We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Monday, 01 October 18
A NO-DEAL BREXIT WILL UNDOUBTEDLY HAVE CONSEQUENCES FOR IMPORTERS AND EXPORTERS - KATE JONES, THE BALTIC BRIEFING
If you live in the UK, you might be finding it difficult to get away from the Brexit debate. “Hard Brexit”, “soft Brexit”, ...
Friday, 28 September 18
INDONESIA 2018 COAL OUTPUT TARGET NOW AROUND 507 MLN T - ENERGY MINISTRY : REUTERS
Indonesia has increased its 2018 coal production target to around 507 million tonnes from a previous target of 485 million tonnes, the Energy Minis ...
Friday, 28 September 18
FITCH RATINGS: METALLURGICAL COAL MINERS MAY CURB COSTS AS PRICES SLIP
Strong cost inflation in the global metallurgical coal sector suggests that miners may focus on cost controls as prices decline from their current ...
Wednesday, 26 September 18
IS YOUR CHARTER PARTY READY FOR 2020? - METTE KRONHOLM FRAENDE, BIMCO
As the deadline for the IMO’s global low-sulphur fuel requirements fast approaches, it is necessary to carefully check the bunker clauses in ...
Wednesday, 26 September 18
SHIPPING MARKET INSIGHT - GEORGE ILIOPOULOS
Despite the fact that the dry bulk SnP market saw an admittedly busy summer season, there is a noticeable slowdown in activity during the past thre ...
|
|
|
Showing 1606 to 1610 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Electricity Authority, New Zealand
- Orica Australia Pty. Ltd.
- VISA Power Limited - India
- GAC Shipping (India) Pvt Ltd
- The State Trading Corporation of India Ltd
- Altura Mining Limited, Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ministry of Transport, Egypt
- Holcim Trading Pte Ltd - Singapore
- Baramulti Group, Indonesia
- The University of Queensland
- Kalimantan Lumbung Energi - Indonesia
- Binh Thuan Hamico - Vietnam
- Parliament of New Zealand
- Vedanta Resources Plc - India
- Kumho Petrochemical, South Korea
- Bahari Cakrawala Sebuku - Indonesia
- Central Electricity Authority - India
- Ceylon Electricity Board - Sri Lanka
- Kapuas Tunggal Persada - Indonesia
- Economic Council, Georgia
- Ind-Barath Power Infra Limited - India
- European Bulk Services B.V. - Netherlands
- Bhushan Steel Limited - India
- San Jose City I Power Corp, Philippines
- Interocean Group of Companies - India
- Merrill Lynch Commodities Europe
- Planning Commission, India
- Indian Oil Corporation Limited
- Mintek Dendrill Indonesia
- Leighton Contractors Pty Ltd - Australia
- Thai Mozambique Logistica
- Rashtriya Ispat Nigam Limited - India
- Sarangani Energy Corporation, Philippines
- Indika Energy - Indonesia
- Parry Sugars Refinery, India
- Madhucon Powers Ltd - India
- Indo Tambangraya Megah - Indonesia
- Global Green Power PLC Corporation, Philippines
- South Luzon Thermal Energy Corporation
- Trasteel International SA, Italy
- Edison Trading Spa - Italy
- Manunggal Multi Energi - Indonesia
- Xindia Steels Limited - India
- Orica Mining Services - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Wood Mackenzie - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- GN Power Mariveles Coal Plant, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kepco SPC Power Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Global Business Power Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Eastern Energy - Thailand
- Karbindo Abesyapradhi - Indoneisa
- Globalindo Alam Lestari - Indonesia
- Semirara Mining and Power Corporation, Philippines
- London Commodity Brokers - England
- Tata Chemicals Ltd - India
- Videocon Industries ltd - India
- Chettinad Cement Corporation Ltd - India
- Borneo Indobara - Indonesia
- CNBM International Corporation - China
- Central Java Power - Indonesia
- Intertek Mineral Services - Indonesia
- Indogreen Group - Indonesia
- Australian Commodity Traders Exchange
- Heidelberg Cement - Germany
- Siam City Cement - Thailand
- Petrochimia International Co. Ltd.- Taiwan
- Essar Steel Hazira Ltd - India
- Toyota Tsusho Corporation, Japan
- Vizag Seaport Private Limited - India
- GVK Power & Infra Limited - India
- Standard Chartered Bank - UAE
- Directorate Of Revenue Intelligence - India
- ICICI Bank Limited - India
- Carbofer General Trading SA - India
- Global Coal Blending Company Limited - Australia
- Gujarat Electricity Regulatory Commission - India
- Latin American Coal - Colombia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Maheswari Brothers Coal Limited - India
- Larsen & Toubro Limited - India
- Therma Luzon, Inc, Philippines
- Ministry of Mines - Canada
- Sojitz Corporation - Japan
- Sinarmas Energy and Mining - Indonesia
- IEA Clean Coal Centre - UK
- Coal and Oil Company - UAE
- Kartika Selabumi Mining - Indonesia
- ASAPP Information Group - India
- Marubeni Corporation - India
- LBH Netherlands Bv - Netherlands
- Power Finance Corporation Ltd., India
- Bharathi Cement Corporation - India
- Kohat Cement Company Ltd. - Pakistan
- Asia Pacific Energy Resources Ventures Inc, Philippines
- India Bulls Power Limited - India
- OPG Power Generation Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- CIMB Investment Bank - Malaysia
- PowerSource Philippines DevCo
- Malabar Cements Ltd - India
- Minerals Council of Australia
- PNOC Exploration Corporation - Philippines
- SMC Global Power, Philippines
- Anglo American - United Kingdom
- Gujarat Mineral Development Corp Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Wilmar Investment Holdings
- Neyveli Lignite Corporation Ltd, - India
- Energy Development Corp, Philippines
- Krishnapatnam Port Company Ltd. - India
- Bangladesh Power Developement Board
- Makarim & Taira - Indonesia
- Indian Energy Exchange, India
- Banpu Public Company Limited - Thailand
- AsiaOL BioFuels Corp., Philippines
- Sical Logistics Limited - India
- Pendopo Energi Batubara - Indonesia
- Indonesian Coal Mining Association
- Samtan Co., Ltd - South Korea
- Kobexindo Tractors - Indoneisa
- Directorate General of MIneral and Coal - Indonesia
- Thiess Contractors Indonesia
- Star Paper Mills Limited - India
- Formosa Plastics Group - Taiwan
- Sree Jayajothi Cements Limited - India
- Agrawal Coal Company - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kideco Jaya Agung - Indonesia
- Chamber of Mines of South Africa
- Mercuria Energy - Indonesia
- Semirara Mining Corp, Philippines
- Meralco Power Generation, Philippines
- SMG Consultants - Indonesia
- New Zealand Coal & Carbon
- Mercator Lines Limited - India
- Sindya Power Generating Company Private Ltd
- Billiton Holdings Pty Ltd - Australia
- Aditya Birla Group - India
- PTC India Limited - India
- Aboitiz Power Corporation - Philippines
- Goldman Sachs - Singapore
- Bhatia International Limited - India
- McConnell Dowell - Australia
- Georgia Ports Authority, United States
- Coastal Gujarat Power Limited - India
- Mjunction Services Limited - India
- Bukit Baiduri Energy - Indonesia
- IHS Mccloskey Coal Group - USA
- Jorong Barutama Greston.PT - Indonesia
- Bulk Trading Sa - Switzerland
- Africa Commodities Group - South Africa
- Ministry of Finance - Indonesia
- Port Waratah Coal Services - Australia
- Singapore Mercantile Exchange
- International Coal Ventures Pvt Ltd - India
- Uttam Galva Steels Limited - India
- Commonwealth Bank - Australia
- Deloitte Consulting - India
- Straits Asia Resources Limited - Singapore
- Posco Energy - South Korea
- Renaissance Capital - South Africa
- Metalloyd Limited - United Kingdom
- PetroVietnam Power Coal Import and Supply Company
- Timah Investasi Mineral - Indoneisa
- Antam Resourcindo - Indonesia
- Attock Cement Pakistan Limited
- Pipit Mutiara Jaya. PT, Indonesia
- Dalmia Cement Bharat India
- Oldendorff Carriers - Singapore
- Bhoruka Overseas - Indonesia
- Bayan Resources Tbk. - Indonesia
- Medco Energi Mining Internasional
- Ambuja Cements Ltd - India
- Electricity Generating Authority of Thailand
- Jindal Steel & Power Ltd - India
- Simpson Spence & Young - Indonesia
- Cigading International Bulk Terminal - Indonesia
- TeaM Sual Corporation - Philippines
- Lanco Infratech Ltd - India
- White Energy Company Limited
- Riau Bara Harum - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Kaltim Prima Coal - Indonesia
- Meenaskhi Energy Private Limited - India
- Sakthi Sugars Limited - India
- Independent Power Producers Association of India
- Grasim Industreis Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Bukit Makmur.PT - Indonesia
- Karaikal Port Pvt Ltd - India
- Australian Coal Association
- Jaiprakash Power Ventures ltd
- MS Steel International - UAE
- The Treasury - Australian Government
- Alfred C Toepfer International GmbH - Germany
- Salva Resources Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Tamil Nadu electricity Board
- Cement Manufacturers Association - India
- Romanian Commodities Exchange
- Price Waterhouse Coopers - Russia
- Petron Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Iligan Light & Power Inc, Philippines
- GMR Energy Limited - India
- Energy Link Ltd, New Zealand
- Gujarat Sidhee Cement - India
- Coalindo Energy - Indonesia
- Rio Tinto Coal - Australia
- Eastern Coal Council - USA
- Vijayanagar Sugar Pvt Ltd - India
|
| |
| |
|
