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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, 12 July 18
SUPRAMAX: INDO/CHINA COAL RV IS BEING FIXED AROUND USD 10500 BSS SINGAPORE - FEARNLEYS
Capesize
Cape market continue to be extremely volatile says Fearnleys in its latst weekly report.
The further noted that, last week ended wi ...
Tuesday, 10 July 18
SHIPPING MARKET ANALYSIS - GEORGE LAZARIDIS
The trade dispute saga continued over the past week, as new tariffs were put into force on Friday in both the U.S. and China and have already taken ...
Tuesday, 10 July 18
SUPPORTING SULPHUR 2020 CONSISTENT IMPLEMENTATION - IMO
An IMO working group is meeting (9-13 July) to develop guidelines to support the consistent implementation of the 0.50% limit for the sulphur conte ...
Monday, 09 July 18
RISING COAL PRICES LIFTING AUSTRALIA'S EXPORT REVENUES BUT INVESTORS STAYING AWAY - NEWCASTLE HERALD
Newcastle coal prices have risen more than 40 per cent in a year to be at their highest levels for seven years but the industry is becoming increas ...
Saturday, 07 July 18
SUPRAMAX: THE ASIAN MARKET STRUGGLED; A 57K-DWT WAS REPORTED FIXED BASIS DELIVERY SINGAPORE FOR A TRIP VIA INDONESIA REDELIVERY INDIA AT $12K
Capesize
A punchy week for the big ships that saw Atlantic rates soar, with the tonnage list tight prompting charterers to split cargoes, thoug ...
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Showing 1671 to 1675 news of total 6871 |
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- Star Paper Mills Limited - India
- South Luzon Thermal Energy Corporation
- Siam City Cement PLC, Thailand
- Trasteel International SA, Italy
- Rio Tinto Coal - Australia
- Indogreen Group - Indonesia
- Samtan Co., Ltd - South Korea
- Rashtriya Ispat Nigam Limited - India
- Baramulti Group, Indonesia
- White Energy Company Limited
- Bhoruka Overseas - Indonesia
- Sree Jayajothi Cements Limited - India
- Bharathi Cement Corporation - India
- Coastal Gujarat Power Limited - India
- The University of Queensland
- Georgia Ports Authority, United States
- Commonwealth Bank - Australia
- Electricity Authority, New Zealand
- Holcim Trading Pte Ltd - Singapore
- European Bulk Services B.V. - Netherlands
- Electricity Generating Authority of Thailand
- Vizag Seaport Private Limited - India
- Economic Council, Georgia
- Intertek Mineral Services - Indonesia
- Directorate Of Revenue Intelligence - India
- Uttam Galva Steels Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Wilmar Investment Holdings
- India Bulls Power Limited - India
- Merrill Lynch Commodities Europe
- Ministry of Finance - Indonesia
- Jindal Steel & Power Ltd - India
- Coal and Oil Company - UAE
- AsiaOL BioFuels Corp., Philippines
- Larsen & Toubro Limited - India
- Riau Bara Harum - Indonesia
- Siam City Cement - Thailand
- Jorong Barutama Greston.PT - Indonesia
- Indian Energy Exchange, India
- Global Business Power Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- TeaM Sual Corporation - Philippines
- Bayan Resources Tbk. - Indonesia
- SMG Consultants - Indonesia
- Tamil Nadu electricity Board
- Thiess Contractors Indonesia
- Minerals Council of Australia
- Bukit Makmur.PT - Indonesia
- Indonesian Coal Mining Association
- Sojitz Corporation - Japan
- Petron Corporation, Philippines
- London Commodity Brokers - England
- Krishnapatnam Port Company Ltd. - India
- Cement Manufacturers Association - India
- Independent Power Producers Association of India
- Sinarmas Energy and Mining - Indonesia
- Mercuria Energy - Indonesia
- Anglo American - United Kingdom
- Marubeni Corporation - India
- Renaissance Capital - South Africa
- Antam Resourcindo - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Meenaskhi Energy Private Limited - India
- Bhushan Steel Limited - India
- OPG Power Generation Pvt Ltd - India
- Romanian Commodities Exchange
- Global Green Power PLC Corporation, Philippines
- PNOC Exploration Corporation - Philippines
- Bangladesh Power Developement Board
- Indika Energy - Indonesia
- ASAPP Information Group - India
- International Coal Ventures Pvt Ltd - India
- Grasim Industreis Ltd - India
- Manunggal Multi Energi - Indonesia
- SMC Global Power, Philippines
- Ministry of Mines - Canada
- PetroVietnam Power Coal Import and Supply Company
- Global Coal Blending Company Limited - Australia
- Gujarat Mineral Development Corp Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Tata Chemicals Ltd - India
- Eastern Energy - Thailand
- IEA Clean Coal Centre - UK
- Straits Asia Resources Limited - Singapore
- Price Waterhouse Coopers - Russia
- Kumho Petrochemical, South Korea
- Mercator Lines Limited - India
- Leighton Contractors Pty Ltd - Australia
- Energy Development Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Vijayanagar Sugar Pvt Ltd - India
- Lanco Infratech Ltd - India
- Wood Mackenzie - Singapore
- Globalindo Alam Lestari - Indonesia
- Timah Investasi Mineral - Indoneisa
- Iligan Light & Power Inc, Philippines
- Australian Coal Association
- Carbofer General Trading SA - India
- TNB Fuel Sdn Bhd - Malaysia
- Edison Trading Spa - Italy
- Ambuja Cements Ltd - India
- Posco Energy - South Korea
- Metalloyd Limited - United Kingdom
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bahari Cakrawala Sebuku - Indonesia
- Chamber of Mines of South Africa
- Directorate General of MIneral and Coal - Indonesia
- San Jose City I Power Corp, Philippines
- Parliament of New Zealand
- Africa Commodities Group - South Africa
- Aditya Birla Group - India
- Maharashtra Electricity Regulatory Commission - India
- Karaikal Port Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Malabar Cements Ltd - India
- Essar Steel Hazira Ltd - India
- MS Steel International - UAE
- PowerSource Philippines DevCo
- Toyota Tsusho Corporation, Japan
- Standard Chartered Bank - UAE
- Jaiprakash Power Ventures ltd
- Medco Energi Mining Internasional
- The State Trading Corporation of India Ltd
- Meralco Power Generation, Philippines
- Australian Commodity Traders Exchange
- LBH Netherlands Bv - Netherlands
- Sarangani Energy Corporation, Philippines
- CIMB Investment Bank - Malaysia
- SN Aboitiz Power Inc, Philippines
- Kapuas Tunggal Persada - Indonesia
- Altura Mining Limited, Indonesia
- Maheswari Brothers Coal Limited - India
- Simpson Spence & Young - Indonesia
- Ministry of Transport, Egypt
- Vedanta Resources Plc - India
- Heidelberg Cement - Germany
- Sical Logistics Limited - India
- Energy Link Ltd, New Zealand
- Bhatia International Limited - India
- CNBM International Corporation - China
- Pipit Mutiara Jaya. PT, Indonesia
- Banpu Public Company Limited - Thailand
- Mintek Dendrill Indonesia
- Indian Oil Corporation Limited
- Thai Mozambique Logistica
- Port Waratah Coal Services - Australia
- Xindia Steels Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Orica Australia Pty. Ltd.
- Kohat Cement Company Ltd. - Pakistan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bukit Baiduri Energy - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Power Finance Corporation Ltd., India
- Madhucon Powers Ltd - India
- Sakthi Sugars Limited - India
- Formosa Plastics Group - Taiwan
- Bulk Trading Sa - Switzerland
- Latin American Coal - Colombia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- Kobexindo Tractors - Indoneisa
- Central Java Power - Indonesia
- Savvy Resources Ltd - HongKong
- GAC Shipping (India) Pvt Ltd
- Chettinad Cement Corporation Ltd - India
- Videocon Industries ltd - India
- Kideco Jaya Agung - Indonesia
- Coalindo Energy - Indonesia
- Dalmia Cement Bharat India
- Cigading International Bulk Terminal - Indonesia
- IHS Mccloskey Coal Group - USA
- Binh Thuan Hamico - Vietnam
- Goldman Sachs - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Gujarat Sidhee Cement - India
- Attock Cement Pakistan Limited
- Central Electricity Authority - India
- Eastern Coal Council - USA
- Therma Luzon, Inc, Philippines
- McConnell Dowell - Australia
- GMR Energy Limited - India
- Barasentosa Lestari - Indonesia
- Interocean Group of Companies - India
- New Zealand Coal & Carbon
- Sindya Power Generating Company Private Ltd
- GN Power Mariveles Coal Plant, Philippines
- VISA Power Limited - India
- Borneo Indobara - Indonesia
- Deloitte Consulting - India
- Indo Tambangraya Megah - Indonesia
- Makarim & Taira - Indonesia
- Ind-Barath Power Infra Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- The Treasury - Australian Government
- PTC India Limited - India
- Semirara Mining Corp, Philippines
- Alfred C Toepfer International GmbH - Germany
- Bukit Asam (Persero) Tbk - Indonesia
- GVK Power & Infra Limited - India
- Oldendorff Carriers - Singapore
- Planning Commission, India
- Mjunction Services Limited - India
- ICICI Bank Limited - India
- Parry Sugars Refinery, India
- Orica Mining Services - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Kepco SPC Power Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- Pendopo Energi Batubara - Indonesia
- Salva Resources Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Agrawal Coal Company - India
- Kalimantan Lumbung Energi - Indonesia
- Singapore Mercantile Exchange
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