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Tuesday, 12 May 20
A GLOBAL ECONOMIC RESTART HAS SLOWLY BEGUN AS COUNTRIES AROUND THE WORLD GRADUALLY - ALLIED
 A global economic restart has slowly begun as countries around the world gradually set their return back to “normality”. Yet by all measures it seems that we will be far from normality for some time at least as the scars of the pandemic lockdown seem to be severe across all industries and nations. It is no surprise therefore how must are predicting very poor global GDP figures for 2020 while holding very skeptical opinions for 2021, says Allied Shipping Research in its latest research report.
According to George Lazaridis, Head of Research & Valuations of Allied Shipping, the US and Europe have been two of the worst hit economies, while in respect to the size of these two economies the ripple effects across the globe as part of the drop in consumer spending that has taken place and that is expected to unfold over the coming months in these two major economies is expected to be considerable.
Even China which has already eased back measures for some time now is showing signs of struggling to regain its previous momentum. In the midst of all this poor market sentiment, the global commodities trade is starting to buckle under the strain. Some such as crude oil have been shaken by events far reaching the global pandemic (both in a positive as well as in a negative manner), while others are finding it difficult to regain a bullish foothold given their significant reliance on global investments and consumer spending patterns. Yet many in the shipping industry still hold for an optimistic scenario playing out whereby some of the “lost” trade is recuperated over the coming months, helping as such feed a momentary rally that could help counter some of the freight rate earnings that were incurred during Q1 and Q2 of 2020.
George Lazaridis further noted that, all this seems well and good but to what extent can we really depend on a strong rally taking shape over the coming months and to what extent can this really bring back a balance to the global freight markets?
The issue is that although it is a certainty that due to the major trade disruptions that have unfolded over the past months, we are sure to see increased volumes emerge as the global economy opens up for business once more. Yet at the same time, given the extent and length of the disruptions that have been seen and coupled with the strong dampening effect that has been pressed on to global consumption levels, we are likely to see a fair share of this past and pre-sent lost activity being lost forever. To what extent is surely hard to calculate right now because a whole lot depends on market sentiment and appetite for speculative trading. Yet even if we were able to see a double digit percentage share of March, April and May trading volumes being shifted over to the summer months, this would surely be enough to bring about a strong shift in freight markets to the owners’ favor.
Head of Research & Valuations of Allied Shipping is also further said that, rates are still looking likely to climb by a fair bit and recover some of the “loses” incurred earlier on in the year (all this depending on the rolling back of lock down measures going smoothly and no resurgence in virus cases being noted). Yet it looks as though even with a positive rally taking place during Q3, the signs are troubling as to the potential prospects beyond that horizon. The final quarter of 2020 is likely to be considerably subdued, especially when compared to the typical seasonal patterns, while 2021 is looking ever more likely to at least start off on a fairly pessimistic note.
Given the drop in economic activity coupled with the sharp rise in unemployment figures in key economies, the road back to recovery is looking to be long and bumpy. It will likely take some time before we are able to recover from this shock, even when taking into consideration the vast amounts of support being provided by the likes of the FED, ECB and governments around the world George Lazaridis concluded.
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Wednesday, 17 June 20
MARKET INSIGHT - INTERMODAL
After experiencing record earnings during the first half of the year, the focus of headlines concerning the tanker market has shifted from the deve ...
Wednesday, 17 June 20
KOREA SOUTHERN POWER CO INVITED 80000 MT OF LOW CALORIFIC VALUE COAL FOR AUGUST 1H, 2020 LOADING
COALspot.com: Korea Southern Power Co., Ltd. (KOSPO) has issued an International tender for 80,000 Metric Tons (MT) Min 4,200 kcal/kg - Max. ...
Tuesday, 16 June 20
A GLOBAL ECONOMIC SLUMP: WHAT WILL IT MEAN FOR METALS AND MINING? - WOOD MACKENZIE
Back before coronavirus knocked “normal” out cold, the key issues for miners were sub-investment prices, rising requirements for ESG an ...
Tuesday, 16 June 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.58 PCT - XINHUA
China Taiyuan coal transaction price index stood at 124.43 points Monday, up 0.58 percent week on week.
The index, released by China ...
Tuesday, 16 June 20
HIGHER IRON ORE PRICES OFFSET CORONAVIRUS-DRIVEN PRODUCTION RISK - FITCH RATINGS
Lower iron ore production in Brazil, resulting from rising coronavirus infections, should only marginally affect the cash flow of Vale and other gl ...
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Showing 906 to 910 news of total 6871 |
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- Renaissance Capital - South Africa
- CNBM International Corporation - China
- Central Electricity Authority - India
- Indogreen Group - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Australian Commodity Traders Exchange
- Global Coal Blending Company Limited - Australia
- Goldman Sachs - Singapore
- Sojitz Corporation - Japan
- Leighton Contractors Pty Ltd - Australia
- GN Power Mariveles Coal Plant, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Global Business Power Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- VISA Power Limited - India
- Orica Mining Services - Indonesia
- MS Steel International - UAE
- Medco Energi Mining Internasional
- Kideco Jaya Agung - Indonesia
- New Zealand Coal & Carbon
- Independent Power Producers Association of India
- Gujarat Mineral Development Corp Ltd - India
- Cement Manufacturers Association - India
- Kobexindo Tractors - Indoneisa
- Bank of Tokyo Mitsubishi UFJ Ltd
- PowerSource Philippines DevCo
- Minerals Council of Australia
- PNOC Exploration Corporation - Philippines
- Commonwealth Bank - Australia
- Barasentosa Lestari - Indonesia
- Timah Investasi Mineral - Indoneisa
- Wood Mackenzie - Singapore
- IHS Mccloskey Coal Group - USA
- Cigading International Bulk Terminal - Indonesia
- Agrawal Coal Company - India
- Planning Commission, India
- Miang Besar Coal Terminal - Indonesia
- AsiaOL BioFuels Corp., Philippines
- The State Trading Corporation of India Ltd
- Kapuas Tunggal Persada - Indonesia
- PTC India Limited - India
- Standard Chartered Bank - UAE
- Gujarat Sidhee Cement - India
- Marubeni Corporation - India
- SN Aboitiz Power Inc, Philippines
- The Treasury - Australian Government
- Coastal Gujarat Power Limited - India
- Simpson Spence & Young - Indonesia
- Salva Resources Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Ambuja Cements Ltd - India
- CIMB Investment Bank - Malaysia
- Sree Jayajothi Cements Limited - India
- Ministry of Mines - Canada
- Tamil Nadu electricity Board
- Ind-Barath Power Infra Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bharathi Cement Corporation - India
- Bhoruka Overseas - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Interocean Group of Companies - India
- Kumho Petrochemical, South Korea
- Banpu Public Company Limited - Thailand
- GAC Shipping (India) Pvt Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indo Tambangraya Megah - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Intertek Mineral Services - Indonesia
- SMG Consultants - Indonesia
- Economic Council, Georgia
- Kohat Cement Company Ltd. - Pakistan
- Oldendorff Carriers - Singapore
- Semirara Mining and Power Corporation, Philippines
- Rio Tinto Coal - Australia
- Alfred C Toepfer International GmbH - Germany
- Aditya Birla Group - India
- Maharashtra Electricity Regulatory Commission - India
- Samtan Co., Ltd - South Korea
- Indian Energy Exchange, India
- Global Green Power PLC Corporation, Philippines
- South Luzon Thermal Energy Corporation
- Maheswari Brothers Coal Limited - India
- SMC Global Power, Philippines
- McConnell Dowell - Australia
- Grasim Industreis Ltd - India
- Mjunction Services Limited - India
- Larsen & Toubro Limited - India
- Siam City Cement PLC, Thailand
- Anglo American - United Kingdom
- Australian Coal Association
- Therma Luzon, Inc, Philippines
- Lanco Infratech Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Power Finance Corporation Ltd., India
- Indian Oil Corporation Limited
- Pipit Mutiara Jaya. PT, Indonesia
- Siam City Cement - Thailand
- Globalindo Alam Lestari - Indonesia
- Parry Sugars Refinery, India
- Savvy Resources Ltd - HongKong
- Carbofer General Trading SA - India
- Sarangani Energy Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- Directorate Of Revenue Intelligence - India
- Chettinad Cement Corporation Ltd - India
- Deloitte Consulting - India
- The University of Queensland
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Tata Chemicals Ltd - India
- Edison Trading Spa - Italy
- Eastern Energy - Thailand
- Attock Cement Pakistan Limited
- Jorong Barutama Greston.PT - Indonesia
- Orica Australia Pty. Ltd.
- Bukit Makmur.PT - Indonesia
- Energy Development Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- London Commodity Brokers - England
- Asmin Koalindo Tuhup - Indonesia
- Madhucon Powers Ltd - India
- Indonesian Coal Mining Association
- Aboitiz Power Corporation - Philippines
- Ministry of Finance - Indonesia
- Dalmia Cement Bharat India
- Altura Mining Limited, Indonesia
- International Coal Ventures Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Vijayanagar Sugar Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Energy Link Ltd, New Zealand
- San Jose City I Power Corp, Philippines
- Central Java Power - Indonesia
- Makarim & Taira - Indonesia
- Romanian Commodities Exchange
- TeaM Sual Corporation - Philippines
- Kepco SPC Power Corporation, Philippines
- Riau Bara Harum - Indonesia
- Petron Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Uttam Galva Steels Limited - India
- Bukit Baiduri Energy - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Coalindo Energy - Indonesia
- Parliament of New Zealand
- Bulk Trading Sa - Switzerland
- Metalloyd Limited - United Kingdom
- OPG Power Generation Pvt Ltd - India
- Mintek Dendrill Indonesia
- Merrill Lynch Commodities Europe
- Pendopo Energi Batubara - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Kartika Selabumi Mining - Indonesia
- GMR Energy Limited - India
- Eastern Coal Council - USA
- Vizag Seaport Private Limited - India
- Straits Asia Resources Limited - Singapore
- Trasteel International SA, Italy
- Rashtriya Ispat Nigam Limited - India
- Ceylon Electricity Board - Sri Lanka
- Vedanta Resources Plc - India
- Bayan Resources Tbk. - Indonesia
- Formosa Plastics Group - Taiwan
- White Energy Company Limited
- Georgia Ports Authority, United States
- Sindya Power Generating Company Private Ltd
- Binh Thuan Hamico - Vietnam
- Coal and Oil Company - UAE
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Wilmar Investment Holdings
- Xindia Steels Limited - India
- Singapore Mercantile Exchange
- Mercator Lines Limited - India
- Chamber of Mines of South Africa
- Bhatia International Limited - India
- Ministry of Transport, Egypt
- Mercuria Energy - Indonesia
- Electricity Authority, New Zealand
- Thai Mozambique Logistica
- Posco Energy - South Korea
- Essar Steel Hazira Ltd - India
- Africa Commodities Group - South Africa
- Meenaskhi Energy Private Limited - India
- Port Waratah Coal Services - Australia
- Star Paper Mills Limited - India
- Bangladesh Power Developement Board
- India Bulls Power Limited - India
- Meralco Power Generation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Iligan Light & Power Inc, Philippines
- Karaikal Port Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- Videocon Industries ltd - India
- Sakthi Sugars Limited - India
- Sinarmas Energy and Mining - Indonesia
- Antam Resourcindo - Indonesia
- ICICI Bank Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- ASAPP Information Group - India
- Thiess Contractors Indonesia
- Malabar Cements Ltd - India
- Baramulti Group, Indonesia
- Manunggal Multi Energi - Indonesia
- Semirara Mining Corp, Philippines
- Sical Logistics Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Price Waterhouse Coopers - Russia
- Heidelberg Cement - Germany
- GVK Power & Infra Limited - India
- Bhushan Steel Limited - India
- Billiton Holdings Pty Ltd - Australia
- Latin American Coal - Colombia
- Borneo Indobara - Indonesia
- European Bulk Services B.V. - Netherlands
- Indika Energy - Indonesia
- IEA Clean Coal Centre - UK
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