We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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.
The Information contained within the website of COALspot.com is intended for informational purposes only and is not intended as professional counsel and should not be used as such.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Thursday, 21 May 20
KOMIPO INVITED BIDS FOR TOTAL 610000 MT OF LCV AND HCV COAL FOR 2H 2020
COALspot.com: South Korea’s Korea Midland Power Co. Ltd. (KOMIPO) has Issued an International Tender for 130,000 mt of 5700 NCV coal an ...
Wednesday, 20 May 20
ADARO ENERGY BOOKED A 5% INCREASE IN COAL PRODUCTION VOLUME Y-O-Y IN 1Q2020
PT. Adaro Energy Tbk, Indonesia’s one of the largest coal miner, booked a 5% increase in coal production volume year-over-year in 1Q2020. The ...
Wednesday, 20 May 20
BRAZIL SOYBEAN EXPORTS HAVE BEEN SURGING THIS YEAR - BANCHERO COSTA
Brazil soybean exports have been surging this year, thanks to a combination of strong demand from China, a bumper crop, and favourable exchange rat ...
Wednesday, 20 May 20
MARKET INSIGHT
Seafarers keep maritime trade going so that the food, raw materials, energy and manufactured goods on which so many depend can continue moving arou ...
Tuesday, 19 May 20
AMENDMENT OF THE INDONESIAN MINING LAW: TYING UP LOOSE ENDS - UMBRA
KNOWLEDGE TO ELEVATE
The finalized draft of Law on the amendment of the Mining Law (Bill) was publicly released on 11 May 2020 and was then ap ...
|
|
|
Showing 956 to 960 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Cement Manufacturers Association - India
- Central Java Power - Indonesia
- Sakthi Sugars Limited - India
- Coastal Gujarat Power Limited - India
- OPG Power Generation Pvt Ltd - India
- McConnell Dowell - Australia
- Uttam Galva Steels Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Simpson Spence & Young - Indonesia
- Xindia Steels Limited - India
- Kapuas Tunggal Persada - Indonesia
- Georgia Ports Authority, United States
- Eastern Energy - Thailand
- Antam Resourcindo - Indonesia
- Mercuria Energy - Indonesia
- SN Aboitiz Power Inc, Philippines
- Pendopo Energi Batubara - Indonesia
- Metalloyd Limited - United Kingdom
- Sarangani Energy Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Electricity Generating Authority of Thailand
- Videocon Industries ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- International Coal Ventures Pvt Ltd - India
- Mjunction Services Limited - India
- White Energy Company Limited
- Marubeni Corporation - India
- Meralco Power Generation, Philippines
- Manunggal Multi Energi - Indonesia
- Posco Energy - South Korea
- AsiaOL BioFuels Corp., Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kideco Jaya Agung - Indonesia
- Singapore Mercantile Exchange
- SMC Global Power, Philippines
- Global Green Power PLC Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Port Waratah Coal Services - Australia
- Kepco SPC Power Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- CNBM International Corporation - China
- Larsen & Toubro Limited - India
- Ministry of Transport, Egypt
- Price Waterhouse Coopers - Russia
- Indian Energy Exchange, India
- Wilmar Investment Holdings
- Banpu Public Company Limited - Thailand
- Indogreen Group - Indonesia
- PNOC Exploration Corporation - Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- GMR Energy Limited - India
- LBH Netherlands Bv - Netherlands
- Merrill Lynch Commodities Europe
- South Luzon Thermal Energy Corporation
- London Commodity Brokers - England
- Directorate General of MIneral and Coal - Indonesia
- GVK Power & Infra Limited - India
- Tata Chemicals Ltd - India
- Madhucon Powers Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Barasentosa Lestari - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Interocean Group of Companies - India
- Minerals Council of Australia
- Gujarat Sidhee Cement - India
- Chamber of Mines of South Africa
- Straits Asia Resources Limited - Singapore
- Riau Bara Harum - Indonesia
- Kobexindo Tractors - Indoneisa
- Bahari Cakrawala Sebuku - Indonesia
- Planning Commission, India
- Standard Chartered Bank - UAE
- Vijayanagar Sugar Pvt Ltd - India
- Economic Council, Georgia
- Jorong Barutama Greston.PT - Indonesia
- Bhushan Steel Limited - India
- Meenaskhi Energy Private Limited - India
- Iligan Light & Power Inc, Philippines
- Trasteel International SA, Italy
- Billiton Holdings Pty Ltd - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- IEA Clean Coal Centre - UK
- Bhatia International Limited - India
- Thai Mozambique Logistica
- Offshore Bulk Terminal Pte Ltd, Singapore
- The University of Queensland
- Sinarmas Energy and Mining - Indonesia
- Petron Corporation, Philippines
- Mercator Lines Limited - India
- Salva Resources Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Deloitte Consulting - India
- Africa Commodities Group - South Africa
- Global Coal Blending Company Limited - Australia
- Samtan Co., Ltd - South Korea
- Kalimantan Lumbung Energi - Indonesia
- Jindal Steel & Power Ltd - India
- Grasim Industreis Ltd - India
- Orica Australia Pty. Ltd.
- Attock Cement Pakistan Limited
- Maheswari Brothers Coal Limited - India
- Central Electricity Authority - India
- Sindya Power Generating Company Private Ltd
- Carbofer General Trading SA - India
- Directorate Of Revenue Intelligence - India
- PTC India Limited - India
- GAC Shipping (India) Pvt Ltd
- Orica Mining Services - Indonesia
- Global Business Power Corporation, Philippines
- Parliament of New Zealand
- Globalindo Alam Lestari - Indonesia
- Ambuja Cements Ltd - India
- Indonesian Coal Mining Association
- Neyveli Lignite Corporation Ltd, - India
- Semirara Mining Corp, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Commonwealth Bank - Australia
- Renaissance Capital - South Africa
- Therma Luzon, Inc, Philippines
- Power Finance Corporation Ltd., India
- Malabar Cements Ltd - India
- Tamil Nadu electricity Board
- Alfred C Toepfer International GmbH - Germany
- Toyota Tsusho Corporation, Japan
- Agrawal Coal Company - India
- PowerSource Philippines DevCo
- Sree Jayajothi Cements Limited - India
- SMG Consultants - Indonesia
- CIMB Investment Bank - Malaysia
- Dalmia Cement Bharat India
- ICICI Bank Limited - India
- Australian Coal Association
- Leighton Contractors Pty Ltd - Australia
- Sojitz Corporation - Japan
- Eastern Coal Council - USA
- Parry Sugars Refinery, India
- Aboitiz Power Corporation - Philippines
- Energy Link Ltd, New Zealand
- Bayan Resources Tbk. - Indonesia
- Sical Logistics Limited - India
- Star Paper Mills Limited - India
- Independent Power Producers Association of India
- Karbindo Abesyapradhi - Indoneisa
- VISA Power Limited - India
- Indian Oil Corporation Limited
- Anglo American - United Kingdom
- Edison Trading Spa - Italy
- Bharathi Cement Corporation - India
- Mintek Dendrill Indonesia
- Bukit Baiduri Energy - Indonesia
- Siam City Cement - Thailand
- Vedanta Resources Plc - India
- Goldman Sachs - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Baramulti Group, Indonesia
- TeaM Sual Corporation - Philippines
- Ministry of Mines - Canada
- Coalindo Energy - Indonesia
- Australian Commodity Traders Exchange
- Electricity Authority, New Zealand
- IHS Mccloskey Coal Group - USA
- Maharashtra Electricity Regulatory Commission - India
- Thiess Contractors Indonesia
- Karaikal Port Pvt Ltd - India
- ASAPP Information Group - India
- Vizag Seaport Private Limited - India
- Rio Tinto Coal - Australia
- Ind-Barath Power Infra Limited - India
- India Bulls Power Limited - India
- Energy Development Corp, Philippines
- Altura Mining Limited, Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Timah Investasi Mineral - Indoneisa
- New Zealand Coal & Carbon
- Cigading International Bulk Terminal - Indonesia
- Kartika Selabumi Mining - Indonesia
- Borneo Indobara - Indonesia
- Aditya Birla Group - India
- Rashtriya Ispat Nigam Limited - India
- Heidelberg Cement - Germany
- MS Steel International - UAE
- Coal and Oil Company - UAE
- Gujarat Electricity Regulatory Commission - India
- Jaiprakash Power Ventures ltd
- Kaltim Prima Coal - Indonesia
- Romanian Commodities Exchange
- Bhoruka Overseas - Indonesia
- Bulk Trading Sa - Switzerland
- The Treasury - Australian Government
- Kohat Cement Company Ltd. - Pakistan
- Kumho Petrochemical, South Korea
- Ministry of Finance - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Indika Energy - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Indo Tambangraya Megah - Indonesia
- Lanco Infratech Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- San Jose City I Power Corp, Philippines
- Bukit Makmur.PT - Indonesia
- Savvy Resources Ltd - HongKong
- European Bulk Services B.V. - Netherlands
- Wood Mackenzie - Singapore
- Latin American Coal - Colombia
- Siam City Cement PLC, Thailand
- Bangladesh Power Developement Board
- Oldendorff Carriers - Singapore
- Intertek Mineral Services - Indonesia
- The State Trading Corporation of India Ltd
- Essar Steel Hazira Ltd - India
- Makarim & Taira - Indonesia
- Medco Energi Mining Internasional
- Binh Thuan Hamico - Vietnam
|
| |
| |
|
