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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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Tuesday, 25 September 18
THE INCONVENIENT TRUTH OF RISING COAL PRICES - FORBES
Coal prices are not supposed to be rising as governments tighten environmental controls but that’s precisely what is happening at the premium ...
Saturday, 22 September 18
SHIPOWNERS URGENTLY NEED A FUEL-MANAGEMENT PLAN - METTE KRONHOLM FRAENDE, BIMCO
With the majority of ship operators expected to choose low-sulphur fuel over scrubbers to comply with the new IMO sulphur cap regulation, all eyes ...
Saturday, 22 September 18
GERMANY'S MOVE TO SCRAP COAL WILL COST TAXPAYERS - BRIAN PARKIN | WILLIAM WILKES
Chancellor Angela Merkel’s plan to close Germany’s remaining coal-fired power stations will drive up subsidies for regions that mine th ...
Saturday, 22 September 18
FITCH RATINGS: WORLD GROWTH FORECAST CUT ON US-CHINA TRADE BATTLE
Protectionist US trade policies have now reached the point where they are materially affecting what remains a strong global growth outlook, with th ...
Tuesday, 18 September 18
COOLING OUTLOOK FOR COAL - KATE JONES
At a time of increasing focus on the renewables market as the world seeks to clean up its act to prevent climate change, what is the outlook like f ...
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Showing 1611 to 1615 news of total 6871 |
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- Indonesian Coal Mining Association
- Singapore Mercantile Exchange
- Agrawal Coal Company - India
- Energy Link Ltd, New Zealand
- Wilmar Investment Holdings
- Riau Bara Harum - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Carbofer General Trading SA - India
- Sakthi Sugars Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Jindal Steel & Power Ltd - India
- South Luzon Thermal Energy Corporation
- Australian Commodity Traders Exchange
- Jaiprakash Power Ventures ltd
- GN Power Mariveles Coal Plant, Philippines
- London Commodity Brokers - England
- Uttam Galva Steels Limited - India
- Indo Tambangraya Megah - Indonesia
- Barasentosa Lestari - Indonesia
- Eastern Energy - Thailand
- The State Trading Corporation of India Ltd
- GAC Shipping (India) Pvt Ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- Medco Energi Mining Internasional
- Simpson Spence & Young - Indonesia
- Maheswari Brothers Coal Limited - India
- Eastern Coal Council - USA
- Vijayanagar Sugar Pvt Ltd - India
- Mercator Lines Limited - India
- OPG Power Generation Pvt Ltd - India
- Bhatia International Limited - India
- Independent Power Producers Association of India
- Altura Mining Limited, Indonesia
- Posco Energy - South Korea
- Central Electricity Authority - India
- CIMB Investment Bank - Malaysia
- Edison Trading Spa - Italy
- Directorate General of MIneral and Coal - Indonesia
- Mjunction Services Limited - India
- Salva Resources Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Chamber of Mines of South Africa
- Siam City Cement PLC, Thailand
- Xindia Steels Limited - India
- MS Steel International - UAE
- Coalindo Energy - Indonesia
- Krishnapatnam Port Company Ltd. - India
- GVK Power & Infra Limited - India
- Star Paper Mills Limited - India
- Chettinad Cement Corporation Ltd - India
- Formosa Plastics Group - Taiwan
- Rashtriya Ispat Nigam Limited - India
- Straits Asia Resources Limited - Singapore
- Bangladesh Power Developement Board
- SMC Global Power, Philippines
- Leighton Contractors Pty Ltd - Australia
- Orica Mining Services - Indonesia
- VISA Power Limited - India
- Wood Mackenzie - Singapore
- Parry Sugars Refinery, India
- Aboitiz Power Corporation - Philippines
- Coal and Oil Company - UAE
- Bulk Trading Sa - Switzerland
- McConnell Dowell - Australia
- Kideco Jaya Agung - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Sarangani Energy Corporation, Philippines
- Semirara Mining Corp, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Deloitte Consulting - India
- Orica Australia Pty. Ltd.
- Ministry of Finance - Indonesia
- Mercuria Energy - Indonesia
- Siam City Cement - Thailand
- ICICI Bank Limited - India
- Pendopo Energi Batubara - Indonesia
- Sree Jayajothi Cements Limited - India
- LBH Netherlands Bv - Netherlands
- The Treasury - Australian Government
- Ambuja Cements Ltd - India
- Vedanta Resources Plc - India
- White Energy Company Limited
- Trasteel International SA, Italy
- Sindya Power Generating Company Private Ltd
- Romanian Commodities Exchange
- Petron Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Global Business Power Corporation, Philippines
- Parliament of New Zealand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- PTC India Limited - India
- Tata Chemicals Ltd - India
- Australian Coal Association
- Holcim Trading Pte Ltd - Singapore
- Ceylon Electricity Board - Sri Lanka
- Africa Commodities Group - South Africa
- Central Java Power - Indonesia
- Global Green Power PLC Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Bukit Makmur.PT - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- European Bulk Services B.V. - Netherlands
- Goldman Sachs - Singapore
- Timah Investasi Mineral - Indoneisa
- Aditya Birla Group - India
- IHS Mccloskey Coal Group - USA
- Georgia Ports Authority, United States
- Directorate Of Revenue Intelligence - India
- PNOC Exploration Corporation - Philippines
- The University of Queensland
- Ministry of Mines - Canada
- Thiess Contractors Indonesia
- Ministry of Transport, Egypt
- New Zealand Coal & Carbon
- Cigading International Bulk Terminal - Indonesia
- Samtan Co., Ltd - South Korea
- Latin American Coal - Colombia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indogreen Group - Indonesia
- CNBM International Corporation - China
- Tamil Nadu electricity Board
- SMG Consultants - Indonesia
- Merrill Lynch Commodities Europe
- Makarim & Taira - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Meenaskhi Energy Private Limited - India
- Bhoruka Overseas - Indonesia
- Port Waratah Coal Services - Australia
- Larsen & Toubro Limited - India
- AsiaOL BioFuels Corp., Philippines
- Globalindo Alam Lestari - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- SN Aboitiz Power Inc, Philippines
- Therma Luzon, Inc, Philippines
- Borneo Indobara - Indonesia
- Commonwealth Bank - Australia
- Standard Chartered Bank - UAE
- Indian Energy Exchange, India
- Karbindo Abesyapradhi - Indoneisa
- Gujarat Mineral Development Corp Ltd - India
- TeaM Sual Corporation - Philippines
- Sical Logistics Limited - India
- Bhushan Steel Limited - India
- Baramulti Group, Indonesia
- Dalmia Cement Bharat India
- Sojitz Corporation - Japan
- Anglo American - United Kingdom
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Rio Tinto Coal - Australia
- International Coal Ventures Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Kohat Cement Company Ltd. - Pakistan
- Maharashtra Electricity Regulatory Commission - India
- ASAPP Information Group - India
- Manunggal Multi Energi - Indonesia
- IEA Clean Coal Centre - UK
- Malabar Cements Ltd - India
- Kumho Petrochemical, South Korea
- Mintek Dendrill Indonesia
- Intertek Mineral Services - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Bharathi Cement Corporation - India
- Neyveli Lignite Corporation Ltd, - India
- Indian Oil Corporation Limited
- Vizag Seaport Private Limited - India
- Interocean Group of Companies - India
- Asmin Koalindo Tuhup - Indonesia
- Kartika Selabumi Mining - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Minerals Council of Australia
- Coastal Gujarat Power Limited - India
- GMR Energy Limited - India
- Toyota Tsusho Corporation, Japan
- Gujarat Sidhee Cement - India
- Energy Development Corp, Philippines
- Kobexindo Tractors - Indoneisa
- Antam Resourcindo - Indonesia
- Oldendorff Carriers - Singapore
- Cement Manufacturers Association - India
- Bahari Cakrawala Sebuku - Indonesia
- Bayan Resources Tbk. - Indonesia
- Renaissance Capital - South Africa
- Alfred C Toepfer International GmbH - Germany
- Indika Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- PowerSource Philippines DevCo
- San Jose City I Power Corp, Philippines
- Miang Besar Coal Terminal - Indonesia
- Grasim Industreis Ltd - India
- Attock Cement Pakistan Limited
- Karaikal Port Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- Marubeni Corporation - India
- Electricity Authority, New Zealand
- Kapuas Tunggal Persada - Indonesia
- Thai Mozambique Logistica
- Madhucon Powers Ltd - India
- Heidelberg Cement - Germany
- Banpu Public Company Limited - Thailand
- Lanco Infratech Ltd - India
- Ind-Barath Power Infra Limited - India
- Videocon Industries ltd - India
- Planning Commission, India
- Meralco Power Generation, Philippines
- Savvy Resources Ltd - HongKong
- Essar Steel Hazira Ltd - India
- Electricity Generating Authority of Thailand
- Global Coal Blending Company Limited - Australia
- India Bulls Power Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Economic Council, Georgia
- Binh Thuan Hamico - Vietnam
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- PetroVietnam Power Coal Import and Supply Company
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