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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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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 ...
Thursday, 07 May 20
CRUDE OIL TANKER EARNINGS DROP 68% IN NINE DAYS - BIMCO
Crude oil tanker earnings have come down sharply in recent weeks with Very Large Crude Carrier (VLCC) earnings from the Middle East Gulf to China d ...
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- Oldendorff Carriers - Singapore
- Banpu Public Company Limited - Thailand
- Carbofer General Trading SA - India
- San Jose City I Power Corp, Philippines
- Bulk Trading Sa - Switzerland
- Bukit Baiduri Energy - Indonesia
- Star Paper Mills Limited - India
- Marubeni Corporation - India
- Jindal Steel & Power Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Vedanta Resources Plc - India
- Ind-Barath Power Infra Limited - India
- Thiess Contractors Indonesia
- Rio Tinto Coal - Australia
- The University of Queensland
- Indogreen Group - Indonesia
- Bangladesh Power Developement Board
- White Energy Company Limited
- Ceylon Electricity Board - Sri Lanka
- Global Coal Blending Company Limited - Australia
- TeaM Sual Corporation - Philippines
- Australian Coal Association
- Directorate Of Revenue Intelligence - India
- Aditya Birla Group - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bayan Resources Tbk. - Indonesia
- Simpson Spence & Young - Indonesia
- Bhatia International Limited - India
- Goldman Sachs - Singapore
- Parry Sugars Refinery, India
- Deloitte Consulting - India
- Maheswari Brothers Coal Limited - India
- Antam Resourcindo - Indonesia
- Medco Energi Mining Internasional
- Commonwealth Bank - Australia
- Wilmar Investment Holdings
- Attock Cement Pakistan Limited
- ASAPP Information Group - India
- TNB Fuel Sdn Bhd - Malaysia
- Power Finance Corporation Ltd., India
- Riau Bara Harum - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Iligan Light & Power Inc, Philippines
- Merrill Lynch Commodities Europe
- Bukit Makmur.PT - Indonesia
- Borneo Indobara - Indonesia
- Altura Mining Limited, Indonesia
- Semirara Mining Corp, Philippines
- Barasentosa Lestari - Indonesia
- SMC Global Power, Philippines
- Price Waterhouse Coopers - Russia
- Africa Commodities Group - South Africa
- Indian Energy Exchange, India
- GMR Energy Limited - India
- Miang Besar Coal Terminal - Indonesia
- Indo Tambangraya Megah - Indonesia
- Rashtriya Ispat Nigam Limited - India
- OPG Power Generation Pvt Ltd - India
- Posco Energy - South Korea
- Videocon Industries ltd - India
- PowerSource Philippines DevCo
- Lanco Infratech Ltd - India
- Uttam Galva Steels Limited - India
- Renaissance Capital - South Africa
- Kumho Petrochemical, South Korea
- Cement Manufacturers Association - India
- Heidelberg Cement - Germany
- Kaltim Prima Coal - Indonesia
- Central Electricity Authority - India
- Georgia Ports Authority, United States
- VISA Power Limited - India
- ICICI Bank Limited - India
- Sical Logistics Limited - India
- Dalmia Cement Bharat India
- Savvy Resources Ltd - HongKong
- Leighton Contractors Pty Ltd - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Meenaskhi Energy Private Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Parliament of New Zealand
- Global Green Power PLC Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Indika Energy - Indonesia
- Coalindo Energy - Indonesia
- European Bulk Services B.V. - Netherlands
- Karbindo Abesyapradhi - Indoneisa
- Therma Luzon, Inc, Philippines
- Ministry of Mines - Canada
- Makarim & Taira - Indonesia
- Latin American Coal - Colombia
- Pipit Mutiara Jaya. PT, Indonesia
- Orica Australia Pty. Ltd.
- Jorong Barutama Greston.PT - Indonesia
- Thai Mozambique Logistica
- Chettinad Cement Corporation Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- SN Aboitiz Power Inc, Philippines
- Minerals Council of Australia
- Straits Asia Resources Limited - Singapore
- PNOC Exploration Corporation - Philippines
- Mercator Lines Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Binh Thuan Hamico - Vietnam
- Sarangani Energy Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Petron Corporation, Philippines
- Electricity Generating Authority of Thailand
- Samtan Co., Ltd - South Korea
- Gujarat Electricity Regulatory Commission - India
- CIMB Investment Bank - Malaysia
- Kepco SPC Power Corporation, Philippines
- New Zealand Coal & Carbon
- Siam City Cement - Thailand
- Port Waratah Coal Services - Australia
- Tata Chemicals Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Standard Chartered Bank - UAE
- Kapuas Tunggal Persada - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Edison Trading Spa - Italy
- Jaiprakash Power Ventures ltd
- Malabar Cements Ltd - India
- Kartika Selabumi Mining - Indonesia
- Xindia Steels Limited - India
- Manunggal Multi Energi - Indonesia
- Essar Steel Hazira Ltd - India
- MS Steel International - UAE
- Trasteel International SA, Italy
- Indian Oil Corporation Limited
- Bharathi Cement Corporation - India
- PTC India Limited - India
- Madhucon Powers Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Ambuja Cements Ltd - India
- IEA Clean Coal Centre - UK
- Bhushan Steel Limited - India
- Asmin Koalindo Tuhup - Indonesia
- SMG Consultants - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Intertek Mineral Services - Indonesia
- Sree Jayajothi Cements Limited - India
- Interocean Group of Companies - India
- Kalimantan Lumbung Energi - Indonesia
- Kobexindo Tractors - Indoneisa
- Sindya Power Generating Company Private Ltd
- Petrochimia International Co. Ltd.- Taiwan
- Kohat Cement Company Ltd. - Pakistan
- LBH Netherlands Bv - Netherlands
- Meralco Power Generation, Philippines
- Sinarmas Energy and Mining - Indonesia
- London Commodity Brokers - England
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- The Treasury - Australian Government
- Larsen & Toubro Limited - India
- India Bulls Power Limited - India
- Romanian Commodities Exchange
- Electricity Authority, New Zealand
- Siam City Cement PLC, Thailand
- Ministry of Finance - Indonesia
- Independent Power Producers Association of India
- Planning Commission, India
- Pendopo Energi Batubara - Indonesia
- Baramulti Group, Indonesia
- Eastern Coal Council - USA
- Orica Mining Services - Indonesia
- South Luzon Thermal Energy Corporation
- Singapore Mercantile Exchange
- Mintek Dendrill Indonesia
- Aboitiz Power Corporation - Philippines
- Karaikal Port Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Vizag Seaport Private Limited - India
- Tamil Nadu electricity Board
- Billiton Holdings Pty Ltd - Australia
- Mjunction Services Limited - India
- Anglo American - United Kingdom
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Global Business Power Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Energy Development Corp, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Alfred C Toepfer International GmbH - Germany
- Formosa Plastics Group - Taiwan
- Indonesian Coal Mining Association
- Toyota Tsusho Corporation, Japan
- The State Trading Corporation of India Ltd
- Agrawal Coal Company - India
- CNBM International Corporation - China
- GAC Shipping (India) Pvt Ltd
- AsiaOL BioFuels Corp., Philippines
- Australian Commodity Traders Exchange
- International Coal Ventures Pvt Ltd - India
- Sojitz Corporation - Japan
- McConnell Dowell - Australia
- Central Java Power - Indonesia
- Globalindo Alam Lestari - Indonesia
- Mercuria Energy - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Coal and Oil Company - UAE
- Metalloyd Limited - United Kingdom
- Chamber of Mines of South Africa
- Neyveli Lignite Corporation Ltd, - India
- Ministry of Transport, Egypt
- Sakthi Sugars Limited - India
- Grasim Industreis Ltd - India
- GVK Power & Infra Limited - India
- Wood Mackenzie - Singapore
- Salva Resources Pvt Ltd - India
- Economic Council, Georgia
- Directorate General of MIneral and Coal - Indonesia
- Gujarat Sidhee Cement - India
- Coastal Gujarat Power Limited - India
- Eastern Energy - Thailand
- Energy Link Ltd, New Zealand
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