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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, 04 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 ...
Thursday, 04 June 20
DON'T FORGET THE REAL PURPOSE OF RISK ASSESSMENTS - GARD
KNOWLEDGE TO ELEVATE
When doing a risk assessment, we often overcomplicate it and forget its real purpose.
Rather than ensuring that crew ...
Wednesday, 03 June 20
MARKET INSIGHT - INTERMODAL
Once again shipping is about to venture into uncharted waters and before the challenges of the past decade are forgotten, shipowners will have to o ...
Tuesday, 02 June 20
KOSPO LOOKING FOR 80000 MT OF 4200 NCV COAL FOR JULY
COALspot.com: Korea Southern Power Co., Ltd. (KOSPO) has issued an International tender for 80,000 Metric Tons (MT) 4200 NCV coal for 12 - 21, July ...
Tuesday, 02 June 20
INDONESIAN COAL MINER BUMI RESOURCES Q1 OUTPUT UP 5% - REUTERS
Indonesia’s largest coal miner Bumi Resources posted a 5% increase in first-quarter output at 20.8 million tonnes, the company said in a stat ...
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- Interocean Group of Companies - India
- Coal and Oil Company - UAE
- Gujarat Mineral Development Corp Ltd - India
- Binh Thuan Hamico - Vietnam
- Latin American Coal - Colombia
- Banpu Public Company Limited - Thailand
- Electricity Authority, New Zealand
- Bukit Asam (Persero) Tbk - Indonesia
- PNOC Exploration Corporation - Philippines
- Lanco Infratech Ltd - India
- Central Electricity Authority - India
- London Commodity Brokers - England
- Bukit Baiduri Energy - Indonesia
- SMC Global Power, Philippines
- Kartika Selabumi Mining - Indonesia
- Mercuria Energy - Indonesia
- TeaM Sual Corporation - Philippines
- ICICI Bank Limited - India
- Ministry of Finance - Indonesia
- Sarangani Energy Corporation, Philippines
- Videocon Industries ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Port Waratah Coal Services - Australia
- Petron Corporation, Philippines
- Heidelberg Cement - Germany
- Bharathi Cement Corporation - India
- Africa Commodities Group - South Africa
- Pendopo Energi Batubara - Indonesia
- Agrawal Coal Company - India
- Samtan Co., Ltd - South Korea
- Medco Energi Mining Internasional
- Renaissance Capital - South Africa
- IEA Clean Coal Centre - UK
- Siam City Cement PLC, Thailand
- Energy Link Ltd, New Zealand
- The Treasury - Australian Government
- Bulk Trading Sa - Switzerland
- Tata Chemicals Ltd - India
- Deloitte Consulting - India
- Star Paper Mills Limited - India
- Orica Mining Services - Indonesia
- Kobexindo Tractors - Indoneisa
- Altura Mining Limited, Indonesia
- VISA Power Limited - India
- SN Aboitiz Power Inc, Philippines
- Kideco Jaya Agung - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Simpson Spence & Young - Indonesia
- Globalindo Alam Lestari - Indonesia
- Eastern Energy - Thailand
- Kapuas Tunggal Persada - Indonesia
- Ministry of Transport, Egypt
- Manunggal Multi Energi - Indonesia
- Formosa Plastics Group - Taiwan
- Ambuja Cements Ltd - India
- Meralco Power Generation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Central Java Power - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Eastern Coal Council - USA
- CIMB Investment Bank - Malaysia
- Sojitz Corporation - Japan
- IHS Mccloskey Coal Group - USA
- Georgia Ports Authority, United States
- Edison Trading Spa - Italy
- Jaiprakash Power Ventures ltd
- India Bulls Power Limited - India
- Bayan Resources Tbk. - Indonesia
- Anglo American - United Kingdom
- Semirara Mining and Power Corporation, Philippines
- Bhoruka Overseas - Indonesia
- Billiton Holdings Pty Ltd - Australia
- MS Steel International - UAE
- Global Coal Blending Company Limited - Australia
- Holcim Trading Pte Ltd - Singapore
- Mintek Dendrill Indonesia
- Global Business Power Corporation, Philippines
- Power Finance Corporation Ltd., India
- Chettinad Cement Corporation Ltd - India
- International Coal Ventures Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- Parry Sugars Refinery, India
- Price Waterhouse Coopers - Russia
- Karbindo Abesyapradhi - Indoneisa
- Antam Resourcindo - Indonesia
- GVK Power & Infra Limited - India
- Borneo Indobara - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Dalmia Cement Bharat India
- Orica Australia Pty. Ltd.
- AsiaOL BioFuels Corp., Philippines
- Sical Logistics Limited - India
- Sree Jayajothi Cements Limited - India
- Leighton Contractors Pty Ltd - Australia
- Indian Energy Exchange, India
- Indika Energy - Indonesia
- GAC Shipping (India) Pvt Ltd
- ASAPP Information Group - India
- Baramulti Group, Indonesia
- Attock Cement Pakistan Limited
- Makarim & Taira - Indonesia
- Kumho Petrochemical, South Korea
- The University of Queensland
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Toyota Tsusho Corporation, Japan
- Jorong Barutama Greston.PT - Indonesia
- Indogreen Group - Indonesia
- Xindia Steels Limited - India
- Romanian Commodities Exchange
- Kaltim Prima Coal - Indonesia
- Salva Resources Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Economic Council, Georgia
- Mercator Lines Limited - India
- Independent Power Producers Association of India
- Malabar Cements Ltd - India
- Energy Development Corp, Philippines
- Tamil Nadu electricity Board
- Pipit Mutiara Jaya. PT, Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kepco SPC Power Corporation, Philippines
- Intertek Mineral Services - Indonesia
- Bhatia International Limited - India
- PTC India Limited - India
- Rio Tinto Coal - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Vizag Seaport Private Limited - India
- Carbofer General Trading SA - India
- CNBM International Corporation - China
- Australian Commodity Traders Exchange
- Ministry of Mines - Canada
- New Zealand Coal & Carbon
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Global Green Power PLC Corporation, Philippines
- Siam City Cement - Thailand
- Electricity Generating Authority of Thailand
- Karaikal Port Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Iligan Light & Power Inc, Philippines
- Marubeni Corporation - India
- Sinarmas Energy and Mining - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Indonesian Coal Mining Association
- Singapore Mercantile Exchange
- Therma Luzon, Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- LBH Netherlands Bv - Netherlands
- Semirara Mining Corp, Philippines
- Krishnapatnam Port Company Ltd. - India
- Maharashtra Electricity Regulatory Commission - India
- Jindal Steel & Power Ltd - India
- Australian Coal Association
- Posco Energy - South Korea
- Petrochimia International Co. Ltd.- Taiwan
- South Luzon Thermal Energy Corporation
- Kalimantan Lumbung Energi - Indonesia
- Chamber of Mines of South Africa
- Metalloyd Limited - United Kingdom
- Indian Oil Corporation Limited
- San Jose City I Power Corp, Philippines
- Coastal Gujarat Power Limited - India
- Grasim Industreis Ltd - India
- White Energy Company Limited
- Vedanta Resources Plc - India
- SMG Consultants - Indonesia
- Straits Asia Resources Limited - Singapore
- Cement Manufacturers Association - India
- Sindya Power Generating Company Private Ltd
- Meenaskhi Energy Private Limited - India
- Gujarat Electricity Regulatory Commission - India
- Aditya Birla Group - India
- Minerals Council of Australia
- Timah Investasi Mineral - Indoneisa
- The State Trading Corporation of India Ltd
- Ind-Barath Power Infra Limited - India
- Wilmar Investment Holdings
- Bukit Makmur.PT - Indonesia
- Savvy Resources Ltd - HongKong
- Wood Mackenzie - Singapore
- Trasteel International SA, Italy
- Merrill Lynch Commodities Europe
- Aboitiz Power Corporation - Philippines
- Essar Steel Hazira Ltd - India
- Sakthi Sugars Limited - India
- Thiess Contractors Indonesia
- Gujarat Sidhee Cement - India
- OPG Power Generation Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Planning Commission, India
- Vijayanagar Sugar Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Coalindo Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- Uttam Galva Steels Limited - India
- PowerSource Philippines DevCo
- Bhushan Steel Limited - India
- GMR Energy Limited - India
- Goldman Sachs - Singapore
- Directorate General of MIneral and Coal - Indonesia
- McConnell Dowell - Australia
- Parliament of New Zealand
- Madhucon Powers Ltd - India
- Larsen & Toubro Limited - India
- Thai Mozambique Logistica
- Mjunction Services Limited - India
- Oldendorff Carriers - Singapore
- PetroVietnam Power Coal Import and Supply Company
- Riau Bara Harum - Indonesia
- Standard Chartered Bank - UAE
- European Bulk Services B.V. - Netherlands
- Bangladesh Power Developement Board
- Miang Besar Coal Terminal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indo Tambangraya Megah - Indonesia
- Commonwealth Bank - Australia
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