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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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Friday, 02 September 22
INDONESIA COAL PRICE REFERENCE SLIPS SLIGHTLY IN SEPTEMBER 2022
COALspot.com: Indonesian Coal Price Reference for September delivery drops 0.74 per cent month on month.
The Indonesian Coal Price R ...
Friday, 02 September 22
ABM INVESTAMA BUYS 30% GEMS SHARES FOR US$ 420 MILLION
PT ABM Investama Tbk through its indirect subsidiary, bought a 30% stake in the PT Golden Energy Mines Tbk for US$ 420 million or around Rp 6.2 tri ...
Wednesday, 31 August 22
MARKET INSIGHT - INTERMODAL
Scorching temperatures and extremely dry conditions during the Northern hemisphere summer have been drying crops. Yield prospects have subsided in ...
Tuesday, 23 August 22
HIGH COAL PRICES COULD BOOST INDONESIA'S ENERGY TRANSITION - IEEFA
Global coal prices have reached an all-time high as countries stop purchasing Russian coal amidst the Russia-Ukraine conflict. Indonesian coal comp ...
Tuesday, 23 August 22
A COMBINED US$6.8-BILLION CASH BALANCE OF INDONESIAN COAL COMPANIES COULD PROVIDE FOR TIMELY INVESTMENTS IN GREEN TRANSITION - IEEFA
A combined US$6.8-billion cash balance of Indonesian coal companies could provide for timely investments in green transition
The opp ...
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- Australian Commodity Traders Exchange
- Jorong Barutama Greston.PT - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Central Electricity Authority - India
- OPG Power Generation Pvt Ltd - India
- Indian Energy Exchange, India
- The State Trading Corporation of India Ltd
- Bukit Baiduri Energy - Indonesia
- The University of Queensland
- Siam City Cement - Thailand
- White Energy Company Limited
- Kalimantan Lumbung Energi - Indonesia
- Electricity Generating Authority of Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Holcim Trading Pte Ltd - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Global Business Power Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- Gujarat Electricity Regulatory Commission - India
- Vedanta Resources Plc - India
- McConnell Dowell - Australia
- European Bulk Services B.V. - Netherlands
- Indonesian Coal Mining Association
- Anglo American - United Kingdom
- GVK Power & Infra Limited - India
- ICICI Bank Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Posco Energy - South Korea
- Krishnapatnam Port Company Ltd. - India
- Ministry of Transport, Egypt
- SN Aboitiz Power Inc, Philippines
- Orica Australia Pty. Ltd.
- Semirara Mining Corp, Philippines
- TeaM Sual Corporation - Philippines
- Borneo Indobara - Indonesia
- Deloitte Consulting - India
- Sakthi Sugars Limited - India
- Bharathi Cement Corporation - India
- CNBM International Corporation - China
- Power Finance Corporation Ltd., India
- IHS Mccloskey Coal Group - USA
- Karaikal Port Pvt Ltd - India
- Latin American Coal - Colombia
- Makarim & Taira - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- ASAPP Information Group - India
- Essar Steel Hazira Ltd - India
- Merrill Lynch Commodities Europe
- Indogreen Group - Indonesia
- Dalmia Cement Bharat India
- Commonwealth Bank - Australia
- Orica Mining Services - Indonesia
- Ministry of Finance - Indonesia
- Sindya Power Generating Company Private Ltd
- LBH Netherlands Bv - Netherlands
- Samtan Co., Ltd - South Korea
- Coal and Oil Company - UAE
- Thai Mozambique Logistica
- Agrawal Coal Company - India
- Tamil Nadu electricity Board
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Tata Chemicals Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- Jindal Steel & Power Ltd - India
- Marubeni Corporation - India
- Rio Tinto Coal - Australia
- Chettinad Cement Corporation Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Barasentosa Lestari - Indonesia
- Bukit Makmur.PT - Indonesia
- Jaiprakash Power Ventures ltd
- Ministry of Mines - Canada
- San Jose City I Power Corp, Philippines
- Oldendorff Carriers - Singapore
- Kartika Selabumi Mining - Indonesia
- Xindia Steels Limited - India
- Energy Link Ltd, New Zealand
- Pendopo Energi Batubara - Indonesia
- Riau Bara Harum - Indonesia
- SMG Consultants - Indonesia
- Globalindo Alam Lestari - Indonesia
- Kaltim Prima Coal - Indonesia
- Aditya Birla Group - India
- The Treasury - Australian Government
- Bhoruka Overseas - Indonesia
- Heidelberg Cement - Germany
- VISA Power Limited - India
- Indo Tambangraya Megah - Indonesia
- Global Coal Blending Company Limited - Australia
- Mercuria Energy - Indonesia
- Sical Logistics Limited - India
- Baramulti Group, Indonesia
- Indika Energy - Indonesia
- Medco Energi Mining Internasional
- Antam Resourcindo - Indonesia
- Interocean Group of Companies - India
- Edison Trading Spa - Italy
- Billiton Holdings Pty Ltd - Australia
- Grasim Industreis Ltd - India
- Manunggal Multi Energi - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Straits Asia Resources Limited - Singapore
- Sarangani Energy Corporation, Philippines
- Mjunction Services Limited - India
- Meenaskhi Energy Private Limited - India
- PowerSource Philippines DevCo
- Planning Commission, India
- Leighton Contractors Pty Ltd - Australia
- India Bulls Power Limited - India
- Banpu Public Company Limited - Thailand
- Neyveli Lignite Corporation Ltd, - India
- Bhushan Steel Limited - India
- Directorate Of Revenue Intelligence - India
- Goldman Sachs - Singapore
- Directorate General of MIneral and Coal - Indonesia
- South Luzon Thermal Energy Corporation
- Trasteel International SA, Italy
- PTC India Limited - India
- Wood Mackenzie - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Parry Sugars Refinery, India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- SMC Global Power, Philippines
- Asmin Koalindo Tuhup - Indonesia
- IEA Clean Coal Centre - UK
- Kohat Cement Company Ltd. - Pakistan
- Georgia Ports Authority, United States
- GMR Energy Limited - India
- Timah Investasi Mineral - Indoneisa
- Global Green Power PLC Corporation, Philippines
- CIMB Investment Bank - Malaysia
- Price Waterhouse Coopers - Russia
- Star Paper Mills Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ceylon Electricity Board - Sri Lanka
- Kapuas Tunggal Persada - Indonesia
- Eastern Energy - Thailand
- Romanian Commodities Exchange
- PetroVietnam Power Coal Import and Supply Company
- Gujarat Mineral Development Corp Ltd - India
- Ambuja Cements Ltd - India
- Kumho Petrochemical, South Korea
- Mintek Dendrill Indonesia
- Australian Coal Association
- Meralco Power Generation, Philippines
- Chamber of Mines of South Africa
- Minerals Council of Australia
- Kobexindo Tractors - Indoneisa
- Videocon Industries ltd - India
- Therma Luzon, Inc, Philippines
- Vizag Seaport Private Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Malabar Cements Ltd - India
- Thiess Contractors Indonesia
- Lanco Infratech Ltd - India
- Binh Thuan Hamico - Vietnam
- Metalloyd Limited - United Kingdom
- AsiaOL BioFuels Corp., Philippines
- Formosa Plastics Group - Taiwan
- Sree Jayajothi Cements Limited - India
- Siam City Cement PLC, Thailand
- Bhatia International Limited - India
- Petron Corporation, Philippines
- Wilmar Investment Holdings
- GAC Shipping (India) Pvt Ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- International Coal Ventures Pvt Ltd - India
- Renaissance Capital - South Africa
- Salva Resources Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Aboitiz Power Corporation - Philippines
- Kideco Jaya Agung - Indonesia
- New Zealand Coal & Carbon
- Kepco SPC Power Corporation, Philippines
- Intertek Mineral Services - Indonesia
- Economic Council, Georgia
- Carbofer General Trading SA - India
- Coalindo Energy - Indonesia
- Electricity Authority, New Zealand
- MS Steel International - UAE
- London Commodity Brokers - England
- Altura Mining Limited, Indonesia
- Miang Besar Coal Terminal - Indonesia
- Energy Development Corp, Philippines
- Africa Commodities Group - South Africa
- Cement Manufacturers Association - India
- Port Waratah Coal Services - Australia
- Coastal Gujarat Power Limited - India
- Uttam Galva Steels Limited - India
- Larsen & Toubro Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Savvy Resources Ltd - HongKong
- PNOC Exploration Corporation - Philippines
- Simpson Spence & Young - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Indian Oil Corporation Limited
- Standard Chartered Bank - UAE
- Central Java Power - Indonesia
- Parliament of New Zealand
- Madhucon Powers Ltd - India
- Singapore Mercantile Exchange
- Eastern Coal Council - USA
- Mercator Lines Limited - India
- Alfred C Toepfer International GmbH - Germany
- Independent Power Producers Association of India
- Gujarat Sidhee Cement - India
- Rashtriya Ispat Nigam Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Toyota Tsusho Corporation, Japan
- Bangladesh Power Developement Board
- Attock Cement Pakistan Limited
- Karbindo Abesyapradhi - Indoneisa
- Sojitz Corporation - Japan
- Bulk Trading Sa - Switzerland
- Bayan Resources Tbk. - Indonesia
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