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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, 17 March 20
IT IS NOW UNQUESTIONABLE THAT 2020 WILL BE A MILESTONE YEAR FOR THE OIL MARKET, AS WELL AS THE WHOLE GLOBAL ECONOMY - ALLIED
It is now unquestionable that 2020 will be a milestone year for the oil market, as well as the whole global economy. The impact from the COVID-19 o ...
Tuesday, 17 March 20
PRELIMINARY FIELD EXPERIENCES ON THE EFFECTS OF LSFO AND VLSFO ON CYLINDER CONDITION - HANS JENSEN LUBRICATORS
It is now more than two months since the 0.5% sulphur cap entered into force, which have affected the operation of more than 70,000 vessels. As ant ...
Monday, 16 March 20
ULTRAMAX: S8 INDONESIA-INDIA AND S10 INDONESIA-CHINA ROUTES BOTH POSTED GAINS OF $1,412, AND $1,289 ON THE WEEK, TO CLOSE AT $5,575, AND $6,089 RESPECTIVELY - BALTIC BRIEFING
Capesize
The Capesize market came to work on Monday, with little expectation, or confidence, that the days ahead were going to bring anything o ...
Sunday, 15 March 20
CAPTIVE COAL OUTPUT RISES 19% IN APRIL-FEBRUARY - FINANCIAL EXPRESS
Coal production from captive mines in the first eleven months of the ongoing fiscal have increased by 18.8% year-on-year (y-o-y) to 51.7 million to ...
Friday, 13 March 20
PANAMAX: SLIGHTLY STRONGER NUMBERS IN BOTH BASINS THIS WEEK - FEARNLEYS
Cape
Still very sad times for the big ships, and merit in further trading at present levels is highly debatable for most tonnage. Spot fixtures ...
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- Malabar Cements Ltd - India
- Parliament of New Zealand
- Directorate General of MIneral and Coal - Indonesia
- Global Coal Blending Company Limited - Australia
- Independent Power Producers Association of India
- Mjunction Services Limited - India
- Economic Council, Georgia
- Kalimantan Lumbung Energi - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Global Green Power PLC Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Carbofer General Trading SA - India
- White Energy Company Limited
- Semirara Mining Corp, Philippines
- Sakthi Sugars Limited - India
- Oldendorff Carriers - Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Aboitiz Power Corporation - Philippines
- Standard Chartered Bank - UAE
- Intertek Mineral Services - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Banpu Public Company Limited - Thailand
- Coastal Gujarat Power Limited - India
- Iligan Light & Power Inc, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Karaikal Port Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Tamil Nadu electricity Board
- Salva Resources Pvt Ltd - India
- Bangladesh Power Developement Board
- Orica Australia Pty. Ltd.
- India Bulls Power Limited - India
- New Zealand Coal & Carbon
- Attock Cement Pakistan Limited
- Wilmar Investment Holdings
- Bhoruka Overseas - Indonesia
- Sarangani Energy Corporation, Philippines
- Parry Sugars Refinery, India
- Altura Mining Limited, Indonesia
- Energy Development Corp, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Singapore Mercantile Exchange
- The University of Queensland
- Maharashtra Electricity Regulatory Commission - India
- Vizag Seaport Private Limited - India
- Simpson Spence & Young - Indonesia
- Globalindo Alam Lestari - Indonesia
- Africa Commodities Group - South Africa
- Romanian Commodities Exchange
- Karbindo Abesyapradhi - Indoneisa
- PowerSource Philippines DevCo
- Bulk Trading Sa - Switzerland
- Pipit Mutiara Jaya. PT, Indonesia
- Sojitz Corporation - Japan
- Thiess Contractors Indonesia
- Borneo Indobara - Indonesia
- GAC Shipping (India) Pvt Ltd
- Thai Mozambique Logistica
- Coalindo Energy - Indonesia
- Electricity Authority, New Zealand
- Bhushan Steel Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- GN Power Mariveles Coal Plant, Philippines
- Videocon Industries ltd - India
- Agrawal Coal Company - India
- Baramulti Group, Indonesia
- Gujarat Sidhee Cement - India
- GVK Power & Infra Limited - India
- Orica Mining Services - Indonesia
- Kumho Petrochemical, South Korea
- Jaiprakash Power Ventures ltd
- Port Waratah Coal Services - Australia
- Price Waterhouse Coopers - Russia
- Coal and Oil Company - UAE
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Formosa Plastics Group - Taiwan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Deloitte Consulting - India
- Heidelberg Cement - Germany
- Sinarmas Energy and Mining - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Rio Tinto Coal - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Meralco Power Generation, Philippines
- Posco Energy - South Korea
- Indian Oil Corporation Limited
- The State Trading Corporation of India Ltd
- Binh Thuan Hamico - Vietnam
- SMG Consultants - Indonesia
- Eastern Coal Council - USA
- Georgia Ports Authority, United States
- Wood Mackenzie - Singapore
- Barasentosa Lestari - Indonesia
- Bukit Makmur.PT - Indonesia
- SMC Global Power, Philippines
- International Coal Ventures Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Bukit Asam (Persero) Tbk - Indonesia
- Ministry of Mines - Canada
- Kapuas Tunggal Persada - Indonesia
- ICICI Bank Limited - India
- Savvy Resources Ltd - HongKong
- Indika Energy - Indonesia
- Australian Coal Association
- Meenaskhi Energy Private Limited - India
- Renaissance Capital - South Africa
- Indonesian Coal Mining Association
- Madhucon Powers Ltd - India
- Kobexindo Tractors - Indoneisa
- Jindal Steel & Power Ltd - India
- Essar Steel Hazira Ltd - India
- Bharathi Cement Corporation - India
- London Commodity Brokers - England
- Lanco Infratech Ltd - India
- Cement Manufacturers Association - India
- Chettinad Cement Corporation Ltd - India
- Toyota Tsusho Corporation, Japan
- Trasteel International SA, Italy
- Indian Energy Exchange, India
- AsiaOL BioFuels Corp., Philippines
- Global Business Power Corporation, Philippines
- Medco Energi Mining Internasional
- ASAPP Information Group - India
- Bhatia International Limited - India
- Kideco Jaya Agung - Indonesia
- Antam Resourcindo - Indonesia
- Interocean Group of Companies - India
- Sree Jayajothi Cements Limited - India
- Eastern Energy - Thailand
- Rashtriya Ispat Nigam Limited - India
- Mercuria Energy - Indonesia
- Riau Bara Harum - Indonesia
- Siam City Cement - Thailand
- Petron Corporation, Philippines
- Goldman Sachs - Singapore
- Ministry of Transport, Egypt
- Uttam Galva Steels Limited - India
- Sical Logistics Limited - India
- Grasim Industreis Ltd - India
- Edison Trading Spa - Italy
- San Jose City I Power Corp, Philippines
- LBH Netherlands Bv - Netherlands
- IHS Mccloskey Coal Group - USA
- Siam City Cement PLC, Thailand
- Vedanta Resources Plc - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Central Electricity Authority - India
- Makarim & Taira - Indonesia
- Minerals Council of Australia
- VISA Power Limited - India
- Larsen & Toubro Limited - India
- Mercator Lines Limited - India
- Electricity Generating Authority of Thailand
- Marubeni Corporation - India
- PTC India Limited - India
- Indogreen Group - Indonesia
- Ministry of Finance - Indonesia
- MS Steel International - UAE
- Krishnapatnam Port Company Ltd. - India
- Bayan Resources Tbk. - Indonesia
- Australian Commodity Traders Exchange
- Asmin Koalindo Tuhup - Indonesia
- Kaltim Prima Coal - Indonesia
- Bukit Baiduri Energy - Indonesia
- Ambuja Cements Ltd - India
- CNBM International Corporation - China
- Planning Commission, India
- McConnell Dowell - Australia
- Therma Luzon, Inc, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Star Paper Mills Limited - India
- PNOC Exploration Corporation - Philippines
- Dalmia Cement Bharat India
- Sindya Power Generating Company Private Ltd
- Ceylon Electricity Board - Sri Lanka
- European Bulk Services B.V. - Netherlands
- Commonwealth Bank - Australia
- Metalloyd Limited - United Kingdom
- Miang Besar Coal Terminal - Indonesia
- Indo Tambangraya Megah - Indonesia
- Chamber of Mines of South Africa
- CIMB Investment Bank - Malaysia
- Latin American Coal - Colombia
- Jorong Barutama Greston.PT - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Xindia Steels Limited - India
- Kartika Selabumi Mining - Indonesia
- Mintek Dendrill Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Energy Link Ltd, New Zealand
- South Luzon Thermal Energy Corporation
- Cigading International Bulk Terminal - Indonesia
- OPG Power Generation Pvt Ltd - India
- Central Java Power - Indonesia
- TeaM Sual Corporation - Philippines
- Merrill Lynch Commodities Europe
- Manunggal Multi Energi - Indonesia
- Directorate Of Revenue Intelligence - India
- The Treasury - Australian Government
- IEA Clean Coal Centre - UK
- Pendopo Energi Batubara - Indonesia
- GMR Energy Limited - India
- Tata Chemicals Ltd - India
- SN Aboitiz Power Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- Aditya Birla Group - India
- Kohat Cement Company Ltd. - Pakistan
- Power Finance Corporation Ltd., India
- Holcim Trading Pte Ltd - Singapore
- Anglo American - United Kingdom
- Kepco SPC Power Corporation, Philippines
- Ind-Barath Power Infra Limited - India
- Samtan Co., Ltd - South Korea
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