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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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Sunday, 23 February 20
SHIPPING INDUSTRY FACES $370 MILLION HIT FROM NEW PANAMA CANAL CHARGE - REUTERS
A new “freshwater” charge that came in this month to help the Panama Canal cope with climate change will cost the shipping industry up ...
Sunday, 23 February 20
A 57,000DWT SHIP FIXING DELIVERY SOUTH KALIMANTAN TRIP, REDELIVERY CJK, AT $7,600 - BALTIC BRIEFING
Capesize
The Capesize market found little to cheer about this week as it again endured remarkable lows. The Atlantic continued to improve, with ...
Saturday, 22 February 20
THE SURPRISING MOVE IN MARINE FUEL SPREADS - ING
Middle distillates tank
One of the biggest surprises since the implementation of new International Maritime Organization (IMO) sulphur regulati ...
Friday, 21 February 20
CAPE: AVERAGE NOMINAL DAILY EARNINGS STILL ADMITTEDLY UNCHANGED W-O-W AT BELOW US$3000 - FEARNLEYS
CAPE
The worst may just about be over for the big ships. Average nominal daily earnings still admittedly unchanged w-o-w at below US$3k, but sent ...
Friday, 21 February 20
INDIA: POTENTIAL INVESTORS SEEK MORE CLARITY ON COMMERCIAL COAL MINING NORMS - FINANCIAL EXPRESS
Potential private investors have sought more clarity on the pricing mechanism proposed for the much-anticipated auction for commercial coal mining. ...
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- Jorong Barutama Greston.PT - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Gujarat Sidhee Cement - India
- Petron Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- GAC Shipping (India) Pvt Ltd
- Gujarat Mineral Development Corp Ltd - India
- Essar Steel Hazira Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- South Luzon Thermal Energy Corporation
- Medco Energi Mining Internasional
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kobexindo Tractors - Indoneisa
- Alfred C Toepfer International GmbH - Germany
- Uttam Galva Steels Limited - India
- Sojitz Corporation - Japan
- Tata Chemicals Ltd - India
- Mjunction Services Limited - India
- SMG Consultants - Indonesia
- Orica Mining Services - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- CNBM International Corporation - China
- Central Java Power - Indonesia
- Interocean Group of Companies - India
- PetroVietnam Power Coal Import and Supply Company
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Indian Energy Exchange, India
- Directorate Of Revenue Intelligence - India
- Standard Chartered Bank - UAE
- Straits Asia Resources Limited - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Kartika Selabumi Mining - Indonesia
- Siam City Cement PLC, Thailand
- AsiaOL BioFuels Corp., Philippines
- PNOC Exploration Corporation - Philippines
- India Bulls Power Limited - India
- Malabar Cements Ltd - India
- Eastern Coal Council - USA
- Coastal Gujarat Power Limited - India
- Energy Link Ltd, New Zealand
- Savvy Resources Ltd - HongKong
- Ambuja Cements Ltd - India
- Georgia Ports Authority, United States
- Asmin Koalindo Tuhup - Indonesia
- New Zealand Coal & Carbon
- The State Trading Corporation of India Ltd
- Vijayanagar Sugar Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Sree Jayajothi Cements Limited - India
- Aditya Birla Group - India
- Indika Energy - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Bayan Resources Tbk. - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Merrill Lynch Commodities Europe
- White Energy Company Limited
- TeaM Sual Corporation - Philippines
- Electricity Authority, New Zealand
- GN Power Mariveles Coal Plant, Philippines
- Pendopo Energi Batubara - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- San Jose City I Power Corp, Philippines
- Thai Mozambique Logistica
- Sakthi Sugars Limited - India
- Indogreen Group - Indonesia
- Bhoruka Overseas - Indonesia
- Bulk Trading Sa - Switzerland
- Agrawal Coal Company - India
- Oldendorff Carriers - Singapore
- Formosa Plastics Group - Taiwan
- PowerSource Philippines DevCo
- Edison Trading Spa - Italy
- Timah Investasi Mineral - Indoneisa
- Price Waterhouse Coopers - Russia
- Coal and Oil Company - UAE
- Kaltim Prima Coal - Indonesia
- Coalindo Energy - Indonesia
- Toyota Tsusho Corporation, Japan
- Bukit Makmur.PT - Indonesia
- Binh Thuan Hamico - Vietnam
- Minerals Council of Australia
- Semirara Mining Corp, Philippines
- Goldman Sachs - Singapore
- Marubeni Corporation - India
- Central Electricity Authority - India
- Eastern Energy - Thailand
- Commonwealth Bank - Australia
- Mintek Dendrill Indonesia
- Antam Resourcindo - Indonesia
- Kideco Jaya Agung - Indonesia
- GMR Energy Limited - India
- Jindal Steel & Power Ltd - India
- IHS Mccloskey Coal Group - USA
- Ministry of Mines - Canada
- Bhatia International Limited - India
- Thiess Contractors Indonesia
- Grasim Industreis Ltd - India
- Attock Cement Pakistan Limited
- European Bulk Services B.V. - Netherlands
- Chamber of Mines of South Africa
- London Commodity Brokers - England
- Indonesian Coal Mining Association
- Economic Council, Georgia
- Anglo American - United Kingdom
- Videocon Industries ltd - India
- LBH Netherlands Bv - Netherlands
- Baramulti Group, Indonesia
- Madhucon Powers Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sinarmas Energy and Mining - Indonesia
- Simpson Spence & Young - Indonesia
- Deloitte Consulting - India
- Bukit Asam (Persero) Tbk - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Siam City Cement - Thailand
- Bhushan Steel Limited - India
- Banpu Public Company Limited - Thailand
- Australian Commodity Traders Exchange
- PTC India Limited - India
- SMC Global Power, Philippines
- Iligan Light & Power Inc, Philippines
- Star Paper Mills Limited - India
- Carbofer General Trading SA - India
- Aboitiz Power Corporation - Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Global Business Power Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- The University of Queensland
- Meenaskhi Energy Private Limited - India
- ASAPP Information Group - India
- Posco Energy - South Korea
- Vizag Seaport Private Limited - India
- McConnell Dowell - Australia
- Billiton Holdings Pty Ltd - Australia
- Rio Tinto Coal - Australia
- Wood Mackenzie - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Kepco SPC Power Corporation, Philippines
- Indian Oil Corporation Limited
- Heidelberg Cement - Germany
- VISA Power Limited - India
- Altura Mining Limited, Indonesia
- Kumho Petrochemical, South Korea
- Maharashtra Electricity Regulatory Commission - India
- Singapore Mercantile Exchange
- Australian Coal Association
- Cement Manufacturers Association - India
- Global Coal Blending Company Limited - Australia
- Chettinad Cement Corporation Ltd - India
- Tamil Nadu electricity Board
- Mercuria Energy - Indonesia
- Independent Power Producers Association of India
- Semirara Mining and Power Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Parry Sugars Refinery, India
- Global Green Power PLC Corporation, Philippines
- Energy Development Corp, Philippines
- International Coal Ventures Pvt Ltd - India
- Electricity Generating Authority of Thailand
- MS Steel International - UAE
- Wilmar Investment Holdings
- Intertek Mineral Services - Indonesia
- Karaikal Port Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Planning Commission, India
- Orica Australia Pty. Ltd.
- Salva Resources Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- OPG Power Generation Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Bukit Baiduri Energy - Indonesia
- Parliament of New Zealand
- Sindya Power Generating Company Private Ltd
- Miang Besar Coal Terminal - Indonesia
- Port Waratah Coal Services - Australia
- Sical Logistics Limited - India
- Samtan Co., Ltd - South Korea
- Riau Bara Harum - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- CIMB Investment Bank - Malaysia
- The Treasury - Australian Government
- Larsen & Toubro Limited - India
- Metalloyd Limited - United Kingdom
- Krishnapatnam Port Company Ltd. - India
- Ministry of Transport, Egypt
- GVK Power & Infra Limited - India
- Renaissance Capital - South Africa
- Therma Luzon, Inc, Philippines
- Maheswari Brothers Coal Limited - India
- Africa Commodities Group - South Africa
- Xindia Steels Limited - India
- Lanco Infratech Ltd - India
- Ceylon Electricity Board - Sri Lanka
- IEA Clean Coal Centre - UK
- Globalindo Alam Lestari - Indonesia
- Ind-Barath Power Infra Limited - India
- Meralco Power Generation, Philippines
- Latin American Coal - Colombia
- Ministry of Finance - Indonesia
- Trasteel International SA, Italy
- ICICI Bank Limited - India
- Jaiprakash Power Ventures ltd
- Power Finance Corporation Ltd., India
- Borneo Indobara - Indonesia
- Vedanta Resources Plc - India
- Dalmia Cement Bharat India
- Bangladesh Power Developement Board
- Romanian Commodities Exchange
- Bharathi Cement Corporation - India
- Makarim & Taira - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Mercator Lines Limited - India
- Barasentosa Lestari - Indonesia
- Manunggal Multi Energi - Indonesia
- Kapuas Tunggal Persada - Indonesia
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