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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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Monday, 16 September 19
COLOMBIAN COAL PRODUCTION TO FALL 5% THIS YEAR, MINING GROUP SAYS - REUTERS
Colombia’s coal production will decline to around 80 million tonnes in 2019, nearly 5% below last year’s, because of low prices and dro ...
Monday, 16 September 19
THE COAL-D SHOULDER? - BALTIC EXCHANGE
Good fortune and the number 13 don’t usually go hand in hand, but when it comes to coal, 2013 actually seems to have been the commodity&rsquo ...
Monday, 16 September 19
SCRUBBERS AND FUEL PROFIT SHARE CLAUSES - CLYDE&CO
From 1 January 2020, Regulation 14 of MARPOL Annex VI provides that the sulphur content in fuel oil used on board ships shall be reduced from a max ...
Monday, 16 September 19
KOREA SOUTH-EAST POWER INVITES BIDS FOR MAX 1,290,000 METRIC TONS OF STEAMING COAL
COALspot.com: South Korea’s Korea East-West Power Co. Ltd has issued an international tender for total 1,290,000 Metric Tons steam coal.
...
Sunday, 15 September 19
SUPRAMAX / ULTRAMAX: MORE STEMS WERE NOTICED GOING TO VIETNAM FROM INDONESIA - BALTIC BRIEFING
Capesize
Overall it was a negative week for the Capesize market, with many routes losing ground. A limited amount of time charter appeare ...
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- South Luzon Thermal Energy Corporation
- Gujarat Electricity Regulatory Commission - India
- India Bulls Power Limited - India
- Vizag Seaport Private Limited - India
- Marubeni Corporation - India
- Altura Mining Limited, Indonesia
- Attock Cement Pakistan Limited
- Kepco SPC Power Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- Agrawal Coal Company - India
- Wilmar Investment Holdings
- Kapuas Tunggal Persada - Indonesia
- Indika Energy - Indonesia
- Medco Energi Mining Internasional
- Intertek Mineral Services - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Carbofer General Trading SA - India
- Commonwealth Bank - Australia
- Bulk Trading Sa - Switzerland
- White Energy Company Limited
- Energy Link Ltd, New Zealand
- Jindal Steel & Power Ltd - India
- Tata Chemicals Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Renaissance Capital - South Africa
- Formosa Plastics Group - Taiwan
- Lanco Infratech Ltd - India
- Thai Mozambique Logistica
- McConnell Dowell - Australia
- Merrill Lynch Commodities Europe
- Bangladesh Power Developement Board
- GVK Power & Infra Limited - India
- IEA Clean Coal Centre - UK
- Iligan Light & Power Inc, Philippines
- Sarangani Energy Corporation, Philippines
- Central Java Power - Indonesia
- Interocean Group of Companies - India
- Samtan Co., Ltd - South Korea
- Wood Mackenzie - Singapore
- Videocon Industries ltd - India
- Electricity Generating Authority of Thailand
- European Bulk Services B.V. - Netherlands
- Petrochimia International Co. Ltd.- Taiwan
- Kideco Jaya Agung - Indonesia
- London Commodity Brokers - England
- Alfred C Toepfer International GmbH - Germany
- Ministry of Mines - Canada
- Directorate Of Revenue Intelligence - India
- Oldendorff Carriers - Singapore
- Georgia Ports Authority, United States
- Orica Mining Services - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Mintek Dendrill Indonesia
- Star Paper Mills Limited - India
- Posco Energy - South Korea
- Edison Trading Spa - Italy
- Bayan Resources Tbk. - Indonesia
- Rashtriya Ispat Nigam Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Electricity Authority, New Zealand
- PTC India Limited - India
- Billiton Holdings Pty Ltd - Australia
- Toyota Tsusho Corporation, Japan
- VISA Power Limited - India
- Tamil Nadu electricity Board
- Parliament of New Zealand
- Sree Jayajothi Cements Limited - India
- Binh Thuan Hamico - Vietnam
- The State Trading Corporation of India Ltd
- Malabar Cements Ltd - India
- Sakthi Sugars Limited - India
- Deloitte Consulting - India
- TeaM Sual Corporation - Philippines
- Mercator Lines Limited - India
- Karaikal Port Pvt Ltd - India
- Dalmia Cement Bharat India
- Coalindo Energy - Indonesia
- Bhoruka Overseas - Indonesia
- Romanian Commodities Exchange
- Baramulti Group, Indonesia
- Eastern Energy - Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ministry of Transport, Egypt
- PNOC Exploration Corporation - Philippines
- Sindya Power Generating Company Private Ltd
- Africa Commodities Group - South Africa
- Pendopo Energi Batubara - Indonesia
- Chamber of Mines of South Africa
- Parry Sugars Refinery, India
- Global Coal Blending Company Limited - Australia
- LBH Netherlands Bv - Netherlands
- Sojitz Corporation - Japan
- Makarim & Taira - Indonesia
- Global Green Power PLC Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- Kartika Selabumi Mining - Indonesia
- ASAPP Information Group - India
- Gujarat Sidhee Cement - India
- MS Steel International - UAE
- Ind-Barath Power Infra Limited - India
- Indo Tambangraya Megah - Indonesia
- Bharathi Cement Corporation - India
- Leighton Contractors Pty Ltd - Australia
- Standard Chartered Bank - UAE
- Manunggal Multi Energi - Indonesia
- Mjunction Services Limited - India
- Goldman Sachs - Singapore
- Ceylon Electricity Board - Sri Lanka
- Vedanta Resources Plc - India
- Ministry of Finance - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Kaltim Prima Coal - Indonesia
- Aboitiz Power Corporation - Philippines
- San Jose City I Power Corp, Philippines
- GAC Shipping (India) Pvt Ltd
- Singapore Mercantile Exchange
- The University of Queensland
- Independent Power Producers Association of India
- Thiess Contractors Indonesia
- Holcim Trading Pte Ltd - Singapore
- Riau Bara Harum - Indonesia
- Siam City Cement PLC, Thailand
- Trasteel International SA, Italy
- Energy Development Corp, Philippines
- SMG Consultants - Indonesia
- Kumho Petrochemical, South Korea
- Indian Oil Corporation Limited
- Eastern Coal Council - USA
- Cigading International Bulk Terminal - Indonesia
- Semirara Mining Corp, Philippines
- Indian Energy Exchange, India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kobexindo Tractors - Indoneisa
- Meenaskhi Energy Private Limited - India
- Orica Australia Pty. Ltd.
- OPG Power Generation Pvt Ltd - India
- Coal and Oil Company - UAE
- Bhushan Steel Limited - India
- Australian Coal Association
- ICICI Bank Limited - India
- Essar Steel Hazira Ltd - India
- Barasentosa Lestari - Indonesia
- Coastal Gujarat Power Limited - India
- Global Business Power Corporation, Philippines
- Aditya Birla Group - India
- Borneo Indobara - Indonesia
- Bukit Baiduri Energy - Indonesia
- Indogreen Group - Indonesia
- The Treasury - Australian Government
- Straits Asia Resources Limited - Singapore
- Rio Tinto Coal - Australia
- Indonesian Coal Mining Association
- Asmin Koalindo Tuhup - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Maharashtra Electricity Regulatory Commission - India
- Chettinad Cement Corporation Ltd - India
- Ambuja Cements Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Meralco Power Generation, Philippines
- Banpu Public Company Limited - Thailand
- Central Electricity Authority - India
- Salva Resources Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Bhatia International Limited - India
- Cement Manufacturers Association - India
- GN Power Mariveles Coal Plant, Philippines
- Globalindo Alam Lestari - Indonesia
- Economic Council, Georgia
- Australian Commodity Traders Exchange
- Savvy Resources Ltd - HongKong
- Power Finance Corporation Ltd., India
- CIMB Investment Bank - Malaysia
- Madhucon Powers Ltd - India
- Sinarmas Energy and Mining - Indonesia
- SN Aboitiz Power Inc, Philippines
- IHS Mccloskey Coal Group - USA
- Port Waratah Coal Services - Australia
- PowerSource Philippines DevCo
- Mercuria Energy - Indonesia
- International Coal Ventures Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Uttam Galva Steels Limited - India
- Therma Luzon, Inc, Philippines
- Minerals Council of Australia
- Jaiprakash Power Ventures ltd
- Bukit Asam (Persero) Tbk - Indonesia
- Siam City Cement - Thailand
- Petron Corporation, Philippines
- CNBM International Corporation - China
- Sical Logistics Limited - India
- AsiaOL BioFuels Corp., Philippines
- Timah Investasi Mineral - Indoneisa
- Xindia Steels Limited - India
- Krishnapatnam Port Company Ltd. - India
- Metalloyd Limited - United Kingdom
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- SMC Global Power, Philippines
- New Zealand Coal & Carbon
- Jorong Barutama Greston.PT - Indonesia
- Latin American Coal - Colombia
- Karbindo Abesyapradhi - Indoneisa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GMR Energy Limited - India
- Miang Besar Coal Terminal - Indonesia
- Grasim Industreis Ltd - India
- Larsen & Toubro Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Planning Commission, India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Heidelberg Cement - Germany
- Anglo American - United Kingdom
- Antam Resourcindo - Indonesia
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