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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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Saturday, 20 October 18
PANAMAX: THE PACIFIC SAW A LARGE VOLUME OF FIXING, WITH INDONESIA AGAIN THE DRIVING FORCE - THE BALTIC BRIEFING
Capesize
A positive end to last week after a shaky start, with a Coaltrans taking participants out of the market early on and with rates slippi ...
Thursday, 18 October 18
SUPRAMAX: INDO/WC INDIA SUPRAS ARE FIXING AROUND MID $14000S P/D BASIS SPORE DELIVERY
Capesize
The volatile Cape market continues this week, especially in the Pacific says Fearnleys in its latest weekly report.
...
Thursday, 18 October 18
COAL SHORTAGE HITS POWER SECTOR AGAIN; HOW INDIA CAN GET ITS PRODUCTION RIGHT - ANIL SWARUP
By convincing states of the value proposition of increased production, the record production of Fy15 & Fy16 can be emulated.
The ...
Thursday, 18 October 18
CHINA POWER REFORM NEUTRAL ON GRIDS, PRESSURES IPP MARGINS - FITCH RATINGS
China's power sector reform has a broadly neutral impact on transmission grids although it will pressure the power producers' margins, says ...
Wednesday, 17 October 18
ESCROW SERVICE FOR BALTIC MEMBERS NOW LIVE
The Baltic Exchange’s Escrow Service for its members to hold deposits for ship sale transactions goes live today (15 October). The service is ...
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Showing 1586 to 1590 news of total 6871 |
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- Sarangani Energy Corporation, Philippines
- White Energy Company Limited
- Gujarat Mineral Development Corp Ltd - India
- Central Electricity Authority - India
- Borneo Indobara - Indonesia
- Banpu Public Company Limited - Thailand
- Antam Resourcindo - Indonesia
- Binh Thuan Hamico - Vietnam
- Star Paper Mills Limited - India
- Directorate Of Revenue Intelligence - India
- Posco Energy - South Korea
- VISA Power Limited - India
- South Luzon Thermal Energy Corporation
- Grasim Industreis Ltd - India
- Simpson Spence & Young - Indonesia
- Kideco Jaya Agung - Indonesia
- Sical Logistics Limited - India
- Eastern Coal Council - USA
- Attock Cement Pakistan Limited
- Vizag Seaport Private Limited - India
- Bulk Trading Sa - Switzerland
- Kobexindo Tractors - Indoneisa
- Goldman Sachs - Singapore
- Mercator Lines Limited - India
- Maheswari Brothers Coal Limited - India
- Kepco SPC Power Corporation, Philippines
- Agrawal Coal Company - India
- SMG Consultants - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Parliament of New Zealand
- Energy Development Corp, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Wilmar Investment Holdings
- Barasentosa Lestari - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Siam City Cement PLC, Thailand
- GVK Power & Infra Limited - India
- Malabar Cements Ltd - India
- The Treasury - Australian Government
- Trasteel International SA, Italy
- Kumho Petrochemical, South Korea
- Carbofer General Trading SA - India
- Global Coal Blending Company Limited - Australia
- Gujarat Electricity Regulatory Commission - India
- Samtan Co., Ltd - South Korea
- Jaiprakash Power Ventures ltd
- Manunggal Multi Energi - Indonesia
- ICICI Bank Limited - India
- Mercuria Energy - Indonesia
- Indo Tambangraya Megah - Indonesia
- Marubeni Corporation - India
- Semirara Mining Corp, Philippines
- Dalmia Cement Bharat India
- Indogreen Group - Indonesia
- Timah Investasi Mineral - Indoneisa
- Romanian Commodities Exchange
- Latin American Coal - Colombia
- TeaM Sual Corporation - Philippines
- Bhatia International Limited - India
- Ministry of Finance - Indonesia
- Sakthi Sugars Limited - India
- Alfred C Toepfer International GmbH - Germany
- Global Business Power Corporation, Philippines
- Edison Trading Spa - Italy
- Indika Energy - Indonesia
- Makarim & Taira - Indonesia
- Coalindo Energy - Indonesia
- Planning Commission, India
- Toyota Tsusho Corporation, Japan
- PetroVietnam Power Coal Import and Supply Company
- MS Steel International - UAE
- Economic Council, Georgia
- Ambuja Cements Ltd - India
- Chettinad Cement Corporation Ltd - India
- IEA Clean Coal Centre - UK
- Globalindo Alam Lestari - Indonesia
- Sojitz Corporation - Japan
- Meralco Power Generation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Coal and Oil Company - UAE
- Georgia Ports Authority, United States
- International Coal Ventures Pvt Ltd - India
- Baramulti Group, Indonesia
- PNOC Exploration Corporation - Philippines
- Intertek Mineral Services - Indonesia
- Altura Mining Limited, Indonesia
- Port Waratah Coal Services - Australia
- Riau Bara Harum - Indonesia
- Meenaskhi Energy Private Limited - India
- San Jose City I Power Corp, Philippines
- Parry Sugars Refinery, India
- Standard Chartered Bank - UAE
- Commonwealth Bank - Australia
- Independent Power Producers Association of India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Cement Manufacturers Association - India
- Minerals Council of Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ministry of Transport, Egypt
- LBH Netherlands Bv - Netherlands
- OPG Power Generation Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Petron Corporation, Philippines
- Renaissance Capital - South Africa
- Billiton Holdings Pty Ltd - Australia
- Indian Energy Exchange, India
- Kaltim Prima Coal - Indonesia
- ASAPP Information Group - India
- Pipit Mutiara Jaya. PT, Indonesia
- Bhoruka Overseas - Indonesia
- Aditya Birla Group - India
- Australian Coal Association
- GAC Shipping (India) Pvt Ltd
- Jindal Steel & Power Ltd - India
- Coastal Gujarat Power Limited - India
- Rio Tinto Coal - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- European Bulk Services B.V. - Netherlands
- Formosa Plastics Group - Taiwan
- Lanco Infratech Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- The University of Queensland
- Global Green Power PLC Corporation, Philippines
- Tata Chemicals Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Xindia Steels Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Thai Mozambique Logistica
- Sindya Power Generating Company Private Ltd
- Rashtriya Ispat Nigam Limited - India
- Bharathi Cement Corporation - India
- Tamil Nadu electricity Board
- Central Java Power - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- IHS Mccloskey Coal Group - USA
- Sinarmas Energy and Mining - Indonesia
- Mintek Dendrill Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kapuas Tunggal Persada - Indonesia
- Australian Commodity Traders Exchange
- Metalloyd Limited - United Kingdom
- Aboitiz Power Corporation - Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Salva Resources Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- McConnell Dowell - Australia
- Orica Australia Pty. Ltd.
- Wood Mackenzie - Singapore
- PowerSource Philippines DevCo
- Jorong Barutama Greston.PT - Indonesia
- Bayan Resources Tbk. - Indonesia
- Anglo American - United Kingdom
- SN Aboitiz Power Inc, Philippines
- Essar Steel Hazira Ltd - India
- SMC Global Power, Philippines
- Karaikal Port Pvt Ltd - India
- Eastern Energy - Thailand
- Iligan Light & Power Inc, Philippines
- Videocon Industries ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Heidelberg Cement - Germany
- PTC India Limited - India
- Africa Commodities Group - South Africa
- Bukit Baiduri Energy - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Medco Energi Mining Internasional
- Siam City Cement - Thailand
- Kartika Selabumi Mining - Indonesia
- Bhushan Steel Limited - India
- Energy Link Ltd, New Zealand
- Ministry of Mines - Canada
- Price Waterhouse Coopers - Russia
- India Bulls Power Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Singapore Mercantile Exchange
- Maharashtra Electricity Regulatory Commission - India
- Thiess Contractors Indonesia
- Indonesian Coal Mining Association
- Pendopo Energi Batubara - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Larsen & Toubro Limited - India
- CNBM International Corporation - China
- CIMB Investment Bank - Malaysia
- Uttam Galva Steels Limited - India
- Vedanta Resources Plc - India
- Merrill Lynch Commodities Europe
- Leighton Contractors Pty Ltd - Australia
- Orica Mining Services - Indonesia
- London Commodity Brokers - England
- Chamber of Mines of South Africa
- Mjunction Services Limited - India
- Gujarat Sidhee Cement - India
- Interocean Group of Companies - India
- TNB Fuel Sdn Bhd - Malaysia
- Therma Luzon, Inc, Philippines
- Oldendorff Carriers - Singapore
- Indian Oil Corporation Limited
- Deloitte Consulting - India
- The State Trading Corporation of India Ltd
- Ind-Barath Power Infra Limited - India
- New Zealand Coal & Carbon
- Ceylon Electricity Board - Sri Lanka
- Straits Asia Resources Limited - Singapore
- Bangladesh Power Developement Board
- Bukit Makmur.PT - Indonesia
- GMR Energy Limited - India
- Cigading International Bulk Terminal - Indonesia
- Madhucon Powers Ltd - India
- Savvy Resources Ltd - HongKong
- Sree Jayajothi Cements Limited - India
- Electricity Authority, New Zealand
- Bahari Cakrawala Sebuku - Indonesia
- Electricity Generating Authority of Thailand
- Semirara Mining and Power Corporation, Philippines
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