
- Petron Corporation, Philippines
- Baramulti Group, Indonesia
- Mjunction Services Limited - India
- CNBM International Corporation - China
- Australian Coal Association
- Thiess Contractors Indonesia
- Madhucon Powers Ltd - India
- Ind-Barath Power Infra Limited - India
- Cigading International Bulk Terminal - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Miang Besar Coal Terminal - Indonesia
- Bhushan Steel Limited - India
- Cement Manufacturers Association - India
- Formosa Plastics Group - Taiwan
- Sree Jayajothi Cements Limited - India
- Semirara Mining and Power Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Mercator Lines Limited - India
- Electricity Authority, New Zealand
- Sakthi Sugars Limited - India
- Trasteel International SA, Italy
- Renaissance Capital - South Africa
- Petrochimia International Co. Ltd.- Taiwan
- Orica Mining Services - Indonesia
- Agrawal Coal Company - India
- Coal and Oil Company - UAE
- The State Trading Corporation of India Ltd
- Central Electricity Authority - India
- Posco Energy - South Korea
- Global Coal Blending Company Limited - Australia
- Electricity Generating Authority of Thailand
- Power Finance Corporation Ltd., India
- Africa Commodities Group - South Africa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- GVK Power & Infra Limited - India
- Interocean Group of Companies - India
- GN Power Mariveles Coal Plant, Philippines
- Singapore Mercantile Exchange
- Eastern Coal Council - USA
- Vizag Seaport Private Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Uttam Galva Steels Limited - India
- Central Java Power - Indonesia
- Indian Energy Exchange, India
- Kohat Cement Company Ltd. - Pakistan
- Planning Commission, India
- The Treasury - Australian Government
- Directorate General of MIneral and Coal - Indonesia
- Wood Mackenzie - Singapore
- Makarim & Taira - Indonesia
- Banpu Public Company Limited - Thailand
- Rio Tinto Coal - Australia
- Coalindo Energy - Indonesia
- Ministry of Transport, Egypt
- White Energy Company Limited
- Kideco Jaya Agung - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Krishnapatnam Port Company Ltd. - India
- Rashtriya Ispat Nigam Limited - India
- Energy Link Ltd, New Zealand
- Asmin Koalindo Tuhup - Indonesia
- Binh Thuan Hamico - Vietnam
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- South Luzon Thermal Energy Corporation
- Australian Commodity Traders Exchange
- Gujarat Sidhee Cement - India
- Orica Australia Pty. Ltd.
- Indika Energy - Indonesia
- Aditya Birla Group - India
- TeaM Sual Corporation - Philippines
- Heidelberg Cement - Germany
- Port Waratah Coal Services - Australia
- Larsen & Toubro Limited - India
- New Zealand Coal & Carbon
- Romanian Commodities Exchange
- Iligan Light & Power Inc, Philippines
- San Jose City I Power Corp, Philippines
- Borneo Indobara - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Merrill Lynch Commodities Europe
- Vijayanagar Sugar Pvt Ltd - India
- Ambuja Cements Ltd - India
- Indonesian Coal Mining Association
- PNOC Exploration Corporation - Philippines
- Bhatia International Limited - India
- Bhoruka Overseas - Indonesia
- Wilmar Investment Holdings
- Sical Logistics Limited - India
- Thai Mozambique Logistica
- Star Paper Mills Limited - India
- Sindya Power Generating Company Private Ltd
- VISA Power Limited - India
- Bukit Baiduri Energy - Indonesia
- Eastern Energy - Thailand
- Meralco Power Generation, Philippines
- Kepco SPC Power Corporation, Philippines
- Lanco Infratech Ltd - India
- LBH Netherlands Bv - Netherlands
- Kartika Selabumi Mining - Indonesia
- Manunggal Multi Energi - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Metalloyd Limited - United Kingdom
- Ceylon Electricity Board - Sri Lanka
- Kobexindo Tractors - Indoneisa
- Global Green Power PLC Corporation, Philippines
- Barasentosa Lestari - Indonesia
- GMR Energy Limited - India
- Georgia Ports Authority, United States
- Altura Mining Limited, Indonesia
- Ministry of Finance - Indonesia
- Jaiprakash Power Ventures ltd
- Chamber of Mines of South Africa
- The University of Queensland
- Simpson Spence & Young - Indonesia
- Maheswari Brothers Coal Limited - India
- Jindal Steel & Power Ltd - India
- SMC Global Power, Philippines
- Bulk Trading Sa - Switzerland
- Parliament of New Zealand
- Sarangani Energy Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Global Business Power Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Aboitiz Power Corporation - Philippines
- Attock Cement Pakistan Limited
- Jorong Barutama Greston.PT - Indonesia
- Coastal Gujarat Power Limited - India
- IHS Mccloskey Coal Group - USA
- Economic Council, Georgia
- Siam City Cement - Thailand
- Meenaskhi Energy Private Limited - India
- Leighton Contractors Pty Ltd - Australia
- IEA Clean Coal Centre - UK
- Billiton Holdings Pty Ltd - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Ministry of Mines - Canada
- PTC India Limited - India
- India Bulls Power Limited - India
- Carbofer General Trading SA - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- AsiaOL BioFuels Corp., Philippines
- Directorate Of Revenue Intelligence - India
- SMG Consultants - Indonesia
- Riau Bara Harum - Indonesia
- Salva Resources Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Price Waterhouse Coopers - Russia
- Mercuria Energy - Indonesia
- Kumho Petrochemical, South Korea
- Indogreen Group - Indonesia
- Samtan Co., Ltd - South Korea
- Bukit Makmur.PT - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- ICICI Bank Limited - India
- SN Aboitiz Power Inc, Philippines
- Videocon Industries ltd - India
- Goldman Sachs - Singapore
- Bangladesh Power Developement Board
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