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Thursday, 06 December 18
DEMAND RISKS WEIGH ON GLOBAL SHIPPING SECTOR OUTLOOK - FITCH RATINGS
 The global shipping sector outlook remains negative reflecting the demand-side risks of protectionism and slower economic growth, Fitch Ratings says. Higher fuel costs and sulphur regulation will also put pressure on shippers. Partly offsetting an unfavourable environment are emerging signs of better capacity management by shipping companies, which is key to a sustainable balance and freight rates that support consistent profitability. We expect better fundamentals in container and dry bulk, while capacity growth will weigh on tankers. The key risk to shipping is an escalation of protectionist measures that would damage global trade and GDP growth.
Free global trade is vital for shipping development – about 80% of world trade in goods is carried by ships. More stringent fuel regulations regarding sulphur content could significantly increase operating costs and capex requirements in all shipping segments. This may negatively affect financials unless shippers pass these costs to customers. However, the product tanker market may benefit from these regulations as seaborne trade of low sulphur fuel is likely to increase as a result.
We expect healthy, albeit slower volume growth, in 2019 in container shipping. But supply and demand should be more balanced as fewer new vessels come onto the market. This should provide support to freight rates. Container shipping has become more consolidated with top five players accounting for 63% of the market in 2018 compared to only 31% in 2000, which is beginning to help with coordinated capacity deployment.
We expect freight rates in dry bulk to remain flat on average in 2019 based on balanced volumes and net fleet growth of about 3%. Any escalation of global trade conflicts, especially between the US and China, could affect cargo flows, especially for grains and minor bulk. However, we see the risk of a material reduction of overall demand and rates to be low. This is because commodity trade flows are likely to shift, rather than stop. For example, Chinese tariffs on US grain imports caused an increase in South American exports to China, while US soybeans have been directed to European and Middle Eastern markets.
Potential overcapacity weighs on the tanker sector. We forecast net tanker capacity to grow at about 3%, up from about 1.5% in 2018. The sector may face downside risks from oil demand and supply. US Energy Information Administration (EIA) forecasts global oil consumption in 2019 to rise 1.4%, down slightly from a 1.5% increase in 2018. The impact of US sanctions on Iranian crude oil exports as well as OPEC’s decision on production volumes in December meeting are likely to affect oil supply and, as a result, demand for tankers
Source: Fitch Ratings
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Wednesday, 24 July 19
COAL'S DEMISE QUICKENS IN EUROPE AS MARKET SHIFT IDLES PLANTS - BLOOMBERG
Commodity markets are stripping away the case for coal in Europe, moving quicker than government efforts to close the most polluting power plants.
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Monday, 22 July 19
SUPRAMAX: THE ASIAN ARENA SAW INCREASED ACTIVITY AND STRONGER NUMBERS BEING CONCLUDED; INDONESIAN ROUNDS REMAINED FIRM - BALTIC BRIEFING
Capesize
Another week of gains as the Atlantic basin continues to be pressurised on tonnage and Brazilian cargoes keep up a steady flow. The Ca ...
Thursday, 18 July 19
WORLD TRADE IN HARD COAL ROSE BY 4.7% IN 2018 - GERMANY COAL IMPORTERS ASSOCIATION
World Trade in Hard Coal Rose by 4.7% in 2018
Hard Coal Can Prevent Stress in the Electric Power System in Germany
• Sharp decl ...
Wednesday, 17 July 19
MARKET INSIGHT - INTERMODAL
The Strait of Hormuz is one of the most important waterways in the world, connecting crude producers in the Middle East with key markets in the res ...
Tuesday, 16 July 19
KING COAL RULES IN JAPAN AS POWER UTILITIES IN THRALL TO LOW-COST FUEL - REUTERS
Japanese utilities will rely on the return of coal-fired power plants from maintenance to meet peak electricity demand this summer, highlighting th ...
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- Kapuas Tunggal Persada - Indonesia
- GMR Energy Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Essar Steel Hazira Ltd - India
- Rashtriya Ispat Nigam Limited - India
- South Luzon Thermal Energy Corporation
- Grasim Industreis Ltd - India
- Meenaskhi Energy Private Limited - India
- India Bulls Power Limited - India
- Singapore Mercantile Exchange
- AsiaOL BioFuels Corp., Philippines
- Kepco SPC Power Corporation, Philippines
- Uttam Galva Steels Limited - India
- Vedanta Resources Plc - India
- SMG Consultants - Indonesia
- Kumho Petrochemical, South Korea
- Orica Australia Pty. Ltd.
- Price Waterhouse Coopers - Russia
- Sree Jayajothi Cements Limited - India
- Carbofer General Trading SA - India
- Bhoruka Overseas - Indonesia
- Manunggal Multi Energi - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Globalindo Alam Lestari - Indonesia
- Iligan Light & Power Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- The Treasury - Australian Government
- Xindia Steels Limited - India
- Videocon Industries ltd - India
- CIMB Investment Bank - Malaysia
- Vizag Seaport Private Limited - India
- Energy Development Corp, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Borneo Indobara - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bhatia International Limited - India
- Rio Tinto Coal - Australia
- Mintek Dendrill Indonesia
- Merrill Lynch Commodities Europe
- Kaltim Prima Coal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Mercator Lines Limited - India
- Sinarmas Energy and Mining - Indonesia
- Directorate Of Revenue Intelligence - India
- Electricity Generating Authority of Thailand
- Toyota Tsusho Corporation, Japan
- Global Business Power Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- GVK Power & Infra Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Trasteel International SA, Italy
- Bukit Makmur.PT - Indonesia
- Eastern Energy - Thailand
- Coastal Gujarat Power Limited - India
- Therma Luzon, Inc, Philippines
- Larsen & Toubro Limited - India
- Central Electricity Authority - India
- TNB Fuel Sdn Bhd - Malaysia
- Sical Logistics Limited - India
- Posco Energy - South Korea
- Indian Energy Exchange, India
- Malabar Cements Ltd - India
- Kartika Selabumi Mining - Indonesia
- Chettinad Cement Corporation Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- ICICI Bank Limited - India
- Siam City Cement PLC, Thailand
- Medco Energi Mining Internasional
- Karaikal Port Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Planning Commission, India
- Tata Chemicals Ltd - India
- GAC Shipping (India) Pvt Ltd
- Leighton Contractors Pty Ltd - Australia
- SMC Global Power, Philippines
- TeaM Sual Corporation - Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Agrawal Coal Company - India
- Indogreen Group - Indonesia
- Global Green Power PLC Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Madhucon Powers Ltd - India
- Cement Manufacturers Association - India
- Billiton Holdings Pty Ltd - Australia
- Meralco Power Generation, Philippines
- Kideco Jaya Agung - Indonesia
- Aditya Birla Group - India
- Central Java Power - Indonesia
- Independent Power Producers Association of India
- MS Steel International - UAE
- Indian Oil Corporation Limited
- Jaiprakash Power Ventures ltd
- Energy Link Ltd, New Zealand
- Oldendorff Carriers - Singapore
- Anglo American - United Kingdom
- The University of Queensland
- Sakthi Sugars Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Banpu Public Company Limited - Thailand
- Jindal Steel & Power Ltd - India
- VISA Power Limited - India
- Riau Bara Harum - Indonesia
- Antam Resourcindo - Indonesia
- Intertek Mineral Services - Indonesia
- IHS Mccloskey Coal Group - USA
- Parliament of New Zealand
- Makarim & Taira - Indonesia
- Chamber of Mines of South Africa
- Metalloyd Limited - United Kingdom
- Wood Mackenzie - Singapore
- Electricity Authority, New Zealand
- Aboitiz Power Corporation - Philippines
- Holcim Trading Pte Ltd - Singapore
- Standard Chartered Bank - UAE
- The State Trading Corporation of India Ltd
- Commonwealth Bank - Australia
- Semirara Mining and Power Corporation, Philippines
- Edison Trading Spa - Italy
- Krishnapatnam Port Company Ltd. - India
- Siam City Cement - Thailand
- GN Power Mariveles Coal Plant, Philippines
- Indonesian Coal Mining Association
- Economic Council, Georgia
- Georgia Ports Authority, United States
- Bahari Cakrawala Sebuku - Indonesia
- Dalmia Cement Bharat India
- Minerals Council of Australia
- Goldman Sachs - Singapore
- European Bulk Services B.V. - Netherlands
- Samtan Co., Ltd - South Korea
- Australian Coal Association
- Sarangani Energy Corporation, Philippines
- Barasentosa Lestari - Indonesia
- Timah Investasi Mineral - Indoneisa
- SN Aboitiz Power Inc, Philippines
- London Commodity Brokers - England
- Thiess Contractors Indonesia
- Salva Resources Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Ministry of Finance - Indonesia
- Latin American Coal - Colombia
- Indika Energy - Indonesia
- White Energy Company Limited
- CNBM International Corporation - China
- Coalindo Energy - Indonesia
- Parry Sugars Refinery, India
- Gujarat Electricity Regulatory Commission - India
- Bayan Resources Tbk. - Indonesia
- PNOC Exploration Corporation - Philippines
- Africa Commodities Group - South Africa
- Wilmar Investment Holdings
- Semirara Mining Corp, Philippines
- Bulk Trading Sa - Switzerland
- Simpson Spence & Young - Indonesia
- Maheswari Brothers Coal Limited - India
- Pendopo Energi Batubara - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Renaissance Capital - South Africa
- Sindya Power Generating Company Private Ltd
- PTC India Limited - India
- Cigading International Bulk Terminal - Indonesia
- Ambuja Cements Ltd - India
- New Zealand Coal & Carbon
- Baramulti Group, Indonesia
- Heidelberg Cement - Germany
- Thai Mozambique Logistica
- Interocean Group of Companies - India
- Savvy Resources Ltd - HongKong
- PowerSource Philippines DevCo
- Directorate General of MIneral and Coal - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- IEA Clean Coal Centre - UK
- Mjunction Services Limited - India
- Alfred C Toepfer International GmbH - Germany
- Port Waratah Coal Services - Australia
- Neyveli Lignite Corporation Ltd, - India
- Altura Mining Limited, Indonesia
- Ministry of Transport, Egypt
- Petron Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Australian Commodity Traders Exchange
- Romanian Commodities Exchange
- McConnell Dowell - Australia
- Eastern Coal Council - USA
- ASAPP Information Group - India
- International Coal Ventures Pvt Ltd - India
- Binh Thuan Hamico - Vietnam
- Bhushan Steel Limited - India
- Ceylon Electricity Board - Sri Lanka
- Marubeni Corporation - India
- Bharathi Cement Corporation - India
- Attock Cement Pakistan Limited
- Asmin Koalindo Tuhup - Indonesia
- Bangladesh Power Developement Board
- Sojitz Corporation - Japan
- Formosa Plastics Group - Taiwan
- Indo Tambangraya Megah - Indonesia
- Mercuria Energy - Indonesia
- San Jose City I Power Corp, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Bukit Baiduri Energy - Indonesia
- Gujarat Sidhee Cement - India
- Orica Mining Services - Indonesia
- Tamil Nadu electricity Board
- Deloitte Consulting - India
- Lanco Infratech Ltd - India
- Coal and Oil Company - UAE
- Ministry of Mines - Canada
- Star Paper Mills Limited - India
- Kobexindo Tractors - Indoneisa
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