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Wednesday, 01 April 20
MARKET INSIGHT - INTERMODAL
 There is an old, allegedly Chinese, saying suggesting that living in “interesting” times usually refers to times of trouble. The latest developments on a global scale indicate that most probably we are among the less fortunate. Another saying though suggests that “there is always something good in every bad”. Surely, no-one doubts that the new virus may cause thousands of deaths. It also goes without saying that a prolonged shutdown of every developed/developing country of the world will have severe economic and social consequences. This is now clear to everyone. We are constantly being bombarded with bad news by way of noisy words such as “markets free fall”, “huge sell off”, “bankruptcy”, “worst ever recession”, “collapse” etc. This is so stressful.
However, there is also some good news. Apart from the hundreds of scientists and laboratories currently looking for ways to fight the virus, there are unprecedented, huge fiscal and monetary stimulus packages offered by governments and central banks across the world and almost in a coordinated way. They are ready to do ‘’whatever it takes’’ so that the global economy gets back on its feet. Rate cuts, loan guarantees, tax cuts, wage subsidies, liquidity schemes and asset purchase programs are just a few of the tools that governments and central banks have already decided to use so that they don’t allow economies to derail.
So, apart from the daily 1-2 hours’ bad news “update”, what should the news talk about? Where is the “good” in all this bad? It is hiding in the day after. This is the day after the lockdown measures are over; the day that the global economic growth will start gathering pace. Regardless of what its shape will be – ‘’V’’, ‘’U’’, ‘’L’’ or ‘’W’’ – recovery will eventually come, as it has done in all the previous ‘’catastrophic’’ times in human history. However, it will still be the end of the world as we know it, both in micro and macro-economic level.
Digitalization will grow even faster. People will change the way they live and work. New and more productive ways of working will be adopted, through smart working, with less physical (i.e. less commuting and traveling) and much more efficient meetings. E-commerce, tele-medicine and on-line education will also flourish, all allowing more free personal time for everyone.
Supply chains - logistics. Most, if not all, large manufacturing companies will re-consider their current just-in-time inventory management and their reliance on global networks of suppliers. Raw material stocks will be increased as additional reserve cushions in order to prevent exhausted inventory and production disruption due to a global shutdown as the one we are currently facing. Logistics’ hubs will also be re-considered so that they are better (geographically) positioned.
In view of all the above, most likely debt providers will follow suit. Further to the financial standing of each company, its environmental, social and corporate governance, I would be most surprised if the financiers did not add in their checklists each company’s emergency and crisis management plans. In the meantime, and until we reach the ‘’day after’’, let’s all stay at home, stay safe and buy some more time for the people who work either to clinically fight the virus, or provide the means so that we all suffer as less casualties of any kind, as possible.
By George Laios
Deputy CEO, Intermodal Group
Compiled by:
Intermodal Research & Valuations
Analysts:
Ms Eva Tzima
Mr.George Panagopoulos
Disclaimer and legal disclosure: For any further queries please do not hesitate to contact our Research & Valuations Department. The information contained in this report has been obtained from various sources, as reported in the market. Intermodal Shipbrokers Co. believes such information to be factual and reliable without making guarantees regarding its accuracy or completeness. Whilst every care has been taken in the production of the above review, no liability can be accepted for any loss or damage incurred in any way whatsoever by any person who may seek to rely on the information and views contained in this material. This report is being produced for the internal use of the intended recipients only and no reproducing is allowed, without the prior written authorization of Intermodal Shipbrokers Co.
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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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- Standard Chartered Bank - UAE
- Semirara Mining and Power Corporation, Philippines
- Mercuria Energy - Indonesia
- Ministry of Mines - Canada
- Timah Investasi Mineral - Indoneisa
- Kartika Selabumi Mining - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- TeaM Sual Corporation - Philippines
- Miang Besar Coal Terminal - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- The Treasury - Australian Government
- TNB Fuel Sdn Bhd - Malaysia
- Bukit Asam (Persero) Tbk - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Asmin Koalindo Tuhup - Indonesia
- Goldman Sachs - Singapore
- LBH Netherlands Bv - Netherlands
- Mintek Dendrill Indonesia
- Samtan Co., Ltd - South Korea
- Offshore Bulk Terminal Pte Ltd, Singapore
- Holcim Trading Pte Ltd - Singapore
- Essar Steel Hazira Ltd - India
- Jindal Steel & Power Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Ministry of Transport, Egypt
- SMG Consultants - Indonesia
- IEA Clean Coal Centre - UK
- Pipit Mutiara Jaya. PT, Indonesia
- New Zealand Coal & Carbon
- Indo Tambangraya Megah - Indonesia
- Madhucon Powers Ltd - India
- Minerals Council of Australia
- The State Trading Corporation of India Ltd
- Toyota Tsusho Corporation, Japan
- Chettinad Cement Corporation Ltd - India
- Barasentosa Lestari - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Videocon Industries ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Kepco SPC Power Corporation, Philippines
- Interocean Group of Companies - India
- Merrill Lynch Commodities Europe
- Directorate Of Revenue Intelligence - India
- Kumho Petrochemical, South Korea
- Bukit Makmur.PT - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- MS Steel International - UAE
- Latin American Coal - Colombia
- Indika Energy - Indonesia
- London Commodity Brokers - England
- Marubeni Corporation - India
- Indian Energy Exchange, India
- GAC Shipping (India) Pvt Ltd
- Energy Development Corp, Philippines
- Simpson Spence & Young - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Africa Commodities Group - South Africa
- PowerSource Philippines DevCo
- VISA Power Limited - India
- Gujarat Electricity Regulatory Commission - India
- Semirara Mining Corp, Philippines
- IHS Mccloskey Coal Group - USA
- India Bulls Power Limited - India
- CNBM International Corporation - China
- Formosa Plastics Group - Taiwan
- Salva Resources Pvt Ltd - India
- Port Waratah Coal Services - Australia
- Kobexindo Tractors - Indoneisa
- Oldendorff Carriers - Singapore
- Makarim & Taira - Indonesia
- Deloitte Consulting - India
- Sarangani Energy Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Chamber of Mines of South Africa
- Singapore Mercantile Exchange
- Heidelberg Cement - Germany
- OPG Power Generation Pvt Ltd - India
- Star Paper Mills Limited - India
- Maheswari Brothers Coal Limited - India
- Gujarat Sidhee Cement - India
- Independent Power Producers Association of India
- Riau Bara Harum - Indonesia
- Mjunction Services Limited - India
- Karaikal Port Pvt Ltd - India
- Posco Energy - South Korea
- Lanco Infratech Ltd - India
- Wood Mackenzie - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Attock Cement Pakistan Limited
- Iligan Light & Power Inc, Philippines
- Bayan Resources Tbk. - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Binh Thuan Hamico - Vietnam
- Central Electricity Authority - India
- Renaissance Capital - South Africa
- Savvy Resources Ltd - HongKong
- Sree Jayajothi Cements Limited - India
- Sakthi Sugars Limited - India
- Tata Chemicals Ltd - India
- Global Coal Blending Company Limited - Australia
- Coal and Oil Company - UAE
- Kohat Cement Company Ltd. - Pakistan
- Bharathi Cement Corporation - India
- Intertek Mineral Services - Indonesia
- International Coal Ventures Pvt Ltd - India
- Cement Manufacturers Association - India
- Commonwealth Bank - Australia
- Banpu Public Company Limited - Thailand
- GMR Energy Limited - India
- SN Aboitiz Power Inc, Philippines
- Leighton Contractors Pty Ltd - Australia
- Dalmia Cement Bharat India
- Siam City Cement - Thailand
- Antam Resourcindo - Indonesia
- Rio Tinto Coal - Australia
- Malabar Cements Ltd - India
- PTC India Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Vedanta Resources Plc - India
- Xindia Steels Limited - India
- Bangladesh Power Developement Board
- AsiaOL BioFuels Corp., Philippines
- Global Business Power Corporation, Philippines
- Ministry of Finance - Indonesia
- Aditya Birla Group - India
- Medco Energi Mining Internasional
- Altura Mining Limited, Indonesia
- Aboitiz Power Corporation - Philippines
- Karbindo Abesyapradhi - Indoneisa
- Borneo Indobara - Indonesia
- Petron Corporation, Philippines
- Thai Mozambique Logistica
- Ind-Barath Power Infra Limited - India
- Bulk Trading Sa - Switzerland
- Bhoruka Overseas - Indonesia
- Georgia Ports Authority, United States
- Romanian Commodities Exchange
- Larsen & Toubro Limited - India
- Parry Sugars Refinery, India
- Globalindo Alam Lestari - Indonesia
- Therma Luzon, Inc, Philippines
- Neyveli Lignite Corporation Ltd, - India
- White Energy Company Limited
- Price Waterhouse Coopers - Russia
- Meenaskhi Energy Private Limited - India
- Ambuja Cements Ltd - India
- Orica Mining Services - Indonesia
- Edison Trading Spa - Italy
- Thiess Contractors Indonesia
- Electricity Generating Authority of Thailand
- Agrawal Coal Company - India
- Eastern Coal Council - USA
- Economic Council, Georgia
- Vijayanagar Sugar Pvt Ltd - India
- Parliament of New Zealand
- Straits Asia Resources Limited - Singapore
- Meralco Power Generation, Philippines
- ASAPP Information Group - India
- Baramulti Group, Indonesia
- Indogreen Group - Indonesia
- Sical Logistics Limited - India
- Bukit Baiduri Energy - Indonesia
- Eastern Energy - Thailand
- Bahari Cakrawala Sebuku - Indonesia
- Metalloyd Limited - United Kingdom
- Orica Australia Pty. Ltd.
- South Luzon Thermal Energy Corporation
- Bhushan Steel Limited - India
- Wilmar Investment Holdings
- Australian Commodity Traders Exchange
- Power Finance Corporation Ltd., India
- Billiton Holdings Pty Ltd - Australia
- Energy Link Ltd, New Zealand
- Trasteel International SA, Italy
- Bhatia International Limited - India
- San Jose City I Power Corp, Philippines
- Planning Commission, India
- Indonesian Coal Mining Association
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Coalindo Energy - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- The University of Queensland
- Uttam Galva Steels Limited - India
- European Bulk Services B.V. - Netherlands
- SMC Global Power, Philippines
- Manunggal Multi Energi - Indonesia
- Anglo American - United Kingdom
- Sojitz Corporation - Japan
- Grasim Industreis Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Coastal Gujarat Power Limited - India
- Ceylon Electricity Board - Sri Lanka
- Jaiprakash Power Ventures ltd
- Australian Coal Association
- McConnell Dowell - Australia
- Tamil Nadu electricity Board
- Kaltim Prima Coal - Indonesia
- Carbofer General Trading SA - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Vizag Seaport Private Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Global Green Power PLC Corporation, Philippines
- CIMB Investment Bank - Malaysia
- GVK Power & Infra Limited - India
- ICICI Bank Limited - India
- Krishnapatnam Port Company Ltd. - India
- Sindya Power Generating Company Private Ltd
- Electricity Authority, New Zealand
- Central Java Power - Indonesia
- Mercator Lines Limited - India
- Pendopo Energi Batubara - Indonesia
- PNOC Exploration Corporation - Philippines
- Siam City Cement PLC, Thailand
- Indian Oil Corporation Limited
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Maharashtra Electricity Regulatory Commission - India
- Kideco Jaya Agung - Indonesia
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