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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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Wednesday, 27 May 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.94 PCT - XINHUA
China Taiyuan coal transaction price index stood at 125.03 points Monday, up 0.94 percent week on week.
The index, released by China ...
Monday, 25 May 20
NON-OPEC OIL SUPPLY DEVELOPMENT - OPEC
Non-OPEC oil supply continued to increase by 2.0 mb/d in 2019, driven by US shale production, which rose by 1.7 mb/d, amounting to 84% of total non ...
Sunday, 24 May 20
A 63,000 FIXED DELIVERY VIETNAM TRIP VIA INDONESIA REDELIVERY KOSICHANG AT $8,500 - BALTIC BRIEFING
Capesize
After a week of bounce momentum the market appears to have stalled out once again. The Capesize 5TC has more than doubled since last F ...
Saturday, 23 May 20
COLOMBIA COAL OUTPUT DOWN 7.2% IN Q1 ON LOW PRICES, CORONAVIRUS LOCKDOWN - REUTERS
Coal production in Colombia, the world’s fifth-largest coal exporter, fell 7.2% in the first quarter because of low prices and coronavirus qu ...
Saturday, 23 May 20
EWP INVITES BIDS FOR 840,000 METRIC TONS OF MIN 5700 NAR COAL
COALspot.com: South Korea’s Korea East-West Power Co. Ltd (EWP) has Issued an International Tender for total Max 840,000 Metric Tons of min 5 ...
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- Uttam Galva Steels Limited - India
- SN Aboitiz Power Inc, Philippines
- Altura Mining Limited, Indonesia
- Manunggal Multi Energi - Indonesia
- Indika Energy - Indonesia
- Sojitz Corporation - Japan
- Indogreen Group - Indonesia
- Samtan Co., Ltd - South Korea
- Therma Luzon, Inc, Philippines
- Economic Council, Georgia
- McConnell Dowell - Australia
- OPG Power Generation Pvt Ltd - India
- Coastal Gujarat Power Limited - India
- Vizag Seaport Private Limited - India
- ASAPP Information Group - India
- Alfred C Toepfer International GmbH - Germany
- Global Business Power Corporation, Philippines
- Xindia Steels Limited - India
- Ministry of Transport, Egypt
- Trasteel International SA, Italy
- Vijayanagar Sugar Pvt Ltd - India
- Oldendorff Carriers - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Jindal Steel & Power Ltd - India
- Malabar Cements Ltd - India
- Vedanta Resources Plc - India
- Billiton Holdings Pty Ltd - Australia
- Karaikal Port Pvt Ltd - India
- Electricity Authority, New Zealand
- Krishnapatnam Port Company Ltd. - India
- Kepco SPC Power Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Straits Asia Resources Limited - Singapore
- Bhushan Steel Limited - India
- Bayan Resources Tbk. - Indonesia
- Bulk Trading Sa - Switzerland
- Attock Cement Pakistan Limited
- Kartika Selabumi Mining - Indonesia
- Coalindo Energy - Indonesia
- Petron Corporation, Philippines
- Banpu Public Company Limited - Thailand
- Bhoruka Overseas - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Gujarat Electricity Regulatory Commission - India
- Central Java Power - Indonesia
- Timah Investasi Mineral - Indoneisa
- Sree Jayajothi Cements Limited - India
- Orica Mining Services - Indonesia
- Jaiprakash Power Ventures ltd
- Energy Link Ltd, New Zealand
- Chamber of Mines of South Africa
- Pipit Mutiara Jaya. PT, Indonesia
- Bangladesh Power Developement Board
- Bukit Baiduri Energy - Indonesia
- International Coal Ventures Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Commonwealth Bank - Australia
- Chettinad Cement Corporation Ltd - India
- Tamil Nadu electricity Board
- Global Green Power PLC Corporation, Philippines
- Interocean Group of Companies - India
- Baramulti Group, Indonesia
- Central Electricity Authority - India
- Meralco Power Generation, Philippines
- Anglo American - United Kingdom
- White Energy Company Limited
- Parry Sugars Refinery, India
- Latin American Coal - Colombia
- Lanco Infratech Ltd - India
- Cement Manufacturers Association - India
- ICICI Bank Limited - India
- The State Trading Corporation of India Ltd
- Gujarat Mineral Development Corp Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Jorong Barutama Greston.PT - Indonesia
- IHS Mccloskey Coal Group - USA
- Aboitiz Power Corporation - Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Sindya Power Generating Company Private Ltd
- Rio Tinto Coal - Australia
- Kobexindo Tractors - Indoneisa
- Dalmia Cement Bharat India
- Pendopo Energi Batubara - Indonesia
- Australian Commodity Traders Exchange
- Eastern Coal Council - USA
- Directorate General of MIneral and Coal - Indonesia
- Iligan Light & Power Inc, Philippines
- Ministry of Mines - Canada
- Indian Energy Exchange, India
- Minerals Council of Australia
- Star Paper Mills Limited - India
- GAC Shipping (India) Pvt Ltd
- Agrawal Coal Company - India
- Sical Logistics Limited - India
- Bukit Makmur.PT - Indonesia
- SMG Consultants - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Parliament of New Zealand
- Kaltim Prima Coal - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Australian Coal Association
- San Jose City I Power Corp, Philippines
- Ambuja Cements Ltd - India
- Planning Commission, India
- Aditya Birla Group - India
- Sarangani Energy Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bharathi Cement Corporation - India
- IEA Clean Coal Centre - UK
- Siam City Cement - Thailand
- Karbindo Abesyapradhi - Indoneisa
- Toyota Tsusho Corporation, Japan
- Romanian Commodities Exchange
- Savvy Resources Ltd - HongKong
- Salva Resources Pvt Ltd - India
- Wilmar Investment Holdings
- Ceylon Electricity Board - Sri Lanka
- Barasentosa Lestari - Indonesia
- European Bulk Services B.V. - Netherlands
- Indo Tambangraya Megah - Indonesia
- Price Waterhouse Coopers - Russia
- Kalimantan Lumbung Energi - Indonesia
- PowerSource Philippines DevCo
- Meenaskhi Energy Private Limited - India
- Deloitte Consulting - India
- Mercator Lines Limited - India
- Antam Resourcindo - Indonesia
- Directorate Of Revenue Intelligence - India
- Africa Commodities Group - South Africa
- Gujarat Sidhee Cement - India
- Formosa Plastics Group - Taiwan
- TNB Fuel Sdn Bhd - Malaysia
- The Treasury - Australian Government
- Ind-Barath Power Infra Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Videocon Industries ltd - India
- New Zealand Coal & Carbon
- PTC India Limited - India
- Edison Trading Spa - Italy
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Wood Mackenzie - Singapore
- Merrill Lynch Commodities Europe
- Independent Power Producers Association of India
- Ministry of Finance - Indonesia
- Mercuria Energy - Indonesia
- Electricity Generating Authority of Thailand
- Renaissance Capital - South Africa
- PNOC Exploration Corporation - Philippines
- Standard Chartered Bank - UAE
- Mintek Dendrill Indonesia
- Essar Steel Hazira Ltd - India
- GMR Energy Limited - India
- GVK Power & Infra Limited - India
- Makarim & Taira - Indonesia
- Kapuas Tunggal Persada - Indonesia
- London Commodity Brokers - England
- Global Coal Blending Company Limited - Australia
- Globalindo Alam Lestari - Indonesia
- Port Waratah Coal Services - Australia
- Sinarmas Energy and Mining - Indonesia
- Georgia Ports Authority, United States
- Mjunction Services Limited - India
- Grasim Industreis Ltd - India
- Medco Energi Mining Internasional
- Coal and Oil Company - UAE
- Cigading International Bulk Terminal - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Semirara Mining Corp, Philippines
- GN Power Mariveles Coal Plant, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Siam City Cement PLC, Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Simpson Spence & Young - Indonesia
- MS Steel International - UAE
- Borneo Indobara - Indonesia
- Posco Energy - South Korea
- CIMB Investment Bank - Malaysia
- Kumho Petrochemical, South Korea
- Goldman Sachs - Singapore
- Sakthi Sugars Limited - India
- Indian Oil Corporation Limited
- Binh Thuan Hamico - Vietnam
- VISA Power Limited - India
- Power Finance Corporation Ltd., India
- The University of Queensland
- Marubeni Corporation - India
- Maheswari Brothers Coal Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Metalloyd Limited - United Kingdom
- Thai Mozambique Logistica
- Semirara Mining and Power Corporation, Philippines
- Thiess Contractors Indonesia
- Holcim Trading Pte Ltd - Singapore
- Riau Bara Harum - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Tata Chemicals Ltd - India
- Heidelberg Cement - Germany
- Maharashtra Electricity Regulatory Commission - India
- Intertek Mineral Services - Indonesia
- Indonesian Coal Mining Association
- Singapore Mercantile Exchange
- Madhucon Powers Ltd - India
- Leighton Contractors Pty Ltd - Australia
- CNBM International Corporation - China
- India Bulls Power Limited - India
- Orica Australia Pty. Ltd.
- Bhatia International Limited - India
- SMC Global Power, Philippines
- South Luzon Thermal Energy Corporation
- Eastern Energy - Thailand
- Carbofer General Trading SA - India
- TeaM Sual Corporation - Philippines
- LBH Netherlands Bv - Netherlands
- Energy Development Corp, Philippines
- Larsen & Toubro Limited - India
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