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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 ...
Monday, 01 June 20
SUPRAMAX: IN SOUTH EAST ASIA RATES TRADED SIDEWAYS - BALTIC BRIEFING
Capesize
A sober end to the week, with the market seemingly ready for the weekend. After a steady week of rate declines a small flurry of Atlan ...
Friday, 29 May 20
COVID-19: COAL SUPPLY BY CIL TO POWER SECTOR DIPS 22% TO 32 MT IN APRIL DUE TO DEMAND SLUMP - PTI
Over 95% of CIL’s production comes from its 171 open cast mines.
The supply of coal to the power sector by state-owned Coal In ...
Friday, 29 May 20
AUSTRALIA'S NEW HOPE WARNS OF HIT FROM COAL PRICE SLUMP - REUTERS
Australia’s New Hope Corp Ltd said on Thursday that a sudden drop in thermal coal prices and lower output from its Queensland operations woul ...
Friday, 29 May 20
GOVT MAY LAUNCH COAL BLOCKS AUCTION PROCESS UNDER COMMERCIAL MINING ON JUN 11 - PTI
The Centre is likely to launch the process of coal blocks auction under commercial mining on June 11 and around 50 mines are expected to go under t ...
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- SMG Consultants - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Holcim Trading Pte Ltd - Singapore
- Renaissance Capital - South Africa
- Semirara Mining Corp, Philippines
- Baramulti Group, Indonesia
- Jindal Steel & Power Ltd - India
- Indonesian Coal Mining Association
- Malabar Cements Ltd - India
- Mintek Dendrill Indonesia
- Pendopo Energi Batubara - Indonesia
- Siam City Cement PLC, Thailand
- London Commodity Brokers - England
- White Energy Company Limited
- Simpson Spence & Young - Indonesia
- Grasim Industreis Ltd - India
- Bhushan Steel Limited - India
- Maheswari Brothers Coal Limited - India
- Economic Council, Georgia
- Vedanta Resources Plc - India
- Indika Energy - Indonesia
- Wood Mackenzie - Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Petron Corporation, Philippines
- Orica Australia Pty. Ltd.
- Anglo American - United Kingdom
- Toyota Tsusho Corporation, Japan
- Commonwealth Bank - Australia
- Manunggal Multi Energi - Indonesia
- Rashtriya Ispat Nigam Limited - India
- The Treasury - Australian Government
- Africa Commodities Group - South Africa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Xindia Steels Limited - India
- GAC Shipping (India) Pvt Ltd
- Global Coal Blending Company Limited - Australia
- Semirara Mining and Power Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- Medco Energi Mining Internasional
- Thai Mozambique Logistica
- Bangladesh Power Developement Board
- Aboitiz Power Corporation - Philippines
- Energy Link Ltd, New Zealand
- Riau Bara Harum - Indonesia
- Sindya Power Generating Company Private Ltd
- South Luzon Thermal Energy Corporation
- Port Waratah Coal Services - Australia
- Mjunction Services Limited - India
- Mercuria Energy - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Gujarat Electricity Regulatory Commission - India
- Karaikal Port Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kapuas Tunggal Persada - Indonesia
- Merrill Lynch Commodities Europe
- Vijayanagar Sugar Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- Energy Development Corp, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Kideco Jaya Agung - Indonesia
- Uttam Galva Steels Limited - India
- Krishnapatnam Port Company Ltd. - India
- Parry Sugars Refinery, India
- Asmin Koalindo Tuhup - Indonesia
- Dalmia Cement Bharat India
- Coal and Oil Company - UAE
- Ministry of Transport, Egypt
- Power Finance Corporation Ltd., India
- Globalindo Alam Lestari - Indonesia
- Coalindo Energy - Indonesia
- SMC Global Power, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Cigading International Bulk Terminal - Indonesia
- Wilmar Investment Holdings
- Salva Resources Pvt Ltd - India
- Planning Commission, India
- Directorate General of MIneral and Coal - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Altura Mining Limited, Indonesia
- Savvy Resources Ltd - HongKong
- Antam Resourcindo - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Agrawal Coal Company - India
- Romanian Commodities Exchange
- Ministry of Finance - Indonesia
- Aditya Birla Group - India
- Ministry of Mines - Canada
- Tata Chemicals Ltd - India
- Price Waterhouse Coopers - Russia
- CIMB Investment Bank - Malaysia
- Karbindo Abesyapradhi - Indoneisa
- Kumho Petrochemical, South Korea
- Neyveli Lignite Corporation Ltd, - India
- Meenaskhi Energy Private Limited - India
- Metalloyd Limited - United Kingdom
- Star Paper Mills Limited - India
- Straits Asia Resources Limited - Singapore
- Oldendorff Carriers - Singapore
- Australian Coal Association
- Interocean Group of Companies - India
- Bahari Cakrawala Sebuku - Indonesia
- Cement Manufacturers Association - India
- Global Business Power Corporation, Philippines
- Vizag Seaport Private Limited - India
- Bukit Baiduri Energy - Indonesia
- Singapore Mercantile Exchange
- PTC India Limited - India
- Independent Power Producers Association of India
- Central Electricity Authority - India
- Kartika Selabumi Mining - Indonesia
- Parliament of New Zealand
- Posco Energy - South Korea
- New Zealand Coal & Carbon
- PNOC Exploration Corporation - Philippines
- Coastal Gujarat Power Limited - India
- Minerals Council of Australia
- Directorate Of Revenue Intelligence - India
- Tamil Nadu electricity Board
- Eastern Energy - Thailand
- TNB Fuel Sdn Bhd - Malaysia
- Ambuja Cements Ltd - India
- Intertek Mineral Services - Indonesia
- CNBM International Corporation - China
- Jaiprakash Power Ventures ltd
- GVK Power & Infra Limited - India
- Edison Trading Spa - Italy
- Meralco Power Generation, Philippines
- Sakthi Sugars Limited - India
- European Bulk Services B.V. - Netherlands
- Samtan Co., Ltd - South Korea
- Electricity Generating Authority of Thailand
- Thiess Contractors Indonesia
- Bhatia International Limited - India
- Siam City Cement - Thailand
- Miang Besar Coal Terminal - Indonesia
- Videocon Industries ltd - India
- Chamber of Mines of South Africa
- IHS Mccloskey Coal Group - USA
- Lanco Infratech Ltd - India
- International Coal Ventures Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- ASAPP Information Group - India
- Madhucon Powers Ltd - India
- Therma Luzon, Inc, Philippines
- Makarim & Taira - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Kaltim Prima Coal - Indonesia
- Bulk Trading Sa - Switzerland
- Leighton Contractors Pty Ltd - Australia
- Heidelberg Cement - Germany
- Timah Investasi Mineral - Indoneisa
- Essar Steel Hazira Ltd - India
- Kepco SPC Power Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- Sree Jayajothi Cements Limited - India
- ICICI Bank Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Attock Cement Pakistan Limited
- Marubeni Corporation - India
- Australian Commodity Traders Exchange
- Eastern Coal Council - USA
- Barasentosa Lestari - Indonesia
- Larsen & Toubro Limited - India
- PowerSource Philippines DevCo
- McConnell Dowell - Australia
- IEA Clean Coal Centre - UK
- India Bulls Power Limited - India
- Chettinad Cement Corporation Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Bharathi Cement Corporation - India
- LBH Netherlands Bv - Netherlands
- Billiton Holdings Pty Ltd - Australia
- Sarangani Energy Corporation, Philippines
- Sical Logistics Limited - India
- Bhoruka Overseas - Indonesia
- Indian Energy Exchange, India
- Sojitz Corporation - Japan
- Global Green Power PLC Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Jorong Barutama Greston.PT - Indonesia
- The State Trading Corporation of India Ltd
- GMR Energy Limited - India
- San Jose City I Power Corp, Philippines
- MS Steel International - UAE
- Orica Mining Services - Indonesia
- Georgia Ports Authority, United States
- Gujarat Mineral Development Corp Ltd - India
- The University of Queensland
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Goldman Sachs - Singapore
- Binh Thuan Hamico - Vietnam
- AsiaOL BioFuels Corp., Philippines
- Latin American Coal - Colombia
- VISA Power Limited - India
- Central Java Power - Indonesia
- Rio Tinto Coal - Australia
- Iligan Light & Power Inc, Philippines
- Carbofer General Trading SA - India
- Electricity Authority, New Zealand
- Indogreen Group - Indonesia
- OPG Power Generation Pvt Ltd - India
- Deloitte Consulting - India
- Mercator Lines Limited - India
- Ind-Barath Power Infra Limited - India
- Borneo Indobara - Indonesia
- Gujarat Sidhee Cement - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Alfred C Toepfer International GmbH - Germany
- Standard Chartered Bank - UAE
- Indian Oil Corporation Limited
- SN Aboitiz Power Inc, Philippines
- Formosa Plastics Group - Taiwan
- Trasteel International SA, Italy
- Bayan Resources Tbk. - Indonesia
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