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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, 02 June 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX DOWN 0.86 PCT - XINHUA
China Taiyuan coal transaction price index stood at 123.95 points Monday, down 0.86 percent week on week.
The index, released by Chi ...
Monday, 01 June 20
SUPRAMAX: IN SOUTH EAST ASIA RATES TRADED SIDEWAYS - BALTIC BRIEFING
Capesize
A sober end to the week, with the market seemingly ready for the weekend. After a steady week of rate declines a small flurry of Atlan ...
Friday, 29 May 20
COVID-19: COAL SUPPLY BY CIL TO POWER SECTOR DIPS 22% TO 32 MT IN APRIL DUE TO DEMAND SLUMP - PTI
Over 95% of CIL’s production comes from its 171 open cast mines.
The supply of coal to the power sector by state-owned Coal In ...
Friday, 29 May 20
AUSTRALIA'S NEW HOPE WARNS OF HIT FROM COAL PRICE SLUMP - REUTERS
Australia’s New Hope Corp Ltd said on Thursday that a sudden drop in thermal coal prices and lower output from its Queensland operations woul ...
Friday, 29 May 20
GOVT MAY LAUNCH COAL BLOCKS AUCTION PROCESS UNDER COMMERCIAL MINING ON JUN 11 - PTI
The Centre is likely to launch the process of coal blocks auction under commercial mining on June 11 and around 50 mines are expected to go under t ...
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- Jorong Barutama Greston.PT - Indonesia
- Simpson Spence & Young - Indonesia
- Sakthi Sugars Limited - India
- McConnell Dowell - Australia
- SMC Global Power, Philippines
- South Luzon Thermal Energy Corporation
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bukit Asam (Persero) Tbk - Indonesia
- Commonwealth Bank - Australia
- Mercator Lines Limited - India
- VISA Power Limited - India
- Lanco Infratech Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Globalindo Alam Lestari - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Kapuas Tunggal Persada - Indonesia
- GAC Shipping (India) Pvt Ltd
- TNB Fuel Sdn Bhd - Malaysia
- Minerals Council of Australia
- Bayan Resources Tbk. - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Iligan Light & Power Inc, Philippines
- Aboitiz Power Corporation - Philippines
- Videocon Industries ltd - India
- Central Electricity Authority - India
- Kideco Jaya Agung - Indonesia
- The State Trading Corporation of India Ltd
- Straits Asia Resources Limited - Singapore
- Coalindo Energy - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Tamil Nadu electricity Board
- Global Green Power PLC Corporation, Philippines
- ICICI Bank Limited - India
- Romanian Commodities Exchange
- Manunggal Multi Energi - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Meenaskhi Energy Private Limited - India
- Chettinad Cement Corporation Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Bhatia International Limited - India
- Altura Mining Limited, Indonesia
- Tata Chemicals Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Bukit Makmur.PT - Indonesia
- Indo Tambangraya Megah - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Ambuja Cements Ltd - India
- Bharathi Cement Corporation - India
- Mintek Dendrill Indonesia
- Essar Steel Hazira Ltd - India
- LBH Netherlands Bv - Netherlands
- White Energy Company Limited
- Orica Mining Services - Indonesia
- Economic Council, Georgia
- Semirara Mining Corp, Philippines
- Indian Energy Exchange, India
- Jindal Steel & Power Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Bhoruka Overseas - Indonesia
- Orica Australia Pty. Ltd.
- Power Finance Corporation Ltd., India
- Energy Development Corp, Philippines
- Dalmia Cement Bharat India
- Mercuria Energy - Indonesia
- Thiess Contractors Indonesia
- Leighton Contractors Pty Ltd - Australia
- PTC India Limited - India
- Formosa Plastics Group - Taiwan
- GMR Energy Limited - India
- Ministry of Finance - Indonesia
- Australian Commodity Traders Exchange
- Trasteel International SA, Italy
- Gujarat Mineral Development Corp Ltd - India
- Gujarat Sidhee Cement - India
- Sindya Power Generating Company Private Ltd
- San Jose City I Power Corp, Philippines
- New Zealand Coal & Carbon
- TeaM Sual Corporation - Philippines
- Standard Chartered Bank - UAE
- Timah Investasi Mineral - Indoneisa
- PNOC Exploration Corporation - Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- SN Aboitiz Power Inc, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Directorate Of Revenue Intelligence - India
- Parliament of New Zealand
- Indika Energy - Indonesia
- Ministry of Mines - Canada
- Mjunction Services Limited - India
- Ministry of Transport, Egypt
- Interocean Group of Companies - India
- Siam City Cement - Thailand
- Karaikal Port Pvt Ltd - India
- Sical Logistics Limited - India
- Samtan Co., Ltd - South Korea
- Vedanta Resources Plc - India
- Thai Mozambique Logistica
- Kartika Selabumi Mining - Indonesia
- Merrill Lynch Commodities Europe
- Therma Luzon, Inc, Philippines
- Banpu Public Company Limited - Thailand
- Semirara Mining and Power Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Aditya Birla Group - India
- Miang Besar Coal Terminal - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kumho Petrochemical, South Korea
- Siam City Cement PLC, Thailand
- Bahari Cakrawala Sebuku - Indonesia
- Kepco SPC Power Corporation, Philippines
- Agrawal Coal Company - India
- Madhucon Powers Ltd - India
- Maheswari Brothers Coal Limited - India
- Grasim Industreis Ltd - India
- Planning Commission, India
- Savvy Resources Ltd - HongKong
- SMG Consultants - Indonesia
- Sree Jayajothi Cements Limited - India
- Independent Power Producers Association of India
- Port Waratah Coal Services - Australia
- Pendopo Energi Batubara - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Latin American Coal - Colombia
- Price Waterhouse Coopers - Russia
- Heidelberg Cement - Germany
- Singapore Mercantile Exchange
- Jaiprakash Power Ventures ltd
- Electricity Generating Authority of Thailand
- Coastal Gujarat Power Limited - India
- Kaltim Prima Coal - Indonesia
- Medco Energi Mining Internasional
- Binh Thuan Hamico - Vietnam
- Meralco Power Generation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Posco Energy - South Korea
- Star Paper Mills Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Ind-Barath Power Infra Limited - India
- Carbofer General Trading SA - India
- PowerSource Philippines DevCo
- Larsen & Toubro Limited - India
- Eastern Energy - Thailand
- Cement Manufacturers Association - India
- Neyveli Lignite Corporation Ltd, - India
- Sinarmas Energy and Mining - Indonesia
- ASAPP Information Group - India
- Kalimantan Lumbung Energi - Indonesia
- CIMB Investment Bank - Malaysia
- Makarim & Taira - Indonesia
- Antam Resourcindo - Indonesia
- Global Coal Blending Company Limited - Australia
- Maharashtra Electricity Regulatory Commission - India
- Renaissance Capital - South Africa
- Sarangani Energy Corporation, Philippines
- Global Business Power Corporation, Philippines
- Petron Corporation, Philippines
- MS Steel International - UAE
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bukit Baiduri Energy - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Electricity Authority, New Zealand
- Goldman Sachs - Singapore
- Salva Resources Pvt Ltd - India
- Uttam Galva Steels Limited - India
- Bulk Trading Sa - Switzerland
- Energy Link Ltd, New Zealand
- Anglo American - United Kingdom
- Chamber of Mines of South Africa
- Indonesian Coal Mining Association
- CNBM International Corporation - China
- Indian Oil Corporation Limited
- Sojitz Corporation - Japan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Africa Commodities Group - South Africa
- The Treasury - Australian Government
- Attock Cement Pakistan Limited
- Riau Bara Harum - Indonesia
- Eastern Coal Council - USA
- International Coal Ventures Pvt Ltd - India
- Baramulti Group, Indonesia
- Intertek Mineral Services - Indonesia
- Parry Sugars Refinery, India
- OPG Power Generation Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Borneo Indobara - Indonesia
- Bangladesh Power Developement Board
- Coal and Oil Company - UAE
- Deloitte Consulting - India
- Gujarat Electricity Regulatory Commission - India
- India Bulls Power Limited - India
- European Bulk Services B.V. - Netherlands
- Alfred C Toepfer International GmbH - Germany
- Toyota Tsusho Corporation, Japan
- Wilmar Investment Holdings
- The University of Queensland
- IEA Clean Coal Centre - UK
- Xindia Steels Limited - India
- Australian Coal Association
- Georgia Ports Authority, United States
- Barasentosa Lestari - Indonesia
- Central Java Power - Indonesia
- Rio Tinto Coal - Australia
- Wood Mackenzie - Singapore
- Bhushan Steel Limited - India
- GVK Power & Infra Limited - India
- Malabar Cements Ltd - India
- Kobexindo Tractors - Indoneisa
- London Commodity Brokers - England
- Marubeni Corporation - India
- PetroVietnam Power Coal Import and Supply Company
- Indogreen Group - Indonesia
- Oldendorff Carriers - Singapore
- Vizag Seaport Private Limited - India
- Edison Trading Spa - Italy
- Metalloyd Limited - United Kingdom
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