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Tuesday, 23 May 17
TANKERS WEEKLY MARKET NOTE - ALLIED
 It’s been a turbulent couple of weeks on the oil front, with the effectiveness of OPEC’s policy being under debate amongst most traders and funds and the price of the commodity itself lacking any clear direction.
According to Allied Shipping’s weekly market report, the major push made in the autumn of 2016 to curb the glut being noted in the global crude oil market has helped to somewhat push prices back up above the US$ 50 mark, but however has shown inability to be able to drive prices to levels considerably higher. On the one hand the promises made by each of the oil producers that entered the agreement were relatively minor, while at the same time growth in oil consumption is still lacking any serious momentum.
George Lazaridis Head of Market Research & Asset Valuations of Allied noted that, in terms of this latter point efficiencies in oil consumption have played a major role, with the world’s largest consumers per capita, namely the U.S. and Europe having significantly improved their oil consumption efficiency since 2007 as such drastically reducing their import requirements. Adding further pain to these efficiency related drops, shale production in the U.S. has made equivalent strides, slowly allowing the world’s largest oil consumer to become completely self-reliant during the past couple of years.
He further noted, during the same period emerging markets have been providing considerable support to push demand for this energy commodity up. The biggest portion of this fresh demand that has managed to more than counter the drop in demand being noted in the West has been China. To a similar extent India has also been playing catch up over the past couple of years, though still well behind compared to the rest in terms of its total oil consumption. But in the case of India is where the oil market sees the greatest potential for new demand in the years ahead, having one of the world’s largest populations and with its oil consumption per capita being so low, even when taking the extra efficiency gains that could be achieved, there is still a strong upside potential to note from this market.
Allied shipping analyst said, beyond the demand fundamentals, focus right now is more so on the immediate future of this market and with global demand having been unable to show great strides in the short-term, traders and funds are putting their focus more so on what’s going on, on the supply side. We are seeing more and more indications that the current output cut program put forward by OPEC will likely be extended in duration and likely with commitments towards deeper output cuts by each of the oil producers. On the back of this prevailing sentiment is the recent bullish movements in pricing, though still not showing the strong confidence that most would like to see from this market.
Much of this has been heavily reflected in recent months in the tanker market and more specifically in the larger crude oil carriers. The lack of heavy monthly programs and fresh demand has pushed freight rates into yet another downward correction with most all size segments showing a considerably worse performance then what they were showing during the same time period last year. It’s hard to see right now were strong gains could be noted in order to really drive the market forward and even positive fundamentals such as those discussed early in regards to India seem to be more focused on the long-term and are not likely to really make a deference closer to now. At the same time it is hard to see a balance being struck in this market, with higher oil prices being good for the oil producers but likely to play a role in stifling demand and possible driving up the game on energy efficiency further.
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Wednesday, 05 July 17
TROUBLE SEEMS TO BE LOOMING ONCE MORE IN THE STEEL INDUSTRY - GEORGE LAZARIDIS
Trouble seems to be looming once more in the steel industry as US President Trump puts forth his plans for specialist protectionist measures for th ...
Friday, 30 June 17
U.S. WEEKLY COAL OUTPUT SLIGHTLY DOWN
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15.6 million short tonn ...
Wednesday, 28 June 17
SHIPPING MARKET INSIGHT - TIMOS PAPADIMITRIOU
From the beginning of the year until now SnP activity has changed significantly. To put things into perspective, after a fast and furious q1 on the ...
Monday, 26 June 17
PANAMAX/KAMARMAXES HAD A STRONG WEEK WITH RATES RISING IN MOST AREAS OF THE MARKET - BALTICEXCHANGE
Capesize
A dark cloud appeared to have descended over the market for the big ships with rates continuing to slide in all areas. There was a repor ...
Friday, 23 June 17
U.S. WEEKLY COAL PRODUCTION TOTALED APPROXIMATELY 15.8 MMST; UP 1.8% W/W
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15.8 million short tonn ...
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Showing 2016 to 2020 news of total 6871 |
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- Altura Mining Limited, Indonesia
- Central Java Power - Indonesia
- PTC India Limited - India
- Coal and Oil Company - UAE
- Sical Logistics Limited - India
- Leighton Contractors Pty Ltd - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Thiess Contractors Indonesia
- Directorate Of Revenue Intelligence - India
- Star Paper Mills Limited - India
- Bhatia International Limited - India
- Eastern Energy - Thailand
- Pendopo Energi Batubara - Indonesia
- The Treasury - Australian Government
- Dalmia Cement Bharat India
- Riau Bara Harum - Indonesia
- Parry Sugars Refinery, India
- Sojitz Corporation - Japan
- Tamil Nadu electricity Board
- Formosa Plastics Group - Taiwan
- Ministry of Mines - Canada
- Timah Investasi Mineral - Indoneisa
- Kalimantan Lumbung Energi - Indonesia
- Indo Tambangraya Megah - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Coalindo Energy - Indonesia
- Bangladesh Power Developement Board
- Indian Energy Exchange, India
- OPG Power Generation Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kapuas Tunggal Persada - Indonesia
- Simpson Spence & Young - Indonesia
- Baramulti Group, Indonesia
- Billiton Holdings Pty Ltd - Australia
- Sree Jayajothi Cements Limited - India
- Energy Development Corp, Philippines
- Semirara Mining Corp, Philippines
- Savvy Resources Ltd - HongKong
- Georgia Ports Authority, United States
- Iligan Light & Power Inc, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Lanco Infratech Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Romanian Commodities Exchange
- Bulk Trading Sa - Switzerland
- Jaiprakash Power Ventures ltd
- Semirara Mining and Power Corporation, Philippines
- Meralco Power Generation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Standard Chartered Bank - UAE
- London Commodity Brokers - England
- Electricity Generating Authority of Thailand
- Maheswari Brothers Coal Limited - India
- Tata Chemicals Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Banpu Public Company Limited - Thailand
- India Bulls Power Limited - India
- Kobexindo Tractors - Indoneisa
- New Zealand Coal & Carbon
- Kaltim Prima Coal - Indonesia
- CIMB Investment Bank - Malaysia
- Coastal Gujarat Power Limited - India
- PNOC Exploration Corporation - Philippines
- Global Coal Blending Company Limited - Australia
- Central Electricity Authority - India
- Oldendorff Carriers - Singapore
- Neyveli Lignite Corporation Ltd, - India
- Posco Energy - South Korea
- Independent Power Producers Association of India
- Electricity Authority, New Zealand
- Global Business Power Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Medco Energi Mining Internasional
- Mjunction Services Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- The State Trading Corporation of India Ltd
- Bhoruka Overseas - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Metalloyd Limited - United Kingdom
- IEA Clean Coal Centre - UK
- McConnell Dowell - Australia
- Indonesian Coal Mining Association
- Gujarat Electricity Regulatory Commission - India
- Vedanta Resources Plc - India
- Aditya Birla Group - India
- Globalindo Alam Lestari - Indonesia
- Chamber of Mines of South Africa
- Marubeni Corporation - India
- Meenaskhi Energy Private Limited - India
- MS Steel International - UAE
- TNB Fuel Sdn Bhd - Malaysia
- Krishnapatnam Port Company Ltd. - India
- Edison Trading Spa - Italy
- Kepco SPC Power Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Sarangani Energy Corporation, Philippines
- Sakthi Sugars Limited - India
- Mintek Dendrill Indonesia
- CNBM International Corporation - China
- Straits Asia Resources Limited - Singapore
- ASAPP Information Group - India
- PowerSource Philippines DevCo
- Attock Cement Pakistan Limited
- Maharashtra Electricity Regulatory Commission - India
- Indogreen Group - Indonesia
- SN Aboitiz Power Inc, Philippines
- The University of Queensland
- Kartika Selabumi Mining - Indonesia
- Gujarat Sidhee Cement - India
- Salva Resources Pvt Ltd - India
- Binh Thuan Hamico - Vietnam
- Madhucon Powers Ltd - India
- Agrawal Coal Company - India
- SMC Global Power, Philippines
- Sindya Power Generating Company Private Ltd
- IHS Mccloskey Coal Group - USA
- Bukit Asam (Persero) Tbk - Indonesia
- Xindia Steels Limited - India
- Essar Steel Hazira Ltd - India
- Singapore Mercantile Exchange
- Intertek Mineral Services - Indonesia
- Commonwealth Bank - Australia
- Holcim Trading Pte Ltd - Singapore
- Therma Luzon, Inc, Philippines
- Bharathi Cement Corporation - India
- Gujarat Mineral Development Corp Ltd - India
- GVK Power & Infra Limited - India
- Malabar Cements Ltd - India
- Wilmar Investment Holdings
- Offshore Bulk Terminal Pte Ltd, Singapore
- Siam City Cement PLC, Thailand
- Directorate General of MIneral and Coal - Indonesia
- Samtan Co., Ltd - South Korea
- Ministry of Transport, Egypt
- Thai Mozambique Logistica
- Rio Tinto Coal - Australia
- Makarim & Taira - Indonesia
- Planning Commission, India
- Toyota Tsusho Corporation, Japan
- AsiaOL BioFuels Corp., Philippines
- Bukit Makmur.PT - Indonesia
- SMG Consultants - Indonesia
- Bhushan Steel Limited - India
- Deloitte Consulting - India
- Energy Link Ltd, New Zealand
- Kumho Petrochemical, South Korea
- Latin American Coal - Colombia
- Parliament of New Zealand
- Interocean Group of Companies - India
- Anglo American - United Kingdom
- Barasentosa Lestari - Indonesia
- Orica Australia Pty. Ltd.
- Jorong Barutama Greston.PT - Indonesia
- Ministry of Finance - Indonesia
- Uttam Galva Steels Limited - India
- Jindal Steel & Power Ltd - India
- Price Waterhouse Coopers - Russia
- Carbofer General Trading SA - India
- Kohat Cement Company Ltd. - Pakistan
- Mercator Lines Limited - India
- Aboitiz Power Corporation - Philippines
- San Jose City I Power Corp, Philippines
- Bukit Baiduri Energy - Indonesia
- Vizag Seaport Private Limited - India
- Ind-Barath Power Infra Limited - India
- Chettinad Cement Corporation Ltd - India
- Petron Corporation, Philippines
- Australian Coal Association
- Global Green Power PLC Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Videocon Industries ltd - India
- White Energy Company Limited
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indika Energy - Indonesia
- Indian Oil Corporation Limited
- Antam Resourcindo - Indonesia
- Bayan Resources Tbk. - Indonesia
- VISA Power Limited - India
- Karaikal Port Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- Mercuria Energy - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Grasim Industreis Ltd - India
- Kideco Jaya Agung - Indonesia
- Cement Manufacturers Association - India
- Renaissance Capital - South Africa
- Minerals Council of Australia
- PetroVietnam Power Coal Import and Supply Company
- Orica Mining Services - Indonesia
- Goldman Sachs - Singapore
- International Coal Ventures Pvt Ltd - India
- Larsen & Toubro Limited - India
- TeaM Sual Corporation - Philippines
- Economic Council, Georgia
- Eastern Coal Council - USA
- Port Waratah Coal Services - Australia
- Heidelberg Cement - Germany
- Wood Mackenzie - Singapore
- Australian Commodity Traders Exchange
- Trasteel International SA, Italy
- Manunggal Multi Energi - Indonesia
- LBH Netherlands Bv - Netherlands
- Merrill Lynch Commodities Europe
- Ambuja Cements Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Africa Commodities Group - South Africa
- GMR Energy Limited - India
- Siam City Cement - Thailand
- ICICI Bank Limited - India
- Borneo Indobara - Indonesia
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