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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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Monday, 18 May 20
TAKING ADVANTAGE OF VIRUS DISTRACTION - BALTIC EXCHANGE
As the industry grapples to deal with exceptional Covid-19-related challenges, a deeper threat is coming to the fore. At this time of crisis, more ...
Monday, 18 May 20
THERMAL COAL SPOT PRICE TUMBLES 25 PER CENT, PUTTING PRESSURE ON SOME PRODUCERS - ABC RURAL
The spot price for thermal coal has fallen 25 per cent per cent in the past month with one leading analyst saying it is because of a reduction in d ...
Monday, 18 May 20
CHINA'S COAL OUTPUT UP 1.3 PCT IN JANUARY-APRIL: XINHUA
Output of raw coal in China rose 1.3 percent year on year to 1.15 billion tonnes in the first four months this year, official data showed.
&nbs ...
Sunday, 17 May 20
A 55,000 OPEN ILIGAN FIXING AT $6,500 VIA INDONESIA REDELIVERY INDIA - BALTIC BRIEFING
Capesize
A precipitous fall in the market this week had the Capesize 5TC shedding over 50 per cent in value. A small rebound at the end of the ...
Friday, 15 May 20
CHINA'S COAL CONSUMPTION TO FALL Y/Y IN SECOND QUARTER, IMPROVEMENT EXPECTED IN SECOND HALF - INDUSTRY BODY: REUTERS
China’s coal consumption is expected to decline in the second quarter from a year earlier, but will see an improvement in the second half of ...
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- Orica Mining Services - Indonesia
- Gujarat Sidhee Cement - India
- Maharashtra Electricity Regulatory Commission - India
- SMG Consultants - Indonesia
- Electricity Authority, New Zealand
- The Treasury - Australian Government
- Kartika Selabumi Mining - Indonesia
- Meenaskhi Energy Private Limited - India
- Tata Chemicals Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Sindya Power Generating Company Private Ltd
- Salva Resources Pvt Ltd - India
- Eastern Energy - Thailand
- Planning Commission, India
- Coastal Gujarat Power Limited - India
- SMC Global Power, Philippines
- Tamil Nadu electricity Board
- Australian Commodity Traders Exchange
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- International Coal Ventures Pvt Ltd - India
- Bangladesh Power Developement Board
- Kobexindo Tractors - Indoneisa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Samtan Co., Ltd - South Korea
- Indian Oil Corporation Limited
- Jaiprakash Power Ventures ltd
- White Energy Company Limited
- Ministry of Mines - Canada
- Bayan Resources Tbk. - Indonesia
- Chamber of Mines of South Africa
- Mercator Lines Limited - India
- Bulk Trading Sa - Switzerland
- New Zealand Coal & Carbon
- Agrawal Coal Company - India
- Ministry of Transport, Egypt
- Uttam Galva Steels Limited - India
- Makarim & Taira - Indonesia
- Indo Tambangraya Megah - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Romanian Commodities Exchange
- Malabar Cements Ltd - India
- Metalloyd Limited - United Kingdom
- Mintek Dendrill Indonesia
- Anglo American - United Kingdom
- Wilmar Investment Holdings
- Marubeni Corporation - India
- GN Power Mariveles Coal Plant, Philippines
- Bhatia International Limited - India
- Banpu Public Company Limited - Thailand
- Chettinad Cement Corporation Ltd - India
- Maheswari Brothers Coal Limited - India
- Gujarat Electricity Regulatory Commission - India
- Heidelberg Cement - Germany
- Thiess Contractors Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Goldman Sachs - Singapore
- Pendopo Energi Batubara - Indonesia
- Semirara Mining Corp, Philippines
- CNBM International Corporation - China
- Attock Cement Pakistan Limited
- Simpson Spence & Young - Indonesia
- Xindia Steels Limited - India
- Ind-Barath Power Infra Limited - India
- Deloitte Consulting - India
- Bukit Makmur.PT - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Indika Energy - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Baramulti Group, Indonesia
- The University of Queensland
- Kideco Jaya Agung - Indonesia
- PNOC Exploration Corporation - Philippines
- Aditya Birla Group - India
- Coalindo Energy - Indonesia
- Economic Council, Georgia
- Sarangani Energy Corporation, Philippines
- GVK Power & Infra Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Meralco Power Generation, Philippines
- Iligan Light & Power Inc, Philippines
- Parliament of New Zealand
- Indonesian Coal Mining Association
- Posco Energy - South Korea
- Medco Energi Mining Internasional
- MS Steel International - UAE
- Kaltim Prima Coal - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Vizag Seaport Private Limited - India
- VISA Power Limited - India
- Australian Coal Association
- Oldendorff Carriers - Singapore
- Directorate Of Revenue Intelligence - India
- Sojitz Corporation - Japan
- Binh Thuan Hamico - Vietnam
- Electricity Generating Authority of Thailand
- Timah Investasi Mineral - Indoneisa
- Antam Resourcindo - Indonesia
- Kepco SPC Power Corporation, Philippines
- Latin American Coal - Colombia
- Singapore Mercantile Exchange
- Central Electricity Authority - India
- Kumho Petrochemical, South Korea
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Jindal Steel & Power Ltd - India
- SN Aboitiz Power Inc, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Interocean Group of Companies - India
- ICICI Bank Limited - India
- Georgia Ports Authority, United States
- Kohat Cement Company Ltd. - Pakistan
- Riau Bara Harum - Indonesia
- Larsen & Toubro Limited - India
- Manunggal Multi Energi - Indonesia
- Altura Mining Limited, Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Videocon Industries ltd - India
- Semirara Mining and Power Corporation, Philippines
- Central Java Power - Indonesia
- Commonwealth Bank - Australia
- Siam City Cement - Thailand
- Eastern Coal Council - USA
- Leighton Contractors Pty Ltd - Australia
- Coal and Oil Company - UAE
- GMR Energy Limited - India
- Bhoruka Overseas - Indonesia
- PowerSource Philippines DevCo
- GAC Shipping (India) Pvt Ltd
- Dalmia Cement Bharat India
- Parry Sugars Refinery, India
- Bharathi Cement Corporation - India
- IHS Mccloskey Coal Group - USA
- Therma Luzon, Inc, Philippines
- Mjunction Services Limited - India
- Price Waterhouse Coopers - Russia
- Aboitiz Power Corporation - Philippines
- European Bulk Services B.V. - Netherlands
- Lanco Infratech Ltd - India
- Minerals Council of Australia
- LBH Netherlands Bv - Netherlands
- Indogreen Group - Indonesia
- Star Paper Mills Limited - India
- Ministry of Finance - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- OPG Power Generation Pvt Ltd - India
- Trasteel International SA, Italy
- Siam City Cement PLC, Thailand
- Ceylon Electricity Board - Sri Lanka
- Petron Corporation, Philippines
- PTC India Limited - India
- Mercuria Energy - Indonesia
- Sakthi Sugars Limited - India
- CIMB Investment Bank - Malaysia
- Independent Power Producers Association of India
- Cigading International Bulk Terminal - Indonesia
- Port Waratah Coal Services - Australia
- Ambuja Cements Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- South Luzon Thermal Energy Corporation
- Power Finance Corporation Ltd., India
- Bahari Cakrawala Sebuku - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Straits Asia Resources Limited - Singapore
- Formosa Plastics Group - Taiwan
- Toyota Tsusho Corporation, Japan
- Billiton Holdings Pty Ltd - Australia
- Borneo Indobara - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Standard Chartered Bank - UAE
- Cement Manufacturers Association - India
- Sical Logistics Limited - India
- Alfred C Toepfer International GmbH - Germany
- Energy Development Corp, Philippines
- London Commodity Brokers - England
- Merrill Lynch Commodities Europe
- Krishnapatnam Port Company Ltd. - India
- TeaM Sual Corporation - Philippines
- IEA Clean Coal Centre - UK
- Kapuas Tunggal Persada - Indonesia
- Rio Tinto Coal - Australia
- India Bulls Power Limited - India
- Energy Link Ltd, New Zealand
- Karaikal Port Pvt Ltd - India
- Edison Trading Spa - Italy
- Bank of Tokyo Mitsubishi UFJ Ltd
- Wood Mackenzie - Singapore
- Renaissance Capital - South Africa
- Essar Steel Hazira Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Global Coal Blending Company Limited - Australia
- ASAPP Information Group - India
- McConnell Dowell - Australia
- Global Business Power Corporation, Philippines
- Bhushan Steel Limited - India
- Grasim Industreis Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Sree Jayajothi Cements Limited - India
- Carbofer General Trading SA - India
- Orica Australia Pty. Ltd.
- The State Trading Corporation of India Ltd
- Indian Energy Exchange, India
- Holcim Trading Pte Ltd - Singapore
- San Jose City I Power Corp, Philippines
- Thai Mozambique Logistica
- Globalindo Alam Lestari - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Intertek Mineral Services - Indonesia
- Madhucon Powers Ltd - India
- Barasentosa Lestari - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Savvy Resources Ltd - HongKong
- Vedanta Resources Plc - India
- Africa Commodities Group - South Africa
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