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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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Friday, 02 September 22
INDONESIA COAL PRICE REFERENCE SLIPS SLIGHTLY IN SEPTEMBER 2022
COALspot.com: Indonesian Coal Price Reference for September delivery drops 0.74 per cent month on month.
The Indonesian Coal Price R ...
Friday, 02 September 22
ABM INVESTAMA BUYS 30% GEMS SHARES FOR US$ 420 MILLION
PT ABM Investama Tbk through its indirect subsidiary, bought a 30% stake in the PT Golden Energy Mines Tbk for US$ 420 million or around Rp 6.2 tri ...
Wednesday, 31 August 22
MARKET INSIGHT - INTERMODAL
Scorching temperatures and extremely dry conditions during the Northern hemisphere summer have been drying crops. Yield prospects have subsided in ...
Tuesday, 23 August 22
HIGH COAL PRICES COULD BOOST INDONESIA'S ENERGY TRANSITION - IEEFA
Global coal prices have reached an all-time high as countries stop purchasing Russian coal amidst the Russia-Ukraine conflict. Indonesian coal comp ...
Tuesday, 23 August 22
A COMBINED US$6.8-BILLION CASH BALANCE OF INDONESIAN COAL COMPANIES COULD PROVIDE FOR TIMELY INVESTMENTS IN GREEN TRANSITION - IEEFA
A combined US$6.8-billion cash balance of Indonesian coal companies could provide for timely investments in green transition
The opp ...
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- Lanco Infratech Ltd - India
- Riau Bara Harum - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Indian Oil Corporation Limited
- Chamber of Mines of South Africa
- Rashtriya Ispat Nigam Limited - India
- The University of Queensland
- Power Finance Corporation Ltd., India
- Simpson Spence & Young - Indonesia
- Uttam Galva Steels Limited - India
- Aboitiz Power Corporation - Philippines
- Neyveli Lignite Corporation Ltd, - India
- Krishnapatnam Port Company Ltd. - India
- Parliament of New Zealand
- CIMB Investment Bank - Malaysia
- Oldendorff Carriers - Singapore
- Madhucon Powers Ltd - India
- Kepco SPC Power Corporation, Philippines
- Global Business Power Corporation, Philippines
- CNBM International Corporation - China
- GMR Energy Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Timah Investasi Mineral - Indoneisa
- San Jose City I Power Corp, Philippines
- Sree Jayajothi Cements Limited - India
- Tamil Nadu electricity Board
- TeaM Sual Corporation - Philippines
- Bharathi Cement Corporation - India
- Coastal Gujarat Power Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Energy Link Ltd, New Zealand
- PowerSource Philippines DevCo
- Jorong Barutama Greston.PT - Indonesia
- Gujarat Sidhee Cement - India
- Australian Commodity Traders Exchange
- IEA Clean Coal Centre - UK
- New Zealand Coal & Carbon
- Chettinad Cement Corporation Ltd - India
- Cement Manufacturers Association - India
- Therma Luzon, Inc, Philippines
- Ministry of Finance - Indonesia
- Bayan Resources Tbk. - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- MS Steel International - UAE
- Planning Commission, India
- Bahari Cakrawala Sebuku - Indonesia
- Sical Logistics Limited - India
- Bangladesh Power Developement Board
- Miang Besar Coal Terminal - Indonesia
- India Bulls Power Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Jindal Steel & Power Ltd - India
- Singapore Mercantile Exchange
- Anglo American - United Kingdom
- Bhatia International Limited - India
- Malabar Cements Ltd - India
- International Coal Ventures Pvt Ltd - India
- Thai Mozambique Logistica
- Gujarat Electricity Regulatory Commission - India
- Electricity Generating Authority of Thailand
- Star Paper Mills Limited - India
- Samtan Co., Ltd - South Korea
- ASAPP Information Group - India
- White Energy Company Limited
- Global Coal Blending Company Limited - Australia
- Formosa Plastics Group - Taiwan
- Parry Sugars Refinery, India
- IHS Mccloskey Coal Group - USA
- Orica Australia Pty. Ltd.
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Coalindo Energy - Indonesia
- SN Aboitiz Power Inc, Philippines
- Siam City Cement - Thailand
- Metalloyd Limited - United Kingdom
- London Commodity Brokers - England
- Wilmar Investment Holdings
- Globalindo Alam Lestari - Indonesia
- Mercator Lines Limited - India
- McConnell Dowell - Australia
- Semirara Mining Corp, Philippines
- Indo Tambangraya Megah - Indonesia
- Deloitte Consulting - India
- Ceylon Electricity Board - Sri Lanka
- Asmin Koalindo Tuhup - Indonesia
- Indonesian Coal Mining Association
- Romanian Commodities Exchange
- Mintek Dendrill Indonesia
- Holcim Trading Pte Ltd - Singapore
- Sinarmas Energy and Mining - Indonesia
- Kumho Petrochemical, South Korea
- LBH Netherlands Bv - Netherlands
- Ind-Barath Power Infra Limited - India
- Straits Asia Resources Limited - Singapore
- Tata Chemicals Ltd - India
- Grasim Industreis Ltd - India
- Meenaskhi Energy Private Limited - India
- Independent Power Producers Association of India
- Bukit Baiduri Energy - Indonesia
- Larsen & Toubro Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Baramulti Group, Indonesia
- Thiess Contractors Indonesia
- AsiaOL BioFuels Corp., Philippines
- Central Electricity Authority - India
- Coal and Oil Company - UAE
- Siam City Cement PLC, Thailand
- Carbofer General Trading SA - India
- Banpu Public Company Limited - Thailand
- South Luzon Thermal Energy Corporation
- Minerals Council of Australia
- OPG Power Generation Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Posco Energy - South Korea
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Mercuria Energy - Indonesia
- Binh Thuan Hamico - Vietnam
- Orica Mining Services - Indonesia
- SMG Consultants - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- ICICI Bank Limited - India
- Marubeni Corporation - India
- Karaikal Port Pvt Ltd - India
- Merrill Lynch Commodities Europe
- Essar Steel Hazira Ltd - India
- Commonwealth Bank - Australia
- PNOC Exploration Corporation - Philippines
- Ambuja Cements Ltd - India
- Indian Energy Exchange, India
- Ministry of Mines - Canada
- Ministry of Transport, Egypt
- Trasteel International SA, Italy
- Indika Energy - Indonesia
- Vizag Seaport Private Limited - India
- Vedanta Resources Plc - India
- Toyota Tsusho Corporation, Japan
- Kohat Cement Company Ltd. - Pakistan
- Semirara Mining and Power Corporation, Philippines
- Jaiprakash Power Ventures ltd
- Standard Chartered Bank - UAE
- Sojitz Corporation - Japan
- Africa Commodities Group - South Africa
- Kideco Jaya Agung - Indonesia
- Renaissance Capital - South Africa
- PetroVietnam Power Coal Import and Supply Company
- Price Waterhouse Coopers - Russia
- Central Java Power - Indonesia
- Georgia Ports Authority, United States
- Bhushan Steel Limited - India
- Kapuas Tunggal Persada - Indonesia
- Economic Council, Georgia
- Heidelberg Cement - Germany
- Eastern Coal Council - USA
- Savvy Resources Ltd - HongKong
- Kobexindo Tractors - Indoneisa
- Manunggal Multi Energi - Indonesia
- Agrawal Coal Company - India
- European Bulk Services B.V. - Netherlands
- Kalimantan Lumbung Energi - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Karbindo Abesyapradhi - Indoneisa
- Goldman Sachs - Singapore
- GAC Shipping (India) Pvt Ltd
- Dalmia Cement Bharat India
- Wood Mackenzie - Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- PTC India Limited - India
- Salva Resources Pvt Ltd - India
- Indogreen Group - Indonesia
- The State Trading Corporation of India Ltd
- Electricity Authority, New Zealand
- Alfred C Toepfer International GmbH - Germany
- Iligan Light & Power Inc, Philippines
- Medco Energi Mining Internasional
- Interocean Group of Companies - India
- Pendopo Energi Batubara - Indonesia
- Eastern Energy - Thailand
- Makarim & Taira - Indonesia
- Global Green Power PLC Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Directorate Of Revenue Intelligence - India
- Intertek Mineral Services - Indonesia
- Antam Resourcindo - Indonesia
- Sindya Power Generating Company Private Ltd
- Sakthi Sugars Limited - India
- Aditya Birla Group - India
- Attock Cement Pakistan Limited
- SMC Global Power, Philippines
- VISA Power Limited - India
- Edison Trading Spa - Italy
- Port Waratah Coal Services - Australia
- Bhoruka Overseas - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Altura Mining Limited, Indonesia
- The Treasury - Australian Government
- Maheswari Brothers Coal Limited - India
- Cigading International Bulk Terminal - Indonesia
- Bukit Makmur.PT - Indonesia
- Mjunction Services Limited - India
- Barasentosa Lestari - Indonesia
- Energy Development Corp, Philippines
- Videocon Industries ltd - India
- Petron Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Meralco Power Generation, Philippines
- Rio Tinto Coal - Australia
- Borneo Indobara - Indonesia
- Latin American Coal - Colombia
- Sarangani Energy Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- GVK Power & Infra Limited - India
- Kartika Selabumi Mining - Indonesia
- Bulk Trading Sa - Switzerland
- Xindia Steels Limited - India
- Australian Coal Association
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