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.
|
|
Friday, 18 May 18
INDONESIA'S SAMARINDA ANCHORAGE COAL LOADING ACTIVITIES WERE RESUMED YESTERDAY AT 4PM LOCAL TIME
Samarinda Anchorage coal loading activities were resumed yesterday at 4PM local time.
Local fishermen in Samarinda Anchorage have been demonst ...
Wednesday, 16 May 18
SHIPPING MARKET INSIGHT - GEORGE ILIOPOULOS
Half-way through the second quarter of the year and as the Posidonia week approaches everyone is getting ready for this unique gathering that besid ...
Thursday, 10 May 18
PRIVATE POWER PRODUCERS NEED A 'POWERFUL PUSH' - PRADEEP MITTAL
- PLF of the Private Sector in the country (Coal and Lignite based) for FY 2017-18 (till Dec 2017) is 56%.
- 51 GW of stressed assets (Thermal &a ...
Tuesday, 08 May 18
BUMA SIGNED OVER US$1 BILLION WORTH OF NEW CONTRACT WITH PT INDONESIA PRATAMA
PT Delta Dunia Makmur Tbk. announced that its subsidiary, PT Bukit Makmur Mandiri Utama, has entered into mining services contracts with PT Indones ...
Monday, 07 May 18
BENCHMARK PRICE OF INDONESIAN THERMAL COAL DROPPED BACK BELOW $90 A TON THIS MONTH
COALspot.com: According to latest ministerial decree No. 1812 K/30/MEM/2018 dated 3 May 2018, the Indonesian Coal Price Reference (HBA) decline 5.5 ...
|
|
|
Showing 1721 to 1725 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Barasentosa Lestari - Indonesia
- Cement Manufacturers Association - India
- Wood Mackenzie - Singapore
- Coalindo Energy - Indonesia
- Tamil Nadu electricity Board
- Ambuja Cements Ltd - India
- TeaM Sual Corporation - Philippines
- Independent Power Producers Association of India
- IEA Clean Coal Centre - UK
- Power Finance Corporation Ltd., India
- Timah Investasi Mineral - Indoneisa
- Electricity Generating Authority of Thailand
- Kobexindo Tractors - Indoneisa
- Asmin Koalindo Tuhup - Indonesia
- White Energy Company Limited
- Singapore Mercantile Exchange
- Karaikal Port Pvt Ltd - India
- Gujarat Sidhee Cement - India
- SN Aboitiz Power Inc, Philippines
- Tata Chemicals Ltd - India
- GVK Power & Infra Limited - India
- Banpu Public Company Limited - Thailand
- The State Trading Corporation of India Ltd
- Uttam Galva Steels Limited - India
- Mercator Lines Limited - India
- Videocon Industries ltd - India
- Sindya Power Generating Company Private Ltd
- Intertek Mineral Services - Indonesia
- Thai Mozambique Logistica
- Karbindo Abesyapradhi - Indoneisa
- Bulk Trading Sa - Switzerland
- Global Business Power Corporation, Philippines
- Chamber of Mines of South Africa
- Sarangani Energy Corporation, Philippines
- Romanian Commodities Exchange
- Eastern Coal Council - USA
- AsiaOL BioFuels Corp., Philippines
- Merrill Lynch Commodities Europe
- Bahari Cakrawala Sebuku - Indonesia
- Parliament of New Zealand
- Orica Mining Services - Indonesia
- Goldman Sachs - Singapore
- Indika Energy - Indonesia
- San Jose City I Power Corp, Philippines
- Chettinad Cement Corporation Ltd - India
- Billiton Holdings Pty Ltd - Australia
- ASAPP Information Group - India
- Maharashtra Electricity Regulatory Commission - India
- Makarim & Taira - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- The Treasury - Australian Government
- European Bulk Services B.V. - Netherlands
- Binh Thuan Hamico - Vietnam
- Semirara Mining Corp, Philippines
- Australian Commodity Traders Exchange
- Kumho Petrochemical, South Korea
- ICICI Bank Limited - India
- Indian Oil Corporation Limited
- Pipit Mutiara Jaya. PT, Indonesia
- Ceylon Electricity Board - Sri Lanka
- The University of Queensland
- International Coal Ventures Pvt Ltd - India
- Energy Development Corp, Philippines
- Oldendorff Carriers - Singapore
- Sinarmas Energy and Mining - Indonesia
- Medco Energi Mining Internasional
- Electricity Authority, New Zealand
- Essar Steel Hazira Ltd - India
- Rio Tinto Coal - Australia
- Vizag Seaport Private Limited - India
- Indian Energy Exchange, India
- Marubeni Corporation - India
- Standard Chartered Bank - UAE
- Deloitte Consulting - India
- Simpson Spence & Young - Indonesia
- Ministry of Transport, Egypt
- GAC Shipping (India) Pvt Ltd
- Malabar Cements Ltd - India
- Bharathi Cement Corporation - India
- Anglo American - United Kingdom
- PowerSource Philippines DevCo
- PetroVietnam Power Coal Import and Supply Company
- Bhatia International Limited - India
- Australian Coal Association
- Formosa Plastics Group - Taiwan
- Interocean Group of Companies - India
- Sree Jayajothi Cements Limited - India
- Madhucon Powers Ltd - India
- Sojitz Corporation - Japan
- Lanco Infratech Ltd - India
- Samtan Co., Ltd - South Korea
- Meralco Power Generation, Philippines
- Metalloyd Limited - United Kingdom
- CNBM International Corporation - China
- Mjunction Services Limited - India
- Indonesian Coal Mining Association
- Georgia Ports Authority, United States
- Riau Bara Harum - Indonesia
- Ministry of Finance - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Directorate General of MIneral and Coal - Indonesia
- Bangladesh Power Developement Board
- Thiess Contractors Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Meenaskhi Energy Private Limited - India
- Xindia Steels Limited - India
- Indogreen Group - Indonesia
- Kartika Selabumi Mining - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Wilmar Investment Holdings
- Gujarat Mineral Development Corp Ltd - India
- Commonwealth Bank - Australia
- Minerals Council of Australia
- Star Paper Mills Limited - India
- Kaltim Prima Coal - Indonesia
- Directorate Of Revenue Intelligence - India
- Baramulti Group, Indonesia
- Iligan Light & Power Inc, Philippines
- Maheswari Brothers Coal Limited - India
- Mintek Dendrill Indonesia
- Larsen & Toubro Limited - India
- GMR Energy Limited - India
- Siam City Cement - Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- Petron Corporation, Philippines
- Port Waratah Coal Services - Australia
- Straits Asia Resources Limited - Singapore
- SMC Global Power, Philippines
- Energy Link Ltd, New Zealand
- Aboitiz Power Corporation - Philippines
- London Commodity Brokers - England
- Sical Logistics Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Alfred C Toepfer International GmbH - Germany
- Bukit Makmur.PT - Indonesia
- Ind-Barath Power Infra Limited - India
- Economic Council, Georgia
- Attock Cement Pakistan Limited
- Coal and Oil Company - UAE
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bayan Resources Tbk. - Indonesia
- LBH Netherlands Bv - Netherlands
- Mercuria Energy - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- PTC India Limited - India
- PNOC Exploration Corporation - Philippines
- Pendopo Energi Batubara - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Savvy Resources Ltd - HongKong
- OPG Power Generation Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Kapuas Tunggal Persada - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Agrawal Coal Company - India
- Global Coal Blending Company Limited - Australia
- Leighton Contractors Pty Ltd - Australia
- Kideco Jaya Agung - Indonesia
- Altura Mining Limited, Indonesia
- McConnell Dowell - Australia
- Toyota Tsusho Corporation, Japan
- Trasteel International SA, Italy
- Jaiprakash Power Ventures ltd
- Carbofer General Trading SA - India
- New Zealand Coal & Carbon
- Krishnapatnam Port Company Ltd. - India
- Central Java Power - Indonesia
- Jindal Steel & Power Ltd - India
- South Luzon Thermal Energy Corporation
- Latin American Coal - Colombia
- Borneo Indobara - Indonesia
- MS Steel International - UAE
- Orica Australia Pty. Ltd.
- Kohat Cement Company Ltd. - Pakistan
- Grasim Industreis Ltd - India
- India Bulls Power Limited - India
- Bhoruka Overseas - Indonesia
- Salva Resources Pvt Ltd - India
- Antam Resourcindo - Indonesia
- Ministry of Mines - Canada
- Global Green Power PLC Corporation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Globalindo Alam Lestari - Indonesia
- IHS Mccloskey Coal Group - USA
- CIMB Investment Bank - Malaysia
- Central Electricity Authority - India
- Rashtriya Ispat Nigam Limited - India
- Holcim Trading Pte Ltd - Singapore
- Coastal Gujarat Power Limited - India
- Eastern Energy - Thailand
- Posco Energy - South Korea
- Edison Trading Spa - Italy
- Vedanta Resources Plc - India
- Heidelberg Cement - Germany
- SMG Consultants - Indonesia
- Sakthi Sugars Limited - India
- Africa Commodities Group - South Africa
- Manunggal Multi Energi - Indonesia
- Price Waterhouse Coopers - Russia
- Siam City Cement PLC, Thailand
- Aditya Birla Group - India
- Indo Tambangraya Megah - Indonesia
- Parry Sugars Refinery, India
- VISA Power Limited - India
- Semirara Mining and Power Corporation, Philippines
- Dalmia Cement Bharat India
- Gujarat Electricity Regulatory Commission - India
- Bhushan Steel Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Planning Commission, India
- GN Power Mariveles Coal Plant, Philippines
- Kepco SPC Power Corporation, Philippines
- Renaissance Capital - South Africa
- Kalimantan Lumbung Energi - Indonesia
- Bukit Baiduri Energy - Indonesia
|
| |
| |
|
