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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, 11 March 20
SHIPPING MARKET INSIGHT - INTERMODAL
On the 4th of September the Baltic Dry Index marked its highest level for 2019, reaching 2,518 points, while the rest of the dry indices also recor ...
Tuesday, 10 March 20
SHIPPING MARKET ANALYSIS
It might be already overstated, but it seems to be important to point out once again how peculiar the current circumstances are.
Before the st ...
Tuesday, 10 March 20
EIA FORECASTS U.S ELECTRIC POWER SECTOR DEMAND FOR COAL WILL FALL BY 81 MMST (15%) IN 2020
EIA forecasts that U.S. coal production will total 595 million short tons (MMst) in 2020, down 95 MMst (14%) from 2019. According to EIA's Shor ...
Tuesday, 10 March 20
CORONAVIRUS: DEMAND DOWNGRADES FOR BULK COMMODITIES - WOOD MACKENZIE
The coronavirus outbreak is a rapidly evolving news story – and a real wildcard for bulks demand. Our global experts are monitoring the impac ...
Tuesday, 10 March 20
CHINA'S COAL-RICH PROVINCE ENSURES ENERGY SUPPLY AMID EPIDEMIC - XINHUA
China’s coal-rich province of Shanxi has seen more than 500 coal mines resume production in February, which ensured energy supply amid the ou ...
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- Vijayanagar Sugar Pvt Ltd - India
- Eastern Energy - Thailand
- McConnell Dowell - Australia
- Indika Energy - Indonesia
- Standard Chartered Bank - UAE
- Indian Oil Corporation Limited
- Sinarmas Energy and Mining - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Bulk Trading Sa - Switzerland
- White Energy Company Limited
- Mjunction Services Limited - India
- Bhushan Steel Limited - India
- Malabar Cements Ltd - India
- Indonesian Coal Mining Association
- Port Waratah Coal Services - Australia
- Global Green Power PLC Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- Tata Chemicals Ltd - India
- GAC Shipping (India) Pvt Ltd
- Ind-Barath Power Infra Limited - India
- Coal and Oil Company - UAE
- Independent Power Producers Association of India
- Thai Mozambique Logistica
- Sindya Power Generating Company Private Ltd
- Wood Mackenzie - Singapore
- IEA Clean Coal Centre - UK
- Karaikal Port Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- Essar Steel Hazira Ltd - India
- Dalmia Cement Bharat India
- Energy Link Ltd, New Zealand
- Petron Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Kepco SPC Power Corporation, Philippines
- Goldman Sachs - Singapore
- Orica Australia Pty. Ltd.
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Antam Resourcindo - Indonesia
- Bukit Baiduri Energy - Indonesia
- Madhucon Powers Ltd - India
- Makarim & Taira - Indonesia
- GVK Power & Infra Limited - India
- ASAPP Information Group - India
- Siam City Cement PLC, Thailand
- Ceylon Electricity Board - Sri Lanka
- The Treasury - Australian Government
- Energy Development Corp, Philippines
- Commonwealth Bank - Australia
- Formosa Plastics Group - Taiwan
- Attock Cement Pakistan Limited
- TNB Fuel Sdn Bhd - Malaysia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Interocean Group of Companies - India
- VISA Power Limited - India
- Georgia Ports Authority, United States
- Pendopo Energi Batubara - Indonesia
- Meenaskhi Energy Private Limited - India
- Kumho Petrochemical, South Korea
- Pipit Mutiara Jaya. PT, Indonesia
- Central Java Power - Indonesia
- Electricity Generating Authority of Thailand
- Kohat Cement Company Ltd. - Pakistan
- Coalindo Energy - Indonesia
- Kaltim Prima Coal - Indonesia
- Australian Coal Association
- Kartika Selabumi Mining - Indonesia
- Mintek Dendrill Indonesia
- Star Paper Mills Limited - India
- Bukit Makmur.PT - Indonesia
- South Luzon Thermal Energy Corporation
- Maheswari Brothers Coal Limited - India
- Gujarat Electricity Regulatory Commission - India
- IHS Mccloskey Coal Group - USA
- PetroVietnam Power Coal Import and Supply Company
- Ministry of Mines - Canada
- Sical Logistics Limited - India
- Chettinad Cement Corporation Ltd - India
- Coastal Gujarat Power Limited - India
- Siam City Cement - Thailand
- Rio Tinto Coal - Australia
- Petrochimia International Co. Ltd.- Taiwan
- Jindal Steel & Power Ltd - India
- Electricity Authority, New Zealand
- Altura Mining Limited, Indonesia
- Semirara Mining and Power Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Straits Asia Resources Limited - Singapore
- Kapuas Tunggal Persada - Indonesia
- Medco Energi Mining Internasional
- TeaM Sual Corporation - Philippines
- Metalloyd Limited - United Kingdom
- Directorate Of Revenue Intelligence - India
- Wilmar Investment Holdings
- Asmin Koalindo Tuhup - Indonesia
- Marubeni Corporation - India
- Parliament of New Zealand
- PTC India Limited - India
- Anglo American - United Kingdom
- Economic Council, Georgia
- GMR Energy Limited - India
- PowerSource Philippines DevCo
- Barasentosa Lestari - Indonesia
- OPG Power Generation Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Africa Commodities Group - South Africa
- Planning Commission, India
- Ministry of Finance - Indonesia
- Renaissance Capital - South Africa
- Xindia Steels Limited - India
- Eastern Coal Council - USA
- Orica Mining Services - Indonesia
- Toyota Tsusho Corporation, Japan
- Borneo Indobara - Indonesia
- The University of Queensland
- Central Electricity Authority - India
- Grasim Industreis Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Baramulti Group, Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- AsiaOL BioFuels Corp., Philippines
- Latin American Coal - Colombia
- Global Coal Blending Company Limited - Australia
- Price Waterhouse Coopers - Russia
- Karbindo Abesyapradhi - Indoneisa
- Mercuria Energy - Indonesia
- Binh Thuan Hamico - Vietnam
- Edison Trading Spa - Italy
- Thiess Contractors Indonesia
- Romanian Commodities Exchange
- Aditya Birla Group - India
- Global Business Power Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Simpson Spence & Young - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Bhoruka Overseas - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Maharashtra Electricity Regulatory Commission - India
- Sree Jayajothi Cements Limited - India
- Savvy Resources Ltd - HongKong
- Intertek Mineral Services - Indonesia
- India Bulls Power Limited - India
- Larsen & Toubro Limited - India
- Vedanta Resources Plc - India
- Jorong Barutama Greston.PT - Indonesia
- Agrawal Coal Company - India
- Kalimantan Lumbung Energi - Indonesia
- Vizag Seaport Private Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- New Zealand Coal & Carbon
- Directorate General of MIneral and Coal - Indonesia
- Minerals Council of Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Semirara Mining Corp, Philippines
- Meralco Power Generation, Philippines
- ICICI Bank Limited - India
- LBH Netherlands Bv - Netherlands
- Samtan Co., Ltd - South Korea
- Parry Sugars Refinery, India
- Oldendorff Carriers - Singapore
- Heidelberg Cement - Germany
- Globalindo Alam Lestari - Indonesia
- International Coal Ventures Pvt Ltd - India
- Chamber of Mines of South Africa
- Tamil Nadu electricity Board
- SMC Global Power, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Carbofer General Trading SA - India
- Riau Bara Harum - Indonesia
- Kideco Jaya Agung - Indonesia
- Indo Tambangraya Megah - Indonesia
- CNBM International Corporation - China
- London Commodity Brokers - England
- Manunggal Multi Energi - Indonesia
- Gujarat Sidhee Cement - India
- Bharathi Cement Corporation - India
- Bayan Resources Tbk. - Indonesia
- Salva Resources Pvt Ltd - India
- Indian Energy Exchange, India
- Kobexindo Tractors - Indoneisa
- Cement Manufacturers Association - India
- Cigading International Bulk Terminal - Indonesia
- Banpu Public Company Limited - Thailand
- Uttam Galva Steels Limited - India
- Miang Besar Coal Terminal - Indonesia
- Posco Energy - South Korea
- Sarangani Energy Corporation, Philippines
- Videocon Industries ltd - India
- Lanco Infratech Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Trasteel International SA, Italy
- Bangladesh Power Developement Board
- Merrill Lynch Commodities Europe
- Jaiprakash Power Ventures ltd
- Indogreen Group - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Australian Commodity Traders Exchange
- Alfred C Toepfer International GmbH - Germany
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- San Jose City I Power Corp, Philippines
- Sakthi Sugars Limited - India
- Holcim Trading Pte Ltd - Singapore
- SMG Consultants - Indonesia
- Mercator Lines Limited - India
- The State Trading Corporation of India Ltd
- Ministry of Transport, Egypt
- Iligan Light & Power Inc, Philippines
- Therma Luzon, Inc, Philippines
- Ambuja Cements Ltd - India
- Sojitz Corporation - Japan
- Bukit Asam (Persero) Tbk - Indonesia
- MS Steel International - UAE
- PNOC Exploration Corporation - Philippines
- Singapore Mercantile Exchange
- Timah Investasi Mineral - Indoneisa
- Bhatia International Limited - India
- Deloitte Consulting - India
- Power Finance Corporation Ltd., India
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