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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, 22 January 19
9TH GLOBAL MANUFACTURING SUPPLY CHAIN INNOVATION SUMMIT 2019
Rethinking the supply chain in manufacturing is a must at the digital era along with the industry transforming and innovating; new manufacturing is ...
Tuesday, 22 January 19
AUSTRALIA'S YANCOAL PRODUCED 50 MMT SALEABLE COAL IN 2018 UP 59 PER CENT ON THE YEAR PRIOR, THE QUARTERLY REPORT SHOWS
According to the report, the miner's quarterly (Q4' 18) saleable coal production of 12.4 Mmt. Includes 10.5 Mmt (85 per cent) from the Comp ...
Monday, 21 January 19
KOSPO INVITING BIDS FOR 320K MT OF LOW CALORIFIC VALUE COAL
COALspot.com: South Korea state-owned utility Korea Southern Power Co. Ltd (KOSPO) issued a tender for 320,000 MT of min 3,800 kcal/kg NCV low calo ...
Monday, 21 January 19
SUPRAMAX: INDONESIAN COAL RUNS, TONNAGE WAS GIVING APS DELIVERIES AND A 57,000DWT SHIP FIXED AT $7,000 FOR A TRIP TO WEST COAST INDIA - BALTIC BRIEFING
Capesize
A positive end to a week that saw rates on the West Australia/China run slip below $6.00, as charterers faced a plentiful supply ...
Monday, 21 January 19
HARD COAL WORLD TRADE IN 2018 RISES BY 3.7 PER CENT; GLOBAL HARD COAL PRODUCTION INCREASES BY 1.7 PER CENT - VDKI
Global Hard Coal Production Increases By 1.7%.
According to provisional calculations by the German Coal Importer Association (VDKi), ...
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- Edison Trading Spa - Italy
- Mercuria Energy - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Rio Tinto Coal - Australia
- Makarim & Taira - Indonesia
- Iligan Light & Power Inc, Philippines
- Electricity Authority, New Zealand
- Coalindo Energy - Indonesia
- IHS Mccloskey Coal Group - USA
- Semirara Mining Corp, Philippines
- Rashtriya Ispat Nigam Limited - India
- Ind-Barath Power Infra Limited - India
- Uttam Galva Steels Limited - India
- Kumho Petrochemical, South Korea
- Straits Asia Resources Limited - Singapore
- GVK Power & Infra Limited - India
- Ministry of Transport, Egypt
- Coal and Oil Company - UAE
- India Bulls Power Limited - India
- Australian Commodity Traders Exchange
- Bulk Trading Sa - Switzerland
- Star Paper Mills Limited - India
- Intertek Mineral Services - Indonesia
- Aditya Birla Group - India
- Goldman Sachs - Singapore
- Sical Logistics Limited - India
- Chamber of Mines of South Africa
- Central Java Power - Indonesia
- Marubeni Corporation - India
- PetroVietnam Power Coal Import and Supply Company
- Globalindo Alam Lestari - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- PowerSource Philippines DevCo
- Semirara Mining and Power Corporation, Philippines
- Barasentosa Lestari - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Standard Chartered Bank - UAE
- GMR Energy Limited - India
- GN Power Mariveles Coal Plant, Philippines
- OPG Power Generation Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Savvy Resources Ltd - HongKong
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bangladesh Power Developement Board
- Independent Power Producers Association of India
- Sindya Power Generating Company Private Ltd
- Economic Council, Georgia
- Sojitz Corporation - Japan
- Central Electricity Authority - India
- Singapore Mercantile Exchange
- Sinarmas Energy and Mining - Indonesia
- Kaltim Prima Coal - Indonesia
- McConnell Dowell - Australia
- PTC India Limited - India
- Deloitte Consulting - India
- Asmin Koalindo Tuhup - Indonesia
- Anglo American - United Kingdom
- South Luzon Thermal Energy Corporation
- Global Coal Blending Company Limited - Australia
- Indo Tambangraya Megah - Indonesia
- CNBM International Corporation - China
- Leighton Contractors Pty Ltd - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kapuas Tunggal Persada - Indonesia
- Oldendorff Carriers - Singapore
- SMG Consultants - Indonesia
- Antam Resourcindo - Indonesia
- LBH Netherlands Bv - Netherlands
- Meenaskhi Energy Private Limited - India
- Energy Development Corp, Philippines
- Bukit Baiduri Energy - Indonesia
- Ambuja Cements Ltd - India
- PNOC Exploration Corporation - Philippines
- Kepco SPC Power Corporation, Philippines
- Medco Energi Mining Internasional
- Karbindo Abesyapradhi - Indoneisa
- Posco Energy - South Korea
- Sakthi Sugars Limited - India
- TeaM Sual Corporation - Philippines
- SN Aboitiz Power Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Commonwealth Bank - Australia
- Attock Cement Pakistan Limited
- Ministry of Finance - Indonesia
- Tata Chemicals Ltd - India
- Indian Energy Exchange, India
- Electricity Generating Authority of Thailand
- Thai Mozambique Logistica
- London Commodity Brokers - England
- Parry Sugars Refinery, India
- Binh Thuan Hamico - Vietnam
- Miang Besar Coal Terminal - Indonesia
- Petron Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Larsen & Toubro Limited - India
- Wilmar Investment Holdings
- Manunggal Multi Energi - Indonesia
- GAC Shipping (India) Pvt Ltd
- Latin American Coal - Colombia
- Metalloyd Limited - United Kingdom
- Gujarat Electricity Regulatory Commission - India
- Global Business Power Corporation, Philippines
- Planning Commission, India
- San Jose City I Power Corp, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Global Green Power PLC Corporation, Philippines
- Renaissance Capital - South Africa
- SMC Global Power, Philippines
- Baramulti Group, Indonesia
- Maheswari Brothers Coal Limited - India
- Riau Bara Harum - Indonesia
- Pendopo Energi Batubara - Indonesia
- Cement Manufacturers Association - India
- Bukit Makmur.PT - Indonesia
- Siam City Cement PLC, Thailand
- Bhatia International Limited - India
- Agrawal Coal Company - India
- Timah Investasi Mineral - Indoneisa
- Formosa Plastics Group - Taiwan
- Carbofer General Trading SA - India
- Jorong Barutama Greston.PT - Indonesia
- IEA Clean Coal Centre - UK
- Salva Resources Pvt Ltd - India
- White Energy Company Limited
- Sarangani Energy Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Neyveli Lignite Corporation Ltd, - India
- Indika Energy - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Krishnapatnam Port Company Ltd. - India
- Grasim Industreis Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Karaikal Port Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Orica Mining Services - Indonesia
- Billiton Holdings Pty Ltd - Australia
- ICICI Bank Limited - India
- Trasteel International SA, Italy
- Videocon Industries ltd - India
- Wood Mackenzie - Singapore
- Banpu Public Company Limited - Thailand
- AsiaOL BioFuels Corp., Philippines
- Vizag Seaport Private Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Bayan Resources Tbk. - Indonesia
- Eastern Energy - Thailand
- Merrill Lynch Commodities Europe
- Meralco Power Generation, Philippines
- Sree Jayajothi Cements Limited - India
- Madhucon Powers Ltd - India
- Dalmia Cement Bharat India
- Samtan Co., Ltd - South Korea
- Minerals Council of Australia
- New Zealand Coal & Carbon
- Australian Coal Association
- Simpson Spence & Young - Indonesia
- Malabar Cements Ltd - India
- MS Steel International - UAE
- Parliament of New Zealand
- Altura Mining Limited, Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Vedanta Resources Plc - India
- Indian Oil Corporation Limited
- Kartika Selabumi Mining - Indonesia
- Africa Commodities Group - South Africa
- Georgia Ports Authority, United States
- Kideco Jaya Agung - Indonesia
- Interocean Group of Companies - India
- Eastern Coal Council - USA
- Mercator Lines Limited - India
- The State Trading Corporation of India Ltd
- Xindia Steels Limited - India
- International Coal Ventures Pvt Ltd - India
- Indogreen Group - Indonesia
- Price Waterhouse Coopers - Russia
- Romanian Commodities Exchange
- Ceylon Electricity Board - Sri Lanka
- Kobexindo Tractors - Indoneisa
- Toyota Tsusho Corporation, Japan
- Gujarat Sidhee Cement - India
- The Treasury - Australian Government
- Bhushan Steel Limited - India
- Alfred C Toepfer International GmbH - Germany
- Tamil Nadu electricity Board
- CIMB Investment Bank - Malaysia
- Lanco Infratech Ltd - India
- Bhoruka Overseas - Indonesia
- Bharathi Cement Corporation - India
- ASAPP Information Group - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Energy Link Ltd, New Zealand
- Indonesian Coal Mining Association
- Directorate General of MIneral and Coal - Indonesia
- VISA Power Limited - India
- Orica Australia Pty. Ltd.
- Kohat Cement Company Ltd. - Pakistan
- Jindal Steel & Power Ltd - India
- The University of Queensland
- Siam City Cement - Thailand
- Holcim Trading Pte Ltd - Singapore
- Chettinad Cement Corporation Ltd - India
- Port Waratah Coal Services - Australia
- Power Finance Corporation Ltd., India
- Vijayanagar Sugar Pvt Ltd - India
- Ministry of Mines - Canada
- Mintek Dendrill Indonesia
- Borneo Indobara - Indonesia
- Mjunction Services Limited - India
- Heidelberg Cement - Germany
- European Bulk Services B.V. - Netherlands
- Coastal Gujarat Power Limited - India
- Thiess Contractors Indonesia
- Essar Steel Hazira Ltd - India
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