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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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Tuesday, 16 June 20
SHALE SHOCKED - WOOD MACKENZIE
Capturing shut-ins in real time
Oil markets are searching for balance as the world reflects on the impact of the COVID-19 pandemic. ...
Sunday, 14 June 20
INDONESIAN COAL WAS STILL IN DEMAND; A 52,000-DWT SUPRAMAX FIXING DELIVERY CJK FOR A ROUND VOYAGE VIA INDONESIA AT $6,250 - BALTIC BRIEFING
Capesize
The Capesize market made new highs for the year this week after strong iron ore demand to the far east continued to develop in the mar ...
Friday, 12 June 20
CHINA CURBS COAL IMPORTS AFTER 5 MONTHS OF RECORD INFLOWS - SOURCES: REUTERS
China has stepped up customs checks for coal imports, leading to lengthy processing delays at ports, four sources familiar with the matter said, as ...
Friday, 12 June 20
COAL INDIA LIMITED SET FOR MARKETING DRIVE TO CREATE DEMAND - FINANCIAL EXPRESS
State-run miner Coal India (CIL), which is primarily focused on supplying coal to the power sector, is now reorienting its marketing to create dema ...
Friday, 12 June 20
MOODY'S REVISES BRENT OIL PRICE OUTLOOK TO $35/BARREL IN 2020 - TASS
Low oil prices are likely to exert the highest pressure on Iraq, Oman and Kuwait due to the limited space for the fiscal policy pursuit and higher ...
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- Central Electricity Authority - India
- PowerSource Philippines DevCo
- Bharathi Cement Corporation - India
- Iligan Light & Power Inc, Philippines
- Ind-Barath Power Infra Limited - India
- Energy Link Ltd, New Zealand
- Wilmar Investment Holdings
- Malabar Cements Ltd - India
- Port Waratah Coal Services - Australia
- PNOC Exploration Corporation - Philippines
- Coastal Gujarat Power Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Global Coal Blending Company Limited - Australia
- Sakthi Sugars Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Global Business Power Corporation, Philippines
- Sical Logistics Limited - India
- Mintek Dendrill Indonesia
- OPG Power Generation Pvt Ltd - India
- Trasteel International SA, Italy
- Price Waterhouse Coopers - Russia
- Barasentosa Lestari - Indonesia
- Indian Oil Corporation Limited
- AsiaOL BioFuels Corp., Philippines
- Heidelberg Cement - Germany
- Singapore Mercantile Exchange
- GN Power Mariveles Coal Plant, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Binh Thuan Hamico - Vietnam
- Videocon Industries ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Thiess Contractors Indonesia
- Aboitiz Power Corporation - Philippines
- Agrawal Coal Company - India
- Kaltim Prima Coal - Indonesia
- Indonesian Coal Mining Association
- VISA Power Limited - India
- Bukit Makmur.PT - Indonesia
- Coal and Oil Company - UAE
- IEA Clean Coal Centre - UK
- Bank of Tokyo Mitsubishi UFJ Ltd
- Therma Luzon, Inc, Philippines
- Metalloyd Limited - United Kingdom
- GMR Energy Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Merrill Lynch Commodities Europe
- South Luzon Thermal Energy Corporation
- Intertek Mineral Services - Indonesia
- Attock Cement Pakistan Limited
- Australian Commodity Traders Exchange
- Marubeni Corporation - India
- Miang Besar Coal Terminal - Indonesia
- Bhushan Steel Limited - India
- Africa Commodities Group - South Africa
- Kumho Petrochemical, South Korea
- Medco Energi Mining Internasional
- Sindya Power Generating Company Private Ltd
- Indian Energy Exchange, India
- GVK Power & Infra Limited - India
- Oldendorff Carriers - Singapore
- Jaiprakash Power Ventures ltd
- Maheswari Brothers Coal Limited - India
- Sree Jayajothi Cements Limited - India
- Deloitte Consulting - India
- Planning Commission, India
- Madhucon Powers Ltd - India
- Xindia Steels Limited - India
- Pendopo Energi Batubara - Indonesia
- PTC India Limited - India
- Manunggal Multi Energi - Indonesia
- Gujarat Sidhee Cement - India
- Riau Bara Harum - Indonesia
- Coalindo Energy - Indonesia
- Vizag Seaport Private Limited - India
- White Energy Company Limited
- The University of Queensland
- Rashtriya Ispat Nigam Limited - India
- Chettinad Cement Corporation Ltd - India
- Indogreen Group - Indonesia
- Ministry of Finance - Indonesia
- Tata Chemicals Ltd - India
- India Bulls Power Limited - India
- Timah Investasi Mineral - Indoneisa
- Economic Council, Georgia
- Australian Coal Association
- Orica Mining Services - Indonesia
- SMG Consultants - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Jorong Barutama Greston.PT - Indonesia
- Electricity Generating Authority of Thailand
- Bahari Cakrawala Sebuku - Indonesia
- International Coal Ventures Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Georgia Ports Authority, United States
- Chamber of Mines of South Africa
- Gujarat Mineral Development Corp Ltd - India
- Banpu Public Company Limited - Thailand
- ASAPP Information Group - India
- Vedanta Resources Plc - India
- Eastern Energy - Thailand
- Antam Resourcindo - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Carbofer General Trading SA - India
- TNB Fuel Sdn Bhd - Malaysia
- Bangladesh Power Developement Board
- Karaikal Port Pvt Ltd - India
- Energy Development Corp, Philippines
- The Treasury - Australian Government
- Romanian Commodities Exchange
- Altura Mining Limited, Indonesia
- Formosa Plastics Group - Taiwan
- Semirara Mining and Power Corporation, Philippines
- Kepco SPC Power Corporation, Philippines
- Mercuria Energy - Indonesia
- Central Java Power - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Indika Energy - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Parliament of New Zealand
- Ministry of Mines - Canada
- Sarangani Energy Corporation, Philippines
- Borneo Indobara - Indonesia
- Global Green Power PLC Corporation, Philippines
- Tamil Nadu electricity Board
- London Commodity Brokers - England
- Eastern Coal Council - USA
- IHS Mccloskey Coal Group - USA
- Petron Corporation, Philippines
- Mjunction Services Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Parry Sugars Refinery, India
- Krishnapatnam Port Company Ltd. - India
- Salva Resources Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- Orica Australia Pty. Ltd.
- Thai Mozambique Logistica
- Latin American Coal - Colombia
- Independent Power Producers Association of India
- San Jose City I Power Corp, Philippines
- Renaissance Capital - South Africa
- Wood Mackenzie - Singapore
- Rio Tinto Coal - Australia
- Aditya Birla Group - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kideco Jaya Agung - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Larsen & Toubro Limited - India
- MS Steel International - UAE
- Maharashtra Electricity Regulatory Commission - India
- New Zealand Coal & Carbon
- Essar Steel Hazira Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Simpson Spence & Young - Indonesia
- Meenaskhi Energy Private Limited - India
- Indo Tambangraya Megah - Indonesia
- Bukit Baiduri Energy - Indonesia
- Baramulti Group, Indonesia
- The State Trading Corporation of India Ltd
- Directorate Of Revenue Intelligence - India
- Edison Trading Spa - Italy
- CIMB Investment Bank - Malaysia
- Electricity Authority, New Zealand
- Minerals Council of Australia
- Uttam Galva Steels Limited - India
- Makarim & Taira - Indonesia
- ICICI Bank Limited - India
- GAC Shipping (India) Pvt Ltd
- McConnell Dowell - Australia
- Billiton Holdings Pty Ltd - Australia
- Sojitz Corporation - Japan
- Anglo American - United Kingdom
- Lanco Infratech Ltd - India
- Straits Asia Resources Limited - Singapore
- Kobexindo Tractors - Indoneisa
- Gujarat Electricity Regulatory Commission - India
- Interocean Group of Companies - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bhoruka Overseas - Indonesia
- Goldman Sachs - Singapore
- Toyota Tsusho Corporation, Japan
- Sinarmas Energy and Mining - Indonesia
- TeaM Sual Corporation - Philippines
- Mercator Lines Limited - India
- Standard Chartered Bank - UAE
- Dalmia Cement Bharat India
- Cement Manufacturers Association - India
- Neyveli Lignite Corporation Ltd, - India
- Siam City Cement - Thailand
- Star Paper Mills Limited - India
- Power Finance Corporation Ltd., India
- Kalimantan Lumbung Energi - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Commonwealth Bank - Australia
- Leighton Contractors Pty Ltd - Australia
- Siam City Cement PLC, Thailand
- Ambuja Cements Ltd - India
- Globalindo Alam Lestari - Indonesia
- CNBM International Corporation - China
- Meralco Power Generation, Philippines
- Samtan Co., Ltd - South Korea
- Bulk Trading Sa - Switzerland
- Ministry of Transport, Egypt
- Alfred C Toepfer International GmbH - Germany
- European Bulk Services B.V. - Netherlands
- Cigading International Bulk Terminal - Indonesia
- Savvy Resources Ltd - HongKong
- Posco Energy - South Korea
- SMC Global Power, Philippines
- Semirara Mining Corp, Philippines
- Bhatia International Limited - India
- Kapuas Tunggal Persada - Indonesia
- LBH Netherlands Bv - Netherlands
- Kartika Selabumi Mining - Indonesia
- Grasim Industreis Ltd - India
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