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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, 23 August 18
SUPRAMAX: SOME FRESH COAL CARGOES APPEARED IN SE ASIA, GIVING A BIT PRESSURE ON RATES FOR END AUGUST SHIPMENTS - FEARNLEYS
Capesize
Slightly softer but generally very healthy for the big ships, with limited supply of early tonnage and positive Brazilian ore export v ...
Wednesday, 22 August 18
KOMIPO INVITES BIDS FOR 480K TONS OF BITUMINOUS COAL FOR BORYEONG POWER PLANT & SHIN BORYEONG POWER PLANTS
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued a tender for 480,000 mt of min. 5700 NAR coal of Australian origi ...
Wednesday, 22 August 18
SHIPPING MARKET INSIGHT - GEORGE PANAGOPOULOS
During the most quite week of the summer period we witnessed a trade war between United States and Turkey. A battle, which started with the arrest ...
Monday, 20 August 18
SUPRAMAX: OVERALL IT WAS A POSITIVE WEEK FOR THE BSI INDEX WITH GAINS MADE - THE BALTIC BRIEFING
Capesize
A week of largely unfulfilled expectations with holidays again curbing activity. Rates remained essentially healthy, but despite bad wea ...
Friday, 17 August 18
DO ARBITRATION AGREEMENTS IN BILLS OF LADING BIND THEIR HOLDERS? - WFW
KNOWLEDGE TO ELEVATE
Bills of lading are a crucial part of the security package traditionally sought by trade finance providers.
...
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- Kaltim Prima Coal - Indonesia
- Coastal Gujarat Power Limited - India
- Sarangani Energy Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Gujarat Electricity Regulatory Commission - India
- Gujarat Sidhee Cement - India
- Pendopo Energi Batubara - Indonesia
- Kapuas Tunggal Persada - Indonesia
- OPG Power Generation Pvt Ltd - India
- Chamber of Mines of South Africa
- ASAPP Information Group - India
- Indian Oil Corporation Limited
- Coal and Oil Company - UAE
- Chettinad Cement Corporation Ltd - India
- Kartika Selabumi Mining - Indonesia
- Coalindo Energy - Indonesia
- Directorate Of Revenue Intelligence - India
- Agrawal Coal Company - India
- IEA Clean Coal Centre - UK
- Mercuria Energy - Indonesia
- Uttam Galva Steels Limited - India
- Karaikal Port Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Intertek Mineral Services - Indonesia
- Sojitz Corporation - Japan
- Meenaskhi Energy Private Limited - India
- Indonesian Coal Mining Association
- Ceylon Electricity Board - Sri Lanka
- VISA Power Limited - India
- Carbofer General Trading SA - India
- Tamil Nadu electricity Board
- Mjunction Services Limited - India
- Australian Coal Association
- Energy Link Ltd, New Zealand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Binh Thuan Hamico - Vietnam
- PowerSource Philippines DevCo
- Manunggal Multi Energi - Indonesia
- New Zealand Coal & Carbon
- Mintek Dendrill Indonesia
- Georgia Ports Authority, United States
- Malabar Cements Ltd - India
- GVK Power & Infra Limited - India
- Jindal Steel & Power Ltd - India
- Salva Resources Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Banpu Public Company Limited - Thailand
- Parry Sugars Refinery, India
- Altura Mining Limited, Indonesia
- Sindya Power Generating Company Private Ltd
- Wood Mackenzie - Singapore
- Sree Jayajothi Cements Limited - India
- Aditya Birla Group - India
- Maharashtra Electricity Regulatory Commission - India
- PetroVietnam Power Coal Import and Supply Company
- Jaiprakash Power Ventures ltd
- Asmin Koalindo Tuhup - Indonesia
- London Commodity Brokers - England
- Energy Development Corp, Philippines
- Lanco Infratech Ltd - India
- Siam City Cement PLC, Thailand
- Independent Power Producers Association of India
- Larsen & Toubro Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Goldman Sachs - Singapore
- Latin American Coal - Colombia
- Kepco SPC Power Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- SMG Consultants - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Commonwealth Bank - Australia
- Africa Commodities Group - South Africa
- Cigading International Bulk Terminal - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ambuja Cements Ltd - India
- Madhucon Powers Ltd - India
- SMC Global Power, Philippines
- Tata Chemicals Ltd - India
- Bhoruka Overseas - Indonesia
- Planning Commission, India
- Borneo Indobara - Indonesia
- Petron Corporation, Philippines
- Thiess Contractors Indonesia
- Electricity Authority, New Zealand
- Gujarat Mineral Development Corp Ltd - India
- Maheswari Brothers Coal Limited - India
- Minerals Council of Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Petrochimia International Co. Ltd.- Taiwan
- TNB Fuel Sdn Bhd - Malaysia
- Indogreen Group - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Bhushan Steel Limited - India
- Meralco Power Generation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Marubeni Corporation - India
- Holcim Trading Pte Ltd - Singapore
- Rio Tinto Coal - Australia
- Heidelberg Cement - Germany
- ICICI Bank Limited - India
- Bhatia International Limited - India
- Star Paper Mills Limited - India
- Toyota Tsusho Corporation, Japan
- Central Java Power - Indonesia
- Medco Energi Mining Internasional
- McConnell Dowell - Australia
- Timah Investasi Mineral - Indoneisa
- Global Coal Blending Company Limited - Australia
- GMR Energy Limited - India
- Attock Cement Pakistan Limited
- Economic Council, Georgia
- Savvy Resources Ltd - HongKong
- Indika Energy - Indonesia
- International Coal Ventures Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Globalindo Alam Lestari - Indonesia
- Renaissance Capital - South Africa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kohat Cement Company Ltd. - Pakistan
- Sinarmas Energy and Mining - Indonesia
- Standard Chartered Bank - UAE
- Ind-Barath Power Infra Limited - India
- Interocean Group of Companies - India
- TeaM Sual Corporation - Philippines
- Baramulti Group, Indonesia
- Xindia Steels Limited - India
- Alfred C Toepfer International GmbH - Germany
- Bukit Baiduri Energy - Indonesia
- Bangladesh Power Developement Board
- Riau Bara Harum - Indonesia
- Singapore Mercantile Exchange
- Port Waratah Coal Services - Australia
- Indo Tambangraya Megah - Indonesia
- CIMB Investment Bank - Malaysia
- Anglo American - United Kingdom
- Iligan Light & Power Inc, Philippines
- Power Finance Corporation Ltd., India
- The Treasury - Australian Government
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Romanian Commodities Exchange
- Trasteel International SA, Italy
- White Energy Company Limited
- SN Aboitiz Power Inc, Philippines
- Sical Logistics Limited - India
- Sakthi Sugars Limited - India
- Grasim Industreis Ltd - India
- GAC Shipping (India) Pvt Ltd
- Semirara Mining Corp, Philippines
- CNBM International Corporation - China
- LBH Netherlands Bv - Netherlands
- Thai Mozambique Logistica
- PTC India Limited - India
- Posco Energy - South Korea
- Eastern Coal Council - USA
- Indian Energy Exchange, India
- The University of Queensland
- South Luzon Thermal Energy Corporation
- Bharathi Cement Corporation - India
- Ministry of Transport, Egypt
- Orica Mining Services - Indonesia
- Deloitte Consulting - India
- Kumho Petrochemical, South Korea
- San Jose City I Power Corp, Philippines
- Oldendorff Carriers - Singapore
- Merrill Lynch Commodities Europe
- Electricity Generating Authority of Thailand
- PNOC Exploration Corporation - Philippines
- Metalloyd Limited - United Kingdom
- Bukit Makmur.PT - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Aboitiz Power Corporation - Philippines
- Antam Resourcindo - Indonesia
- Cement Manufacturers Association - India
- Krishnapatnam Port Company Ltd. - India
- Bulk Trading Sa - Switzerland
- Barasentosa Lestari - Indonesia
- Straits Asia Resources Limited - Singapore
- Parliament of New Zealand
- Eastern Energy - Thailand
- The State Trading Corporation of India Ltd
- Ministry of Mines - Canada
- Global Business Power Corporation, Philippines
- Siam City Cement - Thailand
- Vedanta Resources Plc - India
- AsiaOL BioFuels Corp., Philippines
- Simpson Spence & Young - Indonesia
- Australian Commodity Traders Exchange
- Vizag Seaport Private Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Formosa Plastics Group - Taiwan
- Makarim & Taira - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Dalmia Cement Bharat India
- Central Electricity Authority - India
- Orica Australia Pty. Ltd.
- MS Steel International - UAE
- Price Waterhouse Coopers - Russia
- Mercator Lines Limited - India
- Videocon Industries ltd - India
- Kideco Jaya Agung - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Wilmar Investment Holdings
- India Bulls Power Limited - India
- Therma Luzon, Inc, Philippines
- Edison Trading Spa - Italy
- IHS Mccloskey Coal Group - USA
- Samtan Co., Ltd - South Korea
- Rashtriya Ispat Nigam Limited - India
- Ministry of Finance - Indonesia
- Global Green Power PLC Corporation, Philippines
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