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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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Tuesday, 13 November 18
INDIA: POWER DEMAND UP; COAL STOCKS AT MINES AT A 5-YEAR LOW - FINANCIAL EXPRESS
Stocks at Coal India mines plunged to a five-year low of 21 million tonne (mt) in October, as a sudden surge in demand for the fuel from the power ...
Monday, 12 November 18
COAL BUSINESS REMAINS PROSPECTIVE - ANTARA
Coal business happened to be sluggish in the 2012-2015 period because coal prices in the world market fell sharply, but it has begun to crawl up si ...
Monday, 12 November 18
INDONESIA'S HBA ENDS DECLINE IN NOVEMBER
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down the benchmark price of Indonesian thermal ...
Wednesday, 07 November 18
SHIPPING MARKET INSIGHT - VASILIS MOIRIS
This has been another active week in the second-hand market for both the dry bulk and tanker sectors. Buying interest has recently increased, which ...
Monday, 05 November 18
TIGHTER FUEL RULES COULD RAISE SHIPOWNERS' COSTS AND CAPEX - FITCH RATINGS
More stringent fuel regulations regarding sulphur content could significantly increase global shipping companies’ operating costs and capex n ...
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Showing 1566 to 1570 news of total 6871 |
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- Indian Oil Corporation Limited
- Miang Besar Coal Terminal - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Indika Energy - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- India Bulls Power Limited - India
- Australian Coal Association
- Carbofer General Trading SA - India
- Kohat Cement Company Ltd. - Pakistan
- ASAPP Information Group - India
- Thai Mozambique Logistica
- Oldendorff Carriers - Singapore
- Directorate General of MIneral and Coal - Indonesia
- Australian Commodity Traders Exchange
- Straits Asia Resources Limited - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Edison Trading Spa - Italy
- Mercuria Energy - Indonesia
- Marubeni Corporation - India
- Deloitte Consulting - India
- European Bulk Services B.V. - Netherlands
- LBH Netherlands Bv - Netherlands
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Orica Australia Pty. Ltd.
- SMC Global Power, Philippines
- London Commodity Brokers - England
- Attock Cement Pakistan Limited
- Bharathi Cement Corporation - India
- Baramulti Group, Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Mjunction Services Limited - India
- Standard Chartered Bank - UAE
- Xindia Steels Limited - India
- Medco Energi Mining Internasional
- Ceylon Electricity Board - Sri Lanka
- Kideco Jaya Agung - Indonesia
- Billiton Holdings Pty Ltd - Australia
- TeaM Sual Corporation - Philippines
- Karaikal Port Pvt Ltd - India
- Coal and Oil Company - UAE
- Wood Mackenzie - Singapore
- Sree Jayajothi Cements Limited - India
- Independent Power Producers Association of India
- PNOC Exploration Corporation - Philippines
- Simpson Spence & Young - Indonesia
- Ind-Barath Power Infra Limited - India
- VISA Power Limited - India
- Global Business Power Corporation, Philippines
- Posco Energy - South Korea
- Eastern Coal Council - USA
- Ministry of Transport, Egypt
- South Luzon Thermal Energy Corporation
- Tata Chemicals Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Petrochimia International Co. Ltd.- Taiwan
- Agrawal Coal Company - India
- Maheswari Brothers Coal Limited - India
- Aboitiz Power Corporation - Philippines
- Toyota Tsusho Corporation, Japan
- Semirara Mining and Power Corporation, Philippines
- Aditya Birla Group - India
- SMG Consultants - Indonesia
- Semirara Mining Corp, Philippines
- GAC Shipping (India) Pvt Ltd
- Planning Commission, India
- Antam Resourcindo - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Sindya Power Generating Company Private Ltd
- Star Paper Mills Limited - India
- Central Java Power - Indonesia
- Parry Sugars Refinery, India
- Sakthi Sugars Limited - India
- PetroVietnam Power Coal Import and Supply Company
- IHS Mccloskey Coal Group - USA
- Kepco SPC Power Corporation, Philippines
- Trasteel International SA, Italy
- GVK Power & Infra Limited - India
- Thiess Contractors Indonesia
- Anglo American - United Kingdom
- Riau Bara Harum - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Salva Resources Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- TNB Fuel Sdn Bhd - Malaysia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Banpu Public Company Limited - Thailand
- Samtan Co., Ltd - South Korea
- Kobexindo Tractors - Indoneisa
- Ambuja Cements Ltd - India
- Bhushan Steel Limited - India
- Tamil Nadu electricity Board
- Goldman Sachs - Singapore
- Chettinad Cement Corporation Ltd - India
- Madhucon Powers Ltd - India
- ICICI Bank Limited - India
- Bhoruka Overseas - Indonesia
- SN Aboitiz Power Inc, Philippines
- Ministry of Finance - Indonesia
- Indian Energy Exchange, India
- Latin American Coal - Colombia
- Kumho Petrochemical, South Korea
- PTC India Limited - India
- Vedanta Resources Plc - India
- Mintek Dendrill Indonesia
- Bangladesh Power Developement Board
- OPG Power Generation Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Krishnapatnam Port Company Ltd. - India
- Singapore Mercantile Exchange
- Essar Steel Hazira Ltd - India
- Makarim & Taira - Indonesia
- San Jose City I Power Corp, Philippines
- Port Waratah Coal Services - Australia
- Minerals Council of Australia
- Indonesian Coal Mining Association
- Lanco Infratech Ltd - India
- Romanian Commodities Exchange
- Asmin Koalindo Tuhup - Indonesia
- Gujarat Sidhee Cement - India
- Videocon Industries ltd - India
- Mercator Lines Limited - India
- Sinarmas Energy and Mining - Indonesia
- Larsen & Toubro Limited - India
- Manunggal Multi Energi - Indonesia
- Siam City Cement - Thailand
- New Zealand Coal & Carbon
- Gujarat Electricity Regulatory Commission - India
- The Treasury - Australian Government
- Altura Mining Limited, Indonesia
- Eastern Energy - Thailand
- AsiaOL BioFuels Corp., Philippines
- GN Power Mariveles Coal Plant, Philippines
- Sical Logistics Limited - India
- Bhatia International Limited - India
- Coalindo Energy - Indonesia
- Kartika Selabumi Mining - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Malabar Cements Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Alfred C Toepfer International GmbH - Germany
- MS Steel International - UAE
- Central Electricity Authority - India
- Intertek Mineral Services - Indonesia
- Rio Tinto Coal - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Africa Commodities Group - South Africa
- Maharashtra Electricity Regulatory Commission - India
- GMR Energy Limited - India
- McConnell Dowell - Australia
- Electricity Authority, New Zealand
- Jindal Steel & Power Ltd - India
- Indo Tambangraya Megah - Indonesia
- Timah Investasi Mineral - Indoneisa
- Ministry of Mines - Canada
- Commonwealth Bank - Australia
- Cement Manufacturers Association - India
- Bulk Trading Sa - Switzerland
- CNBM International Corporation - China
- Iligan Light & Power Inc, Philippines
- Grasim Industreis Ltd - India
- White Energy Company Limited
- Energy Development Corp, Philippines
- Dalmia Cement Bharat India
- Power Finance Corporation Ltd., India
- Borneo Indobara - Indonesia
- Economic Council, Georgia
- Meenaskhi Energy Private Limited - India
- Parliament of New Zealand
- Orica Mining Services - Indonesia
- Interocean Group of Companies - India
- Jorong Barutama Greston.PT - Indonesia
- Georgia Ports Authority, United States
- Directorate Of Revenue Intelligence - India
- Bukit Makmur.PT - Indonesia
- Price Waterhouse Coopers - Russia
- Bukit Baiduri Energy - Indonesia
- Indogreen Group - Indonesia
- Global Coal Blending Company Limited - Australia
- Sojitz Corporation - Japan
- Jaiprakash Power Ventures ltd
- Karbindo Abesyapradhi - Indoneisa
- Holcim Trading Pte Ltd - Singapore
- PowerSource Philippines DevCo
- Formosa Plastics Group - Taiwan
- Merrill Lynch Commodities Europe
- Bayan Resources Tbk. - Indonesia
- International Coal Ventures Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Leighton Contractors Pty Ltd - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Coastal Gujarat Power Limited - India
- Uttam Galva Steels Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Petron Corporation, Philippines
- The University of Queensland
- Sarangani Energy Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Heidelberg Cement - Germany
- Meralco Power Generation, Philippines
- Wilmar Investment Holdings
- Metalloyd Limited - United Kingdom
- Kaltim Prima Coal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Electricity Generating Authority of Thailand
- The State Trading Corporation of India Ltd
- Siam City Cement PLC, Thailand
- Binh Thuan Hamico - Vietnam
- Energy Link Ltd, New Zealand
- Barasentosa Lestari - Indonesia
- Pendopo Energi Batubara - Indonesia
- Renaissance Capital - South Africa
- Kapuas Tunggal Persada - Indonesia
- Chamber of Mines of South Africa
- Globalindo Alam Lestari - Indonesia
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