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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, 03 October 18
SHIPPING MARKET INSIGHT - KATERINA RESTIS
The bunker fuel supply and availability landscape is close to its transformation with the enforcement of the IMO’s global 0.5% fuel Sulphur c ...
Tuesday, 02 October 18
PANAMAX: A FURTHER RISE ACROSS ALL MAIN ROUTES THIS WEEK - ALLIED
Capesize
Finally an upward recovery was in sight in the spot market the past few days, after the prolonged negative pressure noted the weeks pr ...
Tuesday, 02 October 18
THE PRICE OF OIL CONTINUES ITS CLIMB AMIDST A SERIES OF CONCERNS REGARDING SUPPLY CONSTRAINTS - GEORGE LAZARIDIS
It has been a busy week for oil traders as the price of oil continues its climb amidst a series of concerns regarding supply constraints.
...
Tuesday, 02 October 18
INDONESIA GETS READY TO MEET INCREASED COAL DEMAND FROM CHINA, FREIGHT TO RESPOND - MIKAL BOE
Indonesian coal suppliers have increased their domestic coal production target by 4.5 percent from a previous 485 million tonnes to a massive 507 m ...
Monday, 01 October 18
SUPRAMAX: A 56,000 DWT FIXED DELIVERY FOR A SURABAYA TRIP WITH REDELIVERY TO WEST COAST INDIA AT $13,500 - THE BALTIC BRIEFING
Capesize
A stop-start market for the big ships with many expectations and few fulfilled. Holidays curtailed trading early in the week, but the ...
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Showing 1601 to 1605 news of total 6871 |
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- Port Waratah Coal Services - Australia
- Power Finance Corporation Ltd., India
- CIMB Investment Bank - Malaysia
- Ministry of Mines - Canada
- Oldendorff Carriers - Singapore
- Medco Energi Mining Internasional
- Africa Commodities Group - South Africa
- Ministry of Finance - Indonesia
- GMR Energy Limited - India
- Semirara Mining and Power Corporation, Philippines
- Star Paper Mills Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Banpu Public Company Limited - Thailand
- Uttam Galva Steels Limited - India
- Energy Development Corp, Philippines
- Borneo Indobara - Indonesia
- Interocean Group of Companies - India
- Formosa Plastics Group - Taiwan
- CNBM International Corporation - China
- San Jose City I Power Corp, Philippines
- Aditya Birla Group - India
- Timah Investasi Mineral - Indoneisa
- ICICI Bank Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Madhucon Powers Ltd - India
- Deloitte Consulting - India
- Goldman Sachs - Singapore
- Merrill Lynch Commodities Europe
- Sindya Power Generating Company Private Ltd
- Romanian Commodities Exchange
- Rio Tinto Coal - Australia
- Videocon Industries ltd - India
- SMC Global Power, Philippines
- Maheswari Brothers Coal Limited - India
- Thiess Contractors Indonesia
- Metalloyd Limited - United Kingdom
- PTC India Limited - India
- GAC Shipping (India) Pvt Ltd
- Ministry of Transport, Egypt
- Eastern Coal Council - USA
- Aboitiz Power Corporation - Philippines
- Wood Mackenzie - Singapore
- Meralco Power Generation, Philippines
- ASAPP Information Group - India
- SN Aboitiz Power Inc, Philippines
- Global Coal Blending Company Limited - Australia
- Globalindo Alam Lestari - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Bukit Makmur.PT - Indonesia
- New Zealand Coal & Carbon
- London Commodity Brokers - England
- Commonwealth Bank - Australia
- Bulk Trading Sa - Switzerland
- Barasentosa Lestari - Indonesia
- Iligan Light & Power Inc, Philippines
- Antam Resourcindo - Indonesia
- Karaikal Port Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- GN Power Mariveles Coal Plant, Philippines
- Mercuria Energy - Indonesia
- Manunggal Multi Energi - Indonesia
- Chettinad Cement Corporation Ltd - India
- Kumho Petrochemical, South Korea
- Price Waterhouse Coopers - Russia
- Makarim & Taira - Indonesia
- Central Java Power - Indonesia
- Cement Manufacturers Association - India
- Maharashtra Electricity Regulatory Commission - India
- Economic Council, Georgia
- Sarangani Energy Corporation, Philippines
- Anglo American - United Kingdom
- Tata Chemicals Ltd - India
- Vedanta Resources Plc - India
- Central Electricity Authority - India
- Kideco Jaya Agung - Indonesia
- PNOC Exploration Corporation - Philippines
- Parry Sugars Refinery, India
- SMG Consultants - Indonesia
- Therma Luzon, Inc, Philippines
- Riau Bara Harum - Indonesia
- Minerals Council of Australia
- Baramulti Group, Indonesia
- PowerSource Philippines DevCo
- OPG Power Generation Pvt Ltd - India
- Carbofer General Trading SA - India
- Straits Asia Resources Limited - Singapore
- Heidelberg Cement - Germany
- Orica Mining Services - Indonesia
- Sakthi Sugars Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Toyota Tsusho Corporation, Japan
- Pendopo Energi Batubara - Indonesia
- Krishnapatnam Port Company Ltd. - India
- PetroVietnam Power Coal Import and Supply Company
- Indian Oil Corporation Limited
- Ambuja Cements Ltd - India
- Indian Energy Exchange, India
- Vijayanagar Sugar Pvt Ltd - India
- Indogreen Group - Indonesia
- The Treasury - Australian Government
- Billiton Holdings Pty Ltd - Australia
- Attock Cement Pakistan Limited
- Karbindo Abesyapradhi - Indoneisa
- Posco Energy - South Korea
- Orica Australia Pty. Ltd.
- Savvy Resources Ltd - HongKong
- Renaissance Capital - South Africa
- Siam City Cement PLC, Thailand
- European Bulk Services B.V. - Netherlands
- Planning Commission, India
- Bukit Asam (Persero) Tbk - Indonesia
- Bhoruka Overseas - Indonesia
- Jaiprakash Power Ventures ltd
- Latin American Coal - Colombia
- Asmin Koalindo Tuhup - Indonesia
- TeaM Sual Corporation - Philippines
- Sical Logistics Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Bhushan Steel Limited - India
- Bukit Baiduri Energy - Indonesia
- Coalindo Energy - Indonesia
- Essar Steel Hazira Ltd - India
- Singapore Mercantile Exchange
- The State Trading Corporation of India Ltd
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Xindia Steels Limited - India
- Kobexindo Tractors - Indoneisa
- Grasim Industreis Ltd - India
- Sojitz Corporation - Japan
- Kartika Selabumi Mining - Indonesia
- White Energy Company Limited
- Leighton Contractors Pty Ltd - Australia
- Directorate General of MIneral and Coal - Indonesia
- Mjunction Services Limited - India
- Chamber of Mines of South Africa
- Energy Link Ltd, New Zealand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- India Bulls Power Limited - India
- Bhatia International Limited - India
- Global Green Power PLC Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Dalmia Cement Bharat India
- Georgia Ports Authority, United States
- Wilmar Investment Holdings
- Ind-Barath Power Infra Limited - India
- Altura Mining Limited, Indonesia
- Australian Commodity Traders Exchange
- Mercator Lines Limited - India
- Coal and Oil Company - UAE
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Marubeni Corporation - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sree Jayajothi Cements Limited - India
- Global Business Power Corporation, Philippines
- Australian Coal Association
- Vizag Seaport Private Limited - India
- Holcim Trading Pte Ltd - Singapore
- Samtan Co., Ltd - South Korea
- Indonesian Coal Mining Association
- Bangladesh Power Developement Board
- Kepco SPC Power Corporation, Philippines
- Coastal Gujarat Power Limited - India
- GVK Power & Infra Limited - India
- Bayan Resources Tbk. - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Indo Tambangraya Megah - Indonesia
- IEA Clean Coal Centre - UK
- Parliament of New Zealand
- Edison Trading Spa - Italy
- MS Steel International - UAE
- Electricity Authority, New Zealand
- Thai Mozambique Logistica
- South Luzon Thermal Energy Corporation
- The University of Queensland
- Malabar Cements Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- VISA Power Limited - India
- Petron Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Bank of Tokyo Mitsubishi UFJ Ltd
- Rashtriya Ispat Nigam Limited - India
- Siam City Cement - Thailand
- Jindal Steel & Power Ltd - India
- Gujarat Sidhee Cement - India
- Meenaskhi Energy Private Limited - India
- Eastern Energy - Thailand
- Salva Resources Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Bharathi Cement Corporation - India
- International Coal Ventures Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Alfred C Toepfer International GmbH - Germany
- Offshore Bulk Terminal Pte Ltd, Singapore
- Trasteel International SA, Italy
- Mintek Dendrill Indonesia
- Kaltim Prima Coal - Indonesia
- Electricity Generating Authority of Thailand
- Miang Besar Coal Terminal - Indonesia
- LBH Netherlands Bv - Netherlands
- Agrawal Coal Company - India
- Indika Energy - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- McConnell Dowell - Australia
- Independent Power Producers Association of India
- Petrochimia International Co. Ltd.- Taiwan
- Semirara Mining Corp, Philippines
- Cigading International Bulk Terminal - Indonesia
- Standard Chartered Bank - UAE
- Simpson Spence & Young - Indonesia
- Larsen & Toubro Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Lanco Infratech Ltd - India
- Tamil Nadu electricity Board
- Bahari Cakrawala Sebuku - Indonesia
- Intertek Mineral Services - Indonesia
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