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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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Sunday, 26 April 20
STRONGER BUNKER PRICES FAIL TO RALLY FREIGHT MARKET - FIS
VLSFO bunker prices rebounded by $22.50 to $229/mt in the port of Singapore but failed to turn around the spot freight market.
Some ...
Saturday, 25 April 20
KOREA SOUTH-EAST POWER CO. INVITED BIDS FOR 780K - 900K MT OF 5600 NCV COAL FOR JULY TO OCTOBER 2020 LOADING
COALspot.com: South Korea’s KOREA SOUTH-EAST POWER CO., LTD. (KOEN) has issued an international tender for 780,000~900,000 Metric Tons (MT) s ...
Saturday, 25 April 20
SEAFARER MENTAL WELLBEING DURING THE COVID-19 PANDEMIC - STANDARD CLUB
KNOWLEDGE TO ELEVATE
COVID-19 has forced many parts of the world to enforce a lockdown in a bid to flatten the curve in terms of transmissions ...
Friday, 24 April 20
KOMIPO INVITED BIDS FOR 5700 NAR COAL FOR JUNE & JULY LOADING
COALspot.com: South Korea’s Korea Midland Power Co. Ltd. (KOMIPO) Has Issued An International Tender For 260,000 Metric Tons (MT) Steam Coal ...
Friday, 24 April 20
CHINA'S BENCHMARK POWER COAL PRICE REMAINS FLAT - XINHUA
China’s benchmark power coal price remained flat during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge of ...
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- Bahari Cakrawala Sebuku - Indonesia
- Coalindo Energy - Indonesia
- Standard Chartered Bank - UAE
- LBH Netherlands Bv - Netherlands
- Asmin Koalindo Tuhup - Indonesia
- Price Waterhouse Coopers - Russia
- Carbofer General Trading SA - India
- Interocean Group of Companies - India
- Antam Resourcindo - Indonesia
- SN Aboitiz Power Inc, Philippines
- Eastern Energy - Thailand
- Iligan Light & Power Inc, Philippines
- Parliament of New Zealand
- IEA Clean Coal Centre - UK
- Thiess Contractors Indonesia
- Marubeni Corporation - India
- CNBM International Corporation - China
- Gujarat Mineral Development Corp Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Kaltim Prima Coal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Petron Corporation, Philippines
- White Energy Company Limited
- Africa Commodities Group - South Africa
- Uttam Galva Steels Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- MS Steel International - UAE
- Bangladesh Power Developement Board
- Sical Logistics Limited - India
- South Luzon Thermal Energy Corporation
- Heidelberg Cement - Germany
- Attock Cement Pakistan Limited
- Indonesian Coal Mining Association
- Coastal Gujarat Power Limited - India
- Independent Power Producers Association of India
- Miang Besar Coal Terminal - Indonesia
- Economic Council, Georgia
- Kideco Jaya Agung - Indonesia
- Indika Energy - Indonesia
- Baramulti Group, Indonesia
- Ambuja Cements Ltd - India
- The State Trading Corporation of India Ltd
- Singapore Mercantile Exchange
- Semirara Mining and Power Corporation, Philippines
- Central Java Power - Indonesia
- Vedanta Resources Plc - India
- San Jose City I Power Corp, Philippines
- Directorate Of Revenue Intelligence - India
- Kalimantan Lumbung Energi - Indonesia
- Chamber of Mines of South Africa
- Georgia Ports Authority, United States
- Romanian Commodities Exchange
- Simpson Spence & Young - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Therma Luzon, Inc, Philippines
- Jaiprakash Power Ventures ltd
- New Zealand Coal & Carbon
- Sree Jayajothi Cements Limited - India
- Eastern Coal Council - USA
- Holcim Trading Pte Ltd - Singapore
- Kobexindo Tractors - Indoneisa
- Malabar Cements Ltd - India
- Gujarat Sidhee Cement - India
- Neyveli Lignite Corporation Ltd, - India
- Coal and Oil Company - UAE
- Jindal Steel & Power Ltd - India
- Sakthi Sugars Limited - India
- Edison Trading Spa - Italy
- The University of Queensland
- Grasim Industreis Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Indogreen Group - Indonesia
- Ministry of Mines - Canada
- Larsen & Toubro Limited - India
- PowerSource Philippines DevCo
- Ministry of Transport, Egypt
- Wilmar Investment Holdings
- Indian Oil Corporation Limited
- Ceylon Electricity Board - Sri Lanka
- Chettinad Cement Corporation Ltd - India
- Aboitiz Power Corporation - Philippines
- ASAPP Information Group - India
- Alfred C Toepfer International GmbH - Germany
- Indo Tambangraya Megah - Indonesia
- Borneo Indobara - Indonesia
- Global Green Power PLC Corporation, Philippines
- Tata Chemicals Ltd - India
- Mjunction Services Limited - India
- Altura Mining Limited, Indonesia
- Binh Thuan Hamico - Vietnam
- Siam City Cement - Thailand
- Planning Commission, India
- Makarim & Taira - Indonesia
- Pendopo Energi Batubara - Indonesia
- Straits Asia Resources Limited - Singapore
- Tamil Nadu electricity Board
- Energy Link Ltd, New Zealand
- Global Business Power Corporation, Philippines
- Star Paper Mills Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ind-Barath Power Infra Limited - India
- Bukit Baiduri Energy - Indonesia
- Sojitz Corporation - Japan
- Bharathi Cement Corporation - India
- Globalindo Alam Lestari - Indonesia
- Electricity Generating Authority of Thailand
- Indian Energy Exchange, India
- Parry Sugars Refinery, India
- Xindia Steels Limited - India
- Central Electricity Authority - India
- IHS Mccloskey Coal Group - USA
- Energy Development Corp, Philippines
- Renaissance Capital - South Africa
- Kohat Cement Company Ltd. - Pakistan
- Minerals Council of Australia
- Bhoruka Overseas - Indonesia
- Posco Energy - South Korea
- Meenaskhi Energy Private Limited - India
- Thai Mozambique Logistica
- Goldman Sachs - Singapore
- ICICI Bank Limited - India
- Savvy Resources Ltd - HongKong
- Kumho Petrochemical, South Korea
- Deloitte Consulting - India
- Karaikal Port Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Vizag Seaport Private Limited - India
- Bukit Makmur.PT - Indonesia
- Bhatia International Limited - India
- Lanco Infratech Ltd - India
- London Commodity Brokers - England
- Jorong Barutama Greston.PT - Indonesia
- Oldendorff Carriers - Singapore
- Sarangani Energy Corporation, Philippines
- Siam City Cement PLC, Thailand
- CIMB Investment Bank - Malaysia
- Kepco SPC Power Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Mintek Dendrill Indonesia
- Maheswari Brothers Coal Limited - India
- Kartika Selabumi Mining - Indonesia
- Orica Mining Services - Indonesia
- Bayan Resources Tbk. - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Riau Bara Harum - Indonesia
- Australian Commodity Traders Exchange
- Meralco Power Generation, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Agrawal Coal Company - India
- Barasentosa Lestari - Indonesia
- Australian Coal Association
- Mercuria Energy - Indonesia
- Electricity Authority, New Zealand
- Videocon Industries ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- GMR Energy Limited - India
- Latin American Coal - Colombia
- Dalmia Cement Bharat India
- Power Finance Corporation Ltd., India
- The Treasury - Australian Government
- Billiton Holdings Pty Ltd - Australia
- International Coal Ventures Pvt Ltd - India
- Port Waratah Coal Services - Australia
- Cigading International Bulk Terminal - Indonesia
- Kapuas Tunggal Persada - Indonesia
- OPG Power Generation Pvt Ltd - India
- Madhucon Powers Ltd - India
- Timah Investasi Mineral - Indoneisa
- Intertek Mineral Services - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Toyota Tsusho Corporation, Japan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ministry of Finance - Indonesia
- PTC India Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Wood Mackenzie - Singapore
- Directorate General of MIneral and Coal - Indonesia
- Anglo American - United Kingdom
- Rio Tinto Coal - Australia
- SMG Consultants - Indonesia
- Commonwealth Bank - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Merrill Lynch Commodities Europe
- European Bulk Services B.V. - Netherlands
- McConnell Dowell - Australia
- Semirara Mining Corp, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Samtan Co., Ltd - South Korea
- GAC Shipping (India) Pvt Ltd
- Bukit Asam (Persero) Tbk - Indonesia
- GVK Power & Infra Limited - India
- Rashtriya Ispat Nigam Limited - India
- Mercator Lines Limited - India
- Bhushan Steel Limited - India
- Gujarat Electricity Regulatory Commission - India
- India Bulls Power Limited - India
- Cement Manufacturers Association - India
- Bulk Trading Sa - Switzerland
- Medco Energi Mining Internasional
- Formosa Plastics Group - Taiwan
- Metalloyd Limited - United Kingdom
- Essar Steel Hazira Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Manunggal Multi Energi - Indonesia
- Banpu Public Company Limited - Thailand
- Aditya Birla Group - India
- TeaM Sual Corporation - Philippines
- AsiaOL BioFuels Corp., Philippines
- Sinarmas Energy and Mining - Indonesia
- VISA Power Limited - India
- Global Coal Blending Company Limited - Australia
- Orica Australia Pty. Ltd.
- SMC Global Power, Philippines
- Salva Resources Pvt Ltd - India
- Trasteel International SA, Italy
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