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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, 14 January 20
SHIPPING MARKET ANALYSIS - ALLIED SHIPBROKING
Uncertainty in the global geopolitical sphere seems to have not come to an end along with 2019, as 2020 commenced with renewed tensions between the ...
Tuesday, 14 January 20
DRY BULK MARKET: "THIS IS NOT THE END OF COAL" SAYS IEA - BALTIC EXCHANGE
A historic drop in coal-fired electricity generation will not sway global coal demand from its upward trajectory through to 2024, though growth wil ...
Saturday, 11 January 20
ARE YOU 95% CONFIDENT THAT YOUR VERY LOW SULPHUR FUEL IS ON SPEC AND MARPOL COMPLIANT? - GARD
KNOWLEDGE TO ELEVATE
Bunker fuel is a commodity and, like all commodities, is produced and sold according to specifications. Bunkers are usual ...
Saturday, 11 January 20
NEW PRICING COULD SPELL TROUBLE FOR CHINA'S COAL SECTOR - CHINA DIALOGUE
Benchmark coal tariffs have been the foundation of China’s electricity pricing since 2004 but this mechanism was replaced on January 1 with a ...
Saturday, 11 January 20
BALTIC BRIEFING TANKER REPORT - WEEK 2
VLCC
Escalating tensions between the USA and Iran, in addition to a continuing strong market, made for an interesting week, with rates firming ...
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- Mjunction Services Limited - India
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- Posco Energy - South Korea
- Maharashtra Electricity Regulatory Commission - India
- Anglo American - United Kingdom
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- Minerals Council of Australia
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- ASAPP Information Group - India
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- PowerSource Philippines DevCo
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- Binh Thuan Hamico - Vietnam
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- Banpu Public Company Limited - Thailand
- Siam City Cement PLC, Thailand
- Merrill Lynch Commodities Europe
- Jaiprakash Power Ventures ltd
- IHS Mccloskey Coal Group - USA
- Heidelberg Cement - Germany
- Global Business Power Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Billiton Holdings Pty Ltd - Australia
- Renaissance Capital - South Africa
- GAC Shipping (India) Pvt Ltd
- New Zealand Coal & Carbon
- Therma Luzon, Inc, Philippines
- Sojitz Corporation - Japan
- Commonwealth Bank - Australia
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- AsiaOL BioFuels Corp., Philippines
- Trasteel International SA, Italy
- IEA Clean Coal Centre - UK
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- GMR Energy Limited - India
- The University of Queensland
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- White Energy Company Limited
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- Electricity Generating Authority of Thailand
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- Toyota Tsusho Corporation, Japan
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- The Treasury - Australian Government
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- Uttam Galva Steels Limited - India
- Eastern Energy - Thailand
- Energy Development Corp, Philippines
- Wilmar Investment Holdings
- Interocean Group of Companies - India
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- Ceylon Electricity Board - Sri Lanka
- Bangladesh Power Developement Board
- Orica Mining Services - Indonesia
- Borneo Indobara - Indonesia
- Medco Energi Mining Internasional
- Bukit Makmur.PT - Indonesia
- Bayan Resources Tbk. - Indonesia
- Formosa Plastics Group - Taiwan
- Maheswari Brothers Coal Limited - India
- Kaltim Prima Coal - Indonesia
- Indian Energy Exchange, India
- Larsen & Toubro Limited - India
- Oldendorff Carriers - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- McConnell Dowell - Australia
- Georgia Ports Authority, United States
- SMG Consultants - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Vedanta Resources Plc - India
- Ministry of Mines - Canada
- Gujarat Sidhee Cement - India
- Baramulti Group, Indonesia
- Sindya Power Generating Company Private Ltd
- Agrawal Coal Company - India
- Manunggal Multi Energi - Indonesia
- Cement Manufacturers Association - India
- SMC Global Power, Philippines
- Chamber of Mines of South Africa
- Leighton Contractors Pty Ltd - Australia
- TNB Fuel Sdn Bhd - Malaysia
- Samtan Co., Ltd - South Korea
- Kideco Jaya Agung - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Kartika Selabumi Mining - Indonesia
- Port Waratah Coal Services - Australia
- Ambuja Cements Ltd - India
- Coalindo Energy - Indonesia
- Bhushan Steel Limited - India
- Semirara Mining and Power Corporation, Philippines
- OPG Power Generation Pvt Ltd - India
- India Bulls Power Limited - India
- Kepco SPC Power Corporation, Philippines
- Mintek Dendrill Indonesia
- Grasim Industreis Ltd - India
- Indian Oil Corporation Limited
- South Luzon Thermal Energy Corporation
- London Commodity Brokers - England
- Asmin Koalindo Tuhup - Indonesia
- Orica Australia Pty. Ltd.
- Wood Mackenzie - Singapore
- Savvy Resources Ltd - HongKong
- Makarim & Taira - Indonesia
- Coastal Gujarat Power Limited - India
- TeaM Sual Corporation - Philippines
- Economic Council, Georgia
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- Bukit Asam (Persero) Tbk - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Miang Besar Coal Terminal - Indonesia
- Aboitiz Power Corporation - Philippines
- Mercator Lines Limited - India
- Kapuas Tunggal Persada - Indonesia
- Sarangani Energy Corporation, Philippines
- Star Paper Mills Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Cigading International Bulk Terminal - Indonesia
- Standard Chartered Bank - UAE
- Bhoruka Overseas - Indonesia
- PTC India Limited - India
- Parry Sugars Refinery, India
- Madhucon Powers Ltd - India
- SN Aboitiz Power Inc, Philippines
- Sical Logistics Limited - India
- Alfred C Toepfer International GmbH - Germany
- Meenaskhi Energy Private Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Metalloyd Limited - United Kingdom
- Pendopo Energi Batubara - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indika Energy - Indonesia
- Sakthi Sugars Limited - India
- Kumho Petrochemical, South Korea
- Romanian Commodities Exchange
- Tamil Nadu electricity Board
- Global Coal Blending Company Limited - Australia
- CNBM International Corporation - China
- Offshore Bulk Terminal Pte Ltd, Singapore
- Rashtriya Ispat Nigam Limited - India
- Petron Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Marubeni Corporation - India
- Coal and Oil Company - UAE
- The State Trading Corporation of India Ltd
- Australian Coal Association
- Attock Cement Pakistan Limited
- Barasentosa Lestari - Indonesia
- Central Electricity Authority - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Xindia Steels Limited - India
- Chettinad Cement Corporation Ltd - India
- Gujarat Electricity Regulatory Commission - India
- ICICI Bank Limited - India
- Power Finance Corporation Ltd., India
- Malabar Cements Ltd - India
- Energy Link Ltd, New Zealand
- Directorate Of Revenue Intelligence - India
- Bharathi Cement Corporation - India
- Altura Mining Limited, Indonesia
- Holcim Trading Pte Ltd - Singapore
- International Coal Ventures Pvt Ltd - India
- Latin American Coal - Colombia
- CIMB Investment Bank - Malaysia
- Semirara Mining Corp, Philippines
- Antam Resourcindo - Indonesia
- Meralco Power Generation, Philippines
- Singapore Mercantile Exchange
- Gujarat Mineral Development Corp Ltd - India
- Thiess Contractors Indonesia
- MS Steel International - UAE
- Eastern Coal Council - USA
- Thai Mozambique Logistica
- PetroVietnam Power Coal Import and Supply Company
- Price Waterhouse Coopers - Russia
- European Bulk Services B.V. - Netherlands
- Parliament of New Zealand
- Karbindo Abesyapradhi - Indoneisa
- Deloitte Consulting - India
- Jindal Steel & Power Ltd - India
- Africa Commodities Group - South Africa
- Riau Bara Harum - Indonesia
- Iligan Light & Power Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Tata Chemicals Ltd - India
- LBH Netherlands Bv - Netherlands
- Ministry of Finance - Indonesia
- PNOC Exploration Corporation - Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Karaikal Port Pvt Ltd - India
- VISA Power Limited - India
- Ministry of Transport, Egypt
- Intertek Mineral Services - Indonesia
- Australian Commodity Traders Exchange
- Essar Steel Hazira Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Globalindo Alam Lestari - Indonesia
- Vizag Seaport Private Limited - India
- Dalmia Cement Bharat India
- Planning Commission, India
- Edison Trading Spa - Italy
- Lanco Infratech Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Goldman Sachs - Singapore
- Ind-Barath Power Infra Limited - India
- Mercuria Energy - Indonesia
- Rio Tinto Coal - Australia
- Aditya Birla Group - India
- Timah Investasi Mineral - Indoneisa
- Siam City Cement - Thailand
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