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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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Monday, 17 September 18
GLENCORE RETURNS TO JAPAN COAL TALKS SCUPPERED BY HIGH PRICES - BLOOMBERG
Mining giant Glencore Plc and Japanese utilities have resumed thermal coal supply negotiations, restarting talks that fell apart earlier this year ...
Monday, 17 September 18
SMALL PERCENTAGE OF THE WORLD FLEET WILL FIT SCRUBBERS - FORECASTS : METTE KRONHOLM FRAENDE
In recent months, there have been numerous reports of a strong pick-up in demand for scrubbers. On 1 January 2020, however, the number of ships fit ...
Saturday, 15 September 18
POWERING SUSTAINABLE DEVELOPMENT WITH LOW EMISSION COAL TECHNOLOGIES - WCA
In its 5th Strategic Energy Plan this year (2018), the Japanese Cabinet recognised coal as an important energy resource, necessary for the country& ...
Friday, 14 September 18
10 YEARS ON FROM LEHMAN, HOW IS SHIPPING'S "HANGOVER"? - CLARKSONS RESEARCH
On 15th September 2008, the collapse of Lehman Brothers crystallised the financial crisis and the onset the worst economic downturn for a century. ...
Thursday, 13 September 18
OPEC SEES SLOWER 2019 OIL DEMAND GROWTH, WARNS ON ECONOMY
Crude Oil Price Movements
In August, the OPEC Reference Basket declined by $1.01 m-o-m, settling at $72.26/b. Crude oil futures were also down ...
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Showing 1616 to 1620 news of total 6871 |
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- Bulk Trading Sa - Switzerland
- European Bulk Services B.V. - Netherlands
- Larsen & Toubro Limited - India
- GVK Power & Infra Limited - India
- Dalmia Cement Bharat India
- Coalindo Energy - Indonesia
- TeaM Sual Corporation - Philippines
- Eastern Energy - Thailand
- Lanco Infratech Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Indo Tambangraya Megah - Indonesia
- Timah Investasi Mineral - Indoneisa
- Banpu Public Company Limited - Thailand
- Binh Thuan Hamico - Vietnam
- Asmin Koalindo Tuhup - Indonesia
- Indonesian Coal Mining Association
- San Jose City I Power Corp, Philippines
- Commonwealth Bank - Australia
- GMR Energy Limited - India
- SMG Consultants - Indonesia
- Simpson Spence & Young - Indonesia
- Indian Oil Corporation Limited
- The State Trading Corporation of India Ltd
- Africa Commodities Group - South Africa
- Videocon Industries ltd - India
- Sical Logistics Limited - India
- Billiton Holdings Pty Ltd - Australia
- Star Paper Mills Limited - India
- Siam City Cement PLC, Thailand
- Antam Resourcindo - Indonesia
- Kapuas Tunggal Persada - Indonesia
- White Energy Company Limited
- PTC India Limited - India
- Ambuja Cements Ltd - India
- Pendopo Energi Batubara - Indonesia
- Kobexindo Tractors - Indoneisa
- The University of Queensland
- Australian Commodity Traders Exchange
- GAC Shipping (India) Pvt Ltd
- Kumho Petrochemical, South Korea
- Sojitz Corporation - Japan
- Carbofer General Trading SA - India
- Salva Resources Pvt Ltd - India
- Bukit Makmur.PT - Indonesia
- The Treasury - Australian Government
- India Bulls Power Limited - India
- Kepco SPC Power Corporation, Philippines
- Tamil Nadu electricity Board
- VISA Power Limited - India
- Heidelberg Cement - Germany
- Bharathi Cement Corporation - India
- Planning Commission, India
- Marubeni Corporation - India
- Tata Chemicals Ltd - India
- Energy Link Ltd, New Zealand
- Indika Energy - Indonesia
- Alfred C Toepfer International GmbH - Germany
- GN Power Mariveles Coal Plant, Philippines
- Agrawal Coal Company - India
- Ministry of Mines - Canada
- Economic Council, Georgia
- Mintek Dendrill Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Mjunction Services Limited - India
- Bhushan Steel Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bahari Cakrawala Sebuku - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Posco Energy - South Korea
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bhoruka Overseas - Indonesia
- Minerals Council of Australia
- Iligan Light & Power Inc, Philippines
- Jindal Steel & Power Ltd - India
- Aboitiz Power Corporation - Philippines
- ICICI Bank Limited - India
- Ind-Barath Power Infra Limited - India
- Barasentosa Lestari - Indonesia
- Aditya Birla Group - India
- Coastal Gujarat Power Limited - India
- Australian Coal Association
- Pipit Mutiara Jaya. PT, Indonesia
- Edison Trading Spa - Italy
- Sinarmas Energy and Mining - Indonesia
- Gujarat Sidhee Cement - India
- Power Finance Corporation Ltd., India
- OPG Power Generation Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Kaltim Prima Coal - Indonesia
- Karaikal Port Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Semirara Mining and Power Corporation, Philippines
- Riau Bara Harum - Indonesia
- Thiess Contractors Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Electricity Authority, New Zealand
- Rashtriya Ispat Nigam Limited - India
- Essar Steel Hazira Ltd - India
- New Zealand Coal & Carbon
- Deloitte Consulting - India
- Straits Asia Resources Limited - Singapore
- Ministry of Finance - Indonesia
- ASAPP Information Group - India
- Rio Tinto Coal - Australia
- Merrill Lynch Commodities Europe
- Semirara Mining Corp, Philippines
- Jorong Barutama Greston.PT - Indonesia
- CNBM International Corporation - China
- London Commodity Brokers - England
- SMC Global Power, Philippines
- Georgia Ports Authority, United States
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Energy Development Corp, Philippines
- Baramulti Group, Indonesia
- Sindya Power Generating Company Private Ltd
- Oldendorff Carriers - Singapore
- Parliament of New Zealand
- Altura Mining Limited, Indonesia
- Eastern Coal Council - USA
- Indian Energy Exchange, India
- Thai Mozambique Logistica
- Bukit Baiduri Energy - Indonesia
- Global Business Power Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Interocean Group of Companies - India
- Malabar Cements Ltd - India
- Port Waratah Coal Services - Australia
- IHS Mccloskey Coal Group - USA
- Globalindo Alam Lestari - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Sree Jayajothi Cements Limited - India
- Orica Australia Pty. Ltd.
- Intertek Mineral Services - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Indogreen Group - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Romanian Commodities Exchange
- Parry Sugars Refinery, India
- Mercuria Energy - Indonesia
- Central Electricity Authority - India
- Savvy Resources Ltd - HongKong
- Jaiprakash Power Ventures ltd
- Leighton Contractors Pty Ltd - Australia
- Coal and Oil Company - UAE
- McConnell Dowell - Australia
- Formosa Plastics Group - Taiwan
- Orica Mining Services - Indonesia
- CIMB Investment Bank - Malaysia
- MS Steel International - UAE
- Anglo American - United Kingdom
- Directorate General of MIneral and Coal - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Cigading International Bulk Terminal - Indonesia
- Kartika Selabumi Mining - Indonesia
- SN Aboitiz Power Inc, Philippines
- Therma Luzon, Inc, Philippines
- Grasim Industreis Ltd - India
- Maheswari Brothers Coal Limited - India
- Standard Chartered Bank - UAE
- Meenaskhi Energy Private Limited - India
- Singapore Mercantile Exchange
- Meralco Power Generation, Philippines
- Makarim & Taira - Indonesia
- Chamber of Mines of South Africa
- Trasteel International SA, Italy
- Kohat Cement Company Ltd. - Pakistan
- Manunggal Multi Energi - Indonesia
- Vedanta Resources Plc - India
- Borneo Indobara - Indonesia
- Wilmar Investment Holdings
- South Luzon Thermal Energy Corporation
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- PNOC Exploration Corporation - Philippines
- Sakthi Sugars Limited - India
- Petron Corporation, Philippines
- Bhatia International Limited - India
- PowerSource Philippines DevCo
- Madhucon Powers Ltd - India
- Siam City Cement - Thailand
- Cement Manufacturers Association - India
- Samtan Co., Ltd - South Korea
- Xindia Steels Limited - India
- Attock Cement Pakistan Limited
- Ceylon Electricity Board - Sri Lanka
- Bayan Resources Tbk. - Indonesia
- Bangladesh Power Developement Board
- Ministry of Transport, Egypt
- Toyota Tsusho Corporation, Japan
- Gujarat Electricity Regulatory Commission - India
- Independent Power Producers Association of India
- Mercator Lines Limited - India
- Vizag Seaport Private Limited - India
- Global Green Power PLC Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- Goldman Sachs - Singapore
- LBH Netherlands Bv - Netherlands
- Gujarat Mineral Development Corp Ltd - India
- IEA Clean Coal Centre - UK
- Kideco Jaya Agung - Indonesia
- Renaissance Capital - South Africa
- AsiaOL BioFuels Corp., Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Uttam Galva Steels Limited - India
- Latin American Coal - Colombia
- Sarangani Energy Corporation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Chettinad Cement Corporation Ltd - India
- Metalloyd Limited - United Kingdom
- International Coal Ventures Pvt Ltd - India
- Wood Mackenzie - Singapore
- Krishnapatnam Port Company Ltd. - India
- Medco Energi Mining Internasional
- Central Java Power - Indonesia
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