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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, 31 March 20
COAL POWER REMAINS IN GLOBAL DECLINE, DESPITE CHINESE SURGE - SYDNEY MORNING HERALD
The impact of coronavirus has prompted a surge in coal-fired power plant construction permits in China, with the Chinese government issuing more pe ...
Monday, 30 March 20
CORONAVIRUS - IMPLICATIONS FOR SHIPS AND CREW - GARD
KNOWLEDGE TO ELEVATE
Countries around the world are strengthening their border control measures in order to prevent the further spread of COVI ...
Monday, 30 March 20
LAY-UP AND RE-ACTIVATION REVISITED - GARD
KNOWLEDGE TO ELEVATE
The COVID-19 pandemic has affected the maritime industry in previously unthinkable ways. Ports around the world are denyi ...
Monday, 30 March 20
PANAMAX: INDONESIA LACKED VOLUME, PARTLY DUE TO FORCE MAJEURE IN INDIAN PORTS - BALTIC BRIEFING
Capesize
As Covid-19 continued to ratchet up tensions across the globe, the Cape market dealt with the change to remote working. Most regions o ...
Saturday, 28 March 20
ASIA'S COAL MARKETS DIVERGE ON QUALITY LINES AS CORONAVIRUS HITS INDIA - REUTERS
Asia’s seaborne coal market is increasingly diverging between higher-quality Australian coal, where prices are holding up despite the economi ...
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- Therma Luzon, Inc, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Bayan Resources Tbk. - Indonesia
- Indian Energy Exchange, India
- Dalmia Cement Bharat India
- Cigading International Bulk Terminal - Indonesia
- European Bulk Services B.V. - Netherlands
- Bangladesh Power Developement Board
- Petron Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Altura Mining Limited, Indonesia
- MS Steel International - UAE
- Makarim & Taira - Indonesia
- Vedanta Resources Plc - India
- Neyveli Lignite Corporation Ltd, - India
- Power Finance Corporation Ltd., India
- Pendopo Energi Batubara - Indonesia
- Xindia Steels Limited - India
- Anglo American - United Kingdom
- Indogreen Group - Indonesia
- Posco Energy - South Korea
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Coal and Oil Company - UAE
- Petrochimia International Co. Ltd.- Taiwan
- Binh Thuan Hamico - Vietnam
- Minerals Council of Australia
- Vijayanagar Sugar Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Eastern Coal Council - USA
- Gujarat Electricity Regulatory Commission - India
- Antam Resourcindo - Indonesia
- Savvy Resources Ltd - HongKong
- Thai Mozambique Logistica
- Coalindo Energy - Indonesia
- SMC Global Power, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kaltim Prima Coal - Indonesia
- Indian Oil Corporation Limited
- TNB Fuel Sdn Bhd - Malaysia
- Barasentosa Lestari - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Aditya Birla Group - India
- Bhushan Steel Limited - India
- Sojitz Corporation - Japan
- Sinarmas Energy and Mining - Indonesia
- SMG Consultants - Indonesia
- Borneo Indobara - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Bank of Tokyo Mitsubishi UFJ Ltd
- Jorong Barutama Greston.PT - Indonesia
- Straits Asia Resources Limited - Singapore
- AsiaOL BioFuels Corp., Philippines
- PowerSource Philippines DevCo
- The University of Queensland
- Romanian Commodities Exchange
- White Energy Company Limited
- Globalindo Alam Lestari - Indonesia
- Intertek Mineral Services - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- Madhucon Powers Ltd - India
- Global Green Power PLC Corporation, Philippines
- The Treasury - Australian Government
- Kapuas Tunggal Persada - Indonesia
- Bulk Trading Sa - Switzerland
- Star Paper Mills Limited - India
- Mercator Lines Limited - India
- IHS Mccloskey Coal Group - USA
- Siam City Cement - Thailand
- Bhatia International Limited - India
- Holcim Trading Pte Ltd - Singapore
- Sical Logistics Limited - India
- Ministry of Finance - Indonesia
- Gujarat Sidhee Cement - India
- Georgia Ports Authority, United States
- Africa Commodities Group - South Africa
- Directorate General of MIneral and Coal - Indonesia
- Central Electricity Authority - India
- Bukit Makmur.PT - Indonesia
- Medco Energi Mining Internasional
- Bharathi Cement Corporation - India
- Videocon Industries ltd - India
- London Commodity Brokers - England
- PTC India Limited - India
- San Jose City I Power Corp, Philippines
- Mercuria Energy - Indonesia
- Wood Mackenzie - Singapore
- Standard Chartered Bank - UAE
- Economic Council, Georgia
- New Zealand Coal & Carbon
- Semirara Mining Corp, Philippines
- Chamber of Mines of South Africa
- Energy Development Corp, Philippines
- Bhoruka Overseas - Indonesia
- Global Coal Blending Company Limited - Australia
- Oldendorff Carriers - Singapore
- LBH Netherlands Bv - Netherlands
- Asmin Koalindo Tuhup - Indonesia
- Interocean Group of Companies - India
- Billiton Holdings Pty Ltd - Australia
- Australian Commodity Traders Exchange
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Parliament of New Zealand
- Tamil Nadu electricity Board
- Electricity Authority, New Zealand
- Vizag Seaport Private Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Heidelberg Cement - Germany
- VISA Power Limited - India
- Samtan Co., Ltd - South Korea
- Indika Energy - Indonesia
- The State Trading Corporation of India Ltd
- Goldman Sachs - Singapore
- Ind-Barath Power Infra Limited - India
- Toyota Tsusho Corporation, Japan
- Pipit Mutiara Jaya. PT, Indonesia
- Maheswari Brothers Coal Limited - India
- SN Aboitiz Power Inc, Philippines
- TeaM Sual Corporation - Philippines
- Kartika Selabumi Mining - Indonesia
- Energy Link Ltd, New Zealand
- Aboitiz Power Corporation - Philippines
- Australian Coal Association
- Meralco Power Generation, Philippines
- GVK Power & Infra Limited - India
- Planning Commission, India
- Simpson Spence & Young - Indonesia
- Singapore Mercantile Exchange
- Edison Trading Spa - Italy
- OPG Power Generation Pvt Ltd - India
- Parry Sugars Refinery, India
- Banpu Public Company Limited - Thailand
- Formosa Plastics Group - Taiwan
- Karbindo Abesyapradhi - Indoneisa
- Orica Mining Services - Indonesia
- Riau Bara Harum - Indonesia
- Price Waterhouse Coopers - Russia
- Kumho Petrochemical, South Korea
- Mintek Dendrill Indonesia
- Indo Tambangraya Megah - Indonesia
- Uttam Galva Steels Limited - India
- Essar Steel Hazira Ltd - India
- Independent Power Producers Association of India
- Sakthi Sugars Limited - India
- Grasim Industreis Ltd - India
- Salva Resources Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- Leighton Contractors Pty Ltd - Australia
- PNOC Exploration Corporation - Philippines
- India Bulls Power Limited - India
- Krishnapatnam Port Company Ltd. - India
- Semirara Mining and Power Corporation, Philippines
- Kepco SPC Power Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Marubeni Corporation - India
- Chettinad Cement Corporation Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Malabar Cements Ltd - India
- Sarangani Energy Corporation, Philippines
- Attock Cement Pakistan Limited
- Wilmar Investment Holdings
- Global Business Power Corporation, Philippines
- McConnell Dowell - Australia
- Orica Australia Pty. Ltd.
- Bukit Baiduri Energy - Indonesia
- Renaissance Capital - South Africa
- Directorate Of Revenue Intelligence - India
- Iligan Light & Power Inc, Philippines
- Kideco Jaya Agung - Indonesia
- ASAPP Information Group - India
- Latin American Coal - Colombia
- Commonwealth Bank - Australia
- CIMB Investment Bank - Malaysia
- Manunggal Multi Energi - Indonesia
- Electricity Generating Authority of Thailand
- Larsen & Toubro Limited - India
- Central Java Power - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Miang Besar Coal Terminal - Indonesia
- Deloitte Consulting - India
- Thiess Contractors Indonesia
- CNBM International Corporation - China
- Indonesian Coal Mining Association
- GMR Energy Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Ministry of Transport, Egypt
- Jaiprakash Power Ventures ltd
- Metalloyd Limited - United Kingdom
- Karaikal Port Pvt Ltd - India
- Rio Tinto Coal - Australia
- Cement Manufacturers Association - India
- Lanco Infratech Ltd - India
- South Luzon Thermal Energy Corporation
- Kobexindo Tractors - Indoneisa
- International Coal Ventures Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- IEA Clean Coal Centre - UK
- Sindya Power Generating Company Private Ltd
- Baramulti Group, Indonesia
- ICICI Bank Limited - India
- Ceylon Electricity Board - Sri Lanka
- Coastal Gujarat Power Limited - India
- GAC Shipping (India) Pvt Ltd
- Maharashtra Electricity Regulatory Commission - India
- Mjunction Services Limited - India
- Tata Chemicals Ltd - India
- Port Waratah Coal Services - Australia
- Ambuja Cements Ltd - India
- Merrill Lynch Commodities Europe
- Carbofer General Trading SA - India
- Agrawal Coal Company - India
- Trasteel International SA, Italy
- Eastern Energy - Thailand
- Ministry of Mines - Canada
- Siam City Cement PLC, Thailand
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