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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, 22 August 18
KOMIPO INVITES BIDS FOR 480K TONS OF BITUMINOUS COAL FOR BORYEONG POWER PLANT & SHIN BORYEONG POWER PLANTS
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued a tender for 480,000 mt of min. 5700 NAR coal of Australian origi ...
Wednesday, 22 August 18
SHIPPING MARKET INSIGHT - GEORGE PANAGOPOULOS
During the most quite week of the summer period we witnessed a trade war between United States and Turkey. A battle, which started with the arrest ...
Monday, 20 August 18
SUPRAMAX: OVERALL IT WAS A POSITIVE WEEK FOR THE BSI INDEX WITH GAINS MADE - THE BALTIC BRIEFING
Capesize
A week of largely unfulfilled expectations with holidays again curbing activity. Rates remained essentially healthy, but despite bad wea ...
Friday, 17 August 18
DO ARBITRATION AGREEMENTS IN BILLS OF LADING BIND THEIR HOLDERS? - WFW
KNOWLEDGE TO ELEVATE
Bills of lading are a crucial part of the security package traditionally sought by trade finance providers.
...
Friday, 17 August 18
MALAYSIA'S MANJUNG 4 - WORLD COAL ASSOCIATION
According to the IEA’s Energy Access Outlook 2017 report, nearly all of those who gained access to electricity worldwide in the last 16 years ...
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Showing 1641 to 1645 news of total 6871 |
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- Goldman Sachs - Singapore
- Medco Energi Mining Internasional
- Mercator Lines Limited - India
- McConnell Dowell - Australia
- Krishnapatnam Port Company Ltd. - India
- Mercuria Energy - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Oldendorff Carriers - Singapore
- GVK Power & Infra Limited - India
- Bhatia International Limited - India
- Carbofer General Trading SA - India
- Rashtriya Ispat Nigam Limited - India
- Merrill Lynch Commodities Europe
- Electricity Authority, New Zealand
- Coal and Oil Company - UAE
- TeaM Sual Corporation - Philippines
- Mjunction Services Limited - India
- Orica Mining Services - Indonesia
- Eastern Energy - Thailand
- Riau Bara Harum - Indonesia
- Chettinad Cement Corporation Ltd - India
- Bukit Baiduri Energy - Indonesia
- Videocon Industries ltd - India
- Jindal Steel & Power Ltd - India
- Attock Cement Pakistan Limited
- Siam City Cement - Thailand
- Bukit Makmur.PT - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Thiess Contractors Indonesia
- PNOC Exploration Corporation - Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Bayan Resources Tbk. - Indonesia
- Dalmia Cement Bharat India
- Miang Besar Coal Terminal - Indonesia
- Directorate Of Revenue Intelligence - India
- Port Waratah Coal Services - Australia
- Marubeni Corporation - India
- Ministry of Mines - Canada
- Billiton Holdings Pty Ltd - Australia
- Vizag Seaport Private Limited - India
- Ministry of Transport, Egypt
- India Bulls Power Limited - India
- Kideco Jaya Agung - Indonesia
- Formosa Plastics Group - Taiwan
- Vedanta Resources Plc - India
- Samtan Co., Ltd - South Korea
- Meralco Power Generation, Philippines
- The University of Queensland
- PetroVietnam Power Coal Import and Supply Company
- Bharathi Cement Corporation - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Aditya Birla Group - India
- Edison Trading Spa - Italy
- SMC Global Power, Philippines
- Timah Investasi Mineral - Indoneisa
- Global Green Power PLC Corporation, Philippines
- Latin American Coal - Colombia
- Petron Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Asmin Koalindo Tuhup - Indonesia
- Coalindo Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sinarmas Energy and Mining - Indonesia
- Maheswari Brothers Coal Limited - India
- South Luzon Thermal Energy Corporation
- Intertek Mineral Services - Indonesia
- London Commodity Brokers - England
- Straits Asia Resources Limited - Singapore
- MS Steel International - UAE
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Antam Resourcindo - Indonesia
- Simpson Spence & Young - Indonesia
- SN Aboitiz Power Inc, Philippines
- Wilmar Investment Holdings
- Maharashtra Electricity Regulatory Commission - India
- Tamil Nadu electricity Board
- New Zealand Coal & Carbon
- Ministry of Finance - Indonesia
- Sree Jayajothi Cements Limited - India
- Orica Australia Pty. Ltd.
- Sical Logistics Limited - India
- Manunggal Multi Energi - Indonesia
- Ambuja Cements Ltd - India
- Trasteel International SA, Italy
- Eastern Coal Council - USA
- Chamber of Mines of South Africa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Deloitte Consulting - India
- Karbindo Abesyapradhi - Indoneisa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Essar Steel Hazira Ltd - India
- Bhoruka Overseas - Indonesia
- Price Waterhouse Coopers - Russia
- Ind-Barath Power Infra Limited - India
- Madhucon Powers Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- CNBM International Corporation - China
- Independent Power Producers Association of India
- Agrawal Coal Company - India
- Sakthi Sugars Limited - India
- The State Trading Corporation of India Ltd
- Gujarat Sidhee Cement - India
- Larsen & Toubro Limited - India
- Xindia Steels Limited - India
- OPG Power Generation Pvt Ltd - India
- Interocean Group of Companies - India
- Jaiprakash Power Ventures ltd
- PowerSource Philippines DevCo
- Tata Chemicals Ltd - India
- Rio Tinto Coal - Australia
- Lanco Infratech Ltd - India
- Grasim Industreis Ltd - India
- White Energy Company Limited
- Leighton Contractors Pty Ltd - Australia
- Global Business Power Corporation, Philippines
- Power Finance Corporation Ltd., India
- Bukit Asam (Persero) Tbk - Indonesia
- Salva Resources Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Savvy Resources Ltd - HongKong
- SMG Consultants - Indonesia
- Star Paper Mills Limited - India
- Jorong Barutama Greston.PT - Indonesia
- International Coal Ventures Pvt Ltd - India
- Planning Commission, India
- Borneo Indobara - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Pendopo Energi Batubara - Indonesia
- Central Electricity Authority - India
- Bahari Cakrawala Sebuku - Indonesia
- Kaltim Prima Coal - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Parliament of New Zealand
- Baramulti Group, Indonesia
- Africa Commodities Group - South Africa
- San Jose City I Power Corp, Philippines
- Barasentosa Lestari - Indonesia
- Indonesian Coal Mining Association
- AsiaOL BioFuels Corp., Philippines
- Kobexindo Tractors - Indoneisa
- Meenaskhi Energy Private Limited - India
- Romanian Commodities Exchange
- Vijayanagar Sugar Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Therma Luzon, Inc, Philippines
- Kumho Petrochemical, South Korea
- Coastal Gujarat Power Limited - India
- The Treasury - Australian Government
- Banpu Public Company Limited - Thailand
- Holcim Trading Pte Ltd - Singapore
- Anglo American - United Kingdom
- Commonwealth Bank - Australia
- Indo Tambangraya Megah - Indonesia
- Ceylon Electricity Board - Sri Lanka
- PTC India Limited - India
- IEA Clean Coal Centre - UK
- GMR Energy Limited - India
- Australian Coal Association
- Iligan Light & Power Inc, Philippines
- Global Coal Blending Company Limited - Australia
- Malabar Cements Ltd - India
- Georgia Ports Authority, United States
- Semirara Mining Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- CIMB Investment Bank - Malaysia
- Electricity Generating Authority of Thailand
- Karaikal Port Pvt Ltd - India
- Cement Manufacturers Association - India
- Alfred C Toepfer International GmbH - Germany
- Kartika Selabumi Mining - Indonesia
- Energy Link Ltd, New Zealand
- Thai Mozambique Logistica
- LBH Netherlands Bv - Netherlands
- Australian Commodity Traders Exchange
- Binh Thuan Hamico - Vietnam
- Heidelberg Cement - Germany
- Parry Sugars Refinery, India
- Posco Energy - South Korea
- Indian Oil Corporation Limited
- Central Java Power - Indonesia
- ICICI Bank Limited - India
- Sarangani Energy Corporation, Philippines
- Economic Council, Georgia
- Bulk Trading Sa - Switzerland
- Standard Chartered Bank - UAE
- Mintek Dendrill Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Minerals Council of Australia
- Metalloyd Limited - United Kingdom
- Toyota Tsusho Corporation, Japan
- Energy Development Corp, Philippines
- Sindya Power Generating Company Private Ltd
- Semirara Mining and Power Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Indika Energy - Indonesia
- VISA Power Limited - India
- Indogreen Group - Indonesia
- Globalindo Alam Lestari - Indonesia
- Makarim & Taira - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Sojitz Corporation - Japan
- ASAPP Information Group - India
- Bangladesh Power Developement Board
- Gujarat Electricity Regulatory Commission - India
- Renaissance Capital - South Africa
- Aboitiz Power Corporation - Philippines
- Singapore Mercantile Exchange
- Kepco SPC Power Corporation, Philippines
- Indian Energy Exchange, India
- Kohat Cement Company Ltd. - Pakistan
- European Bulk Services B.V. - Netherlands
- Siam City Cement PLC, Thailand
- Uttam Galva Steels Limited - India
- Cigading International Bulk Terminal - Indonesia
- Bhushan Steel Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Wood Mackenzie - Singapore
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