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Tuesday, 03 April 18
MARKET ANALYSIS - GEORGE LAZARIDIS
 In the midst of a relatively quiet week for markets, with disruptions being caused by the Christian holidays, it seems as though we find ourselves caught up in further troubling announcements with regards to world trade. During the course of this weekend China’s Customs Tariffs Commission announced the enforcement of reciprocal tariffs of as high as 25% on 128 goods imported from the US, said George Lazaridis, Head of Research & Valuations of Allied Shipping.
George Lazaridis further noted his latest weekly market report, the breakdown includes import duties on fresh and dried fruits, ginseng, nuts, wine, pork and certain steel products, while government officials have left open insinuations of follow on tariffs to target high volume agricultural products such as soybeans. At its current standing these import tariffs are valued at around US$ 3.0 billion, a small drop compared to the trade actions the US president is seeking to undertake on Chinese goods during the 2Q 2018, with a plan to stamp a 25% import duty on a basket of goods valued at US$ 60 billion in 2017. In the midst of this it looks as though we are finding ourselves facing increased risk of a trade war ensuing, something that would surely have continued detrimental effects on both the growth course of global trade, but also on the overall global economic development.
George Lazaridis also noted that, despite all the above, both sides are still looking to find ways to resolve their disputes through a trade settlement that could help keep both sides happy. The US president, Mr. Donald Trump is seeking to get China to agree to reduce the bilateral trade between the US and China by US$ 100 billion (last year’s trade deficit stood at US$ 375.23 billion), yet this may prove more complicated than is often stated in the press and amongst politicians. Given that most Chinese exports to the US are finished goods, we have to take into account that in the modern world, these goods comprise of sources and material value adding that is sourced from all over the world, while in many cases even the US itself. One can surely see how the US currently has the upper hand in pressuring Beijing to accept a deal, however it would be wise to take into consideration the nock on effects any such deal (be it one which is too stringent on Chinese goods) would have on American Companies.
What we point out once more as a warning however is detrimental effects all this may well have on seaborne trade. Shipping plays a highly prevalent role in the global supply chain of products and the disruptions that would be caused by the increasing barriers being placed by some of the largest economies in the world can surely cause havoc and easily reverse the recent upward trends noted in terms of trade growth both in a direct and indirect manner. At the same time and taking a more near-term look, we may well find that all this bichering and squabbling of recent could play for severe disruptions in the annual seasonal grain trade spikes, something that would surely hurt the dry bulk sector and more particularly the smaller size segments.
At the same time and given the already in force tariffs imposed on steel products, we are surely to see softer trade and in turn earnings figures emerge compared to what most would have been predicting at the end of 2017. To what extent these tariffs will dampen the market remains to be seen and will largely depend on the steps taken by these two nations over the coming days. Let’s hope that calm and reason settle in before any extreme steps are taken by either side and all sides find themselves at a loss as a consequence. Said George Lazaridis of Allied.
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Thursday, 21 June 18
ROBUST ASIAN THERMAL COAL DEMAND CREATES OPPORTUNITIES FOR AUSTRALIA - MINERALS COUNCIL OF AUSTRALIA
Minerals Council of Australia reported, Australia’s world-class coal mining industry can create more jobs in Australia and strengthen t ...
Thursday, 21 June 18
CHINESE REDUCED COAL IMPORT RESTRICTIONS - CAIXIN GLOBAL
Caixin Global reported that the Chinese government has reduced restrictions on coal imports at the nation’s major ports in response to concer ...
Thursday, 21 June 18
INDIAN GOVERNMENT ADMITS COAL SHORTAGE, ASKS DISCOMS TO IMPORT - TIMES OF INDIA
Times of India reported that the power ministry has advised all state governments and private power distribution companies to import coal as Coal I ...
Tuesday, 19 June 18
WCA RESPONDS TO BP STATISTICAL REVIEW OF WORLD ENERGY 2018
Responding to BP’s Statistical Review of World Energy 2018, Benjamin Sporton, Chief Executive of the World Coal Association (WCA) said, &ldqu ...
Wednesday, 13 June 18
U.S. COAL PRODUCTION TO DECLINE BY 2% TO 756 MILLION SHORT TONS MMST IN 2018 - EIA
EIA forecasts U.S. coal production to decline by 2% to 756 million short tons (MMst) in 2018.
According to EIA's Short-Term Ener ...
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- Australian Coal Association
- Thai Mozambique Logistica
- Barasentosa Lestari - Indonesia
- Aboitiz Power Corporation - Philippines
- New Zealand Coal & Carbon
- GVK Power & Infra Limited - India
- Madhucon Powers Ltd - India
- Electricity Authority, New Zealand
- Vizag Seaport Private Limited - India
- Deloitte Consulting - India
- Carbofer General Trading SA - India
- Gujarat Sidhee Cement - India
- CNBM International Corporation - China
- Oldendorff Carriers - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Bharathi Cement Corporation - India
- Economic Council, Georgia
- Wilmar Investment Holdings
- Sojitz Corporation - Japan
- India Bulls Power Limited - India
- The State Trading Corporation of India Ltd
- Ind-Barath Power Infra Limited - India
- Latin American Coal - Colombia
- Bukit Baiduri Energy - Indonesia
- Star Paper Mills Limited - India
- Minerals Council of Australia
- Karaikal Port Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- Bangladesh Power Developement Board
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mercator Lines Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Salva Resources Pvt Ltd - India
- Sical Logistics Limited - India
- Bayan Resources Tbk. - Indonesia
- Indika Energy - Indonesia
- PowerSource Philippines DevCo
- The University of Queensland
- Central Java Power - Indonesia
- CIMB Investment Bank - Malaysia
- Bhatia International Limited - India
- Kapuas Tunggal Persada - Indonesia
- San Jose City I Power Corp, Philippines
- Mjunction Services Limited - India
- Planning Commission, India
- Merrill Lynch Commodities Europe
- Alfred C Toepfer International GmbH - Germany
- Tata Chemicals Ltd - India
- Electricity Generating Authority of Thailand
- Eastern Coal Council - USA
- Kumho Petrochemical, South Korea
- Samtan Co., Ltd - South Korea
- Krishnapatnam Port Company Ltd. - India
- Indian Energy Exchange, India
- Sarangani Energy Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Standard Chartered Bank - UAE
- Parry Sugars Refinery, India
- PNOC Exploration Corporation - Philippines
- Global Business Power Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Mintek Dendrill Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- GMR Energy Limited - India
- Directorate Of Revenue Intelligence - India
- Timah Investasi Mineral - Indoneisa
- Kohat Cement Company Ltd. - Pakistan
- Maheswari Brothers Coal Limited - India
- Toyota Tsusho Corporation, Japan
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Rio Tinto Coal - Australia
- Eastern Energy - Thailand
- Larsen & Toubro Limited - India
- ASAPP Information Group - India
- Binh Thuan Hamico - Vietnam
- Indogreen Group - Indonesia
- Gujarat Electricity Regulatory Commission - India
- SMG Consultants - Indonesia
- Power Finance Corporation Ltd., India
- Renaissance Capital - South Africa
- Therma Luzon, Inc, Philippines
- Xindia Steels Limited - India
- Siam City Cement - Thailand
- Bahari Cakrawala Sebuku - Indonesia
- Meenaskhi Energy Private Limited - India
- Kideco Jaya Agung - Indonesia
- Wood Mackenzie - Singapore
- Bukit Makmur.PT - Indonesia
- Essar Steel Hazira Ltd - India
- VISA Power Limited - India
- IHS Mccloskey Coal Group - USA
- South Luzon Thermal Energy Corporation
- The Treasury - Australian Government
- Chettinad Cement Corporation Ltd - India
- Coastal Gujarat Power Limited - India
- Ambuja Cements Ltd - India
- Semirara Mining Corp, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Ministry of Finance - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Lanco Infratech Ltd - India
- Globalindo Alam Lestari - Indonesia
- Sree Jayajothi Cements Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Global Coal Blending Company Limited - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Makarim & Taira - Indonesia
- Chamber of Mines of South Africa
- Energy Development Corp, Philippines
- Kepco SPC Power Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Marubeni Corporation - India
- London Commodity Brokers - England
- Rashtriya Ispat Nigam Limited - India
- ICICI Bank Limited - India
- Simpson Spence & Young - Indonesia
- Jaiprakash Power Ventures ltd
- Price Waterhouse Coopers - Russia
- Leighton Contractors Pty Ltd - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Orica Australia Pty. Ltd.
- Billiton Holdings Pty Ltd - Australia
- Neyveli Lignite Corporation Ltd, - India
- Georgia Ports Authority, United States
- Meralco Power Generation, Philippines
- Dalmia Cement Bharat India
- Independent Power Producers Association of India
- IEA Clean Coal Centre - UK
- Holcim Trading Pte Ltd - Singapore
- Global Green Power PLC Corporation, Philippines
- Baramulti Group, Indonesia
- GAC Shipping (India) Pvt Ltd
- Medco Energi Mining Internasional
- Banpu Public Company Limited - Thailand
- Borneo Indobara - Indonesia
- Kartika Selabumi Mining - Indonesia
- Antam Resourcindo - Indonesia
- Singapore Mercantile Exchange
- Orica Mining Services - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Port Waratah Coal Services - Australia
- Riau Bara Harum - Indonesia
- Vedanta Resources Plc - India
- Straits Asia Resources Limited - Singapore
- Bhoruka Overseas - Indonesia
- Petron Corporation, Philippines
- Videocon Industries ltd - India
- Jindal Steel & Power Ltd - India
- Malabar Cements Ltd - India
- SMC Global Power, Philippines
- Mercuria Energy - Indonesia
- Posco Energy - South Korea
- Goldman Sachs - Singapore
- Indonesian Coal Mining Association
- Australian Commodity Traders Exchange
- Savvy Resources Ltd - HongKong
- Asmin Koalindo Tuhup - Indonesia
- Pendopo Energi Batubara - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Ministry of Transport, Egypt
- Romanian Commodities Exchange
- Interocean Group of Companies - India
- Kalimantan Lumbung Energi - Indonesia
- TeaM Sual Corporation - Philippines
- Ministry of Mines - Canada
- PTC India Limited - India
- Attock Cement Pakistan Limited
- Iligan Light & Power Inc, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Bhushan Steel Limited - India
- Bulk Trading Sa - Switzerland
- Grasim Industreis Ltd - India
- Manunggal Multi Energi - Indonesia
- International Coal Ventures Pvt Ltd - India
- Agrawal Coal Company - India
- Edison Trading Spa - Italy
- Altura Mining Limited, Indonesia
- Parliament of New Zealand
- Intertek Mineral Services - Indonesia
- Cement Manufacturers Association - India
- European Bulk Services B.V. - Netherlands
- Anglo American - United Kingdom
- Miang Besar Coal Terminal - Indonesia
- Sakthi Sugars Limited - India
- Uttam Galva Steels Limited - India
- Central Electricity Authority - India
- Coal and Oil Company - UAE
- Thiess Contractors Indonesia
- Heidelberg Cement - Germany
- Cigading International Bulk Terminal - Indonesia
- Trasteel International SA, Italy
- Kaltim Prima Coal - Indonesia
- MS Steel International - UAE
- McConnell Dowell - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Siam City Cement PLC, Thailand
- Sindya Power Generating Company Private Ltd
- Commonwealth Bank - Australia
- OPG Power Generation Pvt Ltd - India
- Africa Commodities Group - South Africa
- Aditya Birla Group - India
- Energy Link Ltd, New Zealand
- Metalloyd Limited - United Kingdom
- AsiaOL BioFuels Corp., Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- Coalindo Energy - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Sinarmas Energy and Mining - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Tamil Nadu electricity Board
- White Energy Company Limited
- Indian Oil Corporation Limited
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