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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, 03 October 18
SHIPPING MARKET INSIGHT - KATERINA RESTIS
The bunker fuel supply and availability landscape is close to its transformation with the enforcement of the IMO’s global 0.5% fuel Sulphur c ...
Tuesday, 02 October 18
PANAMAX: A FURTHER RISE ACROSS ALL MAIN ROUTES THIS WEEK - ALLIED
Capesize
Finally an upward recovery was in sight in the spot market the past few days, after the prolonged negative pressure noted the weeks pr ...
Tuesday, 02 October 18
THE PRICE OF OIL CONTINUES ITS CLIMB AMIDST A SERIES OF CONCERNS REGARDING SUPPLY CONSTRAINTS - GEORGE LAZARIDIS
It has been a busy week for oil traders as the price of oil continues its climb amidst a series of concerns regarding supply constraints.
...
Tuesday, 02 October 18
INDONESIA GETS READY TO MEET INCREASED COAL DEMAND FROM CHINA, FREIGHT TO RESPOND - MIKAL BOE
Indonesian coal suppliers have increased their domestic coal production target by 4.5 percent from a previous 485 million tonnes to a massive 507 m ...
Monday, 01 October 18
SUPRAMAX: A 56,000 DWT FIXED DELIVERY FOR A SURABAYA TRIP WITH REDELIVERY TO WEST COAST INDIA AT $13,500 - THE BALTIC BRIEFING
Capesize
A stop-start market for the big ships with many expectations and few fulfilled. Holidays curtailed trading early in the week, but the ...
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Showing 1601 to 1605 news of total 6871 |
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- Edison Trading Spa - Italy
- Mercuria Energy - Indonesia
- GVK Power & Infra Limited - India
- Karaikal Port Pvt Ltd - India
- Marubeni Corporation - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Thai Mozambique Logistica
- McConnell Dowell - Australia
- Thiess Contractors Indonesia
- Ministry of Finance - Indonesia
- Videocon Industries ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Bank of Tokyo Mitsubishi UFJ Ltd
- London Commodity Brokers - England
- Economic Council, Georgia
- Planning Commission, India
- Gujarat Electricity Regulatory Commission - India
- Port Waratah Coal Services - Australia
- Energy Link Ltd, New Zealand
- Siam City Cement - Thailand
- Romanian Commodities Exchange
- Electricity Generating Authority of Thailand
- Heidelberg Cement - Germany
- Anglo American - United Kingdom
- Commonwealth Bank - Australia
- Leighton Contractors Pty Ltd - Australia
- Kapuas Tunggal Persada - Indonesia
- ASAPP Information Group - India
- Goldman Sachs - Singapore
- Ministry of Mines - Canada
- Parry Sugars Refinery, India
- Larsen & Toubro Limited - India
- Tata Chemicals Ltd - India
- Global Business Power Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Ceylon Electricity Board - Sri Lanka
- Kideco Jaya Agung - Indonesia
- Indian Oil Corporation Limited
- Sinarmas Energy and Mining - Indonesia
- GMR Energy Limited - India
- Altura Mining Limited, Indonesia
- Therma Luzon, Inc, Philippines
- Sakthi Sugars Limited - India
- Cigading International Bulk Terminal - Indonesia
- Parliament of New Zealand
- Vijayanagar Sugar Pvt Ltd - India
- Mjunction Services Limited - India
- Kaltim Prima Coal - Indonesia
- Rio Tinto Coal - Australia
- Asmin Koalindo Tuhup - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Formosa Plastics Group - Taiwan
- Ambuja Cements Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Holcim Trading Pte Ltd - Singapore
- IEA Clean Coal Centre - UK
- Central Electricity Authority - India
- Toyota Tsusho Corporation, Japan
- Bhoruka Overseas - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Mintek Dendrill Indonesia
- Sarangani Energy Corporation, Philippines
- Indika Energy - Indonesia
- Eastern Coal Council - USA
- SN Aboitiz Power Inc, Philippines
- Directorate Of Revenue Intelligence - India
- Dalmia Cement Bharat India
- PNOC Exploration Corporation - Philippines
- Xindia Steels Limited - India
- Pendopo Energi Batubara - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- The University of Queensland
- Coastal Gujarat Power Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- VISA Power Limited - India
- Wilmar Investment Holdings
- Posco Energy - South Korea
- Bulk Trading Sa - Switzerland
- Deloitte Consulting - India
- Binh Thuan Hamico - Vietnam
- Riau Bara Harum - Indonesia
- Energy Development Corp, Philippines
- SMG Consultants - Indonesia
- Uttam Galva Steels Limited - India
- Lanco Infratech Ltd - India
- GAC Shipping (India) Pvt Ltd
- Cement Manufacturers Association - India
- Independent Power Producers Association of India
- Savvy Resources Ltd - HongKong
- Antam Resourcindo - Indonesia
- Sindya Power Generating Company Private Ltd
- Georgia Ports Authority, United States
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Coalindo Energy - Indonesia
- Bharathi Cement Corporation - India
- Banpu Public Company Limited - Thailand
- Bukit Baiduri Energy - Indonesia
- Tamil Nadu electricity Board
- India Bulls Power Limited - India
- Grasim Industreis Ltd - India
- Simpson Spence & Young - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Trasteel International SA, Italy
- SMC Global Power, Philippines
- Samtan Co., Ltd - South Korea
- Borneo Indobara - Indonesia
- White Energy Company Limited
- Aditya Birla Group - India
- Bangladesh Power Developement Board
- Neyveli Lignite Corporation Ltd, - India
- OPG Power Generation Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Standard Chartered Bank - UAE
- The State Trading Corporation of India Ltd
- Carbofer General Trading SA - India
- LBH Netherlands Bv - Netherlands
- Coal and Oil Company - UAE
- CNBM International Corporation - China
- CIMB Investment Bank - Malaysia
- Bahari Cakrawala Sebuku - Indonesia
- Sojitz Corporation - Japan
- Sree Jayajothi Cements Limited - India
- Australian Coal Association
- Semirara Mining Corp, Philippines
- Essar Steel Hazira Ltd - India
- Merrill Lynch Commodities Europe
- Meenaskhi Energy Private Limited - India
- Manunggal Multi Energi - Indonesia
- Bhushan Steel Limited - India
- Siam City Cement PLC, Thailand
- Wood Mackenzie - Singapore
- Indogreen Group - Indonesia
- Price Waterhouse Coopers - Russia
- Central Java Power - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Kobexindo Tractors - Indoneisa
- Vizag Seaport Private Limited - India
- Alfred C Toepfer International GmbH - Germany
- Makarim & Taira - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Singapore Mercantile Exchange
- Billiton Holdings Pty Ltd - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- European Bulk Services B.V. - Netherlands
- Interocean Group of Companies - India
- PTC India Limited - India
- Krishnapatnam Port Company Ltd. - India
- Metalloyd Limited - United Kingdom
- Barasentosa Lestari - Indonesia
- Indonesian Coal Mining Association
- Vedanta Resources Plc - India
- Meralco Power Generation, Philippines
- Attock Cement Pakistan Limited
- Globalindo Alam Lestari - Indonesia
- Global Coal Blending Company Limited - Australia
- Australian Commodity Traders Exchange
- Bukit Makmur.PT - Indonesia
- Jindal Steel & Power Ltd - India
- Medco Energi Mining Internasional
- Maheswari Brothers Coal Limited - India
- Indo Tambangraya Megah - Indonesia
- Madhucon Powers Ltd - India
- IHS Mccloskey Coal Group - USA
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Timah Investasi Mineral - Indoneisa
- Baramulti Group, Indonesia
- Miang Besar Coal Terminal - Indonesia
- Eastern Energy - Thailand
- Kepco SPC Power Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- The Treasury - Australian Government
- Chettinad Cement Corporation Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Kartika Selabumi Mining - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Orica Australia Pty. Ltd.
- International Coal Ventures Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Chamber of Mines of South Africa
- Orica Mining Services - Indonesia
- Electricity Authority, New Zealand
- Straits Asia Resources Limited - Singapore
- Jaiprakash Power Ventures ltd
- Mercator Lines Limited - India
- Rashtriya Ispat Nigam Limited - India
- Malabar Cements Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Star Paper Mills Limited - India
- Oldendorff Carriers - Singapore
- Bayan Resources Tbk. - Indonesia
- Ministry of Transport, Egypt
- Africa Commodities Group - South Africa
- Maharashtra Electricity Regulatory Commission - India
- Renaissance Capital - South Africa
- Gujarat Sidhee Cement - India
- Petron Corporation, Philippines
- MS Steel International - UAE
- Offshore Bulk Terminal Pte Ltd, Singapore
- Latin American Coal - Colombia
- Bhatia International Limited - India
- South Luzon Thermal Energy Corporation
- San Jose City I Power Corp, Philippines
- PowerSource Philippines DevCo
- Aboitiz Power Corporation - Philippines
- Ind-Barath Power Infra Limited - India
- ICICI Bank Limited - India
- Sical Logistics Limited - India
- Semirara Mining and Power Corporation, Philippines
- New Zealand Coal & Carbon
- Minerals Council of Australia
- Power Finance Corporation Ltd., India
- Agrawal Coal Company - India
- Iligan Light & Power Inc, Philippines
- Global Green Power PLC Corporation, Philippines
- Indian Energy Exchange, India
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