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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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Thursday, 21 June 18
CHINESE REDUCED COAL IMPORT RESTRICTIONS - CAIXIN GLOBAL
Caixin Global reported that the Chinese government has reduced restrictions on coal imports at the nation’s major ports in response to concer ...
Thursday, 21 June 18
INDIAN GOVERNMENT ADMITS COAL SHORTAGE, ASKS DISCOMS TO IMPORT - TIMES OF INDIA
Times of India reported that the power ministry has advised all state governments and private power distribution companies to import coal as Coal I ...
Tuesday, 19 June 18
WCA RESPONDS TO BP STATISTICAL REVIEW OF WORLD ENERGY 2018
Responding to BP’s Statistical Review of World Energy 2018, Benjamin Sporton, Chief Executive of the World Coal Association (WCA) said, &ldqu ...
Wednesday, 13 June 18
U.S. COAL PRODUCTION TO DECLINE BY 2% TO 756 MILLION SHORT TONS MMST IN 2018 - EIA
EIA forecasts U.S. coal production to decline by 2% to 756 million short tons (MMst) in 2018.
According to EIA's Short-Term Ener ...
Wednesday, 13 June 18
SHIPPING MARKET INSIGHT - SOPHIE COTZIAS
2018 marks quite a few milestones for Greek Shipping. No need to detail again the greatness of Greek Shipping or the singular position that Greek s ...
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Showing 1696 to 1700 news of total 6871 |
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- Sree Jayajothi Cements Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Edison Trading Spa - Italy
- Indonesian Coal Mining Association
- Miang Besar Coal Terminal - Indonesia
- Eastern Energy - Thailand
- Posco Energy - South Korea
- The Treasury - Australian Government
- Petrochimia International Co. Ltd.- Taiwan
- Global Business Power Corporation, Philippines
- Kepco SPC Power Corporation, Philippines
- Indian Energy Exchange, India
- Samtan Co., Ltd - South Korea
- Dalmia Cement Bharat India
- Billiton Holdings Pty Ltd - Australia
- Therma Luzon, Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- CNBM International Corporation - China
- ICICI Bank Limited - India
- Economic Council, Georgia
- Altura Mining Limited, Indonesia
- McConnell Dowell - Australia
- TNB Fuel Sdn Bhd - Malaysia
- Meenaskhi Energy Private Limited - India
- Coastal Gujarat Power Limited - India
- Parry Sugars Refinery, India
- Price Waterhouse Coopers - Russia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Pipit Mutiara Jaya. PT, Indonesia
- Siam City Cement PLC, Thailand
- South Luzon Thermal Energy Corporation
- AsiaOL BioFuels Corp., Philippines
- Bulk Trading Sa - Switzerland
- Star Paper Mills Limited - India
- Globalindo Alam Lestari - Indonesia
- Pendopo Energi Batubara - Indonesia
- Independent Power Producers Association of India
- Barasentosa Lestari - Indonesia
- The State Trading Corporation of India Ltd
- Agrawal Coal Company - India
- Karaikal Port Pvt Ltd - India
- ASAPP Information Group - India
- Gujarat Sidhee Cement - India
- Sakthi Sugars Limited - India
- Semirara Mining and Power Corporation, Philippines
- Larsen & Toubro Limited - India
- MS Steel International - UAE
- Videocon Industries ltd - India
- Mercuria Energy - Indonesia
- Australian Coal Association
- Savvy Resources Ltd - HongKong
- Oldendorff Carriers - Singapore
- Offshore Bulk Terminal Pte Ltd, Singapore
- Planning Commission, India
- Borneo Indobara - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Semirara Mining Corp, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Karbindo Abesyapradhi - Indoneisa
- Power Finance Corporation Ltd., India
- Coal and Oil Company - UAE
- Commonwealth Bank - Australia
- Bukit Makmur.PT - Indonesia
- Sarangani Energy Corporation, Philippines
- VISA Power Limited - India
- TeaM Sual Corporation - Philippines
- Gujarat Electricity Regulatory Commission - India
- Minerals Council of Australia
- GAC Shipping (India) Pvt Ltd
- Maharashtra Electricity Regulatory Commission - India
- Rio Tinto Coal - Australia
- The University of Queensland
- Bahari Cakrawala Sebuku - Indonesia
- Siam City Cement - Thailand
- Petron Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- Antam Resourcindo - Indonesia
- Mercator Lines Limited - India
- Ind-Barath Power Infra Limited - India
- Romanian Commodities Exchange
- Jorong Barutama Greston.PT - Indonesia
- Global Green Power PLC Corporation, Philippines
- Eastern Coal Council - USA
- Kideco Jaya Agung - Indonesia
- Madhucon Powers Ltd - India
- Tata Chemicals Ltd - India
- Sical Logistics Limited - India
- Timah Investasi Mineral - Indoneisa
- Kaltim Prima Coal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Global Coal Blending Company Limited - Australia
- Metalloyd Limited - United Kingdom
- Bank of Tokyo Mitsubishi UFJ Ltd
- Rashtriya Ispat Nigam Limited - India
- Thai Mozambique Logistica
- PTC India Limited - India
- Chamber of Mines of South Africa
- Banpu Public Company Limited - Thailand
- Manunggal Multi Energi - Indonesia
- Ministry of Mines - Canada
- Heidelberg Cement - Germany
- Straits Asia Resources Limited - Singapore
- Directorate Of Revenue Intelligence - India
- Attock Cement Pakistan Limited
- Goldman Sachs - Singapore
- PNOC Exploration Corporation - Philippines
- Malabar Cements Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Electricity Authority, New Zealand
- Iligan Light & Power Inc, Philippines
- Bhatia International Limited - India
- Orica Mining Services - Indonesia
- Jaiprakash Power Ventures ltd
- Latin American Coal - Colombia
- Bhushan Steel Limited - India
- Indika Energy - Indonesia
- Energy Link Ltd, New Zealand
- Bayan Resources Tbk. - Indonesia
- Medco Energi Mining Internasional
- Sindya Power Generating Company Private Ltd
- SN Aboitiz Power Inc, Philippines
- SMG Consultants - Indonesia
- Indogreen Group - Indonesia
- Riau Bara Harum - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- White Energy Company Limited
- SMC Global Power, Philippines
- New Zealand Coal & Carbon
- Salva Resources Pvt Ltd - India
- Wilmar Investment Holdings
- Kobexindo Tractors - Indoneisa
- Singapore Mercantile Exchange
- Alfred C Toepfer International GmbH - Germany
- Coalindo Energy - Indonesia
- Bhoruka Overseas - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Aboitiz Power Corporation - Philippines
- Kumho Petrochemical, South Korea
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Jindal Steel & Power Ltd - India
- Georgia Ports Authority, United States
- Kartika Selabumi Mining - Indonesia
- Cement Manufacturers Association - India
- Deloitte Consulting - India
- European Bulk Services B.V. - Netherlands
- CIMB Investment Bank - Malaysia
- India Bulls Power Limited - India
- IHS Mccloskey Coal Group - USA
- Ceylon Electricity Board - Sri Lanka
- Port Waratah Coal Services - Australia
- Electricity Generating Authority of Thailand
- GMR Energy Limited - India
- Interocean Group of Companies - India
- Meralco Power Generation, Philippines
- Binh Thuan Hamico - Vietnam
- Central Electricity Authority - India
- Lanco Infratech Ltd - India
- San Jose City I Power Corp, Philippines
- Sinarmas Energy and Mining - Indonesia
- Mintek Dendrill Indonesia
- Australian Commodity Traders Exchange
- GVK Power & Infra Limited - India
- Standard Chartered Bank - UAE
- LBH Netherlands Bv - Netherlands
- Chettinad Cement Corporation Ltd - India
- Uttam Galva Steels Limited - India
- Xindia Steels Limited - India
- Anglo American - United Kingdom
- Holcim Trading Pte Ltd - Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Baramulti Group, Indonesia
- Marubeni Corporation - India
- Krishnapatnam Port Company Ltd. - India
- Cigading International Bulk Terminal - Indonesia
- Renaissance Capital - South Africa
- Vizag Seaport Private Limited - India
- Mjunction Services Limited - India
- Energy Development Corp, Philippines
- London Commodity Brokers - England
- PowerSource Philippines DevCo
- Ministry of Finance - Indonesia
- Parliament of New Zealand
- Asmin Koalindo Tuhup - Indonesia
- Indian Oil Corporation Limited
- Makarim & Taira - Indonesia
- Tamil Nadu electricity Board
- Orica Australia Pty. Ltd.
- Sojitz Corporation - Japan
- Central Java Power - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Wood Mackenzie - Singapore
- OPG Power Generation Pvt Ltd - India
- Aditya Birla Group - India
- Vedanta Resources Plc - India
- IEA Clean Coal Centre - UK
- Kohat Cement Company Ltd. - Pakistan
- Bukit Baiduri Energy - Indonesia
- Ministry of Transport, Egypt
- Trasteel International SA, Italy
- Bangladesh Power Developement Board
- Merrill Lynch Commodities Europe
- International Coal Ventures Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Simpson Spence & Young - Indonesia
- Ambuja Cements Ltd - India
- Indo Tambangraya Megah - Indonesia
- Bharathi Cement Corporation - India
- Grasim Industreis Ltd - India
- Formosa Plastics Group - Taiwan
- Carbofer General Trading SA - India
- Africa Commodities Group - South Africa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Thiess Contractors Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Intertek Mineral Services - Indonesia
- GN Power Mariveles Coal Plant, Philippines
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