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