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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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Monday, 12 March 18
DRY BULK MARKET: CAPESIZE MARKET FINDS ITS FOOTING - BALTIC BRIEFING
Capesize
Some relief for owners as the week closed out with the market finding a floor in the East. Rates on the key West Australia/China run loo ...
Monday, 12 March 18
COAL OUTPUT FROM PRIVATE MINERS UNLIKELY TO RISE IN MEDIUM TERM: ICRA
Coal output levels from private commercial miners are unlikely to go up considerably in the medium to short term, given the issues related to land ...
Saturday, 10 March 18
ENHANCED PRODUCTION BY COAL INDIA HELPS DECLINE IN COAL IMPORTS
As per the current import policy, coal is kept under Open General License (OGL) and consumers are free to import coal from the source of their choi ...
Saturday, 10 March 18
THE 'RENOS' - COURT OF APPEAL CLARIFIES CTL CALCULATION AND RIGHT OF ABANDONMENT - CLYDE & CO
KNOWLEDGE TO ELEVATE
In the matter of the “RENOS”, Mr Justice Knowles addressed a number of issues, at first instance, regarding t ...
Friday, 09 March 18
THE WORLD CANNOT KEEP IGNORING THE ASIAN COAL STORY - BENJAMIN SPORTON
There were significant changes in the global energy system in 2017, including the growth in electric vehicles, the rise of renewables and the conti ...
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Showing 1776 to 1780 news of total 6871 |
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- International Coal Ventures Pvt Ltd - India
- Rio Tinto Coal - Australia
- Global Coal Blending Company Limited - Australia
- Power Finance Corporation Ltd., India
- Bhatia International Limited - India
- Malabar Cements Ltd - India
- Altura Mining Limited, Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Miang Besar Coal Terminal - Indonesia
- Ministry of Finance - Indonesia
- PNOC Exploration Corporation - Philippines
- Samtan Co., Ltd - South Korea
- Central Java Power - Indonesia
- Kapuas Tunggal Persada - Indonesia
- SMC Global Power, Philippines
- Kobexindo Tractors - Indoneisa
- Mercuria Energy - Indonesia
- Sakthi Sugars Limited - India
- Electricity Authority, New Zealand
- Parry Sugars Refinery, India
- Gujarat Mineral Development Corp Ltd - India
- Bhoruka Overseas - Indonesia
- Thai Mozambique Logistica
- Bukit Asam (Persero) Tbk - Indonesia
- Bangladesh Power Developement Board
- LBH Netherlands Bv - Netherlands
- Australian Coal Association
- Edison Trading Spa - Italy
- Jaiprakash Power Ventures ltd
- Posco Energy - South Korea
- Jorong Barutama Greston.PT - Indonesia
- Savvy Resources Ltd - HongKong
- Central Electricity Authority - India
- MS Steel International - UAE
- Kumho Petrochemical, South Korea
- GVK Power & Infra Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Attock Cement Pakistan Limited
- Vedanta Resources Plc - India
- The Treasury - Australian Government
- New Zealand Coal & Carbon
- Tata Chemicals Ltd - India
- Marubeni Corporation - India
- Mjunction Services Limited - India
- PowerSource Philippines DevCo
- Kaltim Prima Coal - Indonesia
- Bulk Trading Sa - Switzerland
- Star Paper Mills Limited - India
- Africa Commodities Group - South Africa
- Eastern Coal Council - USA
- Meralco Power Generation, Philippines
- GMR Energy Limited - India
- SN Aboitiz Power Inc, Philippines
- Maharashtra Electricity Regulatory Commission - India
- White Energy Company Limited
- CIMB Investment Bank - Malaysia
- Goldman Sachs - Singapore
- Sojitz Corporation - Japan
- IEA Clean Coal Centre - UK
- Romanian Commodities Exchange
- Videocon Industries ltd - India
- The State Trading Corporation of India Ltd
- Mintek Dendrill Indonesia
- Agrawal Coal Company - India
- Banpu Public Company Limited - Thailand
- Kalimantan Lumbung Energi - Indonesia
- CNBM International Corporation - China
- Bharathi Cement Corporation - India
- Ministry of Mines - Canada
- OPG Power Generation Pvt Ltd - India
- Orica Mining Services - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Baramulti Group, Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Oldendorff Carriers - Singapore
- Sarangani Energy Corporation, Philippines
- Latin American Coal - Colombia
- Energy Link Ltd, New Zealand
- Lanco Infratech Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Aboitiz Power Corporation - Philippines
- Formosa Plastics Group - Taiwan
- Heidelberg Cement - Germany
- Gujarat Electricity Regulatory Commission - India
- Global Business Power Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Planning Commission, India
- Essar Steel Hazira Ltd - India
- Meenaskhi Energy Private Limited - India
- Bhushan Steel Limited - India
- Carbofer General Trading SA - India
- Binh Thuan Hamico - Vietnam
- Bank of Tokyo Mitsubishi UFJ Ltd
- GAC Shipping (India) Pvt Ltd
- Price Waterhouse Coopers - Russia
- Bukit Baiduri Energy - Indonesia
- Sical Logistics Limited - India
- Tamil Nadu electricity Board
- Siam City Cement PLC, Thailand
- Coal and Oil Company - UAE
- TeaM Sual Corporation - Philippines
- Petron Corporation, Philippines
- Port Waratah Coal Services - Australia
- ICICI Bank Limited - India
- Metalloyd Limited - United Kingdom
- Bahari Cakrawala Sebuku - Indonesia
- Intertek Mineral Services - Indonesia
- Orica Australia Pty. Ltd.
- Therma Luzon, Inc, Philippines
- Eastern Energy - Thailand
- Singapore Mercantile Exchange
- Antam Resourcindo - Indonesia
- Bayan Resources Tbk. - Indonesia
- Grasim Industreis Ltd - India
- Aditya Birla Group - India
- Commonwealth Bank - Australia
- Sinarmas Energy and Mining - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Wilmar Investment Holdings
- Leighton Contractors Pty Ltd - Australia
- Timah Investasi Mineral - Indoneisa
- Manunggal Multi Energi - Indonesia
- Indonesian Coal Mining Association
- Siam City Cement - Thailand
- Neyveli Lignite Corporation Ltd, - India
- Economic Council, Georgia
- Ind-Barath Power Infra Limited - India
- Straits Asia Resources Limited - Singapore
- Merrill Lynch Commodities Europe
- Semirara Mining and Power Corporation, Philippines
- Indogreen Group - Indonesia
- Larsen & Toubro Limited - India
- Sree Jayajothi Cements Limited - India
- Simpson Spence & Young - Indonesia
- Toyota Tsusho Corporation, Japan
- Semirara Mining Corp, Philippines
- Billiton Holdings Pty Ltd - Australia
- Asmin Koalindo Tuhup - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Madhucon Powers Ltd - India
- Kideco Jaya Agung - Indonesia
- Dalmia Cement Bharat India
- Alfred C Toepfer International GmbH - Germany
- Petrochimia International Co. Ltd.- Taiwan
- London Commodity Brokers - England
- Kepco SPC Power Corporation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Vizag Seaport Private Limited - India
- Pendopo Energi Batubara - Indonesia
- India Bulls Power Limited - India
- Gujarat Sidhee Cement - India
- Coastal Gujarat Power Limited - India
- McConnell Dowell - Australia
- Coalindo Energy - Indonesia
- Ministry of Transport, Egypt
- Karaikal Port Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- The University of Queensland
- Georgia Ports Authority, United States
- Kartika Selabumi Mining - Indonesia
- Bukit Makmur.PT - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Jindal Steel & Power Ltd - India
- Trasteel International SA, Italy
- Offshore Bulk Terminal Pte Ltd, Singapore
- Rashtriya Ispat Nigam Limited - India
- Anglo American - United Kingdom
- Wood Mackenzie - Singapore
- Standard Chartered Bank - UAE
- Australian Commodity Traders Exchange
- IHS Mccloskey Coal Group - USA
- Medco Energi Mining Internasional
- Chamber of Mines of South Africa
- Pipit Mutiara Jaya. PT, Indonesia
- Independent Power Producers Association of India
- Renaissance Capital - South Africa
- SMG Consultants - Indonesia
- Indian Oil Corporation Limited
- Krishnapatnam Port Company Ltd. - India
- Uttam Galva Steels Limited - India
- Maheswari Brothers Coal Limited - India
- Globalindo Alam Lestari - Indonesia
- Directorate Of Revenue Intelligence - India
- Ambuja Cements Ltd - India
- Chettinad Cement Corporation Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Parliament of New Zealand
- Directorate General of MIneral and Coal - Indonesia
- Salva Resources Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Cement Manufacturers Association - India
- Interocean Group of Companies - India
- Barasentosa Lestari - Indonesia
- Thiess Contractors Indonesia
- Borneo Indobara - Indonesia
- Mercator Lines Limited - India
- Indika Energy - Indonesia
- Riau Bara Harum - Indonesia
- Minerals Council of Australia
- Deloitte Consulting - India
- VISA Power Limited - India
- Xindia Steels Limited - India
- ASAPP Information Group - India
- Makarim & Taira - Indonesia
- PTC India Limited - India
- Indo Tambangraya Megah - Indonesia
- Electricity Generating Authority of Thailand
- Indian Energy Exchange, India
- Iligan Light & Power Inc, Philippines
- AsiaOL BioFuels Corp., Philippines
- Global Green Power PLC Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Energy Development Corp, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- South Luzon Thermal Energy Corporation
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