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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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Sunday, 21 August 22
COAL-RICH POLAND FACES WINTER OF ENERGY DISCONTENT - DW
Poland uses 10 million tons of coal a year to heat households — a whopping 87% of all coal consumed in EU homes in 2019, according to the War ...
Saturday, 20 August 22
KOSPO TO IMPORT 240000 MT OF MIN 4400 KCAL/KG NCV STEAM COAL FOR OCTOBER;LOADING FROM RUSSIAN PORTS NOT ALLOWED
COALspot.com: Korea Southern Power Co., Ltd. (KOSPO) has issued an International tender for 240,000 MT of min 4,400kcal/kg to max. 4,999 kcal/kg NC ...
Wednesday, 17 August 22
INDIAN COMPANIES SWAPPING DOLLAR FOR ASIAN CURRENCIES TO BUY RUSSIAN COAL - REUTERS
Indian companies are using Asian currencies more often to pay for Russian coal imports, according to customs documents and industry sources, avoidi ...
Wednesday, 17 August 22
LNG: MAJOR INVESTMENT AND EXPANSION PHASE, DOUBLING OF LIQUEFACTION CAPACITY BY 2028 PROJECTED - CLARKSONS
Clarksons Research have released the latest version of their long standing annual review, LNG Trade & Transport, on to Shipping Intelligence Ne ...
Wednesday, 17 August 22
UNAFFORDABLE LNG PRICES UNDERMINE RAPID DEMAND GROWTH FORECASTS IN KEY ASIAN MARKETS - IEEFA
Sustained high prices may accelerate downward pressures on Asian LNG demand, clouding long-term industry outlooks
The global liquefi ...
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- Directorate General of MIneral and Coal - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Eastern Energy - Thailand
- Videocon Industries ltd - India
- Holcim Trading Pte Ltd - Singapore
- Merrill Lynch Commodities Europe
- Savvy Resources Ltd - HongKong
- Jorong Barutama Greston.PT - Indonesia
- Bukit Baiduri Energy - Indonesia
- Ind-Barath Power Infra Limited - India
- Kepco SPC Power Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Energy Development Corp, Philippines
- Aditya Birla Group - India
- International Coal Ventures Pvt Ltd - India
- Borneo Indobara - Indonesia
- Mintek Dendrill Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Pendopo Energi Batubara - Indonesia
- SMC Global Power, Philippines
- Globalindo Alam Lestari - Indonesia
- Indogreen Group - Indonesia
- Jaiprakash Power Ventures ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- Directorate Of Revenue Intelligence - India
- Carbofer General Trading SA - India
- Bharathi Cement Corporation - India
- The Treasury - Australian Government
- Parliament of New Zealand
- LBH Netherlands Bv - Netherlands
- Xindia Steels Limited - India
- Interocean Group of Companies - India
- Rio Tinto Coal - Australia
- Thiess Contractors Indonesia
- SMG Consultants - Indonesia
- Indian Oil Corporation Limited
- CNBM International Corporation - China
- Cement Manufacturers Association - India
- Grasim Industreis Ltd - India
- Tamil Nadu electricity Board
- Krishnapatnam Port Company Ltd. - India
- Orica Mining Services - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Gujarat Electricity Regulatory Commission - India
- Salva Resources Pvt Ltd - India
- Meralco Power Generation, Philippines
- Planning Commission, India
- Pipit Mutiara Jaya. PT, Indonesia
- Price Waterhouse Coopers - Russia
- Kumho Petrochemical, South Korea
- Ministry of Mines - Canada
- Neyveli Lignite Corporation Ltd, - India
- Kobexindo Tractors - Indoneisa
- Madhucon Powers Ltd - India
- Ambuja Cements Ltd - India
- Therma Luzon, Inc, Philippines
- Parry Sugars Refinery, India
- Vizag Seaport Private Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Riau Bara Harum - Indonesia
- Sakthi Sugars Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- Lanco Infratech Ltd - India
- Bangladesh Power Developement Board
- Karbindo Abesyapradhi - Indoneisa
- Baramulti Group, Indonesia
- OPG Power Generation Pvt Ltd - India
- VISA Power Limited - India
- SN Aboitiz Power Inc, Philippines
- GMR Energy Limited - India
- White Energy Company Limited
- Makarim & Taira - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Economic Council, Georgia
- Star Paper Mills Limited - India
- GN Power Mariveles Coal Plant, Philippines
- PNOC Exploration Corporation - Philippines
- Barasentosa Lestari - Indonesia
- Electricity Authority, New Zealand
- TNB Fuel Sdn Bhd - Malaysia
- Binh Thuan Hamico - Vietnam
- Miang Besar Coal Terminal - Indonesia
- The University of Queensland
- Sarangani Energy Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Uttam Galva Steels Limited - India
- Australian Commodity Traders Exchange
- Semirara Mining Corp, Philippines
- Indonesian Coal Mining Association
- McConnell Dowell - Australia
- Kartika Selabumi Mining - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Mjunction Services Limited - India
- Power Finance Corporation Ltd., India
- Gujarat Mineral Development Corp Ltd - India
- Bhoruka Overseas - Indonesia
- Meenaskhi Energy Private Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Latin American Coal - Colombia
- Bhushan Steel Limited - India
- MS Steel International - UAE
- ICICI Bank Limited - India
- Electricity Generating Authority of Thailand
- Toyota Tsusho Corporation, Japan
- Bukit Asam (Persero) Tbk - Indonesia
- The State Trading Corporation of India Ltd
- IHS Mccloskey Coal Group - USA
- Goldman Sachs - Singapore
- Attock Cement Pakistan Limited
- Straits Asia Resources Limited - Singapore
- San Jose City I Power Corp, Philippines
- Malabar Cements Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Oldendorff Carriers - Singapore
- Jindal Steel & Power Ltd - India
- Sindya Power Generating Company Private Ltd
- PTC India Limited - India
- Bhatia International Limited - India
- AsiaOL BioFuels Corp., Philippines
- Thai Mozambique Logistica
- Larsen & Toubro Limited - India
- Ministry of Transport, Egypt
- Gujarat Sidhee Cement - India
- Central Electricity Authority - India
- Heidelberg Cement - Germany
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kaltim Prima Coal - Indonesia
- Simpson Spence & Young - Indonesia
- GVK Power & Infra Limited - India
- Vedanta Resources Plc - India
- Karaikal Port Pvt Ltd - India
- Romanian Commodities Exchange
- CIMB Investment Bank - Malaysia
- Independent Power Producers Association of India
- Sree Jayajothi Cements Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Anglo American - United Kingdom
- Australian Coal Association
- Alfred C Toepfer International GmbH - Germany
- Antam Resourcindo - Indonesia
- Indo Tambangraya Megah - Indonesia
- Global Business Power Corporation, Philippines
- Renaissance Capital - South Africa
- Posco Energy - South Korea
- Edison Trading Spa - Italy
- Intertek Mineral Services - Indonesia
- Sinarmas Energy and Mining - Indonesia
- TeaM Sual Corporation - Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Trasteel International SA, Italy
- Rashtriya Ispat Nigam Limited - India
- Metalloyd Limited - United Kingdom
- Deloitte Consulting - India
- ASAPP Information Group - India
- Siam City Cement - Thailand
- Global Coal Blending Company Limited - Australia
- Ministry of Finance - Indonesia
- Georgia Ports Authority, United States
- Central Java Power - Indonesia
- Orica Australia Pty. Ltd.
- Minerals Council of Australia
- Energy Link Ltd, New Zealand
- Chamber of Mines of South Africa
- PowerSource Philippines DevCo
- Wood Mackenzie - Singapore
- Essar Steel Hazira Ltd - India
- Petron Corporation, Philippines
- Coalindo Energy - Indonesia
- Dalmia Cement Bharat India
- European Bulk Services B.V. - Netherlands
- Formosa Plastics Group - Taiwan
- Eastern Coal Council - USA
- Commonwealth Bank - Australia
- Medco Energi Mining Internasional
- Port Waratah Coal Services - Australia
- Africa Commodities Group - South Africa
- Marubeni Corporation - India
- Indian Energy Exchange, India
- India Bulls Power Limited - India
- Manunggal Multi Energi - Indonesia
- Coastal Gujarat Power Limited - India
- Bulk Trading Sa - Switzerland
- Billiton Holdings Pty Ltd - Australia
- Global Green Power PLC Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Bayan Resources Tbk. - Indonesia
- Wilmar Investment Holdings
- Leighton Contractors Pty Ltd - Australia
- Samtan Co., Ltd - South Korea
- Mercator Lines Limited - India
- Sojitz Corporation - Japan
- Siam City Cement PLC, Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Banpu Public Company Limited - Thailand
- South Luzon Thermal Energy Corporation
- Coal and Oil Company - UAE
- New Zealand Coal & Carbon
- Singapore Mercantile Exchange
- Mercuria Energy - Indonesia
- Indika Energy - Indonesia
- Bukit Makmur.PT - Indonesia
- Agrawal Coal Company - India
- Aboitiz Power Corporation - Philippines
- Tata Chemicals Ltd - India
- London Commodity Brokers - England
- Maheswari Brothers Coal Limited - India
- GAC Shipping (India) Pvt Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sical Logistics Limited - India
- Chettinad Cement Corporation Ltd - India
- Altura Mining Limited, Indonesia
- Standard Chartered Bank - UAE
- Kideco Jaya Agung - Indonesia
- IEA Clean Coal Centre - UK
- Asmin Koalindo Tuhup - Indonesia
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