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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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Friday, 18 May 18
AFTER COAL, INDONESIAN GOVERNMENT PUSHES DMO ON GAS FOR ELECTRICITY
After introducing its domestic market obligation (DMO) policy for coal on March 12, the government is going forward with its plan to introduce a DM ...
Friday, 18 May 18
INDONESIA'S SAMARINDA ANCHORAGE COAL LOADING ACTIVITIES WERE RESUMED YESTERDAY AT 4PM LOCAL TIME
Samarinda Anchorage coal loading activities were resumed yesterday at 4PM local time.
Local fishermen in Samarinda Anchorage have been demonst ...
Wednesday, 16 May 18
SHIPPING MARKET INSIGHT - GEORGE ILIOPOULOS
Half-way through the second quarter of the year and as the Posidonia week approaches everyone is getting ready for this unique gathering that besid ...
Thursday, 10 May 18
PRIVATE POWER PRODUCERS NEED A 'POWERFUL PUSH' - PRADEEP MITTAL
- PLF of the Private Sector in the country (Coal and Lignite based) for FY 2017-18 (till Dec 2017) is 56%.
- 51 GW of stressed assets (Thermal &a ...
Tuesday, 08 May 18
BUMA SIGNED OVER US$1 BILLION WORTH OF NEW CONTRACT WITH PT INDONESIA PRATAMA
PT Delta Dunia Makmur Tbk. announced that its subsidiary, PT Bukit Makmur Mandiri Utama, has entered into mining services contracts with PT Indones ...
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Showing 1721 to 1725 news of total 6871 |
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- Iligan Light & Power Inc, Philippines
- Kumho Petrochemical, South Korea
- Simpson Spence & Young - Indonesia
- Pendopo Energi Batubara - Indonesia
- OPG Power Generation Pvt Ltd - India
- Central Electricity Authority - India
- Coal and Oil Company - UAE
- Orica Australia Pty. Ltd.
- Star Paper Mills Limited - India
- Bukit Baiduri Energy - Indonesia
- Indogreen Group - Indonesia
- Australian Commodity Traders Exchange
- Kohat Cement Company Ltd. - Pakistan
- Sarangani Energy Corporation, Philippines
- Central Java Power - Indonesia
- Global Business Power Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Therma Luzon, Inc, Philippines
- Merrill Lynch Commodities Europe
- Orica Mining Services - Indonesia
- The University of Queensland
- Videocon Industries ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bharathi Cement Corporation - India
- Bukit Asam (Persero) Tbk - Indonesia
- Kartika Selabumi Mining - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Salva Resources Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- McConnell Dowell - Australia
- Ambuja Cements Ltd - India
- Essar Steel Hazira Ltd - India
- Metalloyd Limited - United Kingdom
- Miang Besar Coal Terminal - Indonesia
- VISA Power Limited - India
- Agrawal Coal Company - India
- Intertek Mineral Services - Indonesia
- Thiess Contractors Indonesia
- Maharashtra Electricity Regulatory Commission - India
- IEA Clean Coal Centre - UK
- Larsen & Toubro Limited - India
- Bangladesh Power Developement Board
- Kideco Jaya Agung - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- TNB Fuel Sdn Bhd - Malaysia
- Commonwealth Bank - Australia
- Electricity Generating Authority of Thailand
- GMR Energy Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Makarim & Taira - Indonesia
- Coastal Gujarat Power Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Ministry of Finance - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- New Zealand Coal & Carbon
- Port Waratah Coal Services - Australia
- Energy Development Corp, Philippines
- Africa Commodities Group - South Africa
- Bhatia International Limited - India
- Oldendorff Carriers - Singapore
- Bhoruka Overseas - Indonesia
- Marubeni Corporation - India
- Power Finance Corporation Ltd., India
- Parry Sugars Refinery, India
- Grasim Industreis Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Medco Energi Mining Internasional
- CNBM International Corporation - China
- Indonesian Coal Mining Association
- CIMB Investment Bank - Malaysia
- Chamber of Mines of South Africa
- Sindya Power Generating Company Private Ltd
- Siam City Cement - Thailand
- Tamil Nadu electricity Board
- Posco Energy - South Korea
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Xindia Steels Limited - India
- Sree Jayajothi Cements Limited - India
- European Bulk Services B.V. - Netherlands
- Savvy Resources Ltd - HongKong
- PTC India Limited - India
- Anglo American - United Kingdom
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sical Logistics Limited - India
- Attock Cement Pakistan Limited
- SMC Global Power, Philippines
- Vedanta Resources Plc - India
- Madhucon Powers Ltd - India
- The State Trading Corporation of India Ltd
- Petron Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Ministry of Mines - Canada
- Kobexindo Tractors - Indoneisa
- Billiton Holdings Pty Ltd - Australia
- Aditya Birla Group - India
- Bayan Resources Tbk. - Indonesia
- Antam Resourcindo - Indonesia
- Banpu Public Company Limited - Thailand
- Globalindo Alam Lestari - Indonesia
- Heidelberg Cement - Germany
- Singapore Mercantile Exchange
- Eastern Energy - Thailand
- Independent Power Producers Association of India
- Wilmar Investment Holdings
- PowerSource Philippines DevCo
- Renaissance Capital - South Africa
- Kaltim Prima Coal - Indonesia
- Borneo Indobara - Indonesia
- Global Coal Blending Company Limited - Australia
- Sojitz Corporation - Japan
- Cigading International Bulk Terminal - Indonesia
- Ministry of Transport, Egypt
- Mercator Lines Limited - India
- Deloitte Consulting - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Semirara Mining Corp, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Latin American Coal - Colombia
- Indian Oil Corporation Limited
- Binh Thuan Hamico - Vietnam
- White Energy Company Limited
- Malabar Cements Ltd - India
- Australian Coal Association
- Lanco Infratech Ltd - India
- Eastern Coal Council - USA
- Interocean Group of Companies - India
- Neyveli Lignite Corporation Ltd, - India
- Rashtriya Ispat Nigam Limited - India
- Coalindo Energy - Indonesia
- Altura Mining Limited, Indonesia
- Formosa Plastics Group - Taiwan
- Tata Chemicals Ltd - India
- Meenaskhi Energy Private Limited - India
- Energy Link Ltd, New Zealand
- Mintek Dendrill Indonesia
- Leighton Contractors Pty Ltd - Australia
- South Luzon Thermal Energy Corporation
- Sakthi Sugars Limited - India
- Jindal Steel & Power Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- India Bulls Power Limited - India
- ASAPP Information Group - India
- Planning Commission, India
- Wood Mackenzie - Singapore
- SMG Consultants - Indonesia
- TeaM Sual Corporation - Philippines
- GAC Shipping (India) Pvt Ltd
- Riau Bara Harum - Indonesia
- Minerals Council of Australia
- MS Steel International - UAE
- Asmin Koalindo Tuhup - Indonesia
- Standard Chartered Bank - UAE
- Uttam Galva Steels Limited - India
- Mercuria Energy - Indonesia
- Indika Energy - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Thai Mozambique Logistica
- Bhushan Steel Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- San Jose City I Power Corp, Philippines
- Holcim Trading Pte Ltd - Singapore
- Bulk Trading Sa - Switzerland
- Trasteel International SA, Italy
- Gujarat Sidhee Cement - India
- Mjunction Services Limited - India
- International Coal Ventures Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Timah Investasi Mineral - Indoneisa
- Barasentosa Lestari - Indonesia
- Manunggal Multi Energi - Indonesia
- Bukit Makmur.PT - Indonesia
- Economic Council, Georgia
- Edison Trading Spa - Italy
- Vizag Seaport Private Limited - India
- Samtan Co., Ltd - South Korea
- ICICI Bank Limited - India
- Chettinad Cement Corporation Ltd - India
- Electricity Authority, New Zealand
- Goldman Sachs - Singapore
- Indo Tambangraya Megah - Indonesia
- Carbofer General Trading SA - India
- Ind-Barath Power Infra Limited - India
- IHS Mccloskey Coal Group - USA
- Dalmia Cement Bharat India
- Indian Energy Exchange, India
- Global Green Power PLC Corporation, Philippines
- The Treasury - Australian Government
- GVK Power & Infra Limited - India
- Romanian Commodities Exchange
- Aboitiz Power Corporation - Philippines
- Siam City Cement PLC, Thailand
- Petrochimia International Co. Ltd.- Taiwan
- Karaikal Port Pvt Ltd - India
- London Commodity Brokers - England
- Semirara Mining and Power Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Parliament of New Zealand
- Meralco Power Generation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Georgia Ports Authority, United States
- Bahari Cakrawala Sebuku - Indonesia
- Toyota Tsusho Corporation, Japan
- Straits Asia Resources Limited - Singapore
- Jaiprakash Power Ventures ltd
- Kepco SPC Power Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- AsiaOL BioFuels Corp., Philippines
- Directorate Of Revenue Intelligence - India
- Cement Manufacturers Association - India
- Baramulti Group, Indonesia
- Maheswari Brothers Coal Limited - India
- Rio Tinto Coal - Australia
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