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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, 11 December 18
PORT OF NEWCASTLE SHIPPED 10.849 MMT OF COAL IN NOVEMBER DOWN 23.44 PERCENT MOM
COALspot.com: The Port of Newcastle, Australia’s major trading port and the world’s largest coal export port has shipped A$ 1,574.8 mil ...
Thursday, 06 December 18
IN THE EAST, BIGGER SUPRA WAS FIXED CA US$ 10K FOR INDO-CHINA COAL ROUND - FEARNLEYS
Capesize
There is cautious optimism for the Capes, with healthier volumes and improving rates in the Pacific. West Australia round is gradually ...
Thursday, 06 December 18
U.S. COAL CONSUMPTION IN 2018 EXPECTED TO BE THE LOWEST IN 39 YEARS - EIA
EIA expects total U.S. coal consumption in 2018 to fall to 691 million short tons (MMst), a 4% decline from 2017 and the lowest level since 1979. U ...
Thursday, 06 December 18
DEMAND RISKS WEIGH ON GLOBAL SHIPPING SECTOR OUTLOOK - FITCH RATINGS
The global shipping sector outlook remains negative reflecting the demand-side risks of protectionism and slower economic growth, Fitch Ratings say ...
Thursday, 06 December 18
CHINA REVISES MANAGEMENT RULES ON ESTABLISHMENT OF FULLY FOREIGN-OWNED SHIPPING BUSINESSES - XINHUA
Foreign shipping companies will find it easier to establish wholly-owned subsidiaries in China thanks to a revised regulation due to take effect on ...
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Showing 1536 to 1540 news of total 6871 |
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- Savvy Resources Ltd - HongKong
- New Zealand Coal & Carbon
- Meenaskhi Energy Private Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Global Green Power PLC Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Port Waratah Coal Services - Australia
- Miang Besar Coal Terminal - Indonesia
- TeaM Sual Corporation - Philippines
- Anglo American - United Kingdom
- Bukit Baiduri Energy - Indonesia
- Coal and Oil Company - UAE
- Goldman Sachs - Singapore
- Formosa Plastics Group - Taiwan
- Orica Australia Pty. Ltd.
- Alfred C Toepfer International GmbH - Germany
- Minerals Council of Australia
- Vijayanagar Sugar Pvt Ltd - India
- Ministry of Transport, Egypt
- Kartika Selabumi Mining - Indonesia
- Chamber of Mines of South Africa
- India Bulls Power Limited - India
- Globalindo Alam Lestari - Indonesia
- Metalloyd Limited - United Kingdom
- Medco Energi Mining Internasional
- Agrawal Coal Company - India
- Sical Logistics Limited - India
- Madhucon Powers Ltd - India
- Baramulti Group, Indonesia
- IHS Mccloskey Coal Group - USA
- Videocon Industries ltd - India
- Timah Investasi Mineral - Indoneisa
- Dalmia Cement Bharat India
- Kalimantan Lumbung Energi - Indonesia
- Makarim & Taira - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Renaissance Capital - South Africa
- Thiess Contractors Indonesia
- Carbofer General Trading SA - India
- PowerSource Philippines DevCo
- Interocean Group of Companies - India
- Rio Tinto Coal - Australia
- Oldendorff Carriers - Singapore
- Simpson Spence & Young - Indonesia
- Thai Mozambique Logistica
- Tamil Nadu electricity Board
- Borneo Indobara - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Mjunction Services Limited - India
- The State Trading Corporation of India Ltd
- Kepco SPC Power Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Bhoruka Overseas - Indonesia
- Gujarat Sidhee Cement - India
- Sakthi Sugars Limited - India
- GVK Power & Infra Limited - India
- Orica Mining Services - Indonesia
- Indian Oil Corporation Limited
- Mercator Lines Limited - India
- Mercuria Energy - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Grasim Industreis Ltd - India
- Jindal Steel & Power Ltd - India
- Vizag Seaport Private Limited - India
- GMR Energy Limited - India
- Sree Jayajothi Cements Limited - India
- The Treasury - Australian Government
- Petron Corporation, Philippines
- Heidelberg Cement - Germany
- Sojitz Corporation - Japan
- Australian Coal Association
- Singapore Mercantile Exchange
- Antam Resourcindo - Indonesia
- Ministry of Finance - Indonesia
- Bharathi Cement Corporation - India
- Parliament of New Zealand
- Leighton Contractors Pty Ltd - Australia
- Power Finance Corporation Ltd., India
- Georgia Ports Authority, United States
- Mintek Dendrill Indonesia
- IEA Clean Coal Centre - UK
- International Coal Ventures Pvt Ltd - India
- Deloitte Consulting - India
- Bulk Trading Sa - Switzerland
- Global Coal Blending Company Limited - Australia
- Intertek Mineral Services - Indonesia
- LBH Netherlands Bv - Netherlands
- White Energy Company Limited
- Eastern Coal Council - USA
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Planning Commission, India
- Jorong Barutama Greston.PT - Indonesia
- Ind-Barath Power Infra Limited - India
- Jaiprakash Power Ventures ltd
- Indonesian Coal Mining Association
- AsiaOL BioFuels Corp., Philippines
- Kobexindo Tractors - Indoneisa
- Straits Asia Resources Limited - Singapore
- McConnell Dowell - Australia
- Kideco Jaya Agung - Indonesia
- Ministry of Mines - Canada
- Central Electricity Authority - India
- Meralco Power Generation, Philippines
- Billiton Holdings Pty Ltd - Australia
- ASAPP Information Group - India
- Xindia Steels Limited - India
- OPG Power Generation Pvt Ltd - India
- Indian Energy Exchange, India
- Directorate General of MIneral and Coal - Indonesia
- Riau Bara Harum - Indonesia
- Africa Commodities Group - South Africa
- Bukit Makmur.PT - Indonesia
- Binh Thuan Hamico - Vietnam
- CNBM International Corporation - China
- Asmin Koalindo Tuhup - Indonesia
- Standard Chartered Bank - UAE
- Central Java Power - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Economic Council, Georgia
- Lanco Infratech Ltd - India
- European Bulk Services B.V. - Netherlands
- Barasentosa Lestari - Indonesia
- Parry Sugars Refinery, India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Wilmar Investment Holdings
- Trasteel International SA, Italy
- Aboitiz Power Corporation - Philippines
- Kumho Petrochemical, South Korea
- Independent Power Producers Association of India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Global Business Power Corporation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Star Paper Mills Limited - India
- Indo Tambangraya Megah - Indonesia
- Larsen & Toubro Limited - India
- Vedanta Resources Plc - India
- Maheswari Brothers Coal Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Wood Mackenzie - Singapore
- CIMB Investment Bank - Malaysia
- Kaltim Prima Coal - Indonesia
- Tata Chemicals Ltd - India
- Karaikal Port Pvt Ltd - India
- Uttam Galva Steels Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Romanian Commodities Exchange
- Siam City Cement PLC, Thailand
- ICICI Bank Limited - India
- Energy Link Ltd, New Zealand
- Banpu Public Company Limited - Thailand
- PNOC Exploration Corporation - Philippines
- London Commodity Brokers - England
- Ceylon Electricity Board - Sri Lanka
- Commonwealth Bank - Australia
- Sarangani Energy Corporation, Philippines
- Bhushan Steel Limited - India
- Coalindo Energy - Indonesia
- VISA Power Limited - India
- Siam City Cement - Thailand
- Bangladesh Power Developement Board
- SMC Global Power, Philippines
- Samtan Co., Ltd - South Korea
- The University of Queensland
- Rashtriya Ispat Nigam Limited - India
- SN Aboitiz Power Inc, Philippines
- PTC India Limited - India
- Directorate Of Revenue Intelligence - India
- SMG Consultants - Indonesia
- Iligan Light & Power Inc, Philippines
- Toyota Tsusho Corporation, Japan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Merrill Lynch Commodities Europe
- GAC Shipping (India) Pvt Ltd
- Chettinad Cement Corporation Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Bayan Resources Tbk. - Indonesia
- Sindya Power Generating Company Private Ltd
- Electricity Generating Authority of Thailand
- Altura Mining Limited, Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Manunggal Multi Energi - Indonesia
- Essar Steel Hazira Ltd - India
- Eastern Energy - Thailand
- Electricity Authority, New Zealand
- Ambuja Cements Ltd - India
- Pendopo Energi Batubara - Indonesia
- Malabar Cements Ltd - India
- Australian Commodity Traders Exchange
- GN Power Mariveles Coal Plant, Philippines
- Cement Manufacturers Association - India
- Semirara Mining Corp, Philippines
- Aditya Birla Group - India
- Edison Trading Spa - Italy
- Bhatia International Limited - India
- Therma Luzon, Inc, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Attock Cement Pakistan Limited
- Indogreen Group - Indonesia
- San Jose City I Power Corp, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- South Luzon Thermal Energy Corporation
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indika Energy - Indonesia
- Energy Development Corp, Philippines
- Gujarat Electricity Regulatory Commission - India
- Kapuas Tunggal Persada - Indonesia
- Latin American Coal - Colombia
- Sinarmas Energy and Mining - Indonesia
- MS Steel International - UAE
- Posco Energy - South Korea
- Semirara Mining and Power Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Coastal Gujarat Power Limited - India
- Marubeni Corporation - India
- Price Waterhouse Coopers - Russia
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