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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, 03 August 18
HBA HAS RISEN 28.41 PER CENT IN A YEAR TO BE AT THEIR HIGHEST LEVELS SINCE JANUARY 2012
COALspot.com: The benchmark price of Indonesian thermal coal has risen 28.41 per cent in a year to be at their highest levels since January 2012.&n ...
Thursday, 02 August 18
INDO / CHINA COAL RV'S IS PAYING AROUND USD 11,000 TO SUPRAS BSS DELIVERY SINGAPORE - FEARNLEYS
Capesize
The counter seasonally strong market during the summer months bodes well for the remainder of the year.
According ...
Wednesday, 01 August 18
JOKOWI CANCELS PLAN TO REVOKE COAL DMO - JP
President Joko "Jokowi" Widodo on Tuesday has canceled the government’s plan to revoke the domestic market obligation (DMO) for coa ...
Wednesday, 01 August 18
SHIPPING MARKET INSIGHT - GIANNIS ANDRITSOPOULOS
The dry bulk market activity over the past four weeks has remained stable when compared to the previous months. There are concerns with regards to ...
Tuesday, 31 July 18
INDONESIA UNLIKELY TO CHANGE COAL SUPPLY, PRICING RULES UNTIL 2019 - REUTERS
Indonesia is unlikely to change its rules on domestic coal supply and pricing until 2019, Coordinating Maritime Minister Luhut Pandjaitan said on M ...
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- Mjunction Services Limited - India
- Billiton Holdings Pty Ltd - Australia
- Holcim Trading Pte Ltd - Singapore
- Merrill Lynch Commodities Europe
- Latin American Coal - Colombia
- Energy Link Ltd, New Zealand
- Renaissance Capital - South Africa
- Coalindo Energy - Indonesia
- Global Business Power Corporation, Philippines
- Kepco SPC Power Corporation, Philippines
- SMC Global Power, Philippines
- Kapuas Tunggal Persada - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Rashtriya Ispat Nigam Limited - India
- Medco Energi Mining Internasional
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sree Jayajothi Cements Limited - India
- Central Java Power - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Central Electricity Authority - India
- PowerSource Philippines DevCo
- Iligan Light & Power Inc, Philippines
- The Treasury - Australian Government
- Meralco Power Generation, Philippines
- ICICI Bank Limited - India
- Orica Australia Pty. Ltd.
- Binh Thuan Hamico - Vietnam
- Indian Energy Exchange, India
- Sojitz Corporation - Japan
- Salva Resources Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- PNOC Exploration Corporation - Philippines
- Kobexindo Tractors - Indoneisa
- Standard Chartered Bank - UAE
- Energy Development Corp, Philippines
- McConnell Dowell - Australia
- Meenaskhi Energy Private Limited - India
- Sical Logistics Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Port Waratah Coal Services - Australia
- Savvy Resources Ltd - HongKong
- Orica Mining Services - Indonesia
- Sindya Power Generating Company Private Ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- South Luzon Thermal Energy Corporation
- Wilmar Investment Holdings
- Xindia Steels Limited - India
- Bukit Baiduri Energy - Indonesia
- Gujarat Sidhee Cement - India
- Samtan Co., Ltd - South Korea
- Karbindo Abesyapradhi - Indoneisa
- Maharashtra Electricity Regulatory Commission - India
- Global Coal Blending Company Limited - Australia
- Global Green Power PLC Corporation, Philippines
- MS Steel International - UAE
- Ambuja Cements Ltd - India
- Altura Mining Limited, Indonesia
- Kideco Jaya Agung - Indonesia
- Siam City Cement PLC, Thailand
- International Coal Ventures Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Maheswari Brothers Coal Limited - India
- Coastal Gujarat Power Limited - India
- Star Paper Mills Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bhoruka Overseas - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Deloitte Consulting - India
- Kartika Selabumi Mining - Indonesia
- Dalmia Cement Bharat India
- Independent Power Producers Association of India
- Sakthi Sugars Limited - India
- Makarim & Taira - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Aboitiz Power Corporation - Philippines
- Minerals Council of Australia
- Formosa Plastics Group - Taiwan
- Price Waterhouse Coopers - Russia
- Semirara Mining Corp, Philippines
- Eastern Energy - Thailand
- Ministry of Transport, Egypt
- Thai Mozambique Logistica
- Petrochimia International Co. Ltd.- Taiwan
- PTC India Limited - India
- Ministry of Mines - Canada
- Thiess Contractors Indonesia
- Trasteel International SA, Italy
- Australian Commodity Traders Exchange
- Miang Besar Coal Terminal - Indonesia
- ASAPP Information Group - India
- VISA Power Limited - India
- Jindal Steel & Power Ltd - India
- Videocon Industries ltd - India
- Borneo Indobara - Indonesia
- Banpu Public Company Limited - Thailand
- Marubeni Corporation - India
- Gujarat Mineral Development Corp Ltd - India
- Power Finance Corporation Ltd., India
- Petron Corporation, Philippines
- Planning Commission, India
- Indo Tambangraya Megah - Indonesia
- Commonwealth Bank - Australia
- Jaiprakash Power Ventures ltd
- Bangladesh Power Developement Board
- Kaltim Prima Coal - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Indonesian Coal Mining Association
- GMR Energy Limited - India
- Anglo American - United Kingdom
- Manunggal Multi Energi - Indonesia
- Parliament of New Zealand
- Posco Energy - South Korea
- Larsen & Toubro Limited - India
- SN Aboitiz Power Inc, Philippines
- Electricity Authority, New Zealand
- Globalindo Alam Lestari - Indonesia
- Bayan Resources Tbk. - Indonesia
- Pendopo Energi Batubara - Indonesia
- Kumho Petrochemical, South Korea
- OPG Power Generation Pvt Ltd - India
- Singapore Mercantile Exchange
- Heidelberg Cement - Germany
- Electricity Generating Authority of Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Timah Investasi Mineral - Indoneisa
- TeaM Sual Corporation - Philippines
- Kohat Cement Company Ltd. - Pakistan
- GAC Shipping (India) Pvt Ltd
- Mintek Dendrill Indonesia
- Gujarat Electricity Regulatory Commission - India
- GN Power Mariveles Coal Plant, Philippines
- GVK Power & Infra Limited - India
- Australian Coal Association
- Toyota Tsusho Corporation, Japan
- Indika Energy - Indonesia
- Metalloyd Limited - United Kingdom
- Baramulti Group, Indonesia
- Madhucon Powers Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Riau Bara Harum - Indonesia
- Bhushan Steel Limited - India
- Africa Commodities Group - South Africa
- Goldman Sachs - Singapore
- Simpson Spence & Young - Indonesia
- Therma Luzon, Inc, Philippines
- Bukit Makmur.PT - Indonesia
- Tata Chemicals Ltd - India
- Grasim Industreis Ltd - India
- Siam City Cement - Thailand
- IEA Clean Coal Centre - UK
- Indian Oil Corporation Limited
- Aditya Birla Group - India
- Bukit Asam (Persero) Tbk - Indonesia
- Ministry of Finance - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Ind-Barath Power Infra Limited - India
- Coal and Oil Company - UAE
- Interocean Group of Companies - India
- Uttam Galva Steels Limited - India
- Indogreen Group - Indonesia
- White Energy Company Limited
- Bharathi Cement Corporation - India
- Cement Manufacturers Association - India
- Jorong Barutama Greston.PT - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Antam Resourcindo - Indonesia
- CNBM International Corporation - China
- Kalimantan Lumbung Energi - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Vizag Seaport Private Limited - India
- Tamil Nadu electricity Board
- Barasentosa Lestari - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Lanco Infratech Ltd - India
- Sarangani Energy Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Directorate Of Revenue Intelligence - India
- SMG Consultants - Indonesia
- The State Trading Corporation of India Ltd
- European Bulk Services B.V. - Netherlands
- India Bulls Power Limited - India
- Mercator Lines Limited - India
- The University of Queensland
- Oldendorff Carriers - Singapore
- Semirara Mining and Power Corporation, Philippines
- Parry Sugars Refinery, India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Chettinad Cement Corporation Ltd - India
- Karaikal Port Pvt Ltd - India
- Carbofer General Trading SA - India
- Krishnapatnam Port Company Ltd. - India
- CIMB Investment Bank - Malaysia
- IHS Mccloskey Coal Group - USA
- Bulk Trading Sa - Switzerland
- Bhatia International Limited - India
- Edison Trading Spa - Italy
- Mercuria Energy - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Wood Mackenzie - Singapore
- Vedanta Resources Plc - India
- Georgia Ports Authority, United States
- Straits Asia Resources Limited - Singapore
- San Jose City I Power Corp, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Chamber of Mines of South Africa
- Rio Tinto Coal - Australia
- Romanian Commodities Exchange
- Attock Cement Pakistan Limited
- Essar Steel Hazira Ltd - India
- London Commodity Brokers - England
- Economic Council, Georgia
- Malabar Cements Ltd - India
- Eastern Coal Council - USA
- New Zealand Coal & Carbon
- Agrawal Coal Company - India
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