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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, 31 July 19
SHIPPING MARKET INSIGHT - INTERMODAL
It was a fairly busy week in the dry S&P market. Despite the ease of Capesize rates which impacted Panamaxes as well, interest from potential b ...
Sunday, 28 July 19
ULTRAMAX - INDONESIAN COAL CARGOES SAW A 63,000DWT SHIP FIXING DELIVERY FOR A SOUTH CHINA TRIP VIA INDONESIA, REDELIVERY CHINA, AT $11,700 - BALTIC BRIEFING
Capesize
The market was a white knuckled ride this past week as a large downside movement shed value quickly leaving many in bewilderment. The ...
Wednesday, 24 July 19
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX DOWN 0.27 PCT - XINHUA
China Taiyuan coal transaction price index stood at 138.78 points Monday, down 0.27 percent week on week.
The index, released by Chi ...
Wednesday, 24 July 19
SHIPPING MARKET INSIGHT - INTERMODAL
Tonnes of ink has been spent analysing the rebound of the dry bulk market the last weeks with the most representative example being the rising perf ...
Wednesday, 24 July 19
COAL'S DEMISE QUICKENS IN EUROPE AS MARKET SHIFT IDLES PLANTS - BLOOMBERG
Commodity markets are stripping away the case for coal in Europe, moving quicker than government efforts to close the most polluting power plants.
...
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- Central Electricity Authority - India
- PTC India Limited - India
- VISA Power Limited - India
- Georgia Ports Authority, United States
- Vijayanagar Sugar Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sical Logistics Limited - India
- CNBM International Corporation - China
- New Zealand Coal & Carbon
- SMC Global Power, Philippines
- Krishnapatnam Port Company Ltd. - India
- Karaikal Port Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Iligan Light & Power Inc, Philippines
- Kepco SPC Power Corporation, Philippines
- Aditya Birla Group - India
- TeaM Sual Corporation - Philippines
- Baramulti Group, Indonesia
- Antam Resourcindo - Indonesia
- PowerSource Philippines DevCo
- Power Finance Corporation Ltd., India
- Videocon Industries ltd - India
- Kobexindo Tractors - Indoneisa
- Africa Commodities Group - South Africa
- Bukit Makmur.PT - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Parliament of New Zealand
- Kumho Petrochemical, South Korea
- Bukit Baiduri Energy - Indonesia
- Larsen & Toubro Limited - India
- Thiess Contractors Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Ministry of Finance - Indonesia
- Bhoruka Overseas - Indonesia
- Chamber of Mines of South Africa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Rashtriya Ispat Nigam Limited - India
- Bhatia International Limited - India
- Ambuja Cements Ltd - India
- Indian Oil Corporation Limited
- Essar Steel Hazira Ltd - India
- San Jose City I Power Corp, Philippines
- Intertek Mineral Services - Indonesia
- Renaissance Capital - South Africa
- Medco Energi Mining Internasional
- Metalloyd Limited - United Kingdom
- Kohat Cement Company Ltd. - Pakistan
- Price Waterhouse Coopers - Russia
- Bharathi Cement Corporation - India
- Indo Tambangraya Megah - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bhushan Steel Limited - India
- White Energy Company Limited
- Billiton Holdings Pty Ltd - Australia
- Asmin Koalindo Tuhup - Indonesia
- Mintek Dendrill Indonesia
- Altura Mining Limited, Indonesia
- Eastern Coal Council - USA
- Anglo American - United Kingdom
- Kapuas Tunggal Persada - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Marubeni Corporation - India
- Holcim Trading Pte Ltd - Singapore
- Coalindo Energy - Indonesia
- Mercator Lines Limited - India
- Ceylon Electricity Board - Sri Lanka
- McConnell Dowell - Australia
- Heidelberg Cement - Germany
- Rio Tinto Coal - Australia
- Agrawal Coal Company - India
- Chettinad Cement Corporation Ltd - India
- Electricity Generating Authority of Thailand
- Indika Energy - Indonesia
- Cement Manufacturers Association - India
- Gujarat Mineral Development Corp Ltd - India
- Sakthi Sugars Limited - India
- Mjunction Services Limited - India
- Parry Sugars Refinery, India
- Aboitiz Power Corporation - Philippines
- Singapore Mercantile Exchange
- Kideco Jaya Agung - Indonesia
- Xindia Steels Limited - India
- PNOC Exploration Corporation - Philippines
- Electricity Authority, New Zealand
- Trasteel International SA, Italy
- Edison Trading Spa - Italy
- Wood Mackenzie - Singapore
- MS Steel International - UAE
- Bukit Asam (Persero) Tbk - Indonesia
- Jindal Steel & Power Ltd - India
- Simpson Spence & Young - Indonesia
- Star Paper Mills Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Barasentosa Lestari - Indonesia
- Merrill Lynch Commodities Europe
- Coastal Gujarat Power Limited - India
- Bulk Trading Sa - Switzerland
- Directorate Of Revenue Intelligence - India
- Energy Development Corp, Philippines
- Formosa Plastics Group - Taiwan
- Oldendorff Carriers - Singapore
- Binh Thuan Hamico - Vietnam
- Tata Chemicals Ltd - India
- Attock Cement Pakistan Limited
- Pendopo Energi Batubara - Indonesia
- Malabar Cements Ltd - India
- Thai Mozambique Logistica
- Leighton Contractors Pty Ltd - Australia
- Economic Council, Georgia
- South Luzon Thermal Energy Corporation
- Indogreen Group - Indonesia
- Therma Luzon, Inc, Philippines
- Gujarat Sidhee Cement - India
- Directorate General of MIneral and Coal - Indonesia
- Madhucon Powers Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indian Energy Exchange, India
- Sojitz Corporation - Japan
- Toyota Tsusho Corporation, Japan
- ICICI Bank Limited - India
- Dalmia Cement Bharat India
- Riau Bara Harum - Indonesia
- Miang Besar Coal Terminal - Indonesia
- LBH Netherlands Bv - Netherlands
- Global Business Power Corporation, Philippines
- Interocean Group of Companies - India
- Maharashtra Electricity Regulatory Commission - India
- Romanian Commodities Exchange
- Bangladesh Power Developement Board
- GAC Shipping (India) Pvt Ltd
- Karbindo Abesyapradhi - Indoneisa
- SN Aboitiz Power Inc, Philippines
- Timah Investasi Mineral - Indoneisa
- Australian Commodity Traders Exchange
- Eastern Energy - Thailand
- Meralco Power Generation, Philippines
- European Bulk Services B.V. - Netherlands
- GVK Power & Infra Limited - India
- Coal and Oil Company - UAE
- Central Java Power - Indonesia
- Commonwealth Bank - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Port Waratah Coal Services - Australia
- Salva Resources Pvt Ltd - India
- Posco Energy - South Korea
- IHS Mccloskey Coal Group - USA
- The State Trading Corporation of India Ltd
- Uttam Galva Steels Limited - India
- Straits Asia Resources Limited - Singapore
- Ministry of Transport, Egypt
- Grasim Industreis Ltd - India
- London Commodity Brokers - England
- Lanco Infratech Ltd - India
- Energy Link Ltd, New Zealand
- Goldman Sachs - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Banpu Public Company Limited - Thailand
- Bahari Cakrawala Sebuku - Indonesia
- Latin American Coal - Colombia
- Kaltim Prima Coal - Indonesia
- Samtan Co., Ltd - South Korea
- Semirara Mining Corp, Philippines
- Globalindo Alam Lestari - Indonesia
- Jaiprakash Power Ventures ltd
- Carbofer General Trading SA - India
- Global Coal Blending Company Limited - Australia
- Jorong Barutama Greston.PT - Indonesia
- Meenaskhi Energy Private Limited - India
- Kartika Selabumi Mining - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Vizag Seaport Private Limited - India
- Wilmar Investment Holdings
- Independent Power Producers Association of India
- The Treasury - Australian Government
- Deloitte Consulting - India
- Standard Chartered Bank - UAE
- International Coal Ventures Pvt Ltd - India
- Borneo Indobara - Indonesia
- Global Green Power PLC Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- The University of Queensland
- Sree Jayajothi Cements Limited - India
- Vedanta Resources Plc - India
- Planning Commission, India
- Tamil Nadu electricity Board
- OPG Power Generation Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- Mercuria Energy - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- CIMB Investment Bank - Malaysia
- Makarim & Taira - Indonesia
- Sindya Power Generating Company Private Ltd
- IEA Clean Coal Centre - UK
- GMR Energy Limited - India
- India Bulls Power Limited - India
- Orica Australia Pty. Ltd.
- Sinarmas Energy and Mining - Indonesia
- Siam City Cement - Thailand
- Alfred C Toepfer International GmbH - Germany
- Ministry of Mines - Canada
- Indonesian Coal Mining Association
- Petron Corporation, Philippines
- Siam City Cement PLC, Thailand
- Cigading International Bulk Terminal - Indonesia
- SMG Consultants - Indonesia
- Minerals Council of Australia
- Australian Coal Association
- Savvy Resources Ltd - HongKong
- Bayan Resources Tbk. - Indonesia
- ASAPP Information Group - India
- Maheswari Brothers Coal Limited - India
- Ind-Barath Power Infra Limited - India
- Orica Mining Services - Indonesia
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