We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Thursday, 12 July 18
SUPRAMAX: INDO/CHINA COAL RV IS BEING FIXED AROUND USD 10500 BSS SINGAPORE - FEARNLEYS
Capesize
Cape market continue to be extremely volatile says Fearnleys in its latst weekly report.
The further noted that, last week ended wi ...
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 ...
Tuesday, 10 July 18
SUPPORTING SULPHUR 2020 CONSISTENT IMPLEMENTATION - IMO
An IMO working group is meeting (9-13 July) to develop guidelines to support the consistent implementation of the 0.50% limit for the sulphur conte ...
Monday, 09 July 18
RISING COAL PRICES LIFTING AUSTRALIA'S EXPORT REVENUES BUT INVESTORS STAYING AWAY - NEWCASTLE HERALD
Newcastle coal prices have risen more than 40 per cent in a year to be at their highest levels for seven years but the industry is becoming increas ...
Saturday, 07 July 18
SUPRAMAX: THE ASIAN MARKET STRUGGLED; A 57K-DWT WAS REPORTED FIXED BASIS DELIVERY SINGAPORE FOR A TRIP VIA INDONESIA REDELIVERY INDIA AT $12K
Capesize
A punchy week for the big ships that saw Atlantic rates soar, with the tonnage list tight prompting charterers to split cargoes, thoug ...
|
|
|
Showing 1671 to 1675 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- CIMB Investment Bank - Malaysia
- White Energy Company Limited
- International Coal Ventures Pvt Ltd - India
- New Zealand Coal & Carbon
- Goldman Sachs - Singapore
- Uttam Galva Steels Limited - India
- Australian Commodity Traders Exchange
- Rashtriya Ispat Nigam Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Eastern Energy - Thailand
- Krishnapatnam Port Company Ltd. - India
- Minerals Council of Australia
- India Bulls Power Limited - India
- Cement Manufacturers Association - India
- Chamber of Mines of South Africa
- Wilmar Investment Holdings
- Samtan Co., Ltd - South Korea
- Ministry of Transport, Egypt
- Bharathi Cement Corporation - India
- Miang Besar Coal Terminal - Indonesia
- IHS Mccloskey Coal Group - USA
- Coal and Oil Company - UAE
- Edison Trading Spa - Italy
- Xindia Steels Limited - India
- Essar Steel Hazira Ltd - India
- GAC Shipping (India) Pvt Ltd
- Mjunction Services Limited - India
- Makarim & Taira - Indonesia
- IEA Clean Coal Centre - UK
- Economic Council, Georgia
- Borneo Indobara - Indonesia
- Electricity Authority, New Zealand
- Bangladesh Power Developement Board
- GVK Power & Infra Limited - India
- Cigading International Bulk Terminal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Rio Tinto Coal - Australia
- Directorate Of Revenue Intelligence - India
- Price Waterhouse Coopers - Russia
- Independent Power Producers Association of India
- VISA Power Limited - India
- Straits Asia Resources Limited - Singapore
- Kepco SPC Power Corporation, Philippines
- Bulk Trading Sa - Switzerland
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- ASAPP Information Group - India
- Indika Energy - Indonesia
- Global Green Power PLC Corporation, Philippines
- The University of Queensland
- Latin American Coal - Colombia
- PNOC Exploration Corporation - Philippines
- CNBM International Corporation - China
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Singapore Mercantile Exchange
- Kaltim Prima Coal - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Georgia Ports Authority, United States
- Ministry of Mines - Canada
- Binh Thuan Hamico - Vietnam
- Pendopo Energi Batubara - Indonesia
- Oldendorff Carriers - Singapore
- Directorate General of MIneral and Coal - Indonesia
- Merrill Lynch Commodities Europe
- Indian Oil Corporation Limited
- ICICI Bank Limited - India
- The Treasury - Australian Government
- Jindal Steel & Power Ltd - India
- Gujarat Sidhee Cement - India
- Planning Commission, India
- Trasteel International SA, Italy
- Bhoruka Overseas - Indonesia
- SMC Global Power, Philippines
- Dalmia Cement Bharat India
- Bukit Asam (Persero) Tbk - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Indogreen Group - Indonesia
- Jaiprakash Power Ventures ltd
- Energy Link Ltd, New Zealand
- Australian Coal Association
- Timah Investasi Mineral - Indoneisa
- Petron Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Indonesian Coal Mining Association
- Tata Chemicals Ltd - India
- Parliament of New Zealand
- Parry Sugars Refinery, India
- Leighton Contractors Pty Ltd - Australia
- Antam Resourcindo - Indonesia
- Eastern Coal Council - USA
- Sakthi Sugars Limited - India
- Grasim Industreis Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Sojitz Corporation - Japan
- Coastal Gujarat Power Limited - India
- Sindya Power Generating Company Private Ltd
- Kalimantan Lumbung Energi - Indonesia
- Barasentosa Lestari - Indonesia
- Central Java Power - Indonesia
- Bukit Baiduri Energy - Indonesia
- Sinarmas Energy and Mining - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Bhushan Steel Limited - India
- Africa Commodities Group - South Africa
- Indo Tambangraya Megah - Indonesia
- LBH Netherlands Bv - Netherlands
- Malabar Cements Ltd - India
- Ind-Barath Power Infra Limited - India
- Therma Luzon, Inc, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Manunggal Multi Energi - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Ambuja Cements Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Attock Cement Pakistan Limited
- Meenaskhi Energy Private Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Sarangani Energy Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- London Commodity Brokers - England
- Offshore Bulk Terminal Pte Ltd, Singapore
- Siam City Cement - Thailand
- Banpu Public Company Limited - Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- Renaissance Capital - South Africa
- Thai Mozambique Logistica
- PTC India Limited - India
- Bukit Makmur.PT - Indonesia
- Standard Chartered Bank - UAE
- Bank of Tokyo Mitsubishi UFJ Ltd
- Anglo American - United Kingdom
- Bayan Resources Tbk. - Indonesia
- Agrawal Coal Company - India
- Star Paper Mills Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Deloitte Consulting - India
- Carbofer General Trading SA - India
- Karaikal Port Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Romanian Commodities Exchange
- Power Finance Corporation Ltd., India
- TNB Fuel Sdn Bhd - Malaysia
- Ministry of Finance - Indonesia
- Kideco Jaya Agung - Indonesia
- Posco Energy - South Korea
- European Bulk Services B.V. - Netherlands
- Interocean Group of Companies - India
- San Jose City I Power Corp, Philippines
- Central Electricity Authority - India
- Intertek Mineral Services - Indonesia
- PowerSource Philippines DevCo
- Maheswari Brothers Coal Limited - India
- Videocon Industries ltd - India
- Thiess Contractors Indonesia
- Meralco Power Generation, Philippines
- Siam City Cement PLC, Thailand
- Kartika Selabumi Mining - Indonesia
- Bhatia International Limited - India
- OPG Power Generation Pvt Ltd - India
- The State Trading Corporation of India Ltd
- Wood Mackenzie - Singapore
- Kumho Petrochemical, South Korea
- Mercuria Energy - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Tamil Nadu electricity Board
- Orica Mining Services - Indonesia
- Madhucon Powers Ltd - India
- GMR Energy Limited - India
- Commonwealth Bank - Australia
- AsiaOL BioFuels Corp., Philippines
- Iligan Light & Power Inc, Philippines
- Medco Energi Mining Internasional
- Port Waratah Coal Services - Australia
- Vedanta Resources Plc - India
- Vijayanagar Sugar Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- Global Business Power Corporation, Philippines
- Vizag Seaport Private Limited - India
- Lanco Infratech Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Orica Australia Pty. Ltd.
- Aboitiz Power Corporation - Philippines
- Mercator Lines Limited - India
- Coalindo Energy - Indonesia
- Heidelberg Cement - Germany
- Global Coal Blending Company Limited - Australia
- Toyota Tsusho Corporation, Japan
- Globalindo Alam Lestari - Indonesia
- SMG Consultants - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Indian Energy Exchange, India
- Semirara Mining and Power Corporation, Philippines
- Altura Mining Limited, Indonesia
- Marubeni Corporation - India
- Energy Development Corp, Philippines
- Kapuas Tunggal Persada - Indonesia
- MS Steel International - UAE
- Mintek Dendrill Indonesia
- Chettinad Cement Corporation Ltd - India
- Sical Logistics Limited - India
- Formosa Plastics Group - Taiwan
- Metalloyd Limited - United Kingdom
- Aditya Birla Group - India
- Gujarat Mineral Development Corp Ltd - India
- Simpson Spence & Young - Indonesia
- Baramulti Group, Indonesia
- Sree Jayajothi Cements Limited - India
- Semirara Mining Corp, Philippines
- Savvy Resources Ltd - HongKong
- Asia Pacific Energy Resources Ventures Inc, Philippines
- South Luzon Thermal Energy Corporation
- Electricity Generating Authority of Thailand
- PetroVietnam Power Coal Import and Supply Company
- Riau Bara Harum - Indonesia
- McConnell Dowell - Australia
- Larsen & Toubro Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kobexindo Tractors - Indoneisa
|
| |
| |
|
