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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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Thursday, 11 June 20
JAN-MAY, INDONESIA SHIPPED 175.15 MILLION TONS OF COAL TO ITS OVERSEAS BUYERS
Indonesia's coal production for the first 5 months of this year have reached 228 million tons. January – May 2020, Indonesia shipped US$ ...
Thursday, 11 June 20
CHINA'S BENCHMARK POWER COAL PRICE EDGES UP - XINHUA
China’s benchmark power coal price rose slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge of ...
Wednesday, 10 June 20
OPEC+ CUTS EXTENSION TO ACCELERATE MARKET REBALANCING - FITCH RATINGS
Fitch Ratings-London-08 June 2020: The OPEC+ agreement to extend by one month record oil production cuts should accelerate market rebalancing, Fitc ...
Wednesday, 10 June 20
MARKET INSIGHT - INTERMODAL
In contrast to the economic projections of the past two years for the first half of 2020, the oil & gas industry and those involved in it faced ...
Wednesday, 10 June 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX DOWN 0.19 PCT - XINHUA
China Taiyuan coal transaction price index stood at 123.71 points Monday, down 0.19 percent week on week.
The index, released by Chi ...
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- New Zealand Coal & Carbon
- The University of Queensland
- Wood Mackenzie - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Orica Mining Services - Indonesia
- Kideco Jaya Agung - Indonesia
- Borneo Indobara - Indonesia
- Binh Thuan Hamico - Vietnam
- Banpu Public Company Limited - Thailand
- Electricity Generating Authority of Thailand
- CIMB Investment Bank - Malaysia
- SN Aboitiz Power Inc, Philippines
- Deloitte Consulting - India
- Holcim Trading Pte Ltd - Singapore
- Mjunction Services Limited - India
- Rashtriya Ispat Nigam Limited - India
- Commonwealth Bank - Australia
- Kaltim Prima Coal - Indonesia
- Barasentosa Lestari - Indonesia
- Interocean Group of Companies - India
- Cigading International Bulk Terminal - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Maharashtra Electricity Regulatory Commission - India
- Merrill Lynch Commodities Europe
- Vijayanagar Sugar Pvt Ltd - India
- Goldman Sachs - Singapore
- Alfred C Toepfer International GmbH - Germany
- India Bulls Power Limited - India
- Ministry of Finance - Indonesia
- Central Java Power - Indonesia
- Essar Steel Hazira Ltd - India
- Ambuja Cements Ltd - India
- Anglo American - United Kingdom
- Altura Mining Limited, Indonesia
- Malabar Cements Ltd - India
- Uttam Galva Steels Limited - India
- Chettinad Cement Corporation Ltd - India
- Maheswari Brothers Coal Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- White Energy Company Limited
- Aboitiz Power Corporation - Philippines
- Grasim Industreis Ltd - India
- CNBM International Corporation - China
- Jorong Barutama Greston.PT - Indonesia
- Timah Investasi Mineral - Indoneisa
- Riau Bara Harum - Indonesia
- Edison Trading Spa - Italy
- Latin American Coal - Colombia
- Semirara Mining and Power Corporation, Philippines
- Attock Cement Pakistan Limited
- Videocon Industries ltd - India
- Madhucon Powers Ltd - India
- Directorate Of Revenue Intelligence - India
- Sree Jayajothi Cements Limited - India
- GN Power Mariveles Coal Plant, Philippines
- PowerSource Philippines DevCo
- Eastern Energy - Thailand
- Rio Tinto Coal - Australia
- Bayan Resources Tbk. - Indonesia
- Indonesian Coal Mining Association
- Georgia Ports Authority, United States
- Planning Commission, India
- Bukit Makmur.PT - Indonesia
- Bharathi Cement Corporation - India
- Sindya Power Generating Company Private Ltd
- PetroVietnam Power Coal Import and Supply Company
- Wilmar Investment Holdings
- Indian Energy Exchange, India
- PTC India Limited - India
- Bulk Trading Sa - Switzerland
- Simpson Spence & Young - Indonesia
- Global Coal Blending Company Limited - Australia
- Aditya Birla Group - India
- Lanco Infratech Ltd - India
- Energy Link Ltd, New Zealand
- OPG Power Generation Pvt Ltd - India
- Dalmia Cement Bharat India
- TeaM Sual Corporation - Philippines
- Eastern Coal Council - USA
- AsiaOL BioFuels Corp., Philippines
- Bukit Baiduri Energy - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Jindal Steel & Power Ltd - India
- International Coal Ventures Pvt Ltd - India
- Posco Energy - South Korea
- GMR Energy Limited - India
- IHS Mccloskey Coal Group - USA
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sical Logistics Limited - India
- Jaiprakash Power Ventures ltd
- Cement Manufacturers Association - India
- Kepco SPC Power Corporation, Philippines
- Metalloyd Limited - United Kingdom
- Bhoruka Overseas - Indonesia
- Global Green Power PLC Corporation, Philippines
- ASAPP Information Group - India
- PNOC Exploration Corporation - Philippines
- Thiess Contractors Indonesia
- Star Paper Mills Limited - India
- Australian Commodity Traders Exchange
- Bangladesh Power Developement Board
- Coal and Oil Company - UAE
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Energy Development Corp, Philippines
- Semirara Mining Corp, Philippines
- Economic Council, Georgia
- Ceylon Electricity Board - Sri Lanka
- Vizag Seaport Private Limited - India
- Siam City Cement PLC, Thailand
- McConnell Dowell - Australia
- Vedanta Resources Plc - India
- Price Waterhouse Coopers - Russia
- Bukit Asam (Persero) Tbk - Indonesia
- Parry Sugars Refinery, India
- Samtan Co., Ltd - South Korea
- SMG Consultants - Indonesia
- Petron Corporation, Philippines
- Marubeni Corporation - India
- ICICI Bank Limited - India
- Heidelberg Cement - Germany
- Kobexindo Tractors - Indoneisa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Global Business Power Corporation, Philippines
- Intertek Mineral Services - Indonesia
- Agrawal Coal Company - India
- Electricity Authority, New Zealand
- Krishnapatnam Port Company Ltd. - India
- Singapore Mercantile Exchange
- Mercuria Energy - Indonesia
- Siam City Cement - Thailand
- Larsen & Toubro Limited - India
- South Luzon Thermal Energy Corporation
- Manunggal Multi Energi - Indonesia
- European Bulk Services B.V. - Netherlands
- MS Steel International - UAE
- Salva Resources Pvt Ltd - India
- Indian Oil Corporation Limited
- Tamil Nadu electricity Board
- Kumho Petrochemical, South Korea
- Mercator Lines Limited - India
- Karaikal Port Pvt Ltd - India
- Indogreen Group - Indonesia
- Xindia Steels Limited - India
- Straits Asia Resources Limited - Singapore
- Carbofer General Trading SA - India
- Formosa Plastics Group - Taiwan
- VISA Power Limited - India
- Australian Coal Association
- Romanian Commodities Exchange
- Kartika Selabumi Mining - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Bhushan Steel Limited - India
- Oldendorff Carriers - Singapore
- Ind-Barath Power Infra Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- IEA Clean Coal Centre - UK
- Parliament of New Zealand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sakthi Sugars Limited - India
- Gujarat Sidhee Cement - India
- Sojitz Corporation - Japan
- Leighton Contractors Pty Ltd - Australia
- Makarim & Taira - Indonesia
- The State Trading Corporation of India Ltd
- TNB Fuel Sdn Bhd - Malaysia
- Meenaskhi Energy Private Limited - India
- Antam Resourcindo - Indonesia
- SMC Global Power, Philippines
- GVK Power & Infra Limited - India
- Therma Luzon, Inc, Philippines
- Meralco Power Generation, Philippines
- Kapuas Tunggal Persada - Indonesia
- The Treasury - Australian Government
- Pipit Mutiara Jaya. PT, Indonesia
- Indika Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- Chamber of Mines of South Africa
- Port Waratah Coal Services - Australia
- Miang Besar Coal Terminal - Indonesia
- Central Electricity Authority - India
- Sinarmas Energy and Mining - Indonesia
- Baramulti Group, Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- Tata Chemicals Ltd - India
- Trasteel International SA, Italy
- Pendopo Energi Batubara - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Sarangani Energy Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Ministry of Mines - Canada
- Medco Energi Mining Internasional
- San Jose City I Power Corp, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Coastal Gujarat Power Limited - India
- Bhatia International Limited - India
- Globalindo Alam Lestari - Indonesia
- Savvy Resources Ltd - HongKong
- Kohat Cement Company Ltd. - Pakistan
- Mintek Dendrill Indonesia
- Billiton Holdings Pty Ltd - Australia
- Thai Mozambique Logistica
- London Commodity Brokers - England
- LBH Netherlands Bv - Netherlands
- Karbindo Abesyapradhi - Indoneisa
- Standard Chartered Bank - UAE
- Orica Australia Pty. Ltd.
- Asmin Koalindo Tuhup - Indonesia
- GAC Shipping (India) Pvt Ltd
- Independent Power Producers Association of India
- Africa Commodities Group - South Africa
- Toyota Tsusho Corporation, Japan
- Coalindo Energy - Indonesia
- Ministry of Transport, Egypt
- Renaissance Capital - South Africa
- Power Finance Corporation Ltd., India
- Minerals Council of Australia
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