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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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Tuesday, 25 September 18
THE INCONVENIENT TRUTH OF RISING COAL PRICES - FORBES
Coal prices are not supposed to be rising as governments tighten environmental controls but that’s precisely what is happening at the premium ...
Saturday, 22 September 18
SHIPOWNERS URGENTLY NEED A FUEL-MANAGEMENT PLAN - METTE KRONHOLM FRAENDE, BIMCO
With the majority of ship operators expected to choose low-sulphur fuel over scrubbers to comply with the new IMO sulphur cap regulation, all eyes ...
Saturday, 22 September 18
GERMANY'S MOVE TO SCRAP COAL WILL COST TAXPAYERS - BRIAN PARKIN | WILLIAM WILKES
Chancellor Angela Merkel’s plan to close Germany’s remaining coal-fired power stations will drive up subsidies for regions that mine th ...
Saturday, 22 September 18
FITCH RATINGS: WORLD GROWTH FORECAST CUT ON US-CHINA TRADE BATTLE
Protectionist US trade policies have now reached the point where they are materially affecting what remains a strong global growth outlook, with th ...
Tuesday, 18 September 18
COOLING OUTLOOK FOR COAL - KATE JONES
At a time of increasing focus on the renewables market as the world seeks to clean up its act to prevent climate change, what is the outlook like f ...
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Showing 1611 to 1615 news of total 6871 |
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- Mercator Lines Limited - India
- Altura Mining Limited, Indonesia
- Siam City Cement PLC, Thailand
- Ind-Barath Power Infra Limited - India
- Formosa Plastics Group - Taiwan
- Orica Australia Pty. Ltd.
- Toyota Tsusho Corporation, Japan
- Rashtriya Ispat Nigam Limited - India
- Intertek Mineral Services - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Minerals Council of Australia
- Bulk Trading Sa - Switzerland
- AsiaOL BioFuels Corp., Philippines
- McConnell Dowell - Australia
- Essar Steel Hazira Ltd - India
- LBH Netherlands Bv - Netherlands
- ASAPP Information Group - India
- Maharashtra Electricity Regulatory Commission - India
- Edison Trading Spa - Italy
- Kobexindo Tractors - Indoneisa
- Wood Mackenzie - Singapore
- Samtan Co., Ltd - South Korea
- Borneo Indobara - Indonesia
- Electricity Generating Authority of Thailand
- Global Green Power PLC Corporation, Philippines
- Agrawal Coal Company - India
- Kalimantan Lumbung Energi - Indonesia
- Jindal Steel & Power Ltd - India
- Goldman Sachs - Singapore
- MS Steel International - UAE
- Krishnapatnam Port Company Ltd. - India
- Bukit Makmur.PT - Indonesia
- Eastern Energy - Thailand
- Trasteel International SA, Italy
- Indian Energy Exchange, India
- Bukit Asam (Persero) Tbk - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Banpu Public Company Limited - Thailand
- Jaiprakash Power Ventures ltd
- IHS Mccloskey Coal Group - USA
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Marubeni Corporation - India
- Bangladesh Power Developement Board
- Semirara Mining and Power Corporation, Philippines
- Vedanta Resources Plc - India
- Sree Jayajothi Cements Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Kideco Jaya Agung - Indonesia
- Australian Commodity Traders Exchange
- Thai Mozambique Logistica
- Chamber of Mines of South Africa
- Vizag Seaport Private Limited - India
- European Bulk Services B.V. - Netherlands
- Kaltim Prima Coal - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Ministry of Transport, Egypt
- Sindya Power Generating Company Private Ltd
- Interocean Group of Companies - India
- Gujarat Electricity Regulatory Commission - India
- The Treasury - Australian Government
- Malabar Cements Ltd - India
- SMG Consultants - Indonesia
- Chettinad Cement Corporation Ltd - India
- GVK Power & Infra Limited - India
- Anglo American - United Kingdom
- TNB Fuel Sdn Bhd - Malaysia
- The State Trading Corporation of India Ltd
- Bukit Baiduri Energy - Indonesia
- Pendopo Energi Batubara - Indonesia
- Salva Resources Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- Miang Besar Coal Terminal - Indonesia
- Coal and Oil Company - UAE
- Binh Thuan Hamico - Vietnam
- Latin American Coal - Colombia
- Mintek Dendrill Indonesia
- Ceylon Electricity Board - Sri Lanka
- Simpson Spence & Young - Indonesia
- Central Java Power - Indonesia
- Thiess Contractors Indonesia
- Parry Sugars Refinery, India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Parliament of New Zealand
- Cement Manufacturers Association - India
- Bahari Cakrawala Sebuku - Indonesia
- Xindia Steels Limited - India
- Standard Chartered Bank - UAE
- Indian Oil Corporation Limited
- Merrill Lynch Commodities Europe
- Economic Council, Georgia
- Grasim Industreis Ltd - India
- Kartika Selabumi Mining - Indonesia
- SN Aboitiz Power Inc, Philippines
- White Energy Company Limited
- Bhoruka Overseas - Indonesia
- Maheswari Brothers Coal Limited - India
- Indogreen Group - Indonesia
- Global Business Power Corporation, Philippines
- Sojitz Corporation - Japan
- ICICI Bank Limited - India
- Romanian Commodities Exchange
- Global Coal Blending Company Limited - Australia
- Indo Tambangraya Megah - Indonesia
- Indonesian Coal Mining Association
- GN Power Mariveles Coal Plant, Philippines
- Videocon Industries ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Therma Luzon, Inc, Philippines
- Independent Power Producers Association of India
- San Jose City I Power Corp, Philippines
- Bayan Resources Tbk. - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ambuja Cements Ltd - India
- Carbofer General Trading SA - India
- GAC Shipping (India) Pvt Ltd
- Bhatia International Limited - India
- Uttam Galva Steels Limited - India
- Metalloyd Limited - United Kingdom
- Wilmar Investment Holdings
- Manunggal Multi Energi - Indonesia
- Larsen & Toubro Limited - India
- Siam City Cement - Thailand
- Globalindo Alam Lestari - Indonesia
- OPG Power Generation Pvt Ltd - India
- Star Paper Mills Limited - India
- Neyveli Lignite Corporation Ltd, - India
- India Bulls Power Limited - India
- CIMB Investment Bank - Malaysia
- Renaissance Capital - South Africa
- Coastal Gujarat Power Limited - India
- Deloitte Consulting - India
- Gujarat Mineral Development Corp Ltd - India
- Mjunction Services Limited - India
- Georgia Ports Authority, United States
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Orica Mining Services - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Meralco Power Generation, Philippines
- Tamil Nadu electricity Board
- Karaikal Port Pvt Ltd - India
- Port Waratah Coal Services - Australia
- Bhushan Steel Limited - India
- Alfred C Toepfer International GmbH - Germany
- Ministry of Mines - Canada
- Kepco SPC Power Corporation, Philippines
- Petron Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- London Commodity Brokers - England
- Madhucon Powers Ltd - India
- Cigading International Bulk Terminal - Indonesia
- PowerSource Philippines DevCo
- International Coal Ventures Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Sarangani Energy Corporation, Philippines
- Africa Commodities Group - South Africa
- Rio Tinto Coal - Australia
- Kumho Petrochemical, South Korea
- Billiton Holdings Pty Ltd - Australia
- Medco Energi Mining Internasional
- Energy Development Corp, Philippines
- Bharathi Cement Corporation - India
- TeaM Sual Corporation - Philippines
- VISA Power Limited - India
- Holcim Trading Pte Ltd - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- The University of Queensland
- Indika Energy - Indonesia
- Power Finance Corporation Ltd., India
- Straits Asia Resources Limited - Singapore
- Heidelberg Cement - Germany
- Sakthi Sugars Limited - India
- PNOC Exploration Corporation - Philippines
- Central Electricity Authority - India
- Leighton Contractors Pty Ltd - Australia
- Ministry of Finance - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Commonwealth Bank - Australia
- Aditya Birla Group - India
- Barasentosa Lestari - Indonesia
- Sical Logistics Limited - India
- Aboitiz Power Corporation - Philippines
- CNBM International Corporation - China
- Directorate Of Revenue Intelligence - India
- New Zealand Coal & Carbon
- Energy Link Ltd, New Zealand
- Antam Resourcindo - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- South Luzon Thermal Energy Corporation
- Planning Commission, India
- PTC India Limited - India
- Eastern Coal Council - USA
- Timah Investasi Mineral - Indoneisa
- Directorate General of MIneral and Coal - Indonesia
- Mercuria Energy - Indonesia
- Dalmia Cement Bharat India
- Kapuas Tunggal Persada - Indonesia
- Semirara Mining Corp, Philippines
- Gujarat Sidhee Cement - India
- GMR Energy Limited - India
- Lanco Infratech Ltd - India
- Tata Chemicals Ltd - India
- Posco Energy - South Korea
- Savvy Resources Ltd - HongKong
- Makarim & Taira - Indonesia
- Australian Coal Association
- Singapore Mercantile Exchange
- Baramulti Group, Indonesia
- Attock Cement Pakistan Limited
- Oldendorff Carriers - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Electricity Authority, New Zealand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Iligan Light & Power Inc, Philippines
- IEA Clean Coal Centre - UK
- Coalindo Energy - Indonesia
- Price Waterhouse Coopers - Russia
- SMC Global Power, Philippines
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