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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, 03 August 18
HBA HAS RISEN 28.41 PER CENT IN A YEAR TO BE AT THEIR HIGHEST LEVELS SINCE JANUARY 2012
COALspot.com: The benchmark price of Indonesian thermal coal has risen 28.41 per cent in a year to be at their highest levels since January 2012.&n ...
Thursday, 02 August 18
INDO / CHINA COAL RV'S IS PAYING AROUND USD 11,000 TO SUPRAS BSS DELIVERY SINGAPORE - FEARNLEYS
Capesize
The counter seasonally strong market during the summer months bodes well for the remainder of the year.
According ...
Wednesday, 01 August 18
JOKOWI CANCELS PLAN TO REVOKE COAL DMO - JP
President Joko "Jokowi" Widodo on Tuesday has canceled the government’s plan to revoke the domestic market obligation (DMO) for coa ...
Wednesday, 01 August 18
SHIPPING MARKET INSIGHT - GIANNIS ANDRITSOPOULOS
The dry bulk market activity over the past four weeks has remained stable when compared to the previous months. There are concerns with regards to ...
Tuesday, 31 July 18
INDONESIA UNLIKELY TO CHANGE COAL SUPPLY, PRICING RULES UNTIL 2019 - REUTERS
Indonesia is unlikely to change its rules on domestic coal supply and pricing until 2019, Coordinating Maritime Minister Luhut Pandjaitan said on M ...
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- Cigading International Bulk Terminal - Indonesia
- Siam City Cement PLC, Thailand
- ICICI Bank Limited - India
- Carbofer General Trading SA - India
- Anglo American - United Kingdom
- Meenaskhi Energy Private Limited - India
- Electricity Generating Authority of Thailand
- Leighton Contractors Pty Ltd - Australia
- Directorate General of MIneral and Coal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Grasim Industreis Ltd - India
- Aditya Birla Group - India
- LBH Netherlands Bv - Netherlands
- Heidelberg Cement - Germany
- Trasteel International SA, Italy
- Kohat Cement Company Ltd. - Pakistan
- Mercator Lines Limited - India
- Larsen & Toubro Limited - India
- Ministry of Finance - Indonesia
- Marubeni Corporation - India
- Thai Mozambique Logistica
- Singapore Mercantile Exchange
- Alfred C Toepfer International GmbH - Germany
- Therma Luzon, Inc, Philippines
- PowerSource Philippines DevCo
- Pendopo Energi Batubara - Indonesia
- European Bulk Services B.V. - Netherlands
- Mintek Dendrill Indonesia
- Ceylon Electricity Board - Sri Lanka
- Karaikal Port Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- Savvy Resources Ltd - HongKong
- CNBM International Corporation - China
- Semirara Mining Corp, Philippines
- PTC India Limited - India
- Bangladesh Power Developement Board
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- IHS Mccloskey Coal Group - USA
- Bharathi Cement Corporation - India
- Kaltim Prima Coal - Indonesia
- Borneo Indobara - Indonesia
- Maheswari Brothers Coal Limited - India
- Essar Steel Hazira Ltd - India
- Commonwealth Bank - Australia
- TNB Fuel Sdn Bhd - Malaysia
- Kideco Jaya Agung - Indonesia
- Parry Sugars Refinery, India
- Bulk Trading Sa - Switzerland
- Jorong Barutama Greston.PT - Indonesia
- Thiess Contractors Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Edison Trading Spa - Italy
- Bayan Resources Tbk. - Indonesia
- Samtan Co., Ltd - South Korea
- IEA Clean Coal Centre - UK
- Manunggal Multi Energi - Indonesia
- Madhucon Powers Ltd - India
- Standard Chartered Bank - UAE
- Sindya Power Generating Company Private Ltd
- Gujarat Mineral Development Corp Ltd - India
- Sojitz Corporation - Japan
- Miang Besar Coal Terminal - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bukit Makmur.PT - Indonesia
- TeaM Sual Corporation - Philippines
- Bhoruka Overseas - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Malabar Cements Ltd - India
- Gujarat Sidhee Cement - India
- Coastal Gujarat Power Limited - India
- Xindia Steels Limited - India
- Posco Energy - South Korea
- Bahari Cakrawala Sebuku - Indonesia
- Bhatia International Limited - India
- McConnell Dowell - Australia
- Barasentosa Lestari - Indonesia
- SMG Consultants - Indonesia
- Oldendorff Carriers - Singapore
- SN Aboitiz Power Inc, Philippines
- Bukit Baiduri Energy - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Formosa Plastics Group - Taiwan
- Renaissance Capital - South Africa
- Jindal Steel & Power Ltd - India
- Antam Resourcindo - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bhushan Steel Limited - India
- ASAPP Information Group - India
- Independent Power Producers Association of India
- Planning Commission, India
- Coal and Oil Company - UAE
- Australian Coal Association
- Lanco Infratech Ltd - India
- Deloitte Consulting - India
- Wood Mackenzie - Singapore
- Wilmar Investment Holdings
- Salva Resources Pvt Ltd - India
- International Coal Ventures Pvt Ltd - India
- VISA Power Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Siam City Cement - Thailand
- Dalmia Cement Bharat India
- Videocon Industries ltd - India
- Kepco SPC Power Corporation, Philippines
- SMC Global Power, Philippines
- Iligan Light & Power Inc, Philippines
- Sinarmas Energy and Mining - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Indonesian Coal Mining Association
- Star Paper Mills Limited - India
- Indogreen Group - Indonesia
- Global Green Power PLC Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Central Java Power - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Eastern Coal Council - USA
- Interocean Group of Companies - India
- Orica Mining Services - Indonesia
- Simpson Spence & Young - Indonesia
- Minerals Council of Australia
- Aboitiz Power Corporation - Philippines
- OPG Power Generation Pvt Ltd - India
- Ministry of Mines - Canada
- PNOC Exploration Corporation - Philippines
- Riau Bara Harum - Indonesia
- Makarim & Taira - Indonesia
- Romanian Commodities Exchange
- India Bulls Power Limited - India
- Energy Link Ltd, New Zealand
- Tata Chemicals Ltd - India
- White Energy Company Limited
- Sakthi Sugars Limited - India
- Petron Corporation, Philippines
- Global Business Power Corporation, Philippines
- Parliament of New Zealand
- Australian Commodity Traders Exchange
- PetroVietnam Power Coal Import and Supply Company
- Krishnapatnam Port Company Ltd. - India
- Kumho Petrochemical, South Korea
- New Zealand Coal & Carbon
- Orica Australia Pty. Ltd.
- The University of Queensland
- Directorate Of Revenue Intelligence - India
- Intertek Mineral Services - Indonesia
- Vedanta Resources Plc - India
- CIMB Investment Bank - Malaysia
- The Treasury - Australian Government
- Rio Tinto Coal - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Energy Development Corp, Philippines
- Billiton Holdings Pty Ltd - Australia
- Chamber of Mines of South Africa
- Tamil Nadu electricity Board
- Petrochimia International Co. Ltd.- Taiwan
- Asmin Koalindo Tuhup - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indian Oil Corporation Limited
- Metalloyd Limited - United Kingdom
- Indian Energy Exchange, India
- Vijayanagar Sugar Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Chettinad Cement Corporation Ltd - India
- Ambuja Cements Ltd - India
- Georgia Ports Authority, United States
- South Luzon Thermal Energy Corporation
- Eastern Energy - Thailand
- Maharashtra Electricity Regulatory Commission - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Africa Commodities Group - South Africa
- Ministry of Transport, Egypt
- Kartika Selabumi Mining - Indonesia
- Cement Manufacturers Association - India
- Global Coal Blending Company Limited - Australia
- Timah Investasi Mineral - Indoneisa
- Sical Logistics Limited - India
- Electricity Authority, New Zealand
- Latin American Coal - Colombia
- Ind-Barath Power Infra Limited - India
- Agrawal Coal Company - India
- Indo Tambangraya Megah - Indonesia
- Mercuria Energy - Indonesia
- Central Electricity Authority - India
- The State Trading Corporation of India Ltd
- Meralco Power Generation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Straits Asia Resources Limited - Singapore
- Economic Council, Georgia
- Medco Energi Mining Internasional
- Indika Energy - Indonesia
- Port Waratah Coal Services - Australia
- MS Steel International - UAE
- Sarangani Energy Corporation, Philippines
- Power Finance Corporation Ltd., India
- Mjunction Services Limited - India
- Kobexindo Tractors - Indoneisa
- Banpu Public Company Limited - Thailand
- Baramulti Group, Indonesia
- Gujarat Electricity Regulatory Commission - India
- Globalindo Alam Lestari - Indonesia
- Coalindo Energy - Indonesia
- Toyota Tsusho Corporation, Japan
- GMR Energy Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- GAC Shipping (India) Pvt Ltd
- Attock Cement Pakistan Limited
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Vizag Seaport Private Limited - India
- Merrill Lynch Commodities Europe
- Binh Thuan Hamico - Vietnam
- Uttam Galva Steels Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- AsiaOL BioFuels Corp., Philippines
- Goldman Sachs - Singapore
- GVK Power & Infra Limited - India
- London Commodity Brokers - England
- San Jose City I Power Corp, Philippines
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