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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, 06 July 18
HOW FLEET SIZE, CORPORATE PROFILE AND STRATEGY ARE DECIDING FACTORS IN SELECTING AN APPROPRIATE FINANCING STRATEGY - PWC
KNOWLEDGE TO ELEVATE
The challenges that shipping companies are facing when selecting an appropriate financing strategy during the current per ...
Friday, 06 July 18
INDIA: GOVT TO RELAX CURBS ON INDIAN FIRMS CHARTERING FOREIGN SHIPS - HINDU BUSINESS LINE
The Ministry of Shipping is clearly in reform mode. On the heels of the recent relaxation of the cabotage law, which allows foreign flag vessels to ...
Friday, 06 July 18
AUSTRALIAN NEWCASTLE SPOT COAL PRICES HIT $120 FOR 1ST TIME SINCE 2012 - REUTERS
Australian thermal coal prices have broken through $120 per tonne for the first time since 2012, driven up by strong consumption in Asia and spot m ...
Thursday, 05 July 18
WHAT THE FAILED GLENCORE-TOHOKU COAL TALKS MEAN FOR THE MARKET - REUTERS
Electric utilities in Japan and other Asian countries are driving blind when it comes to coal prices after the failure of Japan’s Tohoku Elec ...
Thursday, 05 July 18
INDONESIAN COAL PRICE REFERENCE HITS 74 MONTHS HIGH OF $104.65 A TON
COALspot.com: HBA keeps rising. According to latest ministerial decree No.1892 K/30/MEM/2018 dated 2 July 2018, the Indonesian Coal Price Reference ...
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- Meralco Power Generation, Philippines
- London Commodity Brokers - England
- Iligan Light & Power Inc, Philippines
- Indian Oil Corporation Limited
- SN Aboitiz Power Inc, Philippines
- Cement Manufacturers Association - India
- Ministry of Finance - Indonesia
- IHS Mccloskey Coal Group - USA
- Agrawal Coal Company - India
- Marubeni Corporation - India
- Orica Australia Pty. Ltd.
- Maharashtra Electricity Regulatory Commission - India
- Simpson Spence & Young - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Georgia Ports Authority, United States
- Borneo Indobara - Indonesia
- Interocean Group of Companies - India
- Jaiprakash Power Ventures ltd
- LBH Netherlands Bv - Netherlands
- Australian Commodity Traders Exchange
- Power Finance Corporation Ltd., India
- Sarangani Energy Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- Rashtriya Ispat Nigam Limited - India
- McConnell Dowell - Australia
- Thai Mozambique Logistica
- Metalloyd Limited - United Kingdom
- Miang Besar Coal Terminal - Indonesia
- PTC India Limited - India
- Petron Corporation, Philippines
- Romanian Commodities Exchange
- Wood Mackenzie - Singapore
- South Luzon Thermal Energy Corporation
- Deloitte Consulting - India
- IEA Clean Coal Centre - UK
- Pendopo Energi Batubara - Indonesia
- Merrill Lynch Commodities Europe
- Binh Thuan Hamico - Vietnam
- Orica Mining Services - Indonesia
- Energy Development Corp, Philippines
- Bhushan Steel Limited - India
- Central Java Power - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Chettinad Cement Corporation Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Uttam Galva Steels Limited - India
- Vedanta Resources Plc - India
- Kapuas Tunggal Persada - Indonesia
- Baramulti Group, Indonesia
- Directorate Of Revenue Intelligence - India
- Sical Logistics Limited - India
- Economic Council, Georgia
- Ceylon Electricity Board - Sri Lanka
- Petrochimia International Co. Ltd.- Taiwan
- Bangladesh Power Developement Board
- Posco Energy - South Korea
- Anglo American - United Kingdom
- Aditya Birla Group - India
- CNBM International Corporation - China
- Jindal Steel & Power Ltd - India
- Mintek Dendrill Indonesia
- Globalindo Alam Lestari - Indonesia
- PNOC Exploration Corporation - Philippines
- Wilmar Investment Holdings
- Bukit Asam (Persero) Tbk - Indonesia
- Mjunction Services Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Ministry of Mines - Canada
- Kartika Selabumi Mining - Indonesia
- GMR Energy Limited - India
- Siam City Cement - Thailand
- Altura Mining Limited, Indonesia
- Bhatia International Limited - India
- Commonwealth Bank - Australia
- Central Electricity Authority - India
- Energy Link Ltd, New Zealand
- Bukit Makmur.PT - Indonesia
- Antam Resourcindo - Indonesia
- Banpu Public Company Limited - Thailand
- Star Paper Mills Limited - India
- Parry Sugars Refinery, India
- Makarim & Taira - Indonesia
- Barasentosa Lestari - Indonesia
- Thiess Contractors Indonesia
- India Bulls Power Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Edison Trading Spa - Italy
- The State Trading Corporation of India Ltd
- The University of Queensland
- Gujarat Mineral Development Corp Ltd - India
- Videocon Industries ltd - India
- Larsen & Toubro Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Sojitz Corporation - Japan
- Bhoruka Overseas - Indonesia
- Coastal Gujarat Power Limited - India
- Bharathi Cement Corporation - India
- Rio Tinto Coal - Australia
- Vizag Seaport Private Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Electricity Authority, New Zealand
- Cigading International Bulk Terminal - Indonesia
- Kepco SPC Power Corporation, Philippines
- San Jose City I Power Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Goldman Sachs - Singapore
- SMG Consultants - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Meenaskhi Energy Private Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Port Waratah Coal Services - Australia
- Indo Tambangraya Megah - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Mercuria Energy - Indonesia
- International Coal Ventures Pvt Ltd - India
- Renaissance Capital - South Africa
- Billiton Holdings Pty Ltd - Australia
- VISA Power Limited - India
- Sinarmas Energy and Mining - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Sindya Power Generating Company Private Ltd
- Electricity Generating Authority of Thailand
- Aboitiz Power Corporation - Philippines
- SMC Global Power, Philippines
- Xindia Steels Limited - India
- MS Steel International - UAE
- Bukit Baiduri Energy - Indonesia
- Trasteel International SA, Italy
- AsiaOL BioFuels Corp., Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Attock Cement Pakistan Limited
- Riau Bara Harum - Indonesia
- Semirara Mining Corp, Philippines
- OPG Power Generation Pvt Ltd - India
- GVK Power & Infra Limited - India
- Minerals Council of Australia
- Asmin Koalindo Tuhup - Indonesia
- Eastern Energy - Thailand
- Kohat Cement Company Ltd. - Pakistan
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Latin American Coal - Colombia
- Lanco Infratech Ltd - India
- Samtan Co., Ltd - South Korea
- Straits Asia Resources Limited - Singapore
- Oldendorff Carriers - Singapore
- Tata Chemicals Ltd - India
- Coal and Oil Company - UAE
- ASAPP Information Group - India
- The Treasury - Australian Government
- Price Waterhouse Coopers - Russia
- European Bulk Services B.V. - Netherlands
- Kobexindo Tractors - Indoneisa
- Madhucon Powers Ltd - India
- Kaltim Prima Coal - Indonesia
- Standard Chartered Bank - UAE
- Indogreen Group - Indonesia
- Kideco Jaya Agung - Indonesia
- Malabar Cements Ltd - India
- Timah Investasi Mineral - Indoneisa
- Africa Commodities Group - South Africa
- Gujarat Sidhee Cement - India
- Gujarat Electricity Regulatory Commission - India
- Directorate General of MIneral and Coal - Indonesia
- Toyota Tsusho Corporation, Japan
- ICICI Bank Limited - India
- Manunggal Multi Energi - Indonesia
- Grasim Industreis Ltd - India
- Karaikal Port Pvt Ltd - India
- Chamber of Mines of South Africa
- Heidelberg Cement - Germany
- Therma Luzon, Inc, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Global Green Power PLC Corporation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bank of Tokyo Mitsubishi UFJ Ltd
- Formosa Plastics Group - Taiwan
- Ambuja Cements Ltd - India
- Independent Power Producers Association of India
- Indonesian Coal Mining Association
- Savvy Resources Ltd - HongKong
- Ministry of Transport, Egypt
- Bayan Resources Tbk. - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Salva Resources Pvt Ltd - India
- Mercator Lines Limited - India
- Global Business Power Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Intertek Mineral Services - Indonesia
- PowerSource Philippines DevCo
- Planning Commission, India
- Parliament of New Zealand
- Ind-Barath Power Infra Limited - India
- TeaM Sual Corporation - Philippines
- Medco Energi Mining Internasional
- Indian Energy Exchange, India
- Indika Energy - Indonesia
- Australian Coal Association
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sree Jayajothi Cements Limited - India
- New Zealand Coal & Carbon
- Krishnapatnam Port Company Ltd. - India
- Kumho Petrochemical, South Korea
- Singapore Mercantile Exchange
- CIMB Investment Bank - Malaysia
- Bulk Trading Sa - Switzerland
- Coalindo Energy - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Siam City Cement PLC, Thailand
- Sakthi Sugars Limited - India
- Essar Steel Hazira Ltd - India
- Dalmia Cement Bharat India
- Tamil Nadu electricity Board
- Carbofer General Trading SA - India
- Eastern Coal Council - USA
- White Energy Company Limited
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