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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, 21 October 20
INDIA: THE COMMERCIALISATION OF COAL BLOCKS WILL BENEFIT THE ECONOMY - HINDU BUSINESS LINE
As the government of India receives 76 bids for 23 coal mines against the 38 up on auction, what does this commercialisation of coal block allocati ...
Wednesday, 21 October 20
MARKET INSIGHT - INTERMODAL
The second wave of COVID-19 is now a reality; offices are closing again, and stricter rules and regulations are being implemented in public spaces. ...
Tuesday, 20 October 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.82 PCT - XINHUA
China Taiyuan coal transaction price index stood at 127.49 points Monday, up 0.82 percent week on week.
The index, released by China ...
Tuesday, 20 October 20
BIMCO 'SHIPLEASE' TERM SHEET - WATSON FARLEY & WILLIAMS
KNOWLEDGE TO ELEVATE
The ever-growing importance of sale and leaseback transactions as an alternative to financing ships by way of loan, makes ...
Friday, 16 October 20
KOMIPO ON BEHALF OF K GENCO'S INVITED BIDS FOR TOTAL 715,000 MT MIN. 5,700 NAR COAL FOR DECEMBER
COALspot.com: Korea Midland Power Co., Ltd (KOMIPO) on behalf of EWP, KOSPO, KOSEP and KOWEPO has issued an international tender for total 715,000& ...
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- Ind-Barath Power Infra Limited - India
- CNBM International Corporation - China
- Bhoruka Overseas - Indonesia
- Formosa Plastics Group - Taiwan
- Mjunction Services Limited - India
- Price Waterhouse Coopers - Russia
- Semirara Mining and Power Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Edison Trading Spa - Italy
- PTC India Limited - India
- McConnell Dowell - Australia
- Vedanta Resources Plc - India
- Makarim & Taira - Indonesia
- Planning Commission, India
- Latin American Coal - Colombia
- GVK Power & Infra Limited - India
- Energy Link Ltd, New Zealand
- Baramulti Group, Indonesia
- Riau Bara Harum - Indonesia
- Kobexindo Tractors - Indoneisa
- Australian Coal Association
- Jaiprakash Power Ventures ltd
- Borneo Indobara - Indonesia
- SMC Global Power, Philippines
- Economic Council, Georgia
- Larsen & Toubro Limited - India
- Kaltim Prima Coal - Indonesia
- Mercator Lines Limited - India
- Siam City Cement PLC, Thailand
- Uttam Galva Steels Limited - India
- Indika Energy - Indonesia
- Oldendorff Carriers - Singapore
- Global Business Power Corporation, Philippines
- Goldman Sachs - Singapore
- Ambuja Cements Ltd - India
- Banpu Public Company Limited - Thailand
- Singapore Mercantile Exchange
- Indonesian Coal Mining Association
- SN Aboitiz Power Inc, Philippines
- Eastern Energy - Thailand
- Electricity Authority, New Zealand
- Wilmar Investment Holdings
- Marubeni Corporation - India
- Kalimantan Lumbung Energi - Indonesia
- Australian Commodity Traders Exchange
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Holcim Trading Pte Ltd - Singapore
- Essar Steel Hazira Ltd - India
- Tata Chemicals Ltd - India
- Bangladesh Power Developement Board
- Manunggal Multi Energi - Indonesia
- Binh Thuan Hamico - Vietnam
- Bharathi Cement Corporation - India
- Alfred C Toepfer International GmbH - Germany
- Carbofer General Trading SA - India
- Gujarat Sidhee Cement - India
- Kepco SPC Power Corporation, Philippines
- Mercuria Energy - Indonesia
- Xindia Steels Limited - India
- Posco Energy - South Korea
- Trasteel International SA, Italy
- Electricity Generating Authority of Thailand
- Renaissance Capital - South Africa
- Jindal Steel & Power Ltd - India
- Africa Commodities Group - South Africa
- Karbindo Abesyapradhi - Indoneisa
- Coastal Gujarat Power Limited - India
- ASAPP Information Group - India
- Meralco Power Generation, Philippines
- Interocean Group of Companies - India
- Kohat Cement Company Ltd. - Pakistan
- ICICI Bank Limited - India
- Coalindo Energy - Indonesia
- GAC Shipping (India) Pvt Ltd
- Savvy Resources Ltd - HongKong
- Toyota Tsusho Corporation, Japan
- Rashtriya Ispat Nigam Limited - India
- Independent Power Producers Association of India
- Simpson Spence & Young - Indonesia
- India Bulls Power Limited - India
- Power Finance Corporation Ltd., India
- Leighton Contractors Pty Ltd - Australia
- Madhucon Powers Ltd - India
- Vizag Seaport Private Limited - India
- Cigading International Bulk Terminal - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Cement Manufacturers Association - India
- Pendopo Energi Batubara - Indonesia
- Kartika Selabumi Mining - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bulk Trading Sa - Switzerland
- Parry Sugars Refinery, India
- Bhushan Steel Limited - India
- Thiess Contractors Indonesia
- Central Java Power - Indonesia
- London Commodity Brokers - England
- South Luzon Thermal Energy Corporation
- Indian Oil Corporation Limited
- IEA Clean Coal Centre - UK
- Antam Resourcindo - Indonesia
- Barasentosa Lestari - Indonesia
- Commonwealth Bank - Australia
- Central Electricity Authority - India
- Iligan Light & Power Inc, Philippines
- PNOC Exploration Corporation - Philippines
- Metalloyd Limited - United Kingdom
- Jorong Barutama Greston.PT - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- GN Power Mariveles Coal Plant, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Georgia Ports Authority, United States
- Intertek Mineral Services - Indonesia
- Chamber of Mines of South Africa
- Romanian Commodities Exchange
- AsiaOL BioFuels Corp., Philippines
- Thai Mozambique Logistica
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bhatia International Limited - India
- Kumho Petrochemical, South Korea
- Neyveli Lignite Corporation Ltd, - India
- Wood Mackenzie - Singapore
- Indo Tambangraya Megah - Indonesia
- GMR Energy Limited - India
- Deloitte Consulting - India
- Dalmia Cement Bharat India
- Salva Resources Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Standard Chartered Bank - UAE
- Eastern Coal Council - USA
- Sree Jayajothi Cements Limited - India
- Bukit Baiduri Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Grasim Industreis Ltd - India
- Rio Tinto Coal - Australia
- Samtan Co., Ltd - South Korea
- PowerSource Philippines DevCo
- Orica Mining Services - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Ministry of Finance - Indonesia
- Anglo American - United Kingdom
- Directorate Of Revenue Intelligence - India
- Miang Besar Coal Terminal - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- Karaikal Port Pvt Ltd - India
- Altura Mining Limited, Indonesia
- OPG Power Generation Pvt Ltd - India
- International Coal Ventures Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- Sojitz Corporation - Japan
- Sakthi Sugars Limited - India
- Siam City Cement - Thailand
- CIMB Investment Bank - Malaysia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Port Waratah Coal Services - Australia
- Energy Development Corp, Philippines
- Mintek Dendrill Indonesia
- LBH Netherlands Bv - Netherlands
- Indian Energy Exchange, India
- Attock Cement Pakistan Limited
- Maheswari Brothers Coal Limited - India
- Meenaskhi Energy Private Limited - India
- Tamil Nadu electricity Board
- Bahari Cakrawala Sebuku - Indonesia
- Minerals Council of Australia
- Medco Energi Mining Internasional
- Bank of Tokyo Mitsubishi UFJ Ltd
- Aditya Birla Group - India
- San Jose City I Power Corp, Philippines
- Timah Investasi Mineral - Indoneisa
- Maharashtra Electricity Regulatory Commission - India
- Coal and Oil Company - UAE
- Globalindo Alam Lestari - Indonesia
- The State Trading Corporation of India Ltd
- New Zealand Coal & Carbon
- Videocon Industries ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Ministry of Mines - Canada
- Straits Asia Resources Limited - Singapore
- Sindya Power Generating Company Private Ltd
- Bukit Makmur.PT - Indonesia
- Therma Luzon, Inc, Philippines
- TeaM Sual Corporation - Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Ministry of Transport, Egypt
- Global Coal Blending Company Limited - Australia
- Semirara Mining Corp, Philippines
- Sical Logistics Limited - India
- Parliament of New Zealand
- Merrill Lynch Commodities Europe
- Sarangani Energy Corporation, Philippines
- Petron Corporation, Philippines
- Orica Australia Pty. Ltd.
- Global Green Power PLC Corporation, Philippines
- SMG Consultants - Indonesia
- Indogreen Group - Indonesia
- Star Paper Mills Limited - India
- White Energy Company Limited
- Bayan Resources Tbk. - Indonesia
- Lanco Infratech Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Gujarat Electricity Regulatory Commission - India
- VISA Power Limited - India
- Kideco Jaya Agung - Indonesia
- The Treasury - Australian Government
- MS Steel International - UAE
- Agrawal Coal Company - India
- Heidelberg Cement - Germany
- Directorate General of MIneral and Coal - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Malabar Cements Ltd - India
- The University of Queensland
- Kapuas Tunggal Persada - Indonesia
- European Bulk Services B.V. - Netherlands
- Ceylon Electricity Board - Sri Lanka
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