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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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Sunday, 07 June 20
A SCRUBBER FITTED 61,000 ULTRAMAX WAS FIXED DELIVERY PHILIPPINES TRIP VIA SOUTH AFRICA REDELIVERY VIETNAM AT $9,500 - BALTIC BRIEFING
Capesize
The small flicker of hope at the beginning of this week has kindled a small fire under the Capesize market. At a paltry $3369 from the ...
Saturday, 06 June 20
KOREA SOUTH-EAST POWER CO INVITED COAL BIDS FOR MIN 5600 NCV COAL
COALspot.com: South Korea’s KOREA SOUTH-EAST POWER CO., LTD. (KOEN) has issued an international tender for 270,000 Tons (MT) min. 5600 NCV co ...
Friday, 05 June 20
COAL INDIA ESTIMATES PRODUCTION GROWTH BY OVERBURDEN REMOVAL - FINANCIAL EXPRESS
PSU miner Coal India (CIL) has now limited mining only to Overburden Removal (OBR) with falling demand of coal. The mining behemoth is now keeping ...
Friday, 05 June 20
U.S. SANCTIONS COMPLIANCE GUIDANCE RELEASED FOR THE GLOBAL MARITIME, ENERGY AND METALS SECTORS - AKIN GUMP
Key Points
On May 14, 2020, OFAC, the Department of State and the U.S. Coast Guard jointly released guidance for persons involved in the ma ...
Friday, 05 June 20
IN THE FIRST 5 MONTHS OF 2020 AUSTRALIA SHIPPED 6.8 MLN TONNES TO VIETNAM - BANCHERO COSTA
In the first 5 months of 2020, global seaborne coal trade declined by as much as -8% year-on-year, according to vessel tracking data from Ref ...
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- Gujarat Sidhee Cement - India
- Minerals Council of Australia
- Bhoruka Overseas - Indonesia
- Therma Luzon, Inc, Philippines
- Wilmar Investment Holdings
- Xindia Steels Limited - India
- Semirara Mining and Power Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- VISA Power Limited - India
- Ceylon Electricity Board - Sri Lanka
- Holcim Trading Pte Ltd - Singapore
- Gujarat Electricity Regulatory Commission - India
- Miang Besar Coal Terminal - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Makarim & Taira - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Borneo Indobara - Indonesia
- Altura Mining Limited, Indonesia
- San Jose City I Power Corp, Philippines
- Antam Resourcindo - Indonesia
- Barasentosa Lestari - Indonesia
- Deloitte Consulting - India
- Timah Investasi Mineral - Indoneisa
- GAC Shipping (India) Pvt Ltd
- Krishnapatnam Port Company Ltd. - India
- Kepco SPC Power Corporation, Philippines
- Central Electricity Authority - India
- Georgia Ports Authority, United States
- SN Aboitiz Power Inc, Philippines
- Oldendorff Carriers - Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Indika Energy - Indonesia
- Coastal Gujarat Power Limited - India
- Power Finance Corporation Ltd., India
- Iligan Light & Power Inc, Philippines
- Kaltim Prima Coal - Indonesia
- Dalmia Cement Bharat India
- Sree Jayajothi Cements Limited - India
- Jindal Steel & Power Ltd - India
- Aditya Birla Group - India
- Videocon Industries ltd - India
- Global Green Power PLC Corporation, Philippines
- Malabar Cements Ltd - India
- Standard Chartered Bank - UAE
- Edison Trading Spa - Italy
- MS Steel International - UAE
- Energy Development Corp, Philippines
- Port Waratah Coal Services - Australia
- IEA Clean Coal Centre - UK
- Directorate General of MIneral and Coal - Indonesia
- Riau Bara Harum - Indonesia
- Agrawal Coal Company - India
- Renaissance Capital - South Africa
- The State Trading Corporation of India Ltd
- Straits Asia Resources Limited - Singapore
- Mjunction Services Limited - India
- Bukit Makmur.PT - Indonesia
- PTC India Limited - India
- Orica Australia Pty. Ltd.
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Larsen & Toubro Limited - India
- Sical Logistics Limited - India
- Semirara Mining Corp, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Vijayanagar Sugar Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Grasim Industreis Ltd - India
- Sindya Power Generating Company Private Ltd
- Lanco Infratech Ltd - India
- GMR Energy Limited - India
- Vedanta Resources Plc - India
- Indo Tambangraya Megah - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Simpson Spence & Young - Indonesia
- Wood Mackenzie - Singapore
- Sarangani Energy Corporation, Philippines
- Madhucon Powers Ltd - India
- Sakthi Sugars Limited - India
- IHS Mccloskey Coal Group - USA
- Maheswari Brothers Coal Limited - India
- Sojitz Corporation - Japan
- Leighton Contractors Pty Ltd - Australia
- Thiess Contractors Indonesia
- Ambuja Cements Ltd - India
- Ministry of Mines - Canada
- Kartika Selabumi Mining - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Indian Oil Corporation Limited
- New Zealand Coal & Carbon
- Alfred C Toepfer International GmbH - Germany
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Interocean Group of Companies - India
- Bhushan Steel Limited - India
- South Luzon Thermal Energy Corporation
- PowerSource Philippines DevCo
- Aboitiz Power Corporation - Philippines
- Kideco Jaya Agung - Indonesia
- Central Java Power - Indonesia
- Eastern Coal Council - USA
- Baramulti Group, Indonesia
- Economic Council, Georgia
- Formosa Plastics Group - Taiwan
- LBH Netherlands Bv - Netherlands
- TNB Fuel Sdn Bhd - Malaysia
- Trasteel International SA, Italy
- Kohat Cement Company Ltd. - Pakistan
- Electricity Generating Authority of Thailand
- Marubeni Corporation - India
- Metalloyd Limited - United Kingdom
- Karbindo Abesyapradhi - Indoneisa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Rio Tinto Coal - Australia
- Commonwealth Bank - Australia
- Eastern Energy - Thailand
- CIMB Investment Bank - Malaysia
- Bahari Cakrawala Sebuku - Indonesia
- Ministry of Transport, Egypt
- Kobexindo Tractors - Indoneisa
- Billiton Holdings Pty Ltd - Australia
- Attock Cement Pakistan Limited
- OPG Power Generation Pvt Ltd - India
- London Commodity Brokers - England
- Merrill Lynch Commodities Europe
- India Bulls Power Limited - India
- Vizag Seaport Private Limited - India
- ASAPP Information Group - India
- Cement Manufacturers Association - India
- Globalindo Alam Lestari - Indonesia
- ICICI Bank Limited - India
- McConnell Dowell - Australia
- Savvy Resources Ltd - HongKong
- Offshore Bulk Terminal Pte Ltd, Singapore
- Carbofer General Trading SA - India
- Australian Commodity Traders Exchange
- Tamil Nadu electricity Board
- Goldman Sachs - Singapore
- Australian Coal Association
- Samtan Co., Ltd - South Korea
- Planning Commission, India
- Romanian Commodities Exchange
- Bukit Baiduri Energy - Indonesia
- Global Business Power Corporation, Philippines
- Heidelberg Cement - Germany
- Kapuas Tunggal Persada - Indonesia
- Chettinad Cement Corporation Ltd - India
- Indian Energy Exchange, India
- Mercator Lines Limited - India
- Coal and Oil Company - UAE
- Jaiprakash Power Ventures ltd
- White Energy Company Limited
- Karaikal Port Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Parry Sugars Refinery, India
- Indogreen Group - Indonesia
- Tata Chemicals Ltd - India
- Latin American Coal - Colombia
- International Coal Ventures Pvt Ltd - India
- The University of Queensland
- Siam City Cement - Thailand
- Petron Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Pendopo Energi Batubara - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ind-Barath Power Infra Limited - India
- Chamber of Mines of South Africa
- Banpu Public Company Limited - Thailand
- Toyota Tsusho Corporation, Japan
- Kumho Petrochemical, South Korea
- Pipit Mutiara Jaya. PT, Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Orica Mining Services - Indonesia
- Directorate Of Revenue Intelligence - India
- Independent Power Producers Association of India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Essar Steel Hazira Ltd - India
- Bharathi Cement Corporation - India
- Gujarat Mineral Development Corp Ltd - India
- Indonesian Coal Mining Association
- Price Waterhouse Coopers - Russia
- Medco Energi Mining Internasional
- Bangladesh Power Developement Board
- European Bulk Services B.V. - Netherlands
- Ministry of Finance - Indonesia
- Global Coal Blending Company Limited - Australia
- Uttam Galva Steels Limited - India
- Siam City Cement PLC, Thailand
- Parliament of New Zealand
- Coalindo Energy - Indonesia
- Singapore Mercantile Exchange
- CNBM International Corporation - China
- GN Power Mariveles Coal Plant, Philippines
- Manunggal Multi Energi - Indonesia
- Bhatia International Limited - India
- Thai Mozambique Logistica
- SMG Consultants - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Bulk Trading Sa - Switzerland
- Posco Energy - South Korea
- Mercuria Energy - Indonesia
- Salva Resources Pvt Ltd - India
- Meralco Power Generation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Anglo American - United Kingdom
- Energy Link Ltd, New Zealand
- Binh Thuan Hamico - Vietnam
- Meenaskhi Energy Private Limited - India
- GVK Power & Infra Limited - India
- The Treasury - Australian Government
- Electricity Authority, New Zealand
- Africa Commodities Group - South Africa
- SMC Global Power, Philippines
- Star Paper Mills Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Mintek Dendrill Indonesia
- TeaM Sual Corporation - Philippines
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