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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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Wednesday, 01 July 20
COLOMBIA'S COAL EXPORT VOLUMES HAVE STEADILY DECLINED IN RECENT YEARS - BANCHERO COSTA
Colombia is the world’s fifth largest seaborne exporter of coal, coming after Australia, Indonesia, Russia and the USA.
Export ...
Wednesday, 01 July 20
MARKET INSIGHT - INTERMODAL
It was beginning of 2020 – close to 6 months from now – when we first experienced the huge impact of the COVID 19 outbreak on Ship Repa ...
Monday, 29 June 20
INDONESIAN COAL AT THE MERCY OF THE DRAGON AND TIGER - GHEE PEH | IEEFA
Coal sector analysts have been busy in recent months mapping the negative impact of low coal prices from the COVID-19 pandemic on Indonesian coal c ...
Monday, 29 June 20
FALLING DEMAND IN CHINA AND INDIA SIGNAL TOUGH TIMES AHEAD FOR INDONESIAN EXPORTS - GHEE PEH | EEFA
Assessing the Impact on Indonesian Coal Companies
The bad news for Indonesia’s coal companies is that they are likely to have ...
Monday, 29 June 20
INDIA COAL IMPORT OUTLOOK: WEAK DEMAND, IMPORT SUBSTITUTION, EXPECT 20% YOY DECLINE - GHEE PEH | IEEFA
For India, the coal demand indicators have clearly turned negative.
According to Argus Media, since the government declared a ...
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- Semirara Mining Corp, Philippines
- Siam City Cement - Thailand
- Gujarat Electricity Regulatory Commission - India
- Commonwealth Bank - Australia
- Globalindo Alam Lestari - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Bukit Makmur.PT - Indonesia
- VISA Power Limited - India
- Larsen & Toubro Limited - India
- Thiess Contractors Indonesia
- Gujarat Sidhee Cement - India
- The University of Queensland
- Maheswari Brothers Coal Limited - India
- Kepco SPC Power Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Oldendorff Carriers - Singapore
- Ministry of Transport, Egypt
- TeaM Sual Corporation - Philippines
- Rio Tinto Coal - Australia
- Thai Mozambique Logistica
- Barasentosa Lestari - Indonesia
- Mercuria Energy - Indonesia
- PTC India Limited - India
- Madhucon Powers Ltd - India
- Renaissance Capital - South Africa
- Independent Power Producers Association of India
- Sindya Power Generating Company Private Ltd
- Salva Resources Pvt Ltd - India
- Borneo Indobara - Indonesia
- OPG Power Generation Pvt Ltd - India
- Mintek Dendrill Indonesia
- Kumho Petrochemical, South Korea
- Coalindo Energy - Indonesia
- San Jose City I Power Corp, Philippines
- Sical Logistics Limited - India
- Power Finance Corporation Ltd., India
- Central Electricity Authority - India
- New Zealand Coal & Carbon
- Port Waratah Coal Services - Australia
- Meenaskhi Energy Private Limited - India
- Central Java Power - Indonesia
- Kobexindo Tractors - Indoneisa
- Sojitz Corporation - Japan
- TNB Fuel Sdn Bhd - Malaysia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Aditya Birla Group - India
- PetroVietnam Power Coal Import and Supply Company
- Vizag Seaport Private Limited - India
- Jaiprakash Power Ventures ltd
- Wood Mackenzie - Singapore
- CIMB Investment Bank - Malaysia
- Bahari Cakrawala Sebuku - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Indonesian Coal Mining Association
- CNBM International Corporation - China
- Tata Chemicals Ltd - India
- Australian Commodity Traders Exchange
- Uttam Galva Steels Limited - India
- PowerSource Philippines DevCo
- Eastern Energy - Thailand
- Sree Jayajothi Cements Limited - India
- Bayan Resources Tbk. - Indonesia
- Manunggal Multi Energi - Indonesia
- Siam City Cement PLC, Thailand
- Bulk Trading Sa - Switzerland
- Economic Council, Georgia
- Aboitiz Power Corporation - Philippines
- IHS Mccloskey Coal Group - USA
- Directorate Of Revenue Intelligence - India
- Kideco Jaya Agung - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Electricity Authority, New Zealand
- Ambuja Cements Ltd - India
- Planning Commission, India
- Banpu Public Company Limited - Thailand
- Gujarat Mineral Development Corp Ltd - India
- Billiton Holdings Pty Ltd - Australia
- ASAPP Information Group - India
- Orica Mining Services - Indonesia
- The Treasury - Australian Government
- Global Coal Blending Company Limited - Australia
- GAC Shipping (India) Pvt Ltd
- Holcim Trading Pte Ltd - Singapore
- Anglo American - United Kingdom
- Marubeni Corporation - India
- Standard Chartered Bank - UAE
- Ceylon Electricity Board - Sri Lanka
- Cigading International Bulk Terminal - Indonesia
- Orica Australia Pty. Ltd.
- Pipit Mutiara Jaya. PT, Indonesia
- Dalmia Cement Bharat India
- Bhoruka Overseas - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Antam Resourcindo - Indonesia
- Meralco Power Generation, Philippines
- Bharathi Cement Corporation - India
- Africa Commodities Group - South Africa
- Vijayanagar Sugar Pvt Ltd - India
- Posco Energy - South Korea
- Energy Development Corp, Philippines
- Kapuas Tunggal Persada - Indonesia
- IEA Clean Coal Centre - UK
- SMC Global Power, Philippines
- Goldman Sachs - Singapore
- Price Waterhouse Coopers - Russia
- SMG Consultants - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Intertek Mineral Services - Indonesia
- Samtan Co., Ltd - South Korea
- Bukit Baiduri Energy - Indonesia
- Australian Coal Association
- Petrochimia International Co. Ltd.- Taiwan
- Electricity Generating Authority of Thailand
- Eastern Coal Council - USA
- Directorate General of MIneral and Coal - Indonesia
- Therma Luzon, Inc, Philippines
- GVK Power & Infra Limited - India
- Merrill Lynch Commodities Europe
- Grasim Industreis Ltd - India
- Bhatia International Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Cement Manufacturers Association - India
- Altura Mining Limited, Indonesia
- Bhushan Steel Limited - India
- Mercator Lines Limited - India
- Georgia Ports Authority, United States
- Indian Energy Exchange, India
- Makarim & Taira - Indonesia
- European Bulk Services B.V. - Netherlands
- Romanian Commodities Exchange
- Jorong Barutama Greston.PT - Indonesia
- Ministry of Mines - Canada
- SN Aboitiz Power Inc, Philippines
- Baramulti Group, Indonesia
- Star Paper Mills Limited - India
- Mjunction Services Limited - India
- Singapore Mercantile Exchange
- Bangladesh Power Developement Board
- Interocean Group of Companies - India
- Timah Investasi Mineral - Indoneisa
- Metalloyd Limited - United Kingdom
- London Commodity Brokers - England
- Miang Besar Coal Terminal - Indonesia
- Ministry of Finance - Indonesia
- Chettinad Cement Corporation Ltd - India
- Karaikal Port Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Iligan Light & Power Inc, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Leighton Contractors Pty Ltd - Australia
- Attock Cement Pakistan Limited
- ICICI Bank Limited - India
- South Luzon Thermal Energy Corporation
- Energy Link Ltd, New Zealand
- Edison Trading Spa - Italy
- Savvy Resources Ltd - HongKong
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Lanco Infratech Ltd - India
- Indian Oil Corporation Limited
- Coastal Gujarat Power Limited - India
- Minerals Council of Australia
- Agrawal Coal Company - India
- Heidelberg Cement - Germany
- Asmin Koalindo Tuhup - Indonesia
- Tamil Nadu electricity Board
- Sinarmas Energy and Mining - Indonesia
- PNOC Exploration Corporation - Philippines
- Deloitte Consulting - India
- White Energy Company Limited
- Trasteel International SA, Italy
- Pendopo Energi Batubara - Indonesia
- Formosa Plastics Group - Taiwan
- Simpson Spence & Young - Indonesia
- Essar Steel Hazira Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- McConnell Dowell - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- MS Steel International - UAE
- Kartika Selabumi Mining - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- The State Trading Corporation of India Ltd
- Petron Corporation, Philippines
- Wilmar Investment Holdings
- Rashtriya Ispat Nigam Limited - India
- Jindal Steel & Power Ltd - India
- Global Green Power PLC Corporation, Philippines
- Riau Bara Harum - Indonesia
- Parliament of New Zealand
- Toyota Tsusho Corporation, Japan
- Latin American Coal - Colombia
- Binh Thuan Hamico - Vietnam
- India Bulls Power Limited - India
- Straits Asia Resources Limited - Singapore
- Coal and Oil Company - UAE
- Semirara Mining and Power Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Sarangani Energy Corporation, Philippines
- Parry Sugars Refinery, India
- Xindia Steels Limited - India
- International Coal Ventures Pvt Ltd - India
- GMR Energy Limited - India
- Carbofer General Trading SA - India
- Indogreen Group - Indonesia
- Vedanta Resources Plc - India
- Chamber of Mines of South Africa
- LBH Netherlands Bv - Netherlands
- Medco Energi Mining Internasional
- Ind-Barath Power Infra Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Sakthi Sugars Limited - India
- Videocon Industries ltd - India
- Malabar Cements Ltd - India
- Indika Energy - Indonesia
- Indo Tambangraya Megah - Indonesia
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