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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, 21 May 20
KOMIPO INVITED BIDS FOR TOTAL 610000 MT OF LCV AND HCV COAL FOR 2H 2020
COALspot.com: South Korea’s Korea Midland Power Co. Ltd. (KOMIPO) has Issued an International Tender for 130,000 mt of 5700 NCV coal an ...
Wednesday, 20 May 20
ADARO ENERGY BOOKED A 5% INCREASE IN COAL PRODUCTION VOLUME Y-O-Y IN 1Q2020
PT. Adaro Energy Tbk, Indonesia’s one of the largest coal miner, booked a 5% increase in coal production volume year-over-year in 1Q2020. The ...
Wednesday, 20 May 20
BRAZIL SOYBEAN EXPORTS HAVE BEEN SURGING THIS YEAR - BANCHERO COSTA
Brazil soybean exports have been surging this year, thanks to a combination of strong demand from China, a bumper crop, and favourable exchange rat ...
Wednesday, 20 May 20
MARKET INSIGHT
Seafarers keep maritime trade going so that the food, raw materials, energy and manufactured goods on which so many depend can continue moving arou ...
Tuesday, 19 May 20
AMENDMENT OF THE INDONESIAN MINING LAW: TYING UP LOOSE ENDS - UMBRA
KNOWLEDGE TO ELEVATE
The finalized draft of Law on the amendment of the Mining Law (Bill) was publicly released on 11 May 2020 and was then ap ...
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- Madhucon Powers Ltd - India
- Baramulti Group, Indonesia
- Kapuas Tunggal Persada - Indonesia
- Trasteel International SA, Italy
- Karbindo Abesyapradhi - Indoneisa
- Chettinad Cement Corporation Ltd - India
- ASAPP Information Group - India
- PetroVietnam Power Coal Import and Supply Company
- Bhushan Steel Limited - India
- Bulk Trading Sa - Switzerland
- Kideco Jaya Agung - Indonesia
- Orica Australia Pty. Ltd.
- Altura Mining Limited, Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Deloitte Consulting - India
- Coal and Oil Company - UAE
- Straits Asia Resources Limited - Singapore
- CNBM International Corporation - China
- GMR Energy Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Oldendorff Carriers - Singapore
- Minerals Council of Australia
- Binh Thuan Hamico - Vietnam
- Ministry of Transport, Egypt
- Renaissance Capital - South Africa
- Manunggal Multi Energi - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Thiess Contractors Indonesia
- Salva Resources Pvt Ltd - India
- Mercuria Energy - Indonesia
- Mintek Dendrill Indonesia
- Simpson Spence & Young - Indonesia
- Medco Energi Mining Internasional
- Eastern Energy - Thailand
- Latin American Coal - Colombia
- Kalimantan Lumbung Energi - Indonesia
- Bayan Resources Tbk. - Indonesia
- Sarangani Energy Corporation, Philippines
- Lanco Infratech Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Independent Power Producers Association of India
- Georgia Ports Authority, United States
- Antam Resourcindo - Indonesia
- Sakthi Sugars Limited - India
- Borneo Indobara - Indonesia
- Bharathi Cement Corporation - India
- Pipit Mutiara Jaya. PT, Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Toyota Tsusho Corporation, Japan
- Bangladesh Power Developement Board
- Edison Trading Spa - Italy
- Billiton Holdings Pty Ltd - Australia
- Jaiprakash Power Ventures ltd
- Kobexindo Tractors - Indoneisa
- Samtan Co., Ltd - South Korea
- Aboitiz Power Corporation - Philippines
- Africa Commodities Group - South Africa
- Siam City Cement - Thailand
- New Zealand Coal & Carbon
- Anglo American - United Kingdom
- Metalloyd Limited - United Kingdom
- Sinarmas Energy and Mining - Indonesia
- Orica Mining Services - Indonesia
- Therma Luzon, Inc, Philippines
- Electricity Generating Authority of Thailand
- The State Trading Corporation of India Ltd
- Coalindo Energy - Indonesia
- Gujarat Electricity Regulatory Commission - India
- CIMB Investment Bank - Malaysia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Indo Tambangraya Megah - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- ICICI Bank Limited - India
- Iligan Light & Power Inc, Philippines
- VISA Power Limited - India
- Bhoruka Overseas - Indonesia
- Bukit Makmur.PT - Indonesia
- Banpu Public Company Limited - Thailand
- Leighton Contractors Pty Ltd - Australia
- Holcim Trading Pte Ltd - Singapore
- Sindya Power Generating Company Private Ltd
- GN Power Mariveles Coal Plant, Philippines
- PNOC Exploration Corporation - Philippines
- Dalmia Cement Bharat India
- Sical Logistics Limited - India
- SMG Consultants - Indonesia
- South Luzon Thermal Energy Corporation
- Meenaskhi Energy Private Limited - India
- Thai Mozambique Logistica
- Price Waterhouse Coopers - Russia
- Singapore Mercantile Exchange
- Karaikal Port Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- Merrill Lynch Commodities Europe
- Siam City Cement PLC, Thailand
- Jorong Barutama Greston.PT - Indonesia
- GAC Shipping (India) Pvt Ltd
- Aditya Birla Group - India
- Eastern Coal Council - USA
- Gujarat Mineral Development Corp Ltd - India
- Timah Investasi Mineral - Indoneisa
- Maharashtra Electricity Regulatory Commission - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Gujarat Sidhee Cement - India
- Indika Energy - Indonesia
- Pendopo Energi Batubara - Indonesia
- TeaM Sual Corporation - Philippines
- Coastal Gujarat Power Limited - India
- Malabar Cements Ltd - India
- Semirara Mining and Power Corporation, Philippines
- MS Steel International - UAE
- Tata Chemicals Ltd - India
- Rio Tinto Coal - Australia
- SN Aboitiz Power Inc, Philippines
- Wilmar Investment Holdings
- Interocean Group of Companies - India
- Formosa Plastics Group - Taiwan
- The Treasury - Australian Government
- Planning Commission, India
- Marubeni Corporation - India
- Star Paper Mills Limited - India
- Ministry of Finance - Indonesia
- Vedanta Resources Plc - India
- Global Green Power PLC Corporation, Philippines
- London Commodity Brokers - England
- Larsen & Toubro Limited - India
- Globalindo Alam Lestari - Indonesia
- Petron Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Commonwealth Bank - Australia
- Semirara Mining Corp, Philippines
- Global Coal Blending Company Limited - Australia
- Indian Energy Exchange, India
- Bhatia International Limited - India
- Heidelberg Cement - Germany
- Sojitz Corporation - Japan
- Electricity Authority, New Zealand
- IHS Mccloskey Coal Group - USA
- Wood Mackenzie - Singapore
- Xindia Steels Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Asmin Koalindo Tuhup - Indonesia
- OPG Power Generation Pvt Ltd - India
- Tamil Nadu electricity Board
- Australian Coal Association
- Posco Energy - South Korea
- Directorate General of MIneral and Coal - Indonesia
- Central Java Power - Indonesia
- SMC Global Power, Philippines
- Alfred C Toepfer International GmbH - Germany
- Mercator Lines Limited - India
- Directorate Of Revenue Intelligence - India
- Romanian Commodities Exchange
- Port Waratah Coal Services - Australia
- Parliament of New Zealand
- European Bulk Services B.V. - Netherlands
- Bukit Baiduri Energy - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- India Bulls Power Limited - India
- Goldman Sachs - Singapore
- Cement Manufacturers Association - India
- Vizag Seaport Private Limited - India
- Mjunction Services Limited - India
- International Coal Ventures Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Attock Cement Pakistan Limited
- PowerSource Philippines DevCo
- Miang Besar Coal Terminal - Indonesia
- Kepco SPC Power Corporation, Philippines
- White Energy Company Limited
- Parry Sugars Refinery, India
- Maheswari Brothers Coal Limited - India
- Savvy Resources Ltd - HongKong
- Neyveli Lignite Corporation Ltd, - India
- Energy Link Ltd, New Zealand
- Meralco Power Generation, Philippines
- Barasentosa Lestari - Indonesia
- Global Business Power Corporation, Philippines
- The University of Queensland
- Australian Commodity Traders Exchange
- Kartika Selabumi Mining - Indonesia
- Sree Jayajothi Cements Limited - India
- PTC India Limited - India
- Standard Chartered Bank - UAE
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Intertek Mineral Services - Indonesia
- Indonesian Coal Mining Association
- McConnell Dowell - Australia
- Indogreen Group - Indonesia
- Ministry of Mines - Canada
- IEA Clean Coal Centre - UK
- Chamber of Mines of South Africa
- Uttam Galva Steels Limited - India
- Krishnapatnam Port Company Ltd. - India
- Rashtriya Ispat Nigam Limited - India
- Jindal Steel & Power Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Ind-Barath Power Infra Limited - India
- GVK Power & Infra Limited - India
- Indian Oil Corporation Limited
- Grasim Industreis Ltd - India
- Riau Bara Harum - Indonesia
- Agrawal Coal Company - India
- Ceylon Electricity Board - Sri Lanka
- Carbofer General Trading SA - India
- Energy Development Corp, Philippines
- Ambuja Cements Ltd - India
- Central Electricity Authority - India
- Kumho Petrochemical, South Korea
- Bahari Cakrawala Sebuku - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Power Finance Corporation Ltd., India
- San Jose City I Power Corp, Philippines
- Economic Council, Georgia
- Makarim & Taira - Indonesia
- Videocon Industries ltd - India
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