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Wednesday, 07 December 16
IT'S BEEN YET ANOTHER TURBULENT COUPLE OF DAYS..... - GEORGE LAZARIDIS
 It’s been yet another turbulent couple of days, with a significant number of news headlines shaking up markets.
On Friday we had the OPEC agreement coming to light, with all members and Russia agreeing to cut down production outputs. This has had a fairly imminent impact with Brent crude oil rising to above US$ 55 a barrel earlier today, the highest level it has reached in over 16 months, says George Lazaridis Head of Market Research & Asset Valuations of Allied in his latest weekly report.
George Lazaridis further says, despite the fact that there is still considerable debate as to how the price will trend moving forward, with some estimates reaching as high as US$60 and US$70 a barrel. There is however some skepticism in reference to the effectiveness of this current agreement. There are a number of major non-member producers which could threaten the effectiveness of this deal, while there is even a threat from within OPEC itself. The last time that a quote was set, members exceeded their individual quotes for 20 out of the 24 months before the quote being eventually scrapped at the end of 2015.
Allied Shipbroking’s weekly report further noted that it wasn’t all about oil this week, with the Referendum in Italy on Sunday taking main stage and threatening stability with in Europe and the Euro are a once again. After losing the Referendum, Italy ’s Prime Minister, Matteo Renzi, is now anticipated to offer his resignation to the President Sergio Mattarella, who in turn will have to weigh the options and see how well balanced the governing party is to support another prime minister while seeking to avoid the option of early elections taking place. This was initially a major hit on the Euro, with early hours trading on Monday seeing a considerable drop. Things however took a quick shift as markets started to re-question the significance this could have on the market, while it also seems as though markets had already priced in the outcome of the referendum several weeks in advance seeing that the “No ” vote was ahead in most pre-voting polls.
According to George Lazaridis, all these developments have only gone towards further strengthening the U.S. Dollar which now seems to be become a threat in itself for most of the emerging markets. Major markets such as Europe and Japan cheer on for a stronger dollar, which has the benefit of allowing them to improve their trading terms while also helping keep pressure on inflation. Things are very different for most emerging markets however which will have to battle out with their dollar denominated debt held by both governments and companies, while there are concerns that a stronger dollar will also create a shortage of credit for these markets. The fear is that the overall net effect could be a dampener on trade , though this is disputable as in a state were the OECD economies start to generate higher economic growth figures they could also produce the consumption needed to drive trade and growth for emerging markets and help them counter any negative offset produced in the short -run by a stronger dollar.
As for shipping, the effects are also mixed. On the one-hand you have worries as to how trade could be effected by both the strengthening of the price of crude oil and the stronger U.S. Dollar, though this is nothing new for us given that we have been in a “limbo ” state of uncertainty for several years now. The most imminent effect will likely be on asset prices, with several ship owners with debt denominated in currencies other the U.S. dollars (e.g. Japanese owners) likely to look more favourably on any sale option as the U.S. dollar strengthens. This however could have an unintended consequence, with a bigger selection of high specification units driving the buying frenzy further in markets such as that of dry bulkers, George Lazaridis concluded.
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Thursday, 05 January 17
UNCHANGED COAL-FIRED TARIFFS PRESSURE CHINA'S GENERATORS - FITCH
COALspot.com: China's decision to keep on-grid electricity prices from coal-fired power unchanged amid higher coal prices will further squeeze ...
Thursday, 05 January 17
CAPE MARKET HAVE KEPT SURPRISINGLY FIRM AND ACTIVE DURING THE CHRISTMAS AND NEW YEAR HOLIDAYS - FEARNLEYS
Supramax
The first week after a slow Christmas break has started off with little activity and softening rates. Not surprisingly, the market is fi ...
Thursday, 05 January 17
COMPARISON OF HONG KONG AND LONDON ARBITRATION - SKULD
KNOWLEDGE TO ELEVATE
Whilst London arbitration is the most popular platform for resolution of charterparty disputes, where the parties involved a ...
Wednesday, 04 January 17
INDONESIA'S COAL PRODUCTION IS ESTIMATED TO REACH 434 MILLION TONS IN 2016 EXCEEDED THE GOVERNMENT'S INITIAL TARGET
Indonesia's coal production is estimated to reach 434 million tons in 2016 exceeded the government's initial target. The Ministry of Energy ...
Tuesday, 03 January 17
BENGKULU TO IMPOSE TOUGHER REGULATION FOR UNPROCESSED COAL AND MINERALS EXPORTS IN 2017 - MEDIA
Bengkulu provincial government is planning to impose tougher regulation for export of coal and mineral in 2017. According to liputan6 online portal ...
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- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ind-Barath Power Infra Limited - India
- London Commodity Brokers - England
- Thai Mozambique Logistica
- Renaissance Capital - South Africa
- Miang Besar Coal Terminal - Indonesia
- PNOC Exploration Corporation - Philippines
- Leighton Contractors Pty Ltd - Australia
- Deloitte Consulting - India
- PetroVietnam Power Coal Import and Supply Company
- Aditya Birla Group - India
- San Jose City I Power Corp, Philippines
- Salva Resources Pvt Ltd - India
- Interocean Group of Companies - India
- Independent Power Producers Association of India
- Trasteel International SA, Italy
- GN Power Mariveles Coal Plant, Philippines
- Holcim Trading Pte Ltd - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- GAC Shipping (India) Pvt Ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kobexindo Tractors - Indoneisa
- Merrill Lynch Commodities Europe
- Antam Resourcindo - Indonesia
- Iligan Light & Power Inc, Philippines
- Indian Energy Exchange, India
- Coastal Gujarat Power Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Sree Jayajothi Cements Limited - India
- Kideco Jaya Agung - Indonesia
- VISA Power Limited - India
- Attock Cement Pakistan Limited
- Global Green Power PLC Corporation, Philippines
- Latin American Coal - Colombia
- Sical Logistics Limited - India
- Mercuria Energy - Indonesia
- Australian Commodity Traders Exchange
- Electricity Generating Authority of Thailand
- Bhatia International Limited - India
- Planning Commission, India
- Malabar Cements Ltd - India
- Bukit Makmur.PT - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kalimantan Lumbung Energi - Indonesia
- Pendopo Energi Batubara - Indonesia
- Eastern Energy - Thailand
- Jaiprakash Power Ventures ltd
- Indonesian Coal Mining Association
- Coal and Oil Company - UAE
- Indo Tambangraya Megah - Indonesia
- Binh Thuan Hamico - Vietnam
- Lanco Infratech Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Singapore Mercantile Exchange
- Krishnapatnam Port Company Ltd. - India
- Karaikal Port Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Therma Luzon, Inc, Philippines
- SMC Global Power, Philippines
- Ambuja Cements Ltd - India
- Jindal Steel & Power Ltd - India
- GVK Power & Infra Limited - India
- ICICI Bank Limited - India
- Kepco SPC Power Corporation, Philippines
- Mercator Lines Limited - India
- Tata Chemicals Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kaltim Prima Coal - Indonesia
- CIMB Investment Bank - Malaysia
- Bhushan Steel Limited - India
- Borneo Indobara - Indonesia
- Cement Manufacturers Association - India
- SMG Consultants - Indonesia
- European Bulk Services B.V. - Netherlands
- Parliament of New Zealand
- Wilmar Investment Holdings
- Uttam Galva Steels Limited - India
- Bharathi Cement Corporation - India
- Pipit Mutiara Jaya. PT, Indonesia
- Grasim Industreis Ltd - India
- Agrawal Coal Company - India
- Makarim & Taira - Indonesia
- LBH Netherlands Bv - Netherlands
- IHS Mccloskey Coal Group - USA
- Indika Energy - Indonesia
- Tamil Nadu electricity Board
- Sindya Power Generating Company Private Ltd
- Semirara Mining and Power Corporation, Philippines
- Bulk Trading Sa - Switzerland
- SN Aboitiz Power Inc, Philippines
- Commonwealth Bank - Australia
- Goldman Sachs - Singapore
- TeaM Sual Corporation - Philippines
- Barasentosa Lestari - Indonesia
- The University of Queensland
- Orica Australia Pty. Ltd.
- New Zealand Coal & Carbon
- Electricity Authority, New Zealand
- Gujarat Electricity Regulatory Commission - India
- Medco Energi Mining Internasional
- Energy Link Ltd, New Zealand
- Bukit Baiduri Energy - Indonesia
- Dalmia Cement Bharat India
- Samtan Co., Ltd - South Korea
- Manunggal Multi Energi - Indonesia
- Energy Development Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Baramulti Group, Indonesia
- Edison Trading Spa - Italy
- Bahari Cakrawala Sebuku - Indonesia
- OPG Power Generation Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Cigading International Bulk Terminal - Indonesia
- Posco Energy - South Korea
- CNBM International Corporation - China
- Africa Commodities Group - South Africa
- Meenaskhi Energy Private Limited - India
- Meralco Power Generation, Philippines
- Mjunction Services Limited - India
- Timah Investasi Mineral - Indoneisa
- Indogreen Group - Indonesia
- Semirara Mining Corp, Philippines
- Formosa Plastics Group - Taiwan
- Kartika Selabumi Mining - Indonesia
- Savvy Resources Ltd - HongKong
- Thiess Contractors Indonesia
- Ministry of Mines - Canada
- Gujarat Mineral Development Corp Ltd - India
- Eastern Coal Council - USA
- Asmin Koalindo Tuhup - Indonesia
- Ministry of Finance - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Global Coal Blending Company Limited - Australia
- MS Steel International - UAE
- Central Electricity Authority - India
- Port Waratah Coal Services - Australia
- Standard Chartered Bank - UAE
- Larsen & Toubro Limited - India
- Marubeni Corporation - India
- Minerals Council of Australia
- Billiton Holdings Pty Ltd - Australia
- Orica Mining Services - Indonesia
- Economic Council, Georgia
- White Energy Company Limited
- Carbofer General Trading SA - India
- Oldendorff Carriers - Singapore
- Ceylon Electricity Board - Sri Lanka
- Australian Coal Association
- Siam City Cement - Thailand
- Ministry of Transport, Egypt
- Videocon Industries ltd - India
- IEA Clean Coal Centre - UK
- Central Java Power - Indonesia
- Chettinad Cement Corporation Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Mintek Dendrill Indonesia
- Sojitz Corporation - Japan
- Directorate General of MIneral and Coal - Indonesia
- Rio Tinto Coal - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Vedanta Resources Plc - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Kumho Petrochemical, South Korea
- The State Trading Corporation of India Ltd
- Georgia Ports Authority, United States
- Romanian Commodities Exchange
- Gujarat Sidhee Cement - India
- Banpu Public Company Limited - Thailand
- Globalindo Alam Lestari - Indonesia
- Parry Sugars Refinery, India
- Alfred C Toepfer International GmbH - Germany
- Heidelberg Cement - Germany
- Sakthi Sugars Limited - India
- Metalloyd Limited - United Kingdom
- Madhucon Powers Ltd - India
- Coalindo Energy - Indonesia
- Intertek Mineral Services - Indonesia
- Wood Mackenzie - Singapore
- PowerSource Philippines DevCo
- AsiaOL BioFuels Corp., Philippines
- Bangladesh Power Developement Board
- The Treasury - Australian Government
- International Coal Ventures Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Kapuas Tunggal Persada - Indonesia
- Global Business Power Corporation, Philippines
- Indian Oil Corporation Limited
- ASAPP Information Group - India
- Straits Asia Resources Limited - Singapore
- Essar Steel Hazira Ltd - India
- Maheswari Brothers Coal Limited - India
- Siam City Cement PLC, Thailand
- McConnell Dowell - Australia
- Karbindo Abesyapradhi - Indoneisa
- Aboitiz Power Corporation - Philippines
- India Bulls Power Limited - India
- Chamber of Mines of South Africa
- South Luzon Thermal Energy Corporation
- Sarangani Energy Corporation, Philippines
- GMR Energy Limited - India
- Anglo American - United Kingdom
- Kohat Cement Company Ltd. - Pakistan
- Petron Corporation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Star Paper Mills Limited - India
- Toyota Tsusho Corporation, Japan
- Directorate Of Revenue Intelligence - India
- Price Waterhouse Coopers - Russia
- Xindia Steels Limited - India
- PTC India Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Simpson Spence & Young - Indonesia
- Bhoruka Overseas - Indonesia
- Altura Mining Limited, Indonesia
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