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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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Wednesday, 30 May 18
HIGH PRICE, DMO ENCOURAGE COAL MINERS TO BOOST PRODUCTION - THE JAKARTA POST
A number of coal miners are planning to increase production by 10 percent in the second half of this year after a worldwide price increase.
Th ...
Wednesday, 30 May 18
SHIPPING MARKET INSIGHT - ILIAS M. LALAOUNIS
Among several hot topics that will be discussed during the Posidonia week, the International Maritime Organization regulation that will be enforced ...
Tuesday, 29 May 18
BLOCKCHAIN CAN HAVE A TRANSFORMATIVE EFFECT ON THE SHIPPING INDUSTRY
KNOWLEDGE TO ELEVATE
Following the launch of a legal briefing on blockchain contracts from UK P&I Club, Claims Executive, Filip Koscieleck ...
Tuesday, 29 May 18
INDIA'S COAL IMPORT DECLINES IN APRIL AMID DIVERSION TO THERMAL POWER PLANTS - PTI
India’s coal import fell by 9 percent to 17.32 million tonnes (MT) in April on the back of ample supply of dry fuel from domestic sources.
...
Monday, 28 May 18
COAL SUPPLY DIVERSION IRKS INDUSTRIES DEPENDENT ON CAPTIVE POWER PLANTS - HINDU BUSINESS LINE
The government’s move to prioritise coal supplies to power plants with minimal coal stock has disrupted fuel supply to some sectors, which ha ...
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Showing 1711 to 1715 news of total 6871 |
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- Kartika Selabumi Mining - Indonesia
- Indogreen Group - Indonesia
- Orica Australia Pty. Ltd.
- Meenaskhi Energy Private Limited - India
- Bukit Makmur.PT - Indonesia
- Ministry of Finance - Indonesia
- Bhushan Steel Limited - India
- Billiton Holdings Pty Ltd - Australia
- Indonesian Coal Mining Association
- European Bulk Services B.V. - Netherlands
- Bukit Asam (Persero) Tbk - Indonesia
- Coal and Oil Company - UAE
- Gujarat Electricity Regulatory Commission - India
- Grasim Industreis Ltd - India
- Borneo Indobara - Indonesia
- Goldman Sachs - Singapore
- Jorong Barutama Greston.PT - Indonesia
- Ministry of Mines - Canada
- Edison Trading Spa - Italy
- Antam Resourcindo - Indonesia
- Barasentosa Lestari - Indonesia
- Africa Commodities Group - South Africa
- SMG Consultants - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Central Electricity Authority - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Planning Commission, India
- Bangladesh Power Developement Board
- Mercator Lines Limited - India
- Essar Steel Hazira Ltd - India
- Mintek Dendrill Indonesia
- Electricity Generating Authority of Thailand
- Ind-Barath Power Infra Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Bharathi Cement Corporation - India
- London Commodity Brokers - England
- Sical Logistics Limited - India
- Maheswari Brothers Coal Limited - India
- Therma Luzon, Inc, Philippines
- Baramulti Group, Indonesia
- Directorate Of Revenue Intelligence - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Kapuas Tunggal Persada - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- White Energy Company Limited
- Petrochimia International Co. Ltd.- Taiwan
- Aditya Birla Group - India
- Romanian Commodities Exchange
- Bahari Cakrawala Sebuku - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Salva Resources Pvt Ltd - India
- Medco Energi Mining Internasional
- International Coal Ventures Pvt Ltd - India
- Coastal Gujarat Power Limited - India
- OPG Power Generation Pvt Ltd - India
- GMR Energy Limited - India
- Commonwealth Bank - Australia
- Independent Power Producers Association of India
- Anglo American - United Kingdom
- Uttam Galva Steels Limited - India
- McConnell Dowell - Australia
- Karbindo Abesyapradhi - Indoneisa
- Kobexindo Tractors - Indoneisa
- Meralco Power Generation, Philippines
- Cement Manufacturers Association - India
- Indian Energy Exchange, India
- Heidelberg Cement - Germany
- Indika Energy - Indonesia
- Savvy Resources Ltd - HongKong
- Rio Tinto Coal - Australia
- Bulk Trading Sa - Switzerland
- Global Coal Blending Company Limited - Australia
- Manunggal Multi Energi - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Parliament of New Zealand
- Kohat Cement Company Ltd. - Pakistan
- Simpson Spence & Young - Indonesia
- The University of Queensland
- Marubeni Corporation - India
- The Treasury - Australian Government
- Port Waratah Coal Services - Australia
- Jindal Steel & Power Ltd - India
- Coalindo Energy - Indonesia
- Leighton Contractors Pty Ltd - Australia
- PowerSource Philippines DevCo
- Gujarat Sidhee Cement - India
- SMC Global Power, Philippines
- Kumho Petrochemical, South Korea
- Semirara Mining and Power Corporation, Philippines
- Australian Commodity Traders Exchange
- TeaM Sual Corporation - Philippines
- Bhatia International Limited - India
- Star Paper Mills Limited - India
- GVK Power & Infra Limited - India
- South Luzon Thermal Energy Corporation
- Intertek Mineral Services - Indonesia
- Riau Bara Harum - Indonesia
- IHS Mccloskey Coal Group - USA
- Standard Chartered Bank - UAE
- Global Business Power Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Carbofer General Trading SA - India
- Bhoruka Overseas - Indonesia
- Sakthi Sugars Limited - India
- Merrill Lynch Commodities Europe
- ICICI Bank Limited - India
- CIMB Investment Bank - Malaysia
- Cigading International Bulk Terminal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Eastern Energy - Thailand
- Thai Mozambique Logistica
- Price Waterhouse Coopers - Russia
- Posco Energy - South Korea
- Kideco Jaya Agung - Indonesia
- Wilmar Investment Holdings
- Sojitz Corporation - Japan
- Sinarmas Energy and Mining - Indonesia
- India Bulls Power Limited - India
- Attock Cement Pakistan Limited
- Renaissance Capital - South Africa
- Electricity Authority, New Zealand
- Dalmia Cement Bharat India
- Energy Development Corp, Philippines
- Toyota Tsusho Corporation, Japan
- PTC India Limited - India
- Bayan Resources Tbk. - Indonesia
- Ministry of Transport, Egypt
- Altura Mining Limited, Indonesia
- Chettinad Cement Corporation Ltd - India
- Global Green Power PLC Corporation, Philippines
- Parry Sugars Refinery, India
- Makarim & Taira - Indonesia
- Siam City Cement PLC, Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Madhucon Powers Ltd - India
- Larsen & Toubro Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Directorate General of MIneral and Coal - Indonesia
- Bukit Baiduri Energy - Indonesia
- Minerals Council of Australia
- Kepco SPC Power Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Oldendorff Carriers - Singapore
- PNOC Exploration Corporation - Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Trasteel International SA, Italy
- Malabar Cements Ltd - India
- Kaltim Prima Coal - Indonesia
- Wood Mackenzie - Singapore
- Latin American Coal - Colombia
- Binh Thuan Hamico - Vietnam
- Ceylon Electricity Board - Sri Lanka
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Rashtriya Ispat Nigam Limited - India
- Thiess Contractors Indonesia
- Straits Asia Resources Limited - Singapore
- SN Aboitiz Power Inc, Philippines
- Karaikal Port Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Xindia Steels Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mjunction Services Limited - India
- Aboitiz Power Corporation - Philippines
- Chamber of Mines of South Africa
- Interocean Group of Companies - India
- Pendopo Energi Batubara - Indonesia
- Singapore Mercantile Exchange
- Globalindo Alam Lestari - Indonesia
- Eastern Coal Council - USA
- Lanco Infratech Ltd - India
- Siam City Cement - Thailand
- Timah Investasi Mineral - Indoneisa
- Agrawal Coal Company - India
- Formosa Plastics Group - Taiwan
- Tamil Nadu electricity Board
- MS Steel International - UAE
- Sree Jayajothi Cements Limited - India
- Indian Oil Corporation Limited
- Vizag Seaport Private Limited - India
- New Zealand Coal & Carbon
- Power Finance Corporation Ltd., India
- LBH Netherlands Bv - Netherlands
- Iligan Light & Power Inc, Philippines
- Petron Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Indo Tambangraya Megah - Indonesia
- Sindya Power Generating Company Private Ltd
- TNB Fuel Sdn Bhd - Malaysia
- Georgia Ports Authority, United States
- Metalloyd Limited - United Kingdom
- CNBM International Corporation - China
- Orica Mining Services - Indonesia
- Ambuja Cements Ltd - India
- Central Java Power - Indonesia
- ASAPP Information Group - India
- VISA Power Limited - India
- Banpu Public Company Limited - Thailand
- Vedanta Resources Plc - India
- Deloitte Consulting - India
- Videocon Industries ltd - India
- Mercuria Energy - Indonesia
- Australian Coal Association
- Tata Chemicals Ltd - India
- IEA Clean Coal Centre - UK
- Energy Link Ltd, New Zealand
- Neyveli Lignite Corporation Ltd, - India
- AsiaOL BioFuels Corp., Philippines
- The State Trading Corporation of India Ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sarangani Energy Corporation, Philippines
- Samtan Co., Ltd - South Korea
- Economic Council, Georgia
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