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