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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, 12 February 20
MARKET INSIGHT - INTERMODAL
The recent Coronavirus outbreak in China has led to a global health emergency by World Health Organization and it is yet to be seen how long the ph ...
Wednesday, 12 February 20
CHANGES IN LNG MARKET COULD UNDERCUT PLANS FOR NEW JAPANESE COAL PLANTS - CLYDE RUSSELL
Reuters: Clyde Russell
The collapse in the spot price of liquefied natural gas (LNG) in Asia is a short-term phenomenon that may wel ...
Wednesday, 12 February 20
THE SHIPPING INDUSTRY SEES FREIGHT MARKETS IN A COMPLETE STATE OF COLLAPSE AS DEMAND GETS PARALYZED DUE TO CORONAVIRUS OUTBREAK - ALLIED
With China and the world still trying to contain the effects and come to terms with the Wuhan novel coronavirus outbreak, the shipping industry see ...
Wednesday, 12 February 20
WORLD STEEL PRODUCTION IN 2019 - BANCHERO COSTA
In a worrying development, global steel production slowed down considerably in the fourth quarter of 2019. In the final 3 months of 2019, total cru ...
Sunday, 09 February 20
SUPRAMAX: THE ASIAN ARENA STRUGGLED, A 50,000DWT SHIP FIXING A COAL RUN FROM EAST KALIMANTAN TO INDIA AT $2,000 - THE BALTIC BRIEFING
Capesize
The Capesize market endured another dreadful week of calamitous rate level falls, as the usual season low Q1 period combined with rece ...
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- Makarim & Taira - Indonesia
- Sakthi Sugars Limited - India
- Planning Commission, India
- Romanian Commodities Exchange
- White Energy Company Limited
- Electricity Authority, New Zealand
- Chettinad Cement Corporation Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Singapore Mercantile Exchange
- Malabar Cements Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- CNBM International Corporation - China
- Bank of Tokyo Mitsubishi UFJ Ltd
- Australian Commodity Traders Exchange
- VISA Power Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Carbofer General Trading SA - India
- OPG Power Generation Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Ind-Barath Power Infra Limited - India
- Videocon Industries ltd - India
- Global Business Power Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Miang Besar Coal Terminal - Indonesia
- Kartika Selabumi Mining - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Ministry of Finance - Indonesia
- Commonwealth Bank - Australia
- Salva Resources Pvt Ltd - India
- Latin American Coal - Colombia
- Vedanta Resources Plc - India
- Rio Tinto Coal - Australia
- Sindya Power Generating Company Private Ltd
- Alfred C Toepfer International GmbH - Germany
- Kapuas Tunggal Persada - Indonesia
- Global Green Power PLC Corporation, Philippines
- Bangladesh Power Developement Board
- New Zealand Coal & Carbon
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Siam City Cement - Thailand
- ASAPP Information Group - India
- Merrill Lynch Commodities Europe
- GVK Power & Infra Limited - India
- Cement Manufacturers Association - India
- Coal and Oil Company - UAE
- IEA Clean Coal Centre - UK
- Uttam Galva Steels Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Antam Resourcindo - Indonesia
- Star Paper Mills Limited - India
- The Treasury - Australian Government
- Holcim Trading Pte Ltd - Singapore
- LBH Netherlands Bv - Netherlands
- Thai Mozambique Logistica
- Grasim Industreis Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- McConnell Dowell - Australia
- Sinarmas Energy and Mining - Indonesia
- Mercuria Energy - Indonesia
- Oldendorff Carriers - Singapore
- Indonesian Coal Mining Association
- Orica Mining Services - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Africa Commodities Group - South Africa
- Ministry of Mines - Canada
- Sree Jayajothi Cements Limited - India
- Thiess Contractors Indonesia
- Sarangani Energy Corporation, Philippines
- Energy Development Corp, Philippines
- Dalmia Cement Bharat India
- Simpson Spence & Young - Indonesia
- San Jose City I Power Corp, Philippines
- Altura Mining Limited, Indonesia
- Samtan Co., Ltd - South Korea
- Chamber of Mines of South Africa
- Kideco Jaya Agung - Indonesia
- Georgia Ports Authority, United States
- Intertek Mineral Services - Indonesia
- Bhoruka Overseas - Indonesia
- Indo Tambangraya Megah - Indonesia
- Wilmar Investment Holdings
- Sojitz Corporation - Japan
- Economic Council, Georgia
- Straits Asia Resources Limited - Singapore
- Eastern Energy - Thailand
- PowerSource Philippines DevCo
- Kobexindo Tractors - Indoneisa
- Central Java Power - Indonesia
- Posco Energy - South Korea
- Power Finance Corporation Ltd., India
- Lanco Infratech Ltd - India
- Bhatia International Limited - India
- Coastal Gujarat Power Limited - India
- ICICI Bank Limited - India
- Riau Bara Harum - Indonesia
- SN Aboitiz Power Inc, Philippines
- Heidelberg Cement - Germany
- Petrochimia International Co. Ltd.- Taiwan
- Eastern Coal Council - USA
- Aditya Birla Group - India
- Borneo Indobara - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Bhushan Steel Limited - India
- Metalloyd Limited - United Kingdom
- Australian Coal Association
- Meenaskhi Energy Private Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Manunggal Multi Energi - Indonesia
- IHS Mccloskey Coal Group - USA
- Meralco Power Generation, Philippines
- Petron Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Indian Energy Exchange, India
- Edison Trading Spa - Italy
- South Luzon Thermal Energy Corporation
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bayan Resources Tbk. - Indonesia
- GAC Shipping (India) Pvt Ltd
- Port Waratah Coal Services - Australia
- Deloitte Consulting - India
- Medco Energi Mining Internasional
- Bharathi Cement Corporation - India
- Bulk Trading Sa - Switzerland
- Kumho Petrochemical, South Korea
- Global Coal Blending Company Limited - Australia
- Interocean Group of Companies - India
- Directorate Of Revenue Intelligence - India
- Jaiprakash Power Ventures ltd
- Ambuja Cements Ltd - India
- Barasentosa Lestari - Indonesia
- Minerals Council of Australia
- Aboitiz Power Corporation - Philippines
- Kohat Cement Company Ltd. - Pakistan
- SMG Consultants - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Price Waterhouse Coopers - Russia
- PTC India Limited - India
- Maheswari Brothers Coal Limited - India
- Kaltim Prima Coal - Indonesia
- Tata Chemicals Ltd - India
- TeaM Sual Corporation - Philippines
- Kepco SPC Power Corporation, Philippines
- Larsen & Toubro Limited - India
- Renaissance Capital - South Africa
- PNOC Exploration Corporation - Philippines
- Karaikal Port Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Billiton Holdings Pty Ltd - Australia
- Xindia Steels Limited - India
- Indika Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- Attock Cement Pakistan Limited
- Offshore Bulk Terminal Pte Ltd, Singapore
- Goldman Sachs - Singapore
- Orica Australia Pty. Ltd.
- Trasteel International SA, Italy
- Electricity Generating Authority of Thailand
- Semirara Mining Corp, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Bukit Makmur.PT - Indonesia
- Binh Thuan Hamico - Vietnam
- MS Steel International - UAE
- Pendopo Energi Batubara - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Energy Link Ltd, New Zealand
- Tamil Nadu electricity Board
- International Coal Ventures Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Mintek Dendrill Indonesia
- Marubeni Corporation - India
- Timah Investasi Mineral - Indoneisa
- The University of Queensland
- Neyveli Lignite Corporation Ltd, - India
- CIMB Investment Bank - Malaysia
- Indogreen Group - Indonesia
- SMC Global Power, Philippines
- Wood Mackenzie - Singapore
- Gujarat Sidhee Cement - India
- Madhucon Powers Ltd - India
- Mjunction Services Limited - India
- Banpu Public Company Limited - Thailand
- GMR Energy Limited - India
- Formosa Plastics Group - Taiwan
- Standard Chartered Bank - UAE
- Therma Luzon, Inc, Philippines
- The State Trading Corporation of India Ltd
- Agrawal Coal Company - India
- Indian Oil Corporation Limited
- Directorate General of MIneral and Coal - Indonesia
- Anglo American - United Kingdom
- AsiaOL BioFuels Corp., Philippines
- Essar Steel Hazira Ltd - India
- Ministry of Transport, Egypt
- Gujarat Mineral Development Corp Ltd - India
- India Bulls Power Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Central Electricity Authority - India
- Jindal Steel & Power Ltd - India
- Toyota Tsusho Corporation, Japan
- Leighton Contractors Pty Ltd - Australia
- Semirara Mining and Power Corporation, Philippines
- Independent Power Producers Association of India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Parliament of New Zealand
- Baramulti Group, Indonesia
- Globalindo Alam Lestari - Indonesia
- Sical Logistics Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Bukit Baiduri Energy - Indonesia
- Parry Sugars Refinery, India
- European Bulk Services B.V. - Netherlands
- London Commodity Brokers - England
- Savvy Resources Ltd - HongKong
- Gujarat Electricity Regulatory Commission - India
- Coalindo Energy - Indonesia
- Mercator Lines Limited - India
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