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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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Monday, 14 August 17
IN A PARIS AGREEMENT WORLD, COAL WILL MEET GROWING ASIAN ENERGY NEEDS - BENJAMIN SPORTON
When providing 41% of the world’s electricity, 85% of global cement, 74% of the world’s steel and 60% of the world’s aluminum, co ...
Friday, 11 August 17
KOMIPO INVITES COAL BIDS FOR BORYEONG POWER PLANT
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued an another new tender for total 1,280,000 Metric Tons of Bitumino ...
Friday, 11 August 17
U.S WEEKLY COAL OUTPUT ALMOST FLAT WEEK OVER WEEK, EIA SAYS
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 16.1 million short tonn ...
Thursday, 10 August 17
GLOBAL COAL PRODUCTION FELL SIGNIFICANTLY IN 2016 - IEA
COALspot.com: Global coal production fell significantly in 2016, while global trade in natural gas was up. These are two of the key messages in Wor ...
Thursday, 10 August 17
ANOTHER ACTIVE WEEK FOR THE PANAMAXES WITH INCREASING RATES IN BOTH HEMISPHERES - FEARNLEYS
Supramax
Both basins have remained fairly flat, could say slightly to the negative. A quiet start of the week in the Pacific with holidays in Sin ...
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Showing 1971 to 1975 news of total 6871 |
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- Oldendorff Carriers - Singapore
- Trasteel International SA, Italy
- Salva Resources Pvt Ltd - India
- Mintek Dendrill Indonesia
- Toyota Tsusho Corporation, Japan
- Madhucon Powers Ltd - India
- European Bulk Services B.V. - Netherlands
- CNBM International Corporation - China
- Indogreen Group - Indonesia
- Ministry of Finance - Indonesia
- Global Green Power PLC Corporation, Philippines
- Economic Council, Georgia
- Asmin Koalindo Tuhup - Indonesia
- Kaltim Prima Coal - Indonesia
- Globalindo Alam Lestari - Indonesia
- Baramulti Group, Indonesia
- Alfred C Toepfer International GmbH - Germany
- Vedanta Resources Plc - India
- London Commodity Brokers - England
- Minerals Council of Australia
- Global Coal Blending Company Limited - Australia
- Kumho Petrochemical, South Korea
- Standard Chartered Bank - UAE
- Ceylon Electricity Board - Sri Lanka
- Tata Chemicals Ltd - India
- Bayan Resources Tbk. - Indonesia
- PNOC Exploration Corporation - Philippines
- Mjunction Services Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- ASAPP Information Group - India
- Binh Thuan Hamico - Vietnam
- The Treasury - Australian Government
- Planning Commission, India
- Kartika Selabumi Mining - Indonesia
- Sarangani Energy Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Central Electricity Authority - India
- Formosa Plastics Group - Taiwan
- Heidelberg Cement - Germany
- Romanian Commodities Exchange
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Star Paper Mills Limited - India
- Billiton Holdings Pty Ltd - Australia
- Goldman Sachs - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Electricity Authority, New Zealand
- Bahari Cakrawala Sebuku - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Energy Link Ltd, New Zealand
- Posco Energy - South Korea
- Global Business Power Corporation, Philippines
- Gujarat Sidhee Cement - India
- Bangladesh Power Developement Board
- Petrochimia International Co. Ltd.- Taiwan
- Commonwealth Bank - Australia
- Carbofer General Trading SA - India
- Bulk Trading Sa - Switzerland
- Larsen & Toubro Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- AsiaOL BioFuels Corp., Philippines
- Samtan Co., Ltd - South Korea
- Singapore Mercantile Exchange
- Jorong Barutama Greston.PT - Indonesia
- Makarim & Taira - Indonesia
- Videocon Industries ltd - India
- GMR Energy Limited - India
- Thiess Contractors Indonesia
- Riau Bara Harum - Indonesia
- IEA Clean Coal Centre - UK
- LBH Netherlands Bv - Netherlands
- Directorate General of MIneral and Coal - Indonesia
- Altura Mining Limited, Indonesia
- SN Aboitiz Power Inc, Philippines
- Sinarmas Energy and Mining - Indonesia
- Miang Besar Coal Terminal - Indonesia
- White Energy Company Limited
- Semirara Mining Corp, Philippines
- Uttam Galva Steels Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Sical Logistics Limited - India
- Sakthi Sugars Limited - India
- VISA Power Limited - India
- SMG Consultants - Indonesia
- Lanco Infratech Ltd - India
- Meralco Power Generation, Philippines
- Indian Oil Corporation Limited
- Bukit Baiduri Energy - Indonesia
- Bukit Makmur.PT - Indonesia
- MS Steel International - UAE
- Attock Cement Pakistan Limited
- Renaissance Capital - South Africa
- Intertek Mineral Services - Indonesia
- Kepco SPC Power Corporation, Philippines
- Bhoruka Overseas - Indonesia
- Mercuria Energy - Indonesia
- Rio Tinto Coal - Australia
- Port Waratah Coal Services - Australia
- Orica Australia Pty. Ltd.
- Sojitz Corporation - Japan
- Kideco Jaya Agung - Indonesia
- Deloitte Consulting - India
- Bhushan Steel Limited - India
- Siam City Cement - Thailand
- Ministry of Mines - Canada
- Bank of Tokyo Mitsubishi UFJ Ltd
- SMC Global Power, Philippines
- Interocean Group of Companies - India
- India Bulls Power Limited - India
- Simpson Spence & Young - Indonesia
- Savvy Resources Ltd - HongKong
- Agrawal Coal Company - India
- Karaikal Port Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Coastal Gujarat Power Limited - India
- Essar Steel Hazira Ltd - India
- Independent Power Producers Association of India
- Banpu Public Company Limited - Thailand
- Merrill Lynch Commodities Europe
- Indo Tambangraya Megah - Indonesia
- Electricity Generating Authority of Thailand
- Marubeni Corporation - India
- Petron Corporation, Philippines
- Mercator Lines Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Ind-Barath Power Infra Limited - India
- Bhatia International Limited - India
- Krishnapatnam Port Company Ltd. - India
- New Zealand Coal & Carbon
- Latin American Coal - Colombia
- Indika Energy - Indonesia
- McConnell Dowell - Australia
- Timah Investasi Mineral - Indoneisa
- Antam Resourcindo - Indonesia
- Cement Manufacturers Association - India
- Jindal Steel & Power Ltd - India
- The University of Queensland
- Directorate Of Revenue Intelligence - India
- Wood Mackenzie - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Meenaskhi Energy Private Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- PetroVietnam Power Coal Import and Supply Company
- Ambuja Cements Ltd - India
- GVK Power & Infra Limited - India
- OPG Power Generation Pvt Ltd - India
- The State Trading Corporation of India Ltd
- Orica Mining Services - Indonesia
- Therma Luzon, Inc, Philippines
- TeaM Sual Corporation - Philippines
- GAC Shipping (India) Pvt Ltd
- Indian Energy Exchange, India
- Vijayanagar Sugar Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Semirara Mining and Power Corporation, Philippines
- Indonesian Coal Mining Association
- Chettinad Cement Corporation Ltd - India
- Power Finance Corporation Ltd., India
- Pendopo Energi Batubara - Indonesia
- Georgia Ports Authority, United States
- Karbindo Abesyapradhi - Indoneisa
- Iligan Light & Power Inc, Philippines
- Sree Jayajothi Cements Limited - India
- Coal and Oil Company - UAE
- Aboitiz Power Corporation - Philippines
- Maharashtra Electricity Regulatory Commission - India
- Aditya Birla Group - India
- Parliament of New Zealand
- Energy Development Corp, Philippines
- Straits Asia Resources Limited - Singapore
- Jaiprakash Power Ventures ltd
- Siam City Cement PLC, Thailand
- Medco Energi Mining Internasional
- Central Java Power - Indonesia
- IHS Mccloskey Coal Group - USA
- Kobexindo Tractors - Indoneisa
- Kalimantan Lumbung Energi - Indonesia
- Tamil Nadu electricity Board
- Borneo Indobara - Indonesia
- Bharathi Cement Corporation - India
- Cigading International Bulk Terminal - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ministry of Transport, Egypt
- Grasim Industreis Ltd - India
- PowerSource Philippines DevCo
- International Coal Ventures Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Parry Sugars Refinery, India
- Metalloyd Limited - United Kingdom
- Anglo American - United Kingdom
- Rashtriya Ispat Nigam Limited - India
- Maheswari Brothers Coal Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Dalmia Cement Bharat India
- Thai Mozambique Logistica
- Eastern Coal Council - USA
- Australian Commodity Traders Exchange
- Manunggal Multi Energi - Indonesia
- Australian Coal Association
- Eastern Energy - Thailand
- Edison Trading Spa - Italy
- CIMB Investment Bank - Malaysia
- San Jose City I Power Corp, Philippines
- Xindia Steels Limited - India
- Kapuas Tunggal Persada - Indonesia
- Barasentosa Lestari - Indonesia
- Chamber of Mines of South Africa
- Sindya Power Generating Company Private Ltd
- ICICI Bank Limited - India
- Coalindo Energy - Indonesia
- Wilmar Investment Holdings
- Africa Commodities Group - South Africa
- PTC India Limited - India
- South Luzon Thermal Energy Corporation
- Malabar Cements Ltd - India
- Vizag Seaport Private Limited - India
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