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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, 05 January 22
CHINA COAL FUTURES SURGE ON SUPPLY WORRIES AMID INDONESIA EXPORT BAN - REUTERS
China’s thermal coal futures surged by as much as 7.8per cent to kick off 2022 on concerns of supply disruptions after Indonesia, its biggest ...
Wednesday, 05 January 22
INDONESIA WARNS COAL SUPPLY CRUNCH NOT OVER AS CHINA PRICES RALLY - REUTERS
Indonesia has warned that its coal supply situation remains critical, ahead of Wednesday’s (Jan 5) review of its export ban, unnerving global ...
Tuesday, 28 December 21
INDIA'S ADANI NEARS FIRST COAL SHIPMENT FROM SHUNNED AUSTRALIAN MINE - REUTERS
India’s Adani Group ADEL.NS is preparing to ship the first coal cargo from Australia’s most controversial mine, after battling a seven- ...
Thursday, 23 December 21
COAL TO STAY AS MAJOR SOURCE OF ENERGY IN FORESEEABLE FUTURE: JOSHI - BUSINESS STANDARD
Coal will stay as a major source of energy in the foreseeable future as it is an affordable source of energy with substantial reserve, Parliament w ...
Thursday, 23 December 21
ANNUAL U.S. COAL-FIRED ELECTRICITY GENERATION WILL INCREASE FOR THE FIRST TIME SINCE 2014 - EIA
From December 20 through December 30, Today in Energy will feature some of our favorite articles from 2021. Today’s article was originally pu ...
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- Coastal Gujarat Power Limited - India
- Binh Thuan Hamico - Vietnam
- Mintek Dendrill Indonesia
- Sinarmas Energy and Mining - Indonesia
- Iligan Light & Power Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- Borneo Indobara - Indonesia
- Ministry of Transport, Egypt
- Gujarat Mineral Development Corp Ltd - India
- Agrawal Coal Company - India
- AsiaOL BioFuels Corp., Philippines
- Global Business Power Corporation, Philippines
- PowerSource Philippines DevCo
- Attock Cement Pakistan Limited
- ICICI Bank Limited - India
- GAC Shipping (India) Pvt Ltd
- Bangladesh Power Developement Board
- Jaiprakash Power Ventures ltd
- Karbindo Abesyapradhi - Indoneisa
- Vedanta Resources Plc - India
- IHS Mccloskey Coal Group - USA
- Videocon Industries ltd - India
- Parliament of New Zealand
- Riau Bara Harum - Indonesia
- Indo Tambangraya Megah - Indonesia
- White Energy Company Limited
- Sarangani Energy Corporation, Philippines
- Wood Mackenzie - Singapore
- Uttam Galva Steels Limited - India
- Baramulti Group, Indonesia
- TeaM Sual Corporation - Philippines
- Edison Trading Spa - Italy
- Africa Commodities Group - South Africa
- Posco Energy - South Korea
- Leighton Contractors Pty Ltd - Australia
- International Coal Ventures Pvt Ltd - India
- Central Electricity Authority - India
- Bhushan Steel Limited - India
- Sree Jayajothi Cements Limited - India
- Wilmar Investment Holdings
- Globalindo Alam Lestari - Indonesia
- Siam City Cement - Thailand
- Grasim Industreis Ltd - India
- Barasentosa Lestari - Indonesia
- Kumho Petrochemical, South Korea
- Neyveli Lignite Corporation Ltd, - India
- Vijayanagar Sugar Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- Aditya Birla Group - India
- VISA Power Limited - India
- Straits Asia Resources Limited - Singapore
- Timah Investasi Mineral - Indoneisa
- Eastern Energy - Thailand
- Electricity Generating Authority of Thailand
- CNBM International Corporation - China
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Salva Resources Pvt Ltd - India
- Larsen & Toubro Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Ministry of Mines - Canada
- Bukit Makmur.PT - Indonesia
- SMG Consultants - Indonesia
- Kaltim Prima Coal - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- SN Aboitiz Power Inc, Philippines
- Renaissance Capital - South Africa
- Simpson Spence & Young - Indonesia
- Marubeni Corporation - India
- Australian Commodity Traders Exchange
- GMR Energy Limited - India
- Essar Steel Hazira Ltd - India
- Medco Energi Mining Internasional
- Mjunction Services Limited - India
- The State Trading Corporation of India Ltd
- Indogreen Group - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Kepco SPC Power Corporation, Philippines
- Siam City Cement PLC, Thailand
- Standard Chartered Bank - UAE
- South Luzon Thermal Energy Corporation
- India Bulls Power Limited - India
- Power Finance Corporation Ltd., India
- Samtan Co., Ltd - South Korea
- Global Green Power PLC Corporation, Philippines
- Xindia Steels Limited - India
- GVK Power & Infra Limited - India
- Ministry of Finance - Indonesia
- Sojitz Corporation - Japan
- IEA Clean Coal Centre - UK
- Latin American Coal - Colombia
- The Treasury - Australian Government
- Thiess Contractors Indonesia
- Semirara Mining Corp, Philippines
- Manunggal Multi Energi - Indonesia
- Orica Australia Pty. Ltd.
- Tamil Nadu electricity Board
- Commonwealth Bank - Australia
- Tata Chemicals Ltd - India
- Malabar Cements Ltd - India
- McConnell Dowell - Australia
- Makarim & Taira - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Chettinad Cement Corporation Ltd - India
- Indonesian Coal Mining Association
- Orica Mining Services - Indonesia
- Dalmia Cement Bharat India
- Energy Link Ltd, New Zealand
- Karaikal Port Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Bhatia International Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Energy Development Corp, Philippines
- Anglo American - United Kingdom
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bulk Trading Sa - Switzerland
- SMC Global Power, Philippines
- Rio Tinto Coal - Australia
- LBH Netherlands Bv - Netherlands
- Thai Mozambique Logistica
- Kideco Jaya Agung - Indonesia
- Mercator Lines Limited - India
- Price Waterhouse Coopers - Russia
- Romanian Commodities Exchange
- Bharathi Cement Corporation - India
- Parry Sugars Refinery, India
- Bayan Resources Tbk. - Indonesia
- PNOC Exploration Corporation - Philippines
- Indika Energy - Indonesia
- ASAPP Information Group - India
- Rashtriya Ispat Nigam Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Gujarat Sidhee Cement - India
- Jindal Steel & Power Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Directorate Of Revenue Intelligence - India
- Deloitte Consulting - India
- The University of Queensland
- Formosa Plastics Group - Taiwan
- Port Waratah Coal Services - Australia
- Maheswari Brothers Coal Limited - India
- Eastern Coal Council - USA
- Star Paper Mills Limited - India
- Intertek Mineral Services - Indonesia
- Indian Energy Exchange, India
- Economic Council, Georgia
- GN Power Mariveles Coal Plant, Philippines
- Bukit Baiduri Energy - Indonesia
- Singapore Mercantile Exchange
- Metalloyd Limited - United Kingdom
- Trasteel International SA, Italy
- Carbofer General Trading SA - India
- Planning Commission, India
- Kobexindo Tractors - Indoneisa
- Madhucon Powers Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Petron Corporation, Philippines
- New Zealand Coal & Carbon
- OPG Power Generation Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Gujarat Electricity Regulatory Commission - India
- Sical Logistics Limited - India
- Banpu Public Company Limited - Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Oldendorff Carriers - Singapore
- Ambuja Cements Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- TNB Fuel Sdn Bhd - Malaysia
- Meenaskhi Energy Private Limited - India
- Billiton Holdings Pty Ltd - Australia
- Kartika Selabumi Mining - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Savvy Resources Ltd - HongKong
- Altura Mining Limited, Indonesia
- Chamber of Mines of South Africa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indian Oil Corporation Limited
- Kalimantan Lumbung Energi - Indonesia
- Central Java Power - Indonesia
- Independent Power Producers Association of India
- European Bulk Services B.V. - Netherlands
- Australian Coal Association
- Alfred C Toepfer International GmbH - Germany
- Antam Resourcindo - Indonesia
- Therma Luzon, Inc, Philippines
- Toyota Tsusho Corporation, Japan
- Ceylon Electricity Board - Sri Lanka
- Interocean Group of Companies - India
- Kapuas Tunggal Persada - Indonesia
- Meralco Power Generation, Philippines
- Coal and Oil Company - UAE
- Merrill Lynch Commodities Europe
- San Jose City I Power Corp, Philippines
- Lanco Infratech Ltd - India
- Aboitiz Power Corporation - Philippines
- Electricity Authority, New Zealand
- Sindya Power Generating Company Private Ltd
- Georgia Ports Authority, United States
- PTC India Limited - India
- Minerals Council of Australia
- Heidelberg Cement - Germany
- Mercuria Energy - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Ind-Barath Power Infra Limited - India
- London Commodity Brokers - England
- Coalindo Energy - Indonesia
- Cement Manufacturers Association - India
- Goldman Sachs - Singapore
- Bhoruka Overseas - Indonesia
- MS Steel International - UAE
- Sakthi Sugars Limited - India
- Pendopo Energi Batubara - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
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