We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Monday, 02 November 20
PHILIPPINES GOVERNMENT SAYS NO TO NEW COAL PLANT PROPOSALS - IEEFA | 24 PILIPINAS
The Duterte administration will no longer accept proposals to construct new coal power plants, a dramatic shift in energy policy that counts on dec ...
Sunday, 01 November 20
GRADUAL RECOVERY FOR INDONESIAN COAL FROM 4Q20; RISKS REMAIN - FITCH RATINGS
Fitch Ratings expects the credit metrics of Indonesian coal miners and coal contractors to improve from 4Q20 with the recovery in volumes and price ...
Wednesday, 28 October 20
BIODIESEL - NEW FUELS, NEW CHALLENGES - GARD | DNV GL
KNOWLEDGE TO ELEVATE
One of numerous possible ways to comply with the IMO’s strategy on the reduction of greenhouse gas (GHG) emissions ...
Wednesday, 28 October 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.35 PCT - XINHUA
China Taiyuan coal transaction price index stood at 127.94 points Monday, up 0.35 percent week on week.
The index, released by China ...
Wednesday, 28 October 20
MARKET INSIGHT - INTERMODAL
The global strive towards eco-friendliness and environmental sustainability in the shipping industry is mounting. There are currently almost 200 co ...
|
|
|
Showing 746 to 750 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Maheswari Brothers Coal Limited - India
- Australian Coal Association
- Indogreen Group - Indonesia
- Aditya Birla Group - India
- OPG Power Generation Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Billiton Holdings Pty Ltd - Australia
- Sarangani Energy Corporation, Philippines
- IEA Clean Coal Centre - UK
- Directorate General of MIneral and Coal - Indonesia
- Heidelberg Cement - Germany
- Chamber of Mines of South Africa
- Bhatia International Limited - India
- Thai Mozambique Logistica
- Rashtriya Ispat Nigam Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Kumho Petrochemical, South Korea
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- McConnell Dowell - Australia
- Kepco SPC Power Corporation, Philippines
- Medco Energi Mining Internasional
- Asmin Koalindo Tuhup - Indonesia
- Sical Logistics Limited - India
- Semirara Mining and Power Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Independent Power Producers Association of India
- London Commodity Brokers - England
- Orica Mining Services - Indonesia
- GMR Energy Limited - India
- Meralco Power Generation, Philippines
- Holcim Trading Pte Ltd - Singapore
- International Coal Ventures Pvt Ltd - India
- Anglo American - United Kingdom
- Meenaskhi Energy Private Limited - India
- Mjunction Services Limited - India
- Malabar Cements Ltd - India
- MS Steel International - UAE
- Georgia Ports Authority, United States
- Siam City Cement PLC, Thailand
- Goldman Sachs - Singapore
- Larsen & Toubro Limited - India
- Formosa Plastics Group - Taiwan
- Videocon Industries ltd - India
- Gujarat Sidhee Cement - India
- Tamil Nadu electricity Board
- San Jose City I Power Corp, Philippines
- Borneo Indobara - Indonesia
- Eastern Coal Council - USA
- Indo Tambangraya Megah - Indonesia
- Dalmia Cement Bharat India
- European Bulk Services B.V. - Netherlands
- GVK Power & Infra Limited - India
- Star Paper Mills Limited - India
- Bhushan Steel Limited - India
- AsiaOL BioFuels Corp., Philippines
- Energy Development Corp, Philippines
- Trasteel International SA, Italy
- Singapore Mercantile Exchange
- Oldendorff Carriers - Singapore
- Aboitiz Power Corporation - Philippines
- Savvy Resources Ltd - HongKong
- Binh Thuan Hamico - Vietnam
- Standard Chartered Bank - UAE
- Australian Commodity Traders Exchange
- Straits Asia Resources Limited - Singapore
- Intertek Mineral Services - Indonesia
- Bharathi Cement Corporation - India
- Coal and Oil Company - UAE
- Latin American Coal - Colombia
- Commonwealth Bank - Australia
- Jindal Steel & Power Ltd - India
- CNBM International Corporation - China
- Cement Manufacturers Association - India
- Bangladesh Power Developement Board
- Africa Commodities Group - South Africa
- PetroVietnam Power Coal Import and Supply Company
- Samtan Co., Ltd - South Korea
- New Zealand Coal & Carbon
- Asia Pacific Energy Resources Ventures Inc, Philippines
- TeaM Sual Corporation - Philippines
- Ministry of Transport, Egypt
- Altura Mining Limited, Indonesia
- India Bulls Power Limited - India
- Mintek Dendrill Indonesia
- Uttam Galva Steels Limited - India
- Jaiprakash Power Ventures ltd
- Eastern Energy - Thailand
- The University of Queensland
- Essar Steel Hazira Ltd - India
- Bayan Resources Tbk. - Indonesia
- Bukit Makmur.PT - Indonesia
- Sree Jayajothi Cements Limited - India
- Thiess Contractors Indonesia
- IHS Mccloskey Coal Group - USA
- Edison Trading Spa - Italy
- Globalindo Alam Lestari - Indonesia
- Global Business Power Corporation, Philippines
- Interocean Group of Companies - India
- Price Waterhouse Coopers - Russia
- Semirara Mining Corp, Philippines
- Salva Resources Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Marubeni Corporation - India
- Coastal Gujarat Power Limited - India
- Bhoruka Overseas - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bukit Baiduri Energy - Indonesia
- Power Finance Corporation Ltd., India
- Agrawal Coal Company - India
- Bulk Trading Sa - Switzerland
- The State Trading Corporation of India Ltd
- Ambuja Cements Ltd - India
- Xindia Steels Limited - India
- Leighton Contractors Pty Ltd - Australia
- Economic Council, Georgia
- Attock Cement Pakistan Limited
- Electricity Generating Authority of Thailand
- Ceylon Electricity Board - Sri Lanka
- Orica Australia Pty. Ltd.
- ICICI Bank Limited - India
- Ind-Barath Power Infra Limited - India
- Global Coal Blending Company Limited - Australia
- Renaissance Capital - South Africa
- Kideco Jaya Agung - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Parry Sugars Refinery, India
- Kapuas Tunggal Persada - Indonesia
- Metalloyd Limited - United Kingdom
- Global Green Power PLC Corporation, Philippines
- Simpson Spence & Young - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Manunggal Multi Energi - Indonesia
- ASAPP Information Group - India
- White Energy Company Limited
- Timah Investasi Mineral - Indoneisa
- Siam City Cement - Thailand
- SN Aboitiz Power Inc, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Mercator Lines Limited - India
- Central Java Power - Indonesia
- Vedanta Resources Plc - India
- Sojitz Corporation - Japan
- SMC Global Power, Philippines
- Indonesian Coal Mining Association
- Lanco Infratech Ltd - India
- Romanian Commodities Exchange
- Wood Mackenzie - Singapore
- Petron Corporation, Philippines
- SMG Consultants - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Sakthi Sugars Limited - India
- Jorong Barutama Greston.PT - Indonesia
- PowerSource Philippines DevCo
- Petrochimia International Co. Ltd.- Taiwan
- Karbindo Abesyapradhi - Indoneisa
- Coalindo Energy - Indonesia
- The Treasury - Australian Government
- Tata Chemicals Ltd - India
- Iligan Light & Power Inc, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Port Waratah Coal Services - Australia
- Parliament of New Zealand
- Merrill Lynch Commodities Europe
- Minerals Council of Australia
- Kalimantan Lumbung Energi - Indonesia
- CIMB Investment Bank - Malaysia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- Electricity Authority, New Zealand
- PNOC Exploration Corporation - Philippines
- Ministry of Mines - Canada
- Therma Luzon, Inc, Philippines
- Planning Commission, India
- LBH Netherlands Bv - Netherlands
- Kobexindo Tractors - Indoneisa
- South Luzon Thermal Energy Corporation
- Vizag Seaport Private Limited - India
- Banpu Public Company Limited - Thailand
- Antam Resourcindo - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Ministry of Finance - Indonesia
- Makarim & Taira - Indonesia
- Indian Oil Corporation Limited
- Indian Energy Exchange, India
- VISA Power Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Karaikal Port Pvt Ltd - India
- Deloitte Consulting - India
- Grasim Industreis Ltd - India
- Wilmar Investment Holdings
- Energy Link Ltd, New Zealand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Madhucon Powers Ltd - India
- Baramulti Group, Indonesia
- Riau Bara Harum - Indonesia
- PTC India Limited - India
- Posco Energy - South Korea
- Chettinad Cement Corporation Ltd - India
- Mercuria Energy - Indonesia
- Indika Energy - Indonesia
- Rio Tinto Coal - Australia
- Alfred C Toepfer International GmbH - Germany
- Sinarmas Energy and Mining - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Central Electricity Authority - India
- Kaltim Prima Coal - Indonesia
- Barasentosa Lestari - Indonesia
- Directorate Of Revenue Intelligence - India
- Krishnapatnam Port Company Ltd. - India
- Carbofer General Trading SA - India
- Miang Besar Coal Terminal - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Gujarat Electricity Regulatory Commission - India
- Kartika Selabumi Mining - Indonesia
|
| |
| |
|
