We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Friday, 06 July 18
HOW FLEET SIZE, CORPORATE PROFILE AND STRATEGY ARE DECIDING FACTORS IN SELECTING AN APPROPRIATE FINANCING STRATEGY - PWC
KNOWLEDGE TO ELEVATE
The challenges that shipping companies are facing when selecting an appropriate financing strategy during the current per ...
Friday, 06 July 18
INDIA: GOVT TO RELAX CURBS ON INDIAN FIRMS CHARTERING FOREIGN SHIPS - HINDU BUSINESS LINE
The Ministry of Shipping is clearly in reform mode. On the heels of the recent relaxation of the cabotage law, which allows foreign flag vessels to ...
Friday, 06 July 18
AUSTRALIAN NEWCASTLE SPOT COAL PRICES HIT $120 FOR 1ST TIME SINCE 2012 - REUTERS
Australian thermal coal prices have broken through $120 per tonne for the first time since 2012, driven up by strong consumption in Asia and spot m ...
Thursday, 05 July 18
WHAT THE FAILED GLENCORE-TOHOKU COAL TALKS MEAN FOR THE MARKET - REUTERS
Electric utilities in Japan and other Asian countries are driving blind when it comes to coal prices after the failure of Japan’s Tohoku Elec ...
Thursday, 05 July 18
INDONESIAN COAL PRICE REFERENCE HITS 74 MONTHS HIGH OF $104.65 A TON
COALspot.com: HBA keeps rising. According to latest ministerial decree No.1892 K/30/MEM/2018 dated 2 July 2018, the Indonesian Coal Price Reference ...
|
|
|
Showing 1676 to 1680 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Therma Luzon, Inc, Philippines
- London Commodity Brokers - England
- Kobexindo Tractors - Indoneisa
- Kapuas Tunggal Persada - Indonesia
- Savvy Resources Ltd - HongKong
- Billiton Holdings Pty Ltd - Australia
- CIMB Investment Bank - Malaysia
- LBH Netherlands Bv - Netherlands
- Jindal Steel & Power Ltd - India
- Baramulti Group, Indonesia
- Altura Mining Limited, Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Wood Mackenzie - Singapore
- Sinarmas Energy and Mining - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Indian Energy Exchange, India
- Medco Energi Mining Internasional
- Independent Power Producers Association of India
- Parliament of New Zealand
- Larsen & Toubro Limited - India
- Dalmia Cement Bharat India
- Mercator Lines Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Indika Energy - Indonesia
- Antam Resourcindo - Indonesia
- Oldendorff Carriers - Singapore
- The Treasury - Australian Government
- VISA Power Limited - India
- Toyota Tsusho Corporation, Japan
- Vedanta Resources Plc - India
- Singapore Mercantile Exchange
- Directorate Of Revenue Intelligence - India
- Bulk Trading Sa - Switzerland
- White Energy Company Limited
- Ministry of Finance - Indonesia
- Malabar Cements Ltd - India
- PNOC Exploration Corporation - Philippines
- Africa Commodities Group - South Africa
- Mintek Dendrill Indonesia
- Chettinad Cement Corporation Ltd - India
- Lanco Infratech Ltd - India
- Electricity Authority, New Zealand
- Rio Tinto Coal - Australia
- Bhoruka Overseas - Indonesia
- Siam City Cement PLC, Thailand
- Barasentosa Lestari - Indonesia
- The State Trading Corporation of India Ltd
- Sakthi Sugars Limited - India
- India Bulls Power Limited - India
- Riau Bara Harum - Indonesia
- Indo Tambangraya Megah - Indonesia
- MS Steel International - UAE
- Borneo Indobara - Indonesia
- Gujarat Sidhee Cement - India
- Power Finance Corporation Ltd., India
- Mercuria Energy - Indonesia
- Energy Development Corp, Philippines
- Australian Commodity Traders Exchange
- Thiess Contractors Indonesia
- Madhucon Powers Ltd - India
- Minerals Council of Australia
- Sojitz Corporation - Japan
- Orica Australia Pty. Ltd.
- Marubeni Corporation - India
- Price Waterhouse Coopers - Russia
- Videocon Industries ltd - India
- Makarim & Taira - Indonesia
- Globalindo Alam Lestari - Indonesia
- Binh Thuan Hamico - Vietnam
- Wilmar Investment Holdings
- SN Aboitiz Power Inc, Philippines
- International Coal Ventures Pvt Ltd - India
- Romanian Commodities Exchange
- Orica Mining Services - Indonesia
- Coalindo Energy - Indonesia
- Ambuja Cements Ltd - India
- Metalloyd Limited - United Kingdom
- OPG Power Generation Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Bukit Makmur.PT - Indonesia
- PowerSource Philippines DevCo
- Cement Manufacturers Association - India
- SMC Global Power, Philippines
- Ministry of Mines - Canada
- Kartika Selabumi Mining - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Gujarat Electricity Regulatory Commission - India
- ICICI Bank Limited - India
- Krishnapatnam Port Company Ltd. - India
- Indogreen Group - Indonesia
- Salva Resources Pvt Ltd - India
- Energy Link Ltd, New Zealand
- Eastern Coal Council - USA
- Kideco Jaya Agung - Indonesia
- Sarangani Energy Corporation, Philippines
- Attock Cement Pakistan Limited
- Georgia Ports Authority, United States
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Offshore Bulk Terminal Pte Ltd, Singapore
- Banpu Public Company Limited - Thailand
- Commonwealth Bank - Australia
- Sindya Power Generating Company Private Ltd
- SMG Consultants - Indonesia
- Anglo American - United Kingdom
- Bangladesh Power Developement Board
- Carbofer General Trading SA - India
- Grasim Industreis Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Kaltim Prima Coal - Indonesia
- Semirara Mining Corp, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Karaikal Port Pvt Ltd - India
- The University of Queensland
- Edison Trading Spa - Italy
- Coastal Gujarat Power Limited - India
- Petron Corporation, Philippines
- Kepco SPC Power Corporation, Philippines
- Agrawal Coal Company - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- Ministry of Transport, Egypt
- Bayan Resources Tbk. - Indonesia
- Xindia Steels Limited - India
- Central Java Power - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Thai Mozambique Logistica
- Kumho Petrochemical, South Korea
- Trasteel International SA, Italy
- Asmin Koalindo Tuhup - Indonesia
- Samtan Co., Ltd - South Korea
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ind-Barath Power Infra Limited - India
- Renaissance Capital - South Africa
- PTC India Limited - India
- Global Green Power PLC Corporation, Philippines
- Bhatia International Limited - India
- South Luzon Thermal Energy Corporation
- Economic Council, Georgia
- Iligan Light & Power Inc, Philippines
- Rashtriya Ispat Nigam Limited - India
- Bharathi Cement Corporation - India
- IEA Clean Coal Centre - UK
- Global Business Power Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Sical Logistics Limited - India
- Timah Investasi Mineral - Indoneisa
- Vizag Seaport Private Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Simpson Spence & Young - Indonesia
- Latin American Coal - Colombia
- Coal and Oil Company - UAE
- Bukit Baiduri Energy - Indonesia
- Star Paper Mills Limited - India
- Aditya Birla Group - India
- McConnell Dowell - Australia
- Jaiprakash Power Ventures ltd
- Aboitiz Power Corporation - Philippines
- Mjunction Services Limited - India
- Heidelberg Cement - Germany
- Tamil Nadu electricity Board
- Meenaskhi Energy Private Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Uttam Galva Steels Limited - India
- Intertek Mineral Services - Indonesia
- Manunggal Multi Energi - Indonesia
- San Jose City I Power Corp, Philippines
- Maheswari Brothers Coal Limited - India
- Tata Chemicals Ltd - India
- Miang Besar Coal Terminal - Indonesia
- ASAPP Information Group - India
- Leighton Contractors Pty Ltd - Australia
- Planning Commission, India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Maharashtra Electricity Regulatory Commission - India
- European Bulk Services B.V. - Netherlands
- GMR Energy Limited - India
- Parry Sugars Refinery, India
- TNB Fuel Sdn Bhd - Malaysia
- Central Electricity Authority - India
- Bukit Asam (Persero) Tbk - Indonesia
- Deloitte Consulting - India
- Sree Jayajothi Cements Limited - India
- Ceylon Electricity Board - Sri Lanka
- New Zealand Coal & Carbon
- Goldman Sachs - Singapore
- Semirara Mining and Power Corporation, Philippines
- Chamber of Mines of South Africa
- GVK Power & Infra Limited - India
- Indonesian Coal Mining Association
- Cigading International Bulk Terminal - Indonesia
- Electricity Generating Authority of Thailand
- Merrill Lynch Commodities Europe
- Essar Steel Hazira Ltd - India
- Standard Chartered Bank - UAE
- GAC Shipping (India) Pvt Ltd
- Directorate General of MIneral and Coal - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Australian Coal Association
- Eastern Energy - Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Meralco Power Generation, Philippines
- Posco Energy - South Korea
- Neyveli Lignite Corporation Ltd, - India
- Port Waratah Coal Services - Australia
- Gujarat Mineral Development Corp Ltd - India
- Bhushan Steel Limited - India
- Global Coal Blending Company Limited - Australia
- Alfred C Toepfer International GmbH - Germany
- Siam City Cement - Thailand
- Straits Asia Resources Limited - Singapore
- PetroVietnam Power Coal Import and Supply Company
- IHS Mccloskey Coal Group - USA
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kohat Cement Company Ltd. - Pakistan
- Interocean Group of Companies - India
- Indian Oil Corporation Limited
- CNBM International Corporation - China
|
| |
| |
|
