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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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Friday, 14 December 18
KOSPO INVITES BIDS FOR 1,177,000 METRIC TONS OF COAL FOR Q1' 19 LOADING
COALspot.com: South Korea state-owned utility Korea Southern Power Co. Ltd (KOSPO) issued a tender for 701,000 MT of min 5,600 kcal/kg NCV coal and ...
Friday, 14 December 18
COAL IMPORT TO BE CHECKED BY RISING DOMESTIC PRODUCTION - FINANCIAL EXPRESS
The government’s effort to increase domestic coal production and power demand falling with the onset of the winters will check coal imports, ...
Thursday, 13 December 18
STRAITS AFFECTED BY TERRITORIAL DISPUTE BETWEEN SINGAPORE AND MALAYSIA - THE STANDARD CLUB
A recent territorial dispute has occurred between Singapore and Malaysia involving the Straits of Johor.
The Malaysian Attorney Gene ...
Wednesday, 12 December 18
SHIPPING MARKET INSIGHT - CHRISTOPHER WHITTY
China’s monthly iron ore imports dropped for the first time this year joined by declines in copper and soybeans as economic growth slows in t ...
Tuesday, 11 December 18
SHIPPING MARKET ANALYSIS - ALLIED
A lot of discussions have been made as to the effects of the IMO 2020 regulation on OPEX levels, investment feasibility of& ...
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- Bangladesh Power Developement Board
- Aboitiz Power Corporation - Philippines
- Uttam Galva Steels Limited - India
- Bukit Baiduri Energy - Indonesia
- PowerSource Philippines DevCo
- Merrill Lynch Commodities Europe
- Bayan Resources Tbk. - Indonesia
- Coalindo Energy - Indonesia
- Xindia Steels Limited - India
- Semirara Mining and Power Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Georgia Ports Authority, United States
- Cigading International Bulk Terminal - Indonesia
- PNOC Exploration Corporation - Philippines
- New Zealand Coal & Carbon
- Ambuja Cements Ltd - India
- Vedanta Resources Plc - India
- San Jose City I Power Corp, Philippines
- Aditya Birla Group - India
- Directorate Of Revenue Intelligence - India
- Parliament of New Zealand
- Electricity Authority, New Zealand
- Anglo American - United Kingdom
- Sree Jayajothi Cements Limited - India
- Australian Commodity Traders Exchange
- Timah Investasi Mineral - Indoneisa
- Marubeni Corporation - India
- Siam City Cement PLC, Thailand
- Therma Luzon, Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- Bulk Trading Sa - Switzerland
- GMR Energy Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Gujarat Mineral Development Corp Ltd - India
- Meenaskhi Energy Private Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Commonwealth Bank - Australia
- Mintek Dendrill Indonesia
- International Coal Ventures Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Jaiprakash Power Ventures ltd
- Planning Commission, India
- IEA Clean Coal Centre - UK
- Meralco Power Generation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sical Logistics Limited - India
- Dalmia Cement Bharat India
- Binh Thuan Hamico - Vietnam
- Romanian Commodities Exchange
- SN Aboitiz Power Inc, Philippines
- Latin American Coal - Colombia
- CIMB Investment Bank - Malaysia
- Jorong Barutama Greston.PT - Indonesia
- Straits Asia Resources Limited - Singapore
- Eastern Energy - Thailand
- Banpu Public Company Limited - Thailand
- Ministry of Finance - Indonesia
- Manunggal Multi Energi - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Central Java Power - Indonesia
- Orica Mining Services - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Agrawal Coal Company - India
- Medco Energi Mining Internasional
- Bukit Makmur.PT - Indonesia
- Central Electricity Authority - India
- Karaikal Port Pvt Ltd - India
- Videocon Industries ltd - India
- Ministry of Mines - Canada
- Deloitte Consulting - India
- Barasentosa Lestari - Indonesia
- Edison Trading Spa - Italy
- Antam Resourcindo - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Toyota Tsusho Corporation, Japan
- Coastal Gujarat Power Limited - India
- Price Waterhouse Coopers - Russia
- Energy Link Ltd, New Zealand
- Parry Sugars Refinery, India
- Maharashtra Electricity Regulatory Commission - India
- McConnell Dowell - Australia
- SMC Global Power, Philippines
- Wood Mackenzie - Singapore
- Bharathi Cement Corporation - India
- Indonesian Coal Mining Association
- Neyveli Lignite Corporation Ltd, - India
- Ind-Barath Power Infra Limited - India
- Posco Energy - South Korea
- Kalimantan Lumbung Energi - Indonesia
- IHS Mccloskey Coal Group - USA
- Madhucon Powers Ltd - India
- Indika Energy - Indonesia
- Jindal Steel & Power Ltd - India
- Simpson Spence & Young - Indonesia
- Mercator Lines Limited - India
- Iligan Light & Power Inc, Philippines
- Mercuria Energy - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Africa Commodities Group - South Africa
- Globalindo Alam Lestari - Indonesia
- Siam City Cement - Thailand
- Minerals Council of Australia
- Renaissance Capital - South Africa
- Formosa Plastics Group - Taiwan
- Holcim Trading Pte Ltd - Singapore
- Tata Chemicals Ltd - India
- Electricity Generating Authority of Thailand
- Asmin Koalindo Tuhup - Indonesia
- VISA Power Limited - India
- MS Steel International - UAE
- Sindya Power Generating Company Private Ltd
- Standard Chartered Bank - UAE
- CNBM International Corporation - China
- Trasteel International SA, Italy
- Vijayanagar Sugar Pvt Ltd - India
- Australian Coal Association
- The University of Queensland
- Lanco Infratech Ltd - India
- GAC Shipping (India) Pvt Ltd
- TeaM Sual Corporation - Philippines
- Tamil Nadu electricity Board
- Sojitz Corporation - Japan
- Petron Corporation, Philippines
- Coal and Oil Company - UAE
- Indian Oil Corporation Limited
- Metalloyd Limited - United Kingdom
- Rio Tinto Coal - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kohat Cement Company Ltd. - Pakistan
- Grasim Industreis Ltd - India
- Indo Tambangraya Megah - Indonesia
- Savvy Resources Ltd - HongKong
- Interocean Group of Companies - India
- Riau Bara Harum - Indonesia
- ICICI Bank Limited - India
- Sakthi Sugars Limited - India
- Goldman Sachs - Singapore
- Vizag Seaport Private Limited - India
- Miang Besar Coal Terminal - Indonesia
- Malabar Cements Ltd - India
- Indogreen Group - Indonesia
- Chettinad Cement Corporation Ltd - India
- Bhushan Steel Limited - India
- Borneo Indobara - Indonesia
- ASAPP Information Group - India
- Sarangani Energy Corporation, Philippines
- Independent Power Producers Association of India
- Kepco SPC Power Corporation, Philippines
- Port Waratah Coal Services - Australia
- Baramulti Group, Indonesia
- Larsen & Toubro Limited - India
- Kideco Jaya Agung - Indonesia
- Chamber of Mines of South Africa
- Samtan Co., Ltd - South Korea
- Attock Cement Pakistan Limited
- Cement Manufacturers Association - India
- Heidelberg Cement - Germany
- Ministry of Transport, Egypt
- Carbofer General Trading SA - India
- Thiess Contractors Indonesia
- OPG Power Generation Pvt Ltd - India
- Economic Council, Georgia
- Global Business Power Corporation, Philippines
- Thai Mozambique Logistica
- Karbindo Abesyapradhi - Indoneisa
- Rashtriya Ispat Nigam Limited - India
- Directorate General of MIneral and Coal - Indonesia
- SMG Consultants - Indonesia
- Bhatia International Limited - India
- Singapore Mercantile Exchange
- Petrochimia International Co. Ltd.- Taiwan
- Bhoruka Overseas - Indonesia
- PTC India Limited - India
- London Commodity Brokers - England
- White Energy Company Limited
- European Bulk Services B.V. - Netherlands
- Global Green Power PLC Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kaltim Prima Coal - Indonesia
- India Bulls Power Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Kartika Selabumi Mining - Indonesia
- Mjunction Services Limited - India
- Indian Energy Exchange, India
- Salva Resources Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- Ceylon Electricity Board - Sri Lanka
- Semirara Mining Corp, Philippines
- The Treasury - Australian Government
- The State Trading Corporation of India Ltd
- Makarim & Taira - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Energy Development Corp, Philippines
- GVK Power & Infra Limited - India
- Orica Australia Pty. Ltd.
- Wilmar Investment Holdings
- Altura Mining Limited, Indonesia
- Power Finance Corporation Ltd., India
- Maheswari Brothers Coal Limited - India
- Intertek Mineral Services - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Pendopo Energi Batubara - Indonesia
- Global Coal Blending Company Limited - Australia
- Oldendorff Carriers - Singapore
- Gujarat Sidhee Cement - India
- Eastern Coal Council - USA
- Alfred C Toepfer International GmbH - Germany
- South Luzon Thermal Energy Corporation
- Star Paper Mills Limited - India
- Kumho Petrochemical, South Korea
- Gujarat Electricity Regulatory Commission - India
- Kapuas Tunggal Persada - Indonesia
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