We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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 -
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Wednesday, 19 December 18
GLOBAL SHIPPING SCOUTS FOR FUTURE GROWTH - PETER SAND, BIMCO
Where do we go to find economic growth that spurs shipping demand in the next five years? According to the International Monetary Fund (IMF), we sh ...
Wednesday, 19 December 18
SHIPPING MARKET INSIGHT - INTERMODAL
As another year is coming to an end, it is interesting to look at the main shipping markets and how these performed compared to 2017.
&nb ...
Tuesday, 18 December 18
COAL DEMAND WILL REMAIN STEADY THROUGH 2023, INTERNATIONAL ENERGY AGENCY SAYS - TOM DICHRISTOPHER, CNBC
Coal consumption is on the rise but will remain roughly stable over the next five years, the International Energy Agency forecasts.
...
Tuesday, 18 December 18
DRY BULK: IN ABSOLUTE TERMS, ALL MAIN SIZE SEGMENTS SAW THEIR ACTUAL VOLATILITY FIGURES DECREASE - ALLIED
Since the beginning of 2016, when the dry bulk market reached its absolute bottom, freight rates have been ever since on an upward trajectory. Taki ...
Tuesday, 18 December 18
COAL OUTLOOK BULLISH DESPITE WEAK CHINESE IMPORT DATA - HEREN, ICIS
Coal prices may appreciate over the remainder of 2018 even despite recent data showing falling imports from the world’s largest producer and ...
|
|
|
Showing 1521 to 1525 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Interocean Group of Companies - India
- Maheswari Brothers Coal Limited - India
- Indian Oil Corporation Limited
- San Jose City I Power Corp, Philippines
- Riau Bara Harum - Indonesia
- Bhatia International Limited - India
- Independent Power Producers Association of India
- Africa Commodities Group - South Africa
- GAC Shipping (India) Pvt Ltd
- Bukit Baiduri Energy - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Price Waterhouse Coopers - Russia
- Siam City Cement PLC, Thailand
- Wilmar Investment Holdings
- Cement Manufacturers Association - India
- European Bulk Services B.V. - Netherlands
- Kaltim Prima Coal - Indonesia
- Australian Coal Association
- Edison Trading Spa - Italy
- Kobexindo Tractors - Indoneisa
- Grasim Industreis Ltd - India
- Sakthi Sugars Limited - India
- Billiton Holdings Pty Ltd - Australia
- International Coal Ventures Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Jaiprakash Power Ventures ltd
- Sinarmas Energy and Mining - Indonesia
- Makarim & Taira - Indonesia
- Energy Development Corp, Philippines
- Port Waratah Coal Services - Australia
- Medco Energi Mining Internasional
- Kapuas Tunggal Persada - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Romanian Commodities Exchange
- Neyveli Lignite Corporation Ltd, - India
- Iligan Light & Power Inc, Philippines
- Sojitz Corporation - Japan
- Globalindo Alam Lestari - Indonesia
- Chettinad Cement Corporation Ltd - India
- Madhucon Powers Ltd - India
- LBH Netherlands Bv - Netherlands
- Economic Council, Georgia
- SMG Consultants - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Banpu Public Company Limited - Thailand
- Trasteel International SA, Italy
- Heidelberg Cement - Germany
- ASAPP Information Group - India
- Bukit Makmur.PT - Indonesia
- Goldman Sachs - Singapore
- Metalloyd Limited - United Kingdom
- Ministry of Transport, Egypt
- PowerSource Philippines DevCo
- Kartika Selabumi Mining - Indonesia
- Therma Luzon, Inc, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Tamil Nadu electricity Board
- The Treasury - Australian Government
- Merrill Lynch Commodities Europe
- Petrochimia International Co. Ltd.- Taiwan
- Directorate General of MIneral and Coal - Indonesia
- Coastal Gujarat Power Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Global Coal Blending Company Limited - Australia
- Bayan Resources Tbk. - Indonesia
- Electricity Authority, New Zealand
- SMC Global Power, Philippines
- Formosa Plastics Group - Taiwan
- Siam City Cement - Thailand
- IEA Clean Coal Centre - UK
- Sical Logistics Limited - India
- Posco Energy - South Korea
- Aboitiz Power Corporation - Philippines
- Cigading International Bulk Terminal - Indonesia
- Standard Chartered Bank - UAE
- MS Steel International - UAE
- Latin American Coal - Colombia
- Anglo American - United Kingdom
- GMR Energy Limited - India
- Vedanta Resources Plc - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bulk Trading Sa - Switzerland
- Savvy Resources Ltd - HongKong
- Minerals Council of Australia
- Global Business Power Corporation, Philippines
- Electricity Generating Authority of Thailand
- Rashtriya Ispat Nigam Limited - India
- Bhoruka Overseas - Indonesia
- Barasentosa Lestari - Indonesia
- Vizag Seaport Private Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Aditya Birla Group - India
- White Energy Company Limited
- Leighton Contractors Pty Ltd - Australia
- Coalindo Energy - Indonesia
- Indonesian Coal Mining Association
- Gujarat Sidhee Cement - India
- Orica Australia Pty. Ltd.
- Mintek Dendrill Indonesia
- Parliament of New Zealand
- Renaissance Capital - South Africa
- Parry Sugars Refinery, India
- Lanco Infratech Ltd - India
- Ind-Barath Power Infra Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kideco Jaya Agung - Indonesia
- Manunggal Multi Energi - Indonesia
- Toyota Tsusho Corporation, Japan
- Sarangani Energy Corporation, Philippines
- London Commodity Brokers - England
- Kepco SPC Power Corporation, Philippines
- Larsen & Toubro Limited - India
- Mjunction Services Limited - India
- Jindal Steel & Power Ltd - India
- Wood Mackenzie - Singapore
- Chamber of Mines of South Africa
- Indo Tambangraya Megah - Indonesia
- Essar Steel Hazira Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Commonwealth Bank - Australia
- Krishnapatnam Port Company Ltd. - India
- Global Green Power PLC Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Uttam Galva Steels Limited - India
- Tata Chemicals Ltd - India
- Intertek Mineral Services - Indonesia
- McConnell Dowell - Australia
- PNOC Exploration Corporation - Philippines
- Karaikal Port Pvt Ltd - India
- GVK Power & Infra Limited - India
- Bharathi Cement Corporation - India
- Carbofer General Trading SA - India
- India Bulls Power Limited - India
- TeaM Sual Corporation - Philippines
- Sindya Power Generating Company Private Ltd
- AsiaOL BioFuels Corp., Philippines
- Georgia Ports Authority, United States
- Simpson Spence & Young - Indonesia
- Power Finance Corporation Ltd., India
- Central Java Power - Indonesia
- Central Electricity Authority - India
- Petron Corporation, Philippines
- Mercator Lines Limited - India
- Bangladesh Power Developement Board
- Malabar Cements Ltd - India
- Coal and Oil Company - UAE
- Orica Mining Services - Indonesia
- OPG Power Generation Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- CNBM International Corporation - China
- Kohat Cement Company Ltd. - Pakistan
- Meralco Power Generation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Antam Resourcindo - Indonesia
- Directorate Of Revenue Intelligence - India
- Rio Tinto Coal - Australia
- Meenaskhi Energy Private Limited - India
- Energy Link Ltd, New Zealand
- Kalimantan Lumbung Energi - Indonesia
- Ministry of Mines - Canada
- Ministry of Finance - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Thai Mozambique Logistica
- Australian Commodity Traders Exchange
- Marubeni Corporation - India
- Pendopo Energi Batubara - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- PTC India Limited - India
- Xindia Steels Limited - India
- Miang Besar Coal Terminal - Indonesia
- Timah Investasi Mineral - Indoneisa
- Singapore Mercantile Exchange
- Semirara Mining Corp, Philippines
- Ambuja Cements Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Indian Energy Exchange, India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Dalmia Cement Bharat India
- Indogreen Group - Indonesia
- South Luzon Thermal Energy Corporation
- Semirara Mining and Power Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Mercuria Energy - Indonesia
- Bhushan Steel Limited - India
- VISA Power Limited - India
- Altura Mining Limited, Indonesia
- Deloitte Consulting - India
- Sree Jayajothi Cements Limited - India
- Samtan Co., Ltd - South Korea
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Eastern Coal Council - USA
- Pipit Mutiara Jaya. PT, Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Baramulti Group, Indonesia
- Thiess Contractors Indonesia
- ICICI Bank Limited - India
- The State Trading Corporation of India Ltd
- Holcim Trading Pte Ltd - Singapore
- Binh Thuan Hamico - Vietnam
- IHS Mccloskey Coal Group - USA
- Eastern Energy - Thailand
- Planning Commission, India
- Salva Resources Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- The University of Queensland
- Videocon Industries ltd - India
- Oldendorff Carriers - Singapore
- CIMB Investment Bank - Malaysia
- New Zealand Coal & Carbon
- Borneo Indobara - Indonesia
- Attock Cement Pakistan Limited
- Agrawal Coal Company - India
- Star Paper Mills Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Straits Asia Resources Limited - Singapore
- Indika Energy - Indonesia
|
| |
| |
|
