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, 05 June 18
THINGS STILL LOOK TO BE PROMISING FOR THE DRY BULK MARKET OVER THE NEXT COUPLE OF MONTHS - GEORGE LAZARIDIS
Just as we thought the world was calming back down to reason, worries and frictions regarding global trade resurfaced this past week after a series ...
Tuesday, 05 June 18
INDONESIAN COAL PRICE REFERENCE IS GOING UP AGAIN
COALspot.com: According to latest ministerial decree No. 1857 K/30/MEM/2018 dated 4 June 2018, the Indonesian Coal Price Reference (HBA) up 7.91 pe ...
Saturday, 02 June 18
HOW CARBON UTILISATION WILL BE A KEY STEP IN INDIA'S CLIMATE STRATEGY - BENJAMIN SPORTON
For India, energy remains the key driver of growth, not only from an economic perspective but more importantly for accelerating social development. ...
Thursday, 31 May 18
SUPRAMAX: INDO/CHINA COAL RV IS GETTING FIXED AROUND $13K DELIVERY SINGAPORE - FEARNLEYS
Capesize
The Cape market has been on a downward trend for the past week.
According to Fearnleys, Oslo based broker, Brazil market ...
Wednesday, 30 May 18
HIGH PRICE, DMO ENCOURAGE COAL MINERS TO BOOST PRODUCTION - THE JAKARTA POST
A number of coal miners are planning to increase production by 10 percent in the second half of this year after a worldwide price increase.
Th ...
|
|
|
Showing 1706 to 1710 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Rashtriya Ispat Nigam Limited - India
- PowerSource Philippines DevCo
- Manunggal Multi Energi - Indonesia
- Ministry of Mines - Canada
- Coalindo Energy - Indonesia
- Jaiprakash Power Ventures ltd
- Port Waratah Coal Services - Australia
- Mintek Dendrill Indonesia
- Standard Chartered Bank - UAE
- Wood Mackenzie - Singapore
- The State Trading Corporation of India Ltd
- Kartika Selabumi Mining - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Romanian Commodities Exchange
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Central Java Power - Indonesia
- PTC India Limited - India
- Karaikal Port Pvt Ltd - India
- Tamil Nadu electricity Board
- Economic Council, Georgia
- Power Finance Corporation Ltd., India
- IEA Clean Coal Centre - UK
- McConnell Dowell - Australia
- PNOC Exploration Corporation - Philippines
- Neyveli Lignite Corporation Ltd, - India
- Ceylon Electricity Board - Sri Lanka
- Parliament of New Zealand
- Kobexindo Tractors - Indoneisa
- South Luzon Thermal Energy Corporation
- Kideco Jaya Agung - Indonesia
- Central Electricity Authority - India
- Bhatia International Limited - India
- Heidelberg Cement - Germany
- Attock Cement Pakistan Limited
- Toyota Tsusho Corporation, Japan
- TNB Fuel Sdn Bhd - Malaysia
- Bhoruka Overseas - Indonesia
- Aditya Birla Group - India
- Therma Luzon, Inc, Philippines
- Bukit Baiduri Energy - Indonesia
- Bharathi Cement Corporation - India
- Global Green Power PLC Corporation, Philippines
- Kumho Petrochemical, South Korea
- Agrawal Coal Company - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- New Zealand Coal & Carbon
- European Bulk Services B.V. - Netherlands
- Metalloyd Limited - United Kingdom
- TeaM Sual Corporation - Philippines
- Renaissance Capital - South Africa
- Larsen & Toubro Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Bangladesh Power Developement Board
- Banpu Public Company Limited - Thailand
- Petrochimia International Co. Ltd.- Taiwan
- Borneo Indobara - Indonesia
- Indo Tambangraya Megah - Indonesia
- Pendopo Energi Batubara - Indonesia
- VISA Power Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- The University of Queensland
- Latin American Coal - Colombia
- Sakthi Sugars Limited - India
- Commonwealth Bank - Australia
- SN Aboitiz Power Inc, Philippines
- Planning Commission, India
- Energy Link Ltd, New Zealand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Gujarat Mineral Development Corp Ltd - India
- OPG Power Generation Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Eastern Coal Council - USA
- Dalmia Cement Bharat India
- Barasentosa Lestari - Indonesia
- Africa Commodities Group - South Africa
- Bhushan Steel Limited - India
- GVK Power & Infra Limited - India
- Siam City Cement PLC, Thailand
- Formosa Plastics Group - Taiwan
- Altura Mining Limited, Indonesia
- Minerals Council of Australia
- Carbofer General Trading SA - India
- Indika Energy - Indonesia
- Sojitz Corporation - Japan
- Uttam Galva Steels Limited - India
- Binh Thuan Hamico - Vietnam
- Leighton Contractors Pty Ltd - Australia
- Kalimantan Lumbung Energi - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Globalindo Alam Lestari - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Global Business Power Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- Lanco Infratech Ltd - India
- Indian Energy Exchange, India
- Chamber of Mines of South Africa
- Sindya Power Generating Company Private Ltd
- Salva Resources Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Chettinad Cement Corporation Ltd - India
- Jindal Steel & Power Ltd - India
- Videocon Industries ltd - India
- Madhucon Powers Ltd - India
- Ministry of Finance - Indonesia
- Parry Sugars Refinery, India
- Kepco SPC Power Corporation, Philippines
- ICICI Bank Limited - India
- Meenaskhi Energy Private Limited - India
- Indogreen Group - Indonesia
- Electricity Authority, New Zealand
- Anglo American - United Kingdom
- Thiess Contractors Indonesia
- Thai Mozambique Logistica
- Timah Investasi Mineral - Indoneisa
- Independent Power Producers Association of India
- Vijayanagar Sugar Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Deloitte Consulting - India
- Grasim Industreis Ltd - India
- Coastal Gujarat Power Limited - India
- Mercuria Energy - Indonesia
- Tata Chemicals Ltd - India
- Kaltim Prima Coal - Indonesia
- Electricity Generating Authority of Thailand
- Oldendorff Carriers - Singapore
- Ind-Barath Power Infra Limited - India
- London Commodity Brokers - England
- SMG Consultants - Indonesia
- GMR Energy Limited - India
- Semirara Mining and Power Corporation, Philippines
- Samtan Co., Ltd - South Korea
- Indian Oil Corporation Limited
- Savvy Resources Ltd - HongKong
- Posco Energy - South Korea
- Malabar Cements Ltd - India
- Australian Coal Association
- Jorong Barutama Greston.PT - Indonesia
- The Treasury - Australian Government
- Trasteel International SA, Italy
- Cigading International Bulk Terminal - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Directorate General of MIneral and Coal - Indonesia
- Sical Logistics Limited - India
- Mercator Lines Limited - India
- Alfred C Toepfer International GmbH - Germany
- Orica Australia Pty. Ltd.
- Aboitiz Power Corporation - Philippines
- PetroVietnam Power Coal Import and Supply Company
- Vedanta Resources Plc - India
- Maheswari Brothers Coal Limited - India
- Krishnapatnam Port Company Ltd. - India
- Mjunction Services Limited - India
- Miang Besar Coal Terminal - Indonesia
- Directorate Of Revenue Intelligence - India
- Orica Mining Services - Indonesia
- Gujarat Sidhee Cement - India
- ASAPP Information Group - India
- Rio Tinto Coal - Australia
- Kapuas Tunggal Persada - Indonesia
- Global Coal Blending Company Limited - Australia
- Intertek Mineral Services - Indonesia
- India Bulls Power Limited - India
- Singapore Mercantile Exchange
- LBH Netherlands Bv - Netherlands
- Price Waterhouse Coopers - Russia
- Georgia Ports Authority, United States
- Indonesian Coal Mining Association
- Xindia Steels Limited - India
- Ministry of Transport, Egypt
- Petron Corporation, Philippines
- Siam City Cement - Thailand
- Straits Asia Resources Limited - Singapore
- Australian Commodity Traders Exchange
- White Energy Company Limited
- Bukit Makmur.PT - Indonesia
- Cement Manufacturers Association - India
- Baramulti Group, Indonesia
- Edison Trading Spa - Italy
- Iligan Light & Power Inc, Philippines
- Vizag Seaport Private Limited - India
- MS Steel International - UAE
- Gujarat Electricity Regulatory Commission - India
- Goldman Sachs - Singapore
- Marubeni Corporation - India
- Antam Resourcindo - Indonesia
- Meralco Power Generation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Merrill Lynch Commodities Europe
- CIMB Investment Bank - Malaysia
- Bayan Resources Tbk. - Indonesia
- CNBM International Corporation - China
- Sinarmas Energy and Mining - Indonesia
- International Coal Ventures Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Asmin Koalindo Tuhup - Indonesia
- SMC Global Power, Philippines
- Interocean Group of Companies - India
- Simpson Spence & Young - Indonesia
- Essar Steel Hazira Ltd - India
- Sree Jayajothi Cements Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Eastern Energy - Thailand
- Energy Development Corp, Philippines
- Medco Energi Mining Internasional
- Bahari Cakrawala Sebuku - Indonesia
- San Jose City I Power Corp, Philippines
- Bulk Trading Sa - Switzerland
- Wilmar Investment Holdings
- Ambuja Cements Ltd - India
- Coal and Oil Company - UAE
- Makarim & Taira - Indonesia
- Star Paper Mills Limited - India
|
| |
| |
|
