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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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Friday, 06 July 18
COAL PRICES HAVE REMAINED STRONG BUT ARE SET TO DECLINE - NAB
Coal spot prices have been highly volatile in recent years, with an upward trend since recent lows in April 2018, National Australia Bank says in i ...
Friday, 06 July 18
HOW FLEET SIZE, CORPORATE PROFILE AND STRATEGY ARE DECIDING FACTORS IN SELECTING AN APPROPRIATE FINANCING STRATEGY - PWC
KNOWLEDGE TO ELEVATE
The challenges that shipping companies are facing when selecting an appropriate financing strategy during the current per ...
Friday, 06 July 18
INDIA: GOVT TO RELAX CURBS ON INDIAN FIRMS CHARTERING FOREIGN SHIPS - HINDU BUSINESS LINE
The Ministry of Shipping is clearly in reform mode. On the heels of the recent relaxation of the cabotage law, which allows foreign flag vessels to ...
Friday, 06 July 18
AUSTRALIAN NEWCASTLE SPOT COAL PRICES HIT $120 FOR 1ST TIME SINCE 2012 - REUTERS
Australian thermal coal prices have broken through $120 per tonne for the first time since 2012, driven up by strong consumption in Asia and spot m ...
Thursday, 05 July 18
WHAT THE FAILED GLENCORE-TOHOKU COAL TALKS MEAN FOR THE MARKET - REUTERS
Electric utilities in Japan and other Asian countries are driving blind when it comes to coal prices after the failure of Japan’s Tohoku Elec ...
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- Sojitz Corporation - Japan
- Bulk Trading Sa - Switzerland
- Metalloyd Limited - United Kingdom
- Siam City Cement PLC, Thailand
- London Commodity Brokers - England
- Oldendorff Carriers - Singapore
- VISA Power Limited - India
- Global Coal Blending Company Limited - Australia
- Agrawal Coal Company - India
- Gujarat Sidhee Cement - India
- Energy Development Corp, Philippines
- Toyota Tsusho Corporation, Japan
- Salva Resources Pvt Ltd - India
- Madhucon Powers Ltd - India
- PNOC Exploration Corporation - Philippines
- Therma Luzon, Inc, Philippines
- Wilmar Investment Holdings
- Sree Jayajothi Cements Limited - India
- Eastern Energy - Thailand
- Indika Energy - Indonesia
- Uttam Galva Steels Limited - India
- Pendopo Energi Batubara - Indonesia
- Independent Power Producers Association of India
- Karaikal Port Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Port Waratah Coal Services - Australia
- Ceylon Electricity Board - Sri Lanka
- Bukit Asam (Persero) Tbk - Indonesia
- Bayan Resources Tbk. - Indonesia
- Malabar Cements Ltd - India
- Heidelberg Cement - Germany
- Standard Chartered Bank - UAE
- Miang Besar Coal Terminal - Indonesia
- Coalindo Energy - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- GAC Shipping (India) Pvt Ltd
- Videocon Industries ltd - India
- Semirara Mining and Power Corporation, Philippines
- Carbofer General Trading SA - India
- Dalmia Cement Bharat India
- Makarim & Taira - Indonesia
- Latin American Coal - Colombia
- Karbindo Abesyapradhi - Indoneisa
- Holcim Trading Pte Ltd - Singapore
- Gujarat Mineral Development Corp Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- CNBM International Corporation - China
- Chamber of Mines of South Africa
- Rio Tinto Coal - Australia
- Ministry of Finance - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Mintek Dendrill Indonesia
- Bangladesh Power Developement Board
- Alfred C Toepfer International GmbH - Germany
- Power Finance Corporation Ltd., India
- Attock Cement Pakistan Limited
- Binh Thuan Hamico - Vietnam
- LBH Netherlands Bv - Netherlands
- GVK Power & Infra Limited - India
- Medco Energi Mining Internasional
- Borneo Indobara - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Bukit Baiduri Energy - Indonesia
- Kaltim Prima Coal - Indonesia
- Maheswari Brothers Coal Limited - India
- Mercator Lines Limited - India
- India Bulls Power Limited - India
- Vedanta Resources Plc - India
- Larsen & Toubro Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- Manunggal Multi Energi - Indonesia
- Sical Logistics Limited - India
- Australian Commodity Traders Exchange
- Deloitte Consulting - India
- Jaiprakash Power Ventures ltd
- Timah Investasi Mineral - Indoneisa
- Indo Tambangraya Megah - Indonesia
- Xindia Steels Limited - India
- Planning Commission, India
- Price Waterhouse Coopers - Russia
- Leighton Contractors Pty Ltd - Australia
- McConnell Dowell - Australia
- Savvy Resources Ltd - HongKong
- TNB Fuel Sdn Bhd - Malaysia
- Bharathi Cement Corporation - India
- Indonesian Coal Mining Association
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Bhoruka Overseas - Indonesia
- PTC India Limited - India
- Posco Energy - South Korea
- Thai Mozambique Logistica
- SN Aboitiz Power Inc, Philippines
- Merrill Lynch Commodities Europe
- Cement Manufacturers Association - India
- Aditya Birla Group - India
- Thiess Contractors Indonesia
- Straits Asia Resources Limited - Singapore
- New Zealand Coal & Carbon
- Aboitiz Power Corporation - Philippines
- Samtan Co., Ltd - South Korea
- Edison Trading Spa - Italy
- Jindal Steel & Power Ltd - India
- Africa Commodities Group - South Africa
- Georgia Ports Authority, United States
- Coastal Gujarat Power Limited - India
- European Bulk Services B.V. - Netherlands
- Directorate Of Revenue Intelligence - India
- Sarangani Energy Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Semirara Mining Corp, Philippines
- Ministry of Mines - Canada
- ICICI Bank Limited - India
- Wood Mackenzie - Singapore
- Ind-Barath Power Infra Limited - India
- Krishnapatnam Port Company Ltd. - India
- Kalimantan Lumbung Energi - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Romanian Commodities Exchange
- IEA Clean Coal Centre - UK
- Interocean Group of Companies - India
- Baramulti Group, Indonesia
- Ministry of Transport, Egypt
- Goldman Sachs - Singapore
- Simpson Spence & Young - Indonesia
- Orica Mining Services - Indonesia
- Anglo American - United Kingdom
- Sindya Power Generating Company Private Ltd
- ASAPP Information Group - India
- The State Trading Corporation of India Ltd
- GN Power Mariveles Coal Plant, Philippines
- Global Business Power Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Jorong Barutama Greston.PT - Indonesia
- The University of Queensland
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Petron Corporation, Philippines
- Energy Link Ltd, New Zealand
- Barasentosa Lestari - Indonesia
- Parliament of New Zealand
- Tamil Nadu electricity Board
- GMR Energy Limited - India
- Mercuria Energy - Indonesia
- Eastern Coal Council - USA
- CIMB Investment Bank - Malaysia
- Kumho Petrochemical, South Korea
- Kartika Selabumi Mining - Indonesia
- Antam Resourcindo - Indonesia
- Siam City Cement - Thailand
- Banpu Public Company Limited - Thailand
- Vizag Seaport Private Limited - India
- Indian Oil Corporation Limited
- Chettinad Cement Corporation Ltd - India
- Commonwealth Bank - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Formosa Plastics Group - Taiwan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bhatia International Limited - India
- Global Green Power PLC Corporation, Philippines
- Parry Sugars Refinery, India
- Billiton Holdings Pty Ltd - Australia
- Lanco Infratech Ltd - India
- Coal and Oil Company - UAE
- Tata Chemicals Ltd - India
- Minerals Council of Australia
- Trasteel International SA, Italy
- Kobexindo Tractors - Indoneisa
- Orica Australia Pty. Ltd.
- Central Electricity Authority - India
- Kohat Cement Company Ltd. - Pakistan
- Star Paper Mills Limited - India
- OPG Power Generation Pvt Ltd - India
- Renaissance Capital - South Africa
- The Treasury - Australian Government
- Kapuas Tunggal Persada - Indonesia
- San Jose City I Power Corp, Philippines
- IHS Mccloskey Coal Group - USA
- Electricity Generating Authority of Thailand
- MS Steel International - UAE
- Iligan Light & Power Inc, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Electricity Authority, New Zealand
- Bukit Makmur.PT - Indonesia
- Kepco SPC Power Corporation, Philippines
- Central Java Power - Indonesia
- PowerSource Philippines DevCo
- SMC Global Power, Philippines
- Indogreen Group - Indonesia
- Marubeni Corporation - India
- Mjunction Services Limited - India
- Sakthi Sugars Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Economic Council, Georgia
- TeaM Sual Corporation - Philippines
- Bhushan Steel Limited - India
- Ambuja Cements Ltd - India
- International Coal Ventures Pvt Ltd - India
- Indian Energy Exchange, India
- Riau Bara Harum - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Essar Steel Hazira Ltd - India
- Singapore Mercantile Exchange
- White Energy Company Limited
- Altura Mining Limited, Indonesia
- Cigading International Bulk Terminal - Indonesia
- SMG Consultants - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Intertek Mineral Services - Indonesia
- Australian Coal Association
- Globalindo Alam Lestari - Indonesia
- Grasim Industreis Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- South Luzon Thermal Energy Corporation
- Meralco Power Generation, Philippines
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