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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, 21 November 18
SHIPPING MARKET INSIGHT - DIMITRIS KOURTESIS
Halfway through the fourth and last quarter of the year, we spot a significant change in freight rates for tankers trading dirty, as well as on the ...
Tuesday, 20 November 18
FREIGHT RATES IN THE CRUDE OIL MARKET HAVE ALREADY PICKED UP OVER THE PAST COUPLE OF WEEKS - YIANNIS VAMVAKAS
Current geopolitical developments between Iran and the US, which have led the latter to re-impose its sanctions, have significantly affected oil pr ...
Tuesday, 20 November 18
GOLDEN ENERGY AND RESOURCES LEADS A$249M BID FOR AUSTRALIA-LISTED STANMORE COAL - THE STRAITS TIMES
Singapore-listed Golden Energy and Resources (GEAR) is leading deals worth up to A$249 million (S$250 million) to acquire Australia-listed Stanmore ...
Monday, 19 November 18
INDONESIA'S LEADING EIGHT COAL MINER'S COAL MINING CONTRACTS ARE EXPECTED TO EXPIRE BETWEEN YEAR 2019 - 2025
The Ministry of Energy and Mineral Resources (ESDM) said, eight Coal Contract of Works (CCoW) will expected to expire between 2019 to 2026, Liputan ...
Monday, 19 November 18
SUPRAMAX: THE BSI CONTINUED TO FALL LAST WEEK, ESPECIALLY THE ASIAN ROUTES - BALTIC BRIEFING
Capesize
After a cut throat couple of weeks, the market finally appeared to have found a floor and rates ticked up. Those analysts that predict ...
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- Asmin Koalindo Tuhup - Indonesia
- Xindia Steels Limited - India
- Leighton Contractors Pty Ltd - Australia
- Port Waratah Coal Services - Australia
- Essar Steel Hazira Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- Mercator Lines Limited - India
- Parliament of New Zealand
- Mercuria Energy - Indonesia
- Eastern Energy - Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Grasim Industreis Ltd - India
- GAC Shipping (India) Pvt Ltd
- Anglo American - United Kingdom
- Kumho Petrochemical, South Korea
- Directorate General of MIneral and Coal - Indonesia
- Ambuja Cements Ltd - India
- Bayan Resources Tbk. - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sakthi Sugars Limited - India
- AsiaOL BioFuels Corp., Philippines
- Attock Cement Pakistan Limited
- Merrill Lynch Commodities Europe
- Karaikal Port Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- The State Trading Corporation of India Ltd
- Orica Australia Pty. Ltd.
- European Bulk Services B.V. - Netherlands
- Baramulti Group, Indonesia
- GMR Energy Limited - India
- Sical Logistics Limited - India
- IEA Clean Coal Centre - UK
- Australian Coal Association
- Alfred C Toepfer International GmbH - Germany
- Posco Energy - South Korea
- Meenaskhi Energy Private Limited - India
- SMG Consultants - Indonesia
- Riau Bara Harum - Indonesia
- Globalindo Alam Lestari - Indonesia
- Altura Mining Limited, Indonesia
- Power Finance Corporation Ltd., India
- Coalindo Energy - Indonesia
- Parry Sugars Refinery, India
- GVK Power & Infra Limited - India
- Kideco Jaya Agung - Indonesia
- Deloitte Consulting - India
- Electricity Generating Authority of Thailand
- Oldendorff Carriers - Singapore
- Bulk Trading Sa - Switzerland
- Jaiprakash Power Ventures ltd
- Bharathi Cement Corporation - India
- Carbofer General Trading SA - India
- Latin American Coal - Colombia
- Rio Tinto Coal - Australia
- Wilmar Investment Holdings
- Vijayanagar Sugar Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Toyota Tsusho Corporation, Japan
- Pipit Mutiara Jaya. PT, Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Dalmia Cement Bharat India
- Ind-Barath Power Infra Limited - India
- Energy Development Corp, Philippines
- Bukit Makmur.PT - Indonesia
- Indian Energy Exchange, India
- Makarim & Taira - Indonesia
- Binh Thuan Hamico - Vietnam
- Central Java Power - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Kapuas Tunggal Persada - Indonesia
- Barasentosa Lestari - Indonesia
- South Luzon Thermal Energy Corporation
- Central Electricity Authority - India
- Thai Mozambique Logistica
- Commonwealth Bank - Australia
- Price Waterhouse Coopers - Russia
- The Treasury - Australian Government
- London Commodity Brokers - England
- Orica Mining Services - Indonesia
- Salva Resources Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Therma Luzon, Inc, Philippines
- Singapore Mercantile Exchange
- Thiess Contractors Indonesia
- CIMB Investment Bank - Malaysia
- Malabar Cements Ltd - India
- Sree Jayajothi Cements Limited - India
- Medco Energi Mining Internasional
- Indogreen Group - Indonesia
- Kobexindo Tractors - Indoneisa
- Georgia Ports Authority, United States
- Intertek Mineral Services - Indonesia
- Lanco Infratech Ltd - India
- San Jose City I Power Corp, Philippines
- SMC Global Power, Philippines
- Kohat Cement Company Ltd. - Pakistan
- ICICI Bank Limited - India
- Sinarmas Energy and Mining - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Straits Asia Resources Limited - Singapore
- Bangladesh Power Developement Board
- Africa Commodities Group - South Africa
- TNB Fuel Sdn Bhd - Malaysia
- Sojitz Corporation - Japan
- Wood Mackenzie - Singapore
- Mjunction Services Limited - India
- The University of Queensland
- IHS Mccloskey Coal Group - USA
- Gujarat Sidhee Cement - India
- Australian Commodity Traders Exchange
- Timah Investasi Mineral - Indoneisa
- Rashtriya Ispat Nigam Limited - India
- SN Aboitiz Power Inc, Philippines
- Goldman Sachs - Singapore
- Siam City Cement - Thailand
- Krishnapatnam Port Company Ltd. - India
- Coal and Oil Company - UAE
- Videocon Industries ltd - India
- PowerSource Philippines DevCo
- Siam City Cement PLC, Thailand
- PNOC Exploration Corporation - Philippines
- Cigading International Bulk Terminal - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Ministry of Transport, Egypt
- CNBM International Corporation - China
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ministry of Finance - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- ASAPP Information Group - India
- Indian Oil Corporation Limited
- Petrochimia International Co. Ltd.- Taiwan
- Edison Trading Spa - Italy
- Global Business Power Corporation, Philippines
- Vizag Seaport Private Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Vedanta Resources Plc - India
- Bukit Baiduri Energy - Indonesia
- Sindya Power Generating Company Private Ltd
- Bukit Asam (Persero) Tbk - Indonesia
- Antam Resourcindo - Indonesia
- Electricity Authority, New Zealand
- PTC India Limited - India
- Agrawal Coal Company - India
- Jorong Barutama Greston.PT - Indonesia
- MS Steel International - UAE
- PetroVietnam Power Coal Import and Supply Company
- Formosa Plastics Group - Taiwan
- Tata Chemicals Ltd - India
- Planning Commission, India
- Tamil Nadu electricity Board
- Chamber of Mines of South Africa
- Maheswari Brothers Coal Limited - India
- Bhushan Steel Limited - India
- Sarangani Energy Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Bhatia International Limited - India
- TeaM Sual Corporation - Philippines
- Pendopo Energi Batubara - Indonesia
- Petron Corporation, Philippines
- Energy Link Ltd, New Zealand
- Star Paper Mills Limited - India
- Coastal Gujarat Power Limited - India
- Global Coal Blending Company Limited - Australia
- Manunggal Multi Energi - Indonesia
- Mintek Dendrill Indonesia
- Marubeni Corporation - India
- Kaltim Prima Coal - Indonesia
- McConnell Dowell - Australia
- Romanian Commodities Exchange
- Larsen & Toubro Limited - India
- Banpu Public Company Limited - Thailand
- Semirara Mining and Power Corporation, Philippines
- Standard Chartered Bank - UAE
- Trasteel International SA, Italy
- Indika Energy - Indonesia
- Independent Power Producers Association of India
- Aditya Birla Group - India
- Chettinad Cement Corporation Ltd - India
- International Coal Ventures Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- Renaissance Capital - South Africa
- VISA Power Limited - India
- Kartika Selabumi Mining - Indonesia
- White Energy Company Limited
- Indonesian Coal Mining Association
- Eastern Coal Council - USA
- Uttam Galva Steels Limited - India
- LBH Netherlands Bv - Netherlands
- Neyveli Lignite Corporation Ltd, - India
- Aboitiz Power Corporation - Philippines
- Savvy Resources Ltd - HongKong
- Madhucon Powers Ltd - India
- India Bulls Power Limited - India
- Global Green Power PLC Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Economic Council, Georgia
- Samtan Co., Ltd - South Korea
- Cement Manufacturers Association - India
- Minerals Council of Australia
- Iligan Light & Power Inc, Philippines
- Heidelberg Cement - Germany
- Ministry of Mines - Canada
- Borneo Indobara - Indonesia
- Meralco Power Generation, Philippines
- Semirara Mining Corp, Philippines
- OPG Power Generation Pvt Ltd - India
- Interocean Group of Companies - India
- Metalloyd Limited - United Kingdom
- New Zealand Coal & Carbon
- Bhoruka Overseas - Indonesia
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