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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, 17 August 18
MALAYSIA'S MANJUNG 4 - WORLD COAL ASSOCIATION
According to the IEA’s Energy Access Outlook 2017 report, nearly all of those who gained access to electricity worldwide in the last 16 years ...
Thursday, 16 August 18
COAL PRODUCTION AT 37.11 PERCENT OF FULL-YEAR TARGET - THE JAKARTA POST
Indonesian coal production was recorded at 180 million tons on Wednesday, or 37.11 percent of the government’s 485 million target this year.
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Thursday, 16 August 18
OIL MARKET HIGHLIGHTS - OPEC
Crude Oil Price Movements
In July, the OPEC Reference Basket increased marginally by 5¢ m-o-m to settle at $73.27/b. Oil futures saw mixed ...
Tuesday, 14 August 18
THE CAPESIZE MARKET HAS SHOWN A TREMENDOUS COURSE DURING THE PAST 12 MONTHS - THOMAS CHASAPIS
The Capesize market has shown a tremendous course during the past 12 months, having quickly climbed out of the “hole that it had found itself ...
Monday, 13 August 18
A 50,200 DWT FIXED DELIVERY SINGAPORE TRIP VIA INDONESIA REDELIVERY CHINA IN THE LOW $10,000S - THE BALTIC BRIEFING
Capesize
Expectations of a further push in the market were largely unfulfilled last week as rates come under pressure in Asia as the North Atla ...
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Showing 1646 to 1650 news of total 6871 |
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- Madhucon Powers Ltd - India
- Bangladesh Power Developement Board
- GMR Energy Limited - India
- Savvy Resources Ltd - HongKong
- ASAPP Information Group - India
- Romanian Commodities Exchange
- Petron Corporation, Philippines
- Posco Energy - South Korea
- Trasteel International SA, Italy
- Tata Chemicals Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Thai Mozambique Logistica
- Petrochimia International Co. Ltd.- Taiwan
- Miang Besar Coal Terminal - Indonesia
- San Jose City I Power Corp, Philippines
- White Energy Company Limited
- Central Java Power - Indonesia
- IEA Clean Coal Centre - UK
- Medco Energi Mining Internasional
- PTC India Limited - India
- Mercator Lines Limited - India
- Maheswari Brothers Coal Limited - India
- Straits Asia Resources Limited - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- Ministry of Finance - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Edison Trading Spa - Italy
- Singapore Mercantile Exchange
- GVK Power & Infra Limited - India
- ICICI Bank Limited - India
- Orica Mining Services - Indonesia
- Minerals Council of Australia
- Vizag Seaport Private Limited - India
- Kobexindo Tractors - Indoneisa
- Indian Oil Corporation Limited
- Jaiprakash Power Ventures ltd
- Therma Luzon, Inc, Philippines
- Mjunction Services Limited - India
- Karaikal Port Pvt Ltd - India
- Orica Australia Pty. Ltd.
- Gujarat Sidhee Cement - India
- Eastern Coal Council - USA
- Uttam Galva Steels Limited - India
- SN Aboitiz Power Inc, Philippines
- Metalloyd Limited - United Kingdom
- Sical Logistics Limited - India
- Rio Tinto Coal - Australia
- Mercuria Energy - Indonesia
- Xindia Steels Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Meralco Power Generation, Philippines
- Meenaskhi Energy Private Limited - India
- Billiton Holdings Pty Ltd - Australia
- Indika Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- Kideco Jaya Agung - Indonesia
- International Coal Ventures Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Agrawal Coal Company - India
- Bukit Makmur.PT - Indonesia
- London Commodity Brokers - England
- Australian Commodity Traders Exchange
- Kalimantan Lumbung Energi - Indonesia
- Parry Sugars Refinery, India
- PowerSource Philippines DevCo
- Jindal Steel & Power Ltd - India
- European Bulk Services B.V. - Netherlands
- Thiess Contractors Indonesia
- Sakthi Sugars Limited - India
- Malabar Cements Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Toyota Tsusho Corporation, Japan
- Goldman Sachs - Singapore
- Barasentosa Lestari - Indonesia
- Central Electricity Authority - India
- Coalindo Energy - Indonesia
- Eastern Energy - Thailand
- Tamil Nadu electricity Board
- SMG Consultants - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kepco SPC Power Corporation, Philippines
- Wood Mackenzie - Singapore
- Attock Cement Pakistan Limited
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Baramulti Group, Indonesia
- AsiaOL BioFuels Corp., Philippines
- Leighton Contractors Pty Ltd - Australia
- Directorate Of Revenue Intelligence - India
- Georgia Ports Authority, United States
- MS Steel International - UAE
- Sarangani Energy Corporation, Philippines
- Wilmar Investment Holdings
- Kartika Selabumi Mining - Indonesia
- Semirara Mining Corp, Philippines
- SMC Global Power, Philippines
- Bhoruka Overseas - Indonesia
- The Treasury - Australian Government
- Global Coal Blending Company Limited - Australia
- CIMB Investment Bank - Malaysia
- Latin American Coal - Colombia
- Aditya Birla Group - India
- Global Green Power PLC Corporation, Philippines
- Ambuja Cements Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Lanco Infratech Ltd - India
- Indian Energy Exchange, India
- GAC Shipping (India) Pvt Ltd
- Ind-Barath Power Infra Limited - India
- Chettinad Cement Corporation Ltd - India
- Electricity Authority, New Zealand
- GN Power Mariveles Coal Plant, Philippines
- Sinarmas Energy and Mining - Indonesia
- Star Paper Mills Limited - India
- Pendopo Energi Batubara - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Kaltim Prima Coal - Indonesia
- Oldendorff Carriers - Singapore
- LBH Netherlands Bv - Netherlands
- Jorong Barutama Greston.PT - Indonesia
- New Zealand Coal & Carbon
- Ministry of Transport, Egypt
- Simpson Spence & Young - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Carbofer General Trading SA - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Globalindo Alam Lestari - Indonesia
- Dalmia Cement Bharat India
- Bukit Baiduri Energy - Indonesia
- Price Waterhouse Coopers - Russia
- Deloitte Consulting - India
- Essar Steel Hazira Ltd - India
- Siam City Cement PLC, Thailand
- Neyveli Lignite Corporation Ltd, - India
- Aboitiz Power Corporation - Philippines
- Salva Resources Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Banpu Public Company Limited - Thailand
- Port Waratah Coal Services - Australia
- Interocean Group of Companies - India
- Commonwealth Bank - Australia
- Bayan Resources Tbk. - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Marubeni Corporation - India
- Videocon Industries ltd - India
- Independent Power Producers Association of India
- Australian Coal Association
- Parliament of New Zealand
- South Luzon Thermal Energy Corporation
- Manunggal Multi Energi - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- McConnell Dowell - Australia
- Cement Manufacturers Association - India
- Binh Thuan Hamico - Vietnam
- Grasim Industreis Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- TeaM Sual Corporation - Philippines
- Merrill Lynch Commodities Europe
- Ministry of Mines - Canada
- Renaissance Capital - South Africa
- Directorate General of MIneral and Coal - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Bhatia International Limited - India
- Bharathi Cement Corporation - India
- Planning Commission, India
- Timah Investasi Mineral - Indoneisa
- Global Business Power Corporation, Philippines
- Siam City Cement - Thailand
- Kumho Petrochemical, South Korea
- Cigading International Bulk Terminal - Indonesia
- Heidelberg Cement - Germany
- Sindya Power Generating Company Private Ltd
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- Larsen & Toubro Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Holcim Trading Pte Ltd - Singapore
- VISA Power Limited - India
- Coal and Oil Company - UAE
- Vedanta Resources Plc - India
- Indonesian Coal Mining Association
- Semirara Mining and Power Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Borneo Indobara - Indonesia
- Chamber of Mines of South Africa
- CNBM International Corporation - China
- Coastal Gujarat Power Limited - India
- Riau Bara Harum - Indonesia
- Bulk Trading Sa - Switzerland
- Sree Jayajothi Cements Limited - India
- PNOC Exploration Corporation - Philippines
- The State Trading Corporation of India Ltd
- PetroVietnam Power Coal Import and Supply Company
- Altura Mining Limited, Indonesia
- Indogreen Group - Indonesia
- IHS Mccloskey Coal Group - USA
- Standard Chartered Bank - UAE
- Makarim & Taira - Indonesia
- The University of Queensland
- Africa Commodities Group - South Africa
- Antam Resourcindo - Indonesia
- Intertek Mineral Services - Indonesia
- India Bulls Power Limited - India
- Economic Council, Georgia
- Energy Link Ltd, New Zealand
- Energy Development Corp, Philippines
- Mintek Dendrill Indonesia
- Bhushan Steel Limited - India
- Kapuas Tunggal Persada - Indonesia
- Anglo American - United Kingdom
- OPG Power Generation Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Power Finance Corporation Ltd., India
- Indo Tambangraya Megah - Indonesia
- Sojitz Corporation - Japan
- Karbindo Abesyapradhi - Indoneisa
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