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