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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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Thursday, 11 June 20
JAN-MAY, INDONESIA SHIPPED 175.15 MILLION TONS OF COAL TO ITS OVERSEAS BUYERS
Indonesia's coal production for the first 5 months of this year have reached 228 million tons. January – May 2020, Indonesia shipped US$ ...
Thursday, 11 June 20
CHINA'S BENCHMARK POWER COAL PRICE EDGES UP - XINHUA
China’s benchmark power coal price rose slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge of ...
Wednesday, 10 June 20
OPEC+ CUTS EXTENSION TO ACCELERATE MARKET REBALANCING - FITCH RATINGS
Fitch Ratings-London-08 June 2020: The OPEC+ agreement to extend by one month record oil production cuts should accelerate market rebalancing, Fitc ...
Wednesday, 10 June 20
MARKET INSIGHT - INTERMODAL
In contrast to the economic projections of the past two years for the first half of 2020, the oil & gas industry and those involved in it faced ...
Wednesday, 10 June 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX DOWN 0.19 PCT - XINHUA
China Taiyuan coal transaction price index stood at 123.71 points Monday, down 0.19 percent week on week.
The index, released by Chi ...
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- Manunggal Multi Energi - Indonesia
- The State Trading Corporation of India Ltd
- Straits Asia Resources Limited - Singapore
- Coalindo Energy - Indonesia
- Tata Chemicals Ltd - India
- Samtan Co., Ltd - South Korea
- Oldendorff Carriers - Singapore
- Altura Mining Limited, Indonesia
- Rashtriya Ispat Nigam Limited - India
- Kumho Petrochemical, South Korea
- Meralco Power Generation, Philippines
- Central Java Power - Indonesia
- Makarim & Taira - Indonesia
- Australian Commodity Traders Exchange
- Uttam Galva Steels Limited - India
- ASAPP Information Group - India
- Power Finance Corporation Ltd., India
- McConnell Dowell - Australia
- Kideco Jaya Agung - Indonesia
- Bangladesh Power Developement Board
- Baramulti Group, Indonesia
- Metalloyd Limited - United Kingdom
- Eastern Energy - Thailand
- Neyveli Lignite Corporation Ltd, - India
- Pendopo Energi Batubara - Indonesia
- Electricity Authority, New Zealand
- PetroVietnam Power Coal Import and Supply Company
- Ceylon Electricity Board - Sri Lanka
- Aditya Birla Group - India
- Global Green Power PLC Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Carbofer General Trading SA - India
- Formosa Plastics Group - Taiwan
- AsiaOL BioFuels Corp., Philippines
- Wood Mackenzie - Singapore
- VISA Power Limited - India
- Iligan Light & Power Inc, Philippines
- IEA Clean Coal Centre - UK
- Bukit Asam (Persero) Tbk - Indonesia
- PowerSource Philippines DevCo
- Indo Tambangraya Megah - Indonesia
- Alfred C Toepfer International GmbH - Germany
- GMR Energy Limited - India
- Petron Corporation, Philippines
- Indonesian Coal Mining Association
- Lanco Infratech Ltd - India
- Siam City Cement - Thailand
- Global Business Power Corporation, Philippines
- Gujarat Sidhee Cement - India
- Wilmar Investment Holdings
- New Zealand Coal & Carbon
- The Treasury - Australian Government
- Parry Sugars Refinery, India
- Kartika Selabumi Mining - Indonesia
- LBH Netherlands Bv - Netherlands
- Georgia Ports Authority, United States
- Economic Council, Georgia
- Goldman Sachs - Singapore
- Ministry of Mines - Canada
- SMG Consultants - Indonesia
- Posco Energy - South Korea
- Tamil Nadu electricity Board
- Trasteel International SA, Italy
- Billiton Holdings Pty Ltd - Australia
- Leighton Contractors Pty Ltd - Australia
- Ministry of Finance - Indonesia
- Sical Logistics Limited - India
- Orica Mining Services - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- IHS Mccloskey Coal Group - USA
- Bhushan Steel Limited - India
- Mercator Lines Limited - India
- Malabar Cements Ltd - India
- Karaikal Port Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- ICICI Bank Limited - India
- White Energy Company Limited
- Price Waterhouse Coopers - Russia
- Intertek Mineral Services - Indonesia
- Standard Chartered Bank - UAE
- Indian Oil Corporation Limited
- TeaM Sual Corporation - Philippines
- Directorate General of MIneral and Coal - Indonesia
- Minerals Council of Australia
- Barasentosa Lestari - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- GAC Shipping (India) Pvt Ltd
- Commonwealth Bank - Australia
- San Jose City I Power Corp, Philippines
- Planning Commission, India
- Latin American Coal - Colombia
- Star Paper Mills Limited - India
- Bharathi Cement Corporation - India
- Heidelberg Cement - Germany
- Kalimantan Lumbung Energi - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Meenaskhi Energy Private Limited - India
- Kaltim Prima Coal - Indonesia
- Xindia Steels Limited - India
- Ambuja Cements Ltd - India
- Sindya Power Generating Company Private Ltd
- GVK Power & Infra Limited - India
- Semirara Mining and Power Corporation, Philippines
- Electricity Generating Authority of Thailand
- Videocon Industries ltd - India
- Renaissance Capital - South Africa
- Sarangani Energy Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Madhucon Powers Ltd - India
- Australian Coal Association
- Vizag Seaport Private Limited - India
- Anglo American - United Kingdom
- Romanian Commodities Exchange
- Rio Tinto Coal - Australia
- Interocean Group of Companies - India
- Grasim Industreis Ltd - India
- Indian Energy Exchange, India
- Cigading International Bulk Terminal - Indonesia
- Toyota Tsusho Corporation, Japan
- Eastern Coal Council - USA
- Bhatia International Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Jindal Steel & Power Ltd - India
- Mjunction Services Limited - India
- Coal and Oil Company - UAE
- Siam City Cement PLC, Thailand
- Bhoruka Overseas - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Port Waratah Coal Services - Australia
- Coastal Gujarat Power Limited - India
- Chettinad Cement Corporation Ltd - India
- Sakthi Sugars Limited - India
- Independent Power Producers Association of India
- Indogreen Group - Indonesia
- Salva Resources Pvt Ltd - India
- Thai Mozambique Logistica
- Aboitiz Power Corporation - Philippines
- Maheswari Brothers Coal Limited - India
- Holcim Trading Pte Ltd - Singapore
- SN Aboitiz Power Inc, Philippines
- Cement Manufacturers Association - India
- Parliament of New Zealand
- European Bulk Services B.V. - Netherlands
- Kobexindo Tractors - Indoneisa
- Chamber of Mines of South Africa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Central Electricity Authority - India
- Marubeni Corporation - India
- Indika Energy - Indonesia
- Energy Development Corp, Philippines
- London Commodity Brokers - England
- Kohat Cement Company Ltd. - Pakistan
- Vedanta Resources Plc - India
- Bayan Resources Tbk. - Indonesia
- Merrill Lynch Commodities Europe
- Banpu Public Company Limited - Thailand
- Bulk Trading Sa - Switzerland
- Ind-Barath Power Infra Limited - India
- Sinarmas Energy and Mining - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Bukit Makmur.PT - Indonesia
- Singapore Mercantile Exchange
- Savvy Resources Ltd - HongKong
- Sree Jayajothi Cements Limited - India
- Borneo Indobara - Indonesia
- Semirara Mining Corp, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Riau Bara Harum - Indonesia
- Kepco SPC Power Corporation, Philippines
- Mintek Dendrill Indonesia
- Agrawal Coal Company - India
- MS Steel International - UAE
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- South Luzon Thermal Energy Corporation
- Thiess Contractors Indonesia
- Simpson Spence & Young - Indonesia
- Globalindo Alam Lestari - Indonesia
- Sojitz Corporation - Japan
- Edison Trading Spa - Italy
- Karbindo Abesyapradhi - Indoneisa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Directorate Of Revenue Intelligence - India
- Africa Commodities Group - South Africa
- Attock Cement Pakistan Limited
- PTC India Limited - India
- Energy Link Ltd, New Zealand
- Essar Steel Hazira Ltd - India
- Bukit Baiduri Energy - Indonesia
- Orica Australia Pty. Ltd.
- Medco Energi Mining Internasional
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- The University of Queensland
- CIMB Investment Bank - Malaysia
- India Bulls Power Limited - India
- Krishnapatnam Port Company Ltd. - India
- Deloitte Consulting - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ministry of Transport, Egypt
- Global Coal Blending Company Limited - Australia
- Gujarat Electricity Regulatory Commission - India
- Jaiprakash Power Ventures ltd
- Kapuas Tunggal Persada - Indonesia
- Mercuria Energy - Indonesia
- Antam Resourcindo - Indonesia
- Binh Thuan Hamico - Vietnam
- CNBM International Corporation - China
- SMC Global Power, Philippines
- Miang Besar Coal Terminal - Indonesia
- PNOC Exploration Corporation - Philippines
- Gujarat Mineral Development Corp Ltd - India
- Dalmia Cement Bharat India
- Larsen & Toubro Limited - India
- OPG Power Generation Pvt Ltd - India
- International Coal Ventures Pvt Ltd - India
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