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