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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, 25 July 18
TANKER MARKET INSIGHT - DIMITRIS KOURTESIS
We are now into the second half of 2018, which so far has not been a fruitful year for tankers. With 2020 quickly approaching we need to consider t ...
Tuesday, 24 July 18
TANKER MARKET : IN TERMS OF TRADE, THE STEPS THAT WERE SLOWLY BEING TAKEN BY OPEC AND RUSSIA - GEORGE LAZARIDIS
Despite the fact that the tanker market still seems to be in the midst of a perfect storm, there are still strong indicators that better sailing da ...
Thursday, 19 July 18
VINACOMIN PRODUCES OVER 20 MLN TONNES OF RAW COAL FROM YEAR'S START - VNA
The Vietnam National Coal and Mineral Industries Group (Vinacomin) has produced over 20 million tonnes of raw coal and 19.3 million of clean coal f ...
Wednesday, 18 July 18
INDONESIA TO AUCTION 16 MINING SITES - JP
Indonesia will soon auction 16 mining sites as no proposal submissions have been submitted by state-owned enterprises (BUMN) and regional administr ...
Wednesday, 18 July 18
SHIPPING MARKET INSIGHT - VASILIS MOIRIS
The new regulations for Chinese flag restricting import of Tier I ships have dominated market sentiment during the past days as buyers have been tr ...
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- Pipit Mutiara Jaya. PT, Indonesia
- Gujarat Electricity Regulatory Commission - India
- Indogreen Group - Indonesia
- Vizag Seaport Private Limited - India
- Indian Energy Exchange, India
- Ministry of Finance - Indonesia
- Aditya Birla Group - India
- Karbindo Abesyapradhi - Indoneisa
- Bhoruka Overseas - Indonesia
- Mercuria Energy - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Australian Coal Association
- Binh Thuan Hamico - Vietnam
- Anglo American - United Kingdom
- Formosa Plastics Group - Taiwan
- Bangladesh Power Developement Board
- Romanian Commodities Exchange
- PowerSource Philippines DevCo
- Deloitte Consulting - India
- Sojitz Corporation - Japan
- Indo Tambangraya Megah - Indonesia
- Thiess Contractors Indonesia
- Essar Steel Hazira Ltd - India
- International Coal Ventures Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Ceylon Electricity Board - Sri Lanka
- PetroVietnam Power Coal Import and Supply Company
- GAC Shipping (India) Pvt Ltd
- Australian Commodity Traders Exchange
- Eastern Energy - Thailand
- Chamber of Mines of South Africa
- Sarangani Energy Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Ind-Barath Power Infra Limited - India
- Straits Asia Resources Limited - Singapore
- Ministry of Mines - Canada
- Kepco SPC Power Corporation, Philippines
- Standard Chartered Bank - UAE
- Jaiprakash Power Ventures ltd
- CNBM International Corporation - China
- Bulk Trading Sa - Switzerland
- Antam Resourcindo - Indonesia
- Parry Sugars Refinery, India
- ASAPP Information Group - India
- Borneo Indobara - Indonesia
- Energy Development Corp, Philippines
- Cement Manufacturers Association - India
- Billiton Holdings Pty Ltd - Australia
- TeaM Sual Corporation - Philippines
- McConnell Dowell - Australia
- Rio Tinto Coal - Australia
- Lanco Infratech Ltd - India
- Goldman Sachs - Singapore
- AsiaOL BioFuels Corp., Philippines
- Kobexindo Tractors - Indoneisa
- South Luzon Thermal Energy Corporation
- Petrochimia International Co. Ltd.- Taiwan
- Oldendorff Carriers - Singapore
- PNOC Exploration Corporation - Philippines
- Wilmar Investment Holdings
- Indian Oil Corporation Limited
- Miang Besar Coal Terminal - Indonesia
- Banpu Public Company Limited - Thailand
- OPG Power Generation Pvt Ltd - India
- Sical Logistics Limited - India
- Siam City Cement PLC, Thailand
- SMC Global Power, Philippines
- Global Business Power Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Timah Investasi Mineral - Indoneisa
- New Zealand Coal & Carbon
- Bharathi Cement Corporation - India
- Maharashtra Electricity Regulatory Commission - India
- Rashtriya Ispat Nigam Limited - India
- Attock Cement Pakistan Limited
- Mintek Dendrill Indonesia
- White Energy Company Limited
- Economic Council, Georgia
- Energy Link Ltd, New Zealand
- Pendopo Energi Batubara - Indonesia
- Bhushan Steel Limited - India
- The State Trading Corporation of India Ltd
- Chettinad Cement Corporation Ltd - India
- Riau Bara Harum - Indonesia
- Electricity Generating Authority of Thailand
- Price Waterhouse Coopers - Russia
- Neyveli Lignite Corporation Ltd, - India
- Africa Commodities Group - South Africa
- The University of Queensland
- Globalindo Alam Lestari - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Baramulti Group, Indonesia
- Orica Mining Services - Indonesia
- Latin American Coal - Colombia
- Directorate General of MIneral and Coal - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Meenaskhi Energy Private Limited - India
- Intertek Mineral Services - Indonesia
- Ministry of Transport, Egypt
- Central Electricity Authority - India
- Bukit Makmur.PT - Indonesia
- Commonwealth Bank - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indonesian Coal Mining Association
- Trasteel International SA, Italy
- Kapuas Tunggal Persada - Indonesia
- Merrill Lynch Commodities Europe
- Medco Energi Mining Internasional
- Bukit Baiduri Energy - Indonesia
- Semirara Mining Corp, Philippines
- Grasim Industreis Ltd - India
- Meralco Power Generation, Philippines
- Carbofer General Trading SA - India
- Toyota Tsusho Corporation, Japan
- Star Paper Mills Limited - India
- Tamil Nadu electricity Board
- Marubeni Corporation - India
- Coal and Oil Company - UAE
- Bahari Cakrawala Sebuku - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Simpson Spence & Young - Indonesia
- Independent Power Producers Association of India
- VISA Power Limited - India
- Metalloyd Limited - United Kingdom
- Jorong Barutama Greston.PT - Indonesia
- Eastern Coal Council - USA
- GMR Energy Limited - India
- Aboitiz Power Corporation - Philippines
- Posco Energy - South Korea
- Holcim Trading Pte Ltd - Singapore
- LBH Netherlands Bv - Netherlands
- India Bulls Power Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- ICICI Bank Limited - India
- Bhatia International Limited - India
- Malabar Cements Ltd - India
- Interocean Group of Companies - India
- Alfred C Toepfer International GmbH - Germany
- Madhucon Powers Ltd - India
- Coastal Gujarat Power Limited - India
- Port Waratah Coal Services - Australia
- Tata Chemicals Ltd - India
- Larsen & Toubro Limited - India
- IEA Clean Coal Centre - UK
- Orica Australia Pty. Ltd.
- Kalimantan Lumbung Energi - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kohat Cement Company Ltd. - Pakistan
- Thai Mozambique Logistica
- Gujarat Mineral Development Corp Ltd - India
- Parliament of New Zealand
- IHS Mccloskey Coal Group - USA
- Altura Mining Limited, Indonesia
- Electricity Authority, New Zealand
- Heidelberg Cement - Germany
- Bayan Resources Tbk. - Indonesia
- Singapore Mercantile Exchange
- Mjunction Services Limited - India
- Minerals Council of Australia
- Xindia Steels Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Salva Resources Pvt Ltd - India
- SMG Consultants - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Maheswari Brothers Coal Limited - India
- Jindal Steel & Power Ltd - India
- GVK Power & Infra Limited - India
- Sinarmas Energy and Mining - Indonesia
- Sakthi Sugars Limited - India
- SN Aboitiz Power Inc, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Agrawal Coal Company - India
- Cigading International Bulk Terminal - Indonesia
- San Jose City I Power Corp, Philippines
- Renaissance Capital - South Africa
- Petron Corporation, Philippines
- Coalindo Energy - Indonesia
- Kumho Petrochemical, South Korea
- Indika Energy - Indonesia
- Samtan Co., Ltd - South Korea
- Global Green Power PLC Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- Sindya Power Generating Company Private Ltd
- PTC India Limited - India
- Directorate Of Revenue Intelligence - India
- MS Steel International - UAE
- Videocon Industries ltd - India
- Mercator Lines Limited - India
- Edison Trading Spa - Italy
- The Treasury - Australian Government
- GN Power Mariveles Coal Plant, Philippines
- Barasentosa Lestari - Indonesia
- Planning Commission, India
- Wood Mackenzie - Singapore
- Ambuja Cements Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kideco Jaya Agung - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Power Finance Corporation Ltd., India
- London Commodity Brokers - England
- Gujarat Sidhee Cement - India
- Iligan Light & Power Inc, Philippines
- Dalmia Cement Bharat India
- Central Java Power - Indonesia
- Therma Luzon, Inc, Philippines
- Makarim & Taira - Indonesia
- Vedanta Resources Plc - India
- European Bulk Services B.V. - Netherlands
- Savvy Resources Ltd - HongKong
- Uttam Galva Steels Limited - India
- Manunggal Multi Energi - Indonesia
- Sree Jayajothi Cements Limited - India
- Global Coal Blending Company Limited - Australia
- Georgia Ports Authority, United States
- Siam City Cement - Thailand
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