We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Wednesday, 12 February 20
MARKET INSIGHT - INTERMODAL
The recent Coronavirus outbreak in China has led to a global health emergency by World Health Organization and it is yet to be seen how long the ph ...
Wednesday, 12 February 20
CHANGES IN LNG MARKET COULD UNDERCUT PLANS FOR NEW JAPANESE COAL PLANTS - CLYDE RUSSELL
Reuters: Clyde Russell
The collapse in the spot price of liquefied natural gas (LNG) in Asia is a short-term phenomenon that may wel ...
Wednesday, 12 February 20
THE SHIPPING INDUSTRY SEES FREIGHT MARKETS IN A COMPLETE STATE OF COLLAPSE AS DEMAND GETS PARALYZED DUE TO CORONAVIRUS OUTBREAK - ALLIED
With China and the world still trying to contain the effects and come to terms with the Wuhan novel coronavirus outbreak, the shipping industry see ...
Wednesday, 12 February 20
WORLD STEEL PRODUCTION IN 2019 - BANCHERO COSTA
In a worrying development, global steel production slowed down considerably in the fourth quarter of 2019. In the final 3 months of 2019, total cru ...
Sunday, 09 February 20
SUPRAMAX: THE ASIAN ARENA STRUGGLED, A 50,000DWT SHIP FIXING A COAL RUN FROM EAST KALIMANTAN TO INDIA AT $2,000 - THE BALTIC BRIEFING
Capesize
The Capesize market endured another dreadful week of calamitous rate level falls, as the usual season low Q1 period combined with rece ...
|
|
|
Showing 1141 to 1145 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Electricity Generating Authority of Thailand
- Billiton Holdings Pty Ltd - Australia
- Renaissance Capital - South Africa
- Petrochimia International Co. Ltd.- Taiwan
- Planning Commission, India
- Ind-Barath Power Infra Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Gujarat Sidhee Cement - India
- Aboitiz Power Corporation - Philippines
- Altura Mining Limited, Indonesia
- Orica Australia Pty. Ltd.
- Australian Commodity Traders Exchange
- Indika Energy - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Offshore Bulk Terminal Pte Ltd, Singapore
- Essar Steel Hazira Ltd - India
- Marubeni Corporation - India
- PNOC Exploration Corporation - Philippines
- Georgia Ports Authority, United States
- Timah Investasi Mineral - Indoneisa
- Grasim Industreis Ltd - India
- Bharathi Cement Corporation - India
- Samtan Co., Ltd - South Korea
- Sakthi Sugars Limited - India
- Attock Cement Pakistan Limited
- Coastal Gujarat Power Limited - India
- Ministry of Transport, Egypt
- Bangladesh Power Developement Board
- Semirara Mining Corp, Philippines
- Meralco Power Generation, Philippines
- Global Business Power Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- IEA Clean Coal Centre - UK
- Mjunction Services Limited - India
- Anglo American - United Kingdom
- Petron Corporation, Philippines
- Uttam Galva Steels Limited - India
- White Energy Company Limited
- PTC India Limited - India
- Power Finance Corporation Ltd., India
- TeaM Sual Corporation - Philippines
- Therma Luzon, Inc, Philippines
- Africa Commodities Group - South Africa
- Maheswari Brothers Coal Limited - India
- Banpu Public Company Limited - Thailand
- Iligan Light & Power Inc, Philippines
- Indian Oil Corporation Limited
- Salva Resources Pvt Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Holcim Trading Pte Ltd - Singapore
- Kaltim Prima Coal - Indonesia
- Semirara Mining and Power Corporation, Philippines
- The University of Queensland
- GN Power Mariveles Coal Plant, Philippines
- Coalindo Energy - Indonesia
- SMC Global Power, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Interocean Group of Companies - India
- Parliament of New Zealand
- Bhoruka Overseas - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Oldendorff Carriers - Singapore
- Pendopo Energi Batubara - Indonesia
- Eastern Energy - Thailand
- Sinarmas Energy and Mining - Indonesia
- Parry Sugars Refinery, India
- Wood Mackenzie - Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Rashtriya Ispat Nigam Limited - India
- Thai Mozambique Logistica
- Commonwealth Bank - Australia
- Siam City Cement - Thailand
- AsiaOL BioFuels Corp., Philippines
- Central Electricity Authority - India
- VISA Power Limited - India
- GAC Shipping (India) Pvt Ltd
- International Coal Ventures Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Romanian Commodities Exchange
- Alfred C Toepfer International GmbH - Germany
- McConnell Dowell - Australia
- Siam City Cement PLC, Thailand
- GMR Energy Limited - India
- Larsen & Toubro Limited - India
- Kideco Jaya Agung - Indonesia
- South Luzon Thermal Energy Corporation
- Intertek Mineral Services - Indonesia
- Bukit Makmur.PT - Indonesia
- Agrawal Coal Company - India
- Coal and Oil Company - UAE
- PetroVietnam Power Coal Import and Supply Company
- Deloitte Consulting - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Maharashtra Electricity Regulatory Commission - India
- London Commodity Brokers - England
- SN Aboitiz Power Inc, Philippines
- Barasentosa Lestari - Indonesia
- Indian Energy Exchange, India
- Rio Tinto Coal - Australia
- Star Paper Mills Limited - India
- Gujarat Electricity Regulatory Commission - India
- ASAPP Information Group - India
- Sree Jayajothi Cements Limited - India
- Mercuria Energy - Indonesia
- Sindya Power Generating Company Private Ltd
- GVK Power & Infra Limited - India
- Standard Chartered Bank - UAE
- Chamber of Mines of South Africa
- Bhatia International Limited - India
- Ambuja Cements Ltd - India
- Antam Resourcindo - Indonesia
- Mercator Lines Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Posco Energy - South Korea
- CIMB Investment Bank - Malaysia
- Vizag Seaport Private Limited - India
- Global Green Power PLC Corporation, Philippines
- Electricity Authority, New Zealand
- Karbindo Abesyapradhi - Indoneisa
- Globalindo Alam Lestari - Indonesia
- Simpson Spence & Young - Indonesia
- OPG Power Generation Pvt Ltd - India
- Ministry of Mines - Canada
- Australian Coal Association
- Minerals Council of Australia
- Thiess Contractors Indonesia
- Carbofer General Trading SA - India
- Indonesian Coal Mining Association
- Price Waterhouse Coopers - Russia
- LBH Netherlands Bv - Netherlands
- Edison Trading Spa - Italy
- Chettinad Cement Corporation Ltd - India
- Mintek Dendrill Indonesia
- The State Trading Corporation of India Ltd
- Baramulti Group, Indonesia
- Goldman Sachs - Singapore
- Toyota Tsusho Corporation, Japan
- Independent Power Producers Association of India
- Borneo Indobara - Indonesia
- Eastern Coal Council - USA
- Krishnapatnam Port Company Ltd. - India
- Gujarat Mineral Development Corp Ltd - India
- Bayan Resources Tbk. - Indonesia
- SMG Consultants - Indonesia
- Madhucon Powers Ltd - India
- Riau Bara Harum - Indonesia
- Kepco SPC Power Corporation, Philippines
- Sojitz Corporation - Japan
- New Zealand Coal & Carbon
- Energy Link Ltd, New Zealand
- Trasteel International SA, Italy
- Jaiprakash Power Ventures ltd
- Sical Logistics Limited - India
- Kapuas Tunggal Persada - Indonesia
- Medco Energi Mining Internasional
- Directorate General of MIneral and Coal - Indonesia
- Savvy Resources Ltd - HongKong
- The Treasury - Australian Government
- Tata Chemicals Ltd - India
- Kumho Petrochemical, South Korea
- Singapore Mercantile Exchange
- Dalmia Cement Bharat India
- TNB Fuel Sdn Bhd - Malaysia
- PowerSource Philippines DevCo
- Jorong Barutama Greston.PT - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Indogreen Group - Indonesia
- Energy Development Corp, Philippines
- Manunggal Multi Energi - Indonesia
- Videocon Industries ltd - India
- Directorate Of Revenue Intelligence - India
- European Bulk Services B.V. - Netherlands
- Straits Asia Resources Limited - Singapore
- Lanco Infratech Ltd - India
- Metalloyd Limited - United Kingdom
- CNBM International Corporation - China
- Formosa Plastics Group - Taiwan
- Xindia Steels Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Tamil Nadu electricity Board
- Global Coal Blending Company Limited - Australia
- Binh Thuan Hamico - Vietnam
- Kalimantan Lumbung Energi - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- MS Steel International - UAE
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Merrill Lynch Commodities Europe
- Central Java Power - Indonesia
- Orica Mining Services - Indonesia
- Bhushan Steel Limited - India
- Leighton Contractors Pty Ltd - Australia
- Sarangani Energy Corporation, Philippines
- India Bulls Power Limited - India
- Economic Council, Georgia
- Vedanta Resources Plc - India
- Cement Manufacturers Association - India
- Aditya Birla Group - India
- Bahari Cakrawala Sebuku - Indonesia
- Bulk Trading Sa - Switzerland
- Pipit Mutiara Jaya. PT, Indonesia
- Meenaskhi Energy Private Limited - India
- Kohat Cement Company Ltd. - Pakistan
- San Jose City I Power Corp, Philippines
- Makarim & Taira - Indonesia
- Ministry of Finance - Indonesia
- Wilmar Investment Holdings
- Heidelberg Cement - Germany
- Indo Tambangraya Megah - Indonesia
- Karaikal Port Pvt Ltd - India
- Port Waratah Coal Services - Australia
- Kartika Selabumi Mining - Indonesia
- Latin American Coal - Colombia
- ICICI Bank Limited - India
- Malabar Cements Ltd - India
- Jindal Steel & Power Ltd - India
|
| |
| |
|
