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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, 04 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 ...
Thursday, 04 June 20
DON'T FORGET THE REAL PURPOSE OF RISK ASSESSMENTS - GARD
KNOWLEDGE TO ELEVATE
When doing a risk assessment, we often overcomplicate it and forget its real purpose.
Rather than ensuring that crew ...
Wednesday, 03 June 20
MARKET INSIGHT - INTERMODAL
Once again shipping is about to venture into uncharted waters and before the challenges of the past decade are forgotten, shipowners will have to o ...
Tuesday, 02 June 20
KOSPO LOOKING FOR 80000 MT OF 4200 NCV COAL FOR JULY
COALspot.com: Korea Southern Power Co., Ltd. (KOSPO) has issued an International tender for 80,000 Metric Tons (MT) 4200 NCV coal for 12 - 21, July ...
Tuesday, 02 June 20
INDONESIAN COAL MINER BUMI RESOURCES Q1 OUTPUT UP 5% - REUTERS
Indonesia’s largest coal miner Bumi Resources posted a 5% increase in first-quarter output at 20.8 million tonnes, the company said in a stat ...
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- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Tamil Nadu electricity Board
- London Commodity Brokers - England
- Georgia Ports Authority, United States
- Bukit Makmur.PT - Indonesia
- Riau Bara Harum - Indonesia
- Alfred C Toepfer International GmbH - Germany
- India Bulls Power Limited - India
- Ceylon Electricity Board - Sri Lanka
- Sree Jayajothi Cements Limited - India
- Parry Sugars Refinery, India
- Uttam Galva Steels Limited - India
- AsiaOL BioFuels Corp., Philippines
- Interocean Group of Companies - India
- Anglo American - United Kingdom
- Australian Coal Association
- Wilmar Investment Holdings
- European Bulk Services B.V. - Netherlands
- TNB Fuel Sdn Bhd - Malaysia
- Energy Development Corp, Philippines
- Aditya Birla Group - India
- PTC India Limited - India
- ASAPP Information Group - India
- Rio Tinto Coal - Australia
- Star Paper Mills Limited - India
- Cigading International Bulk Terminal - Indonesia
- Port Waratah Coal Services - Australia
- Simpson Spence & Young - Indonesia
- Intertek Mineral Services - Indonesia
- Chamber of Mines of South Africa
- Salva Resources Pvt Ltd - India
- Bangladesh Power Developement Board
- Carbofer General Trading SA - India
- Bahari Cakrawala Sebuku - Indonesia
- Vedanta Resources Plc - India
- Kideco Jaya Agung - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Ministry of Mines - Canada
- Mercuria Energy - Indonesia
- Ambuja Cements Ltd - India
- Latin American Coal - Colombia
- Eastern Energy - Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- Petron Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- PNOC Exploration Corporation - Philippines
- Mercator Lines Limited - India
- Sindya Power Generating Company Private Ltd
- Mjunction Services Limited - India
- Indika Energy - Indonesia
- Merrill Lynch Commodities Europe
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Global Business Power Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Globalindo Alam Lestari - Indonesia
- Power Finance Corporation Ltd., India
- Makarim & Taira - Indonesia
- Indian Energy Exchange, India
- Thiess Contractors Indonesia
- Heidelberg Cement - Germany
- Electricity Generating Authority of Thailand
- Sojitz Corporation - Japan
- Lanco Infratech Ltd - India
- SMC Global Power, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Sarangani Energy Corporation, Philippines
- McConnell Dowell - Australia
- Bhushan Steel Limited - India
- Deloitte Consulting - India
- Antam Resourcindo - Indonesia
- Medco Energi Mining Internasional
- Pipit Mutiara Jaya. PT, Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Kepco SPC Power Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Commonwealth Bank - Australia
- Eastern Coal Council - USA
- Manunggal Multi Energi - Indonesia
- Madhucon Powers Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Barasentosa Lestari - Indonesia
- Bulk Trading Sa - Switzerland
- Global Coal Blending Company Limited - Australia
- Kumho Petrochemical, South Korea
- Orica Australia Pty. Ltd.
- Bhatia International Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Economic Council, Georgia
- Maheswari Brothers Coal Limited - India
- Essar Steel Hazira Ltd - India
- The State Trading Corporation of India Ltd
- Coal and Oil Company - UAE
- Kapuas Tunggal Persada - Indonesia
- Jaiprakash Power Ventures ltd
- Thai Mozambique Logistica
- Altura Mining Limited, Indonesia
- Bhoruka Overseas - Indonesia
- GAC Shipping (India) Pvt Ltd
- Central Java Power - Indonesia
- Marubeni Corporation - India
- Gujarat Electricity Regulatory Commission - India
- Grasim Industreis Ltd - India
- The University of Queensland
- IEA Clean Coal Centre - UK
- Romanian Commodities Exchange
- San Jose City I Power Corp, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Semirara Mining and Power Corporation, Philippines
- The Treasury - Australian Government
- VISA Power Limited - India
- Ministry of Transport, Egypt
- GMR Energy Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Standard Chartered Bank - UAE
- Indo Tambangraya Megah - Indonesia
- Karaikal Port Pvt Ltd - India
- Electricity Authority, New Zealand
- Leighton Contractors Pty Ltd - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Videocon Industries ltd - India
- Singapore Mercantile Exchange
- CIMB Investment Bank - Malaysia
- Tata Chemicals Ltd - India
- Wood Mackenzie - Singapore
- Bayan Resources Tbk. - Indonesia
- Energy Link Ltd, New Zealand
- Pendopo Energi Batubara - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Siam City Cement PLC, Thailand
- Savvy Resources Ltd - HongKong
- Planning Commission, India
- Maharashtra Electricity Regulatory Commission - India
- Sakthi Sugars Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Coastal Gujarat Power Limited - India
- Orica Mining Services - Indonesia
- Binh Thuan Hamico - Vietnam
- Miang Besar Coal Terminal - Indonesia
- LBH Netherlands Bv - Netherlands
- Baramulti Group, Indonesia
- Gujarat Sidhee Cement - India
- Australian Commodity Traders Exchange
- Renaissance Capital - South Africa
- Indian Oil Corporation Limited
- Toyota Tsusho Corporation, Japan
- Kalimantan Lumbung Energi - Indonesia
- SN Aboitiz Power Inc, Philippines
- Dalmia Cement Bharat India
- Holcim Trading Pte Ltd - Singapore
- Iligan Light & Power Inc, Philippines
- Krishnapatnam Port Company Ltd. - India
- Attock Cement Pakistan Limited
- Offshore Bulk Terminal Pte Ltd, Singapore
- Straits Asia Resources Limited - Singapore
- Mintek Dendrill Indonesia
- GVK Power & Infra Limited - India
- Siam City Cement - Thailand
- Parliament of New Zealand
- International Coal Ventures Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- Indogreen Group - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Independent Power Producers Association of India
- New Zealand Coal & Carbon
- White Energy Company Limited
- Trasteel International SA, Italy
- Meenaskhi Energy Private Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Africa Commodities Group - South Africa
- Bharathi Cement Corporation - India
- Formosa Plastics Group - Taiwan
- OPG Power Generation Pvt Ltd - India
- Cement Manufacturers Association - India
- Billiton Holdings Pty Ltd - Australia
- Jindal Steel & Power Ltd - India
- Indonesian Coal Mining Association
- Sinarmas Energy and Mining - Indonesia
- Sical Logistics Limited - India
- Price Waterhouse Coopers - Russia
- Coalindo Energy - Indonesia
- Larsen & Toubro Limited - India
- IHS Mccloskey Coal Group - USA
- MS Steel International - UAE
- Posco Energy - South Korea
- Aboitiz Power Corporation - Philippines
- Kaltim Prima Coal - Indonesia
- SMG Consultants - Indonesia
- Metalloyd Limited - United Kingdom
- Edison Trading Spa - Italy
- Minerals Council of Australia
- Xindia Steels Limited - India
- Central Electricity Authority - India
- South Luzon Thermal Energy Corporation
- Borneo Indobara - Indonesia
- Agrawal Coal Company - India
- Ind-Barath Power Infra Limited - India
- CNBM International Corporation - China
- Oldendorff Carriers - Singapore
- Semirara Mining Corp, Philippines
- Samtan Co., Ltd - South Korea
- Chettinad Cement Corporation Ltd - India
- Malabar Cements Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Timah Investasi Mineral - Indoneisa
- Asmin Koalindo Tuhup - Indonesia
- Global Green Power PLC Corporation, Philippines
- Meralco Power Generation, Philippines
- Kartika Selabumi Mining - Indonesia
- PowerSource Philippines DevCo
- Ministry of Finance - Indonesia
- TeaM Sual Corporation - Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Goldman Sachs - Singapore
- ICICI Bank Limited - India
- Therma Luzon, Inc, Philippines
- Vizag Seaport Private Limited - India
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