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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, 05 September 18
ASIAN DEMAND COULD CREATE DEFICIT IN GLOBAL LNG MARKET - FITCH RATINGS
Growing gas demand from Asia, particularly from China, could swing the liquefied natural gas (LNG) market into a deficit by 2022-2025, Fitch Rating ...
Tuesday, 04 September 18
SUPRAMAX: THE ASIAN SECTOR REMAINED ACTIVE WITH RATES STILL FIRM ESPECIALLY IN SE ASIA - BALTIC BRIEFING
Capesize
A turnaround in fortunes for the big ships, with a few slower days in the market. A build-up of tonnage and a lack of Brazil cargoes r ...
Thursday, 30 August 18
SUPRAMAX: CIS COAL TO FAR EAST WENT AT MID TENS AND TO SE ASIA AT CA USD 8000 - FEARNLEYS
Capesize
There was a slow start this week with holiday in UK on Monday. The index has been slowly coming off since then; The C5 route has seen ...
Wednesday, 29 August 18
MID-YEAR FY19 POWER OUTLOOK: IMPORTED COAL REQUIREMENT TO INCREASE DURING REMAINING FY19: IND-RA
India Ratings and Research (Ind-Ra) has maintained a stable-to-negative outlook on the Indian power sector for the remaining FY19, despite a rise i ...
Wednesday, 29 August 18
IMPACT ON CHARTERPARTIES - TIME TO ACT NOW : NORTH P&I CLUB
KNOWLEDGE TO ELEVATE
The challenges introduced by the global sulphur cap are not exclusively technical. The new limits are likely to impact co ...
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Showing 1631 to 1635 news of total 6871 |
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- Rashtriya Ispat Nigam Limited - India
- Barasentosa Lestari - Indonesia
- VISA Power Limited - India
- Mjunction Services Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Bharathi Cement Corporation - India
- Bhoruka Overseas - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- White Energy Company Limited
- Mercator Lines Limited - India
- Maheswari Brothers Coal Limited - India
- San Jose City I Power Corp, Philippines
- Grasim Industreis Ltd - India
- GAC Shipping (India) Pvt Ltd
- Ambuja Cements Ltd - India
- Tamil Nadu electricity Board
- Deloitte Consulting - India
- London Commodity Brokers - England
- Price Waterhouse Coopers - Russia
- Mintek Dendrill Indonesia
- Electricity Authority, New Zealand
- Rio Tinto Coal - Australia
- Pendopo Energi Batubara - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Indika Energy - Indonesia
- Jindal Steel & Power Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Borneo Indobara - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Latin American Coal - Colombia
- AsiaOL BioFuels Corp., Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Altura Mining Limited, Indonesia
- Indogreen Group - Indonesia
- International Coal Ventures Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- Holcim Trading Pte Ltd - Singapore
- Malabar Cements Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Agrawal Coal Company - India
- Eastern Energy - Thailand
- Trasteel International SA, Italy
- OPG Power Generation Pvt Ltd - India
- ICICI Bank Limited - India
- Orica Mining Services - Indonesia
- Georgia Ports Authority, United States
- Ministry of Mines - Canada
- Jaiprakash Power Ventures ltd
- Metalloyd Limited - United Kingdom
- Global Green Power PLC Corporation, Philippines
- Orica Australia Pty. Ltd.
- Maharashtra Electricity Regulatory Commission - India
- Parry Sugars Refinery, India
- Timah Investasi Mineral - Indoneisa
- Bhushan Steel Limited - India
- Ministry of Finance - Indonesia
- IEA Clean Coal Centre - UK
- Oldendorff Carriers - Singapore
- Kobexindo Tractors - Indoneisa
- Makarim & Taira - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Sindya Power Generating Company Private Ltd
- Coal and Oil Company - UAE
- Attock Cement Pakistan Limited
- New Zealand Coal & Carbon
- Africa Commodities Group - South Africa
- Vedanta Resources Plc - India
- Indonesian Coal Mining Association
- Karaikal Port Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Lanco Infratech Ltd - India
- Ministry of Transport, Egypt
- Bayan Resources Tbk. - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Minerals Council of Australia
- Star Paper Mills Limited - India
- GMR Energy Limited - India
- Bukit Baiduri Energy - Indonesia
- The University of Queensland
- Offshore Bulk Terminal Pte Ltd, Singapore
- Jorong Barutama Greston.PT - Indonesia
- Standard Chartered Bank - UAE
- Gujarat Electricity Regulatory Commission - India
- Globalindo Alam Lestari - Indonesia
- India Bulls Power Limited - India
- Aditya Birla Group - India
- Xindia Steels Limited - India
- SMC Global Power, Philippines
- MS Steel International - UAE
- Merrill Lynch Commodities Europe
- Kepco SPC Power Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- Marubeni Corporation - India
- SMG Consultants - Indonesia
- Anglo American - United Kingdom
- Riau Bara Harum - Indonesia
- Medco Energi Mining Internasional
- Aboitiz Power Corporation - Philippines
- Energy Development Corp, Philippines
- Heidelberg Cement - Germany
- Formosa Plastics Group - Taiwan
- Karbindo Abesyapradhi - Indoneisa
- Tata Chemicals Ltd - India
- ASAPP Information Group - India
- Romanian Commodities Exchange
- TNB Fuel Sdn Bhd - Malaysia
- Essar Steel Hazira Ltd - India
- Coalindo Energy - Indonesia
- PTC India Limited - India
- Kartika Selabumi Mining - Indonesia
- Samtan Co., Ltd - South Korea
- Sojitz Corporation - Japan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Cement Manufacturers Association - India
- Wood Mackenzie - Singapore
- Australian Commodity Traders Exchange
- Kideco Jaya Agung - Indonesia
- TeaM Sual Corporation - Philippines
- Australian Coal Association
- Straits Asia Resources Limited - Singapore
- Intertek Mineral Services - Indonesia
- Semirara Mining Corp, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bhatia International Limited - India
- Interocean Group of Companies - India
- Independent Power Producers Association of India
- Port Waratah Coal Services - Australia
- Global Coal Blending Company Limited - Australia
- Siam City Cement - Thailand
- Kohat Cement Company Ltd. - Pakistan
- Bangladesh Power Developement Board
- Larsen & Toubro Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Vizag Seaport Private Limited - India
- Indian Energy Exchange, India
- Wilmar Investment Holdings
- Global Business Power Corporation, Philippines
- Eastern Coal Council - USA
- PNOC Exploration Corporation - Philippines
- Neyveli Lignite Corporation Ltd, - India
- Thai Mozambique Logistica
- Meralco Power Generation, Philippines
- Mercuria Energy - Indonesia
- Kapuas Tunggal Persada - Indonesia
- GVK Power & Infra Limited - India
- The State Trading Corporation of India Ltd
- McConnell Dowell - Australia
- Madhucon Powers Ltd - India
- Dalmia Cement Bharat India
- Kaltim Prima Coal - Indonesia
- Goldman Sachs - Singapore
- Meenaskhi Energy Private Limited - India
- Sical Logistics Limited - India
- Singapore Mercantile Exchange
- Parliament of New Zealand
- Energy Link Ltd, New Zealand
- Therma Luzon, Inc, Philippines
- Ind-Barath Power Infra Limited - India
- CNBM International Corporation - China
- Electricity Generating Authority of Thailand
- Bulk Trading Sa - Switzerland
- Videocon Industries ltd - India
- Renaissance Capital - South Africa
- Toyota Tsusho Corporation, Japan
- Iligan Light & Power Inc, Philippines
- Binh Thuan Hamico - Vietnam
- Carbofer General Trading SA - India
- Planning Commission, India
- Commonwealth Bank - Australia
- Sarangani Energy Corporation, Philippines
- Petron Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Antam Resourcindo - Indonesia
- Central Java Power - Indonesia
- Savvy Resources Ltd - HongKong
- Sree Jayajothi Cements Limited - India
- Coastal Gujarat Power Limited - India
- Ceylon Electricity Board - Sri Lanka
- Indo Tambangraya Megah - Indonesia
- Directorate Of Revenue Intelligence - India
- European Bulk Services B.V. - Netherlands
- Vijayanagar Sugar Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- South Luzon Thermal Energy Corporation
- Chamber of Mines of South Africa
- Salva Resources Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- PetroVietnam Power Coal Import and Supply Company
- Thiess Contractors Indonesia
- Semirara Mining and Power Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- Gujarat Sidhee Cement - India
- Central Electricity Authority - India
- Leighton Contractors Pty Ltd - Australia
- The Treasury - Australian Government
- Uttam Galva Steels Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Krishnapatnam Port Company Ltd. - India
- Posco Energy - South Korea
- Power Finance Corporation Ltd., India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indian Oil Corporation Limited
- Economic Council, Georgia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Chettinad Cement Corporation Ltd - India
- Kumho Petrochemical, South Korea
- Siam City Cement PLC, Thailand
- Baramulti Group, Indonesia
- Manunggal Multi Energi - Indonesia
- Edison Trading Spa - Italy
- PowerSource Philippines DevCo
- Sakthi Sugars Limited - India
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