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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, 10 July 18
SHIPPING MARKET ANALYSIS - GEORGE LAZARIDIS
The trade dispute saga continued over the past week, as new tariffs were put into force on Friday in both the U.S. and China and have already taken ...
Tuesday, 10 July 18
SUPPORTING SULPHUR 2020 CONSISTENT IMPLEMENTATION - IMO
An IMO working group is meeting (9-13 July) to develop guidelines to support the consistent implementation of the 0.50% limit for the sulphur conte ...
Monday, 09 July 18
RISING COAL PRICES LIFTING AUSTRALIA'S EXPORT REVENUES BUT INVESTORS STAYING AWAY - NEWCASTLE HERALD
Newcastle coal prices have risen more than 40 per cent in a year to be at their highest levels for seven years but the industry is becoming increas ...
Saturday, 07 July 18
SUPRAMAX: THE ASIAN MARKET STRUGGLED; A 57K-DWT WAS REPORTED FIXED BASIS DELIVERY SINGAPORE FOR A TRIP VIA INDONESIA REDELIVERY INDIA AT $12K
Capesize
A punchy week for the big ships that saw Atlantic rates soar, with the tonnage list tight prompting charterers to split cargoes, thoug ...
Friday, 06 July 18
COAL PRICES HAVE REMAINED STRONG BUT ARE SET TO DECLINE - NAB
Coal spot prices have been highly volatile in recent years, with an upward trend since recent lows in April 2018, National Australia Bank says in i ...
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Showing 1671 to 1675 news of total 6871 |
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- Ambuja Cements Ltd - India
- GAC Shipping (India) Pvt Ltd
- MS Steel International - UAE
- Kepco SPC Power Corporation, Philippines
- Altura Mining Limited, Indonesia
- Sindya Power Generating Company Private Ltd
- Georgia Ports Authority, United States
- Trasteel International SA, Italy
- Kaltim Prima Coal - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Semirara Mining Corp, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Mercator Lines Limited - India
- Meenaskhi Energy Private Limited - India
- The State Trading Corporation of India Ltd
- Sree Jayajothi Cements Limited - India
- Wood Mackenzie - Singapore
- Borneo Indobara - Indonesia
- Cement Manufacturers Association - India
- Thiess Contractors Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Tata Chemicals Ltd - India
- The University of Queensland
- Krishnapatnam Port Company Ltd. - India
- Pipit Mutiara Jaya. PT, Indonesia
- GMR Energy Limited - India
- Bulk Trading Sa - Switzerland
- Mercuria Energy - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Uttam Galva Steels Limited - India
- Rio Tinto Coal - Australia
- Jindal Steel & Power Ltd - India
- Posco Energy - South Korea
- McConnell Dowell - Australia
- Simpson Spence & Young - Indonesia
- Sarangani Energy Corporation, Philippines
- Indian Energy Exchange, India
- SMG Consultants - Indonesia
- Global Coal Blending Company Limited - Australia
- European Bulk Services B.V. - Netherlands
- Mjunction Services Limited - India
- Makarim & Taira - Indonesia
- Marubeni Corporation - India
- Goldman Sachs - Singapore
- Global Green Power PLC Corporation, Philippines
- Global Business Power Corporation, Philippines
- Commonwealth Bank - Australia
- Australian Coal Association
- LBH Netherlands Bv - Netherlands
- Coastal Gujarat Power Limited - India
- Bhushan Steel Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Binh Thuan Hamico - Vietnam
- Mintek Dendrill Indonesia
- Parry Sugars Refinery, India
- Timah Investasi Mineral - Indoneisa
- Petron Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Power Finance Corporation Ltd., India
- Oldendorff Carriers - Singapore
- Maharashtra Electricity Regulatory Commission - India
- Semirara Mining and Power Corporation, Philippines
- Independent Power Producers Association of India
- Renaissance Capital - South Africa
- CIMB Investment Bank - Malaysia
- Metalloyd Limited - United Kingdom
- Indian Oil Corporation Limited
- Malabar Cements Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Ceylon Electricity Board - Sri Lanka
- Kalimantan Lumbung Energi - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Offshore Bulk Terminal Pte Ltd, Singapore
- Asmin Koalindo Tuhup - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Savvy Resources Ltd - HongKong
- Australian Commodity Traders Exchange
- Banpu Public Company Limited - Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bangladesh Power Developement Board
- Bayan Resources Tbk. - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Kapuas Tunggal Persada - Indonesia
- Africa Commodities Group - South Africa
- Kumho Petrochemical, South Korea
- Bhatia International Limited - India
- Kobexindo Tractors - Indoneisa
- Kideco Jaya Agung - Indonesia
- Sakthi Sugars Limited - India
- Heidelberg Cement - Germany
- Sojitz Corporation - Japan
- Jaiprakash Power Ventures ltd
- Parliament of New Zealand
- Orica Mining Services - Indonesia
- Medco Energi Mining Internasional
- Port Waratah Coal Services - Australia
- Directorate Of Revenue Intelligence - India
- Planning Commission, India
- South Luzon Thermal Energy Corporation
- PNOC Exploration Corporation - Philippines
- Standard Chartered Bank - UAE
- Ministry of Transport, Egypt
- Gujarat Sidhee Cement - India
- Madhucon Powers Ltd - India
- Merrill Lynch Commodities Europe
- Gujarat Electricity Regulatory Commission - India
- Baramulti Group, Indonesia
- Bharathi Cement Corporation - India
- ICICI Bank Limited - India
- Bhoruka Overseas - Indonesia
- Barasentosa Lestari - Indonesia
- PTC India Limited - India
- Antam Resourcindo - Indonesia
- Grasim Industreis Ltd - India
- Meralco Power Generation, Philippines
- Lanco Infratech Ltd - India
- White Energy Company Limited
- New Zealand Coal & Carbon
- IHS Mccloskey Coal Group - USA
- Manunggal Multi Energi - Indonesia
- Indonesian Coal Mining Association
- Eastern Energy - Thailand
- Indika Energy - Indonesia
- Thai Mozambique Logistica
- Xindia Steels Limited - India
- Therma Luzon, Inc, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Straits Asia Resources Limited - Singapore
- Ministry of Finance - Indonesia
- Maheswari Brothers Coal Limited - India
- Coalindo Energy - Indonesia
- Energy Link Ltd, New Zealand
- San Jose City I Power Corp, Philippines
- IEA Clean Coal Centre - UK
- CNBM International Corporation - China
- Anglo American - United Kingdom
- Eastern Coal Council - USA
- Karaikal Port Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Latin American Coal - Colombia
- Essar Steel Hazira Ltd - India
- Indo Tambangraya Megah - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- International Coal Ventures Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Aditya Birla Group - India
- Salva Resources Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Indogreen Group - Indonesia
- Interocean Group of Companies - India
- SMC Global Power, Philippines
- Intertek Mineral Services - Indonesia
- Globalindo Alam Lestari - Indonesia
- Central Java Power - Indonesia
- India Bulls Power Limited - India
- The Treasury - Australian Government
- Deloitte Consulting - India
- Ministry of Mines - Canada
- Electricity Authority, New Zealand
- Billiton Holdings Pty Ltd - Australia
- Energy Development Corp, Philippines
- Romanian Commodities Exchange
- Price Waterhouse Coopers - Russia
- Directorate General of MIneral and Coal - Indonesia
- Siam City Cement - Thailand
- Minerals Council of Australia
- OPG Power Generation Pvt Ltd - India
- Wilmar Investment Holdings
- TeaM Sual Corporation - Philippines
- Gujarat Mineral Development Corp Ltd - India
- Electricity Generating Authority of Thailand
- Singapore Mercantile Exchange
- Carbofer General Trading SA - India
- SN Aboitiz Power Inc, Philippines
- Miang Besar Coal Terminal - Indonesia
- Agrawal Coal Company - India
- Chamber of Mines of South Africa
- Tamil Nadu electricity Board
- Petrochimia International Co. Ltd.- Taiwan
- London Commodity Brokers - England
- Central Electricity Authority - India
- Rashtriya Ispat Nigam Limited - India
- Economic Council, Georgia
- Kartika Selabumi Mining - Indonesia
- Coal and Oil Company - UAE
- Vizag Seaport Private Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Edison Trading Spa - Italy
- Iligan Light & Power Inc, Philippines
- Attock Cement Pakistan Limited
- ASAPP Information Group - India
- Vedanta Resources Plc - India
- GN Power Mariveles Coal Plant, Philippines
- Samtan Co., Ltd - South Korea
- Sical Logistics Limited - India
- Videocon Industries ltd - India
- VISA Power Limited - India
- Pendopo Energi Batubara - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Vijayanagar Sugar Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- Larsen & Toubro Limited - India
- Sinarmas Energy and Mining - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Bukit Makmur.PT - Indonesia
- Toyota Tsusho Corporation, Japan
- Siam City Cement PLC, Thailand
- PowerSource Philippines DevCo
- Star Paper Mills Limited - India
- Orica Australia Pty. Ltd.
- GVK Power & Infra Limited - India
- Dalmia Cement Bharat India
- Neyveli Lignite Corporation Ltd, - India
- Aboitiz Power Corporation - Philippines
- Riau Bara Harum - Indonesia
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