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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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Wednesday, 05 December 18
WORLD COAL PRICES FALL, WITH INDONESIA BENCHMARK FOR DECEMBER, ENDING AT LOWEST SINCE JUNE 2018
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down the benchmark price of Indonesian thermal ...
Wednesday, 05 December 18
SHIPPING MARKET INSIGHT - GIANNIS ANDRITSOPOULOS
Is the rise in crude carrier rates driven only by seasonality, or is the recent positive reversal signaling the end of challenging days for the mar ...
Monday, 03 December 18
WCA'S ENGAGEMENT AT COP24 IN KATOWICE - WCA
The 24th Conference of the Parties (COP) to the UN Framework Convention on Climate Change (UNFCCC) will take place from the 2-14 December 2018 in K ...
Monday, 03 December 18
SUPRAMAX: FIXED DELIVERY KALIMANTAN TO WEST COAST INDIA, AT $11000 - THE BALTIC BRIEFING
Capesize
A roller-coaster week for the big ships with hopes soaring at the start for a mini last quarter revival, only to be dashed as the week ...
Sunday, 02 December 18
TRADE WAR LEADING TO HEADWINDS FOR THE FRAGILE DRY BULK RECOVERY - PETER SAND, BIMCO
The first twelve weeks of the 2018/19 marketing year, which started on 1 September 2018, have painted a dire picture for US soya bean exports which ...
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- ICICI Bank Limited - India
- Binh Thuan Hamico - Vietnam
- Petrochimia International Co. Ltd.- Taiwan
- Deloitte Consulting - India
- Iligan Light & Power Inc, Philippines
- ASAPP Information Group - India
- Indian Oil Corporation Limited
- Australian Coal Association
- AsiaOL BioFuels Corp., Philippines
- Gujarat Mineral Development Corp Ltd - India
- Larsen & Toubro Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Bank of Tokyo Mitsubishi UFJ Ltd
- LBH Netherlands Bv - Netherlands
- New Zealand Coal & Carbon
- Lanco Infratech Ltd - India
- Borneo Indobara - Indonesia
- Orica Australia Pty. Ltd.
- GMR Energy Limited - India
- Cigading International Bulk Terminal - Indonesia
- Maheswari Brothers Coal Limited - India
- Global Coal Blending Company Limited - Australia
- Neyveli Lignite Corporation Ltd, - India
- Cement Manufacturers Association - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Independent Power Producers Association of India
- Sakthi Sugars Limited - India
- Electricity Generating Authority of Thailand
- Simpson Spence & Young - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Leighton Contractors Pty Ltd - Australia
- Meralco Power Generation, Philippines
- Oldendorff Carriers - Singapore
- Grasim Industreis Ltd - India
- Coalindo Energy - Indonesia
- Commonwealth Bank - Australia
- Sree Jayajothi Cements Limited - India
- Xindia Steels Limited - India
- SN Aboitiz Power Inc, Philippines
- Therma Luzon, Inc, Philippines
- Africa Commodities Group - South Africa
- Parry Sugars Refinery, India
- CIMB Investment Bank - Malaysia
- Indian Energy Exchange, India
- Formosa Plastics Group - Taiwan
- Bahari Cakrawala Sebuku - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Thiess Contractors Indonesia
- Interocean Group of Companies - India
- Goldman Sachs - Singapore
- Mercator Lines Limited - India
- Bangladesh Power Developement Board
- Banpu Public Company Limited - Thailand
- Krishnapatnam Port Company Ltd. - India
- Bharathi Cement Corporation - India
- Metalloyd Limited - United Kingdom
- Dalmia Cement Bharat India
- PTC India Limited - India
- Global Green Power PLC Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Tata Chemicals Ltd - India
- Kobexindo Tractors - Indoneisa
- Mintek Dendrill Indonesia
- Eastern Coal Council - USA
- Energy Development Corp, Philippines
- Videocon Industries ltd - India
- Renaissance Capital - South Africa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kepco SPC Power Corporation, Philippines
- Siam City Cement PLC, Thailand
- International Coal Ventures Pvt Ltd - India
- Georgia Ports Authority, United States
- Ministry of Mines - Canada
- Bhushan Steel Limited - India
- Makarim & Taira - Indonesia
- Energy Link Ltd, New Zealand
- Salva Resources Pvt Ltd - India
- Minerals Council of Australia
- Bhoruka Overseas - Indonesia
- Bukit Baiduri Energy - Indonesia
- Planning Commission, India
- Aboitiz Power Corporation - Philippines
- Asmin Koalindo Tuhup - Indonesia
- Chettinad Cement Corporation Ltd - India
- IHS Mccloskey Coal Group - USA
- Wood Mackenzie - Singapore
- South Luzon Thermal Energy Corporation
- Kalimantan Lumbung Energi - Indonesia
- Singapore Mercantile Exchange
- Directorate General of MIneral and Coal - Indonesia
- Ministry of Finance - Indonesia
- Indonesian Coal Mining Association
- European Bulk Services B.V. - Netherlands
- London Commodity Brokers - England
- Jaiprakash Power Ventures ltd
- Star Paper Mills Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- San Jose City I Power Corp, Philippines
- Central Java Power - Indonesia
- Parliament of New Zealand
- Semirara Mining and Power Corporation, Philippines
- Anglo American - United Kingdom
- Mercuria Energy - Indonesia
- VISA Power Limited - India
- Vizag Seaport Private Limited - India
- OPG Power Generation Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- Malabar Cements Ltd - India
- Medco Energi Mining Internasional
- Uttam Galva Steels Limited - India
- Timah Investasi Mineral - Indoneisa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Gujarat Electricity Regulatory Commission - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Attock Cement Pakistan Limited
- PNOC Exploration Corporation - Philippines
- White Energy Company Limited
- Indika Energy - Indonesia
- Ambuja Cements Ltd - India
- Australian Commodity Traders Exchange
- Bukit Makmur.PT - Indonesia
- Port Waratah Coal Services - Australia
- Riau Bara Harum - Indonesia
- Wilmar Investment Holdings
- Siam City Cement - Thailand
- Petron Corporation, Philippines
- MS Steel International - UAE
- PetroVietnam Power Coal Import and Supply Company
- Ind-Barath Power Infra Limited - India
- Tamil Nadu electricity Board
- Romanian Commodities Exchange
- SMG Consultants - Indonesia
- Mjunction Services Limited - India
- Semirara Mining Corp, Philippines
- Kaltim Prima Coal - Indonesia
- GVK Power & Infra Limited - India
- GAC Shipping (India) Pvt Ltd
- Intertek Mineral Services - Indonesia
- Global Business Power Corporation, Philippines
- Central Electricity Authority - India
- Pipit Mutiara Jaya. PT, Indonesia
- Merrill Lynch Commodities Europe
- Aditya Birla Group - India
- Orica Mining Services - Indonesia
- Ministry of Transport, Egypt
- Sarangani Energy Corporation, Philippines
- Posco Energy - South Korea
- Madhucon Powers Ltd - India
- Thai Mozambique Logistica
- GN Power Mariveles Coal Plant, Philippines
- Indogreen Group - Indonesia
- Sojitz Corporation - Japan
- Standard Chartered Bank - UAE
- Latin American Coal - Colombia
- Ceylon Electricity Board - Sri Lanka
- Karaikal Port Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- SMC Global Power, Philippines
- PowerSource Philippines DevCo
- Altura Mining Limited, Indonesia
- Edison Trading Spa - Italy
- Jindal Steel & Power Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Kumho Petrochemical, South Korea
- CNBM International Corporation - China
- The University of Queensland
- Rashtriya Ispat Nigam Limited - India
- IEA Clean Coal Centre - UK
- Bhatia International Limited - India
- Agrawal Coal Company - India
- Trasteel International SA, Italy
- The State Trading Corporation of India Ltd
- Coastal Gujarat Power Limited - India
- Manunggal Multi Energi - Indonesia
- Directorate Of Revenue Intelligence - India
- Chamber of Mines of South Africa
- Gujarat Sidhee Cement - India
- Sinarmas Energy and Mining - Indonesia
- Pendopo Energi Batubara - Indonesia
- Baramulti Group, Indonesia
- India Bulls Power Limited - India
- Bayan Resources Tbk. - Indonesia
- Meenaskhi Energy Private Limited - India
- Samtan Co., Ltd - South Korea
- Toyota Tsusho Corporation, Japan
- Alfred C Toepfer International GmbH - Germany
- Heidelberg Cement - Germany
- Antam Resourcindo - Indonesia
- Electricity Authority, New Zealand
- Straits Asia Resources Limited - Singapore
- McConnell Dowell - Australia
- Essar Steel Hazira Ltd - India
- Sindya Power Generating Company Private Ltd
- Eastern Energy - Thailand
- Miang Besar Coal Terminal - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Economic Council, Georgia
- Carbofer General Trading SA - India
- TeaM Sual Corporation - Philippines
- The Treasury - Australian Government
- Coal and Oil Company - UAE
- Vedanta Resources Plc - India
- Sical Logistics Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Marubeni Corporation - India
- Power Finance Corporation Ltd., India
- Kideco Jaya Agung - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Savvy Resources Ltd - HongKong
- Offshore Bulk Terminal Pte Ltd, Singapore
- Globalindo Alam Lestari - Indonesia
- Rio Tinto Coal - Australia
- Bulk Trading Sa - Switzerland
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