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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, 12 November 18
COAL BUSINESS REMAINS PROSPECTIVE - ANTARA
Coal business happened to be sluggish in the 2012-2015 period because coal prices in the world market fell sharply, but it has begun to crawl up si ...
Monday, 12 November 18
INDONESIA'S HBA ENDS DECLINE IN NOVEMBER
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down the benchmark price of Indonesian thermal ...
Wednesday, 07 November 18
SHIPPING MARKET INSIGHT - VASILIS MOIRIS
This has been another active week in the second-hand market for both the dry bulk and tanker sectors. Buying interest has recently increased, which ...
Monday, 05 November 18
TIGHTER FUEL RULES COULD RAISE SHIPOWNERS' COSTS AND CAPEX - FITCH RATINGS
More stringent fuel regulations regarding sulphur content could significantly increase global shipping companies’ operating costs and capex n ...
Friday, 02 November 18
COAL FETCHES 102% PREMIUM IN E-AUCTION, SURPASSING THE EARLIER HIGHEST OF 95% - FINANCIAL EXPRESS
Coal prices have received a premium of 102% in spot e-auction during September 2018, surpassing the earlier highest of 95% premium during the spot ...
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- GMR Energy Limited - India
- PTC India Limited - India
- Metalloyd Limited - United Kingdom
- Cigading International Bulk Terminal - Indonesia
- London Commodity Brokers - England
- TNB Fuel Sdn Bhd - Malaysia
- Cement Manufacturers Association - India
- SMG Consultants - Indonesia
- Central Java Power - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Pipit Mutiara Jaya. PT, Indonesia
- Electricity Generating Authority of Thailand
- IEA Clean Coal Centre - UK
- Georgia Ports Authority, United States
- Xindia Steels Limited - India
- Miang Besar Coal Terminal - Indonesia
- San Jose City I Power Corp, Philippines
- Ministry of Finance - Indonesia
- Interocean Group of Companies - India
- Attock Cement Pakistan Limited
- GAC Shipping (India) Pvt Ltd
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- The Treasury - Australian Government
- Indogreen Group - Indonesia
- Larsen & Toubro Limited - India
- Indian Energy Exchange, India
- LBH Netherlands Bv - Netherlands
- Agrawal Coal Company - India
- Mjunction Services Limited - India
- Bhatia International Limited - India
- Energy Development Corp, Philippines
- The University of Queensland
- Australian Coal Association
- Madhucon Powers Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Maheswari Brothers Coal Limited - India
- Makarim & Taira - Indonesia
- Global Business Power Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Altura Mining Limited, Indonesia
- Sinarmas Energy and Mining - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Rashtriya Ispat Nigam Limited - India
- India Bulls Power Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Indonesian Coal Mining Association
- Port Waratah Coal Services - Australia
- Global Coal Blending Company Limited - Australia
- Edison Trading Spa - Italy
- Thiess Contractors Indonesia
- Jindal Steel & Power Ltd - India
- Gujarat Sidhee Cement - India
- Bahari Cakrawala Sebuku - Indonesia
- Carbofer General Trading SA - India
- Leighton Contractors Pty Ltd - Australia
- Gujarat Electricity Regulatory Commission - India
- Goldman Sachs - Singapore
- Bayan Resources Tbk. - Indonesia
- Pendopo Energi Batubara - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ind-Barath Power Infra Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Grasim Industreis Ltd - India
- VISA Power Limited - India
- Coastal Gujarat Power Limited - India
- Singapore Mercantile Exchange
- Kalimantan Lumbung Energi - Indonesia
- Meralco Power Generation, Philippines
- Australian Commodity Traders Exchange
- Sakthi Sugars Limited - India
- Trasteel International SA, Italy
- Minerals Council of Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Therma Luzon, Inc, Philippines
- Bharathi Cement Corporation - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Dalmia Cement Bharat India
- Semirara Mining and Power Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Central Electricity Authority - India
- Aboitiz Power Corporation - Philippines
- Asmin Koalindo Tuhup - Indonesia
- Kartika Selabumi Mining - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- IHS Mccloskey Coal Group - USA
- Siam City Cement PLC, Thailand
- Eastern Coal Council - USA
- Electricity Authority, New Zealand
- Semirara Mining Corp, Philippines
- Malabar Cements Ltd - India
- Posco Energy - South Korea
- Riau Bara Harum - Indonesia
- Mercator Lines Limited - India
- Salva Resources Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- Bulk Trading Sa - Switzerland
- Merrill Lynch Commodities Europe
- Banpu Public Company Limited - Thailand
- McConnell Dowell - Australia
- Indian Oil Corporation Limited
- Kepco SPC Power Corporation, Philippines
- New Zealand Coal & Carbon
- Baramulti Group, Indonesia
- Eastern Energy - Thailand
- Parry Sugars Refinery, India
- Mintek Dendrill Indonesia
- Lanco Infratech Ltd - India
- Rio Tinto Coal - Australia
- Directorate Of Revenue Intelligence - India
- Parliament of New Zealand
- Wilmar Investment Holdings
- Price Waterhouse Coopers - Russia
- Barasentosa Lestari - Indonesia
- Karaikal Port Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Holcim Trading Pte Ltd - Singapore
- Kideco Jaya Agung - Indonesia
- Deloitte Consulting - India
- Sojitz Corporation - Japan
- Vijayanagar Sugar Pvt Ltd - India
- Coalindo Energy - Indonesia
- Formosa Plastics Group - Taiwan
- Latin American Coal - Colombia
- Global Green Power PLC Corporation, Philippines
- Economic Council, Georgia
- Bhushan Steel Limited - India
- Vedanta Resources Plc - India
- MS Steel International - UAE
- GVK Power & Infra Limited - India
- Videocon Industries ltd - India
- Kobexindo Tractors - Indoneisa
- Sree Jayajothi Cements Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Oldendorff Carriers - Singapore
- The State Trading Corporation of India Ltd
- Globalindo Alam Lestari - Indonesia
- European Bulk Services B.V. - Netherlands
- Kumho Petrochemical, South Korea
- Sindya Power Generating Company Private Ltd
- Maharashtra Electricity Regulatory Commission - India
- Africa Commodities Group - South Africa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Heidelberg Cement - Germany
- Wood Mackenzie - Singapore
- Savvy Resources Ltd - HongKong
- Siam City Cement - Thailand
- Commonwealth Bank - Australia
- Orica Australia Pty. Ltd.
- Standard Chartered Bank - UAE
- Bukit Baiduri Energy - Indonesia
- ASAPP Information Group - India
- Manunggal Multi Energi - Indonesia
- Bangladesh Power Developement Board
- Aditya Birla Group - India
- OPG Power Generation Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Coal and Oil Company - UAE
- Marubeni Corporation - India
- Toyota Tsusho Corporation, Japan
- Chettinad Cement Corporation Ltd - India
- SMC Global Power, Philippines
- Samtan Co., Ltd - South Korea
- Power Finance Corporation Ltd., India
- Chamber of Mines of South Africa
- Jaiprakash Power Ventures ltd
- White Energy Company Limited
- Ambuja Cements Ltd - India
- Borneo Indobara - Indonesia
- CNBM International Corporation - China
- Mercuria Energy - Indonesia
- Star Paper Mills Limited - India
- Antam Resourcindo - Indonesia
- Sical Logistics Limited - India
- Kaltim Prima Coal - Indonesia
- Uttam Galva Steels Limited - India
- Energy Link Ltd, New Zealand
- Neyveli Lignite Corporation Ltd, - India
- Iligan Light & Power Inc, Philippines
- Anglo American - United Kingdom
- Karbindo Abesyapradhi - Indoneisa
- CIMB Investment Bank - Malaysia
- Bhoruka Overseas - Indonesia
- Straits Asia Resources Limited - Singapore
- Independent Power Producers Association of India
- Jorong Barutama Greston.PT - Indonesia
- Medco Energi Mining Internasional
- Thai Mozambique Logistica
- Tamil Nadu electricity Board
- Meenaskhi Energy Private Limited - India
- Sarangani Energy Corporation, Philippines
- Ministry of Mines - Canada
- Kohat Cement Company Ltd. - Pakistan
- Intertek Mineral Services - Indonesia
- Simpson Spence & Young - Indonesia
- Petron Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- Tata Chemicals Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Indika Energy - Indonesia
- Renaissance Capital - South Africa
- SN Aboitiz Power Inc, Philippines
- Orica Mining Services - Indonesia
- Romanian Commodities Exchange
- PowerSource Philippines DevCo
- AsiaOL BioFuels Corp., Philippines
- South Luzon Thermal Energy Corporation
- Planning Commission, India
- Krishnapatnam Port Company Ltd. - India
- Essar Steel Hazira Ltd - India
- International Coal Ventures Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Binh Thuan Hamico - Vietnam
- ICICI Bank Limited - India
- TeaM Sual Corporation - Philippines
- Ministry of Transport, Egypt
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