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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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Friday, 06 July 18
HOW FLEET SIZE, CORPORATE PROFILE AND STRATEGY ARE DECIDING FACTORS IN SELECTING AN APPROPRIATE FINANCING STRATEGY - PWC
KNOWLEDGE TO ELEVATE
The challenges that shipping companies are facing when selecting an appropriate financing strategy during the current per ...
Friday, 06 July 18
INDIA: GOVT TO RELAX CURBS ON INDIAN FIRMS CHARTERING FOREIGN SHIPS - HINDU BUSINESS LINE
The Ministry of Shipping is clearly in reform mode. On the heels of the recent relaxation of the cabotage law, which allows foreign flag vessels to ...
Friday, 06 July 18
AUSTRALIAN NEWCASTLE SPOT COAL PRICES HIT $120 FOR 1ST TIME SINCE 2012 - REUTERS
Australian thermal coal prices have broken through $120 per tonne for the first time since 2012, driven up by strong consumption in Asia and spot m ...
Thursday, 05 July 18
WHAT THE FAILED GLENCORE-TOHOKU COAL TALKS MEAN FOR THE MARKET - REUTERS
Electric utilities in Japan and other Asian countries are driving blind when it comes to coal prices after the failure of Japan’s Tohoku Elec ...
Thursday, 05 July 18
INDONESIAN COAL PRICE REFERENCE HITS 74 MONTHS HIGH OF $104.65 A TON
COALspot.com: HBA keeps rising. According to latest ministerial decree No.1892 K/30/MEM/2018 dated 2 July 2018, the Indonesian Coal Price Reference ...
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- Aditya Birla Group - India
- IHS Mccloskey Coal Group - USA
- Jindal Steel & Power Ltd - India
- McConnell Dowell - Australia
- Savvy Resources Ltd - HongKong
- Samtan Co., Ltd - South Korea
- TNB Fuel Sdn Bhd - Malaysia
- Meenaskhi Energy Private Limited - India
- Australian Commodity Traders Exchange
- Edison Trading Spa - Italy
- Medco Energi Mining Internasional
- Maheswari Brothers Coal Limited - India
- Baramulti Group, Indonesia
- Borneo Indobara - Indonesia
- Indogreen Group - Indonesia
- Simpson Spence & Young - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Orica Australia Pty. Ltd.
- Planning Commission, India
- Central Electricity Authority - India
- Tata Chemicals Ltd - India
- Binh Thuan Hamico - Vietnam
- Mercator Lines Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Sarangani Energy Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Meralco Power Generation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Rio Tinto Coal - Australia
- New Zealand Coal & Carbon
- Makarim & Taira - Indonesia
- Riau Bara Harum - Indonesia
- Coal and Oil Company - UAE
- Timah Investasi Mineral - Indoneisa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Romanian Commodities Exchange
- Madhucon Powers Ltd - India
- Salva Resources Pvt Ltd - India
- Indika Energy - Indonesia
- Formosa Plastics Group - Taiwan
- Bhoruka Overseas - Indonesia
- Rashtriya Ispat Nigam Limited - India
- The State Trading Corporation of India Ltd
- Kobexindo Tractors - Indoneisa
- Kartika Selabumi Mining - Indonesia
- Latin American Coal - Colombia
- Neyveli Lignite Corporation Ltd, - India
- Ministry of Transport, Egypt
- Indonesian Coal Mining Association
- Standard Chartered Bank - UAE
- Kumho Petrochemical, South Korea
- Electricity Authority, New Zealand
- CIMB Investment Bank - Malaysia
- Indian Energy Exchange, India
- Bangladesh Power Developement Board
- Interocean Group of Companies - India
- PNOC Exploration Corporation - Philippines
- Maharashtra Electricity Regulatory Commission - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Gujarat Sidhee Cement - India
- Agrawal Coal Company - India
- Sindya Power Generating Company Private Ltd
- Chamber of Mines of South Africa
- India Bulls Power Limited - India
- AsiaOL BioFuels Corp., Philippines
- Star Paper Mills Limited - India
- Alfred C Toepfer International GmbH - Germany
- Posco Energy - South Korea
- Kalimantan Lumbung Energi - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Wilmar Investment Holdings
- Deloitte Consulting - India
- Carbofer General Trading SA - India
- Intertek Mineral Services - Indonesia
- IEA Clean Coal Centre - UK
- Ministry of Finance - Indonesia
- Xindia Steels Limited - India
- Energy Development Corp, Philippines
- Lanco Infratech Ltd - India
- Bukit Makmur.PT - Indonesia
- European Bulk Services B.V. - Netherlands
- Billiton Holdings Pty Ltd - Australia
- Jorong Barutama Greston.PT - Indonesia
- TeaM Sual Corporation - Philippines
- SMC Global Power, Philippines
- Holcim Trading Pte Ltd - Singapore
- Eastern Energy - Thailand
- Directorate General of MIneral and Coal - Indonesia
- Heidelberg Cement - Germany
- Bharathi Cement Corporation - India
- Minerals Council of Australia
- South Luzon Thermal Energy Corporation
- Mercuria Energy - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Central Java Power - Indonesia
- Bhushan Steel Limited - India
- Chettinad Cement Corporation Ltd - India
- Tamil Nadu electricity Board
- Global Green Power PLC Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ministry of Mines - Canada
- Thai Mozambique Logistica
- Kohat Cement Company Ltd. - Pakistan
- Commonwealth Bank - Australia
- PTC India Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mjunction Services Limited - India
- ASAPP Information Group - India
- Orica Mining Services - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Wood Mackenzie - Singapore
- VISA Power Limited - India
- Singapore Mercantile Exchange
- Pendopo Energi Batubara - Indonesia
- SN Aboitiz Power Inc, Philippines
- Sical Logistics Limited - India
- Independent Power Producers Association of India
- Globalindo Alam Lestari - Indonesia
- Mintek Dendrill Indonesia
- Sakthi Sugars Limited - India
- Larsen & Toubro Limited - India
- Marubeni Corporation - India
- Kaltim Prima Coal - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- The Treasury - Australian Government
- Parry Sugars Refinery, India
- Merrill Lynch Commodities Europe
- Electricity Generating Authority of Thailand
- Australian Coal Association
- GAC Shipping (India) Pvt Ltd
- OPG Power Generation Pvt Ltd - India
- Malabar Cements Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Metalloyd Limited - United Kingdom
- Power Finance Corporation Ltd., India
- Karaikal Port Pvt Ltd - India
- Energy Link Ltd, New Zealand
- Indo Tambangraya Megah - Indonesia
- Uttam Galva Steels Limited - India
- White Energy Company Limited
- Ind-Barath Power Infra Limited - India
- London Commodity Brokers - England
- Antam Resourcindo - Indonesia
- Bayan Resources Tbk. - Indonesia
- Aboitiz Power Corporation - Philippines
- International Coal Ventures Pvt Ltd - India
- Indian Oil Corporation Limited
- Therma Luzon, Inc, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Altura Mining Limited, Indonesia
- PetroVietnam Power Coal Import and Supply Company
- MS Steel International - UAE
- LBH Netherlands Bv - Netherlands
- Georgia Ports Authority, United States
- Gujarat Mineral Development Corp Ltd - India
- GVK Power & Infra Limited - India
- Port Waratah Coal Services - Australia
- PowerSource Philippines DevCo
- Goldman Sachs - Singapore
- Kepco SPC Power Corporation, Philippines
- Global Business Power Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Essar Steel Hazira Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Miang Besar Coal Terminal - Indonesia
- Ambuja Cements Ltd - India
- Grasim Industreis Ltd - India
- Parliament of New Zealand
- Economic Council, Georgia
- Siam City Cement PLC, Thailand
- Directorate Of Revenue Intelligence - India
- SMG Consultants - Indonesia
- Sree Jayajothi Cements Limited - India
- Jaiprakash Power Ventures ltd
- Africa Commodities Group - South Africa
- Straits Asia Resources Limited - Singapore
- CNBM International Corporation - China
- Kapuas Tunggal Persada - Indonesia
- GMR Energy Limited - India
- Bhatia International Limited - India
- Vizag Seaport Private Limited - India
- Videocon Industries ltd - India
- Siam City Cement - Thailand
- The University of Queensland
- Attock Cement Pakistan Limited
- Cement Manufacturers Association - India
- Renaissance Capital - South Africa
- Barasentosa Lestari - Indonesia
- Dalmia Cement Bharat India
- Toyota Tsusho Corporation, Japan
- Bulk Trading Sa - Switzerland
- Price Waterhouse Coopers - Russia
- Pipit Mutiara Jaya. PT, Indonesia
- Semirara Mining and Power Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Eastern Coal Council - USA
- Trasteel International SA, Italy
- Banpu Public Company Limited - Thailand
- Sojitz Corporation - Japan
- Coastal Gujarat Power Limited - India
- Vedanta Resources Plc - India
- Iligan Light & Power Inc, Philippines
- Thiess Contractors Indonesia
- Leighton Contractors Pty Ltd - Australia
- San Jose City I Power Corp, Philippines
- Semirara Mining Corp, Philippines
- ICICI Bank Limited - India
- Coalindo Energy - Indonesia
- Anglo American - United Kingdom
- Petron Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Global Coal Blending Company Limited - Australia
- Oldendorff Carriers - Singapore
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