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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, 24 October 18
CHINESE POWER PLANT STOCKPILES AT HIGHEST LEVEL SINCE 2015 - JEFFREY LANDSBERG
Chinese power plant coal stockpiles have climbed to approximately 83.3 million tons as of the middle of this month, said Jeffrey Landsberg in his e ...
Tuesday, 23 October 18
WILL THE U.S. COAL DECLINE CONTINUE? - FORBES
What’s Trump’s new coal proposal?
Adding to its controversial plan to leverage federal authority to keep retiring baselo ...
Monday, 22 October 18
CONTINUED HIGH LNG PRICES; TRADE WAR IMPACT LIMITED - FITCH RATINGS
Fitch Ratings expects sustained high spot liquefied natural gas (LNG) and contract prices over the next two quarters on limited investment in LNG e ...
Monday, 22 October 18
WINTER OIL MARKET OUTLOOK - OPEC
The oil market in the winter season is generally characterized by demand for diesel, particularly in the northern hemisphere, leaving product marke ...
Saturday, 20 October 18
PANAMAX: THE PACIFIC SAW A LARGE VOLUME OF FIXING, WITH INDONESIA AGAIN THE DRIVING FORCE - THE BALTIC BRIEFING
Capesize
A positive end to last week after a shaky start, with a Coaltrans taking participants out of the market early on and with rates slippi ...
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- Jaiprakash Power Ventures ltd
- Aboitiz Power Corporation - Philippines
- Indogreen Group - Indonesia
- Wood Mackenzie - Singapore
- Gujarat Mineral Development Corp Ltd - India
- Bukit Makmur.PT - Indonesia
- Semirara Mining and Power Corporation, Philippines
- SMC Global Power, Philippines
- Essar Steel Hazira Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Coastal Gujarat Power Limited - India
- Star Paper Mills Limited - India
- Grasim Industreis Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Antam Resourcindo - Indonesia
- Simpson Spence & Young - Indonesia
- Coalindo Energy - Indonesia
- Indika Energy - Indonesia
- Therma Luzon, Inc, Philippines
- International Coal Ventures Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- Commonwealth Bank - Australia
- Siam City Cement PLC, Thailand
- Independent Power Producers Association of India
- SN Aboitiz Power Inc, Philippines
- Medco Energi Mining Internasional
- Directorate General of MIneral and Coal - Indonesia
- Barasentosa Lestari - Indonesia
- Toyota Tsusho Corporation, Japan
- LBH Netherlands Bv - Netherlands
- Intertek Mineral Services - Indonesia
- Altura Mining Limited, Indonesia
- Sical Logistics Limited - India
- ICICI Bank Limited - India
- Semirara Mining Corp, Philippines
- Price Waterhouse Coopers - Russia
- Globalindo Alam Lestari - Indonesia
- Singapore Mercantile Exchange
- Billiton Holdings Pty Ltd - Australia
- VISA Power Limited - India
- Standard Chartered Bank - UAE
- Chettinad Cement Corporation Ltd - India
- Energy Development Corp, Philippines
- GAC Shipping (India) Pvt Ltd
- Videocon Industries ltd - India
- Indonesian Coal Mining Association
- Parliament of New Zealand
- Metalloyd Limited - United Kingdom
- Asia Pacific Energy Resources Ventures Inc, Philippines
- White Energy Company Limited
- Marubeni Corporation - India
- Baramulti Group, Indonesia
- Agrawal Coal Company - India
- Binh Thuan Hamico - Vietnam
- Sarangani Energy Corporation, Philippines
- The Treasury - Australian Government
- Attock Cement Pakistan Limited
- Jorong Barutama Greston.PT - Indonesia
- Siam City Cement - Thailand
- Electricity Generating Authority of Thailand
- Mercator Lines Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ministry of Mines - Canada
- Holcim Trading Pte Ltd - Singapore
- IHS Mccloskey Coal Group - USA
- Africa Commodities Group - South Africa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bukit Asam (Persero) Tbk - Indonesia
- Maheswari Brothers Coal Limited - India
- Lanco Infratech Ltd - India
- Xindia Steels Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Karaikal Port Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Borneo Indobara - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Riau Bara Harum - Indonesia
- Vizag Seaport Private Limited - India
- Mjunction Services Limited - India
- Global Green Power PLC Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Central Electricity Authority - India
- Heidelberg Cement - Germany
- Minerals Council of Australia
- Ambuja Cements Ltd - India
- Deloitte Consulting - India
- Vijayanagar Sugar Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- MS Steel International - UAE
- Australian Commodity Traders Exchange
- Directorate Of Revenue Intelligence - India
- Banpu Public Company Limited - Thailand
- Goldman Sachs - Singapore
- The State Trading Corporation of India Ltd
- Indian Oil Corporation Limited
- Jindal Steel & Power Ltd - India
- Bhoruka Overseas - Indonesia
- Port Waratah Coal Services - Australia
- Bhushan Steel Limited - India
- Trasteel International SA, Italy
- Central Java Power - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kartika Selabumi Mining - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Bulk Trading Sa - Switzerland
- Oldendorff Carriers - Singapore
- Bayan Resources Tbk. - Indonesia
- Georgia Ports Authority, United States
- Alfred C Toepfer International GmbH - Germany
- CNBM International Corporation - China
- Bharathi Cement Corporation - India
- Chamber of Mines of South Africa
- San Jose City I Power Corp, Philippines
- Sakthi Sugars Limited - India
- Timah Investasi Mineral - Indoneisa
- CIMB Investment Bank - Malaysia
- Pendopo Energi Batubara - Indonesia
- TeaM Sual Corporation - Philippines
- Kaltim Prima Coal - Indonesia
- Interocean Group of Companies - India
- PTC India Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- The University of Queensland
- Thiess Contractors Indonesia
- London Commodity Brokers - England
- Power Finance Corporation Ltd., India
- Kapuas Tunggal Persada - Indonesia
- Vedanta Resources Plc - India
- Bhatia International Limited - India
- Madhucon Powers Ltd - India
- Renaissance Capital - South Africa
- Sindya Power Generating Company Private Ltd
- Sojitz Corporation - Japan
- Cement Manufacturers Association - India
- Posco Energy - South Korea
- Tata Chemicals Ltd - India
- Malabar Cements Ltd - India
- Kideco Jaya Agung - Indonesia
- Global Business Power Corporation, Philippines
- McConnell Dowell - Australia
- Edison Trading Spa - Italy
- Rashtriya Ispat Nigam Limited - India
- Mintek Dendrill Indonesia
- Energy Link Ltd, New Zealand
- PetroVietnam Power Coal Import and Supply Company
- Latin American Coal - Colombia
- Anglo American - United Kingdom
- IEA Clean Coal Centre - UK
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- PNOC Exploration Corporation - Philippines
- India Bulls Power Limited - India
- Kobexindo Tractors - Indoneisa
- Ind-Barath Power Infra Limited - India
- Manunggal Multi Energi - Indonesia
- Makarim & Taira - Indonesia
- Aditya Birla Group - India
- Electricity Authority, New Zealand
- Economic Council, Georgia
- Eastern Coal Council - USA
- Straits Asia Resources Limited - Singapore
- Petron Corporation, Philippines
- Merrill Lynch Commodities Europe
- Petrochimia International Co. Ltd.- Taiwan
- Planning Commission, India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Orica Australia Pty. Ltd.
- Carbofer General Trading SA - India
- Larsen & Toubro Limited - India
- Cigading International Bulk Terminal - Indonesia
- Rio Tinto Coal - Australia
- Australian Coal Association
- Kepco SPC Power Corporation, Philippines
- Ministry of Finance - Indonesia
- OPG Power Generation Pvt Ltd - India
- Ministry of Transport, Egypt
- Ceylon Electricity Board - Sri Lanka
- Tamil Nadu electricity Board
- Krishnapatnam Port Company Ltd. - India
- Indo Tambangraya Megah - Indonesia
- Orica Mining Services - Indonesia
- Dalmia Cement Bharat India
- Bukit Baiduri Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Savvy Resources Ltd - HongKong
- Coal and Oil Company - UAE
- PowerSource Philippines DevCo
- Pipit Mutiara Jaya. PT, Indonesia
- Mercuria Energy - Indonesia
- GMR Energy Limited - India
- Gujarat Electricity Regulatory Commission - India
- Gujarat Sidhee Cement - India
- Kumho Petrochemical, South Korea
- Uttam Galva Steels Limited - India
- Bangladesh Power Developement Board
- Meenaskhi Energy Private Limited - India
- Formosa Plastics Group - Taiwan
- Sinarmas Energy and Mining - Indonesia
- Global Coal Blending Company Limited - Australia
- Asmin Koalindo Tuhup - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Romanian Commodities Exchange
- Parry Sugars Refinery, India
- Indian Energy Exchange, India
- Samtan Co., Ltd - South Korea
- ASAPP Information Group - India
- Thai Mozambique Logistica
- TNB Fuel Sdn Bhd - Malaysia
- European Bulk Services B.V. - Netherlands
- Eastern Energy - Thailand
- Meralco Power Generation, Philippines
- South Luzon Thermal Energy Corporation
- Wilmar Investment Holdings
- GVK Power & Infra Limited - India
- SMG Consultants - Indonesia
- New Zealand Coal & Carbon
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