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Monday, 06 April 20
INDIA'S 21-DAY LOCKDOWN - IMPACT ON COMMODITIES? - WOOD MACKENZIE
 India is under a three-week lockdown from 25 March, to contain the spread of the coronavirus outbreak. Wood Mackenzie analysts discuss what this means for the power, coal, gas and LNG, and oil products sectors.
Impact on power and coal demand
Principal analyst Pralabh Bhargava said: “India’s power demand has declined on average 30% year-on-year (yoy) and 25% week-on-week basis on 28 March. Demand from the industrial and commercial sectors are already falling. Load shape is moving to residential from industrial due to teleworking and home-schooling. We expect an average overall power demand decline of 35% until 14 April and a progressive recovery thereafter.
“Coal stocks at power plants and mines reached record highs of 40 million tonnes (Mt) and 60 Mt by 25 March, and many are already rejecting shipments from Coal India. This situation is due to lower thermal coal demand over the last 15 days and robust production in recent months.
“Movement of imported coal will be restricted due to constraints at ports and infrastructure. We expect the Force Majeure announced by port operators to have a limited impact on coal imports, as it is considered an ‘essential’ service.”
Impact on gas and LNG
Senior analyst Vidur Singhal said: “The transport and industrial sectors have been impacted. The average daily gas consumption across sectors stood at around 151 mmcm/d (million cubic metres per day) in 2019. We expect about 18-20% reduction in daily gas demand post lockdown. Also, demand from refineries and fertiliser plants, and anchor gas customers, have reduced in line with their utilisation rates with significant downside risk if the lockdown is extended.
“Gas aggregators are in a tight spot. LNG buyers declared Force Majeure once port operations stopped. Regas terminals were oversupplied heading into the lockdown as all major buyers procured low-priced spot volumes in advance. Even long-term LNG volumes are at risk as demand shrinks.”
Impact on oil products demand and refining
Research analyst Qiaoling Chen said: “We estimate that gasoline, jet fuel, and diesel demand will be down by 25%, 33%, and 13% yoy respectively in the second quarter while fuel oil, refinery gas demand will decline by 8%, 20% respectively at the same time.
“Overall, total demand is expected to decline by 871,000 barrels per day (b/d) (-17%) yoy in April. The negative impact is likely to last through Q2 2020 with most oil products returning to normal growth in the third quarter of this year except for jet fuel demand, which is expected to return to normal growth only in the first quarter of next year.”
On refining, research analyst Kendrick Ng said: “Refiners are reducing runs in response to lower oil products demand and weakness in refining margins. We estimate that the country will process about 800,000 b/d less crude in April, month-on-month basis, resulting in about 17% decline in the utilisation rate.
“Indian PSUs (public sector undertaking) are expected to be hurt the most amid tepid domestic demand, high storage level and lesser access to export markets, especially inland refineries.”
Source: Wood Mackenzie
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Saturday, 17 July 21
COAL PRICES TRADE AT DECADE HIGH OF $140 PER TONNE, HERE ARE SOME FACTORS AT PLAY: CNBC-TV18
Coal prices are trading at $140 per tonne. In the last one week, coal has seen more than 8 percent gains; the last one month has seen 24 percent ju ...
Thursday, 15 July 21
U.S. FOSSIL FUEL CONSUMPTION FELL BY 9% IN 2020, THE LOWEST LEVEL IN NEARLY 30 YEARS - EIA
U.S. fossil fuel consumption fell by 9% in 2020, the lowest level in nearly 30 years
In 2020, total consumption of fossil fuels in t ...
Thursday, 15 July 21
IN 2020, U.S. COAL PRODUCTION FELL TO ITS LOWEST LEVEL SINCE 1965 - EIA
U.S. coal production totaled 535 million short tons (MMst) in 2020, a 24% decrease from the 706 MMst mined in 2019 and the lowest level of coal pro ...
Wednesday, 14 July 21
MARKET INSIGHT - INTERMODAL
In its latest Global Economic Prospects report, the world bank recorded the strongest post-recession global growth in 80 years, but emerging and de ...
Tuesday, 13 July 21
JAPAN STILL SEEKING TO EXPLOIT COAL POWER LOOPHOLES - IEEFA
JBIC wants to continue burdening developing nations with its expensive coal-fired power technology
Japan is continuing to push its expensive c ...
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- ICICI Bank Limited - India
- Marubeni Corporation - India
- Sree Jayajothi Cements Limited - India
- Baramulti Group, Indonesia
- Latin American Coal - Colombia
- Riau Bara Harum - Indonesia
- Vizag Seaport Private Limited - India
- Kalimantan Lumbung Energi - Indonesia
- IHS Mccloskey Coal Group - USA
- Chamber of Mines of South Africa
- Larsen & Toubro Limited - India
- Sojitz Corporation - Japan
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- MS Steel International - UAE
- Wilmar Investment Holdings
- SMC Global Power, Philippines
- Indonesian Coal Mining Association
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Meralco Power Generation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Globalindo Alam Lestari - Indonesia
- Coalindo Energy - Indonesia
- Timah Investasi Mineral - Indoneisa
- Global Green Power PLC Corporation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Trasteel International SA, Italy
- Coastal Gujarat Power Limited - India
- Xindia Steels Limited - India
- Ambuja Cements Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- White Energy Company Limited
- Indian Energy Exchange, India
- Asmin Koalindo Tuhup - Indonesia
- Ind-Barath Power Infra Limited - India
- Africa Commodities Group - South Africa
- Ministry of Finance - Indonesia
- Mercuria Energy - Indonesia
- Uttam Galva Steels Limited - India
- Maheswari Brothers Coal Limited - India
- Krishnapatnam Port Company Ltd. - India
- Simpson Spence & Young - Indonesia
- Central Electricity Authority - India
- Sical Logistics Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Bulk Trading Sa - Switzerland
- Borneo Indobara - Indonesia
- South Luzon Thermal Energy Corporation
- European Bulk Services B.V. - Netherlands
- Vijayanagar Sugar Pvt Ltd - India
- Malabar Cements Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Commonwealth Bank - Australia
- Kapuas Tunggal Persada - Indonesia
- Tata Chemicals Ltd - India
- London Commodity Brokers - England
- Ministry of Transport, Egypt
- PTC India Limited - India
- AsiaOL BioFuels Corp., Philippines
- Indian Oil Corporation Limited
- Price Waterhouse Coopers - Russia
- Alfred C Toepfer International GmbH - Germany
- Karaikal Port Pvt Ltd - India
- Sakthi Sugars Limited - India
- Sarangani Energy Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- Kaltim Prima Coal - Indonesia
- Manunggal Multi Energi - Indonesia
- Mjunction Services Limited - India
- Directorate Of Revenue Intelligence - India
- SN Aboitiz Power Inc, Philippines
- Gujarat Sidhee Cement - India
- Energy Link Ltd, New Zealand
- Jindal Steel & Power Ltd - India
- Standard Chartered Bank - UAE
- Economic Council, Georgia
- GAC Shipping (India) Pvt Ltd
- SMG Consultants - Indonesia
- Parliament of New Zealand
- Central Java Power - Indonesia
- TeaM Sual Corporation - Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Port Waratah Coal Services - Australia
- Kepco SPC Power Corporation, Philippines
- Independent Power Producers Association of India
- Heidelberg Cement - Germany
- Banpu Public Company Limited - Thailand
- Mintek Dendrill Indonesia
- Eastern Coal Council - USA
- Kideco Jaya Agung - Indonesia
- McConnell Dowell - Australia
- Bukit Baiduri Energy - Indonesia
- Star Paper Mills Limited - India
- Posco Energy - South Korea
- Bharathi Cement Corporation - India
- Leighton Contractors Pty Ltd - Australia
- International Coal Ventures Pvt Ltd - India
- Orica Mining Services - Indonesia
- Romanian Commodities Exchange
- Petrochimia International Co. Ltd.- Taiwan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kobexindo Tractors - Indoneisa
- New Zealand Coal & Carbon
- Maharashtra Electricity Regulatory Commission - India
- OPG Power Generation Pvt Ltd - India
- Lanco Infratech Ltd - India
- Cement Manufacturers Association - India
- Renaissance Capital - South Africa
- Billiton Holdings Pty Ltd - Australia
- Kartika Selabumi Mining - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Sinarmas Energy and Mining - Indonesia
- Formosa Plastics Group - Taiwan
- Bayan Resources Tbk. - Indonesia
- Oldendorff Carriers - Singapore
- Edison Trading Spa - Italy
- Coal and Oil Company - UAE
- Essar Steel Hazira Ltd - India
- Bukit Makmur.PT - Indonesia
- Videocon Industries ltd - India
- Planning Commission, India
- PowerSource Philippines DevCo
- Miang Besar Coal Terminal - Indonesia
- Tamil Nadu electricity Board
- Goldman Sachs - Singapore
- Meenaskhi Energy Private Limited - India
- Georgia Ports Authority, United States
- Jorong Barutama Greston.PT - Indonesia
- Wood Mackenzie - Singapore
- Medco Energi Mining Internasional
- Vedanta Resources Plc - India
- Petron Corporation, Philippines
- Kumho Petrochemical, South Korea
- India Bulls Power Limited - India
- Orica Australia Pty. Ltd.
- Karbindo Abesyapradhi - Indoneisa
- The University of Queensland
- Energy Development Corp, Philippines
- Bangladesh Power Developement Board
- Semirara Mining and Power Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- CNBM International Corporation - China
- Barasentosa Lestari - Indonesia
- Therma Luzon, Inc, Philippines
- IEA Clean Coal Centre - UK
- Offshore Bulk Terminal Pte Ltd, Singapore
- Savvy Resources Ltd - HongKong
- Intertek Mineral Services - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Holcim Trading Pte Ltd - Singapore
- Rio Tinto Coal - Australia
- PetroVietnam Power Coal Import and Supply Company
- Thai Mozambique Logistica
- Madhucon Powers Ltd - India
- Global Coal Blending Company Limited - Australia
- ASAPP Information Group - India
- Metalloyd Limited - United Kingdom
- Jaiprakash Power Ventures ltd
- Australian Commodity Traders Exchange
- Grasim Industreis Ltd - India
- Sindya Power Generating Company Private Ltd
- Chettinad Cement Corporation Ltd - India
- Altura Mining Limited, Indonesia
- Indika Energy - Indonesia
- Thiess Contractors Indonesia
- Toyota Tsusho Corporation, Japan
- Interocean Group of Companies - India
- PNOC Exploration Corporation - Philippines
- Semirara Mining Corp, Philippines
- Indo Tambangraya Megah - Indonesia
- Bhatia International Limited - India
- Siam City Cement PLC, Thailand
- Merrill Lynch Commodities Europe
- Gujarat Electricity Regulatory Commission - India
- CIMB Investment Bank - Malaysia
- Cigading International Bulk Terminal - Indonesia
- Carbofer General Trading SA - India
- Attock Cement Pakistan Limited
- Pendopo Energi Batubara - Indonesia
- Ministry of Mines - Canada
- GVK Power & Infra Limited - India
- Bhoruka Overseas - Indonesia
- San Jose City I Power Corp, Philippines
- GMR Energy Limited - India
- Samtan Co., Ltd - South Korea
- Electricity Authority, New Zealand
- Bhushan Steel Limited - India
- Anglo American - United Kingdom
- Rashtriya Ispat Nigam Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Minerals Council of Australia
- Salva Resources Pvt Ltd - India
- The Treasury - Australian Government
- LBH Netherlands Bv - Netherlands
- Global Business Power Corporation, Philippines
- Deloitte Consulting - India
- Eastern Energy - Thailand
- Agrawal Coal Company - India
- Siam City Cement - Thailand
- VISA Power Limited - India
- Makarim & Taira - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- The State Trading Corporation of India Ltd
- Aditya Birla Group - India
- Parry Sugars Refinery, India
- Antam Resourcindo - Indonesia
- Singapore Mercantile Exchange
- Power Finance Corporation Ltd., India
- Indogreen Group - Indonesia
- Straits Asia Resources Limited - Singapore
- Electricity Generating Authority of Thailand
- Dalmia Cement Bharat India
- Aboitiz Power Corporation - Philippines
- Australian Coal Association
- Mercator Lines Limited - India
- Binh Thuan Hamico - Vietnam
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