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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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Wednesday, 06 May 20
KOSPO INVITED COAL BIDS FOR LOW CALORIFIC VALUE COAL
COALspot.com: Korea Southern Power Co., Ltd. (KOSPO) has issued an International tender for 160,000 Metric Tons (MT) Low Calorific Value Coal for J ...
Wednesday, 06 May 20
COST CHALLENGES IN A US$20/BBL WORLD - WOOD MACKENZIE
A new approach is needed to ensure supply sector resilience
How will US$20/bbl affect the oil and gas supply chain?
It’s going to g ...
Wednesday, 06 May 20
MARKET INSIGHT - INTERMODAL
It comes as no surprise that activity in the dry bulk SnP market remains soft, with asset values caught in the downward spiral generated by the Cov ...
Wednesday, 06 May 20
FLOATING STORAGE OF OIL CARGOES - STANDARD CLUB
KNOWLEDGE TO ELEVATE
Due to a combination of circumstances there is now a worldwide shortage of storage space ashore for both unrefi ...
Wednesday, 06 May 20
IRON ORE TRADE REMAINS REMARKABLY RESILIENT THIS YEAR, AT LEAST IN ASIA - BANCHERO COSTA
Iron ore trade remains remarkably resilient this year, at least in Asia, despite the global economic impact from COVID-19. In the first 4 months of ...
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- Sindya Power Generating Company Private Ltd
- Coalindo Energy - Indonesia
- Mercator Lines Limited - India
- Latin American Coal - Colombia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- ICICI Bank Limited - India
- Indian Energy Exchange, India
- Kepco SPC Power Corporation, Philippines
- Australian Commodity Traders Exchange
- GAC Shipping (India) Pvt Ltd
- Anglo American - United Kingdom
- White Energy Company Limited
- Siam City Cement PLC, Thailand
- Maheswari Brothers Coal Limited - India
- Larsen & Toubro Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Billiton Holdings Pty Ltd - Australia
- Miang Besar Coal Terminal - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Central Java Power - Indonesia
- Indonesian Coal Mining Association
- Karaikal Port Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Central Electricity Authority - India
- Siam City Cement - Thailand
- Eastern Coal Council - USA
- Barasentosa Lestari - Indonesia
- ASAPP Information Group - India
- Malabar Cements Ltd - India
- Kobexindo Tractors - Indoneisa
- Romanian Commodities Exchange
- Therma Luzon, Inc, Philippines
- Thiess Contractors Indonesia
- Kaltim Prima Coal - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Tata Chemicals Ltd - India
- Standard Chartered Bank - UAE
- Chettinad Cement Corporation Ltd - India
- Mjunction Services Limited - India
- San Jose City I Power Corp, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Interocean Group of Companies - India
- McConnell Dowell - Australia
- GN Power Mariveles Coal Plant, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Coastal Gujarat Power Limited - India
- Australian Coal Association
- Eastern Energy - Thailand
- GMR Energy Limited - India
- Planning Commission, India
- Metalloyd Limited - United Kingdom
- PetroVietnam Power Coal Import and Supply Company
- Makarim & Taira - Indonesia
- PTC India Limited - India
- AsiaOL BioFuels Corp., Philippines
- Kideco Jaya Agung - Indonesia
- Banpu Public Company Limited - Thailand
- Uttam Galva Steels Limited - India
- Electricity Authority, New Zealand
- Kalimantan Lumbung Energi - Indonesia
- Rio Tinto Coal - Australia
- CIMB Investment Bank - Malaysia
- Sarangani Energy Corporation, Philippines
- Bulk Trading Sa - Switzerland
- The University of Queensland
- Posco Energy - South Korea
- Riau Bara Harum - Indonesia
- Vedanta Resources Plc - India
- Electricity Generating Authority of Thailand
- Carbofer General Trading SA - India
- Coal and Oil Company - UAE
- Parry Sugars Refinery, India
- Gujarat Mineral Development Corp Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Georgia Ports Authority, United States
- Bhoruka Overseas - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sical Logistics Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Global Business Power Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- Attock Cement Pakistan Limited
- Marubeni Corporation - India
- Sojitz Corporation - Japan
- Independent Power Producers Association of India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Renaissance Capital - South Africa
- New Zealand Coal & Carbon
- Bhushan Steel Limited - India
- Mintek Dendrill Indonesia
- Vizag Seaport Private Limited - India
- GVK Power & Infra Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Agrawal Coal Company - India
- South Luzon Thermal Energy Corporation
- Deloitte Consulting - India
- Singapore Mercantile Exchange
- The Treasury - Australian Government
- Kumho Petrochemical, South Korea
- Africa Commodities Group - South Africa
- Orica Australia Pty. Ltd.
- Salva Resources Pvt Ltd - India
- Trasteel International SA, Italy
- Minerals Council of Australia
- Kartika Selabumi Mining - Indonesia
- Jaiprakash Power Ventures ltd
- VISA Power Limited - India
- Medco Energi Mining Internasional
- Intertek Mineral Services - Indonesia
- Baramulti Group, Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Wood Mackenzie - Singapore
- Indogreen Group - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Borneo Indobara - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Simpson Spence & Young - Indonesia
- Lanco Infratech Ltd - India
- Cement Manufacturers Association - India
- Economic Council, Georgia
- Mercuria Energy - Indonesia
- Meralco Power Generation, Philippines
- Semirara Mining Corp, Philippines
- Samtan Co., Ltd - South Korea
- Indian Oil Corporation Limited
- SMG Consultants - Indonesia
- Oldendorff Carriers - Singapore
- Aditya Birla Group - India
- Sree Jayajothi Cements Limited - India
- Thai Mozambique Logistica
- Orica Mining Services - Indonesia
- Star Paper Mills Limited - India
- Essar Steel Hazira Ltd - India
- LBH Netherlands Bv - Netherlands
- Directorate Of Revenue Intelligence - India
- Straits Asia Resources Limited - Singapore
- Chamber of Mines of South Africa
- Madhucon Powers Ltd - India
- Indo Tambangraya Megah - Indonesia
- Savvy Resources Ltd - HongKong
- Energy Link Ltd, New Zealand
- Iligan Light & Power Inc, Philippines
- Ministry of Finance - Indonesia
- Videocon Industries ltd - India
- Rashtriya Ispat Nigam Limited - India
- Globalindo Alam Lestari - Indonesia
- Price Waterhouse Coopers - Russia
- Meenaskhi Energy Private Limited - India
- Manunggal Multi Energi - Indonesia
- Bayan Resources Tbk. - Indonesia
- Bukit Baiduri Energy - Indonesia
- Heidelberg Cement - Germany
- Formosa Plastics Group - Taiwan
- Port Waratah Coal Services - Australia
- Ceylon Electricity Board - Sri Lanka
- Bangladesh Power Developement Board
- Toyota Tsusho Corporation, Japan
- Jindal Steel & Power Ltd - India
- Pendopo Energi Batubara - Indonesia
- SN Aboitiz Power Inc, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Merrill Lynch Commodities Europe
- Aboitiz Power Corporation - Philippines
- Karbindo Abesyapradhi - Indoneisa
- Gujarat Sidhee Cement - India
- Altura Mining Limited, Indonesia
- Parliament of New Zealand
- Energy Development Corp, Philippines
- IEA Clean Coal Centre - UK
- Power Finance Corporation Ltd., India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- MS Steel International - UAE
- Wilmar Investment Holdings
- Global Green Power PLC Corporation, Philippines
- Bhatia International Limited - India
- Ambuja Cements Ltd - India
- PowerSource Philippines DevCo
- Ministry of Mines - Canada
- India Bulls Power Limited - India
- Petron Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Sakthi Sugars Limited - India
- Indika Energy - Indonesia
- Bukit Makmur.PT - Indonesia
- OPG Power Generation Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Xindia Steels Limited - India
- Goldman Sachs - Singapore
- TeaM Sual Corporation - Philippines
- Edison Trading Spa - Italy
- CNBM International Corporation - China
- TNB Fuel Sdn Bhd - Malaysia
- Bharathi Cement Corporation - India
- Holcim Trading Pte Ltd - Singapore
- Kapuas Tunggal Persada - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Dalmia Cement Bharat India
- Gujarat Electricity Regulatory Commission - India
- SMC Global Power, Philippines
- Binh Thuan Hamico - Vietnam
- Ministry of Transport, Egypt
- The State Trading Corporation of India Ltd
- Asmin Koalindo Tuhup - Indonesia
- Ind-Barath Power Infra Limited - India
- Krishnapatnam Port Company Ltd. - India
- Leighton Contractors Pty Ltd - Australia
- PNOC Exploration Corporation - Philippines
- London Commodity Brokers - England
- Grasim Industreis Ltd - India
- Tamil Nadu electricity Board
- Commonwealth Bank - Australia
- Antam Resourcindo - Indonesia
- IHS Mccloskey Coal Group - USA
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