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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, 24 July 18
TANKER MARKET : IN TERMS OF TRADE, THE STEPS THAT WERE SLOWLY BEING TAKEN BY OPEC AND RUSSIA - GEORGE LAZARIDIS
Despite the fact that the tanker market still seems to be in the midst of a perfect storm, there are still strong indicators that better sailing da ...
Thursday, 19 July 18
VINACOMIN PRODUCES OVER 20 MLN TONNES OF RAW COAL FROM YEAR'S START - VNA
The Vietnam National Coal and Mineral Industries Group (Vinacomin) has produced over 20 million tonnes of raw coal and 19.3 million of clean coal f ...
Wednesday, 18 July 18
INDONESIA TO AUCTION 16 MINING SITES - JP
Indonesia will soon auction 16 mining sites as no proposal submissions have been submitted by state-owned enterprises (BUMN) and regional administr ...
Wednesday, 18 July 18
SHIPPING MARKET INSIGHT - VASILIS MOIRIS
The new regulations for Chinese flag restricting import of Tier I ships have dominated market sentiment during the past days as buyers have been tr ...
Thursday, 12 July 18
SUPRAMAX: INDO/CHINA COAL RV IS BEING FIXED AROUND USD 10500 BSS SINGAPORE - FEARNLEYS
Capesize
Cape market continue to be extremely volatile says Fearnleys in its latst weekly report.
The further noted that, last week ended wi ...
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Showing 1666 to 1670 news of total 6871 |
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- Meenaskhi Energy Private Limited - India
- Price Waterhouse Coopers - Russia
- Borneo Indobara - Indonesia
- Maheswari Brothers Coal Limited - India
- Ambuja Cements Ltd - India
- Electricity Authority, New Zealand
- Rashtriya Ispat Nigam Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Energy Development Corp, Philippines
- Indogreen Group - Indonesia
- Ministry of Mines - Canada
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Central Java Power - Indonesia
- Mercuria Energy - Indonesia
- CNBM International Corporation - China
- Siam City Cement PLC, Thailand
- Tata Chemicals Ltd - India
- OPG Power Generation Pvt Ltd - India
- ASAPP Information Group - India
- SN Aboitiz Power Inc, Philippines
- Agrawal Coal Company - India
- Star Paper Mills Limited - India
- Orica Mining Services - Indonesia
- London Commodity Brokers - England
- Pipit Mutiara Jaya. PT, Indonesia
- Asmin Koalindo Tuhup - Indonesia
- San Jose City I Power Corp, Philippines
- Samtan Co., Ltd - South Korea
- Globalindo Alam Lestari - Indonesia
- Georgia Ports Authority, United States
- Bayan Resources Tbk. - Indonesia
- Bhoruka Overseas - Indonesia
- Coal and Oil Company - UAE
- Global Green Power PLC Corporation, Philippines
- Vedanta Resources Plc - India
- International Coal Ventures Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Singapore Mercantile Exchange
- Standard Chartered Bank - UAE
- Essar Steel Hazira Ltd - India
- PNOC Exploration Corporation - Philippines
- Independent Power Producers Association of India
- VISA Power Limited - India
- Banpu Public Company Limited - Thailand
- Xindia Steels Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Alfred C Toepfer International GmbH - Germany
- Antam Resourcindo - Indonesia
- South Luzon Thermal Energy Corporation
- Parry Sugars Refinery, India
- Billiton Holdings Pty Ltd - Australia
- Indian Oil Corporation Limited
- Gujarat Sidhee Cement - India
- The University of Queensland
- LBH Netherlands Bv - Netherlands
- Anglo American - United Kingdom
- Directorate Of Revenue Intelligence - India
- Coastal Gujarat Power Limited - India
- Australian Commodity Traders Exchange
- Mercator Lines Limited - India
- Simpson Spence & Young - Indonesia
- PowerSource Philippines DevCo
- Malabar Cements Ltd - India
- Makarim & Taira - Indonesia
- Bukit Baiduri Energy - Indonesia
- New Zealand Coal & Carbon
- Kalimantan Lumbung Energi - Indonesia
- Vizag Seaport Private Limited - India
- Posco Energy - South Korea
- Semirara Mining Corp, Philippines
- Petron Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- Mintek Dendrill Indonesia
- Ind-Barath Power Infra Limited - India
- Bhatia International Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Meralco Power Generation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Chettinad Cement Corporation Ltd - India
- Sree Jayajothi Cements Limited - India
- Thiess Contractors Indonesia
- Timah Investasi Mineral - Indoneisa
- Bahari Cakrawala Sebuku - Indonesia
- Medco Energi Mining Internasional
- Savvy Resources Ltd - HongKong
- IEA Clean Coal Centre - UK
- Metalloyd Limited - United Kingdom
- Tamil Nadu electricity Board
- Aditya Birla Group - India
- Riau Bara Harum - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Marubeni Corporation - India
- Karbindo Abesyapradhi - Indoneisa
- Romanian Commodities Exchange
- Deloitte Consulting - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Africa Commodities Group - South Africa
- Karaikal Port Pvt Ltd - India
- Sical Logistics Limited - India
- The State Trading Corporation of India Ltd
- Dalmia Cement Bharat India
- White Energy Company Limited
- Oldendorff Carriers - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Cement Manufacturers Association - India
- Bharathi Cement Corporation - India
- Energy Link Ltd, New Zealand
- Aboitiz Power Corporation - Philippines
- Port Waratah Coal Services - Australia
- Lanco Infratech Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Global Business Power Corporation, Philippines
- Videocon Industries ltd - India
- India Bulls Power Limited - India
- Jindal Steel & Power Ltd - India
- Jaiprakash Power Ventures ltd
- MS Steel International - UAE
- Sinarmas Energy and Mining - Indonesia
- Carbofer General Trading SA - India
- PTC India Limited - India
- Sojitz Corporation - Japan
- Bangladesh Power Developement Board
- Economic Council, Georgia
- Holcim Trading Pte Ltd - Singapore
- Merrill Lynch Commodities Europe
- European Bulk Services B.V. - Netherlands
- Thai Mozambique Logistica
- Kumho Petrochemical, South Korea
- Intertek Mineral Services - Indonesia
- Global Coal Blending Company Limited - Australia
- Commonwealth Bank - Australia
- AsiaOL BioFuels Corp., Philippines
- Ministry of Finance - Indonesia
- SMC Global Power, Philippines
- Miang Besar Coal Terminal - Indonesia
- Pendopo Energi Batubara - Indonesia
- Bhushan Steel Limited - India
- Heidelberg Cement - Germany
- Gujarat Electricity Regulatory Commission - India
- Vijayanagar Sugar Pvt Ltd - India
- Planning Commission, India
- IHS Mccloskey Coal Group - USA
- GAC Shipping (India) Pvt Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kobexindo Tractors - Indoneisa
- Kideco Jaya Agung - Indonesia
- Renaissance Capital - South Africa
- Ministry of Transport, Egypt
- Central Electricity Authority - India
- Wood Mackenzie - Singapore
- Manunggal Multi Energi - Indonesia
- Uttam Galva Steels Limited - India
- Semirara Mining and Power Corporation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Baramulti Group, Indonesia
- Barasentosa Lestari - Indonesia
- Power Finance Corporation Ltd., India
- Minerals Council of Australia
- Leighton Contractors Pty Ltd - Australia
- Larsen & Toubro Limited - India
- Interocean Group of Companies - India
- Kaltim Prima Coal - Indonesia
- Indika Energy - Indonesia
- Latin American Coal - Colombia
- Mjunction Services Limited - India
- Eastern Energy - Thailand
- Kartika Selabumi Mining - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- GVK Power & Infra Limited - India
- Therma Luzon, Inc, Philippines
- GMR Energy Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kepco SPC Power Corporation, Philippines
- Electricity Generating Authority of Thailand
- Gujarat Mineral Development Corp Ltd - India
- Wilmar Investment Holdings
- Madhucon Powers Ltd - India
- The Treasury - Australian Government
- SMG Consultants - Indonesia
- Bulk Trading Sa - Switzerland
- Trasteel International SA, Italy
- Toyota Tsusho Corporation, Japan
- Parliament of New Zealand
- ICICI Bank Limited - India
- Sakthi Sugars Limited - India
- Formosa Plastics Group - Taiwan
- Indo Tambangraya Megah - Indonesia
- Orica Australia Pty. Ltd.
- Attock Cement Pakistan Limited
- Krishnapatnam Port Company Ltd. - India
- Coalindo Energy - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Sindya Power Generating Company Private Ltd
- Kapuas Tunggal Persada - Indonesia
- Altura Mining Limited, Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Straits Asia Resources Limited - Singapore
- CIMB Investment Bank - Malaysia
- Edison Trading Spa - Italy
- Indonesian Coal Mining Association
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indian Energy Exchange, India
- Bukit Makmur.PT - Indonesia
- Grasim Industreis Ltd - India
- Iligan Light & Power Inc, Philippines
- Binh Thuan Hamico - Vietnam
- Australian Coal Association
- TeaM Sual Corporation - Philippines
- McConnell Dowell - Australia
- Chamber of Mines of South Africa
- Eastern Coal Council - USA
- Goldman Sachs - Singapore
- Siam City Cement - Thailand
- Rio Tinto Coal - Australia
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