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