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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, 17 June 20
MARKET INSIGHT - INTERMODAL
After experiencing record earnings during the first half of the year, the focus of headlines concerning the tanker market has shifted from the deve ...
Wednesday, 17 June 20
KOREA SOUTHERN POWER CO INVITED 80000 MT OF LOW CALORIFIC VALUE COAL FOR AUGUST 1H, 2020 LOADING
COALspot.com: Korea Southern Power Co., Ltd. (KOSPO) has issued an International tender for 80,000 Metric Tons (MT) Min 4,200 kcal/kg - Max. ...
Tuesday, 16 June 20
A GLOBAL ECONOMIC SLUMP: WHAT WILL IT MEAN FOR METALS AND MINING? - WOOD MACKENZIE
Back before coronavirus knocked “normal” out cold, the key issues for miners were sub-investment prices, rising requirements for ESG an ...
Tuesday, 16 June 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.58 PCT - XINHUA
China Taiyuan coal transaction price index stood at 124.43 points Monday, up 0.58 percent week on week.
The index, released by China ...
Tuesday, 16 June 20
HIGHER IRON ORE PRICES OFFSET CORONAVIRUS-DRIVEN PRODUCTION RISK - FITCH RATINGS
Lower iron ore production in Brazil, resulting from rising coronavirus infections, should only marginally affect the cash flow of Vale and other gl ...
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- Siam City Cement - Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bhatia International Limited - India
- Jorong Barutama Greston.PT - Indonesia
- OPG Power Generation Pvt Ltd - India
- Energy Link Ltd, New Zealand
- CIMB Investment Bank - Malaysia
- ASAPP Information Group - India
- Bukit Baiduri Energy - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Sical Logistics Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Australian Commodity Traders Exchange
- GMR Energy Limited - India
- Aditya Birla Group - India
- Global Coal Blending Company Limited - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Standard Chartered Bank - UAE
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Alfred C Toepfer International GmbH - Germany
- Karaikal Port Pvt Ltd - India
- The Treasury - Australian Government
- Kideco Jaya Agung - Indonesia
- Chettinad Cement Corporation Ltd - India
- SMG Consultants - Indonesia
- SN Aboitiz Power Inc, Philippines
- New Zealand Coal & Carbon
- Barasentosa Lestari - Indonesia
- Bangladesh Power Developement Board
- Bukit Makmur.PT - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Indogreen Group - Indonesia
- Latin American Coal - Colombia
- Riau Bara Harum - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- CNBM International Corporation - China
- Coastal Gujarat Power Limited - India
- AsiaOL BioFuels Corp., Philippines
- Coal and Oil Company - UAE
- Agrawal Coal Company - India
- Metalloyd Limited - United Kingdom
- Asmin Koalindo Tuhup - Indonesia
- Parliament of New Zealand
- Semirara Mining Corp, Philippines
- Wood Mackenzie - Singapore
- Ambuja Cements Ltd - India
- Global Green Power PLC Corporation, Philippines
- SMC Global Power, Philippines
- Edison Trading Spa - Italy
- Bharathi Cement Corporation - India
- Simpson Spence & Young - Indonesia
- Chamber of Mines of South Africa
- Essar Steel Hazira Ltd - India
- Formosa Plastics Group - Taiwan
- The State Trading Corporation of India Ltd
- PetroVietnam Power Coal Import and Supply Company
- India Bulls Power Limited - India
- Indian Oil Corporation Limited
- Cigading International Bulk Terminal - Indonesia
- Bhoruka Overseas - Indonesia
- Banpu Public Company Limited - Thailand
- Africa Commodities Group - South Africa
- Pipit Mutiara Jaya. PT, Indonesia
- Port Waratah Coal Services - Australia
- Antam Resourcindo - Indonesia
- ICICI Bank Limited - India
- Kapuas Tunggal Persada - Indonesia
- Ministry of Mines - Canada
- Rio Tinto Coal - Australia
- Merrill Lynch Commodities Europe
- McConnell Dowell - Australia
- Kepco SPC Power Corporation, Philippines
- Energy Development Corp, Philippines
- Semirara Mining and Power Corporation, Philippines
- Larsen & Toubro Limited - India
- Billiton Holdings Pty Ltd - Australia
- Sree Jayajothi Cements Limited - India
- Thai Mozambique Logistica
- White Energy Company Limited
- Ind-Barath Power Infra Limited - India
- Toyota Tsusho Corporation, Japan
- Georgia Ports Authority, United States
- Lanco Infratech Ltd - India
- Baramulti Group, Indonesia
- Krishnapatnam Port Company Ltd. - India
- Petrochimia International Co. Ltd.- Taiwan
- Cement Manufacturers Association - India
- Deloitte Consulting - India
- London Commodity Brokers - England
- South Luzon Thermal Energy Corporation
- Bhushan Steel Limited - India
- Vedanta Resources Plc - India
- Sindya Power Generating Company Private Ltd
- Holcim Trading Pte Ltd - Singapore
- Kohat Cement Company Ltd. - Pakistan
- Intertek Mineral Services - Indonesia
- Global Business Power Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- Borneo Indobara - Indonesia
- Gujarat Sidhee Cement - India
- Oldendorff Carriers - Singapore
- Parry Sugars Refinery, India
- GVK Power & Infra Limited - India
- Samtan Co., Ltd - South Korea
- VISA Power Limited - India
- Indian Energy Exchange, India
- Grasim Industreis Ltd - India
- Kaltim Prima Coal - Indonesia
- Sakthi Sugars Limited - India
- TeaM Sual Corporation - Philippines
- Eastern Energy - Thailand
- Interocean Group of Companies - India
- Price Waterhouse Coopers - Russia
- Central Java Power - Indonesia
- Renaissance Capital - South Africa
- Wilmar Investment Holdings
- PowerSource Philippines DevCo
- Marubeni Corporation - India
- Vijayanagar Sugar Pvt Ltd - India
- Carbofer General Trading SA - India
- Ministry of Finance - Indonesia
- Vizag Seaport Private Limited - India
- Binh Thuan Hamico - Vietnam
- Heidelberg Cement - Germany
- The University of Queensland
- Gujarat Electricity Regulatory Commission - India
- IEA Clean Coal Centre - UK
- Planning Commission, India
- Australian Coal Association
- PTC India Limited - India
- Therma Luzon, Inc, Philippines
- Indo Tambangraya Megah - Indonesia
- Jaiprakash Power Ventures ltd
- LBH Netherlands Bv - Netherlands
- San Jose City I Power Corp, Philippines
- MS Steel International - UAE
- Kobexindo Tractors - Indoneisa
- Petron Corporation, Philippines
- Tamil Nadu electricity Board
- Trasteel International SA, Italy
- Karbindo Abesyapradhi - Indoneisa
- Jindal Steel & Power Ltd - India
- Singapore Mercantile Exchange
- Iligan Light & Power Inc, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ceylon Electricity Board - Sri Lanka
- Mjunction Services Limited - India
- Straits Asia Resources Limited - Singapore
- Uttam Galva Steels Limited - India
- Salva Resources Pvt Ltd - India
- Orica Australia Pty. Ltd.
- Kalimantan Lumbung Energi - Indonesia
- Timah Investasi Mineral - Indoneisa
- Economic Council, Georgia
- Mercator Lines Limited - India
- Romanian Commodities Exchange
- Commonwealth Bank - Australia
- Aboitiz Power Corporation - Philippines
- GN Power Mariveles Coal Plant, Philippines
- Eastern Coal Council - USA
- Dalmia Cement Bharat India
- Bulk Trading Sa - Switzerland
- Rashtriya Ispat Nigam Limited - India
- Mintek Dendrill Indonesia
- Attock Cement Pakistan Limited
- International Coal Ventures Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- Malabar Cements Ltd - India
- Indika Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Gujarat Mineral Development Corp Ltd - India
- Ministry of Transport, Egypt
- GAC Shipping (India) Pvt Ltd
- Orica Mining Services - Indonesia
- Star Paper Mills Limited - India
- Manunggal Multi Energi - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Meralco Power Generation, Philippines
- Indonesian Coal Mining Association
- Pendopo Energi Batubara - Indonesia
- Bayan Resources Tbk. - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- IHS Mccloskey Coal Group - USA
- Maheswari Brothers Coal Limited - India
- Altura Mining Limited, Indonesia
- Siam City Cement PLC, Thailand
- Goldman Sachs - Singapore
- Power Finance Corporation Ltd., India
- Makarim & Taira - Indonesia
- Electricity Generating Authority of Thailand
- Kumho Petrochemical, South Korea
- Central Electricity Authority - India
- Sarangani Energy Corporation, Philippines
- Medco Energi Mining Internasional
- Mercuria Energy - Indonesia
- Minerals Council of Australia
- Maharashtra Electricity Regulatory Commission - India
- Electricity Authority, New Zealand
- Thiess Contractors Indonesia
- Sojitz Corporation - Japan
- Coalindo Energy - Indonesia
- Xindia Steels Limited - India
- Globalindo Alam Lestari - Indonesia
- Tata Chemicals Ltd - India
- Kartika Selabumi Mining - Indonesia
- European Bulk Services B.V. - Netherlands
- Videocon Industries ltd - India
- Miang Besar Coal Terminal - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Madhucon Powers Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Anglo American - United Kingdom
- Offshore Bulk Terminal Pte Ltd, Singapore
- Independent Power Producers Association of India
- Posco Energy - South Korea
- PNOC Exploration Corporation - Philippines
- Savvy Resources Ltd - HongKong
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