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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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Tuesday, 05 May 20
SUPRAMAXES: YTD SLIDE HAS BEEN 45%, WITH THE AVERAGE FOR 2020 TCA HOLDING AT US$5,793 - ALLIED
It has been almost three months since the WHO officially categorized the current coronavirus outbreak as a global pandemic, an outbreak that has br ...
Monday, 04 May 20
U.S. ESTIMATED COAL PRODUCTION FALL 39.4% YEAR ON YEAR IN THE WEEK ENDED APRIL 25 - EIA
Estimated U.S. coal production totaled about 8.6 million short tons (MMst) For the week ended April 25, 2020, says EIA in its latest report.
E ...
Saturday, 02 May 20
SUPRAMAX: ASIA, STRONGER NUMBERS - A 55.000-DWT WAS FIXED FROM INDONESIA TO CHINA IN THE MID $6,000S - BALTIC BRIEFING
Capesize
A tepid week for the big ships, as macro concerns continued to weigh heavily on the index. All of the major voyage routes lost value, ...
Friday, 01 May 20
KOSPO INVITED OFFER FOR 5600 NCV COAL FOR Q3 2020 LOADING
COALspot.com: Korea Southern Power Co., Ltd. (KOSPO) has issued an International tender for 260,000 Metric Tons (MT) steam coal for Boryeong Power ...
Friday, 01 May 20
GLOBAL COAL DEMAND TO FALL BY ABOUT 8% IN 2020,THE LARGEST DROP SINCE WORLD WAR II - IEA
We expect global coal demand to fall by about 8% in 2020, the largest drop since World War II, with coal use declining in virtually every sector of ...
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- Central Java Power - Indonesia
- Coalindo Energy - Indonesia
- Binh Thuan Hamico - Vietnam
- Aboitiz Power Corporation - Philippines
- Borneo Indobara - Indonesia
- Marubeni Corporation - India
- Straits Asia Resources Limited - Singapore
- Gujarat Electricity Regulatory Commission - India
- Jorong Barutama Greston.PT - Indonesia
- Goldman Sachs - Singapore
- Kalimantan Lumbung Energi - Indonesia
- VISA Power Limited - India
- International Coal Ventures Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Australian Commodity Traders Exchange
- Carbofer General Trading SA - India
- Salva Resources Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- Deloitte Consulting - India
- Maharashtra Electricity Regulatory Commission - India
- Jaiprakash Power Ventures ltd
- Heidelberg Cement - Germany
- New Zealand Coal & Carbon
- Sindya Power Generating Company Private Ltd
- Kepco SPC Power Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- Ministry of Finance - Indonesia
- The Treasury - Australian Government
- Parry Sugars Refinery, India
- Rashtriya Ispat Nigam Limited - India
- Ministry of Transport, Egypt
- Vijayanagar Sugar Pvt Ltd - India
- Globalindo Alam Lestari - Indonesia
- Kartika Selabumi Mining - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Gujarat Sidhee Cement - India
- Tata Chemicals Ltd - India
- Grasim Industreis Ltd - India
- Siam City Cement - Thailand
- TeaM Sual Corporation - Philippines
- Eastern Coal Council - USA
- Makarim & Taira - Indonesia
- The State Trading Corporation of India Ltd
- Malabar Cements Ltd - India
- Cement Manufacturers Association - India
- Videocon Industries ltd - India
- OPG Power Generation Pvt Ltd - India
- The University of Queensland
- Petron Corporation, Philippines
- Bhoruka Overseas - Indonesia
- Coastal Gujarat Power Limited - India
- Baramulti Group, Indonesia
- CNBM International Corporation - China
- Chettinad Cement Corporation Ltd - India
- Anglo American - United Kingdom
- Kohat Cement Company Ltd. - Pakistan
- Sarangani Energy Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Manunggal Multi Energi - Indonesia
- Dalmia Cement Bharat India
- Xindia Steels Limited - India
- Kapuas Tunggal Persada - Indonesia
- Indo Tambangraya Megah - Indonesia
- Orica Mining Services - Indonesia
- Timah Investasi Mineral - Indoneisa
- Uttam Galva Steels Limited - India
- Krishnapatnam Port Company Ltd. - India
- SMG Consultants - Indonesia
- Pendopo Energi Batubara - Indonesia
- Iligan Light & Power Inc, Philippines
- Thai Mozambique Logistica
- Bukit Makmur.PT - Indonesia
- Savvy Resources Ltd - HongKong
- Bayan Resources Tbk. - Indonesia
- Minerals Council of Australia
- Kobexindo Tractors - Indoneisa
- Neyveli Lignite Corporation Ltd, - India
- Sakthi Sugars Limited - India
- Economic Council, Georgia
- Thiess Contractors Indonesia
- Georgia Ports Authority, United States
- Petrochimia International Co. Ltd.- Taiwan
- Altura Mining Limited, Indonesia
- European Bulk Services B.V. - Netherlands
- GMR Energy Limited - India
- Alfred C Toepfer International GmbH - Germany
- Global Business Power Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Indogreen Group - Indonesia
- Aditya Birla Group - India
- Barasentosa Lestari - Indonesia
- Global Coal Blending Company Limited - Australia
- Orica Australia Pty. Ltd.
- Parliament of New Zealand
- Karbindo Abesyapradhi - Indoneisa
- Kaltim Prima Coal - Indonesia
- Mjunction Services Limited - India
- Cigading International Bulk Terminal - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Medco Energi Mining Internasional
- Edison Trading Spa - Italy
- Romanian Commodities Exchange
- Directorate Of Revenue Intelligence - India
- Meralco Power Generation, Philippines
- Independent Power Producers Association of India
- Electricity Generating Authority of Thailand
- Madhucon Powers Ltd - India
- Agrawal Coal Company - India
- Therma Luzon, Inc, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Indian Oil Corporation Limited
- London Commodity Brokers - England
- Mercuria Energy - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Bharathi Cement Corporation - India
- GVK Power & Infra Limited - India
- Indonesian Coal Mining Association
- Bukit Baiduri Energy - Indonesia
- San Jose City I Power Corp, Philippines
- Metalloyd Limited - United Kingdom
- PowerSource Philippines DevCo
- Pipit Mutiara Jaya. PT, Indonesia
- Africa Commodities Group - South Africa
- Lanco Infratech Ltd - India
- Vizag Seaport Private Limited - India
- Mercator Lines Limited - India
- Indian Energy Exchange, India
- Sical Logistics Limited - India
- Vedanta Resources Plc - India
- McConnell Dowell - Australia
- Standard Chartered Bank - UAE
- Semirara Mining and Power Corporation, Philippines
- Simpson Spence & Young - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- CIMB Investment Bank - Malaysia
- Bangladesh Power Developement Board
- IHS Mccloskey Coal Group - USA
- Global Green Power PLC Corporation, Philippines
- Coal and Oil Company - UAE
- Energy Link Ltd, New Zealand
- Bukit Asam (Persero) Tbk - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Power Finance Corporation Ltd., India
- Essar Steel Hazira Ltd - India
- Siam City Cement PLC, Thailand
- Central Electricity Authority - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- White Energy Company Limited
- Formosa Plastics Group - Taiwan
- Wood Mackenzie - Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sojitz Corporation - Japan
- Kumho Petrochemical, South Korea
- Gujarat Mineral Development Corp Ltd - India
- Bhushan Steel Limited - India
- Singapore Mercantile Exchange
- PetroVietnam Power Coal Import and Supply Company
- Indika Energy - Indonesia
- Bulk Trading Sa - Switzerland
- India Bulls Power Limited - India
- ICICI Bank Limited - India
- Kideco Jaya Agung - Indonesia
- Electricity Authority, New Zealand
- Bhatia International Limited - India
- ASAPP Information Group - India
- Samtan Co., Ltd - South Korea
- Posco Energy - South Korea
- Eastern Energy - Thailand
- Larsen & Toubro Limited - India
- Semirara Mining Corp, Philippines
- Oldendorff Carriers - Singapore
- GAC Shipping (India) Pvt Ltd
- Intertek Mineral Services - Indonesia
- Attock Cement Pakistan Limited
- Miang Besar Coal Terminal - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Interocean Group of Companies - India
- Toyota Tsusho Corporation, Japan
- Energy Development Corp, Philippines
- Tamil Nadu electricity Board
- SMC Global Power, Philippines
- Leighton Contractors Pty Ltd - Australia
- Chamber of Mines of South Africa
- Sree Jayajothi Cements Limited - India
- Latin American Coal - Colombia
- South Luzon Thermal Energy Corporation
- IEA Clean Coal Centre - UK
- Jindal Steel & Power Ltd - India
- Merrill Lynch Commodities Europe
- Trasteel International SA, Italy
- Maheswari Brothers Coal Limited - India
- Ambuja Cements Ltd - India
- Commonwealth Bank - Australia
- Holcim Trading Pte Ltd - Singapore
- MS Steel International - UAE
- Ministry of Mines - Canada
- Ind-Barath Power Infra Limited - India
- PNOC Exploration Corporation - Philippines
- Rio Tinto Coal - Australia
- Ceylon Electricity Board - Sri Lanka
- Australian Coal Association
- Planning Commission, India
- Port Waratah Coal Services - Australia
- Sinarmas Energy and Mining - Indonesia
- Price Waterhouse Coopers - Russia
- Star Paper Mills Limited - India
- PTC India Limited - India
- Riau Bara Harum - Indonesia
- Antam Resourcindo - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Renaissance Capital - South Africa
- Wilmar Investment Holdings
- Banpu Public Company Limited - Thailand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bank of Tokyo Mitsubishi UFJ Ltd
- Mintek Dendrill Indonesia
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