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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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Wednesday, 04 July 18
TANKER MARKET INSIGHT - KONSTANTINOS KONTOMICHIS
2 years tanker briefing in tanker asset prices
The tanker market is undoubtedly passing one of its’ roughest times over the la ...
Tuesday, 03 July 18
COAL, THE SECOND MAIN COMMODITY FOR CAPES, HAS BEEN SHOWING A REMARKABLE RISE IN TRADE VOLUMES IN THE YEAR SO FAR - THOMAS CHASAPIS
Having reached the mid-point in the year, it seems to be a good time to summarize the overall trends noted in the Dry Bulk sector and more specific ...
Tuesday, 03 July 18
SUPRAMAX: A 56,000-DWT WAS FIXED BASIS DELIVERY SINGAPORE TRIP VIA INDONESIA, REDELIVERY CHINA, AT $12,100 - BALTIC BRIEFING
Capesize
The market generally drifted and by mid-week dropped to what some felt was an artificially low level, only to bounce back at the end o ...
Tuesday, 03 July 18
COAL OVERTAKES IRON ORE IN GOVERNMENT FORECASTS AS AUSTRALIA'S LARGEST EXPORT FOR 2018-19 - MINERALS COUNCIL OF AUSTRALIA
Coal is forecast to be Australia’s largest export earner at $58.1 billion in 2018-19 with iron ore exports forecast to earn $57.7 billion in ...
Monday, 02 July 18
THIESS SECURES NEW QCOAL NORTHERN HUB $480M CONTRACT
Thiess has been awarded a new A$480 million contract by QCoal to continue operations at the QCoal Northern Hub located in Queensland’s Bowen ...
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Showing 1681 to 1685 news of total 6871 |
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- Romanian Commodities Exchange
- OPG Power Generation Pvt Ltd - India
- Star Paper Mills Limited - India
- Banpu Public Company Limited - Thailand
- Alfred C Toepfer International GmbH - Germany
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Planning Commission, India
- LBH Netherlands Bv - Netherlands
- Petron Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Bukit Makmur.PT - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Georgia Ports Authority, United States
- Edison Trading Spa - Italy
- Coastal Gujarat Power Limited - India
- Indonesian Coal Mining Association
- GVK Power & Infra Limited - India
- Bhoruka Overseas - Indonesia
- Ministry of Mines - Canada
- Grasim Industreis Ltd - India
- Leighton Contractors Pty Ltd - Australia
- New Zealand Coal & Carbon
- CNBM International Corporation - China
- Jindal Steel & Power Ltd - India
- Port Waratah Coal Services - Australia
- Central Electricity Authority - India
- Standard Chartered Bank - UAE
- Australian Commodity Traders Exchange
- GMR Energy Limited - India
- Metalloyd Limited - United Kingdom
- Central Java Power - Indonesia
- Intertek Mineral Services - Indonesia
- Cigading International Bulk Terminal - Indonesia
- White Energy Company Limited
- Deloitte Consulting - India
- IHS Mccloskey Coal Group - USA
- Madhucon Powers Ltd - India
- Indo Tambangraya Megah - Indonesia
- Ministry of Finance - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Samtan Co., Ltd - South Korea
- Bulk Trading Sa - Switzerland
- Therma Luzon, Inc, Philippines
- Agrawal Coal Company - India
- Aditya Birla Group - India
- Bharathi Cement Corporation - India
- Anglo American - United Kingdom
- Lanco Infratech Ltd - India
- European Bulk Services B.V. - Netherlands
- ICICI Bank Limited - India
- India Bulls Power Limited - India
- Miang Besar Coal Terminal - Indonesia
- Mintek Dendrill Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kepco SPC Power Corporation, Philippines
- SMC Global Power, Philippines
- Sinarmas Energy and Mining - Indonesia
- Baramulti Group, Indonesia
- Thiess Contractors Indonesia
- Indogreen Group - Indonesia
- Meralco Power Generation, Philippines
- PTC India Limited - India
- Sakthi Sugars Limited - India
- Kumho Petrochemical, South Korea
- PNOC Exploration Corporation - Philippines
- Sarangani Energy Corporation, Philippines
- Tamil Nadu electricity Board
- Bhushan Steel Limited - India
- Heidelberg Cement - Germany
- Larsen & Toubro Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Coalindo Energy - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Siam City Cement - Thailand
- Marubeni Corporation - India
- Kaltim Prima Coal - Indonesia
- Ambuja Cements Ltd - India
- Global Business Power Corporation, Philippines
- Thai Mozambique Logistica
- Chettinad Cement Corporation Ltd - India
- Billiton Holdings Pty Ltd - Australia
- PowerSource Philippines DevCo
- Bukit Asam (Persero) Tbk - Indonesia
- Bangladesh Power Developement Board
- Singapore Mercantile Exchange
- PetroVietnam Power Coal Import and Supply Company
- Medco Energi Mining Internasional
- International Coal Ventures Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Electricity Generating Authority of Thailand
- Wood Mackenzie - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Manunggal Multi Energi - Indonesia
- Wilmar Investment Holdings
- Aboitiz Power Corporation - Philippines
- Bukit Baiduri Energy - Indonesia
- Oldendorff Carriers - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Tata Chemicals Ltd - India
- Formosa Plastics Group - Taiwan
- Cement Manufacturers Association - India
- Coal and Oil Company - UAE
- Parliament of New Zealand
- Toyota Tsusho Corporation, Japan
- London Commodity Brokers - England
- Sindya Power Generating Company Private Ltd
- Kohat Cement Company Ltd. - Pakistan
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sical Logistics Limited - India
- Renaissance Capital - South Africa
- Jorong Barutama Greston.PT - Indonesia
- Indian Oil Corporation Limited
- Binh Thuan Hamico - Vietnam
- Eastern Coal Council - USA
- Independent Power Producers Association of India
- Africa Commodities Group - South Africa
- Essar Steel Hazira Ltd - India
- Barasentosa Lestari - Indonesia
- Goldman Sachs - Singapore
- Orica Australia Pty. Ltd.
- Jaiprakash Power Ventures ltd
- Indian Energy Exchange, India
- TNB Fuel Sdn Bhd - Malaysia
- Energy Development Corp, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Posco Energy - South Korea
- Sree Jayajothi Cements Limited - India
- Videocon Industries ltd - India
- Straits Asia Resources Limited - Singapore
- GAC Shipping (India) Pvt Ltd
- Vizag Seaport Private Limited - India
- Carbofer General Trading SA - India
- MS Steel International - UAE
- Kideco Jaya Agung - Indonesia
- South Luzon Thermal Energy Corporation
- Karbindo Abesyapradhi - Indoneisa
- Kobexindo Tractors - Indoneisa
- Vijayanagar Sugar Pvt Ltd - India
- Malabar Cements Ltd - India
- Latin American Coal - Colombia
- Global Coal Blending Company Limited - Australia
- Ministry of Transport, Egypt
- Makarim & Taira - Indonesia
- Interocean Group of Companies - India
- Simpson Spence & Young - Indonesia
- Uttam Galva Steels Limited - India
- Timah Investasi Mineral - Indoneisa
- The Treasury - Australian Government
- Borneo Indobara - Indonesia
- Mjunction Services Limited - India
- CIMB Investment Bank - Malaysia
- Indika Energy - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Globalindo Alam Lestari - Indonesia
- Orica Mining Services - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Energy Link Ltd, New Zealand
- Vedanta Resources Plc - India
- Chamber of Mines of South Africa
- Price Waterhouse Coopers - Russia
- Semirara Mining and Power Corporation, Philippines
- Xindia Steels Limited - India
- Attock Cement Pakistan Limited
- Ind-Barath Power Infra Limited - India
- Merrill Lynch Commodities Europe
- Bhatia International Limited - India
- SN Aboitiz Power Inc, Philippines
- TeaM Sual Corporation - Philippines
- Rio Tinto Coal - Australia
- Parry Sugars Refinery, India
- Kapuas Tunggal Persada - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Salva Resources Pvt Ltd - India
- SMG Consultants - Indonesia
- Karaikal Port Pvt Ltd - India
- Antam Resourcindo - Indonesia
- Australian Coal Association
- McConnell Dowell - Australia
- Iligan Light & Power Inc, Philippines
- Meenaskhi Energy Private Limited - India
- Mercator Lines Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Mercuria Energy - Indonesia
- Savvy Resources Ltd - HongKong
- Minerals Council of Australia
- Gujarat Mineral Development Corp Ltd - India
- ASAPP Information Group - India
- Directorate Of Revenue Intelligence - India
- Power Finance Corporation Ltd., India
- Riau Bara Harum - Indonesia
- VISA Power Limited - India
- Siam City Cement PLC, Thailand
- Sojitz Corporation - Japan
- The University of Queensland
- IEA Clean Coal Centre - UK
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bayan Resources Tbk. - Indonesia
- San Jose City I Power Corp, Philippines
- The State Trading Corporation of India Ltd
- Trasteel International SA, Italy
- Gujarat Electricity Regulatory Commission - India
- Maheswari Brothers Coal Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Kartika Selabumi Mining - Indonesia
- Electricity Authority, New Zealand
- Commonwealth Bank - Australia
- Eastern Energy - Thailand
- Gujarat Sidhee Cement - India
- Altura Mining Limited, Indonesia
- Dalmia Cement Bharat India
- Semirara Mining Corp, Philippines
- Economic Council, Georgia
- Rashtriya Ispat Nigam Limited - India
- Holcim Trading Pte Ltd - Singapore
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