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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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Monday, 18 May 20
TAKING ADVANTAGE OF VIRUS DISTRACTION - BALTIC EXCHANGE
As the industry grapples to deal with exceptional Covid-19-related challenges, a deeper threat is coming to the fore. At this time of crisis, more ...
Monday, 18 May 20
THERMAL COAL SPOT PRICE TUMBLES 25 PER CENT, PUTTING PRESSURE ON SOME PRODUCERS - ABC RURAL
The spot price for thermal coal has fallen 25 per cent per cent in the past month with one leading analyst saying it is because of a reduction in d ...
Monday, 18 May 20
CHINA'S COAL OUTPUT UP 1.3 PCT IN JANUARY-APRIL: XINHUA
Output of raw coal in China rose 1.3 percent year on year to 1.15 billion tonnes in the first four months this year, official data showed.
&nbs ...
Sunday, 17 May 20
A 55,000 OPEN ILIGAN FIXING AT $6,500 VIA INDONESIA REDELIVERY INDIA - BALTIC BRIEFING
Capesize
A precipitous fall in the market this week had the Capesize 5TC shedding over 50 per cent in value. A small rebound at the end of the ...
Friday, 15 May 20
CHINA'S COAL CONSUMPTION TO FALL Y/Y IN SECOND QUARTER, IMPROVEMENT EXPECTED IN SECOND HALF - INDUSTRY BODY: REUTERS
China’s coal consumption is expected to decline in the second quarter from a year earlier, but will see an improvement in the second half of ...
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- Sree Jayajothi Cements Limited - India
- Jorong Barutama Greston.PT - Indonesia
- PowerSource Philippines DevCo
- Videocon Industries ltd - India
- Kumho Petrochemical, South Korea
- PNOC Exploration Corporation - Philippines
- Eastern Coal Council - USA
- Kepco SPC Power Corporation, Philippines
- Vedanta Resources Plc - India
- Formosa Plastics Group - Taiwan
- Uttam Galva Steels Limited - India
- Orica Mining Services - Indonesia
- Antam Resourcindo - Indonesia
- Central Electricity Authority - India
- Riau Bara Harum - Indonesia
- Bangladesh Power Developement Board
- Indo Tambangraya Megah - Indonesia
- Toyota Tsusho Corporation, Japan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Baramulti Group, Indonesia
- Salva Resources Pvt Ltd - India
- Singapore Mercantile Exchange
- Madhucon Powers Ltd - India
- Energy Development Corp, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- IHS Mccloskey Coal Group - USA
- Economic Council, Georgia
- OPG Power Generation Pvt Ltd - India
- Posco Energy - South Korea
- Global Green Power PLC Corporation, Philippines
- SMG Consultants - Indonesia
- Carbofer General Trading SA - India
- Parry Sugars Refinery, India
- Minerals Council of Australia
- Heidelberg Cement - Germany
- San Jose City I Power Corp, Philippines
- Borneo Indobara - Indonesia
- Electricity Generating Authority of Thailand
- Bulk Trading Sa - Switzerland
- Parliament of New Zealand
- Port Waratah Coal Services - Australia
- Tamil Nadu electricity Board
- Ind-Barath Power Infra Limited - India
- Savvy Resources Ltd - HongKong
- Leighton Contractors Pty Ltd - Australia
- Semirara Mining Corp, Philippines
- Global Coal Blending Company Limited - Australia
- Planning Commission, India
- Bayan Resources Tbk. - Indonesia
- Global Business Power Corporation, Philippines
- Standard Chartered Bank - UAE
- Billiton Holdings Pty Ltd - Australia
- Gujarat Sidhee Cement - India
- Wilmar Investment Holdings
- Dalmia Cement Bharat India
- Alfred C Toepfer International GmbH - Germany
- Bank of Tokyo Mitsubishi UFJ Ltd
- Coal and Oil Company - UAE
- Malabar Cements Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- ICICI Bank Limited - India
- Trasteel International SA, Italy
- Bukit Makmur.PT - Indonesia
- Sarangani Energy Corporation, Philippines
- Mjunction Services Limited - India
- Ministry of Transport, Egypt
- Indika Energy - Indonesia
- Oldendorff Carriers - Singapore
- Offshore Bulk Terminal Pte Ltd, Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Siam City Cement PLC, Thailand
- Vijayanagar Sugar Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Bhushan Steel Limited - India
- Deloitte Consulting - India
- Maheswari Brothers Coal Limited - India
- Australian Commodity Traders Exchange
- CNBM International Corporation - China
- Larsen & Toubro Limited - India
- The State Trading Corporation of India Ltd
- Marubeni Corporation - India
- IEA Clean Coal Centre - UK
- Barasentosa Lestari - Indonesia
- McConnell Dowell - Australia
- Sinarmas Energy and Mining - Indonesia
- Timah Investasi Mineral - Indoneisa
- Karbindo Abesyapradhi - Indoneisa
- Ministry of Mines - Canada
- Cement Manufacturers Association - India
- Manunggal Multi Energi - Indonesia
- Petron Corporation, Philippines
- Medco Energi Mining Internasional
- Meenaskhi Energy Private Limited - India
- Indian Energy Exchange, India
- Interocean Group of Companies - India
- Meralco Power Generation, Philippines
- Jaiprakash Power Ventures ltd
- Latin American Coal - Colombia
- AsiaOL BioFuels Corp., Philippines
- Kalimantan Lumbung Energi - Indonesia
- GAC Shipping (India) Pvt Ltd
- Asmin Koalindo Tuhup - Indonesia
- Makarim & Taira - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Energy Link Ltd, New Zealand
- London Commodity Brokers - England
- The University of Queensland
- Agrawal Coal Company - India
- Sical Logistics Limited - India
- Gujarat Electricity Regulatory Commission - India
- Thai Mozambique Logistica
- Aboitiz Power Corporation - Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Metalloyd Limited - United Kingdom
- Sojitz Corporation - Japan
- Eastern Energy - Thailand
- Ambuja Cements Ltd - India
- Anglo American - United Kingdom
- Attock Cement Pakistan Limited
- Banpu Public Company Limited - Thailand
- Kapuas Tunggal Persada - Indonesia
- Xindia Steels Limited - India
- Bukit Baiduri Energy - Indonesia
- Samtan Co., Ltd - South Korea
- Kartika Selabumi Mining - Indonesia
- Edison Trading Spa - Italy
- Rio Tinto Coal - Australia
- Binh Thuan Hamico - Vietnam
- Bhatia International Limited - India
- ASAPP Information Group - India
- Renaissance Capital - South Africa
- Electricity Authority, New Zealand
- Independent Power Producers Association of India
- Petrochimia International Co. Ltd.- Taiwan
- Chamber of Mines of South Africa
- European Bulk Services B.V. - Netherlands
- Chettinad Cement Corporation Ltd - India
- Globalindo Alam Lestari - Indonesia
- SN Aboitiz Power Inc, Philippines
- Bhoruka Overseas - Indonesia
- Indonesian Coal Mining Association
- Africa Commodities Group - South Africa
- India Bulls Power Limited - India
- Rashtriya Ispat Nigam Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Mintek Dendrill Indonesia
- Directorate Of Revenue Intelligence - India
- Mercuria Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- Indogreen Group - Indonesia
- Orica Australia Pty. Ltd.
- Kobexindo Tractors - Indoneisa
- GMR Energy Limited - India
- Romanian Commodities Exchange
- Essar Steel Hazira Ltd - India
- Star Paper Mills Limited - India
- Straits Asia Resources Limited - Singapore
- Thiess Contractors Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Directorate General of MIneral and Coal - Indonesia
- TeaM Sual Corporation - Philippines
- Simpson Spence & Young - Indonesia
- White Energy Company Limited
- International Coal Ventures Pvt Ltd - India
- Ministry of Finance - Indonesia
- Altura Mining Limited, Indonesia
- Indian Oil Corporation Limited
- MS Steel International - UAE
- Jindal Steel & Power Ltd - India
- Therma Luzon, Inc, Philippines
- Commonwealth Bank - Australia
- Bharathi Cement Corporation - India
- Krishnapatnam Port Company Ltd. - India
- Mercator Lines Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Vizag Seaport Private Limited - India
- Karaikal Port Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- New Zealand Coal & Carbon
- Kideco Jaya Agung - Indonesia
- Sindya Power Generating Company Private Ltd
- CIMB Investment Bank - Malaysia
- Georgia Ports Authority, United States
- Sakthi Sugars Limited - India
- Australian Coal Association
- PTC India Limited - India
- LBH Netherlands Bv - Netherlands
- Pendopo Energi Batubara - Indonesia
- Power Finance Corporation Ltd., India
- Bukit Asam (Persero) Tbk - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Tata Chemicals Ltd - India
- Central Java Power - Indonesia
- Aditya Birla Group - India
- Price Waterhouse Coopers - Russia
- Intertek Mineral Services - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Siam City Cement - Thailand
- Coalindo Energy - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Grasim Industreis Ltd - India
- Goldman Sachs - Singapore
- GVK Power & Infra Limited - India
- Coastal Gujarat Power Limited - India
- SMC Global Power, Philippines
- Wood Mackenzie - Singapore
- South Luzon Thermal Energy Corporation
- VISA Power Limited - India
- The Treasury - Australian Government
- Semirara Mining and Power Corporation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kaltim Prima Coal - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Merrill Lynch Commodities Europe
- Lanco Infratech Ltd - India
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