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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, 13 February 19
MALAYSIA WAS THE REGION'S LARGEST COAL IMPORTER WITH 34 MT IN 2018, UP 25% Y-O-Y
Although coal market in 2018 started with strong prices, starting in the beginning of the second half of 2018, the international spot prices for co ...
Wednesday, 13 February 19
SHIPPING MARKET INSIGHT - INTERMODAL
If there is one word that can describe the current shipping environment then that this word is most probably “volatility.” The sentimen ...
Saturday, 09 February 19
SUPRAMAX: A 63,000-TONNER WAS REPORTED FIXED DELIVERY FOR AN EAST KALIMANTAN TRIP, REDELIVERY WEST COAST INDIA, AT $9,250 - THE BALTIC BRIEFING
Cape
The Vale disaster weighed heavily on the market for big ships, with uncertainty about shipments/future exports leading to a sharp drop in ...
Friday, 08 February 19
LOWER-QUALITY INDONESIA EXPORTS ROSE 39 MT IN 2018 YOY PRIMARILY IN RESPONSE TO INCREASED DEMAND FROM CHINA AND INDIA - PEABODY
"Underlying seaborne met and thermal coal conditions remain quite positive and the pace of U.S. coal-fueled power plant retirements is expecte ...
Thursday, 07 February 19
QATAR CAN GAIN FROM DECLINING COAL - THE PENINSULA
With North America and Europe closing down their old coal and nuclear plants, major gas exporters like Qatar can and should gain market share. With ...
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- Karaikal Port Pvt Ltd - India
- Indogreen Group - Indonesia
- Edison Trading Spa - Italy
- ICICI Bank Limited - India
- Kartika Selabumi Mining - Indonesia
- Energy Link Ltd, New Zealand
- AsiaOL BioFuels Corp., Philippines
- Mintek Dendrill Indonesia
- Minerals Council of Australia
- Star Paper Mills Limited - India
- The University of Queensland
- Africa Commodities Group - South Africa
- Georgia Ports Authority, United States
- Standard Chartered Bank - UAE
- Port Waratah Coal Services - Australia
- Antam Resourcindo - Indonesia
- White Energy Company Limited
- Straits Asia Resources Limited - Singapore
- Sojitz Corporation - Japan
- Rio Tinto Coal - Australia
- Larsen & Toubro Limited - India
- GMR Energy Limited - India
- Essar Steel Hazira Ltd - India
- Therma Luzon, Inc, Philippines
- Meralco Power Generation, Philippines
- Central Electricity Authority - India
- SMG Consultants - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Latin American Coal - Colombia
- Ceylon Electricity Board - Sri Lanka
- Rashtriya Ispat Nigam Limited - India
- Global Green Power PLC Corporation, Philippines
- Simpson Spence & Young - Indonesia
- Planning Commission, India
- Power Finance Corporation Ltd., India
- Interocean Group of Companies - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Merrill Lynch Commodities Europe
- Wilmar Investment Holdings
- Makarim & Taira - Indonesia
- Australian Commodity Traders Exchange
- European Bulk Services B.V. - Netherlands
- Siam City Cement - Thailand
- Aditya Birla Group - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Neyveli Lignite Corporation Ltd, - India
- Heidelberg Cement - Germany
- PetroVietnam Power Coal Import and Supply Company
- Karbindo Abesyapradhi - Indoneisa
- Eastern Energy - Thailand
- Ambuja Cements Ltd - India
- Indian Oil Corporation Limited
- India Bulls Power Limited - India
- Altura Mining Limited, Indonesia
- CNBM International Corporation - China
- Jaiprakash Power Ventures ltd
- Iligan Light & Power Inc, Philippines
- Leighton Contractors Pty Ltd - Australia
- Samtan Co., Ltd - South Korea
- Uttam Galva Steels Limited - India
- Billiton Holdings Pty Ltd - Australia
- Bulk Trading Sa - Switzerland
- Kalimantan Lumbung Energi - Indonesia
- Marubeni Corporation - India
- Ministry of Mines - Canada
- Banpu Public Company Limited - Thailand
- Independent Power Producers Association of India
- Krishnapatnam Port Company Ltd. - India
- Carbofer General Trading SA - India
- Savvy Resources Ltd - HongKong
- IHS Mccloskey Coal Group - USA
- Directorate General of MIneral and Coal - Indonesia
- Bayan Resources Tbk. - Indonesia
- Cement Manufacturers Association - India
- Lanco Infratech Ltd - India
- Directorate Of Revenue Intelligence - India
- Binh Thuan Hamico - Vietnam
- Deloitte Consulting - India
- Thai Mozambique Logistica
- Bangladesh Power Developement Board
- Petrochimia International Co. Ltd.- Taiwan
- Australian Coal Association
- Salva Resources Pvt Ltd - India
- The State Trading Corporation of India Ltd
- Bukit Asam (Persero) Tbk - Indonesia
- Orica Australia Pty. Ltd.
- Oldendorff Carriers - Singapore
- Pendopo Energi Batubara - Indonesia
- Semirara Mining Corp, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Toyota Tsusho Corporation, Japan
- Thiess Contractors Indonesia
- Vizag Seaport Private Limited - India
- Meenaskhi Energy Private Limited - India
- Parliament of New Zealand
- Maharashtra Electricity Regulatory Commission - India
- Barasentosa Lestari - Indonesia
- Energy Development Corp, Philippines
- GVK Power & Infra Limited - India
- CIMB Investment Bank - Malaysia
- PNOC Exploration Corporation - Philippines
- Petron Corporation, Philippines
- Global Business Power Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Maheswari Brothers Coal Limited - India
- TeaM Sual Corporation - Philippines
- Anglo American - United Kingdom
- Indika Energy - Indonesia
- Economic Council, Georgia
- Bukit Makmur.PT - Indonesia
- LBH Netherlands Bv - Netherlands
- Bharathi Cement Corporation - India
- VISA Power Limited - India
- International Coal Ventures Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Tata Chemicals Ltd - India
- Metalloyd Limited - United Kingdom
- GN Power Mariveles Coal Plant, Philippines
- SN Aboitiz Power Inc, Philippines
- Jindal Steel & Power Ltd - India
- Sical Logistics Limited - India
- GAC Shipping (India) Pvt Ltd
- Sarangani Energy Corporation, Philippines
- Chamber of Mines of South Africa
- Kobexindo Tractors - Indoneisa
- Malabar Cements Ltd - India
- Singapore Mercantile Exchange
- Manunggal Multi Energi - Indonesia
- Wood Mackenzie - Singapore
- Ministry of Transport, Egypt
- Coastal Gujarat Power Limited - India
- Coalindo Energy - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Medco Energi Mining Internasional
- Dalmia Cement Bharat India
- Intertek Mineral Services - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Coal and Oil Company - UAE
- Jorong Barutama Greston.PT - Indonesia
- ASAPP Information Group - India
- Bhatia International Limited - India
- Mercuria Energy - Indonesia
- Kideco Jaya Agung - Indonesia
- PTC India Limited - India
- New Zealand Coal & Carbon
- Indo Tambangraya Megah - Indonesia
- Tamil Nadu electricity Board
- Attock Cement Pakistan Limited
- Orica Mining Services - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Kohat Cement Company Ltd. - Pakistan
- Bukit Baiduri Energy - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- McConnell Dowell - Australia
- Chettinad Cement Corporation Ltd - India
- Agrawal Coal Company - India
- Kaltim Prima Coal - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- Globalindo Alam Lestari - Indonesia
- London Commodity Brokers - England
- Eastern Coal Council - USA
- Vedanta Resources Plc - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Trasteel International SA, Italy
- Mercator Lines Limited - India
- Alfred C Toepfer International GmbH - Germany
- IEA Clean Coal Centre - UK
- Madhucon Powers Ltd - India
- Videocon Industries ltd - India
- Global Coal Blending Company Limited - Australia
- Commonwealth Bank - Australia
- Xindia Steels Limited - India
- Parry Sugars Refinery, India
- Formosa Plastics Group - Taiwan
- Indonesian Coal Mining Association
- Bhoruka Overseas - Indonesia
- Gujarat Sidhee Cement - India
- Aboitiz Power Corporation - Philippines
- Mjunction Services Limited - India
- Siam City Cement PLC, Thailand
- MS Steel International - UAE
- Riau Bara Harum - Indonesia
- Ind-Barath Power Infra Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Timah Investasi Mineral - Indoneisa
- Bhushan Steel Limited - India
- Goldman Sachs - Singapore
- Indian Energy Exchange, India
- Posco Energy - South Korea
- South Luzon Thermal Energy Corporation
- San Jose City I Power Corp, Philippines
- Baramulti Group, Indonesia
- Electricity Authority, New Zealand
- Vijayanagar Sugar Pvt Ltd - India
- OPG Power Generation Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Sindya Power Generating Company Private Ltd
- PowerSource Philippines DevCo
- Kepco SPC Power Corporation, Philippines
- SMC Global Power, Philippines
- Central Java Power - Indonesia
- Grasim Industreis Ltd - India
- Kumho Petrochemical, South Korea
- Borneo Indobara - Indonesia
- Romanian Commodities Exchange
- Ministry of Finance - Indonesia
- Semirara Mining and Power Corporation, Philippines
- The Treasury - Australian Government
- Price Waterhouse Coopers - Russia
- Bahari Cakrawala Sebuku - Indonesia
- Sakthi Sugars Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Renaissance Capital - South Africa
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