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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, 17 April 20
OPEC BRACES FOR OIL MARKET'S "HISTORIC SHOCK"
OPEC released its much anticipated April monthly report.
Crude Oil Price Movements
Crude oil prices collapsed in March 2020, rec ...
Friday, 17 April 20
SAUDI ARABIA'S MAY 2020 OSPS FOR CRUDE EXPORTS BODE WELL FOR ASIAN REFINERS - WOOD MACKENZIE
On 13 April, Saudi Arabia announced the Official Selling Prices (OSPs) for its May crude oil exports. The new OSPs speak volumes about Saudi Arabia ...
Friday, 17 April 20
SEABORNE COAL PRICES UNDER PRESSURE AS DEMAND SOFTENS IN CHINA, INDIA - CLYDE RUSSELL
Worrying signs are emerging for coal exporters to the world’s biggest markets in Asia, as top buyers China and India move to favour domestic ...
Thursday, 16 April 20
THERMAL POWER SECTOR FACES BLEAK SCENARIO POST-COVID SITUATION - THE HINDU BUSINESS LINE
The centre should take a fresh look at coal-energy value chain as the sector tops the chart on loan defaults.
Covid-19 may have serv ...
Thursday, 16 April 20
CHINA'S BENCHMARK POWER COAL PRICE FALLS 5 YUAN PER TONNE - XINHUA
China’s benchmark power coal price fell by 5 yuan (about 70 U.S. cents) per tonne during the past week.
The Bohai-Rim Steam-Co ...
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Showing 1011 to 1015 news of total 6871 |
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- Minerals Council of Australia
- Meralco Power Generation, Philippines
- Kumho Petrochemical, South Korea
- GVK Power & Infra Limited - India
- Simpson Spence & Young - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Aditya Birla Group - India
- Indian Energy Exchange, India
- Attock Cement Pakistan Limited
- Mintek Dendrill Indonesia
- Tamil Nadu electricity Board
- European Bulk Services B.V. - Netherlands
- Sojitz Corporation - Japan
- Coastal Gujarat Power Limited - India
- Miang Besar Coal Terminal - Indonesia
- Port Waratah Coal Services - Australia
- Iligan Light & Power Inc, Philippines
- Siam City Cement PLC, Thailand
- Wood Mackenzie - Singapore
- Kideco Jaya Agung - Indonesia
- Rio Tinto Coal - Australia
- Energy Development Corp, Philippines
- Grasim Industreis Ltd - India
- CIMB Investment Bank - Malaysia
- Timah Investasi Mineral - Indoneisa
- Salva Resources Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- Makarim & Taira - Indonesia
- Global Coal Blending Company Limited - Australia
- Bukit Baiduri Energy - Indonesia
- Pendopo Energi Batubara - Indonesia
- Edison Trading Spa - Italy
- Latin American Coal - Colombia
- Central Electricity Authority - India
- Antam Resourcindo - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Sical Logistics Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Gujarat Sidhee Cement - India
- Planning Commission, India
- SMC Global Power, Philippines
- Coal and Oil Company - UAE
- Gujarat Electricity Regulatory Commission - India
- Bangladesh Power Developement Board
- Ministry of Finance - Indonesia
- Parry Sugars Refinery, India
- Ind-Barath Power Infra Limited - India
- Kapuas Tunggal Persada - Indonesia
- Bhoruka Overseas - Indonesia
- Altura Mining Limited, Indonesia
- AsiaOL BioFuels Corp., Philippines
- Xindia Steels Limited - India
- Petron Corporation, Philippines
- Heidelberg Cement - Germany
- Merrill Lynch Commodities Europe
- Maharashtra Electricity Regulatory Commission - India
- Karaikal Port Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- IHS Mccloskey Coal Group - USA
- PetroVietnam Power Coal Import and Supply Company
- India Bulls Power Limited - India
- White Energy Company Limited
- Eastern Coal Council - USA
- PNOC Exploration Corporation - Philippines
- Kaltim Prima Coal - Indonesia
- Dalmia Cement Bharat India
- Bank of Tokyo Mitsubishi UFJ Ltd
- CNBM International Corporation - China
- Bhushan Steel Limited - India
- Chamber of Mines of South Africa
- McConnell Dowell - Australia
- Vizag Seaport Private Limited - India
- Krishnapatnam Port Company Ltd. - India
- Cigading International Bulk Terminal - Indonesia
- Global Green Power PLC Corporation, Philippines
- Jaiprakash Power Ventures ltd
- Deloitte Consulting - India
- Rashtriya Ispat Nigam Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Malabar Cements Ltd - India
- Intertek Mineral Services - Indonesia
- Mjunction Services Limited - India
- Vedanta Resources Plc - India
- Electricity Generating Authority of Thailand
- Madhucon Powers Ltd - India
- Ministry of Mines - Canada
- Ceylon Electricity Board - Sri Lanka
- Ambuja Cements Ltd - India
- Essar Steel Hazira Ltd - India
- Bulk Trading Sa - Switzerland
- Carbofer General Trading SA - India
- Petrochimia International Co. Ltd.- Taiwan
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Central Java Power - Indonesia
- Agrawal Coal Company - India
- Semirara Mining Corp, Philippines
- Sree Jayajothi Cements Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Eastern Energy - Thailand
- Holcim Trading Pte Ltd - Singapore
- Standard Chartered Bank - UAE
- Mercator Lines Limited - India
- Neyveli Lignite Corporation Ltd, - India
- London Commodity Brokers - England
- Tata Chemicals Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Goldman Sachs - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Directorate Of Revenue Intelligence - India
- Chettinad Cement Corporation Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Electricity Authority, New Zealand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Baramulti Group, Indonesia
- Indika Energy - Indonesia
- Africa Commodities Group - South Africa
- Cement Manufacturers Association - India
- South Luzon Thermal Energy Corporation
- Commonwealth Bank - Australia
- Renaissance Capital - South Africa
- Bayan Resources Tbk. - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Marubeni Corporation - India
- Riau Bara Harum - Indonesia
- PTC India Limited - India
- Binh Thuan Hamico - Vietnam
- Billiton Holdings Pty Ltd - Australia
- Price Waterhouse Coopers - Russia
- Orica Mining Services - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Videocon Industries ltd - India
- Bukit Makmur.PT - Indonesia
- Global Business Power Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Australian Coal Association
- Indonesian Coal Mining Association
- Bhatia International Limited - India
- Lanco Infratech Ltd - India
- International Coal Ventures Pvt Ltd - India
- Coalindo Energy - Indonesia
- Therma Luzon, Inc, Philippines
- Indogreen Group - Indonesia
- LBH Netherlands Bv - Netherlands
- Sindya Power Generating Company Private Ltd
- SMG Consultants - Indonesia
- Orica Australia Pty. Ltd.
- The University of Queensland
- Toyota Tsusho Corporation, Japan
- New Zealand Coal & Carbon
- Romanian Commodities Exchange
- Power Finance Corporation Ltd., India
- OPG Power Generation Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- ICICI Bank Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Mercuria Energy - Indonesia
- Uttam Galva Steels Limited - India
- IEA Clean Coal Centre - UK
- Parliament of New Zealand
- Trasteel International SA, Italy
- Straits Asia Resources Limited - Singapore
- Australian Commodity Traders Exchange
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indian Oil Corporation Limited
- Meenaskhi Energy Private Limited - India
- Aboitiz Power Corporation - Philippines
- MS Steel International - UAE
- Globalindo Alam Lestari - Indonesia
- Indo Tambangraya Megah - Indonesia
- San Jose City I Power Corp, Philippines
- Thai Mozambique Logistica
- Medco Energi Mining Internasional
- SN Aboitiz Power Inc, Philippines
- PowerSource Philippines DevCo
- Star Paper Mills Limited - India
- Posco Energy - South Korea
- Barasentosa Lestari - Indonesia
- Banpu Public Company Limited - Thailand
- Maheswari Brothers Coal Limited - India
- VISA Power Limited - India
- Economic Council, Georgia
- Samtan Co., Ltd - South Korea
- Kohat Cement Company Ltd. - Pakistan
- Independent Power Producers Association of India
- GN Power Mariveles Coal Plant, Philippines
- The Treasury - Australian Government
- Ministry of Transport, Egypt
- Asmin Koalindo Tuhup - Indonesia
- Savvy Resources Ltd - HongKong
- Metalloyd Limited - United Kingdom
- Manunggal Multi Energi - Indonesia
- Wilmar Investment Holdings
- Energy Link Ltd, New Zealand
- Larsen & Toubro Limited - India
- TeaM Sual Corporation - Philippines
- Oldendorff Carriers - Singapore
- ASAPP Information Group - India
- Bharathi Cement Corporation - India
- Sinarmas Energy and Mining - Indonesia
- Singapore Mercantile Exchange
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- The State Trading Corporation of India Ltd
- Siam City Cement - Thailand
- Georgia Ports Authority, United States
- Kartika Selabumi Mining - Indonesia
- GAC Shipping (India) Pvt Ltd
- Sarangani Energy Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Sakthi Sugars Limited - India
- Formosa Plastics Group - Taiwan
- GMR Energy Limited - India
- Anglo American - United Kingdom
- Thiess Contractors Indonesia
- Kepco SPC Power Corporation, Philippines
- Interocean Group of Companies - India
- Borneo Indobara - Indonesia
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