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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, 16 June 20
SHALE SHOCKED - WOOD MACKENZIE
Capturing shut-ins in real time
Oil markets are searching for balance as the world reflects on the impact of the COVID-19 pandemic. ...
Sunday, 14 June 20
INDONESIAN COAL WAS STILL IN DEMAND; A 52,000-DWT SUPRAMAX FIXING DELIVERY CJK FOR A ROUND VOYAGE VIA INDONESIA AT $6,250 - BALTIC BRIEFING
Capesize
The Capesize market made new highs for the year this week after strong iron ore demand to the far east continued to develop in the mar ...
Friday, 12 June 20
CHINA CURBS COAL IMPORTS AFTER 5 MONTHS OF RECORD INFLOWS - SOURCES: REUTERS
China has stepped up customs checks for coal imports, leading to lengthy processing delays at ports, four sources familiar with the matter said, as ...
Friday, 12 June 20
COAL INDIA LIMITED SET FOR MARKETING DRIVE TO CREATE DEMAND - FINANCIAL EXPRESS
State-run miner Coal India (CIL), which is primarily focused on supplying coal to the power sector, is now reorienting its marketing to create dema ...
Friday, 12 June 20
MOODY'S REVISES BRENT OIL PRICE OUTLOOK TO $35/BARREL IN 2020 - TASS
Low oil prices are likely to exert the highest pressure on Iraq, Oman and Kuwait due to the limited space for the fiscal policy pursuit and higher ...
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- Xindia Steels Limited - India
- Chamber of Mines of South Africa
- Larsen & Toubro Limited - India
- Pendopo Energi Batubara - Indonesia
- Mercuria Energy - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Petron Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- PetroVietnam Power Coal Import and Supply Company
- PowerSource Philippines DevCo
- Minerals Council of Australia
- Vizag Seaport Private Limited - India
- Gujarat Sidhee Cement - India
- South Luzon Thermal Energy Corporation
- Bhoruka Overseas - Indonesia
- Mintek Dendrill Indonesia
- Globalindo Alam Lestari - Indonesia
- The State Trading Corporation of India Ltd
- GMR Energy Limited - India
- Kideco Jaya Agung - Indonesia
- Aboitiz Power Corporation - Philippines
- Goldman Sachs - Singapore
- Siam City Cement PLC, Thailand
- Wood Mackenzie - Singapore
- Jorong Barutama Greston.PT - Indonesia
- Semirara Mining Corp, Philippines
- Jaiprakash Power Ventures ltd
- Bukit Makmur.PT - Indonesia
- Borneo Indobara - Indonesia
- SMG Consultants - Indonesia
- Orica Australia Pty. Ltd.
- Lanco Infratech Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Dalmia Cement Bharat India
- CNBM International Corporation - China
- Sree Jayajothi Cements Limited - India
- Formosa Plastics Group - Taiwan
- India Bulls Power Limited - India
- Rio Tinto Coal - Australia
- Attock Cement Pakistan Limited
- Star Paper Mills Limited - India
- Savvy Resources Ltd - HongKong
- Bank of Tokyo Mitsubishi UFJ Ltd
- PTC India Limited - India
- Kohat Cement Company Ltd. - Pakistan
- White Energy Company Limited
- Makarim & Taira - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Riau Bara Harum - Indonesia
- Kobexindo Tractors - Indoneisa
- Therma Luzon, Inc, Philippines
- Ceylon Electricity Board - Sri Lanka
- Interocean Group of Companies - India
- Carbofer General Trading SA - India
- Kalimantan Lumbung Energi - Indonesia
- Mercator Lines Limited - India
- Ministry of Mines - Canada
- Gujarat Mineral Development Corp Ltd - India
- Iligan Light & Power Inc, Philippines
- Indo Tambangraya Megah - Indonesia
- Ministry of Finance - Indonesia
- European Bulk Services B.V. - Netherlands
- Bulk Trading Sa - Switzerland
- OPG Power Generation Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Australian Commodity Traders Exchange
- Mjunction Services Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- International Coal Ventures Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- Malabar Cements Ltd - India
- Thai Mozambique Logistica
- Essar Steel Hazira Ltd - India
- Indonesian Coal Mining Association
- Kepco SPC Power Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Bayan Resources Tbk. - Indonesia
- Salva Resources Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Electricity Generating Authority of Thailand
- Electricity Authority, New Zealand
- Vedanta Resources Plc - India
- Uttam Galva Steels Limited - India
- Port Waratah Coal Services - Australia
- Indian Oil Corporation Limited
- MS Steel International - UAE
- Australian Coal Association
- Merrill Lynch Commodities Europe
- Sakthi Sugars Limited - India
- Georgia Ports Authority, United States
- Bukit Baiduri Energy - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Bangladesh Power Developement Board
- Madhucon Powers Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- London Commodity Brokers - England
- Offshore Bulk Terminal Pte Ltd, Singapore
- Oldendorff Carriers - Singapore
- Global Green Power PLC Corporation, Philippines
- Edison Trading Spa - Italy
- Heidelberg Cement - Germany
- Coastal Gujarat Power Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- VISA Power Limited - India
- Cement Manufacturers Association - India
- The Treasury - Australian Government
- Price Waterhouse Coopers - Russia
- ICICI Bank Limited - India
- Singapore Mercantile Exchange
- Parliament of New Zealand
- Binh Thuan Hamico - Vietnam
- Baramulti Group, Indonesia
- Central Electricity Authority - India
- Gujarat Electricity Regulatory Commission - India
- Toyota Tsusho Corporation, Japan
- Africa Commodities Group - South Africa
- Thiess Contractors Indonesia
- Kaltim Prima Coal - Indonesia
- Ind-Barath Power Infra Limited - India
- Banpu Public Company Limited - Thailand
- Bharathi Cement Corporation - India
- Bhatia International Limited - India
- Alfred C Toepfer International GmbH - Germany
- Orica Mining Services - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Sical Logistics Limited - India
- Sindya Power Generating Company Private Ltd
- LBH Netherlands Bv - Netherlands
- Maheswari Brothers Coal Limited - India
- The University of Queensland
- Deloitte Consulting - India
- Manunggal Multi Energi - Indonesia
- Siam City Cement - Thailand
- Coal and Oil Company - UAE
- Sarangani Energy Corporation, Philippines
- ASAPP Information Group - India
- Economic Council, Georgia
- Directorate General of MIneral and Coal - Indonesia
- Kartika Selabumi Mining - Indonesia
- Renaissance Capital - South Africa
- Kumho Petrochemical, South Korea
- Karbindo Abesyapradhi - Indoneisa
- Tamil Nadu electricity Board
- Parry Sugars Refinery, India
- Agrawal Coal Company - India
- Latin American Coal - Colombia
- Energy Link Ltd, New Zealand
- Videocon Industries ltd - India
- Indogreen Group - Indonesia
- Metalloyd Limited - United Kingdom
- Grasim Industreis Ltd - India
- Medco Energi Mining Internasional
- Central Java Power - Indonesia
- CIMB Investment Bank - Malaysia
- SMC Global Power, Philippines
- Trasteel International SA, Italy
- Ambuja Cements Ltd - India
- McConnell Dowell - Australia
- Samtan Co., Ltd - South Korea
- PNOC Exploration Corporation - Philippines
- Bhushan Steel Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Miang Besar Coal Terminal - Indonesia
- IHS Mccloskey Coal Group - USA
- Ministry of Transport, Egypt
- Global Coal Blending Company Limited - Australia
- Power Finance Corporation Ltd., India
- Independent Power Producers Association of India
- Indian Energy Exchange, India
- Anglo American - United Kingdom
- Leighton Contractors Pty Ltd - Australia
- Antam Resourcindo - Indonesia
- Eastern Coal Council - USA
- GVK Power & Infra Limited - India
- Meenaskhi Energy Private Limited - India
- Meralco Power Generation, Philippines
- Tata Chemicals Ltd - India
- Directorate Of Revenue Intelligence - India
- Chettinad Cement Corporation Ltd - India
- Intertek Mineral Services - Indonesia
- Karaikal Port Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- San Jose City I Power Corp, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Kapuas Tunggal Persada - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Sojitz Corporation - Japan
- Coalindo Energy - Indonesia
- New Zealand Coal & Carbon
- Planning Commission, India
- Romanian Commodities Exchange
- TNB Fuel Sdn Bhd - Malaysia
- Wilmar Investment Holdings
- GAC Shipping (India) Pvt Ltd
- Altura Mining Limited, Indonesia
- Indika Energy - Indonesia
- Global Business Power Corporation, Philippines
- Commonwealth Bank - Australia
- Sinarmas Energy and Mining - Indonesia
- Posco Energy - South Korea
- Aditya Birla Group - India
- IEA Clean Coal Centre - UK
- Marubeni Corporation - India
- Simpson Spence & Young - Indonesia
- Standard Chartered Bank - UAE
- TeaM Sual Corporation - Philippines
- Barasentosa Lestari - Indonesia
- Eastern Energy - Thailand
- Energy Development Corp, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
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