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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, 06 March 20
SOLID BACKING FOR LNG AS A MARINE FUEL - BALTIC EXCHANGE
When it comes to choosing the best fuel on the near horizon to help the international shipping industry shrink its carbon intensity by 2050, DNV GL ...
Friday, 06 March 20
INDONESIA COAL PRICE REFERENCE UP AGAIN THIS MONTH
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised up the benchmark price of Indonesian thermal co ...
Thursday, 05 March 20
PANAMAX: SHIP-OWNERS HAVE MOSTLY BEEN GETTING HIGHER RATES THAN THE LAST DONE - FEARNLEYS
Cape
There is still limited amount of positive news around, with the effects of Corona virus hurting world economy. However, overall average in ...
Thursday, 05 March 20
COAL IMPORTS DOWN IN MAJOR ASIAN MARKETS, AND CORONAVIRUS NOT THE DRIVING FORCE - CLYDE RUSSELL
Asia’s seaborne coal markets stumbled in February and it appears the coronavirus outbreak in China may dodge most of the blame, with the weak ...
Thursday, 05 March 20
SEABORNE COAL'S STRUGGLES IN ASIA ARE MORE THAN JUST CHINA CORONAVIRUS - REUTERS
Asia’s seaborne coal markets stumbled in February and it appears the coronavirus outbreak in China may dodge most of the blame, with the weak ...
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- Star Paper Mills Limited - India
- Bulk Trading Sa - Switzerland
- Eastern Energy - Thailand
- Billiton Holdings Pty Ltd - Australia
- Kaltim Prima Coal - Indonesia
- ICICI Bank Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Energy Development Corp, Philippines
- Iligan Light & Power Inc, Philippines
- PNOC Exploration Corporation - Philippines
- Semirara Mining and Power Corporation, Philippines
- Uttam Galva Steels Limited - India
- Central Java Power - Indonesia
- Romanian Commodities Exchange
- Bahari Cakrawala Sebuku - Indonesia
- SMG Consultants - Indonesia
- Kepco SPC Power Corporation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Cement Manufacturers Association - India
- Jindal Steel & Power Ltd - India
- Standard Chartered Bank - UAE
- Sakthi Sugars Limited - India
- GVK Power & Infra Limited - India
- Binh Thuan Hamico - Vietnam
- Trasteel International SA, Italy
- Cigading International Bulk Terminal - Indonesia
- Goldman Sachs - Singapore
- Miang Besar Coal Terminal - Indonesia
- International Coal Ventures Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Madhucon Powers Ltd - India
- Marubeni Corporation - India
- Indo Tambangraya Megah - Indonesia
- Petron Corporation, Philippines
- Eastern Coal Council - USA
- Minerals Council of Australia
- Orica Australia Pty. Ltd.
- Bhoruka Overseas - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Global Coal Blending Company Limited - Australia
- Interocean Group of Companies - India
- Parry Sugars Refinery, India
- Aditya Birla Group - India
- San Jose City I Power Corp, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Singapore Mercantile Exchange
- Petrochimia International Co. Ltd.- Taiwan
- CIMB Investment Bank - Malaysia
- Wilmar Investment Holdings
- Kalimantan Lumbung Energi - Indonesia
- Bukit Makmur.PT - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Manunggal Multi Energi - Indonesia
- Central Electricity Authority - India
- Attock Cement Pakistan Limited
- Energy Link Ltd, New Zealand
- Essar Steel Hazira Ltd - India
- Lanco Infratech Ltd - India
- VISA Power Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Mercator Lines Limited - India
- Meralco Power Generation, Philippines
- Ministry of Finance - Indonesia
- Coal and Oil Company - UAE
- Leighton Contractors Pty Ltd - Australia
- Toyota Tsusho Corporation, Japan
- Global Green Power PLC Corporation, Philippines
- Ministry of Mines - Canada
- Economic Council, Georgia
- Banpu Public Company Limited - Thailand
- Planning Commission, India
- PowerSource Philippines DevCo
- CNBM International Corporation - China
- Kumho Petrochemical, South Korea
- Vedanta Resources Plc - India
- Kapuas Tunggal Persada - Indonesia
- Intertek Mineral Services - Indonesia
- Ceylon Electricity Board - Sri Lanka
- McConnell Dowell - Australia
- Tata Chemicals Ltd - India
- Commonwealth Bank - Australia
- Renaissance Capital - South Africa
- Xindia Steels Limited - India
- Borneo Indobara - Indonesia
- Aboitiz Power Corporation - Philippines
- Krishnapatnam Port Company Ltd. - India
- Ind-Barath Power Infra Limited - India
- PTC India Limited - India
- Vizag Seaport Private Limited - India
- Baramulti Group, Indonesia
- Power Finance Corporation Ltd., India
- Metalloyd Limited - United Kingdom
- Bangladesh Power Developement Board
- Deloitte Consulting - India
- Sojitz Corporation - Japan
- Ambuja Cements Ltd - India
- Chettinad Cement Corporation Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- GMR Energy Limited - India
- Maharashtra Electricity Regulatory Commission - India
- AsiaOL BioFuels Corp., Philippines
- Vijayanagar Sugar Pvt Ltd - India
- The Treasury - Australian Government
- Kobexindo Tractors - Indoneisa
- Barasentosa Lestari - Indonesia
- Bhushan Steel Limited - India
- Sinarmas Energy and Mining - Indonesia
- Edison Trading Spa - Italy
- London Commodity Brokers - England
- Indonesian Coal Mining Association
- Orica Mining Services - Indonesia
- MS Steel International - UAE
- Thai Mozambique Logistica
- Posco Energy - South Korea
- India Bulls Power Limited - India
- South Luzon Thermal Energy Corporation
- Merrill Lynch Commodities Europe
- GAC Shipping (India) Pvt Ltd
- Heidelberg Cement - Germany
- Chamber of Mines of South Africa
- Bayan Resources Tbk. - Indonesia
- Dalmia Cement Bharat India
- Mjunction Services Limited - India
- Riau Bara Harum - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ministry of Transport, Egypt
- OPG Power Generation Pvt Ltd - India
- Agrawal Coal Company - India
- Indian Energy Exchange, India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Simpson Spence & Young - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- IEA Clean Coal Centre - UK
- Salva Resources Pvt Ltd - India
- Coastal Gujarat Power Limited - India
- Price Waterhouse Coopers - Russia
- Gujarat Sidhee Cement - India
- Coalindo Energy - Indonesia
- Videocon Industries ltd - India
- Carbofer General Trading SA - India
- European Bulk Services B.V. - Netherlands
- Pendopo Energi Batubara - Indonesia
- LBH Netherlands Bv - Netherlands
- Globalindo Alam Lestari - Indonesia
- Sree Jayajothi Cements Limited - India
- Samtan Co., Ltd - South Korea
- PetroVietnam Power Coal Import and Supply Company
- Larsen & Toubro Limited - India
- Grasim Industreis Ltd - India
- Kideco Jaya Agung - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Global Business Power Corporation, Philippines
- SMC Global Power, Philippines
- Anglo American - United Kingdom
- Sindya Power Generating Company Private Ltd
- Karaikal Port Pvt Ltd - India
- Rio Tinto Coal - Australia
- GN Power Mariveles Coal Plant, Philippines
- The State Trading Corporation of India Ltd
- Tamil Nadu electricity Board
- Directorate General of MIneral and Coal - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Maheswari Brothers Coal Limited - India
- Siam City Cement PLC, Thailand
- Savvy Resources Ltd - HongKong
- Mintek Dendrill Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Siam City Cement - Thailand
- Indian Oil Corporation Limited
- Bukit Baiduri Energy - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Electricity Authority, New Zealand
- Straits Asia Resources Limited - Singapore
- Bhatia International Limited - India
- IHS Mccloskey Coal Group - USA
- Thiess Contractors Indonesia
- Africa Commodities Group - South Africa
- Altura Mining Limited, Indonesia
- Makarim & Taira - Indonesia
- The University of Queensland
- Medco Energi Mining Internasional
- Kartika Selabumi Mining - Indonesia
- Formosa Plastics Group - Taiwan
- Directorate Of Revenue Intelligence - India
- Wood Mackenzie - Singapore
- Georgia Ports Authority, United States
- Mercuria Energy - Indonesia
- Therma Luzon, Inc, Philippines
- SN Aboitiz Power Inc, Philippines
- Indogreen Group - Indonesia
- Sarangani Energy Corporation, Philippines
- Independent Power Producers Association of India
- Jaiprakash Power Ventures ltd
- Timah Investasi Mineral - Indoneisa
- Antam Resourcindo - Indonesia
- Oldendorff Carriers - Singapore
- Holcim Trading Pte Ltd - Singapore
- Semirara Mining Corp, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Parliament of New Zealand
- Port Waratah Coal Services - Australia
- New Zealand Coal & Carbon
- Malabar Cements Ltd - India
- Meenaskhi Energy Private Limited - India
- Bharathi Cement Corporation - India
- Australian Commodity Traders Exchange
- Electricity Generating Authority of Thailand
- Indika Energy - Indonesia
- TeaM Sual Corporation - Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- White Energy Company Limited
- Australian Coal Association
- Latin American Coal - Colombia
- ASAPP Information Group - India
- Sical Logistics Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
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