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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, 11 January 18
SUPRAMAX: INDO TO CHINA COAL ROUNDS FIXING AT AROUND $10K - FEARNLEYS
Supramax
USG rates improved both for backhaul and fronthaul, Ultras from USG to Japan receiving around $26k daily while supras 1-2k less for same ...
Wednesday, 10 January 18
2018: IT IS PROJECTED, THE SHIPBUILDERS WILL DELIVER FOUR HUNDRED FORTY NEW VESSELS IN 2018
Headlines from IMF's 2017 – World Economic Outlook:
January 2017 - “After a lacklustre outturn in 2016, economic activity is p ...
Tuesday, 09 January 18
INDONESIAN GOVERNMENT DECLARED COAL REFERENCE PRICE UP IN JANUARY
COALspot.com: the Indonesian Coal Price Reference ( HBA) rose 1.60 per cent in January 2018, the latest ministerial decree showed.
The benchma ...
Friday, 05 January 18
U.S. WEEKLY COAL OUTPUT FELL 32.4% PER CENT WEEK OVER WEEK, SAYS EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 10.5 million short tons ...
Friday, 05 January 18
COAL DEMAND TO REMAIN FLAT TO 2022, RESULTING IN A DECADE OF STAGNATION - IEA
Global demand for coal should remain nearly flat between 2017 and 2022, resulting in a decade of stagnation for coal consumption, according to the ...
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Showing 1831 to 1835 news of total 6871 |
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- Cigading International Bulk Terminal - Indonesia
- Essar Steel Hazira Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Oldendorff Carriers - Singapore
- PNOC Exploration Corporation - Philippines
- Kepco SPC Power Corporation, Philippines
- OPG Power Generation Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Kideco Jaya Agung - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- SMG Consultants - Indonesia
- Ind-Barath Power Infra Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Trasteel International SA, Italy
- Bhoruka Overseas - Indonesia
- GVK Power & Infra Limited - India
- Energy Development Corp, Philippines
- Romanian Commodities Exchange
- Australian Commodity Traders Exchange
- Rashtriya Ispat Nigam Limited - India
- Agrawal Coal Company - India
- PowerSource Philippines DevCo
- Thiess Contractors Indonesia
- Orica Australia Pty. Ltd.
- Indika Energy - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Medco Energi Mining Internasional
- European Bulk Services B.V. - Netherlands
- GN Power Mariveles Coal Plant, Philippines
- Heidelberg Cement - Germany
- Kohat Cement Company Ltd. - Pakistan
- SMC Global Power, Philippines
- Siam City Cement - Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Baramulti Group, Indonesia
- ICICI Bank Limited - India
- Mintek Dendrill Indonesia
- Mercuria Energy - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- MS Steel International - UAE
- Riau Bara Harum - Indonesia
- Global Coal Blending Company Limited - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Africa Commodities Group - South Africa
- Indogreen Group - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Alfred C Toepfer International GmbH - Germany
- London Commodity Brokers - England
- Indian Oil Corporation Limited
- Meralco Power Generation, Philippines
- GAC Shipping (India) Pvt Ltd
- Wood Mackenzie - Singapore
- Kapuas Tunggal Persada - Indonesia
- Karaikal Port Pvt Ltd - India
- Latin American Coal - Colombia
- Bhushan Steel Limited - India
- ASAPP Information Group - India
- Manunggal Multi Energi - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Eastern Coal Council - USA
- PetroVietnam Power Coal Import and Supply Company
- Makarim & Taira - Indonesia
- Sical Logistics Limited - India
- Rio Tinto Coal - Australia
- Dalmia Cement Bharat India
- Commonwealth Bank - Australia
- International Coal Ventures Pvt Ltd - India
- Indonesian Coal Mining Association
- South Luzon Thermal Energy Corporation
- Eastern Energy - Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Mercator Lines Limited - India
- Wilmar Investment Holdings
- Aditya Birla Group - India
- Goldman Sachs - Singapore
- Billiton Holdings Pty Ltd - Australia
- Independent Power Producers Association of India
- Electricity Authority, New Zealand
- Gujarat Electricity Regulatory Commission - India
- Sojitz Corporation - Japan
- Sinarmas Energy and Mining - Indonesia
- McConnell Dowell - Australia
- Attock Cement Pakistan Limited
- Georgia Ports Authority, United States
- Petron Corporation, Philippines
- Therma Luzon, Inc, Philippines
- Madhucon Powers Ltd - India
- Bangladesh Power Developement Board
- Cement Manufacturers Association - India
- Mjunction Services Limited - India
- Australian Coal Association
- Global Business Power Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Ministry of Mines - Canada
- Malabar Cements Ltd - India
- Sree Jayajothi Cements Limited - India
- Price Waterhouse Coopers - Russia
- AsiaOL BioFuels Corp., Philippines
- CIMB Investment Bank - Malaysia
- Vizag Seaport Private Limited - India
- Global Green Power PLC Corporation, Philippines
- Coalindo Energy - Indonesia
- India Bulls Power Limited - India
- IEA Clean Coal Centre - UK
- The Treasury - Australian Government
- White Energy Company Limited
- Marubeni Corporation - India
- Indo Tambangraya Megah - Indonesia
- Altura Mining Limited, Indonesia
- PTC India Limited - India
- San Jose City I Power Corp, Philippines
- Grasim Industreis Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Jindal Steel & Power Ltd - India
- Power Finance Corporation Ltd., India
- Parry Sugars Refinery, India
- Standard Chartered Bank - UAE
- Bank of Tokyo Mitsubishi UFJ Ltd
- Chamber of Mines of South Africa
- Singapore Mercantile Exchange
- Asmin Koalindo Tuhup - Indonesia
- Bayan Resources Tbk. - Indonesia
- Bukit Makmur.PT - Indonesia
- Savvy Resources Ltd - HongKong
- SN Aboitiz Power Inc, Philippines
- Barasentosa Lestari - Indonesia
- Semirara Mining Corp, Philippines
- Renaissance Capital - South Africa
- Directorate Of Revenue Intelligence - India
- Globalindo Alam Lestari - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Electricity Generating Authority of Thailand
- Ministry of Finance - Indonesia
- Siam City Cement PLC, Thailand
- Intertek Mineral Services - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Thai Mozambique Logistica
- Jaiprakash Power Ventures ltd
- Maheswari Brothers Coal Limited - India
- Larsen & Toubro Limited - India
- Central Electricity Authority - India
- Planning Commission, India
- Samtan Co., Ltd - South Korea
- Star Paper Mills Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Kaltim Prima Coal - Indonesia
- Bhatia International Limited - India
- Economic Council, Georgia
- Pendopo Energi Batubara - Indonesia
- Edison Trading Spa - Italy
- The University of Queensland
- Bukit Baiduri Energy - Indonesia
- Interocean Group of Companies - India
- Kobexindo Tractors - Indoneisa
- Parliament of New Zealand
- Vedanta Resources Plc - India
- Tata Chemicals Ltd - India
- Banpu Public Company Limited - Thailand
- Neyveli Lignite Corporation Ltd, - India
- Minerals Council of Australia
- TeaM Sual Corporation - Philippines
- VISA Power Limited - India
- Coal and Oil Company - UAE
- Petrochimia International Co. Ltd.- Taiwan
- Maharashtra Electricity Regulatory Commission - India
- Indian Energy Exchange, India
- Straits Asia Resources Limited - Singapore
- Lanco Infratech Ltd - India
- Toyota Tsusho Corporation, Japan
- Salva Resources Pvt Ltd - India
- Bharathi Cement Corporation - India
- Videocon Industries ltd - India
- Antam Resourcindo - Indonesia
- Formosa Plastics Group - Taiwan
- Coastal Gujarat Power Limited - India
- Sindya Power Generating Company Private Ltd
- Ministry of Transport, Egypt
- Leighton Contractors Pty Ltd - Australia
- GMR Energy Limited - India
- New Zealand Coal & Carbon
- Gujarat Sidhee Cement - India
- Bulk Trading Sa - Switzerland
- Deloitte Consulting - India
- Anglo American - United Kingdom
- Timah Investasi Mineral - Indoneisa
- Binh Thuan Hamico - Vietnam
- Tamil Nadu electricity Board
- Semirara Mining and Power Corporation, Philippines
- Ambuja Cements Ltd - India
- Iligan Light & Power Inc, Philippines
- Chettinad Cement Corporation Ltd - India
- Meenaskhi Energy Private Limited - India
- Kumho Petrochemical, South Korea
- Kartika Selabumi Mining - Indonesia
- The State Trading Corporation of India Ltd
- Port Waratah Coal Services - Australia
- CNBM International Corporation - China
- Aboitiz Power Corporation - Philippines
- Energy Link Ltd, New Zealand
- TNB Fuel Sdn Bhd - Malaysia
- Sakthi Sugars Limited - India
- Borneo Indobara - Indonesia
- IHS Mccloskey Coal Group - USA
- Orica Mining Services - Indonesia
- Metalloyd Limited - United Kingdom
- Xindia Steels Limited - India
- LBH Netherlands Bv - Netherlands
- Central Java Power - Indonesia
- Sarangani Energy Corporation, Philippines
- Carbofer General Trading SA - India
- Simpson Spence & Young - Indonesia
- Uttam Galva Steels Limited - India
- Posco Energy - South Korea
- Merrill Lynch Commodities Europe
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