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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, 19 February 20
AS OCEAN TEMPERATURES RISE, SHIPOWNERS LOOK FOR WAYS TO COPE - WARTSILA
The world is heating up, and its oceans are no exception. According to the International Panel on Climate Change (IPCC), the oceans absorb the majo ...
Wednesday, 19 February 20
MARKET INSIGHT - INTERMODAL
The coronavirus outbreak is estimated to negatively affect global economy by at least EUR400bn this year, representing around the 0.4% of global GD ...
Tuesday, 18 February 20
WEEKLY MARKET ANALYSIS - ALLIED
Under such poorly performing market circumstances, many usually take the historical approach, in order to better understand and further analyze the ...
Tuesday, 18 February 20
ADARO SHIPPED 27 PERCENT OF ITS TOTAL COAL PRODUCTION IN 2019 TO INDIA AND CHINA
PT Adaro Energy Tbk (AE) produced 58.03 Mt of coal from PT Adaro Indonesia (AI), Balangan Coal Companies and Adaro Me ...
Tuesday, 18 February 20
ADARO REMAINS POSITIVE ON THE LONG-TERM FUNDAMENTALS OF COAL MARKET SUPPORTED BY THE SOUTHEAST ASIA AND SOUTH ASIA REGION
The global seaborne thermal coal market in 2019 was faced with macro and industry challenges which pushed international coa ...
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- Bhushan Steel Limited - India
- Samtan Co., Ltd - South Korea
- Malabar Cements Ltd - India
- Oldendorff Carriers - Singapore
- Siam City Cement PLC, Thailand
- Indogreen Group - Indonesia
- Edison Trading Spa - Italy
- Merrill Lynch Commodities Europe
- Bangladesh Power Developement Board
- Bhatia International Limited - India
- Mintek Dendrill Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Coastal Gujarat Power Limited - India
- Indo Tambangraya Megah - Indonesia
- Medco Energi Mining Internasional
- Sojitz Corporation - Japan
- Straits Asia Resources Limited - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Eastern Coal Council - USA
- CNBM International Corporation - China
- Sindya Power Generating Company Private Ltd
- Independent Power Producers Association of India
- Leighton Contractors Pty Ltd - Australia
- Kapuas Tunggal Persada - Indonesia
- Tata Chemicals Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Parliament of New Zealand
- Planning Commission, India
- Kumho Petrochemical, South Korea
- Central Java Power - Indonesia
- Sree Jayajothi Cements Limited - India
- Global Green Power PLC Corporation, Philippines
- Deloitte Consulting - India
- ASAPP Information Group - India
- South Luzon Thermal Energy Corporation
- Jindal Steel & Power Ltd - India
- Antam Resourcindo - Indonesia
- Petron Corporation, Philippines
- PTC India Limited - India
- Dalmia Cement Bharat India
- Goldman Sachs - Singapore
- Salva Resources Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Global Coal Blending Company Limited - Australia
- Indian Energy Exchange, India
- Uttam Galva Steels Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Bulk Trading Sa - Switzerland
- Economic Council, Georgia
- Energy Link Ltd, New Zealand
- Cigading International Bulk Terminal - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Metalloyd Limited - United Kingdom
- Renaissance Capital - South Africa
- Bhoruka Overseas - Indonesia
- Electricity Authority, New Zealand
- SMG Consultants - Indonesia
- Savvy Resources Ltd - HongKong
- Directorate Of Revenue Intelligence - India
- Billiton Holdings Pty Ltd - Australia
- Larsen & Toubro Limited - India
- Energy Development Corp, Philippines
- Australian Coal Association
- Gujarat Mineral Development Corp Ltd - India
- IEA Clean Coal Centre - UK
- Commonwealth Bank - Australia
- Romanian Commodities Exchange
- Electricity Generating Authority of Thailand
- Carbofer General Trading SA - India
- VISA Power Limited - India
- Baramulti Group, Indonesia
- Central Electricity Authority - India
- Manunggal Multi Energi - Indonesia
- Madhucon Powers Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Indonesian Coal Mining Association
- Wood Mackenzie - Singapore
- SMC Global Power, Philippines
- Mjunction Services Limited - India
- Simpson Spence & Young - Indonesia
- OPG Power Generation Pvt Ltd - India
- Coalindo Energy - Indonesia
- Ministry of Transport, Egypt
- Trasteel International SA, Italy
- The University of Queensland
- Interocean Group of Companies - India
- Aboitiz Power Corporation - Philippines
- Binh Thuan Hamico - Vietnam
- Karaikal Port Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Kepco SPC Power Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Kobexindo Tractors - Indoneisa
- Lanco Infratech Ltd - India
- Georgia Ports Authority, United States
- Heidelberg Cement - Germany
- Iligan Light & Power Inc, Philippines
- Maheswari Brothers Coal Limited - India
- Cement Manufacturers Association - India
- Krishnapatnam Port Company Ltd. - India
- The Treasury - Australian Government
- GAC Shipping (India) Pvt Ltd
- Posco Energy - South Korea
- Ceylon Electricity Board - Sri Lanka
- Miang Besar Coal Terminal - Indonesia
- London Commodity Brokers - England
- Thiess Contractors Indonesia
- White Energy Company Limited
- GMR Energy Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Alfred C Toepfer International GmbH - Germany
- ICICI Bank Limited - India
- Pendopo Energi Batubara - Indonesia
- Riau Bara Harum - Indonesia
- Attock Cement Pakistan Limited
- Star Paper Mills Limited - India
- Standard Chartered Bank - UAE
- Bukit Baiduri Energy - Indonesia
- Grasim Industreis Ltd - India
- Chettinad Cement Corporation Ltd - India
- Sarangani Energy Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- GVK Power & Infra Limited - India
- Gujarat Electricity Regulatory Commission - India
- Globalindo Alam Lestari - Indonesia
- TeaM Sual Corporation - Philippines
- SN Aboitiz Power Inc, Philippines
- Global Business Power Corporation, Philippines
- Aditya Birla Group - India
- Semirara Mining and Power Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Singapore Mercantile Exchange
- Vizag Seaport Private Limited - India
- Meralco Power Generation, Philippines
- Vedanta Resources Plc - India
- Australian Commodity Traders Exchange
- Meenaskhi Energy Private Limited - India
- Power Finance Corporation Ltd., India
- Thai Mozambique Logistica
- Videocon Industries ltd - India
- Eastern Energy - Thailand
- Anglo American - United Kingdom
- Latin American Coal - Colombia
- New Zealand Coal & Carbon
- Bharathi Cement Corporation - India
- IHS Mccloskey Coal Group - USA
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kaltim Prima Coal - Indonesia
- Makarim & Taira - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Bayan Resources Tbk. - Indonesia
- Agrawal Coal Company - India
- Parry Sugars Refinery, India
- Tamil Nadu electricity Board
- Gujarat Sidhee Cement - India
- Orica Mining Services - Indonesia
- Price Waterhouse Coopers - Russia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Chamber of Mines of South Africa
- Pipit Mutiara Jaya. PT, Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Xindia Steels Limited - India
- Indika Energy - Indonesia
- International Coal Ventures Pvt Ltd - India
- Ambuja Cements Ltd - India
- Kartika Selabumi Mining - Indonesia
- San Jose City I Power Corp, Philippines
- Rashtriya Ispat Nigam Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- India Bulls Power Limited - India
- PNOC Exploration Corporation - Philippines
- Karbindo Abesyapradhi - Indoneisa
- Ministry of Mines - Canada
- Sakthi Sugars Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Mercator Lines Limited - India
- Sinarmas Energy and Mining - Indonesia
- Wilmar Investment Holdings
- PowerSource Philippines DevCo
- Kohat Cement Company Ltd. - Pakistan
- Jaiprakash Power Ventures ltd
- Borneo Indobara - Indonesia
- Port Waratah Coal Services - Australia
- Intertek Mineral Services - Indonesia
- Marubeni Corporation - India
- TNB Fuel Sdn Bhd - Malaysia
- Toyota Tsusho Corporation, Japan
- The State Trading Corporation of India Ltd
- Timah Investasi Mineral - Indoneisa
- Orica Australia Pty. Ltd.
- Sical Logistics Limited - India
- Minerals Council of Australia
- European Bulk Services B.V. - Netherlands
- GN Power Mariveles Coal Plant, Philippines
- Barasentosa Lestari - Indonesia
- Mercuria Energy - Indonesia
- Essar Steel Hazira Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Africa Commodities Group - South Africa
- Indian Oil Corporation Limited
- Therma Luzon, Inc, Philippines
- Banpu Public Company Limited - Thailand
- Altura Mining Limited, Indonesia
- Coal and Oil Company - UAE
- Ind-Barath Power Infra Limited - India
- MS Steel International - UAE
- Semirara Mining Corp, Philippines
- Rio Tinto Coal - Australia
- LBH Netherlands Bv - Netherlands
- Ministry of Finance - Indonesia
- Formosa Plastics Group - Taiwan
- Bukit Makmur.PT - Indonesia
- Kideco Jaya Agung - Indonesia
- McConnell Dowell - Australia
- Siam City Cement - Thailand
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