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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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Saturday, 09 May 20
ANGLO AMERICAN CONSIDERS SPINNING OFF SOUTH AFRICAN COAL OPERATIONS - REUTERS
Diversified miner Anglo American said on Thursday it prefers unbundling and listing its thermal coal operations in South Africa on the Johannesburg ...
Friday, 08 May 20
THE COLLAPSE OF THE OIL AND BUNKER FUEL MARKETS IN EARLY 2020 - PETER SAND
The sulphur regulation from the International Maritime Organization (IMO) that came into force on 1 January 2020 took the centre stage in the shipp ...
Friday, 08 May 20
LNG DEMAND FACED SEVERAL HEADWINDS IN THE FIRST QUARTER OF 2020 - GASLOG
LNG demand faced several headwinds in the first quarter of 2020 including a warmer than average winter in the northern hemisphere, high inventory l ...
Thursday, 07 May 20
IEEFA UPDATE: THE OUTLOOK FOR THERMAL COAL IN SOUTHEAST ASIA AND SOUTH ASIA
Seven headwinds are building to sustained growth in coal in Asia
The medium term outlook for thermal coal in Southeast Asia is posit ...
Thursday, 07 May 20
IMO 2020: BUNKER CLAIMS HANDLING GUIDE FOR A NEW DECADE - THE STANDARD CLUB
KNOWLEDGE TO ELEVATE
IMO 2020 is the term generally used to describe the following regulations under Annex VI of the International Convention ...
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- Mjunction Services Limited - India
- Indogreen Group - Indonesia
- Simpson Spence & Young - Indonesia
- Sree Jayajothi Cements Limited - India
- The Treasury - Australian Government
- Indian Oil Corporation Limited
- Leighton Contractors Pty Ltd - Australia
- Kobexindo Tractors - Indoneisa
- Port Waratah Coal Services - Australia
- Coal and Oil Company - UAE
- Commonwealth Bank - Australia
- GAC Shipping (India) Pvt Ltd
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Gujarat Electricity Regulatory Commission - India
- Karbindo Abesyapradhi - Indoneisa
- Energy Link Ltd, New Zealand
- CIMB Investment Bank - Malaysia
- ICICI Bank Limited - India
- Thiess Contractors Indonesia
- South Luzon Thermal Energy Corporation
- Malabar Cements Ltd - India
- Latin American Coal - Colombia
- Intertek Mineral Services - Indonesia
- Coastal Gujarat Power Limited - India
- Makarim & Taira - Indonesia
- Star Paper Mills Limited - India
- Bangladesh Power Developement Board
- Kaltim Prima Coal - Indonesia
- Straits Asia Resources Limited - Singapore
- Barasentosa Lestari - Indonesia
- Toyota Tsusho Corporation, Japan
- PNOC Exploration Corporation - Philippines
- Maheswari Brothers Coal Limited - India
- Planning Commission, India
- Trasteel International SA, Italy
- Orica Australia Pty. Ltd.
- Mercator Lines Limited - India
- Directorate Of Revenue Intelligence - India
- Vedanta Resources Plc - India
- Ministry of Transport, Egypt
- Singapore Mercantile Exchange
- Posco Energy - South Korea
- Directorate General of MIneral and Coal - Indonesia
- Indika Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Orica Mining Services - Indonesia
- PowerSource Philippines DevCo
- Globalindo Alam Lestari - Indonesia
- Bhushan Steel Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Bukit Baiduri Energy - Indonesia
- Kartika Selabumi Mining - Indonesia
- International Coal Ventures Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Ministry of Finance - Indonesia
- Banpu Public Company Limited - Thailand
- GMR Energy Limited - India
- Tamil Nadu electricity Board
- Timah Investasi Mineral - Indoneisa
- GVK Power & Infra Limited - India
- Rio Tinto Coal - Australia
- Economic Council, Georgia
- MS Steel International - UAE
- Cigading International Bulk Terminal - Indonesia
- Aboitiz Power Corporation - Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Australian Coal Association
- Alfred C Toepfer International GmbH - Germany
- Karaikal Port Pvt Ltd - India
- Uttam Galva Steels Limited - India
- The University of Queensland
- Kalimantan Lumbung Energi - Indonesia
- Renaissance Capital - South Africa
- Marubeni Corporation - India
- Pipit Mutiara Jaya. PT, Indonesia
- Samtan Co., Ltd - South Korea
- Asmin Koalindo Tuhup - Indonesia
- Attock Cement Pakistan Limited
- Medco Energi Mining Internasional
- Mintek Dendrill Indonesia
- San Jose City I Power Corp, Philippines
- Essar Steel Hazira Ltd - India
- Central Electricity Authority - India
- VISA Power Limited - India
- Sojitz Corporation - Japan
- Semirara Mining Corp, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Kepco SPC Power Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Independent Power Producers Association of India
- Bulk Trading Sa - Switzerland
- Therma Luzon, Inc, Philippines
- Standard Chartered Bank - UAE
- Krishnapatnam Port Company Ltd. - India
- TeaM Sual Corporation - Philippines
- IHS Mccloskey Coal Group - USA
- Chettinad Cement Corporation Ltd - India
- Bhatia International Limited - India
- Siam City Cement PLC, Thailand
- Ambuja Cements Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Power Finance Corporation Ltd., India
- Parry Sugars Refinery, India
- Global Business Power Corporation, Philippines
- Indian Energy Exchange, India
- Oldendorff Carriers - Singapore
- New Zealand Coal & Carbon
- London Commodity Brokers - England
- Baramulti Group, Indonesia
- Merrill Lynch Commodities Europe
- Jorong Barutama Greston.PT - Indonesia
- Siam City Cement - Thailand
- Maharashtra Electricity Regulatory Commission - India
- LBH Netherlands Bv - Netherlands
- Electricity Generating Authority of Thailand
- Kapuas Tunggal Persada - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bhoruka Overseas - Indonesia
- Larsen & Toubro Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Coalindo Energy - Indonesia
- Jindal Steel & Power Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Metalloyd Limited - United Kingdom
- Manunggal Multi Energi - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Romanian Commodities Exchange
- SN Aboitiz Power Inc, Philippines
- Mercuria Energy - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- White Energy Company Limited
- Parliament of New Zealand
- CNBM International Corporation - China
- Borneo Indobara - Indonesia
- Sakthi Sugars Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indo Tambangraya Megah - Indonesia
- India Bulls Power Limited - India
- AsiaOL BioFuels Corp., Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Madhucon Powers Ltd - India
- IEA Clean Coal Centre - UK
- Binh Thuan Hamico - Vietnam
- Carbofer General Trading SA - India
- Thai Mozambique Logistica
- Georgia Ports Authority, United States
- Semirara Mining and Power Corporation, Philippines
- Jaiprakash Power Ventures ltd
- Edison Trading Spa - Italy
- Ministry of Mines - Canada
- Sinarmas Energy and Mining - Indonesia
- Eastern Coal Council - USA
- The State Trading Corporation of India Ltd
- Grasim Industreis Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Sical Logistics Limited - India
- PTC India Limited - India
- Gujarat Sidhee Cement - India
- Chamber of Mines of South Africa
- Lanco Infratech Ltd - India
- Africa Commodities Group - South Africa
- Antam Resourcindo - Indonesia
- Sindya Power Generating Company Private Ltd
- European Bulk Services B.V. - Netherlands
- Agrawal Coal Company - India
- Anglo American - United Kingdom
- Deloitte Consulting - India
- Meenaskhi Energy Private Limited - India
- Xindia Steels Limited - India
- Eastern Energy - Thailand
- McConnell Dowell - Australia
- Vizag Seaport Private Limited - India
- Price Waterhouse Coopers - Russia
- Global Coal Blending Company Limited - Australia
- Australian Commodity Traders Exchange
- SMC Global Power, Philippines
- Videocon Industries ltd - India
- Energy Development Corp, Philippines
- Holcim Trading Pte Ltd - Singapore
- Salva Resources Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Savvy Resources Ltd - HongKong
- Altura Mining Limited, Indonesia
- Ind-Barath Power Infra Limited - India
- Tata Chemicals Ltd - India
- Heidelberg Cement - Germany
- Miang Besar Coal Terminal - Indonesia
- Indonesian Coal Mining Association
- Dalmia Cement Bharat India
- Minerals Council of Australia
- Wood Mackenzie - Singapore
- Riau Bara Harum - Indonesia
- Pendopo Energi Batubara - Indonesia
- SMG Consultants - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Bayan Resources Tbk. - Indonesia
- Meralco Power Generation, Philippines
- Cement Manufacturers Association - India
- Sarangani Energy Corporation, Philippines
- Central Java Power - Indonesia
- Electricity Authority, New Zealand
- OPG Power Generation Pvt Ltd - India
- ASAPP Information Group - India
- Interocean Group of Companies - India
- Iligan Light & Power Inc, Philippines
- Bukit Makmur.PT - Indonesia
- Petron Corporation, Philippines
- Bharathi Cement Corporation - India
- Kumho Petrochemical, South Korea
- Wilmar Investment Holdings
- Aditya Birla Group - India
- Ceylon Electricity Board - Sri Lanka
- Goldman Sachs - Singapore
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