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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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Wednesday, 26 May 21
NEW POWER AND ENERGY MASTER PLAN MUST BE DESIGNED IN BANGLADESH'S BEST INTERESTS, NOT JAPAN'S - IEEFA
JICA must deliver a low or zero emissions plan as promised, not fund Matarbari 2 coal plant
Clear understandings from the Bangladesh ...
Tuesday, 25 May 21
KOREA SOUTHERN POWER INVITED BIDS FOR 870,000 MT OF MIN 5300 NCV COAL FOR 2021 TO 2023.
COALspot.com: Korea Southern Power Co., Ltd. (KOSPO) has issued an International tender for total 870,000 MT of Min 5,300 kcal/kg NCV coal for Augu ...
Tuesday, 25 May 21
CHINA’S COAL OUTPUT RISES IN FIRST FOUR MONTHS - XINHUA
China’s raw coal output rose 11.1 percent year on year to 1.29 billion tonnes in the first four months of 2021, official data showed.
&nb ...
Tuesday, 25 May 21
MARINE SHIPPERS BULK UP: ANOTHER GAME OF CHICKEN IN THE WORKS? - THE KOREA TIMES
Global shipping companies have been placing orders for large ships, with many anticipating further increased competition within the next three year ...
Friday, 21 May 21
MARKET INSIGHT - INTERMODAL
The dry bulk market’s counter seasonal surge so far into the first half of the year -in a sort of 2010 manner - and Capesize’s recent r ...
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- Gujarat Electricity Regulatory Commission - India
- Holcim Trading Pte Ltd - Singapore
- Parry Sugars Refinery, India
- Aboitiz Power Corporation - Philippines
- IEA Clean Coal Centre - UK
- Oldendorff Carriers - Singapore
- Medco Energi Mining Internasional
- Vijayanagar Sugar Pvt Ltd - India
- Minerals Council of Australia
- Vizag Seaport Private Limited - India
- Altura Mining Limited, Indonesia
- Madhucon Powers Ltd - India
- Ministry of Finance - Indonesia
- Rio Tinto Coal - Australia
- Timah Investasi Mineral - Indoneisa
- Cement Manufacturers Association - India
- Kumho Petrochemical, South Korea
- Bukit Makmur.PT - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Sical Logistics Limited - India
- Semirara Mining and Power Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- CIMB Investment Bank - Malaysia
- TeaM Sual Corporation - Philippines
- Australian Commodity Traders Exchange
- Eastern Coal Council - USA
- Carbofer General Trading SA - India
- Global Coal Blending Company Limited - Australia
- Sree Jayajothi Cements Limited - India
- Kepco SPC Power Corporation, Philippines
- Electricity Generating Authority of Thailand
- Samtan Co., Ltd - South Korea
- Coal and Oil Company - UAE
- The Treasury - Australian Government
- Sinarmas Energy and Mining - Indonesia
- Goldman Sachs - Singapore
- Bulk Trading Sa - Switzerland
- Toyota Tsusho Corporation, Japan
- Uttam Galva Steels Limited - India
- India Bulls Power Limited - India
- Intertek Mineral Services - Indonesia
- Interocean Group of Companies - India
- Indonesian Coal Mining Association
- TNB Fuel Sdn Bhd - Malaysia
- Bhatia International Limited - India
- Agrawal Coal Company - India
- Manunggal Multi Energi - Indonesia
- Deloitte Consulting - India
- Ministry of Transport, Egypt
- Bayan Resources Tbk. - Indonesia
- Bhoruka Overseas - Indonesia
- Kaltim Prima Coal - Indonesia
- GMR Energy Limited - India
- Bukit Baiduri Energy - Indonesia
- Bharathi Cement Corporation - India
- SMC Global Power, Philippines
- Therma Luzon, Inc, Philippines
- Ind-Barath Power Infra Limited - India
- SMG Consultants - Indonesia
- Ministry of Mines - Canada
- Semirara Mining Corp, Philippines
- Coastal Gujarat Power Limited - India
- Tamil Nadu electricity Board
- Economic Council, Georgia
- Salva Resources Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Mintek Dendrill Indonesia
- Miang Besar Coal Terminal - Indonesia
- Sojitz Corporation - Japan
- Petrochimia International Co. Ltd.- Taiwan
- Africa Commodities Group - South Africa
- Orica Australia Pty. Ltd.
- Simpson Spence & Young - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Baramulti Group, Indonesia
- The University of Queensland
- PTC India Limited - India
- Iligan Light & Power Inc, Philippines
- European Bulk Services B.V. - Netherlands
- Meenaskhi Energy Private Limited - India
- PNOC Exploration Corporation - Philippines
- PetroVietnam Power Coal Import and Supply Company
- Edison Trading Spa - Italy
- Planning Commission, India
- Siam City Cement - Thailand
- Thiess Contractors Indonesia
- Larsen & Toubro Limited - India
- Formosa Plastics Group - Taiwan
- Banpu Public Company Limited - Thailand
- AsiaOL BioFuels Corp., Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Videocon Industries ltd - India
- ASAPP Information Group - India
- Pendopo Energi Batubara - Indonesia
- Karaikal Port Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Aditya Birla Group - India
- South Luzon Thermal Energy Corporation
- Maheswari Brothers Coal Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Sarangani Energy Corporation, Philippines
- Central Electricity Authority - India
- PowerSource Philippines DevCo
- OPG Power Generation Pvt Ltd - India
- Posco Energy - South Korea
- Metalloyd Limited - United Kingdom
- Wood Mackenzie - Singapore
- Marubeni Corporation - India
- Price Waterhouse Coopers - Russia
- Bhushan Steel Limited - India
- SN Aboitiz Power Inc, Philippines
- Star Paper Mills Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Straits Asia Resources Limited - Singapore
- International Coal Ventures Pvt Ltd - India
- Energy Development Corp, Philippines
- Australian Coal Association
- Eastern Energy - Thailand
- Thai Mozambique Logistica
- White Energy Company Limited
- GVK Power & Infra Limited - India
- Wilmar Investment Holdings
- San Jose City I Power Corp, Philippines
- Anglo American - United Kingdom
- Indika Energy - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Merrill Lynch Commodities Europe
- Pipit Mutiara Jaya. PT, Indonesia
- Malabar Cements Ltd - India
- Latin American Coal - Colombia
- Indian Oil Corporation Limited
- Mercator Lines Limited - India
- Meralco Power Generation, Philippines
- Electricity Authority, New Zealand
- Karbindo Abesyapradhi - Indoneisa
- Romanian Commodities Exchange
- New Zealand Coal & Carbon
- Bukit Asam (Persero) Tbk - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Mjunction Services Limited - India
- VISA Power Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- IHS Mccloskey Coal Group - USA
- Barasentosa Lestari - Indonesia
- Standard Chartered Bank - UAE
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Globalindo Alam Lestari - Indonesia
- Dalmia Cement Bharat India
- Gujarat Sidhee Cement - India
- MS Steel International - UAE
- Port Waratah Coal Services - Australia
- Lanco Infratech Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kideco Jaya Agung - Indonesia
- Binh Thuan Hamico - Vietnam
- Jaiprakash Power Ventures ltd
- Power Finance Corporation Ltd., India
- Georgia Ports Authority, United States
- Kalimantan Lumbung Energi - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- LBH Netherlands Bv - Netherlands
- Vedanta Resources Plc - India
- Directorate Of Revenue Intelligence - India
- Siam City Cement PLC, Thailand
- CNBM International Corporation - China
- Kapuas Tunggal Persada - Indonesia
- Jindal Steel & Power Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Trasteel International SA, Italy
- Indian Energy Exchange, India
- Kartika Selabumi Mining - Indonesia
- Borneo Indobara - Indonesia
- Xindia Steels Limited - India
- London Commodity Brokers - England
- Gujarat Mineral Development Corp Ltd - India
- Grasim Industreis Ltd - India
- Chamber of Mines of South Africa
- Rashtriya Ispat Nigam Limited - India
- Coalindo Energy - Indonesia
- Bangladesh Power Developement Board
- Singapore Mercantile Exchange
- Sindya Power Generating Company Private Ltd
- Mercuria Energy - Indonesia
- Heidelberg Cement - Germany
- Antam Resourcindo - Indonesia
- Energy Link Ltd, New Zealand
- Parliament of New Zealand
- Commonwealth Bank - Australia
- Neyveli Lignite Corporation Ltd, - India
- Renaissance Capital - South Africa
- Chettinad Cement Corporation Ltd - India
- Tata Chemicals Ltd - India
- Savvy Resources Ltd - HongKong
- Billiton Holdings Pty Ltd - Australia
- Ceylon Electricity Board - Sri Lanka
- Global Green Power PLC Corporation, Philippines
- Independent Power Producers Association of India
- Petron Corporation, Philippines
- Indogreen Group - Indonesia
- Attock Cement Pakistan Limited
- Sakthi Sugars Limited - India
- ICICI Bank Limited - India
- The State Trading Corporation of India Ltd
- Indo Tambangraya Megah - Indonesia
- Riau Bara Harum - Indonesia
- Orica Mining Services - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Global Business Power Corporation, Philippines
- Makarim & Taira - Indonesia
- McConnell Dowell - Australia
- Ambuja Cements Ltd - India
- Essar Steel Hazira Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Central Java Power - Indonesia
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