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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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Sunday, 21 August 22
COAL-RICH POLAND FACES WINTER OF ENERGY DISCONTENT - DW
Poland uses 10 million tons of coal a year to heat households — a whopping 87% of all coal consumed in EU homes in 2019, according to the War ...
Saturday, 20 August 22
KOSPO TO IMPORT 240000 MT OF MIN 4400 KCAL/KG NCV STEAM COAL FOR OCTOBER;LOADING FROM RUSSIAN PORTS NOT ALLOWED
COALspot.com: Korea Southern Power Co., Ltd. (KOSPO) has issued an International tender for 240,000 MT of min 4,400kcal/kg to max. 4,999 kcal/kg NC ...
Wednesday, 17 August 22
INDIAN COMPANIES SWAPPING DOLLAR FOR ASIAN CURRENCIES TO BUY RUSSIAN COAL - REUTERS
Indian companies are using Asian currencies more often to pay for Russian coal imports, according to customs documents and industry sources, avoidi ...
Wednesday, 17 August 22
LNG: MAJOR INVESTMENT AND EXPANSION PHASE, DOUBLING OF LIQUEFACTION CAPACITY BY 2028 PROJECTED - CLARKSONS
Clarksons Research have released the latest version of their long standing annual review, LNG Trade & Transport, on to Shipping Intelligence Ne ...
Wednesday, 17 August 22
UNAFFORDABLE LNG PRICES UNDERMINE RAPID DEMAND GROWTH FORECASTS IN KEY ASIAN MARKETS - IEEFA
Sustained high prices may accelerate downward pressures on Asian LNG demand, clouding long-term industry outlooks
The global liquefi ...
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- Salva Resources Pvt Ltd - India
- Videocon Industries ltd - India
- Malabar Cements Ltd - India
- Leighton Contractors Pty Ltd - Australia
- SMC Global Power, Philippines
- Sree Jayajothi Cements Limited - India
- Merrill Lynch Commodities Europe
- Parry Sugars Refinery, India
- Barasentosa Lestari - Indonesia
- Indogreen Group - Indonesia
- Ministry of Finance - Indonesia
- PTC India Limited - India
- Globalindo Alam Lestari - Indonesia
- Maheswari Brothers Coal Limited - India
- Sindya Power Generating Company Private Ltd
- Central Electricity Authority - India
- Iligan Light & Power Inc, Philippines
- TeaM Sual Corporation - Philippines
- Riau Bara Harum - Indonesia
- Bayan Resources Tbk. - Indonesia
- CIMB Investment Bank - Malaysia
- South Luzon Thermal Energy Corporation
- Aditya Birla Group - India
- Chamber of Mines of South Africa
- Eastern Energy - Thailand
- Orica Mining Services - Indonesia
- Port Waratah Coal Services - Australia
- OPG Power Generation Pvt Ltd - India
- Romanian Commodities Exchange
- Rashtriya Ispat Nigam Limited - India
- London Commodity Brokers - England
- The Treasury - Australian Government
- Indian Energy Exchange, India
- Cigading International Bulk Terminal - Indonesia
- Semirara Mining and Power Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Meralco Power Generation, Philippines
- Timah Investasi Mineral - Indoneisa
- Siam City Cement - Thailand
- VISA Power Limited - India
- Singapore Mercantile Exchange
- Bhushan Steel Limited - India
- Sinarmas Energy and Mining - Indonesia
- Formosa Plastics Group - Taiwan
- Indian Oil Corporation Limited
- Carbofer General Trading SA - India
- Independent Power Producers Association of India
- Krishnapatnam Port Company Ltd. - India
- ASAPP Information Group - India
- Mercuria Energy - Indonesia
- Australian Commodity Traders Exchange
- Anglo American - United Kingdom
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Jindal Steel & Power Ltd - India
- Parliament of New Zealand
- India Bulls Power Limited - India
- The University of Queensland
- IEA Clean Coal Centre - UK
- Maharashtra Electricity Regulatory Commission - India
- Makarim & Taira - Indonesia
- Electricity Authority, New Zealand
- Essar Steel Hazira Ltd - India
- Goldman Sachs - Singapore
- Simpson Spence & Young - Indonesia
- International Coal Ventures Pvt Ltd - India
- Deloitte Consulting - India
- Australian Coal Association
- Petrochimia International Co. Ltd.- Taiwan
- Eastern Coal Council - USA
- GMR Energy Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Ind-Barath Power Infra Limited - India
- Therma Luzon, Inc, Philippines
- Larsen & Toubro Limited - India
- Ministry of Mines - Canada
- SN Aboitiz Power Inc, Philippines
- Tata Chemicals Ltd - India
- Madhucon Powers Ltd - India
- Gujarat Electricity Regulatory Commission - India
- GAC Shipping (India) Pvt Ltd
- Thiess Contractors Indonesia
- Meenaskhi Energy Private Limited - India
- Posco Energy - South Korea
- White Energy Company Limited
- Bangladesh Power Developement Board
- Kohat Cement Company Ltd. - Pakistan
- Sojitz Corporation - Japan
- Binh Thuan Hamico - Vietnam
- Karaikal Port Pvt Ltd - India
- Bharathi Cement Corporation - India
- Mercator Lines Limited - India
- Bhoruka Overseas - Indonesia
- Bukit Baiduri Energy - Indonesia
- Electricity Generating Authority of Thailand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Kaltim Prima Coal - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Planning Commission, India
- IHS Mccloskey Coal Group - USA
- Mintek Dendrill Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- New Zealand Coal & Carbon
- Wood Mackenzie - Singapore
- Kalimantan Lumbung Energi - Indonesia
- SMG Consultants - Indonesia
- Pendopo Energi Batubara - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Thai Mozambique Logistica
- PetroVietnam Power Coal Import and Supply Company
- Bahari Cakrawala Sebuku - Indonesia
- Kumho Petrochemical, South Korea
- ICICI Bank Limited - India
- Straits Asia Resources Limited - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Sarangani Energy Corporation, Philippines
- Energy Development Corp, Philippines
- The State Trading Corporation of India Ltd
- CNBM International Corporation - China
- Coalindo Energy - Indonesia
- Savvy Resources Ltd - HongKong
- Toyota Tsusho Corporation, Japan
- Standard Chartered Bank - UAE
- Medco Energi Mining Internasional
- Holcim Trading Pte Ltd - Singapore
- Coastal Gujarat Power Limited - India
- Attock Cement Pakistan Limited
- Rio Tinto Coal - Australia
- Interocean Group of Companies - India
- Kartika Selabumi Mining - Indonesia
- Petron Corporation, Philippines
- Gujarat Sidhee Cement - India
- Energy Link Ltd, New Zealand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Vedanta Resources Plc - India
- Baramulti Group, Indonesia
- Kobexindo Tractors - Indoneisa
- Directorate Of Revenue Intelligence - India
- Bukit Makmur.PT - Indonesia
- Manunggal Multi Energi - Indonesia
- Star Paper Mills Limited - India
- PNOC Exploration Corporation - Philippines
- Alfred C Toepfer International GmbH - Germany
- Grasim Industreis Ltd - India
- Bulk Trading Sa - Switzerland
- Uttam Galva Steels Limited - India
- Price Waterhouse Coopers - Russia
- Marubeni Corporation - India
- Mjunction Services Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- McConnell Dowell - Australia
- Banpu Public Company Limited - Thailand
- Borneo Indobara - Indonesia
- MS Steel International - UAE
- Central Java Power - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Kapuas Tunggal Persada - Indonesia
- Heidelberg Cement - Germany
- Ambuja Cements Ltd - India
- Latin American Coal - Colombia
- Aboitiz Power Corporation - Philippines
- European Bulk Services B.V. - Netherlands
- Ministry of Transport, Egypt
- Indonesian Coal Mining Association
- Economic Council, Georgia
- Commonwealth Bank - Australia
- Karbindo Abesyapradhi - Indoneisa
- Coal and Oil Company - UAE
- Antam Resourcindo - Indonesia
- Global Green Power PLC Corporation, Philippines
- Global Business Power Corporation, Philippines
- Edison Trading Spa - Italy
- Bank of Tokyo Mitsubishi UFJ Ltd
- Billiton Holdings Pty Ltd - Australia
- Xindia Steels Limited - India
- Indika Energy - Indonesia
- Georgia Ports Authority, United States
- Africa Commodities Group - South Africa
- Semirara Mining Corp, Philippines
- Agrawal Coal Company - India
- Lanco Infratech Ltd - India
- Kepco SPC Power Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Intertek Mineral Services - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Asmin Koalindo Tuhup - Indonesia
- Minerals Council of Australia
- Siam City Cement PLC, Thailand
- Trasteel International SA, Italy
- PowerSource Philippines DevCo
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Altura Mining Limited, Indonesia
- Metalloyd Limited - United Kingdom
- Orica Australia Pty. Ltd.
- Global Coal Blending Company Limited - Australia
- Sakthi Sugars Limited - India
- Bhatia International Limited - India
- GVK Power & Infra Limited - India
- Cement Manufacturers Association - India
- TNB Fuel Sdn Bhd - Malaysia
- Ceylon Electricity Board - Sri Lanka
- Chettinad Cement Corporation Ltd - India
- Jaiprakash Power Ventures ltd
- Samtan Co., Ltd - South Korea
- Oldendorff Carriers - Singapore
- Wilmar Investment Holdings
- Renaissance Capital - South Africa
- Kideco Jaya Agung - Indonesia
- Vizag Seaport Private Limited - India
- Sical Logistics Limited - India
- San Jose City I Power Corp, Philippines
- Indo Tambangraya Megah - Indonesia
- LBH Netherlands Bv - Netherlands
- Tamil Nadu electricity Board
- Dalmia Cement Bharat India
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