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Tuesday, 24 March 20
MARKET ANALYSIS - ALLIED
As countries around the world struggle to take back control of the ongoing COVID-19 pandemic the global economy shuts down bit by bit, leaving only the mere essentials still in operation across some of the world’s biggest economies. Most stock markets have seen their steepest decline (comparable to the time frame) witnessed since world war II, while at this rate and trend it would take less than a month for us to mark similar accumulated losses to those summed up in 400 days during the financial crash of 2008. This has not been limited to just the stock markets, with almost all major commodities having seen a sharp decline, even safe haven ones such as gold, said George Lazaridis, Head of Research & Valuations of Allied Ship Brokers in his laest weekly report.
According to George Lazaridis, all market models and predictions are thrown out the window while some of the biggest investment houses have already made a global recession their base case scenario and we are still in the midst of the “storm”. A contraction of about 1% in the world economy is now expected for this year, a decline which if materialized would be bigger than what was witnessed in 2009 during the financial crisis, while depending on how things transpire even this figure may prove to be a gross underestimate. Some industries are going to inevitably be hit worse than others (aviation, tourism etc.), while through this turmoil a large number of companies are likely to buckle and default under the strain.
George Lazaridis, Head of Research & Valuations of Allied Ship Brokers further noted that, this situation is surely not to last forever, yet it now looks more and more likely that a much more significant portion of the “lost” demand from the quarantine crisis period will remain lost and unlikely to be recuperated down the line. This pandemic is already taking both a considerable human and economic toll in a mere12 weeks from its first reported case. Going beyond the mere restrictive measures taken on by governments which are struggling to contain the spread, business are likely to come face to face with a longer-term linger hit from the sharp drop in consumer confidence. Insecurity is now ruling the markets and as such more and more will seek to hold on to their cash so as to boost the best way they can their longer-term financial security. We have seen numerous commitments and measures been taken up by governments and international institutions over the past few weeks in an effort to contain the economic fallout from all of this, yet it now seems that all these measures may prove to be insufficient, while in cases such as the $2tn US stimulus deal have been temporarily been left “dead in the water”. With the number of cases and deaths still rising at an exponential rate (many countries are seeing a doubling of cases every 2 to 3 days), this crisis is still not seeing an end in close sight. The longer it lasts the bigger the scar left behind will be.
Our outlook continues to “mutate” as time passes but for the time being we continue to expect an ever bigger upside jump in economic activity (the expectation still holds that the magnitude of the recovery is linked to that of the drop) once the crises period is over said George Lazaridis. This however is largely dependent on the duration of this crisis, as the longer it lasts the more dampening effect it will have on any possible economic recovery down the line. What’s more is that there is still fear of an “encore” event taking place in early Autumn, placing ever more weight on the need for an exit strategy from this crises, whether that be a vaccine, improved treatment or better protection measures for people. For the time it seems that all we can do is try to weather it out the best way we can, with proper responsibility towards the health risks involved for us, our families and society as a whole, while always keeping fully in mind the seriousness of the situation at hand. We hope all our readers stay safe and healthy, he concluded.
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Saturday, 09 May 20
ANGLO AMERICAN CONSIDERS SPINNING OFF SOUTH AFRICAN COAL OPERATIONS - REUTERS
Diversified miner Anglo American said on Thursday it prefers unbundling and listing its thermal coal operations in South Africa on the Johannesburg ...
Friday, 08 May 20
THE COLLAPSE OF THE OIL AND BUNKER FUEL MARKETS IN EARLY 2020 - PETER SAND
The sulphur regulation from the International Maritime Organization (IMO) that came into force on 1 January 2020 took the centre stage in the shipp ...
Friday, 08 May 20
LNG DEMAND FACED SEVERAL HEADWINDS IN THE FIRST QUARTER OF 2020 - GASLOG
LNG demand faced several headwinds in the first quarter of 2020 including a warmer than average winter in the northern hemisphere, high inventory l ...
Thursday, 07 May 20
IEEFA UPDATE: THE OUTLOOK FOR THERMAL COAL IN SOUTHEAST ASIA AND SOUTH ASIA
Seven headwinds are building to sustained growth in coal in Asia
The medium term outlook for thermal coal in Southeast Asia is posit ...
Thursday, 07 May 20
IMO 2020: BUNKER CLAIMS HANDLING GUIDE FOR A NEW DECADE - THE STANDARD CLUB
KNOWLEDGE TO ELEVATE
IMO 2020 is the term generally used to describe the following regulations under Annex VI of the International Convention ...
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- Petrochimia International Co. Ltd.- Taiwan
- Toyota Tsusho Corporation, Japan
- Straits Asia Resources Limited - Singapore
- Singapore Mercantile Exchange
- Krishnapatnam Port Company Ltd. - India
- Orica Australia Pty. Ltd.
- Jorong Barutama Greston.PT - Indonesia
- Baramulti Group, Indonesia
- Ind-Barath Power Infra Limited - India
- Coal and Oil Company - UAE
- CNBM International Corporation - China
- Neyveli Lignite Corporation Ltd, - India
- Kepco SPC Power Corporation, Philippines
- Madhucon Powers Ltd - India
- IEA Clean Coal Centre - UK
- Bharathi Cement Corporation - India
- The Treasury - Australian Government
- Tamil Nadu electricity Board
- Sree Jayajothi Cements Limited - India
- AsiaOL BioFuels Corp., Philippines
- Indika Energy - Indonesia
- Indonesian Coal Mining Association
- Siam City Cement - Thailand
- Deloitte Consulting - India
- Antam Resourcindo - Indonesia
- Vizag Seaport Private Limited - India
- Electricity Authority, New Zealand
- New Zealand Coal & Carbon
- The State Trading Corporation of India Ltd
- Maheswari Brothers Coal Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Formosa Plastics Group - Taiwan
- Cigading International Bulk Terminal - Indonesia
- Jindal Steel & Power Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Global Coal Blending Company Limited - Australia
- Chettinad Cement Corporation Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sinarmas Energy and Mining - Indonesia
- Bhushan Steel Limited - India
- OPG Power Generation Pvt Ltd - India
- Orica Mining Services - Indonesia
- PTC India Limited - India
- White Energy Company Limited
- Meenaskhi Energy Private Limited - India
- Gujarat Electricity Regulatory Commission - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Tata Chemicals Ltd - India
- Barasentosa Lestari - Indonesia
- Vedanta Resources Plc - India
- CIMB Investment Bank - Malaysia
- SMG Consultants - Indonesia
- Star Paper Mills Limited - India
- Power Finance Corporation Ltd., India
- Carbofer General Trading SA - India
- SN Aboitiz Power Inc, Philippines
- Energy Link Ltd, New Zealand
- Malabar Cements Ltd - India
- Bulk Trading Sa - Switzerland
- Central Electricity Authority - India
- Rashtriya Ispat Nigam Limited - India
- Romanian Commodities Exchange
- Dalmia Cement Bharat India
- Indogreen Group - Indonesia
- Videocon Industries ltd - India
- Globalindo Alam Lestari - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Semirara Mining Corp, Philippines
- Samtan Co., Ltd - South Korea
- Chamber of Mines of South Africa
- Kaltim Prima Coal - Indonesia
- Makarim & Taira - Indonesia
- Australian Commodity Traders Exchange
- Ministry of Mines - Canada
- Pipit Mutiara Jaya. PT, Indonesia
- Renaissance Capital - South Africa
- Bukit Baiduri Energy - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- MS Steel International - UAE
- Kalimantan Lumbung Energi - Indonesia
- Merrill Lynch Commodities Europe
- Eastern Energy - Thailand
- Ministry of Transport, Egypt
- Essar Steel Hazira Ltd - India
- Binh Thuan Hamico - Vietnam
- Bahari Cakrawala Sebuku - Indonesia
- Directorate Of Revenue Intelligence - India
- Mercuria Energy - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Bhoruka Overseas - Indonesia
- Mintek Dendrill Indonesia
- Bangladesh Power Developement Board
- Georgia Ports Authority, United States
- Indian Oil Corporation Limited
- TeaM Sual Corporation - Philippines
- Parliament of New Zealand
- Port Waratah Coal Services - Australia
- Sical Logistics Limited - India
- Attock Cement Pakistan Limited
- Thiess Contractors Indonesia
- Kartika Selabumi Mining - Indonesia
- Global Business Power Corporation, Philippines
- Economic Council, Georgia
- Parry Sugars Refinery, India
- Goldman Sachs - Singapore
- Global Green Power PLC Corporation, Philippines
- Coalindo Energy - Indonesia
- South Luzon Thermal Energy Corporation
- Wilmar Investment Holdings
- Intertek Mineral Services - Indonesia
- Ministry of Finance - Indonesia
- Sojitz Corporation - Japan
- Xindia Steels Limited - India
- Price Waterhouse Coopers - Russia
- The University of Queensland
- Australian Coal Association
- Mercator Lines Limited - India
- PowerSource Philippines DevCo
- Coastal Gujarat Power Limited - India
- Kapuas Tunggal Persada - Indonesia
- LBH Netherlands Bv - Netherlands
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Grasim Industreis Ltd - India
- Independent Power Producers Association of India
- Trasteel International SA, Italy
- Petron Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- GN Power Mariveles Coal Plant, Philippines
- Iligan Light & Power Inc, Philippines
- Kumho Petrochemical, South Korea
- PNOC Exploration Corporation - Philippines
- GAC Shipping (India) Pvt Ltd
- Mjunction Services Limited - India
- Ceylon Electricity Board - Sri Lanka
- Bayan Resources Tbk. - Indonesia
- Indian Energy Exchange, India
- Pendopo Energi Batubara - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Wood Mackenzie - Singapore
- Ambuja Cements Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Eastern Coal Council - USA
- GMR Energy Limited - India
- Africa Commodities Group - South Africa
- Semirara Mining and Power Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Larsen & Toubro Limited - India
- Aboitiz Power Corporation - Philippines
- Billiton Holdings Pty Ltd - Australia
- Miang Besar Coal Terminal - Indonesia
- Meralco Power Generation, Philippines
- Posco Energy - South Korea
- Borneo Indobara - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Cement Manufacturers Association - India
- Oldendorff Carriers - Singapore
- San Jose City I Power Corp, Philippines
- Holcim Trading Pte Ltd - Singapore
- Karaikal Port Pvt Ltd - India
- Electricity Generating Authority of Thailand
- India Bulls Power Limited - India
- Manunggal Multi Energi - Indonesia
- Medco Energi Mining Internasional
- Standard Chartered Bank - UAE
- Minerals Council of Australia
- Indo Tambangraya Megah - Indonesia
- McConnell Dowell - Australia
- GVK Power & Infra Limited - India
- SMC Global Power, Philippines
- Sakthi Sugars Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Aditya Birla Group - India
- VISA Power Limited - India
- Altura Mining Limited, Indonesia
- Heidelberg Cement - Germany
- Salva Resources Pvt Ltd - India
- Planning Commission, India
- Sarangani Energy Corporation, Philippines
- Rio Tinto Coal - Australia
- London Commodity Brokers - England
- Kideco Jaya Agung - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Commonwealth Bank - Australia
- ASAPP Information Group - India
- Savvy Resources Ltd - HongKong
- Bukit Makmur.PT - Indonesia
- Timah Investasi Mineral - Indoneisa
- IHS Mccloskey Coal Group - USA
- International Coal Ventures Pvt Ltd - India
- Marubeni Corporation - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- Directorate General of MIneral and Coal - Indonesia
- Latin American Coal - Colombia
- Siam City Cement PLC, Thailand
- Therma Luzon, Inc, Philippines
- Energy Development Corp, Philippines
- Sindya Power Generating Company Private Ltd
- Karbindo Abesyapradhi - Indoneisa
- Simpson Spence & Young - Indonesia
- Agrawal Coal Company - India
- Central Java Power - Indonesia
- Bhatia International Limited - India
- Interocean Group of Companies - India
- Gujarat Sidhee Cement - India
- Lanco Infratech Ltd - India
- European Bulk Services B.V. - Netherlands
- Edison Trading Spa - Italy
- TNB Fuel Sdn Bhd - Malaysia
- Uttam Galva Steels Limited - India
- Thai Mozambique Logistica
- ICICI Bank Limited - India
- Riau Bara Harum - Indonesia
- Jaiprakash Power Ventures ltd
- Metalloyd Limited - United Kingdom
- Anglo American - United Kingdom
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