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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, 02 August 24
COAL MARKET DEVELOPMENTS: FALLING PRICES AMID RECORD-HIGH OUTPUT - WORLD BANK
Coal prices inched up in May (m/m) following an 8 percent decline in 2024Q1. The Australian and South African benchmarks have plummeted more ...
Friday, 26 July 24
FUELEU MARITME IS COMING. IS YOUR CHARTERPARTY READY? - GARD
With less than six months to implementation of FuelEU Maritime in EU and EEA trades, there has been little published advice regarding how to alloca ...
Thursday, 04 July 24
INDIA'S COAL PRODUCTION RISES 14% IN JUNE - PTI
The country’s coal production rose by 14.49% to 84.63 million tonne (MT) in June. The country’s coal output was 73.92 MT in June last f ...
Tuesday, 02 July 24
NTPC CAPTIVE COAL OUTPUT GROWS 15% IN Q1; DESPATCH RISES 17%
State-owned NTPC on Monday reported a 15 per cent year-on-year increase in the production of coal from captives mines to 9.862 metric million tonne ...
Friday, 28 June 24
KOSPO INVITED BIDS FOR 400,000 MT OF MINIMUM 4000 NCV COAL FOR FIVE YEARS
Korea Southern Power Co., Ltd. (KOSPO), is inviting bids for total 400,000 MT of Low Calorific Value Coal for 5 years starting from July 2024 until ...
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- ASAPP Information Group - India
- Therma Luzon, Inc, Philippines
- Bulk Trading Sa - Switzerland
- Meenaskhi Energy Private Limited - India
- Sinarmas Energy and Mining - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Central Electricity Authority - India
- Kapuas Tunggal Persada - Indonesia
- Jaiprakash Power Ventures ltd
- Global Green Power PLC Corporation, Philippines
- Economic Council, Georgia
- Bank of Tokyo Mitsubishi UFJ Ltd
- South Luzon Thermal Energy Corporation
- Metalloyd Limited - United Kingdom
- Medco Energi Mining Internasional
- The University of Queensland
- Tata Chemicals Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Larsen & Toubro Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Carbofer General Trading SA - India
- Posco Energy - South Korea
- Xindia Steels Limited - India
- Savvy Resources Ltd - HongKong
- GMR Energy Limited - India
- Singapore Mercantile Exchange
- Bhatia International Limited - India
- Wilmar Investment Holdings
- Bukit Makmur.PT - Indonesia
- Energy Development Corp, Philippines
- PetroVietnam Power Coal Import and Supply Company
- PowerSource Philippines DevCo
- Karbindo Abesyapradhi - Indoneisa
- PNOC Exploration Corporation - Philippines
- Indonesian Coal Mining Association
- Sical Logistics Limited - India
- Heidelberg Cement - Germany
- Electricity Generating Authority of Thailand
- PTC India Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Siam City Cement PLC, Thailand
- Gujarat Electricity Regulatory Commission - India
- Renaissance Capital - South Africa
- Timah Investasi Mineral - Indoneisa
- Banpu Public Company Limited - Thailand
- The Treasury - Australian Government
- OPG Power Generation Pvt Ltd - India
- Eastern Energy - Thailand
- Formosa Plastics Group - Taiwan
- Merrill Lynch Commodities Europe
- Indian Oil Corporation Limited
- Chettinad Cement Corporation Ltd - India
- MS Steel International - UAE
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- SMC Global Power, Philippines
- Commonwealth Bank - Australia
- IEA Clean Coal Centre - UK
- Billiton Holdings Pty Ltd - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Oldendorff Carriers - Singapore
- Dalmia Cement Bharat India
- LBH Netherlands Bv - Netherlands
- Parliament of New Zealand
- Petrochimia International Co. Ltd.- Taiwan
- Leighton Contractors Pty Ltd - Australia
- Mercator Lines Limited - India
- India Bulls Power Limited - India
- Cigading International Bulk Terminal - Indonesia
- Attock Cement Pakistan Limited
- Trasteel International SA, Italy
- Orica Australia Pty. Ltd.
- Semirara Mining Corp, Philippines
- Indo Tambangraya Megah - Indonesia
- New Zealand Coal & Carbon
- Alfred C Toepfer International GmbH - Germany
- Holcim Trading Pte Ltd - Singapore
- Global Business Power Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Electricity Authority, New Zealand
- Altura Mining Limited, Indonesia
- Parry Sugars Refinery, India
- Aboitiz Power Corporation - Philippines
- International Coal Ventures Pvt Ltd - India
- The State Trading Corporation of India Ltd
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Orica Mining Services - Indonesia
- Essar Steel Hazira Ltd - India
- Wood Mackenzie - Singapore
- Binh Thuan Hamico - Vietnam
- Global Coal Blending Company Limited - Australia
- Vedanta Resources Plc - India
- Baramulti Group, Indonesia
- Bhoruka Overseas - Indonesia
- Mercuria Energy - Indonesia
- Bharathi Cement Corporation - India
- Ministry of Finance - Indonesia
- Coastal Gujarat Power Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Iligan Light & Power Inc, Philippines
- Karaikal Port Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- ICICI Bank Limited - India
- Ministry of Transport, Egypt
- Manunggal Multi Energi - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Coalindo Energy - Indonesia
- Eastern Coal Council - USA
- Kalimantan Lumbung Energi - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- VISA Power Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Australian Commodity Traders Exchange
- Barasentosa Lestari - Indonesia
- Sakthi Sugars Limited - India
- GAC Shipping (India) Pvt Ltd
- Indian Energy Exchange, India
- Intertek Mineral Services - Indonesia
- SN Aboitiz Power Inc, Philippines
- Borneo Indobara - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Australian Coal Association
- Goldman Sachs - Singapore
- Ceylon Electricity Board - Sri Lanka
- Africa Commodities Group - South Africa
- GN Power Mariveles Coal Plant, Philippines
- San Jose City I Power Corp, Philippines
- Ambuja Cements Ltd - India
- Independent Power Producers Association of India
- Sojitz Corporation - Japan
- Thai Mozambique Logistica
- Bukit Asam (Persero) Tbk - Indonesia
- Kobexindo Tractors - Indoneisa
- Rio Tinto Coal - Australia
- Directorate Of Revenue Intelligence - India
- Grasim Industreis Ltd - India
- Kartika Selabumi Mining - Indonesia
- Deloitte Consulting - India
- Straits Asia Resources Limited - Singapore
- Mjunction Services Limited - India
- Agrawal Coal Company - India
- Star Paper Mills Limited - India
- Gujarat Sidhee Cement - India
- Simpson Spence & Young - Indonesia
- Ministry of Mines - Canada
- Indika Energy - Indonesia
- McConnell Dowell - Australia
- Samtan Co., Ltd - South Korea
- European Bulk Services B.V. - Netherlands
- SMG Consultants - Indonesia
- Toyota Tsusho Corporation, Japan
- Sindya Power Generating Company Private Ltd
- London Commodity Brokers - England
- Lanco Infratech Ltd - India
- Tamil Nadu electricity Board
- Chamber of Mines of South Africa
- Aditya Birla Group - India
- Planning Commission, India
- Asmin Koalindo Tuhup - Indonesia
- Sarangani Energy Corporation, Philippines
- Videocon Industries ltd - India
- Price Waterhouse Coopers - Russia
- Sree Jayajothi Cements Limited - India
- Madhucon Powers Ltd - India
- Edison Trading Spa - Italy
- Interocean Group of Companies - India
- Bhushan Steel Limited - India
- Coal and Oil Company - UAE
- Anglo American - United Kingdom
- Meralco Power Generation, Philippines
- Kepco SPC Power Corporation, Philippines
- CNBM International Corporation - China
- Siam City Cement - Thailand
- Globalindo Alam Lestari - Indonesia
- Uttam Galva Steels Limited - India
- Indogreen Group - Indonesia
- Power Finance Corporation Ltd., India
- Minerals Council of Australia
- Petron Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Latin American Coal - Colombia
- AsiaOL BioFuels Corp., Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Energy Link Ltd, New Zealand
- Bangladesh Power Developement Board
- Riau Bara Harum - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Port Waratah Coal Services - Australia
- Kideco Jaya Agung - Indonesia
- Cement Manufacturers Association - India
- Jindal Steel & Power Ltd - India
- Pendopo Energi Batubara - Indonesia
- Kumho Petrochemical, South Korea
- Thiess Contractors Indonesia
- Mintek Dendrill Indonesia
- Standard Chartered Bank - UAE
- Kaltim Prima Coal - Indonesia
- Central Java Power - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Antam Resourcindo - Indonesia
- Bayan Resources Tbk. - Indonesia
- IHS Mccloskey Coal Group - USA
- Georgia Ports Authority, United States
- Miang Besar Coal Terminal - Indonesia
- Romanian Commodities Exchange
- Marubeni Corporation - India
- GVK Power & Infra Limited - India
- CIMB Investment Bank - Malaysia
- Malabar Cements Ltd - India
- White Energy Company Limited
- Krishnapatnam Port Company Ltd. - India
- Maheswari Brothers Coal Limited - India
- Makarim & Taira - Indonesia
- Bukit Baiduri Energy - Indonesia
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