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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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Tuesday, 09 June 20
BUNKER SUPPLY CONTRACTS - KEY CONSIDERATIONS FOR THE BUYER - GARD
KNOWLEDGE TO ELEVATE
Regardless of whether a buyer purchases fuel directly from physical suppliers or via brokers or traders and whether sale ...
Tuesday, 09 June 20
INDIA: COAL IMPORT DROPS BY 20% TO NEARLY 19 MILLION TONNES IN MAY, SAYS REPORT - HINDUSTAN TIMES
The country’s coal import dropped by 20 per cent to 18.93 million tonnes (MT) last month, industry data showed.
The government ...
Monday, 08 June 20
WOOD MACKENZIE: THE INDISPENSABLE OPEC+
Rumours of “the death of OPEC” have been circulating for almost as long as the organisation has existed. Just three years after the car ...
Monday, 08 June 20
CHINA'S COAL IMPORTS FALL NEARLY 20% IN MAY EVEN AS DEMAND RISES - REUTERS
China’s coal imports in May fell nearly 20% compared with a year earlier even as demand recovered at power plants and industrial users, custo ...
Monday, 08 June 20
JUNE 2020 INDONESIAN COAL PRICE REFERENCE HIT US$ 52.98 A TON, ITS LOWEST LEVEL SINCE AT LEAST AUGUST 2016
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down again the benchmark price of Indonesian th ...
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- ICICI Bank Limited - India
- Maheswari Brothers Coal Limited - India
- Thai Mozambique Logistica
- Globalindo Alam Lestari - Indonesia
- Interocean Group of Companies - India
- Agrawal Coal Company - India
- Indo Tambangraya Megah - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Coastal Gujarat Power Limited - India
- Bukit Baiduri Energy - Indonesia
- Ambuja Cements Ltd - India
- Renaissance Capital - South Africa
- Jorong Barutama Greston.PT - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- South Luzon Thermal Energy Corporation
- Bukit Makmur.PT - Indonesia
- Kumho Petrochemical, South Korea
- Bhushan Steel Limited - India
- San Jose City I Power Corp, Philippines
- Madhucon Powers Ltd - India
- Carbofer General Trading SA - India
- Siam City Cement PLC, Thailand
- Coalindo Energy - Indonesia
- Coal and Oil Company - UAE
- Australian Coal Association
- Toyota Tsusho Corporation, Japan
- Indian Energy Exchange, India
- Siam City Cement - Thailand
- Parliament of New Zealand
- LBH Netherlands Bv - Netherlands
- CIMB Investment Bank - Malaysia
- Kaltim Prima Coal - Indonesia
- Bangladesh Power Developement Board
- Ministry of Mines - Canada
- Directorate Of Revenue Intelligence - India
- Ministry of Transport, Egypt
- Edison Trading Spa - Italy
- Baramulti Group, Indonesia
- Samtan Co., Ltd - South Korea
- Bayan Resources Tbk. - Indonesia
- Global Green Power PLC Corporation, Philippines
- Eastern Energy - Thailand
- Therma Luzon, Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Essar Steel Hazira Ltd - India
- IEA Clean Coal Centre - UK
- Aditya Birla Group - India
- Lanco Infratech Ltd - India
- Wood Mackenzie - Singapore
- Star Paper Mills Limited - India
- New Zealand Coal & Carbon
- Heidelberg Cement - Germany
- Mercator Lines Limited - India
- Georgia Ports Authority, United States
- Medco Energi Mining Internasional
- Attock Cement Pakistan Limited
- Meralco Power Generation, Philippines
- Price Waterhouse Coopers - Russia
- Pipit Mutiara Jaya. PT, Indonesia
- GVK Power & Infra Limited - India
- India Bulls Power Limited - India
- Port Waratah Coal Services - Australia
- Commonwealth Bank - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Formosa Plastics Group - Taiwan
- Cement Manufacturers Association - India
- SN Aboitiz Power Inc, Philippines
- Antam Resourcindo - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- MS Steel International - UAE
- Singapore Mercantile Exchange
- Mintek Dendrill Indonesia
- London Commodity Brokers - England
- Kartika Selabumi Mining - Indonesia
- Trasteel International SA, Italy
- Central Java Power - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Savvy Resources Ltd - HongKong
- Orica Australia Pty. Ltd.
- Kohat Cement Company Ltd. - Pakistan
- Global Coal Blending Company Limited - Australia
- Metalloyd Limited - United Kingdom
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sical Logistics Limited - India
- Oldendorff Carriers - Singapore
- Kepco SPC Power Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Kalimantan Lumbung Energi - Indonesia
- Rio Tinto Coal - Australia
- Rashtriya Ispat Nigam Limited - India
- Minerals Council of Australia
- Mjunction Services Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- GAC Shipping (India) Pvt Ltd
- Petron Corporation, Philippines
- Australian Commodity Traders Exchange
- Semirara Mining Corp, Philippines
- GN Power Mariveles Coal Plant, Philippines
- PTC India Limited - India
- The Treasury - Australian Government
- Kapuas Tunggal Persada - Indonesia
- Mercuria Energy - Indonesia
- Energy Development Corp, Philippines
- Meenaskhi Energy Private Limited - India
- PowerSource Philippines DevCo
- Xindia Steels Limited - India
- AsiaOL BioFuels Corp., Philippines
- Anglo American - United Kingdom
- Straits Asia Resources Limited - Singapore
- Sojitz Corporation - Japan
- Goldman Sachs - Singapore
- Miang Besar Coal Terminal - Indonesia
- Vizag Seaport Private Limited - India
- Tamil Nadu electricity Board
- Chamber of Mines of South Africa
- Salva Resources Pvt Ltd - India
- Malabar Cements Ltd - India
- Bhoruka Overseas - Indonesia
- Indogreen Group - Indonesia
- Kideco Jaya Agung - Indonesia
- Standard Chartered Bank - UAE
- Indonesian Coal Mining Association
- Jaiprakash Power Ventures ltd
- Grasim Industreis Ltd - India
- Simpson Spence & Young - Indonesia
- GMR Energy Limited - India
- Merrill Lynch Commodities Europe
- Marubeni Corporation - India
- Vedanta Resources Plc - India
- Bharathi Cement Corporation - India
- Posco Energy - South Korea
- Dalmia Cement Bharat India
- Energy Link Ltd, New Zealand
- Ministry of Finance - Indonesia
- Sindya Power Generating Company Private Ltd
- Jindal Steel & Power Ltd - India
- TeaM Sual Corporation - Philippines
- Eastern Coal Council - USA
- CNBM International Corporation - China
- SMG Consultants - Indonesia
- Chettinad Cement Corporation Ltd - India
- Parry Sugars Refinery, India
- Altura Mining Limited, Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- European Bulk Services B.V. - Netherlands
- ASAPP Information Group - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kobexindo Tractors - Indoneisa
- Electricity Generating Authority of Thailand
- Ceylon Electricity Board - Sri Lanka
- PNOC Exploration Corporation - Philippines
- Orica Mining Services - Indonesia
- Intertek Mineral Services - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Ind-Barath Power Infra Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- OPG Power Generation Pvt Ltd - India
- Sakthi Sugars Limited - India
- Thiess Contractors Indonesia
- Uttam Galva Steels Limited - India
- Power Finance Corporation Ltd., India
- Tata Chemicals Ltd - India
- Videocon Industries ltd - India
- Deloitte Consulting - India
- Leighton Contractors Pty Ltd - Australia
- Africa Commodities Group - South Africa
- IHS Mccloskey Coal Group - USA
- Romanian Commodities Exchange
- Aboitiz Power Corporation - Philippines
- SMC Global Power, Philippines
- Semirara Mining and Power Corporation, Philippines
- Gujarat Sidhee Cement - India
- Global Business Power Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- International Coal Ventures Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Manunggal Multi Energi - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Banpu Public Company Limited - Thailand
- Economic Council, Georgia
- Neyveli Lignite Corporation Ltd, - India
- Bhatia International Limited - India
- Wilmar Investment Holdings
- Bulk Trading Sa - Switzerland
- Holcim Trading Pte Ltd - Singapore
- Karaikal Port Pvt Ltd - India
- McConnell Dowell - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indian Oil Corporation Limited
- Krishnapatnam Port Company Ltd. - India
- Sarangani Energy Corporation, Philippines
- The University of Queensland
- Vijayanagar Sugar Pvt Ltd - India
- Independent Power Producers Association of India
- The State Trading Corporation of India Ltd
- Asmin Koalindo Tuhup - Indonesia
- Makarim & Taira - Indonesia
- Central Electricity Authority - India
- Riau Bara Harum - Indonesia
- Planning Commission, India
- Latin American Coal - Colombia
- Barasentosa Lestari - Indonesia
- VISA Power Limited - India
- Sree Jayajothi Cements Limited - India
- Billiton Holdings Pty Ltd - Australia
- Electricity Authority, New Zealand
- Indika Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Iligan Light & Power Inc, Philippines
- Larsen & Toubro Limited - India
- Gujarat Electricity Regulatory Commission - India
- Binh Thuan Hamico - Vietnam
- Borneo Indobara - Indonesia
- White Energy Company Limited
- Karbindo Abesyapradhi - Indoneisa
- Directorate General of MIneral and Coal - Indonesia
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