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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, 31 May 17
MARKET INSIGHT - KONSTANTINOS KAKAVITSAS
In the next episode of the oil market; The market reacts to OPEC’s production cut extension, the US shale oil producers are ruining the carte ...
Tuesday, 30 May 17
MARKET ANALYSIS - GEORGE LAZARIDIS
Despite the fair performance that has been noted in the Chinese economy over the past 5 months, we have started to see an increase in the skepticis ...
Friday, 26 May 17
MOST COAL PLANTS IN THE UNITED STATES WERE BUILT BEFORE 1990 - EIA
Coal-fired electricity generators accounted for 25% of operating electricity generating capacity in the United States and generated about 30% of U. ...
Friday, 26 May 17
U.S WEEKLY COAL OUTPUT ESTIMATE UP 6.3% W/W
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 14.3 million short ton ...
Wednesday, 24 May 17
LR MARKET IT SEEMS THAT EARNINGS ARE STILL UNDER PRESSURE - INTERMODAL
As we are approaching the summer season, the Clean Product market appears poised to become more challenging, either on East or West of Suez.
L ...
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- London Commodity Brokers - England
- Bhatia International Limited - India
- Indonesian Coal Mining Association
- McConnell Dowell - Australia
- Bangladesh Power Developement Board
- Orica Australia Pty. Ltd.
- Malabar Cements Ltd - India
- Globalindo Alam Lestari - Indonesia
- IEA Clean Coal Centre - UK
- Sakthi Sugars Limited - India
- SMC Global Power, Philippines
- Kaltim Prima Coal - Indonesia
- Singapore Mercantile Exchange
- Australian Coal Association
- Dalmia Cement Bharat India
- Bukit Makmur.PT - Indonesia
- CNBM International Corporation - China
- Leighton Contractors Pty Ltd - Australia
- International Coal Ventures Pvt Ltd - India
- Heidelberg Cement - Germany
- Kideco Jaya Agung - Indonesia
- Planning Commission, India
- TeaM Sual Corporation - Philippines
- Indian Energy Exchange, India
- GN Power Mariveles Coal Plant, Philippines
- Latin American Coal - Colombia
- Intertek Mineral Services - Indonesia
- Mercator Lines Limited - India
- Electricity Authority, New Zealand
- Madhucon Powers Ltd - India
- CIMB Investment Bank - Malaysia
- Bukit Asam (Persero) Tbk - Indonesia
- Gujarat Sidhee Cement - India
- Sinarmas Energy and Mining - Indonesia
- Coalindo Energy - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- White Energy Company Limited
- Bayan Resources Tbk. - Indonesia
- Standard Chartered Bank - UAE
- Ceylon Electricity Board - Sri Lanka
- Medco Energi Mining Internasional
- Antam Resourcindo - Indonesia
- Vedanta Resources Plc - India
- Sojitz Corporation - Japan
- Ministry of Transport, Egypt
- Siam City Cement PLC, Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Global Green Power PLC Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Pipit Mutiara Jaya. PT, Indonesia
- ASAPP Information Group - India
- Jaiprakash Power Ventures ltd
- Star Paper Mills Limited - India
- Port Waratah Coal Services - Australia
- IHS Mccloskey Coal Group - USA
- Attock Cement Pakistan Limited
- Rashtriya Ispat Nigam Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Independent Power Producers Association of India
- SMG Consultants - Indonesia
- Posco Energy - South Korea
- Timah Investasi Mineral - Indoneisa
- Central Java Power - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Trasteel International SA, Italy
- Directorate General of MIneral and Coal - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Toyota Tsusho Corporation, Japan
- Sree Jayajothi Cements Limited - India
- Billiton Holdings Pty Ltd - Australia
- Parliament of New Zealand
- PTC India Limited - India
- OPG Power Generation Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- ICICI Bank Limited - India
- Petron Corporation, Philippines
- Romanian Commodities Exchange
- Kohat Cement Company Ltd. - Pakistan
- Sindya Power Generating Company Private Ltd
- Directorate Of Revenue Intelligence - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Simpson Spence & Young - Indonesia
- Wilmar Investment Holdings
- Bharathi Cement Corporation - India
- Lanco Infratech Ltd - India
- GAC Shipping (India) Pvt Ltd
- Edison Trading Spa - Italy
- Merrill Lynch Commodities Europe
- Makarim & Taira - Indonesia
- Indian Oil Corporation Limited
- Bhushan Steel Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Africa Commodities Group - South Africa
- LBH Netherlands Bv - Netherlands
- Bahari Cakrawala Sebuku - Indonesia
- Jindal Steel & Power Ltd - India
- Cement Manufacturers Association - India
- Pendopo Energi Batubara - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ind-Barath Power Infra Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Barasentosa Lestari - Indonesia
- Bulk Trading Sa - Switzerland
- Karaikal Port Pvt Ltd - India
- Orica Mining Services - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Therma Luzon, Inc, Philippines
- Semirara Mining Corp, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Krishnapatnam Port Company Ltd. - India
- Mjunction Services Limited - India
- Siam City Cement - Thailand
- Essar Steel Hazira Ltd - India
- Power Finance Corporation Ltd., India
- Kepco SPC Power Corporation, Philippines
- Indogreen Group - Indonesia
- Rio Tinto Coal - Australia
- Coastal Gujarat Power Limited - India
- Borneo Indobara - Indonesia
- Bukit Baiduri Energy - Indonesia
- Commonwealth Bank - Australia
- Samtan Co., Ltd - South Korea
- Gujarat Electricity Regulatory Commission - India
- TNB Fuel Sdn Bhd - Malaysia
- Electricity Generating Authority of Thailand
- Vizag Seaport Private Limited - India
- Kumho Petrochemical, South Korea
- Georgia Ports Authority, United States
- Tamil Nadu electricity Board
- SN Aboitiz Power Inc, Philippines
- Eastern Energy - Thailand
- Baramulti Group, Indonesia
- Sical Logistics Limited - India
- Ministry of Finance - Indonesia
- Kartika Selabumi Mining - Indonesia
- Oldendorff Carriers - Singapore
- Aboitiz Power Corporation - Philippines
- Price Waterhouse Coopers - Russia
- Coal and Oil Company - UAE
- Karbindo Abesyapradhi - Indoneisa
- Alfred C Toepfer International GmbH - Germany
- Chamber of Mines of South Africa
- Thiess Contractors Indonesia
- Holcim Trading Pte Ltd - Singapore
- PowerSource Philippines DevCo
- Central Electricity Authority - India
- GVK Power & Infra Limited - India
- Iligan Light & Power Inc, Philippines
- Bhoruka Overseas - Indonesia
- India Bulls Power Limited - India
- European Bulk Services B.V. - Netherlands
- Ministry of Mines - Canada
- Petrochimia International Co. Ltd.- Taiwan
- MS Steel International - UAE
- Interocean Group of Companies - India
- Thai Mozambique Logistica
- Jorong Barutama Greston.PT - Indonesia
- Videocon Industries ltd - India
- Metalloyd Limited - United Kingdom
- Altura Mining Limited, Indonesia
- Renaissance Capital - South Africa
- Maheswari Brothers Coal Limited - India
- Binh Thuan Hamico - Vietnam
- Savvy Resources Ltd - HongKong
- Riau Bara Harum - Indonesia
- Larsen & Toubro Limited - India
- Indika Energy - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- GMR Energy Limited - India
- Banpu Public Company Limited - Thailand
- Uttam Galva Steels Limited - India
- Straits Asia Resources Limited - Singapore
- Marubeni Corporation - India
- Carbofer General Trading SA - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Indo Tambangraya Megah - Indonesia
- The Treasury - Australian Government
- Deloitte Consulting - India
- Anglo American - United Kingdom
- Aditya Birla Group - India
- South Luzon Thermal Energy Corporation
- Grasim Industreis Ltd - India
- Tata Chemicals Ltd - India
- New Zealand Coal & Carbon
- Chettinad Cement Corporation Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Global Coal Blending Company Limited - Australia
- Agrawal Coal Company - India
- Economic Council, Georgia
- Australian Commodity Traders Exchange
- Meralco Power Generation, Philippines
- San Jose City I Power Corp, Philippines
- Minerals Council of Australia
- Goldman Sachs - Singapore
- Eastern Coal Council - USA
- Wood Mackenzie - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- Manunggal Multi Energi - Indonesia
- Global Business Power Corporation, Philippines
- PNOC Exploration Corporation - Philippines
- Sarangani Energy Corporation, Philippines
- Ambuja Cements Ltd - India
- Energy Link Ltd, New Zealand
- AsiaOL BioFuels Corp., Philippines
- Cigading International Bulk Terminal - Indonesia
- Energy Development Corp, Philippines
- Formosa Plastics Group - Taiwan
- Xindia Steels Limited - India
- Parry Sugars Refinery, India
- VISA Power Limited - India
- Mercuria Energy - Indonesia
- The University of Queensland
- Mintek Dendrill Indonesia
- Meenaskhi Energy Private Limited - India
- The State Trading Corporation of India Ltd
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