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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, 05 February 20
CORONAVIRUS AND THE SHIPPING INDUSTRY - WATSON, FARLEY & WILLIAMS
The continued spread of Coronavirus and governmental measures to minimise the impact is likely to affect the shipping industry and supply chain.
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Wednesday, 05 February 20
INDONESIA'S COAL PRICE REFERENCE UP 1.46% IN FEBRUARY
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised up the benchmark price of Indonesian thermal co ...
Wednesday, 05 February 20
MARKET INSIGHT - INTERMODAL
The oil and gas industry benefitted from a strong and solid ground in the previous year. We witnessed a slow but steady increase in bunker’s ...
Wednesday, 05 February 20
RUSSIA EXPORTED 28.6 MLN TONNES OF LNG IN 2019 - REFINITIV
A lot of attention has been paid recently on the surge in LNG exports from the United States. However, another country which is seeing truly expone ...
Tuesday, 04 February 20
CAPE: THE AVERAGE EARNINGS PER DAY FELL BENEATH THE USD 4,000, A LEVEL CONSIDERABLY BELOW EVEN THE MOST CONSERVATIVE OPEX LEVELS - ALLIED
The recent slump in the dry bulk freight market may well have been expected to some degree, but despite this the shock was still overwhelming when ...
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- Salva Resources Pvt Ltd - India
- Meralco Power Generation, Philippines
- Sindya Power Generating Company Private Ltd
- Jorong Barutama Greston.PT - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Sakthi Sugars Limited - India
- Kaltim Prima Coal - Indonesia
- South Luzon Thermal Energy Corporation
- Leighton Contractors Pty Ltd - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- IEA Clean Coal Centre - UK
- Billiton Holdings Pty Ltd - Australia
- PNOC Exploration Corporation - Philippines
- Bhushan Steel Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Australian Commodity Traders Exchange
- Uttam Galva Steels Limited - India
- Bayan Resources Tbk. - Indonesia
- Agrawal Coal Company - India
- Goldman Sachs - Singapore
- Alfred C Toepfer International GmbH - Germany
- Indian Energy Exchange, India
- Bukit Makmur.PT - Indonesia
- Meenaskhi Energy Private Limited - India
- Deloitte Consulting - India
- Rio Tinto Coal - Australia
- Binh Thuan Hamico - Vietnam
- Thiess Contractors Indonesia
- IHS Mccloskey Coal Group - USA
- Coal and Oil Company - UAE
- Chettinad Cement Corporation Ltd - India
- SMC Global Power, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- CIMB Investment Bank - Malaysia
- Posco Energy - South Korea
- Indian Oil Corporation Limited
- Ministry of Mines - Canada
- Siam City Cement PLC, Thailand
- GMR Energy Limited - India
- Africa Commodities Group - South Africa
- Economic Council, Georgia
- Dalmia Cement Bharat India
- Lanco Infratech Ltd - India
- VISA Power Limited - India
- Jaiprakash Power Ventures ltd
- Power Finance Corporation Ltd., India
- SMG Consultants - Indonesia
- Kobexindo Tractors - Indoneisa
- Global Coal Blending Company Limited - Australia
- Eastern Coal Council - USA
- Wilmar Investment Holdings
- Carbofer General Trading SA - India
- Electricity Generating Authority of Thailand
- Ministry of Finance - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Miang Besar Coal Terminal - Indonesia
- Sical Logistics Limited - India
- New Zealand Coal & Carbon
- Xindia Steels Limited - India
- GAC Shipping (India) Pvt Ltd
- TeaM Sual Corporation - Philippines
- Intertek Mineral Services - Indonesia
- Planning Commission, India
- Anglo American - United Kingdom
- Vizag Seaport Private Limited - India
- Trasteel International SA, Italy
- Gujarat Electricity Regulatory Commission - India
- Siam City Cement - Thailand
- Coalindo Energy - Indonesia
- Tata Chemicals Ltd - India
- Energy Link Ltd, New Zealand
- Maharashtra Electricity Regulatory Commission - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Formosa Plastics Group - Taiwan
- Sinarmas Energy and Mining - Indonesia
- Eastern Energy - Thailand
- Orica Mining Services - Indonesia
- Indika Energy - Indonesia
- Bhatia International Limited - India
- Kumho Petrochemical, South Korea
- Manunggal Multi Energi - Indonesia
- Standard Chartered Bank - UAE
- Bulk Trading Sa - Switzerland
- Georgia Ports Authority, United States
- Aboitiz Power Corporation - Philippines
- Metalloyd Limited - United Kingdom
- Holcim Trading Pte Ltd - Singapore
- Savvy Resources Ltd - HongKong
- Simpson Spence & Young - Indonesia
- Star Paper Mills Limited - India
- White Energy Company Limited
- Grasim Industreis Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- London Commodity Brokers - England
- Rashtriya Ispat Nigam Limited - India
- Bhoruka Overseas - Indonesia
- Cement Manufacturers Association - India
- Vedanta Resources Plc - India
- Bharathi Cement Corporation - India
- Attock Cement Pakistan Limited
- Oldendorff Carriers - Singapore
- Kideco Jaya Agung - Indonesia
- Indonesian Coal Mining Association
- Merrill Lynch Commodities Europe
- International Coal Ventures Pvt Ltd - India
- Medco Energi Mining Internasional
- Energy Development Corp, Philippines
- Singapore Mercantile Exchange
- Global Business Power Corporation, Philippines
- India Bulls Power Limited - India
- The Treasury - Australian Government
- Central Java Power - Indonesia
- Coastal Gujarat Power Limited - India
- Kepco SPC Power Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Marubeni Corporation - India
- Madhucon Powers Ltd - India
- Maheswari Brothers Coal Limited - India
- Interocean Group of Companies - India
- Tamil Nadu electricity Board
- PetroVietnam Power Coal Import and Supply Company
- Semirara Mining and Power Corporation, Philippines
- Ind-Barath Power Infra Limited - India
- Iligan Light & Power Inc, Philippines
- Petron Corporation, Philippines
- Semirara Mining Corp, Philippines
- LBH Netherlands Bv - Netherlands
- MS Steel International - UAE
- ASAPP Information Group - India
- SN Aboitiz Power Inc, Philippines
- Indogreen Group - Indonesia
- Mercator Lines Limited - India
- Price Waterhouse Coopers - Russia
- Larsen & Toubro Limited - India
- CNBM International Corporation - China
- Altura Mining Limited, Indonesia
- Malabar Cements Ltd - India
- Mercuria Energy - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Orica Australia Pty. Ltd.
- Sarangani Energy Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Samtan Co., Ltd - South Korea
- Baramulti Group, Indonesia
- Toyota Tsusho Corporation, Japan
- Bangladesh Power Developement Board
- AsiaOL BioFuels Corp., Philippines
- Australian Coal Association
- GVK Power & Infra Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- The University of Queensland
- European Bulk Services B.V. - Netherlands
- Port Waratah Coal Services - Australia
- Ministry of Transport, Egypt
- McConnell Dowell - Australia
- ICICI Bank Limited - India
- Global Green Power PLC Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Riau Bara Harum - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Sojitz Corporation - Japan
- Chamber of Mines of South Africa
- Heidelberg Cement - Germany
- Directorate General of MIneral and Coal - Indonesia
- Barasentosa Lestari - Indonesia
- Ambuja Cements Ltd - India
- Therma Luzon, Inc, Philippines
- Electricity Authority, New Zealand
- Parliament of New Zealand
- Directorate Of Revenue Intelligence - India
- San Jose City I Power Corp, Philippines
- Commonwealth Bank - Australia
- Wood Mackenzie - Singapore
- PTC India Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Globalindo Alam Lestari - Indonesia
- Karaikal Port Pvt Ltd - India
- Makarim & Taira - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Parry Sugars Refinery, India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- GN Power Mariveles Coal Plant, Philippines
- Videocon Industries ltd - India
- Mjunction Services Limited - India
- Independent Power Producers Association of India
- PowerSource Philippines DevCo
- Karbindo Abesyapradhi - Indoneisa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Cigading International Bulk Terminal - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Gujarat Sidhee Cement - India
- Straits Asia Resources Limited - Singapore
- Renaissance Capital - South Africa
- Central Electricity Authority - India
- Minerals Council of Australia
- Indo Tambangraya Megah - Indonesia
- Latin American Coal - Colombia
- Essar Steel Hazira Ltd - India
- Sree Jayajothi Cements Limited - India
- Romanian Commodities Exchange
- Thai Mozambique Logistica
- Antam Resourcindo - Indonesia
- Aditya Birla Group - India
- Jindal Steel & Power Ltd - India
- Mintek Dendrill Indonesia
- Borneo Indobara - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Banpu Public Company Limited - Thailand
- The State Trading Corporation of India Ltd
- Kartika Selabumi Mining - Indonesia
- Edison Trading Spa - Italy
- OPG Power Generation Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
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