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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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Monday, 24 June 24
PHILIPPINES COAL SUPPLY ENOUGH UNTIL 2030 - PHILSTAR GLOBAL
The country’s existing coal-fired power plants are sufficient to ensure enough base load capacity in the next six years, Energy Secretary Rap ...
Friday, 14 June 24
NEXTDECADE, SAUDI ARAMCO SIGN 20-YEAR LNG SUPPLY DEAL - REUTERS
U.S. liquefied natural gas (LNG) provider NextDecade has signed a non-binding agreement with Saudi Aramco 2222.SE to supply 1.2 million tonnes per ...
Friday, 14 June 24
NEWBUILDING PRICES CLIMB 3% TO HIGHEST LEVEL IN 16 YEARS - NIELS RASMUSSEN
“Since the start of the year, newbuilding prices have risen 3% to their highest level since 2008. Compared to their most recent low in late 2 ...
Friday, 14 June 24
INDIA TARGETS HIGHER DOMESTIC COAL PRODUCTION, REDUCED IMPORTS: GOVT - REUTERS
India wants to reduce coal imports and increase domestic production, federal coal minister G. Kishan Reddy said on Thursday.
The cou ...
Thursday, 13 June 24
US LNG TO ASIA FOR POWER GENERATION EXPECTED TO CUT EMISSIONS VERSUS COAL - RYSTAD ENERGY
The value-chain emissions of liquified natural gas (LNG) are lower on average than for coal-fired power generation, even when the fuel is shipp ...
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- Latin American Coal - Colombia
- Kaltim Prima Coal - Indonesia
- Therma Luzon, Inc, Philippines
- International Coal Ventures Pvt Ltd - India
- Deloitte Consulting - India
- Bharathi Cement Corporation - India
- Gujarat Electricity Regulatory Commission - India
- Directorate General of MIneral and Coal - Indonesia
- Straits Asia Resources Limited - Singapore
- Posco Energy - South Korea
- Billiton Holdings Pty Ltd - Australia
- Gujarat Mineral Development Corp Ltd - India
- Heidelberg Cement - Germany
- Jorong Barutama Greston.PT - Indonesia
- Barasentosa Lestari - Indonesia
- Economic Council, Georgia
- Sojitz Corporation - Japan
- Krishnapatnam Port Company Ltd. - India
- Videocon Industries ltd - India
- Ind-Barath Power Infra Limited - India
- Petron Corporation, Philippines
- Agrawal Coal Company - India
- San Jose City I Power Corp, Philippines
- Sree Jayajothi Cements Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Savvy Resources Ltd - HongKong
- VISA Power Limited - India
- Eastern Coal Council - USA
- Mercuria Energy - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Singapore Mercantile Exchange
- Eastern Energy - Thailand
- Iligan Light & Power Inc, Philippines
- Electricity Authority, New Zealand
- Asmin Koalindo Tuhup - Indonesia
- Sarangani Energy Corporation, Philippines
- Coal and Oil Company - UAE
- Power Finance Corporation Ltd., India
- Indika Energy - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Toyota Tsusho Corporation, Japan
- Port Waratah Coal Services - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- IHS Mccloskey Coal Group - USA
- Siam City Cement - Thailand
- GAC Shipping (India) Pvt Ltd
- Ministry of Transport, Egypt
- Grasim Industreis Ltd - India
- Baramulti Group, Indonesia
- Chettinad Cement Corporation Ltd - India
- Indian Oil Corporation Limited
- Simpson Spence & Young - Indonesia
- European Bulk Services B.V. - Netherlands
- Malabar Cements Ltd - India
- Altura Mining Limited, Indonesia
- PTC India Limited - India
- Maheswari Brothers Coal Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Cement Manufacturers Association - India
- Chamber of Mines of South Africa
- Edison Trading Spa - Italy
- Directorate Of Revenue Intelligence - India
- Orica Mining Services - Indonesia
- Medco Energi Mining Internasional
- Coastal Gujarat Power Limited - India
- Sakthi Sugars Limited - India
- Riau Bara Harum - Indonesia
- Energy Development Corp, Philippines
- McConnell Dowell - Australia
- The Treasury - Australian Government
- Ministry of Finance - Indonesia
- Xindia Steels Limited - India
- SN Aboitiz Power Inc, Philippines
- Parry Sugars Refinery, India
- Rashtriya Ispat Nigam Limited - India
- Merrill Lynch Commodities Europe
- Meralco Power Generation, Philippines
- Bukit Baiduri Energy - Indonesia
- London Commodity Brokers - England
- Planning Commission, India
- Price Waterhouse Coopers - Russia
- PowerSource Philippines DevCo
- Standard Chartered Bank - UAE
- Indonesian Coal Mining Association
- Ambuja Cements Ltd - India
- Gujarat Sidhee Cement - India
- Vizag Seaport Private Limited - India
- Vedanta Resources Plc - India
- Goldman Sachs - Singapore
- Bhushan Steel Limited - India
- Interocean Group of Companies - India
- Mercator Lines Limited - India
- Salva Resources Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- South Luzon Thermal Energy Corporation
- Makarim & Taira - Indonesia
- Bukit Makmur.PT - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Australian Coal Association
- LBH Netherlands Bv - Netherlands
- Thai Mozambique Logistica
- Petrochimia International Co. Ltd.- Taiwan
- Central Java Power - Indonesia
- Indian Energy Exchange, India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Romanian Commodities Exchange
- Electricity Generating Authority of Thailand
- SMC Global Power, Philippines
- Sindya Power Generating Company Private Ltd
- Intertek Mineral Services - Indonesia
- Global Coal Blending Company Limited - Australia
- Miang Besar Coal Terminal - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Bayan Resources Tbk. - Indonesia
- Bulk Trading Sa - Switzerland
- Georgia Ports Authority, United States
- Meenaskhi Energy Private Limited - India
- Carbofer General Trading SA - India
- Bhatia International Limited - India
- Semirara Mining Corp, Philippines
- PNOC Exploration Corporation - Philippines
- Pendopo Energi Batubara - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Kalimantan Lumbung Energi - Indonesia
- CIMB Investment Bank - Malaysia
- Anglo American - United Kingdom
- Energy Link Ltd, New Zealand
- Attock Cement Pakistan Limited
- Renaissance Capital - South Africa
- Karaikal Port Pvt Ltd - India
- White Energy Company Limited
- Uttam Galva Steels Limited - India
- Thiess Contractors Indonesia
- GVK Power & Infra Limited - India
- Kumho Petrochemical, South Korea
- Africa Commodities Group - South Africa
- India Bulls Power Limited - India
- Tamil Nadu electricity Board
- New Zealand Coal & Carbon
- Binh Thuan Hamico - Vietnam
- Jindal Steel & Power Ltd - India
- Kepco SPC Power Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Alfred C Toepfer International GmbH - Germany
- Kideco Jaya Agung - Indonesia
- Minerals Council of Australia
- Orica Australia Pty. Ltd.
- The University of Queensland
- IEA Clean Coal Centre - UK
- Tata Chemicals Ltd - India
- CNBM International Corporation - China
- Australian Commodity Traders Exchange
- Leighton Contractors Pty Ltd - Australia
- Mjunction Services Limited - India
- Kartika Selabumi Mining - Indonesia
- GMR Energy Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Aditya Birla Group - India
- Borneo Indobara - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Rio Tinto Coal - Australia
- MS Steel International - UAE
- Sical Logistics Limited - India
- Samtan Co., Ltd - South Korea
- Ministry of Mines - Canada
- Parliament of New Zealand
- Dalmia Cement Bharat India
- Siam City Cement PLC, Thailand
- Metalloyd Limited - United Kingdom
- Vijayanagar Sugar Pvt Ltd - India
- Madhucon Powers Ltd - India
- Bhoruka Overseas - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- ASAPP Information Group - India
- The State Trading Corporation of India Ltd
- TeaM Sual Corporation - Philippines
- Star Paper Mills Limited - India
- Aboitiz Power Corporation - Philippines
- Larsen & Toubro Limited - India
- Timah Investasi Mineral - Indoneisa
- Wood Mackenzie - Singapore
- OPG Power Generation Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Jaiprakash Power Ventures ltd
- Indogreen Group - Indonesia
- Global Business Power Corporation, Philippines
- Oldendorff Carriers - Singapore
- Banpu Public Company Limited - Thailand
- Commonwealth Bank - Australia
- Manunggal Multi Energi - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Lanco Infratech Ltd - India
- Coalindo Energy - Indonesia
- Independent Power Producers Association of India
- Karbindo Abesyapradhi - Indoneisa
- Indo Tambangraya Megah - Indonesia
- Bangladesh Power Developement Board
- Wilmar Investment Holdings
- Essar Steel Hazira Ltd - India
- Marubeni Corporation - India
- Mintek Dendrill Indonesia
- Central Electricity Authority - India
- SMG Consultants - Indonesia
- Kobexindo Tractors - Indoneisa
- Trasteel International SA, Italy
- Globalindo Alam Lestari - Indonesia
- ICICI Bank Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Antam Resourcindo - Indonesia
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