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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, 16 August 18
COAL PRODUCTION AT 37.11 PERCENT OF FULL-YEAR TARGET - THE JAKARTA POST
Indonesian coal production was recorded at 180 million tons on Wednesday, or 37.11 percent of the government’s 485 million target this year.
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Thursday, 16 August 18
OIL MARKET HIGHLIGHTS - OPEC
Crude Oil Price Movements
In July, the OPEC Reference Basket increased marginally by 5¢ m-o-m to settle at $73.27/b. Oil futures saw mixed ...
Tuesday, 14 August 18
THE CAPESIZE MARKET HAS SHOWN A TREMENDOUS COURSE DURING THE PAST 12 MONTHS - THOMAS CHASAPIS
The Capesize market has shown a tremendous course during the past 12 months, having quickly climbed out of the “hole that it had found itself ...
Monday, 13 August 18
A 50,200 DWT FIXED DELIVERY SINGAPORE TRIP VIA INDONESIA REDELIVERY CHINA IN THE LOW $10,000S - THE BALTIC BRIEFING
Capesize
Expectations of a further push in the market were largely unfulfilled last week as rates come under pressure in Asia as the North Atla ...
Friday, 10 August 18
U.S. COAL PRODUCTION TO DECLINE BY 1.8% IN 2019 BECAUSE COAL EXPORTS AND COAL CONSUMPTION ARE BOTH FORECAST TO DECREASE - EIA
EIA forecasts U.S. coal production will decline by 1.1% to 766 million short tons (MMst) in 2018 despite a 5.7% (6 MMst) increase in coal exports.
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Showing 1646 to 1650 news of total 6871 |
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- SMG Consultants - Indonesia
- Ind-Barath Power Infra Limited - India
- European Bulk Services B.V. - Netherlands
- Manunggal Multi Energi - Indonesia
- Attock Cement Pakistan Limited
- Energy Link Ltd, New Zealand
- Standard Chartered Bank - UAE
- Karbindo Abesyapradhi - Indoneisa
- Energy Development Corp, Philippines
- Bharathi Cement Corporation - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Neyveli Lignite Corporation Ltd, - India
- White Energy Company Limited
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Australian Coal Association
- Savvy Resources Ltd - HongKong
- Merrill Lynch Commodities Europe
- Tata Chemicals Ltd - India
- Marubeni Corporation - India
- Ministry of Finance - Indonesia
- Wilmar Investment Holdings
- Coastal Gujarat Power Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Interocean Group of Companies - India
- GAC Shipping (India) Pvt Ltd
- Madhucon Powers Ltd - India
- Ministry of Transport, Egypt
- TeaM Sual Corporation - Philippines
- Salva Resources Pvt Ltd - India
- Videocon Industries ltd - India
- Banpu Public Company Limited - Thailand
- Agrawal Coal Company - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Meralco Power Generation, Philippines
- Carbofer General Trading SA - India
- Indogreen Group - Indonesia
- Jindal Steel & Power Ltd - India
- VISA Power Limited - India
- Indian Oil Corporation Limited
- Pipit Mutiara Jaya. PT, Indonesia
- Bangladesh Power Developement Board
- Bayan Resources Tbk. - Indonesia
- Kaltim Prima Coal - Indonesia
- Semirara Mining Corp, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Globalindo Alam Lestari - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Formosa Plastics Group - Taiwan
- Coalindo Energy - Indonesia
- Kideco Jaya Agung - Indonesia
- South Luzon Thermal Energy Corporation
- Metalloyd Limited - United Kingdom
- Ministry of Mines - Canada
- Straits Asia Resources Limited - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- PTC India Limited - India
- Mercator Lines Limited - India
- McConnell Dowell - Australia
- Indonesian Coal Mining Association
- Commonwealth Bank - Australia
- Electricity Generating Authority of Thailand
- Economic Council, Georgia
- Bhatia International Limited - India
- SMC Global Power, Philippines
- Ceylon Electricity Board - Sri Lanka
- Global Coal Blending Company Limited - Australia
- Bhoruka Overseas - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Essar Steel Hazira Ltd - India
- Kartika Selabumi Mining - Indonesia
- ICICI Bank Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Deloitte Consulting - India
- PNOC Exploration Corporation - Philippines
- Iligan Light & Power Inc, Philippines
- SN Aboitiz Power Inc, Philippines
- Alfred C Toepfer International GmbH - Germany
- Vizag Seaport Private Limited - India
- Indo Tambangraya Megah - Indonesia
- MS Steel International - UAE
- Renaissance Capital - South Africa
- India Bulls Power Limited - India
- OPG Power Generation Pvt Ltd - India
- Ambuja Cements Ltd - India
- Central Java Power - Indonesia
- Mintek Dendrill Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Vedanta Resources Plc - India
- Aboitiz Power Corporation - Philippines
- PowerSource Philippines DevCo
- Latin American Coal - Colombia
- GN Power Mariveles Coal Plant, Philippines
- Edison Trading Spa - Italy
- Bukit Makmur.PT - Indonesia
- Wood Mackenzie - Singapore
- Electricity Authority, New Zealand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Barasentosa Lestari - Indonesia
- New Zealand Coal & Carbon
- Altura Mining Limited, Indonesia
- Parliament of New Zealand
- San Jose City I Power Corp, Philippines
- Posco Energy - South Korea
- Parry Sugars Refinery, India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Malabar Cements Ltd - India
- Borneo Indobara - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Kobexindo Tractors - Indoneisa
- Mercuria Energy - Indonesia
- Orica Mining Services - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- The State Trading Corporation of India Ltd
- GVK Power & Infra Limited - India
- Indika Energy - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Bulk Trading Sa - Switzerland
- Cement Manufacturers Association - India
- London Commodity Brokers - England
- Thai Mozambique Logistica
- Rashtriya Ispat Nigam Limited - India
- Star Paper Mills Limited - India
- Jaiprakash Power Ventures ltd
- Tamil Nadu electricity Board
- Global Business Power Corporation, Philippines
- CNBM International Corporation - China
- Bukit Baiduri Energy - Indonesia
- Dalmia Cement Bharat India
- Global Green Power PLC Corporation, Philippines
- Sakthi Sugars Limited - India
- Bhushan Steel Limited - India
- Coal and Oil Company - UAE
- Sindya Power Generating Company Private Ltd
- Thiess Contractors Indonesia
- Goldman Sachs - Singapore
- Antam Resourcindo - Indonesia
- Africa Commodities Group - South Africa
- Holcim Trading Pte Ltd - Singapore
- LBH Netherlands Bv - Netherlands
- Orica Australia Pty. Ltd.
- Uttam Galva Steels Limited - India
- Eastern Coal Council - USA
- Kepco SPC Power Corporation, Philippines
- Chamber of Mines of South Africa
- Asmin Koalindo Tuhup - Indonesia
- Directorate Of Revenue Intelligence - India
- Meenaskhi Energy Private Limited - India
- The Treasury - Australian Government
- Billiton Holdings Pty Ltd - Australia
- Timah Investasi Mineral - Indoneisa
- Simpson Spence & Young - Indonesia
- Baramulti Group, Indonesia
- Anglo American - United Kingdom
- GMR Energy Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Minerals Council of Australia
- Maharashtra Electricity Regulatory Commission - India
- Heidelberg Cement - Germany
- Port Waratah Coal Services - Australia
- Gujarat Electricity Regulatory Commission - India
- Directorate General of MIneral and Coal - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Maheswari Brothers Coal Limited - India
- Sojitz Corporation - Japan
- Power Finance Corporation Ltd., India
- Aditya Birla Group - India
- Sarangani Energy Corporation, Philippines
- Oldendorff Carriers - Singapore
- Sree Jayajothi Cements Limited - India
- Riau Bara Harum - Indonesia
- Trasteel International SA, Italy
- AsiaOL BioFuels Corp., Philippines
- Romanian Commodities Exchange
- Mjunction Services Limited - India
- IHS Mccloskey Coal Group - USA
- Larsen & Toubro Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Singapore Mercantile Exchange
- Australian Commodity Traders Exchange
- Lanco Infratech Ltd - India
- ASAPP Information Group - India
- Binh Thuan Hamico - Vietnam
- Kapuas Tunggal Persada - Indonesia
- Medco Energi Mining Internasional
- Rio Tinto Coal - Australia
- Sical Logistics Limited - India
- Planning Commission, India
- Petron Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Siam City Cement PLC, Thailand
- Central Electricity Authority - India
- Siam City Cement - Thailand
- Intertek Mineral Services - Indonesia
- Eastern Energy - Thailand
- Price Waterhouse Coopers - Russia
- Samtan Co., Ltd - South Korea
- Grasim Industreis Ltd - India
- Indian Energy Exchange, India
- Karaikal Port Pvt Ltd - India
- Gujarat Sidhee Cement - India
- The University of Queensland
- Pendopo Energi Batubara - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Toyota Tsusho Corporation, Japan
- International Coal Ventures Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Xindia Steels Limited - India
- Krishnapatnam Port Company Ltd. - India
- Makarim & Taira - Indonesia
- Georgia Ports Authority, United States
- Kumho Petrochemical, South Korea
- Independent Power Producers Association of India
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