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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, 17 October 17
U.S RECORD EXPORTS OIL TO EAST HAS HELPED THE TANKER TRADE - GEORGE LAZARIDIS
There was a flood of fresh news this week which clouded the overall prospects of the crude oil market. Just one week prior Saudi Arabia and Russia, ...
Monday, 16 October 17
INDONESIA TO INDIA COAL FREIGHT RATES STAY FIRM
COALspot.com: The daily average earnings for Supramax, for the route Indonesia to India passing through Singapore has stayed firm, week over week, ...
Friday, 13 October 17
INDIKA ENERGY SIGNS SHARE PURCHASE AGREEMENTS FOR AN ADDITIONAL 45% STAKE IN KIDECO
PT Indika Energy Tbk. and its wholly-owned subsidiary PT Indika Inti Corpindo (collectively, “Indika Energy”) has entered into separate ...
Friday, 13 October 17
THE SHORT-TERM OUTLOOK FOR THE PANAMAX MARKET REMAIN POSITIVE - FEARNLEYS
Supramax
The market has picked up strongly since last week with the Chinese holidays. In the Pacific rates are increasing with some strong number ...
Friday, 13 October 17
U.S. COAL EXPORTS FOR THE FIRST SEVEN MONTHS OF 2017 TOTALED 51 MMST; UP 62% YOY, EIA DATA SHOWS
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15.2 million shor ...
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Showing 1911 to 1915 news of total 6871 |
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- Planning Commission, India
- CIMB Investment Bank - Malaysia
- LBH Netherlands Bv - Netherlands
- Ministry of Transport, Egypt
- Power Finance Corporation Ltd., India
- Cigading International Bulk Terminal - Indonesia
- Goldman Sachs - Singapore
- Bhatia International Limited - India
- Kumho Petrochemical, South Korea
- Indian Energy Exchange, India
- Indogreen Group - Indonesia
- Kaltim Prima Coal - Indonesia
- Tamil Nadu electricity Board
- Kohat Cement Company Ltd. - Pakistan
- Heidelberg Cement - Germany
- Petrochimia International Co. Ltd.- Taiwan
- AsiaOL BioFuels Corp., Philippines
- Edison Trading Spa - Italy
- Karaikal Port Pvt Ltd - India
- London Commodity Brokers - England
- Australian Commodity Traders Exchange
- Anglo American - United Kingdom
- Karbindo Abesyapradhi - Indoneisa
- Medco Energi Mining Internasional
- Siam City Cement PLC, Thailand
- Star Paper Mills Limited - India
- Globalindo Alam Lestari - Indonesia
- Singapore Mercantile Exchange
- Bulk Trading Sa - Switzerland
- Bhoruka Overseas - Indonesia
- Indika Energy - Indonesia
- Sindya Power Generating Company Private Ltd
- Ministry of Mines - Canada
- India Bulls Power Limited - India
- Manunggal Multi Energi - Indonesia
- Electricity Generating Authority of Thailand
- Makarim & Taira - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Metalloyd Limited - United Kingdom
- OPG Power Generation Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Siam City Cement - Thailand
- Gujarat Electricity Regulatory Commission - India
- Riau Bara Harum - Indonesia
- Sakthi Sugars Limited - India
- Lanco Infratech Ltd - India
- Xindia Steels Limited - India
- Mercator Lines Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Marubeni Corporation - India
- Billiton Holdings Pty Ltd - Australia
- White Energy Company Limited
- The University of Queensland
- Energy Development Corp, Philippines
- Chamber of Mines of South Africa
- San Jose City I Power Corp, Philippines
- Rashtriya Ispat Nigam Limited - India
- Kideco Jaya Agung - Indonesia
- Sree Jayajothi Cements Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indian Oil Corporation Limited
- Barasentosa Lestari - Indonesia
- Parliament of New Zealand
- IHS Mccloskey Coal Group - USA
- Mjunction Services Limited - India
- Jindal Steel & Power Ltd - India
- Global Green Power PLC Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- Attock Cement Pakistan Limited
- Meralco Power Generation, Philippines
- SN Aboitiz Power Inc, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Kepco SPC Power Corporation, Philippines
- Madhucon Powers Ltd - India
- Kartika Selabumi Mining - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Borneo Indobara - Indonesia
- MS Steel International - UAE
- Coal and Oil Company - UAE
- Georgia Ports Authority, United States
- Essar Steel Hazira Ltd - India
- Toyota Tsusho Corporation, Japan
- Directorate Of Revenue Intelligence - India
- Sojitz Corporation - Japan
- Tata Chemicals Ltd - India
- Coastal Gujarat Power Limited - India
- Agrawal Coal Company - India
- Coalindo Energy - Indonesia
- Global Business Power Corporation, Philippines
- Thai Mozambique Logistica
- Merrill Lynch Commodities Europe
- Formosa Plastics Group - Taiwan
- Africa Commodities Group - South Africa
- Interocean Group of Companies - India
- Kobexindo Tractors - Indoneisa
- Binh Thuan Hamico - Vietnam
- SMG Consultants - Indonesia
- GVK Power & Infra Limited - India
- Ceylon Electricity Board - Sri Lanka
- Kapuas Tunggal Persada - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Renaissance Capital - South Africa
- Vedanta Resources Plc - India
- The State Trading Corporation of India Ltd
- Global Coal Blending Company Limited - Australia
- Bukit Makmur.PT - Indonesia
- Orica Australia Pty. Ltd.
- Malabar Cements Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Cement Manufacturers Association - India
- Semirara Mining and Power Corporation, Philippines
- Central Electricity Authority - India
- Deloitte Consulting - India
- ICICI Bank Limited - India
- McConnell Dowell - Australia
- Ministry of Finance - Indonesia
- IEA Clean Coal Centre - UK
- Electricity Authority, New Zealand
- Meenaskhi Energy Private Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Timah Investasi Mineral - Indoneisa
- GN Power Mariveles Coal Plant, Philippines
- Oldendorff Carriers - Singapore
- European Bulk Services B.V. - Netherlands
- Uttam Galva Steels Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Indonesian Coal Mining Association
- Miang Besar Coal Terminal - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Simpson Spence & Young - Indonesia
- Therma Luzon, Inc, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Videocon Industries ltd - India
- Economic Council, Georgia
- SMC Global Power, Philippines
- Alfred C Toepfer International GmbH - Germany
- Bukit Baiduri Energy - Indonesia
- Gujarat Sidhee Cement - India
- Bahari Cakrawala Sebuku - Indonesia
- Antam Resourcindo - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Altura Mining Limited, Indonesia
- Intertek Mineral Services - Indonesia
- Standard Chartered Bank - UAE
- South Luzon Thermal Energy Corporation
- Wilmar Investment Holdings
- Maharashtra Electricity Regulatory Commission - India
- Orica Mining Services - Indonesia
- Straits Asia Resources Limited - Singapore
- Directorate General of MIneral and Coal - Indonesia
- Romanian Commodities Exchange
- Chettinad Cement Corporation Ltd - India
- VISA Power Limited - India
- Bhushan Steel Limited - India
- Vizag Seaport Private Limited - India
- Parry Sugars Refinery, India
- Central Java Power - Indonesia
- PNOC Exploration Corporation - Philippines
- Grasim Industreis Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Independent Power Producers Association of India
- Larsen & Toubro Limited - India
- Savvy Resources Ltd - HongKong
- Price Waterhouse Coopers - Russia
- Ambuja Cements Ltd - India
- Mintek Dendrill Indonesia
- Eastern Energy - Thailand
- Energy Link Ltd, New Zealand
- GMR Energy Limited - India
- Thiess Contractors Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Australian Coal Association
- Holcim Trading Pte Ltd - Singapore
- International Coal Ventures Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- The Treasury - Australian Government
- Asmin Koalindo Tuhup - Indonesia
- Ind-Barath Power Infra Limited - India
- Salva Resources Pvt Ltd - India
- ASAPP Information Group - India
- Leighton Contractors Pty Ltd - Australia
- Mercuria Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- TeaM Sual Corporation - Philippines
- Banpu Public Company Limited - Thailand
- Rio Tinto Coal - Australia
- Sical Logistics Limited - India
- Dalmia Cement Bharat India
- Petron Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- PTC India Limited - India
- Maheswari Brothers Coal Limited - India
- CNBM International Corporation - China
- Bangladesh Power Developement Board
- Minerals Council of Australia
- Aditya Birla Group - India
- Semirara Mining Corp, Philippines
- Carbofer General Trading SA - India
- Indo Tambangraya Megah - Indonesia
- Eastern Coal Council - USA
- Samtan Co., Ltd - South Korea
- Latin American Coal - Colombia
- Posco Energy - South Korea
- Vijayanagar Sugar Pvt Ltd - India
- PowerSource Philippines DevCo
- Jaiprakash Power Ventures ltd
- Wood Mackenzie - Singapore
- New Zealand Coal & Carbon
- Trasteel International SA, Italy
- Commonwealth Bank - Australia
- Bayan Resources Tbk. - Indonesia
- Baramulti Group, Indonesia
- Sarangani Energy Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Port Waratah Coal Services - Australia
- Bharathi Cement Corporation - India
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