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