We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Tuesday, 12 May 20
A GLOBAL ECONOMIC RESTART HAS SLOWLY BEGUN AS COUNTRIES AROUND THE WORLD GRADUALLY - ALLIED
A global economic restart has slowly begun as countries around the world gradually set their return back to “normality”. Yet by all mea ...
Tuesday, 12 May 20
CAN INDONESIA'S COAL INDUSTRY SURVIVE COVID-19? : IEEFA
Pandemic Lockdown and Slumping Prices Put Extreme Pressure on Coal Miners
Executive Summary
While attention has been focused on th ...
Tuesday, 12 May 20
INDIA'S COAL PRODUCTION TO CLOCK RECORD 700 MILLION TONNES IN FY21: COAL SECRETARY - PTI
Coal Secretary Anil Jain said FY20 coal production was lower than the target of 660 million tonnes because of flooding of a key coal mine.
&nbs ...
Monday, 11 May 20
CHINA'S BENCHMARK POWER COAL PRICE DROPS SLIGHTLY - XINHUA
China’s benchmark power coal price dropped slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge ...
Monday, 11 May 20
CORONAVIRUS PUTS MORE THAN A THIRD OF SEABORNE COAL SUPPLY AT RISK - WOOD MACKENZIE
The full impact of the coronavirus outbreak on the global economy is yet unclear. However, the demand destruction is already becoming evident, with ...
|
|
|
Showing 971 to 975 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Holcim Trading Pte Ltd - Singapore
- Maharashtra Electricity Regulatory Commission - India
- Iligan Light & Power Inc, Philippines
- GN Power Mariveles Coal Plant, Philippines
- MS Steel International - UAE
- Larsen & Toubro Limited - India
- Karaikal Port Pvt Ltd - India
- Renaissance Capital - South Africa
- Bangladesh Power Developement Board
- Orica Mining Services - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Price Waterhouse Coopers - Russia
- Oldendorff Carriers - Singapore
- Aditya Birla Group - India
- Bharathi Cement Corporation - India
- Medco Energi Mining Internasional
- Offshore Bulk Terminal Pte Ltd, Singapore
- Binh Thuan Hamico - Vietnam
- Deloitte Consulting - India
- Anglo American - United Kingdom
- Posco Energy - South Korea
- Meenaskhi Energy Private Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Indogreen Group - Indonesia
- Formosa Plastics Group - Taiwan
- Orica Australia Pty. Ltd.
- Sree Jayajothi Cements Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Simpson Spence & Young - Indonesia
- Sical Logistics Limited - India
- The University of Queensland
- Chettinad Cement Corporation Ltd - India
- Trasteel International SA, Italy
- Commonwealth Bank - Australia
- LBH Netherlands Bv - Netherlands
- Siam City Cement - Thailand
- Rashtriya Ispat Nigam Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Therma Luzon, Inc, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Wilmar Investment Holdings
- The Treasury - Australian Government
- Kepco SPC Power Corporation, Philippines
- SMG Consultants - Indonesia
- Agrawal Coal Company - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Central Electricity Authority - India
- Pipit Mutiara Jaya. PT, Indonesia
- CIMB Investment Bank - Malaysia
- Globalindo Alam Lestari - Indonesia
- Banpu Public Company Limited - Thailand
- Billiton Holdings Pty Ltd - Australia
- Indo Tambangraya Megah - Indonesia
- SN Aboitiz Power Inc, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Tata Chemicals Ltd - India
- Baramulti Group, Indonesia
- India Bulls Power Limited - India
- Bayan Resources Tbk. - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Africa Commodities Group - South Africa
- Ambuja Cements Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Timah Investasi Mineral - Indoneisa
- Cigading International Bulk Terminal - Indonesia
- International Coal Ventures Pvt Ltd - India
- Uttam Galva Steels Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Interocean Group of Companies - India
- Dalmia Cement Bharat India
- Ministry of Transport, Egypt
- Sarangani Energy Corporation, Philippines
- Carbofer General Trading SA - India
- Intertek Mineral Services - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- PTC India Limited - India
- Jaiprakash Power Ventures ltd
- Bhushan Steel Limited - India
- Romanian Commodities Exchange
- Parry Sugars Refinery, India
- SMC Global Power, Philippines
- Minerals Council of Australia
- ICICI Bank Limited - India
- Toyota Tsusho Corporation, Japan
- Metalloyd Limited - United Kingdom
- Xindia Steels Limited - India
- GAC Shipping (India) Pvt Ltd
- Kobexindo Tractors - Indoneisa
- OPG Power Generation Pvt Ltd - India
- Mjunction Services Limited - India
- PowerSource Philippines DevCo
- GMR Energy Limited - India
- GVK Power & Infra Limited - India
- Pendopo Energi Batubara - Indonesia
- Thai Mozambique Logistica
- CNBM International Corporation - China
- London Commodity Brokers - England
- Cement Manufacturers Association - India
- Kapuas Tunggal Persada - Indonesia
- Eastern Energy - Thailand
- European Bulk Services B.V. - Netherlands
- Power Finance Corporation Ltd., India
- Eastern Coal Council - USA
- Marubeni Corporation - India
- Sindya Power Generating Company Private Ltd
- Rio Tinto Coal - Australia
- VISA Power Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Meralco Power Generation, Philippines
- Kartika Selabumi Mining - Indonesia
- Goldman Sachs - Singapore
- Global Business Power Corporation, Philippines
- Central Java Power - Indonesia
- Ministry of Finance - Indonesia
- Tamil Nadu electricity Board
- Bhatia International Limited - India
- Global Coal Blending Company Limited - Australia
- Leighton Contractors Pty Ltd - Australia
- Ind-Barath Power Infra Limited - India
- PNOC Exploration Corporation - Philippines
- Mercuria Energy - Indonesia
- Makarim & Taira - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Indika Energy - Indonesia
- The State Trading Corporation of India Ltd
- Barasentosa Lestari - Indonesia
- Bhoruka Overseas - Indonesia
- Bukit Makmur.PT - Indonesia
- Vizag Seaport Private Limited - India
- Planning Commission, India
- Georgia Ports Authority, United States
- Coal and Oil Company - UAE
- Kohat Cement Company Ltd. - Pakistan
- Global Green Power PLC Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Bulk Trading Sa - Switzerland
- Australian Coal Association
- Straits Asia Resources Limited - Singapore
- Videocon Industries ltd - India
- Samtan Co., Ltd - South Korea
- Jindal Steel & Power Ltd - India
- Electricity Authority, New Zealand
- Lanco Infratech Ltd - India
- Gujarat Sidhee Cement - India
- Ministry of Mines - Canada
- Miang Besar Coal Terminal - Indonesia
- Electricity Generating Authority of Thailand
- Maheswari Brothers Coal Limited - India
- Merrill Lynch Commodities Europe
- Kumho Petrochemical, South Korea
- Alfred C Toepfer International GmbH - Germany
- Wood Mackenzie - Singapore
- Star Paper Mills Limited - India
- Directorate Of Revenue Intelligence - India
- Chamber of Mines of South Africa
- Australian Commodity Traders Exchange
- Sojitz Corporation - Japan
- Karbindo Abesyapradhi - Indoneisa
- TeaM Sual Corporation - Philippines
- Latin American Coal - Colombia
- White Energy Company Limited
- New Zealand Coal & Carbon
- Mercator Lines Limited - India
- Energy Link Ltd, New Zealand
- Mintek Dendrill Indonesia
- Coastal Gujarat Power Limited - India
- Manunggal Multi Energi - Indonesia
- Altura Mining Limited, Indonesia
- Kaltim Prima Coal - Indonesia
- Borneo Indobara - Indonesia
- Thiess Contractors Indonesia
- South Luzon Thermal Energy Corporation
- Parliament of New Zealand
- Economic Council, Georgia
- ASAPP Information Group - India
- Krishnapatnam Port Company Ltd. - India
- Siam City Cement PLC, Thailand
- Coalindo Energy - Indonesia
- Indian Energy Exchange, India
- Antam Resourcindo - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- IHS Mccloskey Coal Group - USA
- Malabar Cements Ltd - India
- Sakthi Sugars Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Attock Cement Pakistan Limited
- Savvy Resources Ltd - HongKong
- IEA Clean Coal Centre - UK
- Bank of Tokyo Mitsubishi UFJ Ltd
- Semirara Mining Corp, Philippines
- Semirara Mining and Power Corporation, Philippines
- Edison Trading Spa - Italy
- Vedanta Resources Plc - India
- Petron Corporation, Philippines
- Grasim Industreis Ltd - India
- Madhucon Powers Ltd - India
- Aboitiz Power Corporation - Philippines
- Independent Power Producers Association of India
- Energy Development Corp, Philippines
- Ceylon Electricity Board - Sri Lanka
- Indonesian Coal Mining Association
- Bukit Baiduri Energy - Indonesia
- McConnell Dowell - Australia
- Indian Oil Corporation Limited
- Port Waratah Coal Services - Australia
- Petrochimia International Co. Ltd.- Taiwan
- San Jose City I Power Corp, Philippines
- Standard Chartered Bank - UAE
- Heidelberg Cement - Germany
- TNB Fuel Sdn Bhd - Malaysia
- AsiaOL BioFuels Corp., Philippines
- Essar Steel Hazira Ltd - India
- Singapore Mercantile Exchange
- Sinarmas Energy and Mining - Indonesia
|
| |
| |
|
