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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, 05 March 20
INDONESIA'S BUKIT ASAM 2019 OUTPUT RISES 10.2% Y/Y - REUTERS
PT Bukit Asam, Indonesia’s state-owned coal miner, said on Wednesday its output in 2019 rose 10.2% to 29.1 million tonnes.
Coa ...
Thursday, 05 March 20
SEEING REMOTELY - IN SAFETY: BUREAU VERITAS PERFORMS FIRST SURVEY BY DRONE - BUREAU VERITAS
Bureau Veritas Marine & Offshore (BV), a world leader in testing, inspection and certification (TIC) services has completed its first survey by ...
Wednesday, 04 March 20
AN EPIDEMIC OF UNCERTAINTY - THE CORONAVIRUS AND FORCE MAJEURE - WFW
KNOWLEDGE TO ELEVATE
Do the effects of the coronavirus give rise to legitimate force majeure claims in connection with shipbuilding contracts ...
Wednesday, 04 March 20
CHINA IMPORTED 76.8 MLN TONNES OF CRUDE OIL FOR JANUARY & FEBRUARY 2020; UP 3.4% YOY - REFINITIV | BC
The COVID-19 crisis has been gripping China already for almost two months now. It’s having a huge negative impact on the economy, and this is ...
Wednesday, 04 March 20
MARKET INSIGHT - INTERMODAL
As it was expected, the whole world has been focusing on the spread of the Coronavirus, with the fast outbreak being primarily a massive humanitari ...
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- Siam City Cement - Thailand
- Merrill Lynch Commodities Europe
- Jaiprakash Power Ventures ltd
- Sical Logistics Limited - India
- Madhucon Powers Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Mjunction Services Limited - India
- PNOC Exploration Corporation - Philippines
- Intertek Mineral Services - Indonesia
- Indian Oil Corporation Limited
- ICICI Bank Limited - India
- Edison Trading Spa - Italy
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bukit Baiduri Energy - Indonesia
- Orica Mining Services - Indonesia
- Simpson Spence & Young - Indonesia
- Ambuja Cements Ltd - India
- Lanco Infratech Ltd - India
- Electricity Authority, New Zealand
- Star Paper Mills Limited - India
- Gujarat Electricity Regulatory Commission - India
- Vijayanagar Sugar Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- Bangladesh Power Developement Board
- Sinarmas Energy and Mining - Indonesia
- SN Aboitiz Power Inc, Philippines
- Eastern Energy - Thailand
- Global Business Power Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- The Treasury - Australian Government
- South Luzon Thermal Energy Corporation
- Parry Sugars Refinery, India
- VISA Power Limited - India
- Chettinad Cement Corporation Ltd - India
- Central Electricity Authority - India
- Bukit Asam (Persero) Tbk - Indonesia
- SMC Global Power, Philippines
- Vedanta Resources Plc - India
- Minerals Council of Australia
- Bayan Resources Tbk. - Indonesia
- Thiess Contractors Indonesia
- OPG Power Generation Pvt Ltd - India
- Coal and Oil Company - UAE
- Bukit Makmur.PT - Indonesia
- Aditya Birla Group - India
- Coastal Gujarat Power Limited - India
- Orica Australia Pty. Ltd.
- Parliament of New Zealand
- Semirara Mining Corp, Philippines
- Romanian Commodities Exchange
- Asmin Koalindo Tuhup - Indonesia
- Kobexindo Tractors - Indoneisa
- Latin American Coal - Colombia
- Oldendorff Carriers - Singapore
- Toyota Tsusho Corporation, Japan
- Kartika Selabumi Mining - Indonesia
- Anglo American - United Kingdom
- Makarim & Taira - Indonesia
- Iligan Light & Power Inc, Philippines
- Tamil Nadu electricity Board
- Kumho Petrochemical, South Korea
- Karaikal Port Pvt Ltd - India
- Trasteel International SA, Italy
- Medco Energi Mining Internasional
- Standard Chartered Bank - UAE
- Cement Manufacturers Association - India
- Metalloyd Limited - United Kingdom
- Sree Jayajothi Cements Limited - India
- GAC Shipping (India) Pvt Ltd
- Thai Mozambique Logistica
- Jindal Steel & Power Ltd - India
- Deloitte Consulting - India
- MS Steel International - UAE
- AsiaOL BioFuels Corp., Philippines
- Kalimantan Lumbung Energi - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Salva Resources Pvt Ltd - India
- SMG Consultants - Indonesia
- Videocon Industries ltd - India
- Independent Power Producers Association of India
- Tata Chemicals Ltd - India
- Heidelberg Cement - Germany
- Coalindo Energy - Indonesia
- Dalmia Cement Bharat India
- Siam City Cement PLC, Thailand
- Gujarat Sidhee Cement - India
- Antam Resourcindo - Indonesia
- Bharathi Cement Corporation - India
- Meralco Power Generation, Philippines
- Price Waterhouse Coopers - Russia
- Indian Energy Exchange, India
- ASAPP Information Group - India
- Bhushan Steel Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Neyveli Lignite Corporation Ltd, - India
- Ministry of Transport, Egypt
- LBH Netherlands Bv - Netherlands
- Indogreen Group - Indonesia
- Directorate Of Revenue Intelligence - India
- Miang Besar Coal Terminal - Indonesia
- Timah Investasi Mineral - Indoneisa
- Malabar Cements Ltd - India
- McConnell Dowell - Australia
- Sojitz Corporation - Japan
- Africa Commodities Group - South Africa
- The University of Queensland
- Kapuas Tunggal Persada - Indonesia
- Chamber of Mines of South Africa
- Baramulti Group, Indonesia
- London Commodity Brokers - England
- The State Trading Corporation of India Ltd
- Aboitiz Power Corporation - Philippines
- Grasim Industreis Ltd - India
- Borneo Indobara - Indonesia
- New Zealand Coal & Carbon
- Uttam Galva Steels Limited - India
- Goldman Sachs - Singapore
- Mercuria Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Altura Mining Limited, Indonesia
- Indika Energy - Indonesia
- Sindya Power Generating Company Private Ltd
- Straits Asia Resources Limited - Singapore
- Wilmar Investment Holdings
- Pendopo Energi Batubara - Indonesia
- Krishnapatnam Port Company Ltd. - India
- White Energy Company Limited
- Samtan Co., Ltd - South Korea
- Essar Steel Hazira Ltd - India
- Indonesian Coal Mining Association
- Bhatia International Limited - India
- Interocean Group of Companies - India
- Sakthi Sugars Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Maheswari Brothers Coal Limited - India
- PowerSource Philippines DevCo
- Holcim Trading Pte Ltd - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Directorate General of MIneral and Coal - Indonesia
- Binh Thuan Hamico - Vietnam
- India Bulls Power Limited - India
- Australian Coal Association
- GMR Energy Limited - India
- Australian Commodity Traders Exchange
- TNB Fuel Sdn Bhd - Malaysia
- San Jose City I Power Corp, Philippines
- Global Coal Blending Company Limited - Australia
- Kaltim Prima Coal - Indonesia
- Agrawal Coal Company - India
- Central Java Power - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- GVK Power & Infra Limited - India
- Port Waratah Coal Services - Australia
- Savvy Resources Ltd - HongKong
- Barasentosa Lestari - Indonesia
- Posco Energy - South Korea
- Jorong Barutama Greston.PT - Indonesia
- Xindia Steels Limited - India
- Renaissance Capital - South Africa
- Larsen & Toubro Limited - India
- Singapore Mercantile Exchange
- Ministry of Finance - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Energy Development Corp, Philippines
- Commonwealth Bank - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Economic Council, Georgia
- Marubeni Corporation - India
- Planning Commission, India
- TeaM Sual Corporation - Philippines
- IEA Clean Coal Centre - UK
- Mintek Dendrill Indonesia
- Banpu Public Company Limited - Thailand
- Bulk Trading Sa - Switzerland
- Vizag Seaport Private Limited - India
- Energy Link Ltd, New Zealand
- Riau Bara Harum - Indonesia
- Electricity Generating Authority of Thailand
- Carbofer General Trading SA - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Therma Luzon, Inc, Philippines
- International Coal Ventures Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Eastern Coal Council - USA
- Ind-Barath Power Infra Limited - India
- Bhoruka Overseas - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- IHS Mccloskey Coal Group - USA
- Power Finance Corporation Ltd., India
- Ministry of Mines - Canada
- PetroVietnam Power Coal Import and Supply Company
- Formosa Plastics Group - Taiwan
- Attock Cement Pakistan Limited
- Mercator Lines Limited - India
- Rio Tinto Coal - Australia
- Globalindo Alam Lestari - Indonesia
- Wood Mackenzie - Singapore
- Cigading International Bulk Terminal - Indonesia
- PTC India Limited - India
- Georgia Ports Authority, United States
- Manunggal Multi Energi - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Global Green Power PLC Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Meenaskhi Energy Private Limited - India
- Petron Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- CNBM International Corporation - China
- Ceylon Electricity Board - Sri Lanka
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Kideco Jaya Agung - Indonesia
- CIMB Investment Bank - Malaysia
- Billiton Holdings Pty Ltd - Australia
- Gujarat Mineral Development Corp Ltd - India
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