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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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Friday, 01 May 20
GLOBAL COAL DEMAND TO FALL BY 8% IN Q1 2020 RELATIVE TO Q1 2019 - IEA
We expect global coal demand to fall by 8% in Q1 2020 relative to Q1 2019. This significant drop was driven by lower demand in the electricity sect ...
Friday, 01 May 20
LUKOIL SHARES LUBRICANT EXPERIENCE AFTER FIRST 100 DAYS OF OPERATION ON VLSFO
KNOWLEDGE TO ELEVATE
After 100 days of VLSFO operation, LUKOIL Marine Lubricants is sharing recent experience on VLSFO operation with NAVIGO M ...
Wednesday, 29 April 20
OIL CLOSES IN ON PEAK OVERSUPPLY - WOOD MACKENZIE
Are we now deep in the abyss? Up to our necks in it, if the oil price is any guide. Brent has now tested sub-US$20/bbl in this downturn and WTI sub ...
Monday, 27 April 20
INCIDENT INVESTIGATION: SEARCH FOR THE CAUSE, NOT THE VILLAIN - GARD
Incident investigations often conclude with placing the blame for an incident on the crew. Causes of the incidents are usually identified as proced ...
Monday, 27 April 20
A 58,000DWT VESSEL WAS FIXED DELIVERY SINGAPORE TRIP VIA INDONESIA, RE-DELIVERY WC INDIA, AT $4,500 - BALTIC BRIEFING
Capesize
The tide turned this week for the Capesize market, as voyage rates registered dramatically falling fuel costs. This was led primarily ...
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- Sindya Power Generating Company Private Ltd
- South Luzon Thermal Energy Corporation
- Offshore Bulk Terminal Pte Ltd, Singapore
- Central Java Power - Indonesia
- European Bulk Services B.V. - Netherlands
- Salva Resources Pvt Ltd - India
- Sakthi Sugars Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Merrill Lynch Commodities Europe
- AsiaOL BioFuels Corp., Philippines
- Parliament of New Zealand
- Indika Energy - Indonesia
- Indian Energy Exchange, India
- Sarangani Energy Corporation, Philippines
- Bulk Trading Sa - Switzerland
- Trasteel International SA, Italy
- Coalindo Energy - Indonesia
- Economic Council, Georgia
- Thai Mozambique Logistica
- Sojitz Corporation - Japan
- Georgia Ports Authority, United States
- Alfred C Toepfer International GmbH - Germany
- Kalimantan Lumbung Energi - Indonesia
- Mintek Dendrill Indonesia
- Kaltim Prima Coal - Indonesia
- Commonwealth Bank - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Deloitte Consulting - India
- Savvy Resources Ltd - HongKong
- VISA Power Limited - India
- Energy Link Ltd, New Zealand
- Formosa Plastics Group - Taiwan
- Xindia Steels Limited - India
- Holcim Trading Pte Ltd - Singapore
- Marubeni Corporation - India
- Banpu Public Company Limited - Thailand
- Karaikal Port Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Attock Cement Pakistan Limited
- The State Trading Corporation of India Ltd
- Romanian Commodities Exchange
- Bukit Makmur.PT - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Madhucon Powers Ltd - India
- Bangladesh Power Developement Board
- Meenaskhi Energy Private Limited - India
- SMC Global Power, Philippines
- OPG Power Generation Pvt Ltd - India
- Larsen & Toubro Limited - India
- IHS Mccloskey Coal Group - USA
- Bayan Resources Tbk. - Indonesia
- Makarim & Taira - Indonesia
- Dalmia Cement Bharat India
- Ind-Barath Power Infra Limited - India
- Grasim Industreis Ltd - India
- Vedanta Resources Plc - India
- Wilmar Investment Holdings
- Indonesian Coal Mining Association
- Kideco Jaya Agung - Indonesia
- Kepco SPC Power Corporation, Philippines
- Edison Trading Spa - Italy
- Kartika Selabumi Mining - Indonesia
- Simpson Spence & Young - Indonesia
- Chamber of Mines of South Africa
- Globalindo Alam Lestari - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Metalloyd Limited - United Kingdom
- Leighton Contractors Pty Ltd - Australia
- Power Finance Corporation Ltd., India
- Gujarat Electricity Regulatory Commission - India
- Energy Development Corp, Philippines
- Port Waratah Coal Services - Australia
- Kapuas Tunggal Persada - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Chettinad Cement Corporation Ltd - India
- Orica Australia Pty. Ltd.
- Directorate General of MIneral and Coal - Indonesia
- San Jose City I Power Corp, Philippines
- Bhushan Steel Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Manunggal Multi Energi - Indonesia
- Barasentosa Lestari - Indonesia
- MS Steel International - UAE
- Samtan Co., Ltd - South Korea
- Aboitiz Power Corporation - Philippines
- Therma Luzon, Inc, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Kobexindo Tractors - Indoneisa
- Gujarat Sidhee Cement - India
- Bharathi Cement Corporation - India
- GAC Shipping (India) Pvt Ltd
- Jorong Barutama Greston.PT - Indonesia
- Star Paper Mills Limited - India
- Rio Tinto Coal - Australia
- Gujarat Mineral Development Corp Ltd - India
- Coal and Oil Company - UAE
- Bukit Asam (Persero) Tbk - Indonesia
- Mercator Lines Limited - India
- International Coal Ventures Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Intertek Mineral Services - Indonesia
- Central Electricity Authority - India
- Eastern Coal Council - USA
- Thiess Contractors Indonesia
- GVK Power & Infra Limited - India
- Australian Coal Association
- Lanco Infratech Ltd - India
- Global Business Power Corporation, Philippines
- Medco Energi Mining Internasional
- TeaM Sual Corporation - Philippines
- Africa Commodities Group - South Africa
- India Bulls Power Limited - India
- Antam Resourcindo - Indonesia
- Independent Power Producers Association of India
- Latin American Coal - Colombia
- Indian Oil Corporation Limited
- Siam City Cement - Thailand
- Malabar Cements Ltd - India
- Baramulti Group, Indonesia
- CNBM International Corporation - China
- PetroVietnam Power Coal Import and Supply Company
- Neyveli Lignite Corporation Ltd, - India
- Kumho Petrochemical, South Korea
- PTC India Limited - India
- Oldendorff Carriers - Singapore
- Indogreen Group - Indonesia
- Sical Logistics Limited - India
- Coastal Gujarat Power Limited - India
- SMG Consultants - Indonesia
- Goldman Sachs - Singapore
- LBH Netherlands Bv - Netherlands
- Ministry of Transport, Egypt
- ASAPP Information Group - India
- Krishnapatnam Port Company Ltd. - India
- Rashtriya Ispat Nigam Limited - India
- Sree Jayajothi Cements Limited - India
- Iligan Light & Power Inc, Philippines
- London Commodity Brokers - England
- Ministry of Mines - Canada
- Binh Thuan Hamico - Vietnam
- Electricity Generating Authority of Thailand
- Planning Commission, India
- Bhoruka Overseas - Indonesia
- Semirara Mining Corp, Philippines
- Borneo Indobara - Indonesia
- Mercuria Energy - Indonesia
- Mjunction Services Limited - India
- Tata Chemicals Ltd - India
- Electricity Authority, New Zealand
- Australian Commodity Traders Exchange
- Indo Tambangraya Megah - Indonesia
- Global Coal Blending Company Limited - Australia
- Cement Manufacturers Association - India
- Price Waterhouse Coopers - Russia
- Essar Steel Hazira Ltd - India
- Toyota Tsusho Corporation, Japan
- McConnell Dowell - Australia
- Uttam Galva Steels Limited - India
- New Zealand Coal & Carbon
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Carbofer General Trading SA - India
- Billiton Holdings Pty Ltd - Australia
- Ambuja Cements Ltd - India
- Standard Chartered Bank - UAE
- Riau Bara Harum - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Timah Investasi Mineral - Indoneisa
- Siam City Cement PLC, Thailand
- Renaissance Capital - South Africa
- Maharashtra Electricity Regulatory Commission - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Orica Mining Services - Indonesia
- Jindal Steel & Power Ltd - India
- Vizag Seaport Private Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Tamil Nadu electricity Board
- Pipit Mutiara Jaya. PT, Indonesia
- Petron Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Meralco Power Generation, Philippines
- Ministry of Finance - Indonesia
- White Energy Company Limited
- IEA Clean Coal Centre - UK
- Agrawal Coal Company - India
- Bahari Cakrawala Sebuku - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Maheswari Brothers Coal Limited - India
- Altura Mining Limited, Indonesia
- Aditya Birla Group - India
- CIMB Investment Bank - Malaysia
- Bukit Baiduri Energy - Indonesia
- Parry Sugars Refinery, India
- Singapore Mercantile Exchange
- Pendopo Energi Batubara - Indonesia
- Wood Mackenzie - Singapore
- The Treasury - Australian Government
- Minerals Council of Australia
- Global Green Power PLC Corporation, Philippines
- Eastern Energy - Thailand
- The University of Queensland
- ICICI Bank Limited - India
- GMR Energy Limited - India
- PNOC Exploration Corporation - Philippines
- Semirara Mining and Power Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Interocean Group of Companies - India
- PowerSource Philippines DevCo
- Heidelberg Cement - Germany
- Karbindo Abesyapradhi - Indoneisa
- Anglo American - United Kingdom
- Sinarmas Energy and Mining - Indonesia
- Directorate Of Revenue Intelligence - India
- Videocon Industries ltd - India
- Cigading International Bulk Terminal - Indonesia
- Bhatia International Limited - India
- Posco Energy - South Korea
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