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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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Thursday, 13 September 18
SUPRAMAX: INDO-INDIA COAL RUN WAS FIXED CLOSE TO $16000 ON ULTRA - FEARNLEYS
Capesize
Rates took a further drop in the beginning of the week, to later find a floor around mid-week reaching mid USD 7 level for c5 and just ...
Thursday, 13 September 18
SHIPPING IS INCREASINGLY CAUGHT IN THE TRADE WAR LINE OF CROSSFIRE - PETER SAND
Once again, the already long list of tariffed goods has been made even longer. Many more commodities were hit on 23 August, but September is likely ...
Wednesday, 12 September 18
THE INTERRELATIONSHIP BETWEEN LETTERS OF INDEMNITY AND CHARTERPARTY "TIME BAR" PROVISIONS - STANDARD CLUB
KNOWLEDGE TO ELEVATE
Introduction
A recent English Court of Appeal decision provides important guidance on the applicability of charterpar ...
Wednesday, 12 September 18
IS LNG POISED FOR A NEW GROWTH CYCLE? - WOOD MACKENZIE
Gas needs to work for its long-term sustainability. But the mood music is upbeat. Just 18 months ago the LNG market was depressed, anticipating an ...
Wednesday, 12 September 18
U.S. TOTAL COAL EXPORTS TO BE 107 MMST IN 2018 AND 101 MMST IN 2019 - EIA
EIA forecasts U.S. coal production will decline by 1% to 768 million short tons (MMst) in 2018, despite a 10% (10 MMst) increase in coal exports.
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Showing 1621 to 1625 news of total 6871 |
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- New Zealand Coal & Carbon
- Meralco Power Generation, Philippines
- Tamil Nadu electricity Board
- CNBM International Corporation - China
- Petrochimia International Co. Ltd.- Taiwan
- Makarim & Taira - Indonesia
- Bukit Makmur.PT - Indonesia
- Parry Sugars Refinery, India
- Mintek Dendrill Indonesia
- Bhoruka Overseas - Indonesia
- Semirara Mining Corp, Philippines
- Iligan Light & Power Inc, Philippines
- Global Coal Blending Company Limited - Australia
- Trasteel International SA, Italy
- Jaiprakash Power Ventures ltd
- IEA Clean Coal Centre - UK
- Grasim Industreis Ltd - India
- India Bulls Power Limited - India
- Ind-Barath Power Infra Limited - India
- Larsen & Toubro Limited - India
- Marubeni Corporation - India
- South Luzon Thermal Energy Corporation
- Star Paper Mills Limited - India
- Uttam Galva Steels Limited - India
- Port Waratah Coal Services - Australia
- Siam City Cement PLC, Thailand
- IHS Mccloskey Coal Group - USA
- Energy Link Ltd, New Zealand
- Posco Energy - South Korea
- MS Steel International - UAE
- Indogreen Group - Indonesia
- Sical Logistics Limited - India
- Sree Jayajothi Cements Limited - India
- Petron Corporation, Philippines
- Heidelberg Cement - Germany
- Simpson Spence & Young - Indonesia
- Energy Development Corp, Philippines
- PTC India Limited - India
- Ministry of Finance - Indonesia
- Videocon Industries ltd - India
- Dalmia Cement Bharat India
- Kapuas Tunggal Persada - Indonesia
- Parliament of New Zealand
- Karaikal Port Pvt Ltd - India
- Medco Energi Mining Internasional
- Sojitz Corporation - Japan
- GAC Shipping (India) Pvt Ltd
- Commonwealth Bank - Australia
- Bhushan Steel Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Ambuja Cements Ltd - India
- Bharathi Cement Corporation - India
- Mjunction Services Limited - India
- The University of Queensland
- Renaissance Capital - South Africa
- Gujarat Sidhee Cement - India
- Merrill Lynch Commodities Europe
- Electricity Generating Authority of Thailand
- White Energy Company Limited
- Binh Thuan Hamico - Vietnam
- Barasentosa Lestari - Indonesia
- Interocean Group of Companies - India
- Price Waterhouse Coopers - Russia
- Vedanta Resources Plc - India
- Lanco Infratech Ltd - India
- Coal and Oil Company - UAE
- Aditya Birla Group - India
- Latin American Coal - Colombia
- SMG Consultants - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Bhatia International Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kartika Selabumi Mining - Indonesia
- Indo Tambangraya Megah - Indonesia
- Formosa Plastics Group - Taiwan
- Vizag Seaport Private Limited - India
- Billiton Holdings Pty Ltd - Australia
- Bukit Baiduri Energy - Indonesia
- Xindia Steels Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Rashtriya Ispat Nigam Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Orica Australia Pty. Ltd.
- Indian Oil Corporation Limited
- Essar Steel Hazira Ltd - India
- SMC Global Power, Philippines
- Leighton Contractors Pty Ltd - Australia
- Edison Trading Spa - Italy
- London Commodity Brokers - England
- Baramulti Group, Indonesia
- Meenaskhi Energy Private Limited - India
- Bangladesh Power Developement Board
- Manunggal Multi Energi - Indonesia
- PNOC Exploration Corporation - Philippines
- Wood Mackenzie - Singapore
- Independent Power Producers Association of India
- Coalindo Energy - Indonesia
- Georgia Ports Authority, United States
- Cement Manufacturers Association - India
- Rio Tinto Coal - Australia
- Riau Bara Harum - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Malabar Cements Ltd - India
- Intertek Mineral Services - Indonesia
- SN Aboitiz Power Inc, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Sinarmas Energy and Mining - Indonesia
- Attock Cement Pakistan Limited
- Aboitiz Power Corporation - Philippines
- The Treasury - Australian Government
- Minerals Council of Australia
- Orica Mining Services - Indonesia
- Krishnapatnam Port Company Ltd. - India
- GVK Power & Infra Limited - India
- San Jose City I Power Corp, Philippines
- Madhucon Powers Ltd - India
- Coastal Gujarat Power Limited - India
- Globalindo Alam Lestari - Indonesia
- LBH Netherlands Bv - Netherlands
- Mercuria Energy - Indonesia
- Deloitte Consulting - India
- Sakthi Sugars Limited - India
- Indonesian Coal Mining Association
- Directorate General of MIneral and Coal - Indonesia
- Kobexindo Tractors - Indoneisa
- Ministry of Transport, Egypt
- Agrawal Coal Company - India
- Kideco Jaya Agung - Indonesia
- Bulk Trading Sa - Switzerland
- European Bulk Services B.V. - Netherlands
- AsiaOL BioFuels Corp., Philippines
- Semirara Mining and Power Corporation, Philippines
- Indika Energy - Indonesia
- The State Trading Corporation of India Ltd
- Chamber of Mines of South Africa
- Global Business Power Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Samtan Co., Ltd - South Korea
- Chettinad Cement Corporation Ltd - India
- Central Electricity Authority - India
- Ministry of Mines - Canada
- PetroVietnam Power Coal Import and Supply Company
- Indian Energy Exchange, India
- PowerSource Philippines DevCo
- Vijayanagar Sugar Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- Pipit Mutiara Jaya. PT, Indonesia
- Gujarat Electricity Regulatory Commission - India
- Oldendorff Carriers - Singapore
- Jindal Steel & Power Ltd - India
- Thai Mozambique Logistica
- Singapore Mercantile Exchange
- OPG Power Generation Pvt Ltd - India
- Australian Coal Association
- Central Java Power - Indonesia
- Thiess Contractors Indonesia
- Salva Resources Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Straits Asia Resources Limited - Singapore
- Sindya Power Generating Company Private Ltd
- Miang Besar Coal Terminal - Indonesia
- Kepco SPC Power Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bukit Asam (Persero) Tbk - Indonesia
- Anglo American - United Kingdom
- Asmin Koalindo Tuhup - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- TeaM Sual Corporation - Philippines
- Wilmar Investment Holdings
- Directorate Of Revenue Intelligence - India
- Alfred C Toepfer International GmbH - Germany
- ICICI Bank Limited - India
- Toyota Tsusho Corporation, Japan
- Eastern Coal Council - USA
- Mercator Lines Limited - India
- Goldman Sachs - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ceylon Electricity Board - Sri Lanka
- Carbofer General Trading SA - India
- Economic Council, Georgia
- Romanian Commodities Exchange
- Tata Chemicals Ltd - India
- GMR Energy Limited - India
- Banpu Public Company Limited - Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Metalloyd Limited - United Kingdom
- Therma Luzon, Inc, Philippines
- Siam City Cement - Thailand
- ASAPP Information Group - India
- Jorong Barutama Greston.PT - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Bayan Resources Tbk. - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Maheswari Brothers Coal Limited - India
- Africa Commodities Group - South Africa
- Kaltim Prima Coal - Indonesia
- Sarangani Energy Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Cigading International Bulk Terminal - Indonesia
- Global Green Power PLC Corporation, Philippines
- Electricity Authority, New Zealand
- International Coal Ventures Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Standard Chartered Bank - UAE
- Antam Resourcindo - Indonesia
- Australian Commodity Traders Exchange
- Power Finance Corporation Ltd., India
- Eastern Energy - Thailand
- Planning Commission, India
- VISA Power Limited - India
- Borneo Indobara - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Neyveli Lignite Corporation Ltd, - India
- McConnell Dowell - Australia
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