We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
Tuesday, 28 August 18
SHIPPING MARKET UPDATE - GEORGE LAZARIDIS
 As we edge close to the start of the Autumn Season, a period within the year that is usually characterized as the pivot point from the final quarter rally takes shape, one can’t but wonder what is install for the market this Autumn and if we could well see a firm rally take shape this time around says George Lazaridis, Head of Research & Valuations of Allied shipping.
According to George Lazaridis, the truth of the matter is that much of the optimism that was being shared amongst market participants at the start of the year has seemed to have dissipated during the past couple of months as events started to unfold. These events, though most not directly connected to shipping markets, have had a significant impact on almost all aspects of the shipping market. Not all have been negative, though in their overall influence seem to add up to more negative than positive influences. He further noted in his latest weekly report, the ensuing geopolitical tensions have not just affected international trade but have also had several effects on other aspects of the market, an example of which can be seen in the recent collapse of the Turkish Lira which as a consequence brought about a collapse of the ship recycling market within the Mediterranean.
The Head of Research & Valuations Allied further said in his report, on the face of it all things have been holding up relatively well across most of the main shipping sectors. Steel production has shown remarkable resilience despite most of the trade tensions having been originally focused around steel products. This has helped play a significant part in keep the Dry Bulk market alive and kicking over the past couple of months. Things haven’t been going all the bad in the oil trade either, though given that the tanker sector is still trying to lift itself out of its current recessive state, there are limited smiles to be seen as of yet amongst owners. Gas carriers have been flourishing as demand for both petroleum gasses and Liquified Natural gas is not only holding up well but is showing signs of a renaissance in demand. Containership have also managed to keep on a good track for the time being, though a bigger word of caution seems to be warranted here given that most of the Tariffs threats at play are most likely to have a direct impact on their cargo volumes first.
Having said all that the state of play seems to be one of extensive uncertainty, with the constant shifts in that are being brought about by the political tension baffling most long term chartering strategies and essentially benefiting most those chartering managers which can prove to be quick on their feet. The extensive level of investment and operational risk being faced has essentially shifted the market paradigm into more of a risky gamble rather than a sound investment strategy. New regulations such as the one brought about by Beijing with regards to the import of vessels can have imminent shifts in the long-term prospects of any investment in shipping, while directly influencing its current running value. The sparking of new tensions such as the recent fallout between the United States and Turkey have a direct impact on certain vital trade regions such as the Black Sea, as well as the ship recycling industry in the region (although given that Turkey is primarily a ship recycling location for smaller vessel sizes the impact is overall limited). Given that we are likely to see further such developments take shape before the year comes to a close and it will be some time before we start to see some resolution take place, it looks as though the overall sense of uncertainty will continue to feed the market and most new investment decisions for now. It just seems as though most of us will have to just embrace risk for the time being and always hope for the best.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Sunday, 02 December 18
TRADE WAR LEADING TO HEADWINDS FOR THE FRAGILE DRY BULK RECOVERY - PETER SAND, BIMCO
The first twelve weeks of the 2018/19 marketing year, which started on 1 September 2018, have painted a dire picture for US soya bean exports which ...
Friday, 30 November 18
GOVT MULLS REQUIRING MINERS TO TURN COAL INTO GAS - THE JAKARTA POST
The government is considering requiring all coal miners to turn the raw commodity into dimethylether (DME) as a substitute for liquefied petroleum ...
Friday, 30 November 18
SUPRAMAX: N. CHINA TO INDIA OR SE ASIA SUPRAS ARE GETTING PAID AROUND US$ 6000 - FEARNLEYS
Capesize
Sharp rise in spot activity and income, admittedly from very low levels, for the big ships. West Australia/China and Brazil/Far East b ...
Thursday, 29 November 18
NEW IMSBC CODE REQUIREMENTS AIM TO CONTROL LIQUEFACTION OF COAL CARGOES - GARD
KNOWLEDGE TO ELEVATE
The International Maritime Solid Bulk Cargoes (IMSBC) Code describes coal as a natural, solid, combustible material consi ...
Wednesday, 28 November 18
SHIPPING MARKET INSIGHT - GEORGE LAIOS
Last week I had the privilege to attend the SingularityU Greece Summit, in Athens. It was a privilege because you do not often have the chance to s ...
|
|
|
Showing 1546 to 1550 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Parry Sugars Refinery, India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Global Business Power Corporation, Philippines
- Ministry of Mines - Canada
- Globalindo Alam Lestari - Indonesia
- Chettinad Cement Corporation Ltd - India
- Orica Mining Services - Indonesia
- Power Finance Corporation Ltd., India
- Meralco Power Generation, Philippines
- Merrill Lynch Commodities Europe
- Eastern Energy - Thailand
- Larsen & Toubro Limited - India
- IHS Mccloskey Coal Group - USA
- Sical Logistics Limited - India
- Medco Energi Mining Internasional
- Timah Investasi Mineral - Indoneisa
- Sojitz Corporation - Japan
- Gujarat Mineral Development Corp Ltd - India
- Mjunction Services Limited - India
- Pendopo Energi Batubara - Indonesia
- Indo Tambangraya Megah - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Maheswari Brothers Coal Limited - India
- Thiess Contractors Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Wilmar Investment Holdings
- Tamil Nadu electricity Board
- Simpson Spence & Young - Indonesia
- McConnell Dowell - Australia
- Sinarmas Energy and Mining - Indonesia
- Sakthi Sugars Limited - India
- Essar Steel Hazira Ltd - India
- Intertek Mineral Services - Indonesia
- Georgia Ports Authority, United States
- Bhatia International Limited - India
- Borneo Indobara - Indonesia
- Central Electricity Authority - India
- PNOC Exploration Corporation - Philippines
- Manunggal Multi Energi - Indonesia
- Port Waratah Coal Services - Australia
- Minerals Council of Australia
- OPG Power Generation Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Indonesian Coal Mining Association
- Sindya Power Generating Company Private Ltd
- Mercuria Energy - Indonesia
- Formosa Plastics Group - Taiwan
- Indika Energy - Indonesia
- Bangladesh Power Developement Board
- San Jose City I Power Corp, Philippines
- Bhushan Steel Limited - India
- Rio Tinto Coal - Australia
- Leighton Contractors Pty Ltd - Australia
- Banpu Public Company Limited - Thailand
- Singapore Mercantile Exchange
- Kumho Petrochemical, South Korea
- Lanco Infratech Ltd - India
- Coal and Oil Company - UAE
- GN Power Mariveles Coal Plant, Philippines
- SN Aboitiz Power Inc, Philippines
- Barasentosa Lestari - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- South Luzon Thermal Energy Corporation
- Toyota Tsusho Corporation, Japan
- Directorate General of MIneral and Coal - Indonesia
- Ind-Barath Power Infra Limited - India
- ICICI Bank Limited - India
- Indian Oil Corporation Limited
- Electricity Authority, New Zealand
- Bulk Trading Sa - Switzerland
- Aditya Birla Group - India
- Australian Commodity Traders Exchange
- Cigading International Bulk Terminal - Indonesia
- Wood Mackenzie - Singapore
- Heidelberg Cement - Germany
- Kalimantan Lumbung Energi - Indonesia
- Coastal Gujarat Power Limited - India
- Ministry of Finance - Indonesia
- India Bulls Power Limited - India
- Attock Cement Pakistan Limited
- Siam City Cement - Thailand
- Oldendorff Carriers - Singapore
- Billiton Holdings Pty Ltd - Australia
- Latin American Coal - Colombia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Marubeni Corporation - India
- Price Waterhouse Coopers - Russia
- Deloitte Consulting - India
- International Coal Ventures Pvt Ltd - India
- Energy Link Ltd, New Zealand
- TeaM Sual Corporation - Philippines
- New Zealand Coal & Carbon
- Alfred C Toepfer International GmbH - Germany
- Tata Chemicals Ltd - India
- VISA Power Limited - India
- Commonwealth Bank - Australia
- Energy Development Corp, Philippines
- Videocon Industries ltd - India
- LBH Netherlands Bv - Netherlands
- Interocean Group of Companies - India
- Altura Mining Limited, Indonesia
- Baramulti Group, Indonesia
- The State Trading Corporation of India Ltd
- Mintek Dendrill Indonesia
- Renaissance Capital - South Africa
- Therma Luzon, Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- SMG Consultants - Indonesia
- Dalmia Cement Bharat India
- White Energy Company Limited
- Australian Coal Association
- The Treasury - Australian Government
- Star Paper Mills Limited - India
- Krishnapatnam Port Company Ltd. - India
- Riau Bara Harum - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Bhoruka Overseas - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Savvy Resources Ltd - HongKong
- Coalindo Energy - Indonesia
- Kobexindo Tractors - Indoneisa
- PowerSource Philippines DevCo
- Holcim Trading Pte Ltd - Singapore
- Rashtriya Ispat Nigam Limited - India
- PTC India Limited - India
- Bukit Baiduri Energy - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Africa Commodities Group - South Africa
- Gujarat Sidhee Cement - India
- Metalloyd Limited - United Kingdom
- Global Coal Blending Company Limited - Australia
- Karaikal Port Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Siam City Cement PLC, Thailand
- Makarim & Taira - Indonesia
- Parliament of New Zealand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Salva Resources Pvt Ltd - India
- Indian Energy Exchange, India
- AsiaOL BioFuels Corp., Philippines
- GAC Shipping (India) Pvt Ltd
- Economic Council, Georgia
- Bahari Cakrawala Sebuku - Indonesia
- Bayan Resources Tbk. - Indonesia
- ASAPP Information Group - India
- Mercator Lines Limited - India
- Ceylon Electricity Board - Sri Lanka
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Karbindo Abesyapradhi - Indoneisa
- Antam Resourcindo - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Bukit Makmur.PT - Indonesia
- Jindal Steel & Power Ltd - India
- Central Java Power - Indonesia
- Sree Jayajothi Cements Limited - India
- Orica Australia Pty. Ltd.
- Kartika Selabumi Mining - Indonesia
- MS Steel International - UAE
- Chamber of Mines of South Africa
- Sarangani Energy Corporation, Philippines
- Indogreen Group - Indonesia
- Samtan Co., Ltd - South Korea
- Trasteel International SA, Italy
- SMC Global Power, Philippines
- Bharathi Cement Corporation - India
- Thai Mozambique Logistica
- Straits Asia Resources Limited - Singapore
- GMR Energy Limited - India
- Eastern Coal Council - USA
- The University of Queensland
- Kaltim Prima Coal - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Uttam Galva Steels Limited - India
- Kapuas Tunggal Persada - Indonesia
- London Commodity Brokers - England
- Directorate Of Revenue Intelligence - India
- Anglo American - United Kingdom
- Meenaskhi Energy Private Limited - India
- CIMB Investment Bank - Malaysia
- Ambuja Cements Ltd - India
- Malabar Cements Ltd - India
- Binh Thuan Hamico - Vietnam
- Petron Corporation, Philippines
- Romanian Commodities Exchange
- Kideco Jaya Agung - Indonesia
- Ministry of Transport, Egypt
- IEA Clean Coal Centre - UK
- Iligan Light & Power Inc, Philippines
- Semirara Mining Corp, Philippines
- Goldman Sachs - Singapore
- Cement Manufacturers Association - India
- CNBM International Corporation - China
- Jorong Barutama Greston.PT - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Jaiprakash Power Ventures ltd
- Agrawal Coal Company - India
- Xindia Steels Limited - India
- Vizag Seaport Private Limited - India
- Posco Energy - South Korea
- PetroVietnam Power Coal Import and Supply Company
- Planning Commission, India
- Global Green Power PLC Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- Edison Trading Spa - Italy
- Grasim Industreis Ltd - India
- Standard Chartered Bank - UAE
- Electricity Generating Authority of Thailand
- GVK Power & Infra Limited - India
- Madhucon Powers Ltd - India
- Vedanta Resources Plc - India
- Kepco SPC Power Corporation, Philippines
- Independent Power Producers Association of India
- European Bulk Services B.V. - Netherlands
- Carbofer General Trading SA - India
|
| |
| |
|
