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Friday, 10 April 20
INDIA'S BULKS SUPPLY CHAIN TAKES A HIT DURING LOCKDOWN - WOOD MACKENZIE
 India is under a three-week lockdown from 25 March to contain the spread of the coronavirus outbreak. Businesses are shut, and the supply chain is disrupted. Industries are either closed or operating at sub-optimal utilisation.
Wood Mackenzie principal analyst Sandeep Kalia weighs in on what this means for the Indian bulks commodities sector:
“The obstruction in the supply chains has hit the secondary steel producers the most, forcing them to either scale down or suspend their operations due to issues with raw materials supply, limited workforce and holding-on inventories, as demand dries up.
“Integrated steel mills, especially with captive raw material supplies, good liquidity and better inventory management, are better placed in the current environment.
“Still, due to limited demand, these integrated mills are also either reducing their capacity utilisation or suspending their operations in entirety as well. We expect Q2 2020 crude steel production to decline by 19% or 5 million tonnes (Mt) year-on-year (yoy).
“The production of merchant iron ore miners have been struck due to limited workforce, inter and intra state logistic issues and scaling down or suspension of operations by both integrated and secondary steel mills. Our current base case is changed to 39 Mt iron ore demand in Q2 2020, which is a 7 Mt or 16% decline yoy.
“Overall, we expect most of the domestic iron ore production to meet the demand from the steel industry.
“Domestic metallurgical coal production, which meets 10% of demand, will continue during the country lockdown period as most of it is captive. The greater downside risk is on the import of metallurgical coal, in case of an extended lockdown. In our current base case, we expect met coal imports to decline by 2 Mt or 15% in Q2 2020 yoy due to a decline in coke production, in line with a decrease in hot metal production and a slight drop in demand of coke by consumers other than steel mills.”
On thermal coal, principal analyst Pralabh Bhargava said: “Thermal coal demand should reduce by 25-30% in April and an overall 8% in Q2, assuming a gradual recovery starting 15 April. We forecast thermal coal imports to decline by 10 Mt or 22% yoy in Q2 to a run rate of about 12 Mt per month from a run rate of 15- 16 Mt per month witnessed over the last six months.”
In an extended lockdown scenario till mid-May 2020, Wood Mackenzie expects further downside risk in steel production, iron ore demand, metallurgical and thermal coal imports of 5 Mt, 10 Mt, 5 Mt and 5 Mt respectively in Q2.
Source: Wood Mackenzie
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Tuesday, 07 July 20
WHAT DOES THE PATHWAY TO A NET-ZERO ECONOMY LOOK LIKE FOR MINERS? - WOOD MACKENZIE
Wind, solar, electric vehicles, stationary storage and transmission are all central to achieving the Paris Agreement decarbonisation goals.
&nb ...
Monday, 06 July 20
INDONESIAN COAL PRICE REFERENCE IN FREE FALL
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down again the benchmark price of Indonesian th ...
Monday, 06 July 20
SUPRAMAX: A 58,000-DWT FIXING DELIVERY VIETNAM TRIP VIA INDONESIA RE-DELIVERY WEST INDIA IN THE LOW $4,000S
Capesize
The Capesize market continues to go from strength to strength, as rates reach highs not seen since September last year. The rally is p ...
Thursday, 02 July 20
PRIVATE COAL MINING MAY SEE WEAK INVESTOR SENTIMENT: ICRA - LIVEMINT
The prospects of commercial coal mining in India may be dimmer than initially expected because of the expected shift in India’s energy mix fr ...
Wednesday, 01 July 20
THERMAL COAL OPTIONS TRADING LAUNCHED IN CHINA'S ZHENGZHOU - XINHUA
Thermal coal options started trading on the Zhengzhou Commodity Exchange (ZCE) in central China’s Henan Province Tuesday.
It i ...
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- Intertek Mineral Services - Indonesia
- London Commodity Brokers - England
- IEA Clean Coal Centre - UK
- Semirara Mining and Power Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Pendopo Energi Batubara - Indonesia
- Cement Manufacturers Association - India
- Bangladesh Power Developement Board
- Formosa Plastics Group - Taiwan
- Chamber of Mines of South Africa
- Standard Chartered Bank - UAE
- Parry Sugars Refinery, India
- Directorate General of MIneral and Coal - Indonesia
- Jaiprakash Power Ventures ltd
- Meralco Power Generation, Philippines
- New Zealand Coal & Carbon
- Merrill Lynch Commodities Europe
- Kohat Cement Company Ltd. - Pakistan
- VISA Power Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- IHS Mccloskey Coal Group - USA
- Borneo Indobara - Indonesia
- The State Trading Corporation of India Ltd
- Tamil Nadu electricity Board
- Directorate Of Revenue Intelligence - India
- Energy Link Ltd, New Zealand
- International Coal Ventures Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Semirara Mining Corp, Philippines
- Marubeni Corporation - India
- Georgia Ports Authority, United States
- Altura Mining Limited, Indonesia
- Indian Energy Exchange, India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Price Waterhouse Coopers - Russia
- Timah Investasi Mineral - Indoneisa
- The Treasury - Australian Government
- Port Waratah Coal Services - Australia
- Ministry of Transport, Egypt
- Global Coal Blending Company Limited - Australia
- Billiton Holdings Pty Ltd - Australia
- Bukit Baiduri Energy - Indonesia
- ICICI Bank Limited - India
- GVK Power & Infra Limited - India
- India Bulls Power Limited - India
- Romanian Commodities Exchange
- Bank of Tokyo Mitsubishi UFJ Ltd
- Orica Australia Pty. Ltd.
- San Jose City I Power Corp, Philippines
- Savvy Resources Ltd - HongKong
- Iligan Light & Power Inc, Philippines
- Kapuas Tunggal Persada - Indonesia
- Trasteel International SA, Italy
- Jindal Steel & Power Ltd - India
- The University of Queensland
- Deloitte Consulting - India
- Makarim & Taira - Indonesia
- SMC Global Power, Philippines
- Toyota Tsusho Corporation, Japan
- AsiaOL BioFuels Corp., Philippines
- Carbofer General Trading SA - India
- Riau Bara Harum - Indonesia
- Global Business Power Corporation, Philippines
- Wilmar Investment Holdings
- Tata Chemicals Ltd - India
- Australian Coal Association
- Wood Mackenzie - Singapore
- Mjunction Services Limited - India
- Malabar Cements Ltd - India
- White Energy Company Limited
- Kumho Petrochemical, South Korea
- Edison Trading Spa - Italy
- SN Aboitiz Power Inc, Philippines
- Eastern Coal Council - USA
- Kideco Jaya Agung - Indonesia
- Indogreen Group - Indonesia
- Kartika Selabumi Mining - Indonesia
- Medco Energi Mining Internasional
- PTC India Limited - India
- Uttam Galva Steels Limited - India
- Commonwealth Bank - Australia
- Agrawal Coal Company - India
- Siam City Cement - Thailand
- Ind-Barath Power Infra Limited - India
- Sojitz Corporation - Japan
- Baramulti Group, Indonesia
- Grasim Industreis Ltd - India
- Kaltim Prima Coal - Indonesia
- Gujarat Sidhee Cement - India
- Vedanta Resources Plc - India
- Star Paper Mills Limited - India
- GMR Energy Limited - India
- Coalindo Energy - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Indo Tambangraya Megah - Indonesia
- Simpson Spence & Young - Indonesia
- Anglo American - United Kingdom
- Petron Corporation, Philippines
- Oldendorff Carriers - Singapore
- McConnell Dowell - Australia
- Madhucon Powers Ltd - India
- Samtan Co., Ltd - South Korea
- Mintek Dendrill Indonesia
- Sarangani Energy Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Lanco Infratech Ltd - India
- Eastern Energy - Thailand
- Parliament of New Zealand
- Metalloyd Limited - United Kingdom
- Sree Jayajothi Cements Limited - India
- Rashtriya Ispat Nigam Limited - India
- CIMB Investment Bank - Malaysia
- Sical Logistics Limited - India
- Energy Development Corp, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Manunggal Multi Energi - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Ministry of Finance - Indonesia
- SMG Consultants - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Independent Power Producers Association of India
- Indika Energy - Indonesia
- Bayan Resources Tbk. - Indonesia
- Straits Asia Resources Limited - Singapore
- South Luzon Thermal Energy Corporation
- Bahari Cakrawala Sebuku - Indonesia
- Aboitiz Power Corporation - Philippines
- Gujarat Electricity Regulatory Commission - India
- Krishnapatnam Port Company Ltd. - India
- Bharathi Cement Corporation - India
- Planning Commission, India
- Bulk Trading Sa - Switzerland
- Kepco SPC Power Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Bhoruka Overseas - Indonesia
- European Bulk Services B.V. - Netherlands
- Singapore Mercantile Exchange
- Central Java Power - Indonesia
- Indian Oil Corporation Limited
- Maharashtra Electricity Regulatory Commission - India
- Minerals Council of Australia
- TeaM Sual Corporation - Philippines
- Heidelberg Cement - Germany
- Thai Mozambique Logistica
- Goldman Sachs - Singapore
- Therma Luzon, Inc, Philippines
- GAC Shipping (India) Pvt Ltd
- Bhatia International Limited - India
- Mercuria Energy - Indonesia
- Xindia Steels Limited - India
- Larsen & Toubro Limited - India
- Sakthi Sugars Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Orica Mining Services - Indonesia
- ASAPP Information Group - India
- Attock Cement Pakistan Limited
- Indonesian Coal Mining Association
- Sinarmas Energy and Mining - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Thiess Contractors Indonesia
- Mercator Lines Limited - India
- Ceylon Electricity Board - Sri Lanka
- Posco Energy - South Korea
- Petrochimia International Co. Ltd.- Taiwan
- Jorong Barutama Greston.PT - Indonesia
- Rio Tinto Coal - Australia
- PowerSource Philippines DevCo
- Pipit Mutiara Jaya. PT, Indonesia
- Coal and Oil Company - UAE
- Siam City Cement PLC, Thailand
- PetroVietnam Power Coal Import and Supply Company
- Vijayanagar Sugar Pvt Ltd - India
- Antam Resourcindo - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Power Finance Corporation Ltd., India
- MS Steel International - UAE
- Leighton Contractors Pty Ltd - Australia
- Kalimantan Lumbung Energi - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Renaissance Capital - South Africa
- Coastal Gujarat Power Limited - India
- Interocean Group of Companies - India
- Videocon Industries ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Chettinad Cement Corporation Ltd - India
- Barasentosa Lestari - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Meenaskhi Energy Private Limited - India
- CNBM International Corporation - China
- Electricity Authority, New Zealand
- Africa Commodities Group - South Africa
- Ambuja Cements Ltd - India
- Bukit Makmur.PT - Indonesia
- OPG Power Generation Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ministry of Mines - Canada
- PNOC Exploration Corporation - Philippines
- Banpu Public Company Limited - Thailand
- Bhushan Steel Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Australian Commodity Traders Exchange
- Economic Council, Georgia
- Globalindo Alam Lestari - Indonesia
- Maheswari Brothers Coal Limited - India
- Dalmia Cement Bharat India
- LBH Netherlands Bv - Netherlands
- Binh Thuan Hamico - Vietnam
- Central Electricity Authority - India
- Global Green Power PLC Corporation, Philippines
- Vizag Seaport Private Limited - India
- Holcim Trading Pte Ltd - Singapore
- Kobexindo Tractors - Indoneisa
- Latin American Coal - Colombia
- Aditya Birla Group - India
- Sindya Power Generating Company Private Ltd
- Karaikal Port Pvt Ltd - India
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