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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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Tuesday, 20 February 18
INDIA: COAL IMPORT RISES BY 12 PER CENT TO 18 MILLION TONNES IN JANUARY - PTI
The country’s coal import increased by 12.4 per cent to 18.49 million tonnes (MT) in January, against 16.
44 MT in the same month of the ...
Monday, 19 February 18
JOINT INSURANCE - WHY SHOULD YOU CARE? - SKULD
KNOWLEDGE TO ELEVATE
It is neither controversial nor new to say that co-assureds under a joint insurance policy cannot claim against each othe ...
Friday, 16 February 18
U.S. WEEKLY COAL OUTPUT DOWN 4.5 PER CENT WEEK OVER WEEK, EIA DATA SHOWS
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15.2 million short tons ...
Thursday, 15 February 18
INDIA: THERMAL POWER PLANTS UNDER STRESS ON RISING COAL, FREIGHT COSTS - BUSINESS STANDARD
Coal-based power plants are feeling the heat of spike in thermal grade coal prices and railway freight costs.
Prices of thermal grade coal sin ...
Wednesday, 14 February 18
HISTORY REPEATING ITSELF? - IEA
This month’s OMR is abbreviated to allow time for us to complete our annual five-year outlook that will be published in our report Oil 2018 o ...
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Showing 1801 to 1805 news of total 6871 |
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- Malabar Cements Ltd - India
- Australian Coal Association
- OPG Power Generation Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Straits Asia Resources Limited - Singapore
- Coalindo Energy - Indonesia
- Oldendorff Carriers - Singapore
- Directorate Of Revenue Intelligence - India
- Holcim Trading Pte Ltd - Singapore
- Energy Development Corp, Philippines
- Indo Tambangraya Megah - Indonesia
- Kobexindo Tractors - Indoneisa
- Baramulti Group, Indonesia
- Essar Steel Hazira Ltd - India
- Deloitte Consulting - India
- White Energy Company Limited
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Port Waratah Coal Services - Australia
- Economic Council, Georgia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sakthi Sugars Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Jaiprakash Power Ventures ltd
- Thai Mozambique Logistica
- Barasentosa Lestari - Indonesia
- London Commodity Brokers - England
- PowerSource Philippines DevCo
- New Zealand Coal & Carbon
- Indian Oil Corporation Limited
- Tata Chemicals Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Wood Mackenzie - Singapore
- Bayan Resources Tbk. - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Sree Jayajothi Cements Limited - India
- Power Finance Corporation Ltd., India
- Iligan Light & Power Inc, Philippines
- Carbofer General Trading SA - India
- Parry Sugars Refinery, India
- Altura Mining Limited, Indonesia
- Merrill Lynch Commodities Europe
- Lanco Infratech Ltd - India
- Edison Trading Spa - Italy
- Africa Commodities Group - South Africa
- Commonwealth Bank - Australia
- Agrawal Coal Company - India
- Intertek Mineral Services - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Attock Cement Pakistan Limited
- Posco Energy - South Korea
- Kalimantan Lumbung Energi - Indonesia
- Parliament of New Zealand
- Central Java Power - Indonesia
- Marubeni Corporation - India
- Samtan Co., Ltd - South Korea
- Interocean Group of Companies - India
- Global Coal Blending Company Limited - Australia
- Jorong Barutama Greston.PT - Indonesia
- Larsen & Toubro Limited - India
- Ministry of Mines - Canada
- Uttam Galva Steels Limited - India
- Bukit Makmur.PT - Indonesia
- PNOC Exploration Corporation - Philippines
- Mercator Lines Limited - India
- Meralco Power Generation, Philippines
- Central Electricity Authority - India
- Binh Thuan Hamico - Vietnam
- Sinarmas Energy and Mining - Indonesia
- CNBM International Corporation - China
- GN Power Mariveles Coal Plant, Philippines
- Georgia Ports Authority, United States
- Medco Energi Mining Internasional
- Karaikal Port Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- McConnell Dowell - Australia
- CIMB Investment Bank - Malaysia
- Salva Resources Pvt Ltd - India
- GVK Power & Infra Limited - India
- Romanian Commodities Exchange
- Kideco Jaya Agung - Indonesia
- Toyota Tsusho Corporation, Japan
- Electricity Authority, New Zealand
- Coal and Oil Company - UAE
- Mercuria Energy - Indonesia
- Global Business Power Corporation, Philippines
- Metalloyd Limited - United Kingdom
- Bangladesh Power Developement Board
- Bulk Trading Sa - Switzerland
- Planning Commission, India
- Neyveli Lignite Corporation Ltd, - India
- Aboitiz Power Corporation - Philippines
- Ambuja Cements Ltd - India
- Eastern Energy - Thailand
- PTC India Limited - India
- Indika Energy - Indonesia
- TeaM Sual Corporation - Philippines
- Standard Chartered Bank - UAE
- Bhoruka Overseas - Indonesia
- Siam City Cement PLC, Thailand
- Pendopo Energi Batubara - Indonesia
- Sojitz Corporation - Japan
- Australian Commodity Traders Exchange
- Meenaskhi Energy Private Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Krishnapatnam Port Company Ltd. - India
- Petron Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Videocon Industries ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- International Coal Ventures Pvt Ltd - India
- Minerals Council of Australia
- Mintek Dendrill Indonesia
- ASAPP Information Group - India
- Price Waterhouse Coopers - Russia
- Kohat Cement Company Ltd. - Pakistan
- Indonesian Coal Mining Association
- Xindia Steels Limited - India
- Trasteel International SA, Italy
- Billiton Holdings Pty Ltd - Australia
- The University of Queensland
- Maheswari Brothers Coal Limited - India
- India Bulls Power Limited - India
- Gujarat Sidhee Cement - India
- Petrochimia International Co. Ltd.- Taiwan
- GAC Shipping (India) Pvt Ltd
- ICICI Bank Limited - India
- Cigading International Bulk Terminal - Indonesia
- Rio Tinto Coal - Australia
- Ministry of Finance - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- AsiaOL BioFuels Corp., Philippines
- Chamber of Mines of South Africa
- Bahari Cakrawala Sebuku - Indonesia
- Ministry of Transport, Egypt
- Grasim Industreis Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Semirara Mining Corp, Philippines
- Timah Investasi Mineral - Indoneisa
- The Treasury - Australian Government
- The State Trading Corporation of India Ltd
- Semirara Mining and Power Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Eastern Coal Council - USA
- SMC Global Power, Philippines
- Kapuas Tunggal Persada - Indonesia
- Siam City Cement - Thailand
- Alfred C Toepfer International GmbH - Germany
- Sindya Power Generating Company Private Ltd
- Gujarat Electricity Regulatory Commission - India
- Cement Manufacturers Association - India
- GMR Energy Limited - India
- Goldman Sachs - Singapore
- IEA Clean Coal Centre - UK
- MS Steel International - UAE
- LBH Netherlands Bv - Netherlands
- Vijayanagar Sugar Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Wilmar Investment Holdings
- Rashtriya Ispat Nigam Limited - India
- Tamil Nadu electricity Board
- Indogreen Group - Indonesia
- Simpson Spence & Young - Indonesia
- Sarangani Energy Corporation, Philippines
- Renaissance Capital - South Africa
- Formosa Plastics Group - Taiwan
- Madhucon Powers Ltd - India
- Latin American Coal - Colombia
- Bhatia International Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Indian Energy Exchange, India
- Miang Besar Coal Terminal - Indonesia
- Banpu Public Company Limited - Thailand
- Coastal Gujarat Power Limited - India
- Therma Luzon, Inc, Philippines
- Antam Resourcindo - Indonesia
- Global Green Power PLC Corporation, Philippines
- Energy Link Ltd, New Zealand
- Independent Power Producers Association of India
- Mjunction Services Limited - India
- Bharathi Cement Corporation - India
- Dalmia Cement Bharat India
- Ind-Barath Power Infra Limited - India
- Borneo Indobara - Indonesia
- Globalindo Alam Lestari - Indonesia
- Manunggal Multi Energi - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Chettinad Cement Corporation Ltd - India
- Vedanta Resources Plc - India
- Orica Mining Services - Indonesia
- Savvy Resources Ltd - HongKong
- Star Paper Mills Limited - India
- PetroVietnam Power Coal Import and Supply Company
- VISA Power Limited - India
- Kartika Selabumi Mining - Indonesia
- Kumho Petrochemical, South Korea
- South Luzon Thermal Energy Corporation
- IHS Mccloskey Coal Group - USA
- Bhushan Steel Limited - India
- Kepco SPC Power Corporation, Philippines
- Vizag Seaport Private Limited - India
- Thiess Contractors Indonesia
- San Jose City I Power Corp, Philippines
- Singapore Mercantile Exchange
- Bank of Tokyo Mitsubishi UFJ Ltd
- Pipit Mutiara Jaya. PT, Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Makarim & Taira - Indonesia
- SMG Consultants - Indonesia
- Aditya Birla Group - India
- SN Aboitiz Power Inc, Philippines
- Sical Logistics Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Anglo American - United Kingdom
- Bukit Baiduri Energy - Indonesia
- Heidelberg Cement - Germany
- Riau Bara Harum - Indonesia
- Orica Australia Pty. Ltd.
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