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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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Tuesday, 07 July 20
WHAT DOES THE PATHWAY TO A NET-ZERO ECONOMY LOOK LIKE FOR MINERS? - WOOD MACKENZIE
Wind, solar, electric vehicles, stationary storage and transmission are all central to achieving the Paris Agreement decarbonisation goals.
&nb ...
Monday, 06 July 20
INDONESIAN COAL PRICE REFERENCE IN FREE FALL
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down again the benchmark price of Indonesian th ...
Monday, 06 July 20
SUPRAMAX: A 58,000-DWT FIXING DELIVERY VIETNAM TRIP VIA INDONESIA RE-DELIVERY WEST INDIA IN THE LOW $4,000S
Capesize
The Capesize market continues to go from strength to strength, as rates reach highs not seen since September last year. The rally is p ...
Thursday, 02 July 20
PRIVATE COAL MINING MAY SEE WEAK INVESTOR SENTIMENT: ICRA - LIVEMINT
The prospects of commercial coal mining in India may be dimmer than initially expected because of the expected shift in India’s energy mix fr ...
Wednesday, 01 July 20
THERMAL COAL OPTIONS TRADING LAUNCHED IN CHINA'S ZHENGZHOU - XINHUA
Thermal coal options started trading on the Zhengzhou Commodity Exchange (ZCE) in central China’s Henan Province Tuesday.
It i ...
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- European Bulk Services B.V. - Netherlands
- PTC India Limited - India
- Indian Oil Corporation Limited
- Xindia Steels Limited - India
- Borneo Indobara - Indonesia
- Straits Asia Resources Limited - Singapore
- Deloitte Consulting - India
- Bhatia International Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Petron Corporation, Philippines
- Commonwealth Bank - Australia
- Australian Commodity Traders Exchange
- The Treasury - Australian Government
- Port Waratah Coal Services - Australia
- Coal and Oil Company - UAE
- Mintek Dendrill Indonesia
- Holcim Trading Pte Ltd - Singapore
- Oldendorff Carriers - Singapore
- SMG Consultants - Indonesia
- Global Coal Blending Company Limited - Australia
- Mercator Lines Limited - India
- Bulk Trading Sa - Switzerland
- Bhushan Steel Limited - India
- Formosa Plastics Group - Taiwan
- Bayan Resources Tbk. - Indonesia
- Marubeni Corporation - India
- Chamber of Mines of South Africa
- Vizag Seaport Private Limited - India
- Indika Energy - Indonesia
- International Coal Ventures Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Toyota Tsusho Corporation, Japan
- PNOC Exploration Corporation - Philippines
- Billiton Holdings Pty Ltd - Australia
- Minerals Council of Australia
- Kartika Selabumi Mining - Indonesia
- Mercuria Energy - Indonesia
- Siam City Cement - Thailand
- Larsen & Toubro Limited - India
- Alfred C Toepfer International GmbH - Germany
- Timah Investasi Mineral - Indoneisa
- Tata Chemicals Ltd - India
- Indogreen Group - Indonesia
- Riau Bara Harum - Indonesia
- LBH Netherlands Bv - Netherlands
- Maharashtra Electricity Regulatory Commission - India
- Karaikal Port Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Metalloyd Limited - United Kingdom
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Lanco Infratech Ltd - India
- ICICI Bank Limited - India
- Orica Mining Services - Indonesia
- Tamil Nadu electricity Board
- GAC Shipping (India) Pvt Ltd
- Posco Energy - South Korea
- Cement Manufacturers Association - India
- Directorate General of MIneral and Coal - Indonesia
- SN Aboitiz Power Inc, Philippines
- Coastal Gujarat Power Limited - India
- Simpson Spence & Young - Indonesia
- Interocean Group of Companies - India
- Rio Tinto Coal - Australia
- Miang Besar Coal Terminal - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Samtan Co., Ltd - South Korea
- San Jose City I Power Corp, Philippines
- Thai Mozambique Logistica
- Goldman Sachs - Singapore
- New Zealand Coal & Carbon
- Ind-Barath Power Infra Limited - India
- South Luzon Thermal Energy Corporation
- Edison Trading Spa - Italy
- Independent Power Producers Association of India
- Global Green Power PLC Corporation, Philippines
- PowerSource Philippines DevCo
- Parry Sugars Refinery, India
- Intertek Mineral Services - Indonesia
- Meenaskhi Energy Private Limited - India
- White Energy Company Limited
- Makarim & Taira - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Jaiprakash Power Ventures ltd
- CNBM International Corporation - China
- OPG Power Generation Pvt Ltd - India
- Indonesian Coal Mining Association
- Trasteel International SA, Italy
- Semirara Mining and Power Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Energy Link Ltd, New Zealand
- Aditya Birla Group - India
- MS Steel International - UAE
- Gujarat Sidhee Cement - India
- Kapuas Tunggal Persada - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Eastern Coal Council - USA
- Videocon Industries ltd - India
- Pendopo Energi Batubara - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Ministry of Finance - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kohat Cement Company Ltd. - Pakistan
- Ambuja Cements Ltd - India
- Directorate Of Revenue Intelligence - India
- Central Electricity Authority - India
- Gujarat Mineral Development Corp Ltd - India
- VISA Power Limited - India
- Australian Coal Association
- McConnell Dowell - Australia
- Baramulti Group, Indonesia
- Ministry of Transport, Egypt
- Siam City Cement PLC, Thailand
- Eastern Energy - Thailand
- Gujarat Electricity Regulatory Commission - India
- Renaissance Capital - South Africa
- GVK Power & Infra Limited - India
- Dalmia Cement Bharat India
- Georgia Ports Authority, United States
- Merrill Lynch Commodities Europe
- Thiess Contractors Indonesia
- Central Java Power - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Chettinad Cement Corporation Ltd - India
- The University of Queensland
- Sree Jayajothi Cements Limited - India
- Meralco Power Generation, Philippines
- ASAPP Information Group - India
- Aboitiz Power Corporation - Philippines
- Vedanta Resources Plc - India
- Kobexindo Tractors - Indoneisa
- Orica Australia Pty. Ltd.
- Heidelberg Cement - Germany
- Kaltim Prima Coal - Indonesia
- Maheswari Brothers Coal Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Bangladesh Power Developement Board
- Indo Tambangraya Megah - Indonesia
- Bhoruka Overseas - Indonesia
- Manunggal Multi Energi - Indonesia
- Sojitz Corporation - Japan
- Carbofer General Trading SA - India
- Power Finance Corporation Ltd., India
- Sarangani Energy Corporation, Philippines
- London Commodity Brokers - England
- Wilmar Investment Holdings
- Therma Luzon, Inc, Philippines
- Singapore Mercantile Exchange
- Grasim Industreis Ltd - India
- Global Business Power Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Banpu Public Company Limited - Thailand
- Globalindo Alam Lestari - Indonesia
- Sakthi Sugars Limited - India
- Rashtriya Ispat Nigam Limited - India
- IEA Clean Coal Centre - UK
- Indian Energy Exchange, India
- Semirara Mining Corp, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ministry of Mines - Canada
- PetroVietnam Power Coal Import and Supply Company
- Karbindo Abesyapradhi - Indoneisa
- Kepco SPC Power Corporation, Philippines
- Sical Logistics Limited - India
- Economic Council, Georgia
- Bukit Makmur.PT - Indonesia
- CIMB Investment Bank - Malaysia
- Salva Resources Pvt Ltd - India
- Star Paper Mills Limited - India
- Medco Energi Mining Internasional
- Sindya Power Generating Company Private Ltd
- Parliament of New Zealand
- Anglo American - United Kingdom
- Electricity Generating Authority of Thailand
- Krishnapatnam Port Company Ltd. - India
- Energy Development Corp, Philippines
- Romanian Commodities Exchange
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Asmin Koalindo Tuhup - Indonesia
- Latin American Coal - Colombia
- Iligan Light & Power Inc, Philippines
- SMC Global Power, Philippines
- Bharathi Cement Corporation - India
- GMR Energy Limited - India
- Uttam Galva Steels Limited - India
- Africa Commodities Group - South Africa
- Price Waterhouse Coopers - Russia
- Barasentosa Lestari - Indonesia
- Kumho Petrochemical, South Korea
- Planning Commission, India
- Savvy Resources Ltd - HongKong
- Jorong Barutama Greston.PT - Indonesia
- Electricity Authority, New Zealand
- India Bulls Power Limited - India
- The State Trading Corporation of India Ltd
- Coalindo Energy - Indonesia
- Attock Cement Pakistan Limited
- Kalimantan Lumbung Energi - Indonesia
- IHS Mccloskey Coal Group - USA
- Mjunction Services Limited - India
- Antam Resourcindo - Indonesia
- Madhucon Powers Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Altura Mining Limited, Indonesia
- Standard Chartered Bank - UAE
- TeaM Sual Corporation - Philippines
- Jindal Steel & Power Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bukit Baiduri Energy - Indonesia
- Malabar Cements Ltd - India
- Wood Mackenzie - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Binh Thuan Hamico - Vietnam
- Vijayanagar Sugar Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Agrawal Coal Company - India
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