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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, 06 July 18
HOW FLEET SIZE, CORPORATE PROFILE AND STRATEGY ARE DECIDING FACTORS IN SELECTING AN APPROPRIATE FINANCING STRATEGY - PWC
KNOWLEDGE TO ELEVATE
The challenges that shipping companies are facing when selecting an appropriate financing strategy during the current per ...
Friday, 06 July 18
INDIA: GOVT TO RELAX CURBS ON INDIAN FIRMS CHARTERING FOREIGN SHIPS - HINDU BUSINESS LINE
The Ministry of Shipping is clearly in reform mode. On the heels of the recent relaxation of the cabotage law, which allows foreign flag vessels to ...
Friday, 06 July 18
AUSTRALIAN NEWCASTLE SPOT COAL PRICES HIT $120 FOR 1ST TIME SINCE 2012 - REUTERS
Australian thermal coal prices have broken through $120 per tonne for the first time since 2012, driven up by strong consumption in Asia and spot m ...
Thursday, 05 July 18
WHAT THE FAILED GLENCORE-TOHOKU COAL TALKS MEAN FOR THE MARKET - REUTERS
Electric utilities in Japan and other Asian countries are driving blind when it comes to coal prices after the failure of Japan’s Tohoku Elec ...
Thursday, 05 July 18
INDONESIAN COAL PRICE REFERENCE HITS 74 MONTHS HIGH OF $104.65 A TON
COALspot.com: HBA keeps rising. According to latest ministerial decree No.1892 K/30/MEM/2018 dated 2 July 2018, the Indonesian Coal Price Reference ...
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- PTC India Limited - India
- ASAPP Information Group - India
- Commonwealth Bank - Australia
- Sindya Power Generating Company Private Ltd
- Power Finance Corporation Ltd., India
- Bhatia International Limited - India
- CNBM International Corporation - China
- Price Waterhouse Coopers - Russia
- Larsen & Toubro Limited - India
- PowerSource Philippines DevCo
- Petrochimia International Co. Ltd.- Taiwan
- Coastal Gujarat Power Limited - India
- Uttam Galva Steels Limited - India
- Miang Besar Coal Terminal - Indonesia
- Latin American Coal - Colombia
- Trasteel International SA, Italy
- Sree Jayajothi Cements Limited - India
- Iligan Light & Power Inc, Philippines
- Electricity Authority, New Zealand
- South Luzon Thermal Energy Corporation
- Aditya Birla Group - India
- McConnell Dowell - Australia
- Altura Mining Limited, Indonesia
- Chettinad Cement Corporation Ltd - India
- Kepco SPC Power Corporation, Philippines
- Ministry of Transport, Egypt
- Posco Energy - South Korea
- LBH Netherlands Bv - Netherlands
- GAC Shipping (India) Pvt Ltd
- Planning Commission, India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Malabar Cements Ltd - India
- The Treasury - Australian Government
- Grasim Industreis Ltd - India
- Pendopo Energi Batubara - Indonesia
- Kumho Petrochemical, South Korea
- Sakthi Sugars Limited - India
- Mintek Dendrill Indonesia
- Vizag Seaport Private Limited - India
- Meralco Power Generation, Philippines
- The University of Queensland
- Interocean Group of Companies - India
- Carbofer General Trading SA - India
- Georgia Ports Authority, United States
- Chamber of Mines of South Africa
- Krishnapatnam Port Company Ltd. - India
- Metalloyd Limited - United Kingdom
- Energy Link Ltd, New Zealand
- Indogreen Group - Indonesia
- Marubeni Corporation - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- San Jose City I Power Corp, Philippines
- Cement Manufacturers Association - India
- TNB Fuel Sdn Bhd - Malaysia
- Jindal Steel & Power Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Economic Council, Georgia
- Agrawal Coal Company - India
- Bukit Makmur.PT - Indonesia
- Global Green Power PLC Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- AsiaOL BioFuels Corp., Philippines
- Central Electricity Authority - India
- MS Steel International - UAE
- Goldman Sachs - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- Siam City Cement - Thailand
- Karaikal Port Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- Asmin Koalindo Tuhup - Indonesia
- OPG Power Generation Pvt Ltd - India
- Sical Logistics Limited - India
- Barasentosa Lestari - Indonesia
- The State Trading Corporation of India Ltd
- Tamil Nadu electricity Board
- Anglo American - United Kingdom
- ICICI Bank Limited - India
- Semirara Mining and Power Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Maheswari Brothers Coal Limited - India
- Medco Energi Mining Internasional
- Singapore Mercantile Exchange
- Lanco Infratech Ltd - India
- IEA Clean Coal Centre - UK
- Port Waratah Coal Services - Australia
- Siam City Cement PLC, Thailand
- International Coal Ventures Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Leighton Contractors Pty Ltd - Australia
- Global Business Power Corporation, Philippines
- White Energy Company Limited
- Energy Development Corp, Philippines
- Baramulti Group, Indonesia
- Formosa Plastics Group - Taiwan
- Manunggal Multi Energi - Indonesia
- IHS Mccloskey Coal Group - USA
- India Bulls Power Limited - India
- Bulk Trading Sa - Switzerland
- Bangladesh Power Developement Board
- Kohat Cement Company Ltd. - Pakistan
- Timah Investasi Mineral - Indoneisa
- Romanian Commodities Exchange
- European Bulk Services B.V. - Netherlands
- SMC Global Power, Philippines
- Heidelberg Cement - Germany
- Mjunction Services Limited - India
- Indo Tambangraya Megah - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Standard Chartered Bank - UAE
- Coalindo Energy - Indonesia
- Ambuja Cements Ltd - India
- Rio Tinto Coal - Australia
- Kideco Jaya Agung - Indonesia
- Intertek Mineral Services - Indonesia
- Antam Resourcindo - Indonesia
- SMG Consultants - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Ind-Barath Power Infra Limited - India
- Sarangani Energy Corporation, Philippines
- Petron Corporation, Philippines
- Thai Mozambique Logistica
- Jorong Barutama Greston.PT - Indonesia
- Directorate Of Revenue Intelligence - India
- Alfred C Toepfer International GmbH - Germany
- Tata Chemicals Ltd - India
- Bhoruka Overseas - Indonesia
- Electricity Generating Authority of Thailand
- Therma Luzon, Inc, Philippines
- PNOC Exploration Corporation - Philippines
- CIMB Investment Bank - Malaysia
- Wood Mackenzie - Singapore
- Eastern Energy - Thailand
- Global Coal Blending Company Limited - Australia
- Binh Thuan Hamico - Vietnam
- GMR Energy Limited - India
- Sojitz Corporation - Japan
- Toyota Tsusho Corporation, Japan
- Aboitiz Power Corporation - Philippines
- Kobexindo Tractors - Indoneisa
- TeaM Sual Corporation - Philippines
- Oldendorff Carriers - Singapore
- Orica Australia Pty. Ltd.
- Gujarat Electricity Regulatory Commission - India
- Neyveli Lignite Corporation Ltd, - India
- Bayan Resources Tbk. - Indonesia
- Savvy Resources Ltd - HongKong
- Bukit Asam (Persero) Tbk - Indonesia
- Star Paper Mills Limited - India
- Thiess Contractors Indonesia
- Edison Trading Spa - Italy
- Bukit Baiduri Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Gujarat Sidhee Cement - India
- London Commodity Brokers - England
- Simpson Spence & Young - Indonesia
- Indika Energy - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Renaissance Capital - South Africa
- Maharashtra Electricity Regulatory Commission - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Attock Cement Pakistan Limited
- Parliament of New Zealand
- Wilmar Investment Holdings
- Ceylon Electricity Board - Sri Lanka
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Coal and Oil Company - UAE
- Videocon Industries ltd - India
- Cigading International Bulk Terminal - Indonesia
- Jaiprakash Power Ventures ltd
- Madhucon Powers Ltd - India
- Mercator Lines Limited - India
- Salva Resources Pvt Ltd - India
- Dalmia Cement Bharat India
- Australian Commodity Traders Exchange
- Borneo Indobara - Indonesia
- Parry Sugars Refinery, India
- Eastern Coal Council - USA
- Billiton Holdings Pty Ltd - Australia
- Bharathi Cement Corporation - India
- Gujarat Mineral Development Corp Ltd - India
- Makarim & Taira - Indonesia
- Indonesian Coal Mining Association
- Australian Coal Association
- Ministry of Mines - Canada
- SN Aboitiz Power Inc, Philippines
- Essar Steel Hazira Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Ministry of Finance - Indonesia
- Mercuria Energy - Indonesia
- Straits Asia Resources Limited - Singapore
- Xindia Steels Limited - India
- Africa Commodities Group - South Africa
- VISA Power Limited - India
- Globalindo Alam Lestari - Indonesia
- Kartika Selabumi Mining - Indonesia
- Merrill Lynch Commodities Europe
- Meenaskhi Energy Private Limited - India
- New Zealand Coal & Carbon
- Orica Mining Services - Indonesia
- Indian Energy Exchange, India
- Bhushan Steel Limited - India
- Deloitte Consulting - India
- GVK Power & Infra Limited - India
- Independent Power Producers Association of India
- Karbindo Abesyapradhi - Indoneisa
- Central Java Power - Indonesia
- Kaltim Prima Coal - Indonesia
- Vedanta Resources Plc - India
- Samtan Co., Ltd - South Korea
- Minerals Council of Australia
- Semirara Mining Corp, Philippines
- Indian Oil Corporation Limited
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