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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, 21 June 18
ROBUST ASIAN THERMAL COAL DEMAND CREATES OPPORTUNITIES FOR AUSTRALIA - MINERALS COUNCIL OF AUSTRALIA
Minerals Council of Australia reported, Australia’s world-class coal mining industry can create more jobs in Australia and strengthen t ...
Thursday, 21 June 18
CHINESE REDUCED COAL IMPORT RESTRICTIONS - CAIXIN GLOBAL
Caixin Global reported that the Chinese government has reduced restrictions on coal imports at the nation’s major ports in response to concer ...
Thursday, 21 June 18
INDIAN GOVERNMENT ADMITS COAL SHORTAGE, ASKS DISCOMS TO IMPORT - TIMES OF INDIA
Times of India reported that the power ministry has advised all state governments and private power distribution companies to import coal as Coal I ...
Tuesday, 19 June 18
WCA RESPONDS TO BP STATISTICAL REVIEW OF WORLD ENERGY 2018
Responding to BP’s Statistical Review of World Energy 2018, Benjamin Sporton, Chief Executive of the World Coal Association (WCA) said, &ldqu ...
Wednesday, 13 June 18
U.S. COAL PRODUCTION TO DECLINE BY 2% TO 756 MILLION SHORT TONS MMST IN 2018 - EIA
EIA forecasts U.S. coal production to decline by 2% to 756 million short tons (MMst) in 2018.
According to EIA's Short-Term Ener ...
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Showing 1696 to 1700 news of total 6871 |
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- Directorate General of MIneral and Coal - Indonesia
- LBH Netherlands Bv - Netherlands
- Coal and Oil Company - UAE
- Meenaskhi Energy Private Limited - India
- Siam City Cement - Thailand
- PowerSource Philippines DevCo
- Videocon Industries ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Karbindo Abesyapradhi - Indoneisa
- Jindal Steel & Power Ltd - India
- Xindia Steels Limited - India
- Rio Tinto Coal - Australia
- Indian Energy Exchange, India
- Ministry of Transport, Egypt
- Interocean Group of Companies - India
- Merrill Lynch Commodities Europe
- Kideco Jaya Agung - Indonesia
- Savvy Resources Ltd - HongKong
- San Jose City I Power Corp, Philippines
- Romanian Commodities Exchange
- Straits Asia Resources Limited - Singapore
- Indogreen Group - Indonesia
- Energy Link Ltd, New Zealand
- Cigading International Bulk Terminal - Indonesia
- Coalindo Energy - Indonesia
- Tata Chemicals Ltd - India
- Singapore Mercantile Exchange
- Wilmar Investment Holdings
- Energy Development Corp, Philippines
- SMG Consultants - Indonesia
- Central Electricity Authority - India
- Maharashtra Electricity Regulatory Commission - India
- Mercator Lines Limited - India
- IEA Clean Coal Centre - UK
- Sakthi Sugars Limited - India
- Georgia Ports Authority, United States
- Goldman Sachs - Singapore
- Bukit Makmur.PT - Indonesia
- Ministry of Finance - Indonesia
- Rashtriya Ispat Nigam Limited - India
- PTC India Limited - India
- Ind-Barath Power Infra Limited - India
- Ambuja Cements Ltd - India
- Meralco Power Generation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Port Waratah Coal Services - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Timah Investasi Mineral - Indoneisa
- Miang Besar Coal Terminal - Indonesia
- Anglo American - United Kingdom
- Semirara Mining Corp, Philippines
- Vedanta Resources Plc - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Central Java Power - Indonesia
- Agrawal Coal Company - India
- Marubeni Corporation - India
- International Coal Ventures Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Indian Oil Corporation Limited
- Sical Logistics Limited - India
- The Treasury - Australian Government
- OPG Power Generation Pvt Ltd - India
- ASAPP Information Group - India
- Binh Thuan Hamico - Vietnam
- Deloitte Consulting - India
- Leighton Contractors Pty Ltd - Australia
- Thai Mozambique Logistica
- Economic Council, Georgia
- Bangladesh Power Developement Board
- GAC Shipping (India) Pvt Ltd
- Kartika Selabumi Mining - Indonesia
- Power Finance Corporation Ltd., India
- Indonesian Coal Mining Association
- Samtan Co., Ltd - South Korea
- Global Green Power PLC Corporation, Philippines
- VISA Power Limited - India
- Price Waterhouse Coopers - Russia
- Star Paper Mills Limited - India
- Africa Commodities Group - South Africa
- Electricity Generating Authority of Thailand
- Bulk Trading Sa - Switzerland
- Eastern Energy - Thailand
- Eastern Coal Council - USA
- Simpson Spence & Young - Indonesia
- Renaissance Capital - South Africa
- New Zealand Coal & Carbon
- Posco Energy - South Korea
- South Luzon Thermal Energy Corporation
- Kalimantan Lumbung Energi - Indonesia
- Altura Mining Limited, Indonesia
- Parliament of New Zealand
- Aboitiz Power Corporation - Philippines
- Chamber of Mines of South Africa
- Petron Corporation, Philippines
- Uttam Galva Steels Limited - India
- Bukit Baiduri Energy - Indonesia
- Gujarat Sidhee Cement - India
- Sree Jayajothi Cements Limited - India
- Salva Resources Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Sojitz Corporation - Japan
- India Bulls Power Limited - India
- SMC Global Power, Philippines
- Gujarat Electricity Regulatory Commission - India
- McConnell Dowell - Australia
- Malabar Cements Ltd - India
- Directorate Of Revenue Intelligence - India
- Minerals Council of Australia
- Bhoruka Overseas - Indonesia
- Indo Tambangraya Megah - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Borneo Indobara - Indonesia
- Heidelberg Cement - Germany
- Siam City Cement PLC, Thailand
- Barasentosa Lestari - Indonesia
- Bayan Resources Tbk. - Indonesia
- Dalmia Cement Bharat India
- Krishnapatnam Port Company Ltd. - India
- Neyveli Lignite Corporation Ltd, - India
- Alfred C Toepfer International GmbH - Germany
- CNBM International Corporation - China
- Bhatia International Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Kapuas Tunggal Persada - Indonesia
- Latin American Coal - Colombia
- Aditya Birla Group - India
- The University of Queensland
- Vijayanagar Sugar Pvt Ltd - India
- Antam Resourcindo - Indonesia
- Parry Sugars Refinery, India
- Wood Mackenzie - Singapore
- SN Aboitiz Power Inc, Philippines
- GMR Energy Limited - India
- ICICI Bank Limited - India
- MS Steel International - UAE
- London Commodity Brokers - England
- Oldendorff Carriers - Singapore
- Orica Australia Pty. Ltd.
- Trasteel International SA, Italy
- Cement Manufacturers Association - India
- Mintek Dendrill Indonesia
- Madhucon Powers Ltd - India
- Essar Steel Hazira Ltd - India
- Riau Bara Harum - Indonesia
- Kumho Petrochemical, South Korea
- Offshore Bulk Terminal Pte Ltd, Singapore
- Carbofer General Trading SA - India
- Kobexindo Tractors - Indoneisa
- Global Coal Blending Company Limited - Australia
- Sinarmas Energy and Mining - Indonesia
- Medco Energi Mining Internasional
- Globalindo Alam Lestari - Indonesia
- Sarangani Energy Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- GN Power Mariveles Coal Plant, Philippines
- Banpu Public Company Limited - Thailand
- Global Business Power Corporation, Philippines
- Mercuria Energy - Indonesia
- Indika Energy - Indonesia
- Bharathi Cement Corporation - India
- Commonwealth Bank - Australia
- Australian Commodity Traders Exchange
- Bank of Tokyo Mitsubishi UFJ Ltd
- CIMB Investment Bank - Malaysia
- Ministry of Mines - Canada
- European Bulk Services B.V. - Netherlands
- Thiess Contractors Indonesia
- Edison Trading Spa - Italy
- PetroVietnam Power Coal Import and Supply Company
- Vizag Seaport Private Limited - India
- Makarim & Taira - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Formosa Plastics Group - Taiwan
- Therma Luzon, Inc, Philippines
- Lanco Infratech Ltd - India
- Orica Mining Services - Indonesia
- Manunggal Multi Energi - Indonesia
- IHS Mccloskey Coal Group - USA
- Planning Commission, India
- Maheswari Brothers Coal Limited - India
- Baramulti Group, Indonesia
- Iligan Light & Power Inc, Philippines
- Bhushan Steel Limited - India
- Grasim Industreis Ltd - India
- Toyota Tsusho Corporation, Japan
- Independent Power Producers Association of India
- Tamil Nadu electricity Board
- Australian Coal Association
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- TNB Fuel Sdn Bhd - Malaysia
- GVK Power & Infra Limited - India
- Larsen & Toubro Limited - India
- Mjunction Services Limited - India
- Chettinad Cement Corporation Ltd - India
- The State Trading Corporation of India Ltd
- Kepco SPC Power Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Holcim Trading Pte Ltd - Singapore
- Attock Cement Pakistan Limited
- Bukit Asam (Persero) Tbk - Indonesia
- Karaikal Port Pvt Ltd - India
- White Energy Company Limited
- Billiton Holdings Pty Ltd - Australia
- PNOC Exploration Corporation - Philippines
- Kaltim Prima Coal - Indonesia
- Standard Chartered Bank - UAE
- Asmin Koalindo Tuhup - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Pendopo Energi Batubara - Indonesia
- Intertek Mineral Services - Indonesia
- Coastal Gujarat Power Limited - India
- Electricity Authority, New Zealand
- Metalloyd Limited - United Kingdom
- AsiaOL BioFuels Corp., Philippines
- Bahari Cakrawala Sebuku - Indonesia
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