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.
|
|
Wednesday, 26 July 17
SHIPPIPNG MARKET INSIGHT - KONSTANTINOS KONTOMICHIS
After an admittedly challenging 2016, the Dry Bulk market kicked off this year on a much more positive note, with all indices steadily increasing u ...
Monday, 24 July 17
THE FREIGHT MARKET ROSE THIS PAST WEEK COMPARED TO THE PREVIOUS WEEK
COALspot.com: The Freight market rose this past week compared to the previous week, as BDI and Cape indexes show a positive trend week over week.
...
Friday, 21 July 17
ESTIMATED WEEKLY U.S. COAL PRODUCTION TOTALED APPROXIMATELY 15.3 MMST; UP 13.5% W/W
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15.3 million short tonn ...
Thursday, 20 July 17
SUPRAMAX: INDO COAL ROUNDS ARE TRADING AROUND MID/HIGH $11K WITH SINGAPORE DELIVERY - FEARNLEYS
Supramax
A positive week again in the Pacific with rates moving upwards.
According to Fearnleys Weekly Dry bulk report, Nopac rounds are pay ...
Wednesday, 19 July 17
SHIPPING MARKET INSIGHT - NASSOS SOULAKIS
Referring back to a previous Intermodal insight that was written in the first quarter of 2017, the author at the time had claimed that MR tanker ra ...
|
|
|
Showing 1996 to 2000 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Africa Commodities Group - South Africa
- Marubeni Corporation - India
- Sinarmas Energy and Mining - Indonesia
- The State Trading Corporation of India Ltd
- Minerals Council of Australia
- Indian Energy Exchange, India
- Simpson Spence & Young - Indonesia
- Medco Energi Mining Internasional
- PNOC Exploration Corporation - Philippines
- Coastal Gujarat Power Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Karaikal Port Pvt Ltd - India
- Energy Development Corp, Philippines
- Sarangani Energy Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Electricity Generating Authority of Thailand
- Attock Cement Pakistan Limited
- Offshore Bulk Terminal Pte Ltd, Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Global Green Power PLC Corporation, Philippines
- Cement Manufacturers Association - India
- Standard Chartered Bank - UAE
- Bharathi Cement Corporation - India
- The Treasury - Australian Government
- Banpu Public Company Limited - Thailand
- Kobexindo Tractors - Indoneisa
- Alfred C Toepfer International GmbH - Germany
- Metalloyd Limited - United Kingdom
- Madhucon Powers Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Sical Logistics Limited - India
- Orica Australia Pty. Ltd.
- Altura Mining Limited, Indonesia
- IHS Mccloskey Coal Group - USA
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kalimantan Lumbung Energi - Indonesia
- IEA Clean Coal Centre - UK
- Binh Thuan Hamico - Vietnam
- Global Business Power Corporation, Philippines
- Sakthi Sugars Limited - India
- Directorate General of MIneral and Coal - Indonesia
- McConnell Dowell - Australia
- Therma Luzon, Inc, Philippines
- TeaM Sual Corporation - Philippines
- Siam City Cement PLC, Thailand
- Ministry of Finance - Indonesia
- Global Coal Blending Company Limited - Australia
- Maheswari Brothers Coal Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indonesian Coal Mining Association
- Merrill Lynch Commodities Europe
- India Bulls Power Limited - India
- Bukit Baiduri Energy - Indonesia
- Bayan Resources Tbk. - Indonesia
- Vedanta Resources Plc - India
- White Energy Company Limited
- The University of Queensland
- Economic Council, Georgia
- Kartika Selabumi Mining - Indonesia
- Larsen & Toubro Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- GVK Power & Infra Limited - India
- Parry Sugars Refinery, India
- ASAPP Information Group - India
- Semirara Mining and Power Corporation, Philippines
- Edison Trading Spa - Italy
- Bangladesh Power Developement Board
- PowerSource Philippines DevCo
- OPG Power Generation Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Semirara Mining Corp, Philippines
- Iligan Light & Power Inc, Philippines
- Goldman Sachs - Singapore
- Coalindo Energy - Indonesia
- Mintek Dendrill Indonesia
- Xindia Steels Limited - India
- Thiess Contractors Indonesia
- Thai Mozambique Logistica
- Eastern Energy - Thailand
- Port Waratah Coal Services - Australia
- Intertek Mineral Services - Indonesia
- Pendopo Energi Batubara - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Grasim Industreis Ltd - India
- CNBM International Corporation - China
- Riau Bara Harum - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Salva Resources Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Toyota Tsusho Corporation, Japan
- ICICI Bank Limited - India
- GN Power Mariveles Coal Plant, Philippines
- London Commodity Brokers - England
- Tata Chemicals Ltd - India
- Aditya Birla Group - India
- Ambuja Cements Ltd - India
- Meralco Power Generation, Philippines
- Singapore Mercantile Exchange
- Sindya Power Generating Company Private Ltd
- Star Paper Mills Limited - India
- Holcim Trading Pte Ltd - Singapore
- Bhoruka Overseas - Indonesia
- Indo Tambangraya Megah - Indonesia
- Lanco Infratech Ltd - India
- Wilmar Investment Holdings
- CIMB Investment Bank - Malaysia
- Bhushan Steel Limited - India
- Heidelberg Cement - Germany
- Gujarat Electricity Regulatory Commission - India
- MS Steel International - UAE
- Central Electricity Authority - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Eastern Coal Council - USA
- Coal and Oil Company - UAE
- PetroVietnam Power Coal Import and Supply Company
- Oldendorff Carriers - Singapore
- Central Java Power - Indonesia
- Kideco Jaya Agung - Indonesia
- Borneo Indobara - Indonesia
- Orica Mining Services - Indonesia
- Makarim & Taira - Indonesia
- Independent Power Producers Association of India
- Latin American Coal - Colombia
- Globalindo Alam Lestari - Indonesia
- VISA Power Limited - India
- Kepco SPC Power Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Power Finance Corporation Ltd., India
- Petron Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Gujarat Sidhee Cement - India
- Chamber of Mines of South Africa
- Mercator Lines Limited - India
- Romanian Commodities Exchange
- Sree Jayajothi Cements Limited - India
- Rio Tinto Coal - Australia
- Bukit Makmur.PT - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Anglo American - United Kingdom
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Directorate Of Revenue Intelligence - India
- International Coal Ventures Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- South Luzon Thermal Energy Corporation
- Videocon Industries ltd - India
- Sojitz Corporation - Japan
- San Jose City I Power Corp, Philippines
- Agrawal Coal Company - India
- Bulk Trading Sa - Switzerland
- Essar Steel Hazira Ltd - India
- Barasentosa Lestari - Indonesia
- Vizag Seaport Private Limited - India
- Kumho Petrochemical, South Korea
- Samtan Co., Ltd - South Korea
- Wood Mackenzie - Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Jaiprakash Power Ventures ltd
- Antam Resourcindo - Indonesia
- Energy Link Ltd, New Zealand
- GMR Energy Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Ceylon Electricity Board - Sri Lanka
- Indian Oil Corporation Limited
- Rashtriya Ispat Nigam Limited - India
- SMG Consultants - Indonesia
- Carbofer General Trading SA - India
- TNB Fuel Sdn Bhd - Malaysia
- SN Aboitiz Power Inc, Philippines
- Timah Investasi Mineral - Indoneisa
- Formosa Plastics Group - Taiwan
- Billiton Holdings Pty Ltd - Australia
- Neyveli Lignite Corporation Ltd, - India
- Krishnapatnam Port Company Ltd. - India
- Electricity Authority, New Zealand
- New Zealand Coal & Carbon
- Mercuria Energy - Indonesia
- Ministry of Transport, Egypt
- Price Waterhouse Coopers - Russia
- Renaissance Capital - South Africa
- Parliament of New Zealand
- Meenaskhi Energy Private Limited - India
- Dalmia Cement Bharat India
- Planning Commission, India
- Georgia Ports Authority, United States
- Chettinad Cement Corporation Ltd - India
- Interocean Group of Companies - India
- Commonwealth Bank - Australia
- PTC India Limited - India
- SMC Global Power, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Baramulti Group, Indonesia
- Miang Besar Coal Terminal - Indonesia
- Uttam Galva Steels Limited - India
- Mjunction Services Limited - India
- Posco Energy - South Korea
- Siam City Cement - Thailand
- AsiaOL BioFuels Corp., Philippines
- Australian Coal Association
- European Bulk Services B.V. - Netherlands
- Ministry of Mines - Canada
- Manunggal Multi Energi - Indonesia
- Deloitte Consulting - India
- Bhatia International Limited - India
- Indika Energy - Indonesia
- Tamil Nadu electricity Board
- Gujarat Mineral Development Corp Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Malabar Cements Ltd - India
- Jindal Steel & Power Ltd - India
- Indogreen Group - Indonesia
- Australian Commodity Traders Exchange
- Trasteel International SA, Italy
- LBH Netherlands Bv - Netherlands
- Kaltim Prima Coal - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Straits Asia Resources Limited - Singapore
|
| |
| |
|
