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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, 05 June 18
THINGS STILL LOOK TO BE PROMISING FOR THE DRY BULK MARKET OVER THE NEXT COUPLE OF MONTHS - GEORGE LAZARIDIS
Just as we thought the world was calming back down to reason, worries and frictions regarding global trade resurfaced this past week after a series ...
Tuesday, 05 June 18
INDONESIAN COAL PRICE REFERENCE IS GOING UP AGAIN
COALspot.com: According to latest ministerial decree No. 1857 K/30/MEM/2018 dated 4 June 2018, the Indonesian Coal Price Reference (HBA) up 7.91 pe ...
Saturday, 02 June 18
HOW CARBON UTILISATION WILL BE A KEY STEP IN INDIA'S CLIMATE STRATEGY - BENJAMIN SPORTON
For India, energy remains the key driver of growth, not only from an economic perspective but more importantly for accelerating social development. ...
Thursday, 31 May 18
SUPRAMAX: INDO/CHINA COAL RV IS GETTING FIXED AROUND $13K DELIVERY SINGAPORE - FEARNLEYS
Capesize
The Cape market has been on a downward trend for the past week.
According to Fearnleys, Oslo based broker, Brazil market ...
Wednesday, 30 May 18
HIGH PRICE, DMO ENCOURAGE COAL MINERS TO BOOST PRODUCTION - THE JAKARTA POST
A number of coal miners are planning to increase production by 10 percent in the second half of this year after a worldwide price increase.
Th ...
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Showing 1706 to 1710 news of total 6871 |
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- Ceylon Electricity Board - Sri Lanka
- Edison Trading Spa - Italy
- MS Steel International - UAE
- Mercuria Energy - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Price Waterhouse Coopers - Russia
- McConnell Dowell - Australia
- Goldman Sachs - Singapore
- Intertek Mineral Services - Indonesia
- Jindal Steel & Power Ltd - India
- CNBM International Corporation - China
- Parliament of New Zealand
- Dalmia Cement Bharat India
- PowerSource Philippines DevCo
- Semirara Mining Corp, Philippines
- Bhushan Steel Limited - India
- South Luzon Thermal Energy Corporation
- Tata Chemicals Ltd - India
- PNOC Exploration Corporation - Philippines
- White Energy Company Limited
- Tamil Nadu electricity Board
- Directorate Of Revenue Intelligence - India
- Toyota Tsusho Corporation, Japan
- Madhucon Powers Ltd - India
- Minerals Council of Australia
- Siam City Cement PLC, Thailand
- Independent Power Producers Association of India
- TeaM Sual Corporation - Philippines
- Straits Asia Resources Limited - Singapore
- Karaikal Port Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Semirara Mining and Power Corporation, Philippines
- Riau Bara Harum - Indonesia
- Wood Mackenzie - Singapore
- Gujarat Sidhee Cement - India
- Aditya Birla Group - India
- Singapore Mercantile Exchange
- Borneo Indobara - Indonesia
- International Coal Ventures Pvt Ltd - India
- Makarim & Taira - Indonesia
- SN Aboitiz Power Inc, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Globalindo Alam Lestari - Indonesia
- Samtan Co., Ltd - South Korea
- Videocon Industries ltd - India
- Bharathi Cement Corporation - India
- Thai Mozambique Logistica
- PTC India Limited - India
- Uttam Galva Steels Limited - India
- Eastern Energy - Thailand
- Indonesian Coal Mining Association
- Medco Energi Mining Internasional
- Xindia Steels Limited - India
- Petron Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Central Electricity Authority - India
- Chamber of Mines of South Africa
- Banpu Public Company Limited - Thailand
- Iligan Light & Power Inc, Philippines
- Indika Energy - Indonesia
- Orica Australia Pty. Ltd.
- Australian Commodity Traders Exchange
- AsiaOL BioFuels Corp., Philippines
- Energy Link Ltd, New Zealand
- GAC Shipping (India) Pvt Ltd
- Kepco SPC Power Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- Merrill Lynch Commodities Europe
- Vijayanagar Sugar Pvt Ltd - India
- Commonwealth Bank - Australia
- Rashtriya Ispat Nigam Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Miang Besar Coal Terminal - Indonesia
- Energy Development Corp, Philippines
- Thiess Contractors Indonesia
- GMR Energy Limited - India
- Cigading International Bulk Terminal - Indonesia
- Vedanta Resources Plc - India
- Electricity Authority, New Zealand
- Africa Commodities Group - South Africa
- Metalloyd Limited - United Kingdom
- Bukit Asam (Persero) Tbk - Indonesia
- Agrawal Coal Company - India
- Bayan Resources Tbk. - Indonesia
- Meralco Power Generation, Philippines
- Indian Oil Corporation Limited
- Rio Tinto Coal - Australia
- Sarangani Energy Corporation, Philippines
- Barasentosa Lestari - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Jorong Barutama Greston.PT - Indonesia
- ASAPP Information Group - India
- SMG Consultants - Indonesia
- Anglo American - United Kingdom
- Latin American Coal - Colombia
- Power Finance Corporation Ltd., India
- Planning Commission, India
- Sindya Power Generating Company Private Ltd
- Simpson Spence & Young - Indonesia
- IEA Clean Coal Centre - UK
- Aboitiz Power Corporation - Philippines
- Billiton Holdings Pty Ltd - Australia
- Sree Jayajothi Cements Limited - India
- Sakthi Sugars Limited - India
- Orica Mining Services - Indonesia
- Trasteel International SA, Italy
- New Zealand Coal & Carbon
- Kartika Selabumi Mining - Indonesia
- Oldendorff Carriers - Singapore
- Star Paper Mills Limited - India
- Therma Luzon, Inc, Philippines
- Timah Investasi Mineral - Indoneisa
- The Treasury - Australian Government
- ICICI Bank Limited - India
- Grasim Industreis Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Salva Resources Pvt Ltd - India
- Deloitte Consulting - India
- Gujarat Mineral Development Corp Ltd - India
- OPG Power Generation Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Coalindo Energy - Indonesia
- Attock Cement Pakistan Limited
- Electricity Generating Authority of Thailand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Larsen & Toubro Limited - India
- San Jose City I Power Corp, Philippines
- Coastal Gujarat Power Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bahari Cakrawala Sebuku - Indonesia
- Economic Council, Georgia
- Bulk Trading Sa - Switzerland
- Sical Logistics Limited - India
- Kumho Petrochemical, South Korea
- Port Waratah Coal Services - Australia
- Eastern Coal Council - USA
- Wilmar Investment Holdings
- Lanco Infratech Ltd - India
- Interocean Group of Companies - India
- Indian Energy Exchange, India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Vizag Seaport Private Limited - India
- Ministry of Transport, Egypt
- Posco Energy - South Korea
- Indo Tambangraya Megah - Indonesia
- European Bulk Services B.V. - Netherlands
- Marubeni Corporation - India
- Sinarmas Energy and Mining - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Holcim Trading Pte Ltd - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- The State Trading Corporation of India Ltd
- Renaissance Capital - South Africa
- Bukit Baiduri Energy - Indonesia
- The University of Queensland
- Global Green Power PLC Corporation, Philippines
- Ministry of Finance - Indonesia
- Savvy Resources Ltd - HongKong
- GVK Power & Infra Limited - India
- Romanian Commodities Exchange
- Global Business Power Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Alfred C Toepfer International GmbH - Germany
- Coal and Oil Company - UAE
- India Bulls Power Limited - India
- Global Coal Blending Company Limited - Australia
- Standard Chartered Bank - UAE
- Pendopo Energi Batubara - Indonesia
- SMC Global Power, Philippines
- Kapuas Tunggal Persada - Indonesia
- Antam Resourcindo - Indonesia
- IHS Mccloskey Coal Group - USA
- Heidelberg Cement - Germany
- Offshore Bulk Terminal Pte Ltd, Singapore
- Baramulti Group, Indonesia
- Ambuja Cements Ltd - India
- Sojitz Corporation - Japan
- Binh Thuan Hamico - Vietnam
- Chettinad Cement Corporation Ltd - India
- Meenaskhi Energy Private Limited - India
- VISA Power Limited - India
- Ind-Barath Power Infra Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Mjunction Services Limited - India
- Bukit Makmur.PT - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ministry of Mines - Canada
- Parry Sugars Refinery, India
- Mintek Dendrill Indonesia
- Altura Mining Limited, Indonesia
- Kideco Jaya Agung - Indonesia
- Bangladesh Power Developement Board
- Malabar Cements Ltd - India
- LBH Netherlands Bv - Netherlands
- Bhatia International Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Siam City Cement - Thailand
- PetroVietnam Power Coal Import and Supply Company
- Cement Manufacturers Association - India
- Mercator Lines Limited - India
- Indogreen Group - Indonesia
- Carbofer General Trading SA - India
- London Commodity Brokers - England
- Gujarat Electricity Regulatory Commission - India
- Bhoruka Overseas - Indonesia
- Georgia Ports Authority, United States
- Kobexindo Tractors - Indoneisa
- Australian Coal Association
- Central Java Power - Indonesia
- Jaiprakash Power Ventures ltd
- Maheswari Brothers Coal Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Kaltim Prima Coal - Indonesia
- Essar Steel Hazira Ltd - India
- Neyveli Lignite Corporation Ltd, - India
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