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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, 25 July 18
TANKER MARKET INSIGHT - DIMITRIS KOURTESIS
We are now into the second half of 2018, which so far has not been a fruitful year for tankers. With 2020 quickly approaching we need to consider t ...
Tuesday, 24 July 18
TANKER MARKET : IN TERMS OF TRADE, THE STEPS THAT WERE SLOWLY BEING TAKEN BY OPEC AND RUSSIA - GEORGE LAZARIDIS
Despite the fact that the tanker market still seems to be in the midst of a perfect storm, there are still strong indicators that better sailing da ...
Thursday, 19 July 18
VINACOMIN PRODUCES OVER 20 MLN TONNES OF RAW COAL FROM YEAR'S START - VNA
The Vietnam National Coal and Mineral Industries Group (Vinacomin) has produced over 20 million tonnes of raw coal and 19.3 million of clean coal f ...
Wednesday, 18 July 18
INDONESIA TO AUCTION 16 MINING SITES - JP
Indonesia will soon auction 16 mining sites as no proposal submissions have been submitted by state-owned enterprises (BUMN) and regional administr ...
Wednesday, 18 July 18
SHIPPING MARKET INSIGHT - VASILIS MOIRIS
The new regulations for Chinese flag restricting import of Tier I ships have dominated market sentiment during the past days as buyers have been tr ...
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- Marubeni Corporation - India
- Salva Resources Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Siam City Cement - Thailand
- Jorong Barutama Greston.PT - Indonesia
- Goldman Sachs - Singapore
- SMG Consultants - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Sarangani Energy Corporation, Philippines
- Kumho Petrochemical, South Korea
- Ind-Barath Power Infra Limited - India
- Anglo American - United Kingdom
- Posco Energy - South Korea
- Manunggal Multi Energi - Indonesia
- Chettinad Cement Corporation Ltd - India
- GMR Energy Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Madhucon Powers Ltd - India
- PNOC Exploration Corporation - Philippines
- Globalindo Alam Lestari - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Intertek Mineral Services - Indonesia
- SMC Global Power, Philippines
- Larsen & Toubro Limited - India
- PowerSource Philippines DevCo
- Aboitiz Power Corporation - Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Agrawal Coal Company - India
- White Energy Company Limited
- Kalimantan Lumbung Energi - Indonesia
- South Luzon Thermal Energy Corporation
- Karaikal Port Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Bukit Makmur.PT - Indonesia
- Interocean Group of Companies - India
- Edison Trading Spa - Italy
- AsiaOL BioFuels Corp., Philippines
- Tata Chemicals Ltd - India
- PTC India Limited - India
- Baramulti Group, Indonesia
- Kepco SPC Power Corporation, Philippines
- Dalmia Cement Bharat India
- Bharathi Cement Corporation - India
- Gujarat Sidhee Cement - India
- India Bulls Power Limited - India
- MS Steel International - UAE
- The State Trading Corporation of India Ltd
- Ministry of Mines - Canada
- Xindia Steels Limited - India
- Makarim & Taira - Indonesia
- TeaM Sual Corporation - Philippines
- Leighton Contractors Pty Ltd - Australia
- SN Aboitiz Power Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- Rashtriya Ispat Nigam Limited - India
- Independent Power Producers Association of India
- Electricity Generating Authority of Thailand
- Bhatia International Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Pendopo Energi Batubara - Indonesia
- Economic Council, Georgia
- Global Coal Blending Company Limited - Australia
- The Treasury - Australian Government
- CIMB Investment Bank - Malaysia
- International Coal Ventures Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Siam City Cement PLC, Thailand
- Central Java Power - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Star Paper Mills Limited - India
- Uttam Galva Steels Limited - India
- Rio Tinto Coal - Australia
- Banpu Public Company Limited - Thailand
- Aditya Birla Group - India
- OPG Power Generation Pvt Ltd - India
- Vedanta Resources Plc - India
- Ambuja Cements Ltd - India
- Indian Oil Corporation Limited
- Metalloyd Limited - United Kingdom
- Wood Mackenzie - Singapore
- Thiess Contractors Indonesia
- San Jose City I Power Corp, Philippines
- Renaissance Capital - South Africa
- McConnell Dowell - Australia
- Romanian Commodities Exchange
- Gujarat Electricity Regulatory Commission - India
- Mercuria Energy - Indonesia
- Indogreen Group - Indonesia
- Savvy Resources Ltd - HongKong
- Georgia Ports Authority, United States
- ICICI Bank Limited - India
- Africa Commodities Group - South Africa
- Orica Mining Services - Indonesia
- Power Finance Corporation Ltd., India
- GN Power Mariveles Coal Plant, Philippines
- Straits Asia Resources Limited - Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Trasteel International SA, Italy
- Indika Energy - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Latin American Coal - Colombia
- Australian Coal Association
- Energy Development Corp, Philippines
- Riau Bara Harum - Indonesia
- Indonesian Coal Mining Association
- Ministry of Transport, Egypt
- LBH Netherlands Bv - Netherlands
- Medco Energi Mining Internasional
- Parry Sugars Refinery, India
- Ministry of Finance - Indonesia
- Iligan Light & Power Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Bank of Tokyo Mitsubishi UFJ Ltd
- Alfred C Toepfer International GmbH - Germany
- Samtan Co., Ltd - South Korea
- Bayan Resources Tbk. - Indonesia
- GAC Shipping (India) Pvt Ltd
- Altura Mining Limited, Indonesia
- Bukit Baiduri Energy - Indonesia
- Krishnapatnam Port Company Ltd. - India
- TNB Fuel Sdn Bhd - Malaysia
- ASAPP Information Group - India
- Heidelberg Cement - Germany
- VISA Power Limited - India
- Deloitte Consulting - India
- Oldendorff Carriers - Singapore
- Coastal Gujarat Power Limited - India
- Eastern Coal Council - USA
- Directorate Of Revenue Intelligence - India
- Sinarmas Energy and Mining - Indonesia
- Wilmar Investment Holdings
- Neyveli Lignite Corporation Ltd, - India
- Kobexindo Tractors - Indoneisa
- Kaltim Prima Coal - Indonesia
- Essar Steel Hazira Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- London Commodity Brokers - England
- Global Business Power Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- The University of Queensland
- Lanco Infratech Ltd - India
- Thai Mozambique Logistica
- Directorate General of MIneral and Coal - Indonesia
- Minerals Council of Australia
- CNBM International Corporation - China
- Barasentosa Lestari - Indonesia
- Price Waterhouse Coopers - Russia
- Bulk Trading Sa - Switzerland
- Standard Chartered Bank - UAE
- Videocon Industries ltd - India
- Semirara Mining Corp, Philippines
- Meralco Power Generation, Philippines
- Antam Resourcindo - Indonesia
- Malabar Cements Ltd - India
- Bhoruka Overseas - Indonesia
- Attock Cement Pakistan Limited
- Indo Tambangraya Megah - Indonesia
- New Zealand Coal & Carbon
- Mjunction Services Limited - India
- Borneo Indobara - Indonesia
- Sojitz Corporation - Japan
- Jaiprakash Power Ventures ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Maheswari Brothers Coal Limited - India
- Commonwealth Bank - Australia
- Maharashtra Electricity Regulatory Commission - India
- Energy Link Ltd, New Zealand
- Simpson Spence & Young - Indonesia
- Port Waratah Coal Services - Australia
- Vizag Seaport Private Limited - India
- Global Green Power PLC Corporation, Philippines
- Eastern Energy - Thailand
- Kapuas Tunggal Persada - Indonesia
- GVK Power & Infra Limited - India
- Singapore Mercantile Exchange
- Gujarat Mineral Development Corp Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- IEA Clean Coal Centre - UK
- Coalindo Energy - Indonesia
- Binh Thuan Hamico - Vietnam
- Planning Commission, India
- Kartika Selabumi Mining - Indonesia
- Carbofer General Trading SA - India
- Orica Australia Pty. Ltd.
- Electricity Authority, New Zealand
- Parliament of New Zealand
- Bhushan Steel Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sakthi Sugars Limited - India
- Therma Luzon, Inc, Philippines
- Indian Energy Exchange, India
- Mintek Dendrill Indonesia
- Sindya Power Generating Company Private Ltd
- Bangladesh Power Developement Board
- European Bulk Services B.V. - Netherlands
- Tamil Nadu electricity Board
- Toyota Tsusho Corporation, Japan
- Merrill Lynch Commodities Europe
- Meenaskhi Energy Private Limited - India
- Sical Logistics Limited - India
- Sree Jayajothi Cements Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Coal and Oil Company - UAE
- Central Electricity Authority - India
- Australian Commodity Traders Exchange
- Chamber of Mines of South Africa
- Cement Manufacturers Association - India
- Grasim Industreis Ltd - India
- Mercator Lines Limited - India
- Petron Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- Formosa Plastics Group - Taiwan
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