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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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- Maheswari Brothers Coal Limited - India
- PTC India Limited - India
- Indogreen Group - Indonesia
- Borneo Indobara - Indonesia
- Medco Energi Mining Internasional
- Agrawal Coal Company - India
- Heidelberg Cement - Germany
- Essar Steel Hazira Ltd - India
- Independent Power Producers Association of India
- Kohat Cement Company Ltd. - Pakistan
- Pipit Mutiara Jaya. PT, Indonesia
- Rio Tinto Coal - Australia
- Miang Besar Coal Terminal - Indonesia
- Romanian Commodities Exchange
- Sarangani Energy Corporation, Philippines
- Lanco Infratech Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Binh Thuan Hamico - Vietnam
- TeaM Sual Corporation - Philippines
- Mintek Dendrill Indonesia
- Uttam Galva Steels Limited - India
- Energy Link Ltd, New Zealand
- Baramulti Group, Indonesia
- India Bulls Power Limited - India
- Petron Corporation, Philippines
- SMG Consultants - Indonesia
- GMR Energy Limited - India
- Chettinad Cement Corporation Ltd - India
- Videocon Industries ltd - India
- Parliament of New Zealand
- Therma Luzon, Inc, Philippines
- Africa Commodities Group - South Africa
- Goldman Sachs - Singapore
- Power Finance Corporation Ltd., India
- Edison Trading Spa - Italy
- Ministry of Mines - Canada
- Ind-Barath Power Infra Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Madhucon Powers Ltd - India
- The State Trading Corporation of India Ltd
- Orica Mining Services - Indonesia
- Grasim Industreis Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Indika Energy - Indonesia
- MS Steel International - UAE
- Eastern Coal Council - USA
- Mercator Lines Limited - India
- Wood Mackenzie - Singapore
- Aditya Birla Group - India
- Wilmar Investment Holdings
- Mjunction Services Limited - India
- New Zealand Coal & Carbon
- Thai Mozambique Logistica
- Orica Australia Pty. Ltd.
- Interocean Group of Companies - India
- AsiaOL BioFuels Corp., Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Simpson Spence & Young - Indonesia
- Global Business Power Corporation, Philippines
- ICICI Bank Limited - India
- Central Electricity Authority - India
- Kumho Petrochemical, South Korea
- Timah Investasi Mineral - Indoneisa
- The University of Queensland
- Sakthi Sugars Limited - India
- Bhoruka Overseas - Indonesia
- Riau Bara Harum - Indonesia
- Dalmia Cement Bharat India
- Pendopo Energi Batubara - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- London Commodity Brokers - England
- Port Waratah Coal Services - Australia
- Samtan Co., Ltd - South Korea
- Vedanta Resources Plc - India
- PowerSource Philippines DevCo
- Minerals Council of Australia
- IEA Clean Coal Centre - UK
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bhushan Steel Limited - India
- GAC Shipping (India) Pvt Ltd
- Vizag Seaport Private Limited - India
- Kepco SPC Power Corporation, Philippines
- Deloitte Consulting - India
- Globalindo Alam Lestari - Indonesia
- Bulk Trading Sa - Switzerland
- Bukit Baiduri Energy - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Larsen & Toubro Limited - India
- PetroVietnam Power Coal Import and Supply Company
- CNBM International Corporation - China
- Cigading International Bulk Terminal - Indonesia
- Kideco Jaya Agung - Indonesia
- Electricity Generating Authority of Thailand
- Gujarat Mineral Development Corp Ltd - India
- Posco Energy - South Korea
- Tata Chemicals Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Altura Mining Limited, Indonesia
- Indian Oil Corporation Limited
- Marubeni Corporation - India
- Global Green Power PLC Corporation, Philippines
- PNOC Exploration Corporation - Philippines
- Cement Manufacturers Association - India
- Krishnapatnam Port Company Ltd. - India
- Planning Commission, India
- Directorate Of Revenue Intelligence - India
- Coalindo Energy - Indonesia
- Sree Jayajothi Cements Limited - India
- Oldendorff Carriers - Singapore
- Energy Development Corp, Philippines
- Kartika Selabumi Mining - Indonesia
- Manunggal Multi Energi - Indonesia
- Georgia Ports Authority, United States
- Bukit Asam (Persero) Tbk - Indonesia
- McConnell Dowell - Australia
- Eastern Energy - Thailand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- Makarim & Taira - Indonesia
- IHS Mccloskey Coal Group - USA
- OPG Power Generation Pvt Ltd - India
- Thiess Contractors Indonesia
- Meralco Power Generation, Philippines
- White Energy Company Limited
- Attock Cement Pakistan Limited
- Coastal Gujarat Power Limited - India
- Sinarmas Energy and Mining - Indonesia
- Karaikal Port Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Commonwealth Bank - Australia
- Latin American Coal - Colombia
- Directorate General of MIneral and Coal - Indonesia
- Carbofer General Trading SA - India
- GVK Power & Infra Limited - India
- Indian Energy Exchange, India
- Gujarat Sidhee Cement - India
- Asmin Koalindo Tuhup - Indonesia
- Semirara Mining Corp, Philippines
- Bhatia International Limited - India
- Jindal Steel & Power Ltd - India
- CIMB Investment Bank - Malaysia
- Malabar Cements Ltd - India
- Bharathi Cement Corporation - India
- Sical Logistics Limited - India
- Star Paper Mills Limited - India
- Billiton Holdings Pty Ltd - Australia
- Ministry of Transport, Egypt
- Xindia Steels Limited - India
- Bayan Resources Tbk. - Indonesia
- Meenaskhi Energy Private Limited - India
- Siam City Cement - Thailand
- Parry Sugars Refinery, India
- Salva Resources Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Australian Coal Association
- Leighton Contractors Pty Ltd - Australia
- Merrill Lynch Commodities Europe
- Singapore Mercantile Exchange
- Savvy Resources Ltd - HongKong
- Petrochimia International Co. Ltd.- Taiwan
- VISA Power Limited - India
- Ambuja Cements Ltd - India
- Banpu Public Company Limited - Thailand
- Tamil Nadu electricity Board
- Renaissance Capital - South Africa
- Coal and Oil Company - UAE
- Intertek Mineral Services - Indonesia
- SMC Global Power, Philippines
- Kaltim Prima Coal - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- Global Coal Blending Company Limited - Australia
- San Jose City I Power Corp, Philippines
- Jaiprakash Power Ventures ltd
- Antam Resourcindo - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Metalloyd Limited - United Kingdom
- ASAPP Information Group - India
- Anglo American - United Kingdom
- Sojitz Corporation - Japan
- Standard Chartered Bank - UAE
- Semirara Mining and Power Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Mercuria Energy - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- European Bulk Services B.V. - Netherlands
- Rashtriya Ispat Nigam Limited - India
- Bangladesh Power Developement Board
- Straits Asia Resources Limited - Singapore
- Toyota Tsusho Corporation, Japan
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indo Tambangraya Megah - Indonesia
- Trasteel International SA, Italy
- Indonesian Coal Mining Association
- The Treasury - Australian Government
- Bahari Cakrawala Sebuku - Indonesia
- Kobexindo Tractors - Indoneisa
- Electricity Authority, New Zealand
- SN Aboitiz Power Inc, Philippines
- Sindya Power Generating Company Private Ltd
- Australian Commodity Traders Exchange
- Economic Council, Georgia
- Central Java Power - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- International Coal Ventures Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- Chamber of Mines of South Africa
- Bukit Makmur.PT - Indonesia
- Ministry of Finance - Indonesia
- Price Waterhouse Coopers - Russia
- Iligan Light & Power Inc, Philippines
- Aboitiz Power Corporation - Philippines
- Barasentosa Lestari - Indonesia
- Siam City Cement PLC, Thailand
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