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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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Friday, 02 November 18
COAL FETCHES 102% PREMIUM IN E-AUCTION, SURPASSING THE EARLIER HIGHEST OF 95% - FINANCIAL EXPRESS
Coal prices have received a premium of 102% in spot e-auction during September 2018, surpassing the earlier highest of 95% premium during the spot ...
Friday, 02 November 18
CHINA: COAL CONSUMPTION POSTS STRONG GROWTH ON BACK OF POWER GENERATION DEMAND - CHINA DAILY
China’s energy consumption experienced continuous rebound during the first three quarters in 2018, National Energy Administration announced o ...
Thursday, 01 November 18
IMO 2020 - EXPLORING THE OPTION OF SOX SCRUBBERS - SIDDHARTH MAHAJAN, GARD
KNOWLEDGE TO ELEVATE
There are four possible methods of compliance:
1.use VLSFO (very low Sulphur oil) or blends;
2,use dis ...
Wednesday, 31 October 18
INDIA: COAL IMPORTS SURGE ON DOMESTIC SHORT SUPPLY - HINDU
Shortage of thermal coal supply in India has pushed imports up to 85 million tonnes (mt) in the first half of the current fiscal compared to 75 mt ...
Wednesday, 31 October 18
SHIPPING MARKET INSIGHT - APOSTOLOS ROMPOPOULOS
Since the IMO’s 2020 global cap on sulphur in marine fuels is coming into force, ship-owners have to decide whether they will operate using e ...
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- Meenaskhi Energy Private Limited - India
- Aditya Birla Group - India
- Bukit Makmur.PT - Indonesia
- Banpu Public Company Limited - Thailand
- GN Power Mariveles Coal Plant, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Coastal Gujarat Power Limited - India
- Indian Oil Corporation Limited
- Savvy Resources Ltd - HongKong
- Gujarat Electricity Regulatory Commission - India
- Wood Mackenzie - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Ministry of Mines - Canada
- Vijayanagar Sugar Pvt Ltd - India
- Thiess Contractors Indonesia
- Antam Resourcindo - Indonesia
- Siam City Cement PLC, Thailand
- Heidelberg Cement - Germany
- Videocon Industries ltd - India
- Merrill Lynch Commodities Europe
- Deloitte Consulting - India
- Independent Power Producers Association of India
- Kepco SPC Power Corporation, Philippines
- Siam City Cement - Thailand
- Central Electricity Authority - India
- GVK Power & Infra Limited - India
- Sarangani Energy Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Intertek Mineral Services - Indonesia
- Price Waterhouse Coopers - Russia
- Energy Link Ltd, New Zealand
- Coal and Oil Company - UAE
- Sical Logistics Limited - India
- Singapore Mercantile Exchange
- Tamil Nadu electricity Board
- Metalloyd Limited - United Kingdom
- Goldman Sachs - Singapore
- Mintek Dendrill Indonesia
- OPG Power Generation Pvt Ltd - India
- Latin American Coal - Colombia
- Aboitiz Power Corporation - Philippines
- MS Steel International - UAE
- Neyveli Lignite Corporation Ltd, - India
- Jorong Barutama Greston.PT - Indonesia
- Karaikal Port Pvt Ltd - India
- Larsen & Toubro Limited - India
- Mjunction Services Limited - India
- Wilmar Investment Holdings
- Directorate General of MIneral and Coal - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Minerals Council of Australia
- Electricity Generating Authority of Thailand
- GAC Shipping (India) Pvt Ltd
- Georgia Ports Authority, United States
- Chamber of Mines of South Africa
- The Treasury - Australian Government
- Vedanta Resources Plc - India
- Bhatia International Limited - India
- Bayan Resources Tbk. - Indonesia
- New Zealand Coal & Carbon
- ICICI Bank Limited - India
- Star Paper Mills Limited - India
- Samtan Co., Ltd - South Korea
- Sindya Power Generating Company Private Ltd
- Rashtriya Ispat Nigam Limited - India
- Thai Mozambique Logistica
- Indonesian Coal Mining Association
- Cement Manufacturers Association - India
- Marubeni Corporation - India
- Attock Cement Pakistan Limited
- Salva Resources Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Vizag Seaport Private Limited - India
- Gujarat Sidhee Cement - India
- Port Waratah Coal Services - Australia
- International Coal Ventures Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Indogreen Group - Indonesia
- Bhushan Steel Limited - India
- Jaiprakash Power Ventures ltd
- Eastern Coal Council - USA
- Kartika Selabumi Mining - Indonesia
- Globalindo Alam Lestari - Indonesia
- Simpson Spence & Young - Indonesia
- Indo Tambangraya Megah - Indonesia
- Altura Mining Limited, Indonesia
- Medco Energi Mining Internasional
- Energy Development Corp, Philippines
- Straits Asia Resources Limited - Singapore
- PowerSource Philippines DevCo
- Kideco Jaya Agung - Indonesia
- Toyota Tsusho Corporation, Japan
- White Energy Company Limited
- Alfred C Toepfer International GmbH - Germany
- Grasim Industreis Ltd - India
- Sakthi Sugars Limited - India
- Global Green Power PLC Corporation, Philippines
- Mercuria Energy - Indonesia
- GMR Energy Limited - India
- Iligan Light & Power Inc, Philippines
- Commonwealth Bank - Australia
- Bulk Trading Sa - Switzerland
- TNB Fuel Sdn Bhd - Malaysia
- PTC India Limited - India
- Interocean Group of Companies - India
- Agrawal Coal Company - India
- Posco Energy - South Korea
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Africa Commodities Group - South Africa
- VISA Power Limited - India
- Bukit Baiduri Energy - Indonesia
- Timah Investasi Mineral - Indoneisa
- Semirara Mining and Power Corporation, Philippines
- Central Java Power - Indonesia
- Australian Commodity Traders Exchange
- IEA Clean Coal Centre - UK
- Riau Bara Harum - Indonesia
- Binh Thuan Hamico - Vietnam
- SMG Consultants - Indonesia
- The State Trading Corporation of India Ltd
- PNOC Exploration Corporation - Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kobexindo Tractors - Indoneisa
- Global Coal Blending Company Limited - Australia
- Holcim Trading Pte Ltd - Singapore
- Eastern Energy - Thailand
- ASAPP Information Group - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Romanian Commodities Exchange
- TeaM Sual Corporation - Philippines
- London Commodity Brokers - England
- Cigading International Bulk Terminal - Indonesia
- Bhoruka Overseas - Indonesia
- Maheswari Brothers Coal Limited - India
- IHS Mccloskey Coal Group - USA
- Rio Tinto Coal - Australia
- Madhucon Powers Ltd - India
- Dalmia Cement Bharat India
- Power Finance Corporation Ltd., India
- Sinarmas Energy and Mining - Indonesia
- Essar Steel Hazira Ltd - India
- Standard Chartered Bank - UAE
- Malabar Cements Ltd - India
- European Bulk Services B.V. - Netherlands
- Sojitz Corporation - Japan
- Semirara Mining Corp, Philippines
- India Bulls Power Limited - India
- Indian Energy Exchange, India
- Electricity Authority, New Zealand
- Ministry of Finance - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Petron Corporation, Philippines
- The University of Queensland
- PetroVietnam Power Coal Import and Supply Company
- Chettinad Cement Corporation Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Renaissance Capital - South Africa
- Mercator Lines Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Global Business Power Corporation, Philippines
- Anglo American - United Kingdom
- Pipit Mutiara Jaya. PT, Indonesia
- SN Aboitiz Power Inc, Philippines
- Uttam Galva Steels Limited - India
- Tata Chemicals Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Kumho Petrochemical, South Korea
- Orica Mining Services - Indonesia
- Kaltim Prima Coal - Indonesia
- Meralco Power Generation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- CNBM International Corporation - China
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Edison Trading Spa - Italy
- Formosa Plastics Group - Taiwan
- Planning Commission, India
- Carbofer General Trading SA - India
- Parry Sugars Refinery, India
- Xindia Steels Limited - India
- Directorate Of Revenue Intelligence - India
- Barasentosa Lestari - Indonesia
- Sree Jayajothi Cements Limited - India
- Parliament of New Zealand
- Bangladesh Power Developement Board
- Australian Coal Association
- South Luzon Thermal Energy Corporation
- Manunggal Multi Energi - Indonesia
- Bharathi Cement Corporation - India
- Coalindo Energy - Indonesia
- McConnell Dowell - Australia
- Makarim & Taira - Indonesia
- Trasteel International SA, Italy
- Borneo Indobara - Indonesia
- Ind-Barath Power Infra Limited - India
- Lanco Infratech Ltd - India
- Economic Council, Georgia
- Therma Luzon, Inc, Philippines
- Oldendorff Carriers - Singapore
- Baramulti Group, Indonesia
- Ambuja Cements Ltd - India
- Orica Australia Pty. Ltd.
- Ministry of Transport, Egypt
- Pendopo Energi Batubara - Indonesia
- Miang Besar Coal Terminal - Indonesia
- SMC Global Power, Philippines
- Jindal Steel & Power Ltd - India
- CIMB Investment Bank - Malaysia
- Krishnapatnam Port Company Ltd. - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indika Energy - Indonesia
- Leighton Contractors Pty Ltd - Australia
- San Jose City I Power Corp, Philippines
- Maharashtra Electricity Regulatory Commission - India
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