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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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Wednesday, 07 March 18
WHEN AN IRRESISTIBLE FORCE MEETS AN IMMOVABLE OBJECT - GARD
KNOWLEDGE TO ELEVATE
Negotiable bills of lading are fundamental to trade. As documents of title, they are essential to the sale and carriage o ...
Wednesday, 07 March 18
SHIPPING MARKET INSIGHT - GIANNIS ANDRITSOPOULOS
The comparably small upside Handysize asset values have noted compared to other sizes since the historical lows of the dry bulk market in combinati ...
Tuesday, 06 March 18
FOREIGN INVESTORS ALLOWED TO BID FOR BIG MINING CONCESSIONS - THE JAKARTA POST
The government has allowed foreign investors to bid for mining concessions with a total area of more than 500 hectares, while smaller areas will be ...
Tuesday, 06 March 18
LNG VESSELS HAVE EMERGED AS THE FASTEST GROWING SEGMENT FOR THE WATERWAY - GERRY LATHROP
The day was July 25th 2016, a partly cloudy day on the Panama canal, and to most people a rather innocuous day without any real merit, however in s ...
Friday, 02 March 18
ANGLO AMERICAN COMPLETES SALE OF ESKOM-TIED THERMAL COAL OPERATIONS IN SOUTH AFRICA
Anglo American plc (“Anglo American”) confirms completion of the sale of its Eskom-tied domestic thermal coal operations in South Afric ...
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Showing 1786 to 1790 news of total 6871 |
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- Asmin Koalindo Tuhup - Indonesia
- Savvy Resources Ltd - HongKong
- Grasim Industreis Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Mercator Lines Limited - India
- Siam City Cement - Thailand
- Standard Chartered Bank - UAE
- Altura Mining Limited, Indonesia
- TeaM Sual Corporation - Philippines
- Riau Bara Harum - Indonesia
- Cement Manufacturers Association - India
- Eastern Energy - Thailand
- Larsen & Toubro Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- CIMB Investment Bank - Malaysia
- Directorate General of MIneral and Coal - Indonesia
- Globalindo Alam Lestari - Indonesia
- Global Green Power PLC Corporation, Philippines
- Malabar Cements Ltd - India
- Siam City Cement PLC, Thailand
- Coalindo Energy - Indonesia
- Mjunction Services Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Star Paper Mills Limited - India
- Coal and Oil Company - UAE
- McConnell Dowell - Australia
- Karaikal Port Pvt Ltd - India
- Central Java Power - Indonesia
- GVK Power & Infra Limited - India
- The State Trading Corporation of India Ltd
- Madhucon Powers Ltd - India
- Indian Oil Corporation Limited
- Economic Council, Georgia
- Australian Coal Association
- Edison Trading Spa - Italy
- Energy Development Corp, Philippines
- Sakthi Sugars Limited - India
- Orica Mining Services - Indonesia
- OPG Power Generation Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- ICICI Bank Limited - India
- Attock Cement Pakistan Limited
- Deloitte Consulting - India
- Latin American Coal - Colombia
- Bukit Makmur.PT - Indonesia
- Planning Commission, India
- Chettinad Cement Corporation Ltd - India
- Independent Power Producers Association of India
- International Coal Ventures Pvt Ltd - India
- Interocean Group of Companies - India
- Bangladesh Power Developement Board
- Karbindo Abesyapradhi - Indoneisa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- MS Steel International - UAE
- Gujarat Electricity Regulatory Commission - India
- Chamber of Mines of South Africa
- Ministry of Transport, Egypt
- Rio Tinto Coal - Australia
- Jaiprakash Power Ventures ltd
- Ministry of Mines - Canada
- Salva Resources Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Krishnapatnam Port Company Ltd. - India
- Pipit Mutiara Jaya. PT, Indonesia
- Aditya Birla Group - India
- Kohat Cement Company Ltd. - Pakistan
- Sree Jayajothi Cements Limited - India
- Tata Chemicals Ltd - India
- Global Coal Blending Company Limited - Australia
- PTC India Limited - India
- Tamil Nadu electricity Board
- Indika Energy - Indonesia
- IHS Mccloskey Coal Group - USA
- Binh Thuan Hamico - Vietnam
- European Bulk Services B.V. - Netherlands
- Pendopo Energi Batubara - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Bukit Asam (Persero) Tbk - Indonesia
- Oldendorff Carriers - Singapore
- Vedanta Resources Plc - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Singapore Mercantile Exchange
- Timah Investasi Mineral - Indoneisa
- Indonesian Coal Mining Association
- India Bulls Power Limited - India
- Samtan Co., Ltd - South Korea
- Thai Mozambique Logistica
- Mintek Dendrill Indonesia
- Sojitz Corporation - Japan
- Aboitiz Power Corporation - Philippines
- Makarim & Taira - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- London Commodity Brokers - England
- Goldman Sachs - Singapore
- AsiaOL BioFuels Corp., Philippines
- Vizag Seaport Private Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Essar Steel Hazira Ltd - India
- Marubeni Corporation - India
- Iligan Light & Power Inc, Philippines
- Bulk Trading Sa - Switzerland
- Bahari Cakrawala Sebuku - Indonesia
- Semirara Mining Corp, Philippines
- Parry Sugars Refinery, India
- Meralco Power Generation, Philippines
- Price Waterhouse Coopers - Russia
- Electricity Generating Authority of Thailand
- Ind-Barath Power Infra Limited - India
- Straits Asia Resources Limited - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Anglo American - United Kingdom
- LBH Netherlands Bv - Netherlands
- Ministry of Finance - Indonesia
- Carbofer General Trading SA - India
- Petron Corporation, Philippines
- Electricity Authority, New Zealand
- Energy Link Ltd, New Zealand
- Merrill Lynch Commodities Europe
- GAC Shipping (India) Pvt Ltd
- South Luzon Thermal Energy Corporation
- Gujarat Sidhee Cement - India
- Thiess Contractors Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Toyota Tsusho Corporation, Japan
- SN Aboitiz Power Inc, Philippines
- Bhoruka Overseas - Indonesia
- Barasentosa Lestari - Indonesia
- PNOC Exploration Corporation - Philippines
- Power Finance Corporation Ltd., India
- Bhushan Steel Limited - India
- Bayan Resources Tbk. - Indonesia
- The University of Queensland
- Commonwealth Bank - Australia
- Borneo Indobara - Indonesia
- Lanco Infratech Ltd - India
- Kepco SPC Power Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Uttam Galva Steels Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Port Waratah Coal Services - Australia
- Kobexindo Tractors - Indoneisa
- Kartika Selabumi Mining - Indonesia
- Metalloyd Limited - United Kingdom
- Rashtriya Ispat Nigam Limited - India
- Renaissance Capital - South Africa
- PowerSource Philippines DevCo
- White Energy Company Limited
- Eastern Coal Council - USA
- Africa Commodities Group - South Africa
- Cigading International Bulk Terminal - Indonesia
- Jindal Steel & Power Ltd - India
- GMR Energy Limited - India
- VISA Power Limited - India
- Ceylon Electricity Board - Sri Lanka
- Posco Energy - South Korea
- SMC Global Power, Philippines
- Medco Energi Mining Internasional
- Manunggal Multi Energi - Indonesia
- Therma Luzon, Inc, Philippines
- Bharathi Cement Corporation - India
- Videocon Industries ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Formosa Plastics Group - Taiwan
- New Zealand Coal & Carbon
- IEA Clean Coal Centre - UK
- Sinarmas Energy and Mining - Indonesia
- Bhatia International Limited - India
- Banpu Public Company Limited - Thailand
- Simpson Spence & Young - Indonesia
- Intertek Mineral Services - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Australian Commodity Traders Exchange
- Georgia Ports Authority, United States
- Wilmar Investment Holdings
- Antam Resourcindo - Indonesia
- Wood Mackenzie - Singapore
- Romanian Commodities Exchange
- Meenaskhi Energy Private Limited - India
- Agrawal Coal Company - India
- Billiton Holdings Pty Ltd - Australia
- Orica Australia Pty. Ltd.
- Kapuas Tunggal Persada - Indonesia
- Trasteel International SA, Italy
- Holcim Trading Pte Ltd - Singapore
- Indogreen Group - Indonesia
- Xindia Steels Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Parliament of New Zealand
- Ambuja Cements Ltd - India
- Indian Energy Exchange, India
- The Treasury - Australian Government
- Heidelberg Cement - Germany
- Bukit Baiduri Energy - Indonesia
- Miang Besar Coal Terminal - Indonesia
- San Jose City I Power Corp, Philippines
- Minerals Council of Australia
- Indo Tambangraya Megah - Indonesia
- Kumho Petrochemical, South Korea
- Gujarat Mineral Development Corp Ltd - India
- Maheswari Brothers Coal Limited - India
- Mercuria Energy - Indonesia
- Sarangani Energy Corporation, Philippines
- Dalmia Cement Bharat India
- Neyveli Lignite Corporation Ltd, - India
- ASAPP Information Group - India
- Kideco Jaya Agung - Indonesia
- SMG Consultants - Indonesia
- Baramulti Group, Indonesia
- Central Electricity Authority - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- CNBM International Corporation - China
- Directorate Of Revenue Intelligence - India
- Sical Logistics Limited - India
- Coastal Gujarat Power Limited - India
- Kaltim Prima Coal - Indonesia
- PetroVietnam Power Coal Import and Supply Company
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