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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, 12 September 18
MARINE BUNKERS: THE END OF THE WORLD AS WE KNOW IT - IBIA
KNOWLEDGE TO ELEVATE
The world of bunkers is heading for rapid and fundamental changes and not just because of the 0.50% sulphur cap in 2020. ...
Wednesday, 12 September 18
SHIPPING MARKET INSIGHT - THEODORE NTALAKOS
A recovery in the shipping market since last year has buoyed optimism amongst the people in the industry. Yet if you are to ask most ship-owners if ...
Monday, 10 September 18
HANDYSIZE: PERIOD ACTIVITY REMAINED LIMITED WITH A 37,000DWT REPORTEDLY FIXED FOR FOUR TO SIX MONTHS AT $10,500, OPEN IN MALAYSIA IN MID-SEPTEMBER - BALTIC BRIEFING
Capesize
Rates came under pressure for the big ships last week, despite paper values holding at reasonable levels as these trades continued to ...
Thursday, 06 September 18
INDONESIAN COAL PRICE REFERENCE FALLS FOR FIRST TIME IN 3 MONTHS
COALspot.com: The benchmark price of Indonesian thermal coal falls for first time in three months.
According to the latest min ...
Thursday, 06 September 18
SUPRAMAX: SE ASIA-INDO ROUNDS WITH COAL HAVE BEEN CONCLUDED IN THE $13000S RANGE - FEARNLEYS
Capesize
The big ships experiencing a bump in the road towards what is commonly expected to be by far the best period of this year. Average dai ...
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Showing 1626 to 1630 news of total 6871 |
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- Indogreen Group - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Eastern Coal Council - USA
- Bayan Resources Tbk. - Indonesia
- Independent Power Producers Association of India
- Timah Investasi Mineral - Indoneisa
- Gujarat Sidhee Cement - India
- Essar Steel Hazira Ltd - India
- Rio Tinto Coal - Australia
- Indian Oil Corporation Limited
- Asmin Koalindo Tuhup - Indonesia
- Kepco SPC Power Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Gujarat Electricity Regulatory Commission - India
- Heidelberg Cement - Germany
- Formosa Plastics Group - Taiwan
- GMR Energy Limited - India
- GVK Power & Infra Limited - India
- Siam City Cement - Thailand
- Agrawal Coal Company - India
- Port Waratah Coal Services - Australia
- Ministry of Mines - Canada
- Trasteel International SA, Italy
- Gujarat Mineral Development Corp Ltd - India
- Samtan Co., Ltd - South Korea
- Mercuria Energy - Indonesia
- Indian Energy Exchange, India
- LBH Netherlands Bv - Netherlands
- Minerals Council of Australia
- PowerSource Philippines DevCo
- MS Steel International - UAE
- Thai Mozambique Logistica
- Cement Manufacturers Association - India
- Bukit Baiduri Energy - Indonesia
- Antam Resourcindo - Indonesia
- Bhushan Steel Limited - India
- Grasim Industreis Ltd - India
- Indo Tambangraya Megah - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Iligan Light & Power Inc, Philippines
- Altura Mining Limited, Indonesia
- Krishnapatnam Port Company Ltd. - India
- Kumho Petrochemical, South Korea
- Siam City Cement PLC, Thailand
- Australian Coal Association
- Coal and Oil Company - UAE
- PNOC Exploration Corporation - Philippines
- CIMB Investment Bank - Malaysia
- Therma Luzon, Inc, Philippines
- Global Coal Blending Company Limited - Australia
- Ind-Barath Power Infra Limited - India
- Chettinad Cement Corporation Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Wilmar Investment Holdings
- SMG Consultants - Indonesia
- London Commodity Brokers - England
- Sree Jayajothi Cements Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Africa Commodities Group - South Africa
- Posco Energy - South Korea
- Commonwealth Bank - Australia
- Planning Commission, India
- Anglo American - United Kingdom
- Singapore Mercantile Exchange
- Bhoruka Overseas - Indonesia
- Central Electricity Authority - India
- Ceylon Electricity Board - Sri Lanka
- Coastal Gujarat Power Limited - India
- Parliament of New Zealand
- Economic Council, Georgia
- Thiess Contractors Indonesia
- The University of Queensland
- Oldendorff Carriers - Singapore
- Electricity Generating Authority of Thailand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Mjunction Services Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Borneo Indobara - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- ASAPP Information Group - India
- Makarim & Taira - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Parry Sugars Refinery, India
- Attock Cement Pakistan Limited
- Petron Corporation, Philippines
- Global Business Power Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- The Treasury - Australian Government
- Edison Trading Spa - Italy
- Power Finance Corporation Ltd., India
- Xindia Steels Limited - India
- Ministry of Transport, Egypt
- ICICI Bank Limited - India
- AsiaOL BioFuels Corp., Philippines
- Maharashtra Electricity Regulatory Commission - India
- Vijayanagar Sugar Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Billiton Holdings Pty Ltd - Australia
- Toyota Tsusho Corporation, Japan
- GAC Shipping (India) Pvt Ltd
- International Coal Ventures Pvt Ltd - India
- Sojitz Corporation - Japan
- The State Trading Corporation of India Ltd
- Dalmia Cement Bharat India
- Chamber of Mines of South Africa
- India Bulls Power Limited - India
- Wood Mackenzie - Singapore
- SMC Global Power, Philippines
- VISA Power Limited - India
- Orica Australia Pty. Ltd.
- Goldman Sachs - Singapore
- Riau Bara Harum - Indonesia
- Mercator Lines Limited - India
- Sical Logistics Limited - India
- Manunggal Multi Energi - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- New Zealand Coal & Carbon
- McConnell Dowell - Australia
- Kartika Selabumi Mining - Indonesia
- Ministry of Finance - Indonesia
- Simpson Spence & Young - Indonesia
- Vizag Seaport Private Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Renaissance Capital - South Africa
- Globalindo Alam Lestari - Indonesia
- Georgia Ports Authority, United States
- Pipit Mutiara Jaya. PT, Indonesia
- Bulk Trading Sa - Switzerland
- Standard Chartered Bank - UAE
- Baramulti Group, Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ambuja Cements Ltd - India
- Salva Resources Pvt Ltd - India
- Carbofer General Trading SA - India
- South Luzon Thermal Energy Corporation
- Jorong Barutama Greston.PT - Indonesia
- Metalloyd Limited - United Kingdom
- Eastern Energy - Thailand
- Malabar Cements Ltd - India
- Coalindo Energy - Indonesia
- Romanian Commodities Exchange
- Jindal Steel & Power Ltd - India
- PTC India Limited - India
- TeaM Sual Corporation - Philippines
- Vedanta Resources Plc - India
- White Energy Company Limited
- Aboitiz Power Corporation - Philippines
- Latin American Coal - Colombia
- Leighton Contractors Pty Ltd - Australia
- Directorate Of Revenue Intelligence - India
- Bangladesh Power Developement Board
- Sarangani Energy Corporation, Philippines
- Aditya Birla Group - India
- Maheswari Brothers Coal Limited - India
- Videocon Industries ltd - India
- Bhatia International Limited - India
- Kaltim Prima Coal - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Australian Commodity Traders Exchange
- Star Paper Mills Limited - India
- Barasentosa Lestari - Indonesia
- Kideco Jaya Agung - Indonesia
- Price Waterhouse Coopers - Russia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Central Java Power - Indonesia
- Sakthi Sugars Limited - India
- San Jose City I Power Corp, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Energy Link Ltd, New Zealand
- Karaikal Port Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- SN Aboitiz Power Inc, Philippines
- Bharathi Cement Corporation - India
- Madhucon Powers Ltd - India
- Binh Thuan Hamico - Vietnam
- Merrill Lynch Commodities Europe
- Semirara Mining and Power Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Tata Chemicals Ltd - India
- Tamil Nadu electricity Board
- Miang Besar Coal Terminal - Indonesia
- Bukit Makmur.PT - Indonesia
- Pendopo Energi Batubara - Indonesia
- Deloitte Consulting - India
- IHS Mccloskey Coal Group - USA
- Alfred C Toepfer International GmbH - Germany
- Electricity Authority, New Zealand
- Global Green Power PLC Corporation, Philippines
- Lanco Infratech Ltd - India
- Indonesian Coal Mining Association
- OPG Power Generation Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- Holcim Trading Pte Ltd - Singapore
- Kobexindo Tractors - Indoneisa
- Medco Energi Mining Internasional
- Interocean Group of Companies - India
- GN Power Mariveles Coal Plant, Philippines
- IEA Clean Coal Centre - UK
- Energy Development Corp, Philippines
- Orica Mining Services - Indonesia
- Banpu Public Company Limited - Thailand
- Uttam Galva Steels Limited - India
- Larsen & Toubro Limited - India
- Jaiprakash Power Ventures ltd
- Semirara Mining Corp, Philippines
- Meralco Power Generation, Philippines
- Indika Energy - Indonesia
- European Bulk Services B.V. - Netherlands
- Marubeni Corporation - India
- Mintek Dendrill Indonesia
- Karbindo Abesyapradhi - Indoneisa
- CNBM International Corporation - China
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