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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, 25 March 20
MARKET INSIGHT - INTERMODAL
There is no doubt that the Covid-19 pandemic crisis is a world-shattering event that will change the world as we know it. Societies are facing chal ...
Wednesday, 25 March 20
INDONESIA TO CANCEL RULES REQUIRING DOMESTIC SHIPS FOR COAL, PALM EXPORTS : REFINITIV
Indonesia's government will revoke rules requiring exporters of coal and palm oil to use domestic shipping companies for shipments, Coordinatin ...
Wednesday, 25 March 20
JAN-FEB 2020, INDONESIA SHIPPED 64.5 MLN TONNES OF COAL, UP +3.4% YOY - BANCHERO COSTA
In the 12 months of calendar 2019, Indonesia exported 386.4 mln tonnes of coal, according to vessel tracking data from Refinitiv. This represents a ...
Tuesday, 24 March 20
MARKET ANALYSIS - ALLIED
As countries around the world struggle to take back control of the ongoing COVID-19 pandemic the global economy shuts down bit by bit, leaving only ...
Tuesday, 24 March 20
THE TRIPLE SHOCK OF CORONAVIRUS IN SHIPPING: WILL IT LAST? - DREWRY
Transport capacity shortages, disruptions to supply chains and inability to plan since late January have been a dangerous combination. But will all ...
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- Mercuria Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- McConnell Dowell - Australia
- Savvy Resources Ltd - HongKong
- Global Coal Blending Company Limited - Australia
- Alfred C Toepfer International GmbH - Germany
- Salva Resources Pvt Ltd - India
- GVK Power & Infra Limited - India
- Trasteel International SA, Italy
- Therma Luzon, Inc, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Bayan Resources Tbk. - Indonesia
- Ministry of Mines - Canada
- Wood Mackenzie - Singapore
- Georgia Ports Authority, United States
- Wilmar Investment Holdings
- MS Steel International - UAE
- Heidelberg Cement - Germany
- GMR Energy Limited - India
- Toyota Tsusho Corporation, Japan
- Australian Commodity Traders Exchange
- SMG Consultants - Indonesia
- Pendopo Energi Batubara - Indonesia
- Mintek Dendrill Indonesia
- Indian Oil Corporation Limited
- Central Java Power - Indonesia
- Renaissance Capital - South Africa
- Neyveli Lignite Corporation Ltd, - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bhatia International Limited - India
- Intertek Mineral Services - Indonesia
- Riau Bara Harum - Indonesia
- Xindia Steels Limited - India
- Coal and Oil Company - UAE
- SMC Global Power, Philippines
- Timah Investasi Mineral - Indoneisa
- Vijayanagar Sugar Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ind-Barath Power Infra Limited - India
- Semirara Mining Corp, Philippines
- India Bulls Power Limited - India
- Maheswari Brothers Coal Limited - India
- Simpson Spence & Young - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Orica Australia Pty. Ltd.
- Makarim & Taira - Indonesia
- Baramulti Group, Indonesia
- Mjunction Services Limited - India
- Eastern Coal Council - USA
- GAC Shipping (India) Pvt Ltd
- VISA Power Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Bukit Baiduri Energy - Indonesia
- Bangladesh Power Developement Board
- South Luzon Thermal Energy Corporation
- Australian Coal Association
- Electricity Generating Authority of Thailand
- Latin American Coal - Colombia
- GN Power Mariveles Coal Plant, Philippines
- Madhucon Powers Ltd - India
- ICICI Bank Limited - India
- Meenaskhi Energy Private Limited - India
- Essar Steel Hazira Ltd - India
- Formosa Plastics Group - Taiwan
- Antam Resourcindo - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indian Energy Exchange, India
- Anglo American - United Kingdom
- Banpu Public Company Limited - Thailand
- Independent Power Producers Association of India
- Bhushan Steel Limited - India
- Rio Tinto Coal - Australia
- Economic Council, Georgia
- Planning Commission, India
- Aditya Birla Group - India
- Globalindo Alam Lestari - Indonesia
- Carbofer General Trading SA - India
- London Commodity Brokers - England
- Directorate General of MIneral and Coal - Indonesia
- Gujarat Sidhee Cement - India
- Electricity Authority, New Zealand
- Kapuas Tunggal Persada - Indonesia
- Tamil Nadu electricity Board
- Parliament of New Zealand
- LBH Netherlands Bv - Netherlands
- International Coal Ventures Pvt Ltd - India
- IEA Clean Coal Centre - UK
- The University of Queensland
- Sree Jayajothi Cements Limited - India
- Ministry of Finance - Indonesia
- Star Paper Mills Limited - India
- Oldendorff Carriers - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- Manunggal Multi Energi - Indonesia
- Samtan Co., Ltd - South Korea
- Indo Tambangraya Megah - Indonesia
- Energy Development Corp, Philippines
- SN Aboitiz Power Inc, Philippines
- ASAPP Information Group - India
- Malabar Cements Ltd - India
- Kobexindo Tractors - Indoneisa
- Chamber of Mines of South Africa
- Altura Mining Limited, Indonesia
- Kepco SPC Power Corporation, Philippines
- Energy Link Ltd, New Zealand
- Merrill Lynch Commodities Europe
- Krishnapatnam Port Company Ltd. - India
- Standard Chartered Bank - UAE
- Indonesian Coal Mining Association
- The Treasury - Australian Government
- Sakthi Sugars Limited - India
- Eastern Energy - Thailand
- Jindal Steel & Power Ltd - India
- Dalmia Cement Bharat India
- Leighton Contractors Pty Ltd - Australia
- Holcim Trading Pte Ltd - Singapore
- CNBM International Corporation - China
- Rashtriya Ispat Nigam Limited - India
- Indika Energy - Indonesia
- Global Business Power Corporation, Philippines
- Mercator Lines Limited - India
- Attock Cement Pakistan Limited
- Pipit Mutiara Jaya. PT, Indonesia
- Medco Energi Mining Internasional
- White Energy Company Limited
- Vedanta Resources Plc - India
- Iligan Light & Power Inc, Philippines
- Africa Commodities Group - South Africa
- San Jose City I Power Corp, Philippines
- Lanco Infratech Ltd - India
- Meralco Power Generation, Philippines
- IHS Mccloskey Coal Group - USA
- Deloitte Consulting - India
- PetroVietnam Power Coal Import and Supply Company
- Coalindo Energy - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Kideco Jaya Agung - Indonesia
- Aboitiz Power Corporation - Philippines
- CIMB Investment Bank - Malaysia
- Tata Chemicals Ltd - India
- Kaltim Prima Coal - Indonesia
- Bulk Trading Sa - Switzerland
- Sical Logistics Limited - India
- Kumho Petrochemical, South Korea
- Cement Manufacturers Association - India
- Grasim Industreis Ltd - India
- Uttam Galva Steels Limited - India
- Kartika Selabumi Mining - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Thiess Contractors Indonesia
- Straits Asia Resources Limited - Singapore
- Thai Mozambique Logistica
- PTC India Limited - India
- Power Finance Corporation Ltd., India
- Central Electricity Authority - India
- Agrawal Coal Company - India
- Directorate Of Revenue Intelligence - India
- Siam City Cement PLC, Thailand
- The State Trading Corporation of India Ltd
- Sarangani Energy Corporation, Philippines
- PowerSource Philippines DevCo
- Billiton Holdings Pty Ltd - Australia
- Orica Mining Services - Indonesia
- Minerals Council of Australia
- Romanian Commodities Exchange
- Jorong Barutama Greston.PT - Indonesia
- Jaiprakash Power Ventures ltd
- TNB Fuel Sdn Bhd - Malaysia
- Videocon Industries ltd - India
- Commonwealth Bank - Australia
- Goldman Sachs - Singapore
- Vizag Seaport Private Limited - India
- Parry Sugars Refinery, India
- Coastal Gujarat Power Limited - India
- Gujarat Electricity Regulatory Commission - India
- Petron Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- Barasentosa Lestari - Indonesia
- Edison Trading Spa - Italy
- New Zealand Coal & Carbon
- Ambuja Cements Ltd - India
- Larsen & Toubro Limited - India
- PNOC Exploration Corporation - Philippines
- Maharashtra Electricity Regulatory Commission - India
- Global Green Power PLC Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Price Waterhouse Coopers - Russia
- Sindya Power Generating Company Private Ltd
- Gujarat Mineral Development Corp Ltd - India
- Bukit Makmur.PT - Indonesia
- Port Waratah Coal Services - Australia
- Chettinad Cement Corporation Ltd - India
- Singapore Mercantile Exchange
- Ministry of Transport, Egypt
- OPG Power Generation Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Interocean Group of Companies - India
- Bharathi Cement Corporation - India
- Marubeni Corporation - India
- Bahari Cakrawala Sebuku - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Karbindo Abesyapradhi - Indoneisa
- Borneo Indobara - Indonesia
- Binh Thuan Hamico - Vietnam
- Bhoruka Overseas - Indonesia
- Indogreen Group - Indonesia
- Sojitz Corporation - Japan
- Metalloyd Limited - United Kingdom
- Siam City Cement - Thailand
- TeaM Sual Corporation - Philippines
- Posco Energy - South Korea
- Ceylon Electricity Board - Sri Lanka
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