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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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Friday, 29 May 20
KOMIPO ON BEHALF FIVE KOREAN GENCOS INVITED COAL BIDS FOR 5,700 & 4999 NCV COAL FOR AUGUST 2020 LOADING
COALspot.com: South Korea’s Korea Midland Power Co.,Ltd (KOMIPO) on behalf five (5) Korean Gencos has Issued an International Tender for tota ...
Friday, 29 May 20
DRY BULK SHIPPING: NO QUICK RECOVERY FOR THE DRY BULK MARKET AS COVID-19 DIGS DEEPER
The outlook is poor for dry bulk, as the negative demand shock and overcapacity come together to send rates to multi-year lows, even a return to wo ...
Thursday, 28 May 20
COVID-19: A FORCE MAJEURE EVENT? - KYPRIANOU
KNOWLEDGE TO ELEVATE
While seeing the unexpected COVID-19 outbreak expanding worldwide and the first cases being identified in Cyprus, the com ...
Thursday, 28 May 20
OIL DEMAND RECOVERED BY 20% IN MAY AGAINST APRIL: RUSSIAN ENERGY MINISTER - TASS
Oil demand remains at a low level but the demand in May increased by 20% against April, Russian Energy Minister Alexander Novak said, cited by the ...
Thursday, 28 May 20
MARKET INSIGHT - INTERMODAL
Earlier in May, China’s top leaders convened for the annual National People's Congress, following over two months of delays due to the co ...
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- Maharashtra Electricity Regulatory Commission - India
- Makarim & Taira - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Parliament of New Zealand
- Mercuria Energy - Indonesia
- Meralco Power Generation, Philippines
- Ministry of Transport, Egypt
- San Jose City I Power Corp, Philippines
- Cigading International Bulk Terminal - Indonesia
- Salva Resources Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- Formosa Plastics Group - Taiwan
- Aboitiz Power Corporation - Philippines
- Jaiprakash Power Ventures ltd
- IHS Mccloskey Coal Group - USA
- Jorong Barutama Greston.PT - Indonesia
- Sree Jayajothi Cements Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Eastern Coal Council - USA
- PowerSource Philippines DevCo
- Iligan Light & Power Inc, Philippines
- Pendopo Energi Batubara - Indonesia
- Altura Mining Limited, Indonesia
- Grasim Industreis Ltd - India
- Samtan Co., Ltd - South Korea
- Global Business Power Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Coal and Oil Company - UAE
- Krishnapatnam Port Company Ltd. - India
- OPG Power Generation Pvt Ltd - India
- Orica Australia Pty. Ltd.
- Heidelberg Cement - Germany
- Australian Commodity Traders Exchange
- Electricity Generating Authority of Thailand
- AsiaOL BioFuels Corp., Philippines
- European Bulk Services B.V. - Netherlands
- Malabar Cements Ltd - India
- Indika Energy - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Marubeni Corporation - India
- Bukit Makmur.PT - Indonesia
- Kartika Selabumi Mining - Indonesia
- Medco Energi Mining Internasional
- Global Green Power PLC Corporation, Philippines
- MS Steel International - UAE
- Mintek Dendrill Indonesia
- Anglo American - United Kingdom
- Kalimantan Lumbung Energi - Indonesia
- Metalloyd Limited - United Kingdom
- Interocean Group of Companies - India
- Petron Corporation, Philippines
- Renaissance Capital - South Africa
- Attock Cement Pakistan Limited
- Larsen & Toubro Limited - India
- Ministry of Mines - Canada
- PTC India Limited - India
- Vedanta Resources Plc - India
- Petrochimia International Co. Ltd.- Taiwan
- Tamil Nadu electricity Board
- Riau Bara Harum - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Directorate Of Revenue Intelligence - India
- Central Java Power - Indonesia
- Xindia Steels Limited - India
- GVK Power & Infra Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Dalmia Cement Bharat India
- PNOC Exploration Corporation - Philippines
- London Commodity Brokers - England
- Singapore Mercantile Exchange
- Coastal Gujarat Power Limited - India
- Ambuja Cements Ltd - India
- Karaikal Port Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- Power Finance Corporation Ltd., India
- Siam City Cement - Thailand
- Borneo Indobara - Indonesia
- Therma Luzon, Inc, Philippines
- Planning Commission, India
- Economic Council, Georgia
- Trasteel International SA, Italy
- Goldman Sachs - Singapore
- TeaM Sual Corporation - Philippines
- White Energy Company Limited
- Gujarat Mineral Development Corp Ltd - India
- Aditya Birla Group - India
- Georgia Ports Authority, United States
- Timah Investasi Mineral - Indoneisa
- Romanian Commodities Exchange
- Kaltim Prima Coal - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Carbofer General Trading SA - India
- Chettinad Cement Corporation Ltd - India
- Chamber of Mines of South Africa
- Leighton Contractors Pty Ltd - Australia
- Savvy Resources Ltd - HongKong
- Kepco SPC Power Corporation, Philippines
- Orica Mining Services - Indonesia
- Essar Steel Hazira Ltd - India
- Binh Thuan Hamico - Vietnam
- Mjunction Services Limited - India
- Madhucon Powers Ltd - India
- Cement Manufacturers Association - India
- Alfred C Toepfer International GmbH - Germany
- Manunggal Multi Energi - Indonesia
- The University of Queensland
- Central Electricity Authority - India
- Pipit Mutiara Jaya. PT, Indonesia
- Parry Sugars Refinery, India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Semirara Mining Corp, Philippines
- VISA Power Limited - India
- GAC Shipping (India) Pvt Ltd
- Energy Link Ltd, New Zealand
- Independent Power Producers Association of India
- India Bulls Power Limited - India
- Ministry of Finance - Indonesia
- Sical Logistics Limited - India
- CNBM International Corporation - China
- Barasentosa Lestari - Indonesia
- Maheswari Brothers Coal Limited - India
- Kideco Jaya Agung - Indonesia
- Minerals Council of Australia
- Bangladesh Power Developement Board
- Sakthi Sugars Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Vizag Seaport Private Limited - India
- Antam Resourcindo - Indonesia
- Eastern Energy - Thailand
- Lanco Infratech Ltd - India
- Indian Energy Exchange, India
- Uttam Galva Steels Limited - India
- Kobexindo Tractors - Indoneisa
- Sarangani Energy Corporation, Philippines
- Australian Coal Association
- GN Power Mariveles Coal Plant, Philippines
- Bhoruka Overseas - Indonesia
- Jindal Steel & Power Ltd - India
- Indonesian Coal Mining Association
- Coalindo Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- Billiton Holdings Pty Ltd - Australia
- Electricity Authority, New Zealand
- Rashtriya Ispat Nigam Limited - India
- Globalindo Alam Lestari - Indonesia
- Videocon Industries ltd - India
- Simpson Spence & Young - Indonesia
- Baramulti Group, Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- IEA Clean Coal Centre - UK
- Gujarat Sidhee Cement - India
- Energy Development Corp, Philippines
- Latin American Coal - Colombia
- Ceylon Electricity Board - Sri Lanka
- Bank of Tokyo Mitsubishi UFJ Ltd
- Global Coal Blending Company Limited - Australia
- Indogreen Group - Indonesia
- Bayan Resources Tbk. - Indonesia
- Wood Mackenzie - Singapore
- Agrawal Coal Company - India
- Bharathi Cement Corporation - India
- Mercator Lines Limited - India
- Ind-Barath Power Infra Limited - India
- Thiess Contractors Indonesia
- The Treasury - Australian Government
- SMC Global Power, Philippines
- McConnell Dowell - Australia
- Rio Tinto Coal - Australia
- Bhatia International Limited - India
- ICICI Bank Limited - India
- SN Aboitiz Power Inc, Philippines
- SMG Consultants - Indonesia
- ASAPP Information Group - India
- Merrill Lynch Commodities Europe
- The State Trading Corporation of India Ltd
- Asmin Koalindo Tuhup - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Africa Commodities Group - South Africa
- Intertek Mineral Services - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Bulk Trading Sa - Switzerland
- Kumho Petrochemical, South Korea
- Posco Energy - South Korea
- Sojitz Corporation - Japan
- Price Waterhouse Coopers - Russia
- TNB Fuel Sdn Bhd - Malaysia
- Holcim Trading Pte Ltd - Singapore
- Edison Trading Spa - Italy
- Karbindo Abesyapradhi - Indoneisa
- New Zealand Coal & Carbon
- Sindya Power Generating Company Private Ltd
- CIMB Investment Bank - Malaysia
- Tata Chemicals Ltd - India
- Oldendorff Carriers - Singapore
- Straits Asia Resources Limited - Singapore
- Standard Chartered Bank - UAE
- Toyota Tsusho Corporation, Japan
- Bukit Baiduri Energy - Indonesia
- Indo Tambangraya Megah - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Deloitte Consulting - India
- South Luzon Thermal Energy Corporation
- Star Paper Mills Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Bhushan Steel Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Wilmar Investment Holdings
- Thai Mozambique Logistica
- Siam City Cement PLC, Thailand
- GMR Energy Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indian Oil Corporation Limited
- Miang Besar Coal Terminal - Indonesia
- Commonwealth Bank - Australia
- Port Waratah Coal Services - Australia
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