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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, 05 January 22
CHINA COAL FUTURES SURGE ON SUPPLY WORRIES AMID INDONESIA EXPORT BAN - REUTERS
China’s thermal coal futures surged by as much as 7.8per cent to kick off 2022 on concerns of supply disruptions after Indonesia, its biggest ...
Wednesday, 05 January 22
INDONESIA WARNS COAL SUPPLY CRUNCH NOT OVER AS CHINA PRICES RALLY - REUTERS
Indonesia has warned that its coal supply situation remains critical, ahead of Wednesday’s (Jan 5) review of its export ban, unnerving global ...
Tuesday, 28 December 21
INDIA'S ADANI NEARS FIRST COAL SHIPMENT FROM SHUNNED AUSTRALIAN MINE - REUTERS
India’s Adani Group ADEL.NS is preparing to ship the first coal cargo from Australia’s most controversial mine, after battling a seven- ...
Thursday, 23 December 21
COAL TO STAY AS MAJOR SOURCE OF ENERGY IN FORESEEABLE FUTURE: JOSHI - BUSINESS STANDARD
Coal will stay as a major source of energy in the foreseeable future as it is an affordable source of energy with substantial reserve, Parliament w ...
Thursday, 23 December 21
ANNUAL U.S. COAL-FIRED ELECTRICITY GENERATION WILL INCREASE FOR THE FIRST TIME SINCE 2014 - EIA
From December 20 through December 30, Today in Energy will feature some of our favorite articles from 2021. Today’s article was originally pu ...
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- San Jose City I Power Corp, Philippines
- Directorate Of Revenue Intelligence - India
- Energy Link Ltd, New Zealand
- Star Paper Mills Limited - India
- Edison Trading Spa - Italy
- Bulk Trading Sa - Switzerland
- Mercator Lines Limited - India
- CNBM International Corporation - China
- Gujarat Sidhee Cement - India
- IHS Mccloskey Coal Group - USA
- Asmin Koalindo Tuhup - Indonesia
- South Luzon Thermal Energy Corporation
- Bahari Cakrawala Sebuku - Indonesia
- Sree Jayajothi Cements Limited - India
- Samtan Co., Ltd - South Korea
- Latin American Coal - Colombia
- Simpson Spence & Young - Indonesia
- Indo Tambangraya Megah - Indonesia
- Bhushan Steel Limited - India
- Leighton Contractors Pty Ltd - Australia
- TNB Fuel Sdn Bhd - Malaysia
- Commonwealth Bank - Australia
- Parliament of New Zealand
- Deloitte Consulting - India
- Xindia Steels Limited - India
- Thiess Contractors Indonesia
- Meenaskhi Energy Private Limited - India
- SN Aboitiz Power Inc, Philippines
- Formosa Plastics Group - Taiwan
- Banpu Public Company Limited - Thailand
- Parry Sugars Refinery, India
- Central Java Power - Indonesia
- ICICI Bank Limited - India
- GMR Energy Limited - India
- Bhatia International Limited - India
- Electricity Generating Authority of Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indian Energy Exchange, India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Attock Cement Pakistan Limited
- Kideco Jaya Agung - Indonesia
- Coastal Gujarat Power Limited - India
- Planning Commission, India
- European Bulk Services B.V. - Netherlands
- Therma Luzon, Inc, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Semirara Mining Corp, Philippines
- Semirara Mining and Power Corporation, Philippines
- Port Waratah Coal Services - Australia
- Antam Resourcindo - Indonesia
- Iligan Light & Power Inc, Philippines
- Miang Besar Coal Terminal - Indonesia
- Kartika Selabumi Mining - Indonesia
- Ministry of Finance - Indonesia
- Global Green Power PLC Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Karbindo Abesyapradhi - Indoneisa
- VISA Power Limited - India
- Chettinad Cement Corporation Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Merrill Lynch Commodities Europe
- The Treasury - Australian Government
- Global Coal Blending Company Limited - Australia
- Sojitz Corporation - Japan
- AsiaOL BioFuels Corp., Philippines
- Romanian Commodities Exchange
- Uttam Galva Steels Limited - India
- Maheswari Brothers Coal Limited - India
- Carbofer General Trading SA - India
- Orica Mining Services - Indonesia
- Larsen & Toubro Limited - India
- Sarangani Energy Corporation, Philippines
- New Zealand Coal & Carbon
- Baramulti Group, Indonesia
- MS Steel International - UAE
- Kepco SPC Power Corporation, Philippines
- PowerSource Philippines DevCo
- CIMB Investment Bank - Malaysia
- Kapuas Tunggal Persada - Indonesia
- Essar Steel Hazira Ltd - India
- Heidelberg Cement - Germany
- The State Trading Corporation of India Ltd
- Electricity Authority, New Zealand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kohat Cement Company Ltd. - Pakistan
- Indika Energy - Indonesia
- Bharathi Cement Corporation - India
- Bukit Asam (Persero) Tbk - Indonesia
- Renaissance Capital - South Africa
- Metalloyd Limited - United Kingdom
- Manunggal Multi Energi - Indonesia
- ASAPP Information Group - India
- Binh Thuan Hamico - Vietnam
- Jaiprakash Power Ventures ltd
- Bukit Makmur.PT - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Meralco Power Generation, Philippines
- Kobexindo Tractors - Indoneisa
- Price Waterhouse Coopers - Russia
- The University of Queensland
- Grasim Industreis Ltd - India
- Barasentosa Lestari - Indonesia
- Mjunction Services Limited - India
- PTC India Limited - India
- Krishnapatnam Port Company Ltd. - India
- Indogreen Group - Indonesia
- Aboitiz Power Corporation - Philippines
- Videocon Industries ltd - India
- Billiton Holdings Pty Ltd - Australia
- GAC Shipping (India) Pvt Ltd
- Gujarat Mineral Development Corp Ltd - India
- Makarim & Taira - Indonesia
- Global Business Power Corporation, Philippines
- Malabar Cements Ltd - India
- Timah Investasi Mineral - Indoneisa
- Vijayanagar Sugar Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Indian Oil Corporation Limited
- Intertek Mineral Services - Indonesia
- SMG Consultants - Indonesia
- Medco Energi Mining Internasional
- Marubeni Corporation - India
- McConnell Dowell - Australia
- Pendopo Energi Batubara - Indonesia
- PNOC Exploration Corporation - Philippines
- OPG Power Generation Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- PetroVietnam Power Coal Import and Supply Company
- Australian Coal Association
- IEA Clean Coal Centre - UK
- Ceylon Electricity Board - Sri Lanka
- Africa Commodities Group - South Africa
- Eastern Energy - Thailand
- Kalimantan Lumbung Energi - Indonesia
- Coal and Oil Company - UAE
- Energy Development Corp, Philippines
- Georgia Ports Authority, United States
- Lanco Infratech Ltd - India
- Thai Mozambique Logistica
- Eastern Coal Council - USA
- Maharashtra Electricity Regulatory Commission - India
- Pipit Mutiara Jaya. PT, Indonesia
- Coalindo Energy - Indonesia
- Tamil Nadu electricity Board
- Singapore Mercantile Exchange
- Toyota Tsusho Corporation, Japan
- Jorong Barutama Greston.PT - Indonesia
- Sical Logistics Limited - India
- Bukit Baiduri Energy - Indonesia
- Orica Australia Pty. Ltd.
- Sinarmas Energy and Mining - Indonesia
- Karaikal Port Pvt Ltd - India
- Trasteel International SA, Italy
- Salva Resources Pvt Ltd - India
- White Energy Company Limited
- Vedanta Resources Plc - India
- Oldendorff Carriers - Singapore
- Siam City Cement - Thailand
- Mercuria Energy - Indonesia
- Central Electricity Authority - India
- Wood Mackenzie - Singapore
- Neyveli Lignite Corporation Ltd, - India
- Bangladesh Power Developement Board
- SMC Global Power, Philippines
- Altura Mining Limited, Indonesia
- Bhoruka Overseas - Indonesia
- Petron Corporation, Philippines
- India Bulls Power Limited - India
- Australian Commodity Traders Exchange
- Alfred C Toepfer International GmbH - Germany
- Rio Tinto Coal - Australia
- Mintek Dendrill Indonesia
- Standard Chartered Bank - UAE
- Bayan Resources Tbk. - Indonesia
- Ind-Barath Power Infra Limited - India
- Power Finance Corporation Ltd., India
- GN Power Mariveles Coal Plant, Philippines
- Minerals Council of Australia
- Independent Power Producers Association of India
- Kumho Petrochemical, South Korea
- LBH Netherlands Bv - Netherlands
- Cigading International Bulk Terminal - Indonesia
- Economic Council, Georgia
- Sakthi Sugars Limited - India
- Chamber of Mines of South Africa
- Vizag Seaport Private Limited - India
- Ambuja Cements Ltd - India
- Straits Asia Resources Limited - Singapore
- International Coal Ventures Pvt Ltd - India
- Interocean Group of Companies - India
- Posco Energy - South Korea
- GVK Power & Infra Limited - India
- Rashtriya Ispat Nigam Limited - India
- Goldman Sachs - Singapore
- Madhucon Powers Ltd - India
- Dalmia Cement Bharat India
- Ministry of Mines - Canada
- Agrawal Coal Company - India
- Ministry of Transport, Egypt
- Jindal Steel & Power Ltd - India
- Indonesian Coal Mining Association
- Tata Chemicals Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Aditya Birla Group - India
- Siam City Cement PLC, Thailand
- Wilmar Investment Holdings
- Borneo Indobara - Indonesia
- Riau Bara Harum - Indonesia
- Savvy Resources Ltd - HongKong
- London Commodity Brokers - England
- Holcim Trading Pte Ltd - Singapore
- Cement Manufacturers Association - India
- Petrochimia International Co. Ltd.- Taiwan
- Anglo American - United Kingdom
- Globalindo Alam Lestari - Indonesia
- Kaltim Prima Coal - Indonesia
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