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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.
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Thursday, 22 November 18
SHUT OUT OF CHINA, U.S. COAL EXPORTERS FIND FAVOUR IN INDIA, FOR NOW - REUTERS
U.S. coal exporters have effectively lost a promising market in China since the imposition of tariffs as part of the ongoing trade dispute, but so ...
Wednesday, 21 November 18
SHIPPING MARKET INSIGHT - DIMITRIS KOURTESIS
Halfway through the fourth and last quarter of the year, we spot a significant change in freight rates for tankers trading dirty, as well as on the ...
Tuesday, 20 November 18
FREIGHT RATES IN THE CRUDE OIL MARKET HAVE ALREADY PICKED UP OVER THE PAST COUPLE OF WEEKS - YIANNIS VAMVAKAS
Current geopolitical developments between Iran and the US, which have led the latter to re-impose its sanctions, have significantly affected oil pr ...
Tuesday, 20 November 18
GOLDEN ENERGY AND RESOURCES LEADS A$249M BID FOR AUSTRALIA-LISTED STANMORE COAL - THE STRAITS TIMES
Singapore-listed Golden Energy and Resources (GEAR) is leading deals worth up to A$249 million (S$250 million) to acquire Australia-listed Stanmore ...
Monday, 19 November 18
INDONESIA'S LEADING EIGHT COAL MINER'S COAL MINING CONTRACTS ARE EXPECTED TO EXPIRE BETWEEN YEAR 2019 - 2025
The Ministry of Energy and Mineral Resources (ESDM) said, eight Coal Contract of Works (CCoW) will expected to expire between 2019 to 2026, Liputan ...
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- Orica Australia Pty. Ltd.
- Tamil Nadu electricity Board
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indian Energy Exchange, India
- Pipit Mutiara Jaya. PT, Indonesia
- Oldendorff Carriers - Singapore
- Karaikal Port Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- Mercuria Energy - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Posco Energy - South Korea
- South Luzon Thermal Energy Corporation
- Petron Corporation, Philippines
- Indogreen Group - Indonesia
- Chamber of Mines of South Africa
- Bank of Tokyo Mitsubishi UFJ Ltd
- GVK Power & Infra Limited - India
- Kobexindo Tractors - Indoneisa
- Bulk Trading Sa - Switzerland
- Riau Bara Harum - Indonesia
- Independent Power Producers Association of India
- PNOC Exploration Corporation - Philippines
- LBH Netherlands Bv - Netherlands
- Bhoruka Overseas - Indonesia
- Wood Mackenzie - Singapore
- Rashtriya Ispat Nigam Limited - India
- Binh Thuan Hamico - Vietnam
- Larsen & Toubro Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Global Business Power Corporation, Philippines
- Eastern Coal Council - USA
- Coalindo Energy - Indonesia
- Bhushan Steel Limited - India
- Indika Energy - Indonesia
- Eastern Energy - Thailand
- Leighton Contractors Pty Ltd - Australia
- Lanco Infratech Ltd - India
- Wilmar Investment Holdings
- Anglo American - United Kingdom
- Ind-Barath Power Infra Limited - India
- Latin American Coal - Colombia
- Ambuja Cements Ltd - India
- Commonwealth Bank - Australia
- Jorong Barutama Greston.PT - Indonesia
- ASAPP Information Group - India
- Marubeni Corporation - India
- GAC Shipping (India) Pvt Ltd
- Siam City Cement - Thailand
- OPG Power Generation Pvt Ltd - India
- Minerals Council of Australia
- SMG Consultants - Indonesia
- The Treasury - Australian Government
- Essar Steel Hazira Ltd - India
- Savvy Resources Ltd - HongKong
- Tata Chemicals Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Grasim Industreis Ltd - India
- Straits Asia Resources Limited - Singapore
- Star Paper Mills Limited - India
- Globalindo Alam Lestari - Indonesia
- Malabar Cements Ltd - India
- Romanian Commodities Exchange
- PetroVietnam Power Coal Import and Supply Company
- Power Finance Corporation Ltd., India
- Economic Council, Georgia
- Indonesian Coal Mining Association
- Directorate Of Revenue Intelligence - India
- Vijayanagar Sugar Pvt Ltd - India
- White Energy Company Limited
- Thiess Contractors Indonesia
- India Bulls Power Limited - India
- Mercator Lines Limited - India
- Gujarat Electricity Regulatory Commission - India
- Sical Logistics Limited - India
- McConnell Dowell - Australia
- Iligan Light & Power Inc, Philippines
- Kideco Jaya Agung - Indonesia
- Carbofer General Trading SA - India
- MS Steel International - UAE
- Merrill Lynch Commodities Europe
- Dalmia Cement Bharat India
- Deloitte Consulting - India
- Kepco SPC Power Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Global Coal Blending Company Limited - Australia
- Central Electricity Authority - India
- Sindya Power Generating Company Private Ltd
- Mjunction Services Limited - India
- Samtan Co., Ltd - South Korea
- Borneo Indobara - Indonesia
- Goldman Sachs - Singapore
- Attock Cement Pakistan Limited
- Edison Trading Spa - Italy
- Vizag Seaport Private Limited - India
- SMC Global Power, Philippines
- Energy Link Ltd, New Zealand
- Pendopo Energi Batubara - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Indo Tambangraya Megah - Indonesia
- Ministry of Mines - Canada
- Baramulti Group, Indonesia
- Miang Besar Coal Terminal - Indonesia
- Vedanta Resources Plc - India
- Coastal Gujarat Power Limited - India
- PowerSource Philippines DevCo
- Sree Jayajothi Cements Limited - India
- GMR Energy Limited - India
- London Commodity Brokers - England
- Rio Tinto Coal - Australia
- Medco Energi Mining Internasional
- Bangladesh Power Developement Board
- New Zealand Coal & Carbon
- Bhatia International Limited - India
- Jindal Steel & Power Ltd - India
- Aboitiz Power Corporation - Philippines
- Cement Manufacturers Association - India
- Semirara Mining Corp, Philippines
- Heidelberg Cement - Germany
- Holcim Trading Pte Ltd - Singapore
- Gujarat Sidhee Cement - India
- International Coal Ventures Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Antam Resourcindo - Indonesia
- Interocean Group of Companies - India
- Parliament of New Zealand
- Trasteel International SA, Italy
- IHS Mccloskey Coal Group - USA
- Timah Investasi Mineral - Indoneisa
- Madhucon Powers Ltd - India
- Planning Commission, India
- Ceylon Electricity Board - Sri Lanka
- SN Aboitiz Power Inc, Philippines
- Therma Luzon, Inc, Philippines
- Videocon Industries ltd - India
- Alfred C Toepfer International GmbH - Germany
- Australian Coal Association
- Ministry of Finance - Indonesia
- Banpu Public Company Limited - Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- AsiaOL BioFuels Corp., Philippines
- ICICI Bank Limited - India
- GN Power Mariveles Coal Plant, Philippines
- VISA Power Limited - India
- Thai Mozambique Logistica
- Maharashtra Electricity Regulatory Commission - India
- Kaltim Prima Coal - Indonesia
- Siam City Cement PLC, Thailand
- Standard Chartered Bank - UAE
- Maheswari Brothers Coal Limited - India
- Port Waratah Coal Services - Australia
- Formosa Plastics Group - Taiwan
- Australian Commodity Traders Exchange
- Manunggal Multi Energi - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sojitz Corporation - Japan
- Kartika Selabumi Mining - Indonesia
- Aditya Birla Group - India
- European Bulk Services B.V. - Netherlands
- San Jose City I Power Corp, Philippines
- Energy Development Corp, Philippines
- Bukit Baiduri Energy - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Ministry of Transport, Egypt
- Sarangani Energy Corporation, Philippines
- Bharathi Cement Corporation - India
- Electricity Generating Authority of Thailand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- CNBM International Corporation - China
- Barasentosa Lestari - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Asmin Koalindo Tuhup - Indonesia
- Indian Oil Corporation Limited
- Global Green Power PLC Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- Krishnapatnam Port Company Ltd. - India
- CIMB Investment Bank - Malaysia
- Xindia Steels Limited - India
- Africa Commodities Group - South Africa
- TeaM Sual Corporation - Philippines
- Kapuas Tunggal Persada - Indonesia
- Jaiprakash Power Ventures ltd
- Kalimantan Lumbung Energi - Indonesia
- Electricity Authority, New Zealand
- Bukit Asam (Persero) Tbk - Indonesia
- Simpson Spence & Young - Indonesia
- Intertek Mineral Services - Indonesia
- Metalloyd Limited - United Kingdom
- Directorate General of MIneral and Coal - Indonesia
- PTC India Limited - India
- Bukit Makmur.PT - Indonesia
- Makarim & Taira - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Bayan Resources Tbk. - Indonesia
- Uttam Galva Steels Limited - India
- Coal and Oil Company - UAE
- TNB Fuel Sdn Bhd - Malaysia
- Orica Mining Services - Indonesia
- IEA Clean Coal Centre - UK
- Meralco Power Generation, Philippines
- Agrawal Coal Company - India
- Altura Mining Limited, Indonesia
- Mintek Dendrill Indonesia
- Salva Resources Pvt Ltd - India
- Central Java Power - Indonesia
- The State Trading Corporation of India Ltd
- Sakthi Sugars Limited - India
- Price Waterhouse Coopers - Russia
- Georgia Ports Authority, United States
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Parry Sugars Refinery, India
- The University of Queensland
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Renaissance Capital - South Africa
- Singapore Mercantile Exchange
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