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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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Tuesday, 26 June 18
A SHARP RISE IN THE PRICE OF CRUDE OIL WAS TO BE SEEN ON FRIDAY, ITS BIGGEST DAILY GAIN IN TWO YEARS - GEORGE LAZARIDIS
A sharp rise in the price of crude oil was to be seen on Friday, its biggest daily gain in two years, as OPEC reached a deal to raise output. Despi ...
Monday, 25 June 18
AUSTRALIA'S NEWCASTLE PORT SHIPPED 12.179 MT OF COAL IN MAY; DOWN 14.77% M/M
COALspot.com: The Port of Newcastle, Australia’s major trading ports and the world’s largest coal export port has shipped $AU1,453.6 Mi ...
Monday, 25 June 18
COAL IN THE CROSSFIRE: CHINESE TRADERS WARY OF BEING BURNT BY TRADE WAR - REUTERS
At least three U.S. coal shipments on their way to China may end up casualties of the escalating trade dispute after Beijing said it would impose s ...
Saturday, 23 June 18
COAL GROUP TARGETS 9 PER CENT REVENUE SPIKE - VIET NAM NEWS
Viet Nam News reported, the Viet Nam National Coal and Mineral Industries Group (Vinacomin or TKV) is targeting VNĐ116.9 trillion (US$5.1 billion) ...
Thursday, 21 June 18
ROBUST ASIAN THERMAL COAL DEMAND CREATES OPPORTUNITIES FOR AUSTRALIA - MINERALS COUNCIL OF AUSTRALIA
Minerals Council of Australia reported, Australia’s world-class coal mining industry can create more jobs in Australia and strengthen t ...
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- Wood Mackenzie - Singapore
- Borneo Indobara - Indonesia
- Marubeni Corporation - India
- Kaltim Prima Coal - Indonesia
- India Bulls Power Limited - India
- Thai Mozambique Logistica
- Central Java Power - Indonesia
- SMG Consultants - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Indika Energy - Indonesia
- South Luzon Thermal Energy Corporation
- Cigading International Bulk Terminal - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Krishnapatnam Port Company Ltd. - India
- PNOC Exploration Corporation - Philippines
- Romanian Commodities Exchange
- Port Waratah Coal Services - Australia
- Edison Trading Spa - Italy
- Economic Council, Georgia
- Aboitiz Power Corporation - Philippines
- Bharathi Cement Corporation - India
- Coastal Gujarat Power Limited - India
- Bhoruka Overseas - Indonesia
- Indian Energy Exchange, India
- Kideco Jaya Agung - Indonesia
- Ind-Barath Power Infra Limited - India
- MS Steel International - UAE
- Coal and Oil Company - UAE
- Orica Mining Services - Indonesia
- London Commodity Brokers - England
- Energy Development Corp, Philippines
- Siam City Cement - Thailand
- European Bulk Services B.V. - Netherlands
- Altura Mining Limited, Indonesia
- Coalindo Energy - Indonesia
- International Coal Ventures Pvt Ltd - India
- GMR Energy Limited - India
- Independent Power Producers Association of India
- SMC Global Power, Philippines
- Price Waterhouse Coopers - Russia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Aditya Birla Group - India
- Jorong Barutama Greston.PT - Indonesia
- Jindal Steel & Power Ltd - India
- The Treasury - Australian Government
- Toyota Tsusho Corporation, Japan
- Vedanta Resources Plc - India
- IEA Clean Coal Centre - UK
- Ministry of Transport, Egypt
- Lanco Infratech Ltd - India
- Malabar Cements Ltd - India
- Essar Steel Hazira Ltd - India
- Siam City Cement PLC, Thailand
- IHS Mccloskey Coal Group - USA
- Bangladesh Power Developement Board
- Jaiprakash Power Ventures ltd
- Sical Logistics Limited - India
- Ministry of Mines - Canada
- Bukit Baiduri Energy - Indonesia
- ASAPP Information Group - India
- GN Power Mariveles Coal Plant, Philippines
- Videocon Industries ltd - India
- Uttam Galva Steels Limited - India
- McConnell Dowell - Australia
- Cement Manufacturers Association - India
- OPG Power Generation Pvt Ltd - India
- Carbofer General Trading SA - India
- Minerals Council of Australia
- Bukit Asam (Persero) Tbk - Indonesia
- San Jose City I Power Corp, Philippines
- Samtan Co., Ltd - South Korea
- Alfred C Toepfer International GmbH - Germany
- Electricity Generating Authority of Thailand
- Eastern Coal Council - USA
- Karbindo Abesyapradhi - Indoneisa
- Vijayanagar Sugar Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Madhucon Powers Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Gujarat Sidhee Cement - India
- AsiaOL BioFuels Corp., Philippines
- Tamil Nadu electricity Board
- Metalloyd Limited - United Kingdom
- LBH Netherlands Bv - Netherlands
- Indo Tambangraya Megah - Indonesia
- Sakthi Sugars Limited - India
- Ceylon Electricity Board - Sri Lanka
- Larsen & Toubro Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Eastern Energy - Thailand
- Bulk Trading Sa - Switzerland
- New Zealand Coal & Carbon
- Bukit Makmur.PT - Indonesia
- Globalindo Alam Lestari - Indonesia
- Star Paper Mills Limited - India
- Standard Chartered Bank - UAE
- Attock Cement Pakistan Limited
- Bayan Resources Tbk. - Indonesia
- Chamber of Mines of South Africa
- Sindya Power Generating Company Private Ltd
- Dalmia Cement Bharat India
- Australian Commodity Traders Exchange
- Binh Thuan Hamico - Vietnam
- Sree Jayajothi Cements Limited - India
- Formosa Plastics Group - Taiwan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kobexindo Tractors - Indoneisa
- Bank of Tokyo Mitsubishi UFJ Ltd
- CNBM International Corporation - China
- Sarangani Energy Corporation, Philippines
- Mintek Dendrill Indonesia
- Central Electricity Authority - India
- Indian Oil Corporation Limited
- Planning Commission, India
- Neyveli Lignite Corporation Ltd, - India
- Power Finance Corporation Ltd., India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Grasim Industreis Ltd - India
- Bhushan Steel Limited - India
- Makarim & Taira - Indonesia
- GAC Shipping (India) Pvt Ltd
- Parry Sugars Refinery, India
- SN Aboitiz Power Inc, Philippines
- Orica Australia Pty. Ltd.
- Asmin Koalindo Tuhup - Indonesia
- Ministry of Finance - Indonesia
- Vizag Seaport Private Limited - India
- Singapore Mercantile Exchange
- Baramulti Group, Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Semirara Mining Corp, Philippines
- Australian Coal Association
- Antam Resourcindo - Indonesia
- Merrill Lynch Commodities Europe
- Global Coal Blending Company Limited - Australia
- Mercator Lines Limited - India
- Karaikal Port Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- Kepco SPC Power Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Wilmar Investment Holdings
- Thiess Contractors Indonesia
- Directorate Of Revenue Intelligence - India
- Posco Energy - South Korea
- Leighton Contractors Pty Ltd - Australia
- CIMB Investment Bank - Malaysia
- Meenaskhi Energy Private Limited - India
- Commonwealth Bank - Australia
- Tata Chemicals Ltd - India
- Africa Commodities Group - South Africa
- PTC India Limited - India
- Global Green Power PLC Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- VISA Power Limited - India
- Holcim Trading Pte Ltd - Singapore
- Heidelberg Cement - Germany
- Kartika Selabumi Mining - Indonesia
- Mercuria Energy - Indonesia
- Bhatia International Limited - India
- Manunggal Multi Energi - Indonesia
- Ambuja Cements Ltd - India
- Goldman Sachs - Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Xindia Steels Limited - India
- White Energy Company Limited
- Energy Link Ltd, New Zealand
- Kalimantan Lumbung Energi - Indonesia
- Global Business Power Corporation, Philippines
- Agrawal Coal Company - India
- TNB Fuel Sdn Bhd - Malaysia
- Billiton Holdings Pty Ltd - Australia
- Simpson Spence & Young - Indonesia
- PowerSource Philippines DevCo
- Latin American Coal - Colombia
- Electricity Authority, New Zealand
- Interocean Group of Companies - India
- Savvy Resources Ltd - HongKong
- Rashtriya Ispat Nigam Limited - India
- Mjunction Services Limited - India
- Parliament of New Zealand
- Medco Energi Mining Internasional
- Indogreen Group - Indonesia
- The University of Queensland
- PetroVietnam Power Coal Import and Supply Company
- Banpu Public Company Limited - Thailand
- Maheswari Brothers Coal Limited - India
- ICICI Bank Limited - India
- Pendopo Energi Batubara - Indonesia
- Renaissance Capital - South Africa
- Rio Tinto Coal - Australia
- Petron Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Deloitte Consulting - India
- Riau Bara Harum - Indonesia
- Therma Luzon, Inc, Philippines
- Chettinad Cement Corporation Ltd - India
- The State Trading Corporation of India Ltd
- Indonesian Coal Mining Association
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sojitz Corporation - Japan
- Georgia Ports Authority, United States
- Meralco Power Generation, Philippines
- Anglo American - United Kingdom
- GVK Power & Infra Limited - India
- Kapuas Tunggal Persada - Indonesia
- TeaM Sual Corporation - Philippines
- Oldendorff Carriers - Singapore
- Salva Resources Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Barasentosa Lestari - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Trasteel International SA, Italy
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