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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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Tuesday, 11 April 23
OIL RISES ON CHINA STIMULUS EXPECTATIONS, WEAKER DOLLAR - REUTERS
Oil prices rose on Tuesday on expectations of potential economic stimulus by China, healthy demand in the rest of Asia and a drop in U.S. crude sto ...
Sunday, 09 April 23
CHINA’S BUSINESS INCOME REBOUND POINTS TO IMPROVING ECONOMY: OFFICIAL - XINHUA
Chinese businesses have posted a strong rebound in sales revenue since the beginning of this year in the latest signal of an improving economy.
...
Sunday, 09 April 23
COAL INDIA TO BOOST SUPPLIES TO INDUSTRIES AS UTILITIES’ INVENTORIES RISE - REUTERS
Coal India Ltd will increase supplies to industries, the world’s largest coal miner said on Wednesday as fuel inventories at utilities run by ...
Thursday, 06 April 23
MARKET INSIGHT - INTERMODAL
LNG Current Supply/Demand Dynamics
This year, LNG supply will likely exceed demand, so prices will need to decline to levels that will encourag ...
Sunday, 26 March 23
EUROPE’S RUSH TO LNG COULD TURN INTO 'WORLD’S MOST EXPENSIVE AND UNNECESSARY INSURANCE POLICY'- CNBC
Europe’s rapid buildout of liquefied natural gas infrastructure is on track to far exceed demand by the end of the decade, according to new r ...
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Showing 111 to 115 news of total 6871 |
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- Africa Commodities Group - South Africa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kapuas Tunggal Persada - Indonesia
- Australian Coal Association
- SMG Consultants - Indonesia
- Straits Asia Resources Limited - Singapore
- Latin American Coal - Colombia
- Port Waratah Coal Services - Australia
- Sree Jayajothi Cements Limited - India
- Independent Power Producers Association of India
- Malabar Cements Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Romanian Commodities Exchange
- White Energy Company Limited
- Vizag Seaport Private Limited - India
- Tamil Nadu electricity Board
- SMC Global Power, Philippines
- Lanco Infratech Ltd - India
- Thiess Contractors Indonesia
- Orica Australia Pty. Ltd.
- Intertek Mineral Services - Indonesia
- GVK Power & Infra Limited - India
- Central Java Power - Indonesia
- Toyota Tsusho Corporation, Japan
- Semirara Mining Corp, Philippines
- Siam City Cement PLC, Thailand
- Mjunction Services Limited - India
- Goldman Sachs - Singapore
- Bhoruka Overseas - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- ASAPP Information Group - India
- Altura Mining Limited, Indonesia
- PTC India Limited - India
- Iligan Light & Power Inc, Philippines
- Interocean Group of Companies - India
- IEA Clean Coal Centre - UK
- India Bulls Power Limited - India
- London Commodity Brokers - England
- Parry Sugars Refinery, India
- Kideco Jaya Agung - Indonesia
- Jindal Steel & Power Ltd - India
- TeaM Sual Corporation - Philippines
- Barasentosa Lestari - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- GMR Energy Limited - India
- Cigading International Bulk Terminal - Indonesia
- Indo Tambangraya Megah - Indonesia
- Petron Corporation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- PowerSource Philippines DevCo
- Chettinad Cement Corporation Ltd - India
- Eastern Energy - Thailand
- Global Coal Blending Company Limited - Australia
- Ministry of Transport, Egypt
- PetroVietnam Power Coal Import and Supply Company
- MS Steel International - UAE
- Price Waterhouse Coopers - Russia
- Heidelberg Cement - Germany
- Deloitte Consulting - India
- CNBM International Corporation - China
- Petrochimia International Co. Ltd.- Taiwan
- Ministry of Finance - Indonesia
- Sojitz Corporation - Japan
- Standard Chartered Bank - UAE
- The University of Queensland
- Baramulti Group, Indonesia
- Medco Energi Mining Internasional
- Trasteel International SA, Italy
- Siam City Cement - Thailand
- Kartika Selabumi Mining - Indonesia
- Sarangani Energy Corporation, Philippines
- ICICI Bank Limited - India
- Makarim & Taira - Indonesia
- Timah Investasi Mineral - Indoneisa
- Meenaskhi Energy Private Limited - India
- Global Green Power PLC Corporation, Philippines
- Energy Link Ltd, New Zealand
- Kobexindo Tractors - Indoneisa
- Minerals Council of Australia
- Electricity Authority, New Zealand
- Posco Energy - South Korea
- Anglo American - United Kingdom
- Bank of Tokyo Mitsubishi UFJ Ltd
- Semirara Mining and Power Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- CIMB Investment Bank - Malaysia
- Karbindo Abesyapradhi - Indoneisa
- Kepco SPC Power Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Borneo Indobara - Indonesia
- South Luzon Thermal Energy Corporation
- Gujarat Sidhee Cement - India
- Carbofer General Trading SA - India
- Sindya Power Generating Company Private Ltd
- Bayan Resources Tbk. - Indonesia
- Indogreen Group - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Coal and Oil Company - UAE
- Binh Thuan Hamico - Vietnam
- Metalloyd Limited - United Kingdom
- Energy Development Corp, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Directorate Of Revenue Intelligence - India
- Gujarat Mineral Development Corp Ltd - India
- Krishnapatnam Port Company Ltd. - India
- IHS Mccloskey Coal Group - USA
- Australian Commodity Traders Exchange
- Cement Manufacturers Association - India
- Jaiprakash Power Ventures ltd
- Xindia Steels Limited - India
- SN Aboitiz Power Inc, Philippines
- Rashtriya Ispat Nigam Limited - India
- Globalindo Alam Lestari - Indonesia
- Oldendorff Carriers - Singapore
- GAC Shipping (India) Pvt Ltd
- Edison Trading Spa - Italy
- Ministry of Mines - Canada
- International Coal Ventures Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Marubeni Corporation - India
- San Jose City I Power Corp, Philippines
- Agrawal Coal Company - India
- Bukit Asam (Persero) Tbk - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Aboitiz Power Corporation - Philippines
- Star Paper Mills Limited - India
- Holcim Trading Pte Ltd - Singapore
- Sical Logistics Limited - India
- Kumho Petrochemical, South Korea
- Renaissance Capital - South Africa
- Mercuria Energy - Indonesia
- Indika Energy - Indonesia
- Manunggal Multi Energi - Indonesia
- Larsen & Toubro Limited - India
- Gujarat Electricity Regulatory Commission - India
- Planning Commission, India
- Wilmar Investment Holdings
- Bhatia International Limited - India
- Uttam Galva Steels Limited - India
- PNOC Exploration Corporation - Philippines
- Electricity Generating Authority of Thailand
- Coastal Gujarat Power Limited - India
- Rio Tinto Coal - Australia
- Central Electricity Authority - India
- Therma Luzon, Inc, Philippines
- Economic Council, Georgia
- VISA Power Limited - India
- Formosa Plastics Group - Taiwan
- Indian Energy Exchange, India
- Mercator Lines Limited - India
- Ambuja Cements Ltd - India
- Samtan Co., Ltd - South Korea
- Coalindo Energy - Indonesia
- Singapore Mercantile Exchange
- Bukit Baiduri Energy - Indonesia
- Ind-Barath Power Infra Limited - India
- OPG Power Generation Pvt Ltd - India
- Mintek Dendrill Indonesia
- Vedanta Resources Plc - India
- Directorate General of MIneral and Coal - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- The State Trading Corporation of India Ltd
- LBH Netherlands Bv - Netherlands
- Wood Mackenzie - Singapore
- Maharashtra Electricity Regulatory Commission - India
- Chamber of Mines of South Africa
- Kohat Cement Company Ltd. - Pakistan
- Dalmia Cement Bharat India
- Attock Cement Pakistan Limited
- Videocon Industries ltd - India
- Antam Resourcindo - Indonesia
- Bhushan Steel Limited - India
- Global Business Power Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Bangladesh Power Developement Board
- European Bulk Services B.V. - Netherlands
- Maheswari Brothers Coal Limited - India
- Tata Chemicals Ltd - India
- Aditya Birla Group - India
- Georgia Ports Authority, United States
- Indian Oil Corporation Limited
- Madhucon Powers Ltd - India
- New Zealand Coal & Carbon
- Thai Mozambique Logistica
- Merrill Lynch Commodities Europe
- McConnell Dowell - Australia
- Banpu Public Company Limited - Thailand
- Riau Bara Harum - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Eastern Coal Council - USA
- Karaikal Port Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Essar Steel Hazira Ltd - India
- Bulk Trading Sa - Switzerland
- Parliament of New Zealand
- Commonwealth Bank - Australia
- Sinarmas Energy and Mining - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Orica Mining Services - Indonesia
- Salva Resources Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Simpson Spence & Young - Indonesia
- Savvy Resources Ltd - HongKong
- Billiton Holdings Pty Ltd - Australia
- Bukit Makmur.PT - Indonesia
- Meralco Power Generation, Philippines
- Indonesian Coal Mining Association
- The Treasury - Australian Government
- Grasim Industreis Ltd - India
- Pendopo Energi Batubara - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sakthi Sugars Limited - India
- Bharathi Cement Corporation - India
- Kalimantan Lumbung Energi - Indonesia
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