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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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Saturday, 20 June 20
NO ESCAPING GLOBAL TRADE SLUMP - BALTIC EXCHANGE
Those hoping for a decent recovery in trade in the second half of the year should prepare for disappointment.
New data from the Unit ...
Friday, 19 June 20
INDIA'S COAL CONSUMPTION GROWTH IN 2019 SLOWEST SINCE 2001: BP STATS REVIEW - HINDU BUSINESS LINE
Growth in global energy markets slowed in 2019 in line with weaker economic growth, according to the bp Statistical Review of World Energy 2020. Th ...
Friday, 19 June 20
KOWEPO TO IMPORT 1,050,000 MT OF MIN 5300 NCV COAL FOR THREE YEARS
COALspot.com: Korera Western Power Co., Ltd. (KOWEPO) has issued an International tender for Total 1,050k MT Min.5,300 kcal/kg NCV coal for t ...
Thursday, 18 June 20
INDIA: GOVT'S PLAN TO CUT COAL IMPORT GOES FOR A TOSS AS FY20 BREAKS LOGISTICS CHAIN; LOCAL OUTPUT STAGNANT - FINANCIAL EXPRESS
Weak logistics support and disrupted supply chain towards the end of the last financial year 2019-20 hit the government’s plan to cut coal im ...
Thursday, 18 June 20
INDIA: THERMAL PLANTS TO OPERATE BELOW 53% CAPACITY IN FY21 AS POWER DEMAND DIPS - BUSINESS STANDARD
The Plant Load Factor (PLF) of thermal power stations across the country is projected to dip below 53 per cent in this fiscal. Muted power demand f ...
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- Meenaskhi Energy Private Limited - India
- Edison Trading Spa - Italy
- Maheswari Brothers Coal Limited - India
- Australian Coal Association
- Toyota Tsusho Corporation, Japan
- Planning Commission, India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- VISA Power Limited - India
- Bhatia International Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Rio Tinto Coal - Australia
- PTC India Limited - India
- Energy Development Corp, Philippines
- GMR Energy Limited - India
- IEA Clean Coal Centre - UK
- White Energy Company Limited
- Essar Steel Hazira Ltd - India
- Sical Logistics Limited - India
- Attock Cement Pakistan Limited
- Petron Corporation, Philippines
- Coal and Oil Company - UAE
- San Jose City I Power Corp, Philippines
- Kaltim Prima Coal - Indonesia
- South Luzon Thermal Energy Corporation
- Jaiprakash Power Ventures ltd
- Indogreen Group - Indonesia
- Anglo American - United Kingdom
- Sakthi Sugars Limited - India
- India Bulls Power Limited - India
- Ministry of Mines - Canada
- Ind-Barath Power Infra Limited - India
- Ambuja Cements Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Minerals Council of Australia
- Malabar Cements Ltd - India
- Manunggal Multi Energi - Indonesia
- Metalloyd Limited - United Kingdom
- Wilmar Investment Holdings
- The University of Queensland
- GVK Power & Infra Limited - India
- Pendopo Energi Batubara - Indonesia
- International Coal Ventures Pvt Ltd - India
- Indian Oil Corporation Limited
- Larsen & Toubro Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Tata Chemicals Ltd - India
- IHS Mccloskey Coal Group - USA
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Vedanta Resources Plc - India
- Price Waterhouse Coopers - Russia
- GAC Shipping (India) Pvt Ltd
- The State Trading Corporation of India Ltd
- Makarim & Taira - Indonesia
- Goldman Sachs - Singapore
- Africa Commodities Group - South Africa
- Altura Mining Limited, Indonesia
- New Zealand Coal & Carbon
- OPG Power Generation Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Timah Investasi Mineral - Indoneisa
- Coalindo Energy - Indonesia
- Orica Australia Pty. Ltd.
- Romanian Commodities Exchange
- Interocean Group of Companies - India
- Global Green Power PLC Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- Mintek Dendrill Indonesia
- Intertek Mineral Services - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Binh Thuan Hamico - Vietnam
- Cement Manufacturers Association - India
- Georgia Ports Authority, United States
- SMG Consultants - Indonesia
- Eastern Energy - Thailand
- Parliament of New Zealand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Central Java Power - Indonesia
- Mercuria Energy - Indonesia
- Mjunction Services Limited - India
- Rashtriya Ispat Nigam Limited - India
- Siam City Cement PLC, Thailand
- PNOC Exploration Corporation - Philippines
- Xindia Steels Limited - India
- Miang Besar Coal Terminal - Indonesia
- Aditya Birla Group - India
- Bayan Resources Tbk. - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Central Electricity Authority - India
- Samtan Co., Ltd - South Korea
- Directorate Of Revenue Intelligence - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Carbofer General Trading SA - India
- Kapuas Tunggal Persada - Indonesia
- Jindal Steel & Power Ltd - India
- Lanco Infratech Ltd - India
- Posco Energy - South Korea
- GN Power Mariveles Coal Plant, Philippines
- Star Paper Mills Limited - India
- Economic Council, Georgia
- Karbindo Abesyapradhi - Indoneisa
- Vizag Seaport Private Limited - India
- SN Aboitiz Power Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Kartika Selabumi Mining - Indonesia
- Marubeni Corporation - India
- Thai Mozambique Logistica
- Latin American Coal - Colombia
- Bukit Makmur.PT - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Meralco Power Generation, Philippines
- PowerSource Philippines DevCo
- Sojitz Corporation - Japan
- Bangladesh Power Developement Board
- Kumho Petrochemical, South Korea
- Chettinad Cement Corporation Ltd - India
- Riau Bara Harum - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Maharashtra Electricity Regulatory Commission - India
- Videocon Industries ltd - India
- Straits Asia Resources Limited - Singapore
- Sarangani Energy Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- Global Business Power Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Antam Resourcindo - Indonesia
- Global Coal Blending Company Limited - Australia
- Asmin Koalindo Tuhup - Indonesia
- Singapore Mercantile Exchange
- The Treasury - Australian Government
- Thiess Contractors Indonesia
- Semirara Mining Corp, Philippines
- Kideco Jaya Agung - Indonesia
- Standard Chartered Bank - UAE
- Electricity Generating Authority of Thailand
- Gujarat Electricity Regulatory Commission - India
- SMC Global Power, Philippines
- Barasentosa Lestari - Indonesia
- LBH Netherlands Bv - Netherlands
- Iligan Light & Power Inc, Philippines
- Indika Energy - Indonesia
- Australian Commodity Traders Exchange
- Sree Jayajothi Cements Limited - India
- Dalmia Cement Bharat India
- ICICI Bank Limited - India
- Bukit Baiduri Energy - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Sindya Power Generating Company Private Ltd
- Electricity Authority, New Zealand
- Port Waratah Coal Services - Australia
- Bulk Trading Sa - Switzerland
- Bhushan Steel Limited - India
- Cigading International Bulk Terminal - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Indonesian Coal Mining Association
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Heidelberg Cement - Germany
- Tamil Nadu electricity Board
- Aboitiz Power Corporation - Philippines
- Oldendorff Carriers - Singapore
- Simpson Spence & Young - Indonesia
- Baramulti Group, Indonesia
- Ministry of Transport, Egypt
- Energy Link Ltd, New Zealand
- Independent Power Producers Association of India
- Bharathi Cement Corporation - India
- Indian Energy Exchange, India
- Grasim Industreis Ltd - India
- McConnell Dowell - Australia
- Ministry of Finance - Indonesia
- London Commodity Brokers - England
- Chamber of Mines of South Africa
- Salva Resources Pvt Ltd - India
- CNBM International Corporation - China
- Formosa Plastics Group - Taiwan
- Krishnapatnam Port Company Ltd. - India
- Coastal Gujarat Power Limited - India
- Commonwealth Bank - Australia
- ASAPP Information Group - India
- Holcim Trading Pte Ltd - Singapore
- Medco Energi Mining Internasional
- Uttam Galva Steels Limited - India
- TeaM Sual Corporation - Philippines
- Indo Tambangraya Megah - Indonesia
- Renaissance Capital - South Africa
- CIMB Investment Bank - Malaysia
- MS Steel International - UAE
- Deloitte Consulting - India
- Gujarat Sidhee Cement - India
- Eastern Coal Council - USA
- Siam City Cement - Thailand
- Merrill Lynch Commodities Europe
- Banpu Public Company Limited - Thailand
- PetroVietnam Power Coal Import and Supply Company
- Vijayanagar Sugar Pvt Ltd - India
- Wood Mackenzie - Singapore
- Borneo Indobara - Indonesia
- Therma Luzon, Inc, Philippines
- Globalindo Alam Lestari - Indonesia
- Savvy Resources Ltd - HongKong
- Madhucon Powers Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Power Finance Corporation Ltd., India
- Bhoruka Overseas - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Jorong Barutama Greston.PT - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Trasteel International SA, Italy
- Karaikal Port Pvt Ltd - India
- Orica Mining Services - Indonesia
- Agrawal Coal Company - India
- Parry Sugars Refinery, India
- Mercator Lines Limited - India
- Kobexindo Tractors - Indoneisa
- Kepco SPC Power Corporation, Philippines
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