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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, 29 January 19
HARD COAL BEARS THE BRUNT OF THE RECOMMENDATIONS OF THE COMMISSION GROWTH STRUCTURAL CHANGE AND EMPLOYMENT - VDKI
Press Release: Hard coal bears the brunt of the recommendations of the Commission Growth Structural change and employment.
In its fi ...
Tuesday, 29 January 19
CHINA HAS BEEN THE TOP DRIVER OF GLOBAL GROWTH FOR NEARLY TWO DECADES - ALLIED
China has been the top driver of global growth for nearly two decades now, pushing demand for seaborne trade and being the key influencer for deman ...
Saturday, 26 January 19
SUPRAMAX: NICKEL ORE RUNS SAW A 56K DWT VESSEL, DELIVERY PHILIPPINES, FIXED FOR A TRIP TO CHINA AT $6K - BALTIC BRIEFING
Capesize
A week of dashed hopes for owners as the optimism evident the previous week evaporated. Rates slipped on all routes and underlying thr ...
Thursday, 24 January 19
ANOTHER DISAPPOINTING WEEK FOR PANAMAX OWNERS; MARKET CONTINUES DOWN IN BOTH BASINS - FEARNLEYS
Capesize
The week has been marked by low activity and dropping rates in both basins. As usual, supply additions have increased at the beginning ...
Thursday, 24 January 19
KOREA SOUTHERN POWER INVITED BIDS FOR 960K 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 ...
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Showing 1481 to 1485 news of total 6871 |
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- Binh Thuan Hamico - Vietnam
- Therma Luzon, Inc, Philippines
- Bukit Baiduri Energy - Indonesia
- Lanco Infratech Ltd - India
- Gujarat Sidhee Cement - India
- Alfred C Toepfer International GmbH - Germany
- South Luzon Thermal Energy Corporation
- ICICI Bank Limited - India
- Kartika Selabumi Mining - Indonesia
- Global Business Power Corporation, Philippines
- McConnell Dowell - Australia
- Savvy Resources Ltd - HongKong
- Energy Link Ltd, New Zealand
- Straits Asia Resources Limited - Singapore
- Goldman Sachs - Singapore
- Commonwealth Bank - Australia
- Ministry of Mines - Canada
- Globalindo Alam Lestari - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Banpu Public Company Limited - Thailand
- White Energy Company Limited
- Georgia Ports Authority, United States
- Economic Council, Georgia
- Chettinad Cement Corporation Ltd - India
- GVK Power & Infra Limited - India
- Indika Energy - Indonesia
- Kobexindo Tractors - Indoneisa
- Mintek Dendrill Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Independent Power Producers Association of India
- Interocean Group of Companies - India
- Jindal Steel & Power Ltd - India
- Indogreen Group - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Karaikal Port Pvt Ltd - India
- Rio Tinto Coal - Australia
- Planning Commission, India
- PNOC Exploration Corporation - Philippines
- Maheswari Brothers Coal Limited - India
- Parliament of New Zealand
- Formosa Plastics Group - Taiwan
- Vijayanagar Sugar Pvt Ltd - India
- Latin American Coal - Colombia
- Altura Mining Limited, Indonesia
- Semirara Mining Corp, Philippines
- Global Green Power PLC Corporation, Philippines
- Indian Oil Corporation Limited
- Siam City Cement PLC, Thailand
- Orica Mining Services - Indonesia
- Global Coal Blending Company Limited - Australia
- Indonesian Coal Mining Association
- Jaiprakash Power Ventures ltd
- Leighton Contractors Pty Ltd - Australia
- Thai Mozambique Logistica
- Chamber of Mines of South Africa
- LBH Netherlands Bv - Netherlands
- Mercator Lines Limited - India
- Malabar Cements Ltd - India
- Wilmar Investment Holdings
- MS Steel International - UAE
- Energy Development Corp, Philippines
- SMC Global Power, Philippines
- OPG Power Generation Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- IHS Mccloskey Coal Group - USA
- TNB Fuel Sdn Bhd - Malaysia
- Riau Bara Harum - Indonesia
- Vedanta Resources Plc - India
- Bhatia International Limited - India
- Directorate Of Revenue Intelligence - India
- Aditya Birla Group - India
- Essar Steel Hazira Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Petrochimia International Co. Ltd.- Taiwan
- Asmin Koalindo Tuhup - Indonesia
- IEA Clean Coal Centre - UK
- Singapore Mercantile Exchange
- Parry Sugars Refinery, India
- New Zealand Coal & Carbon
- Minerals Council of Australia
- Intertek Mineral Services - Indonesia
- Ind-Barath Power Infra Limited - India
- Grasim Industreis Ltd - India
- PTC India Limited - India
- SN Aboitiz Power Inc, Philippines
- The Treasury - Australian Government
- Merrill Lynch Commodities Europe
- London Commodity Brokers - England
- PowerSource Philippines DevCo
- Port Waratah Coal Services - Australia
- Miang Besar Coal Terminal - Indonesia
- Metalloyd Limited - United Kingdom
- Cement Manufacturers Association - India
- Coastal Gujarat Power Limited - India
- Posco Energy - South Korea
- Coalindo Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indo Tambangraya Megah - Indonesia
- Bayan Resources Tbk. - Indonesia
- Manunggal Multi Energi - Indonesia
- Pendopo Energi Batubara - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Renaissance Capital - South Africa
- Bukit Asam (Persero) Tbk - Indonesia
- Timah Investasi Mineral - Indoneisa
- Dalmia Cement Bharat India
- Orica Australia Pty. Ltd.
- AsiaOL BioFuels Corp., Philippines
- Kohat Cement Company Ltd. - Pakistan
- TeaM Sual Corporation - Philippines
- The State Trading Corporation of India Ltd
- Iligan Light & Power Inc, Philippines
- GMR Energy Limited - India
- Price Waterhouse Coopers - Russia
- Samtan Co., Ltd - South Korea
- Indian Energy Exchange, India
- Uttam Galva Steels Limited - India
- Baramulti Group, Indonesia
- Carbofer General Trading SA - India
- Australian Commodity Traders Exchange
- SMG Consultants - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Vizag Seaport Private Limited - India
- Bhoruka Overseas - Indonesia
- Agrawal Coal Company - India
- Heidelberg Cement - Germany
- Salva Resources Pvt Ltd - India
- International Coal Ventures Pvt Ltd - India
- Eastern Energy - Thailand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ministry of Transport, Egypt
- Sindya Power Generating Company Private Ltd
- Coal and Oil Company - UAE
- Antam Resourcindo - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Oldendorff Carriers - Singapore
- Madhucon Powers Ltd - India
- Mjunction Services Limited - India
- Cigading International Bulk Terminal - Indonesia
- Bharathi Cement Corporation - India
- Larsen & Toubro Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Meenaskhi Energy Private Limited - India
- Krishnapatnam Port Company Ltd. - India
- Eastern Coal Council - USA
- Kepco SPC Power Corporation, Philippines
- CNBM International Corporation - China
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sical Logistics Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Ambuja Cements Ltd - India
- Central Electricity Authority - India
- Africa Commodities Group - South Africa
- Aboitiz Power Corporation - Philippines
- Attock Cement Pakistan Limited
- Bulk Trading Sa - Switzerland
- Barasentosa Lestari - Indonesia
- Bukit Makmur.PT - Indonesia
- Central Java Power - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Bhushan Steel Limited - India
- GAC Shipping (India) Pvt Ltd
- Gujarat Electricity Regulatory Commission - India
- The University of Queensland
- Medco Energi Mining Internasional
- European Bulk Services B.V. - Netherlands
- PetroVietnam Power Coal Import and Supply Company
- Mercuria Energy - Indonesia
- Electricity Authority, New Zealand
- Power Finance Corporation Ltd., India
- Siam City Cement - Thailand
- Bangladesh Power Developement Board
- Holcim Trading Pte Ltd - Singapore
- Wood Mackenzie - Singapore
- Ministry of Finance - Indonesia
- Edison Trading Spa - Italy
- Romanian Commodities Exchange
- Australian Coal Association
- ASAPP Information Group - India
- San Jose City I Power Corp, Philippines
- Tamil Nadu electricity Board
- VISA Power Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kumho Petrochemical, South Korea
- Sakthi Sugars Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Sojitz Corporation - Japan
- Simpson Spence & Young - Indonesia
- Marubeni Corporation - India
- Tata Chemicals Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Billiton Holdings Pty Ltd - Australia
- Trasteel International SA, Italy
- Anglo American - United Kingdom
- Makarim & Taira - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Standard Chartered Bank - UAE
- India Bulls Power Limited - India
- Toyota Tsusho Corporation, Japan
- Kideco Jaya Agung - Indonesia
- Electricity Generating Authority of Thailand
- Sinarmas Energy and Mining - Indonesia
- Videocon Industries ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Xindia Steels Limited - India
- Petron Corporation, Philippines
- Borneo Indobara - Indonesia
- Star Paper Mills Limited - India
- CIMB Investment Bank - Malaysia
- Sarangani Energy Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Thiess Contractors Indonesia
- Deloitte Consulting - India
- Rashtriya Ispat Nigam Limited - India
- Kapuas Tunggal Persada - Indonesia
- Meralco Power Generation, Philippines
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