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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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Sunday, 23 February 20
SHIPPING INDUSTRY FACES $370 MILLION HIT FROM NEW PANAMA CANAL CHARGE - REUTERS
A new “freshwater” charge that came in this month to help the Panama Canal cope with climate change will cost the shipping industry up ...
Sunday, 23 February 20
A 57,000DWT SHIP FIXING DELIVERY SOUTH KALIMANTAN TRIP, REDELIVERY CJK, AT $7,600 - BALTIC BRIEFING
Capesize
The Capesize market found little to cheer about this week as it again endured remarkable lows. The Atlantic continued to improve, with ...
Saturday, 22 February 20
THE SURPRISING MOVE IN MARINE FUEL SPREADS - ING
Middle distillates tank
One of the biggest surprises since the implementation of new International Maritime Organization (IMO) sulphur regulati ...
Friday, 21 February 20
CAPE: AVERAGE NOMINAL DAILY EARNINGS STILL ADMITTEDLY UNCHANGED W-O-W AT BELOW US$3000 - FEARNLEYS
CAPE
The worst may just about be over for the big ships. Average nominal daily earnings still admittedly unchanged w-o-w at below US$3k, but sent ...
Friday, 21 February 20
INDIA: POTENTIAL INVESTORS SEEK MORE CLARITY ON COMMERCIAL COAL MINING NORMS - FINANCIAL EXPRESS
Potential private investors have sought more clarity on the pricing mechanism proposed for the much-anticipated auction for commercial coal mining. ...
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- MS Steel International - UAE
- Aboitiz Power Corporation - Philippines
- Energy Link Ltd, New Zealand
- Star Paper Mills Limited - India
- Sinarmas Energy and Mining - Indonesia
- GAC Shipping (India) Pvt Ltd
- Gujarat Electricity Regulatory Commission - India
- Bharathi Cement Corporation - India
- CNBM International Corporation - China
- Videocon Industries ltd - India
- Latin American Coal - Colombia
- Bukit Baiduri Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- Mercator Lines Limited - India
- Wood Mackenzie - Singapore
- Binh Thuan Hamico - Vietnam
- Global Green Power PLC Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Planning Commission, India
- Indian Energy Exchange, India
- Mjunction Services Limited - India
- Vedanta Resources Plc - India
- Sakthi Sugars Limited - India
- Larsen & Toubro Limited - India
- CIMB Investment Bank - Malaysia
- Neyveli Lignite Corporation Ltd, - India
- Savvy Resources Ltd - HongKong
- Malabar Cements Ltd - India
- Renaissance Capital - South Africa
- Uttam Galva Steels Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Wilmar Investment Holdings
- Posco Energy - South Korea
- Meenaskhi Energy Private Limited - India
- Chettinad Cement Corporation Ltd - India
- Kumho Petrochemical, South Korea
- Intertek Mineral Services - Indonesia
- Kaltim Prima Coal - Indonesia
- Coal and Oil Company - UAE
- London Commodity Brokers - England
- Sree Jayajothi Cements Limited - India
- Indo Tambangraya Megah - Indonesia
- GMR Energy Limited - India
- Medco Energi Mining Internasional
- Timah Investasi Mineral - Indoneisa
- AsiaOL BioFuels Corp., Philippines
- Madhucon Powers Ltd - India
- PowerSource Philippines DevCo
- Marubeni Corporation - India
- Kideco Jaya Agung - Indonesia
- Thiess Contractors Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Dalmia Cement Bharat India
- TNB Fuel Sdn Bhd - Malaysia
- Indian Oil Corporation Limited
- Tamil Nadu electricity Board
- Rio Tinto Coal - Australia
- Billiton Holdings Pty Ltd - Australia
- White Energy Company Limited
- Sical Logistics Limited - India
- Tata Chemicals Ltd - India
- The University of Queensland
- SN Aboitiz Power Inc, Philippines
- SMG Consultants - Indonesia
- Eastern Coal Council - USA
- Indogreen Group - Indonesia
- Toyota Tsusho Corporation, Japan
- Edison Trading Spa - Italy
- Kalimantan Lumbung Energi - Indonesia
- Xindia Steels Limited - India
- ICICI Bank Limited - India
- Global Business Power Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Electricity Authority, New Zealand
- Chamber of Mines of South Africa
- Formosa Plastics Group - Taiwan
- Thai Mozambique Logistica
- Attock Cement Pakistan Limited
- Ind-Barath Power Infra Limited - India
- Heidelberg Cement - Germany
- TeaM Sual Corporation - Philippines
- International Coal Ventures Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Standard Chartered Bank - UAE
- Banpu Public Company Limited - Thailand
- Port Waratah Coal Services - Australia
- Meralco Power Generation, Philippines
- Energy Development Corp, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Petron Corporation, Philippines
- Semirara Mining Corp, Philippines
- Orica Mining Services - Indonesia
- South Luzon Thermal Energy Corporation
- Anglo American - United Kingdom
- European Bulk Services B.V. - Netherlands
- PetroVietnam Power Coal Import and Supply Company
- Ministry of Finance - Indonesia
- Jaiprakash Power Ventures ltd
- Therma Luzon, Inc, Philippines
- Altura Mining Limited, Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Power Finance Corporation Ltd., India
- Semirara Mining and Power Corporation, Philippines
- Vizag Seaport Private Limited - India
- Agrawal Coal Company - India
- Bukit Makmur.PT - Indonesia
- Essar Steel Hazira Ltd - India
- Kepco SPC Power Corporation, Philippines
- Riau Bara Harum - Indonesia
- Global Coal Blending Company Limited - Australia
- Economic Council, Georgia
- Pipit Mutiara Jaya. PT, Indonesia
- Parry Sugars Refinery, India
- Alfred C Toepfer International GmbH - Germany
- Coastal Gujarat Power Limited - India
- Iligan Light & Power Inc, Philippines
- Kobexindo Tractors - Indoneisa
- OPG Power Generation Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Globalindo Alam Lestari - Indonesia
- Bhoruka Overseas - Indonesia
- Coalindo Energy - Indonesia
- Carbofer General Trading SA - India
- India Bulls Power Limited - India
- Pendopo Energi Batubara - Indonesia
- Lanco Infratech Ltd - India
- Sarangani Energy Corporation, Philippines
- GVK Power & Infra Limited - India
- Indika Energy - Indonesia
- Aditya Birla Group - India
- LBH Netherlands Bv - Netherlands
- SMC Global Power, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Mercuria Energy - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Sindya Power Generating Company Private Ltd
- Electricity Generating Authority of Thailand
- Baramulti Group, Indonesia
- Simpson Spence & Young - Indonesia
- IEA Clean Coal Centre - UK
- Makarim & Taira - Indonesia
- Central Electricity Authority - India
- Ministry of Mines - Canada
- Ministry of Transport, Egypt
- Eastern Energy - Thailand
- Manunggal Multi Energi - Indonesia
- Sojitz Corporation - Japan
- Deloitte Consulting - India
- Samtan Co., Ltd - South Korea
- The State Trading Corporation of India Ltd
- Kartika Selabumi Mining - Indonesia
- Interocean Group of Companies - India
- Oldendorff Carriers - Singapore
- Karaikal Port Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Goldman Sachs - Singapore
- Bhushan Steel Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Romanian Commodities Exchange
- Holcim Trading Pte Ltd - Singapore
- Rashtriya Ispat Nigam Limited - India
- Bhatia International Limited - India
- ASAPP Information Group - India
- Kohat Cement Company Ltd. - Pakistan
- Orica Australia Pty. Ltd.
- Bahari Cakrawala Sebuku - Indonesia
- Grasim Industreis Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Krishnapatnam Port Company Ltd. - India
- New Zealand Coal & Carbon
- Bayan Resources Tbk. - Indonesia
- Australian Commodity Traders Exchange
- PTC India Limited - India
- IHS Mccloskey Coal Group - USA
- Maharashtra Electricity Regulatory Commission - India
- Barasentosa Lestari - Indonesia
- McConnell Dowell - Australia
- Metalloyd Limited - United Kingdom
- Leighton Contractors Pty Ltd - Australia
- Straits Asia Resources Limited - Singapore
- Indonesian Coal Mining Association
- Trasteel International SA, Italy
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Mintek Dendrill Indonesia
- Gujarat Sidhee Cement - India
- Jindal Steel & Power Ltd - India
- Parliament of New Zealand
- Africa Commodities Group - South Africa
- Directorate Of Revenue Intelligence - India
- Independent Power Producers Association of India
- Jorong Barutama Greston.PT - Indonesia
- PNOC Exploration Corporation - Philippines
- Borneo Indobara - Indonesia
- Georgia Ports Authority, United States
- Singapore Mercantile Exchange
- Central Java Power - Indonesia
- Miang Besar Coal Terminal - Indonesia
- VISA Power Limited - India
- Cigading International Bulk Terminal - Indonesia
- Ambuja Cements Ltd - India
- Australian Coal Association
- Cement Manufacturers Association - India
- Ceylon Electricity Board - Sri Lanka
- The Treasury - Australian Government
- Bulk Trading Sa - Switzerland
- Siam City Cement - Thailand
- Antam Resourcindo - Indonesia
- Merrill Lynch Commodities Europe
- Commonwealth Bank - Australia
- Karbindo Abesyapradhi - Indoneisa
- Bank of Tokyo Mitsubishi UFJ Ltd
- San Jose City I Power Corp, Philippines
- Minerals Council of Australia
- GN Power Mariveles Coal Plant, Philippines
- Bangladesh Power Developement Board
- Offshore Bulk Terminal Pte Ltd, Singapore
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