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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, 06 May 20
COST CHALLENGES IN A US$20/BBL WORLD - WOOD MACKENZIE
A new approach is needed to ensure supply sector resilience
How will US$20/bbl affect the oil and gas supply chain?
It’s going to g ...
Wednesday, 06 May 20
MARKET INSIGHT - INTERMODAL
It comes as no surprise that activity in the dry bulk SnP market remains soft, with asset values caught in the downward spiral generated by the Cov ...
Wednesday, 06 May 20
FLOATING STORAGE OF OIL CARGOES - STANDARD CLUB
KNOWLEDGE TO ELEVATE
Due to a combination of circumstances there is now a worldwide shortage of storage space ashore for both unrefi ...
Wednesday, 06 May 20
IRON ORE TRADE REMAINS REMARKABLY RESILIENT THIS YEAR, AT LEAST IN ASIA - BANCHERO COSTA
Iron ore trade remains remarkably resilient this year, at least in Asia, despite the global economic impact from COVID-19. In the first 4 months of ...
Tuesday, 05 May 20
SUPRAMAXES: YTD SLIDE HAS BEEN 45%, WITH THE AVERAGE FOR 2020 TCA HOLDING AT US$5,793 - ALLIED
It has been almost three months since the WHO officially categorized the current coronavirus outbreak as a global pandemic, an outbreak that has br ...
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- Indo Tambangraya Megah - Indonesia
- Mjunction Services Limited - India
- Bukit Makmur.PT - Indonesia
- Kartika Selabumi Mining - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Star Paper Mills Limited - India
- CIMB Investment Bank - Malaysia
- Videocon Industries ltd - India
- Lanco Infratech Ltd - India
- Merrill Lynch Commodities Europe
- Metalloyd Limited - United Kingdom
- Electricity Generating Authority of Thailand
- Essar Steel Hazira Ltd - India
- McConnell Dowell - Australia
- Tata Chemicals Ltd - India
- Bharathi Cement Corporation - India
- Minerals Council of Australia
- PetroVietnam Power Coal Import and Supply Company
- Kalimantan Lumbung Energi - Indonesia
- Chamber of Mines of South Africa
- Commonwealth Bank - Australia
- Indonesian Coal Mining Association
- Dalmia Cement Bharat India
- Manunggal Multi Energi - Indonesia
- ICICI Bank Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Orica Mining Services - Indonesia
- Larsen & Toubro Limited - India
- Salva Resources Pvt Ltd - India
- Standard Chartered Bank - UAE
- Indian Energy Exchange, India
- Bhoruka Overseas - Indonesia
- Bangladesh Power Developement Board
- Rio Tinto Coal - Australia
- Ceylon Electricity Board - Sri Lanka
- Power Finance Corporation Ltd., India
- Parliament of New Zealand
- Energy Development Corp, Philippines
- San Jose City I Power Corp, Philippines
- Jaiprakash Power Ventures ltd
- Renaissance Capital - South Africa
- Marubeni Corporation - India
- Africa Commodities Group - South Africa
- Oldendorff Carriers - Singapore
- Globalindo Alam Lestari - Indonesia
- Tamil Nadu electricity Board
- Central Java Power - Indonesia
- Global Green Power PLC Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Agrawal Coal Company - India
- Kohat Cement Company Ltd. - Pakistan
- Bank of Tokyo Mitsubishi UFJ Ltd
- Energy Link Ltd, New Zealand
- Romanian Commodities Exchange
- ASAPP Information Group - India
- India Bulls Power Limited - India
- Miang Besar Coal Terminal - Indonesia
- Malabar Cements Ltd - India
- Anglo American - United Kingdom
- Binh Thuan Hamico - Vietnam
- Gujarat Electricity Regulatory Commission - India
- Australian Commodity Traders Exchange
- Siam City Cement PLC, Thailand
- Bhushan Steel Limited - India
- Pendopo Energi Batubara - Indonesia
- Posco Energy - South Korea
- Vizag Seaport Private Limited - India
- IEA Clean Coal Centre - UK
- Singapore Mercantile Exchange
- Sinarmas Energy and Mining - Indonesia
- Ministry of Finance - Indonesia
- Kideco Jaya Agung - Indonesia
- Eastern Energy - Thailand
- Medco Energi Mining Internasional
- Makarim & Taira - Indonesia
- Cement Manufacturers Association - India
- Deloitte Consulting - India
- Ind-Barath Power Infra Limited - India
- Cigading International Bulk Terminal - Indonesia
- OPG Power Generation Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kobexindo Tractors - Indoneisa
- Neyveli Lignite Corporation Ltd, - India
- Trasteel International SA, Italy
- GVK Power & Infra Limited - India
- Indika Energy - Indonesia
- Latin American Coal - Colombia
- Orica Australia Pty. Ltd.
- Wood Mackenzie - Singapore
- Goldman Sachs - Singapore
- Carbofer General Trading SA - India
- Toyota Tsusho Corporation, Japan
- International Coal Ventures Pvt Ltd - India
- Independent Power Producers Association of India
- Bhatia International Limited - India
- Meenaskhi Energy Private Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Mintek Dendrill Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- PTC India Limited - India
- Port Waratah Coal Services - Australia
- Indogreen Group - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Gujarat Sidhee Cement - India
- Bayan Resources Tbk. - Indonesia
- Riau Bara Harum - Indonesia
- Sindya Power Generating Company Private Ltd
- Asmin Koalindo Tuhup - Indonesia
- Georgia Ports Authority, United States
- SMC Global Power, Philippines
- Parry Sugars Refinery, India
- Samtan Co., Ltd - South Korea
- Ministry of Mines - Canada
- New Zealand Coal & Carbon
- Thiess Contractors Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Maheswari Brothers Coal Limited - India
- LBH Netherlands Bv - Netherlands
- Attock Cement Pakistan Limited
- PowerSource Philippines DevCo
- IHS Mccloskey Coal Group - USA
- Jorong Barutama Greston.PT - Indonesia
- Straits Asia Resources Limited - Singapore
- The University of Queensland
- TeaM Sual Corporation - Philippines
- GMR Energy Limited - India
- Heidelberg Cement - Germany
- Xindia Steels Limited - India
- Ambuja Cements Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Mercator Lines Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- The Treasury - Australian Government
- Antam Resourcindo - Indonesia
- White Energy Company Limited
- SN Aboitiz Power Inc, Philippines
- Australian Coal Association
- Alfred C Toepfer International GmbH - Germany
- Siam City Cement - Thailand
- Edison Trading Spa - Italy
- Holcim Trading Pte Ltd - Singapore
- Chettinad Cement Corporation Ltd - India
- The State Trading Corporation of India Ltd
- Economic Council, Georgia
- GAC Shipping (India) Pvt Ltd
- VISA Power Limited - India
- Sakthi Sugars Limited - India
- Electricity Authority, New Zealand
- Borneo Indobara - Indonesia
- Central Electricity Authority - India
- Savvy Resources Ltd - HongKong
- Simpson Spence & Young - Indonesia
- European Bulk Services B.V. - Netherlands
- Uttam Galva Steels Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Indian Oil Corporation Limited
- Kepco SPC Power Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- Interocean Group of Companies - India
- Eastern Coal Council - USA
- South Luzon Thermal Energy Corporation
- Aboitiz Power Corporation - Philippines
- CNBM International Corporation - China
- Bukit Baiduri Energy - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Barasentosa Lestari - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Altura Mining Limited, Indonesia
- Sarangani Energy Corporation, Philippines
- Banpu Public Company Limited - Thailand
- Thai Mozambique Logistica
- Rashtriya Ispat Nigam Limited - India
- Price Waterhouse Coopers - Russia
- Directorate General of MIneral and Coal - Indonesia
- Wilmar Investment Holdings
- Krishnapatnam Port Company Ltd. - India
- Kaltim Prima Coal - Indonesia
- SMG Consultants - Indonesia
- Directorate Of Revenue Intelligence - India
- Vedanta Resources Plc - India
- Iligan Light & Power Inc, Philippines
- Coalindo Energy - Indonesia
- Ministry of Transport, Egypt
- Petrochimia International Co. Ltd.- Taiwan
- Karbindo Abesyapradhi - Indoneisa
- Timah Investasi Mineral - Indoneisa
- Therma Luzon, Inc, Philippines
- Planning Commission, India
- Sree Jayajothi Cements Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Meralco Power Generation, Philippines
- London Commodity Brokers - England
- GN Power Mariveles Coal Plant, Philippines
- Semirara Mining Corp, Philippines
- MS Steel International - UAE
- PNOC Exploration Corporation - Philippines
- Sojitz Corporation - Japan
- Coal and Oil Company - UAE
- Petron Corporation, Philippines
- Aditya Birla Group - India
- Maharashtra Electricity Regulatory Commission - India
- Coastal Gujarat Power Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sical Logistics Limited - India
- Billiton Holdings Pty Ltd - Australia
- Global Business Power Corporation, Philippines
- Kumho Petrochemical, South Korea
- Bulk Trading Sa - Switzerland
- Intertek Mineral Services - Indonesia
- Baramulti Group, Indonesia
- Madhucon Powers Ltd - India
- Grasim Industreis Ltd - India
- Mercuria Energy - Indonesia
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