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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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Thursday, 13 September 18
SUPRAMAX: INDO-INDIA COAL RUN WAS FIXED CLOSE TO $16000 ON ULTRA - FEARNLEYS
Capesize
Rates took a further drop in the beginning of the week, to later find a floor around mid-week reaching mid USD 7 level for c5 and just ...
Thursday, 13 September 18
SHIPPING IS INCREASINGLY CAUGHT IN THE TRADE WAR LINE OF CROSSFIRE - PETER SAND
Once again, the already long list of tariffed goods has been made even longer. Many more commodities were hit on 23 August, but September is likely ...
Wednesday, 12 September 18
THE INTERRELATIONSHIP BETWEEN LETTERS OF INDEMNITY AND CHARTERPARTY "TIME BAR" PROVISIONS - STANDARD CLUB
KNOWLEDGE TO ELEVATE
Introduction
A recent English Court of Appeal decision provides important guidance on the applicability of charterpar ...
Wednesday, 12 September 18
IS LNG POISED FOR A NEW GROWTH CYCLE? - WOOD MACKENZIE
Gas needs to work for its long-term sustainability. But the mood music is upbeat. Just 18 months ago the LNG market was depressed, anticipating an ...
Wednesday, 12 September 18
U.S. TOTAL COAL EXPORTS TO BE 107 MMST IN 2018 AND 101 MMST IN 2019 - EIA
EIA forecasts U.S. coal production will decline by 1% to 768 million short tons (MMst) in 2018, despite a 10% (10 MMst) increase in coal exports.
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Showing 1621 to 1625 news of total 6871 |
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- PNOC Exploration Corporation - Philippines
- Therma Luzon, Inc, Philippines
- Ceylon Electricity Board - Sri Lanka
- Vijayanagar Sugar Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- Kepco SPC Power Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Karaikal Port Pvt Ltd - India
- Parry Sugars Refinery, India
- Billiton Holdings Pty Ltd - Australia
- Lanco Infratech Ltd - India
- Cement Manufacturers Association - India
- Attock Cement Pakistan Limited
- Bank of Tokyo Mitsubishi UFJ Ltd
- Videocon Industries ltd - India
- Ambuja Cements Ltd - India
- Edison Trading Spa - Italy
- Kobexindo Tractors - Indoneisa
- PTC India Limited - India
- Savvy Resources Ltd - HongKong
- Renaissance Capital - South Africa
- Sarangani Energy Corporation, Philippines
- Orica Mining Services - Indonesia
- Dalmia Cement Bharat India
- Coal and Oil Company - UAE
- Globalindo Alam Lestari - Indonesia
- Sical Logistics Limited - India
- European Bulk Services B.V. - Netherlands
- Riau Bara Harum - Indonesia
- The State Trading Corporation of India Ltd
- Iligan Light & Power Inc, Philippines
- Bukit Makmur.PT - Indonesia
- The Treasury - Australian Government
- The University of Queensland
- Timah Investasi Mineral - Indoneisa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Georgia Ports Authority, United States
- Ministry of Mines - Canada
- Orica Australia Pty. Ltd.
- Kumho Petrochemical, South Korea
- Coalindo Energy - Indonesia
- Minerals Council of Australia
- Madhucon Powers Ltd - India
- PowerSource Philippines DevCo
- Cigading International Bulk Terminal - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- Bhatia International Limited - India
- Tata Chemicals Ltd - India
- Star Paper Mills Limited - India
- Salva Resources Pvt Ltd - India
- Heidelberg Cement - Germany
- Agrawal Coal Company - India
- Antam Resourcindo - Indonesia
- Vizag Seaport Private Limited - India
- VISA Power Limited - India
- Interocean Group of Companies - India
- Bhushan Steel Limited - India
- Thiess Contractors Indonesia
- Krishnapatnam Port Company Ltd. - India
- MS Steel International - UAE
- Mercuria Energy - Indonesia
- Price Waterhouse Coopers - Russia
- Indonesian Coal Mining Association
- Asmin Koalindo Tuhup - Indonesia
- Australian Commodity Traders Exchange
- Intertek Mineral Services - Indonesia
- Rio Tinto Coal - Australia
- Baramulti Group, Indonesia
- Semirara Mining Corp, Philippines
- Binh Thuan Hamico - Vietnam
- Neyveli Lignite Corporation Ltd, - India
- Wood Mackenzie - Singapore
- Bayan Resources Tbk. - Indonesia
- Energy Link Ltd, New Zealand
- Indian Energy Exchange, India
- International Coal Ventures Pvt Ltd - India
- Deloitte Consulting - India
- Karbindo Abesyapradhi - Indoneisa
- Chamber of Mines of South Africa
- Alfred C Toepfer International GmbH - Germany
- Bhoruka Overseas - Indonesia
- Romanian Commodities Exchange
- Directorate General of MIneral and Coal - Indonesia
- Carbofer General Trading SA - India
- Maheswari Brothers Coal Limited - India
- Africa Commodities Group - South Africa
- Electricity Authority, New Zealand
- McConnell Dowell - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Manunggal Multi Energi - Indonesia
- Formosa Plastics Group - Taiwan
- TeaM Sual Corporation - Philippines
- Bangladesh Power Developement Board
- Global Green Power PLC Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Posco Energy - South Korea
- GVK Power & Infra Limited - India
- Jindal Steel & Power Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Siam City Cement PLC, Thailand
- SMG Consultants - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Central Java Power - Indonesia
- Meenaskhi Energy Private Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- LBH Netherlands Bv - Netherlands
- Medco Energi Mining Internasional
- South Luzon Thermal Energy Corporation
- Metalloyd Limited - United Kingdom
- ICICI Bank Limited - India
- Siam City Cement - Thailand
- GMR Energy Limited - India
- Indo Tambangraya Megah - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- ASAPP Information Group - India
- AsiaOL BioFuels Corp., Philippines
- Singapore Mercantile Exchange
- Toyota Tsusho Corporation, Japan
- Bukit Baiduri Energy - Indonesia
- Xindia Steels Limited - India
- Mjunction Services Limited - India
- Sakthi Sugars Limited - India
- Ministry of Finance - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Bharathi Cement Corporation - India
- IHS Mccloskey Coal Group - USA
- Mintek Dendrill Indonesia
- Kapuas Tunggal Persada - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Banpu Public Company Limited - Thailand
- Thai Mozambique Logistica
- Aditya Birla Group - India
- Marubeni Corporation - India
- Eastern Coal Council - USA
- Barasentosa Lestari - Indonesia
- Goldman Sachs - Singapore
- Independent Power Producers Association of India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Trasteel International SA, Italy
- Sojitz Corporation - Japan
- Global Business Power Corporation, Philippines
- Anglo American - United Kingdom
- Merrill Lynch Commodities Europe
- Vedanta Resources Plc - India
- Borneo Indobara - Indonesia
- Kaltim Prima Coal - Indonesia
- Indian Oil Corporation Limited
- Indogreen Group - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- GAC Shipping (India) Pvt Ltd
- Gujarat Electricity Regulatory Commission - India
- Parliament of New Zealand
- Gujarat Sidhee Cement - India
- Planning Commission, India
- Aboitiz Power Corporation - Philippines
- London Commodity Brokers - England
- SN Aboitiz Power Inc, Philippines
- Economic Council, Georgia
- Chettinad Cement Corporation Ltd - India
- San Jose City I Power Corp, Philippines
- Global Coal Blending Company Limited - Australia
- New Zealand Coal & Carbon
- Semirara Mining and Power Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- OPG Power Generation Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Rashtriya Ispat Nigam Limited - India
- Uttam Galva Steels Limited - India
- Malabar Cements Ltd - India
- Sindya Power Generating Company Private Ltd
- Eastern Energy - Thailand
- Samtan Co., Ltd - South Korea
- Makarim & Taira - Indonesia
- Indika Energy - Indonesia
- Essar Steel Hazira Ltd - India
- CNBM International Corporation - China
- Tamil Nadu electricity Board
- Jaiprakash Power Ventures ltd
- Altura Mining Limited, Indonesia
- PetroVietnam Power Coal Import and Supply Company
- White Energy Company Limited
- Wilmar Investment Holdings
- Port Waratah Coal Services - Australia
- Kartika Selabumi Mining - Indonesia
- Standard Chartered Bank - UAE
- Central Electricity Authority - India
- Electricity Generating Authority of Thailand
- TNB Fuel Sdn Bhd - Malaysia
- Leighton Contractors Pty Ltd - Australia
- Power Finance Corporation Ltd., India
- Offshore Bulk Terminal Pte Ltd, Singapore
- CIMB Investment Bank - Malaysia
- Coastal Gujarat Power Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Commonwealth Bank - Australia
- Petron Corporation, Philippines
- Energy Development Corp, Philippines
- SMC Global Power, Philippines
- Latin American Coal - Colombia
- Oldendorff Carriers - Singapore
- Ministry of Transport, Egypt
- Pendopo Energi Batubara - Indonesia
- Meralco Power Generation, Philippines
- Grasim Industreis Ltd - India
- Larsen & Toubro Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- India Bulls Power Limited - India
- Australian Coal Association
- Ind-Barath Power Infra Limited - India
- Directorate Of Revenue Intelligence - India
- Simpson Spence & Young - Indonesia
- IEA Clean Coal Centre - UK
- Mercator Lines Limited - India
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