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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, 01 May 20
LUKOIL SHARES LUBRICANT EXPERIENCE AFTER FIRST 100 DAYS OF OPERATION ON VLSFO
KNOWLEDGE TO ELEVATE
After 100 days of VLSFO operation, LUKOIL Marine Lubricants is sharing recent experience on VLSFO operation with NAVIGO M ...
Wednesday, 29 April 20
OIL CLOSES IN ON PEAK OVERSUPPLY - WOOD MACKENZIE
Are we now deep in the abyss? Up to our necks in it, if the oil price is any guide. Brent has now tested sub-US$20/bbl in this downturn and WTI sub ...
Monday, 27 April 20
INCIDENT INVESTIGATION: SEARCH FOR THE CAUSE, NOT THE VILLAIN - GARD
Incident investigations often conclude with placing the blame for an incident on the crew. Causes of the incidents are usually identified as proced ...
Monday, 27 April 20
A 58,000DWT VESSEL WAS FIXED DELIVERY SINGAPORE TRIP VIA INDONESIA, RE-DELIVERY WC INDIA, AT $4,500 - BALTIC BRIEFING
Capesize
The tide turned this week for the Capesize market, as voyage rates registered dramatically falling fuel costs. This was led primarily ...
Sunday, 26 April 20
STRONGER BUNKER PRICES FAIL TO RALLY FREIGHT MARKET - FIS
VLSFO bunker prices rebounded by $22.50 to $229/mt in the port of Singapore but failed to turn around the spot freight market.
Some ...
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- SN Aboitiz Power Inc, Philippines
- Sree Jayajothi Cements Limited - India
- Chamber of Mines of South Africa
- Indika Energy - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Billiton Holdings Pty Ltd - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Karaikal Port Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Thai Mozambique Logistica
- Edison Trading Spa - Italy
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indian Oil Corporation Limited
- Globalindo Alam Lestari - Indonesia
- Vedanta Resources Plc - India
- Independent Power Producers Association of India
- Semirara Mining and Power Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Deloitte Consulting - India
- London Commodity Brokers - England
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Leighton Contractors Pty Ltd - Australia
- Singapore Mercantile Exchange
- Global Coal Blending Company Limited - Australia
- Xindia Steels Limited - India
- Salva Resources Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- The University of Queensland
- Coastal Gujarat Power Limited - India
- Aditya Birla Group - India
- Riau Bara Harum - Indonesia
- McConnell Dowell - Australia
- New Zealand Coal & Carbon
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Indo Tambangraya Megah - Indonesia
- Ministry of Mines - Canada
- Power Finance Corporation Ltd., India
- Africa Commodities Group - South Africa
- Central Java Power - Indonesia
- Bharathi Cement Corporation - India
- Tamil Nadu electricity Board
- SMC Global Power, Philippines
- Indogreen Group - Indonesia
- Lanco Infratech Ltd - India
- CNBM International Corporation - China
- GN Power Mariveles Coal Plant, Philippines
- Georgia Ports Authority, United States
- Coalindo Energy - Indonesia
- Banpu Public Company Limited - Thailand
- Indonesian Coal Mining Association
- OPG Power Generation Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Rio Tinto Coal - Australia
- Uttam Galva Steels Limited - India
- ICICI Bank Limited - India
- Heidelberg Cement - Germany
- San Jose City I Power Corp, Philippines
- TeaM Sual Corporation - Philippines
- Savvy Resources Ltd - HongKong
- Alfred C Toepfer International GmbH - Germany
- PNOC Exploration Corporation - Philippines
- Vizag Seaport Private Limited - India
- PowerSource Philippines DevCo
- Miang Besar Coal Terminal - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bhatia International Limited - India
- Bukit Baiduri Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Borneo Indobara - Indonesia
- Meralco Power Generation, Philippines
- Coal and Oil Company - UAE
- Goldman Sachs - Singapore
- White Energy Company Limited
- Bukit Asam (Persero) Tbk - Indonesia
- Sakthi Sugars Limited - India
- Makarim & Taira - Indonesia
- Straits Asia Resources Limited - Singapore
- Dalmia Cement Bharat India
- Grasim Industreis Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Samtan Co., Ltd - South Korea
- Toyota Tsusho Corporation, Japan
- Ind-Barath Power Infra Limited - India
- Chettinad Cement Corporation Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Commonwealth Bank - Australia
- Oldendorff Carriers - Singapore
- Attock Cement Pakistan Limited
- Larsen & Toubro Limited - India
- Essar Steel Hazira Ltd - India
- Agrawal Coal Company - India
- Kartika Selabumi Mining - Indonesia
- Semirara Mining Corp, Philippines
- Mercuria Energy - Indonesia
- Sojitz Corporation - Japan
- TNB Fuel Sdn Bhd - Malaysia
- Pendopo Energi Batubara - Indonesia
- Renaissance Capital - South Africa
- LBH Netherlands Bv - Netherlands
- Marubeni Corporation - India
- Parry Sugars Refinery, India
- Bayan Resources Tbk. - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Bulk Trading Sa - Switzerland
- Vijayanagar Sugar Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Interocean Group of Companies - India
- Mintek Dendrill Indonesia
- Cement Manufacturers Association - India
- Kumho Petrochemical, South Korea
- European Bulk Services B.V. - Netherlands
- Therma Luzon, Inc, Philippines
- Wilmar Investment Holdings
- Trasteel International SA, Italy
- Merrill Lynch Commodities Europe
- Eastern Coal Council - USA
- Manunggal Multi Energi - Indonesia
- Iligan Light & Power Inc, Philippines
- Carbofer General Trading SA - India
- Ceylon Electricity Board - Sri Lanka
- Parliament of New Zealand
- Krishnapatnam Port Company Ltd. - India
- Ministry of Transport, Egypt
- Maheswari Brothers Coal Limited - India
- Cigading International Bulk Terminal - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Siam City Cement PLC, Thailand
- International Coal Ventures Pvt Ltd - India
- Ambuja Cements Ltd - India
- GAC Shipping (India) Pvt Ltd
- Videocon Industries ltd - India
- PTC India Limited - India
- Baramulti Group, Indonesia
- The Treasury - Australian Government
- Bukit Makmur.PT - Indonesia
- Barasentosa Lestari - Indonesia
- Minerals Council of Australia
- Orica Mining Services - Indonesia
- Bangladesh Power Developement Board
- Latin American Coal - Colombia
- Sical Logistics Limited - India
- Rashtriya Ispat Nigam Limited - India
- Central Electricity Authority - India
- Mjunction Services Limited - India
- Price Waterhouse Coopers - Russia
- Kideco Jaya Agung - Indonesia
- Medco Energi Mining Internasional
- Star Paper Mills Limited - India
- Electricity Generating Authority of Thailand
- Petron Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Madhucon Powers Ltd - India
- IHS Mccloskey Coal Group - USA
- Antam Resourcindo - Indonesia
- Sarangani Energy Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- IEA Clean Coal Centre - UK
- CIMB Investment Bank - Malaysia
- SMG Consultants - Indonesia
- Tata Chemicals Ltd - India
- Simpson Spence & Young - Indonesia
- Australian Commodity Traders Exchange
- AsiaOL BioFuels Corp., Philippines
- Formosa Plastics Group - Taiwan
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indian Energy Exchange, India
- Altura Mining Limited, Indonesia
- ASAPP Information Group - India
- Energy Link Ltd, New Zealand
- Kepco SPC Power Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Wood Mackenzie - Singapore
- Economic Council, Georgia
- Gujarat Mineral Development Corp Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Posco Energy - South Korea
- Electricity Authority, New Zealand
- Planning Commission, India
- India Bulls Power Limited - India
- Global Business Power Corporation, Philippines
- VISA Power Limited - India
- MS Steel International - UAE
- South Luzon Thermal Energy Corporation
- Siam City Cement - Thailand
- Metalloyd Limited - United Kingdom
- Bhushan Steel Limited - India
- GVK Power & Infra Limited - India
- Timah Investasi Mineral - Indoneisa
- Petrochimia International Co. Ltd.- Taiwan
- Romanian Commodities Exchange
- Australian Coal Association
- Directorate Of Revenue Intelligence - India
- Meenaskhi Energy Private Limited - India
- Mercator Lines Limited - India
- Gujarat Sidhee Cement - India
- Port Waratah Coal Services - Australia
- Intertek Mineral Services - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Ministry of Finance - Indonesia
- Binh Thuan Hamico - Vietnam
- Eastern Energy - Thailand
- Global Green Power PLC Corporation, Philippines
- GMR Energy Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Thiess Contractors Indonesia
- Bhoruka Overseas - Indonesia
- The State Trading Corporation of India Ltd
- Anglo American - United Kingdom
- Kaltim Prima Coal - Indonesia
- Energy Development Corp, Philippines
- Malabar Cements Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Orica Australia Pty. Ltd.
- Standard Chartered Bank - UAE
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