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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, 09 August 18
RIO TINTO COMPLETES SALE OF REMAINING COAL ASSETS
Rio Tinto has completed the sale of its remaining coal assets in Queensland, Australia, for $3.95 billion.
According to a noted post ...
Wednesday, 08 August 18
CHINA DEMANDS PREMIUM IRON ORE, COAL; MINERS MIXED IMPACT - FITCH RATINGS
China’s stricter environmental regulations and structural changes in its steelmaking industry boosts ongoing demand for high-quality iron ore ...
Wednesday, 08 August 18
SHIPPING MARKET INSIGHT - CHRISTOPHER WHITTY
Singapore's shipyard business has evolved over the decades, from shipbuilding and repairs to rig building. It's now evolving again, to cate ...
Friday, 03 August 18
PHEW! ASIA, EUROPE HEATWAVE PUSHES AUSTRALIA COAL PRICES TO 6-YEAR HIGH: REUTERS
Australian thermal coal prices have hit fresh six-year highs as a heatwave across the northern hemisphere has triggered a spike in demand for coal- ...
Friday, 03 August 18
HBA HAS RISEN 28.41 PER CENT IN A YEAR TO BE AT THEIR HIGHEST LEVELS SINCE JANUARY 2012
COALspot.com: The benchmark price of Indonesian thermal coal has risen 28.41 per cent in a year to be at their highest levels since January 2012.&n ...
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Showing 1651 to 1655 news of total 6871 |
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- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Metalloyd Limited - United Kingdom
- Port Waratah Coal Services - Australia
- Rashtriya Ispat Nigam Limited - India
- IHS Mccloskey Coal Group - USA
- Chettinad Cement Corporation Ltd - India
- Eastern Coal Council - USA
- Kumho Petrochemical, South Korea
- Savvy Resources Ltd - HongKong
- PowerSource Philippines DevCo
- Kapuas Tunggal Persada - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Xindia Steels Limited - India
- Meralco Power Generation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ministry of Transport, Egypt
- CNBM International Corporation - China
- Mjunction Services Limited - India
- Romanian Commodities Exchange
- Jaiprakash Power Ventures ltd
- Energy Development Corp, Philippines
- South Luzon Thermal Energy Corporation
- Kalimantan Lumbung Energi - Indonesia
- Coal and Oil Company - UAE
- Indo Tambangraya Megah - Indonesia
- Central Java Power - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Semirara Mining Corp, Philippines
- ASAPP Information Group - India
- Bukit Baiduri Energy - Indonesia
- Renaissance Capital - South Africa
- SMC Global Power, Philippines
- Meenaskhi Energy Private Limited - India
- Singapore Mercantile Exchange
- Aboitiz Power Corporation - Philippines
- Posco Energy - South Korea
- Oldendorff Carriers - Singapore
- Baramulti Group, Indonesia
- Eastern Energy - Thailand
- Electricity Authority, New Zealand
- Iligan Light & Power Inc, Philippines
- European Bulk Services B.V. - Netherlands
- Leighton Contractors Pty Ltd - Australia
- PetroVietnam Power Coal Import and Supply Company
- Essar Steel Hazira Ltd - India
- PTC India Limited - India
- Merrill Lynch Commodities Europe
- Manunggal Multi Energi - Indonesia
- Bhushan Steel Limited - India
- Ambuja Cements Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Riau Bara Harum - Indonesia
- Mintek Dendrill Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Sarangani Energy Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Australian Commodity Traders Exchange
- Videocon Industries ltd - India
- CIMB Investment Bank - Malaysia
- Kohat Cement Company Ltd. - Pakistan
- Ministry of Mines - Canada
- Indonesian Coal Mining Association
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Deloitte Consulting - India
- Orica Australia Pty. Ltd.
- SN Aboitiz Power Inc, Philippines
- Parliament of New Zealand
- Agrawal Coal Company - India
- Siam City Cement - Thailand
- Toyota Tsusho Corporation, Japan
- Coalindo Energy - Indonesia
- Gujarat Sidhee Cement - India
- Vijayanagar Sugar Pvt Ltd - India
- ICICI Bank Limited - India
- Georgia Ports Authority, United States
- Krishnapatnam Port Company Ltd. - India
- London Commodity Brokers - England
- Ceylon Electricity Board - Sri Lanka
- TeaM Sual Corporation - Philippines
- Ind-Barath Power Infra Limited - India
- The University of Queensland
- Global Coal Blending Company Limited - Australia
- Siam City Cement PLC, Thailand
- Sakthi Sugars Limited - India
- San Jose City I Power Corp, Philippines
- Tata Chemicals Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Bhatia International Limited - India
- Bangladesh Power Developement Board
- Sree Jayajothi Cements Limited - India
- Energy Link Ltd, New Zealand
- Altura Mining Limited, Indonesia
- PNOC Exploration Corporation - Philippines
- Vedanta Resources Plc - India
- Samtan Co., Ltd - South Korea
- Bahari Cakrawala Sebuku - Indonesia
- Kaltim Prima Coal - Indonesia
- Grasim Industreis Ltd - India
- Bukit Makmur.PT - Indonesia
- Larsen & Toubro Limited - India
- Intertek Mineral Services - Indonesia
- Tamil Nadu electricity Board
- Orica Mining Services - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Salva Resources Pvt Ltd - India
- Thai Mozambique Logistica
- Bhoruka Overseas - Indonesia
- LBH Netherlands Bv - Netherlands
- TNB Fuel Sdn Bhd - Malaysia
- Globalindo Alam Lestari - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- New Zealand Coal & Carbon
- Economic Council, Georgia
- Kobexindo Tractors - Indoneisa
- Star Paper Mills Limited - India
- Indian Oil Corporation Limited
- Straits Asia Resources Limited - Singapore
- MS Steel International - UAE
- OPG Power Generation Pvt Ltd - India
- Latin American Coal - Colombia
- Billiton Holdings Pty Ltd - Australia
- Bharathi Cement Corporation - India
- Dalmia Cement Bharat India
- Wilmar Investment Holdings
- Wood Mackenzie - Singapore
- Medco Energi Mining Internasional
- Planning Commission, India
- Kepco SPC Power Corporation, Philippines
- Ministry of Finance - Indonesia
- McConnell Dowell - Australia
- SMG Consultants - Indonesia
- Banpu Public Company Limited - Thailand
- Aditya Birla Group - India
- Barasentosa Lestari - Indonesia
- Indian Energy Exchange, India
- Borneo Indobara - Indonesia
- GMR Energy Limited - India
- Lanco Infratech Ltd - India
- Central Electricity Authority - India
- Binh Thuan Hamico - Vietnam
- Bulk Trading Sa - Switzerland
- Madhucon Powers Ltd - India
- Price Waterhouse Coopers - Russia
- Petron Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Uttam Galva Steels Limited - India
- IEA Clean Coal Centre - UK
- Directorate Of Revenue Intelligence - India
- Global Green Power PLC Corporation, Philippines
- Electricity Generating Authority of Thailand
- Sojitz Corporation - Japan
- Pipit Mutiara Jaya. PT, Indonesia
- Jindal Steel & Power Ltd - India
- Minerals Council of Australia
- Parry Sugars Refinery, India
- Standard Chartered Bank - UAE
- Thiess Contractors Indonesia
- Alfred C Toepfer International GmbH - Germany
- Timah Investasi Mineral - Indoneisa
- White Energy Company Limited
- Miang Besar Coal Terminal - Indonesia
- Heidelberg Cement - Germany
- Therma Luzon, Inc, Philippines
- Edison Trading Spa - Italy
- Cement Manufacturers Association - India
- Sical Logistics Limited - India
- Marubeni Corporation - India
- Simpson Spence & Young - Indonesia
- Pendopo Energi Batubara - Indonesia
- Mercuria Energy - Indonesia
- Carbofer General Trading SA - India
- Karaikal Port Pvt Ltd - India
- International Coal Ventures Pvt Ltd - India
- GVK Power & Infra Limited - India
- Semirara Mining and Power Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kartika Selabumi Mining - Indonesia
- Anglo American - United Kingdom
- Maheswari Brothers Coal Limited - India
- Goldman Sachs - Singapore
- Rio Tinto Coal - Australia
- The Treasury - Australian Government
- Indika Energy - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Africa Commodities Group - South Africa
- Commonwealth Bank - Australia
- Chamber of Mines of South Africa
- Australian Coal Association
- Cigading International Bulk Terminal - Indonesia
- Kideco Jaya Agung - Indonesia
- Interocean Group of Companies - India
- Directorate General of MIneral and Coal - Indonesia
- Makarim & Taira - Indonesia
- Power Finance Corporation Ltd., India
- Offshore Bulk Terminal Pte Ltd, Singapore
- GAC Shipping (India) Pvt Ltd
- Independent Power Producers Association of India
- Mercator Lines Limited - India
- Vizag Seaport Private Limited - India
- Antam Resourcindo - Indonesia
- VISA Power Limited - India
- Attock Cement Pakistan Limited
- Coastal Gujarat Power Limited - India
- India Bulls Power Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Indogreen Group - Indonesia
- Global Business Power Corporation, Philippines
- Trasteel International SA, Italy
- Petrochimia International Co. Ltd.- Taiwan
- Malabar Cements Ltd - India
- Formosa Plastics Group - Taiwan
- The State Trading Corporation of India Ltd
- Sindya Power Generating Company Private Ltd
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