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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, 30 May 18
SHIPPING MARKET INSIGHT - ILIAS M. LALAOUNIS
Among several hot topics that will be discussed during the Posidonia week, the International Maritime Organization regulation that will be enforced ...
Tuesday, 29 May 18
BLOCKCHAIN CAN HAVE A TRANSFORMATIVE EFFECT ON THE SHIPPING INDUSTRY
KNOWLEDGE TO ELEVATE
Following the launch of a legal briefing on blockchain contracts from UK P&I Club, Claims Executive, Filip Koscieleck ...
Tuesday, 29 May 18
INDIA'S COAL IMPORT DECLINES IN APRIL AMID DIVERSION TO THERMAL POWER PLANTS - PTI
India’s coal import fell by 9 percent to 17.32 million tonnes (MT) in April on the back of ample supply of dry fuel from domestic sources.
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Monday, 28 May 18
COAL SUPPLY DIVERSION IRKS INDUSTRIES DEPENDENT ON CAPTIVE POWER PLANTS - HINDU BUSINESS LINE
The government’s move to prioritise coal supplies to power plants with minimal coal stock has disrupted fuel supply to some sectors, which ha ...
Monday, 28 May 18
KOMIPO ISSUED ANOTHER TENDER FOR 130K MT OF 5700 NAR COAL
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued a tender for 130,000 mt of min. 5700 NAR coal of Australian origi ...
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Showing 1711 to 1715 news of total 6871 |
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- Chamber of Mines of South Africa
- PNOC Exploration Corporation - Philippines
- Kaltim Prima Coal - Indonesia
- Chettinad Cement Corporation Ltd - India
- Marubeni Corporation - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Posco Energy - South Korea
- PTC India Limited - India
- Mercator Lines Limited - India
- Semirara Mining and Power Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Coastal Gujarat Power Limited - India
- Eastern Energy - Thailand
- Economic Council, Georgia
- Intertek Mineral Services - Indonesia
- McConnell Dowell - Australia
- Maharashtra Electricity Regulatory Commission - India
- ASAPP Information Group - India
- Banpu Public Company Limited - Thailand
- Kalimantan Lumbung Energi - Indonesia
- Global Coal Blending Company Limited - Australia
- CNBM International Corporation - China
- Port Waratah Coal Services - Australia
- Africa Commodities Group - South Africa
- Borneo Indobara - Indonesia
- Formosa Plastics Group - Taiwan
- Carbofer General Trading SA - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Krishnapatnam Port Company Ltd. - India
- Trasteel International SA, Italy
- Power Finance Corporation Ltd., India
- Australian Coal Association
- Australian Commodity Traders Exchange
- Dalmia Cement Bharat India
- Coal and Oil Company - UAE
- Coalindo Energy - Indonesia
- Lanco Infratech Ltd - India
- The Treasury - Australian Government
- Iligan Light & Power Inc, Philippines
- Meenaskhi Energy Private Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- India Bulls Power Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Orica Australia Pty. Ltd.
- Savvy Resources Ltd - HongKong
- Global Green Power PLC Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- Star Paper Mills Limited - India
- Bangladesh Power Developement Board
- Baramulti Group, Indonesia
- Ambuja Cements Ltd - India
- Directorate Of Revenue Intelligence - India
- New Zealand Coal & Carbon
- Bayan Resources Tbk. - Indonesia
- Mjunction Services Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Vedanta Resources Plc - India
- Petrochimia International Co. Ltd.- Taiwan
- Billiton Holdings Pty Ltd - Australia
- Minerals Council of Australia
- Commonwealth Bank - Australia
- Singapore Mercantile Exchange
- Xindia Steels Limited - India
- European Bulk Services B.V. - Netherlands
- Sindya Power Generating Company Private Ltd
- Salva Resources Pvt Ltd - India
- Anglo American - United Kingdom
- Heidelberg Cement - Germany
- International Coal Ventures Pvt Ltd - India
- Thiess Contractors Indonesia
- Oldendorff Carriers - Singapore
- SMC Global Power, Philippines
- San Jose City I Power Corp, Philippines
- Malabar Cements Ltd - India
- London Commodity Brokers - England
- Tamil Nadu electricity Board
- Latin American Coal - Colombia
- TNB Fuel Sdn Bhd - Malaysia
- Siam City Cement - Thailand
- GAC Shipping (India) Pvt Ltd
- IHS Mccloskey Coal Group - USA
- The University of Queensland
- Deloitte Consulting - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kepco SPC Power Corporation, Philippines
- Orica Mining Services - Indonesia
- Madhucon Powers Ltd - India
- Larsen & Toubro Limited - India
- Central Java Power - Indonesia
- Pendopo Energi Batubara - Indonesia
- White Energy Company Limited
- Bukit Asam (Persero) Tbk - Indonesia
- Vizag Seaport Private Limited - India
- Metalloyd Limited - United Kingdom
- Indian Oil Corporation Limited
- Ceylon Electricity Board - Sri Lanka
- Parliament of New Zealand
- LBH Netherlands Bv - Netherlands
- MS Steel International - UAE
- Samtan Co., Ltd - South Korea
- Electricity Authority, New Zealand
- Riau Bara Harum - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Makarim & Taira - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Price Waterhouse Coopers - Russia
- Semirara Mining Corp, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Sree Jayajothi Cements Limited - India
- Sojitz Corporation - Japan
- Jindal Steel & Power Ltd - India
- Goldman Sachs - Singapore
- Bharathi Cement Corporation - India
- Directorate General of MIneral and Coal - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Energy Link Ltd, New Zealand
- Jorong Barutama Greston.PT - Indonesia
- South Luzon Thermal Energy Corporation
- Renaissance Capital - South Africa
- SN Aboitiz Power Inc, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Aditya Birla Group - India
- Manunggal Multi Energi - Indonesia
- Georgia Ports Authority, United States
- Standard Chartered Bank - UAE
- Romanian Commodities Exchange
- PowerSource Philippines DevCo
- Meralco Power Generation, Philippines
- Uttam Galva Steels Limited - India
- Jaiprakash Power Ventures ltd
- Ministry of Transport, Egypt
- Rashtriya Ispat Nigam Limited - India
- Gujarat Sidhee Cement - India
- Grasim Industreis Ltd - India
- CIMB Investment Bank - Malaysia
- Sakthi Sugars Limited - India
- Sical Logistics Limited - India
- Ministry of Finance - Indonesia
- Antam Resourcindo - Indonesia
- Thai Mozambique Logistica
- SMG Consultants - Indonesia
- Wilmar Investment Holdings
- Straits Asia Resources Limited - Singapore
- Bhatia International Limited - India
- Indo Tambangraya Megah - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Maheswari Brothers Coal Limited - India
- Rio Tinto Coal - Australia
- IEA Clean Coal Centre - UK
- Planning Commission, India
- Bulk Trading Sa - Switzerland
- Wood Mackenzie - Singapore
- Barasentosa Lestari - Indonesia
- Medco Energi Mining Internasional
- Cigading International Bulk Terminal - Indonesia
- Therma Luzon, Inc, Philippines
- Sinarmas Energy and Mining - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Electricity Generating Authority of Thailand
- Siam City Cement PLC, Thailand
- GMR Energy Limited - India
- Bhoruka Overseas - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Videocon Industries ltd - India
- Kapuas Tunggal Persada - Indonesia
- TeaM Sual Corporation - Philippines
- Bukit Baiduri Energy - Indonesia
- Merrill Lynch Commodities Europe
- Pipit Mutiara Jaya. PT, Indonesia
- Global Business Power Corporation, Philippines
- Mintek Dendrill Indonesia
- GVK Power & Infra Limited - India
- Karaikal Port Pvt Ltd - India
- Eastern Coal Council - USA
- Indian Energy Exchange, India
- Kideco Jaya Agung - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indika Energy - Indonesia
- Bhushan Steel Limited - India
- Sarangani Energy Corporation, Philippines
- Parry Sugars Refinery, India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- OPG Power Generation Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Interocean Group of Companies - India
- Energy Development Corp, Philippines
- Ind-Barath Power Infra Limited - India
- Timah Investasi Mineral - Indoneisa
- Central Electricity Authority - India
- Bukit Makmur.PT - Indonesia
- Simpson Spence & Young - Indonesia
- Aboitiz Power Corporation - Philippines
- Indogreen Group - Indonesia
- Edison Trading Spa - Italy
- Alfred C Toepfer International GmbH - Germany
- AsiaOL BioFuels Corp., Philippines
- Ministry of Mines - Canada
- Bahari Cakrawala Sebuku - Indonesia
- Agrawal Coal Company - India
- Tata Chemicals Ltd - India
- Indonesian Coal Mining Association
- Leighton Contractors Pty Ltd - Australia
- Kumho Petrochemical, South Korea
- The State Trading Corporation of India Ltd
- Binh Thuan Hamico - Vietnam
- Globalindo Alam Lestari - Indonesia
- VISA Power Limited - India
- Attock Cement Pakistan Limited
- Petron Corporation, Philippines
- Cement Manufacturers Association - India
- Independent Power Producers Association of India
- Mercuria Energy - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Altura Mining Limited, Indonesia
- ICICI Bank Limited - India
- Toyota Tsusho Corporation, Japan
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