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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, 14 September 17
KOMIPO INVITED BIDS FOR 5700 NAR BITUMINOUS COAL FOR BORYEONG POWER PLANT; 390K MT FOR NOV LOADING
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued an another new tender for 390,000 Metric Tons of Bituminous coal ...
Wednesday, 13 September 17
U.S. COAL EXPORTS FOR THE FIRST SIX MONTHS OF 2017 WERE 55% HIGHER COMPARED TO THE SAME PERIOD IN 2016 - EIA
COALspot.com: EIA expects the share of U.S. total utility-scale electricity generation from natural gas to fall from an average of 34% in 2016 to a ...
Wednesday, 13 September 17
SOME THOUGHTS ON NORTH KOREA, US & CHINA - THEODORE NTALAKOS
The trade volume between North Korea and China is more than $5 billion per year. 83% of North Korea's exports end up in China; similarly, about ...
Tuesday, 12 September 17
NEWCASTLE FOB PRICES ROSE STRONGLY AND ARE NOW THREATENING TO BREAK THROUGH US$100/T - DANIEL HYNES
COALspot.com: The rise in crude oil market supported further gains in thermal coal, says Daniel Hynes Senior Commodity Strategist at ANZ.
Acco ...
Tuesday, 12 September 17
KOMIPO TO IMPORT 2.5 MILLION TONS OF 5700 NAR COAL FOR 5 YEARS
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued an another new tender for total 500,000 Metric Tons of Bituminous ...
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Showing 1941 to 1945 news of total 6871 |
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- Vijayanagar Sugar Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Therma Luzon, Inc, Philippines
- CIMB Investment Bank - Malaysia
- Bhatia International Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Sojitz Corporation - Japan
- Lanco Infratech Ltd - India
- Sical Logistics Limited - India
- Eastern Energy - Thailand
- Holcim Trading Pte Ltd - Singapore
- Grasim Industreis Ltd - India
- SMG Consultants - Indonesia
- Merrill Lynch Commodities Europe
- London Commodity Brokers - England
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Baramulti Group, Indonesia
- Antam Resourcindo - Indonesia
- Madhucon Powers Ltd - India
- Bulk Trading Sa - Switzerland
- Eastern Coal Council - USA
- Intertek Mineral Services - Indonesia
- Formosa Plastics Group - Taiwan
- TNB Fuel Sdn Bhd - Malaysia
- New Zealand Coal & Carbon
- Kartika Selabumi Mining - Indonesia
- Romanian Commodities Exchange
- PowerSource Philippines DevCo
- Pipit Mutiara Jaya. PT, Indonesia
- PetroVietnam Power Coal Import and Supply Company
- PTC India Limited - India
- Global Coal Blending Company Limited - Australia
- Jorong Barutama Greston.PT - Indonesia
- Siam City Cement PLC, Thailand
- Salva Resources Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- Posco Energy - South Korea
- Cigading International Bulk Terminal - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Central Electricity Authority - India
- Kumho Petrochemical, South Korea
- Singapore Mercantile Exchange
- OPG Power Generation Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- Bhushan Steel Limited - India
- ICICI Bank Limited - India
- MS Steel International - UAE
- Sree Jayajothi Cements Limited - India
- Sakthi Sugars Limited - India
- Carbofer General Trading SA - India
- Essar Steel Hazira Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Videocon Industries ltd - India
- Banpu Public Company Limited - Thailand
- Siam City Cement - Thailand
- Kobexindo Tractors - Indoneisa
- Miang Besar Coal Terminal - Indonesia
- Riau Bara Harum - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Indo Tambangraya Megah - Indonesia
- Ministry of Transport, Egypt
- European Bulk Services B.V. - Netherlands
- Uttam Galva Steels Limited - India
- Minerals Council of Australia
- Kapuas Tunggal Persada - Indonesia
- Australian Commodity Traders Exchange
- Africa Commodities Group - South Africa
- Thai Mozambique Logistica
- Wilmar Investment Holdings
- SN Aboitiz Power Inc, Philippines
- McConnell Dowell - Australia
- Ministry of Finance - Indonesia
- Binh Thuan Hamico - Vietnam
- Bukit Asam (Persero) Tbk - Indonesia
- Makarim & Taira - Indonesia
- Rio Tinto Coal - Australia
- Commonwealth Bank - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Oldendorff Carriers - Singapore
- Parliament of New Zealand
- Energy Development Corp, Philippines
- Power Finance Corporation Ltd., India
- Attock Cement Pakistan Limited
- Central Java Power - Indonesia
- India Bulls Power Limited - India
- Tata Chemicals Ltd - India
- Bukit Baiduri Energy - Indonesia
- Goldman Sachs - Singapore
- Vedanta Resources Plc - India
- Simpson Spence & Young - Indonesia
- Georgia Ports Authority, United States
- Kideco Jaya Agung - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Savvy Resources Ltd - HongKong
- International Coal Ventures Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Parry Sugars Refinery, India
- Leighton Contractors Pty Ltd - Australia
- Economic Council, Georgia
- Mercator Lines Limited - India
- Toyota Tsusho Corporation, Japan
- Indian Oil Corporation Limited
- Indian Energy Exchange, India
- The Treasury - Australian Government
- Jindal Steel & Power Ltd - India
- Altura Mining Limited, Indonesia
- Planning Commission, India
- GAC Shipping (India) Pvt Ltd
- Kaltim Prima Coal - Indonesia
- Globalindo Alam Lestari - Indonesia
- Medco Energi Mining Internasional
- San Jose City I Power Corp, Philippines
- Coalindo Energy - Indonesia
- Orica Mining Services - Indonesia
- Metalloyd Limited - United Kingdom
- Meenaskhi Energy Private Limited - India
- Billiton Holdings Pty Ltd - Australia
- AsiaOL BioFuels Corp., Philippines
- Sarangani Energy Corporation, Philippines
- Jaiprakash Power Ventures ltd
- Sinarmas Energy and Mining - Indonesia
- Chettinad Cement Corporation Ltd - India
- Ambuja Cements Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Wood Mackenzie - Singapore
- Cement Manufacturers Association - India
- Maheswari Brothers Coal Limited - India
- IEA Clean Coal Centre - UK
- Australian Coal Association
- Ind-Barath Power Infra Limited - India
- Renaissance Capital - South Africa
- Pendopo Energi Batubara - Indonesia
- White Energy Company Limited
- Coal and Oil Company - UAE
- Anglo American - United Kingdom
- Mercuria Energy - Indonesia
- The University of Queensland
- Coastal Gujarat Power Limited - India
- Agrawal Coal Company - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Star Paper Mills Limited - India
- Trasteel International SA, Italy
- Independent Power Producers Association of India
- Bukit Makmur.PT - Indonesia
- Straits Asia Resources Limited - Singapore
- Bharathi Cement Corporation - India
- LBH Netherlands Bv - Netherlands
- ASAPP Information Group - India
- Maharashtra Electricity Regulatory Commission - India
- Larsen & Toubro Limited - India
- Heidelberg Cement - Germany
- Indonesian Coal Mining Association
- Port Waratah Coal Services - Australia
- South Luzon Thermal Energy Corporation
- Alfred C Toepfer International GmbH - Germany
- Dalmia Cement Bharat India
- Karbindo Abesyapradhi - Indoneisa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Deloitte Consulting - India
- Orica Australia Pty. Ltd.
- GMR Energy Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Malabar Cements Ltd - India
- Kepco SPC Power Corporation, Philippines
- Semirara Mining Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Ceylon Electricity Board - Sri Lanka
- Samtan Co., Ltd - South Korea
- Meralco Power Generation, Philippines
- Borneo Indobara - Indonesia
- Bhoruka Overseas - Indonesia
- Mintek Dendrill Indonesia
- Energy Link Ltd, New Zealand
- GVK Power & Infra Limited - India
- Marubeni Corporation - India
- Manunggal Multi Energi - Indonesia
- Electricity Authority, New Zealand
- TeaM Sual Corporation - Philippines
- CNBM International Corporation - China
- Directorate Of Revenue Intelligence - India
- Price Waterhouse Coopers - Russia
- Latin American Coal - Colombia
- Chamber of Mines of South Africa
- Asmin Koalindo Tuhup - Indonesia
- Indogreen Group - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Petron Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Semirara Mining and Power Corporation, Philippines
- The State Trading Corporation of India Ltd
- Bangladesh Power Developement Board
- Ministry of Mines - Canada
- Petrochimia International Co. Ltd.- Taiwan
- SMC Global Power, Philippines
- Kohat Cement Company Ltd. - Pakistan
- VISA Power Limited - India
- Barasentosa Lestari - Indonesia
- Thiess Contractors Indonesia
- Bayan Resources Tbk. - Indonesia
- Electricity Generating Authority of Thailand
- Karaikal Port Pvt Ltd - India
- Tamil Nadu electricity Board
- Edison Trading Spa - Italy
- IHS Mccloskey Coal Group - USA
- Aboitiz Power Corporation - Philippines
- Standard Chartered Bank - UAE
- Vizag Seaport Private Limited - India
- Xindia Steels Limited - India
- Indika Energy - Indonesia
- Gujarat Sidhee Cement - India
- Interocean Group of Companies - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Aditya Birla Group - India
- Mjunction Services Limited - India
- Timah Investasi Mineral - Indoneisa
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