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