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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, 26 February 20
AS ALL OF THE GLOBAL COAL GIANTS EXIT SOUTH AFRICA, ESKOM TO DEPEND ON TWO MINERS FOR 70% OF ITS SUPPLY - BUSINESS INSIDER
While some of its politicians continue to imagine that coal has a future in South Africa, two key developments from the real world show that securi ...
Tuesday, 25 February 20
DELTA DUNIA MAKMUR REGISTERED A NET PROFIT OF US$20 MILLION FOR FY 2019
PT Delta Dunia Makmur, one of the largest coal mining company in Indonesia, has recorded an US$882 million revenue for FY 2019, 1% lower compared t ...
Tuesday, 25 February 20
SHIPPING UPDATE - ALLIED
The positive feeling and optimism for a fresh rally during the first few months of 2020 that prevailed in the tanker markets during the final quart ...
Monday, 24 February 20
COULD SOME VLSFO FUELS BE BANNED? - GIBSON
The run up to the implementation of the new IMO rules on marine fuels from1st January 2020 had owners and charterers analysing the vari ...
Monday, 24 February 20
CHINA SAYS MAJOR COAL FIRMS RESTORE 95% OF PRODUCTION CAPACITY - REUTERS
China’s coal companies controlled by the central government have resumed operations and are back at more than 95% of their capacity, an offic ...
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Showing 1106 to 1110 news of total 6871 |
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- Metalloyd Limited - United Kingdom
- Borneo Indobara - Indonesia
- Bhushan Steel Limited - India
- Bangladesh Power Developement Board
- Bhoruka Overseas - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Global Coal Blending Company Limited - Australia
- The University of Queensland
- The State Trading Corporation of India Ltd
- SN Aboitiz Power Inc, Philippines
- Siam City Cement PLC, Thailand
- Riau Bara Harum - Indonesia
- Aboitiz Power Corporation - Philippines
- Sarangani Energy Corporation, Philippines
- The Treasury - Australian Government
- Energy Development Corp, Philippines
- Romanian Commodities Exchange
- Eastern Energy - Thailand
- Asmin Koalindo Tuhup - Indonesia
- Malabar Cements Ltd - India
- Commonwealth Bank - Australia
- Karbindo Abesyapradhi - Indoneisa
- Offshore Bulk Terminal Pte Ltd, Singapore
- White Energy Company Limited
- Makarim & Taira - Indonesia
- Indogreen Group - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Bayan Resources Tbk. - Indonesia
- Kumho Petrochemical, South Korea
- Renaissance Capital - South Africa
- Bukit Asam (Persero) Tbk - Indonesia
- Chamber of Mines of South Africa
- Videocon Industries ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Baramulti Group, Indonesia
- Iligan Light & Power Inc, Philippines
- Siam City Cement - Thailand
- PTC India Limited - India
- Kideco Jaya Agung - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Kartika Selabumi Mining - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Globalindo Alam Lestari - Indonesia
- Gujarat Sidhee Cement - India
- Minerals Council of Australia
- Gujarat Electricity Regulatory Commission - India
- Pipit Mutiara Jaya. PT, Indonesia
- Dalmia Cement Bharat India
- Singapore Mercantile Exchange
- AsiaOL BioFuels Corp., Philippines
- Mintek Dendrill Indonesia
- Jindal Steel & Power Ltd - India
- Ministry of Finance - Indonesia
- Georgia Ports Authority, United States
- Australian Commodity Traders Exchange
- Cement Manufacturers Association - India
- Larsen & Toubro Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Indonesian Coal Mining Association
- New Zealand Coal & Carbon
- Intertek Mineral Services - Indonesia
- Electricity Authority, New Zealand
- Vedanta Resources Plc - India
- Star Paper Mills Limited - India
- Savvy Resources Ltd - HongKong
- South Luzon Thermal Energy Corporation
- Merrill Lynch Commodities Europe
- Timah Investasi Mineral - Indoneisa
- Alfred C Toepfer International GmbH - Germany
- Bulk Trading Sa - Switzerland
- Indian Energy Exchange, India
- Ind-Barath Power Infra Limited - India
- Holcim Trading Pte Ltd - Singapore
- SMC Global Power, Philippines
- Grasim Industreis Ltd - India
- GMR Energy Limited - India
- GAC Shipping (India) Pvt Ltd
- Mercuria Energy - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kapuas Tunggal Persada - Indonesia
- Chettinad Cement Corporation Ltd - India
- Deloitte Consulting - India
- TNB Fuel Sdn Bhd - Malaysia
- Bhatia International Limited - India
- Ministry of Mines - Canada
- Ambuja Cements Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Meenaskhi Energy Private Limited - India
- Sindya Power Generating Company Private Ltd
- Sakthi Sugars Limited - India
- Miang Besar Coal Terminal - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- Billiton Holdings Pty Ltd - Australia
- PowerSource Philippines DevCo
- Power Finance Corporation Ltd., India
- Karaikal Port Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- Kohat Cement Company Ltd. - Pakistan
- Kaltim Prima Coal - Indonesia
- LBH Netherlands Bv - Netherlands
- Bank of Tokyo Mitsubishi UFJ Ltd
- Altura Mining Limited, Indonesia
- London Commodity Brokers - England
- Petrochimia International Co. Ltd.- Taiwan
- Coal and Oil Company - UAE
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Heidelberg Cement - Germany
- Ministry of Transport, Egypt
- Jorong Barutama Greston.PT - Indonesia
- Essar Steel Hazira Ltd - India
- TeaM Sual Corporation - Philippines
- Goldman Sachs - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bukit Baiduri Energy - Indonesia
- Directorate Of Revenue Intelligence - India
- ICICI Bank Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Leighton Contractors Pty Ltd - Australia
- San Jose City I Power Corp, Philippines
- Edison Trading Spa - Italy
- PNOC Exploration Corporation - Philippines
- Indian Oil Corporation Limited
- Australian Coal Association
- Kobexindo Tractors - Indoneisa
- Africa Commodities Group - South Africa
- India Bulls Power Limited - India
- Posco Energy - South Korea
- Sree Jayajothi Cements Limited - India
- Kepco SPC Power Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Pendopo Energi Batubara - Indonesia
- Energy Link Ltd, New Zealand
- Independent Power Producers Association of India
- Antam Resourcindo - Indonesia
- Global Business Power Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Planning Commission, India
- Parry Sugars Refinery, India
- Toyota Tsusho Corporation, Japan
- Standard Chartered Bank - UAE
- Tamil Nadu electricity Board
- Marubeni Corporation - India
- Sojitz Corporation - Japan
- McConnell Dowell - Australia
- Tata Chemicals Ltd - India
- Bukit Makmur.PT - Indonesia
- Samtan Co., Ltd - South Korea
- Economic Council, Georgia
- Thiess Contractors Indonesia
- Semirara Mining Corp, Philippines
- Trasteel International SA, Italy
- Attock Cement Pakistan Limited
- Barasentosa Lestari - Indonesia
- Interocean Group of Companies - India
- Coastal Gujarat Power Limited - India
- Aditya Birla Group - India
- IEA Clean Coal Centre - UK
- Uttam Galva Steels Limited - India
- Latin American Coal - Colombia
- Binh Thuan Hamico - Vietnam
- Electricity Generating Authority of Thailand
- Price Waterhouse Coopers - Russia
- GVK Power & Infra Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Madhucon Powers Ltd - India
- Indo Tambangraya Megah - Indonesia
- MS Steel International - UAE
- Salva Resources Pvt Ltd - India
- Wood Mackenzie - Singapore
- CIMB Investment Bank - Malaysia
- Banpu Public Company Limited - Thailand
- Maheswari Brothers Coal Limited - India
- Vizag Seaport Private Limited - India
- Mercator Lines Limited - India
- ASAPP Information Group - India
- Central Electricity Authority - India
- Parliament of New Zealand
- GN Power Mariveles Coal Plant, Philippines
- Global Green Power PLC Corporation, Philippines
- Jaiprakash Power Ventures ltd
- Formosa Plastics Group - Taiwan
- Agrawal Coal Company - India
- Vijayanagar Sugar Pvt Ltd - India
- VISA Power Limited - India
- Coalindo Energy - Indonesia
- Anglo American - United Kingdom
- Carbofer General Trading SA - India
- Meralco Power Generation, Philippines
- SMG Consultants - Indonesia
- Xindia Steels Limited - India
- Sical Logistics Limited - India
- Rio Tinto Coal - Australia
- Central Java Power - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Simpson Spence & Young - Indonesia
- Thai Mozambique Logistica
- Port Waratah Coal Services - Australia
- Medco Energi Mining Internasional
- Mjunction Services Limited - India
- Oldendorff Carriers - Singapore
- Petron Corporation, Philippines
- Lanco Infratech Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Orica Mining Services - Indonesia
- Therma Luzon, Inc, Philippines
- Eastern Coal Council - USA
- OPG Power Generation Pvt Ltd - India
- Wilmar Investment Holdings
- Bharathi Cement Corporation - India
- IHS Mccloskey Coal Group - USA
- CNBM International Corporation - China
- Indika Energy - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Orica Australia Pty. Ltd.
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