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.
|
|
Wednesday, 12 September 18
MARINE BUNKERS: THE END OF THE WORLD AS WE KNOW IT - IBIA
KNOWLEDGE TO ELEVATE
The world of bunkers is heading for rapid and fundamental changes and not just because of the 0.50% sulphur cap in 2020. ...
Wednesday, 12 September 18
SHIPPING MARKET INSIGHT - THEODORE NTALAKOS
A recovery in the shipping market since last year has buoyed optimism amongst the people in the industry. Yet if you are to ask most ship-owners if ...
Monday, 10 September 18
HANDYSIZE: PERIOD ACTIVITY REMAINED LIMITED WITH A 37,000DWT REPORTEDLY FIXED FOR FOUR TO SIX MONTHS AT $10,500, OPEN IN MALAYSIA IN MID-SEPTEMBER - BALTIC BRIEFING
Capesize
Rates came under pressure for the big ships last week, despite paper values holding at reasonable levels as these trades continued to ...
Thursday, 06 September 18
INDONESIAN COAL PRICE REFERENCE FALLS FOR FIRST TIME IN 3 MONTHS
COALspot.com: The benchmark price of Indonesian thermal coal falls for first time in three months.
According to the latest min ...
Thursday, 06 September 18
SUPRAMAX: SE ASIA-INDO ROUNDS WITH COAL HAVE BEEN CONCLUDED IN THE $13000S RANGE - FEARNLEYS
Capesize
The big ships experiencing a bump in the road towards what is commonly expected to be by far the best period of this year. Average dai ...
|
|
|
Showing 1626 to 1630 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Agrawal Coal Company - India
- Energy Development Corp, Philippines
- Mjunction Services Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Straits Asia Resources Limited - Singapore
- Chettinad Cement Corporation Ltd - India
- Parliament of New Zealand
- Sarangani Energy Corporation, Philippines
- Madhucon Powers Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Oldendorff Carriers - Singapore
- Anglo American - United Kingdom
- Toyota Tsusho Corporation, Japan
- LBH Netherlands Bv - Netherlands
- Banpu Public Company Limited - Thailand
- Antam Resourcindo - Indonesia
- VISA Power Limited - India
- The University of Queensland
- Kobexindo Tractors - Indoneisa
- Deloitte Consulting - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- PNOC Exploration Corporation - Philippines
- Standard Chartered Bank - UAE
- McConnell Dowell - Australia
- Bhoruka Overseas - Indonesia
- London Commodity Brokers - England
- Planning Commission, India
- Iligan Light & Power Inc, Philippines
- Vizag Seaport Private Limited - India
- Indogreen Group - Indonesia
- Eastern Coal Council - USA
- Petrochimia International Co. Ltd.- Taiwan
- GN Power Mariveles Coal Plant, Philippines
- Riau Bara Harum - Indonesia
- Bukit Makmur.PT - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Kartika Selabumi Mining - Indonesia
- Ministry of Mines - Canada
- Samtan Co., Ltd - South Korea
- SN Aboitiz Power Inc, Philippines
- Jaiprakash Power Ventures ltd
- Holcim Trading Pte Ltd - Singapore
- Minerals Council of Australia
- Sakthi Sugars Limited - India
- Barasentosa Lestari - Indonesia
- Tata Chemicals Ltd - India
- Lanco Infratech Ltd - India
- The Treasury - Australian Government
- Metalloyd Limited - United Kingdom
- Central Java Power - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Uttam Galva Steels Limited - India
- Port Waratah Coal Services - Australia
- Global Coal Blending Company Limited - Australia
- Thiess Contractors Indonesia
- Ceylon Electricity Board - Sri Lanka
- Mercator Lines Limited - India
- TeaM Sual Corporation - Philippines
- Karaikal Port Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Indian Oil Corporation Limited
- Sojitz Corporation - Japan
- Australian Coal Association
- Bhatia International Limited - India
- Latin American Coal - Colombia
- Makarim & Taira - Indonesia
- Electricity Authority, New Zealand
- ICICI Bank Limited - India
- Billiton Holdings Pty Ltd - Australia
- Mercuria Energy - Indonesia
- Siam City Cement PLC, Thailand
- Indika Energy - Indonesia
- MS Steel International - UAE
- Bukit Baiduri Energy - Indonesia
- Wilmar Investment Holdings
- Romanian Commodities Exchange
- Global Business Power Corporation, Philippines
- GMR Energy Limited - India
- Essar Steel Hazira Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- IHS Mccloskey Coal Group - USA
- Bulk Trading Sa - Switzerland
- Asmin Koalindo Tuhup - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Singapore Mercantile Exchange
- San Jose City I Power Corp, Philippines
- Aboitiz Power Corporation - Philippines
- Tamil Nadu electricity Board
- Ind-Barath Power Infra Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Pendopo Energi Batubara - Indonesia
- International Coal Ventures Pvt Ltd - India
- Ministry of Transport, Egypt
- Sindya Power Generating Company Private Ltd
- Georgia Ports Authority, United States
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- GAC Shipping (India) Pvt Ltd
- Alfred C Toepfer International GmbH - Germany
- Commonwealth Bank - Australia
- SMG Consultants - Indonesia
- Bharathi Cement Corporation - India
- Ambuja Cements Ltd - India
- Timah Investasi Mineral - Indoneisa
- New Zealand Coal & Carbon
- SMC Global Power, Philippines
- Kideco Jaya Agung - Indonesia
- Sree Jayajothi Cements Limited - India
- Coal and Oil Company - UAE
- Meenaskhi Energy Private Limited - India
- Krishnapatnam Port Company Ltd. - India
- Mintek Dendrill Indonesia
- Economic Council, Georgia
- Leighton Contractors Pty Ltd - Australia
- PetroVietnam Power Coal Import and Supply Company
- Xindia Steels Limited - India
- CIMB Investment Bank - Malaysia
- PowerSource Philippines DevCo
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bangladesh Power Developement Board
- Cigading International Bulk Terminal - Indonesia
- Wood Mackenzie - Singapore
- Petron Corporation, Philippines
- Kumho Petrochemical, South Korea
- Attock Cement Pakistan Limited
- Formosa Plastics Group - Taiwan
- South Luzon Thermal Energy Corporation
- Kepco SPC Power Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ministry of Finance - Indonesia
- CNBM International Corporation - China
- Maheswari Brothers Coal Limited - India
- Semirara Mining Corp, Philippines
- Orica Mining Services - Indonesia
- IEA Clean Coal Centre - UK
- Power Finance Corporation Ltd., India
- Karbindo Abesyapradhi - Indoneisa
- Australian Commodity Traders Exchange
- Chamber of Mines of South Africa
- The State Trading Corporation of India Ltd
- Renaissance Capital - South Africa
- Edison Trading Spa - Italy
- Borneo Indobara - Indonesia
- Therma Luzon, Inc, Philippines
- Kaltim Prima Coal - Indonesia
- Marubeni Corporation - India
- Medco Energi Mining Internasional
- Coastal Gujarat Power Limited - India
- Grasim Industreis Ltd - India
- Star Paper Mills Limited - India
- Salva Resources Pvt Ltd - India
- Malabar Cements Ltd - India
- Interocean Group of Companies - India
- Miang Besar Coal Terminal - Indonesia
- Goldman Sachs - Singapore
- Manunggal Multi Energi - Indonesia
- Merrill Lynch Commodities Europe
- Directorate Of Revenue Intelligence - India
- PTC India Limited - India
- Jindal Steel & Power Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Indian Energy Exchange, India
- Bhushan Steel Limited - India
- Videocon Industries ltd - India
- Binh Thuan Hamico - Vietnam
- Global Green Power PLC Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- Indonesian Coal Mining Association
- Baramulti Group, Indonesia
- Electricity Generating Authority of Thailand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Aditya Birla Group - India
- Carbofer General Trading SA - India
- Eastern Energy - Thailand
- Posco Energy - South Korea
- Jorong Barutama Greston.PT - Indonesia
- OPG Power Generation Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Central Electricity Authority - India
- Cement Manufacturers Association - India
- Dalmia Cement Bharat India
- Siam City Cement - Thailand
- India Bulls Power Limited - India
- Indo Tambangraya Megah - Indonesia
- Orica Australia Pty. Ltd.
- Bayan Resources Tbk. - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Heidelberg Cement - Germany
- AsiaOL BioFuels Corp., Philippines
- Coalindo Energy - Indonesia
- Thai Mozambique Logistica
- Africa Commodities Group - South Africa
- Parry Sugars Refinery, India
- Trasteel International SA, Italy
- Maharashtra Electricity Regulatory Commission - India
- Energy Link Ltd, New Zealand
- Price Waterhouse Coopers - Russia
- Vedanta Resources Plc - India
- Gujarat Sidhee Cement - India
- Meralco Power Generation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- ASAPP Information Group - India
- Globalindo Alam Lestari - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Sinarmas Energy and Mining - Indonesia
- Savvy Resources Ltd - HongKong
- Intertek Mineral Services - Indonesia
- Larsen & Toubro Limited - India
- Gujarat Electricity Regulatory Commission - India
- Sical Logistics Limited - India
- Independent Power Producers Association of India
- White Energy Company Limited
- Kalimantan Lumbung Energi - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Rio Tinto Coal - Australia
- Semirara Mining and Power Corporation, Philippines
- GVK Power & Infra Limited - India
|
| |
| |
|