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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, 05 September 18
ASIAN DEMAND COULD CREATE DEFICIT IN GLOBAL LNG MARKET - FITCH RATINGS
Growing gas demand from Asia, particularly from China, could swing the liquefied natural gas (LNG) market into a deficit by 2022-2025, Fitch Rating ...
Tuesday, 04 September 18
SUPRAMAX: THE ASIAN SECTOR REMAINED ACTIVE WITH RATES STILL FIRM ESPECIALLY IN SE ASIA - BALTIC BRIEFING
Capesize
A turnaround in fortunes for the big ships, with a few slower days in the market. A build-up of tonnage and a lack of Brazil cargoes r ...
Thursday, 30 August 18
SUPRAMAX: CIS COAL TO FAR EAST WENT AT MID TENS AND TO SE ASIA AT CA USD 8000 - FEARNLEYS
Capesize
There was a slow start this week with holiday in UK on Monday. The index has been slowly coming off since then; The C5 route has seen ...
Wednesday, 29 August 18
MID-YEAR FY19 POWER OUTLOOK: IMPORTED COAL REQUIREMENT TO INCREASE DURING REMAINING FY19: IND-RA
India Ratings and Research (Ind-Ra) has maintained a stable-to-negative outlook on the Indian power sector for the remaining FY19, despite a rise i ...
Wednesday, 29 August 18
IMPACT ON CHARTERPARTIES - TIME TO ACT NOW : NORTH P&I CLUB
KNOWLEDGE TO ELEVATE
The challenges introduced by the global sulphur cap are not exclusively technical. The new limits are likely to impact co ...
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Showing 1631 to 1635 news of total 6871 |
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- Billiton Holdings Pty Ltd - Australia
- South Luzon Thermal Energy Corporation
- Sree Jayajothi Cements Limited - India
- Kobexindo Tractors - Indoneisa
- Meralco Power Generation, Philippines
- Uttam Galva Steels Limited - India
- Vedanta Resources Plc - India
- Bhushan Steel Limited - India
- Xindia Steels Limited - India
- Standard Chartered Bank - UAE
- ASAPP Information Group - India
- Sical Logistics Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Power Finance Corporation Ltd., India
- Singapore Mercantile Exchange
- Salva Resources Pvt Ltd - India
- Sojitz Corporation - Japan
- Australian Commodity Traders Exchange
- Electricity Authority, New Zealand
- Electricity Generating Authority of Thailand
- CIMB Investment Bank - Malaysia
- Ind-Barath Power Infra Limited - India
- Merrill Lynch Commodities Europe
- Aboitiz Power Corporation - Philippines
- Videocon Industries ltd - India
- Jaiprakash Power Ventures ltd
- SMG Consultants - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Semirara Mining Corp, Philippines
- PNOC Exploration Corporation - Philippines
- The University of Queensland
- Krishnapatnam Port Company Ltd. - India
- Samtan Co., Ltd - South Korea
- Miang Besar Coal Terminal - Indonesia
- Wood Mackenzie - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Lanco Infratech Ltd - India
- Parliament of New Zealand
- Chettinad Cement Corporation Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Directorate General of MIneral and Coal - Indonesia
- Australian Coal Association
- Central Electricity Authority - India
- Kapuas Tunggal Persada - Indonesia
- Makarim & Taira - Indonesia
- Interocean Group of Companies - India
- Global Business Power Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- AsiaOL BioFuels Corp., Philippines
- Asmin Koalindo Tuhup - Indonesia
- Renaissance Capital - South Africa
- Kalimantan Lumbung Energi - Indonesia
- IEA Clean Coal Centre - UK
- Africa Commodities Group - South Africa
- SMC Global Power, Philippines
- Bharathi Cement Corporation - India
- IHS Mccloskey Coal Group - USA
- Thai Mozambique Logistica
- Sakthi Sugars Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Posco Energy - South Korea
- Indika Energy - Indonesia
- Carbofer General Trading SA - India
- Global Coal Blending Company Limited - Australia
- Manunggal Multi Energi - Indonesia
- PowerSource Philippines DevCo
- Kohat Cement Company Ltd. - Pakistan
- Semirara Mining and Power Corporation, Philippines
- Mercator Lines Limited - India
- Tata Chemicals Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Rio Tinto Coal - Australia
- Commonwealth Bank - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Vizag Seaport Private Limited - India
- PTC India Limited - India
- Attock Cement Pakistan Limited
- Thiess Contractors Indonesia
- Bukit Makmur.PT - Indonesia
- Intertek Mineral Services - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Maharashtra Electricity Regulatory Commission - India
- Altura Mining Limited, Indonesia
- Heidelberg Cement - Germany
- Holcim Trading Pte Ltd - Singapore
- GVK Power & Infra Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Orica Australia Pty. Ltd.
- Bahari Cakrawala Sebuku - Indonesia
- CNBM International Corporation - China
- Orica Mining Services - Indonesia
- Eastern Energy - Thailand
- Trasteel International SA, Italy
- Bayan Resources Tbk. - Indonesia
- Globalindo Alam Lestari - Indonesia
- Siam City Cement PLC, Thailand
- Indogreen Group - Indonesia
- McConnell Dowell - Australia
- White Energy Company Limited
- Savvy Resources Ltd - HongKong
- Leighton Contractors Pty Ltd - Australia
- International Coal Ventures Pvt Ltd - India
- Planning Commission, India
- Romanian Commodities Exchange
- Kepco SPC Power Corporation, Philippines
- MS Steel International - UAE
- Aditya Birla Group - India
- Bhoruka Overseas - Indonesia
- Barasentosa Lestari - Indonesia
- Global Green Power PLC Corporation, Philippines
- VISA Power Limited - India
- Pendopo Energi Batubara - Indonesia
- Indo Tambangraya Megah - Indonesia
- The Treasury - Australian Government
- Larsen & Toubro Limited - India
- Kartika Selabumi Mining - Indonesia
- European Bulk Services B.V. - Netherlands
- Dalmia Cement Bharat India
- Ministry of Mines - Canada
- Independent Power Producers Association of India
- Petron Corporation, Philippines
- Kumho Petrochemical, South Korea
- OPG Power Generation Pvt Ltd - India
- Malabar Cements Ltd - India
- Central Java Power - Indonesia
- Indian Energy Exchange, India
- Coalindo Energy - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Wilmar Investment Holdings
- Tamil Nadu electricity Board
- Georgia Ports Authority, United States
- GN Power Mariveles Coal Plant, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- London Commodity Brokers - England
- GAC Shipping (India) Pvt Ltd
- Coastal Gujarat Power Limited - India
- Cement Manufacturers Association - India
- Directorate Of Revenue Intelligence - India
- Ministry of Finance - Indonesia
- Indian Oil Corporation Limited
- Antam Resourcindo - Indonesia
- Agrawal Coal Company - India
- Latin American Coal - Colombia
- Eastern Coal Council - USA
- Anglo American - United Kingdom
- Karaikal Port Pvt Ltd - India
- Deloitte Consulting - India
- Baramulti Group, Indonesia
- GMR Energy Limited - India
- Energy Link Ltd, New Zealand
- Marubeni Corporation - India
- Gujarat Sidhee Cement - India
- Banpu Public Company Limited - Thailand
- Grasim Industreis Ltd - India
- Ambuja Cements Ltd - India
- Straits Asia Resources Limited - Singapore
- Economic Council, Georgia
- Gujarat Electricity Regulatory Commission - India
- New Zealand Coal & Carbon
- Bulk Trading Sa - Switzerland
- Meenaskhi Energy Private Limited - India
- Price Waterhouse Coopers - Russia
- Kaltim Prima Coal - Indonesia
- Goldman Sachs - Singapore
- India Bulls Power Limited - India
- Chamber of Mines of South Africa
- Coal and Oil Company - UAE
- Kideco Jaya Agung - Indonesia
- Riau Bara Harum - Indonesia
- Jindal Steel & Power Ltd - India
- TeaM Sual Corporation - Philippines
- Minerals Council of Australia
- Mercuria Energy - Indonesia
- Binh Thuan Hamico - Vietnam
- Maheswari Brothers Coal Limited - India
- Siam City Cement - Thailand
- Sinarmas Energy and Mining - Indonesia
- Essar Steel Hazira Ltd - India
- Port Waratah Coal Services - Australia
- Bukit Baiduri Energy - Indonesia
- Simpson Spence & Young - Indonesia
- Oldendorff Carriers - Singapore
- Bhatia International Limited - India
- San Jose City I Power Corp, Philippines
- Iligan Light & Power Inc, Philippines
- SN Aboitiz Power Inc, Philippines
- Alfred C Toepfer International GmbH - Germany
- Sarangani Energy Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Mjunction Services Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Metalloyd Limited - United Kingdom
- Petrochimia International Co. Ltd.- Taiwan
- Cigading International Bulk Terminal - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Karbindo Abesyapradhi - Indoneisa
- Medco Energi Mining Internasional
- ICICI Bank Limited - India
- Timah Investasi Mineral - Indoneisa
- Edison Trading Spa - Italy
- Madhucon Powers Ltd - India
- Toyota Tsusho Corporation, Japan
- Indonesian Coal Mining Association
- The State Trading Corporation of India Ltd
- Therma Luzon, Inc, Philippines
- Parry Sugars Refinery, India
- Mintek Dendrill Indonesia
- Energy Development Corp, Philippines
- Ministry of Transport, Egypt
- Borneo Indobara - Indonesia
- Star Paper Mills Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Formosa Plastics Group - Taiwan
- Bangladesh Power Developement Board
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