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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, 12 May 20
A GLOBAL ECONOMIC RESTART HAS SLOWLY BEGUN AS COUNTRIES AROUND THE WORLD GRADUALLY - ALLIED
A global economic restart has slowly begun as countries around the world gradually set their return back to “normality”. Yet by all mea ...
Tuesday, 12 May 20
CAN INDONESIA'S COAL INDUSTRY SURVIVE COVID-19? : IEEFA
Pandemic Lockdown and Slumping Prices Put Extreme Pressure on Coal Miners
Executive Summary
While attention has been focused on th ...
Tuesday, 12 May 20
INDIA'S COAL PRODUCTION TO CLOCK RECORD 700 MILLION TONNES IN FY21: COAL SECRETARY - PTI
Coal Secretary Anil Jain said FY20 coal production was lower than the target of 660 million tonnes because of flooding of a key coal mine.
&nbs ...
Monday, 11 May 20
CHINA'S BENCHMARK POWER COAL PRICE DROPS SLIGHTLY - XINHUA
China’s benchmark power coal price dropped slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge ...
Monday, 11 May 20
CORONAVIRUS PUTS MORE THAN A THIRD OF SEABORNE COAL SUPPLY AT RISK - WOOD MACKENZIE
The full impact of the coronavirus outbreak on the global economy is yet unclear. However, the demand destruction is already becoming evident, with ...
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- Alfred C Toepfer International GmbH - Germany
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Port Waratah Coal Services - Australia
- Ministry of Mines - Canada
- Kobexindo Tractors - Indoneisa
- Therma Luzon, Inc, Philippines
- Aditya Birla Group - India
- Aboitiz Power Corporation - Philippines
- Vizag Seaport Private Limited - India
- Singapore Mercantile Exchange
- Barasentosa Lestari - Indonesia
- PNOC Exploration Corporation - Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- San Jose City I Power Corp, Philippines
- Sarangani Energy Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- McConnell Dowell - Australia
- SN Aboitiz Power Inc, Philippines
- Coal and Oil Company - UAE
- Vedanta Resources Plc - India
- Ambuja Cements Ltd - India
- Globalindo Alam Lestari - Indonesia
- Pendopo Energi Batubara - Indonesia
- Heidelberg Cement - Germany
- Kaltim Prima Coal - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Tata Chemicals Ltd - India
- Mercuria Energy - Indonesia
- Siam City Cement - Thailand
- Jaiprakash Power Ventures ltd
- Makarim & Taira - Indonesia
- Mjunction Services Limited - India
- The University of Queensland
- Latin American Coal - Colombia
- Africa Commodities Group - South Africa
- Essar Steel Hazira Ltd - India
- Bharathi Cement Corporation - India
- OPG Power Generation Pvt Ltd - India
- Xindia Steels Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Bayan Resources Tbk. - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Independent Power Producers Association of India
- Sree Jayajothi Cements Limited - India
- Indonesian Coal Mining Association
- Chettinad Cement Corporation Ltd - India
- CIMB Investment Bank - Malaysia
- Rashtriya Ispat Nigam Limited - India
- Gujarat Electricity Regulatory Commission - India
- SMG Consultants - Indonesia
- Parliament of New Zealand
- South Luzon Thermal Energy Corporation
- Mintek Dendrill Indonesia
- IHS Mccloskey Coal Group - USA
- Ceylon Electricity Board - Sri Lanka
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- CNBM International Corporation - China
- Economic Council, Georgia
- Electricity Authority, New Zealand
- Semirara Mining and Power Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- Indo Tambangraya Megah - Indonesia
- White Energy Company Limited
- Tamil Nadu electricity Board
- Energy Development Corp, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- VISA Power Limited - India
- Kumho Petrochemical, South Korea
- Orica Australia Pty. Ltd.
- Bukit Makmur.PT - Indonesia
- Ind-Barath Power Infra Limited - India
- Riau Bara Harum - Indonesia
- Larsen & Toubro Limited - India
- Renaissance Capital - South Africa
- Billiton Holdings Pty Ltd - Australia
- Banpu Public Company Limited - Thailand
- Chamber of Mines of South Africa
- Krishnapatnam Port Company Ltd. - India
- Attock Cement Pakistan Limited
- Eastern Energy - Thailand
- Power Finance Corporation Ltd., India
- Wood Mackenzie - Singapore
- Mercator Lines Limited - India
- Australian Commodity Traders Exchange
- Kepco SPC Power Corporation, Philippines
- The Treasury - Australian Government
- Simpson Spence & Young - Indonesia
- Goldman Sachs - Singapore
- Deloitte Consulting - India
- Petron Corporation, Philippines
- IEA Clean Coal Centre - UK
- Karbindo Abesyapradhi - Indoneisa
- Edison Trading Spa - Italy
- Indian Energy Exchange, India
- ASAPP Information Group - India
- Intertek Mineral Services - Indonesia
- Kartika Selabumi Mining - Indonesia
- Metalloyd Limited - United Kingdom
- Bukit Baiduri Energy - Indonesia
- Eastern Coal Council - USA
- Merrill Lynch Commodities Europe
- TeaM Sual Corporation - Philippines
- European Bulk Services B.V. - Netherlands
- Sindya Power Generating Company Private Ltd
- Jorong Barutama Greston.PT - Indonesia
- Kideco Jaya Agung - Indonesia
- New Zealand Coal & Carbon
- London Commodity Brokers - England
- Anglo American - United Kingdom
- Videocon Industries ltd - India
- Straits Asia Resources Limited - Singapore
- Kalimantan Lumbung Energi - Indonesia
- Bhoruka Overseas - Indonesia
- Wilmar Investment Holdings
- Holcim Trading Pte Ltd - Singapore
- Carbofer General Trading SA - India
- Formosa Plastics Group - Taiwan
- Binh Thuan Hamico - Vietnam
- GMR Energy Limited - India
- Central Electricity Authority - India
- Savvy Resources Ltd - HongKong
- Energy Link Ltd, New Zealand
- AsiaOL BioFuels Corp., Philippines
- Semirara Mining Corp, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Meralco Power Generation, Philippines
- Marubeni Corporation - India
- Indika Energy - Indonesia
- Bhatia International Limited - India
- Maheswari Brothers Coal Limited - India
- Coastal Gujarat Power Limited - India
- Electricity Generating Authority of Thailand
- Orica Mining Services - Indonesia
- GVK Power & Infra Limited - India
- Dalmia Cement Bharat India
- Lanco Infratech Ltd - India
- Manunggal Multi Energi - Indonesia
- Coalindo Energy - Indonesia
- PTC India Limited - India
- Rio Tinto Coal - Australia
- Iligan Light & Power Inc, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ministry of Finance - Indonesia
- Gujarat Sidhee Cement - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- The State Trading Corporation of India Ltd
- Kohat Cement Company Ltd. - Pakistan
- Timah Investasi Mineral - Indoneisa
- Interocean Group of Companies - India
- Agrawal Coal Company - India
- Sakthi Sugars Limited - India
- Posco Energy - South Korea
- PetroVietnam Power Coal Import and Supply Company
- Global Business Power Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- Trasteel International SA, Italy
- Antam Resourcindo - Indonesia
- Indian Oil Corporation Limited
- Cigading International Bulk Terminal - Indonesia
- Central Java Power - Indonesia
- Bangladesh Power Developement Board
- Bulk Trading Sa - Switzerland
- Directorate Of Revenue Intelligence - India
- LBH Netherlands Bv - Netherlands
- Samtan Co., Ltd - South Korea
- Australian Coal Association
- Neyveli Lignite Corporation Ltd, - India
- Asmin Koalindo Tuhup - Indonesia
- Salva Resources Pvt Ltd - India
- Oldendorff Carriers - Singapore
- Jindal Steel & Power Ltd - India
- GAC Shipping (India) Pvt Ltd
- SMC Global Power, Philippines
- Altura Mining Limited, Indonesia
- Global Green Power PLC Corporation, Philippines
- Commonwealth Bank - Australia
- Cement Manufacturers Association - India
- PowerSource Philippines DevCo
- Siam City Cement PLC, Thailand
- Star Paper Mills Limited - India
- Bhushan Steel Limited - India
- India Bulls Power Limited - India
- Ministry of Transport, Egypt
- Romanian Commodities Exchange
- Malabar Cements Ltd - India
- Minerals Council of Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- International Coal Ventures Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Grasim Industreis Ltd - India
- ICICI Bank Limited - India
- Parry Sugars Refinery, India
- Karaikal Port Pvt Ltd - India
- Thai Mozambique Logistica
- Standard Chartered Bank - UAE
- Sojitz Corporation - Japan
- Petrochimia International Co. Ltd.- Taiwan
- Price Waterhouse Coopers - Russia
- Medco Energi Mining Internasional
- Thiess Contractors Indonesia
- Sinarmas Energy and Mining - Indonesia
- Indogreen Group - Indonesia
- Madhucon Powers Ltd - India
- Sical Logistics Limited - India
- Georgia Ports Authority, United States
- Meenaskhi Energy Private Limited - India
- Leighton Contractors Pty Ltd - Australia
- Uttam Galva Steels Limited - India
- Planning Commission, India
- MS Steel International - UAE
- Baramulti Group, Indonesia
- Borneo Indobara - Indonesia
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