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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, 26 September 17
REDUCING THE RISK OF LIQUEFACTION - IUMI
KNOWLEDGE TO ELEVATE
Liquefaction is a phenomenon that can take place in granular materials, such as soil or fine ore, where the beh ...
Tuesday, 26 September 17
THE CURRENT HIGHS IN THE DRY BULK FREIGHT MARKET WILL SURELY BE SURPASSED AND BY A CONSIDERABLE MARGIN IN THE NEXT YEAR OR SO - GEORGE LAZARIDIS
The Dry Bulk market con!nues to show a strong face amidst the favorable tail winds being seen, which have helped the Bal!c Dry Index inch above the ...
Monday, 25 September 17
CHOICES FOR SHIPPING AS 2020 APPROACHES? - CLARKSONS
Historically, the fuel of choice for the vast majority of large cargo ships has been heavy fuel oil. But in 2020, sulphur oxide emissions will be c ...
Monday, 25 September 17
THE FREIGHT MARKET ROSE IN ALL SEGMENTS EXCEPT PANAMAX WEEK OVER WEEK
COALspot.com: The freight market rose in all segments except Panamax week over week. Mainly Cape has supported to boosted up BDI this past week, BD ...
Monday, 25 September 17
U.S WEEKLY COAL OUTPUT DROPS FOR THE FOURTH WEEK IN A ROW, EIA DATA SHOWS
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 15.5 million short ton ...
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Showing 1931 to 1935 news of total 6871 |
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- Singapore Mercantile Exchange
- Therma Luzon, Inc, Philippines
- IEA Clean Coal Centre - UK
- Sarangani Energy Corporation, Philippines
- Attock Cement Pakistan Limited
- Bharathi Cement Corporation - India
- Electricity Generating Authority of Thailand
- Sinarmas Energy and Mining - Indonesia
- Parliament of New Zealand
- Sojitz Corporation - Japan
- Star Paper Mills Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bhoruka Overseas - Indonesia
- Bangladesh Power Developement Board
- Baramulti Group, Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Aditya Birla Group - India
- Xindia Steels Limited - India
- Antam Resourcindo - Indonesia
- Essar Steel Hazira Ltd - India
- Energy Link Ltd, New Zealand
- Borneo Indobara - Indonesia
- Coal and Oil Company - UAE
- Kohat Cement Company Ltd. - Pakistan
- White Energy Company Limited
- GMR Energy Limited - India
- CNBM International Corporation - China
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- PNOC Exploration Corporation - Philippines
- Mintek Dendrill Indonesia
- Semirara Mining Corp, Philippines
- South Luzon Thermal Energy Corporation
- Bahari Cakrawala Sebuku - Indonesia
- PowerSource Philippines DevCo
- Leighton Contractors Pty Ltd - Australia
- Sree Jayajothi Cements Limited - India
- Iligan Light & Power Inc, Philippines
- Lanco Infratech Ltd - India
- Coalindo Energy - Indonesia
- Ministry of Transport, Egypt
- Globalindo Alam Lestari - Indonesia
- Renaissance Capital - South Africa
- Holcim Trading Pte Ltd - Singapore
- Global Green Power PLC Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Wilmar Investment Holdings
- Merrill Lynch Commodities Europe
- GVK Power & Infra Limited - India
- Aboitiz Power Corporation - Philippines
- Meenaskhi Energy Private Limited - India
- Indogreen Group - Indonesia
- San Jose City I Power Corp, Philippines
- Directorate Of Revenue Intelligence - India
- Chettinad Cement Corporation Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Eastern Coal Council - USA
- SN Aboitiz Power Inc, Philippines
- IHS Mccloskey Coal Group - USA
- Rio Tinto Coal - Australia
- Indonesian Coal Mining Association
- Ministry of Mines - Canada
- Mercuria Energy - Indonesia
- McConnell Dowell - Australia
- Marubeni Corporation - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Interocean Group of Companies - India
- Semirara Mining and Power Corporation, Philippines
- Goldman Sachs - Singapore
- Metalloyd Limited - United Kingdom
- European Bulk Services B.V. - Netherlands
- Romanian Commodities Exchange
- Kepco SPC Power Corporation, Philippines
- Uttam Galva Steels Limited - India
- Jindal Steel & Power Ltd - India
- Indian Oil Corporation Limited
- Riau Bara Harum - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Videocon Industries ltd - India
- Kideco Jaya Agung - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Global Coal Blending Company Limited - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- AsiaOL BioFuels Corp., Philippines
- Latin American Coal - Colombia
- Power Finance Corporation Ltd., India
- Bhatia International Limited - India
- Ambuja Cements Ltd - India
- SMG Consultants - Indonesia
- Larsen & Toubro Limited - India
- Karaikal Port Pvt Ltd - India
- Mercator Lines Limited - India
- Meralco Power Generation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Gujarat Electricity Regulatory Commission - India
- Rashtriya Ispat Nigam Limited - India
- Commonwealth Bank - Australia
- Kumho Petrochemical, South Korea
- TeaM Sual Corporation - Philippines
- Australian Coal Association
- Gujarat Mineral Development Corp Ltd - India
- Kartika Selabumi Mining - Indonesia
- Wood Mackenzie - Singapore
- International Coal Ventures Pvt Ltd - India
- Chamber of Mines of South Africa
- MS Steel International - UAE
- Indian Energy Exchange, India
- Indika Energy - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Salva Resources Pvt Ltd - India
- Sakthi Sugars Limited - India
- Planning Commission, India
- Malabar Cements Ltd - India
- ASAPP Information Group - India
- Trasteel International SA, Italy
- Tamil Nadu electricity Board
- Binh Thuan Hamico - Vietnam
- GAC Shipping (India) Pvt Ltd
- Maharashtra Electricity Regulatory Commission - India
- Timah Investasi Mineral - Indoneisa
- Edison Trading Spa - Italy
- Tata Chemicals Ltd - India
- Bukit Makmur.PT - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Billiton Holdings Pty Ltd - Australia
- Australian Commodity Traders Exchange
- ICICI Bank Limited - India
- Intertek Mineral Services - Indonesia
- Medco Energi Mining Internasional
- Indo Tambangraya Megah - Indonesia
- Anglo American - United Kingdom
- The State Trading Corporation of India Ltd
- Agrawal Coal Company - India
- The Treasury - Australian Government
- Barasentosa Lestari - Indonesia
- Makarim & Taira - Indonesia
- Mjunction Services Limited - India
- Posco Energy - South Korea
- Straits Asia Resources Limited - Singapore
- Vedanta Resources Plc - India
- Parry Sugars Refinery, India
- Eastern Energy - Thailand
- London Commodity Brokers - England
- LBH Netherlands Bv - Netherlands
- The University of Queensland
- Bukit Baiduri Energy - Indonesia
- Central Java Power - Indonesia
- Electricity Authority, New Zealand
- Thai Mozambique Logistica
- Manunggal Multi Energi - Indonesia
- Thiess Contractors Indonesia
- Jaiprakash Power Ventures ltd
- Simpson Spence & Young - Indonesia
- Sical Logistics Limited - India
- Toyota Tsusho Corporation, Japan
- Carbofer General Trading SA - India
- Independent Power Producers Association of India
- New Zealand Coal & Carbon
- Kobexindo Tractors - Indoneisa
- Cigading International Bulk Terminal - Indonesia
- Coastal Gujarat Power Limited - India
- Savvy Resources Ltd - HongKong
- Minerals Council of Australia
- Economic Council, Georgia
- Altura Mining Limited, Indonesia
- Orica Mining Services - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Central Electricity Authority - India
- Ministry of Finance - Indonesia
- Bulk Trading Sa - Switzerland
- Ind-Barath Power Infra Limited - India
- Kaltim Prima Coal - Indonesia
- Formosa Plastics Group - Taiwan
- Petron Corporation, Philippines
- Dalmia Cement Bharat India
- VISA Power Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Madhucon Powers Ltd - India
- Banpu Public Company Limited - Thailand
- Standard Chartered Bank - UAE
- Heidelberg Cement - Germany
- Alfred C Toepfer International GmbH - Germany
- Energy Development Corp, Philippines
- Krishnapatnam Port Company Ltd. - India
- Ceylon Electricity Board - Sri Lanka
- Orica Australia Pty. Ltd.
- Deloitte Consulting - India
- CIMB Investment Bank - Malaysia
- Oldendorff Carriers - Singapore
- Jorong Barutama Greston.PT - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- TNB Fuel Sdn Bhd - Malaysia
- Siam City Cement PLC, Thailand
- Port Waratah Coal Services - Australia
- OPG Power Generation Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Grasim Industreis Ltd - India
- PTC India Limited - India
- Gujarat Sidhee Cement - India
- Bukit Asam (Persero) Tbk - Indonesia
- Bayan Resources Tbk. - Indonesia
- Vizag Seaport Private Limited - India
- Bhushan Steel Limited - India
- Global Business Power Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Maheswari Brothers Coal Limited - India
- Samtan Co., Ltd - South Korea
- Cement Manufacturers Association - India
- Petrochimia International Co. Ltd.- Taiwan
- Georgia Ports Authority, United States
- Africa Commodities Group - South Africa
- India Bulls Power Limited - India
- Siam City Cement - Thailand
- Karbindo Abesyapradhi - Indoneisa
- Vijayanagar Sugar Pvt Ltd - India
- SMC Global Power, Philippines
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