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Tuesday, 31 October 17
BALTIC DRY INDEX TAKES A BREAK FROM ITS UPWARD RALLY COURSE - GEORGE LAZARIDIS
 It has been a week of corrections for the dry bulk freight market as it seems as the general Baltic Dry Index takes a break from its upward rally course.
According to Allied shipping, the course of each individual index seems to have taken a non-typical course since early July, leading many in the market to make claim on attempts of market manipulation by the larger charterers, through the holding back of cargoes every time we reach a peak that is higher than the previous. This sort of trend has been epitomized by the course taken by these indices, with most prominent that of the Panamax index, showing clear “steps” with short periods of corrections in between. This holding back may have occurred to some degree and it will eventually run its course with the market starting to drop at some point (It would be unthinkable to expect that we would be looking at a shipping market on a constant upward curve in perpetuity).
Nevertheless, George Lazaridis, Head of Market Research & Asset Valuations of Allied says, it is important to note that we have already reached a peak level, with rates well above what has been noted in the past 3 years, a sharp contrast to the sort of market we were facing back in 2016. Having said that, we do find ourselves “running with the bulls” so to speak.
He further noted, the most in the Metals markets are showing an over-optimistic face, with the industry eagerly looking at the potential windfall for the market as they head for LME week in London (the annual gathering of the global metals community in London). The metals markets have been showing a very strong face during this past year, with prices having shot up considerably since the bottoming out in 2015 and with key demand centers showing consistently stronger growth figures. China continues to be the key market here, however manufacturing gauges reveal a strong rebound in other key market such as that of the Eurozone and the US.
In addition to this we have seen Allied say, the curbs in China play a role in smoothing out concerns over the tackling of the supply glut that plagued the industry for more than two years now, while the improved overall consumer indices and rising demand from construction and the automotive sectors, have also played a strong role. At the same time further boost have been fed into the market as most continue to show upward revisions in their growth outlook for most of the OECD countries and key emerging markets. As such it is no surprise that there is strong confidence in the market moving forward, while much of this has trickled over to the shipping industry.
The weekly report of Allied further noted, Capesize owners have been the ones most favored by the recent developments in this trade, given their primary focus in the iron ore trade, while many still see plenty of opportunity for the months ahead. That’s not to say that only this size segment is directly benefiting or will be benefiting from this boom in the market. The rest of the segments in the dry bulk market have also seen a rise in activity in cargoes linked to the commodities involved, from a rise in most ore cargoes as well as through the increased activity in steel products, as well as cargoes directly involved with the processing and manufacturing such as coal.
So the question now stands as to how well the dry bulk freight market can continue on its path of improvement or will this be the peak level for the final quarter of 2017, with a pause being set until the next seasonal spike in demand at some point in 2018. The truth is that there still is enough reason to support further increases before the end of the year, but at the same time there is still ample resistance being noted from the side of charterers, George Lazaridis concluded.
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Thursday, 07 September 17
CAPESIZE: EARNINGS FOR THE BIG SHIPS KEEP UP NICELY AS DIPS ARE MODERATE AND SHORT-LIVED - FEARNLEYS
Supramax
Fewer activities in the Atlantic in start of the week with the US holidays. Owners were asking around low USD 20k for trip ex USG to Far ...
Thursday, 07 September 17
TALK OF CONSTRAINTS ON CHINESE COAL OUTPUT PUSHED PRICES HIGHER - DANIEL HYNES
Commodity markets were largely higher as a weaker USD boosted investor appetite.
According to Daniel Hynes, Senior Commodity Strategist at ANZ ...
Wednesday, 06 September 17
LAYTIME - CHARTERERS' RIGHTS & PORT COSTS - NORTH P&I CLUB
KNOWLEDGE TO ELEVATE
In a recent London Arbitration decision (18/17) the Tribunal had to consider whether the owners were entitled to recover ...
Wednesday, 06 September 17
SHIPPING MARKET INSIGHT - STELIOS KOLLINTZAS
The impact of Hurricane Harvey, which made landfall on 25th of August in South East coastline of Texas area has been the major concern of the shipp ...
Tuesday, 05 September 17
COAL: A STRONG MOVEMENT IN THE COAL MARKET OVER THE SUMMER MONTHS - GEORGE LAZARIDIS
We have been witnessing a strong movement in the coal market over the summer months something that has not only helped boost prices for the commodi ...
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Showing 1951 to 1955 news of total 6871 |
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- ICICI Bank Limited - India
- Grasim Industreis Ltd - India
- Antam Resourcindo - Indonesia
- Heidelberg Cement - Germany
- Global Business Power Corporation, Philippines
- Wilmar Investment Holdings
- Sojitz Corporation - Japan
- Siam City Cement - Thailand
- Bangladesh Power Developement Board
- Commonwealth Bank - Australia
- Metalloyd Limited - United Kingdom
- OPG Power Generation Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Billiton Holdings Pty Ltd - Australia
- Banpu Public Company Limited - Thailand
- Anglo American - United Kingdom
- Economic Council, Georgia
- Gujarat Sidhee Cement - India
- Jindal Steel & Power Ltd - India
- CNBM International Corporation - China
- Manunggal Multi Energi - Indonesia
- McConnell Dowell - Australia
- GMR Energy Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Samtan Co., Ltd - South Korea
- The University of Queensland
- Australian Commodity Traders Exchange
- Ministry of Mines - Canada
- Mercuria Energy - Indonesia
- Electricity Generating Authority of Thailand
- Xindia Steels Limited - India
- Bayan Resources Tbk. - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- ASAPP Information Group - India
- South Luzon Thermal Energy Corporation
- GAC Shipping (India) Pvt Ltd
- Meralco Power Generation, Philippines
- Sarangani Energy Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Tamil Nadu electricity Board
- Tata Chemicals Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ceylon Electricity Board - Sri Lanka
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GVK Power & Infra Limited - India
- Indian Energy Exchange, India
- IEA Clean Coal Centre - UK
- Sinarmas Energy and Mining - Indonesia
- Renaissance Capital - South Africa
- Sindya Power Generating Company Private Ltd
- CIMB Investment Bank - Malaysia
- Ambuja Cements Ltd - India
- Bukit Baiduri Energy - Indonesia
- Timah Investasi Mineral - Indoneisa
- PetroVietnam Power Coal Import and Supply Company
- Eastern Coal Council - USA
- VISA Power Limited - India
- LBH Netherlands Bv - Netherlands
- Savvy Resources Ltd - HongKong
- Kaltim Prima Coal - Indonesia
- Larsen & Toubro Limited - India
- Georgia Ports Authority, United States
- Maharashtra Electricity Regulatory Commission - India
- Baramulti Group, Indonesia
- Malabar Cements Ltd - India
- Uttam Galva Steels Limited - India
- Interocean Group of Companies - India
- Barasentosa Lestari - Indonesia
- Sree Jayajothi Cements Limited - India
- Africa Commodities Group - South Africa
- Pipit Mutiara Jaya. PT, Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Neyveli Lignite Corporation Ltd, - India
- SMC Global Power, Philippines
- Edison Trading Spa - Italy
- Karbindo Abesyapradhi - Indoneisa
- Lanco Infratech Ltd - India
- Maheswari Brothers Coal Limited - India
- Salva Resources Pvt Ltd - India
- Carbofer General Trading SA - India
- Wood Mackenzie - Singapore
- Kumho Petrochemical, South Korea
- Ministry of Finance - Indonesia
- Central Electricity Authority - India
- Borneo Indobara - Indonesia
- Intertek Mineral Services - Indonesia
- Bhatia International Limited - India
- Indian Oil Corporation Limited
- Simpson Spence & Young - Indonesia
- London Commodity Brokers - England
- New Zealand Coal & Carbon
- Coal and Oil Company - UAE
- Petrochimia International Co. Ltd.- Taiwan
- The State Trading Corporation of India Ltd
- Bukit Makmur.PT - Indonesia
- Bhushan Steel Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Gujarat Mineral Development Corp Ltd - India
- Sakthi Sugars Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Cement Manufacturers Association - India
- Makarim & Taira - Indonesia
- Mintek Dendrill Indonesia
- Toyota Tsusho Corporation, Japan
- Coalindo Energy - Indonesia
- Straits Asia Resources Limited - Singapore
- Global Coal Blending Company Limited - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Thiess Contractors Indonesia
- Chettinad Cement Corporation Ltd - India
- TeaM Sual Corporation - Philippines
- Bhoruka Overseas - Indonesia
- Kideco Jaya Agung - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Ministry of Transport, Egypt
- Goldman Sachs - Singapore
- Central Java Power - Indonesia
- India Bulls Power Limited - India
- Posco Energy - South Korea
- TNB Fuel Sdn Bhd - Malaysia
- AsiaOL BioFuels Corp., Philippines
- Binh Thuan Hamico - Vietnam
- Pendopo Energi Batubara - Indonesia
- Karaikal Port Pvt Ltd - India
- Energy Development Corp, Philippines
- Standard Chartered Bank - UAE
- Holcim Trading Pte Ltd - Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indika Energy - Indonesia
- Meenaskhi Energy Private Limited - India
- Agrawal Coal Company - India
- The Treasury - Australian Government
- Mjunction Services Limited - India
- European Bulk Services B.V. - Netherlands
- Attock Cement Pakistan Limited
- PTC India Limited - India
- PowerSource Philippines DevCo
- IHS Mccloskey Coal Group - USA
- Globalindo Alam Lestari - Indonesia
- Deloitte Consulting - India
- Essar Steel Hazira Ltd - India
- Altura Mining Limited, Indonesia
- MS Steel International - UAE
- Asmin Koalindo Tuhup - Indonesia
- Parliament of New Zealand
- Aboitiz Power Corporation - Philippines
- Vizag Seaport Private Limited - India
- Thai Mozambique Logistica
- Bahari Cakrawala Sebuku - Indonesia
- Indo Tambangraya Megah - Indonesia
- Indogreen Group - Indonesia
- Ind-Barath Power Infra Limited - India
- Indonesian Coal Mining Association
- Sical Logistics Limited - India
- Rashtriya Ispat Nigam Limited - India
- Independent Power Producers Association of India
- Iligan Light & Power Inc, Philippines
- Port Waratah Coal Services - Australia
- Rio Tinto Coal - Australia
- Semirara Mining and Power Corporation, Philippines
- Planning Commission, India
- Bukit Asam (Persero) Tbk - Indonesia
- Parry Sugars Refinery, India
- Jaiprakash Power Ventures ltd
- Kartika Selabumi Mining - Indonesia
- Marubeni Corporation - India
- Directorate General of MIneral and Coal - Indonesia
- Minerals Council of Australia
- Oldendorff Carriers - Singapore
- Bharathi Cement Corporation - India
- Singapore Mercantile Exchange
- Petron Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Bulk Trading Sa - Switzerland
- Medco Energi Mining Internasional
- Electricity Authority, New Zealand
- Siam City Cement PLC, Thailand
- Kepco SPC Power Corporation, Philippines
- Videocon Industries ltd - India
- PNOC Exploration Corporation - Philippines
- Alfred C Toepfer International GmbH - Germany
- Romanian Commodities Exchange
- Gujarat Electricity Regulatory Commission - India
- Therma Luzon, Inc, Philippines
- Madhucon Powers Ltd - India
- San Jose City I Power Corp, Philippines
- SMG Consultants - Indonesia
- Merrill Lynch Commodities Europe
- Dalmia Cement Bharat India
- Orica Australia Pty. Ltd.
- Star Paper Mills Limited - India
- Kapuas Tunggal Persada - Indonesia
- Chamber of Mines of South Africa
- Global Green Power PLC Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Semirara Mining Corp, Philippines
- Directorate Of Revenue Intelligence - India
- Mercator Lines Limited - India
- International Coal Ventures Pvt Ltd - India
- Aditya Birla Group - India
- Kobexindo Tractors - Indoneisa
- Vedanta Resources Plc - India
- Australian Coal Association
- Energy Link Ltd, New Zealand
- Coastal Gujarat Power Limited - India
- GN Power Mariveles Coal Plant, Philippines
- White Energy Company Limited
- Bank of Tokyo Mitsubishi UFJ Ltd
- Trasteel International SA, Italy
- Orica Mining Services - Indonesia
- Latin American Coal - Colombia
- Formosa Plastics Group - Taiwan
- Eastern Energy - Thailand
- Power Finance Corporation Ltd., India
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