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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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Tuesday, 05 December 17
THE COKING AND THERMAL COAL RECORDING SMALL GAINS - DANIEL HYNES
Coal markets were higher, with both coking and thermal coal recording small gains, said Daniel Hynes Senior Commodity Strategist at ANZ in his late ...
Tuesday, 05 December 17
WEEKLY US COAL PRODUCTION ESTIMATES DIP WEEK OVER WEEK - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 14.1 million short ton ...
Thursday, 30 November 17
CONTEMPLATING COAL'S CONTROVERSY AT COP23 - BENJAMIN SPORTON
Representing the coal industry at climate talks is never going to be an easy proposition. For many people, coal and climate action are incompatible ...
Wednesday, 29 November 17
THE LAST DAYS OF COAL? - ALIBRA SHIPPING
At least 15 countries have joined an international alliance to phase out coal use for power generation before 2030.
Britain, Canada, Denmark, ...
Wednesday, 29 November 17
THERMAL COAL MARKETS WERE A LITTLE BIT MORE SUBDUED - DANIEL HYNES, ANZ
Coal prices were stronger, led by gains in coking coal. Premium hard coking coal jumped above USD200/t for the first time in two months, said Danie ...
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Showing 1861 to 1865 news of total 6871 |
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- Sindya Power Generating Company Private Ltd
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- Latin American Coal - Colombia
- Indogreen Group - Indonesia
- Siam City Cement PLC, Thailand
- Gujarat Electricity Regulatory Commission - India
- Price Waterhouse Coopers - Russia
- Wood Mackenzie - Singapore
- Bhushan Steel Limited - India
- The State Trading Corporation of India Ltd
- Kalimantan Lumbung Energi - Indonesia
- London Commodity Brokers - England
- White Energy Company Limited
- The University of Queensland
- Africa Commodities Group - South Africa
- Coalindo Energy - Indonesia
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- Simpson Spence & Young - Indonesia
- Mercator Lines Limited - India
- Attock Cement Pakistan Limited
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- Carbofer General Trading SA - India
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- Sakthi Sugars Limited - India
- Mjunction Services Limited - India
- Commonwealth Bank - Australia
- Neyveli Lignite Corporation Ltd, - India
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- Standard Chartered Bank - UAE
- Madhucon Powers Ltd - India
- GMR Energy Limited - India
- Energy Link Ltd, New Zealand
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- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Economic Council, Georgia
- Petron Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- Renaissance Capital - South Africa
- Indian Oil Corporation Limited
- Leighton Contractors Pty Ltd - Australia
- Xindia Steels Limited - India
- Siam City Cement - Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Marubeni Corporation - India
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- Jindal Steel & Power Ltd - India
- Borneo Indobara - Indonesia
- Orica Mining Services - Indonesia
- Kartika Selabumi Mining - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Bhoruka Overseas - Indonesia
- Savvy Resources Ltd - HongKong
- Metalloyd Limited - United Kingdom
- Bayan Resources Tbk. - Indonesia
- AsiaOL BioFuels Corp., Philippines
- European Bulk Services B.V. - Netherlands
- International Coal Ventures Pvt Ltd - India
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- Ceylon Electricity Board - Sri Lanka
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- Chamber of Mines of South Africa
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- Global Green Power PLC Corporation, Philippines
- Gujarat Sidhee Cement - India
- Central Electricity Authority - India
- Globalindo Alam Lestari - Indonesia
- Salva Resources Pvt Ltd - India
- Medco Energi Mining Internasional
- Banpu Public Company Limited - Thailand
- Sinarmas Energy and Mining - Indonesia
- Rio Tinto Coal - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- CIMB Investment Bank - Malaysia
- Intertek Mineral Services - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Directorate Of Revenue Intelligence - India
- Vedanta Resources Plc - India
- Alfred C Toepfer International GmbH - Germany
- Kideco Jaya Agung - Indonesia
- IEA Clean Coal Centre - UK
- Indonesian Coal Mining Association
- Baramulti Group, Indonesia
- SMC Global Power, Philippines
- Bhatia International Limited - India
- Power Finance Corporation Ltd., India
- Bangladesh Power Developement Board
- Goldman Sachs - Singapore
- Krishnapatnam Port Company Ltd. - India
- Ministry of Mines - Canada
- VISA Power Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Mercuria Energy - Indonesia
- PNOC Exploration Corporation - Philippines
- Australian Commodity Traders Exchange
- Vizag Seaport Private Limited - India
- Thai Mozambique Logistica
- Holcim Trading Pte Ltd - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Energy Development Corp, Philippines
- Antam Resourcindo - Indonesia
- Dalmia Cement Bharat India
- Toyota Tsusho Corporation, Japan
- Ind-Barath Power Infra Limited - India
- Central Java Power - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Interocean Group of Companies - India
- Timah Investasi Mineral - Indoneisa
- Kumho Petrochemical, South Korea
- Minerals Council of Australia
- Maharashtra Electricity Regulatory Commission - India
- The Treasury - Australian Government
- Tata Chemicals Ltd - India
- India Bulls Power Limited - India
- Larsen & Toubro Limited - India
- Agrawal Coal Company - India
- Bukit Makmur.PT - Indonesia
- Riau Bara Harum - Indonesia
- PTC India Limited - India
- Aditya Birla Group - India
- Sojitz Corporation - Japan
- MS Steel International - UAE
- Coal and Oil Company - UAE
- Georgia Ports Authority, United States
- Lanco Infratech Ltd - India
- Iligan Light & Power Inc, Philippines
- South Luzon Thermal Energy Corporation
- Bulk Trading Sa - Switzerland
- Sarangani Energy Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Therma Luzon, Inc, Philippines
- ICICI Bank Limited - India
- IHS Mccloskey Coal Group - USA
- Ambuja Cements Ltd - India
- Singapore Mercantile Exchange
- PowerSource Philippines DevCo
- Asia Pacific Energy Resources Ventures Inc, Philippines
- New Zealand Coal & Carbon
- Asmin Koalindo Tuhup - Indonesia
- OPG Power Generation Pvt Ltd - India
- Global Business Power Corporation, Philippines
- GVK Power & Infra Limited - India
- Tamil Nadu electricity Board
- Indo Tambangraya Megah - Indonesia
- Oldendorff Carriers - Singapore
- Ministry of Finance - Indonesia
- Sree Jayajothi Cements Limited - India
- Chettinad Cement Corporation Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Formosa Plastics Group - Taiwan
- Ministry of Transport, Egypt
- Kepco SPC Power Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- GAC Shipping (India) Pvt Ltd
- TeaM Sual Corporation - Philippines
- Indika Energy - Indonesia
- Jaiprakash Power Ventures ltd
- Meralco Power Generation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Grasim Industreis Ltd - India
- Trasteel International SA, Italy
- ASAPP Information Group - India
- Anglo American - United Kingdom
- Heidelberg Cement - Germany
- Bukit Asam (Persero) Tbk - Indonesia
- Cement Manufacturers Association - India
- TNB Fuel Sdn Bhd - Malaysia
- Barasentosa Lestari - Indonesia
- Samtan Co., Ltd - South Korea
- Mintek Dendrill Indonesia
- Independent Power Producers Association of India
- San Jose City I Power Corp, Philippines
- Wilmar Investment Holdings
- Port Waratah Coal Services - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Electricity Generating Authority of Thailand
- Coastal Gujarat Power Limited - India
- Star Paper Mills Limited - India
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- Videocon Industries ltd - India
- Semirara Mining and Power Corporation, Philippines
- Australian Coal Association
- Meenaskhi Energy Private Limited - India
- Bharathi Cement Corporation - India
- Global Coal Blending Company Limited - Australia
- Eastern Coal Council - USA
- Planning Commission, India
- Bahari Cakrawala Sebuku - Indonesia
- Merrill Lynch Commodities Europe
- Malabar Cements Ltd - India
- Thiess Contractors Indonesia
- Semirara Mining Corp, Philippines
- Aboitiz Power Corporation - Philippines
- Eastern Energy - Thailand
- Deloitte Consulting - India
- PetroVietnam Power Coal Import and Supply Company
- CNBM International Corporation - China
- Indian Energy Exchange, India
- SMG Consultants - Indonesia
- Uttam Galva Steels Limited - India
- Parliament of New Zealand
- McConnell Dowell - Australia
- Karbindo Abesyapradhi - Indoneisa
- Edison Trading Spa - Italy
- LBH Netherlands Bv - Netherlands
- Romanian Commodities Exchange
- Electricity Authority, New Zealand
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- Pendopo Energi Batubara - Indonesia
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