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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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Wednesday, 12 September 18
MARINE BUNKERS: THE END OF THE WORLD AS WE KNOW IT - IBIA
KNOWLEDGE TO ELEVATE
The world of bunkers is heading for rapid and fundamental changes and not just because of the 0.50% sulphur cap in 2020. ...
Wednesday, 12 September 18
SHIPPING MARKET INSIGHT - THEODORE NTALAKOS
A recovery in the shipping market since last year has buoyed optimism amongst the people in the industry. Yet if you are to ask most ship-owners if ...
Monday, 10 September 18
HANDYSIZE: PERIOD ACTIVITY REMAINED LIMITED WITH A 37,000DWT REPORTEDLY FIXED FOR FOUR TO SIX MONTHS AT $10,500, OPEN IN MALAYSIA IN MID-SEPTEMBER - BALTIC BRIEFING
Capesize
Rates came under pressure for the big ships last week, despite paper values holding at reasonable levels as these trades continued to ...
Thursday, 06 September 18
INDONESIAN COAL PRICE REFERENCE FALLS FOR FIRST TIME IN 3 MONTHS
COALspot.com: The benchmark price of Indonesian thermal coal falls for first time in three months.
According to the latest min ...
Thursday, 06 September 18
SUPRAMAX: SE ASIA-INDO ROUNDS WITH COAL HAVE BEEN CONCLUDED IN THE $13000S RANGE - FEARNLEYS
Capesize
The big ships experiencing a bump in the road towards what is commonly expected to be by far the best period of this year. Average dai ...
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Showing 1626 to 1630 news of total 6871 |
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- Lanco Infratech Ltd - India
- Goldman Sachs - Singapore
- Bukit Makmur.PT - Indonesia
- Samtan Co., Ltd - South Korea
- Global Business Power Corporation, Philippines
- Agrawal Coal Company - India
- Cement Manufacturers Association - India
- Altura Mining Limited, Indonesia
- Mintek Dendrill Indonesia
- Anglo American - United Kingdom
- Bukit Asam (Persero) Tbk - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Xindia Steels Limited - India
- Bhatia International Limited - India
- Attock Cement Pakistan Limited
- PTC India Limited - India
- Eastern Coal Council - USA
- Ceylon Electricity Board - Sri Lanka
- Riau Bara Harum - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Dalmia Cement Bharat India
- Deloitte Consulting - India
- Karbindo Abesyapradhi - Indoneisa
- TeaM Sual Corporation - Philippines
- Vedanta Resources Plc - India
- Vijayanagar Sugar Pvt Ltd - India
- Indian Oil Corporation Limited
- Indonesian Coal Mining Association
- Kumho Petrochemical, South Korea
- CIMB Investment Bank - Malaysia
- SMG Consultants - Indonesia
- PowerSource Philippines DevCo
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ministry of Transport, Egypt
- The University of Queensland
- Holcim Trading Pte Ltd - Singapore
- International Coal Ventures Pvt Ltd - India
- Ministry of Mines - Canada
- OPG Power Generation Pvt Ltd - India
- Mjunction Services Limited - India
- Central Java Power - Indonesia
- Aboitiz Power Corporation - Philippines
- Orica Mining Services - Indonesia
- Eastern Energy - Thailand
- Ministry of Finance - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Heidelberg Cement - Germany
- GN Power Mariveles Coal Plant, Philippines
- Malabar Cements Ltd - India
- Meralco Power Generation, Philippines
- McConnell Dowell - Australia
- European Bulk Services B.V. - Netherlands
- Directorate Of Revenue Intelligence - India
- Tata Chemicals Ltd - India
- Thiess Contractors Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Mercator Lines Limited - India
- Bangladesh Power Developement Board
- Therma Luzon, Inc, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Central Electricity Authority - India
- Formosa Plastics Group - Taiwan
- Sree Jayajothi Cements Limited - India
- Indo Tambangraya Megah - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Star Paper Mills Limited - India
- Essar Steel Hazira Ltd - India
- ASAPP Information Group - India
- London Commodity Brokers - England
- Grasim Industreis Ltd - India
- Ambuja Cements Ltd - India
- Coal and Oil Company - UAE
- VISA Power Limited - India
- Energy Link Ltd, New Zealand
- Commonwealth Bank - Australia
- Romanian Commodities Exchange
- Price Waterhouse Coopers - Russia
- Australian Commodity Traders Exchange
- Bharathi Cement Corporation - India
- Mercuria Energy - Indonesia
- Posco Energy - South Korea
- Sindya Power Generating Company Private Ltd
- Semirara Mining Corp, Philippines
- Wilmar Investment Holdings
- Borneo Indobara - Indonesia
- Sojitz Corporation - Japan
- Kalimantan Lumbung Energi - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Bhoruka Overseas - Indonesia
- Savvy Resources Ltd - HongKong
- Marubeni Corporation - India
- IEA Clean Coal Centre - UK
- PNOC Exploration Corporation - Philippines
- Baramulti Group, Indonesia
- Wood Mackenzie - Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Manunggal Multi Energi - Indonesia
- South Luzon Thermal Energy Corporation
- Toyota Tsusho Corporation, Japan
- Gujarat Sidhee Cement - India
- Leighton Contractors Pty Ltd - Australia
- New Zealand Coal & Carbon
- Power Finance Corporation Ltd., India
- Coalindo Energy - Indonesia
- Pendopo Energi Batubara - Indonesia
- Thai Mozambique Logistica
- Tamil Nadu electricity Board
- Gujarat Mineral Development Corp Ltd - India
- Australian Coal Association
- Minerals Council of Australia
- Standard Chartered Bank - UAE
- CNBM International Corporation - China
- Iligan Light & Power Inc, Philippines
- Globalindo Alam Lestari - Indonesia
- Economic Council, Georgia
- ICICI Bank Limited - India
- Georgia Ports Authority, United States
- Port Waratah Coal Services - Australia
- The State Trading Corporation of India Ltd
- Sakthi Sugars Limited - India
- San Jose City I Power Corp, Philippines
- Petron Corporation, Philippines
- Carbofer General Trading SA - India
- Pipit Mutiara Jaya. PT, Indonesia
- Videocon Industries ltd - India
- Alfred C Toepfer International GmbH - Germany
- Semirara Mining and Power Corporation, Philippines
- Sical Logistics Limited - India
- Kideco Jaya Agung - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Timah Investasi Mineral - Indoneisa
- Kohat Cement Company Ltd. - Pakistan
- Trasteel International SA, Italy
- PetroVietnam Power Coal Import and Supply Company
- Maheswari Brothers Coal Limited - India
- Binh Thuan Hamico - Vietnam
- Makarim & Taira - Indonesia
- Edison Trading Spa - Italy
- Antam Resourcindo - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Interocean Group of Companies - India
- Kepco SPC Power Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- White Energy Company Limited
- Bukit Baiduri Energy - Indonesia
- Energy Development Corp, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Siam City Cement - Thailand
- Karaikal Port Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- India Bulls Power Limited - India
- Kobexindo Tractors - Indoneisa
- Chamber of Mines of South Africa
- Uttam Galva Steels Limited - India
- Electricity Generating Authority of Thailand
- Asmin Koalindo Tuhup - Indonesia
- IHS Mccloskey Coal Group - USA
- Indogreen Group - Indonesia
- Meenaskhi Energy Private Limited - India
- Kapuas Tunggal Persada - Indonesia
- GVK Power & Infra Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Intertek Mineral Services - Indonesia
- Siam City Cement PLC, Thailand
- Bhushan Steel Limited - India
- Sinarmas Energy and Mining - Indonesia
- Barasentosa Lestari - Indonesia
- GMR Energy Limited - India
- Bayan Resources Tbk. - Indonesia
- Indian Energy Exchange, India
- Simpson Spence & Young - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Global Green Power PLC Corporation, Philippines
- Indika Energy - Indonesia
- Independent Power Producers Association of India
- SN Aboitiz Power Inc, Philippines
- Latin American Coal - Colombia
- Global Coal Blending Company Limited - Australia
- Metalloyd Limited - United Kingdom
- Rio Tinto Coal - Australia
- Parry Sugars Refinery, India
- Salva Resources Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Parliament of New Zealand
- Orica Australia Pty. Ltd.
- SMC Global Power, Philippines
- Sarangani Energy Corporation, Philippines
- Coastal Gujarat Power Limited - India
- Renaissance Capital - South Africa
- Bulk Trading Sa - Switzerland
- Aditya Birla Group - India
- Singapore Mercantile Exchange
- AsiaOL BioFuels Corp., Philippines
- Straits Asia Resources Limited - Singapore
- Rashtriya Ispat Nigam Limited - India
- Larsen & Toubro Limited - India
- Planning Commission, India
- Africa Commodities Group - South Africa
- Ind-Barath Power Infra Limited - India
- Vizag Seaport Private Limited - India
- Medco Energi Mining Internasional
- The Treasury - Australian Government
- Madhucon Powers Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Oldendorff Carriers - Singapore
- Jindal Steel & Power Ltd - India
- Kaltim Prima Coal - Indonesia
- Jaiprakash Power Ventures ltd
- GAC Shipping (India) Pvt Ltd
- Merrill Lynch Commodities Europe
- Chettinad Cement Corporation Ltd - India
- MS Steel International - UAE
- Banpu Public Company Limited - Thailand
- Petrochimia International Co. Ltd.- Taiwan
- Electricity Authority, New Zealand
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