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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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Wednesday, 11 March 20
SHIPPING MARKET INSIGHT - INTERMODAL
On the 4th of September the Baltic Dry Index marked its highest level for 2019, reaching 2,518 points, while the rest of the dry indices also recor ...
Tuesday, 10 March 20
SHIPPING MARKET ANALYSIS
It might be already overstated, but it seems to be important to point out once again how peculiar the current circumstances are.
Before the st ...
Tuesday, 10 March 20
EIA FORECASTS U.S ELECTRIC POWER SECTOR DEMAND FOR COAL WILL FALL BY 81 MMST (15%) IN 2020
EIA forecasts that U.S. coal production will total 595 million short tons (MMst) in 2020, down 95 MMst (14%) from 2019. According to EIA's Shor ...
Tuesday, 10 March 20
CORONAVIRUS: DEMAND DOWNGRADES FOR BULK COMMODITIES - WOOD MACKENZIE
The coronavirus outbreak is a rapidly evolving news story – and a real wildcard for bulks demand. Our global experts are monitoring the impac ...
Tuesday, 10 March 20
CHINA'S COAL-RICH PROVINCE ENSURES ENERGY SUPPLY AMID EPIDEMIC - XINHUA
China’s coal-rich province of Shanxi has seen more than 500 coal mines resume production in February, which ensured energy supply amid the ou ...
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- Grasim Industreis Ltd - India
- OPG Power Generation Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Indika Energy - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Altura Mining Limited, Indonesia
- LBH Netherlands Bv - Netherlands
- Global Business Power Corporation, Philippines
- Romanian Commodities Exchange
- Kalimantan Lumbung Energi - Indonesia
- Sree Jayajothi Cements Limited - India
- Straits Asia Resources Limited - Singapore
- Orica Mining Services - Indonesia
- Goldman Sachs - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- IHS Mccloskey Coal Group - USA
- TNB Fuel Sdn Bhd - Malaysia
- Agrawal Coal Company - India
- GVK Power & Infra Limited - India
- MS Steel International - UAE
- Mercator Lines Limited - India
- Uttam Galva Steels Limited - India
- Binh Thuan Hamico - Vietnam
- Iligan Light & Power Inc, Philippines
- Ind-Barath Power Infra Limited - India
- Tamil Nadu electricity Board
- Maharashtra Electricity Regulatory Commission - India
- New Zealand Coal & Carbon
- Holcim Trading Pte Ltd - Singapore
- VISA Power Limited - India
- Minerals Council of Australia
- Bangladesh Power Developement Board
- Electricity Authority, New Zealand
- Gujarat Sidhee Cement - India
- PNOC Exploration Corporation - Philippines
- Medco Energi Mining Internasional
- Leighton Contractors Pty Ltd - Australia
- Ministry of Finance - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Georgia Ports Authority, United States
- Bulk Trading Sa - Switzerland
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Manunggal Multi Energi - Indonesia
- Central Java Power - Indonesia
- Bukit Baiduri Energy - Indonesia
- Timah Investasi Mineral - Indoneisa
- Malabar Cements Ltd - India
- Star Paper Mills Limited - India
- Planning Commission, India
- Central Electricity Authority - India
- Carbofer General Trading SA - India
- Borneo Indobara - Indonesia
- Banpu Public Company Limited - Thailand
- Petron Corporation, Philippines
- Xindia Steels Limited - India
- Thai Mozambique Logistica
- Oldendorff Carriers - Singapore
- Ambuja Cements Ltd - India
- Australian Coal Association
- Mintek Dendrill Indonesia
- Jaiprakash Power Ventures ltd
- The Treasury - Australian Government
- Madhucon Powers Ltd - India
- Deloitte Consulting - India
- Kapuas Tunggal Persada - Indonesia
- Jindal Steel & Power Ltd - India
- White Energy Company Limited
- Antam Resourcindo - Indonesia
- Coal and Oil Company - UAE
- TeaM Sual Corporation - Philippines
- Posco Energy - South Korea
- Coalindo Energy - Indonesia
- India Bulls Power Limited - India
- Sical Logistics Limited - India
- The State Trading Corporation of India Ltd
- Ministry of Mines - Canada
- Interocean Group of Companies - India
- Ceylon Electricity Board - Sri Lanka
- Edison Trading Spa - Italy
- Rio Tinto Coal - Australia
- Bayan Resources Tbk. - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Trasteel International SA, Italy
- Makarim & Taira - Indonesia
- Therma Luzon, Inc, Philippines
- Simpson Spence & Young - Indonesia
- Larsen & Toubro Limited - India
- ICICI Bank Limited - India
- Globalindo Alam Lestari - Indonesia
- GAC Shipping (India) Pvt Ltd
- Asmin Koalindo Tuhup - Indonesia
- Indonesian Coal Mining Association
- Bhushan Steel Limited - India
- Krishnapatnam Port Company Ltd. - India
- Cigading International Bulk Terminal - Indonesia
- Renaissance Capital - South Africa
- Siam City Cement - Thailand
- Aboitiz Power Corporation - Philippines
- Chamber of Mines of South Africa
- Cement Manufacturers Association - India
- Siam City Cement PLC, Thailand
- Marubeni Corporation - India
- Bukit Makmur.PT - Indonesia
- Wilmar Investment Holdings
- Australian Commodity Traders Exchange
- Barasentosa Lestari - Indonesia
- European Bulk Services B.V. - Netherlands
- Metalloyd Limited - United Kingdom
- Orica Australia Pty. Ltd.
- Directorate General of MIneral and Coal - Indonesia
- Salva Resources Pvt Ltd - India
- Energy Link Ltd, New Zealand
- Mjunction Services Limited - India
- Economic Council, Georgia
- Samtan Co., Ltd - South Korea
- Billiton Holdings Pty Ltd - Australia
- SN Aboitiz Power Inc, Philippines
- Maheswari Brothers Coal Limited - India
- Formosa Plastics Group - Taiwan
- PTC India Limited - India
- The University of Queensland
- Bhoruka Overseas - Indonesia
- Kaltim Prima Coal - Indonesia
- Kartika Selabumi Mining - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- CNBM International Corporation - China
- Dalmia Cement Bharat India
- Tata Chemicals Ltd - India
- McConnell Dowell - Australia
- Semirara Mining and Power Corporation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Lanco Infratech Ltd - India
- Indo Tambangraya Megah - Indonesia
- Energy Development Corp, Philippines
- Toyota Tsusho Corporation, Japan
- Kideco Jaya Agung - Indonesia
- South Luzon Thermal Energy Corporation
- Semirara Mining Corp, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Indian Energy Exchange, India
- Thiess Contractors Indonesia
- Videocon Industries ltd - India
- Pendopo Energi Batubara - Indonesia
- London Commodity Brokers - England
- IEA Clean Coal Centre - UK
- CIMB Investment Bank - Malaysia
- Vijayanagar Sugar Pvt Ltd - India
- Eastern Energy - Thailand
- Miang Besar Coal Terminal - Indonesia
- Wood Mackenzie - Singapore
- ASAPP Information Group - India
- International Coal Ventures Pvt Ltd - India
- Heidelberg Cement - Germany
- Sarangani Energy Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- Indogreen Group - Indonesia
- Meenaskhi Energy Private Limited - India
- Bhatia International Limited - India
- Attock Cement Pakistan Limited
- Chettinad Cement Corporation Ltd - India
- Sindya Power Generating Company Private Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Vizag Seaport Private Limited - India
- Africa Commodities Group - South Africa
- Baramulti Group, Indonesia
- Merrill Lynch Commodities Europe
- PowerSource Philippines DevCo
- Coastal Gujarat Power Limited - India
- SMG Consultants - Indonesia
- Karaikal Port Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Price Waterhouse Coopers - Russia
- Pipit Mutiara Jaya. PT, Indonesia
- Electricity Generating Authority of Thailand
- Essar Steel Hazira Ltd - India
- Power Finance Corporation Ltd., India
- Alfred C Toepfer International GmbH - Germany
- GMR Energy Limited - India
- Latin American Coal - Colombia
- Parliament of New Zealand
- Aditya Birla Group - India
- Gujarat Mineral Development Corp Ltd - India
- Port Waratah Coal Services - Australia
- Sojitz Corporation - Japan
- Kumho Petrochemical, South Korea
- Kepco SPC Power Corporation, Philippines
- Independent Power Producers Association of India
- Bahari Cakrawala Sebuku - Indonesia
- Riau Bara Harum - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Kobexindo Tractors - Indoneisa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ministry of Transport, Egypt
- PetroVietnam Power Coal Import and Supply Company
- Indian Oil Corporation Limited
- Parry Sugars Refinery, India
- Intertek Mineral Services - Indonesia
- Commonwealth Bank - Australia
- Anglo American - United Kingdom
- Directorate Of Revenue Intelligence - India
- Singapore Mercantile Exchange
- Standard Chartered Bank - UAE
- Bharathi Cement Corporation - India
- Eastern Coal Council - USA
- Vedanta Resources Plc - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Meralco Power Generation, Philippines
- SMC Global Power, Philippines
- Sakthi Sugars Limited - India
- Mercuria Energy - Indonesia
- Savvy Resources Ltd - HongKong
- Sinarmas Energy and Mining - Indonesia
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