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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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Monday, 08 January 24
KOSPO TO BUY 80000 MT OF INDONESIAN LOW CALORIFIC VALUE COAL FOR FEB 2024
Korea Southern Power Co., Ltd. (KOSPO), is inviting bids for the supply of Indonesian Low Calorific Value Coal from qualified suppliers for Korean ...
Monday, 08 January 24
SEABORNE TRADE REACHES 12.4BN TONNES - CLARKSONS
China will establish a back-up coal production system by 2027 to stabilise prices and secure coal supply, the state planner said on Wednesday, even ...
Monday, 08 January 24
CAPESIZES START THE NEW YEAR ON POSITIVE NOTE - BALTIC EXCHANGE
Capesize
This week the capsize market has been marked by a mix of activities and challenges. Despite a slow start following the Christmas and N ...
Friday, 05 January 24
MORGAN STANLEY SEES LOWER OIL PRICES IN 2024 ON OVERSUPPLY CONCERNS - REUTERS
Morgan Stanley sees Brent crude prices anchored near $80 per barrel in the first half in 2024 before declining towards the end of the year as it ex ...
Friday, 05 January 24
INDIA'S COAL OUTPUT RISES NEARLY 11 PC IN DEC TO 92.87 MT - PTI
India’s coal production increased by 10.75 per cent to 92.87 million tonne in December 2023 as compared to the year-ago period, an official s ...
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- PetroVietnam Power Coal Import and Supply Company
- Jorong Barutama Greston.PT - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- MS Steel International - UAE
- Indogreen Group - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Sical Logistics Limited - India
- CIMB Investment Bank - Malaysia
- Kobexindo Tractors - Indoneisa
- Makarim & Taira - Indonesia
- Orica Australia Pty. Ltd.
- Bukit Asam (Persero) Tbk - Indonesia
- Formosa Plastics Group - Taiwan
- Ministry of Mines - Canada
- Indian Oil Corporation Limited
- Pipit Mutiara Jaya. PT, Indonesia
- Aditya Birla Group - India
- Alfred C Toepfer International GmbH - Germany
- SMC Global Power, Philippines
- SN Aboitiz Power Inc, Philippines
- Leighton Contractors Pty Ltd - Australia
- Global Coal Blending Company Limited - Australia
- Central Electricity Authority - India
- Asmin Koalindo Tuhup - Indonesia
- The University of Queensland
- White Energy Company Limited
- Renaissance Capital - South Africa
- Romanian Commodities Exchange
- Kumho Petrochemical, South Korea
- Aboitiz Power Corporation - Philippines
- Heidelberg Cement - Germany
- Bulk Trading Sa - Switzerland
- GVK Power & Infra Limited - India
- Anglo American - United Kingdom
- Independent Power Producers Association of India
- Bhushan Steel Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Pendopo Energi Batubara - Indonesia
- Rio Tinto Coal - Australia
- Price Waterhouse Coopers - Russia
- Chettinad Cement Corporation Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Antam Resourcindo - Indonesia
- Sarangani Energy Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Economic Council, Georgia
- Globalindo Alam Lestari - Indonesia
- VISA Power Limited - India
- Ind-Barath Power Infra Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Sojitz Corporation - Japan
- Essar Steel Hazira Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- ASAPP Information Group - India
- Indo Tambangraya Megah - Indonesia
- Latin American Coal - Colombia
- The Treasury - Australian Government
- Eastern Energy - Thailand
- IEA Clean Coal Centre - UK
- ICICI Bank Limited - India
- Samtan Co., Ltd - South Korea
- Star Paper Mills Limited - India
- Altura Mining Limited, Indonesia
- Sinarmas Energy and Mining - Indonesia
- Indian Energy Exchange, India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- New Zealand Coal & Carbon
- Power Finance Corporation Ltd., India
- Ceylon Electricity Board - Sri Lanka
- Minerals Council of Australia
- Holcim Trading Pte Ltd - Singapore
- Karbindo Abesyapradhi - Indoneisa
- PowerSource Philippines DevCo
- Carbofer General Trading SA - India
- Commonwealth Bank - Australia
- Goldman Sachs - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- Energy Link Ltd, New Zealand
- Coalindo Energy - Indonesia
- Orica Mining Services - Indonesia
- Iligan Light & Power Inc, Philippines
- Malabar Cements Ltd - India
- Intertek Mineral Services - Indonesia
- Lanco Infratech Ltd - India
- Mercuria Energy - Indonesia
- Bhoruka Overseas - Indonesia
- Mercator Lines Limited - India
- Central Java Power - Indonesia
- Gujarat Sidhee Cement - India
- Videocon Industries ltd - India
- Cement Manufacturers Association - India
- London Commodity Brokers - England
- Port Waratah Coal Services - Australia
- Bukit Baiduri Energy - Indonesia
- International Coal Ventures Pvt Ltd - India
- Eastern Coal Council - USA
- Sakthi Sugars Limited - India
- Parry Sugars Refinery, India
- Savvy Resources Ltd - HongKong
- Bangladesh Power Developement Board
- IHS Mccloskey Coal Group - USA
- Kapuas Tunggal Persada - Indonesia
- Kideco Jaya Agung - Indonesia
- Trasteel International SA, Italy
- Global Green Power PLC Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Siam City Cement - Thailand
- Riau Bara Harum - Indonesia
- Planning Commission, India
- Agrawal Coal Company - India
- Toyota Tsusho Corporation, Japan
- Jindal Steel & Power Ltd - India
- Salva Resources Pvt Ltd - India
- Wood Mackenzie - Singapore
- Sindya Power Generating Company Private Ltd
- Australian Coal Association
- Deloitte Consulting - India
- Borneo Indobara - Indonesia
- Chamber of Mines of South Africa
- Thiess Contractors Indonesia
- Simpson Spence & Young - Indonesia
- Electricity Generating Authority of Thailand
- Tata Chemicals Ltd - India
- Mintek Dendrill Indonesia
- PTC India Limited - India
- Petron Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- The State Trading Corporation of India Ltd
- Bhatia International Limited - India
- Baramulti Group, Indonesia
- Posco Energy - South Korea
- Vedanta Resources Plc - India
- Barasentosa Lestari - Indonesia
- Attock Cement Pakistan Limited
- Siam City Cement PLC, Thailand
- Vijayanagar Sugar Pvt Ltd - India
- Indika Energy - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Coastal Gujarat Power Limited - India
- Dalmia Cement Bharat India
- Tamil Nadu electricity Board
- Binh Thuan Hamico - Vietnam
- LBH Netherlands Bv - Netherlands
- Miang Besar Coal Terminal - Indonesia
- Bukit Makmur.PT - Indonesia
- PNOC Exploration Corporation - Philippines
- McConnell Dowell - Australia
- Bahari Cakrawala Sebuku - Indonesia
- India Bulls Power Limited - India
- Global Business Power Corporation, Philippines
- Ambuja Cements Ltd - India
- Xindia Steels Limited - India
- Wilmar Investment Holdings
- Gujarat Electricity Regulatory Commission - India
- Banpu Public Company Limited - Thailand
- Kohat Cement Company Ltd. - Pakistan
- OPG Power Generation Pvt Ltd - India
- Larsen & Toubro Limited - India
- Merrill Lynch Commodities Europe
- Semirara Mining Corp, Philippines
- SMG Consultants - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Standard Chartered Bank - UAE
- Thai Mozambique Logistica
- European Bulk Services B.V. - Netherlands
- Meralco Power Generation, Philippines
- Kartika Selabumi Mining - Indonesia
- Madhucon Powers Ltd - India
- San Jose City I Power Corp, Philippines
- CNBM International Corporation - China
- Singapore Mercantile Exchange
- Metalloyd Limited - United Kingdom
- Kaltim Prima Coal - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Interocean Group of Companies - India
- Vizag Seaport Private Limited - India
- Jaiprakash Power Ventures ltd
- Manunggal Multi Energi - Indonesia
- TeaM Sual Corporation - Philippines
- Ministry of Transport, Egypt
- Electricity Authority, New Zealand
- Meenaskhi Energy Private Limited - India
- Georgia Ports Authority, United States
- Gujarat Mineral Development Corp Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Medco Energi Mining Internasional
- Therma Luzon, Inc, Philippines
- Ministry of Finance - Indonesia
- Bharathi Cement Corporation - India
- Edison Trading Spa - Italy
- Indonesian Coal Mining Association
- Cigading International Bulk Terminal - Indonesia
- Mjunction Services Limited - India
- Timah Investasi Mineral - Indoneisa
- Uttam Galva Steels Limited - India
- Oldendorff Carriers - Singapore
- Australian Commodity Traders Exchange
- Coal and Oil Company - UAE
- GAC Shipping (India) Pvt Ltd
- Marubeni Corporation - India
- Directorate Of Revenue Intelligence - India
- AsiaOL BioFuels Corp., Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Africa Commodities Group - South Africa
- Karaikal Port Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- South Luzon Thermal Energy Corporation
- Energy Development Corp, Philippines
- Parliament of New Zealand
- GMR Energy Limited - India
- Straits Asia Resources Limited - Singapore
- Bayan Resources Tbk. - Indonesia
- Grasim Industreis Ltd - India
- Kepco SPC Power Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
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