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.
|
|
Monday, 08 October 18
KOMIPO INVITES BIDS FOR 520,000 TONS OF COLOMBIAN ORIGIN OF 5,700 NAR COAL
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued a tender for 520,000 MT of min. 5700 NAR coal of Colombian origin ...
Sunday, 07 October 18
SUPRAMAX: INDO-INDIA USUAL COAL RUNS WERE COVERED AT US$ 12K - FEARNLEYS
Capesize
Average daily earnings up close to 15 pct in 5 trading days, thus patience finally paying off for owners of the big ships - Chinese play ...
Sunday, 07 October 18
A CASE FOR 20/20 VISION? IMO'S LOW SULPHUR FUEL LIMIT UNDER MARPOL ANNEX VI WHICH COMES INTO FORCE ON 1ST JANUARY 2020
KNOWLEDGE TO ELEVATE
The implementation of the global 0.5% sulphur cap for bunker fuel under MARPOL Annex VI in just under 18 months’ ti ...
Friday, 05 October 18
COAL PRODUCTION REACHES 64% OF 2018 TARGET : THE JAKARTA POST
National coal production up to August has already reached 311 million tons, or 64 percent of this year's total target of 485 million tons, acco ...
Wednesday, 03 October 18
VALUE OF AUSTRALIAN COAL EXPORTS TIPPED TO DECLINE SHARPLY OVER NEXT 18 MONTHS - THE GUARDIAN
Thermal coal prices forecast to drop 25% and metallurgical coal prices 23% as value of iron ore exports also falls
The value of Aust ...
|
|
|
Showing 1596 to 1600 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Bukit Makmur.PT - Indonesia
- Indogreen Group - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Globalindo Alam Lestari - Indonesia
- Orica Mining Services - Indonesia
- Singapore Mercantile Exchange
- Timah Investasi Mineral - Indoneisa
- Minerals Council of Australia
- Jaiprakash Power Ventures ltd
- Antam Resourcindo - Indonesia
- PTC India Limited - India
- AsiaOL BioFuels Corp., Philippines
- Vizag Seaport Private Limited - India
- Ministry of Mines - Canada
- Indonesian Coal Mining Association
- Tamil Nadu electricity Board
- Economic Council, Georgia
- Xindia Steels Limited - India
- Thai Mozambique Logistica
- Maharashtra Electricity Regulatory Commission - India
- Toyota Tsusho Corporation, Japan
- Sindya Power Generating Company Private Ltd
- London Commodity Brokers - England
- Metalloyd Limited - United Kingdom
- Kapuas Tunggal Persada - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Aboitiz Power Corporation - Philippines
- Price Waterhouse Coopers - Russia
- Larsen & Toubro Limited - India
- Australian Commodity Traders Exchange
- Rashtriya Ispat Nigam Limited - India
- PowerSource Philippines DevCo
- Ministry of Finance - Indonesia
- SMG Consultants - Indonesia
- Simpson Spence & Young - Indonesia
- The Treasury - Australian Government
- LBH Netherlands Bv - Netherlands
- Neyveli Lignite Corporation Ltd, - India
- Riau Bara Harum - Indonesia
- Wilmar Investment Holdings
- Power Finance Corporation Ltd., India
- PNOC Exploration Corporation - Philippines
- Sical Logistics Limited - India
- Chettinad Cement Corporation Ltd - India
- Siam City Cement PLC, Thailand
- Bangladesh Power Developement Board
- Bank of Tokyo Mitsubishi UFJ Ltd
- Banpu Public Company Limited - Thailand
- Central Java Power - Indonesia
- Trasteel International SA, Italy
- PetroVietnam Power Coal Import and Supply Company
- Cigading International Bulk Terminal - Indonesia
- GAC Shipping (India) Pvt Ltd
- Barasentosa Lestari - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- SMC Global Power, Philippines
- Mercator Lines Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Mjunction Services Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Manunggal Multi Energi - Indonesia
- Directorate Of Revenue Intelligence - India
- Petron Corporation, Philippines
- Standard Chartered Bank - UAE
- Straits Asia Resources Limited - Singapore
- Edison Trading Spa - Italy
- New Zealand Coal & Carbon
- Mercuria Energy - Indonesia
- Therma Luzon, Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Savvy Resources Ltd - HongKong
- White Energy Company Limited
- Bharathi Cement Corporation - India
- Bahari Cakrawala Sebuku - Indonesia
- Uttam Galva Steels Limited - India
- Bhatia International Limited - India
- South Luzon Thermal Energy Corporation
- Meenaskhi Energy Private Limited - India
- Rio Tinto Coal - Australia
- Siam City Cement - Thailand
- Sojitz Corporation - Japan
- Africa Commodities Group - South Africa
- Indo Tambangraya Megah - Indonesia
- Central Electricity Authority - India
- Australian Coal Association
- Commonwealth Bank - Australia
- Global Coal Blending Company Limited - Australia
- IEA Clean Coal Centre - UK
- VISA Power Limited - India
- Medco Energi Mining Internasional
- Georgia Ports Authority, United States
- Energy Development Corp, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Coastal Gujarat Power Limited - India
- Kepco SPC Power Corporation, Philippines
- Baramulti Group, Indonesia
- The University of Queensland
- Altura Mining Limited, Indonesia
- GVK Power & Infra Limited - India
- Aditya Birla Group - India
- Posco Energy - South Korea
- Star Paper Mills Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Heidelberg Cement - Germany
- India Bulls Power Limited - India
- Tata Chemicals Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Attock Cement Pakistan Limited
- Kideco Jaya Agung - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Indian Oil Corporation Limited
- Marubeni Corporation - India
- Maheswari Brothers Coal Limited - India
- ICICI Bank Limited - India
- Iligan Light & Power Inc, Philippines
- Coal and Oil Company - UAE
- GMR Energy Limited - India
- Agrawal Coal Company - India
- Cement Manufacturers Association - India
- Global Green Power PLC Corporation, Philippines
- Electricity Generating Authority of Thailand
- Gujarat Mineral Development Corp Ltd - India
- Dalmia Cement Bharat India
- The State Trading Corporation of India Ltd
- Borneo Indobara - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Intertek Mineral Services - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Planning Commission, India
- Vijayanagar Sugar Pvt Ltd - India
- Ambuja Cements Ltd - India
- Port Waratah Coal Services - Australia
- San Jose City I Power Corp, Philippines
- Anglo American - United Kingdom
- European Bulk Services B.V. - Netherlands
- Kohat Cement Company Ltd. - Pakistan
- ASAPP Information Group - India
- Mintek Dendrill Indonesia
- Wood Mackenzie - Singapore
- Kaltim Prima Coal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Sakthi Sugars Limited - India
- MS Steel International - UAE
- CIMB Investment Bank - Malaysia
- Sree Jayajothi Cements Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Makarim & Taira - Indonesia
- SN Aboitiz Power Inc, Philippines
- Bayan Resources Tbk. - Indonesia
- TeaM Sual Corporation - Philippines
- Billiton Holdings Pty Ltd - Australia
- Global Business Power Corporation, Philippines
- Madhucon Powers Ltd - India
- Electricity Authority, New Zealand
- Independent Power Producers Association of India
- Bhushan Steel Limited - India
- Parry Sugars Refinery, India
- Kartika Selabumi Mining - Indonesia
- Thiess Contractors Indonesia
- Ind-Barath Power Infra Limited - India
- IHS Mccloskey Coal Group - USA
- Carbofer General Trading SA - India
- Bukit Baiduri Energy - Indonesia
- Gujarat Sidhee Cement - India
- Semirara Mining Corp, Philippines
- Kobexindo Tractors - Indoneisa
- Merrill Lynch Commodities Europe
- Kumho Petrochemical, South Korea
- Bhoruka Overseas - Indonesia
- Eastern Energy - Thailand
- Orica Australia Pty. Ltd.
- Malabar Cements Ltd - India
- Sarangani Energy Corporation, Philippines
- Bulk Trading Sa - Switzerland
- Salva Resources Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- Goldman Sachs - Singapore
- Vedanta Resources Plc - India
- GN Power Mariveles Coal Plant, Philippines
- Romanian Commodities Exchange
- Indian Energy Exchange, India
- Miang Besar Coal Terminal - Indonesia
- Energy Link Ltd, New Zealand
- Pendopo Energi Batubara - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Samtan Co., Ltd - South Korea
- Jorong Barutama Greston.PT - Indonesia
- Eastern Coal Council - USA
- Coalindo Energy - Indonesia
- Interocean Group of Companies - India
- Ceylon Electricity Board - Sri Lanka
- Indika Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Lanco Infratech Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Jindal Steel & Power Ltd - India
- McConnell Dowell - Australia
- Alfred C Toepfer International GmbH - Germany
- Latin American Coal - Colombia
- Ministry of Transport, Egypt
- Parliament of New Zealand
- CNBM International Corporation - China
- Renaissance Capital - South Africa
- Chamber of Mines of South Africa
- International Coal Ventures Pvt Ltd - India
- Videocon Industries ltd - India
- Oldendorff Carriers - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Formosa Plastics Group - Taiwan
- Deloitte Consulting - India
- Meralco Power Generation, Philippines
- Binh Thuan Hamico - Vietnam
- Grasim Industreis Ltd - India
|
| |
| |
|
