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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, 24 April 20
COAL INDIA TO PRODUCE 710 MT COAL - MINISTER OF COAL AND MINES
Coal India Limited (CIL) will produce 710 million tonnes (MT) of coal and company’s coal off take target will also remain at710 MT for this f ...
Friday, 24 April 20
CHINA COAL PRODUCER YANZHOU COAL POSTS 9.6 PCT RISE IN 2019 NET PROFIT - XINHUA
China’s major coal producer Yanzhou Coal Mining Co., Ltd. said Thursday that its net profit saw a 9.6 percent rise in 2019.
Th ...
Tuesday, 21 April 20
INDONESIA ACCOUNTS FOR 19% OF JAPAN'S TOTAL COAL IMPORTS - BANCHERO COSTA
Coal trade in Asia is proving remarkably resilient this year, despite the global economic impact from COVID-19.
We have seen China&r ...
Tuesday, 21 April 20
COVID-19: CHARTERPARTY MATTERS FOR SHIPOWNERS - SKULD
KNOWLEDGE TO ELEVATE
Whilst the plight of cruise ships, stranded off shore with sick passengers and crew, may be dominating media headlines, t ...
Monday, 20 April 20
SUPRAMAX: A 52,000DWT SHIP FIXING AN INDONESIA COAL RUN TO CHINA AT $4400 - BALTIC BRIEFING
Capesize
This week was the strongest period seen for the Capesize market in several months. All routes globally succumbed to improved sentiment ...
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- Trasteel International SA, Italy
- Thiess Contractors Indonesia
- Bayan Resources Tbk. - Indonesia
- Tata Chemicals Ltd - India
- Eastern Energy - Thailand
- Attock Cement Pakistan Limited
- Alfred C Toepfer International GmbH - Germany
- Chettinad Cement Corporation Ltd - India
- Timah Investasi Mineral - Indoneisa
- Posco Energy - South Korea
- AsiaOL BioFuels Corp., Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Madhucon Powers Ltd - India
- Bangladesh Power Developement Board
- Goldman Sachs - Singapore
- Star Paper Mills Limited - India
- Bhatia International Limited - India
- CIMB Investment Bank - Malaysia
- Jindal Steel & Power Ltd - India
- Australian Commodity Traders Exchange
- Sree Jayajothi Cements Limited - India
- Power Finance Corporation Ltd., India
- Salva Resources Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Mercuria Energy - Indonesia
- Deloitte Consulting - India
- TeaM Sual Corporation - Philippines
- Formosa Plastics Group - Taiwan
- TNB Fuel Sdn Bhd - Malaysia
- Parliament of New Zealand
- Commonwealth Bank - Australia
- International Coal Ventures Pvt Ltd - India
- Standard Chartered Bank - UAE
- Romanian Commodities Exchange
- Vedanta Resources Plc - India
- Port Waratah Coal Services - Australia
- Africa Commodities Group - South Africa
- Samtan Co., Ltd - South Korea
- Videocon Industries ltd - India
- Central Java Power - Indonesia
- Riau Bara Harum - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Medco Energi Mining Internasional
- Lanco Infratech Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- GN Power Mariveles Coal Plant, Philippines
- OPG Power Generation Pvt Ltd - India
- Sojitz Corporation - Japan
- Indogreen Group - Indonesia
- Energy Link Ltd, New Zealand
- Wilmar Investment Holdings
- Bukit Asam (Persero) Tbk - Indonesia
- SMC Global Power, Philippines
- ICICI Bank Limited - India
- Semirara Mining and Power Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Global Business Power Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Independent Power Producers Association of India
- Electricity Authority, New Zealand
- PowerSource Philippines DevCo
- Kohat Cement Company Ltd. - Pakistan
- Ambuja Cements Ltd - India
- Indika Energy - Indonesia
- Dalmia Cement Bharat India
- Sindya Power Generating Company Private Ltd
- Carbofer General Trading SA - India
- Meenaskhi Energy Private Limited - India
- European Bulk Services B.V. - Netherlands
- Vizag Seaport Private Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Global Coal Blending Company Limited - Australia
- Kartika Selabumi Mining - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Rio Tinto Coal - Australia
- Intertek Mineral Services - Indonesia
- McConnell Dowell - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Merrill Lynch Commodities Europe
- VISA Power Limited - India
- Mintek Dendrill Indonesia
- Iligan Light & Power Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- Coal and Oil Company - UAE
- Georgia Ports Authority, United States
- Orica Australia Pty. Ltd.
- Interocean Group of Companies - India
- Aditya Birla Group - India
- Savvy Resources Ltd - HongKong
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Energy Development Corp, Philippines
- London Commodity Brokers - England
- Sical Logistics Limited - India
- Bukit Baiduri Energy - Indonesia
- Electricity Generating Authority of Thailand
- The Treasury - Australian Government
- Miang Besar Coal Terminal - Indonesia
- Xindia Steels Limited - India
- Meralco Power Generation, Philippines
- Kobexindo Tractors - Indoneisa
- Malabar Cements Ltd - India
- PTC India Limited - India
- Leighton Contractors Pty Ltd - Australia
- GAC Shipping (India) Pvt Ltd
- Marubeni Corporation - India
- Borneo Indobara - Indonesia
- Eastern Coal Council - USA
- Larsen & Toubro Limited - India
- Barasentosa Lestari - Indonesia
- Banpu Public Company Limited - Thailand
- Bulk Trading Sa - Switzerland
- Bharathi Cement Corporation - India
- Coalindo Energy - Indonesia
- Latin American Coal - Colombia
- Rashtriya Ispat Nigam Limited - India
- Agrawal Coal Company - India
- Edison Trading Spa - Italy
- Singapore Mercantile Exchange
- Ministry of Mines - Canada
- Toyota Tsusho Corporation, Japan
- Antam Resourcindo - Indonesia
- Coastal Gujarat Power Limited - India
- GVK Power & Infra Limited - India
- Indo Tambangraya Megah - Indonesia
- Baramulti Group, Indonesia
- Price Waterhouse Coopers - Russia
- Bhushan Steel Limited - India
- Heidelberg Cement - Germany
- Kapuas Tunggal Persada - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Central Electricity Authority - India
- Kepco SPC Power Corporation, Philippines
- Orica Mining Services - Indonesia
- Siam City Cement PLC, Thailand
- Grasim Industreis Ltd - India
- Thai Mozambique Logistica
- Kaltim Prima Coal - Indonesia
- SMG Consultants - Indonesia
- Therma Luzon, Inc, Philippines
- Economic Council, Georgia
- GMR Energy Limited - India
- Sarangani Energy Corporation, Philippines
- The State Trading Corporation of India Ltd
- Altura Mining Limited, Indonesia
- Siam City Cement - Thailand
- Globalindo Alam Lestari - Indonesia
- Maheswari Brothers Coal Limited - India
- Ceylon Electricity Board - Sri Lanka
- Krishnapatnam Port Company Ltd. - India
- Tamil Nadu electricity Board
- Pipit Mutiara Jaya. PT, Indonesia
- PNOC Exploration Corporation - Philippines
- Makarim & Taira - Indonesia
- Directorate Of Revenue Intelligence - India
- Manunggal Multi Energi - Indonesia
- Sakthi Sugars Limited - India
- Mercator Lines Limited - India
- Jaiprakash Power Ventures ltd
- Karbindo Abesyapradhi - Indoneisa
- Global Green Power PLC Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Bukit Makmur.PT - Indonesia
- Bhoruka Overseas - Indonesia
- ASAPP Information Group - India
- White Energy Company Limited
- New Zealand Coal & Carbon
- Gujarat Electricity Regulatory Commission - India
- Ministry of Finance - Indonesia
- Mjunction Services Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ministry of Transport, Egypt
- SN Aboitiz Power Inc, Philippines
- South Luzon Thermal Energy Corporation
- Metalloyd Limited - United Kingdom
- Chamber of Mines of South Africa
- Renaissance Capital - South Africa
- Wood Mackenzie - Singapore
- Anglo American - United Kingdom
- MS Steel International - UAE
- Cigading International Bulk Terminal - Indonesia
- Indian Energy Exchange, India
- Uttam Galva Steels Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Gujarat Sidhee Cement - India
- Australian Coal Association
- Sinarmas Energy and Mining - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Minerals Council of Australia
- Oldendorff Carriers - Singapore
- Aboitiz Power Corporation - Philippines
- Essar Steel Hazira Ltd - India
- Parry Sugars Refinery, India
- Pendopo Energi Batubara - Indonesia
- Kideco Jaya Agung - Indonesia
- Straits Asia Resources Limited - Singapore
- Planning Commission, India
- San Jose City I Power Corp, Philippines
- Indian Oil Corporation Limited
- IEA Clean Coal Centre - UK
- Gujarat Mineral Development Corp Ltd - India
- Cement Manufacturers Association - India
- The University of Queensland
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Maharashtra Electricity Regulatory Commission - India
- Indonesian Coal Mining Association
- Simpson Spence & Young - Indonesia
- Petron Corporation, Philippines
- CNBM International Corporation - China
- Kumho Petrochemical, South Korea
- India Bulls Power Limited - India
- Asmin Koalindo Tuhup - Indonesia
- IHS Mccloskey Coal Group - USA
- LBH Netherlands Bv - Netherlands
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