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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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Wednesday, 06 March 19
KOREA SOUTHERN POWER CO INVITES BIDS FOR 980,000 MT OF 4600 NCV COAL FOR THREE YEARS
COALspot.com: South Korea state-owned utility Korea Southern Power Co. Ltd (KOSPO) issued a tender for 320,000 MT of min 4,600 kcal/kg NCV low calo ...
Wednesday, 06 March 19
SHIPPING MARKET INSIGHT - INERMODAL
In a downward moving market, softer SnP activity is usually a given, as the gap between Sellers’ and Buyers’ ideas widens, especially w ...
Saturday, 02 March 19
A 60,500-TONNER WAS BOOKED DELIVERY SINGAPORE, VIA INDONESIA, REDELIVERY WEST COAST INDIA, AT $11,250 - BALTIC BRIEFING
Capesize
Vale’s ongoing absence from the Brazil spot market continued to have a negative impact on sentiment, with rates falling in all a ...
Thursday, 28 February 19
COAL'S PERFECT STORM HITS $70 BILLION AUSTRALIAN PROJECTS - BLOOMBERG
It’s been a tough few weeks for our coal industry.
First there was a court ruling blocking a new mine on climate change ground ...
Wednesday, 27 February 19
SHIPPING MARKET INSIGHT - INTERMODAL
With the IMO 2020 approaching, it becomes challenging for the market to accurately explore the run-up to the deadline given that marine fuel-oil of ...
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- The University of Queensland
- Therma Luzon, Inc, Philippines
- Mercuria Energy - Indonesia
- Edison Trading Spa - Italy
- The State Trading Corporation of India Ltd
- Kohat Cement Company Ltd. - Pakistan
- Economic Council, Georgia
- Global Business Power Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Sindya Power Generating Company Private Ltd
- Indo Tambangraya Megah - Indonesia
- Parry Sugars Refinery, India
- Miang Besar Coal Terminal - Indonesia
- Chettinad Cement Corporation Ltd - India
- IHS Mccloskey Coal Group - USA
- Central Java Power - Indonesia
- Karaikal Port Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Georgia Ports Authority, United States
- Cement Manufacturers Association - India
- Semirara Mining Corp, Philippines
- Bharathi Cement Corporation - India
- Coalindo Energy - Indonesia
- Kepco SPC Power Corporation, Philippines
- Anglo American - United Kingdom
- MS Steel International - UAE
- TeaM Sual Corporation - Philippines
- Latin American Coal - Colombia
- Riau Bara Harum - Indonesia
- Bayan Resources Tbk. - Indonesia
- Mjunction Services Limited - India
- Electricity Generating Authority of Thailand
- Commonwealth Bank - Australia
- New Zealand Coal & Carbon
- PNOC Exploration Corporation - Philippines
- Ind-Barath Power Infra Limited - India
- European Bulk Services B.V. - Netherlands
- Intertek Mineral Services - Indonesia
- Directorate Of Revenue Intelligence - India
- Deloitte Consulting - India
- Singapore Mercantile Exchange
- Electricity Authority, New Zealand
- Iligan Light & Power Inc, Philippines
- Kumho Petrochemical, South Korea
- Rashtriya Ispat Nigam Limited - India
- McConnell Dowell - Australia
- Trasteel International SA, Italy
- Merrill Lynch Commodities Europe
- PetroVietnam Power Coal Import and Supply Company
- Krishnapatnam Port Company Ltd. - India
- SN Aboitiz Power Inc, Philippines
- Bhushan Steel Limited - India
- Heidelberg Cement - Germany
- Eastern Energy - Thailand
- Aboitiz Power Corporation - Philippines
- Jaiprakash Power Ventures ltd
- Coastal Gujarat Power Limited - India
- Parliament of New Zealand
- Standard Chartered Bank - UAE
- Banpu Public Company Limited - Thailand
- LBH Netherlands Bv - Netherlands
- South Luzon Thermal Energy Corporation
- Energy Development Corp, Philippines
- International Coal Ventures Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Cigading International Bulk Terminal - Indonesia
- Pendopo Energi Batubara - Indonesia
- Siam City Cement PLC, Thailand
- Bulk Trading Sa - Switzerland
- Vedanta Resources Plc - India
- Marubeni Corporation - India
- The Treasury - Australian Government
- CIMB Investment Bank - Malaysia
- Ministry of Finance - Indonesia
- Borneo Indobara - Indonesia
- Oldendorff Carriers - Singapore
- Globalindo Alam Lestari - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Samtan Co., Ltd - South Korea
- Salva Resources Pvt Ltd - India
- PowerSource Philippines DevCo
- Dalmia Cement Bharat India
- Wood Mackenzie - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Formosa Plastics Group - Taiwan
- Bhatia International Limited - India
- Altura Mining Limited, Indonesia
- Chamber of Mines of South Africa
- Petron Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- Gujarat Sidhee Cement - India
- Ministry of Transport, Egypt
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Larsen & Toubro Limited - India
- Coal and Oil Company - UAE
- Makarim & Taira - Indonesia
- Sakthi Sugars Limited - India
- Goldman Sachs - Singapore
- Central Electricity Authority - India
- Toyota Tsusho Corporation, Japan
- Eastern Coal Council - USA
- Antam Resourcindo - Indonesia
- Madhucon Powers Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sical Logistics Limited - India
- Indian Energy Exchange, India
- Indika Energy - Indonesia
- Bhoruka Overseas - Indonesia
- Orica Australia Pty. Ltd.
- Bahari Cakrawala Sebuku - Indonesia
- Thai Mozambique Logistica
- Wilmar Investment Holdings
- Aditya Birla Group - India
- Carbofer General Trading SA - India
- Straits Asia Resources Limited - Singapore
- Energy Link Ltd, New Zealand
- Posco Energy - South Korea
- OPG Power Generation Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- CNBM International Corporation - China
- Asmin Koalindo Tuhup - Indonesia
- White Energy Company Limited
- Jorong Barutama Greston.PT - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sree Jayajothi Cements Limited - India
- AsiaOL BioFuels Corp., Philippines
- Ministry of Mines - Canada
- Vijayanagar Sugar Pvt Ltd - India
- ASAPP Information Group - India
- Bukit Makmur.PT - Indonesia
- Kobexindo Tractors - Indoneisa
- Jindal Steel & Power Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Price Waterhouse Coopers - Russia
- VISA Power Limited - India
- Tata Chemicals Ltd - India
- Rio Tinto Coal - Australia
- Romanian Commodities Exchange
- Timah Investasi Mineral - Indoneisa
- Medco Energi Mining Internasional
- Kapuas Tunggal Persada - Indonesia
- SMC Global Power, Philippines
- London Commodity Brokers - England
- Uttam Galva Steels Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Minerals Council of Australia
- Port Waratah Coal Services - Australia
- Sinarmas Energy and Mining - Indonesia
- Interocean Group of Companies - India
- Meralco Power Generation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Independent Power Producers Association of India
- Attock Cement Pakistan Limited
- SMG Consultants - Indonesia
- Essar Steel Hazira Ltd - India
- Power Finance Corporation Ltd., India
- Xindia Steels Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Australian Commodity Traders Exchange
- Kideco Jaya Agung - Indonesia
- Agrawal Coal Company - India
- Videocon Industries ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Renaissance Capital - South Africa
- Malabar Cements Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- India Bulls Power Limited - India
- Mintek Dendrill Indonesia
- Manunggal Multi Energi - Indonesia
- Thiess Contractors Indonesia
- Sarangani Energy Corporation, Philippines
- GMR Energy Limited - India
- Maheswari Brothers Coal Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Vizag Seaport Private Limited - India
- Siam City Cement - Thailand
- Simpson Spence & Young - Indonesia
- Grasim Industreis Ltd - India
- Indogreen Group - Indonesia
- Australian Coal Association
- Binh Thuan Hamico - Vietnam
- Tamil Nadu electricity Board
- Africa Commodities Group - South Africa
- Planning Commission, India
- Sojitz Corporation - Japan
- Global Green Power PLC Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- Star Paper Mills Limited - India
- Baramulti Group, Indonesia
- Lanco Infratech Ltd - India
- IEA Clean Coal Centre - UK
- Indonesian Coal Mining Association
- Holcim Trading Pte Ltd - Singapore
- Kartika Selabumi Mining - Indonesia
- Metalloyd Limited - United Kingdom
- Bangladesh Power Developement Board
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- San Jose City I Power Corp, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Orica Mining Services - Indonesia
- GAC Shipping (India) Pvt Ltd
- ICICI Bank Limited - India
- Directorate General of MIneral and Coal - Indonesia
- GVK Power & Infra Limited - India
- Ambuja Cements Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Kaltim Prima Coal - Indonesia
- Mercator Lines Limited - India
- PTC India Limited - India
- Indian Oil Corporation Limited
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Barasentosa Lestari - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bukit Baiduri Energy - Indonesia
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