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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, 22 November 17
CHINA CONSUMES MORE THAN TWO-THIRDS OF THE GLOBAL SEABORNE IRON ORE MARKET; PRODUCES AS MUCH STEEL AS THE REST OF THE WORLD COMBINED - CHRISTOPHER T. WHITTY
China consumes more than two-thirds of the global seaborne iron ore market and at the same time produces as much steel as the rest of the world com ...
Monday, 20 November 17
INDONESIAN COAL BENCHMARK PRICE SURGES 0.86% TO $94.80 A TON, GOVERNMENT DATA SHOWS
COALspot.com: Indonesian coal benchmark price surges 0.86% in November compared to declared price in October, the latest ministerial decree showed. ...
Friday, 17 November 17
U.S. PRODUCED 678.8 MMST OF COAL YEAR TO DATE; 9% UP Y/Y, EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 14.8 million short ton ...
Thursday, 16 November 17
PANAMAX ACTIVITIES HAVE SLOWED DOWN QUITE SUBSTANTIALLY THE LAST WEEK - FEARNLEYS
Supramax
Another week with rates easing over all the Supra routes within Atlantic.
Front hauls from USG got payed around 21-22k daily and ul ...
Thursday, 16 November 17
KOMIPO INVITED BIDS FOR 3.9 MILLION TONS OF 5700 NAR AND 5400 NAR COAL FOR 2018 - 2020 DELIVERY
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued an another new tender for total 3,900,000 Metric Tons of min. 570 ...
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Showing 1871 to 1875 news of total 6871 |
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- Larsen & Toubro Limited - India
- GVK Power & Infra Limited - India
- Kartika Selabumi Mining - Indonesia
- Metalloyd Limited - United Kingdom
- India Bulls Power Limited - India
- Bhoruka Overseas - Indonesia
- Independent Power Producers Association of India
- Cigading International Bulk Terminal - Indonesia
- ASAPP Information Group - India
- Leighton Contractors Pty Ltd - Australia
- Electricity Generating Authority of Thailand
- New Zealand Coal & Carbon
- Indika Energy - Indonesia
- Posco Energy - South Korea
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Semirara Mining and Power Corporation, Philippines
- Mjunction Services Limited - India
- Georgia Ports Authority, United States
- Vizag Seaport Private Limited - India
- Electricity Authority, New Zealand
- Ministry of Finance - Indonesia
- Makarim & Taira - Indonesia
- Formosa Plastics Group - Taiwan
- Bahari Cakrawala Sebuku - Indonesia
- Coastal Gujarat Power Limited - India
- VISA Power Limited - India
- SMC Global Power, Philippines
- Lanco Infratech Ltd - India
- SN Aboitiz Power Inc, Philippines
- Pendopo Energi Batubara - Indonesia
- The Treasury - Australian Government
- Mercuria Energy - Indonesia
- Siam City Cement - Thailand
- Aboitiz Power Corporation - Philippines
- Dalmia Cement Bharat India
- Rashtriya Ispat Nigam Limited - India
- Malabar Cements Ltd - India
- International Coal Ventures Pvt Ltd - India
- Indian Oil Corporation Limited
- Interocean Group of Companies - India
- Cement Manufacturers Association - India
- Bhushan Steel Limited - India
- Orica Australia Pty. Ltd.
- Madhucon Powers Ltd - India
- Kobexindo Tractors - Indoneisa
- Ministry of Transport, Egypt
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- OPG Power Generation Pvt Ltd - India
- Edison Trading Spa - Italy
- AsiaOL BioFuels Corp., Philippines
- GAC Shipping (India) Pvt Ltd
- Ministry of Mines - Canada
- Planning Commission, India
- Grasim Industreis Ltd - India
- White Energy Company Limited
- Samtan Co., Ltd - South Korea
- Deloitte Consulting - India
- Simpson Spence & Young - Indonesia
- Savvy Resources Ltd - HongKong
- CIMB Investment Bank - Malaysia
- Essar Steel Hazira Ltd - India
- Indo Tambangraya Megah - Indonesia
- Globalindo Alam Lestari - Indonesia
- IHS Mccloskey Coal Group - USA
- Manunggal Multi Energi - Indonesia
- Kumho Petrochemical, South Korea
- Romanian Commodities Exchange
- Meenaskhi Energy Private Limited - India
- Carbofer General Trading SA - India
- London Commodity Brokers - England
- Chamber of Mines of South Africa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Australian Commodity Traders Exchange
- Jaiprakash Power Ventures ltd
- Mintek Dendrill Indonesia
- Bangladesh Power Developement Board
- Renaissance Capital - South Africa
- Bharathi Cement Corporation - India
- Therma Luzon, Inc, Philippines
- Indian Energy Exchange, India
- European Bulk Services B.V. - Netherlands
- Singapore Mercantile Exchange
- Straits Asia Resources Limited - Singapore
- Binh Thuan Hamico - Vietnam
- Banpu Public Company Limited - Thailand
- PowerSource Philippines DevCo
- Maheswari Brothers Coal Limited - India
- PNOC Exploration Corporation - Philippines
- Miang Besar Coal Terminal - Indonesia
- Anglo American - United Kingdom
- Indonesian Coal Mining Association
- Global Business Power Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Eastern Coal Council - USA
- Sindya Power Generating Company Private Ltd
- Rio Tinto Coal - Australia
- Videocon Industries ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Standard Chartered Bank - UAE
- Kaltim Prima Coal - Indonesia
- Commonwealth Bank - Australia
- Riau Bara Harum - Indonesia
- Baramulti Group, Indonesia
- Altura Mining Limited, Indonesia
- Australian Coal Association
- Trasteel International SA, Italy
- Iligan Light & Power Inc, Philippines
- The University of Queensland
- Sical Logistics Limited - India
- PTC India Limited - India
- Goldman Sachs - Singapore
- Sree Jayajothi Cements Limited - India
- GMR Energy Limited - India
- Attock Cement Pakistan Limited
- Timah Investasi Mineral - Indoneisa
- Alfred C Toepfer International GmbH - Germany
- Global Green Power PLC Corporation, Philippines
- Star Paper Mills Limited - India
- The State Trading Corporation of India Ltd
- Port Waratah Coal Services - Australia
- Agrawal Coal Company - India
- LBH Netherlands Bv - Netherlands
- Chettinad Cement Corporation Ltd - India
- Heidelberg Cement - Germany
- Latin American Coal - Colombia
- Orica Mining Services - Indonesia
- Jindal Steel & Power Ltd - India
- Bhatia International Limited - India
- Marubeni Corporation - India
- Sojitz Corporation - Japan
- Krishnapatnam Port Company Ltd. - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Thiess Contractors Indonesia
- Central Electricity Authority - India
- Price Waterhouse Coopers - Russia
- Ambuja Cements Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Gujarat Sidhee Cement - India
- Parliament of New Zealand
- CNBM International Corporation - China
- Pipit Mutiara Jaya. PT, Indonesia
- Ceylon Electricity Board - Sri Lanka
- Coalindo Energy - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Jorong Barutama Greston.PT - Indonesia
- Sakthi Sugars Limited - India
- Parry Sugars Refinery, India
- San Jose City I Power Corp, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Petron Corporation, Philippines
- Wood Mackenzie - Singapore
- TeaM Sual Corporation - Philippines
- Aditya Birla Group - India
- Holcim Trading Pte Ltd - Singapore
- South Luzon Thermal Energy Corporation
- Xindia Steels Limited - India
- Africa Commodities Group - South Africa
- Vedanta Resources Plc - India
- Bulk Trading Sa - Switzerland
- Energy Link Ltd, New Zealand
- Meralco Power Generation, Philippines
- Ind-Barath Power Infra Limited - India
- Central Java Power - Indonesia
- Uttam Galva Steels Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Tata Chemicals Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Borneo Indobara - Indonesia
- Medco Energi Mining Internasional
- Salva Resources Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- Directorate Of Revenue Intelligence - India
- Toyota Tsusho Corporation, Japan
- Kideco Jaya Agung - Indonesia
- Sarangani Energy Corporation, Philippines
- Indogreen Group - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Economic Council, Georgia
- MS Steel International - UAE
- Bayan Resources Tbk. - Indonesia
- Semirara Mining Corp, Philippines
- Wilmar Investment Holdings
- Bukit Baiduri Energy - Indonesia
- Kepco SPC Power Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Bukit Makmur.PT - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Kapuas Tunggal Persada - Indonesia
- IEA Clean Coal Centre - UK
- TNB Fuel Sdn Bhd - Malaysia
- Siam City Cement PLC, Thailand
- Mercator Lines Limited - India
- SMG Consultants - Indonesia
- Karaikal Port Pvt Ltd - India
- Eastern Energy - Thailand
- Petrochimia International Co. Ltd.- Taiwan
- ICICI Bank Limited - India
- McConnell Dowell - Australia
- Global Coal Blending Company Limited - Australia
- Energy Development Corp, Philippines
- Tamil Nadu electricity Board
- Billiton Holdings Pty Ltd - Australia
- PetroVietnam Power Coal Import and Supply Company
- Karbindo Abesyapradhi - Indoneisa
- Sinarmas Energy and Mining - Indonesia
- Antam Resourcindo - Indonesia
- Thai Mozambique Logistica
- Intertek Mineral Services - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Power Finance Corporation Ltd., India
- Coal and Oil Company - UAE
- Merrill Lynch Commodities Europe
- Oldendorff Carriers - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Minerals Council of Australia
- Kohat Cement Company Ltd. - Pakistan
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