We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Thursday, 07 September 17
CAPESIZE: EARNINGS FOR THE BIG SHIPS KEEP UP NICELY AS DIPS ARE MODERATE AND SHORT-LIVED - FEARNLEYS
Supramax
Fewer activities in the Atlantic in start of the week with the US holidays. Owners were asking around low USD 20k for trip ex USG to Far ...
Thursday, 07 September 17
TALK OF CONSTRAINTS ON CHINESE COAL OUTPUT PUSHED PRICES HIGHER - DANIEL HYNES
Commodity markets were largely higher as a weaker USD boosted investor appetite.
According to Daniel Hynes, Senior Commodity Strategist at ANZ ...
Wednesday, 06 September 17
LAYTIME - CHARTERERS' RIGHTS & PORT COSTS - NORTH P&I CLUB
KNOWLEDGE TO ELEVATE
In a recent London Arbitration decision (18/17) the Tribunal had to consider whether the owners were entitled to recover ...
Wednesday, 06 September 17
SHIPPING MARKET INSIGHT - STELIOS KOLLINTZAS
The impact of Hurricane Harvey, which made landfall on 25th of August in South East coastline of Texas area has been the major concern of the shipp ...
Tuesday, 05 September 17
COAL: A STRONG MOVEMENT IN THE COAL MARKET OVER THE SUMMER MONTHS - GEORGE LAZARIDIS
We have been witnessing a strong movement in the coal market over the summer months something that has not only helped boost prices for the commodi ...
|
|
|
Showing 1951 to 1955 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Carbofer General Trading SA - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Port Waratah Coal Services - Australia
- Interocean Group of Companies - India
- Bhatia International Limited - India
- Indika Energy - Indonesia
- South Luzon Thermal Energy Corporation
- Riau Bara Harum - Indonesia
- Kideco Jaya Agung - Indonesia
- Grasim Industreis Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Savvy Resources Ltd - HongKong
- SMC Global Power, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Directorate Of Revenue Intelligence - India
- Gujarat Sidhee Cement - India
- Power Finance Corporation Ltd., India
- Jorong Barutama Greston.PT - Indonesia
- Therma Luzon, Inc, Philippines
- Eastern Coal Council - USA
- Alfred C Toepfer International GmbH - Germany
- Jaiprakash Power Ventures ltd
- Kumho Petrochemical, South Korea
- Mjunction Services Limited - India
- SMG Consultants - Indonesia
- Global Coal Blending Company Limited - Australia
- Kobexindo Tractors - Indoneisa
- PTC India Limited - India
- Ambuja Cements Ltd - India
- Samtan Co., Ltd - South Korea
- Bharathi Cement Corporation - India
- The State Trading Corporation of India Ltd
- International Coal Ventures Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Merrill Lynch Commodities Europe
- Medco Energi Mining Internasional
- Deloitte Consulting - India
- McConnell Dowell - Australia
- Metalloyd Limited - United Kingdom
- Mercator Lines Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Central Electricity Authority - India
- Thiess Contractors Indonesia
- MS Steel International - UAE
- Central Java Power - Indonesia
- IHS Mccloskey Coal Group - USA
- Siam City Cement - Thailand
- Vijayanagar Sugar Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Simpson Spence & Young - Indonesia
- Aditya Birla Group - India
- Commonwealth Bank - Australia
- Bulk Trading Sa - Switzerland
- Bayan Resources Tbk. - Indonesia
- Ministry of Finance - Indonesia
- Banpu Public Company Limited - Thailand
- Standard Chartered Bank - UAE
- Gujarat Mineral Development Corp Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Siam City Cement PLC, Thailand
- Makarim & Taira - Indonesia
- Chettinad Cement Corporation Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Larsen & Toubro Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Borneo Indobara - Indonesia
- Edison Trading Spa - Italy
- VISA Power Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Latin American Coal - Colombia
- Trasteel International SA, Italy
- Malabar Cements Ltd - India
- Mercuria Energy - Indonesia
- Parry Sugars Refinery, India
- Kepco SPC Power Corporation, Philippines
- India Bulls Power Limited - India
- Ministry of Mines - Canada
- Bukit Baiduri Energy - Indonesia
- Uttam Galva Steels Limited - India
- SN Aboitiz Power Inc, Philippines
- PowerSource Philippines DevCo
- Sarangani Energy Corporation, Philippines
- Rio Tinto Coal - Australia
- Ind-Barath Power Infra Limited - India
- Leighton Contractors Pty Ltd - Australia
- Vedanta Resources Plc - India
- GMR Energy Limited - India
- Independent Power Producers Association of India
- Cement Manufacturers Association - India
- Wilmar Investment Holdings
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indian Energy Exchange, India
- Australian Coal Association
- Rashtriya Ispat Nigam Limited - India
- Ministry of Transport, Egypt
- Semirara Mining and Power Corporation, Philippines
- Electricity Generating Authority of Thailand
- Global Business Power Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Sindya Power Generating Company Private Ltd
- AsiaOL BioFuels Corp., Philippines
- Formosa Plastics Group - Taiwan
- Meenaskhi Energy Private Limited - India
- Indogreen Group - Indonesia
- Star Paper Mills Limited - India
- Timah Investasi Mineral - Indoneisa
- CIMB Investment Bank - Malaysia
- Kohat Cement Company Ltd. - Pakistan
- Krishnapatnam Port Company Ltd. - India
- Indonesian Coal Mining Association
- Altura Mining Limited, Indonesia
- Coastal Gujarat Power Limited - India
- New Zealand Coal & Carbon
- Karaikal Port Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sree Jayajothi Cements Limited - India
- Parliament of New Zealand
- Petrochimia International Co. Ltd.- Taiwan
- Marubeni Corporation - India
- Madhucon Powers Ltd - India
- Renaissance Capital - South Africa
- Pipit Mutiara Jaya. PT, Indonesia
- Heidelberg Cement - Germany
- Xindia Steels Limited - India
- Toyota Tsusho Corporation, Japan
- Semirara Mining Corp, Philippines
- Electricity Authority, New Zealand
- ASAPP Information Group - India
- Global Green Power PLC Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- Straits Asia Resources Limited - Singapore
- LBH Netherlands Bv - Netherlands
- Planning Commission, India
- White Energy Company Limited
- CNBM International Corporation - China
- Pendopo Energi Batubara - Indonesia
- The Treasury - Australian Government
- Cigading International Bulk Terminal - Indonesia
- Kartika Selabumi Mining - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- San Jose City I Power Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Miang Besar Coal Terminal - Indonesia
- Georgia Ports Authority, United States
- Meralco Power Generation, Philippines
- Intertek Mineral Services - Indonesia
- Antam Resourcindo - Indonesia
- Eastern Energy - Thailand
- Bahari Cakrawala Sebuku - Indonesia
- Energy Link Ltd, New Zealand
- Tamil Nadu electricity Board
- Attock Cement Pakistan Limited
- GVK Power & Infra Limited - India
- PNOC Exploration Corporation - Philippines
- Salva Resources Pvt Ltd - India
- Sakthi Sugars Limited - India
- ICICI Bank Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Globalindo Alam Lestari - Indonesia
- Chamber of Mines of South Africa
- Essar Steel Hazira Ltd - India
- Minerals Council of Australia
- Australian Commodity Traders Exchange
- Posco Energy - South Korea
- Bhoruka Overseas - Indonesia
- Mintek Dendrill Indonesia
- GAC Shipping (India) Pvt Ltd
- Singapore Mercantile Exchange
- Vizag Seaport Private Limited - India
- Wood Mackenzie - Singapore
- Price Waterhouse Coopers - Russia
- Dalmia Cement Bharat India
- Orica Mining Services - Indonesia
- Baramulti Group, Indonesia
- The University of Queensland
- Economic Council, Georgia
- Sinarmas Energy and Mining - Indonesia
- Energy Development Corp, Philippines
- Tata Chemicals Ltd - India
- Indian Oil Corporation Limited
- European Bulk Services B.V. - Netherlands
- Aboitiz Power Corporation - Philippines
- Kapuas Tunggal Persada - Indonesia
- Videocon Industries ltd - India
- Anglo American - United Kingdom
- Bukit Makmur.PT - Indonesia
- Sojitz Corporation - Japan
- IEA Clean Coal Centre - UK
- Africa Commodities Group - South Africa
- TNB Fuel Sdn Bhd - Malaysia
- Lanco Infratech Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Bhushan Steel Limited - India
- Petron Corporation, Philippines
- Bangladesh Power Developement Board
- Directorate General of MIneral and Coal - Indonesia
- London Commodity Brokers - England
- Sical Logistics Limited - India
- Orica Australia Pty. Ltd.
- Manunggal Multi Energi - Indonesia
- Kaltim Prima Coal - Indonesia
- Romanian Commodities Exchange
- PetroVietnam Power Coal Import and Supply Company
- Oldendorff Carriers - Singapore
- Agrawal Coal Company - India
- Thai Mozambique Logistica
- OPG Power Generation Pvt Ltd - India
- Coalindo Energy - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Iligan Light & Power Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- Barasentosa Lestari - Indonesia
- Goldman Sachs - Singapore
- Coal and Oil Company - UAE
- Maheswari Brothers Coal Limited - India
|
| |
| |
|
