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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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Monday, 17 September 18
GLENCORE RETURNS TO JAPAN COAL TALKS SCUPPERED BY HIGH PRICES - BLOOMBERG
Mining giant Glencore Plc and Japanese utilities have resumed thermal coal supply negotiations, restarting talks that fell apart earlier this year ...
Monday, 17 September 18
SMALL PERCENTAGE OF THE WORLD FLEET WILL FIT SCRUBBERS - FORECASTS : METTE KRONHOLM FRAENDE
In recent months, there have been numerous reports of a strong pick-up in demand for scrubbers. On 1 January 2020, however, the number of ships fit ...
Saturday, 15 September 18
POWERING SUSTAINABLE DEVELOPMENT WITH LOW EMISSION COAL TECHNOLOGIES - WCA
In its 5th Strategic Energy Plan this year (2018), the Japanese Cabinet recognised coal as an important energy resource, necessary for the country& ...
Friday, 14 September 18
10 YEARS ON FROM LEHMAN, HOW IS SHIPPING'S "HANGOVER"? - CLARKSONS RESEARCH
On 15th September 2008, the collapse of Lehman Brothers crystallised the financial crisis and the onset the worst economic downturn for a century. ...
Thursday, 13 September 18
OPEC SEES SLOWER 2019 OIL DEMAND GROWTH, WARNS ON ECONOMY
Crude Oil Price Movements
In August, the OPEC Reference Basket declined by $1.01 m-o-m, settling at $72.26/b. Crude oil futures were also down ...
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Showing 1616 to 1620 news of total 6871 |
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- International Coal Ventures Pvt Ltd - India
- Latin American Coal - Colombia
- Romanian Commodities Exchange
- Carbofer General Trading SA - India
- SN Aboitiz Power Inc, Philippines
- Bayan Resources Tbk. - Indonesia
- Wilmar Investment Holdings
- Electricity Generating Authority of Thailand
- Ministry of Transport, Egypt
- Jorong Barutama Greston.PT - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Merrill Lynch Commodities Europe
- Sarangani Energy Corporation, Philippines
- Grasim Industreis Ltd - India
- Vedanta Resources Plc - India
- Indonesian Coal Mining Association
- Africa Commodities Group - South Africa
- Chamber of Mines of South Africa
- Global Green Power PLC Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Heidelberg Cement - Germany
- Altura Mining Limited, Indonesia
- Kohat Cement Company Ltd. - Pakistan
- South Luzon Thermal Energy Corporation
- Sakthi Sugars Limited - India
- Parliament of New Zealand
- Formosa Plastics Group - Taiwan
- OPG Power Generation Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Simpson Spence & Young - Indonesia
- Orica Mining Services - Indonesia
- Medco Energi Mining Internasional
- SMC Global Power, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- GMR Energy Limited - India
- Eastern Energy - Thailand
- Indogreen Group - Indonesia
- ICICI Bank Limited - India
- New Zealand Coal & Carbon
- Meenaskhi Energy Private Limited - India
- Standard Chartered Bank - UAE
- Kalimantan Lumbung Energi - Indonesia
- PTC India Limited - India
- Meralco Power Generation, Philippines
- Minerals Council of Australia
- Eastern Coal Council - USA
- Chettinad Cement Corporation Ltd - India
- Billiton Holdings Pty Ltd - Australia
- IHS Mccloskey Coal Group - USA
- GAC Shipping (India) Pvt Ltd
- Videocon Industries ltd - India
- Bulk Trading Sa - Switzerland
- Edison Trading Spa - Italy
- Miang Besar Coal Terminal - Indonesia
- Sical Logistics Limited - India
- Power Finance Corporation Ltd., India
- Krishnapatnam Port Company Ltd. - India
- Kumho Petrochemical, South Korea
- Independent Power Producers Association of India
- Bhoruka Overseas - Indonesia
- Coastal Gujarat Power Limited - India
- Oldendorff Carriers - Singapore
- Coal and Oil Company - UAE
- Electricity Authority, New Zealand
- Mjunction Services Limited - India
- Port Waratah Coal Services - Australia
- Ministry of Finance - Indonesia
- Riau Bara Harum - Indonesia
- Mintek Dendrill Indonesia
- Commonwealth Bank - Australia
- Ambuja Cements Ltd - India
- Mercuria Energy - Indonesia
- Banpu Public Company Limited - Thailand
- Therma Luzon, Inc, Philippines
- Salva Resources Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Bukit Baiduri Energy - Indonesia
- Xindia Steels Limited - India
- Siam City Cement - Thailand
- Bukit Makmur.PT - Indonesia
- Madhucon Powers Ltd - India
- Australian Commodity Traders Exchange
- McConnell Dowell - Australia
- Barasentosa Lestari - Indonesia
- Sojitz Corporation - Japan
- Kepco SPC Power Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- Karbindo Abesyapradhi - Indoneisa
- LBH Netherlands Bv - Netherlands
- AsiaOL BioFuels Corp., Philippines
- Kaltim Prima Coal - Indonesia
- Singapore Mercantile Exchange
- Ind-Barath Power Infra Limited - India
- Gujarat Electricity Regulatory Commission - India
- CNBM International Corporation - China
- Petron Corporation, Philippines
- Larsen & Toubro Limited - India
- Aboitiz Power Corporation - Philippines
- Bhushan Steel Limited - India
- Australian Coal Association
- Indika Energy - Indonesia
- Wood Mackenzie - Singapore
- Global Coal Blending Company Limited - Australia
- Posco Energy - South Korea
- Indo Tambangraya Megah - Indonesia
- Bangladesh Power Developement Board
- Bank of Tokyo Mitsubishi UFJ Ltd
- Samtan Co., Ltd - South Korea
- Essar Steel Hazira Ltd - India
- Globalindo Alam Lestari - Indonesia
- Thiess Contractors Indonesia
- Alfred C Toepfer International GmbH - Germany
- Vijayanagar Sugar Pvt Ltd - India
- Indian Oil Corporation Limited
- Intertek Mineral Services - Indonesia
- Agrawal Coal Company - India
- Jaiprakash Power Ventures ltd
- Trasteel International SA, Italy
- Bharathi Cement Corporation - India
- Marubeni Corporation - India
- Mercator Lines Limited - India
- Kobexindo Tractors - Indoneisa
- Neyveli Lignite Corporation Ltd, - India
- Coalindo Energy - Indonesia
- Kartika Selabumi Mining - Indonesia
- Energy Development Corp, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Rio Tinto Coal - Australia
- Planning Commission, India
- Malabar Cements Ltd - India
- India Bulls Power Limited - India
- Anglo American - United Kingdom
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- The University of Queensland
- Economic Council, Georgia
- Baramulti Group, Indonesia
- European Bulk Services B.V. - Netherlands
- Lanco Infratech Ltd - India
- TeaM Sual Corporation - Philippines
- Makarim & Taira - Indonesia
- MS Steel International - UAE
- Attock Cement Pakistan Limited
- Deloitte Consulting - India
- Kapuas Tunggal Persada - Indonesia
- Price Waterhouse Coopers - Russia
- Gujarat Sidhee Cement - India
- GVK Power & Infra Limited - India
- Tata Chemicals Ltd - India
- Aditya Birla Group - India
- Star Paper Mills Limited - India
- PowerSource Philippines DevCo
- Energy Link Ltd, New Zealand
- Central Java Power - Indonesia
- PNOC Exploration Corporation - Philippines
- Toyota Tsusho Corporation, Japan
- ASAPP Information Group - India
- Renaissance Capital - South Africa
- Pipit Mutiara Jaya. PT, Indonesia
- Ceylon Electricity Board - Sri Lanka
- Uttam Galva Steels Limited - India
- Cigading International Bulk Terminal - Indonesia
- Manunggal Multi Energi - Indonesia
- Siam City Cement PLC, Thailand
- London Commodity Brokers - England
- GN Power Mariveles Coal Plant, Philippines
- Pendopo Energi Batubara - Indonesia
- Straits Asia Resources Limited - Singapore
- Cement Manufacturers Association - India
- Interocean Group of Companies - India
- Antam Resourcindo - Indonesia
- Directorate Of Revenue Intelligence - India
- Tamil Nadu electricity Board
- Leighton Contractors Pty Ltd - Australia
- Thai Mozambique Logistica
- PetroVietnam Power Coal Import and Supply Company
- Semirara Mining and Power Corporation, Philippines
- IEA Clean Coal Centre - UK
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Vizag Seaport Private Limited - India
- Jindal Steel & Power Ltd - India
- Global Business Power Corporation, Philippines
- White Energy Company Limited
- Maheswari Brothers Coal Limited - India
- Metalloyd Limited - United Kingdom
- Petrochimia International Co. Ltd.- Taiwan
- San Jose City I Power Corp, Philippines
- Semirara Mining Corp, Philippines
- Kideco Jaya Agung - Indonesia
- Orica Australia Pty. Ltd.
- Karaikal Port Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- The State Trading Corporation of India Ltd
- Indian Energy Exchange, India
- Bukit Asam (Persero) Tbk - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Holcim Trading Pte Ltd - Singapore
- VISA Power Limited - India
- Timah Investasi Mineral - Indoneisa
- Central Electricity Authority - India
- Asmin Koalindo Tuhup - Indonesia
- Savvy Resources Ltd - HongKong
- The Treasury - Australian Government
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Borneo Indobara - Indonesia
- Parry Sugars Refinery, India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- CIMB Investment Bank - Malaysia
- Georgia Ports Authority, United States
- Ministry of Mines - Canada
- SMG Consultants - Indonesia
- Sree Jayajothi Cements Limited - India
- Rashtriya Ispat Nigam Limited - India
- Dalmia Cement Bharat India
- Binh Thuan Hamico - Vietnam
- Goldman Sachs - Singapore
- Bhatia International Limited - India
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