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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, 19 March 20
BIMCO REVISES 2020 FORECAST FOR MAIN SHIPPING MARKETS
The coronavirus pandemic is impacting global shipping demand for 2020 negatively. The speed of the virus spread makes it difficult to assess the fu ...
Thursday, 19 March 20
U.S. COAL EXPORTS DECLINED IN 2019 - EIA
In 2019, U.S. coal exports declined to 93 million short tons (MMst), a 20% decrease from the previous year, according to the U.S. Energy Informatio ...
Thursday, 19 March 20
SOUTH KOREA'S KOSPO INVITED BIDS FOR MIN 3,700 OR MIN 4,200 NCV LOW CALORIFIC VALUE COAL
COALspot.com: Korea Southern Power Co., Ltd. (KOSPO), has issued an international tender for total 160,000 MT (±10%) (80,000 x 2 Panamax) of ...
Wednesday, 18 March 20
DRY BULK: INDONESIAN COAL CARGOES PROVIDING A BIG BOOST IN THE EAST WHERE SENTIMENT FOR HANDIES ALSO STARTED IMPROVING - INTERMODAL
The BDI ended last week with small gains on the back of an encouraging number of cargoes out of key trading regions that helped sustain the reserve ...
Wednesday, 18 March 20
SHIPPING MARKET INSIGHT - INTERMODAL
Despite we all knew about the Covid-19 weeks ago, few could realize the size of the thread until the last few days. The examples of China and Italy ...
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- Vijayanagar Sugar Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Kartika Selabumi Mining - Indonesia
- Marubeni Corporation - India
- Tamil Nadu electricity Board
- Coastal Gujarat Power Limited - India
- Gujarat Electricity Regulatory Commission - India
- Port Waratah Coal Services - Australia
- VISA Power Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Bhatia International Limited - India
- Bhoruka Overseas - Indonesia
- Ministry of Transport, Egypt
- Deloitte Consulting - India
- Parliament of New Zealand
- Mercator Lines Limited - India
- Billiton Holdings Pty Ltd - Australia
- IHS Mccloskey Coal Group - USA
- Binh Thuan Hamico - Vietnam
- Singapore Mercantile Exchange
- South Luzon Thermal Energy Corporation
- Siam City Cement PLC, Thailand
- Kaltim Prima Coal - Indonesia
- CNBM International Corporation - China
- Makarim & Taira - Indonesia
- Madhucon Powers Ltd - India
- Bangladesh Power Developement Board
- GMR Energy Limited - India
- MS Steel International - UAE
- Bhushan Steel Limited - India
- Commonwealth Bank - Australia
- Australian Commodity Traders Exchange
- Aboitiz Power Corporation - Philippines
- Planning Commission, India
- Wood Mackenzie - Singapore
- Ind-Barath Power Infra Limited - India
- Thiess Contractors Indonesia
- Kepco SPC Power Corporation, Philippines
- Cement Manufacturers Association - India
- Toyota Tsusho Corporation, Japan
- Straits Asia Resources Limited - Singapore
- Karbindo Abesyapradhi - Indoneisa
- Rio Tinto Coal - Australia
- Sarangani Energy Corporation, Philippines
- Renaissance Capital - South Africa
- Indian Energy Exchange, India
- Carbofer General Trading SA - India
- Wilmar Investment Holdings
- Krishnapatnam Port Company Ltd. - India
- Metalloyd Limited - United Kingdom
- GN Power Mariveles Coal Plant, Philippines
- Eastern Coal Council - USA
- Australian Coal Association
- Globalindo Alam Lestari - Indonesia
- Star Paper Mills Limited - India
- Dalmia Cement Bharat India
- Indian Oil Corporation Limited
- Minerals Council of Australia
- ASAPP Information Group - India
- Indo Tambangraya Megah - Indonesia
- New Zealand Coal & Carbon
- Global Green Power PLC Corporation, Philippines
- Africa Commodities Group - South Africa
- Essar Steel Hazira Ltd - India
- Global Business Power Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Baramulti Group, Indonesia
- Directorate General of MIneral and Coal - Indonesia
- SMC Global Power, Philippines
- Tata Chemicals Ltd - India
- Larsen & Toubro Limited - India
- Iligan Light & Power Inc, Philippines
- Pendopo Energi Batubara - Indonesia
- IEA Clean Coal Centre - UK
- White Energy Company Limited
- Central Java Power - Indonesia
- Maheswari Brothers Coal Limited - India
- Grasim Industreis Ltd - India
- Latin American Coal - Colombia
- Meenaskhi Energy Private Limited - India
- The University of Queensland
- Vizag Seaport Private Limited - India
- Savvy Resources Ltd - HongKong
- Electricity Generating Authority of Thailand
- The State Trading Corporation of India Ltd
- Ministry of Finance - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Trasteel International SA, Italy
- Bukit Asam (Persero) Tbk - Indonesia
- Mintek Dendrill Indonesia
- GVK Power & Infra Limited - India
- Anglo American - United Kingdom
- Formosa Plastics Group - Taiwan
- Leighton Contractors Pty Ltd - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Chamber of Mines of South Africa
- Goldman Sachs - Singapore
- Economic Council, Georgia
- Global Coal Blending Company Limited - Australia
- Energy Link Ltd, New Zealand
- Samtan Co., Ltd - South Korea
- Coal and Oil Company - UAE
- LBH Netherlands Bv - Netherlands
- Interocean Group of Companies - India
- Maharashtra Electricity Regulatory Commission - India
- Edison Trading Spa - Italy
- Bulk Trading Sa - Switzerland
- McConnell Dowell - Australia
- Indonesian Coal Mining Association
- Jaiprakash Power Ventures ltd
- Agrawal Coal Company - India
- Malabar Cements Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- European Bulk Services B.V. - Netherlands
- SN Aboitiz Power Inc, Philippines
- India Bulls Power Limited - India
- Barasentosa Lestari - Indonesia
- Meralco Power Generation, Philippines
- GAC Shipping (India) Pvt Ltd
- Asmin Koalindo Tuhup - Indonesia
- Kideco Jaya Agung - Indonesia
- Posco Energy - South Korea
- Vedanta Resources Plc - India
- Kalimantan Lumbung Energi - Indonesia
- Jindal Steel & Power Ltd - India
- Indogreen Group - Indonesia
- CIMB Investment Bank - Malaysia
- Merrill Lynch Commodities Europe
- TeaM Sual Corporation - Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- SMG Consultants - Indonesia
- Kobexindo Tractors - Indoneisa
- Jorong Barutama Greston.PT - Indonesia
- Orica Mining Services - Indonesia
- Price Waterhouse Coopers - Russia
- Banpu Public Company Limited - Thailand
- Sree Jayajothi Cements Limited - India
- Aditya Birla Group - India
- Intertek Mineral Services - Indonesia
- Uttam Galva Steels Limited - India
- Altura Mining Limited, Indonesia
- Standard Chartered Bank - UAE
- Sojitz Corporation - Japan
- Sakthi Sugars Limited - India
- Timah Investasi Mineral - Indoneisa
- Coalindo Energy - Indonesia
- Heidelberg Cement - Germany
- Lanco Infratech Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ceylon Electricity Board - Sri Lanka
- Kumho Petrochemical, South Korea
- The Treasury - Australian Government
- Thai Mozambique Logistica
- Sinarmas Energy and Mining - Indonesia
- Therma Luzon, Inc, Philippines
- International Coal Ventures Pvt Ltd - India
- Ministry of Mines - Canada
- Indika Energy - Indonesia
- Bharathi Cement Corporation - India
- Manunggal Multi Energi - Indonesia
- Bukit Baiduri Energy - Indonesia
- Ambuja Cements Ltd - India
- OPG Power Generation Pvt Ltd - India
- London Commodity Brokers - England
- Xindia Steels Limited - India
- Parry Sugars Refinery, India
- Holcim Trading Pte Ltd - Singapore
- Kohat Cement Company Ltd. - Pakistan
- Mjunction Services Limited - India
- ICICI Bank Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Georgia Ports Authority, United States
- San Jose City I Power Corp, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Cigading International Bulk Terminal - Indonesia
- Siam City Cement - Thailand
- PTC India Limited - India
- Medco Energi Mining Internasional
- Borneo Indobara - Indonesia
- Chettinad Cement Corporation Ltd - India
- Romanian Commodities Exchange
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Eastern Energy - Thailand
- Independent Power Producers Association of India
- Energy Development Corp, Philippines
- Power Finance Corporation Ltd., India
- Petron Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- PNOC Exploration Corporation - Philippines
- PowerSource Philippines DevCo
- Antam Resourcindo - Indonesia
- Bukit Makmur.PT - Indonesia
- Sical Logistics Limited - India
- Bayan Resources Tbk. - Indonesia
- Miang Besar Coal Terminal - Indonesia
- AsiaOL BioFuels Corp., Philippines
- PetroVietnam Power Coal Import and Supply Company
- Central Electricity Authority - India
- Gujarat Sidhee Cement - India
- Salva Resources Pvt Ltd - India
- Videocon Industries ltd - India
- Karaikal Port Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Attock Cement Pakistan Limited
- Electricity Authority, New Zealand
- Orica Australia Pty. Ltd.
- Mercuria Energy - Indonesia
- Semirara Mining Corp, Philippines
- Oldendorff Carriers - Singapore
- Directorate Of Revenue Intelligence - India
- Sindya Power Generating Company Private Ltd
- TNB Fuel Sdn Bhd - Malaysia
- Offshore Bulk Terminal Pte Ltd, Singapore
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