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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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Friday, 29 May 20
KOMIPO ON BEHALF FIVE KOREAN GENCOS INVITED COAL BIDS FOR 5,700 & 4999 NCV COAL FOR AUGUST 2020 LOADING
COALspot.com: South Korea’s Korea Midland Power Co.,Ltd (KOMIPO) on behalf five (5) Korean Gencos has Issued an International Tender for tota ...
Friday, 29 May 20
DRY BULK SHIPPING: NO QUICK RECOVERY FOR THE DRY BULK MARKET AS COVID-19 DIGS DEEPER
The outlook is poor for dry bulk, as the negative demand shock and overcapacity come together to send rates to multi-year lows, even a return to wo ...
Thursday, 28 May 20
COVID-19: A FORCE MAJEURE EVENT? - KYPRIANOU
KNOWLEDGE TO ELEVATE
While seeing the unexpected COVID-19 outbreak expanding worldwide and the first cases being identified in Cyprus, the com ...
Thursday, 28 May 20
OIL DEMAND RECOVERED BY 20% IN MAY AGAINST APRIL: RUSSIAN ENERGY MINISTER - TASS
Oil demand remains at a low level but the demand in May increased by 20% against April, Russian Energy Minister Alexander Novak said, cited by the ...
Thursday, 28 May 20
MARKET INSIGHT - INTERMODAL
Earlier in May, China’s top leaders convened for the annual National People's Congress, following over two months of delays due to the co ...
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- CNBM International Corporation - China
- McConnell Dowell - Australia
- New Zealand Coal & Carbon
- Anglo American - United Kingdom
- Sinarmas Energy and Mining - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Bangladesh Power Developement Board
- Vizag Seaport Private Limited - India
- Samtan Co., Ltd - South Korea
- Pipit Mutiara Jaya. PT, Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Trasteel International SA, Italy
- Mintek Dendrill Indonesia
- GVK Power & Infra Limited - India
- Parliament of New Zealand
- Bhushan Steel Limited - India
- Gujarat Sidhee Cement - India
- Ministry of Mines - Canada
- Petron Corporation, Philippines
- Madhucon Powers Ltd - India
- Iligan Light & Power Inc, Philippines
- Economic Council, Georgia
- Malabar Cements Ltd - India
- Oldendorff Carriers - Singapore
- Metalloyd Limited - United Kingdom
- TeaM Sual Corporation - Philippines
- Simpson Spence & Young - Indonesia
- Indonesian Coal Mining Association
- Straits Asia Resources Limited - Singapore
- GAC Shipping (India) Pvt Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Electricity Generating Authority of Thailand
- Energy Link Ltd, New Zealand
- Pendopo Energi Batubara - Indonesia
- Coalindo Energy - Indonesia
- Energy Development Corp, Philippines
- Agrawal Coal Company - India
- IHS Mccloskey Coal Group - USA
- OPG Power Generation Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Sical Logistics Limited - India
- Jaiprakash Power Ventures ltd
- Marubeni Corporation - India
- GMR Energy Limited - India
- Semirara Mining and Power Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- Essar Steel Hazira Ltd - India
- Uttam Galva Steels Limited - India
- Ministry of Transport, Egypt
- Siam City Cement PLC, Thailand
- Karaikal Port Pvt Ltd - India
- Planning Commission, India
- Carbofer General Trading SA - India
- Edison Trading Spa - Italy
- Africa Commodities Group - South Africa
- Siam City Cement - Thailand
- Eastern Energy - Thailand
- Kalimantan Lumbung Energi - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- PetroVietnam Power Coal Import and Supply Company
- Bank of Tokyo Mitsubishi UFJ Ltd
- Australian Coal Association
- Bayan Resources Tbk. - Indonesia
- Australian Commodity Traders Exchange
- Global Business Power Corporation, Philippines
- White Energy Company Limited
- Deloitte Consulting - India
- Videocon Industries ltd - India
- Savvy Resources Ltd - HongKong
- AsiaOL BioFuels Corp., Philippines
- Sindya Power Generating Company Private Ltd
- Power Finance Corporation Ltd., India
- Renaissance Capital - South Africa
- MS Steel International - UAE
- Gujarat Mineral Development Corp Ltd - India
- ASAPP Information Group - India
- Kumho Petrochemical, South Korea
- Indogreen Group - Indonesia
- Romanian Commodities Exchange
- Ind-Barath Power Infra Limited - India
- Rio Tinto Coal - Australia
- Star Paper Mills Limited - India
- The Treasury - Australian Government
- Asia Pacific Energy Resources Ventures Inc, Philippines
- India Bulls Power Limited - India
- Kartika Selabumi Mining - Indonesia
- Bhatia International Limited - India
- Billiton Holdings Pty Ltd - Australia
- Bukit Makmur.PT - Indonesia
- Intertek Mineral Services - Indonesia
- Vedanta Resources Plc - India
- VISA Power Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- The State Trading Corporation of India Ltd
- Altura Mining Limited, Indonesia
- Salva Resources Pvt Ltd - India
- Latin American Coal - Colombia
- Medco Energi Mining Internasional
- Dalmia Cement Bharat India
- PTC India Limited - India
- Bhoruka Overseas - Indonesia
- Xindia Steels Limited - India
- San Jose City I Power Corp, Philippines
- ICICI Bank Limited - India
- Wood Mackenzie - Singapore
- Alfred C Toepfer International GmbH - Germany
- Orica Australia Pty. Ltd.
- Singapore Mercantile Exchange
- SN Aboitiz Power Inc, Philippines
- Bharathi Cement Corporation - India
- Holcim Trading Pte Ltd - Singapore
- Globalindo Alam Lestari - Indonesia
- Attock Cement Pakistan Limited
- Sojitz Corporation - Japan
- Rashtriya Ispat Nigam Limited - India
- PowerSource Philippines DevCo
- Jindal Steel & Power Ltd - India
- Coal and Oil Company - UAE
- Indian Oil Corporation Limited
- Therma Luzon, Inc, Philippines
- Wilmar Investment Holdings
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Meenaskhi Energy Private Limited - India
- Grasim Industreis Ltd - India
- IEA Clean Coal Centre - UK
- International Coal Ventures Pvt Ltd - India
- Mjunction Services Limited - India
- Indika Energy - Indonesia
- PNOC Exploration Corporation - Philippines
- Cigading International Bulk Terminal - Indonesia
- Standard Chartered Bank - UAE
- Neyveli Lignite Corporation Ltd, - India
- Interocean Group of Companies - India
- Miang Besar Coal Terminal - Indonesia
- Cement Manufacturers Association - India
- Timah Investasi Mineral - Indoneisa
- South Luzon Thermal Energy Corporation
- Borneo Indobara - Indonesia
- Bukit Baiduri Energy - Indonesia
- Directorate Of Revenue Intelligence - India
- Krishnapatnam Port Company Ltd. - India
- Price Waterhouse Coopers - Russia
- Bulk Trading Sa - Switzerland
- Aboitiz Power Corporation - Philippines
- LBH Netherlands Bv - Netherlands
- Kobexindo Tractors - Indoneisa
- Formosa Plastics Group - Taiwan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Independent Power Producers Association of India
- TNB Fuel Sdn Bhd - Malaysia
- Jorong Barutama Greston.PT - Indonesia
- Tata Chemicals Ltd - India
- Baramulti Group, Indonesia
- Heidelberg Cement - Germany
- Aditya Birla Group - India
- Riau Bara Harum - Indonesia
- Indian Energy Exchange, India
- Maheswari Brothers Coal Limited - India
- The University of Queensland
- Indo Tambangraya Megah - Indonesia
- Tamil Nadu electricity Board
- Asmin Koalindo Tuhup - Indonesia
- Banpu Public Company Limited - Thailand
- Global Coal Blending Company Limited - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Coastal Gujarat Power Limited - India
- Lanco Infratech Ltd - India
- Commonwealth Bank - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Thiess Contractors Indonesia
- Leighton Contractors Pty Ltd - Australia
- Larsen & Toubro Limited - India
- Global Green Power PLC Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- Sakthi Sugars Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Bukit Asam (Persero) Tbk - Indonesia
- Goldman Sachs - Singapore
- Semirara Mining Corp, Philippines
- Binh Thuan Hamico - Vietnam
- Makarim & Taira - Indonesia
- Sree Jayajothi Cements Limited - India
- Mercator Lines Limited - India
- Merrill Lynch Commodities Europe
- CIMB Investment Bank - Malaysia
- European Bulk Services B.V. - Netherlands
- Antam Resourcindo - Indonesia
- Central Electricity Authority - India
- Port Waratah Coal Services - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Mercuria Energy - Indonesia
- Thai Mozambique Logistica
- Central Java Power - Indonesia
- Kideco Jaya Agung - Indonesia
- Ministry of Finance - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Posco Energy - South Korea
- Barasentosa Lestari - Indonesia
- Minerals Council of Australia
- Toyota Tsusho Corporation, Japan
- Bahari Cakrawala Sebuku - Indonesia
- Kepco SPC Power Corporation, Philippines
- Parry Sugars Refinery, India
- Georgia Ports Authority, United States
- SMG Consultants - Indonesia
- Electricity Authority, New Zealand
- London Commodity Brokers - England
- Chamber of Mines of South Africa
- Ambuja Cements Ltd - India
- Meralco Power Generation, Philippines
- Chettinad Cement Corporation Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Orica Mining Services - Indonesia
- Eastern Coal Council - USA
- SMC Global Power, Philippines
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