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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, 04 September 19
SHIPPING MARKET INSIGHT - INTERMODAL
For yet another time, the market seems to have its own drivers. After a very disappointing first half, the recent recovery in the shipping market i ...
Tuesday, 20 August 19
NORDEN HAS BEEN AWARDED A 3-YEAR CONTRACT FOR THE TRANSPORTATION OF COAL FROM INDONESIA TO HONG KONG
NORDEN has been awarded a 3-year contract with a power company in Hong Kong for the transportation of coal from Indonesia to Hong Kong.
...
Tuesday, 20 August 19
THE AUGUST 2019 INDONESIAN COAL PRICE REFERENCE POSTS THE FIRST MONTHLY GAIN SINCE AUGUST 2018
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised up the benchmark price of Indonesian thermal co ...
Monday, 19 August 19
INDONESIAN COAL RUNS, A 82,000DWT SHIP WAS FIXED DELIVERY CHINA VIA INDONESIA, REDELIVERY JAPAN, IN THE MID $16,000S - BALTIC BRIEFING
Capesize
The Capesize market was buoyant in both basins this week, posting gains across the board. After bottoming out the previous week, rates ...
Sunday, 11 August 19
ULTRAMAX: A 58,000DWT VESSEL OPEN KEMAMAN FIXED FOR TWO TO THREE LADEN LEGS, REDELIVERY SINGAPORE-JAPAN, AT $12,250 - BALTIC BRIEFING
Capesize
With typhoon Lekima gathering pace, numerous China ports were closed by the end of the week and will likely be for two to three days. ...
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- GN Power Mariveles Coal Plant, Philippines
- GVK Power & Infra Limited - India
- Mercuria Energy - Indonesia
- Global Business Power Corporation, Philippines
- Bulk Trading Sa - Switzerland
- Electricity Authority, New Zealand
- Aboitiz Power Corporation - Philippines
- Sindya Power Generating Company Private Ltd
- Anglo American - United Kingdom
- MS Steel International - UAE
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Mercator Lines Limited - India
- Kartika Selabumi Mining - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Karaikal Port Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- The State Trading Corporation of India Ltd
- Globalindo Alam Lestari - Indonesia
- IHS Mccloskey Coal Group - USA
- Attock Cement Pakistan Limited
- Deloitte Consulting - India
- Pendopo Energi Batubara - Indonesia
- Toyota Tsusho Corporation, Japan
- Bukit Makmur.PT - Indonesia
- Straits Asia Resources Limited - Singapore
- Iligan Light & Power Inc, Philippines
- Bhoruka Overseas - Indonesia
- Petron Corporation, Philippines
- Indika Energy - Indonesia
- Samtan Co., Ltd - South Korea
- Intertek Mineral Services - Indonesia
- ASAPP Information Group - India
- Edison Trading Spa - Italy
- Simpson Spence & Young - Indonesia
- Therma Luzon, Inc, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Sojitz Corporation - Japan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Central Electricity Authority - India
- London Commodity Brokers - England
- Petrochimia International Co. Ltd.- Taiwan
- Coalindo Energy - Indonesia
- Parliament of New Zealand
- Savvy Resources Ltd - HongKong
- Goldman Sachs - Singapore
- Orica Mining Services - Indonesia
- Madhucon Powers Ltd - India
- Sree Jayajothi Cements Limited - India
- Kepco SPC Power Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Borneo Indobara - Indonesia
- Bhushan Steel Limited - India
- Grasim Industreis Ltd - India
- Orica Australia Pty. Ltd.
- Siam City Cement - Thailand
- GAC Shipping (India) Pvt Ltd
- Ministry of Finance - Indonesia
- Binh Thuan Hamico - Vietnam
- Commonwealth Bank - Australia
- Miang Besar Coal Terminal - Indonesia
- Rio Tinto Coal - Australia
- Riau Bara Harum - Indonesia
- Eastern Coal Council - USA
- Formosa Plastics Group - Taiwan
- Chamber of Mines of South Africa
- Ambuja Cements Ltd - India
- Timah Investasi Mineral - Indoneisa
- Bayan Resources Tbk. - Indonesia
- Africa Commodities Group - South Africa
- Kumho Petrochemical, South Korea
- India Bulls Power Limited - India
- Vizag Seaport Private Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Ministry of Mines - Canada
- Indian Oil Corporation Limited
- Siam City Cement PLC, Thailand
- Bukit Baiduri Energy - Indonesia
- Tamil Nadu electricity Board
- Directorate General of MIneral and Coal - Indonesia
- Semirara Mining Corp, Philippines
- Renaissance Capital - South Africa
- Energy Link Ltd, New Zealand
- Meenaskhi Energy Private Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Wilmar Investment Holdings
- Sakthi Sugars Limited - India
- Medco Energi Mining Internasional
- Energy Development Corp, Philippines
- Marubeni Corporation - India
- Singapore Mercantile Exchange
- Larsen & Toubro Limited - India
- VISA Power Limited - India
- LBH Netherlands Bv - Netherlands
- Gujarat Electricity Regulatory Commission - India
- The University of Queensland
- South Luzon Thermal Energy Corporation
- Posco Energy - South Korea
- Kaltim Prima Coal - Indonesia
- Agrawal Coal Company - India
- International Coal Ventures Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Parry Sugars Refinery, India
- PTC India Limited - India
- Kapuas Tunggal Persada - Indonesia
- Planning Commission, India
- New Zealand Coal & Carbon
- Oldendorff Carriers - Singapore
- Latin American Coal - Colombia
- Kohat Cement Company Ltd. - Pakistan
- Indonesian Coal Mining Association
- European Bulk Services B.V. - Netherlands
- Trasteel International SA, Italy
- Metalloyd Limited - United Kingdom
- Ministry of Transport, Egypt
- Coastal Gujarat Power Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Makarim & Taira - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Gujarat Sidhee Cement - India
- Port Waratah Coal Services - Australia
- Australian Coal Association
- Australian Commodity Traders Exchange
- TeaM Sual Corporation - Philippines
- The Treasury - Australian Government
- CNBM International Corporation - China
- Georgia Ports Authority, United States
- McConnell Dowell - Australia
- Krishnapatnam Port Company Ltd. - India
- ICICI Bank Limited - India
- Tata Chemicals Ltd - India
- Xindia Steels Limited - India
- Indogreen Group - Indonesia
- Interocean Group of Companies - India
- Eastern Energy - Thailand
- Kalimantan Lumbung Energi - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Price Waterhouse Coopers - Russia
- Altura Mining Limited, Indonesia
- IEA Clean Coal Centre - UK
- Uttam Galva Steels Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Antam Resourcindo - Indonesia
- Global Coal Blending Company Limited - Australia
- Maheswari Brothers Coal Limited - India
- Standard Chartered Bank - UAE
- Pipit Mutiara Jaya. PT, Indonesia
- Kideco Jaya Agung - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Meralco Power Generation, Philippines
- Semirara Mining and Power Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- PNOC Exploration Corporation - Philippines
- Barasentosa Lestari - Indonesia
- Thiess Contractors Indonesia
- SMG Consultants - Indonesia
- Mintek Dendrill Indonesia
- Ind-Barath Power Infra Limited - India
- Thai Mozambique Logistica
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Sinarmas Energy and Mining - Indonesia
- Central Java Power - Indonesia
- Aditya Birla Group - India
- Minerals Council of Australia
- Bhatia International Limited - India
- Malabar Cements Ltd - India
- Independent Power Producers Association of India
- Heidelberg Cement - Germany
- Vedanta Resources Plc - India
- Sarangani Energy Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Economic Council, Georgia
- Essar Steel Hazira Ltd - India
- Star Paper Mills Limited - India
- Salva Resources Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- Cement Manufacturers Association - India
- Holcim Trading Pte Ltd - Singapore
- Billiton Holdings Pty Ltd - Australia
- Karbindo Abesyapradhi - Indoneisa
- SMC Global Power, Philippines
- CIMB Investment Bank - Malaysia
- Ceylon Electricity Board - Sri Lanka
- Merrill Lynch Commodities Europe
- Chettinad Cement Corporation Ltd - India
- Jindal Steel & Power Ltd - India
- Power Finance Corporation Ltd., India
- Mjunction Services Limited - India
- Cigading International Bulk Terminal - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Global Green Power PLC Corporation, Philippines
- Carbofer General Trading SA - India
- Bharathi Cement Corporation - India
- San Jose City I Power Corp, Philippines
- Baramulti Group, Indonesia
- Leighton Contractors Pty Ltd - Australia
- Indian Energy Exchange, India
- PowerSource Philippines DevCo
- Romanian Commodities Exchange
- Lanco Infratech Ltd - India
- White Energy Company Limited
- Dalmia Cement Bharat India
- Wood Mackenzie - Singapore
- Coal and Oil Company - UAE
- Bangladesh Power Developement Board
- Jaiprakash Power Ventures ltd
- Videocon Industries ltd - India
- OPG Power Generation Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- GMR Energy Limited - India
- Indo Tambangraya Megah - Indonesia
- Electricity Generating Authority of Thailand
- Sical Logistics Limited - India
- Alfred C Toepfer International GmbH - Germany
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