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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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Friday, 06 September 24
REBOUND IN OIL DEMAND COULD LIFT MARKET IN LATTER HALF OF 2024 - BIMCO
Supply/demand
Based on a strong second half demand, the supply/balance is forecast to strengthen in 2024 but weaken slightly in 2025 as n ...
Friday, 06 September 24
GLOBAL SEABORNE LNG TRADE HAS CONTINUED TO INCREASE LAST YEAR - BANCHERO COSTA
Global seaborne LNG trade has continued to increase last year, helped also by the events in Ukraine which forced Europe to diversify away from Russ ...
Wednesday, 28 August 24
SEABORNE COAL IMPORTS INTO INDIA INCREASED BY +9.9% Y-O-Y TO 146.6 MLN T - BANCHERO COSTA
Global coal trade has really picked up pace over the past year, and is now fully back to pre-Covid levels said Banchero Costa Research in its lates ...
Tuesday, 06 August 24
EXERCISE CAUTION WITH AMMONIA SWITCH - BALTIC EXCHANGE
A new study from the Massachusetts Institute of Technology (MIT) has thrown a spanner into the plan to transition ships from diesel fuel to ammonia ...
Friday, 02 August 24
ENERGY MARKET DEVELOPMENTS: COAL AND NATURAL GAS PRICES REACH RECORD HIGHS - WORLD BANK
The recent surge in natural gas and coal prices has been so swift that the main benchmarks were roughly three times higher in 2022Q2 compared to a ...
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- Central Java Power - Indonesia
- Renaissance Capital - South Africa
- Bhoruka Overseas - Indonesia
- Barasentosa Lestari - Indonesia
- Bayan Resources Tbk. - Indonesia
- Latin American Coal - Colombia
- Jorong Barutama Greston.PT - Indonesia
- CIMB Investment Bank - Malaysia
- Sinarmas Energy and Mining - Indonesia
- Dalmia Cement Bharat India
- Uttam Galva Steels Limited - India
- Semirara Mining Corp, Philippines
- Merrill Lynch Commodities Europe
- Heidelberg Cement - Germany
- Australian Coal Association
- Binh Thuan Hamico - Vietnam
- Trasteel International SA, Italy
- Chamber of Mines of South Africa
- Electricity Generating Authority of Thailand
- Kideco Jaya Agung - Indonesia
- AsiaOL BioFuels Corp., Philippines
- ICICI Bank Limited - India
- Attock Cement Pakistan Limited
- Bhatia International Limited - India
- Manunggal Multi Energi - Indonesia
- Pendopo Energi Batubara - Indonesia
- Meralco Power Generation, Philippines
- Ambuja Cements Ltd - India
- GMR Energy Limited - India
- Standard Chartered Bank - UAE
- Aditya Birla Group - India
- Riau Bara Harum - Indonesia
- European Bulk Services B.V. - Netherlands
- Sojitz Corporation - Japan
- VISA Power Limited - India
- Star Paper Mills Limited - India
- Eastern Coal Council - USA
- Mjunction Services Limited - India
- Lanco Infratech Ltd - India
- PowerSource Philippines DevCo
- Coastal Gujarat Power Limited - India
- PNOC Exploration Corporation - Philippines
- Parry Sugars Refinery, India
- LBH Netherlands Bv - Netherlands
- Indian Oil Corporation Limited
- Thai Mozambique Logistica
- Sical Logistics Limited - India
- Videocon Industries ltd - India
- Minerals Council of Australia
- Price Waterhouse Coopers - Russia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- McConnell Dowell - Australia
- Ministry of Mines - Canada
- Coal and Oil Company - UAE
- Globalindo Alam Lestari - Indonesia
- GAC Shipping (India) Pvt Ltd
- Borneo Indobara - Indonesia
- South Luzon Thermal Energy Corporation
- White Energy Company Limited
- OPG Power Generation Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- Oldendorff Carriers - Singapore
- Directorate Of Revenue Intelligence - India
- Tata Chemicals Ltd - India
- Indian Energy Exchange, India
- Energy Link Ltd, New Zealand
- Altura Mining Limited, Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Ministry of Transport, Egypt
- Central Electricity Authority - India
- Interocean Group of Companies - India
- Africa Commodities Group - South Africa
- Goldman Sachs - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- Salva Resources Pvt Ltd - India
- Independent Power Producers Association of India
- Banpu Public Company Limited - Thailand
- Chettinad Cement Corporation Ltd - India
- SMC Global Power, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Makarim & Taira - Indonesia
- Straits Asia Resources Limited - Singapore
- MS Steel International - UAE
- Carbofer General Trading SA - India
- Iligan Light & Power Inc, Philippines
- Malabar Cements Ltd - India
- Parliament of New Zealand
- Karaikal Port Pvt Ltd - India
- Electricity Authority, New Zealand
- Cigading International Bulk Terminal - Indonesia
- Edison Trading Spa - Italy
- Singapore Mercantile Exchange
- Agrawal Coal Company - India
- Wood Mackenzie - Singapore
- PetroVietnam Power Coal Import and Supply Company
- Gujarat Electricity Regulatory Commission - India
- Australian Commodity Traders Exchange
- Coalindo Energy - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Indonesian Coal Mining Association
- Commonwealth Bank - Australia
- Ministry of Finance - Indonesia
- Ind-Barath Power Infra Limited - India
- Bangladesh Power Developement Board
- GVK Power & Infra Limited - India
- Xindia Steels Limited - India
- Siam City Cement - Thailand
- Kaltim Prima Coal - Indonesia
- Sakthi Sugars Limited - India
- Georgia Ports Authority, United States
- Bukit Makmur.PT - Indonesia
- Economic Council, Georgia
- Bharathi Cement Corporation - India
- Savvy Resources Ltd - HongKong
- New Zealand Coal & Carbon
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Power Finance Corporation Ltd., India
- Mercuria Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- Bulk Trading Sa - Switzerland
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Krishnapatnam Port Company Ltd. - India
- Orica Australia Pty. Ltd.
- San Jose City I Power Corp, Philippines
- IHS Mccloskey Coal Group - USA
- Indika Energy - Indonesia
- Marubeni Corporation - India
- Ceylon Electricity Board - Sri Lanka
- Samtan Co., Ltd - South Korea
- Gujarat Sidhee Cement - India
- Madhucon Powers Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Grasim Industreis Ltd - India
- Aboitiz Power Corporation - Philippines
- Rio Tinto Coal - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Petron Corporation, Philippines
- Orica Mining Services - Indonesia
- Wilmar Investment Holdings
- Posco Energy - South Korea
- Kartika Selabumi Mining - Indonesia
- CNBM International Corporation - China
- Toyota Tsusho Corporation, Japan
- Indogreen Group - Indonesia
- The University of Queensland
- Romanian Commodities Exchange
- India Bulls Power Limited - India
- Semirara Mining and Power Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Antam Resourcindo - Indonesia
- Vedanta Resources Plc - India
- Energy Development Corp, Philippines
- IEA Clean Coal Centre - UK
- Holcim Trading Pte Ltd - Singapore
- Maharashtra Electricity Regulatory Commission - India
- Therma Luzon, Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- Alfred C Toepfer International GmbH - Germany
- Simpson Spence & Young - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Intertek Mineral Services - Indonesia
- Cement Manufacturers Association - India
- The Treasury - Australian Government
- Bukit Asam (Persero) Tbk - Indonesia
- Larsen & Toubro Limited - India
- Bhushan Steel Limited - India
- Rashtriya Ispat Nigam Limited - India
- Sarangani Energy Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- Thiess Contractors Indonesia
- Miang Besar Coal Terminal - Indonesia
- Jindal Steel & Power Ltd - India
- Port Waratah Coal Services - Australia
- Siam City Cement PLC, Thailand
- Sree Jayajothi Cements Limited - India
- Eastern Energy - Thailand
- Global Green Power PLC Corporation, Philippines
- Jaiprakash Power Ventures ltd
- Indo Tambangraya Megah - Indonesia
- Tamil Nadu electricity Board
- Neyveli Lignite Corporation Ltd, - India
- London Commodity Brokers - England
- Pipit Mutiara Jaya. PT, Indonesia
- ASAPP Information Group - India
- Metalloyd Limited - United Kingdom
- Mercator Lines Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- SMG Consultants - Indonesia
- Formosa Plastics Group - Taiwan
- Gujarat Mineral Development Corp Ltd - India
- Medco Energi Mining Internasional
- Global Business Power Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- SN Aboitiz Power Inc, Philippines
- Anglo American - United Kingdom
- Planning Commission, India
- Sindya Power Generating Company Private Ltd
- The State Trading Corporation of India Ltd
- Deloitte Consulting - India
- Global Coal Blending Company Limited - Australia
- Essar Steel Hazira Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Kumho Petrochemical, South Korea
- PTC India Limited - India
- Baramulti Group, Indonesia
- Mintek Dendrill Indonesia
- Kepco SPC Power Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Kalimantan Lumbung Energi - Indonesia
- Kobexindo Tractors - Indoneisa
- Kohat Cement Company Ltd. - Pakistan
- GN Power Mariveles Coal Plant, Philippines
- International Coal Ventures Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Vizag Seaport Private Limited - India
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