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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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Thursday, 07 May 20
CRUDE OIL TANKER EARNINGS DROP 68% IN NINE DAYS - BIMCO
Crude oil tanker earnings have come down sharply in recent weeks with Very Large Crude Carrier (VLCC) earnings from the Middle East Gulf to China d ...
Thursday, 07 May 20
UKRAINE PRODUCES 2.5 MLN TONNES OF COAL IN APRIL - UKRINFORM
Ukraine produced 2.5 million tonnes of coal in April 2020, which is 39% less than planned, according to the Coal Miners Union of Ukraine.
...
Thursday, 07 May 20
INDIA: GOVT TO DO AWAY WITH MANDATORY WASHING OF COAL FOR THERMAL POWER UNITS - BUSINESS STANDARD
The Centre is planning to do away with the mandatory requirement of washing of coal before it is transported to thermal power stations. The Ministr ...
Thursday, 07 May 20
CIL'S SUPPLY TO POWER SECTOR FALLS IN MARCH AMID SLUMP IN COAL DEMAND - PTI
The supply of coal to the power sector by state-owned CIL registered a decline of eight per cent to 42.30 million tonne in March in the wake of slu ...
Thursday, 07 May 20
COAL PRICE REFERENCE FALL SHARPLY IN MAY 2020 DUE TO CORONAVIRUS OUTBREAK
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down the benchmark price of Indonesian thermal ...
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- OPG Power Generation Pvt Ltd - India
- Petron Corporation, Philippines
- Mercator Lines Limited - India
- Economic Council, Georgia
- Ind-Barath Power Infra Limited - India
- Independent Power Producers Association of India
- Baramulti Group, Indonesia
- Power Finance Corporation Ltd., India
- Marubeni Corporation - India
- Sarangani Energy Corporation, Philippines
- Orica Australia Pty. Ltd.
- Siam City Cement PLC, Thailand
- Latin American Coal - Colombia
- Commonwealth Bank - Australia
- CNBM International Corporation - China
- Vijayanagar Sugar Pvt Ltd - India
- Romanian Commodities Exchange
- Gujarat Electricity Regulatory Commission - India
- Aboitiz Power Corporation - Philippines
- CIMB Investment Bank - Malaysia
- MS Steel International - UAE
- Australian Coal Association
- Bangladesh Power Developement Board
- Savvy Resources Ltd - HongKong
- Global Coal Blending Company Limited - Australia
- London Commodity Brokers - England
- Siam City Cement - Thailand
- Gujarat Mineral Development Corp Ltd - India
- Formosa Plastics Group - Taiwan
- IEA Clean Coal Centre - UK
- LBH Netherlands Bv - Netherlands
- IHS Mccloskey Coal Group - USA
- The Treasury - Australian Government
- Sakthi Sugars Limited - India
- Australian Commodity Traders Exchange
- PowerSource Philippines DevCo
- GN Power Mariveles Coal Plant, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ministry of Transport, Egypt
- Offshore Bulk Terminal Pte Ltd, Singapore
- Mintek Dendrill Indonesia
- Metalloyd Limited - United Kingdom
- Pendopo Energi Batubara - Indonesia
- Sojitz Corporation - Japan
- Central Java Power - Indonesia
- White Energy Company Limited
- PTC India Limited - India
- Grasim Industreis Ltd - India
- Samtan Co., Ltd - South Korea
- Standard Chartered Bank - UAE
- Semirara Mining Corp, Philippines
- Anglo American - United Kingdom
- Madhucon Powers Ltd - India
- Georgia Ports Authority, United States
- Ministry of Finance - Indonesia
- Kartika Selabumi Mining - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Indika Energy - Indonesia
- Thai Mozambique Logistica
- Lanco Infratech Ltd - India
- SN Aboitiz Power Inc, Philippines
- Merrill Lynch Commodities Europe
- Rashtriya Ispat Nigam Limited - India
- Bhushan Steel Limited - India
- Wood Mackenzie - Singapore
- Karbindo Abesyapradhi - Indoneisa
- The State Trading Corporation of India Ltd
- Cigading International Bulk Terminal - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Altura Mining Limited, Indonesia
- Goldman Sachs - Singapore
- Dalmia Cement Bharat India
- Eastern Energy - Thailand
- Oldendorff Carriers - Singapore
- Minerals Council of Australia
- GMR Energy Limited - India
- TeaM Sual Corporation - Philippines
- Neyveli Lignite Corporation Ltd, - India
- Carbofer General Trading SA - India
- Krishnapatnam Port Company Ltd. - India
- Meenaskhi Energy Private Limited - India
- GVK Power & Infra Limited - India
- PNOC Exploration Corporation - Philippines
- Salva Resources Pvt Ltd - India
- Central Electricity Authority - India
- Miang Besar Coal Terminal - Indonesia
- Globalindo Alam Lestari - Indonesia
- Karaikal Port Pvt Ltd - India
- Antam Resourcindo - Indonesia
- Kobexindo Tractors - Indoneisa
- Riau Bara Harum - Indonesia
- Energy Development Corp, Philippines
- Sinarmas Energy and Mining - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Heidelberg Cement - Germany
- Borneo Indobara - Indonesia
- Indian Energy Exchange, India
- Binh Thuan Hamico - Vietnam
- San Jose City I Power Corp, Philippines
- Kideco Jaya Agung - Indonesia
- Makarim & Taira - Indonesia
- Medco Energi Mining Internasional
- Price Waterhouse Coopers - Russia
- Chettinad Cement Corporation Ltd - India
- Thiess Contractors Indonesia
- Kaltim Prima Coal - Indonesia
- Timah Investasi Mineral - Indoneisa
- Star Paper Mills Limited - India
- Cement Manufacturers Association - India
- European Bulk Services B.V. - Netherlands
- Sree Jayajothi Cements Limited - India
- Bhoruka Overseas - Indonesia
- Indo Tambangraya Megah - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Coalindo Energy - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- South Luzon Thermal Energy Corporation
- ICICI Bank Limited - India
- Xindia Steels Limited - India
- Kapuas Tunggal Persada - Indonesia
- Intertek Mineral Services - Indonesia
- Tata Chemicals Ltd - India
- Videocon Industries ltd - India
- Indonesian Coal Mining Association
- Bank of Tokyo Mitsubishi UFJ Ltd
- Simpson Spence & Young - Indonesia
- SMG Consultants - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Electricity Generating Authority of Thailand
- Coastal Gujarat Power Limited - India
- Manunggal Multi Energi - Indonesia
- Deloitte Consulting - India
- Barasentosa Lestari - Indonesia
- Therma Luzon, Inc, Philippines
- Bayan Resources Tbk. - Indonesia
- The University of Queensland
- Petrochimia International Co. Ltd.- Taiwan
- Malabar Cements Ltd - India
- Mercuria Energy - Indonesia
- Singapore Mercantile Exchange
- Jaiprakash Power Ventures ltd
- Alfred C Toepfer International GmbH - Germany
- India Bulls Power Limited - India
- Ambuja Cements Ltd - India
- Meralco Power Generation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Renaissance Capital - South Africa
- Bulk Trading Sa - Switzerland
- Directorate Of Revenue Intelligence - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bukit Baiduri Energy - Indonesia
- International Coal Ventures Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Port Waratah Coal Services - Australia
- Edison Trading Spa - Italy
- Aditya Birla Group - India
- Agrawal Coal Company - India
- Interocean Group of Companies - India
- Semirara Mining and Power Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- Global Business Power Corporation, Philippines
- Bhatia International Limited - India
- Bharathi Cement Corporation - India
- Jorong Barutama Greston.PT - Indonesia
- SMC Global Power, Philippines
- Energy Link Ltd, New Zealand
- Wilmar Investment Holdings
- PetroVietnam Power Coal Import and Supply Company
- Trasteel International SA, Italy
- Electricity Authority, New Zealand
- Ministry of Mines - Canada
- Sical Logistics Limited - India
- Larsen & Toubro Limited - India
- Straits Asia Resources Limited - Singapore
- Parliament of New Zealand
- Uttam Galva Steels Limited - India
- Mjunction Services Limited - India
- Vizag Seaport Private Limited - India
- Banpu Public Company Limited - Thailand
- Jindal Steel & Power Ltd - India
- Iligan Light & Power Inc, Philippines
- Indogreen Group - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Essar Steel Hazira Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Asmin Koalindo Tuhup - Indonesia
- Maheswari Brothers Coal Limited - India
- Bukit Makmur.PT - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- McConnell Dowell - Australia
- GAC Shipping (India) Pvt Ltd
- Chamber of Mines of South Africa
- VISA Power Limited - India
- Orica Mining Services - Indonesia
- Planning Commission, India
- Toyota Tsusho Corporation, Japan
- Coal and Oil Company - UAE
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Parry Sugars Refinery, India
- Ceylon Electricity Board - Sri Lanka
- Bukit Asam (Persero) Tbk - Indonesia
- Indian Oil Corporation Limited
- AsiaOL BioFuels Corp., Philippines
- ASAPP Information Group - India
- New Zealand Coal & Carbon
- Sindya Power Generating Company Private Ltd
- Attock Cement Pakistan Limited
- Tamil Nadu electricity Board
- Gujarat Sidhee Cement - India
- Eastern Coal Council - USA
- TNB Fuel Sdn Bhd - Malaysia
- Africa Commodities Group - South Africa
- Posco Energy - South Korea
- Rio Tinto Coal - Australia
- Kumho Petrochemical, South Korea
- Kepco SPC Power Corporation, Philippines
- Vedanta Resources Plc - India
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