We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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.
The Information contained within the website of COALspot.com is intended for informational purposes only and is not intended as professional counsel and should not be used as such.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Friday, 07 February 20
CIL LOOKING TO TAP NON-POWER SECTORS FOR INCREMENTAL COAL, PTI REPORTED
The miner is looking to ramp up production to meet its targets for the current fiscal at a time when the economic slowdown is impacting demand for ...
Friday, 07 February 20
VIRUS - HIT CHINA MAY NEED MORE IMPORTS OF COAL. NOW COMES THE TRICKY PART - SHIPPING IT THERE: REUTERS
China’s domestic coal mines are struggling to ramp up production in the face of the ongoing coronavirus epidemic. That’s a situation th ...
Friday, 07 February 20
CORONAVIRUS IMPACTING THE GLOBAL SHIPPING INDUSTRY - BIMCO
The outbreak of the novel Coronavirus has dented market sentiment and spooked markets around the globe. When China sneezes, we all catch the flu. T ...
Thursday, 06 February 20
CAPE: WEAK SUPPLY/DEMAND RATIO THE STREETS REMAIN BLOODY FOR THE BIG SHIPS - FEARNLEYS
Cape: With still a weak supply/demand ratio the streets remain bloody for the big ships, and actual spot earnings are close to zero on main short-h ...
Thursday, 06 February 20
CHINESE DEMAND KEY UNCERTAINTY FOR SEABORNE COAL MARKET IN 2020 - THE BRICS POST
Coal trader Noble Resources head of research Rodrigo Echeverri Cardozo had penciled in a 3 Mt drop in Chinese import demand for 2020, but it could ...
|
|
|
Showing 1146 to 1150 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Chettinad Cement Corporation Ltd - India
- Pendopo Energi Batubara - Indonesia
- Edison Trading Spa - Italy
- Madhucon Powers Ltd - India
- Vedanta Resources Plc - India
- Rio Tinto Coal - Australia
- Cement Manufacturers Association - India
- Bukit Baiduri Energy - Indonesia
- Metalloyd Limited - United Kingdom
- Marubeni Corporation - India
- Antam Resourcindo - Indonesia
- Power Finance Corporation Ltd., India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Baramulti Group, Indonesia
- Australian Coal Association
- Gujarat Electricity Regulatory Commission - India
- GAC Shipping (India) Pvt Ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Malabar Cements Ltd - India
- Standard Chartered Bank - UAE
- Aditya Birla Group - India
- SMG Consultants - Indonesia
- Barasentosa Lestari - Indonesia
- Indo Tambangraya Megah - Indonesia
- Coalindo Energy - Indonesia
- Kobexindo Tractors - Indoneisa
- Kideco Jaya Agung - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Gujarat Mineral Development Corp Ltd - India
- South Luzon Thermal Energy Corporation
- Sinarmas Energy and Mining - Indonesia
- Medco Energi Mining Internasional
- Electricity Generating Authority of Thailand
- Goldman Sachs - Singapore
- Kumho Petrochemical, South Korea
- Energy Link Ltd, New Zealand
- Meralco Power Generation, Philippines
- LBH Netherlands Bv - Netherlands
- Larsen & Toubro Limited - India
- Rashtriya Ispat Nigam Limited - India
- Deloitte Consulting - India
- Renaissance Capital - South Africa
- Africa Commodities Group - South Africa
- Kohat Cement Company Ltd. - Pakistan
- Borneo Indobara - Indonesia
- Bharathi Cement Corporation - India
- Therma Luzon, Inc, Philippines
- Meenaskhi Energy Private Limited - India
- Sical Logistics Limited - India
- The Treasury - Australian Government
- Trasteel International SA, Italy
- Bahari Cakrawala Sebuku - Indonesia
- Samtan Co., Ltd - South Korea
- Coal and Oil Company - UAE
- AsiaOL BioFuels Corp., Philippines
- OPG Power Generation Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- Posco Energy - South Korea
- Orica Australia Pty. Ltd.
- Neyveli Lignite Corporation Ltd, - India
- Jorong Barutama Greston.PT - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Sindya Power Generating Company Private Ltd
- IEA Clean Coal Centre - UK
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- The State Trading Corporation of India Ltd
- Wilmar Investment Holdings
- Karbindo Abesyapradhi - Indoneisa
- PowerSource Philippines DevCo
- IHS Mccloskey Coal Group - USA
- Intertek Mineral Services - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Global Coal Blending Company Limited - Australia
- Economic Council, Georgia
- Jindal Steel & Power Ltd - India
- Sree Jayajothi Cements Limited - India
- Sarangani Energy Corporation, Philippines
- Essar Steel Hazira Ltd - India
- TeaM Sual Corporation - Philippines
- Kapuas Tunggal Persada - Indonesia
- Iligan Light & Power Inc, Philippines
- GVK Power & Infra Limited - India
- Riau Bara Harum - Indonesia
- Maheswari Brothers Coal Limited - India
- Vizag Seaport Private Limited - India
- MS Steel International - UAE
- Bhushan Steel Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Bukit Makmur.PT - Indonesia
- Dalmia Cement Bharat India
- Parliament of New Zealand
- Thiess Contractors Indonesia
- Attock Cement Pakistan Limited
- Toyota Tsusho Corporation, Japan
- Videocon Industries ltd - India
- Asmin Koalindo Tuhup - Indonesia
- McConnell Dowell - Australia
- Interocean Group of Companies - India
- Vijayanagar Sugar Pvt Ltd - India
- Wood Mackenzie - Singapore
- GN Power Mariveles Coal Plant, Philippines
- PNOC Exploration Corporation - Philippines
- White Energy Company Limited
- Savvy Resources Ltd - HongKong
- Ministry of Transport, Egypt
- Manunggal Multi Energi - Indonesia
- Siam City Cement - Thailand
- San Jose City I Power Corp, Philippines
- Anglo American - United Kingdom
- Agrawal Coal Company - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- PetroVietnam Power Coal Import and Supply Company
- Siam City Cement PLC, Thailand
- Maharashtra Electricity Regulatory Commission - India
- SMC Global Power, Philippines
- Sakthi Sugars Limited - India
- Altura Mining Limited, Indonesia
- Chamber of Mines of South Africa
- Ind-Barath Power Infra Limited - India
- Tata Chemicals Ltd - India
- Simpson Spence & Young - Indonesia
- Indika Energy - Indonesia
- Directorate Of Revenue Intelligence - India
- Eastern Coal Council - USA
- GMR Energy Limited - India
- Semirara Mining Corp, Philippines
- Orica Mining Services - Indonesia
- Mercuria Energy - Indonesia
- European Bulk Services B.V. - Netherlands
- Heidelberg Cement - Germany
- Straits Asia Resources Limited - Singapore
- Independent Power Producers Association of India
- Formosa Plastics Group - Taiwan
- SN Aboitiz Power Inc, Philippines
- Ministry of Mines - Canada
- Latin American Coal - Colombia
- Parry Sugars Refinery, India
- Australian Commodity Traders Exchange
- Price Waterhouse Coopers - Russia
- Indonesian Coal Mining Association
- ICICI Bank Limited - India
- Bayan Resources Tbk. - Indonesia
- Bhatia International Limited - India
- VISA Power Limited - India
- Central Electricity Authority - India
- Commonwealth Bank - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Global Business Power Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Tamil Nadu electricity Board
- Jaiprakash Power Ventures ltd
- Globalindo Alam Lestari - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Minerals Council of Australia
- India Bulls Power Limited - India
- Star Paper Mills Limited - India
- Kartika Selabumi Mining - Indonesia
- Port Waratah Coal Services - Australia
- Indian Oil Corporation Limited
- Bukit Asam (Persero) Tbk - Indonesia
- Makarim & Taira - Indonesia
- Bangladesh Power Developement Board
- Gujarat Sidhee Cement - India
- Bulk Trading Sa - Switzerland
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Karaikal Port Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Mintek Dendrill Indonesia
- International Coal Ventures Pvt Ltd - India
- Planning Commission, India
- Petron Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Lanco Infratech Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Energy Development Corp, Philippines
- Ambuja Cements Ltd - India
- Kaltim Prima Coal - Indonesia
- Kepco SPC Power Corporation, Philippines
- CNBM International Corporation - China
- Bhoruka Overseas - Indonesia
- Sojitz Corporation - Japan
- New Zealand Coal & Carbon
- London Commodity Brokers - England
- Electricity Authority, New Zealand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Thai Mozambique Logistica
- Merrill Lynch Commodities Europe
- Grasim Industreis Ltd - India
- ASAPP Information Group - India
- Central Java Power - Indonesia
- Carbofer General Trading SA - India
- Mjunction Services Limited - India
- Xindia Steels Limited - India
- Banpu Public Company Limited - Thailand
- Oldendorff Carriers - Singapore
- Eastern Energy - Thailand
- Indian Energy Exchange, India
- Uttam Galva Steels Limited - India
- Ministry of Finance - Indonesia
- Salva Resources Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- PTC India Limited - India
- Aboitiz Power Corporation - Philippines
- Mercator Lines Limited - India
- Georgia Ports Authority, United States
- Coastal Gujarat Power Limited - India
- Alfred C Toepfer International GmbH - Germany
- Singapore Mercantile Exchange
- Binh Thuan Hamico - Vietnam
- Semirara Mining and Power Corporation, Philippines
- Indogreen Group - Indonesia
- The University of Queensland
- Timah Investasi Mineral - Indoneisa
- CIMB Investment Bank - Malaysia
- Romanian Commodities Exchange
|
| |
| |
|
