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Tuesday, 26 April 16
NEWBUILDING DEMAND DOWN EVERYWHERE? - CLARKSONS
 Newbuild activity provides one indication of an owner country’s likely future fleet growth, though secondhand sale and purchase and demolition activity will also influence the size of an owner country’s fleet, said Clarksons in its latest weekly report.
Over the last decade, ship-owners’ fleet expansion plans have generally been fairly positive, and an annual average of 91.8m GT was ordered between 2005 and 2014. However, contracting slowed in 2015 with 70.2m GT contracted and new-build demand has been extremely limited in 2016 so far with only 1.6m GT reported ordered. In numerical terms the decline has been even more stark, as interest in the larger ship types supported the tonnage ordering total last year.
European Ordering Down
According to the world’s leading provider of integrated shipping service provider Clarksons, Greek owners accounted for the largest volume of orders placed 2005-14 with an average 14.0m GT ordered. In 2015, Greek owners pulled back from the new-build market, and with limited bulker contracting, Greek order volumes fell to 7.8m GT, 44% below the historical average 2005-14. Meanwhile, German owners ordered 68% less tonnage in 2015, 2.4m GT, compared to an average of 7.6m GT p.a. 2005-14, reflecting the overall decline in German ordering since the collapse of the KG finance system. Norwegian and Italian owners also accounted for relatively fewer new-build orders in GT terms and in 2015 ordering levels fell 30% and 50% below their 2005-14 averages with 2.8m GT and 1.6m GT contracted respectively. Clarksons further noted that, a depressed offshore market reduced Norwegian new-building activity while Italian ordering fell from volumes seen in recent years.
Asian Demand Still Firm?
Commenting on Asian demand, the world’s leading provider of integrated shipping service provider Clarksons says, one major ship-owning country did see ordering volumes increase in 2015. Japanese owners signed a reported 14.1m GT of orders compared to an average 12.8m GT contracted p.a. between 2005 and 2014. The majority of this tonnage (85%) was reportedly contracted domestically. Furthermore, Chinese owners saw a relatively limited 11% decline in ordering last year compared to the 2005-14 average (12.3m GT) with 11.0m GT placed. Ordering was largely state-backed and 51% of orders in GT terms were placed at state building groups CSSC and CSIC last year. Elsewhere, the volume of contracts placed by South Korean and Singaporean owners declined by 30% and 45% respectively in 2015 compared to the average 3.3m GT and 1.7m GT contracted p.a. 2005-14.
Exceptions To The Rule
According to 164 years old U.K based shipping broker, Nonetheless, although Japanese owners were relatively active last year, owners from most other major countries still saw ordering volumes decline. With reported contracting levels so weak in 2016 so far, and activity expected to remain limited, shipbuilders will be crying out for investors from more than one country to prove exceptions to the rule this year.
Source: Clarksons
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Wednesday, 01 July 20
COLOMBIA'S COAL EXPORT VOLUMES HAVE STEADILY DECLINED IN RECENT YEARS - BANCHERO COSTA
Colombia is the world’s fifth largest seaborne exporter of coal, coming after Australia, Indonesia, Russia and the USA.
Export ...
Wednesday, 01 July 20
MARKET INSIGHT - INTERMODAL
It was beginning of 2020 – close to 6 months from now – when we first experienced the huge impact of the COVID 19 outbreak on Ship Repa ...
Monday, 29 June 20
INDONESIAN COAL AT THE MERCY OF THE DRAGON AND TIGER - GHEE PEH | IEEFA
Coal sector analysts have been busy in recent months mapping the negative impact of low coal prices from the COVID-19 pandemic on Indonesian coal c ...
Monday, 29 June 20
FALLING DEMAND IN CHINA AND INDIA SIGNAL TOUGH TIMES AHEAD FOR INDONESIAN EXPORTS - GHEE PEH | EEFA
Assessing the Impact on Indonesian Coal Companies
The bad news for Indonesia’s coal companies is that they are likely to have ...
Monday, 29 June 20
INDIA COAL IMPORT OUTLOOK: WEAK DEMAND, IMPORT SUBSTITUTION, EXPECT 20% YOY DECLINE - GHEE PEH | IEEFA
For India, the coal demand indicators have clearly turned negative.
According to Argus Media, since the government declared a ...
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- Barasentosa Lestari - Indonesia
- ICICI Bank Limited - India
- Anglo American - United Kingdom
- Goldman Sachs - Singapore
- The University of Queensland
- Kohat Cement Company Ltd. - Pakistan
- Wilmar Investment Holdings
- Global Coal Blending Company Limited - Australia
- The Treasury - Australian Government
- Salva Resources Pvt Ltd - India
- Coalindo Energy - Indonesia
- GVK Power & Infra Limited - India
- PTC India Limited - India
- Sinarmas Energy and Mining - Indonesia
- Medco Energi Mining Internasional
- GMR Energy Limited - India
- Grasim Industreis Ltd - India
- Merrill Lynch Commodities Europe
- Iligan Light & Power Inc, Philippines
- Chamber of Mines of South Africa
- Miang Besar Coal Terminal - Indonesia
- Independent Power Producers Association of India
- Economic Council, Georgia
- Karaikal Port Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Renaissance Capital - South Africa
- Port Waratah Coal Services - Australia
- Timah Investasi Mineral - Indoneisa
- Ambuja Cements Ltd - India
- Singapore Mercantile Exchange
- TNB Fuel Sdn Bhd - Malaysia
- MS Steel International - UAE
- Carbofer General Trading SA - India
- Thiess Contractors Indonesia
- Kumho Petrochemical, South Korea
- Ministry of Mines - Canada
- AsiaOL BioFuels Corp., Philippines
- GAC Shipping (India) Pvt Ltd
- Petron Corporation, Philippines
- SMG Consultants - Indonesia
- Bharathi Cement Corporation - India
- Kaltim Prima Coal - Indonesia
- Globalindo Alam Lestari - Indonesia
- Borneo Indobara - Indonesia
- Interocean Group of Companies - India
- White Energy Company Limited
- Indo Tambangraya Megah - Indonesia
- Indonesian Coal Mining Association
- Siam City Cement - Thailand
- SN Aboitiz Power Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Deloitte Consulting - India
- Aboitiz Power Corporation - Philippines
- The State Trading Corporation of India Ltd
- Indika Energy - Indonesia
- Mintek Dendrill Indonesia
- Price Waterhouse Coopers - Russia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Trasteel International SA, Italy
- Vedanta Resources Plc - India
- LBH Netherlands Bv - Netherlands
- Rashtriya Ispat Nigam Limited - India
- IEA Clean Coal Centre - UK
- Romanian Commodities Exchange
- Leighton Contractors Pty Ltd - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Bukit Baiduri Energy - Indonesia
- Parliament of New Zealand
- Bayan Resources Tbk. - Indonesia
- Riau Bara Harum - Indonesia
- Wood Mackenzie - Singapore
- Karbindo Abesyapradhi - Indoneisa
- Kideco Jaya Agung - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Africa Commodities Group - South Africa
- Rio Tinto Coal - Australia
- Maheswari Brothers Coal Limited - India
- Ceylon Electricity Board - Sri Lanka
- Formosa Plastics Group - Taiwan
- Star Paper Mills Limited - India
- Commonwealth Bank - Australia
- Gujarat Mineral Development Corp Ltd - India
- Aditya Birla Group - India
- Electricity Generating Authority of Thailand
- TeaM Sual Corporation - Philippines
- Indian Energy Exchange, India
- Siam City Cement PLC, Thailand
- Heidelberg Cement - Germany
- Indogreen Group - Indonesia
- Jaiprakash Power Ventures ltd
- Standard Chartered Bank - UAE
- Mercuria Energy - Indonesia
- Global Business Power Corporation, Philippines
- McConnell Dowell - Australia
- Pendopo Energi Batubara - Indonesia
- Sree Jayajothi Cements Limited - India
- Samtan Co., Ltd - South Korea
- Sical Logistics Limited - India
- OPG Power Generation Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Lanco Infratech Ltd - India
- South Luzon Thermal Energy Corporation
- Neyveli Lignite Corporation Ltd, - India
- Marubeni Corporation - India
- CNBM International Corporation - China
- Planning Commission, India
- PNOC Exploration Corporation - Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Energy Link Ltd, New Zealand
- Semirara Mining Corp, Philippines
- Videocon Industries ltd - India
- Coal and Oil Company - UAE
- Orica Australia Pty. Ltd.
- Simpson Spence & Young - Indonesia
- Therma Luzon, Inc, Philippines
- Xindia Steels Limited - India
- Savvy Resources Ltd - HongKong
- Cement Manufacturers Association - India
- Energy Development Corp, Philippines
- SMC Global Power, Philippines
- Semirara Mining and Power Corporation, Philippines
- Bhoruka Overseas - Indonesia
- Orica Mining Services - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Vizag Seaport Private Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Metalloyd Limited - United Kingdom
- Antam Resourcindo - Indonesia
- VISA Power Limited - India
- Sojitz Corporation - Japan
- Central Java Power - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Jindal Steel & Power Ltd - India
- Straits Asia Resources Limited - Singapore
- Eastern Coal Council - USA
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Agrawal Coal Company - India
- Bhatia International Limited - India
- Binh Thuan Hamico - Vietnam
- Intertek Mineral Services - Indonesia
- Australian Commodity Traders Exchange
- Thai Mozambique Logistica
- New Zealand Coal & Carbon
- Directorate General of MIneral and Coal - Indonesia
- Uttam Galva Steels Limited - India
- Essar Steel Hazira Ltd - India
- Sindya Power Generating Company Private Ltd
- Parry Sugars Refinery, India
- PetroVietnam Power Coal Import and Supply Company
- Georgia Ports Authority, United States
- European Bulk Services B.V. - Netherlands
- Indian Oil Corporation Limited
- Australian Coal Association
- Altura Mining Limited, Indonesia
- Sarangani Energy Corporation, Philippines
- Mercator Lines Limited - India
- San Jose City I Power Corp, Philippines
- Minerals Council of Australia
- Billiton Holdings Pty Ltd - Australia
- Alfred C Toepfer International GmbH - Germany
- London Commodity Brokers - England
- Larsen & Toubro Limited - India
- ASAPP Information Group - India
- Mjunction Services Limited - India
- Ministry of Transport, Egypt
- International Coal Ventures Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Krishnapatnam Port Company Ltd. - India
- IHS Mccloskey Coal Group - USA
- Bahari Cakrawala Sebuku - Indonesia
- Coastal Gujarat Power Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Tata Chemicals Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Maharashtra Electricity Regulatory Commission - India
- Kepco SPC Power Corporation, Philippines
- Power Finance Corporation Ltd., India
- Bangladesh Power Developement Board
- Makarim & Taira - Indonesia
- Chettinad Cement Corporation Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Madhucon Powers Ltd - India
- Bulk Trading Sa - Switzerland
- Latin American Coal - Colombia
- GN Power Mariveles Coal Plant, Philippines
- Ind-Barath Power Infra Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Banpu Public Company Limited - Thailand
- Gujarat Electricity Regulatory Commission - India
- Sakthi Sugars Limited - India
- Electricity Authority, New Zealand
- Gujarat Sidhee Cement - India
- Attock Cement Pakistan Limited
- Baramulti Group, Indonesia
- Dalmia Cement Bharat India
- Meralco Power Generation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Meenaskhi Energy Private Limited - India
- Malabar Cements Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Bukit Makmur.PT - Indonesia
- Directorate Of Revenue Intelligence - India
- Petrochimia International Co. Ltd.- Taiwan
- PowerSource Philippines DevCo
- Bhushan Steel Limited - India
- India Bulls Power Limited - India
- Oldendorff Carriers - Singapore
- Tamil Nadu electricity Board
- Holcim Trading Pte Ltd - Singapore
- Edison Trading Spa - Italy
- Toyota Tsusho Corporation, Japan
- Posco Energy - South Korea
- Manunggal Multi Energi - Indonesia
- Ministry of Finance - Indonesia
- Central Electricity Authority - India
- Eastern Energy - Thailand
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