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.
|
|
Tuesday, 26 June 18
A SHARP RISE IN THE PRICE OF CRUDE OIL WAS TO BE SEEN ON FRIDAY, ITS BIGGEST DAILY GAIN IN TWO YEARS - GEORGE LAZARIDIS
A sharp rise in the price of crude oil was to be seen on Friday, its biggest daily gain in two years, as OPEC reached a deal to raise output. Despi ...
Monday, 25 June 18
AUSTRALIA'S NEWCASTLE PORT SHIPPED 12.179 MT OF COAL IN MAY; DOWN 14.77% M/M
COALspot.com: The Port of Newcastle, Australia’s major trading ports and the world’s largest coal export port has shipped $AU1,453.6 Mi ...
Monday, 25 June 18
COAL IN THE CROSSFIRE: CHINESE TRADERS WARY OF BEING BURNT BY TRADE WAR - REUTERS
At least three U.S. coal shipments on their way to China may end up casualties of the escalating trade dispute after Beijing said it would impose s ...
Saturday, 23 June 18
COAL GROUP TARGETS 9 PER CENT REVENUE SPIKE - VIET NAM NEWS
Viet Nam News reported, the Viet Nam National Coal and Mineral Industries Group (Vinacomin or TKV) is targeting VNĐ116.9 trillion (US$5.1 billion) ...
Thursday, 21 June 18
ROBUST ASIAN THERMAL COAL DEMAND CREATES OPPORTUNITIES FOR AUSTRALIA - MINERALS COUNCIL OF AUSTRALIA
Minerals Council of Australia reported, Australia’s world-class coal mining industry can create more jobs in Australia and strengthen t ...
|
|
|
Showing 1691 to 1695 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Neyveli Lignite Corporation Ltd, - India
- Price Waterhouse Coopers - Russia
- SMC Global Power, Philippines
- Deloitte Consulting - India
- Sarangani Energy Corporation, Philippines
- Australian Coal Association
- Agrawal Coal Company - India
- Parry Sugars Refinery, India
- Sindya Power Generating Company Private Ltd
- TNB Fuel Sdn Bhd - Malaysia
- Makarim & Taira - Indonesia
- Siam City Cement PLC, Thailand
- Manunggal Multi Energi - Indonesia
- Videocon Industries ltd - India
- Semirara Mining Corp, Philippines
- Intertek Mineral Services - Indonesia
- Planning Commission, India
- Billiton Holdings Pty Ltd - Australia
- Krishnapatnam Port Company Ltd. - India
- Antam Resourcindo - Indonesia
- Wood Mackenzie - Singapore
- Aboitiz Power Corporation - Philippines
- Economic Council, Georgia
- CIMB Investment Bank - Malaysia
- VISA Power Limited - India
- Essar Steel Hazira Ltd - India
- Interocean Group of Companies - India
- Timah Investasi Mineral - Indoneisa
- Meenaskhi Energy Private Limited - India
- Savvy Resources Ltd - HongKong
- Sojitz Corporation - Japan
- Orica Mining Services - Indonesia
- Central Java Power - Indonesia
- Wilmar Investment Holdings
- Barasentosa Lestari - Indonesia
- Semirara Mining and Power Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Gujarat Electricity Regulatory Commission - India
- Pipit Mutiara Jaya. PT, Indonesia
- Borneo Indobara - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Uttam Galva Steels Limited - India
- Coastal Gujarat Power Limited - India
- Mintek Dendrill Indonesia
- Kartika Selabumi Mining - Indonesia
- McConnell Dowell - Australia
- Carbofer General Trading SA - India
- Bayan Resources Tbk. - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Directorate Of Revenue Intelligence - India
- Siam City Cement - Thailand
- Kideco Jaya Agung - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Ambuja Cements Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- GN Power Mariveles Coal Plant, Philippines
- Trasteel International SA, Italy
- Grasim Industreis Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Miang Besar Coal Terminal - Indonesia
- Ministry of Transport, Egypt
- Alfred C Toepfer International GmbH - Germany
- Gujarat Mineral Development Corp Ltd - India
- Energy Development Corp, Philippines
- Latin American Coal - Colombia
- South Luzon Thermal Energy Corporation
- Minerals Council of Australia
- Indonesian Coal Mining Association
- Global Green Power PLC Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Goldman Sachs - Singapore
- Rashtriya Ispat Nigam Limited - India
- Coalindo Energy - Indonesia
- Electricity Generating Authority of Thailand
- Ministry of Finance - Indonesia
- Bukit Baiduri Energy - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Dalmia Cement Bharat India
- SMG Consultants - Indonesia
- GMR Energy Limited - India
- Australian Commodity Traders Exchange
- Bangladesh Power Developement Board
- GVK Power & Infra Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- London Commodity Brokers - England
- Jindal Steel & Power Ltd - India
- Metalloyd Limited - United Kingdom
- Madhucon Powers Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ind-Barath Power Infra Limited - India
- Singapore Mercantile Exchange
- PTC India Limited - India
- Anglo American - United Kingdom
- Malabar Cements Ltd - India
- Chettinad Cement Corporation Ltd - India
- Mercator Lines Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Attock Cement Pakistan Limited
- The State Trading Corporation of India Ltd
- Bhoruka Overseas - Indonesia
- TeaM Sual Corporation - Philippines
- Bulk Trading Sa - Switzerland
- CNBM International Corporation - China
- New Zealand Coal & Carbon
- Energy Link Ltd, New Zealand
- The Treasury - Australian Government
- Heidelberg Cement - Germany
- Electricity Authority, New Zealand
- Sakthi Sugars Limited - India
- Cigading International Bulk Terminal - Indonesia
- Kepco SPC Power Corporation, Philippines
- Bharathi Cement Corporation - India
- Vizag Seaport Private Limited - India
- Petron Corporation, Philippines
- Merrill Lynch Commodities Europe
- Central Electricity Authority - India
- Parliament of New Zealand
- Oldendorff Carriers - Singapore
- Cement Manufacturers Association - India
- Riau Bara Harum - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Mjunction Services Limited - India
- Tata Chemicals Ltd - India
- Port Waratah Coal Services - Australia
- Global Business Power Corporation, Philippines
- Bhushan Steel Limited - India
- Banpu Public Company Limited - Thailand
- Petrochimia International Co. Ltd.- Taiwan
- Posco Energy - South Korea
- PNOC Exploration Corporation - Philippines
- Indogreen Group - Indonesia
- Ministry of Mines - Canada
- Kapuas Tunggal Persada - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Bhatia International Limited - India
- Samtan Co., Ltd - South Korea
- White Energy Company Limited
- Edison Trading Spa - Italy
- Jaiprakash Power Ventures ltd
- Xindia Steels Limited - India
- Gujarat Sidhee Cement - India
- The University of Queensland
- Renaissance Capital - South Africa
- Therma Luzon, Inc, Philippines
- LBH Netherlands Bv - Netherlands
- Kaltim Prima Coal - Indonesia
- Tamil Nadu electricity Board
- Marubeni Corporation - India
- OPG Power Generation Pvt Ltd - India
- Eastern Energy - Thailand
- Standard Chartered Bank - UAE
- Independent Power Producers Association of India
- International Coal Ventures Pvt Ltd - India
- Indian Energy Exchange, India
- ICICI Bank Limited - India
- Formosa Plastics Group - Taiwan
- Chamber of Mines of South Africa
- Vijayanagar Sugar Pvt Ltd - India
- Sical Logistics Limited - India
- Pendopo Energi Batubara - Indonesia
- Meralco Power Generation, Philippines
- Vedanta Resources Plc - India
- PetroVietnam Power Coal Import and Supply Company
- Indian Oil Corporation Limited
- Indika Energy - Indonesia
- IEA Clean Coal Centre - UK
- Lanco Infratech Ltd - India
- European Bulk Services B.V. - Netherlands
- Georgia Ports Authority, United States
- Mercuria Energy - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Kobexindo Tractors - Indoneisa
- India Bulls Power Limited - India
- IHS Mccloskey Coal Group - USA
- Commonwealth Bank - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Orica Australia Pty. Ltd.
- Globalindo Alam Lestari - Indonesia
- Romanian Commodities Exchange
- Straits Asia Resources Limited - Singapore
- Sinarmas Energy and Mining - Indonesia
- Binh Thuan Hamico - Vietnam
- MS Steel International - UAE
- Salva Resources Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Medco Energi Mining Internasional
- Toyota Tsusho Corporation, Japan
- Rio Tinto Coal - Australia
- Coal and Oil Company - UAE
- Maharashtra Electricity Regulatory Commission - India
- PowerSource Philippines DevCo
- GAC Shipping (India) Pvt Ltd
- Sree Jayajothi Cements Limited - India
- Global Coal Blending Company Limited - Australia
- Iligan Light & Power Inc, Philippines
- Indo Tambangraya Megah - Indonesia
- Ceylon Electricity Board - Sri Lanka
- San Jose City I Power Corp, Philippines
- Bukit Makmur.PT - Indonesia
- Karaikal Port Pvt Ltd - India
- ASAPP Information Group - India
- Thiess Contractors Indonesia
- Altura Mining Limited, Indonesia
- Simpson Spence & Young - Indonesia
- Thai Mozambique Logistica
- Offshore Bulk Terminal Pte Ltd, Singapore
- Eastern Coal Council - USA
- Power Finance Corporation Ltd., India
- Maheswari Brothers Coal Limited - India
- Baramulti Group, Indonesia
- Aditya Birla Group - India
- Asmin Koalindo Tuhup - Indonesia
- Star Paper Mills Limited - India
- SN Aboitiz Power Inc, Philippines
- Africa Commodities Group - South Africa
- Larsen & Toubro Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
|
| |
| |
|
