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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, 14 May 20
OPEC REVISES DOWN GLOBAL OIL DEMAND FORECAST AGAIN
Crude Oil Price Movements
Crude oil prices recorded a second sharp monthly drop in April, amid an increasing oil surplus in the spot market. Th ...
Thursday, 14 May 20
NEW COVID-19 GUIDELINES FOCUS ON SAFE INTERFACE BETWEEN SHIP AND SHORE STAFF - GARD
At a time when the COVID-19 pandemic is affecting the global population, it is important that ships’ crew and port workers protect each other ...
Wednesday, 13 May 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX DOWN 0.4 PCT - XINHUA
China Taiyuan coal transaction price index stood at 124.93 points Monday, down 0.4 percent week on week.
The index, released by Chin ...
Tuesday, 12 May 20
IN THE FIRST 4 MONTHS OF 2020, SOUTH KOREA IMPORTED 46.6 MLN TONNES OF CRUDE OIL BY SEA, A NET DECLINE OF 14.1% YOY - BC
South Korea is certainly one of the countries which has handled better the current Covid-19 crisis. In the first week of May 2020, new cases of ...
Tuesday, 12 May 20
OIL MARKET TURBULENCE PIVOTS FOCUS ON FLOATING STORAGE TECHNICAL NEEDS - LLOYD'S REGISTER
KNOWLEDGE TO ELEVATE
Negative oil prices and off-the-scale volatility in crude markets are positive for floating storage, as the next chapter ...
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- The University of Queensland
- Ministry of Mines - Canada
- Sakthi Sugars Limited - India
- Straits Asia Resources Limited - Singapore
- International Coal Ventures Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Bangladesh Power Developement Board
- Central Java Power - Indonesia
- Edison Trading Spa - Italy
- Bukit Makmur.PT - Indonesia
- Indian Energy Exchange, India
- Baramulti Group, Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- Bahari Cakrawala Sebuku - Indonesia
- GMR Energy Limited - India
- Ministry of Finance - Indonesia
- European Bulk Services B.V. - Netherlands
- Ambuja Cements Ltd - India
- The State Trading Corporation of India Ltd
- Bhoruka Overseas - Indonesia
- Merrill Lynch Commodities Europe
- Formosa Plastics Group - Taiwan
- IEA Clean Coal Centre - UK
- Coalindo Energy - Indonesia
- Manunggal Multi Energi - Indonesia
- Commonwealth Bank - Australia
- Planning Commission, India
- Georgia Ports Authority, United States
- Maharashtra Electricity Regulatory Commission - India
- The Treasury - Australian Government
- Neyveli Lignite Corporation Ltd, - India
- Energy Development Corp, Philippines
- Alfred C Toepfer International GmbH - Germany
- Anglo American - United Kingdom
- Indonesian Coal Mining Association
- San Jose City I Power Corp, Philippines
- Sojitz Corporation - Japan
- Star Paper Mills Limited - India
- Intertek Mineral Services - Indonesia
- Jaiprakash Power Ventures ltd
- Billiton Holdings Pty Ltd - Australia
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- SMC Global Power, Philippines
- Tata Chemicals Ltd - India
- Meralco Power Generation, Philippines
- Aditya Birla Group - India
- Agrawal Coal Company - India
- TeaM Sual Corporation - Philippines
- Gujarat Mineral Development Corp Ltd - India
- Mjunction Services Limited - India
- Directorate Of Revenue Intelligence - India
- Indian Oil Corporation Limited
- Kartika Selabumi Mining - Indonesia
- South Luzon Thermal Energy Corporation
- India Bulls Power Limited - India
- GAC Shipping (India) Pvt Ltd
- Eastern Energy - Thailand
- Ceylon Electricity Board - Sri Lanka
- ICICI Bank Limited - India
- Mercator Lines Limited - India
- Carbofer General Trading SA - India
- Kumho Petrochemical, South Korea
- Jorong Barutama Greston.PT - Indonesia
- Makarim & Taira - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indogreen Group - Indonesia
- Indika Energy - Indonesia
- PNOC Exploration Corporation - Philippines
- Essar Steel Hazira Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Therma Luzon, Inc, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Uttam Galva Steels Limited - India
- Australian Commodity Traders Exchange
- Vizag Seaport Private Limited - India
- Gujarat Sidhee Cement - India
- GN Power Mariveles Coal Plant, Philippines
- Electricity Authority, New Zealand
- Vedanta Resources Plc - India
- Gujarat Electricity Regulatory Commission - India
- Singapore Mercantile Exchange
- Banpu Public Company Limited - Thailand
- Salva Resources Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- Aboitiz Power Corporation - Philippines
- Economic Council, Georgia
- LBH Netherlands Bv - Netherlands
- IHS Mccloskey Coal Group - USA
- Siam City Cement - Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sinarmas Energy and Mining - Indonesia
- GVK Power & Infra Limited - India
- Jindal Steel & Power Ltd - India
- AsiaOL BioFuels Corp., Philippines
- CNBM International Corporation - China
- PowerSource Philippines DevCo
- Coastal Gujarat Power Limited - India
- Ministry of Transport, Egypt
- Sical Logistics Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Australian Coal Association
- Bank of Tokyo Mitsubishi UFJ Ltd
- Rio Tinto Coal - Australia
- Larsen & Toubro Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Independent Power Producers Association of India
- Sree Jayajothi Cements Limited - India
- Rashtriya Ispat Nigam Limited - India
- Dalmia Cement Bharat India
- Global Coal Blending Company Limited - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Maheswari Brothers Coal Limited - India
- Savvy Resources Ltd - HongKong
- Power Finance Corporation Ltd., India
- Medco Energi Mining Internasional
- McConnell Dowell - Australia
- Leighton Contractors Pty Ltd - Australia
- Global Business Power Corporation, Philippines
- Barasentosa Lestari - Indonesia
- Mercuria Energy - Indonesia
- OPG Power Generation Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- Cement Manufacturers Association - India
- Binh Thuan Hamico - Vietnam
- Bhushan Steel Limited - India
- Toyota Tsusho Corporation, Japan
- Bhatia International Limited - India
- Orica Australia Pty. Ltd.
- Renaissance Capital - South Africa
- Energy Link Ltd, New Zealand
- Electricity Generating Authority of Thailand
- Petron Corporation, Philippines
- SMG Consultants - Indonesia
- Indo Tambangraya Megah - Indonesia
- London Commodity Brokers - England
- Minerals Council of Australia
- Bharathi Cement Corporation - India
- Romanian Commodities Exchange
- Xindia Steels Limited - India
- Kaltim Prima Coal - Indonesia
- Meenaskhi Energy Private Limited - India
- Riau Bara Harum - Indonesia
- Chettinad Cement Corporation Ltd - India
- Altura Mining Limited, Indonesia
- Siam City Cement PLC, Thailand
- Bulk Trading Sa - Switzerland
- Ind-Barath Power Infra Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Bukit Baiduri Energy - Indonesia
- Eastern Coal Council - USA
- Price Waterhouse Coopers - Russia
- Global Green Power PLC Corporation, Philippines
- Wood Mackenzie - Singapore
- Wilmar Investment Holdings
- Trasteel International SA, Italy
- Goldman Sachs - Singapore
- Kepco SPC Power Corporation, Philippines
- Malabar Cements Ltd - India
- Sarangani Energy Corporation, Philippines
- Coal and Oil Company - UAE
- Petrochimia International Co. Ltd.- Taiwan
- Samtan Co., Ltd - South Korea
- Oldendorff Carriers - Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Bayan Resources Tbk. - Indonesia
- PTC India Limited - India
- Posco Energy - South Korea
- Krishnapatnam Port Company Ltd. - India
- Miang Besar Coal Terminal - Indonesia
- Madhucon Powers Ltd - India
- Tamil Nadu electricity Board
- Central Electricity Authority - India
- Videocon Industries ltd - India
- Metalloyd Limited - United Kingdom
- Deloitte Consulting - India
- Marubeni Corporation - India
- PetroVietnam Power Coal Import and Supply Company
- Parliament of New Zealand
- Thiess Contractors Indonesia
- Antam Resourcindo - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Iligan Light & Power Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- Kideco Jaya Agung - Indonesia
- Attock Cement Pakistan Limited
- TNB Fuel Sdn Bhd - Malaysia
- Mintek Dendrill Indonesia
- Chamber of Mines of South Africa
- Timah Investasi Mineral - Indoneisa
- Grasim Industreis Ltd - India
- Interocean Group of Companies - India
- Heidelberg Cement - Germany
- Orica Mining Services - Indonesia
- Borneo Indobara - Indonesia
- Port Waratah Coal Services - Australia
- MS Steel International - UAE
- Globalindo Alam Lestari - Indonesia
- Standard Chartered Bank - UAE
- Parry Sugars Refinery, India
- Thai Mozambique Logistica
- Bukit Asam (Persero) Tbk - Indonesia
- VISA Power Limited - India
- Africa Commodities Group - South Africa
- ASAPP Information Group - India
- Semirara Mining and Power Corporation, Philippines
- Lanco Infratech Ltd - India
- Latin American Coal - Colombia
- Pipit Mutiara Jaya. PT, Indonesia
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- New Zealand Coal & Carbon
- Kalimantan Lumbung Energi - Indonesia
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- Karbindo Abesyapradhi - Indoneisa
- White Energy Company Limited
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