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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, 28 August 18
COURT CONCLUDES DELIVERY MADE IN ACCORDANCE WITH TERMS OF LOIS - INCE&CO
Glencore Agriculture BV v Navig8 Chemicals Pool Inc (Songa Winds) [2018] EWCA 1901 (Civ)
In this case, the Commercial Court fo ...
Tuesday, 28 August 18
SUPRAMAX: A COAL TRIP VIA INDONESIA PAID $13,500 ON A 56,000DWT TO WC INDIA - BALTIC BRIEFING
Capesize
The Singapore holiday mid-week disrupted trading and unsettled the market, with owners losing some resilience. The market took on a la ...
Friday, 24 August 18
KOREAN RESTRICTIONS ON COAL SULPHUR IMPACTING HUNTER EXPORTS - THE HERALD
WARNINGS that Korean restrictions on sulphur levels in coal could hurt the Hunter industry appear to have been accurate, according to a report in t ...
Thursday, 23 August 18
RUSSIA'S MECHEL PRODUCED 9.69 MMT OF RUN-OF-MINE COAL IN 1H'2018
Mechel PAO, one of the leading Russian mining and metals companies, announces 1H2018 operational results.
Mechel PAO’s Chief E ...
Thursday, 23 August 18
SUPRAMAX: SOME FRESH COAL CARGOES APPEARED IN SE ASIA, GIVING A BIT PRESSURE ON RATES FOR END AUGUST SHIPMENTS - FEARNLEYS
Capesize
Slightly softer but generally very healthy for the big ships, with limited supply of early tonnage and positive Brazilian ore export v ...
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Showing 1636 to 1640 news of total 6871 |
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- Jorong Barutama Greston.PT - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Global Business Power Corporation, Philippines
- Indonesian Coal Mining Association
- Bukit Makmur.PT - Indonesia
- OPG Power Generation Pvt Ltd - India
- Malabar Cements Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- SN Aboitiz Power Inc, Philippines
- GMR Energy Limited - India
- Straits Asia Resources Limited - Singapore
- Star Paper Mills Limited - India
- Aboitiz Power Corporation - Philippines
- Singapore Mercantile Exchange
- Ministry of Transport, Egypt
- TeaM Sual Corporation - Philippines
- Metalloyd Limited - United Kingdom
- Parliament of New Zealand
- Bhushan Steel Limited - India
- Sarangani Energy Corporation, Philippines
- Posco Energy - South Korea
- Global Green Power PLC Corporation, Philippines
- Attock Cement Pakistan Limited
- Ambuja Cements Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Grasim Industreis Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- GN Power Mariveles Coal Plant, Philippines
- Heidelberg Cement - Germany
- Asmin Koalindo Tuhup - Indonesia
- IHS Mccloskey Coal Group - USA
- Price Waterhouse Coopers - Russia
- Billiton Holdings Pty Ltd - Australia
- Electricity Generating Authority of Thailand
- Madhucon Powers Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Vijayanagar Sugar Pvt Ltd - India
- Australian Commodity Traders Exchange
- Toyota Tsusho Corporation, Japan
- ICICI Bank Limited - India
- Anglo American - United Kingdom
- White Energy Company Limited
- Minerals Council of Australia
- Gujarat Sidhee Cement - India
- New Zealand Coal & Carbon
- AsiaOL BioFuels Corp., Philippines
- Meenaskhi Energy Private Limited - India
- Latin American Coal - Colombia
- London Commodity Brokers - England
- Wilmar Investment Holdings
- Pendopo Energi Batubara - Indonesia
- Dalmia Cement Bharat India
- CNBM International Corporation - China
- Xindia Steels Limited - India
- Planning Commission, India
- Salva Resources Pvt Ltd - India
- Rio Tinto Coal - Australia
- IEA Clean Coal Centre - UK
- LBH Netherlands Bv - Netherlands
- Port Waratah Coal Services - Australia
- Carbofer General Trading SA - India
- Cement Manufacturers Association - India
- SMC Global Power, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- India Bulls Power Limited - India
- Mercuria Energy - Indonesia
- Orica Australia Pty. Ltd.
- Independent Power Producers Association of India
- Barasentosa Lestari - Indonesia
- Bulk Trading Sa - Switzerland
- Therma Luzon, Inc, Philippines
- ASAPP Information Group - India
- Krishnapatnam Port Company Ltd. - India
- PowerSource Philippines DevCo
- Sindya Power Generating Company Private Ltd
- Manunggal Multi Energi - Indonesia
- Mjunction Services Limited - India
- Binh Thuan Hamico - Vietnam
- Globalindo Alam Lestari - Indonesia
- Vizag Seaport Private Limited - India
- Merrill Lynch Commodities Europe
- SMG Consultants - Indonesia
- Antam Resourcindo - Indonesia
- Australian Coal Association
- McConnell Dowell - Australia
- Coal and Oil Company - UAE
- Formosa Plastics Group - Taiwan
- Mercator Lines Limited - India
- Intertek Mineral Services - Indonesia
- Ministry of Finance - Indonesia
- Mintek Dendrill Indonesia
- Georgia Ports Authority, United States
- Commonwealth Bank - Australia
- San Jose City I Power Corp, Philippines
- Timah Investasi Mineral - Indoneisa
- Global Coal Blending Company Limited - Australia
- Interocean Group of Companies - India
- Simpson Spence & Young - Indonesia
- Bukit Baiduri Energy - Indonesia
- Trasteel International SA, Italy
- Thiess Contractors Indonesia
- MS Steel International - UAE
- Karaikal Port Pvt Ltd - India
- Videocon Industries ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- PetroVietnam Power Coal Import and Supply Company
- Indian Energy Exchange, India
- Essar Steel Hazira Ltd - India
- The Treasury - Australian Government
- Kaltim Prima Coal - Indonesia
- Edison Trading Spa - Italy
- Agrawal Coal Company - India
- Coalindo Energy - Indonesia
- Coastal Gujarat Power Limited - India
- Aditya Birla Group - India
- Gujarat Mineral Development Corp Ltd - India
- Samtan Co., Ltd - South Korea
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bangladesh Power Developement Board
- Indo Tambangraya Megah - Indonesia
- Power Finance Corporation Ltd., India
- Semirara Mining Corp, Philippines
- Ind-Barath Power Infra Limited - India
- Sree Jayajothi Cements Limited - India
- The University of Queensland
- Thai Mozambique Logistica
- Energy Development Corp, Philippines
- Makarim & Taira - Indonesia
- Medco Energi Mining Internasional
- Directorate Of Revenue Intelligence - India
- GVK Power & Infra Limited - India
- Sojitz Corporation - Japan
- Kartika Selabumi Mining - Indonesia
- Maheswari Brothers Coal Limited - India
- South Luzon Thermal Energy Corporation
- Parry Sugars Refinery, India
- Marubeni Corporation - India
- Neyveli Lignite Corporation Ltd, - India
- Central Electricity Authority - India
- Indian Oil Corporation Limited
- Larsen & Toubro Limited - India
- Leighton Contractors Pty Ltd - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Orica Mining Services - Indonesia
- Bhoruka Overseas - Indonesia
- Jindal Steel & Power Ltd - India
- Romanian Commodities Exchange
- Bahari Cakrawala Sebuku - Indonesia
- Electricity Authority, New Zealand
- Banpu Public Company Limited - Thailand
- European Bulk Services B.V. - Netherlands
- Iligan Light & Power Inc, Philippines
- Bayan Resources Tbk. - Indonesia
- Kepco SPC Power Corporation, Philippines
- Chamber of Mines of South Africa
- Sakthi Sugars Limited - India
- Bhatia International Limited - India
- Kideco Jaya Agung - Indonesia
- Indogreen Group - Indonesia
- Semirara Mining and Power Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Goldman Sachs - Singapore
- Jaiprakash Power Ventures ltd
- Baramulti Group, Indonesia
- Altura Mining Limited, Indonesia
- VISA Power Limited - India
- Standard Chartered Bank - UAE
- Tata Chemicals Ltd - India
- GAC Shipping (India) Pvt Ltd
- Eastern Coal Council - USA
- Siam City Cement - Thailand
- Kapuas Tunggal Persada - Indonesia
- Petron Corporation, Philippines
- Ministry of Mines - Canada
- Siam City Cement PLC, Thailand
- PNOC Exploration Corporation - Philippines
- Directorate General of MIneral and Coal - Indonesia
- Deloitte Consulting - India
- Tamil Nadu electricity Board
- TNB Fuel Sdn Bhd - Malaysia
- Africa Commodities Group - South Africa
- Central Java Power - Indonesia
- Wood Mackenzie - Singapore
- Borneo Indobara - Indonesia
- Chettinad Cement Corporation Ltd - India
- Vedanta Resources Plc - India
- Kumho Petrochemical, South Korea
- Renaissance Capital - South Africa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sinarmas Energy and Mining - Indonesia
- Meralco Power Generation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Cigading International Bulk Terminal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Economic Council, Georgia
- Rashtriya Ispat Nigam Limited - India
- PTC India Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indika Energy - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- CIMB Investment Bank - Malaysia
- Oldendorff Carriers - Singapore
- Savvy Resources Ltd - HongKong
- The State Trading Corporation of India Ltd
- Sical Logistics Limited - India
- Miang Besar Coal Terminal - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Eastern Energy - Thailand
- Lanco Infratech Ltd - India
- Uttam Galva Steels Limited - India
- Energy Link Ltd, New Zealand
- Bharathi Cement Corporation - India
- Riau Bara Harum - Indonesia
- Kobexindo Tractors - Indoneisa
- Alfred C Toepfer International GmbH - Germany
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