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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, 16 August 18
COAL PRODUCTION AT 37.11 PERCENT OF FULL-YEAR TARGET - THE JAKARTA POST
Indonesian coal production was recorded at 180 million tons on Wednesday, or 37.11 percent of the government’s 485 million target this year.
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Thursday, 16 August 18
OIL MARKET HIGHLIGHTS - OPEC
Crude Oil Price Movements
In July, the OPEC Reference Basket increased marginally by 5¢ m-o-m to settle at $73.27/b. Oil futures saw mixed ...
Tuesday, 14 August 18
THE CAPESIZE MARKET HAS SHOWN A TREMENDOUS COURSE DURING THE PAST 12 MONTHS - THOMAS CHASAPIS
The Capesize market has shown a tremendous course during the past 12 months, having quickly climbed out of the “hole that it had found itself ...
Monday, 13 August 18
A 50,200 DWT FIXED DELIVERY SINGAPORE TRIP VIA INDONESIA REDELIVERY CHINA IN THE LOW $10,000S - THE BALTIC BRIEFING
Capesize
Expectations of a further push in the market were largely unfulfilled last week as rates come under pressure in Asia as the North Atla ...
Friday, 10 August 18
U.S. COAL PRODUCTION TO DECLINE BY 1.8% IN 2019 BECAUSE COAL EXPORTS AND COAL CONSUMPTION ARE BOTH FORECAST TO DECREASE - EIA
EIA forecasts U.S. coal production will decline by 1.1% to 766 million short tons (MMst) in 2018 despite a 5.7% (6 MMst) increase in coal exports.
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Showing 1646 to 1650 news of total 6871 |
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- Bulk Trading Sa - Switzerland
- Sinarmas Energy and Mining - Indonesia
- Parry Sugars Refinery, India
- Vijayanagar Sugar Pvt Ltd - India
- Mjunction Services Limited - India
- Ambuja Cements Ltd - India
- Ind-Barath Power Infra Limited - India
- Kapuas Tunggal Persada - Indonesia
- Bukit Makmur.PT - Indonesia
- ICICI Bank Limited - India
- Kobexindo Tractors - Indoneisa
- Lanco Infratech Ltd - India
- Sical Logistics Limited - India
- Star Paper Mills Limited - India
- Power Finance Corporation Ltd., India
- Aditya Birla Group - India
- Indogreen Group - Indonesia
- Indonesian Coal Mining Association
- Metalloyd Limited - United Kingdom
- Bangladesh Power Developement Board
- Indo Tambangraya Megah - Indonesia
- Salva Resources Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- Straits Asia Resources Limited - Singapore
- Electricity Generating Authority of Thailand
- Bhoruka Overseas - Indonesia
- Binh Thuan Hamico - Vietnam
- Essar Steel Hazira Ltd - India
- Global Coal Blending Company Limited - Australia
- Makarim & Taira - Indonesia
- Interocean Group of Companies - India
- Simpson Spence & Young - Indonesia
- Carbofer General Trading SA - India
- Wood Mackenzie - Singapore
- Ministry of Transport, Egypt
- Petrochimia International Co. Ltd.- Taiwan
- Chamber of Mines of South Africa
- Thiess Contractors Indonesia
- Mercator Lines Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Electricity Authority, New Zealand
- Iligan Light & Power Inc, Philippines
- White Energy Company Limited
- Independent Power Producers Association of India
- CNBM International Corporation - China
- Wilmar Investment Holdings
- Timah Investasi Mineral - Indoneisa
- Romanian Commodities Exchange
- Africa Commodities Group - South Africa
- Jindal Steel & Power Ltd - India
- Madhucon Powers Ltd - India
- Malabar Cements Ltd - India
- Holcim Trading Pte Ltd - Singapore
- McConnell Dowell - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Kideco Jaya Agung - Indonesia
- Tamil Nadu electricity Board
- Central Java Power - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Globalindo Alam Lestari - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Mercuria Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- Rio Tinto Coal - Australia
- Kumho Petrochemical, South Korea
- Karbindo Abesyapradhi - Indoneisa
- Therma Luzon, Inc, Philippines
- Planning Commission, India
- Meralco Power Generation, Philippines
- Bukit Baiduri Energy - Indonesia
- European Bulk Services B.V. - Netherlands
- Cigading International Bulk Terminal - Indonesia
- Ministry of Mines - Canada
- Manunggal Multi Energi - Indonesia
- Coastal Gujarat Power Limited - India
- Thai Mozambique Logistica
- MS Steel International - UAE
- VISA Power Limited - India
- The University of Queensland
- Jaiprakash Power Ventures ltd
- TeaM Sual Corporation - Philippines
- Chettinad Cement Corporation Ltd - India
- LBH Netherlands Bv - Netherlands
- Antam Resourcindo - Indonesia
- Savvy Resources Ltd - HongKong
- Kepco SPC Power Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Standard Chartered Bank - UAE
- IHS Mccloskey Coal Group - USA
- San Jose City I Power Corp, Philippines
- Orica Australia Pty. Ltd.
- Vizag Seaport Private Limited - India
- Gujarat Electricity Regulatory Commission - India
- GMR Energy Limited - India
- Formosa Plastics Group - Taiwan
- Coalindo Energy - Indonesia
- Siam City Cement PLC, Thailand
- Meenaskhi Energy Private Limited - India
- Sindya Power Generating Company Private Ltd
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Cement Manufacturers Association - India
- Dalmia Cement Bharat India
- Ceylon Electricity Board - Sri Lanka
- Trasteel International SA, Italy
- Central Electricity Authority - India
- GN Power Mariveles Coal Plant, Philippines
- Videocon Industries ltd - India
- Renaissance Capital - South Africa
- SMG Consultants - Indonesia
- Semirara Mining Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Oldendorff Carriers - Singapore
- Baramulti Group, Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Directorate General of MIneral and Coal - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Petron Corporation, Philippines
- Medco Energi Mining Internasional
- Krishnapatnam Port Company Ltd. - India
- Energy Link Ltd, New Zealand
- Bharathi Cement Corporation - India
- ASAPP Information Group - India
- Ministry of Finance - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Grasim Industreis Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Toyota Tsusho Corporation, Japan
- Aboitiz Power Corporation - Philippines
- South Luzon Thermal Energy Corporation
- International Coal Ventures Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- TNB Fuel Sdn Bhd - Malaysia
- IEA Clean Coal Centre - UK
- Kartika Selabumi Mining - Indonesia
- Georgia Ports Authority, United States
- Altura Mining Limited, Indonesia
- The Treasury - Australian Government
- Uttam Galva Steels Limited - India
- SMC Global Power, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Coal and Oil Company - UAE
- Parliament of New Zealand
- Goldman Sachs - Singapore
- PowerSource Philippines DevCo
- Eastern Coal Council - USA
- Price Waterhouse Coopers - Russia
- Australian Commodity Traders Exchange
- GAC Shipping (India) Pvt Ltd
- London Commodity Brokers - England
- Maharashtra Electricity Regulatory Commission - India
- Mintek Dendrill Indonesia
- Vedanta Resources Plc - India
- Barasentosa Lestari - Indonesia
- PNOC Exploration Corporation - Philippines
- New Zealand Coal & Carbon
- Gujarat Sidhee Cement - India
- Pipit Mutiara Jaya. PT, Indonesia
- Orica Mining Services - Indonesia
- Sakthi Sugars Limited - India
- Xindia Steels Limited - India
- Global Business Power Corporation, Philippines
- Larsen & Toubro Limited - India
- Siam City Cement - Thailand
- Commonwealth Bank - Australia
- Anglo American - United Kingdom
- Port Waratah Coal Services - Australia
- Singapore Mercantile Exchange
- Riau Bara Harum - Indonesia
- Indian Oil Corporation Limited
- Minerals Council of Australia
- Leighton Contractors Pty Ltd - Australia
- Bhushan Steel Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Edison Trading Spa - Italy
- Samtan Co., Ltd - South Korea
- Maheswari Brothers Coal Limited - India
- Miang Besar Coal Terminal - Indonesia
- Indika Energy - Indonesia
- SN Aboitiz Power Inc, Philippines
- Heidelberg Cement - Germany
- Energy Development Corp, Philippines
- Latin American Coal - Colombia
- Attock Cement Pakistan Limited
- The State Trading Corporation of India Ltd
- Gujarat Mineral Development Corp Ltd - India
- Tata Chemicals Ltd - India
- Sarangani Energy Corporation, Philippines
- Deloitte Consulting - India
- Australian Coal Association
- Economic Council, Georgia
- Borneo Indobara - Indonesia
- Directorate Of Revenue Intelligence - India
- Intertek Mineral Services - Indonesia
- GVK Power & Infra Limited - India
- Sree Jayajothi Cements Limited - India
- Eastern Energy - Thailand
- Merrill Lynch Commodities Europe
- Bank of Tokyo Mitsubishi UFJ Ltd
- Jorong Barutama Greston.PT - Indonesia
- Bhatia International Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Agrawal Coal Company - India
- Indian Energy Exchange, India
- Marubeni Corporation - India
- PTC India Limited - India
- Sojitz Corporation - Japan
- Asia Pacific Energy Resources Ventures Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Bayan Resources Tbk. - Indonesia
- Kaltim Prima Coal - Indonesia
- Posco Energy - South Korea
- India Bulls Power Limited - India
- Global Green Power PLC Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
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