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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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Friday, 29 June 18
THE LBH GROUP AND RHENUS PLAN TO ESTABLISH A JOINT COMPANY
Press Release: The port services provider, the LBH Group, and the logistics specialist Rhenus, are planning to cooperate closely in the European in ...
Friday, 29 June 18
SUPRAMAX: INDO / CHINA COAL ROUNDS PAYING AROUND USD HIGH 11000 - FEARNLYS
Capesize
Its been an interesting week with a strong demand for ships out of Brazil, making C3 rates remain around USD 19 pmt said Fearnlys in i ...
Friday, 29 June 18
JAPAN'S TOHOKU ELEC, GLENCORE ABANDON APRIL-MARCH COAL CONTRACT TALKS - REUTERS
Japan’s Tohoku Electric Power Co Inc and Glencore Plc have abandoned talks on annual thermal coal supplies after failing to reach an agreemen ...
Wednesday, 27 June 18
SHIPPING MARKET INSIGHT - APOSTOLOS ROMPOPOULOS
After the abolishment of the trade embargo against Iran, there was a lot of optimism from the country’s side, as after quite some time a numb ...
Tuesday, 26 June 18
"ALWAYS ACCESSIBLE": ARRIVAL, DEPARTURE OR BOTH? - INCE & CO
KNOWLEDGE TO ELEVATE
An “always accessible” berth warranty is often used by an owner to transfer the risk of delays in berthing to ...
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Showing 1686 to 1690 news of total 6871 |
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- Indian Oil Corporation Limited
- Altura Mining Limited, Indonesia
- Commonwealth Bank - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Madhucon Powers Ltd - India
- Eastern Coal Council - USA
- PTC India Limited - India
- Sical Logistics Limited - India
- Energy Development Corp, Philippines
- The Treasury - Australian Government
- GAC Shipping (India) Pvt Ltd
- Holcim Trading Pte Ltd - Singapore
- Billiton Holdings Pty Ltd - Australia
- OPG Power Generation Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Romanian Commodities Exchange
- Ind-Barath Power Infra Limited - India
- Sindya Power Generating Company Private Ltd
- Carbofer General Trading SA - India
- Bhoruka Overseas - Indonesia
- Bhatia International Limited - India
- Bukit Baiduri Energy - Indonesia
- Mercuria Energy - Indonesia
- Africa Commodities Group - South Africa
- San Jose City I Power Corp, Philippines
- TeaM Sual Corporation - Philippines
- Iligan Light & Power Inc, Philippines
- GMR Energy Limited - India
- South Luzon Thermal Energy Corporation
- Price Waterhouse Coopers - Russia
- Lanco Infratech Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sree Jayajothi Cements Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Coal and Oil Company - UAE
- Cement Manufacturers Association - India
- Tamil Nadu electricity Board
- Ambuja Cements Ltd - India
- Bhushan Steel Limited - India
- Ceylon Electricity Board - Sri Lanka
- Australian Commodity Traders Exchange
- Kartika Selabumi Mining - Indonesia
- McConnell Dowell - Australia
- VISA Power Limited - India
- Energy Link Ltd, New Zealand
- Ministry of Finance - Indonesia
- Economic Council, Georgia
- Chettinad Cement Corporation Ltd - India
- Petron Corporation, Philippines
- Singapore Mercantile Exchange
- Latin American Coal - Colombia
- Metalloyd Limited - United Kingdom
- Barasentosa Lestari - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Rashtriya Ispat Nigam Limited - India
- Kapuas Tunggal Persada - Indonesia
- Baramulti Group, Indonesia
- Directorate General of MIneral and Coal - Indonesia
- London Commodity Brokers - England
- ICICI Bank Limited - India
- Neyveli Lignite Corporation Ltd, - India
- New Zealand Coal & Carbon
- Kaltim Prima Coal - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Grasim Industreis Ltd - India
- Simpson Spence & Young - Indonesia
- Attock Cement Pakistan Limited
- Global Green Power PLC Corporation, Philippines
- Goldman Sachs - Singapore
- Kohat Cement Company Ltd. - Pakistan
- Mjunction Services Limited - India
- Kumho Petrochemical, South Korea
- Global Business Power Corporation, Philippines
- Central Java Power - Indonesia
- Mintek Dendrill Indonesia
- Trasteel International SA, Italy
- Merrill Lynch Commodities Europe
- Deloitte Consulting - India
- Posco Energy - South Korea
- Planning Commission, India
- Straits Asia Resources Limited - Singapore
- Oldendorff Carriers - Singapore
- Wood Mackenzie - Singapore
- Binh Thuan Hamico - Vietnam
- Vizag Seaport Private Limited - India
- Savvy Resources Ltd - HongKong
- Semirara Mining Corp, Philippines
- Dalmia Cement Bharat India
- LBH Netherlands Bv - Netherlands
- GN Power Mariveles Coal Plant, Philippines
- Banpu Public Company Limited - Thailand
- Malabar Cements Ltd - India
- Bharathi Cement Corporation - India
- Cigading International Bulk Terminal - Indonesia
- Sakthi Sugars Limited - India
- Medco Energi Mining Internasional
- Alfred C Toepfer International GmbH - Germany
- Kepco SPC Power Corporation, Philippines
- Anglo American - United Kingdom
- Coalindo Energy - Indonesia
- Global Coal Blending Company Limited - Australia
- Jindal Steel & Power Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Thiess Contractors Indonesia
- Kideco Jaya Agung - Indonesia
- Antam Resourcindo - Indonesia
- Electricity Generating Authority of Thailand
- International Coal Ventures Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- AsiaOL BioFuels Corp., Philippines
- Vedanta Resources Plc - India
- Port Waratah Coal Services - Australia
- Bangladesh Power Developement Board
- Electricity Authority, New Zealand
- Minerals Council of Australia
- Independent Power Producers Association of India
- The State Trading Corporation of India Ltd
- Videocon Industries ltd - India
- Larsen & Toubro Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Renaissance Capital - South Africa
- Tata Chemicals Ltd - India
- SMG Consultants - Indonesia
- CIMB Investment Bank - Malaysia
- Gujarat Electricity Regulatory Commission - India
- Chamber of Mines of South Africa
- Siam City Cement - Thailand
- Aditya Birla Group - India
- Siam City Cement PLC, Thailand
- Star Paper Mills Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Miang Besar Coal Terminal - Indonesia
- Indika Energy - Indonesia
- Central Electricity Authority - India
- Manunggal Multi Energi - Indonesia
- Ministry of Mines - Canada
- MS Steel International - UAE
- TNB Fuel Sdn Bhd - Malaysia
- ASAPP Information Group - India
- Samtan Co., Ltd - South Korea
- Edison Trading Spa - Italy
- Maheswari Brothers Coal Limited - India
- Australian Coal Association
- Indonesian Coal Mining Association
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Agrawal Coal Company - India
- Mercator Lines Limited - India
- Makarim & Taira - Indonesia
- Riau Bara Harum - Indonesia
- Bukit Makmur.PT - Indonesia
- Uttam Galva Steels Limited - India
- Heidelberg Cement - Germany
- Jaiprakash Power Ventures ltd
- Petrochimia International Co. Ltd.- Taiwan
- Indian Energy Exchange, India
- Eastern Energy - Thailand
- Intertek Mineral Services - Indonesia
- GVK Power & Infra Limited - India
- Indo Tambangraya Megah - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Kalimantan Lumbung Energi - Indonesia
- India Bulls Power Limited - India
- PetroVietnam Power Coal Import and Supply Company
- PowerSource Philippines DevCo
- Aboitiz Power Corporation - Philippines
- Meenaskhi Energy Private Limited - India
- Kobexindo Tractors - Indoneisa
- IEA Clean Coal Centre - UK
- Marubeni Corporation - India
- Xindia Steels Limited - India
- Globalindo Alam Lestari - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Timah Investasi Mineral - Indoneisa
- Rio Tinto Coal - Australia
- Wilmar Investment Holdings
- Pendopo Energi Batubara - Indonesia
- Toyota Tsusho Corporation, Japan
- Salva Resources Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- The University of Queensland
- Orica Mining Services - Indonesia
- Thai Mozambique Logistica
- Bulk Trading Sa - Switzerland
- Standard Chartered Bank - UAE
- Bukit Asam (Persero) Tbk - Indonesia
- PNOC Exploration Corporation - Philippines
- White Energy Company Limited
- Formosa Plastics Group - Taiwan
- Georgia Ports Authority, United States
- Essar Steel Hazira Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Maharashtra Electricity Regulatory Commission - India
- Parliament of New Zealand
- Therma Luzon, Inc, Philippines
- Meralco Power Generation, Philippines
- Sojitz Corporation - Japan
- Parry Sugars Refinery, India
- Gujarat Sidhee Cement - India
- Sarangani Energy Corporation, Philippines
- Indogreen Group - Indonesia
- CNBM International Corporation - China
- Ministry of Transport, Egypt
- Coastal Gujarat Power Limited - India
- SMC Global Power, Philippines
- European Bulk Services B.V. - Netherlands
- Bayan Resources Tbk. - Indonesia
- Orica Australia Pty. Ltd.
- Borneo Indobara - Indonesia
- Directorate Of Revenue Intelligence - India
- Interocean Group of Companies - India
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