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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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Monday, 29 June 20
CHINA COAL IMPORT OUTLOOK: MANY MOVING PARTS, FORECAST TO FALL 10% YOY - GHEE PEH | IEEFA
China’s coal demand declined in the first quarter of 2020. According to the China National Coal Association, the country consumed 870mt in th ...
Monday, 29 June 20
ULTRAMAX: A 58,000 FIXING DELIVERY SINGAPORE TRIP, VIA EAST COAST INDIA, REDELIVERY CHINA IN THE LOW $12,000S - BALTIC BRIEFING
Capesize
As the halfway mark of 2020 arrives, the capesize market is making new highs for the year. From persistent lows earlier caused by a ba ...
Saturday, 27 June 20
CHINA'S BENCHMARK POWER COAL PRICE REMAINS FLAT - XINHUA
China’s benchmark power coal price remained flat during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge of ...
Friday, 26 June 20
WHAT TODAY'S BAILOUTS CAN DO FOR TOMORROW'S ECONOMIES - WORLD ECONOMIC FORUM
The COVID-19 crisis provides an opportunity for governments to build fairer, more sustainable and more resilient economies.
Governments a ...
Thursday, 25 June 20
ALL YOU WANT TO KNOW ABOUT COAL MINE AUCTIONS - THE HINDU BUSINESS LINE
Last week, Prime Minister Narendra Modi threw open the auction of 41 coal blocks for commercial mining. The decision, which was part of the announc ...
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- Deloitte Consulting - India
- Samtan Co., Ltd - South Korea
- Malabar Cements Ltd - India
- Anglo American - United Kingdom
- Bhoruka Overseas - Indonesia
- Savvy Resources Ltd - HongKong
- Bukit Asam (Persero) Tbk - Indonesia
- Wood Mackenzie - Singapore
- Intertek Mineral Services - Indonesia
- Kepco SPC Power Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Independent Power Producers Association of India
- Orica Australia Pty. Ltd.
- AsiaOL BioFuels Corp., Philippines
- Maharashtra Electricity Regulatory Commission - India
- Antam Resourcindo - Indonesia
- Singapore Mercantile Exchange
- Coalindo Energy - Indonesia
- Orica Mining Services - Indonesia
- PTC India Limited - India
- GMR Energy Limited - India
- CIMB Investment Bank - Malaysia
- Videocon Industries ltd - India
- Leighton Contractors Pty Ltd - Australia
- The University of Queensland
- International Coal Ventures Pvt Ltd - India
- Gujarat Sidhee Cement - India
- Vizag Seaport Private Limited - India
- Port Waratah Coal Services - Australia
- The Treasury - Australian Government
- Borneo Indobara - Indonesia
- Kideco Jaya Agung - Indonesia
- Global Business Power Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Meralco Power Generation, Philippines
- Trasteel International SA, Italy
- ICICI Bank Limited - India
- Holcim Trading Pte Ltd - Singapore
- PetroVietnam Power Coal Import and Supply Company
- Mercuria Energy - Indonesia
- SMG Consultants - Indonesia
- Energy Link Ltd, New Zealand
- Bayan Resources Tbk. - Indonesia
- Ministry of Mines - Canada
- IHS Mccloskey Coal Group - USA
- Makarim & Taira - Indonesia
- Grasim Industreis Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Kumho Petrochemical, South Korea
- Power Finance Corporation Ltd., India
- Jorong Barutama Greston.PT - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Sree Jayajothi Cements Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- White Energy Company Limited
- Dalmia Cement Bharat India
- Siam City Cement - Thailand
- LBH Netherlands Bv - Netherlands
- Toyota Tsusho Corporation, Japan
- Standard Chartered Bank - UAE
- Siam City Cement PLC, Thailand
- Directorate General of MIneral and Coal - Indonesia
- Merrill Lynch Commodities Europe
- McConnell Dowell - Australia
- VISA Power Limited - India
- Ambuja Cements Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Energy Development Corp, Philippines
- Coal and Oil Company - UAE
- Directorate Of Revenue Intelligence - India
- Barasentosa Lestari - Indonesia
- Parliament of New Zealand
- Agrawal Coal Company - India
- Manunggal Multi Energi - Indonesia
- TeaM Sual Corporation - Philippines
- Semirara Mining and Power Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- Bukit Baiduri Energy - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Gujarat Electricity Regulatory Commission - India
- New Zealand Coal & Carbon
- Indo Tambangraya Megah - Indonesia
- Bangladesh Power Developement Board
- IEA Clean Coal Centre - UK
- Electricity Generating Authority of Thailand
- Tata Chemicals Ltd - India
- Parry Sugars Refinery, India
- Indian Oil Corporation Limited
- Globalindo Alam Lestari - Indonesia
- Larsen & Toubro Limited - India
- Binh Thuan Hamico - Vietnam
- SN Aboitiz Power Inc, Philippines
- Vedanta Resources Plc - India
- Carbofer General Trading SA - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indika Energy - Indonesia
- Bhatia International Limited - India
- Latin American Coal - Colombia
- GVK Power & Infra Limited - India
- Indonesian Coal Mining Association
- Madhucon Powers Ltd - India
- Eastern Energy - Thailand
- Sarangani Energy Corporation, Philippines
- Goldman Sachs - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Billiton Holdings Pty Ltd - Australia
- Marubeni Corporation - India
- Bukit Makmur.PT - Indonesia
- Africa Commodities Group - South Africa
- Meenaskhi Energy Private Limited - India
- Posco Energy - South Korea
- GN Power Mariveles Coal Plant, Philippines
- PowerSource Philippines DevCo
- Krishnapatnam Port Company Ltd. - India
- Riau Bara Harum - Indonesia
- Ministry of Finance - Indonesia
- Price Waterhouse Coopers - Russia
- Medco Energi Mining Internasional
- Mjunction Services Limited - India
- Ind-Barath Power Infra Limited - India
- ASAPP Information Group - India
- San Jose City I Power Corp, Philippines
- Xindia Steels Limited - India
- OPG Power Generation Pvt Ltd - India
- Cement Manufacturers Association - India
- The State Trading Corporation of India Ltd
- Bank of Tokyo Mitsubishi UFJ Ltd
- Mercator Lines Limited - India
- Salva Resources Pvt Ltd - India
- Indian Energy Exchange, India
- Aboitiz Power Corporation - Philippines
- Alfred C Toepfer International GmbH - Germany
- Ceylon Electricity Board - Sri Lanka
- Interocean Group of Companies - India
- Kaltim Prima Coal - Indonesia
- Sojitz Corporation - Japan
- Electricity Authority, New Zealand
- Georgia Ports Authority, United States
- Economic Council, Georgia
- Kobexindo Tractors - Indoneisa
- Bahari Cakrawala Sebuku - Indonesia
- SMC Global Power, Philippines
- Altura Mining Limited, Indonesia
- Lanco Infratech Ltd - India
- Iligan Light & Power Inc, Philippines
- CNBM International Corporation - China
- GAC Shipping (India) Pvt Ltd
- Petrochimia International Co. Ltd.- Taiwan
- Chamber of Mines of South Africa
- Kalimantan Lumbung Energi - Indonesia
- Thiess Contractors Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Metalloyd Limited - United Kingdom
- Aditya Birla Group - India
- Indogreen Group - Indonesia
- Attock Cement Pakistan Limited
- Uttam Galva Steels Limited - India
- Timah Investasi Mineral - Indoneisa
- Romanian Commodities Exchange
- Heidelberg Cement - Germany
- Rashtriya Ispat Nigam Limited - India
- Bulk Trading Sa - Switzerland
- Rio Tinto Coal - Australia
- Sinarmas Energy and Mining - Indonesia
- Global Coal Blending Company Limited - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Mintek Dendrill Indonesia
- PNOC Exploration Corporation - Philippines
- Australian Commodity Traders Exchange
- Bharathi Cement Corporation - India
- Star Paper Mills Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Essar Steel Hazira Ltd - India
- London Commodity Brokers - England
- Karaikal Port Pvt Ltd - India
- Eastern Coal Council - USA
- Simpson Spence & Young - Indonesia
- Petron Corporation, Philippines
- Commonwealth Bank - Australia
- Tamil Nadu electricity Board
- Banpu Public Company Limited - Thailand
- Formosa Plastics Group - Taiwan
- Jaiprakash Power Ventures ltd
- Straits Asia Resources Limited - Singapore
- Bhushan Steel Limited - India
- Oldendorff Carriers - Singapore
- Thai Mozambique Logistica
- Global Green Power PLC Corporation, Philippines
- Central Electricity Authority - India
- Kartika Selabumi Mining - Indonesia
- Ministry of Transport, Egypt
- Minerals Council of Australia
- Coastal Gujarat Power Limited - India
- Baramulti Group, Indonesia
- Jindal Steel & Power Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- India Bulls Power Limited - India
- Sical Logistics Limited - India
- Central Java Power - Indonesia
- European Bulk Services B.V. - Netherlands
- Renaissance Capital - South Africa
- Therma Luzon, Inc, Philippines
- Edison Trading Spa - Italy
- Wilmar Investment Holdings
- Sakthi Sugars Limited - India
- South Luzon Thermal Energy Corporation
- Australian Coal Association
- Neyveli Lignite Corporation Ltd, - India
- Semirara Mining Corp, Philippines
- MS Steel International - UAE
- Planning Commission, India
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