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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, 02 June 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX DOWN 0.86 PCT - XINHUA
China Taiyuan coal transaction price index stood at 123.95 points Monday, down 0.86 percent week on week.
The index, released by Chi ...
Tuesday, 02 June 20
THE HISTORIC DECLINE OF US COAL - WOOD MACKENZIE
The first commercial power plant in the US was Thomas Edison’s coal-fired Pearl Street station in lower Manhattan, which started operating in ...
Tuesday, 02 June 20
COAL INDIA'S MAY SALES DRIVEN SHARPLY LOWER BY SLUMP IN POWER DEMAND - REUTER
Coal India’s sales fell 23.3% in May as utilities refrained from purchases amid record stockpiles and tepid demand because of a nationwide lo ...
Tuesday, 02 June 20
TUAH TURANGGA AGUNG RECORDED 4.54 MILLION TONS OF COAL SALES IN THE FIRST FOUR MONTHS OF 2020
PT United Tractors Tbk through its subsidiary, PT Tuah Turangga Agung recorded 4.54 million tons of coal sales in the first four months of 2020, up ...
Tuesday, 02 June 20
SOURING SINO-AUSTRALIA TRADE RELATIONS - BALTIC EXCHANGE
Cooling relations between the commodity powerhouses of China and Australia may point to trade troubles ahead when the world emerges from the Covid- ...
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- Kalimantan Lumbung Energi - Indonesia
- SN Aboitiz Power Inc, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Bukit Asam (Persero) Tbk - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Timah Investasi Mineral - Indoneisa
- Global Business Power Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Sinarmas Energy and Mining - Indonesia
- Antam Resourcindo - Indonesia
- Uttam Galva Steels Limited - India
- IHS Mccloskey Coal Group - USA
- Manunggal Multi Energi - Indonesia
- CIMB Investment Bank - Malaysia
- Jindal Steel & Power Ltd - India
- Orica Mining Services - Indonesia
- IEA Clean Coal Centre - UK
- Gujarat Mineral Development Corp Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- OPG Power Generation Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Bangladesh Power Developement Board
- Bahari Cakrawala Sebuku - Indonesia
- Oldendorff Carriers - Singapore
- LBH Netherlands Bv - Netherlands
- Sarangani Energy Corporation, Philippines
- Larsen & Toubro Limited - India
- Aditya Birla Group - India
- Parry Sugars Refinery, India
- Kumho Petrochemical, South Korea
- Asmin Koalindo Tuhup - Indonesia
- Orica Australia Pty. Ltd.
- GAC Shipping (India) Pvt Ltd
- Cigading International Bulk Terminal - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kapuas Tunggal Persada - Indonesia
- Bhushan Steel Limited - India
- Dalmia Cement Bharat India
- Essar Steel Hazira Ltd - India
- Mjunction Services Limited - India
- Tata Chemicals Ltd - India
- Mintek Dendrill Indonesia
- Madhucon Powers Ltd - India
- GVK Power & Infra Limited - India
- Power Finance Corporation Ltd., India
- Metalloyd Limited - United Kingdom
- Africa Commodities Group - South Africa
- Banpu Public Company Limited - Thailand
- Leighton Contractors Pty Ltd - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Deloitte Consulting - India
- Independent Power Producers Association of India
- SMC Global Power, Philippines
- Karaikal Port Pvt Ltd - India
- Australian Coal Association
- Binh Thuan Hamico - Vietnam
- Medco Energi Mining Internasional
- Siam City Cement - Thailand
- Rashtriya Ispat Nigam Limited - India
- Riau Bara Harum - Indonesia
- Ministry of Finance - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Makarim & Taira - Indonesia
- McConnell Dowell - Australia
- Bhatia International Limited - India
- Georgia Ports Authority, United States
- Coalindo Energy - Indonesia
- India Bulls Power Limited - India
- PTC India Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Indian Energy Exchange, India
- White Energy Company Limited
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Rio Tinto Coal - Australia
- Tamil Nadu electricity Board
- Formosa Plastics Group - Taiwan
- Simpson Spence & Young - Indonesia
- Mercator Lines Limited - India
- Therma Luzon, Inc, Philippines
- Economic Council, Georgia
- Sakthi Sugars Limited - India
- PowerSource Philippines DevCo
- Samtan Co., Ltd - South Korea
- Attock Cement Pakistan Limited
- Edison Trading Spa - Italy
- Wilmar Investment Holdings
- Jaiprakash Power Ventures ltd
- Pendopo Energi Batubara - Indonesia
- Indonesian Coal Mining Association
- Carbofer General Trading SA - India
- Intertek Mineral Services - Indonesia
- Borneo Indobara - Indonesia
- International Coal Ventures Pvt Ltd - India
- Port Waratah Coal Services - Australia
- Videocon Industries ltd - India
- Kepco SPC Power Corporation, Philippines
- Ambuja Cements Ltd - India
- Ministry of Transport, Egypt
- Commonwealth Bank - Australia
- Baramulti Group, Indonesia
- Cement Manufacturers Association - India
- South Luzon Thermal Energy Corporation
- Aboitiz Power Corporation - Philippines
- Sindya Power Generating Company Private Ltd
- Sree Jayajothi Cements Limited - India
- Australian Commodity Traders Exchange
- Malabar Cements Ltd - India
- Iligan Light & Power Inc, Philippines
- Electricity Generating Authority of Thailand
- Parliament of New Zealand
- Chamber of Mines of South Africa
- Lanco Infratech Ltd - India
- New Zealand Coal & Carbon
- Bharathi Cement Corporation - India
- TeaM Sual Corporation - Philippines
- Ceylon Electricity Board - Sri Lanka
- Merrill Lynch Commodities Europe
- Kartika Selabumi Mining - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- SMG Consultants - Indonesia
- Chettinad Cement Corporation Ltd - India
- Petron Corporation, Philippines
- CNBM International Corporation - China
- Eastern Coal Council - USA
- Semirara Mining and Power Corporation, Philippines
- Central Java Power - Indonesia
- ICICI Bank Limited - India
- Minerals Council of Australia
- Krishnapatnam Port Company Ltd. - India
- Salva Resources Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Grasim Industreis Ltd - India
- Xindia Steels Limited - India
- Thai Mozambique Logistica
- Jorong Barutama Greston.PT - Indonesia
- Agrawal Coal Company - India
- Eastern Energy - Thailand
- Indian Oil Corporation Limited
- Bukit Makmur.PT - Indonesia
- Energy Development Corp, Philippines
- PNOC Exploration Corporation - Philippines
- European Bulk Services B.V. - Netherlands
- Meralco Power Generation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Siam City Cement PLC, Thailand
- Indika Energy - Indonesia
- San Jose City I Power Corp, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Gujarat Sidhee Cement - India
- Barasentosa Lestari - Indonesia
- The State Trading Corporation of India Ltd
- Posco Energy - South Korea
- London Commodity Brokers - England
- Ministry of Mines - Canada
- Kobexindo Tractors - Indoneisa
- Savvy Resources Ltd - HongKong
- Directorate Of Revenue Intelligence - India
- Vijayanagar Sugar Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Sojitz Corporation - Japan
- Vedanta Resources Plc - India
- Anglo American - United Kingdom
- Coastal Gujarat Power Limited - India
- Indo Tambangraya Megah - Indonesia
- Interocean Group of Companies - India
- Bayan Resources Tbk. - Indonesia
- Semirara Mining Corp, Philippines
- Planning Commission, India
- Star Paper Mills Limited - India
- Bhoruka Overseas - Indonesia
- Altura Mining Limited, Indonesia
- Thiess Contractors Indonesia
- Holcim Trading Pte Ltd - Singapore
- Marubeni Corporation - India
- Kideco Jaya Agung - Indonesia
- Bulk Trading Sa - Switzerland
- VISA Power Limited - India
- Toyota Tsusho Corporation, Japan
- Coal and Oil Company - UAE
- Kaltim Prima Coal - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Globalindo Alam Lestari - Indonesia
- Latin American Coal - Colombia
- Electricity Authority, New Zealand
- Central Electricity Authority - India
- GN Power Mariveles Coal Plant, Philippines
- Alfred C Toepfer International GmbH - Germany
- Kohat Cement Company Ltd. - Pakistan
- The Treasury - Australian Government
- ASAPP Information Group - India
- Mercuria Energy - Indonesia
- Ind-Barath Power Infra Limited - India
- Trasteel International SA, Italy
- Miang Besar Coal Terminal - Indonesia
- Maheswari Brothers Coal Limited - India
- Heidelberg Cement - Germany
- Meenaskhi Energy Private Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Global Green Power PLC Corporation, Philippines
- Wood Mackenzie - Singapore
- Vizag Seaport Private Limited - India
- Renaissance Capital - South Africa
- Goldman Sachs - Singapore
- The University of Queensland
- Global Coal Blending Company Limited - Australia
- Energy Link Ltd, New Zealand
- Straits Asia Resources Limited - Singapore
- Romanian Commodities Exchange
- GMR Energy Limited - India
- Singapore Mercantile Exchange
- Standard Chartered Bank - UAE
- Sical Logistics Limited - India
- MS Steel International - UAE
- Indogreen Group - Indonesia
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