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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, 29 June 18
THE LBH GROUP AND RHENUS PLAN TO ESTABLISH A JOINT COMPANY
Press Release: The port services provider, the LBH Group, and the logistics specialist Rhenus, are planning to cooperate closely in the European in ...
Friday, 29 June 18
SUPRAMAX: INDO / CHINA COAL ROUNDS PAYING AROUND USD HIGH 11000 - FEARNLYS
Capesize
Its been an interesting week with a strong demand for ships out of Brazil, making C3 rates remain around USD 19 pmt said Fearnlys in i ...
Friday, 29 June 18
JAPAN'S TOHOKU ELEC, GLENCORE ABANDON APRIL-MARCH COAL CONTRACT TALKS - REUTERS
Japan’s Tohoku Electric Power Co Inc and Glencore Plc have abandoned talks on annual thermal coal supplies after failing to reach an agreemen ...
Wednesday, 27 June 18
SHIPPING MARKET INSIGHT - APOSTOLOS ROMPOPOULOS
After the abolishment of the trade embargo against Iran, there was a lot of optimism from the country’s side, as after quite some time a numb ...
Tuesday, 26 June 18
"ALWAYS ACCESSIBLE": ARRIVAL, DEPARTURE OR BOTH? - INCE & CO
KNOWLEDGE TO ELEVATE
An “always accessible” berth warranty is often used by an owner to transfer the risk of delays in berthing to ...
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Showing 1686 to 1690 news of total 6871 |
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- PetroVietnam Power Coal Import and Supply Company
- Singapore Mercantile Exchange
- Samtan Co., Ltd - South Korea
- Bukit Baiduri Energy - Indonesia
- The University of Queensland
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bangladesh Power Developement Board
- Australian Coal Association
- Banpu Public Company Limited - Thailand
- Central Electricity Authority - India
- Sical Logistics Limited - India
- Deloitte Consulting - India
- Coal and Oil Company - UAE
- Interocean Group of Companies - India
- Essar Steel Hazira Ltd - India
- Rashtriya Ispat Nigam Limited - India
- South Luzon Thermal Energy Corporation
- Miang Besar Coal Terminal - Indonesia
- Coastal Gujarat Power Limited - India
- Bhushan Steel Limited - India
- Commonwealth Bank - Australia
- Medco Energi Mining Internasional
- TNB Fuel Sdn Bhd - Malaysia
- Uttam Galva Steels Limited - India
- PTC India Limited - India
- Georgia Ports Authority, United States
- Asmin Koalindo Tuhup - Indonesia
- Marubeni Corporation - India
- Bharathi Cement Corporation - India
- Africa Commodities Group - South Africa
- SMG Consultants - Indonesia
- Jindal Steel & Power Ltd - India
- Gujarat Sidhee Cement - India
- Baramulti Group, Indonesia
- SN Aboitiz Power Inc, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- GN Power Mariveles Coal Plant, Philippines
- Bhoruka Overseas - Indonesia
- Ind-Barath Power Infra Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sojitz Corporation - Japan
- Therma Luzon, Inc, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Sarangani Energy Corporation, Philippines
- Trasteel International SA, Italy
- Globalindo Alam Lestari - Indonesia
- Bukit Makmur.PT - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Indian Energy Exchange, India
- Indogreen Group - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Agrawal Coal Company - India
- Leighton Contractors Pty Ltd - Australia
- Energy Link Ltd, New Zealand
- AsiaOL BioFuels Corp., Philippines
- ICICI Bank Limited - India
- White Energy Company Limited
- Chamber of Mines of South Africa
- New Zealand Coal & Carbon
- Gujarat Electricity Regulatory Commission - India
- Oldendorff Carriers - Singapore
- PNOC Exploration Corporation - Philippines
- Kepco SPC Power Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Straits Asia Resources Limited - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- Directorate Of Revenue Intelligence - India
- Indonesian Coal Mining Association
- Pipit Mutiara Jaya. PT, Indonesia
- Sindya Power Generating Company Private Ltd
- Kobexindo Tractors - Indoneisa
- Riau Bara Harum - Indonesia
- Edison Trading Spa - Italy
- Power Finance Corporation Ltd., India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Rio Tinto Coal - Australia
- Petrochimia International Co. Ltd.- Taiwan
- IEA Clean Coal Centre - UK
- Global Coal Blending Company Limited - Australia
- Heidelberg Cement - Germany
- The Treasury - Australian Government
- Dalmia Cement Bharat India
- GVK Power & Infra Limited - India
- Vizag Seaport Private Limited - India
- Wood Mackenzie - Singapore
- Price Waterhouse Coopers - Russia
- McConnell Dowell - Australia
- Kartika Selabumi Mining - Indonesia
- Makarim & Taira - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Eastern Coal Council - USA
- Kaltim Prima Coal - Indonesia
- Energy Development Corp, Philippines
- Manunggal Multi Energi - Indonesia
- Independent Power Producers Association of India
- Thiess Contractors Indonesia
- Sree Jayajothi Cements Limited - India
- VISA Power Limited - India
- Ministry of Finance - Indonesia
- Petron Corporation, Philippines
- Renaissance Capital - South Africa
- Aditya Birla Group - India
- Standard Chartered Bank - UAE
- Planning Commission, India
- Meralco Power Generation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Indika Energy - Indonesia
- Central Java Power - Indonesia
- Sakthi Sugars Limited - India
- Semirara Mining Corp, Philippines
- Thai Mozambique Logistica
- Eastern Energy - Thailand
- Karaikal Port Pvt Ltd - India
- Coalindo Energy - Indonesia
- Global Green Power PLC Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Merrill Lynch Commodities Europe
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mercuria Energy - Indonesia
- Electricity Generating Authority of Thailand
- Larsen & Toubro Limited - India
- Salva Resources Pvt Ltd - India
- Madhucon Powers Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Latin American Coal - Colombia
- Vedanta Resources Plc - India
- Formosa Plastics Group - Taiwan
- Karbindo Abesyapradhi - Indoneisa
- Jaiprakash Power Ventures ltd
- Tamil Nadu electricity Board
- Australian Commodity Traders Exchange
- India Bulls Power Limited - India
- Videocon Industries ltd - India
- Parry Sugars Refinery, India
- Indo Tambangraya Megah - Indonesia
- Orica Mining Services - Indonesia
- Posco Energy - South Korea
- Pendopo Energi Batubara - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sinarmas Energy and Mining - Indonesia
- Ministry of Transport, Egypt
- Metalloyd Limited - United Kingdom
- Port Waratah Coal Services - Australia
- MS Steel International - UAE
- Timah Investasi Mineral - Indoneisa
- Toyota Tsusho Corporation, Japan
- Mjunction Services Limited - India
- Lanco Infratech Ltd - India
- PowerSource Philippines DevCo
- IHS Mccloskey Coal Group - USA
- Xindia Steels Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Alfred C Toepfer International GmbH - Germany
- Bulk Trading Sa - Switzerland
- Maheswari Brothers Coal Limited - India
- GAC Shipping (India) Pvt Ltd
- Indian Oil Corporation Limited
- Bukit Asam (Persero) Tbk - Indonesia
- Binh Thuan Hamico - Vietnam
- Carbofer General Trading SA - India
- Wilmar Investment Holdings
- Cigading International Bulk Terminal - Indonesia
- European Bulk Services B.V. - Netherlands
- Barasentosa Lestari - Indonesia
- OPG Power Generation Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Mercator Lines Limited - India
- Ambuja Cements Ltd - India
- Economic Council, Georgia
- Minerals Council of Australia
- CNBM International Corporation - China
- ASAPP Information Group - India
- Siam City Cement - Thailand
- Semirara Mining and Power Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Antam Resourcindo - Indonesia
- Attock Cement Pakistan Limited
- GMR Energy Limited - India
- Mintek Dendrill Indonesia
- Romanian Commodities Exchange
- Cement Manufacturers Association - India
- Kumho Petrochemical, South Korea
- San Jose City I Power Corp, Philippines
- Intertek Mineral Services - Indonesia
- London Commodity Brokers - England
- Global Business Power Corporation, Philippines
- Simpson Spence & Young - Indonesia
- Bayan Resources Tbk. - Indonesia
- International Coal Ventures Pvt Ltd - India
- Goldman Sachs - Singapore
- SMC Global Power, Philippines
- Borneo Indobara - Indonesia
- Kideco Jaya Agung - Indonesia
- Meenaskhi Energy Private Limited - India
- The State Trading Corporation of India Ltd
- Parliament of New Zealand
- Tata Chemicals Ltd - India
- Aboitiz Power Corporation - Philippines
- Ministry of Mines - Canada
- Bhatia International Limited - India
- CIMB Investment Bank - Malaysia
- Siam City Cement PLC, Thailand
- Iligan Light & Power Inc, Philippines
- Savvy Resources Ltd - HongKong
- Anglo American - United Kingdom
- Electricity Authority, New Zealand
- Malabar Cements Ltd - India
- Grasim Industreis Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Neyveli Lignite Corporation Ltd, - India
- Star Paper Mills Limited - India
- Orica Australia Pty. Ltd.
- Chettinad Cement Corporation Ltd - India
- Kalimantan Lumbung Energi - Indonesia
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