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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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Thursday, 25 January 24
THE RED SEA ESCALATION IMPLICATIONS ON GLOBAL SEABORNE TRADE - MARIA BERTZELETOU
In recent days, discussions have intensified about the potential impact on the seaborne trade and ton-miles due to the evolving dynamics of market ...
Thursday, 25 January 24
RED SEA SHIPPING DISRUPTIONS KEEP GEOPOLITICAL PREMIUM FOR COMMODITIES - FITCH RATINGS
Shipping disruptions and re-routing away from the Red Sea will maintain the geopolitical premium in the main commodity markets, including for oil a ...
Friday, 19 January 24
INDONESIA TARGETS 710 MLN METRIC TONS COAL OUTPUT IN 2024 AFTER RECORD 2023 - REUTERS
Indonesia, a major thermal coal exporter, aims to produce 710 million metric tons of coal in 2024, its mining minister said on Monday, after postin ...
Friday, 19 January 24
DRUMMOND COLOMBIA COAL OUTPUT ROSE 7.1% IN 2023 - REUTERS
Coal production from miner Drummond’s Colombia operations rose 7.1% in 2023 to 29.5 million metric tons, while exports declined by 2.6% to 27 ...
Friday, 19 January 24
CHINA'S 2023 COAL OUTPUT HITS RECORD HIGH - REUTERS
China’s coal output reached a record high in 2023, data from the statistics bureau showed on Wednesday, amid an ongoing focus on energy secur ...
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- VISA Power Limited - India
- McConnell Dowell - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Anglo American - United Kingdom
- Indika Energy - Indonesia
- CIMB Investment Bank - Malaysia
- Karbindo Abesyapradhi - Indoneisa
- SMG Consultants - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Videocon Industries ltd - India
- Parry Sugars Refinery, India
- Malabar Cements Ltd - India
- Australian Coal Association
- Bukit Makmur.PT - Indonesia
- Kobexindo Tractors - Indoneisa
- Singapore Mercantile Exchange
- IEA Clean Coal Centre - UK
- Sinarmas Energy and Mining - Indonesia
- Manunggal Multi Energi - Indonesia
- Orica Mining Services - Indonesia
- San Jose City I Power Corp, Philippines
- Tata Chemicals Ltd - India
- Jindal Steel & Power Ltd - India
- Ceylon Electricity Board - Sri Lanka
- PTC India Limited - India
- LBH Netherlands Bv - Netherlands
- Chettinad Cement Corporation Ltd - India
- Merrill Lynch Commodities Europe
- Carbofer General Trading SA - India
- Dalmia Cement Bharat India
- CNBM International Corporation - China
- White Energy Company Limited
- Ministry of Mines - Canada
- Agrawal Coal Company - India
- Bhushan Steel Limited - India
- OPG Power Generation Pvt Ltd - India
- Electricity Generating Authority of Thailand
- PNOC Exploration Corporation - Philippines
- Siam City Cement PLC, Thailand
- Ambuja Cements Ltd - India
- Bhoruka Overseas - Indonesia
- Salva Resources Pvt Ltd - India
- Lanco Infratech Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Australian Commodity Traders Exchange
- PowerSource Philippines DevCo
- Indonesian Coal Mining Association
- Neyveli Lignite Corporation Ltd, - India
- Bayan Resources Tbk. - Indonesia
- Kumho Petrochemical, South Korea
- Ind-Barath Power Infra Limited - India
- Indian Energy Exchange, India
- Energy Link Ltd, New Zealand
- Kaltim Prima Coal - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Electricity Authority, New Zealand
- Riau Bara Harum - Indonesia
- Straits Asia Resources Limited - Singapore
- Sree Jayajothi Cements Limited - India
- European Bulk Services B.V. - Netherlands
- Indogreen Group - Indonesia
- Star Paper Mills Limited - India
- Price Waterhouse Coopers - Russia
- AsiaOL BioFuels Corp., Philippines
- Bhatia International Limited - India
- Indian Oil Corporation Limited
- Sarangani Energy Corporation, Philippines
- Trasteel International SA, Italy
- Latin American Coal - Colombia
- India Bulls Power Limited - India
- Medco Energi Mining Internasional
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Romanian Commodities Exchange
- Marubeni Corporation - India
- Pipit Mutiara Jaya. PT, Indonesia
- Miang Besar Coal Terminal - Indonesia
- SMC Global Power, Philippines
- Eastern Coal Council - USA
- Edison Trading Spa - Italy
- Kepco SPC Power Corporation, Philippines
- Therma Luzon, Inc, Philippines
- Globalindo Alam Lestari - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- SN Aboitiz Power Inc, Philippines
- Wood Mackenzie - Singapore
- The Treasury - Australian Government
- Coastal Gujarat Power Limited - India
- Leighton Contractors Pty Ltd - Australia
- Thiess Contractors Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Global Coal Blending Company Limited - Australia
- Binh Thuan Hamico - Vietnam
- Banpu Public Company Limited - Thailand
- Vedanta Resources Plc - India
- GVK Power & Infra Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Vijayanagar Sugar Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Chamber of Mines of South Africa
- GMR Energy Limited - India
- Simpson Spence & Young - Indonesia
- Formosa Plastics Group - Taiwan
- Billiton Holdings Pty Ltd - Australia
- Bulk Trading Sa - Switzerland
- Independent Power Producers Association of India
- Metalloyd Limited - United Kingdom
- Jorong Barutama Greston.PT - Indonesia
- Toyota Tsusho Corporation, Japan
- GAC Shipping (India) Pvt Ltd
- Gujarat Mineral Development Corp Ltd - India
- Madhucon Powers Ltd - India
- Deloitte Consulting - India
- Mintek Dendrill Indonesia
- Central Java Power - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Renaissance Capital - South Africa
- Global Business Power Corporation, Philippines
- Xindia Steels Limited - India
- Baramulti Group, Indonesia
- Savvy Resources Ltd - HongKong
- Parliament of New Zealand
- Tamil Nadu electricity Board
- Africa Commodities Group - South Africa
- Coalindo Energy - Indonesia
- Power Finance Corporation Ltd., India
- Ministry of Finance - Indonesia
- Posco Energy - South Korea
- MS Steel International - UAE
- The University of Queensland
- Iligan Light & Power Inc, Philippines
- Sindya Power Generating Company Private Ltd
- Central Electricity Authority - India
- Semirara Mining Corp, Philippines
- Minerals Council of Australia
- Sakthi Sugars Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Borneo Indobara - Indonesia
- Kartika Selabumi Mining - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Coal and Oil Company - UAE
- Cigading International Bulk Terminal - Indonesia
- London Commodity Brokers - England
- Eastern Energy - Thailand
- Heidelberg Cement - Germany
- Timah Investasi Mineral - Indoneisa
- Mjunction Services Limited - India
- International Coal Ventures Pvt Ltd - India
- Antam Resourcindo - Indonesia
- Georgia Ports Authority, United States
- Essar Steel Hazira Ltd - India
- Standard Chartered Bank - UAE
- Bangladesh Power Developement Board
- Uttam Galva Steels Limited - India
- Kapuas Tunggal Persada - Indonesia
- Goldman Sachs - Singapore
- Ministry of Transport, Egypt
- Altura Mining Limited, Indonesia
- Pendopo Energi Batubara - Indonesia
- Interocean Group of Companies - India
- Gujarat Sidhee Cement - India
- New Zealand Coal & Carbon
- Directorate Of Revenue Intelligence - India
- South Luzon Thermal Energy Corporation
- Maharashtra Electricity Regulatory Commission - India
- Bukit Baiduri Energy - Indonesia
- Larsen & Toubro Limited - India
- Bharathi Cement Corporation - India
- Sojitz Corporation - Japan
- Sical Logistics Limited - India
- Kideco Jaya Agung - Indonesia
- Port Waratah Coal Services - Australia
- Rio Tinto Coal - Australia
- Asmin Koalindo Tuhup - Indonesia
- Mercuria Energy - Indonesia
- Siam City Cement - Thailand
- Thai Mozambique Logistica
- The State Trading Corporation of India Ltd
- Vizag Seaport Private Limited - India
- Wilmar Investment Holdings
- Alfred C Toepfer International GmbH - Germany
- Samtan Co., Ltd - South Korea
- Commonwealth Bank - Australia
- Karaikal Port Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- Energy Development Corp, Philippines
- Global Green Power PLC Corporation, Philippines
- Aditya Birla Group - India
- TeaM Sual Corporation - Philippines
- Holcim Trading Pte Ltd - Singapore
- Directorate General of MIneral and Coal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Semirara Mining and Power Corporation, Philippines
- Cement Manufacturers Association - India
- Maheswari Brothers Coal Limited - India
- Orica Australia Pty. Ltd.
- Barasentosa Lestari - Indonesia
- Jaiprakash Power Ventures ltd
- Petron Corporation, Philippines
- Attock Cement Pakistan Limited
- Meralco Power Generation, Philippines
- ICICI Bank Limited - India
- Grasim Industreis Ltd - India
- Mercator Lines Limited - India
- Makarim & Taira - Indonesia
- Aboitiz Power Corporation - Philippines
- Petrochimia International Co. Ltd.- Taiwan
- PetroVietnam Power Coal Import and Supply Company
- Indo Tambangraya Megah - Indonesia
- Intertek Mineral Services - Indonesia
- IHS Mccloskey Coal Group - USA
- ASAPP Information Group - India
- Economic Council, Georgia
- Gujarat Electricity Regulatory Commission - India
- Planning Commission, India
- Oldendorff Carriers - Singapore
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