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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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Tuesday, 16 October 18
A PRACTICAL OVERVIEW OF THE IMO 2020 SULPHUR CAP - CLYDE&CO
KNOWLEDGE TO ELEVATE
With less than eighteen months before Regulation 14.1.3 of Annex VI of the MARPOL Convention comes into effect, there are ...
Saturday, 13 October 18
SUPRAMAX: SIGNIFICANT ACTIVITY IN THE INDIAN OCEAN WAS EVIDENT AND RATES JUMPED - BALTIC BRIEFING
Capesize
A sharp reversal of fortunes for the big ships as the week closed after a depressed beginning. To start with drops were sudden, with t ...
Wednesday, 10 October 18
SHIPPING MARKET INSIGHT - ILIAS M. LALAOUNIS
During the end of last month the BHSI was hovering around 630 points, while the last observed sale on a 10-yr old Japanese Handy was the M/V Van Im ...
Monday, 08 October 18
INDONESIAN THERMAL COAL PRICE REFERENCE FELL 3.74% IN OCTOBER 2018
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down the benchmark price of Indonesian thermal ...
Monday, 08 October 18
KOMIPO INVITES BIDS FOR 520,000 TONS OF COLOMBIAN ORIGIN OF 5,700 NAR COAL
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued a tender for 520,000 MT of min. 5700 NAR coal of Colombian origin ...
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Showing 1591 to 1595 news of total 6871 |
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- Anglo American - United Kingdom
- SN Aboitiz Power Inc, Philippines
- McConnell Dowell - Australia
- Pendopo Energi Batubara - Indonesia
- Interocean Group of Companies - India
- Asmin Koalindo Tuhup - Indonesia
- Global Green Power PLC Corporation, Philippines
- Australian Coal Association
- Mjunction Services Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Bayan Resources Tbk. - Indonesia
- Iligan Light & Power Inc, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Borneo Indobara - Indonesia
- ICICI Bank Limited - India
- Eastern Energy - Thailand
- Globalindo Alam Lestari - Indonesia
- Directorate Of Revenue Intelligence - India
- Lanco Infratech Ltd - India
- Metalloyd Limited - United Kingdom
- Vizag Seaport Private Limited - India
- Chettinad Cement Corporation Ltd - India
- Wilmar Investment Holdings
- Ministry of Transport, Egypt
- Savvy Resources Ltd - HongKong
- Grasim Industreis Ltd - India
- Carbofer General Trading SA - India
- Kumho Petrochemical, South Korea
- Maharashtra Electricity Regulatory Commission - India
- Tamil Nadu electricity Board
- Bhushan Steel Limited - India
- Heidelberg Cement - Germany
- International Coal Ventures Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Sarangani Energy Corporation, Philippines
- Medco Energi Mining Internasional
- Merrill Lynch Commodities Europe
- Electricity Authority, New Zealand
- Electricity Generating Authority of Thailand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Meralco Power Generation, Philippines
- Toyota Tsusho Corporation, Japan
- Bharathi Cement Corporation - India
- VISA Power Limited - India
- South Luzon Thermal Energy Corporation
- Semirara Mining and Power Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- Deloitte Consulting - India
- The Treasury - Australian Government
- Kalimantan Lumbung Energi - Indonesia
- Xindia Steels Limited - India
- Cement Manufacturers Association - India
- TeaM Sual Corporation - Philippines
- Jindal Steel & Power Ltd - India
- Port Waratah Coal Services - Australia
- Timah Investasi Mineral - Indoneisa
- Bukit Makmur.PT - Indonesia
- Central Java Power - Indonesia
- PNOC Exploration Corporation - Philippines
- Indian Oil Corporation Limited
- Global Coal Blending Company Limited - Australia
- Salva Resources Pvt Ltd - India
- Indika Energy - Indonesia
- Videocon Industries ltd - India
- European Bulk Services B.V. - Netherlands
- Central Electricity Authority - India
- Sree Jayajothi Cements Limited - India
- Indonesian Coal Mining Association
- GVK Power & Infra Limited - India
- MS Steel International - UAE
- Orica Mining Services - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Ministry of Mines - Canada
- Holcim Trading Pte Ltd - Singapore
- Altura Mining Limited, Indonesia
- Kobexindo Tractors - Indoneisa
- Baramulti Group, Indonesia
- Ind-Barath Power Infra Limited - India
- Makarim & Taira - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Oldendorff Carriers - Singapore
- Maheswari Brothers Coal Limited - India
- Agrawal Coal Company - India
- London Commodity Brokers - England
- Minerals Council of Australia
- IEA Clean Coal Centre - UK
- Billiton Holdings Pty Ltd - Australia
- Kohat Cement Company Ltd. - Pakistan
- Indo Tambangraya Megah - Indonesia
- Coalindo Energy - Indonesia
- Wood Mackenzie - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Standard Chartered Bank - UAE
- Mercuria Energy - Indonesia
- Indian Energy Exchange, India
- Indogreen Group - Indonesia
- Australian Commodity Traders Exchange
- Parry Sugars Refinery, India
- Singapore Mercantile Exchange
- Simpson Spence & Young - Indonesia
- Binh Thuan Hamico - Vietnam
- Jorong Barutama Greston.PT - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Kideco Jaya Agung - Indonesia
- Vedanta Resources Plc - India
- Kaltim Prima Coal - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Edison Trading Spa - Italy
- Siam City Cement PLC, Thailand
- Madhucon Powers Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Semirara Mining Corp, Philippines
- Straits Asia Resources Limited - Singapore
- Offshore Bulk Terminal Pte Ltd, Singapore
- Banpu Public Company Limited - Thailand
- Price Waterhouse Coopers - Russia
- Global Business Power Corporation, Philippines
- Antam Resourcindo - Indonesia
- Energy Development Corp, Philippines
- Intertek Mineral Services - Indonesia
- CIMB Investment Bank - Malaysia
- Romanian Commodities Exchange
- Manunggal Multi Energi - Indonesia
- CNBM International Corporation - China
- ASAPP Information Group - India
- Rashtriya Ispat Nigam Limited - India
- Latin American Coal - Colombia
- Karbindo Abesyapradhi - Indoneisa
- Cigading International Bulk Terminal - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- PowerSource Philippines DevCo
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ministry of Finance - Indonesia
- White Energy Company Limited
- Eastern Coal Council - USA
- Bangladesh Power Developement Board
- New Zealand Coal & Carbon
- Bhoruka Overseas - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Kepco SPC Power Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- The University of Queensland
- Therma Luzon, Inc, Philippines
- Bhatia International Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Africa Commodities Group - South Africa
- Coal and Oil Company - UAE
- Thiess Contractors Indonesia
- LBH Netherlands Bv - Netherlands
- Sakthi Sugars Limited - India
- Uttam Galva Steels Limited - India
- Karaikal Port Pvt Ltd - India
- The State Trading Corporation of India Ltd
- Tata Chemicals Ltd - India
- Jaiprakash Power Ventures ltd
- Goldman Sachs - Singapore
- Ceylon Electricity Board - Sri Lanka
- Malabar Cements Ltd - India
- Star Paper Mills Limited - India
- Renaissance Capital - South Africa
- Dalmia Cement Bharat India
- Bulk Trading Sa - Switzerland
- Coastal Gujarat Power Limited - India
- Posco Energy - South Korea
- Sojitz Corporation - Japan
- Bukit Asam (Persero) Tbk - Indonesia
- Economic Council, Georgia
- Samtan Co., Ltd - South Korea
- OPG Power Generation Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Kartika Selabumi Mining - Indonesia
- Riau Bara Harum - Indonesia
- Petron Corporation, Philippines
- Rio Tinto Coal - Australia
- Aboitiz Power Corporation - Philippines
- GAC Shipping (India) Pvt Ltd
- Pipit Mutiara Jaya. PT, Indonesia
- Planning Commission, India
- Sical Logistics Limited - India
- SMG Consultants - Indonesia
- PTC India Limited - India
- SMC Global Power, Philippines
- Marubeni Corporation - India
- Independent Power Producers Association of India
- Energy Link Ltd, New Zealand
- Meenaskhi Energy Private Limited - India
- Georgia Ports Authority, United States
- Siam City Cement - Thailand
- Attock Cement Pakistan Limited
- Mintek Dendrill Indonesia
- Commonwealth Bank - Australia
- Barasentosa Lestari - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- GMR Energy Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- India Bulls Power Limited - India
- Krishnapatnam Port Company Ltd. - India
- Chamber of Mines of South Africa
- Orica Australia Pty. Ltd.
- Power Finance Corporation Ltd., India
- IHS Mccloskey Coal Group - USA
- Ambuja Cements Ltd - India
- Aditya Birla Group - India
- Gujarat Sidhee Cement - India
- Larsen & Toubro Limited - India
- Gujarat Electricity Regulatory Commission - India
- San Jose City I Power Corp, Philippines
- Trasteel International SA, Italy
- Sindya Power Generating Company Private Ltd
- Directorate General of MIneral and Coal - Indonesia
- Thai Mozambique Logistica
- Formosa Plastics Group - Taiwan
- Parliament of New Zealand
- Mercator Lines Limited - India
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