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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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Wednesday, 30 May 18
HIGH PRICE, DMO ENCOURAGE COAL MINERS TO BOOST PRODUCTION - THE JAKARTA POST
A number of coal miners are planning to increase production by 10 percent in the second half of this year after a worldwide price increase.
Th ...
Wednesday, 30 May 18
SHIPPING MARKET INSIGHT - ILIAS M. LALAOUNIS
Among several hot topics that will be discussed during the Posidonia week, the International Maritime Organization regulation that will be enforced ...
Tuesday, 29 May 18
BLOCKCHAIN CAN HAVE A TRANSFORMATIVE EFFECT ON THE SHIPPING INDUSTRY
KNOWLEDGE TO ELEVATE
Following the launch of a legal briefing on blockchain contracts from UK P&I Club, Claims Executive, Filip Koscieleck ...
Tuesday, 29 May 18
INDIA'S COAL IMPORT DECLINES IN APRIL AMID DIVERSION TO THERMAL POWER PLANTS - PTI
India’s coal import fell by 9 percent to 17.32 million tonnes (MT) in April on the back of ample supply of dry fuel from domestic sources.
...
Monday, 28 May 18
COAL SUPPLY DIVERSION IRKS INDUSTRIES DEPENDENT ON CAPTIVE POWER PLANTS - HINDU BUSINESS LINE
The government’s move to prioritise coal supplies to power plants with minimal coal stock has disrupted fuel supply to some sectors, which ha ...
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Showing 1711 to 1715 news of total 6871 |
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- Central Java Power - Indonesia
- SMC Global Power, Philippines
- Sarangani Energy Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- Lanco Infratech Ltd - India
- Parry Sugars Refinery, India
- Rio Tinto Coal - Australia
- Rashtriya Ispat Nigam Limited - India
- Interocean Group of Companies - India
- Kapuas Tunggal Persada - Indonesia
- Posco Energy - South Korea
- International Coal Ventures Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Commonwealth Bank - Australia
- Australian Coal Association
- Central Electricity Authority - India
- Energy Development Corp, Philippines
- Goldman Sachs - Singapore
- Gujarat Sidhee Cement - India
- Trasteel International SA, Italy
- Manunggal Multi Energi - Indonesia
- Kideco Jaya Agung - Indonesia
- Grasim Industreis Ltd - India
- Siam City Cement PLC, Thailand
- Kobexindo Tractors - Indoneisa
- Vizag Seaport Private Limited - India
- Aboitiz Power Corporation - Philippines
- MS Steel International - UAE
- Sindya Power Generating Company Private Ltd
- Minerals Council of Australia
- White Energy Company Limited
- Ceylon Electricity Board - Sri Lanka
- Power Finance Corporation Ltd., India
- Anglo American - United Kingdom
- GN Power Mariveles Coal Plant, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Thiess Contractors Indonesia
- Electricity Authority, New Zealand
- Barasentosa Lestari - Indonesia
- Altura Mining Limited, Indonesia
- Globalindo Alam Lestari - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Cement Manufacturers Association - India
- Sical Logistics Limited - India
- Global Coal Blending Company Limited - Australia
- Mercuria Energy - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Makarim & Taira - Indonesia
- Star Paper Mills Limited - India
- Riau Bara Harum - Indonesia
- Sojitz Corporation - Japan
- CNBM International Corporation - China
- OPG Power Generation Pvt Ltd - India
- GMR Energy Limited - India
- Vedanta Resources Plc - India
- Mjunction Services Limited - India
- Videocon Industries ltd - India
- Carbofer General Trading SA - India
- Gujarat Mineral Development Corp Ltd - India
- South Luzon Thermal Energy Corporation
- Marubeni Corporation - India
- Karaikal Port Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Price Waterhouse Coopers - Russia
- Alfred C Toepfer International GmbH - Germany
- TNB Fuel Sdn Bhd - Malaysia
- Kaltim Prima Coal - Indonesia
- Binh Thuan Hamico - Vietnam
- Orica Mining Services - Indonesia
- Energy Link Ltd, New Zealand
- Jaiprakash Power Ventures ltd
- Straits Asia Resources Limited - Singapore
- European Bulk Services B.V. - Netherlands
- McConnell Dowell - Australia
- PNOC Exploration Corporation - Philippines
- Timah Investasi Mineral - Indoneisa
- Borneo Indobara - Indonesia
- CIMB Investment Bank - Malaysia
- Coal and Oil Company - UAE
- Kepco SPC Power Corporation, Philippines
- Larsen & Toubro Limited - India
- Indian Oil Corporation Limited
- Eastern Coal Council - USA
- Pipit Mutiara Jaya. PT, Indonesia
- Sinarmas Energy and Mining - Indonesia
- SN Aboitiz Power Inc, Philippines
- The University of Queensland
- Bukit Baiduri Energy - Indonesia
- Wood Mackenzie - Singapore
- Indian Energy Exchange, India
- Ind-Barath Power Infra Limited - India
- London Commodity Brokers - England
- Siam City Cement - Thailand
- Ministry of Transport, Egypt
- Dalmia Cement Bharat India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Banpu Public Company Limited - Thailand
- PTC India Limited - India
- India Bulls Power Limited - India
- The Treasury - Australian Government
- Global Business Power Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Economic Council, Georgia
- ICICI Bank Limited - India
- Petron Corporation, Philippines
- Bulk Trading Sa - Switzerland
- AsiaOL BioFuels Corp., Philippines
- Romanian Commodities Exchange
- Bukit Asam (Persero) Tbk - Indonesia
- ASAPP Information Group - India
- Ministry of Mines - Canada
- Bayan Resources Tbk. - Indonesia
- Indika Energy - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Wilmar Investment Holdings
- Edison Trading Spa - Italy
- PetroVietnam Power Coal Import and Supply Company
- Coastal Gujarat Power Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Global Green Power PLC Corporation, Philippines
- Attock Cement Pakistan Limited
- Toyota Tsusho Corporation, Japan
- Standard Chartered Bank - UAE
- Salva Resources Pvt Ltd - India
- Georgia Ports Authority, United States
- VISA Power Limited - India
- Kartika Selabumi Mining - Indonesia
- Planning Commission, India
- Indonesian Coal Mining Association
- Miang Besar Coal Terminal - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Ministry of Finance - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Bhoruka Overseas - Indonesia
- Heidelberg Cement - Germany
- TeaM Sual Corporation - Philippines
- Xindia Steels Limited - India
- Parliament of New Zealand
- Independent Power Producers Association of India
- Samtan Co., Ltd - South Korea
- Billiton Holdings Pty Ltd - Australia
- Africa Commodities Group - South Africa
- Port Waratah Coal Services - Australia
- Antam Resourcindo - Indonesia
- Australian Commodity Traders Exchange
- Simpson Spence & Young - Indonesia
- Chamber of Mines of South Africa
- Renaissance Capital - South Africa
- Uttam Galva Steels Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- San Jose City I Power Corp, Philippines
- Bhushan Steel Limited - India
- Bangladesh Power Developement Board
- Orica Australia Pty. Ltd.
- Mintek Dendrill Indonesia
- Mercator Lines Limited - India
- Iligan Light & Power Inc, Philippines
- PowerSource Philippines DevCo
- Coalindo Energy - Indonesia
- GAC Shipping (India) Pvt Ltd
- Bukit Makmur.PT - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Malabar Cements Ltd - India
- Eastern Energy - Thailand
- Savvy Resources Ltd - HongKong
- Chettinad Cement Corporation Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- New Zealand Coal & Carbon
- Maheswari Brothers Coal Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Aditya Birla Group - India
- Pendopo Energi Batubara - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Petrochimia International Co. Ltd.- Taiwan
- Sree Jayajothi Cements Limited - India
- Bharathi Cement Corporation - India
- Bhatia International Limited - India
- Medco Energi Mining Internasional
- The State Trading Corporation of India Ltd
- Thai Mozambique Logistica
- Meralco Power Generation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- LBH Netherlands Bv - Netherlands
- Electricity Generating Authority of Thailand
- Maharashtra Electricity Regulatory Commission - India
- Merrill Lynch Commodities Europe
- Therma Luzon, Inc, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Singapore Mercantile Exchange
- Indo Tambangraya Megah - Indonesia
- Latin American Coal - Colombia
- SMG Consultants - Indonesia
- Oldendorff Carriers - Singapore
- Meenaskhi Energy Private Limited - India
- Jindal Steel & Power Ltd - India
- IHS Mccloskey Coal Group - USA
- Semirara Mining and Power Corporation, Philippines
- Sakthi Sugars Limited - India
- GVK Power & Infra Limited - India
- Semirara Mining Corp, Philippines
- Intertek Mineral Services - Indonesia
- IEA Clean Coal Centre - UK
- Metalloyd Limited - United Kingdom
- Formosa Plastics Group - Taiwan
- Baramulti Group, Indonesia
- Tamil Nadu electricity Board
- Indogreen Group - Indonesia
- Madhucon Powers Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Tata Chemicals Ltd - India
- Kumho Petrochemical, South Korea
- Deloitte Consulting - India
- Ambuja Cements Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Leighton Contractors Pty Ltd - Australia
- Essar Steel Hazira Ltd - India
- Agrawal Coal Company - India
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