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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, 24 May 18
SUPRAS FIXING AROUND USD 15000 FOR INDO TO CHINA COAL TRIPS - FEARNLEYS
Capesize
Both the physical and the paper market have dropped sharply the last couple of days on the back of a lack of fresh cargoes and a growing ...
Thursday, 24 May 18
FITCH: FALLING COAL INVESTMENT TO SUPPORT ASIAN PRICES
Press Release: The long-term outlook for the Asian thermal coal prices is improving, amid rising regional demand and falling mining investment, whi ...
Thursday, 24 May 18
BEIJING ORDERS UTILITIES, MINERS TO HELP COOL RED-HOT COAL MARKET: SOURCES - REUTERS
China’s state planner ordered utilities this week to stop stockpiling thermal coal and told miners to slash prices, two sources familiar with ...
Wednesday, 23 May 18
TANKER MARKET INSIGHT - TIMOS PAPADIMITRIOU
In the last six months we have seen more than 110 reported tanker transactions involving tonnage larger than 32k dwt and younger than 18 years old. ...
Friday, 18 May 18
AFTER COAL, INDONESIAN GOVERNMENT PUSHES DMO ON GAS FOR ELECTRICITY
After introducing its domestic market obligation (DMO) policy for coal on March 12, the government is going forward with its plan to introduce a DM ...
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Showing 1716 to 1720 news of total 6871 |
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- Wilmar Investment Holdings
- Directorate General of MIneral and Coal - Indonesia
- Salva Resources Pvt Ltd - India
- Economic Council, Georgia
- Edison Trading Spa - Italy
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- Kaltim Prima Coal - Indonesia
- Petron Corporation, Philippines
- CNBM International Corporation - China
- IHS Mccloskey Coal Group - USA
- Sojitz Corporation - Japan
- Indika Energy - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- The Treasury - Australian Government
- Ministry of Finance - Indonesia
- Sical Logistics Limited - India
- London Commodity Brokers - England
- SMG Consultants - Indonesia
- Bhoruka Overseas - Indonesia
- Posco Energy - South Korea
- Coal and Oil Company - UAE
- Mintek Dendrill Indonesia
- Siam City Cement PLC, Thailand
- Electricity Authority, New Zealand
- Ind-Barath Power Infra Limited - India
- Aditya Birla Group - India
- Standard Chartered Bank - UAE
- Pipit Mutiara Jaya. PT, Indonesia
- Vedanta Resources Plc - India
- Merrill Lynch Commodities Europe
- European Bulk Services B.V. - Netherlands
- Jaiprakash Power Ventures ltd
- Videocon Industries ltd - India
- Chettinad Cement Corporation Ltd - India
- Trasteel International SA, Italy
- Directorate Of Revenue Intelligence - India
- Indo Tambangraya Megah - Indonesia
- OPG Power Generation Pvt Ltd - India
- ICICI Bank Limited - India
- Bukit Baiduri Energy - Indonesia
- Eastern Coal Council - USA
- San Jose City I Power Corp, Philippines
- Orica Australia Pty. Ltd.
- Coastal Gujarat Power Limited - India
- Grasim Industreis Ltd - India
- Sree Jayajothi Cements Limited - India
- Pendopo Energi Batubara - Indonesia
- Makarim & Taira - Indonesia
- GAC Shipping (India) Pvt Ltd
- Tamil Nadu electricity Board
- Medco Energi Mining Internasional
- Oldendorff Carriers - Singapore
- GMR Energy Limited - India
- Energy Development Corp, Philippines
- Central Java Power - Indonesia
- Bharathi Cement Corporation - India
- Agrawal Coal Company - India
- Gujarat Electricity Regulatory Commission - India
- Kartika Selabumi Mining - Indonesia
- Lanco Infratech Ltd - India
- Attock Cement Pakistan Limited
- Kapuas Tunggal Persada - Indonesia
- IEA Clean Coal Centre - UK
- Africa Commodities Group - South Africa
- Siam City Cement - Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sindya Power Generating Company Private Ltd
- Singapore Mercantile Exchange
- Neyveli Lignite Corporation Ltd, - India
- Australian Coal Association
- Bhushan Steel Limited - India
- Global Business Power Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- Madhucon Powers Ltd - India
- Malabar Cements Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Samtan Co., Ltd - South Korea
- Bhatia International Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Formosa Plastics Group - Taiwan
- Romanian Commodities Exchange
- Borneo Indobara - Indonesia
- VISA Power Limited - India
- Barasentosa Lestari - Indonesia
- Interocean Group of Companies - India
- Bahari Cakrawala Sebuku - Indonesia
- Star Paper Mills Limited - India
- Binh Thuan Hamico - Vietnam
- India Bulls Power Limited - India
- Orica Mining Services - Indonesia
- New Zealand Coal & Carbon
- Savvy Resources Ltd - HongKong
- Simpson Spence & Young - Indonesia
- South Luzon Thermal Energy Corporation
- Altura Mining Limited, Indonesia
- Iligan Light & Power Inc, Philippines
- PNOC Exploration Corporation - Philippines
- Minerals Council of Australia
- Vijayanagar Sugar Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Independent Power Producers Association of India
- Ambuja Cements Ltd - India
- Kideco Jaya Agung - Indonesia
- Riau Bara Harum - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bayan Resources Tbk. - Indonesia
- Kumho Petrochemical, South Korea
- Kepco SPC Power Corporation, Philippines
- Thai Mozambique Logistica
- PTC India Limited - India
- Rio Tinto Coal - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Eastern Energy - Thailand
- Banpu Public Company Limited - Thailand
- Global Coal Blending Company Limited - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indian Oil Corporation Limited
- Bangladesh Power Developement Board
- Parry Sugars Refinery, India
- Mercator Lines Limited - India
- Uttam Galva Steels Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Krishnapatnam Port Company Ltd. - India
- SN Aboitiz Power Inc, Philippines
- Sakthi Sugars Limited - India
- Energy Link Ltd, New Zealand
- Vizag Seaport Private Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Dalmia Cement Bharat India
- Indian Energy Exchange, India
- Meenaskhi Energy Private Limited - India
- Deloitte Consulting - India
- Mjunction Services Limited - India
- AsiaOL BioFuels Corp., Philippines
- Antam Resourcindo - Indonesia
- Port Waratah Coal Services - Australia
- Sinarmas Energy and Mining - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Maheswari Brothers Coal Limited - India
- Manunggal Multi Energi - Indonesia
- Parliament of New Zealand
- Globalindo Alam Lestari - Indonesia
- Tata Chemicals Ltd - India
- Planning Commission, India
- GVK Power & Infra Limited - India
- Electricity Generating Authority of Thailand
- Semirara Mining and Power Corporation, Philippines
- Xindia Steels Limited - India
- Price Waterhouse Coopers - Russia
- Meralco Power Generation, Philippines
- Therma Luzon, Inc, Philippines
- Bulk Trading Sa - Switzerland
- Renaissance Capital - South Africa
- TeaM Sual Corporation - Philippines
- Baramulti Group, Indonesia
- Ministry of Transport, Egypt
- Thiess Contractors Indonesia
- Latin American Coal - Colombia
- Goldman Sachs - Singapore
- Aboitiz Power Corporation - Philippines
- Essar Steel Hazira Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Metalloyd Limited - United Kingdom
- Cement Manufacturers Association - India
- Rashtriya Ispat Nigam Limited - India
- Alfred C Toepfer International GmbH - Germany
- Larsen & Toubro Limited - India
- White Energy Company Limited
- Bukit Asam (Persero) Tbk - Indonesia
- Central Electricity Authority - India
- Ministry of Mines - Canada
- Bukit Makmur.PT - Indonesia
- Toyota Tsusho Corporation, Japan
- Timah Investasi Mineral - Indoneisa
- Straits Asia Resources Limited - Singapore
- Indonesian Coal Mining Association
- Carbofer General Trading SA - India
- McConnell Dowell - Australia
- Leighton Contractors Pty Ltd - Australia
- The University of Queensland
- PetroVietnam Power Coal Import and Supply Company
- Coalindo Energy - Indonesia
- MS Steel International - UAE
- Maharashtra Electricity Regulatory Commission - India
- Georgia Ports Authority, United States
- Wood Mackenzie - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Australian Commodity Traders Exchange
- Kobexindo Tractors - Indoneisa
- Power Finance Corporation Ltd., India
- Asmin Koalindo Tuhup - Indonesia
- Chamber of Mines of South Africa
- Ceylon Electricity Board - Sri Lanka
- Semirara Mining Corp, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Intertek Mineral Services - Indonesia
- Heidelberg Cement - Germany
- Jindal Steel & Power Ltd - India
- Global Green Power PLC Corporation, Philippines
- Anglo American - United Kingdom
- Holcim Trading Pte Ltd - Singapore
- Marubeni Corporation - India
- Mercuria Energy - Indonesia
- PowerSource Philippines DevCo
- The State Trading Corporation of India Ltd
- Indogreen Group - Indonesia
- SMC Global Power, Philippines
- ASAPP Information Group - India
- Kalimantan Lumbung Energi - Indonesia
- International Coal Ventures Pvt Ltd - India
- Commonwealth Bank - Australia
- CIMB Investment Bank - Malaysia
- Gujarat Sidhee Cement - India
- Miang Besar Coal Terminal - Indonesia
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