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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 February 19
FEBRUARY 2019 INDONESIA'S COAL REFERENCE PRICE FELL 8.83 PERCENT YOY
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down again the benchmark price of Indonesian th ...
Wednesday, 06 February 19
THE BDI HAS EASED BACK TO 645 BP, ITS LOWEST LEVEL SINCE AUGUST 2016 - ALLIED
The dry bulk sector is in the doldrums, with most market participants seemingly left utterly perplexed, and simultaneously, in pursuit of any posit ...
Monday, 04 February 19
COAL STILL IN HIGH DEMAND GLOBALLY
Although the world is switching to renewable energy there is still a big demand for coal around the globe.
This is according to Cany ...
Friday, 01 February 19
ULTRAMAX WAS FIXED DELIVERY KALIMANTAN, FOR TRIP TO WEST COAST INDIA AT $7,000 - BALTIC BRIEFING
Capesize
The Vale dam tragedy sparked a sharp fall in rates across all regions even where tonnage remained tight. The potential loss of product ...
Friday, 01 February 19
SEMBCORP SELECTS NORDEN FOR LONG-TERM INDIAN CONTRACT
NORDEN A/S has signed a 10-year Panamax Contract of Affreightment (COA) with Indian utility firm Sembcorp Energy India Ltd.
From 1 A ...
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- Maharashtra Electricity Regulatory Commission - India
- Salva Resources Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Directorate Of Revenue Intelligence - India
- Sakthi Sugars Limited - India
- Georgia Ports Authority, United States
- Bukit Baiduri Energy - Indonesia
- VISA Power Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Ministry of Transport, Egypt
- Simpson Spence & Young - Indonesia
- Aditya Birla Group - India
- Lanco Infratech Ltd - India
- Kartika Selabumi Mining - Indonesia
- Iligan Light & Power Inc, Philippines
- Bulk Trading Sa - Switzerland
- Petrochimia International Co. Ltd.- Taiwan
- Miang Besar Coal Terminal - Indonesia
- CNBM International Corporation - China
- Mercator Lines Limited - India
- Parry Sugars Refinery, India
- Offshore Bulk Terminal Pte Ltd, Singapore
- PetroVietnam Power Coal Import and Supply Company
- Indonesian Coal Mining Association
- GAC Shipping (India) Pvt Ltd
- Thai Mozambique Logistica
- Jindal Steel & Power Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- Cement Manufacturers Association - India
- Trasteel International SA, Italy
- AsiaOL BioFuels Corp., Philippines
- Marubeni Corporation - India
- Bukit Makmur.PT - Indonesia
- Renaissance Capital - South Africa
- International Coal Ventures Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Australian Commodity Traders Exchange
- Kideco Jaya Agung - Indonesia
- White Energy Company Limited
- Karbindo Abesyapradhi - Indoneisa
- Carbofer General Trading SA - India
- Indian Oil Corporation Limited
- Wood Mackenzie - Singapore
- Star Paper Mills Limited - India
- South Luzon Thermal Energy Corporation
- TNB Fuel Sdn Bhd - Malaysia
- Deloitte Consulting - India
- Dalmia Cement Bharat India
- Bangladesh Power Developement Board
- Planning Commission, India
- GN Power Mariveles Coal Plant, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bhoruka Overseas - Indonesia
- Sarangani Energy Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Ambuja Cements Ltd - India
- Pendopo Energi Batubara - Indonesia
- Bharathi Cement Corporation - India
- Siam City Cement PLC, Thailand
- Energy Link Ltd, New Zealand
- Makarim & Taira - Indonesia
- Gujarat Sidhee Cement - India
- Binh Thuan Hamico - Vietnam
- Heidelberg Cement - Germany
- Leighton Contractors Pty Ltd - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Altura Mining Limited, Indonesia
- The State Trading Corporation of India Ltd
- Gujarat Electricity Regulatory Commission - India
- Orica Australia Pty. Ltd.
- Malabar Cements Ltd - India
- Indian Energy Exchange, India
- Price Waterhouse Coopers - Russia
- MS Steel International - UAE
- Gujarat Mineral Development Corp Ltd - India
- Maheswari Brothers Coal Limited - India
- Bhushan Steel Limited - India
- Xindia Steels Limited - India
- Economic Council, Georgia
- Electricity Authority, New Zealand
- Africa Commodities Group - South Africa
- SN Aboitiz Power Inc, Philippines
- Power Finance Corporation Ltd., India
- ASAPP Information Group - India
- Samtan Co., Ltd - South Korea
- Chettinad Cement Corporation Ltd - India
- Madhucon Powers Ltd - India
- McConnell Dowell - Australia
- Larsen & Toubro Limited - India
- Videocon Industries ltd - India
- Coal and Oil Company - UAE
- Billiton Holdings Pty Ltd - Australia
- Tamil Nadu electricity Board
- Central Java Power - Indonesia
- Grasim Industreis Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Merrill Lynch Commodities Europe
- Indika Energy - Indonesia
- PTC India Limited - India
- Cigading International Bulk Terminal - Indonesia
- OPG Power Generation Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Sical Logistics Limited - India
- Energy Development Corp, Philippines
- Bayan Resources Tbk. - Indonesia
- Central Electricity Authority - India
- Coalindo Energy - Indonesia
- Attock Cement Pakistan Limited
- Mintek Dendrill Indonesia
- Global Green Power PLC Corporation, Philippines
- Wilmar Investment Holdings
- PowerSource Philippines DevCo
- Krishnapatnam Port Company Ltd. - India
- Rashtriya Ispat Nigam Limited - India
- Intertek Mineral Services - Indonesia
- Minerals Council of Australia
- Mjunction Services Limited - India
- IHS Mccloskey Coal Group - USA
- Neyveli Lignite Corporation Ltd, - India
- Straits Asia Resources Limited - Singapore
- Thiess Contractors Indonesia
- India Bulls Power Limited - India
- Global Business Power Corporation, Philippines
- Bhatia International Limited - India
- Sojitz Corporation - Japan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Semirara Mining Corp, Philippines
- Interocean Group of Companies - India
- Antam Resourcindo - Indonesia
- Commonwealth Bank - Australia
- TeaM Sual Corporation - Philippines
- Parliament of New Zealand
- Barasentosa Lestari - Indonesia
- Kumho Petrochemical, South Korea
- London Commodity Brokers - England
- Kobexindo Tractors - Indoneisa
- Agrawal Coal Company - India
- Orica Mining Services - Indonesia
- Baramulti Group, Indonesia
- Sindya Power Generating Company Private Ltd
- GMR Energy Limited - India
- Uttam Galva Steels Limited - India
- Anglo American - United Kingdom
- Sree Jayajothi Cements Limited - India
- Vedanta Resources Plc - India
- IEA Clean Coal Centre - UK
- ICICI Bank Limited - India
- Port Waratah Coal Services - Australia
- Indogreen Group - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Posco Energy - South Korea
- Mercuria Energy - Indonesia
- Aboitiz Power Corporation - Philippines
- Latin American Coal - Colombia
- San Jose City I Power Corp, Philippines
- Formosa Plastics Group - Taiwan
- Essar Steel Hazira Ltd - India
- SMG Consultants - Indonesia
- Rio Tinto Coal - Australia
- Ministry of Finance - Indonesia
- PNOC Exploration Corporation - Philippines
- Manunggal Multi Energi - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Toyota Tsusho Corporation, Japan
- Ceylon Electricity Board - Sri Lanka
- European Bulk Services B.V. - Netherlands
- Siam City Cement - Thailand
- Kepco SPC Power Corporation, Philippines
- Singapore Mercantile Exchange
- Eastern Energy - Thailand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- The Treasury - Australian Government
- Standard Chartered Bank - UAE
- Vizag Seaport Private Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Petron Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- Riau Bara Harum - Indonesia
- Tata Chemicals Ltd - India
- GVK Power & Infra Limited - India
- Independent Power Producers Association of India
- SMC Global Power, Philippines
- Meenaskhi Energy Private Limited - India
- Coastal Gujarat Power Limited - India
- Globalindo Alam Lestari - Indonesia
- Medco Energi Mining Internasional
- Kapuas Tunggal Persada - Indonesia
- Indo Tambangraya Megah - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- LBH Netherlands Bv - Netherlands
- New Zealand Coal & Carbon
- Banpu Public Company Limited - Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ministry of Mines - Canada
- The University of Queensland
- Savvy Resources Ltd - HongKong
- Edison Trading Spa - Italy
- Alfred C Toepfer International GmbH - Germany
- Metalloyd Limited - United Kingdom
- Romanian Commodities Exchange
- Australian Coal Association
- Electricity Generating Authority of Thailand
- Therma Luzon, Inc, Philippines
- Karaikal Port Pvt Ltd - India
- Meralco Power Generation, Philippines
- Jaiprakash Power Ventures ltd
- Goldman Sachs - Singapore
- Timah Investasi Mineral - Indoneisa
- Eastern Coal Council - USA
- Oldendorff Carriers - Singapore
- Chamber of Mines of South Africa
- Borneo Indobara - Indonesia
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