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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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Wednesday, 27 May 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.94 PCT - XINHUA
China Taiyuan coal transaction price index stood at 125.03 points Monday, up 0.94 percent week on week.
The index, released by China ...
Monday, 25 May 20
NON-OPEC OIL SUPPLY DEVELOPMENT - OPEC
Non-OPEC oil supply continued to increase by 2.0 mb/d in 2019, driven by US shale production, which rose by 1.7 mb/d, amounting to 84% of total non ...
Sunday, 24 May 20
A 63,000 FIXED DELIVERY VIETNAM TRIP VIA INDONESIA REDELIVERY KOSICHANG AT $8,500 - BALTIC BRIEFING
Capesize
After a week of bounce momentum the market appears to have stalled out once again. The Capesize 5TC has more than doubled since last F ...
Saturday, 23 May 20
COLOMBIA COAL OUTPUT DOWN 7.2% IN Q1 ON LOW PRICES, CORONAVIRUS LOCKDOWN - REUTERS
Coal production in Colombia, the world’s fifth-largest coal exporter, fell 7.2% in the first quarter because of low prices and coronavirus qu ...
Saturday, 23 May 20
EWP INVITES BIDS FOR 840,000 METRIC TONS OF MIN 5700 NAR COAL
COALspot.com: South Korea’s Korea East-West Power Co. Ltd (EWP) has Issued an International Tender for total Max 840,000 Metric Tons of min 5 ...
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- Sree Jayajothi Cements Limited - India
- PowerSource Philippines DevCo
- Bhoruka Overseas - Indonesia
- Timah Investasi Mineral - Indoneisa
- Holcim Trading Pte Ltd - Singapore
- Chamber of Mines of South Africa
- Kobexindo Tractors - Indoneisa
- European Bulk Services B.V. - Netherlands
- Central Java Power - Indonesia
- Global Coal Blending Company Limited - Australia
- Interocean Group of Companies - India
- Borneo Indobara - Indonesia
- Bulk Trading Sa - Switzerland
- Parliament of New Zealand
- Trasteel International SA, Italy
- Karbindo Abesyapradhi - Indoneisa
- International Coal Ventures Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Larsen & Toubro Limited - India
- Mercuria Energy - Indonesia
- Coal and Oil Company - UAE
- Economic Council, Georgia
- Sarangani Energy Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- Xindia Steels Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- The State Trading Corporation of India Ltd
- Tata Chemicals Ltd - India
- Riau Bara Harum - Indonesia
- Directorate Of Revenue Intelligence - India
- ICICI Bank Limited - India
- Agrawal Coal Company - India
- Samtan Co., Ltd - South Korea
- GVK Power & Infra Limited - India
- Standard Chartered Bank - UAE
- Port Waratah Coal Services - Australia
- Cement Manufacturers Association - India
- Sinarmas Energy and Mining - Indonesia
- Global Business Power Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- White Energy Company Limited
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Pendopo Energi Batubara - Indonesia
- MS Steel International - UAE
- Bangladesh Power Developement Board
- Bukit Asam (Persero) Tbk - Indonesia
- Independent Power Producers Association of India
- LBH Netherlands Bv - Netherlands
- Mercator Lines Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Orica Australia Pty. Ltd.
- Madhucon Powers Ltd - India
- Bukit Makmur.PT - Indonesia
- The Treasury - Australian Government
- Miang Besar Coal Terminal - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Grasim Industreis Ltd - India
- Antam Resourcindo - Indonesia
- Ministry of Transport, Egypt
- Kartika Selabumi Mining - Indonesia
- Electricity Generating Authority of Thailand
- Coastal Gujarat Power Limited - India
- Indogreen Group - Indonesia
- Makarim & Taira - Indonesia
- Aboitiz Power Corporation - Philippines
- AsiaOL BioFuels Corp., Philippines
- Deloitte Consulting - India
- Anglo American - United Kingdom
- Siam City Cement PLC, Thailand
- Orica Mining Services - Indonesia
- Kaltim Prima Coal - Indonesia
- SMG Consultants - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Simpson Spence & Young - Indonesia
- IHS Mccloskey Coal Group - USA
- Salva Resources Pvt Ltd - India
- Eastern Coal Council - USA
- Gujarat Sidhee Cement - India
- Bukit Baiduri Energy - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Wilmar Investment Holdings
- GAC Shipping (India) Pvt Ltd
- Thai Mozambique Logistica
- Attock Cement Pakistan Limited
- Essar Steel Hazira Ltd - India
- IEA Clean Coal Centre - UK
- SN Aboitiz Power Inc, Philippines
- Jaiprakash Power Ventures ltd
- Bhushan Steel Limited - India
- Toyota Tsusho Corporation, Japan
- Indonesian Coal Mining Association
- Krishnapatnam Port Company Ltd. - India
- CIMB Investment Bank - Malaysia
- San Jose City I Power Corp, Philippines
- Ministry of Mines - Canada
- Chettinad Cement Corporation Ltd - India
- Banpu Public Company Limited - Thailand
- Parry Sugars Refinery, India
- Kohat Cement Company Ltd. - Pakistan
- Bahari Cakrawala Sebuku - Indonesia
- Commonwealth Bank - Australia
- The University of Queensland
- Sical Logistics Limited - India
- Semirara Mining and Power Corporation, Philippines
- Posco Energy - South Korea
- Videocon Industries ltd - India
- Carbofer General Trading SA - India
- Australian Coal Association
- Metalloyd Limited - United Kingdom
- Kumho Petrochemical, South Korea
- Malabar Cements Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Oldendorff Carriers - Singapore
- Ambuja Cements Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Wood Mackenzie - Singapore
- Jindal Steel & Power Ltd - India
- Price Waterhouse Coopers - Russia
- Central Electricity Authority - India
- Thiess Contractors Indonesia
- Goldman Sachs - Singapore
- Romanian Commodities Exchange
- Billiton Holdings Pty Ltd - Australia
- Formosa Plastics Group - Taiwan
- OPG Power Generation Pvt Ltd - India
- Heidelberg Cement - Germany
- Planning Commission, India
- Kapuas Tunggal Persada - Indonesia
- Vizag Seaport Private Limited - India
- Vedanta Resources Plc - India
- Kepco SPC Power Corporation, Philippines
- VISA Power Limited - India
- Sakthi Sugars Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Latin American Coal - Colombia
- Savvy Resources Ltd - HongKong
- Energy Link Ltd, New Zealand
- Sojitz Corporation - Japan
- Manunggal Multi Energi - Indonesia
- Altura Mining Limited, Indonesia
- Global Green Power PLC Corporation, Philippines
- Medco Energi Mining Internasional
- Gujarat Electricity Regulatory Commission - India
- Mjunction Services Limited - India
- Indo Tambangraya Megah - Indonesia
- Energy Development Corp, Philippines
- Dalmia Cement Bharat India
- TNB Fuel Sdn Bhd - Malaysia
- Marubeni Corporation - India
- Power Finance Corporation Ltd., India
- Leighton Contractors Pty Ltd - Australia
- Binh Thuan Hamico - Vietnam
- Maharashtra Electricity Regulatory Commission - India
- TeaM Sual Corporation - Philippines
- Indika Energy - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Tamil Nadu electricity Board
- Alfred C Toepfer International GmbH - Germany
- Karaikal Port Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Sindya Power Generating Company Private Ltd
- Coalindo Energy - Indonesia
- Africa Commodities Group - South Africa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Edison Trading Spa - Italy
- Uttam Galva Steels Limited - India
- Bayan Resources Tbk. - Indonesia
- Ind-Barath Power Infra Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Singapore Mercantile Exchange
- Lanco Infratech Ltd - India
- Mintek Dendrill Indonesia
- Petron Corporation, Philippines
- South Luzon Thermal Energy Corporation
- Barasentosa Lestari - Indonesia
- Ministry of Finance - Indonesia
- Baramulti Group, Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Intertek Mineral Services - Indonesia
- Semirara Mining Corp, Philippines
- Rashtriya Ispat Nigam Limited - India
- Ceylon Electricity Board - Sri Lanka
- Bharathi Cement Corporation - India
- Therma Luzon, Inc, Philippines
- New Zealand Coal & Carbon
- Meenaskhi Energy Private Limited - India
- Globalindo Alam Lestari - Indonesia
- India Bulls Power Limited - India
- Georgia Ports Authority, United States
- Aditya Birla Group - India
- Electricity Authority, New Zealand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Star Paper Mills Limited - India
- Minerals Council of Australia
- Indian Oil Corporation Limited
- Australian Commodity Traders Exchange
- Kideco Jaya Agung - Indonesia
- Renaissance Capital - South Africa
- Bhatia International Limited - India
- Indian Energy Exchange, India
- McConnell Dowell - Australia
- PTC India Limited - India
- Merrill Lynch Commodities Europe
- CNBM International Corporation - China
- SMC Global Power, Philippines
- GMR Energy Limited - India
- Meralco Power Generation, Philippines
- London Commodity Brokers - England
- Siam City Cement - Thailand
- ASAPP Information Group - India
- Eastern Energy - Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Maheswari Brothers Coal Limited - India
- Rio Tinto Coal - Australia
- Straits Asia Resources Limited - Singapore
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