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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, 29 June 18
THE LBH GROUP AND RHENUS PLAN TO ESTABLISH A JOINT COMPANY
Press Release: The port services provider, the LBH Group, and the logistics specialist Rhenus, are planning to cooperate closely in the European in ...
Friday, 29 June 18
SUPRAMAX: INDO / CHINA COAL ROUNDS PAYING AROUND USD HIGH 11000 - FEARNLYS
Capesize
Its been an interesting week with a strong demand for ships out of Brazil, making C3 rates remain around USD 19 pmt said Fearnlys in i ...
Friday, 29 June 18
JAPAN'S TOHOKU ELEC, GLENCORE ABANDON APRIL-MARCH COAL CONTRACT TALKS - REUTERS
Japan’s Tohoku Electric Power Co Inc and Glencore Plc have abandoned talks on annual thermal coal supplies after failing to reach an agreemen ...
Wednesday, 27 June 18
SHIPPING MARKET INSIGHT - APOSTOLOS ROMPOPOULOS
After the abolishment of the trade embargo against Iran, there was a lot of optimism from the country’s side, as after quite some time a numb ...
Tuesday, 26 June 18
"ALWAYS ACCESSIBLE": ARRIVAL, DEPARTURE OR BOTH? - INCE & CO
KNOWLEDGE TO ELEVATE
An “always accessible” berth warranty is often used by an owner to transfer the risk of delays in berthing to ...
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Showing 1686 to 1690 news of total 6871 |
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- Bhushan Steel Limited - India
- PowerSource Philippines DevCo
- Madhucon Powers Ltd - India
- Ministry of Finance - Indonesia
- Iligan Light & Power Inc, Philippines
- Cement Manufacturers Association - India
- Merrill Lynch Commodities Europe
- Ceylon Electricity Board - Sri Lanka
- Aditya Birla Group - India
- SMC Global Power, Philippines
- Siam City Cement - Thailand
- Cigading International Bulk Terminal - Indonesia
- Sarangani Energy Corporation, Philippines
- Globalindo Alam Lestari - Indonesia
- Latin American Coal - Colombia
- Thai Mozambique Logistica
- Singapore Mercantile Exchange
- GVK Power & Infra Limited - India
- Bayan Resources Tbk. - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- ASAPP Information Group - India
- Semirara Mining and Power Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- SMG Consultants - Indonesia
- Intertek Mineral Services - Indonesia
- Independent Power Producers Association of India
- White Energy Company Limited
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Binh Thuan Hamico - Vietnam
- GMR Energy Limited - India
- Edison Trading Spa - Italy
- Parliament of New Zealand
- McConnell Dowell - Australia
- CNBM International Corporation - China
- TNB Fuel Sdn Bhd - Malaysia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Directorate General of MIneral and Coal - Indonesia
- Sical Logistics Limited - India
- Standard Chartered Bank - UAE
- Global Business Power Corporation, Philippines
- Larsen & Toubro Limited - India
- Economic Council, Georgia
- Bulk Trading Sa - Switzerland
- Mercuria Energy - Indonesia
- Xindia Steels Limited - India
- Indogreen Group - Indonesia
- Borneo Indobara - Indonesia
- Indika Energy - Indonesia
- Price Waterhouse Coopers - Russia
- Parry Sugars Refinery, India
- Riau Bara Harum - Indonesia
- Metalloyd Limited - United Kingdom
- Interocean Group of Companies - India
- Makarim & Taira - Indonesia
- Meralco Power Generation, Philippines
- Energy Link Ltd, New Zealand
- Petron Corporation, Philippines
- Antam Resourcindo - Indonesia
- Sindya Power Generating Company Private Ltd
- Maheswari Brothers Coal Limited - India
- Aboitiz Power Corporation - Philippines
- PTC India Limited - India
- India Bulls Power Limited - India
- Videocon Industries ltd - India
- Eastern Coal Council - USA
- Petrochimia International Co. Ltd.- Taiwan
- VISA Power Limited - India
- Sojitz Corporation - Japan
- Billiton Holdings Pty Ltd - Australia
- Straits Asia Resources Limited - Singapore
- Bukit Baiduri Energy - Indonesia
- Coalindo Energy - Indonesia
- Bhatia International Limited - India
- Africa Commodities Group - South Africa
- Indo Tambangraya Megah - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Vedanta Resources Plc - India
- Kohat Cement Company Ltd. - Pakistan
- CIMB Investment Bank - Malaysia
- Coastal Gujarat Power Limited - India
- Mintek Dendrill Indonesia
- Karaikal Port Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- Indonesian Coal Mining Association
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Malabar Cements Ltd - India
- New Zealand Coal & Carbon
- Central Electricity Authority - India
- Siam City Cement PLC, Thailand
- Ministry of Mines - Canada
- Barasentosa Lestari - Indonesia
- Renaissance Capital - South Africa
- South Luzon Thermal Energy Corporation
- Australian Commodity Traders Exchange
- European Bulk Services B.V. - Netherlands
- Deloitte Consulting - India
- Dalmia Cement Bharat India
- Central Java Power - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Kobexindo Tractors - Indoneisa
- Vijayanagar Sugar Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Uttam Galva Steels Limited - India
- Sree Jayajothi Cements Limited - India
- Krishnapatnam Port Company Ltd. - India
- Orica Mining Services - Indonesia
- Indian Energy Exchange, India
- IHS Mccloskey Coal Group - USA
- Meenaskhi Energy Private Limited - India
- Heidelberg Cement - Germany
- Wood Mackenzie - Singapore
- Holcim Trading Pte Ltd - Singapore
- Agrawal Coal Company - India
- Kepco SPC Power Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Leighton Contractors Pty Ltd - Australia
- Mjunction Services Limited - India
- Tata Chemicals Ltd - India
- Bukit Makmur.PT - Indonesia
- Indian Oil Corporation Limited
- Salva Resources Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Vizag Seaport Private Limited - India
- Jaiprakash Power Ventures ltd
- ICICI Bank Limited - India
- Essar Steel Hazira Ltd - India
- Goldman Sachs - Singapore
- Port Waratah Coal Services - Australia
- Chettinad Cement Corporation Ltd - India
- Pendopo Energi Batubara - Indonesia
- LBH Netherlands Bv - Netherlands
- Jorong Barutama Greston.PT - Indonesia
- Mercator Lines Limited - India
- TeaM Sual Corporation - Philippines
- Bangladesh Power Developement Board
- Sinarmas Energy and Mining - Indonesia
- Australian Coal Association
- Tamil Nadu electricity Board
- AsiaOL BioFuels Corp., Philippines
- Orica Australia Pty. Ltd.
- Neyveli Lignite Corporation Ltd, - India
- Samtan Co., Ltd - South Korea
- SN Aboitiz Power Inc, Philippines
- San Jose City I Power Corp, Philippines
- Kapuas Tunggal Persada - Indonesia
- Anglo American - United Kingdom
- Ministry of Transport, Egypt
- Power Finance Corporation Ltd., India
- Toyota Tsusho Corporation, Japan
- Banpu Public Company Limited - Thailand
- Ambuja Cements Ltd - India
- IEA Clean Coal Centre - UK
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Georgia Ports Authority, United States
- Therma Luzon, Inc, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Baramulti Group, Indonesia
- Simpson Spence & Young - Indonesia
- Attock Cement Pakistan Limited
- Thiess Contractors Indonesia
- Gujarat Sidhee Cement - India
- Marubeni Corporation - India
- Lanco Infratech Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Coal and Oil Company - UAE
- Pipit Mutiara Jaya. PT, Indonesia
- Trasteel International SA, Italy
- Commonwealth Bank - Australia
- Eastern Energy - Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- Planning Commission, India
- Jindal Steel & Power Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- The Treasury - Australian Government
- MS Steel International - UAE
- Kumho Petrochemical, South Korea
- Romanian Commodities Exchange
- Manunggal Multi Energi - Indonesia
- Rio Tinto Coal - Australia
- Electricity Authority, New Zealand
- International Coal Ventures Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Posco Energy - South Korea
- Energy Development Corp, Philippines
- Grasim Industreis Ltd - India
- Timah Investasi Mineral - Indoneisa
- The University of Queensland
- Wilmar Investment Holdings
- Bharathi Cement Corporation - India
- Semirara Mining Corp, Philippines
- GAC Shipping (India) Pvt Ltd
- OPG Power Generation Pvt Ltd - India
- Chamber of Mines of South Africa
- The State Trading Corporation of India Ltd
- Carbofer General Trading SA - India
- PNOC Exploration Corporation - Philippines
- Global Coal Blending Company Limited - Australia
- London Commodity Brokers - England
- Minerals Council of Australia
- Oldendorff Carriers - Singapore
- Savvy Resources Ltd - HongKong
- Sakthi Sugars Limited - India
- Ind-Barath Power Infra Limited - India
- Star Paper Mills Limited - India
- Global Green Power PLC Corporation, Philippines
- Medco Energi Mining Internasional
- Kideco Jaya Agung - Indonesia
- Kaltim Prima Coal - Indonesia
- Kartika Selabumi Mining - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Bhoruka Overseas - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Altura Mining Limited, Indonesia
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