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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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Monday, 26 November 18
SUPRAMAX: THE ASIAN MARKET STALLED THIS WEEK WITH A BUILD-UP OF TONNAGE - BALTIC BRIEFING
Capesize
It was a positive end to the week, with West Australia/China making significant gains and firing owners’ resolve. There was talk ...
Friday, 23 November 18
GOLDEN ENERGY'S POTENTIAL ACQUISITION OF STANMORE CREDIT POSITIVE - FITCH RATINGS
Golden Energy and Resources Limited's (GEAR, B+/Positive) potential acquisition of Stanmore Coal will help the company diversify its coal opera ...
Friday, 23 November 18
ASSOCIATION CALLS FOR REVISION OF DMO SCHEME FOR COAL - JP
The Indonesian Coal Mining Association (APBI) has called on the government to revise the domestic market obligation (DMO) scheme for coal, which re ...
Friday, 23 November 18
INDONESIA'S REVENUES FROM MINERAL AND COAL INCREASE TO US$ 2.858 BILLION - ANTARA
Indonesia`s non-tax state revenues from the mineral and coal sub-sector reached Rp 41.77 trillion (approximately US$ 2.858 Billion) as of Nov 16, 2 ...
Thursday, 22 November 18
SHUT OUT OF CHINA, U.S. COAL EXPORTERS FIND FAVOUR IN INDIA, FOR NOW - REUTERS
U.S. coal exporters have effectively lost a promising market in China since the imposition of tariffs as part of the ongoing trade dispute, but so ...
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- Mercator Lines Limited - India
- Wilmar Investment Holdings
- Indian Oil Corporation Limited
- Riau Bara Harum - Indonesia
- Bhatia International Limited - India
- Toyota Tsusho Corporation, Japan
- Cement Manufacturers Association - India
- GN Power Mariveles Coal Plant, Philippines
- Asmin Koalindo Tuhup - Indonesia
- McConnell Dowell - Australia
- International Coal Ventures Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- Jaiprakash Power Ventures ltd
- Indo Tambangraya Megah - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Vizag Seaport Private Limited - India
- Gujarat Sidhee Cement - India
- Central Electricity Authority - India
- Edison Trading Spa - Italy
- TNB Fuel Sdn Bhd - Malaysia
- Chettinad Cement Corporation Ltd - India
- Bhushan Steel Limited - India
- Semirara Mining Corp, Philippines
- Krishnapatnam Port Company Ltd. - India
- Essar Steel Hazira Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Metalloyd Limited - United Kingdom
- Neyveli Lignite Corporation Ltd, - India
- Mjunction Services Limited - India
- Star Paper Mills Limited - India
- TeaM Sual Corporation - Philippines
- Salva Resources Pvt Ltd - India
- Energy Link Ltd, New Zealand
- Agrawal Coal Company - India
- Latin American Coal - Colombia
- Kumho Petrochemical, South Korea
- Indian Energy Exchange, India
- Energy Development Corp, Philippines
- Cigading International Bulk Terminal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- LBH Netherlands Bv - Netherlands
- San Jose City I Power Corp, Philippines
- Therma Luzon, Inc, Philippines
- Straits Asia Resources Limited - Singapore
- Kaltim Prima Coal - Indonesia
- Kartika Selabumi Mining - Indonesia
- Coalindo Energy - Indonesia
- Oldendorff Carriers - Singapore
- Holcim Trading Pte Ltd - Singapore
- Maheswari Brothers Coal Limited - India
- Bangladesh Power Developement Board
- AsiaOL BioFuels Corp., Philippines
- Jorong Barutama Greston.PT - Indonesia
- European Bulk Services B.V. - Netherlands
- Australian Coal Association
- Kalimantan Lumbung Energi - Indonesia
- Grasim Industreis Ltd - India
- Bharathi Cement Corporation - India
- Siam City Cement PLC, Thailand
- Meenaskhi Energy Private Limited - India
- Timah Investasi Mineral - Indoneisa
- Mintek Dendrill Indonesia
- Aditya Birla Group - India
- Trasteel International SA, Italy
- Kobexindo Tractors - Indoneisa
- Kepco SPC Power Corporation, Philippines
- White Energy Company Limited
- Kapuas Tunggal Persada - Indonesia
- New Zealand Coal & Carbon
- Bulk Trading Sa - Switzerland
- VISA Power Limited - India
- Posco Energy - South Korea
- Globalindo Alam Lestari - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Banpu Public Company Limited - Thailand
- Vijayanagar Sugar Pvt Ltd - India
- CNBM International Corporation - China
- Pendopo Energi Batubara - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Larsen & Toubro Limited - India
- Coal and Oil Company - UAE
- IEA Clean Coal Centre - UK
- Semirara Mining and Power Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Barasentosa Lestari - Indonesia
- ASAPP Information Group - India
- Thiess Contractors Indonesia
- Eastern Coal Council - USA
- Ministry of Mines - Canada
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Minerals Council of Australia
- Commonwealth Bank - Australia
- Madhucon Powers Ltd - India
- Chamber of Mines of South Africa
- PTC India Limited - India
- Dalmia Cement Bharat India
- Anglo American - United Kingdom
- Bhoruka Overseas - Indonesia
- GVK Power & Infra Limited - India
- Sinarmas Energy and Mining - Indonesia
- Renaissance Capital - South Africa
- Billiton Holdings Pty Ltd - Australia
- Australian Commodity Traders Exchange
- India Bulls Power Limited - India
- Xindia Steels Limited - India
- Carbofer General Trading SA - India
- The University of Queensland
- Central Java Power - Indonesia
- Merrill Lynch Commodities Europe
- Parliament of New Zealand
- SMC Global Power, Philippines
- Mercuria Energy - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Intertek Mineral Services - Indonesia
- Tata Chemicals Ltd - India
- Attock Cement Pakistan Limited
- Makarim & Taira - Indonesia
- SMG Consultants - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Lanco Infratech Ltd - India
- MS Steel International - UAE
- Bank of Tokyo Mitsubishi UFJ Ltd
- Binh Thuan Hamico - Vietnam
- Altura Mining Limited, Indonesia
- GAC Shipping (India) Pvt Ltd
- Petrochimia International Co. Ltd.- Taiwan
- Global Business Power Corporation, Philippines
- Tamil Nadu electricity Board
- The State Trading Corporation of India Ltd
- Manunggal Multi Energi - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Marubeni Corporation - India
- Karbindo Abesyapradhi - Indoneisa
- Directorate Of Revenue Intelligence - India
- Vedanta Resources Plc - India
- CIMB Investment Bank - Malaysia
- Coastal Gujarat Power Limited - India
- Sakthi Sugars Limited - India
- GMR Energy Limited - India
- Samtan Co., Ltd - South Korea
- PowerSource Philippines DevCo
- Eastern Energy - Thailand
- Jindal Steel & Power Ltd - India
- Siam City Cement - Thailand
- London Commodity Brokers - England
- Heidelberg Cement - Germany
- Bukit Baiduri Energy - Indonesia
- Sojitz Corporation - Japan
- Baramulti Group, Indonesia
- Rashtriya Ispat Nigam Limited - India
- Parry Sugars Refinery, India
- Deloitte Consulting - India
- Uttam Galva Steels Limited - India
- Orica Australia Pty. Ltd.
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Aboitiz Power Corporation - Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ministry of Transport, Egypt
- South Luzon Thermal Energy Corporation
- Bahari Cakrawala Sebuku - Indonesia
- Independent Power Producers Association of India
- Iligan Light & Power Inc, Philippines
- Indonesian Coal Mining Association
- Indika Energy - Indonesia
- Rio Tinto Coal - Australia
- ICICI Bank Limited - India
- Price Waterhouse Coopers - Russia
- Sical Logistics Limited - India
- Kideco Jaya Agung - Indonesia
- Ambuja Cements Ltd - India
- Petron Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- Videocon Industries ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Offshore Bulk Terminal Pte Ltd, Singapore
- The Treasury - Australian Government
- PNOC Exploration Corporation - Philippines
- Power Finance Corporation Ltd., India
- Medco Energi Mining Internasional
- Standard Chartered Bank - UAE
- Planning Commission, India
- Leighton Contractors Pty Ltd - Australia
- Ministry of Finance - Indonesia
- Thai Mozambique Logistica
- Port Waratah Coal Services - Australia
- Meralco Power Generation, Philippines
- OPG Power Generation Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Ind-Barath Power Infra Limited - India
- Electricity Authority, New Zealand
- Orica Mining Services - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Antam Resourcindo - Indonesia
- Karaikal Port Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Global Green Power PLC Corporation, Philippines
- Electricity Generating Authority of Thailand
- Savvy Resources Ltd - HongKong
- Georgia Ports Authority, United States
- Interocean Group of Companies - India
- Economic Council, Georgia
- Goldman Sachs - Singapore
- Indogreen Group - Indonesia
- Sree Jayajothi Cements Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Bukit Makmur.PT - Indonesia
- Borneo Indobara - Indonesia
- IHS Mccloskey Coal Group - USA
- Malabar Cements Ltd - India
- Formosa Plastics Group - Taiwan
- Singapore Mercantile Exchange
- Romanian Commodities Exchange
- Sindya Power Generating Company Private Ltd
- Wood Mackenzie - Singapore
- Simpson Spence & Young - Indonesia
- Africa Commodities Group - South Africa
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