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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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Tuesday, 19 February 19
AUSTRALIA'S COAL FUTURE UNDER THREAT AS MORE CHANGES HIT FOSSIL FUELS GLOBALLY - ABC
Two disparate decisions from opposite corners of the world have sounded warnings for the future of Australia’s coal industry.
...
Tuesday, 19 February 19
FAST DEPLETING COAL RESERVES COULD PUSH UP ENERGY PRICES, CAUTIONS EXPERT - THE HINDU BUSINESS LINE
The fast depletion of coal, a strategic resource and India’s fuel of choice currently, has huge implications for energy costs, according to K ...
Monday, 18 February 19
INDIA'S COAL IMPORT FALLS TO 17.25 MT IN JANUARY - PTI
Coal imports saw a decline in January FY 2019 to 17.25 MT from 19.59 MT in the same month of the previous fiscal, according to a report by mjunctio ...
Monday, 18 February 19
THE ROLE OF COAL IN INDIA'S ENERGY AMBITIONS - WCA
India is the world’s second most populous country and figures among the world’s most rapidly growing economies.
The Sout ...
Saturday, 16 February 19
COALTRANS CHINA 2019, CHINA'S LARGEST COAL INDUSTRY GATHERING
Press Release: Coaltrans China 2019 | With the import ban likely to be lifted, it’s time for you to meet your potentia ...
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- Gujarat Electricity Regulatory Commission - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ministry of Transport, Egypt
- PowerSource Philippines DevCo
- LBH Netherlands Bv - Netherlands
- McConnell Dowell - Australia
- Port Waratah Coal Services - Australia
- Central Java Power - Indonesia
- Globalindo Alam Lestari - Indonesia
- Mintek Dendrill Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Bayan Resources Tbk. - Indonesia
- Global Business Power Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Central Electricity Authority - India
- Rashtriya Ispat Nigam Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Mjunction Services Limited - India
- Independent Power Producers Association of India
- Australian Commodity Traders Exchange
- Kobexindo Tractors - Indoneisa
- SMC Global Power, Philippines
- Star Paper Mills Limited - India
- Sical Logistics Limited - India
- Attock Cement Pakistan Limited
- ASAPP Information Group - India
- Larsen & Toubro Limited - India
- Sindya Power Generating Company Private Ltd
- IHS Mccloskey Coal Group - USA
- Kepco SPC Power Corporation, Philippines
- Simpson Spence & Young - Indonesia
- Siam City Cement - Thailand
- Electricity Generating Authority of Thailand
- Salva Resources Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Iligan Light & Power Inc, Philippines
- International Coal Ventures Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Eastern Energy - Thailand
- Meenaskhi Energy Private Limited - India
- San Jose City I Power Corp, Philippines
- Interocean Group of Companies - India
- Ambuja Cements Ltd - India
- Indian Oil Corporation Limited
- Lanco Infratech Ltd - India
- Sakthi Sugars Limited - India
- Miang Besar Coal Terminal - Indonesia
- Posco Energy - South Korea
- Energy Development Corp, Philippines
- New Zealand Coal & Carbon
- Renaissance Capital - South Africa
- Jindal Steel & Power Ltd - India
- Ministry of Finance - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Oldendorff Carriers - Singapore
- Kalimantan Lumbung Energi - Indonesia
- Singapore Mercantile Exchange
- Australian Coal Association
- Latin American Coal - Colombia
- Power Finance Corporation Ltd., India
- Kartika Selabumi Mining - Indonesia
- Vizag Seaport Private Limited - India
- Thai Mozambique Logistica
- Siam City Cement PLC, Thailand
- Planning Commission, India
- Goldman Sachs - Singapore
- Meralco Power Generation, Philippines
- Wilmar Investment Holdings
- Uttam Galva Steels Limited - India
- Jaiprakash Power Ventures ltd
- Semirara Mining and Power Corporation, Philippines
- Sojitz Corporation - Japan
- Bukit Baiduri Energy - Indonesia
- Indika Energy - Indonesia
- Altura Mining Limited, Indonesia
- MS Steel International - UAE
- Tata Chemicals Ltd - India
- Timah Investasi Mineral - Indoneisa
- Billiton Holdings Pty Ltd - Australia
- Directorate General of MIneral and Coal - Indonesia
- Agrawal Coal Company - India
- Electricity Authority, New Zealand
- Bharathi Cement Corporation - India
- Essar Steel Hazira Ltd - India
- GVK Power & Infra Limited - India
- SMG Consultants - Indonesia
- Eastern Coal Council - USA
- Petrochimia International Co. Ltd.- Taiwan
- Straits Asia Resources Limited - Singapore
- India Bulls Power Limited - India
- European Bulk Services B.V. - Netherlands
- Indian Energy Exchange, India
- South Luzon Thermal Energy Corporation
- Standard Chartered Bank - UAE
- Grasim Industreis Ltd - India
- Rio Tinto Coal - Australia
- Coal and Oil Company - UAE
- Banpu Public Company Limited - Thailand
- Sinarmas Energy and Mining - Indonesia
- Ministry of Mines - Canada
- The University of Queensland
- SN Aboitiz Power Inc, Philippines
- Carbofer General Trading SA - India
- Kaltim Prima Coal - Indonesia
- Bulk Trading Sa - Switzerland
- Parry Sugars Refinery, India
- Anglo American - United Kingdom
- Chettinad Cement Corporation Ltd - India
- Metalloyd Limited - United Kingdom
- Mercator Lines Limited - India
- Asmin Koalindo Tuhup - Indonesia
- OPG Power Generation Pvt Ltd - India
- The State Trading Corporation of India Ltd
- Maheswari Brothers Coal Limited - India
- Georgia Ports Authority, United States
- Pipit Mutiara Jaya. PT, Indonesia
- Bhushan Steel Limited - India
- CIMB Investment Bank - Malaysia
- Bhoruka Overseas - Indonesia
- The Treasury - Australian Government
- Therma Luzon, Inc, Philippines
- Malabar Cements Ltd - India
- Borneo Indobara - Indonesia
- Heidelberg Cement - Germany
- Thiess Contractors Indonesia
- Directorate Of Revenue Intelligence - India
- Indonesian Coal Mining Association
- Global Green Power PLC Corporation, Philippines
- Coastal Gujarat Power Limited - India
- Indo Tambangraya Megah - Indonesia
- Riau Bara Harum - Indonesia
- Bangladesh Power Developement Board
- Price Waterhouse Coopers - Russia
- White Energy Company Limited
- Kapuas Tunggal Persada - Indonesia
- Orica Mining Services - Indonesia
- VISA Power Limited - India
- Aboitiz Power Corporation - Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Antam Resourcindo - Indonesia
- Xindia Steels Limited - India
- Barasentosa Lestari - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- IEA Clean Coal Centre - UK
- Videocon Industries ltd - India
- CNBM International Corporation - China
- Wood Mackenzie - Singapore
- Petron Corporation, Philippines
- Chamber of Mines of South Africa
- Bukit Makmur.PT - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Bhatia International Limited - India
- Karaikal Port Pvt Ltd - India
- Edison Trading Spa - Italy
- Semirara Mining Corp, Philippines
- Parliament of New Zealand
- Romanian Commodities Exchange
- Indogreen Group - Indonesia
- Manunggal Multi Energi - Indonesia
- Merrill Lynch Commodities Europe
- Deloitte Consulting - India
- Binh Thuan Hamico - Vietnam
- Dalmia Cement Bharat India
- ICICI Bank Limited - India
- Kumho Petrochemical, South Korea
- Leighton Contractors Pty Ltd - Australia
- London Commodity Brokers - England
- GN Power Mariveles Coal Plant, Philippines
- Baramulti Group, Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Sarangani Energy Corporation, Philippines
- Africa Commodities Group - South Africa
- GAC Shipping (India) Pvt Ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Global Coal Blending Company Limited - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Makarim & Taira - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Pendopo Energi Batubara - Indonesia
- Tamil Nadu electricity Board
- Marubeni Corporation - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Mercuria Energy - Indonesia
- Gujarat Sidhee Cement - India
- PetroVietnam Power Coal Import and Supply Company
- TNB Fuel Sdn Bhd - Malaysia
- Cement Manufacturers Association - India
- Kohat Cement Company Ltd. - Pakistan
- PNOC Exploration Corporation - Philippines
- Medco Energi Mining Internasional
- Madhucon Powers Ltd - India
- Orica Australia Pty. Ltd.
- Samtan Co., Ltd - South Korea
- Aditya Birla Group - India
- Economic Council, Georgia
- Neyveli Lignite Corporation Ltd, - India
- Formosa Plastics Group - Taiwan
- Vedanta Resources Plc - India
- Kideco Jaya Agung - Indonesia
- Coalindo Energy - Indonesia
- Energy Link Ltd, New Zealand
- PTC India Limited - India
- Minerals Council of Australia
- Toyota Tsusho Corporation, Japan
- Ind-Barath Power Infra Limited - India
- AsiaOL BioFuels Corp., Philippines
- Savvy Resources Ltd - HongKong
- GMR Energy Limited - India
- Holcim Trading Pte Ltd - Singapore
- Commonwealth Bank - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sree Jayajothi Cements Limited - India
- TeaM Sual Corporation - Philippines
- Trasteel International SA, Italy
- Cigading International Bulk Terminal - Indonesia
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