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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, 18 May 18
AFTER COAL, INDONESIAN GOVERNMENT PUSHES DMO ON GAS FOR ELECTRICITY
After introducing its domestic market obligation (DMO) policy for coal on March 12, the government is going forward with its plan to introduce a DM ...
Friday, 18 May 18
INDONESIA'S SAMARINDA ANCHORAGE COAL LOADING ACTIVITIES WERE RESUMED YESTERDAY AT 4PM LOCAL TIME
Samarinda Anchorage coal loading activities were resumed yesterday at 4PM local time.
Local fishermen in Samarinda Anchorage have been demonst ...
Wednesday, 16 May 18
SHIPPING MARKET INSIGHT - GEORGE ILIOPOULOS
Half-way through the second quarter of the year and as the Posidonia week approaches everyone is getting ready for this unique gathering that besid ...
Thursday, 10 May 18
PRIVATE POWER PRODUCERS NEED A 'POWERFUL PUSH' - PRADEEP MITTAL
- PLF of the Private Sector in the country (Coal and Lignite based) for FY 2017-18 (till Dec 2017) is 56%.
- 51 GW of stressed assets (Thermal &a ...
Tuesday, 08 May 18
BUMA SIGNED OVER US$1 BILLION WORTH OF NEW CONTRACT WITH PT INDONESIA PRATAMA
PT Delta Dunia Makmur Tbk. announced that its subsidiary, PT Bukit Makmur Mandiri Utama, has entered into mining services contracts with PT Indones ...
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Showing 1721 to 1725 news of total 6871 |
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- Carbofer General Trading SA - India
- Kideco Jaya Agung - Indonesia
- Timah Investasi Mineral - Indoneisa
- Chamber of Mines of South Africa
- Mercator Lines Limited - India
- Gujarat Electricity Regulatory Commission - India
- SMG Consultants - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Eastern Coal Council - USA
- Wilmar Investment Holdings
- Australian Commodity Traders Exchange
- Sarangani Energy Corporation, Philippines
- The Treasury - Australian Government
- Thiess Contractors Indonesia
- GN Power Mariveles Coal Plant, Philippines
- IEA Clean Coal Centre - UK
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Jindal Steel & Power Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Neyveli Lignite Corporation Ltd, - India
- Formosa Plastics Group - Taiwan
- Orica Mining Services - Indonesia
- Petron Corporation, Philippines
- Semirara Mining Corp, Philippines
- Price Waterhouse Coopers - Russia
- Coal and Oil Company - UAE
- Cement Manufacturers Association - India
- Malabar Cements Ltd - India
- The State Trading Corporation of India Ltd
- PowerSource Philippines DevCo
- Global Green Power PLC Corporation, Philippines
- Central Java Power - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Minerals Council of Australia
- Meralco Power Generation, Philippines
- Ambuja Cements Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Maheswari Brothers Coal Limited - India
- Indonesian Coal Mining Association
- TeaM Sual Corporation - Philippines
- Directorate General of MIneral and Coal - Indonesia
- South Luzon Thermal Energy Corporation
- Global Business Power Corporation, Philippines
- Simpson Spence & Young - Indonesia
- Renaissance Capital - South Africa
- Medco Energi Mining Internasional
- Independent Power Producers Association of India
- Salva Resources Pvt Ltd - India
- Latin American Coal - Colombia
- Krishnapatnam Port Company Ltd. - India
- Coastal Gujarat Power Limited - India
- Agrawal Coal Company - India
- Electricity Authority, New Zealand
- Bulk Trading Sa - Switzerland
- Bhatia International Limited - India
- Iligan Light & Power Inc, Philippines
- Essar Steel Hazira Ltd - India
- Bukit Makmur.PT - Indonesia
- White Energy Company Limited
- Vizag Seaport Private Limited - India
- Orica Australia Pty. Ltd.
- San Jose City I Power Corp, Philippines
- Metalloyd Limited - United Kingdom
- Riau Bara Harum - Indonesia
- Antam Resourcindo - Indonesia
- GMR Energy Limited - India
- Samtan Co., Ltd - South Korea
- PNOC Exploration Corporation - Philippines
- Jorong Barutama Greston.PT - Indonesia
- PTC India Limited - India
- Leighton Contractors Pty Ltd - Australia
- Siam City Cement - Thailand
- Economic Council, Georgia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- Georgia Ports Authority, United States
- Trasteel International SA, Italy
- Anglo American - United Kingdom
- Straits Asia Resources Limited - Singapore
- Oldendorff Carriers - Singapore
- India Bulls Power Limited - India
- Vedanta Resources Plc - India
- Therma Luzon, Inc, Philippines
- Energy Development Corp, Philippines
- Interocean Group of Companies - India
- Port Waratah Coal Services - Australia
- Edison Trading Spa - Italy
- Aboitiz Power Corporation - Philippines
- Bangladesh Power Developement Board
- Indo Tambangraya Megah - Indonesia
- The University of Queensland
- Bukit Asam (Persero) Tbk - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Bhoruka Overseas - Indonesia
- Tamil Nadu electricity Board
- Gujarat Mineral Development Corp Ltd - India
- Commonwealth Bank - Australia
- Merrill Lynch Commodities Europe
- OPG Power Generation Pvt Ltd - India
- Tata Chemicals Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Mercuria Energy - Indonesia
- Eastern Energy - Thailand
- Ministry of Transport, Egypt
- Xindia Steels Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Coalindo Energy - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Directorate Of Revenue Intelligence - India
- Cigading International Bulk Terminal - Indonesia
- Ministry of Mines - Canada
- Sojitz Corporation - Japan
- Bharathi Cement Corporation - India
- Baramulti Group, Indonesia
- Borneo Indobara - Indonesia
- Ind-Barath Power Infra Limited - India
- Semirara Mining and Power Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Madhucon Powers Ltd - India
- GVK Power & Infra Limited - India
- Ministry of Finance - Indonesia
- Mintek Dendrill Indonesia
- Marubeni Corporation - India
- Bhushan Steel Limited - India
- Alfred C Toepfer International GmbH - Germany
- Pendopo Energi Batubara - Indonesia
- Gujarat Sidhee Cement - India
- Kartika Selabumi Mining - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Indian Energy Exchange, India
- Lanco Infratech Ltd - India
- Sical Logistics Limited - India
- Jaiprakash Power Ventures ltd
- Africa Commodities Group - South Africa
- Kaltim Prima Coal - Indonesia
- Manunggal Multi Energi - Indonesia
- Parry Sugars Refinery, India
- Goldman Sachs - Singapore
- MS Steel International - UAE
- Aditya Birla Group - India
- Altura Mining Limited, Indonesia
- Intertek Mineral Services - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Australian Coal Association
- Bukit Baiduri Energy - Indonesia
- Makarim & Taira - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Standard Chartered Bank - UAE
- Deloitte Consulting - India
- Heidelberg Cement - Germany
- Offshore Bulk Terminal Pte Ltd, Singapore
- Siam City Cement PLC, Thailand
- Wood Mackenzie - Singapore
- ICICI Bank Limited - India
- Toyota Tsusho Corporation, Japan
- Indogreen Group - Indonesia
- Thai Mozambique Logistica
- GAC Shipping (India) Pvt Ltd
- Larsen & Toubro Limited - India
- Savvy Resources Ltd - HongKong
- European Bulk Services B.V. - Netherlands
- Kobexindo Tractors - Indoneisa
- SMC Global Power, Philippines
- Global Coal Blending Company Limited - Australia
- Sindya Power Generating Company Private Ltd
- Kalimantan Lumbung Energi - Indonesia
- Sree Jayajothi Cements Limited - India
- Singapore Mercantile Exchange
- Kumho Petrochemical, South Korea
- Bayan Resources Tbk. - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Central Electricity Authority - India
- TNB Fuel Sdn Bhd - Malaysia
- Planning Commission, India
- Rio Tinto Coal - Australia
- Sakthi Sugars Limited - India
- Romanian Commodities Exchange
- International Coal Ventures Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Dalmia Cement Bharat India
- Energy Link Ltd, New Zealand
- IHS Mccloskey Coal Group - USA
- VISA Power Limited - India
- Miang Besar Coal Terminal - Indonesia
- Mjunction Services Limited - India
- New Zealand Coal & Carbon
- London Commodity Brokers - England
- Karaikal Port Pvt Ltd - India
- Attock Cement Pakistan Limited
- Indika Energy - Indonesia
- Parliament of New Zealand
- Star Paper Mills Limited - India
- Posco Energy - South Korea
- Grasim Industreis Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- McConnell Dowell - Australia
- CNBM International Corporation - China
- LBH Netherlands Bv - Netherlands
- Holcim Trading Pte Ltd - Singapore
- Barasentosa Lestari - Indonesia
- ASAPP Information Group - India
- Uttam Galva Steels Limited - India
- CIMB Investment Bank - Malaysia
- Power Finance Corporation Ltd., India
- Banpu Public Company Limited - Thailand
- Binh Thuan Hamico - Vietnam
- Kohat Cement Company Ltd. - Pakistan
- Kapuas Tunggal Persada - Indonesia
- Globalindo Alam Lestari - Indonesia
- Indian Oil Corporation Limited
- Videocon Industries ltd - India
- Electricity Generating Authority of Thailand
- Kepco SPC Power Corporation, Philippines
- Meenaskhi Energy Private Limited - India
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