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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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Monday, 29 October 18
IMPLEMENTATION OF SULPHUR 2020 LIMIT - CARRIAGE BAN ADOPTED - IMO
An amendment to support consistent implementation of the forthcoming 0.50% limit on sulphur in ships fuel oil was adopted by the International Mari ...
Monday, 29 October 18
SUPRAMAX: THE ASIAN AREA SAW FALLING RATES, WITH A 61,000DWT FIXING DELIVERY KOHSICHANG TRIP VIA INDONESIA, REDELIVERY INDIA, AT $10,500 - BALTIC BRIEFING
Capesize
A market of two halves for most of the week with rates in the Atlantic firming and easing in the East for most of the week, but then, ...
Friday, 26 October 18
SHIP OPERATING COSTS EXPECTED TO RISE IN 2018 AND 2019 - MOORE STEPHENS
Total vessel operating costs in the shipping industry are expected to rise by 2.7% in 2018 and by 3.1% in 2019, according to our latest survey.
...
Friday, 26 October 18
SEVERAL CONTRACTIONS IN GLOBAL STEEL PRODUCTION - JEFFREY LANDSBERG
World Steel Association data released today shows that global crude steel production totaled approximately 151.7 million tons in September. T ...
Thursday, 25 October 18
WHAT DOES THE "IMO 2020" REGULATION REALLY SAY? A QUICK GUIDE - BIMCO
KNOWLEDGE TO ELEVATE
The shipping industry has all eyes firmly fixed on the topic, but what exactly do the “IMO 2020” global sulph ...
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Showing 1576 to 1580 news of total 6871 |
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- Maheswari Brothers Coal Limited - India
- Sree Jayajothi Cements Limited - India
- Kumho Petrochemical, South Korea
- AsiaOL BioFuels Corp., Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Heidelberg Cement - Germany
- Directorate General of MIneral and Coal - Indonesia
- Deloitte Consulting - India
- Siam City Cement - Thailand
- Dalmia Cement Bharat India
- Makarim & Taira - Indonesia
- Bulk Trading Sa - Switzerland
- Mjunction Services Limited - India
- Mercator Lines Limited - India
- Thiess Contractors Indonesia
- Posco Energy - South Korea
- Jorong Barutama Greston.PT - Indonesia
- Star Paper Mills Limited - India
- CNBM International Corporation - China
- Kobexindo Tractors - Indoneisa
- Orica Mining Services - Indonesia
- Sakthi Sugars Limited - India
- Simpson Spence & Young - Indonesia
- Karaikal Port Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Australian Commodity Traders Exchange
- Uttam Galva Steels Limited - India
- Goldman Sachs - Singapore
- Merrill Lynch Commodities Europe
- Economic Council, Georgia
- Metalloyd Limited - United Kingdom
- Aboitiz Power Corporation - Philippines
- Sinarmas Energy and Mining - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Sojitz Corporation - Japan
- Kapuas Tunggal Persada - Indonesia
- Sarangani Energy Corporation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Leighton Contractors Pty Ltd - Australia
- Indian Energy Exchange, India
- Coastal Gujarat Power Limited - India
- TeaM Sual Corporation - Philippines
- Kideco Jaya Agung - Indonesia
- Power Finance Corporation Ltd., India
- Malabar Cements Ltd - India
- Toyota Tsusho Corporation, Japan
- Miang Besar Coal Terminal - Indonesia
- Edison Trading Spa - Italy
- Altura Mining Limited, Indonesia
- Pendopo Energi Batubara - Indonesia
- Central Java Power - Indonesia
- Bhushan Steel Limited - India
- Ind-Barath Power Infra Limited - India
- ASAPP Information Group - India
- Energy Link Ltd, New Zealand
- New Zealand Coal & Carbon
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- PetroVietnam Power Coal Import and Supply Company
- Orica Australia Pty. Ltd.
- Timah Investasi Mineral - Indoneisa
- Marubeni Corporation - India
- IHS Mccloskey Coal Group - USA
- Indogreen Group - Indonesia
- MS Steel International - UAE
- International Coal Ventures Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Eastern Coal Council - USA
- Gujarat Electricity Regulatory Commission - India
- Lanco Infratech Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Chettinad Cement Corporation Ltd - India
- Agrawal Coal Company - India
- Commonwealth Bank - Australia
- Standard Chartered Bank - UAE
- Renaissance Capital - South Africa
- Krishnapatnam Port Company Ltd. - India
- The State Trading Corporation of India Ltd
- Bayan Resources Tbk. - Indonesia
- White Energy Company Limited
- Meenaskhi Energy Private Limited - India
- Essar Steel Hazira Ltd - India
- Parliament of New Zealand
- Jaiprakash Power Ventures ltd
- European Bulk Services B.V. - Netherlands
- Borneo Indobara - Indonesia
- Globalindo Alam Lestari - Indonesia
- Banpu Public Company Limited - Thailand
- Gujarat Sidhee Cement - India
- Asmin Koalindo Tuhup - Indonesia
- Intertek Mineral Services - Indonesia
- Directorate Of Revenue Intelligence - India
- Ceylon Electricity Board - Sri Lanka
- Straits Asia Resources Limited - Singapore
- Iligan Light & Power Inc, Philippines
- Savvy Resources Ltd - HongKong
- Interocean Group of Companies - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Electricity Authority, New Zealand
- India Bulls Power Limited - India
- Eastern Energy - Thailand
- London Commodity Brokers - England
- Minerals Council of Australia
- Georgia Ports Authority, United States
- Alfred C Toepfer International GmbH - Germany
- Videocon Industries ltd - India
- Bangladesh Power Developement Board
- Mercuria Energy - Indonesia
- Attock Cement Pakistan Limited
- Bhatia International Limited - India
- Indonesian Coal Mining Association
- Indo Tambangraya Megah - Indonesia
- Price Waterhouse Coopers - Russia
- SMG Consultants - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- GMR Energy Limited - India
- Vizag Seaport Private Limited - India
- Barasentosa Lestari - Indonesia
- Aditya Birla Group - India
- Antam Resourcindo - Indonesia
- Rio Tinto Coal - Australia
- Neyveli Lignite Corporation Ltd, - India
- Holcim Trading Pte Ltd - Singapore
- Ministry of Transport, Egypt
- Global Business Power Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Baramulti Group, Indonesia
- Vedanta Resources Plc - India
- GAC Shipping (India) Pvt Ltd
- Kaltim Prima Coal - Indonesia
- Wood Mackenzie - Singapore
- San Jose City I Power Corp, Philippines
- Africa Commodities Group - South Africa
- The Treasury - Australian Government
- VISA Power Limited - India
- CIMB Investment Bank - Malaysia
- Latin American Coal - Colombia
- Coalindo Energy - Indonesia
- Salva Resources Pvt Ltd - India
- The University of Queensland
- Grasim Industreis Ltd - India
- Kartika Selabumi Mining - Indonesia
- Samtan Co., Ltd - South Korea
- Meralco Power Generation, Philippines
- Tamil Nadu electricity Board
- Petrochimia International Co. Ltd.- Taiwan
- Gujarat Mineral Development Corp Ltd - India
- Singapore Mercantile Exchange
- Sical Logistics Limited - India
- Global Coal Blending Company Limited - Australia
- GN Power Mariveles Coal Plant, Philippines
- Sindya Power Generating Company Private Ltd
- Manunggal Multi Energi - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Romanian Commodities Exchange
- Petron Corporation, Philippines
- Energy Development Corp, Philippines
- McConnell Dowell - Australia
- Madhucon Powers Ltd - India
- Indian Oil Corporation Limited
- Tata Chemicals Ltd - India
- Semirara Mining Corp, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Therma Luzon, Inc, Philippines
- PTC India Limited - India
- Mintek Dendrill Indonesia
- Rashtriya Ispat Nigam Limited - India
- Chamber of Mines of South Africa
- PowerSource Philippines DevCo
- Independent Power Producers Association of India
- Bukit Baiduri Energy - Indonesia
- Ministry of Finance - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Anglo American - United Kingdom
- Ministry of Mines - Canada
- Bharathi Cement Corporation - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- South Luzon Thermal Energy Corporation
- Parry Sugars Refinery, India
- LBH Netherlands Bv - Netherlands
- Oldendorff Carriers - Singapore
- Indika Energy - Indonesia
- Ambuja Cements Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Global Green Power PLC Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Formosa Plastics Group - Taiwan
- Coal and Oil Company - UAE
- Australian Coal Association
- Kalimantan Lumbung Energi - Indonesia
- Wilmar Investment Holdings
- Bukit Makmur.PT - Indonesia
- Cement Manufacturers Association - India
- Trasteel International SA, Italy
- Port Waratah Coal Services - Australia
- Cigading International Bulk Terminal - Indonesia
- Planning Commission, India
- IEA Clean Coal Centre - UK
- Xindia Steels Limited - India
- GVK Power & Infra Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Bhoruka Overseas - Indonesia
- Medco Energi Mining Internasional
- OPG Power Generation Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Binh Thuan Hamico - Vietnam
- Larsen & Toubro Limited - India
- Carbofer General Trading SA - India
- SN Aboitiz Power Inc, Philippines
- SMC Global Power, Philippines
- Kepco SPC Power Corporation, Philippines
- Central Electricity Authority - India
- ICICI Bank Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- PNOC Exploration Corporation - Philippines
- Thai Mozambique Logistica
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