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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, 05 September 18
ASIAN DEMAND COULD CREATE DEFICIT IN GLOBAL LNG MARKET - FITCH RATINGS
Growing gas demand from Asia, particularly from China, could swing the liquefied natural gas (LNG) market into a deficit by 2022-2025, Fitch Rating ...
Tuesday, 04 September 18
SUPRAMAX: THE ASIAN SECTOR REMAINED ACTIVE WITH RATES STILL FIRM ESPECIALLY IN SE ASIA - BALTIC BRIEFING
Capesize
A turnaround in fortunes for the big ships, with a few slower days in the market. A build-up of tonnage and a lack of Brazil cargoes r ...
Thursday, 30 August 18
SUPRAMAX: CIS COAL TO FAR EAST WENT AT MID TENS AND TO SE ASIA AT CA USD 8000 - FEARNLEYS
Capesize
There was a slow start this week with holiday in UK on Monday. The index has been slowly coming off since then; The C5 route has seen ...
Wednesday, 29 August 18
MID-YEAR FY19 POWER OUTLOOK: IMPORTED COAL REQUIREMENT TO INCREASE DURING REMAINING FY19: IND-RA
India Ratings and Research (Ind-Ra) has maintained a stable-to-negative outlook on the Indian power sector for the remaining FY19, despite a rise i ...
Wednesday, 29 August 18
IMPACT ON CHARTERPARTIES - TIME TO ACT NOW : NORTH P&I CLUB
KNOWLEDGE TO ELEVATE
The challenges introduced by the global sulphur cap are not exclusively technical. The new limits are likely to impact co ...
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Showing 1631 to 1635 news of total 6871 |
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- Renaissance Capital - South Africa
- Aboitiz Power Corporation - Philippines
- Oldendorff Carriers - Singapore
- CNBM International Corporation - China
- Port Waratah Coal Services - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Interocean Group of Companies - India
- Posco Energy - South Korea
- Metalloyd Limited - United Kingdom
- Planning Commission, India
- Vedanta Resources Plc - India
- ICICI Bank Limited - India
- Carbofer General Trading SA - India
- Kohat Cement Company Ltd. - Pakistan
- Asmin Koalindo Tuhup - Indonesia
- Timah Investasi Mineral - Indoneisa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Deloitte Consulting - India
- Videocon Industries ltd - India
- Banpu Public Company Limited - Thailand
- Binh Thuan Hamico - Vietnam
- Mercator Lines Limited - India
- Sarangani Energy Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Orica Mining Services - Indonesia
- Directorate Of Revenue Intelligence - India
- Electricity Authority, New Zealand
- IEA Clean Coal Centre - UK
- Sical Logistics Limited - India
- Manunggal Multi Energi - Indonesia
- PNOC Exploration Corporation - Philippines
- Ministry of Transport, Egypt
- Global Coal Blending Company Limited - Australia
- The Treasury - Australian Government
- Mintek Dendrill Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Edison Trading Spa - Italy
- Ministry of Mines - Canada
- Parry Sugars Refinery, India
- OPG Power Generation Pvt Ltd - India
- Baramulti Group, Indonesia
- Makarim & Taira - Indonesia
- Merrill Lynch Commodities Europe
- Energy Development Corp, Philippines
- Semirara Mining Corp, Philippines
- Global Business Power Corporation, Philippines
- Tata Chemicals Ltd - India
- Eastern Energy - Thailand
- Indian Oil Corporation Limited
- Kideco Jaya Agung - Indonesia
- VISA Power Limited - India
- Medco Energi Mining Internasional
- The State Trading Corporation of India Ltd
- Formosa Plastics Group - Taiwan
- Altura Mining Limited, Indonesia
- Bhushan Steel Limited - India
- Pendopo Energi Batubara - Indonesia
- Central Java Power - Indonesia
- Larsen & Toubro Limited - India
- SN Aboitiz Power Inc, Philippines
- Sojitz Corporation - Japan
- Lanco Infratech Ltd - India
- Dalmia Cement Bharat India
- Energy Link Ltd, New Zealand
- Central Electricity Authority - India
- Agrawal Coal Company - India
- South Luzon Thermal Energy Corporation
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kumho Petrochemical, South Korea
- Bukit Baiduri Energy - Indonesia
- Sree Jayajothi Cements Limited - India
- Africa Commodities Group - South Africa
- Meralco Power Generation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Maheswari Brothers Coal Limited - India
- Marubeni Corporation - India
- Holcim Trading Pte Ltd - Singapore
- Gujarat Mineral Development Corp Ltd - India
- PTC India Limited - India
- Uttam Galva Steels Limited - India
- Chettinad Cement Corporation Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Bhoruka Overseas - Indonesia
- Bangladesh Power Developement Board
- Indian Energy Exchange, India
- Independent Power Producers Association of India
- Sindya Power Generating Company Private Ltd
- Billiton Holdings Pty Ltd - Australia
- Alfred C Toepfer International GmbH - Germany
- Anglo American - United Kingdom
- European Bulk Services B.V. - Netherlands
- Singapore Mercantile Exchange
- Straits Asia Resources Limited - Singapore
- Tamil Nadu electricity Board
- MS Steel International - UAE
- London Commodity Brokers - England
- Ambuja Cements Ltd - India
- Xindia Steels Limited - India
- GVK Power & Infra Limited - India
- Thai Mozambique Logistica
- LBH Netherlands Bv - Netherlands
- Aditya Birla Group - India
- The University of Queensland
- Kobexindo Tractors - Indoneisa
- Coal and Oil Company - UAE
- AsiaOL BioFuels Corp., Philippines
- Commonwealth Bank - Australia
- GMR Energy Limited - India
- Indogreen Group - Indonesia
- Indonesian Coal Mining Association
- Pipit Mutiara Jaya. PT, Indonesia
- Coalindo Energy - Indonesia
- Ind-Barath Power Infra Limited - India
- Power Finance Corporation Ltd., India
- Toyota Tsusho Corporation, Japan
- Bahari Cakrawala Sebuku - Indonesia
- Riau Bara Harum - Indonesia
- Savvy Resources Ltd - HongKong
- Bayan Resources Tbk. - Indonesia
- New Zealand Coal & Carbon
- TeaM Sual Corporation - Philippines
- Thiess Contractors Indonesia
- Bhatia International Limited - India
- Mjunction Services Limited - India
- Leighton Contractors Pty Ltd - Australia
- PowerSource Philippines DevCo
- Coastal Gujarat Power Limited - India
- Sakthi Sugars Limited - India
- Latin American Coal - Colombia
- Bulk Trading Sa - Switzerland
- Attock Cement Pakistan Limited
- Indika Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Jindal Steel & Power Ltd - India
- Heidelberg Cement - Germany
- Offshore Bulk Terminal Pte Ltd, Singapore
- Eastern Coal Council - USA
- Essar Steel Hazira Ltd - India
- Bukit Makmur.PT - Indonesia
- San Jose City I Power Corp, Philippines
- Star Paper Mills Limited - India
- India Bulls Power Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Global Green Power PLC Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Simpson Spence & Young - Indonesia
- Rashtriya Ispat Nigam Limited - India
- McConnell Dowell - Australia
- Karaikal Port Pvt Ltd - India
- Cement Manufacturers Association - India
- Ministry of Finance - Indonesia
- Electricity Generating Authority of Thailand
- Goldman Sachs - Singapore
- Grasim Industreis Ltd - India
- Price Waterhouse Coopers - Russia
- Samtan Co., Ltd - South Korea
- IHS Mccloskey Coal Group - USA
- Mercuria Energy - Indonesia
- Georgia Ports Authority, United States
- Antam Resourcindo - Indonesia
- ASAPP Information Group - India
- Maharashtra Electricity Regulatory Commission - India
- Wood Mackenzie - Singapore
- Kapuas Tunggal Persada - Indonesia
- Iligan Light & Power Inc, Philippines
- Salva Resources Pvt Ltd - India
- Madhucon Powers Ltd - India
- Rio Tinto Coal - Australia
- Chamber of Mines of South Africa
- Jorong Barutama Greston.PT - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Meenaskhi Energy Private Limited - India
- Petron Corporation, Philippines
- Parliament of New Zealand
- PetroVietnam Power Coal Import and Supply Company
- White Energy Company Limited
- Barasentosa Lestari - Indonesia
- CIMB Investment Bank - Malaysia
- Semirara Mining and Power Corporation, Philippines
- Globalindo Alam Lestari - Indonesia
- Minerals Council of Australia
- Indo Tambangraya Megah - Indonesia
- Economic Council, Georgia
- Kartika Selabumi Mining - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- GAC Shipping (India) Pvt Ltd
- Bharathi Cement Corporation - India
- Gujarat Sidhee Cement - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Directorate General of MIneral and Coal - Indonesia
- Ceylon Electricity Board - Sri Lanka
- SMG Consultants - Indonesia
- SMC Global Power, Philippines
- Trasteel International SA, Italy
- Borneo Indobara - Indonesia
- Malabar Cements Ltd - India
- Australian Commodity Traders Exchange
- Therma Luzon, Inc, Philippines
- Wilmar Investment Holdings
- Orica Australia Pty. Ltd.
- Krishnapatnam Port Company Ltd. - India
- Standard Chartered Bank - UAE
- Miang Besar Coal Terminal - Indonesia
- Jaiprakash Power Ventures ltd
- Intertek Mineral Services - Indonesia
- International Coal Ventures Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Vizag Seaport Private Limited - India
- Kepco SPC Power Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Kaltim Prima Coal - Indonesia
- Australian Coal Association
- Romanian Commodities Exchange
- Cigading International Bulk Terminal - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Siam City Cement - Thailand
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