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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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Wednesday, 24 October 18
MARKET INSIGHT - NASSOS SOULAKIS
Looking at 2018 SnP activity, it is evident that Greek, Chinese and North European (German and Norwegian) owners are the top buying nationalities, ...
Wednesday, 24 October 18
CHINESE POWER PLANT STOCKPILES AT HIGHEST LEVEL SINCE 2015 - JEFFREY LANDSBERG
Chinese power plant coal stockpiles have climbed to approximately 83.3 million tons as of the middle of this month, said Jeffrey Landsberg in his e ...
Tuesday, 23 October 18
WILL THE U.S. COAL DECLINE CONTINUE? - FORBES
What’s Trump’s new coal proposal?
Adding to its controversial plan to leverage federal authority to keep retiring baselo ...
Monday, 22 October 18
CONTINUED HIGH LNG PRICES; TRADE WAR IMPACT LIMITED - FITCH RATINGS
Fitch Ratings expects sustained high spot liquefied natural gas (LNG) and contract prices over the next two quarters on limited investment in LNG e ...
Monday, 22 October 18
WINTER OIL MARKET OUTLOOK - OPEC
The oil market in the winter season is generally characterized by demand for diesel, particularly in the northern hemisphere, leaving product marke ...
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- Kapuas Tunggal Persada - Indonesia
- Larsen & Toubro Limited - India
- Aboitiz Power Corporation - Philippines
- Directorate Of Revenue Intelligence - India
- Planning Commission, India
- Rio Tinto Coal - Australia
- AsiaOL BioFuels Corp., Philippines
- GVK Power & Infra Limited - India
- Indo Tambangraya Megah - Indonesia
- Parry Sugars Refinery, India
- Electricity Authority, New Zealand
- Petrochimia International Co. Ltd.- Taiwan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Barasentosa Lestari - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Maheswari Brothers Coal Limited - India
- Sree Jayajothi Cements Limited - India
- SN Aboitiz Power Inc, Philippines
- Vizag Seaport Private Limited - India
- Power Finance Corporation Ltd., India
- India Bulls Power Limited - India
- Mercuria Energy - Indonesia
- Vedanta Resources Plc - India
- Australian Coal Association
- Jindal Steel & Power Ltd - India
- Marubeni Corporation - India
- Simpson Spence & Young - Indonesia
- Kepco SPC Power Corporation, Philippines
- PTC India Limited - India
- GN Power Mariveles Coal Plant, Philippines
- The State Trading Corporation of India Ltd
- Bulk Trading Sa - Switzerland
- European Bulk Services B.V. - Netherlands
- Interocean Group of Companies - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- New Zealand Coal & Carbon
- Salva Resources Pvt Ltd - India
- Siam City Cement - Thailand
- Eastern Coal Council - USA
- Semirara Mining and Power Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- Dalmia Cement Bharat India
- Borneo Indobara - Indonesia
- Renaissance Capital - South Africa
- GAC Shipping (India) Pvt Ltd
- Bhatia International Limited - India
- Xindia Steels Limited - India
- Edison Trading Spa - Italy
- Energy Link Ltd, New Zealand
- Gujarat Electricity Regulatory Commission - India
- Bukit Makmur.PT - Indonesia
- International Coal Ventures Pvt Ltd - India
- White Energy Company Limited
- Energy Development Corp, Philippines
- Central Electricity Authority - India
- CIMB Investment Bank - Malaysia
- San Jose City I Power Corp, Philippines
- Star Paper Mills Limited - India
- Ambuja Cements Ltd - India
- Makarim & Taira - Indonesia
- Global Coal Blending Company Limited - Australia
- Latin American Coal - Colombia
- Siam City Cement PLC, Thailand
- Sakthi Sugars Limited - India
- Coalindo Energy - Indonesia
- Ind-Barath Power Infra Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Ministry of Mines - Canada
- Kaltim Prima Coal - Indonesia
- Medco Energi Mining Internasional
- London Commodity Brokers - England
- Semirara Mining Corp, Philippines
- Singapore Mercantile Exchange
- SMC Global Power, Philippines
- VISA Power Limited - India
- Bhushan Steel Limited - India
- Orica Mining Services - Indonesia
- Malabar Cements Ltd - India
- Commonwealth Bank - Australia
- Metalloyd Limited - United Kingdom
- The University of Queensland
- Sinarmas Energy and Mining - Indonesia
- Toyota Tsusho Corporation, Japan
- Posco Energy - South Korea
- Bhoruka Overseas - Indonesia
- Gujarat Sidhee Cement - India
- Binh Thuan Hamico - Vietnam
- Samtan Co., Ltd - South Korea
- Minerals Council of Australia
- Jaiprakash Power Ventures ltd
- Grasim Industreis Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- ICICI Bank Limited - India
- Oldendorff Carriers - Singapore
- Rashtriya Ispat Nigam Limited - India
- CNBM International Corporation - China
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ministry of Transport, Egypt
- Kideco Jaya Agung - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Indogreen Group - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Wilmar Investment Holdings
- Sindya Power Generating Company Private Ltd
- Vijayanagar Sugar Pvt Ltd - India
- Bangladesh Power Developement Board
- Baramulti Group, Indonesia
- Indian Oil Corporation Limited
- Uttam Galva Steels Limited - India
- Banpu Public Company Limited - Thailand
- Global Green Power PLC Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- MS Steel International - UAE
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Standard Chartered Bank - UAE
- Meenaskhi Energy Private Limited - India
- Mintek Dendrill Indonesia
- Agrawal Coal Company - India
- Tamil Nadu electricity Board
- Neyveli Lignite Corporation Ltd, - India
- Meralco Power Generation, Philippines
- Manunggal Multi Energi - Indonesia
- Orica Australia Pty. Ltd.
- OPG Power Generation Pvt Ltd - India
- Bharathi Cement Corporation - India
- Sarangani Energy Corporation, Philippines
- Indika Energy - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Merrill Lynch Commodities Europe
- Globalindo Alam Lestari - Indonesia
- Australian Commodity Traders Exchange
- Antam Resourcindo - Indonesia
- Economic Council, Georgia
- The Treasury - Australian Government
- Deloitte Consulting - India
- Thiess Contractors Indonesia
- Mercator Lines Limited - India
- McConnell Dowell - Australia
- Indian Energy Exchange, India
- Kartika Selabumi Mining - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Madhucon Powers Ltd - India
- Indonesian Coal Mining Association
- Chettinad Cement Corporation Ltd - India
- Tata Chemicals Ltd - India
- ASAPP Information Group - India
- Intertek Mineral Services - Indonesia
- Bukit Baiduri Energy - Indonesia
- TeaM Sual Corporation - Philippines
- Port Waratah Coal Services - Australia
- GMR Energy Limited - India
- Formosa Plastics Group - Taiwan
- Lanco Infratech Ltd - India
- Timah Investasi Mineral - Indoneisa
- Riau Bara Harum - Indonesia
- Attock Cement Pakistan Limited
- Altura Mining Limited, Indonesia
- Thai Mozambique Logistica
- Independent Power Producers Association of India
- Kohat Cement Company Ltd. - Pakistan
- Bayan Resources Tbk. - Indonesia
- Goldman Sachs - Singapore
- Miang Besar Coal Terminal - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Anglo American - United Kingdom
- Carbofer General Trading SA - India
- PetroVietnam Power Coal Import and Supply Company
- LBH Netherlands Bv - Netherlands
- IEA Clean Coal Centre - UK
- Maharashtra Electricity Regulatory Commission - India
- Bukit Asam (Persero) Tbk - Indonesia
- Iligan Light & Power Inc, Philippines
- Pendopo Energi Batubara - Indonesia
- Coastal Gujarat Power Limited - India
- Petron Corporation, Philippines
- Sojitz Corporation - Japan
- Georgia Ports Authority, United States
- Essar Steel Hazira Ltd - India
- Africa Commodities Group - South Africa
- SMG Consultants - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Mjunction Services Limited - India
- Alfred C Toepfer International GmbH - Germany
- Billiton Holdings Pty Ltd - Australia
- Price Waterhouse Coopers - Russia
- Wood Mackenzie - Singapore
- Coal and Oil Company - UAE
- Chamber of Mines of South Africa
- Parliament of New Zealand
- Bahari Cakrawala Sebuku - Indonesia
- Aditya Birla Group - India
- Central Java Power - Indonesia
- PowerSource Philippines DevCo
- Jorong Barutama Greston.PT - Indonesia
- Kumho Petrochemical, South Korea
- Karaikal Port Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- Straits Asia Resources Limited - Singapore
- Ministry of Finance - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Heidelberg Cement - Germany
- PNOC Exploration Corporation - Philippines
- Therma Luzon, Inc, Philippines
- Global Business Power Corporation, Philippines
- South Luzon Thermal Energy Corporation
- Electricity Generating Authority of Thailand
- Videocon Industries ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Gujarat Mineral Development Corp Ltd - India
- Sical Logistics Limited - India
- Kobexindo Tractors - Indoneisa
- Trasteel International SA, Italy
- Romanian Commodities Exchange
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Eastern Energy - Thailand
- Cement Manufacturers Association - India
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