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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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Friday, 03 August 18
HBA HAS RISEN 28.41 PER CENT IN A YEAR TO BE AT THEIR HIGHEST LEVELS SINCE JANUARY 2012
COALspot.com: The benchmark price of Indonesian thermal coal has risen 28.41 per cent in a year to be at their highest levels since January 2012.&n ...
Thursday, 02 August 18
INDO / CHINA COAL RV'S IS PAYING AROUND USD 11,000 TO SUPRAS BSS DELIVERY SINGAPORE - FEARNLEYS
Capesize
The counter seasonally strong market during the summer months bodes well for the remainder of the year.
According ...
Wednesday, 01 August 18
JOKOWI CANCELS PLAN TO REVOKE COAL DMO - JP
President Joko "Jokowi" Widodo on Tuesday has canceled the government’s plan to revoke the domestic market obligation (DMO) for coa ...
Wednesday, 01 August 18
SHIPPING MARKET INSIGHT - GIANNIS ANDRITSOPOULOS
The dry bulk market activity over the past four weeks has remained stable when compared to the previous months. There are concerns with regards to ...
Tuesday, 31 July 18
INDONESIA UNLIKELY TO CHANGE COAL SUPPLY, PRICING RULES UNTIL 2019 - REUTERS
Indonesia is unlikely to change its rules on domestic coal supply and pricing until 2019, Coordinating Maritime Minister Luhut Pandjaitan said on M ...
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- ASAPP Information Group - India
- Neyveli Lignite Corporation Ltd, - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- McConnell Dowell - Australia
- Madhucon Powers Ltd - India
- MS Steel International - UAE
- Kohat Cement Company Ltd. - Pakistan
- Asmin Koalindo Tuhup - Indonesia
- Makarim & Taira - Indonesia
- Toyota Tsusho Corporation, Japan
- International Coal Ventures Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Latin American Coal - Colombia
- Dalmia Cement Bharat India
- Central Java Power - Indonesia
- Coastal Gujarat Power Limited - India
- Tamil Nadu electricity Board
- Bahari Cakrawala Sebuku - Indonesia
- Chettinad Cement Corporation Ltd - India
- Therma Luzon, Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Cement Manufacturers Association - India
- Medco Energi Mining Internasional
- Deloitte Consulting - India
- Gujarat Electricity Regulatory Commission - India
- Bhoruka Overseas - Indonesia
- Ministry of Transport, Egypt
- Bukit Makmur.PT - Indonesia
- IEA Clean Coal Centre - UK
- Global Coal Blending Company Limited - Australia
- Indian Energy Exchange, India
- PetroVietnam Power Coal Import and Supply Company
- Star Paper Mills Limited - India
- Bayan Resources Tbk. - Indonesia
- Posco Energy - South Korea
- Metalloyd Limited - United Kingdom
- Independent Power Producers Association of India
- Altura Mining Limited, Indonesia
- India Bulls Power Limited - India
- Mjunction Services Limited - India
- Central Electricity Authority - India
- Petrochimia International Co. Ltd.- Taiwan
- Semirara Mining and Power Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Baramulti Group, Indonesia
- Timah Investasi Mineral - Indoneisa
- Sree Jayajothi Cements Limited - India
- Africa Commodities Group - South Africa
- Commonwealth Bank - Australia
- Economic Council, Georgia
- Globalindo Alam Lestari - Indonesia
- Australian Commodity Traders Exchange
- PTC India Limited - India
- Eastern Energy - Thailand
- Alfred C Toepfer International GmbH - Germany
- Renaissance Capital - South Africa
- Pendopo Energi Batubara - Indonesia
- Parry Sugars Refinery, India
- Bhatia International Limited - India
- Heidelberg Cement - Germany
- Kapuas Tunggal Persada - Indonesia
- Indian Oil Corporation Limited
- Binh Thuan Hamico - Vietnam
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Electricity Authority, New Zealand
- European Bulk Services B.V. - Netherlands
- GN Power Mariveles Coal Plant, Philippines
- Petron Corporation, Philippines
- Port Waratah Coal Services - Australia
- Global Green Power PLC Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Thiess Contractors Indonesia
- Rio Tinto Coal - Australia
- LBH Netherlands Bv - Netherlands
- Aboitiz Power Corporation - Philippines
- Sakthi Sugars Limited - India
- Kobexindo Tractors - Indoneisa
- Marubeni Corporation - India
- Power Finance Corporation Ltd., India
- Leighton Contractors Pty Ltd - Australia
- Bulk Trading Sa - Switzerland
- TeaM Sual Corporation - Philippines
- Bharathi Cement Corporation - India
- IHS Mccloskey Coal Group - USA
- Ceylon Electricity Board - Sri Lanka
- Energy Development Corp, Philippines
- Orica Australia Pty. Ltd.
- Bangladesh Power Developement Board
- Anglo American - United Kingdom
- Borneo Indobara - Indonesia
- Samtan Co., Ltd - South Korea
- Mercator Lines Limited - India
- Directorate Of Revenue Intelligence - India
- Sical Logistics Limited - India
- Iligan Light & Power Inc, Philippines
- Aditya Birla Group - India
- Krishnapatnam Port Company Ltd. - India
- Vijayanagar Sugar Pvt Ltd - India
- GVK Power & Infra Limited - India
- Intertek Mineral Services - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Price Waterhouse Coopers - Russia
- Interocean Group of Companies - India
- SMG Consultants - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Larsen & Toubro Limited - India
- Manunggal Multi Energi - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Gujarat Sidhee Cement - India
- Jindal Steel & Power Ltd - India
- Maheswari Brothers Coal Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Eastern Coal Council - USA
- The Treasury - Australian Government
- San Jose City I Power Corp, Philippines
- ICICI Bank Limited - India
- Ind-Barath Power Infra Limited - India
- SN Aboitiz Power Inc, Philippines
- PowerSource Philippines DevCo
- White Energy Company Limited
- GMR Energy Limited - India
- The State Trading Corporation of India Ltd
- Chamber of Mines of South Africa
- Planning Commission, India
- Siam City Cement PLC, Thailand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Karaikal Port Pvt Ltd - India
- Romanian Commodities Exchange
- New Zealand Coal & Carbon
- The University of Queensland
- Simpson Spence & Young - Indonesia
- Carbofer General Trading SA - India
- Kartika Selabumi Mining - Indonesia
- Grasim Industreis Ltd - India
- CNBM International Corporation - China
- Standard Chartered Bank - UAE
- Sojitz Corporation - Japan
- Tata Chemicals Ltd - India
- Electricity Generating Authority of Thailand
- Merrill Lynch Commodities Europe
- Goldman Sachs - Singapore
- Sindya Power Generating Company Private Ltd
- Mintek Dendrill Indonesia
- Wilmar Investment Holdings
- Antam Resourcindo - Indonesia
- Agrawal Coal Company - India
- Attock Cement Pakistan Limited
- Jorong Barutama Greston.PT - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Formosa Plastics Group - Taiwan
- Uttam Galva Steels Limited - India
- Ambuja Cements Ltd - India
- Xindia Steels Limited - India
- Thai Mozambique Logistica
- Australian Coal Association
- Barasentosa Lestari - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Malabar Cements Ltd - India
- Indo Tambangraya Megah - Indonesia
- VISA Power Limited - India
- PNOC Exploration Corporation - Philippines
- Ministry of Finance - Indonesia
- Meralco Power Generation, Philippines
- Meenaskhi Energy Private Limited - India
- Indonesian Coal Mining Association
- Bukit Baiduri Energy - Indonesia
- Wood Mackenzie - Singapore
- Edison Trading Spa - Italy
- London Commodity Brokers - England
- Mercuria Energy - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Billiton Holdings Pty Ltd - Australia
- Bhushan Steel Limited - India
- Ministry of Mines - Canada
- Vizag Seaport Private Limited - India
- Banpu Public Company Limited - Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- Indogreen Group - Indonesia
- Riau Bara Harum - Indonesia
- Savvy Resources Ltd - HongKong
- Karbindo Abesyapradhi - Indoneisa
- Global Business Power Corporation, Philippines
- Salva Resources Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- Georgia Ports Authority, United States
- Siam City Cement - Thailand
- Sarangani Energy Corporation, Philippines
- Jaiprakash Power Ventures ltd
- Oldendorff Carriers - Singapore
- Directorate General of MIneral and Coal - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Kideco Jaya Agung - Indonesia
- Energy Link Ltd, New Zealand
- Parliament of New Zealand
- Minerals Council of Australia
- Semirara Mining Corp, Philippines
- Straits Asia Resources Limited - Singapore
- Indika Energy - Indonesia
- GAC Shipping (India) Pvt Ltd
- TNB Fuel Sdn Bhd - Malaysia
- Kaltim Prima Coal - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Orica Mining Services - Indonesia
- SMC Global Power, Philippines
- Videocon Industries ltd - India
- Singapore Mercantile Exchange
- Kepco SPC Power Corporation, Philippines
- Lanco Infratech Ltd - India
- Kumho Petrochemical, South Korea
- Coal and Oil Company - UAE
- Trasteel International SA, Italy
- Vedanta Resources Plc - India
- Maharashtra Electricity Regulatory Commission - India
- Coalindo Energy - Indonesia
- OPG Power Generation Pvt Ltd - India
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