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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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Saturday, 28 July 18
GOVERNMENT TO REVOKE COAL PRICE CAP POLICY - JP
The government plans to revise its domestic market obligation (DMO) on coal price next week during a high-level meeting with President Joko “ ...
Thursday, 26 July 18
A SUPRAMAX IS NOW PAID AROUND USD 21,500 FOR LOADING IN THE US GULF WITH DISCHARGE IN THE FAR EAST - FEARNLEYS
Cape
There has been a relatively strong summer period so far, and there is a strong week we have left behind us.
In the Pa ...
Thursday, 26 July 18
ASEAN COAL IMPORTS INCREASED IN 2Q' 18 COMPARED TO THE PRIOR YEAR; THIS TREND TO CONTINUE AS 56 GIGAWATTS OF NEW COAL PLANTS IN 24 COUNTRIES WORLDWIDE ARE EXPECTED TO COME ONLINE IN 2018 - PEABODY
Peabody announced its second quarter 2018 operating results, including revenues of $1.31 billion, income from continuing operations, net of income ...
Wednesday, 25 July 18
COAL MINER BUKIT ASAM'S PROFIT GROWS 50% IN FIRST HALF - JP
Coal miner Bukit Asam announced 50 percent profit growth to Rp 2.58 trillion (US$177.33 million) in the first half of 2018, on the back of a coal-p ...
Wednesday, 25 July 18
TANKER MARKET INSIGHT - DIMITRIS KOURTESIS
We are now into the second half of 2018, which so far has not been a fruitful year for tankers. With 2020 quickly approaching we need to consider t ...
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- Kartika Selabumi Mining - Indonesia
- SN Aboitiz Power Inc, Philippines
- Star Paper Mills Limited - India
- Siam City Cement - Thailand
- Barasentosa Lestari - Indonesia
- IEA Clean Coal Centre - UK
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Wilmar Investment Holdings
- Energy Development Corp, Philippines
- Latin American Coal - Colombia
- Bhushan Steel Limited - India
- Vedanta Resources Plc - India
- Rashtriya Ispat Nigam Limited - India
- Manunggal Multi Energi - Indonesia
- Orica Mining Services - Indonesia
- Parliament of New Zealand
- Posco Energy - South Korea
- Borneo Indobara - Indonesia
- PTC India Limited - India
- Maheswari Brothers Coal Limited - India
- Coal and Oil Company - UAE
- Bukit Asam (Persero) Tbk - Indonesia
- Independent Power Producers Association of India
- Semirara Mining Corp, Philippines
- Antam Resourcindo - Indonesia
- Bhatia International Limited - India
- Aboitiz Power Corporation - Philippines
- Jaiprakash Power Ventures ltd
- European Bulk Services B.V. - Netherlands
- Minerals Council of Australia
- Simpson Spence & Young - Indonesia
- Indo Tambangraya Megah - Indonesia
- Romanian Commodities Exchange
- Binh Thuan Hamico - Vietnam
- Savvy Resources Ltd - HongKong
- Gujarat Sidhee Cement - India
- CNBM International Corporation - China
- Electricity Authority, New Zealand
- Ministry of Transport, Egypt
- Kumho Petrochemical, South Korea
- McConnell Dowell - Australia
- Miang Besar Coal Terminal - Indonesia
- White Energy Company Limited
- Cement Manufacturers Association - India
- Timah Investasi Mineral - Indoneisa
- Mjunction Services Limited - India
- Formosa Plastics Group - Taiwan
- Australian Commodity Traders Exchange
- LBH Netherlands Bv - Netherlands
- Mintek Dendrill Indonesia
- Sarangani Energy Corporation, Philippines
- Intertek Mineral Services - Indonesia
- Bulk Trading Sa - Switzerland
- Global Coal Blending Company Limited - Australia
- Banpu Public Company Limited - Thailand
- Indian Energy Exchange, India
- Holcim Trading Pte Ltd - Singapore
- San Jose City I Power Corp, Philippines
- Merrill Lynch Commodities Europe
- Sical Logistics Limited - India
- Uttam Galva Steels Limited - India
- Jorong Barutama Greston.PT - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Sojitz Corporation - Japan
- The Treasury - Australian Government
- MS Steel International - UAE
- Global Green Power PLC Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Essar Steel Hazira Ltd - India
- Globalindo Alam Lestari - Indonesia
- ASAPP Information Group - India
- Carbofer General Trading SA - India
- Xindia Steels Limited - India
- The State Trading Corporation of India Ltd
- Mercuria Energy - Indonesia
- Sakthi Sugars Limited - India
- Eastern Energy - Thailand
- Baramulti Group, Indonesia
- Cigading International Bulk Terminal - Indonesia
- Sree Jayajothi Cements Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Central Electricity Authority - India
- Eastern Coal Council - USA
- Ind-Barath Power Infra Limited - India
- Chamber of Mines of South Africa
- Alfred C Toepfer International GmbH - Germany
- Straits Asia Resources Limited - Singapore
- Marubeni Corporation - India
- Wood Mackenzie - Singapore
- Parry Sugars Refinery, India
- Sindya Power Generating Company Private Ltd
- Makarim & Taira - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- International Coal Ventures Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Rio Tinto Coal - Australia
- Bukit Makmur.PT - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Lanco Infratech Ltd - India
- VISA Power Limited - India
- Thai Mozambique Logistica
- Kaltim Prima Coal - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Aditya Birla Group - India
- Jindal Steel & Power Ltd - India
- Bhoruka Overseas - Indonesia
- Global Business Power Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- Coastal Gujarat Power Limited - India
- Indian Oil Corporation Limited
- Bangladesh Power Developement Board
- Semirara Mining and Power Corporation, Philippines
- Heidelberg Cement - Germany
- Planning Commission, India
- Bayan Resources Tbk. - Indonesia
- The University of Queensland
- Tata Chemicals Ltd - India
- Electricity Generating Authority of Thailand
- Videocon Industries ltd - India
- GAC Shipping (India) Pvt Ltd
- Pipit Mutiara Jaya. PT, Indonesia
- Indonesian Coal Mining Association
- Meralco Power Generation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Toyota Tsusho Corporation, Japan
- OPG Power Generation Pvt Ltd - India
- GMR Energy Limited - India
- Edison Trading Spa - Italy
- Price Waterhouse Coopers - Russia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Standard Chartered Bank - UAE
- Medco Energi Mining Internasional
- Agrawal Coal Company - India
- London Commodity Brokers - England
- Kideco Jaya Agung - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Power Finance Corporation Ltd., India
- Kalimantan Lumbung Energi - Indonesia
- Dalmia Cement Bharat India
- Renaissance Capital - South Africa
- ICICI Bank Limited - India
- Indogreen Group - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Oldendorff Carriers - Singapore
- Gujarat Electricity Regulatory Commission - India
- Indika Energy - Indonesia
- Siam City Cement PLC, Thailand
- Vijayanagar Sugar Pvt Ltd - India
- Deloitte Consulting - India
- Meenaskhi Energy Private Limited - India
- Petron Corporation, Philippines
- Ministry of Mines - Canada
- Riau Bara Harum - Indonesia
- Goldman Sachs - Singapore
- India Bulls Power Limited - India
- Grasim Industreis Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Trasteel International SA, Italy
- Bharathi Cement Corporation - India
- Karbindo Abesyapradhi - Indoneisa
- Vizag Seaport Private Limited - India
- Kepco SPC Power Corporation, Philippines
- Larsen & Toubro Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Krishnapatnam Port Company Ltd. - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- PowerSource Philippines DevCo
- Central Java Power - Indonesia
- Iligan Light & Power Inc, Philippines
- Economic Council, Georgia
- CIMB Investment Bank - Malaysia
- Malabar Cements Ltd - India
- Energy Link Ltd, New Zealand
- Mercator Lines Limited - India
- Coalindo Energy - Indonesia
- Australian Coal Association
- Singapore Mercantile Exchange
- Therma Luzon, Inc, Philippines
- Leighton Contractors Pty Ltd - Australia
- Thiess Contractors Indonesia
- New Zealand Coal & Carbon
- Kohat Cement Company Ltd. - Pakistan
- Ambuja Cements Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ministry of Finance - Indonesia
- Attock Cement Pakistan Limited
- Georgia Ports Authority, United States
- Petrochimia International Co. Ltd.- Taiwan
- SMC Global Power, Philippines
- Bukit Baiduri Energy - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Port Waratah Coal Services - Australia
- Billiton Holdings Pty Ltd - Australia
- South Luzon Thermal Energy Corporation
- TeaM Sual Corporation - Philippines
- Salva Resources Pvt Ltd - India
- SMG Consultants - Indonesia
- Metalloyd Limited - United Kingdom
- GVK Power & Infra Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Commonwealth Bank - Australia
- Orica Australia Pty. Ltd.
- Directorate Of Revenue Intelligence - India
- Samtan Co., Ltd - South Korea
- Kobexindo Tractors - Indoneisa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Interocean Group of Companies - India
- PetroVietnam Power Coal Import and Supply Company
- Altura Mining Limited, Indonesia
- Anglo American - United Kingdom
- Tamil Nadu electricity Board
- Pendopo Energi Batubara - Indonesia
- PNOC Exploration Corporation - Philippines
- Madhucon Powers Ltd - India
- Africa Commodities Group - South Africa
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