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Wednesday, 15 May 19
SHIPPING MARKET INSIGHT - THEODORE NTALAKOS
 Modern warfare - Trade wars & sanctions
As of May 1st, the U.S. has ended waivers to the sanctions that had allowed the top buyers of Iranian oil to continue their imports. China is the world's No1 oil importer and a major buyer of Iranian Oil. The May 1 deadline coincided with the US trade representatives traveling to Beijing and while in April Trump was tweeting that whilst there are still differences, the two sides are closer to a trade deal; the move of eliminating the waivers could be linked to the trade talks and most probably even served as an irritant between Beijing and Washington. Making China's energy imports challenging and subject to U.S. Jurisdiction is not something that can be easily digested and its timing is rather unusual, in one of the supposed final rounds of trade negotiations.
So, right when everybody thought that the trade war might be winding down, the trade frictions have suddenly worsened last week when Trump vented about China renegotiating agreed positions, and announced a 25% tariff on $200b worth of Chinese products. Additionally the US administration said it will impose 25% tariff on all remaining imports from China, $300b, or so.
China has retaliated by announcing that they will increase the tariffs on about $60b in U.S. exports, including hundreds of agricultural, mining, and manufactured products, threatening jobs and profits at companies in and around the United States. The Chinese tariffs of 25% will fall mostly on products that China has a surplus or self-reliance, such as steel, chemicals or textiles while goods that they don't produce will be taxed with 5%.
China depends on the U.S. mostly for high-end products, such as electronics, machinery, precision equipment, aircraft and parts, vehicles and parts, and oil and gas and the Chinese government looks like they have handpicked the goods where the tax will be increased to 25%. One U.S. industry that will be heavily affected is the LNG exports which will face a 25% tariff. LNG shipping firms have also seen their share prices dip. While China, who is already the second largest importer of LNG, will increase their LNG imports by 50% by 2025, the price will be the most decisive factors for the amount and origin of imports. This will only become more important with the startup of the gas pipeline between China and Russia. President Trump knows that and has pushed China to sign deals to import LNG.
The next few weeks will be critical. The worst case - no deal – scenario, or even if coming to an agreement gets anywhere close to 2020, will be a game changer. Tariffs on all trades between US and China plus other administrative actions will lead to a slowdown in investment, rising costs and business uncertainty that will probably lead in a recession in the US and given the weakness in the European economy, Europe would suffer as well with the negative effects spreading across other economies eventually.
On the other hand, negotiations have come a long way. President Trump and Chinese president Xi Jinping will attend the G20 meetings in Osaka at the end of June, so there is hope that the two sides will make amends by then. The challenges to a trade deal would probably grow if the two administrations can’t reach an agreement, so most probably things will get worse before they get better.
By Theodore Ntalakos
SnP Broker
Compiled by:
Intermodal Research & Valuations
Analysts:
Ms Eva Tzima
George Panagopoulos
Disclaimer and legal disclosure: For any further queries please do not hesitate to contact our Research & Valuations Department. The information contained in this report has been obtained from various sources, as reported in the market. Intermodal Shipbrokers Co. believes such information to be factual and reliable without making guarantees regarding its accuracy or completeness. Whilst every care has been taken in the production of the above review, no liability can be accepted for any loss or damage incurred in any way whatsoever by any person who may seek to rely on the information and views contained in this material. This report is being produced for the internal use of the intended recipients only and no reproducing is allowed, without the prior written authorization of Intermodal Shipbrokers Co.
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Wednesday, 30 May 18
SHIPPING MARKET INSIGHT - ILIAS M. LALAOUNIS
Among several hot topics that will be discussed during the Posidonia week, the International Maritime Organization regulation that will be enforced ...
Tuesday, 29 May 18
BLOCKCHAIN CAN HAVE A TRANSFORMATIVE EFFECT ON THE SHIPPING INDUSTRY
KNOWLEDGE TO ELEVATE
Following the launch of a legal briefing on blockchain contracts from UK P&I Club, Claims Executive, Filip Koscieleck ...
Tuesday, 29 May 18
INDIA'S COAL IMPORT DECLINES IN APRIL AMID DIVERSION TO THERMAL POWER PLANTS - PTI
India’s coal import fell by 9 percent to 17.32 million tonnes (MT) in April on the back of ample supply of dry fuel from domestic sources.
...
Monday, 28 May 18
COAL SUPPLY DIVERSION IRKS INDUSTRIES DEPENDENT ON CAPTIVE POWER PLANTS - HINDU BUSINESS LINE
The government’s move to prioritise coal supplies to power plants with minimal coal stock has disrupted fuel supply to some sectors, which ha ...
Monday, 28 May 18
KOMIPO ISSUED ANOTHER TENDER FOR 130K MT OF 5700 NAR COAL
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued a tender for 130,000 mt of min. 5700 NAR coal of Australian origi ...
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Showing 1711 to 1715 news of total 6871 |
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- Siam City Cement PLC, Thailand
- San Jose City I Power Corp, Philippines
- Bukit Baiduri Energy - Indonesia
- Global Green Power PLC Corporation, Philippines
- Jaiprakash Power Ventures ltd
- Latin American Coal - Colombia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Wilmar Investment Holdings
- Binh Thuan Hamico - Vietnam
- Barasentosa Lestari - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Chettinad Cement Corporation Ltd - India
- Bukit Makmur.PT - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Petron Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Simpson Spence & Young - Indonesia
- Sarangani Energy Corporation, Philippines
- Ministry of Finance - Indonesia
- Ind-Barath Power Infra Limited - India
- Uttam Galva Steels Limited - India
- PTC India Limited - India
- The University of Queensland
- Agrawal Coal Company - India
- Vijayanagar Sugar Pvt Ltd - India
- Indian Energy Exchange, India
- Vizag Seaport Private Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Goldman Sachs - Singapore
- Grasim Industreis Ltd - India
- Global Business Power Corporation, Philippines
- Cement Manufacturers Association - India
- Banpu Public Company Limited - Thailand
- Eastern Energy - Thailand
- Toyota Tsusho Corporation, Japan
- Rashtriya Ispat Nigam Limited - India
- New Zealand Coal & Carbon
- Iligan Light & Power Inc, Philippines
- Indian Oil Corporation Limited
- Interocean Group of Companies - India
- Petrochimia International Co. Ltd.- Taiwan
- Coal and Oil Company - UAE
- Trasteel International SA, Italy
- Minerals Council of Australia
- MS Steel International - UAE
- Directorate Of Revenue Intelligence - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Economic Council, Georgia
- Ceylon Electricity Board - Sri Lanka
- CIMB Investment Bank - Malaysia
- Formosa Plastics Group - Taiwan
- TNB Fuel Sdn Bhd - Malaysia
- Baramulti Group, Indonesia
- Timah Investasi Mineral - Indoneisa
- Bulk Trading Sa - Switzerland
- Georgia Ports Authority, United States
- Commonwealth Bank - Australia
- Edison Trading Spa - Italy
- Romanian Commodities Exchange
- Larsen & Toubro Limited - India
- Siam City Cement - Thailand
- Australian Commodity Traders Exchange
- Wood Mackenzie - Singapore
- Mjunction Services Limited - India
- Maheswari Brothers Coal Limited - India
- VISA Power Limited - India
- Attock Cement Pakistan Limited
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Semirara Mining Corp, Philippines
- PNOC Exploration Corporation - Philippines
- Global Coal Blending Company Limited - Australia
- Globalindo Alam Lestari - Indonesia
- Price Waterhouse Coopers - Russia
- Ambuja Cements Ltd - India
- Dalmia Cement Bharat India
- Savvy Resources Ltd - HongKong
- Xindia Steels Limited - India
- White Energy Company Limited
- Kartika Selabumi Mining - Indonesia
- SMC Global Power, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Gujarat Mineral Development Corp Ltd - India
- Malabar Cements Ltd - India
- Renaissance Capital - South Africa
- Kalimantan Lumbung Energi - Indonesia
- Altura Mining Limited, Indonesia
- Central Java Power - Indonesia
- European Bulk Services B.V. - Netherlands
- The Treasury - Australian Government
- Sakthi Sugars Limited - India
- Thai Mozambique Logistica
- Gujarat Sidhee Cement - India
- Central Electricity Authority - India
- Indo Tambangraya Megah - Indonesia
- Marubeni Corporation - India
- SN Aboitiz Power Inc, Philippines
- Gujarat Electricity Regulatory Commission - India
- Asmin Koalindo Tuhup - Indonesia
- Mercuria Energy - Indonesia
- Carbofer General Trading SA - India
- Singapore Mercantile Exchange
- India Bulls Power Limited - India
- Sojitz Corporation - Japan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- OPG Power Generation Pvt Ltd - India
- Tamil Nadu electricity Board
- Rio Tinto Coal - Australia
- GMR Energy Limited - India
- Straits Asia Resources Limited - Singapore
- PowerSource Philippines DevCo
- Kepco SPC Power Corporation, Philippines
- Orica Mining Services - Indonesia
- Manunggal Multi Energi - Indonesia
- Electricity Authority, New Zealand
- Lanco Infratech Ltd - India
- Sree Jayajothi Cements Limited - India
- McConnell Dowell - Australia
- PetroVietnam Power Coal Import and Supply Company
- Eastern Coal Council - USA
- Indonesian Coal Mining Association
- Aditya Birla Group - India
- Kaltim Prima Coal - Indonesia
- Ministry of Mines - Canada
- Aboitiz Power Corporation - Philippines
- South Luzon Thermal Energy Corporation
- Kumho Petrochemical, South Korea
- Merrill Lynch Commodities Europe
- Krishnapatnam Port Company Ltd. - India
- Neyveli Lignite Corporation Ltd, - India
- Coalindo Energy - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Posco Energy - South Korea
- Bahari Cakrawala Sebuku - Indonesia
- Vedanta Resources Plc - India
- Sinarmas Energy and Mining - Indonesia
- Bayan Resources Tbk. - Indonesia
- Kideco Jaya Agung - Indonesia
- London Commodity Brokers - England
- Electricity Generating Authority of Thailand
- Semirara Mining and Power Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- Bhushan Steel Limited - India
- Orica Australia Pty. Ltd.
- Mintek Dendrill Indonesia
- Borneo Indobara - Indonesia
- Standard Chartered Bank - UAE
- Salva Resources Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Kapuas Tunggal Persada - Indonesia
- Medco Energi Mining Internasional
- Kobexindo Tractors - Indoneisa
- Antam Resourcindo - Indonesia
- Anglo American - United Kingdom
- Coastal Gujarat Power Limited - India
- Alfred C Toepfer International GmbH - Germany
- Karbindo Abesyapradhi - Indoneisa
- Thiess Contractors Indonesia
- Jorong Barutama Greston.PT - Indonesia
- TeaM Sual Corporation - Philippines
- Independent Power Producers Association of India
- Ministry of Transport, Egypt
- GAC Shipping (India) Pvt Ltd
- Africa Commodities Group - South Africa
- Karaikal Port Pvt Ltd - India
- Planning Commission, India
- Metalloyd Limited - United Kingdom
- Heidelberg Cement - Germany
- Chamber of Mines of South Africa
- Offshore Bulk Terminal Pte Ltd, Singapore
- GVK Power & Infra Limited - India
- The State Trading Corporation of India Ltd
- Therma Luzon, Inc, Philippines
- Sical Logistics Limited - India
- Jindal Steel & Power Ltd - India
- ICICI Bank Limited - India
- Bangladesh Power Developement Board
- ASAPP Information Group - India
- GN Power Mariveles Coal Plant, Philippines
- Energy Link Ltd, New Zealand
- Indogreen Group - Indonesia
- Energy Development Corp, Philippines
- Videocon Industries ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Essar Steel Hazira Ltd - India
- Parliament of New Zealand
- Bhoruka Overseas - Indonesia
- Port Waratah Coal Services - Australia
- Makarim & Taira - Indonesia
- Bharathi Cement Corporation - India
- Cigading International Bulk Terminal - Indonesia
- CNBM International Corporation - China
- Parry Sugars Refinery, India
- Maharashtra Electricity Regulatory Commission - India
- Bhatia International Limited - India
- Sindya Power Generating Company Private Ltd
- Australian Coal Association
- Star Paper Mills Limited - India
- Intertek Mineral Services - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Mercator Lines Limited - India
- Power Finance Corporation Ltd., India
- Madhucon Powers Ltd - India
- LBH Netherlands Bv - Netherlands
- Deloitte Consulting - India
- Holcim Trading Pte Ltd - Singapore
- Meenaskhi Energy Private Limited - India
- IEA Clean Coal Centre - UK
- SMG Consultants - Indonesia
- Samtan Co., Ltd - South Korea
- Oldendorff Carriers - Singapore
- AsiaOL BioFuels Corp., Philippines
- Meralco Power Generation, Philippines
- Indika Energy - Indonesia
- International Coal Ventures Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Tata Chemicals Ltd - India
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