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.
|
|
Tuesday, 19 July 22
SEEING RED? - WOOD MACKENZIE
What a Republican mid-term victory could mean for US energy and climate policy
According to current polling the Republican Party has ...
Thursday, 14 July 22
INDIA'S COAL IMPORTS HIT RECORD HIGH IN JUNE - REUTERS
India's coal imports hit a record high in June despite high global prices, data from three trade sources and Refinitiv ship tracking showed, as ...
Thursday, 14 July 22
CHINA'S JUNE COAL IMPORTS SLUMP AS TRADERS SHUN EXPENSIVE OVERSEAS CARGOES - REUTERS
China’s coal imports fell 33% in June from a year ago, with traders turning down expensive overseas cargoes in favor of domestic ones with ca ...
Wednesday, 13 July 22
KOWEPO TO IMPORT 2.79 MILLION TONS OF LOW TO MEDIUM COAL
COALspot.com: Korea Western Power Co., Ltd. (KOWEPO) has issued an International tender for Total 1360k MT of Min.4400 kcal/kg NCV coal and Total 1 ...
Wednesday, 13 July 22
HAVE MINERS MISSED THE BOAT TO INVEST AND GET AHEAD OF THE ENERGY TRANSITION? - WOOD MACKENZIE
Miners are in rude health, benefiting from economic stimuli, the post-pandemic recovery and associated supply constraints. Initially the Ukraine wa ...
|
|
|
Showing 291 to 295 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Australian Commodity Traders Exchange
- Karbindo Abesyapradhi - Indoneisa
- Bhoruka Overseas - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Singapore Mercantile Exchange
- VISA Power Limited - India
- Cement Manufacturers Association - India
- Energy Link Ltd, New Zealand
- Billiton Holdings Pty Ltd - Australia
- Pendopo Energi Batubara - Indonesia
- CNBM International Corporation - China
- Edison Trading Spa - Italy
- Barasentosa Lestari - Indonesia
- Vedanta Resources Plc - India
- Chettinad Cement Corporation Ltd - India
- Essar Steel Hazira Ltd - India
- Thiess Contractors Indonesia
- Iligan Light & Power Inc, Philippines
- Gujarat Sidhee Cement - India
- CIMB Investment Bank - Malaysia
- Miang Besar Coal Terminal - Indonesia
- Agrawal Coal Company - India
- Bangladesh Power Developement Board
- Semirara Mining Corp, Philippines
- Leighton Contractors Pty Ltd - Australia
- Mjunction Services Limited - India
- Indian Energy Exchange, India
- Thai Mozambique Logistica
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Central Electricity Authority - India
- Maheswari Brothers Coal Limited - India
- GVK Power & Infra Limited - India
- Merrill Lynch Commodities Europe
- Tata Chemicals Ltd - India
- Banpu Public Company Limited - Thailand
- Petron Corporation, Philippines
- Global Business Power Corporation, Philippines
- Ministry of Transport, Egypt
- Sindya Power Generating Company Private Ltd
- PowerSource Philippines DevCo
- Tamil Nadu electricity Board
- Jindal Steel & Power Ltd - India
- Videocon Industries ltd - India
- India Bulls Power Limited - India
- Anglo American - United Kingdom
- Mintek Dendrill Indonesia
- Coastal Gujarat Power Limited - India
- SMC Global Power, Philippines
- Simpson Spence & Young - Indonesia
- Samtan Co., Ltd - South Korea
- Mercator Lines Limited - India
- Krishnapatnam Port Company Ltd. - India
- Kideco Jaya Agung - Indonesia
- Intertek Mineral Services - Indonesia
- Ministry of Finance - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Aditya Birla Group - India
- Oldendorff Carriers - Singapore
- Chamber of Mines of South Africa
- Kohat Cement Company Ltd. - Pakistan
- Georgia Ports Authority, United States
- SMG Consultants - Indonesia
- Uttam Galva Steels Limited - India
- GAC Shipping (India) Pvt Ltd
- Wilmar Investment Holdings
- Larsen & Toubro Limited - India
- IEA Clean Coal Centre - UK
- Rio Tinto Coal - Australia
- Altura Mining Limited, Indonesia
- AsiaOL BioFuels Corp., Philippines
- Lanco Infratech Ltd - India
- McConnell Dowell - Australia
- Carbofer General Trading SA - India
- Manunggal Multi Energi - Indonesia
- International Coal Ventures Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Makarim & Taira - Indonesia
- Vizag Seaport Private Limited - India
- Parry Sugars Refinery, India
- Timah Investasi Mineral - Indoneisa
- Interocean Group of Companies - India
- Gujarat Mineral Development Corp Ltd - India
- Central Java Power - Indonesia
- Directorate Of Revenue Intelligence - India
- Antam Resourcindo - Indonesia
- Attock Cement Pakistan Limited
- Directorate General of MIneral and Coal - Indonesia
- Energy Development Corp, Philippines
- Standard Chartered Bank - UAE
- Marubeni Corporation - India
- Aboitiz Power Corporation - Philippines
- Trasteel International SA, Italy
- Kumho Petrochemical, South Korea
- Karaikal Port Pvt Ltd - India
- OPG Power Generation Pvt Ltd - India
- White Energy Company Limited
- Bukit Makmur.PT - Indonesia
- Latin American Coal - Colombia
- Kartika Selabumi Mining - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Wood Mackenzie - Singapore
- South Luzon Thermal Energy Corporation
- Sakthi Sugars Limited - India
- Kaltim Prima Coal - Indonesia
- Baramulti Group, Indonesia
- Meralco Power Generation, Philippines
- Malabar Cements Ltd - India
- Kobexindo Tractors - Indoneisa
- Medco Energi Mining Internasional
- Orica Australia Pty. Ltd.
- Pipit Mutiara Jaya. PT, Indonesia
- Mercuria Energy - Indonesia
- Africa Commodities Group - South Africa
- Holcim Trading Pte Ltd - Singapore
- Parliament of New Zealand
- Independent Power Producers Association of India
- Indika Energy - Indonesia
- Sree Jayajothi Cements Limited - India
- London Commodity Brokers - England
- Bharathi Cement Corporation - India
- LBH Netherlands Bv - Netherlands
- SN Aboitiz Power Inc, Philippines
- The University of Queensland
- Eastern Coal Council - USA
- Ambuja Cements Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- The State Trading Corporation of India Ltd
- Kalimantan Lumbung Energi - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bayan Resources Tbk. - Indonesia
- Sical Logistics Limited - India
- Star Paper Mills Limited - India
- Indogreen Group - Indonesia
- Bulk Trading Sa - Switzerland
- New Zealand Coal & Carbon
- Coalindo Energy - Indonesia
- Siam City Cement - Thailand
- Power Finance Corporation Ltd., India
- Planning Commission, India
- Sarangani Energy Corporation, Philippines
- Metalloyd Limited - United Kingdom
- Borneo Indobara - Indonesia
- Renaissance Capital - South Africa
- Goldman Sachs - Singapore
- Ind-Barath Power Infra Limited - India
- Alfred C Toepfer International GmbH - Germany
- Grasim Industreis Ltd - India
- Madhucon Powers Ltd - India
- Indonesian Coal Mining Association
- TeaM Sual Corporation - Philippines
- ASAPP Information Group - India
- Electricity Authority, New Zealand
- Bhushan Steel Limited - India
- San Jose City I Power Corp, Philippines
- Ministry of Mines - Canada
- Vijayanagar Sugar Pvt Ltd - India
- Heidelberg Cement - Germany
- IHS Mccloskey Coal Group - USA
- Neyveli Lignite Corporation Ltd, - India
- Electricity Generating Authority of Thailand
- Price Waterhouse Coopers - Russia
- Posco Energy - South Korea
- Asmin Koalindo Tuhup - Indonesia
- European Bulk Services B.V. - Netherlands
- Salva Resources Pvt Ltd - India
- Minerals Council of Australia
- Bhatia International Limited - India
- Meenaskhi Energy Private Limited - India
- Deloitte Consulting - India
- Indian Oil Corporation Limited
- Eastern Energy - Thailand
- MS Steel International - UAE
- GN Power Mariveles Coal Plant, Philippines
- Dalmia Cement Bharat India
- Siam City Cement PLC, Thailand
- Jaiprakash Power Ventures ltd
- Toyota Tsusho Corporation, Japan
- Ceylon Electricity Board - Sri Lanka
- Jorong Barutama Greston.PT - Indonesia
- Coal and Oil Company - UAE
- Kapuas Tunggal Persada - Indonesia
- Orica Mining Services - Indonesia
- Xindia Steels Limited - India
- The Treasury - Australian Government
- Commonwealth Bank - Australia
- Therma Luzon, Inc, Philippines
- Straits Asia Resources Limited - Singapore
- ICICI Bank Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Riau Bara Harum - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Sojitz Corporation - Japan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Romanian Commodities Exchange
- Economic Council, Georgia
- Rashtriya Ispat Nigam Limited - India
- Savvy Resources Ltd - HongKong
- Petrochimia International Co. Ltd.- Taiwan
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- Global Coal Blending Company Limited - Australia
- Port Waratah Coal Services - Australia
- Gujarat Electricity Regulatory Commission - India
- Maharashtra Electricity Regulatory Commission - India
- Australian Coal Association
- PTC India Limited - India
- Formosa Plastics Group - Taiwan
- GMR Energy Limited - India
- Globalindo Alam Lestari - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- PNOC Exploration Corporation - Philippines
- Global Green Power PLC Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- Binh Thuan Hamico - Vietnam
- Kepco SPC Power Corporation, Philippines
|
| |
| |
|
