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Wednesday, 07 December 16
IT'S BEEN YET ANOTHER TURBULENT COUPLE OF DAYS..... - GEORGE LAZARIDIS
 It’s been yet another turbulent couple of days, with a significant number of news headlines shaking up markets.
On Friday we had the OPEC agreement coming to light, with all members and Russia agreeing to cut down production outputs. This has had a fairly imminent impact with Brent crude oil rising to above US$ 55 a barrel earlier today, the highest level it has reached in over 16 months, says George Lazaridis Head of Market Research & Asset Valuations of Allied in his latest weekly report.
George Lazaridis further says, despite the fact that there is still considerable debate as to how the price will trend moving forward, with some estimates reaching as high as US$60 and US$70 a barrel. There is however some skepticism in reference to the effectiveness of this current agreement. There are a number of major non-member producers which could threaten the effectiveness of this deal, while there is even a threat from within OPEC itself. The last time that a quote was set, members exceeded their individual quotes for 20 out of the 24 months before the quote being eventually scrapped at the end of 2015.
Allied Shipbroking’s weekly report further noted that it wasn’t all about oil this week, with the Referendum in Italy on Sunday taking main stage and threatening stability with in Europe and the Euro are a once again. After losing the Referendum, Italy ’s Prime Minister, Matteo Renzi, is now anticipated to offer his resignation to the President Sergio Mattarella, who in turn will have to weigh the options and see how well balanced the governing party is to support another prime minister while seeking to avoid the option of early elections taking place. This was initially a major hit on the Euro, with early hours trading on Monday seeing a considerable drop. Things however took a quick shift as markets started to re-question the significance this could have on the market, while it also seems as though markets had already priced in the outcome of the referendum several weeks in advance seeing that the “No ” vote was ahead in most pre-voting polls.
According to George Lazaridis, all these developments have only gone towards further strengthening the U.S. Dollar which now seems to be become a threat in itself for most of the emerging markets. Major markets such as Europe and Japan cheer on for a stronger dollar, which has the benefit of allowing them to improve their trading terms while also helping keep pressure on inflation. Things are very different for most emerging markets however which will have to battle out with their dollar denominated debt held by both governments and companies, while there are concerns that a stronger dollar will also create a shortage of credit for these markets. The fear is that the overall net effect could be a dampener on trade , though this is disputable as in a state were the OECD economies start to generate higher economic growth figures they could also produce the consumption needed to drive trade and growth for emerging markets and help them counter any negative offset produced in the short -run by a stronger dollar.
As for shipping, the effects are also mixed. On the one-hand you have worries as to how trade could be effected by both the strengthening of the price of crude oil and the stronger U.S. Dollar, though this is nothing new for us given that we have been in a “limbo ” state of uncertainty for several years now. The most imminent effect will likely be on asset prices, with several ship owners with debt denominated in currencies other the U.S. dollars (e.g. Japanese owners) likely to look more favourably on any sale option as the U.S. dollar strengthens. This however could have an unintended consequence, with a bigger selection of high specification units driving the buying frenzy further in markets such as that of dry bulkers, George Lazaridis concluded.
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Monday, 16 January 17
WHY THE SOLUTION TO INDIA'S ENERGY CHALLENGE LIES IN COAL POWER PLANTS - BENJAMIN SPORTON
India’s huge development and energy challenges mean there are economic and development arguments for investing in new coal power plants for t ...
Friday, 13 January 17
U.S. COAL PRICES TO INCREASE IN 2017 AND IN 2018 - EIA
Coal Supply
EIA estimates that U.S. coal production declined by 158 million short tons (MMst) (18%) in 2016, to 739 MMst, which would be the lowe ...
Friday, 13 January 17
U.S. COAL IMPORTS IN THIRD QUARTER 2016 TOTALED 2.7 MMST, SAYS EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 13.8 million short ton ...
Thursday, 12 January 17
ASIA: COAL'S FUTURE - BENJAMIN SPORTON
As economies develop and the United Nations’ Sustainable Development Goals (SDGs) are realised, demand for energy will increase as more peopl ...
Wednesday, 11 January 17
MARKET INSIGHT - GEORGE DERMATIS
A new year has dawned upon us and it sure promises to be an exciting one which makes it practically impossible to resist the challenge of making a ...
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- McConnell Dowell - Australia
- IHS Mccloskey Coal Group - USA
- Economic Council, Georgia
- Meenaskhi Energy Private Limited - India
- Minerals Council of Australia
- Formosa Plastics Group - Taiwan
- Kepco SPC Power Corporation, Philippines
- Bhoruka Overseas - Indonesia
- Mjunction Services Limited - India
- Madhucon Powers Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Kapuas Tunggal Persada - Indonesia
- Renaissance Capital - South Africa
- Indo Tambangraya Megah - Indonesia
- Simpson Spence & Young - Indonesia
- Petron Corporation, Philippines
- Banpu Public Company Limited - Thailand
- South Luzon Thermal Energy Corporation
- Port Waratah Coal Services - Australia
- Jaiprakash Power Ventures ltd
- Ministry of Finance - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Metalloyd Limited - United Kingdom
- Australian Commodity Traders Exchange
- Rashtriya Ispat Nigam Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Medco Energi Mining Internasional
- Bhushan Steel Limited - India
- Goldman Sachs - Singapore
- Romanian Commodities Exchange
- Bukit Baiduri Energy - Indonesia
- Kobexindo Tractors - Indoneisa
- Essar Steel Hazira Ltd - India
- Mercuria Energy - Indonesia
- PowerSource Philippines DevCo
- Karbindo Abesyapradhi - Indoneisa
- Baramulti Group, Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Global Business Power Corporation, Philippines
- Indonesian Coal Mining Association
- Orica Australia Pty. Ltd.
- India Bulls Power Limited - India
- Uttam Galva Steels Limited - India
- Straits Asia Resources Limited - Singapore
- Orica Mining Services - Indonesia
- CNBM International Corporation - China
- AsiaOL BioFuels Corp., Philippines
- Borneo Indobara - Indonesia
- Oldendorff Carriers - Singapore
- Central Java Power - Indonesia
- SMG Consultants - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Altura Mining Limited, Indonesia
- GAC Shipping (India) Pvt Ltd
- Sinarmas Energy and Mining - Indonesia
- Indian Oil Corporation Limited
- Bulk Trading Sa - Switzerland
- MS Steel International - UAE
- Agrawal Coal Company - India
- Central Electricity Authority - India
- European Bulk Services B.V. - Netherlands
- Independent Power Producers Association of India
- Alfred C Toepfer International GmbH - Germany
- Kumho Petrochemical, South Korea
- Makarim & Taira - Indonesia
- Global Coal Blending Company Limited - Australia
- GVK Power & Infra Limited - India
- Siam City Cement PLC, Thailand
- Gujarat Electricity Regulatory Commission - India
- Savvy Resources Ltd - HongKong
- Directorate Of Revenue Intelligence - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Marubeni Corporation - India
- Kartika Selabumi Mining - Indonesia
- GMR Energy Limited - India
- Bangladesh Power Developement Board
- Anglo American - United Kingdom
- The University of Queensland
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ministry of Mines - Canada
- Videocon Industries ltd - India
- Grasim Industreis Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Sical Logistics Limited - India
- Standard Chartered Bank - UAE
- The State Trading Corporation of India Ltd
- Bayan Resources Tbk. - Indonesia
- Sindya Power Generating Company Private Ltd
- SN Aboitiz Power Inc, Philippines
- Miang Besar Coal Terminal - Indonesia
- Mintek Dendrill Indonesia
- Ministry of Transport, Egypt
- ASAPP Information Group - India
- TeaM Sual Corporation - Philippines
- White Energy Company Limited
- Tata Chemicals Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Pendopo Energi Batubara - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Energy Development Corp, Philippines
- Sarangani Energy Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- Parry Sugars Refinery, India
- Star Paper Mills Limited - India
- Interocean Group of Companies - India
- Karaikal Port Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Iligan Light & Power Inc, Philippines
- Indogreen Group - Indonesia
- Sakthi Sugars Limited - India
- Energy Link Ltd, New Zealand
- Heidelberg Cement - Germany
- Coal and Oil Company - UAE
- Neyveli Lignite Corporation Ltd, - India
- Semirara Mining Corp, Philippines
- Electricity Generating Authority of Thailand
- PNOC Exploration Corporation - Philippines
- Thai Mozambique Logistica
- ICICI Bank Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- PTC India Limited - India
- Cement Manufacturers Association - India
- Dalmia Cement Bharat India
- Semirara Mining and Power Corporation, Philippines
- Riau Bara Harum - Indonesia
- Kideco Jaya Agung - Indonesia
- Kaltim Prima Coal - Indonesia
- Aditya Birla Group - India
- Indika Energy - Indonesia
- Thiess Contractors Indonesia
- Posco Energy - South Korea
- Antam Resourcindo - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Ind-Barath Power Infra Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Samtan Co., Ltd - South Korea
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Singapore Mercantile Exchange
- Toyota Tsusho Corporation, Japan
- Bharathi Cement Corporation - India
- Ambuja Cements Ltd - India
- Bukit Makmur.PT - Indonesia
- Planning Commission, India
- Intertek Mineral Services - Indonesia
- Carbofer General Trading SA - India
- Georgia Ports Authority, United States
- San Jose City I Power Corp, Philippines
- Xindia Steels Limited - India
- Latin American Coal - Colombia
- London Commodity Brokers - England
- Kohat Cement Company Ltd. - Pakistan
- SMC Global Power, Philippines
- Parliament of New Zealand
- Barasentosa Lestari - Indonesia
- Therma Luzon, Inc, Philippines
- Globalindo Alam Lestari - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Binh Thuan Hamico - Vietnam
- Edison Trading Spa - Italy
- Eastern Energy - Thailand
- Maheswari Brothers Coal Limited - India
- Indian Energy Exchange, India
- Wilmar Investment Holdings
- Gujarat Sidhee Cement - India
- Price Waterhouse Coopers - Russia
- Trasteel International SA, Italy
- Asmin Koalindo Tuhup - Indonesia
- Tamil Nadu electricity Board
- Sojitz Corporation - Japan
- VISA Power Limited - India
- Salva Resources Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- Africa Commodities Group - South Africa
- Deloitte Consulting - India
- Commonwealth Bank - Australia
- GN Power Mariveles Coal Plant, Philippines
- Rio Tinto Coal - Australia
- PetroVietnam Power Coal Import and Supply Company
- Global Green Power PLC Corporation, Philippines
- Australian Coal Association
- Billiton Holdings Pty Ltd - Australia
- Ceylon Electricity Board - Sri Lanka
- LBH Netherlands Bv - Netherlands
- Coastal Gujarat Power Limited - India
- IEA Clean Coal Centre - UK
- Wood Mackenzie - Singapore
- Jindal Steel & Power Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Sree Jayajothi Cements Limited - India
- Manunggal Multi Energi - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Attock Cement Pakistan Limited
- Mercator Lines Limited - India
- Chamber of Mines of South Africa
- Lanco Infratech Ltd - India
- Larsen & Toubro Limited - India
- Siam City Cement - Thailand
- Vizag Seaport Private Limited - India
- Coalindo Energy - Indonesia
- Power Finance Corporation Ltd., India
- Meralco Power Generation, Philippines
- OPG Power Generation Pvt Ltd - India
- Electricity Authority, New Zealand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Merrill Lynch Commodities Europe
- New Zealand Coal & Carbon
- Vedanta Resources Plc - India
- The Treasury - Australian Government
- Malabar Cements Ltd - India
- Timah Investasi Mineral - Indoneisa
- Eastern Coal Council - USA
- Bhatia International Limited - India
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