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Volume 4 / 15 October 2020
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Power Transmission Monthly Index (PTMI)
The EPTDA Bureau is offering a free sample of the PTMI report from January 2020
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 This is the kind of analysis participant members receive on a monthly basis - within 10-15 working days after month-end.
 As can be seen from the analysis of the January 2020 numbers, Redburn were already forecasting an 8% drop in China GDP:
- It is invaluable information, showing actual ‘real-time’ performance with expert financial analysis;
- It represents actual market conditions in the PT Industry - distributors and manufacturers;
- It is 'priceless' - but 'free' to contributors.
 To join in and receive this monthly analysis, all you have to do is to send Redburn three numbers, monthly:
- YoY Sales Turnover in percentage up or down;
- YoY Sales Order Value in percentage up or down;
- YoY Inventory Levels in percentage up or down.
 No information on actual sales in currency is required - just the percentage up or down.
 No transmission of your numbers to anyone else - it is collectively anonymized.
- This condition is protected by an agreement with Redburn.
 Planned next steps:
- Once Redburn has five participants per country, they are able to produce Country reports;
- Online ‘PTMI Review Meetings’ for participant members - to consider the commercial implications of the results;
- Drive to gain more participant members to generate and gain from this great resource.
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Oxford Economics
Industry Outlook
For EPTDA, Oxford Economics report covers detailed analysis of Manufacturing Output, Construction Output, Service Sector Output, Value of Industrial Production per country, overall Industrial Production as a share of GDP, and top 10 fastest-growing and slowest-growing sectors per country.
The Q3-2020 analysis shows that all key indicators are expected to contract in 2020 for all countries covered in the data: Finland, France, Germany, Italy, the Netherlands, Poland, Russia, Spain, Turkey and the UK. Industrial production (manufacturing, extraction and utilities) is forecast to lag economic growth in 2020 – with Italy, Germany and France losing with double digit numbers.
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EU Monitoring
Brexit Impact
EPTDA members need to know that the worst-case scenario is if following Brexit, the UK is no longer part of the EU’s customs union. Then customs checks may be required for goods entering and leaving the EU, resulting in increased costs or delays. Tariffs could be applied to goods and services provided to and from the EU, affecting the profitability of the contracts in the future. Currency fluctuations are another potential consequence of Brexit. They will make financial forecasting in the short to medium term difficult for those paid in foreign currencies under any of their contracts.
The EU Monitoring Report includes top challenges in the Logistics industry, tips on what can businesses do to prepare and opportunities in the logistic sector.
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EPTDA Corporate Presentation
EPTDA’s Corporate Presentation is a quarterly review of the association’s activities, strategic roadmap, objectives, data & intelligence reports, governance, membership companies overview, geographical and product category overview. It’s a compact guide to all essential benefits and agenda of EPTDA.We urge all our volunteers and members to use this powerful tool to help us raise awareness and attract new members.
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