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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, 28 August 18
COURT CONCLUDES DELIVERY MADE IN ACCORDANCE WITH TERMS OF LOIS - INCE&CO
Glencore Agriculture BV v Navig8 Chemicals Pool Inc (Songa Winds) [2018] EWCA 1901 (Civ)
In this case, the Commercial Court fo ...
Tuesday, 28 August 18
SUPRAMAX: A COAL TRIP VIA INDONESIA PAID $13,500 ON A 56,000DWT TO WC INDIA - BALTIC BRIEFING
Capesize
The Singapore holiday mid-week disrupted trading and unsettled the market, with owners losing some resilience. The market took on a la ...
Friday, 24 August 18
KOREAN RESTRICTIONS ON COAL SULPHUR IMPACTING HUNTER EXPORTS - THE HERALD
WARNINGS that Korean restrictions on sulphur levels in coal could hurt the Hunter industry appear to have been accurate, according to a report in t ...
Thursday, 23 August 18
RUSSIA'S MECHEL PRODUCED 9.69 MMT OF RUN-OF-MINE COAL IN 1H'2018
Mechel PAO, one of the leading Russian mining and metals companies, announces 1H2018 operational results.
Mechel PAO’s Chief E ...
Thursday, 23 August 18
SUPRAMAX: SOME FRESH COAL CARGOES APPEARED IN SE ASIA, GIVING A BIT PRESSURE ON RATES FOR END AUGUST SHIPMENTS - FEARNLEYS
Capesize
Slightly softer but generally very healthy for the big ships, with limited supply of early tonnage and positive Brazilian ore export v ...
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Showing 1636 to 1640 news of total 6871 |
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- Iligan Light & Power Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- Oldendorff Carriers - Singapore
- Barasentosa Lestari - Indonesia
- Meenaskhi Energy Private Limited - India
- Chettinad Cement Corporation Ltd - India
- Petron Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Altura Mining Limited, Indonesia
- Marubeni Corporation - India
- Port Waratah Coal Services - Australia
- Carbofer General Trading SA - India
- CNBM International Corporation - China
- Essar Steel Hazira Ltd - India
- Interocean Group of Companies - India
- Borneo Indobara - Indonesia
- Cement Manufacturers Association - India
- PetroVietnam Power Coal Import and Supply Company
- Karaikal Port Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- LBH Netherlands Bv - Netherlands
- Orica Australia Pty. Ltd.
- Kapuas Tunggal Persada - Indonesia
- San Jose City I Power Corp, Philippines
- Australian Commodity Traders Exchange
- Global Business Power Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- Karbindo Abesyapradhi - Indoneisa
- Indian Oil Corporation Limited
- Makarim & Taira - Indonesia
- Jaiprakash Power Ventures ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- London Commodity Brokers - England
- International Coal Ventures Pvt Ltd - India
- Uttam Galva Steels Limited - India
- The Treasury - Australian Government
- PowerSource Philippines DevCo
- Maharashtra Electricity Regulatory Commission - India
- Mintek Dendrill Indonesia
- Central Electricity Authority - India
- Wilmar Investment Holdings
- PTC India Limited - India
- Merrill Lynch Commodities Europe
- MS Steel International - UAE
- Medco Energi Mining Internasional
- Mjunction Services Limited - India
- SMG Consultants - Indonesia
- Indogreen Group - Indonesia
- GAC Shipping (India) Pvt Ltd
- GN Power Mariveles Coal Plant, Philippines
- Posco Energy - South Korea
- Alfred C Toepfer International GmbH - Germany
- Binh Thuan Hamico - Vietnam
- Petrochimia International Co. Ltd.- Taiwan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Orica Mining Services - Indonesia
- SN Aboitiz Power Inc, Philippines
- Sinarmas Energy and Mining - Indonesia
- Manunggal Multi Energi - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Grasim Industreis Ltd - India
- Bhushan Steel Limited - India
- IEA Clean Coal Centre - UK
- Leighton Contractors Pty Ltd - Australia
- Singapore Mercantile Exchange
- Economic Council, Georgia
- South Luzon Thermal Energy Corporation
- Therma Luzon, Inc, Philippines
- Georgia Ports Authority, United States
- Toyota Tsusho Corporation, Japan
- Edison Trading Spa - Italy
- Ministry of Finance - Indonesia
- New Zealand Coal & Carbon
- Samtan Co., Ltd - South Korea
- Kartika Selabumi Mining - Indonesia
- Jindal Steel & Power Ltd - India
- Sree Jayajothi Cements Limited - India
- Holcim Trading Pte Ltd - Singapore
- Vizag Seaport Private Limited - India
- SMC Global Power, Philippines
- Kobexindo Tractors - Indoneisa
- Ceylon Electricity Board - Sri Lanka
- Standard Chartered Bank - UAE
- Madhucon Powers Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sical Logistics Limited - India
- Independent Power Producers Association of India
- Electricity Generating Authority of Thailand
- Eastern Energy - Thailand
- Kepco SPC Power Corporation, Philippines
- Aditya Birla Group - India
- OPG Power Generation Pvt Ltd - India
- Coalindo Energy - Indonesia
- Wood Mackenzie - Singapore
- Semirara Mining and Power Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Africa Commodities Group - South Africa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Xindia Steels Limited - India
- Malabar Cements Ltd - India
- Ambuja Cements Ltd - India
- VISA Power Limited - India
- Timah Investasi Mineral - Indoneisa
- Sarangani Energy Corporation, Philippines
- Metalloyd Limited - United Kingdom
- The University of Queensland
- Vedanta Resources Plc - India
- Siam City Cement PLC, Thailand
- Formosa Plastics Group - Taiwan
- Bukit Baiduri Energy - Indonesia
- ICICI Bank Limited - India
- Baramulti Group, Indonesia
- Krishnapatnam Port Company Ltd. - India
- Indika Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Lanco Infratech Ltd - India
- Bukit Makmur.PT - Indonesia
- Globalindo Alam Lestari - Indonesia
- Planning Commission, India
- GVK Power & Infra Limited - India
- Intertek Mineral Services - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- McConnell Dowell - Australia
- Eastern Coal Council - USA
- Parliament of New Zealand
- Global Coal Blending Company Limited - Australia
- Deloitte Consulting - India
- Anglo American - United Kingdom
- Indonesian Coal Mining Association
- Directorate General of MIneral and Coal - Indonesia
- Kumho Petrochemical, South Korea
- Coal and Oil Company - UAE
- Romanian Commodities Exchange
- Bahari Cakrawala Sebuku - Indonesia
- Ind-Barath Power Infra Limited - India
- Miang Besar Coal Terminal - Indonesia
- Indian Energy Exchange, India
- White Energy Company Limited
- Gujarat Electricity Regulatory Commission - India
- Riau Bara Harum - Indonesia
- Bangladesh Power Developement Board
- Rio Tinto Coal - Australia
- Simpson Spence & Young - Indonesia
- Coastal Gujarat Power Limited - India
- Price Waterhouse Coopers - Russia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bhatia International Limited - India
- ASAPP Information Group - India
- Aboitiz Power Corporation - Philippines
- Latin American Coal - Colombia
- Meralco Power Generation, Philippines
- CIMB Investment Bank - Malaysia
- Bulk Trading Sa - Switzerland
- Parry Sugars Refinery, India
- Gujarat Mineral Development Corp Ltd - India
- Maheswari Brothers Coal Limited - India
- Larsen & Toubro Limited - India
- Electricity Authority, New Zealand
- Australian Coal Association
- Siam City Cement - Thailand
- India Bulls Power Limited - India
- The State Trading Corporation of India Ltd
- Global Green Power PLC Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Mercuria Energy - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Minerals Council of Australia
- Vijayanagar Sugar Pvt Ltd - India
- Ministry of Transport, Egypt
- Banpu Public Company Limited - Thailand
- Energy Link Ltd, New Zealand
- Bayan Resources Tbk. - Indonesia
- Sakthi Sugars Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Gujarat Sidhee Cement - India
- Kideco Jaya Agung - Indonesia
- Directorate Of Revenue Intelligence - India
- IHS Mccloskey Coal Group - USA
- Kaltim Prima Coal - Indonesia
- Salva Resources Pvt Ltd - India
- Star Paper Mills Limited - India
- Tata Chemicals Ltd - India
- Indo Tambangraya Megah - Indonesia
- Commonwealth Bank - Australia
- Bharathi Cement Corporation - India
- Neyveli Lignite Corporation Ltd, - India
- Ministry of Mines - Canada
- GMR Energy Limited - India
- Dalmia Cement Bharat India
- Renaissance Capital - South Africa
- Bhoruka Overseas - Indonesia
- Goldman Sachs - Singapore
- Semirara Mining Corp, Philippines
- Pendopo Energi Batubara - Indonesia
- Energy Development Corp, Philippines
- Rashtriya Ispat Nigam Limited - India
- Mercator Lines Limited - India
- PNOC Exploration Corporation - Philippines
- Savvy Resources Ltd - HongKong
- Asmin Koalindo Tuhup - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- TeaM Sual Corporation - Philippines
- Heidelberg Cement - Germany
- Thiess Contractors Indonesia
- Power Finance Corporation Ltd., India
- Agrawal Coal Company - India
- Thai Mozambique Logistica
- Antam Resourcindo - Indonesia
- Chamber of Mines of South Africa
- Kalimantan Lumbung Energi - Indonesia
- Attock Cement Pakistan Limited
- Trasteel International SA, Italy
- Central Java Power - Indonesia
- Videocon Industries ltd - India
- Tamil Nadu electricity Board
- Sojitz Corporation - Japan
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