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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, 17 October 18
SHIPPING MARKET INSIGHT - TIMOS PAPADIMITRIOU
In the last three months approximately 72 tankers changed hands involving ships larger than 33kdwt up to VLCC. 43 of those vessels had to do ...
Tuesday, 16 October 18
A PRACTICAL OVERVIEW OF THE IMO 2020 SULPHUR CAP - CLYDE&CO
KNOWLEDGE TO ELEVATE
With less than eighteen months before Regulation 14.1.3 of Annex VI of the MARPOL Convention comes into effect, there are ...
Saturday, 13 October 18
SUPRAMAX: SIGNIFICANT ACTIVITY IN THE INDIAN OCEAN WAS EVIDENT AND RATES JUMPED - BALTIC BRIEFING
Capesize
A sharp reversal of fortunes for the big ships as the week closed after a depressed beginning. To start with drops were sudden, with t ...
Wednesday, 10 October 18
SHIPPING MARKET INSIGHT - ILIAS M. LALAOUNIS
During the end of last month the BHSI was hovering around 630 points, while the last observed sale on a 10-yr old Japanese Handy was the M/V Van Im ...
Monday, 08 October 18
INDONESIAN THERMAL COAL PRICE REFERENCE FELL 3.74% IN OCTOBER 2018
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down the benchmark price of Indonesian thermal ...
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- TeaM Sual Corporation - Philippines
- Indian Energy Exchange, India
- International Coal Ventures Pvt Ltd - India
- Trasteel International SA, Italy
- GN Power Mariveles Coal Plant, Philippines
- Star Paper Mills Limited - India
- Kideco Jaya Agung - Indonesia
- Jaiprakash Power Ventures ltd
- PNOC Exploration Corporation - Philippines
- The Treasury - Australian Government
- Rashtriya Ispat Nigam Limited - India
- Leighton Contractors Pty Ltd - Australia
- Price Waterhouse Coopers - Russia
- Ind-Barath Power Infra Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sindya Power Generating Company Private Ltd
- GMR Energy Limited - India
- Heidelberg Cement - Germany
- Sarangani Energy Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Gujarat Electricity Regulatory Commission - India
- Attock Cement Pakistan Limited
- SMC Global Power, Philippines
- Krishnapatnam Port Company Ltd. - India
- Power Finance Corporation Ltd., India
- Oldendorff Carriers - Singapore
- Asmin Koalindo Tuhup - Indonesia
- Thai Mozambique Logistica
- Sinarmas Energy and Mining - Indonesia
- Kepco SPC Power Corporation, Philippines
- Eastern Energy - Thailand
- Salva Resources Pvt Ltd - India
- Australian Commodity Traders Exchange
- Sree Jayajothi Cements Limited - India
- Orica Australia Pty. Ltd.
- Kapuas Tunggal Persada - Indonesia
- Mintek Dendrill Indonesia
- Interocean Group of Companies - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Petron Corporation, Philippines
- Indika Energy - Indonesia
- White Energy Company Limited
- Mercuria Energy - Indonesia
- Videocon Industries ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Carbofer General Trading SA - India
- Parry Sugars Refinery, India
- Marubeni Corporation - India
- Deloitte Consulting - India
- Kalimantan Lumbung Energi - Indonesia
- Malabar Cements Ltd - India
- Parliament of New Zealand
- Semirara Mining and Power Corporation, Philippines
- Edison Trading Spa - Italy
- European Bulk Services B.V. - Netherlands
- Jorong Barutama Greston.PT - Indonesia
- Merrill Lynch Commodities Europe
- Port Waratah Coal Services - Australia
- Chamber of Mines of South Africa
- New Zealand Coal & Carbon
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Formosa Plastics Group - Taiwan
- Binh Thuan Hamico - Vietnam
- Essar Steel Hazira Ltd - India
- Sakthi Sugars Limited - India
- Semirara Mining Corp, Philippines
- South Luzon Thermal Energy Corporation
- Ambuja Cements Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Lanco Infratech Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Global Green Power PLC Corporation, Philippines
- Romanian Commodities Exchange
- London Commodity Brokers - England
- Kobexindo Tractors - Indoneisa
- Energy Link Ltd, New Zealand
- Electricity Generating Authority of Thailand
- Chettinad Cement Corporation Ltd - India
- GAC Shipping (India) Pvt Ltd
- Rio Tinto Coal - Australia
- Vedanta Resources Plc - India
- CIMB Investment Bank - Malaysia
- Barasentosa Lestari - Indonesia
- Makarim & Taira - Indonesia
- Ministry of Finance - Indonesia
- AsiaOL BioFuels Corp., Philippines
- CNBM International Corporation - China
- Bhushan Steel Limited - India
- Madhucon Powers Ltd - India
- Borneo Indobara - Indonesia
- Baramulti Group, Indonesia
- Anglo American - United Kingdom
- Siam City Cement PLC, Thailand
- OPG Power Generation Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Manunggal Multi Energi - Indonesia
- Aditya Birla Group - India
- Coastal Gujarat Power Limited - India
- Karaikal Port Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bhoruka Overseas - Indonesia
- Energy Development Corp, Philippines
- ICICI Bank Limited - India
- Cigading International Bulk Terminal - Indonesia
- Standard Chartered Bank - UAE
- The State Trading Corporation of India Ltd
- Straits Asia Resources Limited - Singapore
- Global Business Power Corporation, Philippines
- Altura Mining Limited, Indonesia
- Metalloyd Limited - United Kingdom
- IHS Mccloskey Coal Group - USA
- TNB Fuel Sdn Bhd - Malaysia
- Vijayanagar Sugar Pvt Ltd - India
- Mjunction Services Limited - India
- IEA Clean Coal Centre - UK
- Medco Energi Mining Internasional
- Directorate General of MIneral and Coal - Indonesia
- Grasim Industreis Ltd - India
- GVK Power & Infra Limited - India
- Mercator Lines Limited - India
- Savvy Resources Ltd - HongKong
- Bukit Makmur.PT - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Renaissance Capital - South Africa
- Independent Power Producers Association of India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Larsen & Toubro Limited - India
- Kumho Petrochemical, South Korea
- Singapore Mercantile Exchange
- Miang Besar Coal Terminal - Indonesia
- Cement Manufacturers Association - India
- McConnell Dowell - Australia
- SMG Consultants - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Siam City Cement - Thailand
- Riau Bara Harum - Indonesia
- Bayan Resources Tbk. - Indonesia
- Uttam Galva Steels Limited - India
- Ministry of Mines - Canada
- Coalindo Energy - Indonesia
- Planning Commission, India
- Coal and Oil Company - UAE
- Directorate Of Revenue Intelligence - India
- Indogreen Group - Indonesia
- Globalindo Alam Lestari - Indonesia
- PTC India Limited - India
- Africa Commodities Group - South Africa
- Ceylon Electricity Board - Sri Lanka
- SN Aboitiz Power Inc, Philippines
- Bharathi Cement Corporation - India
- Indian Oil Corporation Limited
- Orica Mining Services - Indonesia
- Electricity Authority, New Zealand
- VISA Power Limited - India
- Georgia Ports Authority, United States
- Thiess Contractors Indonesia
- Bhatia International Limited - India
- Bulk Trading Sa - Switzerland
- Indonesian Coal Mining Association
- Therma Luzon, Inc, Philippines
- Sical Logistics Limited - India
- Tamil Nadu electricity Board
- Aboitiz Power Corporation - Philippines
- Antam Resourcindo - Indonesia
- Xindia Steels Limited - India
- Kaltim Prima Coal - Indonesia
- Simpson Spence & Young - Indonesia
- Samtan Co., Ltd - South Korea
- India Bulls Power Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Intertek Mineral Services - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Economic Council, Georgia
- Jindal Steel & Power Ltd - India
- Eastern Coal Council - USA
- PowerSource Philippines DevCo
- ASAPP Information Group - India
- Tata Chemicals Ltd - India
- San Jose City I Power Corp, Philippines
- Bukit Baiduri Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Wilmar Investment Holdings
- Dalmia Cement Bharat India
- Central Java Power - Indonesia
- Australian Coal Association
- The University of Queensland
- Commonwealth Bank - Australia
- Bangladesh Power Developement Board
- Gujarat Sidhee Cement - India
- Agrawal Coal Company - India
- Sojitz Corporation - Japan
- Pendopo Energi Batubara - Indonesia
- Minerals Council of Australia
- Wood Mackenzie - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Meralco Power Generation, Philippines
- Toyota Tsusho Corporation, Japan
- Gujarat Mineral Development Corp Ltd - India
- Meenaskhi Energy Private Limited - India
- Global Coal Blending Company Limited - Australia
- Vizag Seaport Private Limited - India
- Central Electricity Authority - India
- Timah Investasi Mineral - Indoneisa
- Kartika Selabumi Mining - Indonesia
- Iligan Light & Power Inc, Philippines
- Indo Tambangraya Megah - Indonesia
- Posco Energy - South Korea
- Latin American Coal - Colombia
- Holcim Trading Pte Ltd - Singapore
- LBH Netherlands Bv - Netherlands
- Goldman Sachs - Singapore
- Ministry of Transport, Egypt
- MS Steel International - UAE
- Maheswari Brothers Coal Limited - India
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