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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, 04 July 18
TANKER MARKET INSIGHT - KONSTANTINOS KONTOMICHIS
2 years tanker briefing in tanker asset prices
The tanker market is undoubtedly passing one of its’ roughest times over the la ...
Tuesday, 03 July 18
COAL, THE SECOND MAIN COMMODITY FOR CAPES, HAS BEEN SHOWING A REMARKABLE RISE IN TRADE VOLUMES IN THE YEAR SO FAR - THOMAS CHASAPIS
Having reached the mid-point in the year, it seems to be a good time to summarize the overall trends noted in the Dry Bulk sector and more specific ...
Tuesday, 03 July 18
SUPRAMAX: A 56,000-DWT WAS FIXED BASIS DELIVERY SINGAPORE TRIP VIA INDONESIA, REDELIVERY CHINA, AT $12,100 - BALTIC BRIEFING
Capesize
The market generally drifted and by mid-week dropped to what some felt was an artificially low level, only to bounce back at the end o ...
Tuesday, 03 July 18
COAL OVERTAKES IRON ORE IN GOVERNMENT FORECASTS AS AUSTRALIA'S LARGEST EXPORT FOR 2018-19 - MINERALS COUNCIL OF AUSTRALIA
Coal is forecast to be Australia’s largest export earner at $58.1 billion in 2018-19 with iron ore exports forecast to earn $57.7 billion in ...
Monday, 02 July 18
THIESS SECURES NEW QCOAL NORTHERN HUB $480M CONTRACT
Thiess has been awarded a new A$480 million contract by QCoal to continue operations at the QCoal Northern Hub located in Queensland’s Bowen ...
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- Jaiprakash Power Ventures ltd
- Attock Cement Pakistan Limited
- Siam City Cement PLC, Thailand
- Binh Thuan Hamico - Vietnam
- Sinarmas Energy and Mining - Indonesia
- Salva Resources Pvt Ltd - India
- Malabar Cements Ltd - India
- Bhushan Steel Limited - India
- London Commodity Brokers - England
- Ambuja Cements Ltd - India
- Eastern Energy - Thailand
- Bukit Baiduri Energy - Indonesia
- Sical Logistics Limited - India
- Formosa Plastics Group - Taiwan
- Orica Australia Pty. Ltd.
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Power Finance Corporation Ltd., India
- Interocean Group of Companies - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kobexindo Tractors - Indoneisa
- Globalindo Alam Lestari - Indonesia
- Kepco SPC Power Corporation, Philippines
- Mercator Lines Limited - India
- Gujarat Sidhee Cement - India
- Aboitiz Power Corporation - Philippines
- Bharathi Cement Corporation - India
- Deloitte Consulting - India
- Kideco Jaya Agung - Indonesia
- Chettinad Cement Corporation Ltd - India
- Indonesian Coal Mining Association
- GN Power Mariveles Coal Plant, Philippines
- Ministry of Mines - Canada
- Altura Mining Limited, Indonesia
- Siam City Cement - Thailand
- CIMB Investment Bank - Malaysia
- The University of Queensland
- SN Aboitiz Power Inc, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Kumho Petrochemical, South Korea
- Wood Mackenzie - Singapore
- Ceylon Electricity Board - Sri Lanka
- IEA Clean Coal Centre - UK
- Dalmia Cement Bharat India
- Gujarat Mineral Development Corp Ltd - India
- Minerals Council of Australia
- Energy Development Corp, Philippines
- Medco Energi Mining Internasional
- Romanian Commodities Exchange
- Metalloyd Limited - United Kingdom
- Sree Jayajothi Cements Limited - India
- PTC India Limited - India
- CNBM International Corporation - China
- Semirara Mining and Power Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- South Luzon Thermal Energy Corporation
- Videocon Industries ltd - India
- Bukit Makmur.PT - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Jindal Steel & Power Ltd - India
- Coalindo Energy - Indonesia
- Antam Resourcindo - Indonesia
- Semirara Mining Corp, Philippines
- Port Waratah Coal Services - Australia
- Xindia Steels Limited - India
- Rashtriya Ispat Nigam Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Cigading International Bulk Terminal - Indonesia
- Parry Sugars Refinery, India
- Merrill Lynch Commodities Europe
- Ministry of Finance - Indonesia
- Makarim & Taira - Indonesia
- GAC Shipping (India) Pvt Ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- OPG Power Generation Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Iligan Light & Power Inc, Philippines
- Sojitz Corporation - Japan
- Global Business Power Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- Bhatia International Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Energy Link Ltd, New Zealand
- Rio Tinto Coal - Australia
- Heidelberg Cement - Germany
- Baramulti Group, Indonesia
- Coal and Oil Company - UAE
- Posco Energy - South Korea
- Electricity Generating Authority of Thailand
- Bhoruka Overseas - Indonesia
- Therma Luzon, Inc, Philippines
- Price Waterhouse Coopers - Russia
- MS Steel International - UAE
- Trasteel International SA, Italy
- Indika Energy - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Chamber of Mines of South Africa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Vizag Seaport Private Limited - India
- Meralco Power Generation, Philippines
- Barasentosa Lestari - Indonesia
- Africa Commodities Group - South Africa
- Lanco Infratech Ltd - India
- Carbofer General Trading SA - India
- Independent Power Producers Association of India
- Kapuas Tunggal Persada - Indonesia
- India Bulls Power Limited - India
- LBH Netherlands Bv - Netherlands
- Agrawal Coal Company - India
- Kaltim Prima Coal - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Australian Commodity Traders Exchange
- San Jose City I Power Corp, Philippines
- McConnell Dowell - Australia
- Vedanta Resources Plc - India
- Global Coal Blending Company Limited - Australia
- Maharashtra Electricity Regulatory Commission - India
- IHS Mccloskey Coal Group - USA
- Savvy Resources Ltd - HongKong
- Tamil Nadu electricity Board
- Georgia Ports Authority, United States
- Anglo American - United Kingdom
- Maheswari Brothers Coal Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Borneo Indobara - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Orica Mining Services - Indonesia
- GMR Energy Limited - India
- PowerSource Philippines DevCo
- Billiton Holdings Pty Ltd - Australia
- Larsen & Toubro Limited - India
- Holcim Trading Pte Ltd - Singapore
- Planning Commission, India
- Indo Tambangraya Megah - Indonesia
- Kartika Selabumi Mining - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Standard Chartered Bank - UAE
- The State Trading Corporation of India Ltd
- Central Electricity Authority - India
- Australian Coal Association
- Krishnapatnam Port Company Ltd. - India
- TNB Fuel Sdn Bhd - Malaysia
- SMC Global Power, Philippines
- Intertek Mineral Services - Indonesia
- Bangladesh Power Developement Board
- Mintek Dendrill Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Timah Investasi Mineral - Indoneisa
- Latin American Coal - Colombia
- Kalimantan Lumbung Energi - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Leighton Contractors Pty Ltd - Australia
- Economic Council, Georgia
- PNOC Exploration Corporation - Philippines
- TeaM Sual Corporation - Philippines
- Wilmar Investment Holdings
- GVK Power & Infra Limited - India
- Bulk Trading Sa - Switzerland
- Ministry of Transport, Egypt
- SMG Consultants - Indonesia
- ASAPP Information Group - India
- Essar Steel Hazira Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Sindya Power Generating Company Private Ltd
- New Zealand Coal & Carbon
- Directorate Of Revenue Intelligence - India
- Uttam Galva Steels Limited - India
- Marubeni Corporation - India
- Parliament of New Zealand
- Kohat Cement Company Ltd. - Pakistan
- Commonwealth Bank - Australia
- Simpson Spence & Young - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Straits Asia Resources Limited - Singapore
- Singapore Mercantile Exchange
- Eastern Coal Council - USA
- Global Green Power PLC Corporation, Philippines
- Samtan Co., Ltd - South Korea
- Tata Chemicals Ltd - India
- Ind-Barath Power Infra Limited - India
- Mjunction Services Limited - India
- Toyota Tsusho Corporation, Japan
- Riau Bara Harum - Indonesia
- Thai Mozambique Logistica
- ICICI Bank Limited - India
- Miang Besar Coal Terminal - Indonesia
- Sarangani Energy Corporation, Philippines
- Central Java Power - Indonesia
- Madhucon Powers Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- VISA Power Limited - India
- Petron Corporation, Philippines
- Coastal Gujarat Power Limited - India
- Cement Manufacturers Association - India
- Indian Oil Corporation Limited
- The Treasury - Australian Government
- Oldendorff Carriers - Singapore
- International Coal Ventures Pvt Ltd - India
- Edison Trading Spa - Italy
- Pendopo Energi Batubara - Indonesia
- Thiess Contractors Indonesia
- Goldman Sachs - Singapore
- Indogreen Group - Indonesia
- Star Paper Mills Limited - India
- Renaissance Capital - South Africa
- European Bulk Services B.V. - Netherlands
- Indian Energy Exchange, India
- Manunggal Multi Energi - Indonesia
- Mercuria Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- Sakthi Sugars Limited - India
- Aditya Birla Group - India
- Meenaskhi Energy Private Limited - India
- Electricity Authority, New Zealand
- White Energy Company Limited
- Grasim Industreis Ltd - India
- Banpu Public Company Limited - Thailand
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