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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, 09 June 20
BUNKER SUPPLY CONTRACTS - KEY CONSIDERATIONS FOR THE BUYER - GARD
KNOWLEDGE TO ELEVATE
Regardless of whether a buyer purchases fuel directly from physical suppliers or via brokers or traders and whether sale ...
Tuesday, 09 June 20
INDIA: COAL IMPORT DROPS BY 20% TO NEARLY 19 MILLION TONNES IN MAY, SAYS REPORT - HINDUSTAN TIMES
The country’s coal import dropped by 20 per cent to 18.93 million tonnes (MT) last month, industry data showed.
The government ...
Monday, 08 June 20
WOOD MACKENZIE: THE INDISPENSABLE OPEC+
Rumours of “the death of OPEC” have been circulating for almost as long as the organisation has existed. Just three years after the car ...
Monday, 08 June 20
CHINA'S COAL IMPORTS FALL NEARLY 20% IN MAY EVEN AS DEMAND RISES - REUTERS
China’s coal imports in May fell nearly 20% compared with a year earlier even as demand recovered at power plants and industrial users, custo ...
Monday, 08 June 20
JUNE 2020 INDONESIAN COAL PRICE REFERENCE HIT US$ 52.98 A TON, ITS LOWEST LEVEL SINCE AT LEAST AUGUST 2016
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down again the benchmark price of Indonesian th ...
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- McConnell Dowell - Australia
- Mjunction Services Limited - India
- Minerals Council of Australia
- Antam Resourcindo - Indonesia
- OPG Power Generation Pvt Ltd - India
- Bharathi Cement Corporation - India
- Globalindo Alam Lestari - Indonesia
- New Zealand Coal & Carbon
- Pipit Mutiara Jaya. PT, Indonesia
- Commonwealth Bank - Australia
- Singapore Mercantile Exchange
- Chamber of Mines of South Africa
- Kideco Jaya Agung - Indonesia
- Samtan Co., Ltd - South Korea
- Ind-Barath Power Infra Limited - India
- Wood Mackenzie - Singapore
- Coastal Gujarat Power Limited - India
- Ministry of Mines - Canada
- Australian Coal Association
- Karbindo Abesyapradhi - Indoneisa
- Barasentosa Lestari - Indonesia
- Tamil Nadu electricity Board
- Bayan Resources Tbk. - Indonesia
- Mercuria Energy - Indonesia
- Orica Mining Services - Indonesia
- Eastern Coal Council - USA
- Romanian Commodities Exchange
- Pendopo Energi Batubara - Indonesia
- Global Coal Blending Company Limited - Australia
- Tata Chemicals Ltd - India
- Ministry of Transport, Egypt
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Cement Manufacturers Association - India
- Miang Besar Coal Terminal - Indonesia
- Simpson Spence & Young - Indonesia
- Jindal Steel & Power Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Meralco Power Generation, Philippines
- Malabar Cements Ltd - India
- Ministry of Finance - Indonesia
- Indogreen Group - Indonesia
- Meenaskhi Energy Private Limited - India
- CIMB Investment Bank - Malaysia
- Sical Logistics Limited - India
- SMG Consultants - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Mintek Dendrill Indonesia
- Latin American Coal - Colombia
- Bukit Baiduri Energy - Indonesia
- Planning Commission, India
- Billiton Holdings Pty Ltd - Australia
- Rio Tinto Coal - Australia
- Dalmia Cement Bharat India
- TeaM Sual Corporation - Philippines
- Kepco SPC Power Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Kumho Petrochemical, South Korea
- Medco Energi Mining Internasional
- Karaikal Port Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- India Bulls Power Limited - India
- Global Green Power PLC Corporation, Philippines
- Electricity Generating Authority of Thailand
- Gujarat Mineral Development Corp Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Lanco Infratech Ltd - India
- Sree Jayajothi Cements Limited - India
- Bhatia International Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- South Luzon Thermal Energy Corporation
- Aboitiz Power Corporation - Philippines
- Attock Cement Pakistan Limited
- Agrawal Coal Company - India
- Interocean Group of Companies - India
- PTC India Limited - India
- Goldman Sachs - Singapore
- Metalloyd Limited - United Kingdom
- Semirara Mining and Power Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Africa Commodities Group - South Africa
- Marubeni Corporation - India
- PNOC Exploration Corporation - Philippines
- Power Finance Corporation Ltd., India
- Star Paper Mills Limited - India
- Global Business Power Corporation, Philippines
- Oldendorff Carriers - Singapore
- VISA Power Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Parliament of New Zealand
- Maheswari Brothers Coal Limited - India
- ASAPP Information Group - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Standard Chartered Bank - UAE
- London Commodity Brokers - England
- GN Power Mariveles Coal Plant, Philippines
- SMC Global Power, Philippines
- The State Trading Corporation of India Ltd
- Kalimantan Lumbung Energi - Indonesia
- Jaiprakash Power Ventures ltd
- Madhucon Powers Ltd - India
- CNBM International Corporation - China
- Economic Council, Georgia
- GMR Energy Limited - India
- Vedanta Resources Plc - India
- Makarim & Taira - Indonesia
- Central Electricity Authority - India
- Siam City Cement PLC, Thailand
- Gujarat Sidhee Cement - India
- Bhoruka Overseas - Indonesia
- Ambuja Cements Ltd - India
- Timah Investasi Mineral - Indoneisa
- Australian Commodity Traders Exchange
- Aditya Birla Group - India
- Essar Steel Hazira Ltd - India
- Deloitte Consulting - India
- Port Waratah Coal Services - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Coalindo Energy - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Petron Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Uttam Galva Steels Limited - India
- Energy Development Corp, Philippines
- Posco Energy - South Korea
- Sakthi Sugars Limited - India
- Directorate Of Revenue Intelligence - India
- Sindya Power Generating Company Private Ltd
- Baramulti Group, Indonesia
- IEA Clean Coal Centre - UK
- Mercator Lines Limited - India
- Thiess Contractors Indonesia
- Kobexindo Tractors - Indoneisa
- Kohat Cement Company Ltd. - Pakistan
- Price Waterhouse Coopers - Russia
- Parry Sugars Refinery, India
- Bhushan Steel Limited - India
- Therma Luzon, Inc, Philippines
- Sojitz Corporation - Japan
- Bangladesh Power Developement Board
- Eastern Energy - Thailand
- Sinarmas Energy and Mining - Indonesia
- Savvy Resources Ltd - HongKong
- Indian Energy Exchange, India
- Siam City Cement - Thailand
- The University of Queensland
- Straits Asia Resources Limited - Singapore
- Larsen & Toubro Limited - India
- Thai Mozambique Logistica
- Rashtriya Ispat Nigam Limited - India
- Grasim Industreis Ltd - India
- Riau Bara Harum - Indonesia
- Formosa Plastics Group - Taiwan
- Bahari Cakrawala Sebuku - Indonesia
- Energy Link Ltd, New Zealand
- Holcim Trading Pte Ltd - Singapore
- Trasteel International SA, Italy
- Borneo Indobara - Indonesia
- Toyota Tsusho Corporation, Japan
- Renaissance Capital - South Africa
- Asmin Koalindo Tuhup - Indonesia
- Heidelberg Cement - Germany
- Wilmar Investment Holdings
- GVK Power & Infra Limited - India
- IHS Mccloskey Coal Group - USA
- Directorate General of MIneral and Coal - Indonesia
- GAC Shipping (India) Pvt Ltd
- Bulk Trading Sa - Switzerland
- Gujarat Electricity Regulatory Commission - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Georgia Ports Authority, United States
- Vizag Seaport Private Limited - India
- Intertek Mineral Services - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Edison Trading Spa - Italy
- Videocon Industries ltd - India
- Bukit Makmur.PT - Indonesia
- Kartika Selabumi Mining - Indonesia
- Iligan Light & Power Inc, Philippines
- Indonesian Coal Mining Association
- Semirara Mining Corp, Philippines
- European Bulk Services B.V. - Netherlands
- White Energy Company Limited
- MS Steel International - UAE
- PowerSource Philippines DevCo
- Electricity Authority, New Zealand
- Banpu Public Company Limited - Thailand
- Kaltim Prima Coal - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- The Treasury - Australian Government
- TNB Fuel Sdn Bhd - Malaysia
- Indo Tambangraya Megah - Indonesia
- Chettinad Cement Corporation Ltd - India
- Binh Thuan Hamico - Vietnam
- Ceylon Electricity Board - Sri Lanka
- Independent Power Producers Association of India
- Indian Oil Corporation Limited
- Manunggal Multi Energi - Indonesia
- Salva Resources Pvt Ltd - India
- International Coal Ventures Pvt Ltd - India
- Indika Energy - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Orica Australia Pty. Ltd.
- Merrill Lynch Commodities Europe
- Leighton Contractors Pty Ltd - Australia
- Central Java Power - Indonesia
- Sarangani Energy Corporation, Philippines
- Coal and Oil Company - UAE
- Offshore Bulk Terminal Pte Ltd, Singapore
- Anglo American - United Kingdom
- San Jose City I Power Corp, Philippines
- Xindia Steels Limited - India
- SN Aboitiz Power Inc, Philippines
- ICICI Bank Limited - India
- Carbofer General Trading SA - India
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