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Tuesday, 20 March 18
SHIPPING MARKET ANALYSIS - GEORGE LAZARIDIS
 It has been a chilling start to the week for the global economy, with the vast majority of stock exchanges noting a fair drop, after a series of sell offs in the technology sector.
According to George Lazaridis, Head of Research & Valuations of Allied Shipping, at the face of it, it may well sound as if this is something restricted to an industry which is disconnected in its most part from the shipping industry. However, in part these tremors being noted in the form of price drops in equities are tied in part to the overall friction being seen in global trade. It has been just over two weeks since US President Donald Trump announced import tariffs on steel and aluminum, and the geopolitical aftershocks are still being felt. The period just after the announcement seems to be mainly characterized by a number of countries, including but not limited to Australia, the European Union and Japan, pushing to win exemptions from these newly announced tariffs. Yet, things seem to be taking a darker tone now, with a number of these countries now vowing to act through reprisal levies and tariffs on US imports.
George Lazaridis further noted that, as an overall read-through, the main note that most of us in shipping have taken is that these current tariffs have a limited direct effect on shipping markets. China, which is the leading producer of both these commodities has a minute share in the overall imports entering the US, despite the fact that the US President has focused on China in his usual populist rhetoric with regards to trade. China’s exports of steel and aluminum to the US amount to only just 0.03% of its GDP, while it only makes up around 4% of total steel imports into the US. The biggest threat has been to the US market’s main suppliers, which are the European Union, Canada, S. Korea, Mexico, Brazil and Japan, with Canada and Mexico having for the moment escaped the current levies as part of the ongoing negotiations with regards to the NAFTA trade agreement.
George Lazaridis Allied noted that, the majority of the rest seem to be taking the option of retaliatory levies quite seriously, while despite China being relatively unaffected for the time being, they have also joined in the general discussion proactively, possibly taking this opportunity to proclaim themselves as defenders of free trade.
The risk of a wider trade war sparking off does lay in the realm of possibility right now, yet even if things were to escalate to such a level, the negative effects on shipping would most likely come in the form of gradual waves. Under such a scenario we would likely see most retaliatory tariffs and levies being placed on finished final goods, possibly causing a disturbance on the containership market first and limited to mainly this sector in the initial phase. It would take a while before we would see a gradual slump emerge on the demand for raw materials, as the overall slump in global demand for finished products would slowly push purchasing managers to cut back their requirements.
This all sounds like a dire scenario indeed and most would be in angst as to the actual probability of such a series of events pulling through, especially given that we have only just started to see a favourable environment emerge in terms of global trade. The general thought and hope for the time being is that to some degree the US President will back down having been brought to his senses in a similar fashion to how back in the early 2000’s George W Bush eventually backed down on his protectionist steel-tariff plan. Lets hope things aren’t taken too far too quickly and we miss the point of no return.
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Monday, 07 May 18
BENCHMARK PRICE OF INDONESIAN THERMAL COAL DROPPED BACK BELOW $90 A TON THIS MONTH
COALspot.com: According to latest ministerial decree No. 1812 K/30/MEM/2018 dated 3 May 2018, the Indonesian Coal Price Reference (HBA) decline 5.5 ...
Monday, 07 May 18
SOUTH KOREA STATE-OWNED UTILITY KOREA MIDLAND POWER ISSUED A TENDER FOR 1 MILLION TONS OF BITUMINOUS COAL
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued a tender for 520,000 mt of min. 5700 NAR coal of Australian origi ...
Monday, 07 May 18
GLOBAL COAL DEMAND ROSE ABOUT 1% IN 2017; ASIA ACCOUNTED FOR THE LARGEST INCREASE IN COAL DEMAND, UP 35 MTOE RELATIVE TO 2016 - IEA
Global coal demand rose about 1% in 2017, reversing the declining trend seen over the last two years. This growth was mainly due to demand in Asia, ...
Friday, 04 May 18
ELECTRICITY GENERATION FROM RENEWABLES WAS SECOND ONLY TO COAL IN 2017 - IEA
World electricity demand increased by 3.1 %, significantly higher than the overall increase in energy demand. Together, China and India accounted f ...
Thursday, 03 May 18
SUPRAMAX: INDO - CHINA COAL ROUNDS ARE PAYING IN THE LOW-MID $12000 BSS SINGAPORE DELIVERY - FEARNLEYS
Supramax
As expected a slow and uneventful start to the week with holidays in many countries, however by mid-week some fresh requirements and pos ...
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Showing 1726 to 1730 news of total 6871 |
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- Tata Chemicals Ltd - India
- Jindal Steel & Power Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Therma Luzon, Inc, Philippines
- Toyota Tsusho Corporation, Japan
- Bukit Makmur.PT - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Wilmar Investment Holdings
- Orica Australia Pty. Ltd.
- White Energy Company Limited
- Billiton Holdings Pty Ltd - Australia
- Posco Energy - South Korea
- CNBM International Corporation - China
- Global Green Power PLC Corporation, Philippines
- India Bulls Power Limited - India
- Antam Resourcindo - Indonesia
- Samtan Co., Ltd - South Korea
- Eastern Coal Council - USA
- Central Electricity Authority - India
- The Treasury - Australian Government
- Tamil Nadu electricity Board
- Makarim & Taira - Indonesia
- Gujarat Sidhee Cement - India
- Lanco Infratech Ltd - India
- PowerSource Philippines DevCo
- Medco Energi Mining Internasional
- Ind-Barath Power Infra Limited - India
- Straits Asia Resources Limited - Singapore
- MS Steel International - UAE
- Videocon Industries ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Neyveli Lignite Corporation Ltd, - India
- Riau Bara Harum - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- PNOC Exploration Corporation - Philippines
- Kohat Cement Company Ltd. - Pakistan
- Planning Commission, India
- Mintek Dendrill Indonesia
- Kaltim Prima Coal - Indonesia
- OPG Power Generation Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Merrill Lynch Commodities Europe
- Marubeni Corporation - India
- Pendopo Energi Batubara - Indonesia
- Parry Sugars Refinery, India
- Ambuja Cements Ltd - India
- Kepco SPC Power Corporation, Philippines
- Indonesian Coal Mining Association
- Port Waratah Coal Services - Australia
- Mjunction Services Limited - India
- Jaiprakash Power Ventures ltd
- Baramulti Group, Indonesia
- Bhatia International Limited - India
- Ministry of Finance - Indonesia
- Renaissance Capital - South Africa
- Orica Mining Services - Indonesia
- Thai Mozambique Logistica
- Essar Steel Hazira Ltd - India
- Australian Coal Association
- Manunggal Multi Energi - Indonesia
- South Luzon Thermal Energy Corporation
- London Commodity Brokers - England
- Minerals Council of Australia
- Coal and Oil Company - UAE
- Formosa Plastics Group - Taiwan
- Rashtriya Ispat Nigam Limited - India
- Indo Tambangraya Megah - Indonesia
- Chettinad Cement Corporation Ltd - India
- Larsen & Toubro Limited - India
- Global Business Power Corporation, Philippines
- Indika Energy - Indonesia
- Metalloyd Limited - United Kingdom
- Borneo Indobara - Indonesia
- Dalmia Cement Bharat India
- GAC Shipping (India) Pvt Ltd
- LBH Netherlands Bv - Netherlands
- Sarangani Energy Corporation, Philippines
- Central Java Power - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Bangladesh Power Developement Board
- Siam City Cement - Thailand
- The State Trading Corporation of India Ltd
- TeaM Sual Corporation - Philippines
- Carbofer General Trading SA - India
- Bharathi Cement Corporation - India
- Kapuas Tunggal Persada - Indonesia
- Energy Development Corp, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Parliament of New Zealand
- Bulk Trading Sa - Switzerland
- VISA Power Limited - India
- San Jose City I Power Corp, Philippines
- Indogreen Group - Indonesia
- Romanian Commodities Exchange
- Maharashtra Electricity Regulatory Commission - India
- Savvy Resources Ltd - HongKong
- CIMB Investment Bank - Malaysia
- Krishnapatnam Port Company Ltd. - India
- International Coal Ventures Pvt Ltd - India
- Economic Council, Georgia
- Iligan Light & Power Inc, Philippines
- Latin American Coal - Colombia
- Xindia Steels Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Binh Thuan Hamico - Vietnam
- Bukit Asam (Persero) Tbk - Indonesia
- Power Finance Corporation Ltd., India
- Gujarat Mineral Development Corp Ltd - India
- The University of Queensland
- Agrawal Coal Company - India
- Electricity Authority, New Zealand
- Deloitte Consulting - India
- Attock Cement Pakistan Limited
- Chamber of Mines of South Africa
- GMR Energy Limited - India
- Global Coal Blending Company Limited - Australia
- Barasentosa Lestari - Indonesia
- Eastern Energy - Thailand
- Kobexindo Tractors - Indoneisa
- PetroVietnam Power Coal Import and Supply Company
- Kartika Selabumi Mining - Indonesia
- Bukit Baiduri Energy - Indonesia
- GVK Power & Infra Limited - India
- Commonwealth Bank - Australia
- Anglo American - United Kingdom
- Directorate Of Revenue Intelligence - India
- Mercator Lines Limited - India
- Banpu Public Company Limited - Thailand
- ASAPP Information Group - India
- Globalindo Alam Lestari - Indonesia
- Australian Commodity Traders Exchange
- Sical Logistics Limited - India
- SN Aboitiz Power Inc, Philippines
- Sindya Power Generating Company Private Ltd
- Electricity Generating Authority of Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Star Paper Mills Limited - India
- Price Waterhouse Coopers - Russia
- Cigading International Bulk Terminal - Indonesia
- Karaikal Port Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Holcim Trading Pte Ltd - Singapore
- Interocean Group of Companies - India
- ICICI Bank Limited - India
- Intertek Mineral Services - Indonesia
- Sakthi Sugars Limited - India
- Sojitz Corporation - Japan
- Coalindo Energy - Indonesia
- Salva Resources Pvt Ltd - India
- Energy Link Ltd, New Zealand
- Vedanta Resources Plc - India
- IEA Clean Coal Centre - UK
- Indian Energy Exchange, India
- Ministry of Transport, Egypt
- Pipit Mutiara Jaya. PT, Indonesia
- Independent Power Producers Association of India
- PTC India Limited - India
- Gujarat Electricity Regulatory Commission - India
- Siam City Cement PLC, Thailand
- Standard Chartered Bank - UAE
- SMC Global Power, Philippines
- Madhucon Powers Ltd - India
- Cement Manufacturers Association - India
- Edison Trading Spa - Italy
- Georgia Ports Authority, United States
- Semirara Mining Corp, Philippines
- Malabar Cements Ltd - India
- Aboitiz Power Corporation - Philippines
- Mercuria Energy - Indonesia
- IHS Mccloskey Coal Group - USA
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Uttam Galva Steels Limited - India
- Thiess Contractors Indonesia
- Indian Oil Corporation Limited
- Africa Commodities Group - South Africa
- Sree Jayajothi Cements Limited - India
- Meenaskhi Energy Private Limited - India
- Maheswari Brothers Coal Limited - India
- New Zealand Coal & Carbon
- Trasteel International SA, Italy
- Vizag Seaport Private Limited - India
- Wood Mackenzie - Singapore
- Kumho Petrochemical, South Korea
- Grasim Industreis Ltd - India
- McConnell Dowell - Australia
- Heidelberg Cement - Germany
- Leighton Contractors Pty Ltd - Australia
- Rio Tinto Coal - Australia
- Semirara Mining and Power Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Aditya Birla Group - India
- Coastal Gujarat Power Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Oldendorff Carriers - Singapore
- European Bulk Services B.V. - Netherlands
- Bhushan Steel Limited - India
- SMG Consultants - Indonesia
- Petron Corporation, Philippines
- Bhoruka Overseas - Indonesia
- Goldman Sachs - Singapore
- Ministry of Mines - Canada
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- GN Power Mariveles Coal Plant, Philippines
- AsiaOL BioFuels Corp., Philippines
- Simpson Spence & Young - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Sinarmas Energy and Mining - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Singapore Mercantile Exchange
- Meralco Power Generation, Philippines
- Bayan Resources Tbk. - Indonesia
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