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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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Monday, 18 May 20
TAKING ADVANTAGE OF VIRUS DISTRACTION - BALTIC EXCHANGE
As the industry grapples to deal with exceptional Covid-19-related challenges, a deeper threat is coming to the fore. At this time of crisis, more ...
Monday, 18 May 20
THERMAL COAL SPOT PRICE TUMBLES 25 PER CENT, PUTTING PRESSURE ON SOME PRODUCERS - ABC RURAL
The spot price for thermal coal has fallen 25 per cent per cent in the past month with one leading analyst saying it is because of a reduction in d ...
Monday, 18 May 20
CHINA'S COAL OUTPUT UP 1.3 PCT IN JANUARY-APRIL: XINHUA
Output of raw coal in China rose 1.3 percent year on year to 1.15 billion tonnes in the first four months this year, official data showed.
&nbs ...
Sunday, 17 May 20
A 55,000 OPEN ILIGAN FIXING AT $6,500 VIA INDONESIA REDELIVERY INDIA - BALTIC BRIEFING
Capesize
A precipitous fall in the market this week had the Capesize 5TC shedding over 50 per cent in value. A small rebound at the end of the ...
Friday, 15 May 20
CHINA'S COAL CONSUMPTION TO FALL Y/Y IN SECOND QUARTER, IMPROVEMENT EXPECTED IN SECOND HALF - INDUSTRY BODY: REUTERS
China’s coal consumption is expected to decline in the second quarter from a year earlier, but will see an improvement in the second half of ...
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- Asmin Koalindo Tuhup - Indonesia
- Romanian Commodities Exchange
- Coalindo Energy - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Uttam Galva Steels Limited - India
- Heidelberg Cement - Germany
- Australian Coal Association
- Ceylon Electricity Board - Sri Lanka
- Antam Resourcindo - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Jorong Barutama Greston.PT - Indonesia
- Indogreen Group - Indonesia
- Agrawal Coal Company - India
- Mjunction Services Limited - India
- Simpson Spence & Young - Indonesia
- Attock Cement Pakistan Limited
- Miang Besar Coal Terminal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Wilmar Investment Holdings
- Bukit Asam (Persero) Tbk - Indonesia
- San Jose City I Power Corp, Philippines
- Parliament of New Zealand
- Barasentosa Lestari - Indonesia
- Bharathi Cement Corporation - India
- Formosa Plastics Group - Taiwan
- Meralco Power Generation, Philippines
- Karaikal Port Pvt Ltd - India
- Goldman Sachs - Singapore
- Coal and Oil Company - UAE
- International Coal Ventures Pvt Ltd - India
- Borneo Indobara - Indonesia
- Power Finance Corporation Ltd., India
- Pendopo Energi Batubara - Indonesia
- Intertek Mineral Services - Indonesia
- Price Waterhouse Coopers - Russia
- Sindya Power Generating Company Private Ltd
- GVK Power & Infra Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Manunggal Multi Energi - Indonesia
- Electricity Generating Authority of Thailand
- Thiess Contractors Indonesia
- Leighton Contractors Pty Ltd - Australia
- Oldendorff Carriers - Singapore
- Marubeni Corporation - India
- Alfred C Toepfer International GmbH - Germany
- Bukit Makmur.PT - Indonesia
- Indian Energy Exchange, India
- GN Power Mariveles Coal Plant, Philippines
- Jindal Steel & Power Ltd - India
- Toyota Tsusho Corporation, Japan
- Edison Trading Spa - Italy
- Tata Chemicals Ltd - India
- McConnell Dowell - Australia
- Energy Link Ltd, New Zealand
- Makarim & Taira - Indonesia
- Mercuria Energy - Indonesia
- Tamil Nadu electricity Board
- Port Waratah Coal Services - Australia
- Indika Energy - Indonesia
- Bhushan Steel Limited - India
- Ministry of Mines - Canada
- Indonesian Coal Mining Association
- Directorate General of MIneral and Coal - Indonesia
- Xindia Steels Limited - India
- Renaissance Capital - South Africa
- Kapuas Tunggal Persada - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Carbofer General Trading SA - India
- Eastern Coal Council - USA
- Sakthi Sugars Limited - India
- Ind-Barath Power Infra Limited - India
- Salva Resources Pvt Ltd - India
- The Treasury - Australian Government
- Thai Mozambique Logistica
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Samtan Co., Ltd - South Korea
- Ministry of Transport, Egypt
- Posco Energy - South Korea
- Economic Council, Georgia
- Videocon Industries ltd - India
- Iligan Light & Power Inc, Philippines
- Australian Commodity Traders Exchange
- Commonwealth Bank - Australia
- Independent Power Producers Association of India
- Semirara Mining and Power Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Malabar Cements Ltd - India
- Georgia Ports Authority, United States
- Kideco Jaya Agung - Indonesia
- Bhatia International Limited - India
- Central Java Power - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Orica Mining Services - Indonesia
- Central Electricity Authority - India
- SMC Global Power, Philippines
- Global Business Power Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- Essar Steel Hazira Ltd - India
- Baramulti Group, Indonesia
- PNOC Exploration Corporation - Philippines
- Holcim Trading Pte Ltd - Singapore
- Vedanta Resources Plc - India
- Sinarmas Energy and Mining - Indonesia
- Latin American Coal - Colombia
- OPG Power Generation Pvt Ltd - India
- GMR Energy Limited - India
- ASAPP Information Group - India
- Global Green Power PLC Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- Sical Logistics Limited - India
- Siam City Cement - Thailand
- CNBM International Corporation - China
- GAC Shipping (India) Pvt Ltd
- Globalindo Alam Lestari - Indonesia
- LBH Netherlands Bv - Netherlands
- London Commodity Brokers - England
- New Zealand Coal & Carbon
- Africa Commodities Group - South Africa
- VISA Power Limited - India
- Kumho Petrochemical, South Korea
- Bukit Baiduri Energy - Indonesia
- Trasteel International SA, Italy
- Mercator Lines Limited - India
- India Bulls Power Limited - India
- Therma Luzon, Inc, Philippines
- Minerals Council of Australia
- Bulk Trading Sa - Switzerland
- Karbindo Abesyapradhi - Indoneisa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ministry of Finance - Indonesia
- Sree Jayajothi Cements Limited - India
- PowerSource Philippines DevCo
- White Energy Company Limited
- Interocean Group of Companies - India
- Sojitz Corporation - Japan
- TeaM Sual Corporation - Philippines
- Ambuja Cements Ltd - India
- Metalloyd Limited - United Kingdom
- Rashtriya Ispat Nigam Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- IEA Clean Coal Centre - UK
- Eastern Energy - Thailand
- Sarangani Energy Corporation, Philippines
- Vizag Seaport Private Limited - India
- Indian Oil Corporation Limited
- Directorate Of Revenue Intelligence - India
- Star Paper Mills Limited - India
- South Luzon Thermal Energy Corporation
- Straits Asia Resources Limited - Singapore
- Timah Investasi Mineral - Indoneisa
- Maheswari Brothers Coal Limited - India
- Indo Tambangraya Megah - Indonesia
- CIMB Investment Bank - Malaysia
- Wood Mackenzie - Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kartika Selabumi Mining - Indonesia
- Energy Development Corp, Philippines
- Chamber of Mines of South Africa
- Gujarat Sidhee Cement - India
- ICICI Bank Limited - India
- Cement Manufacturers Association - India
- IHS Mccloskey Coal Group - USA
- MS Steel International - UAE
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Dalmia Cement Bharat India
- SMG Consultants - Indonesia
- Mintek Dendrill Indonesia
- Anglo American - United Kingdom
- TNB Fuel Sdn Bhd - Malaysia
- Orica Australia Pty. Ltd.
- Bayan Resources Tbk. - Indonesia
- Merrill Lynch Commodities Europe
- Jaiprakash Power Ventures ltd
- Kobexindo Tractors - Indoneisa
- Billiton Holdings Pty Ltd - Australia
- Bahari Cakrawala Sebuku - Indonesia
- The State Trading Corporation of India Ltd
- Parry Sugars Refinery, India
- Altura Mining Limited, Indonesia
- Krishnapatnam Port Company Ltd. - India
- Siam City Cement PLC, Thailand
- Larsen & Toubro Limited - India
- Deloitte Consulting - India
- Kepco SPC Power Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Kohat Cement Company Ltd. - Pakistan
- Madhucon Powers Ltd - India
- Medco Energi Mining Internasional
- Lanco Infratech Ltd - India
- Grasim Industreis Ltd - India
- Savvy Resources Ltd - HongKong
- Electricity Authority, New Zealand
- Coastal Gujarat Power Limited - India
- Banpu Public Company Limited - Thailand
- SN Aboitiz Power Inc, Philippines
- Semirara Mining Corp, Philippines
- Standard Chartered Bank - UAE
- Aditya Birla Group - India
- Bhoruka Overseas - Indonesia
- Rio Tinto Coal - Australia
- Singapore Mercantile Exchange
- Petrochimia International Co. Ltd.- Taiwan
- PTC India Limited - India
- European Bulk Services B.V. - Netherlands
- Global Coal Blending Company Limited - Australia
- Bangladesh Power Developement Board
- Planning Commission, India
- Petron Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- The University of Queensland
- Riau Bara Harum - Indonesia
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