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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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Wednesday, 12 September 18
MARINE BUNKERS: THE END OF THE WORLD AS WE KNOW IT - IBIA
KNOWLEDGE TO ELEVATE
The world of bunkers is heading for rapid and fundamental changes and not just because of the 0.50% sulphur cap in 2020. ...
Wednesday, 12 September 18
SHIPPING MARKET INSIGHT - THEODORE NTALAKOS
A recovery in the shipping market since last year has buoyed optimism amongst the people in the industry. Yet if you are to ask most ship-owners if ...
Monday, 10 September 18
HANDYSIZE: PERIOD ACTIVITY REMAINED LIMITED WITH A 37,000DWT REPORTEDLY FIXED FOR FOUR TO SIX MONTHS AT $10,500, OPEN IN MALAYSIA IN MID-SEPTEMBER - BALTIC BRIEFING
Capesize
Rates came under pressure for the big ships last week, despite paper values holding at reasonable levels as these trades continued to ...
Thursday, 06 September 18
INDONESIAN COAL PRICE REFERENCE FALLS FOR FIRST TIME IN 3 MONTHS
COALspot.com: The benchmark price of Indonesian thermal coal falls for first time in three months.
According to the latest min ...
Thursday, 06 September 18
SUPRAMAX: SE ASIA-INDO ROUNDS WITH COAL HAVE BEEN CONCLUDED IN THE $13000S RANGE - FEARNLEYS
Capesize
The big ships experiencing a bump in the road towards what is commonly expected to be by far the best period of this year. Average dai ...
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Showing 1626 to 1630 news of total 6871 |
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- Sindya Power Generating Company Private Ltd
- Toyota Tsusho Corporation, Japan
- ICICI Bank Limited - India
- Orica Mining Services - Indonesia
- Makarim & Taira - Indonesia
- The University of Queensland
- Bayan Resources Tbk. - Indonesia
- Kaltim Prima Coal - Indonesia
- European Bulk Services B.V. - Netherlands
- Coastal Gujarat Power Limited - India
- Alfred C Toepfer International GmbH - Germany
- Straits Asia Resources Limited - Singapore
- Maharashtra Electricity Regulatory Commission - India
- Timah Investasi Mineral - Indoneisa
- Siam City Cement - Thailand
- Bukit Makmur.PT - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Krishnapatnam Port Company Ltd. - India
- Chettinad Cement Corporation Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Sojitz Corporation - Japan
- Star Paper Mills Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Orica Australia Pty. Ltd.
- Samtan Co., Ltd - South Korea
- Sical Logistics Limited - India
- Wilmar Investment Holdings
- Medco Energi Mining Internasional
- Latin American Coal - Colombia
- Formosa Plastics Group - Taiwan
- Mercuria Energy - Indonesia
- Thiess Contractors Indonesia
- Price Waterhouse Coopers - Russia
- Semirara Mining and Power Corporation, Philippines
- Energy Development Corp, Philippines
- Dalmia Cement Bharat India
- Grasim Industreis Ltd - India
- Port Waratah Coal Services - Australia
- ASAPP Information Group - India
- Essar Steel Hazira Ltd - India
- Bhatia International Limited - India
- Cement Manufacturers Association - India
- Banpu Public Company Limited - Thailand
- Economic Council, Georgia
- Merrill Lynch Commodities Europe
- Ministry of Finance - Indonesia
- San Jose City I Power Corp, Philippines
- Global Business Power Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Altura Mining Limited, Indonesia
- Attock Cement Pakistan Limited
- Eastern Energy - Thailand
- PTC India Limited - India
- Ceylon Electricity Board - Sri Lanka
- Petrochimia International Co. Ltd.- Taiwan
- Madhucon Powers Ltd - India
- GAC Shipping (India) Pvt Ltd
- Ministry of Transport, Egypt
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kepco SPC Power Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- South Luzon Thermal Energy Corporation
- Intertek Mineral Services - Indonesia
- McConnell Dowell - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- International Coal Ventures Pvt Ltd - India
- Salva Resources Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Kumho Petrochemical, South Korea
- Bhoruka Overseas - Indonesia
- Karaikal Port Pvt Ltd - India
- Petron Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Planning Commission, India
- Indogreen Group - Indonesia
- IHS Mccloskey Coal Group - USA
- Uttam Galva Steels Limited - India
- Meenaskhi Energy Private Limited - India
- Antam Resourcindo - Indonesia
- Rio Tinto Coal - Australia
- Ministry of Mines - Canada
- Aboitiz Power Corporation - Philippines
- Iligan Light & Power Inc, Philippines
- GMR Energy Limited - India
- GVK Power & Infra Limited - India
- Tamil Nadu electricity Board
- Kideco Jaya Agung - Indonesia
- Borneo Indobara - Indonesia
- Bulk Trading Sa - Switzerland
- Sinarmas Energy and Mining - Indonesia
- Mintek Dendrill Indonesia
- Vizag Seaport Private Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Central Java Power - Indonesia
- Global Coal Blending Company Limited - Australia
- Simpson Spence & Young - Indonesia
- Baramulti Group, Indonesia
- PowerSource Philippines DevCo
- SMC Global Power, Philippines
- TeaM Sual Corporation - Philippines
- Manunggal Multi Energi - Indonesia
- Videocon Industries ltd - India
- Minerals Council of Australia
- Indika Energy - Indonesia
- New Zealand Coal & Carbon
- Maheswari Brothers Coal Limited - India
- Standard Chartered Bank - UAE
- Kapuas Tunggal Persada - Indonesia
- Directorate Of Revenue Intelligence - India
- Interocean Group of Companies - India
- Anglo American - United Kingdom
- Kartika Selabumi Mining - Indonesia
- Mercator Lines Limited - India
- Miang Besar Coal Terminal - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- Chamber of Mines of South Africa
- Edison Trading Spa - Italy
- Aditya Birla Group - India
- Eastern Coal Council - USA
- VISA Power Limited - India
- Gujarat Electricity Regulatory Commission - India
- Power Finance Corporation Ltd., India
- Agrawal Coal Company - India
- Directorate General of MIneral and Coal - Indonesia
- Therma Luzon, Inc, Philippines
- PNOC Exploration Corporation - Philippines
- Singapore Mercantile Exchange
- Pendopo Energi Batubara - Indonesia
- Sakthi Sugars Limited - India
- Commonwealth Bank - Australia
- AsiaOL BioFuels Corp., Philippines
- Africa Commodities Group - South Africa
- Bukit Baiduri Energy - Indonesia
- Parry Sugars Refinery, India
- Tata Chemicals Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Indonesian Coal Mining Association
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Oldendorff Carriers - Singapore
- Energy Link Ltd, New Zealand
- Lanco Infratech Ltd - India
- SMG Consultants - Indonesia
- Malabar Cements Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Independent Power Producers Association of India
- Marubeni Corporation - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sarangani Energy Corporation, Philippines
- Jindal Steel & Power Ltd - India
- CNBM International Corporation - China
- Neyveli Lignite Corporation Ltd, - India
- Bangladesh Power Developement Board
- White Energy Company Limited
- Global Green Power PLC Corporation, Philippines
- MS Steel International - UAE
- Savvy Resources Ltd - HongKong
- Mjunction Services Limited - India
- Electricity Generating Authority of Thailand
- Wood Mackenzie - Singapore
- Trasteel International SA, Italy
- Australian Coal Association
- PetroVietnam Power Coal Import and Supply Company
- The Treasury - Australian Government
- Kohat Cement Company Ltd. - Pakistan
- Larsen & Toubro Limited - India
- Ind-Barath Power Infra Limited - India
- Globalindo Alam Lestari - Indonesia
- Coal and Oil Company - UAE
- Siam City Cement PLC, Thailand
- Coalindo Energy - Indonesia
- Renaissance Capital - South Africa
- London Commodity Brokers - England
- OPG Power Generation Pvt Ltd - India
- Meralco Power Generation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- Deloitte Consulting - India
- Posco Energy - South Korea
- Central Electricity Authority - India
- Goldman Sachs - Singapore
- Indian Oil Corporation Limited
- Bharathi Cement Corporation - India
- Vedanta Resources Plc - India
- Georgia Ports Authority, United States
- Thai Mozambique Logistica
- LBH Netherlands Bv - Netherlands
- Ambuja Cements Ltd - India
- The State Trading Corporation of India Ltd
- Gujarat Sidhee Cement - India
- Bhushan Steel Limited - India
- Electricity Authority, New Zealand
- Xindia Steels Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Barasentosa Lestari - Indonesia
- Jaiprakash Power Ventures ltd
- Heidelberg Cement - Germany
- TNB Fuel Sdn Bhd - Malaysia
- Bukit Asam (Persero) Tbk - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Australian Commodity Traders Exchange
- Sree Jayajothi Cements Limited - India
- Binh Thuan Hamico - Vietnam
- Carbofer General Trading SA - India
- Riau Bara Harum - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Indian Energy Exchange, India
- Indo Tambangraya Megah - Indonesia
- Holcim Trading Pte Ltd - Singapore
- CIMB Investment Bank - Malaysia
- Parliament of New Zealand
- Romanian Commodities Exchange
- India Bulls Power Limited - India
- Bahari Cakrawala Sebuku - Indonesia
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