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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, 10 July 18
SHIPPING MARKET ANALYSIS - GEORGE LAZARIDIS
The trade dispute saga continued over the past week, as new tariffs were put into force on Friday in both the U.S. and China and have already taken ...
Tuesday, 10 July 18
SUPPORTING SULPHUR 2020 CONSISTENT IMPLEMENTATION - IMO
An IMO working group is meeting (9-13 July) to develop guidelines to support the consistent implementation of the 0.50% limit for the sulphur conte ...
Monday, 09 July 18
RISING COAL PRICES LIFTING AUSTRALIA'S EXPORT REVENUES BUT INVESTORS STAYING AWAY - NEWCASTLE HERALD
Newcastle coal prices have risen more than 40 per cent in a year to be at their highest levels for seven years but the industry is becoming increas ...
Saturday, 07 July 18
SUPRAMAX: THE ASIAN MARKET STRUGGLED; A 57K-DWT WAS REPORTED FIXED BASIS DELIVERY SINGAPORE FOR A TRIP VIA INDONESIA REDELIVERY INDIA AT $12K
Capesize
A punchy week for the big ships that saw Atlantic rates soar, with the tonnage list tight prompting charterers to split cargoes, thoug ...
Friday, 06 July 18
COAL PRICES HAVE REMAINED STRONG BUT ARE SET TO DECLINE - NAB
Coal spot prices have been highly volatile in recent years, with an upward trend since recent lows in April 2018, National Australia Bank says in i ...
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Showing 1671 to 1675 news of total 6871 |
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- Marubeni Corporation - India
- PetroVietnam Power Coal Import and Supply Company
- TeaM Sual Corporation - Philippines
- Kepco SPC Power Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- GMR Energy Limited - India
- Miang Besar Coal Terminal - Indonesia
- Meralco Power Generation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Sree Jayajothi Cements Limited - India
- Indian Oil Corporation Limited
- Ceylon Electricity Board - Sri Lanka
- Agrawal Coal Company - India
- Straits Asia Resources Limited - Singapore
- Banpu Public Company Limited - Thailand
- CIMB Investment Bank - Malaysia
- Lanco Infratech Ltd - India
- The State Trading Corporation of India Ltd
- Carbofer General Trading SA - India
- Bukit Baiduri Energy - Indonesia
- GAC Shipping (India) Pvt Ltd
- Ind-Barath Power Infra Limited - India
- Standard Chartered Bank - UAE
- Petrochimia International Co. Ltd.- Taiwan
- Coastal Gujarat Power Limited - India
- Grasim Industreis Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Energy Link Ltd, New Zealand
- Krishnapatnam Port Company Ltd. - India
- Vizag Seaport Private Limited - India
- Savvy Resources Ltd - HongKong
- Cement Manufacturers Association - India
- Romanian Commodities Exchange
- Australian Commodity Traders Exchange
- Toyota Tsusho Corporation, Japan
- Bhushan Steel Limited - India
- Uttam Galva Steels Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Central Java Power - Indonesia
- LBH Netherlands Bv - Netherlands
- Oldendorff Carriers - Singapore
- Bhoruka Overseas - Indonesia
- Mercator Lines Limited - India
- Electricity Generating Authority of Thailand
- Antam Resourcindo - Indonesia
- Indo Tambangraya Megah - Indonesia
- Binh Thuan Hamico - Vietnam
- Indian Energy Exchange, India
- Semirara Mining Corp, Philippines
- Karbindo Abesyapradhi - Indoneisa
- AsiaOL BioFuels Corp., Philippines
- Manunggal Multi Energi - Indonesia
- ICICI Bank Limited - India
- OPG Power Generation Pvt Ltd - India
- The University of Queensland
- SMG Consultants - Indonesia
- Kartika Selabumi Mining - Indonesia
- Global Coal Blending Company Limited - Australia
- Australian Coal Association
- Baramulti Group, Indonesia
- CNBM International Corporation - China
- Bhatia International Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Jaiprakash Power Ventures ltd
- Sinarmas Energy and Mining - Indonesia
- Sakthi Sugars Limited - India
- Karaikal Port Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- ASAPP Information Group - India
- Kalimantan Lumbung Energi - Indonesia
- IHS Mccloskey Coal Group - USA
- Rashtriya Ispat Nigam Limited - India
- Kumho Petrochemical, South Korea
- Formosa Plastics Group - Taiwan
- The Treasury - Australian Government
- Orica Mining Services - Indonesia
- Mercuria Energy - Indonesia
- Mjunction Services Limited - India
- Edison Trading Spa - Italy
- Latin American Coal - Colombia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Tamil Nadu electricity Board
- Thiess Contractors Indonesia
- Samtan Co., Ltd - South Korea
- Tata Chemicals Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Bharathi Cement Corporation - India
- Directorate Of Revenue Intelligence - India
- Sojitz Corporation - Japan
- Indonesian Coal Mining Association
- Wood Mackenzie - Singapore
- Videocon Industries ltd - India
- Sindya Power Generating Company Private Ltd
- Leighton Contractors Pty Ltd - Australia
- Intertek Mineral Services - Indonesia
- Altura Mining Limited, Indonesia
- Chamber of Mines of South Africa
- Ministry of Finance - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Borneo Indobara - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Independent Power Producers Association of India
- Indogreen Group - Indonesia
- Eastern Coal Council - USA
- Bukit Makmur.PT - Indonesia
- Commonwealth Bank - Australia
- Anglo American - United Kingdom
- Timah Investasi Mineral - Indoneisa
- Larsen & Toubro Limited - India
- Jindal Steel & Power Ltd - India
- Star Paper Mills Limited - India
- London Commodity Brokers - England
- New Zealand Coal & Carbon
- Parliament of New Zealand
- Energy Development Corp, Philippines
- Meenaskhi Energy Private Limited - India
- Iligan Light & Power Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Gujarat Sidhee Cement - India
- Ministry of Transport, Egypt
- Siam City Cement PLC, Thailand
- PTC India Limited - India
- San Jose City I Power Corp, Philippines
- PowerSource Philippines DevCo
- Coal and Oil Company - UAE
- Parry Sugars Refinery, India
- Maharashtra Electricity Regulatory Commission - India
- Gujarat Mineral Development Corp Ltd - India
- Heidelberg Cement - Germany
- Simpson Spence & Young - Indonesia
- Orica Australia Pty. Ltd.
- Power Finance Corporation Ltd., India
- Planning Commission, India
- Aditya Birla Group - India
- Attock Cement Pakistan Limited
- Malabar Cements Ltd - India
- Thai Mozambique Logistica
- Deloitte Consulting - India
- Mintek Dendrill Indonesia
- Asmin Koalindo Tuhup - Indonesia
- India Bulls Power Limited - India
- Barasentosa Lestari - Indonesia
- Electricity Authority, New Zealand
- Siam City Cement - Thailand
- White Energy Company Limited
- SN Aboitiz Power Inc, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- Renaissance Capital - South Africa
- Chettinad Cement Corporation Ltd - India
- VISA Power Limited - India
- Bulk Trading Sa - Switzerland
- GVK Power & Infra Limited - India
- Goldman Sachs - Singapore
- McConnell Dowell - Australia
- SMC Global Power, Philippines
- Maheswari Brothers Coal Limited - India
- MS Steel International - UAE
- Neyveli Lignite Corporation Ltd, - India
- Central Electricity Authority - India
- Rio Tinto Coal - Australia
- Global Business Power Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Georgia Ports Authority, United States
- Makarim & Taira - Indonesia
- Xindia Steels Limited - India
- Minerals Council of Australia
- Interocean Group of Companies - India
- Riau Bara Harum - Indonesia
- Metalloyd Limited - United Kingdom
- Coalindo Energy - Indonesia
- Petron Corporation, Philippines
- Madhucon Powers Ltd - India
- Vedanta Resources Plc - India
- Africa Commodities Group - South Africa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Trasteel International SA, Italy
- Globalindo Alam Lestari - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Therma Luzon, Inc, Philippines
- PNOC Exploration Corporation - Philippines
- Cigading International Bulk Terminal - Indonesia
- Economic Council, Georgia
- Singapore Mercantile Exchange
- Wilmar Investment Holdings
- Essar Steel Hazira Ltd - India
- Holcim Trading Pte Ltd - Singapore
- South Luzon Thermal Energy Corporation
- Indika Energy - Indonesia
- Bangladesh Power Developement Board
- European Bulk Services B.V. - Netherlands
- Billiton Holdings Pty Ltd - Australia
- Medco Energi Mining Internasional
- Kohat Cement Company Ltd. - Pakistan
- Dalmia Cement Bharat India
- Ministry of Mines - Canada
- Bahari Cakrawala Sebuku - Indonesia
- Sical Logistics Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Posco Energy - South Korea
- Global Green Power PLC Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- Port Waratah Coal Services - Australia
- Eastern Energy - Thailand
- Bayan Resources Tbk. - Indonesia
- Kideco Jaya Agung - Indonesia
- Ambuja Cements Ltd - India
- Pendopo Energi Batubara - Indonesia
- IEA Clean Coal Centre - UK
- Salva Resources Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Merrill Lynch Commodities Europe
- International Coal Ventures Pvt Ltd - India
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