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Tuesday, 05 June 18
THINGS STILL LOOK TO BE PROMISING FOR THE DRY BULK MARKET OVER THE NEXT COUPLE OF MONTHS - GEORGE LAZARIDIS
 Just as we thought the world was calming back down to reason, worries and frictions regarding global trade resurfaced this past week after a series of impulsive and sudden announcements coming out of Washington DC. The volatile and unpredictable temperament prevailing in US politics right now has put global trade talks on a highly unstable and unpredictable track says George Lazaridis of Allied in his latest report.
The announcements on the pushing through of tariffs on US$ 50bn of Chinese imports along with the imposition of high tariffs on steel, aluminum and car imports on its NAFTA trading partners as well as other major trading partners such as Europe and Japan, has put all optimists on a tail spin. The first wave of all this anguish was to be felt on the Global equities stage, as prices came under considerable pressure reflecting the level of pessimism that started to take center stage.
He further noted, the gloomy mood thereafter spilled over to the commodity markets, with most traders looking to ease back on stocks amidst the growing uncertainty.
Despite all this negative talk and mood, there does seem to be a silver lining emerging on the horizon. An alliance is slowly taking shape amongst the remaining G7 economies, as they look for better options elsewhere given the lack of cooperation seen from the US. China has already started to bring on its charm to Europe looking to strengthen trading relations there. At the same time, Russia is also sweetening their ties with the old continent, with the controversial gas pipeline project connecting supplies from Siberia directly into Germany progressing at a faster pace.
George Lazaridis, Head of Research & Valuations of Allied further said in his report that, New alliances may open up new trade routes and in turn new opportunities and strategies for shipping. However, with the prospects of the US taking a more isolated position, the overall long-term prospects for market fundamentals won’t be riding on their most optimum outcome. This controversial approach to trade negotiations seems to be nothing more than side show attractions as recent evidence has shown, though the short-term disruptions they bring about are very real and severe for shipping markets.
An example of such negative disruptions could be seen in the conditions noted in the dry bulk freight market in the North Atlantic over the past month, with the slack in grain shipments having left the market without any real support. What is more is all these disruptions to trade come at a point when global commerce is only just managing to get back on its feet. Overall, the negative effect in regards to the long-term prospects may well seem minimal for the moment, though if this pattern continues on for too long it will likely dampen prospects moving forward quite considerably.
According to George Lazaridis, as referred to last week, things still look to be promising for the dry bulk market over the next couple of months, given that we have already seen China’s return to the US soyabean market this past week albeit if its only temporary. This is quite significant given that the last reported soyabean sales to China from the US were noted back in early April.
Inevitably, demand will find a way to source its needs in the short-run, even if it has to take longer routes to do so. The question is as to how many disruptions the market can tolerate before the overall mood starts to become sour and as a consequence we start to feel a more sluggish growth rate in demand take shape. Let’s hope that all this trade tension proves to be nothing more than a small temporary side note, as such unorthodox negotiation tactics may well end up hurting all of us, including the US economy of which its interests they are supposed to be serving, he concluded.
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Wednesday, 05 September 18
ASIAN DEMAND COULD CREATE DEFICIT IN GLOBAL LNG MARKET - FITCH RATINGS
Growing gas demand from Asia, particularly from China, could swing the liquefied natural gas (LNG) market into a deficit by 2022-2025, Fitch Rating ...
Tuesday, 04 September 18
SUPRAMAX: THE ASIAN SECTOR REMAINED ACTIVE WITH RATES STILL FIRM ESPECIALLY IN SE ASIA - BALTIC BRIEFING
Capesize
A turnaround in fortunes for the big ships, with a few slower days in the market. A build-up of tonnage and a lack of Brazil cargoes r ...
Thursday, 30 August 18
SUPRAMAX: CIS COAL TO FAR EAST WENT AT MID TENS AND TO SE ASIA AT CA USD 8000 - FEARNLEYS
Capesize
There was a slow start this week with holiday in UK on Monday. The index has been slowly coming off since then; The C5 route has seen ...
Wednesday, 29 August 18
MID-YEAR FY19 POWER OUTLOOK: IMPORTED COAL REQUIREMENT TO INCREASE DURING REMAINING FY19: IND-RA
India Ratings and Research (Ind-Ra) has maintained a stable-to-negative outlook on the Indian power sector for the remaining FY19, despite a rise i ...
Wednesday, 29 August 18
IMPACT ON CHARTERPARTIES - TIME TO ACT NOW : NORTH P&I CLUB
KNOWLEDGE TO ELEVATE
The challenges introduced by the global sulphur cap are not exclusively technical. The new limits are likely to impact co ...
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Showing 1631 to 1635 news of total 6871 |
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- Savvy Resources Ltd - HongKong
- Orica Australia Pty. Ltd.
- Sindya Power Generating Company Private Ltd
- Australian Coal Association
- The State Trading Corporation of India Ltd
- Power Finance Corporation Ltd., India
- Indogreen Group - Indonesia
- CIMB Investment Bank - Malaysia
- Petron Corporation, Philippines
- Agrawal Coal Company - India
- Kaltim Prima Coal - Indonesia
- Central Java Power - Indonesia
- Eastern Coal Council - USA
- Toyota Tsusho Corporation, Japan
- Ambuja Cements Ltd - India
- Vizag Seaport Private Limited - India
- London Commodity Brokers - England
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Meralco Power Generation, Philippines
- Thiess Contractors Indonesia
- Siam City Cement PLC, Thailand
- Xindia Steels Limited - India
- Eastern Energy - Thailand
- GMR Energy Limited - India
- Ind-Barath Power Infra Limited - India
- Thai Mozambique Logistica
- Riau Bara Harum - Indonesia
- Wood Mackenzie - Singapore
- Anglo American - United Kingdom
- Bukit Makmur.PT - Indonesia
- South Luzon Thermal Energy Corporation
- Malabar Cements Ltd - India
- Dalmia Cement Bharat India
- The University of Queensland
- Bayan Resources Tbk. - Indonesia
- Romanian Commodities Exchange
- Asmin Koalindo Tuhup - Indonesia
- Kumho Petrochemical, South Korea
- Carbofer General Trading SA - India
- Intertek Mineral Services - Indonesia
- Energy Development Corp, Philippines
- Central Electricity Authority - India
- Georgia Ports Authority, United States
- Directorate General of MIneral and Coal - Indonesia
- Metalloyd Limited - United Kingdom
- Chamber of Mines of South Africa
- Oldendorff Carriers - Singapore
- Krishnapatnam Port Company Ltd. - India
- GVK Power & Infra Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Salva Resources Pvt Ltd - India
- Electricity Authority, New Zealand
- San Jose City I Power Corp, Philippines
- Globalindo Alam Lestari - Indonesia
- Indian Energy Exchange, India
- Uttam Galva Steels Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Videocon Industries ltd - India
- Holcim Trading Pte Ltd - Singapore
- Planning Commission, India
- Bangladesh Power Developement Board
- Wilmar Investment Holdings
- Altura Mining Limited, Indonesia
- Banpu Public Company Limited - Thailand
- Sarangani Energy Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Directorate Of Revenue Intelligence - India
- Siam City Cement - Thailand
- Kartika Selabumi Mining - Indonesia
- Simpson Spence & Young - Indonesia
- Energy Link Ltd, New Zealand
- OPG Power Generation Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Edison Trading Spa - Italy
- Coalindo Energy - Indonesia
- Coal and Oil Company - UAE
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ministry of Finance - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Bharathi Cement Corporation - India
- Commonwealth Bank - Australia
- Jorong Barutama Greston.PT - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Cigading International Bulk Terminal - Indonesia
- PTC India Limited - India
- Singapore Mercantile Exchange
- Timah Investasi Mineral - Indoneisa
- Manunggal Multi Energi - Indonesia
- Essar Steel Hazira Ltd - India
- Parry Sugars Refinery, India
- Port Waratah Coal Services - Australia
- Economic Council, Georgia
- SN Aboitiz Power Inc, Philippines
- Baramulti Group, Indonesia
- Trasteel International SA, Italy
- Ministry of Transport, Egypt
- Semirara Mining and Power Corporation, Philippines
- SMC Global Power, Philippines
- Samtan Co., Ltd - South Korea
- Aditya Birla Group - India
- Mercator Lines Limited - India
- ICICI Bank Limited - India
- Larsen & Toubro Limited - India
- Rashtriya Ispat Nigam Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- PetroVietnam Power Coal Import and Supply Company
- Star Paper Mills Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Jindal Steel & Power Ltd - India
- IEA Clean Coal Centre - UK
- Indo Tambangraya Megah - Indonesia
- PowerSource Philippines DevCo
- Medco Energi Mining Internasional
- Kobexindo Tractors - Indoneisa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- The Treasury - Australian Government
- Price Waterhouse Coopers - Russia
- PNOC Exploration Corporation - Philippines
- Interocean Group of Companies - India
- Merrill Lynch Commodities Europe
- Gujarat Mineral Development Corp Ltd - India
- Coastal Gujarat Power Limited - India
- Tamil Nadu electricity Board
- Meenaskhi Energy Private Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Mjunction Services Limited - India
- Indian Oil Corporation Limited
- Madhucon Powers Ltd - India
- International Coal Ventures Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Gujarat Electricity Regulatory Commission - India
- Ministry of Mines - Canada
- Bhoruka Overseas - Indonesia
- VISA Power Limited - India
- McConnell Dowell - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- European Bulk Services B.V. - Netherlands
- LBH Netherlands Bv - Netherlands
- Sree Jayajothi Cements Limited - India
- Sojitz Corporation - Japan
- Orica Mining Services - Indonesia
- Vedanta Resources Plc - India
- CNBM International Corporation - China
- Rio Tinto Coal - Australia
- Renaissance Capital - South Africa
- Kohat Cement Company Ltd. - Pakistan
- Chettinad Cement Corporation Ltd - India
- Kepco SPC Power Corporation, Philippines
- Bulk Trading Sa - Switzerland
- Iligan Light & Power Inc, Philippines
- Sakthi Sugars Limited - India
- Grasim Industreis Ltd - India
- Sical Logistics Limited - India
- Indonesian Coal Mining Association
- Parliament of New Zealand
- Bukit Baiduri Energy - Indonesia
- Africa Commodities Group - South Africa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Electricity Generating Authority of Thailand
- Semirara Mining Corp, Philippines
- Global Business Power Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Deloitte Consulting - India
- White Energy Company Limited
- Kalimantan Lumbung Energi - Indonesia
- Bhushan Steel Limited - India
- MS Steel International - UAE
- Antam Resourcindo - Indonesia
- Aboitiz Power Corporation - Philippines
- SMG Consultants - Indonesia
- Marubeni Corporation - India
- Bhatia International Limited - India
- Global Green Power PLC Corporation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- TNB Fuel Sdn Bhd - Malaysia
- Latin American Coal - Colombia
- AsiaOL BioFuels Corp., Philippines
- Mintek Dendrill Indonesia
- Binh Thuan Hamico - Vietnam
- Kideco Jaya Agung - Indonesia
- Makarim & Taira - Indonesia
- Mercuria Energy - Indonesia
- Gujarat Sidhee Cement - India
- Therma Luzon, Inc, Philippines
- Heidelberg Cement - Germany
- India Bulls Power Limited - India
- Barasentosa Lestari - Indonesia
- Jaiprakash Power Ventures ltd
- Global Coal Blending Company Limited - Australia
- Pendopo Energi Batubara - Indonesia
- Standard Chartered Bank - UAE
- Karaikal Port Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Billiton Holdings Pty Ltd - Australia
- New Zealand Coal & Carbon
- Cement Manufacturers Association - India
- IHS Mccloskey Coal Group - USA
- Attock Cement Pakistan Limited
- Straits Asia Resources Limited - Singapore
- Goldman Sachs - Singapore
- Indika Energy - Indonesia
- Borneo Indobara - Indonesia
- ASAPP Information Group - India
- Maheswari Brothers Coal Limited - India
- Lanco Infratech Ltd - India
- Tata Chemicals Ltd - India
- Minerals Council of Australia
- Ceylon Electricity Board - Sri Lanka
- Posco Energy - South Korea
- Independent Power Producers Association of India
- Alfred C Toepfer International GmbH - Germany
- Formosa Plastics Group - Taiwan
- Kapuas Tunggal Persada - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Australian Commodity Traders Exchange
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