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