China-Australia tiff to hit dry bulk demand
The Chinese government has prohibited the import of Australian coal, which will be detrimental for dry bulk vessels as Chinese importers will shift from Australia to Indonesia and Mongolia, resulting in a decline in average haulage length and a loss in shipping demand.06 Aug 2020: Coking coal’s rail ticket to hit Panamax demand post 2025
Increasing penetration of renewables in the energy mix has already created a bearish outlook for non-coking coal trade, but completion of the rail network between Mongolia and China in 2021 threatens to bring the coking coal trade between Australia and China to a screeching halt in the long term.21 May 2020: Guinea set to supply iron ore from 2026
Development of the Simandou blocks in Guinea will not only increase the country’s iron ore exports but will also prompt Chinese importers to shift some iron ore imports away from Australia to Guinea, which will add to dry bulk shipping demand.
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