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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, 24 October 18
MARKET INSIGHT - NASSOS SOULAKIS
Looking at 2018 SnP activity, it is evident that Greek, Chinese and North European (German and Norwegian) owners are the top buying nationalities, ...
Wednesday, 24 October 18
CHINESE POWER PLANT STOCKPILES AT HIGHEST LEVEL SINCE 2015 - JEFFREY LANDSBERG
Chinese power plant coal stockpiles have climbed to approximately 83.3 million tons as of the middle of this month, said Jeffrey Landsberg in his e ...
Tuesday, 23 October 18
WILL THE U.S. COAL DECLINE CONTINUE? - FORBES
What’s Trump’s new coal proposal?
Adding to its controversial plan to leverage federal authority to keep retiring baselo ...
Monday, 22 October 18
CONTINUED HIGH LNG PRICES; TRADE WAR IMPACT LIMITED - FITCH RATINGS
Fitch Ratings expects sustained high spot liquefied natural gas (LNG) and contract prices over the next two quarters on limited investment in LNG e ...
Monday, 22 October 18
WINTER OIL MARKET OUTLOOK - OPEC
The oil market in the winter season is generally characterized by demand for diesel, particularly in the northern hemisphere, leaving product marke ...
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- Siam City Cement - Thailand
- Orica Australia Pty. Ltd.
- Borneo Indobara - Indonesia
- Mintek Dendrill Indonesia
- San Jose City I Power Corp, Philippines
- Intertek Mineral Services - Indonesia
- Carbofer General Trading SA - India
- Mjunction Services Limited - India
- Petron Corporation, Philippines
- Bhushan Steel Limited - India
- Energy Development Corp, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Bhoruka Overseas - Indonesia
- Port Waratah Coal Services - Australia
- PetroVietnam Power Coal Import and Supply Company
- Kaltim Prima Coal - Indonesia
- Indogreen Group - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Global Green Power PLC Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Sarangani Energy Corporation, Philippines
- The State Trading Corporation of India Ltd
- Sinarmas Energy and Mining - Indonesia
- Price Waterhouse Coopers - Russia
- Miang Besar Coal Terminal - Indonesia
- Eastern Coal Council - USA
- Coastal Gujarat Power Limited - India
- London Commodity Brokers - England
- SMG Consultants - Indonesia
- Indian Energy Exchange, India
- GN Power Mariveles Coal Plant, Philippines
- Australian Commodity Traders Exchange
- Cement Manufacturers Association - India
- Bukit Makmur.PT - Indonesia
- Wilmar Investment Holdings
- Commonwealth Bank - Australia
- Globalindo Alam Lestari - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Planning Commission, India
- ASAPP Information Group - India
- Therma Luzon, Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- Madhucon Powers Ltd - India
- Toyota Tsusho Corporation, Japan
- Dalmia Cement Bharat India
- ICICI Bank Limited - India
- SN Aboitiz Power Inc, Philippines
- Eastern Energy - Thailand
- Formosa Plastics Group - Taiwan
- Baramulti Group, Indonesia
- Vedanta Resources Plc - India
- Asmin Koalindo Tuhup - Indonesia
- Altura Mining Limited, Indonesia
- Straits Asia Resources Limited - Singapore
- Singapore Mercantile Exchange
- Ind-Barath Power Infra Limited - India
- IEA Clean Coal Centre - UK
- Vizag Seaport Private Limited - India
- Krishnapatnam Port Company Ltd. - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- VISA Power Limited - India
- Tata Chemicals Ltd - India
- Indian Oil Corporation Limited
- Semirara Mining and Power Corporation, Philippines
- McConnell Dowell - Australia
- Heidelberg Cement - Germany
- Electricity Generating Authority of Thailand
- Metalloyd Limited - United Kingdom
- Binh Thuan Hamico - Vietnam
- International Coal Ventures Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- Iligan Light & Power Inc, Philippines
- Latin American Coal - Colombia
- Kalimantan Lumbung Energi - Indonesia
- Chamber of Mines of South Africa
- Kapuas Tunggal Persada - Indonesia
- Rio Tinto Coal - Australia
- Ceylon Electricity Board - Sri Lanka
- Ministry of Mines - Canada
- Aboitiz Power Corporation - Philippines
- Jorong Barutama Greston.PT - Indonesia
- Goldman Sachs - Singapore
- The Treasury - Australian Government
- Parliament of New Zealand
- Sojitz Corporation - Japan
- PTC India Limited - India
- Electricity Authority, New Zealand
- Videocon Industries ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- GAC Shipping (India) Pvt Ltd
- South Luzon Thermal Energy Corporation
- Meralco Power Generation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Central Java Power - Indonesia
- Economic Council, Georgia
- Independent Power Producers Association of India
- Simpson Spence & Young - Indonesia
- Salva Resources Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Georgia Ports Authority, United States
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sindya Power Generating Company Private Ltd
- Petrochimia International Co. Ltd.- Taiwan
- Bayan Resources Tbk. - Indonesia
- Manunggal Multi Energi - Indonesia
- Orica Mining Services - Indonesia
- Global Business Power Corporation, Philippines
- Medco Energi Mining Internasional
- Global Coal Blending Company Limited - Australia
- Bukit Baiduri Energy - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bulk Trading Sa - Switzerland
- GMR Energy Limited - India
- Holcim Trading Pte Ltd - Singapore
- Deloitte Consulting - India
- Marubeni Corporation - India
- Ministry of Finance - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Savvy Resources Ltd - HongKong
- Karaikal Port Pvt Ltd - India
- Makarim & Taira - Indonesia
- Standard Chartered Bank - UAE
- New Zealand Coal & Carbon
- Central Electricity Authority - India
- Jindal Steel & Power Ltd - India
- Xindia Steels Limited - India
- Bangladesh Power Developement Board
- Star Paper Mills Limited - India
- Larsen & Toubro Limited - India
- Ambuja Cements Ltd - India
- SMC Global Power, Philippines
- Merrill Lynch Commodities Europe
- Maheswari Brothers Coal Limited - India
- Gujarat Sidhee Cement - India
- Bharathi Cement Corporation - India
- Coal and Oil Company - UAE
- The University of Queensland
- Energy Link Ltd, New Zealand
- Chettinad Cement Corporation Ltd - India
- Riau Bara Harum - Indonesia
- Mercuria Energy - Indonesia
- Wood Mackenzie - Singapore
- Kartika Selabumi Mining - Indonesia
- Siam City Cement PLC, Thailand
- Kepco SPC Power Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Banpu Public Company Limited - Thailand
- Indika Energy - Indonesia
- AsiaOL BioFuels Corp., Philippines
- White Energy Company Limited
- GVK Power & Infra Limited - India
- Leighton Contractors Pty Ltd - Australia
- Thai Mozambique Logistica
- Jaiprakash Power Ventures ltd
- Karbindo Abesyapradhi - Indoneisa
- CIMB Investment Bank - Malaysia
- Anglo American - United Kingdom
- Australian Coal Association
- Bukit Asam (Persero) Tbk - Indonesia
- Barasentosa Lestari - Indonesia
- PowerSource Philippines DevCo
- LBH Netherlands Bv - Netherlands
- Essar Steel Hazira Ltd - India
- Minerals Council of Australia
- Meenaskhi Energy Private Limited - India
- Sical Logistics Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Coalindo Energy - Indonesia
- Kumho Petrochemical, South Korea
- Interocean Group of Companies - India
- Pipit Mutiara Jaya. PT, Indonesia
- Posco Energy - South Korea
- Lanco Infratech Ltd - India
- Rashtriya Ispat Nigam Limited - India
- PNOC Exploration Corporation - Philippines
- Bhatia International Limited - India
- Sree Jayajothi Cements Limited - India
- Timah Investasi Mineral - Indoneisa
- Antam Resourcindo - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Edison Trading Spa - Italy
- Samtan Co., Ltd - South Korea
- European Bulk Services B.V. - Netherlands
- Bahari Cakrawala Sebuku - Indonesia
- Mercator Lines Limited - India
- Power Finance Corporation Ltd., India
- Thiess Contractors Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- IHS Mccloskey Coal Group - USA
- Agrawal Coal Company - India
- Indonesian Coal Mining Association
- Aditya Birla Group - India
- India Bulls Power Limited - India
- Sakthi Sugars Limited - India
- Ministry of Transport, Egypt
- Tamil Nadu electricity Board
- Romanian Commodities Exchange
- Semirara Mining Corp, Philippines
- Africa Commodities Group - South Africa
- Renaissance Capital - South Africa
- Kideco Jaya Agung - Indonesia
- CNBM International Corporation - China
- Pendopo Energi Batubara - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- TeaM Sual Corporation - Philippines
- MS Steel International - UAE
- Trasteel International SA, Italy
- Parry Sugars Refinery, India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Uttam Galva Steels Limited - India
- Indo Tambangraya Megah - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Grasim Industreis Ltd - India
- Attock Cement Pakistan Limited
- Malabar Cements Ltd - India
- Oldendorff Carriers - Singapore
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