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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, 07 May 20
CRUDE OIL TANKER EARNINGS DROP 68% IN NINE DAYS - BIMCO
Crude oil tanker earnings have come down sharply in recent weeks with Very Large Crude Carrier (VLCC) earnings from the Middle East Gulf to China d ...
Thursday, 07 May 20
UKRAINE PRODUCES 2.5 MLN TONNES OF COAL IN APRIL - UKRINFORM
Ukraine produced 2.5 million tonnes of coal in April 2020, which is 39% less than planned, according to the Coal Miners Union of Ukraine.
...
Thursday, 07 May 20
INDIA: GOVT TO DO AWAY WITH MANDATORY WASHING OF COAL FOR THERMAL POWER UNITS - BUSINESS STANDARD
The Centre is planning to do away with the mandatory requirement of washing of coal before it is transported to thermal power stations. The Ministr ...
Thursday, 07 May 20
CIL'S SUPPLY TO POWER SECTOR FALLS IN MARCH AMID SLUMP IN COAL DEMAND - PTI
The supply of coal to the power sector by state-owned CIL registered a decline of eight per cent to 42.30 million tonne in March in the wake of slu ...
Thursday, 07 May 20
COAL PRICE REFERENCE FALL SHARPLY IN MAY 2020 DUE TO CORONAVIRUS OUTBREAK
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down the benchmark price of Indonesian thermal ...
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- Asia Pacific Energy Resources Ventures Inc, Philippines
- Chettinad Cement Corporation Ltd - India
- Parliament of New Zealand
- South Luzon Thermal Energy Corporation
- Anglo American - United Kingdom
- Directorate Of Revenue Intelligence - India
- Bhushan Steel Limited - India
- Intertek Mineral Services - Indonesia
- Bukit Baiduri Energy - Indonesia
- GAC Shipping (India) Pvt Ltd
- Aditya Birla Group - India
- Wilmar Investment Holdings
- Makarim & Taira - Indonesia
- Romanian Commodities Exchange
- Power Finance Corporation Ltd., India
- Indogreen Group - Indonesia
- Savvy Resources Ltd - HongKong
- TeaM Sual Corporation - Philippines
- Sarangani Energy Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Commonwealth Bank - Australia
- PTC India Limited - India
- Bukit Makmur.PT - Indonesia
- Therma Luzon, Inc, Philippines
- Agrawal Coal Company - India
- Ceylon Electricity Board - Sri Lanka
- AsiaOL BioFuels Corp., Philippines
- Global Business Power Corporation, Philippines
- Orica Australia Pty. Ltd.
- SMG Consultants - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Standard Chartered Bank - UAE
- Baramulti Group, Indonesia
- Sindya Power Generating Company Private Ltd
- Thai Mozambique Logistica
- Lanco Infratech Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Tata Chemicals Ltd - India
- LBH Netherlands Bv - Netherlands
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Coalindo Energy - Indonesia
- Chamber of Mines of South Africa
- Rio Tinto Coal - Australia
- Posco Energy - South Korea
- Globalindo Alam Lestari - Indonesia
- Toyota Tsusho Corporation, Japan
- Xindia Steels Limited - India
- Miang Besar Coal Terminal - Indonesia
- Marubeni Corporation - India
- Pipit Mutiara Jaya. PT, Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Formosa Plastics Group - Taiwan
- SMC Global Power, Philippines
- Renaissance Capital - South Africa
- Holcim Trading Pte Ltd - Singapore
- GMR Energy Limited - India
- Semirara Mining Corp, Philippines
- International Coal Ventures Pvt Ltd - India
- Antam Resourcindo - Indonesia
- Thiess Contractors Indonesia
- Mjunction Services Limited - India
- Meenaskhi Energy Private Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Iligan Light & Power Inc, Philippines
- Wood Mackenzie - Singapore
- Indonesian Coal Mining Association
- Krishnapatnam Port Company Ltd. - India
- Central Electricity Authority - India
- Independent Power Producers Association of India
- Simpson Spence & Young - Indonesia
- Kartika Selabumi Mining - Indonesia
- Larsen & Toubro Limited - India
- Timah Investasi Mineral - Indoneisa
- Economic Council, Georgia
- Jorong Barutama Greston.PT - Indonesia
- Mercator Lines Limited - India
- Grasim Industreis Ltd - India
- Kideco Jaya Agung - Indonesia
- Energy Link Ltd, New Zealand
- Videocon Industries ltd - India
- Merrill Lynch Commodities Europe
- The Treasury - Australian Government
- Uttam Galva Steels Limited - India
- Karaikal Port Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Singapore Mercantile Exchange
- Salva Resources Pvt Ltd - India
- Planning Commission, India
- Global Green Power PLC Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Ind-Barath Power Infra Limited - India
- Banpu Public Company Limited - Thailand
- India Bulls Power Limited - India
- Ministry of Finance - Indonesia
- Kumho Petrochemical, South Korea
- Binh Thuan Hamico - Vietnam
- Indian Oil Corporation Limited
- The University of Queensland
- Bhoruka Overseas - Indonesia
- Bhatia International Limited - India
- Jindal Steel & Power Ltd - India
- Essar Steel Hazira Ltd - India
- Vizag Seaport Private Limited - India
- Bayan Resources Tbk. - Indonesia
- Pendopo Energi Batubara - Indonesia
- Mintek Dendrill Indonesia
- Coal and Oil Company - UAE
- Cigading International Bulk Terminal - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Indo Tambangraya Megah - Indonesia
- Coastal Gujarat Power Limited - India
- Rashtriya Ispat Nigam Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Siam City Cement - Thailand
- ASAPP Information Group - India
- Heidelberg Cement - Germany
- Ambuja Cements Ltd - India
- New Zealand Coal & Carbon
- Star Paper Mills Limited - India
- Straits Asia Resources Limited - Singapore
- Sree Jayajothi Cements Limited - India
- Interocean Group of Companies - India
- Port Waratah Coal Services - Australia
- Australian Commodity Traders Exchange
- IHS Mccloskey Coal Group - USA
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Semirara Mining and Power Corporation, Philippines
- Indian Energy Exchange, India
- Vijayanagar Sugar Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Africa Commodities Group - South Africa
- Alfred C Toepfer International GmbH - Germany
- Dalmia Cement Bharat India
- Deloitte Consulting - India
- Latin American Coal - Colombia
- Jaiprakash Power Ventures ltd
- Samtan Co., Ltd - South Korea
- Eastern Coal Council - USA
- Parry Sugars Refinery, India
- Global Coal Blending Company Limited - Australia
- Madhucon Powers Ltd - India
- MS Steel International - UAE
- Bharathi Cement Corporation - India
- IEA Clean Coal Centre - UK
- The State Trading Corporation of India Ltd
- Sojitz Corporation - Japan
- Vedanta Resources Plc - India
- Kobexindo Tractors - Indoneisa
- PNOC Exploration Corporation - Philippines
- Ministry of Mines - Canada
- Billiton Holdings Pty Ltd - Australia
- VISA Power Limited - India
- Electricity Authority, New Zealand
- Minerals Council of Australia
- Trasteel International SA, Italy
- Ministry of Transport, Egypt
- Petrochimia International Co. Ltd.- Taiwan
- CIMB Investment Bank - Malaysia
- Gujarat Sidhee Cement - India
- Carbofer General Trading SA - India
- Maheswari Brothers Coal Limited - India
- Electricity Generating Authority of Thailand
- Aboitiz Power Corporation - Philippines
- Bulk Trading Sa - Switzerland
- Indika Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kaltim Prima Coal - Indonesia
- Riau Bara Harum - Indonesia
- Meralco Power Generation, Philippines
- Oldendorff Carriers - Singapore
- Metalloyd Limited - United Kingdom
- Cement Manufacturers Association - India
- Orica Mining Services - Indonesia
- Bangladesh Power Developement Board
- Sical Logistics Limited - India
- Siam City Cement PLC, Thailand
- Altura Mining Limited, Indonesia
- Sakthi Sugars Limited - India
- Directorate General of MIneral and Coal - Indonesia
- ICICI Bank Limited - India
- White Energy Company Limited
- Energy Development Corp, Philippines
- PowerSource Philippines DevCo
- Borneo Indobara - Indonesia
- Mercuria Energy - Indonesia
- Manunggal Multi Energi - Indonesia
- Leighton Contractors Pty Ltd - Australia
- McConnell Dowell - Australia
- Attock Cement Pakistan Limited
- OPG Power Generation Pvt Ltd - India
- London Commodity Brokers - England
- Sinarmas Energy and Mining - Indonesia
- Goldman Sachs - Singapore
- CNBM International Corporation - China
- Edison Trading Spa - Italy
- Central Java Power - Indonesia
- SN Aboitiz Power Inc, Philippines
- Medco Energi Mining Internasional
- Australian Coal Association
- Asmin Koalindo Tuhup - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- GVK Power & Infra Limited - India
- Tamil Nadu electricity Board
- Georgia Ports Authority, United States
- San Jose City I Power Corp, Philippines
- Kepco SPC Power Corporation, Philippines
- Malabar Cements Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Petron Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Eastern Energy - Thailand
- Gujarat Electricity Regulatory Commission - India
- Price Waterhouse Coopers - Russia
- Barasentosa Lestari - Indonesia
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