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Thursday, 27 December 18
SHIPPING IS ENTERING A NEW ERA OF EVER CHALLENGING CONDITIONS - ALLIED
 As we move closer to the end of the year and we look forward into New Year, we are still finding ourselves looking deep into a market outlook full of precarious scenarios and shrouded by excess uncertainty, say Allied shipping in its latest weekly report.
According to Allied's research team, over the past year it has become ever increasingly difficult to be able to determine where the new equilibrium in the market will form. Shipping is entering a new era of ever challenging conditions, whether it be by new regulations and the shifting trends they can foretell on the supply side of the market, or it be by the fast paced political and economic shifts which easily cause sharp shifts on the demand side. Of course it is of note to say that across all the main sectors of bulk shipping we have seen a level of stability for when it comes to their respective fleet growth and the level of newbuilding ordering taking place. This has for some time helped ease back concern amongst most in the industry and has even allowed in some case for a strong sense of optimism to be regained. Given that on average we are seeing an orderbook to fleet ratio of just fewer than 9% across the dry bulk sector and just under 10% in the tanker sector, it seems as though the equilibrium that seems to have been struck of late could well be here to stay. This argument goes even further once you take note that in most cases considerably less than half of those orders are for the coming year, meaning that we don’t anticipate any extravagant shift on the supply side of the market within 2019 said Allied.
The report further noted that, yet there may well be factors coming into play that could disturb this balance. The excessive levels of new regulations coming into force in the relative near-term could pose a risk and push an increasing number of ship owners onto the new-building front (given the ease by which a vessel could be set to comply in comparison to an already trading vessel which needs to be retrofitted). In most cases these new orders would not do much to disrupt the fleet balance in 2019, but would in effect lead to a disruption in asset values of already trading ships and could in essence be the cause for excessive market volatility before these new orders are even delivered.
Realistically however the main concern over the past 12 months has shifted towards the ever-increasing troubles seen on the demand side of things. Over the past couple of years we have seen ever more political turmoil unfold and “war lines” being drawn on international trade. This has intensified considerably over the past 8 months and does not look to be dissipating any time soon (despite the recent “truce” agreed between the US and China). What turns this all into a highly precarious environment for international shipping is that this trade tension is in its biggest part between the world’s two largest economies, while at the same time it has been their 20 year old trading relationship that has in its most part helped bring about some of the most affluent market conditions the shipping industry has ever seen. The part that makes all this shrouded in excess uncertainty is the fact that the decisions are not being made or executed with any business sense or strategy but in their most part are a political charades which come and go in the most unpredictable way.
Taking all these and more into account, Allied says we would like to close the year wishing to all our readers a happy holiday season and that the New Year finds them in good health and fortune and hopefully within a market shifting back towards clarity and sense rather than further instability and random shocks.
Merry Christmas and a Happy New Year.
- Allied shipping -
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Thursday, 21 March 19
PRICE PLUNGE AS CHINESE LEAVE THERMAL COAL OUT IN THE COLD - AUSTRALIAN FINANCIAL REVIEW
Thermal coal exporter New Hope Corporation says China’s shipment squeeze on Australia is putting downward pressure on prices in all markets i ...
Wednesday, 20 March 19
COAL EXPORT FEARS RESURFACE AS RESTRICTIONS HIT MORE CHINESE PORTS AND AUSTRALIAN PRICES COP A 'BELTING' - ABC
Australian thermal coal exports to China are under increasing pressure, with indications import restrictions are spreading to other key ports.
...
Monday, 18 March 19
A 56,000DWT SHIP FIXED DELIVERY FOR A SINGAPORE TRIP VIA INDONESIA, RE-DELIVERY CHINA, AT $10,000 - BALTIC BRIEFING
Capesize
The Baltic Capesize market shrugged off its recent negative sentiment to post daily incremental improvements over the last week. Pacif ...
Saturday, 16 March 19
AUSTRALIAN COAL STILL FACING CHINESE DELAY - AAP
Australian coal exports to China are still facing delays, with protectionism and environmental checks blamed for the slowdown.
Coal ...
Thursday, 14 March 19
SUPRAMAX: INDO COAL CARGOES GETTING FIXED AT AROUND US$ 12000 TO CHINA - FEARNLEYS
Capesize
Average daily earning still well below operating costs, and owners keep bleeding - but nevertheless finally some bright spots for the ...
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- Romanian Commodities Exchange
- Sakthi Sugars Limited - India
- Karaikal Port Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- TeaM Sual Corporation - Philippines
- Sree Jayajothi Cements Limited - India
- India Bulls Power Limited - India
- Ministry of Finance - Indonesia
- Ind-Barath Power Infra Limited - India
- IHS Mccloskey Coal Group - USA
- The State Trading Corporation of India Ltd
- Orica Mining Services - Indonesia
- Globalindo Alam Lestari - Indonesia
- Petron Corporation, Philippines
- White Energy Company Limited
- Wilmar Investment Holdings
- Kapuas Tunggal Persada - Indonesia
- PNOC Exploration Corporation - Philippines
- PetroVietnam Power Coal Import and Supply Company
- Siam City Cement - Thailand
- Mercuria Energy - Indonesia
- Central Java Power - Indonesia
- Eastern Coal Council - USA
- Renaissance Capital - South Africa
- Indika Energy - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indo Tambangraya Megah - Indonesia
- Lanco Infratech Ltd - India
- Coastal Gujarat Power Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- SMC Global Power, Philippines
- Agrawal Coal Company - India
- Vedanta Resources Plc - India
- South Luzon Thermal Energy Corporation
- Merrill Lynch Commodities Europe
- Eastern Energy - Thailand
- Thiess Contractors Indonesia
- Australian Commodity Traders Exchange
- Rio Tinto Coal - Australia
- GMR Energy Limited - India
- Attock Cement Pakistan Limited
- Salva Resources Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Chettinad Cement Corporation Ltd - India
- Kideco Jaya Agung - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Bukit Asam (Persero) Tbk - Indonesia
- Power Finance Corporation Ltd., India
- Bahari Cakrawala Sebuku - Indonesia
- Aditya Birla Group - India
- Indian Energy Exchange, India
- Bayan Resources Tbk. - Indonesia
- GAC Shipping (India) Pvt Ltd
- Maheswari Brothers Coal Limited - India
- IEA Clean Coal Centre - UK
- Neyveli Lignite Corporation Ltd, - India
- MS Steel International - UAE
- European Bulk Services B.V. - Netherlands
- Simpson Spence & Young - Indonesia
- The Treasury - Australian Government
- Planning Commission, India
- Ambuja Cements Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Medco Energi Mining Internasional
- Toyota Tsusho Corporation, Japan
- Port Waratah Coal Services - Australia
- Gujarat Electricity Regulatory Commission - India
- Jindal Steel & Power Ltd - India
- Coal and Oil Company - UAE
- Sarangani Energy Corporation, Philippines
- Star Paper Mills Limited - India
- Commonwealth Bank - Australia
- Krishnapatnam Port Company Ltd. - India
- Meenaskhi Energy Private Limited - India
- Chamber of Mines of South Africa
- Malabar Cements Ltd - India
- OPG Power Generation Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Straits Asia Resources Limited - Singapore
- Kartika Selabumi Mining - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Heidelberg Cement - Germany
- Price Waterhouse Coopers - Russia
- Singapore Mercantile Exchange
- Indonesian Coal Mining Association
- Electricity Generating Authority of Thailand
- Mercator Lines Limited - India
- Latin American Coal - Colombia
- Videocon Industries ltd - India
- SN Aboitiz Power Inc, Philippines
- ICICI Bank Limited - India
- Energy Development Corp, Philippines
- Wood Mackenzie - Singapore
- Uttam Galva Steels Limited - India
- Dalmia Cement Bharat India
- Central Electricity Authority - India
- Iligan Light & Power Inc, Philippines
- Xindia Steels Limited - India
- Kaltim Prima Coal - Indonesia
- Carbofer General Trading SA - India
- Manunggal Multi Energi - Indonesia
- Marubeni Corporation - India
- Standard Chartered Bank - UAE
- Bukit Baiduri Energy - Indonesia
- Edison Trading Spa - Italy
- The University of Queensland
- Indogreen Group - Indonesia
- Aboitiz Power Corporation - Philippines
- Georgia Ports Authority, United States
- Miang Besar Coal Terminal - Indonesia
- Orica Australia Pty. Ltd.
- Jorong Barutama Greston.PT - Indonesia
- Energy Link Ltd, New Zealand
- TNB Fuel Sdn Bhd - Malaysia
- Bharathi Cement Corporation - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Ministry of Transport, Egypt
- Bulk Trading Sa - Switzerland
- Indian Oil Corporation Limited
- Mjunction Services Limited - India
- Mintek Dendrill Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Bukit Makmur.PT - Indonesia
- Therma Luzon, Inc, Philippines
- Timah Investasi Mineral - Indoneisa
- Alfred C Toepfer International GmbH - Germany
- Billiton Holdings Pty Ltd - Australia
- Interocean Group of Companies - India
- International Coal Ventures Pvt Ltd - India
- Antam Resourcindo - Indonesia
- Australian Coal Association
- Electricity Authority, New Zealand
- Larsen & Toubro Limited - India
- Posco Energy - South Korea
- VISA Power Limited - India
- Kumho Petrochemical, South Korea
- New Zealand Coal & Carbon
- Sinarmas Energy and Mining - Indonesia
- Barasentosa Lestari - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Banpu Public Company Limited - Thailand
- Deloitte Consulting - India
- Kalimantan Lumbung Energi - Indonesia
- Riau Bara Harum - Indonesia
- GVK Power & Infra Limited - India
- London Commodity Brokers - England
- Baramulti Group, Indonesia
- CIMB Investment Bank - Malaysia
- Ceylon Electricity Board - Sri Lanka
- Formosa Plastics Group - Taiwan
- Anglo American - United Kingdom
- Goldman Sachs - Singapore
- Essar Steel Hazira Ltd - India
- Oldendorff Carriers - Singapore
- Africa Commodities Group - South Africa
- SMG Consultants - Indonesia
- ASAPP Information Group - India
- LBH Netherlands Bv - Netherlands
- Binh Thuan Hamico - Vietnam
- Grasim Industreis Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Pendopo Energi Batubara - Indonesia
- Makarim & Taira - Indonesia
- CNBM International Corporation - China
- PowerSource Philippines DevCo
- Trasteel International SA, Italy
- Parliament of New Zealand
- Tata Chemicals Ltd - India
- Kepco SPC Power Corporation, Philippines
- Coalindo Energy - Indonesia
- Bhushan Steel Limited - India
- Metalloyd Limited - United Kingdom
- Intertek Mineral Services - Indonesia
- Semirara Mining Corp, Philippines
- Economic Council, Georgia
- Bangladesh Power Developement Board
- Global Business Power Corporation, Philippines
- Tamil Nadu electricity Board
- Minerals Council of Australia
- Parry Sugars Refinery, India
- Thai Mozambique Logistica
- Karbindo Abesyapradhi - Indoneisa
- Vizag Seaport Private Limited - India
- Madhucon Powers Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Sical Logistics Limited - India
- Meralco Power Generation, Philippines
- Independent Power Producers Association of India
- Asmin Koalindo Tuhup - Indonesia
- Bhatia International Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Maharashtra Electricity Regulatory Commission - India
- Samtan Co., Ltd - South Korea
- Bhoruka Overseas - Indonesia
- Sindya Power Generating Company Private Ltd
- Global Green Power PLC Corporation, Philippines
- Ministry of Mines - Canada
- Offshore Bulk Terminal Pte Ltd, Singapore
- Gujarat Sidhee Cement - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Borneo Indobara - Indonesia
- PTC India Limited - India
- Sojitz Corporation - Japan
- Directorate Of Revenue Intelligence - India
- McConnell Dowell - Australia
- Savvy Resources Ltd - HongKong
- Jaiprakash Power Ventures ltd
- Petrochimia International Co. Ltd.- Taiwan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Cement Manufacturers Association - India
- San Jose City I Power Corp, Philippines
- Altura Mining Limited, Indonesia
- Leighton Contractors Pty Ltd - Australia
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