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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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Tuesday, 26 October 21
CHINA'S COAL-RICH SHANXI BEEFS UP COAL PRODUCTION - XINHUA
Major coal producers in north China’s Shanxi Province, a leading coal-producing region of the country, have beefed up production to ensure en ...
Tuesday, 26 October 21
ENERGY CRISIS SHOWS COAL IS AN EXPENSIVE AND UNRELIABLE SOURCE OF ELECTRICITY GENERATION - IEEFA
Any knee-jerk reaction that urges more investment in coal completely misses the point
India is teetering on the brink of joining a growing glo ...
Tuesday, 26 October 21
CHINA TO INVESTIGATE ENERGY INDEX PROVIDERS IN BID TO TAME COAL PRICES - REUTERS
China said on Monday it will investigate energy price index providers as it urged coal industry participants to “strictly” meet contrac ...
Tuesday, 26 October 21
THERE IS PLENTY OF COAL AND GAS IN THE WORLD BUT A VOLATILE MARKET IS NOBODY'S FRIEND - IEEFA
Gas will be winding its way out of the energy system
Gas prices are continuing to surge around the world. The cost of gas is at unpr ...
Tuesday, 26 October 21
AUSTRALIA EXPORTED 51.6 MLN TONNES OF COAL TO INDIA IN FIRST 10 MONTHS, 19% OF ALL AUSTRALIAN COAL EXPORTS; CHINA WAS THE DESTINATION FOR JUST 0.7% - BANCHERO COSTA
2020 proved to be a truly terrible year for global seaborne coal trade. In 2021 things started pretty badly, but we are seeing increasing signs of ...
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- Eastern Coal Council - USA
- Orica Mining Services - Indonesia
- Sakthi Sugars Limited - India
- Bulk Trading Sa - Switzerland
- Malabar Cements Ltd - India
- Bhoruka Overseas - Indonesia
- Chettinad Cement Corporation Ltd - India
- Toyota Tsusho Corporation, Japan
- Chamber of Mines of South Africa
- Baramulti Group, Indonesia
- Posco Energy - South Korea
- European Bulk Services B.V. - Netherlands
- Parliament of New Zealand
- Coal and Oil Company - UAE
- Mintek Dendrill Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Attock Cement Pakistan Limited
- Kumho Petrochemical, South Korea
- Salva Resources Pvt Ltd - India
- Energy Development Corp, Philippines
- Australian Commodity Traders Exchange
- Bayan Resources Tbk. - Indonesia
- Jindal Steel & Power Ltd - India
- Rashtriya Ispat Nigam Limited - India
- VISA Power Limited - India
- Directorate Of Revenue Intelligence - India
- Sinarmas Energy and Mining - Indonesia
- Tata Chemicals Ltd - India
- Binh Thuan Hamico - Vietnam
- OPG Power Generation Pvt Ltd - India
- Borneo Indobara - Indonesia
- Agrawal Coal Company - India
- Miang Besar Coal Terminal - Indonesia
- SMG Consultants - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ind-Barath Power Infra Limited - India
- Siam City Cement PLC, Thailand
- Banpu Public Company Limited - Thailand
- Australian Coal Association
- Indonesian Coal Mining Association
- Karaikal Port Pvt Ltd - India
- Edison Trading Spa - Italy
- Rio Tinto Coal - Australia
- Mjunction Services Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Maharashtra Electricity Regulatory Commission - India
- Trasteel International SA, Italy
- Carbofer General Trading SA - India
- Wilmar Investment Holdings
- Renaissance Capital - South Africa
- Madhucon Powers Ltd - India
- Gujarat Sidhee Cement - India
- White Energy Company Limited
- Meralco Power Generation, Philippines
- Metalloyd Limited - United Kingdom
- Gujarat Mineral Development Corp Ltd - India
- Vedanta Resources Plc - India
- CIMB Investment Bank - Malaysia
- South Luzon Thermal Energy Corporation
- Energy Link Ltd, New Zealand
- Bahari Cakrawala Sebuku - Indonesia
- Bukit Baiduri Energy - Indonesia
- Georgia Ports Authority, United States
- Romanian Commodities Exchange
- Mercuria Energy - Indonesia
- Ministry of Mines - Canada
- Marubeni Corporation - India
- Global Business Power Corporation, Philippines
- Indian Energy Exchange, India
- Aditya Birla Group - India
- Thai Mozambique Logistica
- Essar Steel Hazira Ltd - India
- SMC Global Power, Philippines
- Electricity Authority, New Zealand
- TeaM Sual Corporation - Philippines
- The State Trading Corporation of India Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Simpson Spence & Young - Indonesia
- Central Java Power - Indonesia
- PTC India Limited - India
- Ceylon Electricity Board - Sri Lanka
- IEA Clean Coal Centre - UK
- Krishnapatnam Port Company Ltd. - India
- Planning Commission, India
- SN Aboitiz Power Inc, Philippines
- GAC Shipping (India) Pvt Ltd
- Samtan Co., Ltd - South Korea
- Heidelberg Cement - Germany
- The Treasury - Australian Government
- Petrochimia International Co. Ltd.- Taiwan
- Eastern Energy - Thailand
- Asmin Koalindo Tuhup - Indonesia
- Indogreen Group - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Electricity Generating Authority of Thailand
- Singapore Mercantile Exchange
- Leighton Contractors Pty Ltd - Australia
- Aboitiz Power Corporation - Philippines
- Kobexindo Tractors - Indoneisa
- LBH Netherlands Bv - Netherlands
- Bhatia International Limited - India
- MS Steel International - UAE
- Kaltim Prima Coal - Indonesia
- McConnell Dowell - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Sree Jayajothi Cements Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Power Finance Corporation Ltd., India
- Makarim & Taira - Indonesia
- Maheswari Brothers Coal Limited - India
- Commonwealth Bank - Australia
- Ministry of Transport, Egypt
- Star Paper Mills Limited - India
- Meenaskhi Energy Private Limited - India
- International Coal Ventures Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Wood Mackenzie - Singapore
- Lanco Infratech Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Videocon Industries ltd - India
- Mercator Lines Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Dalmia Cement Bharat India
- GVK Power & Infra Limited - India
- Holcim Trading Pte Ltd - Singapore
- Semirara Mining and Power Corporation, Philippines
- Independent Power Producers Association of India
- Anglo American - United Kingdom
- Sojitz Corporation - Japan
- Latin American Coal - Colombia
- Bukit Makmur.PT - Indonesia
- Africa Commodities Group - South Africa
- Parry Sugars Refinery, India
- Global Green Power PLC Corporation, Philippines
- Larsen & Toubro Limited - India
- Antam Resourcindo - Indonesia
- PowerSource Philippines DevCo
- Deloitte Consulting - India
- Iligan Light & Power Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- PetroVietnam Power Coal Import and Supply Company
- Kideco Jaya Agung - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- Petron Corporation, Philippines
- Indian Oil Corporation Limited
- Karbindo Abesyapradhi - Indoneisa
- Standard Chartered Bank - UAE
- Grasim Industreis Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Bhushan Steel Limited - India
- The University of Queensland
- Tamil Nadu electricity Board
- Bangladesh Power Developement Board
- Savvy Resources Ltd - HongKong
- Therma Luzon, Inc, Philippines
- Coastal Gujarat Power Limited - India
- Kapuas Tunggal Persada - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Siam City Cement - Thailand
- Goldman Sachs - Singapore
- Cement Manufacturers Association - India
- Billiton Holdings Pty Ltd - Australia
- Orica Australia Pty. Ltd.
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Port Waratah Coal Services - Australia
- Thiess Contractors Indonesia
- Timah Investasi Mineral - Indoneisa
- Bharathi Cement Corporation - India
- ASAPP Information Group - India
- Coalindo Energy - Indonesia
- ICICI Bank Limited - India
- Sarangani Energy Corporation, Philippines
- Merrill Lynch Commodities Europe
- Manunggal Multi Energi - Indonesia
- Indika Energy - Indonesia
- Formosa Plastics Group - Taiwan
- CNBM International Corporation - China
- San Jose City I Power Corp, Philippines
- New Zealand Coal & Carbon
- Ambuja Cements Ltd - India
- GMR Energy Limited - India
- Cigading International Bulk Terminal - Indonesia
- Medco Energi Mining Internasional
- Central Electricity Authority - India
- London Commodity Brokers - England
- Vizag Seaport Private Limited - India
- Interocean Group of Companies - India
- Jorong Barutama Greston.PT - Indonesia
- Globalindo Alam Lestari - Indonesia
- Kartika Selabumi Mining - Indonesia
- Jaiprakash Power Ventures ltd
- Sical Logistics Limited - India
- Barasentosa Lestari - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- India Bulls Power Limited - India
- Uttam Galva Steels Limited - India
- Economic Council, Georgia
- Pendopo Energi Batubara - Indonesia
- Global Coal Blending Company Limited - Australia
- Ministry of Finance - Indonesia
- Indo Tambangraya Megah - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Price Waterhouse Coopers - Russia
- Xindia Steels Limited - India
- IHS Mccloskey Coal Group - USA
- Kepco SPC Power Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Riau Bara Harum - Indonesia
- Intertek Mineral Services - Indonesia
- Minerals Council of Australia
- Oldendorff Carriers - Singapore
- Semirara Mining Corp, Philippines
- Altura Mining Limited, Indonesia
- PNOC Exploration Corporation - Philippines
- Sindya Power Generating Company Private Ltd
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