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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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Friday, 20 March 20
VOLATILITY TO INCREASE IN TANKER MARKET FOLLOWING OIL PRICE WAR - DREWRY
Crude oil prices plunged by more than a third in the past week after OPEC+ failed to agree on production cut as demand softened in the aftermath of ...
Friday, 20 March 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 ...
Friday, 20 March 20
OIL PRICES COULD FALL BELOW ZERO: ANALYST - FOX BUSINESS
Plunging oil prices could be headed a lot lower – possibly below zero, according to one Wall Street analyst.
West Texas Interm ...
Friday, 20 March 20
84% OF FEBRUARY BUNKER SALES IN SINGAPORE ARE LOW-SULPHUR FUELS - BIMCO
Low-sulphur fuels accounted for 84% of total February sales in Singapore, slightly up from 83% in January. The sale of low-sulphur fuel oil (LSFO) ...
Thursday, 19 March 20
A CRUDE TSUNAMI: UP TO 3 MILLION BPD OF EXTRA OIL CAN HIT THE MARKET FROM APRIL, MORE COMING IN MAY - RYSTAD ENERGY
The extra oil coming into the global market from April will be as much as 3 million barrels per day (bpd), Rystad Energy estimates. Two million bpd ...
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Showing 1056 to 1060 news of total 6871 |
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- Attock Cement Pakistan Limited
- Wilmar Investment Holdings
- Vizag Seaport Private Limited - India
- San Jose City I Power Corp, Philippines
- Goldman Sachs - Singapore
- Latin American Coal - Colombia
- Globalindo Alam Lestari - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Rio Tinto Coal - Australia
- AsiaOL BioFuels Corp., Philippines
- GVK Power & Infra Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Electricity Generating Authority of Thailand
- Georgia Ports Authority, United States
- Trasteel International SA, Italy
- Ministry of Transport, Egypt
- Marubeni Corporation - India
- Lanco Infratech Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Australian Coal Association
- SN Aboitiz Power Inc, Philippines
- Barasentosa Lestari - Indonesia
- Global Coal Blending Company Limited - Australia
- GMR Energy Limited - India
- Meenaskhi Energy Private Limited - India
- Mercuria Energy - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Miang Besar Coal Terminal - Indonesia
- The State Trading Corporation of India Ltd
- Renaissance Capital - South Africa
- Indogreen Group - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Indo Tambangraya Megah - Indonesia
- Therma Luzon, Inc, Philippines
- Kapuas Tunggal Persada - Indonesia
- ASAPP Information Group - India
- Romanian Commodities Exchange
- Bulk Trading Sa - Switzerland
- Coastal Gujarat Power Limited - India
- Bayan Resources Tbk. - Indonesia
- LBH Netherlands Bv - Netherlands
- PTC India Limited - India
- Global Business Power Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- Petron Corporation, Philippines
- Central Electricity Authority - India
- Thai Mozambique Logistica
- Semirara Mining and Power Corporation, Philippines
- South Luzon Thermal Energy Corporation
- India Bulls Power Limited - India
- Aditya Birla Group - India
- Borneo Indobara - Indonesia
- Bukit Makmur.PT - Indonesia
- Energy Link Ltd, New Zealand
- Ceylon Electricity Board - Sri Lanka
- Maharashtra Electricity Regulatory Commission - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Essar Steel Hazira Ltd - India
- Siam City Cement - Thailand
- Africa Commodities Group - South Africa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Economic Council, Georgia
- Tata Chemicals Ltd - India
- Siam City Cement PLC, Thailand
- The Treasury - Australian Government
- Orica Australia Pty. Ltd.
- Star Paper Mills Limited - India
- Standard Chartered Bank - UAE
- Electricity Authority, New Zealand
- Minerals Council of Australia
- Mercator Lines Limited - India
- Bhatia International Limited - India
- Edison Trading Spa - Italy
- Coalindo Energy - Indonesia
- Makarim & Taira - Indonesia
- Kaltim Prima Coal - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Maheswari Brothers Coal Limited - India
- Directorate Of Revenue Intelligence - India
- Mintek Dendrill Indonesia
- McConnell Dowell - Australia
- Asmin Koalindo Tuhup - Indonesia
- Singapore Mercantile Exchange
- Bharathi Cement Corporation - India
- Jindal Steel & Power Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Antam Resourcindo - Indonesia
- Pendopo Energi Batubara - Indonesia
- MS Steel International - UAE
- International Coal Ventures Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Samtan Co., Ltd - South Korea
- Uttam Galva Steels Limited - India
- Coal and Oil Company - UAE
- Chettinad Cement Corporation Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Sarangani Energy Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Oldendorff Carriers - Singapore
- Gujarat Sidhee Cement - India
- Larsen & Toubro Limited - India
- Metalloyd Limited - United Kingdom
- Indonesian Coal Mining Association
- Alfred C Toepfer International GmbH - Germany
- Port Waratah Coal Services - Australia
- Merrill Lynch Commodities Europe
- IEA Clean Coal Centre - UK
- Karbindo Abesyapradhi - Indoneisa
- ICICI Bank Limited - India
- Chamber of Mines of South Africa
- Jaiprakash Power Ventures ltd
- SMG Consultants - Indonesia
- Price Waterhouse Coopers - Russia
- Meralco Power Generation, Philippines
- OPG Power Generation Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Salva Resources Pvt Ltd - India
- Medco Energi Mining Internasional
- Bahari Cakrawala Sebuku - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- New Zealand Coal & Carbon
- Karaikal Port Pvt Ltd - India
- Planning Commission, India
- Dalmia Cement Bharat India
- Formosa Plastics Group - Taiwan
- Rashtriya Ispat Nigam Limited - India
- Power Finance Corporation Ltd., India
- Vedanta Resources Plc - India
- VISA Power Limited - India
- TeaM Sual Corporation - Philippines
- Sical Logistics Limited - India
- European Bulk Services B.V. - Netherlands
- Ministry of Mines - Canada
- PNOC Exploration Corporation - Philippines
- Interocean Group of Companies - India
- Holcim Trading Pte Ltd - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Kepco SPC Power Corporation, Philippines
- Eastern Coal Council - USA
- SMC Global Power, Philippines
- Ministry of Finance - Indonesia
- Grasim Industreis Ltd - India
- Straits Asia Resources Limited - Singapore
- Videocon Industries ltd - India
- Riau Bara Harum - Indonesia
- Bukit Baiduri Energy - Indonesia
- Energy Development Corp, Philippines
- GAC Shipping (India) Pvt Ltd
- Parry Sugars Refinery, India
- Malabar Cements Ltd - India
- Bhushan Steel Limited - India
- Australian Commodity Traders Exchange
- Savvy Resources Ltd - HongKong
- Indian Oil Corporation Limited
- Agrawal Coal Company - India
- Kumho Petrochemical, South Korea
- Ambuja Cements Ltd - India
- Carbofer General Trading SA - India
- Neyveli Lignite Corporation Ltd, - India
- Iligan Light & Power Inc, Philippines
- Toyota Tsusho Corporation, Japan
- Semirara Mining Corp, Philippines
- Central Java Power - Indonesia
- The University of Queensland
- Madhucon Powers Ltd - India
- Binh Thuan Hamico - Vietnam
- PetroVietnam Power Coal Import and Supply Company
- Banpu Public Company Limited - Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ind-Barath Power Infra Limited - India
- Cement Manufacturers Association - India
- Sojitz Corporation - Japan
- Timah Investasi Mineral - Indoneisa
- London Commodity Brokers - England
- CIMB Investment Bank - Malaysia
- Deloitte Consulting - India
- Kartika Selabumi Mining - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Independent Power Producers Association of India
- Sree Jayajothi Cements Limited - India
- Indika Energy - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Manunggal Multi Energi - Indonesia
- Thiess Contractors Indonesia
- Sindya Power Generating Company Private Ltd
- Orica Mining Services - Indonesia
- Tamil Nadu electricity Board
- Commonwealth Bank - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Anglo American - United Kingdom
- Mjunction Services Limited - India
- Posco Energy - South Korea
- Eastern Energy - Thailand
- Sakthi Sugars Limited - India
- Intertek Mineral Services - Indonesia
- White Energy Company Limited
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Global Green Power PLC Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- Wood Mackenzie - Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bangladesh Power Developement Board
- Kalimantan Lumbung Energi - Indonesia
- Xindia Steels Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Indian Energy Exchange, India
- Parliament of New Zealand
- Baramulti Group, Indonesia
- Heidelberg Cement - Germany
- CNBM International Corporation - China
- Kideco Jaya Agung - Indonesia
- PowerSource Philippines DevCo
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