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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, 07 April 20
IS CHINA EMBARKING ON A MAJOR EXPANSION OF COAL-FIRED POWER GENERATION? - WOOD MACKENZIE
As energy companies worldwide grapple with the economic impact of the coronavirus pandemic, long-term planning continues. Ahead of the release of t ...
Tuesday, 07 April 20
COAL INDIA'S DISPATCHES DROP, OUTPUT INCREASES - THE HINDU
India’s largest coal producer Coal India Ltd. (CIL) has seen a 10% fall in dispatches in March 2020 due to a sharp fall in demand from the po ...
Tuesday, 07 April 20
CORONAVIRUS AND LOCKDOWNS DRAG DOWN THE INDONESIAN COAL PRICE REFERENCE IN APRIL
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down the benchmark price of the Indonesian ther ...
Monday, 06 April 20
A 52,000DWT SHIP FIXING DELIVERY SINGAPORE TRIP, VIA INDONESIA, REDELIVERY TAIWAN, AT $3,100 - BALTIC BRIEFING
Capesize
The Capesize market this past week looks to have come off life support and found some improved sentiment. The week began rather ordina ...
Monday, 06 April 20
INDIA'S 21-DAY LOCKDOWN - IMPACT ON COMMODITIES? - WOOD MACKENZIE
India is under a three-week lockdown from 25 March, to contain the spread of the coronavirus outbreak. Wood Mackenzie analysts discuss what this me ...
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- The State Trading Corporation of India Ltd
- The University of Queensland
- Mercuria Energy - Indonesia
- India Bulls Power Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Australian Coal Association
- Chamber of Mines of South Africa
- Holcim Trading Pte Ltd - Singapore
- South Luzon Thermal Energy Corporation
- Mjunction Services Limited - India
- Thiess Contractors Indonesia
- Kideco Jaya Agung - Indonesia
- Energy Link Ltd, New Zealand
- New Zealand Coal & Carbon
- Bharathi Cement Corporation - India
- Alfred C Toepfer International GmbH - Germany
- Orica Mining Services - Indonesia
- Riau Bara Harum - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Posco Energy - South Korea
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- PetroVietnam Power Coal Import and Supply Company
- Kumho Petrochemical, South Korea
- Ministry of Finance - Indonesia
- Tamil Nadu electricity Board
- Gujarat Sidhee Cement - India
- Africa Commodities Group - South Africa
- Kaltim Prima Coal - Indonesia
- Bhushan Steel Limited - India
- Ind-Barath Power Infra Limited - India
- Banpu Public Company Limited - Thailand
- Semirara Mining Corp, Philippines
- Karaikal Port Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- IEA Clean Coal Centre - UK
- Deloitte Consulting - India
- Bukit Asam (Persero) Tbk - Indonesia
- Minerals Council of Australia
- GAC Shipping (India) Pvt Ltd
- Mercator Lines Limited - India
- CIMB Investment Bank - Malaysia
- Karbindo Abesyapradhi - Indoneisa
- Larsen & Toubro Limited - India
- Simpson Spence & Young - Indonesia
- Antam Resourcindo - Indonesia
- Global Coal Blending Company Limited - Australia
- Directorate Of Revenue Intelligence - India
- Parry Sugars Refinery, India
- Formosa Plastics Group - Taiwan
- Independent Power Producers Association of India
- Sindya Power Generating Company Private Ltd
- Carbofer General Trading SA - India
- Bukit Makmur.PT - Indonesia
- Eastern Energy - Thailand
- Renaissance Capital - South Africa
- Anglo American - United Kingdom
- Essar Steel Hazira Ltd - India
- Salva Resources Pvt Ltd - India
- Port Waratah Coal Services - Australia
- Central Java Power - Indonesia
- Timah Investasi Mineral - Indoneisa
- Oldendorff Carriers - Singapore
- Trasteel International SA, Italy
- Barasentosa Lestari - Indonesia
- Standard Chartered Bank - UAE
- Aditya Birla Group - India
- Uttam Galva Steels Limited - India
- Planning Commission, India
- Interocean Group of Companies - India
- Chettinad Cement Corporation Ltd - India
- Sree Jayajothi Cements Limited - India
- Dalmia Cement Bharat India
- Edison Trading Spa - Italy
- Petron Corporation, Philippines
- Therma Luzon, Inc, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Samtan Co., Ltd - South Korea
- Coastal Gujarat Power Limited - India
- GVK Power & Infra Limited - India
- Wilmar Investment Holdings
- Gujarat Mineral Development Corp Ltd - India
- Indogreen Group - Indonesia
- Maheswari Brothers Coal Limited - India
- Kalimantan Lumbung Energi - Indonesia
- ICICI Bank Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Ministry of Mines - Canada
- Siam City Cement PLC, Thailand
- Bulk Trading Sa - Switzerland
- Kepco SPC Power Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Makarim & Taira - Indonesia
- Global Business Power Corporation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kartika Selabumi Mining - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Mintek Dendrill Indonesia
- Energy Development Corp, Philippines
- Orica Australia Pty. Ltd.
- MS Steel International - UAE
- Indika Energy - Indonesia
- International Coal Ventures Pvt Ltd - India
- Sojitz Corporation - Japan
- Sarangani Energy Corporation, Philippines
- Tata Chemicals Ltd - India
- CNBM International Corporation - China
- Indo Tambangraya Megah - Indonesia
- Aboitiz Power Corporation - Philippines
- GMR Energy Limited - India
- Bhoruka Overseas - Indonesia
- ASAPP Information Group - India
- Electricity Generating Authority of Thailand
- PNOC Exploration Corporation - Philippines
- Jaiprakash Power Ventures ltd
- Gujarat Electricity Regulatory Commission - India
- Kapuas Tunggal Persada - Indonesia
- London Commodity Brokers - England
- Thai Mozambique Logistica
- Globalindo Alam Lestari - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Electricity Authority, New Zealand
- Bukit Baiduri Energy - Indonesia
- McConnell Dowell - Australia
- Vizag Seaport Private Limited - India
- Merrill Lynch Commodities Europe
- Kobexindo Tractors - Indoneisa
- Medco Energi Mining Internasional
- PTC India Limited - India
- Borneo Indobara - Indonesia
- Georgia Ports Authority, United States
- Leighton Contractors Pty Ltd - Australia
- The Treasury - Australian Government
- Australian Commodity Traders Exchange
- Petrochimia International Co. Ltd.- Taiwan
- Ambuja Cements Ltd - India
- Romanian Commodities Exchange
- European Bulk Services B.V. - Netherlands
- Sical Logistics Limited - India
- Siam City Cement - Thailand
- Price Waterhouse Coopers - Russia
- TeaM Sual Corporation - Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Altura Mining Limited, Indonesia
- Singapore Mercantile Exchange
- Madhucon Powers Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Straits Asia Resources Limited - Singapore
- Marubeni Corporation - India
- Indian Oil Corporation Limited
- Commonwealth Bank - Australia
- SMC Global Power, Philippines
- Rio Tinto Coal - Australia
- Vedanta Resources Plc - India
- San Jose City I Power Corp, Philippines
- AsiaOL BioFuels Corp., Philippines
- Jorong Barutama Greston.PT - Indonesia
- Baramulti Group, Indonesia
- Sakthi Sugars Limited - India
- Latin American Coal - Colombia
- Bhatia International Limited - India
- Intertek Mineral Services - Indonesia
- Iligan Light & Power Inc, Philippines
- Attock Cement Pakistan Limited
- Ministry of Transport, Egypt
- Central Electricity Authority - India
- Indian Energy Exchange, India
- Pendopo Energi Batubara - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Videocon Industries ltd - India
- VISA Power Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Agrawal Coal Company - India
- Heidelberg Cement - Germany
- Binh Thuan Hamico - Vietnam
- Indonesian Coal Mining Association
- LBH Netherlands Bv - Netherlands
- OPG Power Generation Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Metalloyd Limited - United Kingdom
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bayan Resources Tbk. - Indonesia
- Grasim Industreis Ltd - India
- IHS Mccloskey Coal Group - USA
- Miang Besar Coal Terminal - Indonesia
- Jindal Steel & Power Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Parliament of New Zealand
- Star Paper Mills Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Coal and Oil Company - UAE
- Krishnapatnam Port Company Ltd. - India
- Directorate General of MIneral and Coal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Manunggal Multi Energi - Indonesia
- Meenaskhi Energy Private Limited - India
- Coalindo Energy - Indonesia
- Cement Manufacturers Association - India
- Economic Council, Georgia
- Eastern Coal Council - USA
- Global Green Power PLC Corporation, Philippines
- Xindia Steels Limited - India
- Billiton Holdings Pty Ltd - Australia
- Malabar Cements Ltd - India
- Meralco Power Generation, Philippines
- PowerSource Philippines DevCo
- Ceylon Electricity Board - Sri Lanka
- Vijayanagar Sugar Pvt Ltd - India
- Wood Mackenzie - Singapore
- Goldman Sachs - Singapore
- Savvy Resources Ltd - HongKong
- Bangladesh Power Developement Board
- SMG Consultants - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Cigading International Bulk Terminal - Indonesia
- Lanco Infratech Ltd - India
- White Energy Company Limited
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