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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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Wednesday, 14 June 17
HANDYSIZES AND PANAMAXES ENJOY THE TIGHTEST SUPPLY - PANOS TSILINGIRIS
The dry and the tanker shipping segments have dissimilar exposure to supply-driven opportunity (or risk). While the vintage (i.e., over 15 years ol ...
Tuesday, 13 June 17
THE TANKER FREIGHT MARKET IS STILL UNDER PRESSURE - GEORGE LAZARIDIS
News of U.S. inventory decline has hit the market by surprise with prices of the commodity showing some quick revival as OPEC continues to push wit ...
Monday, 12 June 17
THE BALTIC DRY INDEX TOOK A POSITIVE STEP
COALspot.com: The Freight market incline this past week compared to the previous week, as BDI, Cape and Panamax indexes show a positive trend week ...
Friday, 09 June 17
U.S WEEKLY COAL OUTPUT WAS FLAT WEEK OVER WEEK - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15 million short tonnes ...
Wednesday, 07 June 17
INDO HBA INDEX SEE LARGEST DROP SINCE FEBRUARY 2017
COALspot.com: Indonesian coal benchmark price decline 9.96% in June, government data showed.
The benchmark price of Indonesian thermal coal de ...
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- Indonesian Coal Mining Association
- Sakthi Sugars Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- The Treasury - Australian Government
- Planning Commission, India
- Makarim & Taira - Indonesia
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- GMR Energy Limited - India
- Ministry of Transport, Egypt
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- Semirara Mining Corp, Philippines
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- Global Coal Blending Company Limited - Australia
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- Indian Energy Exchange, India
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- IEA Clean Coal Centre - UK
- White Energy Company Limited
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- Bayan Resources Tbk. - Indonesia
- Toyota Tsusho Corporation, Japan
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- Vizag Seaport Private Limited - India
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- Altura Mining Limited, Indonesia
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- Thiess Contractors Indonesia
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- Electricity Authority, New Zealand
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- VISA Power Limited - India
- AsiaOL BioFuels Corp., Philippines
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- Attock Cement Pakistan Limited
- India Bulls Power Limited - India
- Independent Power Producers Association of India
- Jaiprakash Power Ventures ltd
- Central Electricity Authority - India
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- Indian Oil Corporation Limited
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- Romanian Commodities Exchange
- Bukit Makmur.PT - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- London Commodity Brokers - England
- Bharathi Cement Corporation - India
- Salva Resources Pvt Ltd - India
- Marubeni Corporation - India
- Cigading International Bulk Terminal - Indonesia
- Larsen & Toubro Limited - India
- Neyveli Lignite Corporation Ltd, - India
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- Australian Coal Association
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- Alfred C Toepfer International GmbH - Germany
- Directorate General of MIneral and Coal - Indonesia
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- Petron Corporation, Philippines
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- Port Waratah Coal Services - Australia
- Orica Mining Services - Indonesia
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- Therma Luzon, Inc, Philippines
- Heidelberg Cement - Germany
- Asmin Koalindo Tuhup - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Wood Mackenzie - Singapore
- Merrill Lynch Commodities Europe
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- Petrochimia International Co. Ltd.- Taiwan
- Wilmar Investment Holdings
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Sree Jayajothi Cements Limited - India
- Rio Tinto Coal - Australia
- Bulk Trading Sa - Switzerland
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- Electricity Generating Authority of Thailand
- Medco Energi Mining Internasional
- Dalmia Cement Bharat India
- Kohat Cement Company Ltd. - Pakistan
- Renaissance Capital - South Africa
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- Bangladesh Power Developement Board
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- Parry Sugars Refinery, India
- Bhatia International Limited - India
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- Simpson Spence & Young - Indonesia
- Minerals Council of Australia
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- Parliament of New Zealand
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- Power Finance Corporation Ltd., India
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- International Coal Ventures Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- Ambuja Cements Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Mercuria Energy - Indonesia
- PNOC Exploration Corporation - Philippines
- Gujarat Mineral Development Corp Ltd - India
- Videocon Industries ltd - India
- The State Trading Corporation of India Ltd
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Krishnapatnam Port Company Ltd. - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ministry of Mines - Canada
- PetroVietnam Power Coal Import and Supply Company
- Meralco Power Generation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Trasteel International SA, Italy
- Iligan Light & Power Inc, Philippines
- The University of Queensland
- CNBM International Corporation - China
- Coal and Oil Company - UAE
- Miang Besar Coal Terminal - Indonesia
- Standard Chartered Bank - UAE
- Economic Council, Georgia
- Directorate Of Revenue Intelligence - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- SMG Consultants - Indonesia
- Chamber of Mines of South Africa
- Kalimantan Lumbung Energi - Indonesia
- Australian Commodity Traders Exchange
- Kepco SPC Power Corporation, Philippines
- GVK Power & Infra Limited - India
- Global Green Power PLC Corporation, Philippines
- Georgia Ports Authority, United States
- Semirara Mining and Power Corporation, Philippines
- PTC India Limited - India
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- Edison Trading Spa - Italy
- Uttam Galva Steels Limited - India
- Vedanta Resources Plc - India
- Tamil Nadu electricity Board
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- PowerSource Philippines DevCo
- San Jose City I Power Corp, Philippines
- SMC Global Power, Philippines
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- Rashtriya Ispat Nigam Limited - India
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- Sical Logistics Limited - India
- McConnell Dowell - Australia
- New Zealand Coal & Carbon
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- Kumho Petrochemical, South Korea
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