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Tuesday, 10 July 18
SHIPPING MARKET ANALYSIS - GEORGE LAZARIDIS
 The trade dispute saga continued over the past week, as new tariffs were put into force on Friday in both the U.S. and China and have already taken effect today morning.
These recent tariffs are on USD 34 billion worth in imports on each side and have so far been imposed with minimal reactions from markets said George Lazaridis, Head of Research & Valuations of Allied Shipping research in his latest weekly shipping research report. He further noted that, the biggest concern now being voiced is with regards to a further escalation in this trade war, with propositions for additional tariffs to be placed on a further USD 200 billion worth of goods. It looks as though the first stage in this heated trade dispute has passed with a relatively mild reaction from markets due in part to the fact that most had already been taking positions months in advance. As things stand now most economists place a limited likelihood on the potential of further escalation taking place, giving the possibility of the additional tariffs on USD 200 billion of imports a 40 per cent chance of materializing. Nevertheless, it is still worth considering the impact a further escalation would have given the comments being passed around of late. With the U.S. having already threatened of an escalation of tariffs on almost all Chinese imports and at the same time open further fronts on global car imports and NAFTA, many are now quoting a final figure of affected goods close to the USD 1 trillion mark. This figure, if reached, would be equivalent to just over a quarter of the US’s total trade with the world and around 6 percent of the total global trade in goods. That could be quite a bite and would surely have detrimental nock on effects on economic growth figures across the globe.
George Lazaridis further noted, this is however the worst-case scenario and most of us are still holding hope that things will subside much before we reach anywhere near this point. Given however the way things have developed so far, such an outcome is not entirely farfetched and outside the realm of what is possible. Considering how these increased costs would be passed on to business and final consumers, the negative affect they would have on demand is self-explanatory. The overall bit out of global growth may well be minimal at an initial stage, but when taking into account that the positive signs being seen over the past couple of years have also been more minor as well, this would lead to yet another off-balance point for the demand-supply balance in shipping. Obviously the first to feel the pinch would be containerships which had only just started to show signs of recovering, while bulk shipping would be quick to follow as the net effects take hold of the whole supply chain of the products impacted.
On the plus side, shipping is probably in its best form to deal with any of these negative scenarios, with shipping capacity growth having been curbed and not set to see any notable increases in the near future for most of the main sectors says George Lazaridis, Head of Research & Valuations of Allied Shipping research. As an indicator of this it is worth pointing to the fact that the current dry bulk orderbook stands at 8.43% of the trading fleet in terms of number of vessels, a figure which can still be considered as one of the lowest noted historically. At the same time, even under these current favorable earning conditions being seen, the fleet has only increased by 1.15% over the past six months, while given the orderbook schedule for the remaining six months, there is not much expectation for this figure to increase by too much by the end of the year. If things do eventually turn south between the U.S. and its trading partners and tit-for-tat tariffs do take hold, this capped fleet growth rate could help sustain to a certain degree a relatively favorable market in terms of earnings, George Lazaridis concluded.
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Thursday, 22 November 18
SHUT OUT OF CHINA, U.S. COAL EXPORTERS FIND FAVOUR IN INDIA, FOR NOW - REUTERS
U.S. coal exporters have effectively lost a promising market in China since the imposition of tariffs as part of the ongoing trade dispute, but so ...
Wednesday, 21 November 18
SHIPPING MARKET INSIGHT - DIMITRIS KOURTESIS
Halfway through the fourth and last quarter of the year, we spot a significant change in freight rates for tankers trading dirty, as well as on the ...
Tuesday, 20 November 18
FREIGHT RATES IN THE CRUDE OIL MARKET HAVE ALREADY PICKED UP OVER THE PAST COUPLE OF WEEKS - YIANNIS VAMVAKAS
Current geopolitical developments between Iran and the US, which have led the latter to re-impose its sanctions, have significantly affected oil pr ...
Tuesday, 20 November 18
GOLDEN ENERGY AND RESOURCES LEADS A$249M BID FOR AUSTRALIA-LISTED STANMORE COAL - THE STRAITS TIMES
Singapore-listed Golden Energy and Resources (GEAR) is leading deals worth up to A$249 million (S$250 million) to acquire Australia-listed Stanmore ...
Monday, 19 November 18
INDONESIA'S LEADING EIGHT COAL MINER'S COAL MINING CONTRACTS ARE EXPECTED TO EXPIRE BETWEEN YEAR 2019 - 2025
The Ministry of Energy and Mineral Resources (ESDM) said, eight Coal Contract of Works (CCoW) will expected to expire between 2019 to 2026, Liputan ...
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- Holcim Trading Pte Ltd - Singapore
- Energy Development Corp, Philippines
- Rio Tinto Coal - Australia
- London Commodity Brokers - England
- Sinarmas Energy and Mining - Indonesia
- Binh Thuan Hamico - Vietnam
- Straits Asia Resources Limited - Singapore
- Wood Mackenzie - Singapore
- Gujarat Mineral Development Corp Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Intertek Mineral Services - Indonesia
- Oldendorff Carriers - Singapore
- Tata Chemicals Ltd - India
- Indogreen Group - Indonesia
- GMR Energy Limited - India
- Kaltim Prima Coal - Indonesia
- Orica Mining Services - Indonesia
- Edison Trading Spa - Italy
- Goldman Sachs - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Power Finance Corporation Ltd., India
- Ind-Barath Power Infra Limited - India
- Port Waratah Coal Services - Australia
- Metalloyd Limited - United Kingdom
- Wilmar Investment Holdings
- Jindal Steel & Power Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Vizag Seaport Private Limited - India
- Coalindo Energy - Indonesia
- Bharathi Cement Corporation - India
- Indian Energy Exchange, India
- Ministry of Mines - Canada
- Sarangani Energy Corporation, Philippines
- San Jose City I Power Corp, Philippines
- Anglo American - United Kingdom
- Riau Bara Harum - Indonesia
- Borneo Indobara - Indonesia
- Lanco Infratech Ltd - India
- Sindya Power Generating Company Private Ltd
- Sree Jayajothi Cements Limited - India
- Baramulti Group, Indonesia
- Australian Coal Association
- Billiton Holdings Pty Ltd - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Uttam Galva Steels Limited - India
- TeaM Sual Corporation - Philippines
- ICICI Bank Limited - India
- International Coal Ventures Pvt Ltd - India
- Petron Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- Rashtriya Ispat Nigam Limited - India
- Trasteel International SA, Italy
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Meralco Power Generation, Philippines
- Bhushan Steel Limited - India
- Therma Luzon, Inc, Philippines
- PNOC Exploration Corporation - Philippines
- White Energy Company Limited
- Essar Steel Hazira Ltd - India
- Mercuria Energy - Indonesia
- ASAPP Information Group - India
- Kobexindo Tractors - Indoneisa
- Kalimantan Lumbung Energi - Indonesia
- GAC Shipping (India) Pvt Ltd
- Electricity Generating Authority of Thailand
- Bhoruka Overseas - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Vedanta Resources Plc - India
- Carbofer General Trading SA - India
- Parliament of New Zealand
- Central Java Power - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Karbindo Abesyapradhi - Indoneisa
- Bulk Trading Sa - Switzerland
- Electricity Authority, New Zealand
- Kideco Jaya Agung - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Merrill Lynch Commodities Europe
- Toyota Tsusho Corporation, Japan
- Agrawal Coal Company - India
- Indika Energy - Indonesia
- Formosa Plastics Group - Taiwan
- Parry Sugars Refinery, India
- Medco Energi Mining Internasional
- Singapore Mercantile Exchange
- Barasentosa Lestari - Indonesia
- Eastern Energy - Thailand
- Standard Chartered Bank - UAE
- Indo Tambangraya Megah - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Latin American Coal - Colombia
- Petrochimia International Co. Ltd.- Taiwan
- Romanian Commodities Exchange
- SMC Global Power, Philippines
- European Bulk Services B.V. - Netherlands
- McConnell Dowell - Australia
- Manunggal Multi Energi - Indonesia
- Bukit Makmur.PT - Indonesia
- Mintek Dendrill Indonesia
- PTC India Limited - India
- Antam Resourcindo - Indonesia
- Samtan Co., Ltd - South Korea
- Alfred C Toepfer International GmbH - Germany
- Savvy Resources Ltd - HongKong
- Coal and Oil Company - UAE
- Tamil Nadu electricity Board
- Coastal Gujarat Power Limited - India
- Bayan Resources Tbk. - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Marubeni Corporation - India
- The University of Queensland
- Xindia Steels Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Globalindo Alam Lestari - Indonesia
- Altura Mining Limited, Indonesia
- The Treasury - Australian Government
- Jaiprakash Power Ventures ltd
- Makarim & Taira - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Global Green Power PLC Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Independent Power Producers Association of India
- Iligan Light & Power Inc, Philippines
- Directorate Of Revenue Intelligence - India
- IHS Mccloskey Coal Group - USA
- SN Aboitiz Power Inc, Philippines
- Mjunction Services Limited - India
- Thiess Contractors Indonesia
- Kapuas Tunggal Persada - Indonesia
- Thai Mozambique Logistica
- Salva Resources Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Ministry of Transport, Egypt
- Karaikal Port Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- PowerSource Philippines DevCo
- OPG Power Generation Pvt Ltd - India
- Renaissance Capital - South Africa
- Meenaskhi Energy Private Limited - India
- Heidelberg Cement - Germany
- AsiaOL BioFuels Corp., Philippines
- The State Trading Corporation of India Ltd
- Star Paper Mills Limited - India
- Larsen & Toubro Limited - India
- Kumho Petrochemical, South Korea
- Gujarat Sidhee Cement - India
- Sakthi Sugars Limited - India
- Malabar Cements Ltd - India
- Deloitte Consulting - India
- Ambuja Cements Ltd - India
- LBH Netherlands Bv - Netherlands
- GVK Power & Infra Limited - India
- South Luzon Thermal Energy Corporation
- Maheswari Brothers Coal Limited - India
- Mercator Lines Limited - India
- Bangladesh Power Developement Board
- Cigading International Bulk Terminal - Indonesia
- Africa Commodities Group - South Africa
- Sical Logistics Limited - India
- Aditya Birla Group - India
- Energy Link Ltd, New Zealand
- Bhatia International Limited - India
- Price Waterhouse Coopers - Russia
- Ceylon Electricity Board - Sri Lanka
- New Zealand Coal & Carbon
- Kepco SPC Power Corporation, Philippines
- Semirara Mining Corp, Philippines
- Sojitz Corporation - Japan
- Global Coal Blending Company Limited - Australia
- Economic Council, Georgia
- Bukit Baiduri Energy - Indonesia
- Simpson Spence & Young - Indonesia
- VISA Power Limited - India
- Attock Cement Pakistan Limited
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Banpu Public Company Limited - Thailand
- India Bulls Power Limited - India
- Interocean Group of Companies - India
- Siam City Cement PLC, Thailand
- SMG Consultants - Indonesia
- Global Business Power Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Planning Commission, India
- Kohat Cement Company Ltd. - Pakistan
- Gujarat Electricity Regulatory Commission - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Dalmia Cement Bharat India
- Kartika Selabumi Mining - Indonesia
- Grasim Industreis Ltd - India
- Chamber of Mines of South Africa
- Ministry of Finance - Indonesia
- Chettinad Cement Corporation Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Cement Manufacturers Association - India
- Miang Besar Coal Terminal - Indonesia
- MS Steel International - UAE
- Central Electricity Authority - India
- Indonesian Coal Mining Association
- Indian Oil Corporation Limited
- Posco Energy - South Korea
- TNB Fuel Sdn Bhd - Malaysia
- Minerals Council of Australia
- Timah Investasi Mineral - Indoneisa
- Siam City Cement - Thailand
- Georgia Ports Authority, United States
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Madhucon Powers Ltd - India
- IEA Clean Coal Centre - UK
- Videocon Industries ltd - India
- CNBM International Corporation - China
- Eastern Coal Council - USA
- Commonwealth Bank - Australia
- Maharashtra Electricity Regulatory Commission - India
- Orica Australia Pty. Ltd.
- Offshore Bulk Terminal Pte Ltd, Singapore
- Australian Commodity Traders Exchange
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