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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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Friday, 02 November 18
CHINA: COAL CONSUMPTION POSTS STRONG GROWTH ON BACK OF POWER GENERATION DEMAND - CHINA DAILY
China’s energy consumption experienced continuous rebound during the first three quarters in 2018, National Energy Administration announced o ...
Thursday, 01 November 18
IMO 2020 - EXPLORING THE OPTION OF SOX SCRUBBERS - SIDDHARTH MAHAJAN, GARD
KNOWLEDGE TO ELEVATE
There are four possible methods of compliance:
1.use VLSFO (very low Sulphur oil) or blends;
2,use dis ...
Wednesday, 31 October 18
INDIA: COAL IMPORTS SURGE ON DOMESTIC SHORT SUPPLY - HINDU
Shortage of thermal coal supply in India has pushed imports up to 85 million tonnes (mt) in the first half of the current fiscal compared to 75 mt ...
Wednesday, 31 October 18
SHIPPING MARKET INSIGHT - APOSTOLOS ROMPOPOULOS
Since the IMO’s 2020 global cap on sulphur in marine fuels is coming into force, ship-owners have to decide whether they will operate using e ...
Monday, 29 October 18
IMPLEMENTATION OF SULPHUR 2020 LIMIT - CARRIAGE BAN ADOPTED - IMO
An amendment to support consistent implementation of the forthcoming 0.50% limit on sulphur in ships fuel oil was adopted by the International Mari ...
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- Indo Tambangraya Megah - Indonesia
- Coal and Oil Company - UAE
- Rashtriya Ispat Nigam Limited - India
- Jorong Barutama Greston.PT - Indonesia
- San Jose City I Power Corp, Philippines
- Tamil Nadu electricity Board
- Videocon Industries ltd - India
- Banpu Public Company Limited - Thailand
- Port Waratah Coal Services - Australia
- Ministry of Transport, Egypt
- Sarangani Energy Corporation, Philippines
- Australian Commodity Traders Exchange
- Aditya Birla Group - India
- The University of Queensland
- Bayan Resources Tbk. - Indonesia
- Indian Energy Exchange, India
- Mintek Dendrill Indonesia
- Timah Investasi Mineral - Indoneisa
- ICICI Bank Limited - India
- Kobexindo Tractors - Indoneisa
- Heidelberg Cement - Germany
- Binh Thuan Hamico - Vietnam
- Orica Mining Services - Indonesia
- Singapore Mercantile Exchange
- Power Finance Corporation Ltd., India
- Independent Power Producers Association of India
- Eastern Coal Council - USA
- Bukit Makmur.PT - Indonesia
- Indonesian Coal Mining Association
- McConnell Dowell - Australia
- Georgia Ports Authority, United States
- Wood Mackenzie - Singapore
- Chettinad Cement Corporation Ltd - India
- Price Waterhouse Coopers - Russia
- Ambuja Cements Ltd - India
- Oldendorff Carriers - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Thiess Contractors Indonesia
- Straits Asia Resources Limited - Singapore
- Minerals Council of Australia
- Salva Resources Pvt Ltd - India
- Anglo American - United Kingdom
- Kideco Jaya Agung - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bhushan Steel Limited - India
- GAC Shipping (India) Pvt Ltd
- Wilmar Investment Holdings
- Barasentosa Lestari - Indonesia
- Indian Oil Corporation Limited
- Coalindo Energy - Indonesia
- Central Electricity Authority - India
- Toyota Tsusho Corporation, Japan
- Billiton Holdings Pty Ltd - Australia
- Bhoruka Overseas - Indonesia
- Central Java Power - Indonesia
- Edison Trading Spa - Italy
- Mercator Lines Limited - India
- Alfred C Toepfer International GmbH - Germany
- Karbindo Abesyapradhi - Indoneisa
- Mjunction Services Limited - India
- IEA Clean Coal Centre - UK
- Lanco Infratech Ltd - India
- TeaM Sual Corporation - Philippines
- Indika Energy - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Coastal Gujarat Power Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Meralco Power Generation, Philippines
- Siam City Cement - Thailand
- PNOC Exploration Corporation - Philippines
- Medco Energi Mining Internasional
- Goldman Sachs - Singapore
- Mercuria Energy - Indonesia
- Bhatia International Limited - India
- Posco Energy - South Korea
- PetroVietnam Power Coal Import and Supply Company
- Vedanta Resources Plc - India
- Sical Logistics Limited - India
- Interocean Group of Companies - India
- India Bulls Power Limited - India
- LBH Netherlands Bv - Netherlands
- Savvy Resources Ltd - HongKong
- Kepco SPC Power Corporation, Philippines
- Africa Commodities Group - South Africa
- Parry Sugars Refinery, India
- Sojitz Corporation - Japan
- Gujarat Electricity Regulatory Commission - India
- Jaiprakash Power Ventures ltd
- Manunggal Multi Energi - Indonesia
- Ind-Barath Power Infra Limited - India
- Tata Chemicals Ltd - India
- Meenaskhi Energy Private Limited - India
- SMG Consultants - Indonesia
- Miang Besar Coal Terminal - Indonesia
- ASAPP Information Group - India
- Maheswari Brothers Coal Limited - India
- Marubeni Corporation - India
- Rio Tinto Coal - Australia
- CNBM International Corporation - China
- Romanian Commodities Exchange
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sindya Power Generating Company Private Ltd
- Latin American Coal - Colombia
- GVK Power & Infra Limited - India
- Star Paper Mills Limited - India
- Australian Coal Association
- Kumho Petrochemical, South Korea
- White Energy Company Limited
- South Luzon Thermal Energy Corporation
- Altura Mining Limited, Indonesia
- Eastern Energy - Thailand
- Energy Development Corp, Philippines
- Orica Australia Pty. Ltd.
- Kaltim Prima Coal - Indonesia
- London Commodity Brokers - England
- Semirara Mining and Power Corporation, Philippines
- Ministry of Mines - Canada
- Bukit Baiduri Energy - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Chamber of Mines of South Africa
- Gujarat Sidhee Cement - India
- Bangladesh Power Developement Board
- Metalloyd Limited - United Kingdom
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- CIMB Investment Bank - Malaysia
- Grasim Industreis Ltd - India
- IHS Mccloskey Coal Group - USA
- Thai Mozambique Logistica
- Uttam Galva Steels Limited - India
- OPG Power Generation Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- The State Trading Corporation of India Ltd
- Deloitte Consulting - India
- International Coal Ventures Pvt Ltd - India
- The Treasury - Australian Government
- Semirara Mining Corp, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Directorate Of Revenue Intelligence - India
- Aboitiz Power Corporation - Philippines
- Malabar Cements Ltd - India
- Larsen & Toubro Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Electricity Generating Authority of Thailand
- Pendopo Energi Batubara - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bulk Trading Sa - Switzerland
- Kapuas Tunggal Persada - Indonesia
- PTC India Limited - India
- Global Business Power Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- MS Steel International - UAE
- Commonwealth Bank - Australia
- European Bulk Services B.V. - Netherlands
- New Zealand Coal & Carbon
- Formosa Plastics Group - Taiwan
- Intertek Mineral Services - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Xindia Steels Limited - India
- Dalmia Cement Bharat India
- Standard Chartered Bank - UAE
- Siam City Cement PLC, Thailand
- SMC Global Power, Philippines
- Economic Council, Georgia
- Planning Commission, India
- TNB Fuel Sdn Bhd - Malaysia
- Kartika Selabumi Mining - Indonesia
- Makarim & Taira - Indonesia
- Indogreen Group - Indonesia
- Carbofer General Trading SA - India
- Trasteel International SA, Italy
- Cigading International Bulk Terminal - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Maharashtra Electricity Regulatory Commission - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ministry of Finance - Indonesia
- Bharathi Cement Corporation - India
- Cement Manufacturers Association - India
- Attock Cement Pakistan Limited
- Parliament of New Zealand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Karaikal Port Pvt Ltd - India
- Agrawal Coal Company - India
- Neyveli Lignite Corporation Ltd, - India
- SN Aboitiz Power Inc, Philippines
- Riau Bara Harum - Indonesia
- Samtan Co., Ltd - South Korea
- Energy Link Ltd, New Zealand
- Merrill Lynch Commodities Europe
- PowerSource Philippines DevCo
- Global Coal Blending Company Limited - Australia
- Globalindo Alam Lestari - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Simpson Spence & Young - Indonesia
- Antam Resourcindo - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Baramulti Group, Indonesia
- Sree Jayajothi Cements Limited - India
- Leighton Contractors Pty Ltd - Australia
- Electricity Authority, New Zealand
- Vizag Seaport Private Limited - India
- GMR Energy Limited - India
- Therma Luzon, Inc, Philippines
- Madhucon Powers Ltd - India
- Sakthi Sugars Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Borneo Indobara - Indonesia
- Iligan Light & Power Inc, Philippines
- Renaissance Capital - South Africa
- Petron Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Jindal Steel & Power Ltd - India
- VISA Power Limited - India
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