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, 22 August 18
KOMIPO INVITES BIDS FOR 480K TONS OF BITUMINOUS COAL FOR BORYEONG POWER PLANT & SHIN BORYEONG POWER PLANTS
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued a tender for 480,000 mt of min. 5700 NAR coal of Australian origi ...
Wednesday, 22 August 18
SHIPPING MARKET INSIGHT - GEORGE PANAGOPOULOS
During the most quite week of the summer period we witnessed a trade war between United States and Turkey. A battle, which started with the arrest ...
Monday, 20 August 18
SUPRAMAX: OVERALL IT WAS A POSITIVE WEEK FOR THE BSI INDEX WITH GAINS MADE - THE BALTIC BRIEFING
Capesize
A week of largely unfulfilled expectations with holidays again curbing activity. Rates remained essentially healthy, but despite bad wea ...
Friday, 17 August 18
DO ARBITRATION AGREEMENTS IN BILLS OF LADING BIND THEIR HOLDERS? - WFW
KNOWLEDGE TO ELEVATE
Bills of lading are a crucial part of the security package traditionally sought by trade finance providers.
...
Friday, 17 August 18
MALAYSIA'S MANJUNG 4 - WORLD COAL ASSOCIATION
According to the IEA’s Energy Access Outlook 2017 report, nearly all of those who gained access to electricity worldwide in the last 16 years ...
|
|
|
Showing 1641 to 1645 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Sarangani Energy Corporation, Philippines
- GVK Power & Infra Limited - India
- Grasim Industreis Ltd - India
- Ministry of Finance - Indonesia
- Jindal Steel & Power Ltd - India
- Formosa Plastics Group - Taiwan
- Trasteel International SA, Italy
- Makarim & Taira - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Xindia Steels Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Indogreen Group - Indonesia
- San Jose City I Power Corp, Philippines
- Sojitz Corporation - Japan
- Ministry of Transport, Egypt
- LBH Netherlands Bv - Netherlands
- ASAPP Information Group - India
- IEA Clean Coal Centre - UK
- Agrawal Coal Company - India
- Deloitte Consulting - India
- Thai Mozambique Logistica
- Madhucon Powers Ltd - India
- Sree Jayajothi Cements Limited - India
- Billiton Holdings Pty Ltd - Australia
- Petron Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Meralco Power Generation, Philippines
- Borneo Indobara - Indonesia
- Lanco Infratech Ltd - India
- SMG Consultants - Indonesia
- Kepco SPC Power Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- Heidelberg Cement - Germany
- Barasentosa Lestari - Indonesia
- The University of Queensland
- Electricity Authority, New Zealand
- CIMB Investment Bank - Malaysia
- Bukit Makmur.PT - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Marubeni Corporation - India
- Essar Steel Hazira Ltd - India
- Bhushan Steel Limited - India
- Alfred C Toepfer International GmbH - Germany
- PetroVietnam Power Coal Import and Supply Company
- Karaikal Port Pvt Ltd - India
- Antam Resourcindo - Indonesia
- European Bulk Services B.V. - Netherlands
- Iligan Light & Power Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- Medco Energi Mining Internasional
- Global Business Power Corporation, Philippines
- Thiess Contractors Indonesia
- Kartika Selabumi Mining - Indonesia
- CNBM International Corporation - China
- Maharashtra Electricity Regulatory Commission - India
- Uttam Galva Steels Limited - India
- Sindya Power Generating Company Private Ltd
- Australian Commodity Traders Exchange
- International Coal Ventures Pvt Ltd - India
- Indika Energy - Indonesia
- Coalindo Energy - Indonesia
- Central Electricity Authority - India
- Gujarat Electricity Regulatory Commission - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Gujarat Mineral Development Corp Ltd - India
- Carbofer General Trading SA - India
- Attock Cement Pakistan Limited
- Binh Thuan Hamico - Vietnam
- Global Coal Blending Company Limited - Australia
- PNOC Exploration Corporation - Philippines
- McConnell Dowell - Australia
- Indian Oil Corporation Limited
- Bayan Resources Tbk. - Indonesia
- Kideco Jaya Agung - Indonesia
- Indo Tambangraya Megah - Indonesia
- Energy Development Corp, Philippines
- Commonwealth Bank - Australia
- Sinarmas Energy and Mining - Indonesia
- Orica Australia Pty. Ltd.
- The Treasury - Australian Government
- Indian Energy Exchange, India
- Global Green Power PLC Corporation, Philippines
- Economic Council, Georgia
- Orica Mining Services - Indonesia
- Rio Tinto Coal - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Gujarat Sidhee Cement - India
- Intertek Mineral Services - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Bukit Baiduri Energy - Indonesia
- South Luzon Thermal Energy Corporation
- Krishnapatnam Port Company Ltd. - India
- Energy Link Ltd, New Zealand
- MS Steel International - UAE
- Straits Asia Resources Limited - Singapore
- Maheswari Brothers Coal Limited - India
- Kapuas Tunggal Persada - Indonesia
- Mjunction Services Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Wilmar Investment Holdings
- ICICI Bank Limited - India
- Globalindo Alam Lestari - Indonesia
- Latin American Coal - Colombia
- Edison Trading Spa - Italy
- SMC Global Power, Philippines
- Dalmia Cement Bharat India
- Parliament of New Zealand
- Chamber of Mines of South Africa
- Bulk Trading Sa - Switzerland
- Parry Sugars Refinery, India
- Larsen & Toubro Limited - India
- Banpu Public Company Limited - Thailand
- Samtan Co., Ltd - South Korea
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Africa Commodities Group - South Africa
- Ind-Barath Power Infra Limited - India
- TeaM Sual Corporation - Philippines
- Manunggal Multi Energi - Indonesia
- Jaiprakash Power Ventures ltd
- Sical Logistics Limited - India
- Bhatia International Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Simpson Spence & Young - Indonesia
- Electricity Generating Authority of Thailand
- Renaissance Capital - South Africa
- GN Power Mariveles Coal Plant, Philippines
- Bharathi Cement Corporation - India
- Siam City Cement PLC, Thailand
- Videocon Industries ltd - India
- Salva Resources Pvt Ltd - India
- Semirara Mining Corp, Philippines
- London Commodity Brokers - England
- Coal and Oil Company - UAE
- Chettinad Cement Corporation Ltd - India
- Independent Power Producers Association of India
- Bangladesh Power Developement Board
- Oldendorff Carriers - Singapore
- Romanian Commodities Exchange
- Cement Manufacturers Association - India
- Mintek Dendrill Indonesia
- Savvy Resources Ltd - HongKong
- Power Finance Corporation Ltd., India
- Sakthi Sugars Limited - India
- Kaltim Prima Coal - Indonesia
- Vedanta Resources Plc - India
- Star Paper Mills Limited - India
- Central Java Power - Indonesia
- Metalloyd Limited - United Kingdom
- Mercator Lines Limited - India
- Interocean Group of Companies - India
- Siam City Cement - Thailand
- Baramulti Group, Indonesia
- Anglo American - United Kingdom
- Toyota Tsusho Corporation, Japan
- GMR Energy Limited - India
- Posco Energy - South Korea
- GAC Shipping (India) Pvt Ltd
- AsiaOL BioFuels Corp., Philippines
- Rashtriya Ispat Nigam Limited - India
- Planning Commission, India
- Therma Luzon, Inc, Philippines
- Aboitiz Power Corporation - Philippines
- New Zealand Coal & Carbon
- The State Trading Corporation of India Ltd
- Pendopo Energi Batubara - Indonesia
- Georgia Ports Authority, United States
- Coastal Gujarat Power Limited - India
- India Bulls Power Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Mercuria Energy - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Tamil Nadu electricity Board
- Riau Bara Harum - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Eastern Energy - Thailand
- Miang Besar Coal Terminal - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Aditya Birla Group - India
- Merrill Lynch Commodities Europe
- Australian Coal Association
- Vizag Seaport Private Limited - India
- Tata Chemicals Ltd - India
- Eastern Coal Council - USA
- Minerals Council of Australia
- Kumho Petrochemical, South Korea
- Petrochimia International Co. Ltd.- Taiwan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Singapore Mercantile Exchange
- Vijayanagar Sugar Pvt Ltd - India
- Indonesian Coal Mining Association
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Wood Mackenzie - Singapore
- PTC India Limited - India
- VISA Power Limited - India
- Ceylon Electricity Board - Sri Lanka
- Ministry of Mines - Canada
- PowerSource Philippines DevCo
- Goldman Sachs - Singapore
- Kohat Cement Company Ltd. - Pakistan
- SN Aboitiz Power Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Neyveli Lignite Corporation Ltd, - India
- IHS Mccloskey Coal Group - USA
- Kalimantan Lumbung Energi - Indonesia
- Directorate Of Revenue Intelligence - India
- Bhoruka Overseas - Indonesia
- Price Waterhouse Coopers - Russia
- Timah Investasi Mineral - Indoneisa
- Malabar Cements Ltd - India
- Port Waratah Coal Services - Australia
- Holcim Trading Pte Ltd - Singapore
- Leighton Contractors Pty Ltd - Australia
- White Energy Company Limited
- Altura Mining Limited, Indonesia
- Standard Chartered Bank - UAE
- Ambuja Cements Ltd - India
|
| |
| |
|
