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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, 17 April 20
PANDEMIC TO BRING ASIA'S 2020 GROWTH TO HALT FOR 1ST TIME IN 60 YEARS - IMF: REUTERS
Asia’s economic growth this year will grind to a halt for the first time in 60 years, as the coronavirus crisis takes an “unprecedented ...
Friday, 17 April 20
OPEC BRACES FOR OIL MARKET'S "HISTORIC SHOCK"
OPEC released its much anticipated April monthly report.
Crude Oil Price Movements
Crude oil prices collapsed in March 2020, rec ...
Friday, 17 April 20
SAUDI ARABIA'S MAY 2020 OSPS FOR CRUDE EXPORTS BODE WELL FOR ASIAN REFINERS - WOOD MACKENZIE
On 13 April, Saudi Arabia announced the Official Selling Prices (OSPs) for its May crude oil exports. The new OSPs speak volumes about Saudi Arabia ...
Friday, 17 April 20
SEABORNE COAL PRICES UNDER PRESSURE AS DEMAND SOFTENS IN CHINA, INDIA - CLYDE RUSSELL
Worrying signs are emerging for coal exporters to the world’s biggest markets in Asia, as top buyers China and India move to favour domestic ...
Thursday, 16 April 20
THERMAL POWER SECTOR FACES BLEAK SCENARIO POST-COVID SITUATION - THE HINDU BUSINESS LINE
The centre should take a fresh look at coal-energy value chain as the sector tops the chart on loan defaults.
Covid-19 may have serv ...
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- Xindia Steels Limited - India
- Maharashtra Electricity Regulatory Commission - India
- South Luzon Thermal Energy Corporation
- Kaltim Prima Coal - Indonesia
- Salva Resources Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Economic Council, Georgia
- Essar Steel Hazira Ltd - India
- Sarangani Energy Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- Indonesian Coal Mining Association
- Globalindo Alam Lestari - Indonesia
- Medco Energi Mining Internasional
- Asmin Koalindo Tuhup - Indonesia
- VISA Power Limited - India
- Cigading International Bulk Terminal - Indonesia
- Africa Commodities Group - South Africa
- Miang Besar Coal Terminal - Indonesia
- LBH Netherlands Bv - Netherlands
- Ind-Barath Power Infra Limited - India
- The State Trading Corporation of India Ltd
- Independent Power Producers Association of India
- Timah Investasi Mineral - Indoneisa
- Meralco Power Generation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Billiton Holdings Pty Ltd - Australia
- Port Waratah Coal Services - Australia
- McConnell Dowell - Australia
- Gujarat Mineral Development Corp Ltd - India
- Sindya Power Generating Company Private Ltd
- Petrochimia International Co. Ltd.- Taiwan
- Posco Energy - South Korea
- IHS Mccloskey Coal Group - USA
- OPG Power Generation Pvt Ltd - India
- Bangladesh Power Developement Board
- Oldendorff Carriers - Singapore
- Semirara Mining Corp, Philippines
- ICICI Bank Limited - India
- Agrawal Coal Company - India
- MS Steel International - UAE
- Indo Tambangraya Megah - Indonesia
- Energy Development Corp, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Global Business Power Corporation, Philippines
- Savvy Resources Ltd - HongKong
- Indian Energy Exchange, India
- Madhucon Powers Ltd - India
- Antam Resourcindo - Indonesia
- Attock Cement Pakistan Limited
- Orica Australia Pty. Ltd.
- Parliament of New Zealand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- SN Aboitiz Power Inc, Philippines
- Therma Luzon, Inc, Philippines
- CNBM International Corporation - China
- Orica Mining Services - Indonesia
- Intertek Mineral Services - Indonesia
- Mintek Dendrill Indonesia
- Banpu Public Company Limited - Thailand
- Altura Mining Limited, Indonesia
- Grasim Industreis Ltd - India
- The University of Queensland
- Krishnapatnam Port Company Ltd. - India
- Bulk Trading Sa - Switzerland
- Thiess Contractors Indonesia
- Eastern Coal Council - USA
- Samtan Co., Ltd - South Korea
- Indika Energy - Indonesia
- Eastern Energy - Thailand
- Baramulti Group, Indonesia
- Deloitte Consulting - India
- Simpson Spence & Young - Indonesia
- Kumho Petrochemical, South Korea
- Planning Commission, India
- Chettinad Cement Corporation Ltd - India
- CIMB Investment Bank - Malaysia
- Indogreen Group - Indonesia
- Marubeni Corporation - India
- Energy Link Ltd, New Zealand
- Global Coal Blending Company Limited - Australia
- Neyveli Lignite Corporation Ltd, - India
- Star Paper Mills Limited - India
- Commonwealth Bank - Australia
- Meenaskhi Energy Private Limited - India
- TeaM Sual Corporation - Philippines
- PTC India Limited - India
- Leighton Contractors Pty Ltd - Australia
- SMG Consultants - Indonesia
- Aditya Birla Group - India
- Tamil Nadu electricity Board
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sical Logistics Limited - India
- Jaiprakash Power Ventures ltd
- Anglo American - United Kingdom
- Australian Coal Association
- Bukit Asam (Persero) Tbk - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Ministry of Finance - Indonesia
- Bukit Makmur.PT - Indonesia
- Videocon Industries ltd - India
- Kobexindo Tractors - Indoneisa
- International Coal Ventures Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Directorate Of Revenue Intelligence - India
- Tata Chemicals Ltd - India
- IEA Clean Coal Centre - UK
- Indian Oil Corporation Limited
- Borneo Indobara - Indonesia
- Barasentosa Lestari - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Interocean Group of Companies - India
- Trasteel International SA, Italy
- Coastal Gujarat Power Limited - India
- Wood Mackenzie - Singapore
- Kartika Selabumi Mining - Indonesia
- Heidelberg Cement - Germany
- Sakthi Sugars Limited - India
- PNOC Exploration Corporation - Philippines
- Bhatia International Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Kepco SPC Power Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Thai Mozambique Logistica
- GAC Shipping (India) Pvt Ltd
- Power Finance Corporation Ltd., India
- European Bulk Services B.V. - Netherlands
- Carbofer General Trading SA - India
- Maheswari Brothers Coal Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Edison Trading Spa - Italy
- Iligan Light & Power Inc, Philippines
- White Energy Company Limited
- Vijayanagar Sugar Pvt Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Standard Chartered Bank - UAE
- Georgia Ports Authority, United States
- Malabar Cements Ltd - India
- London Commodity Brokers - England
- Rio Tinto Coal - Australia
- Ambuja Cements Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Toyota Tsusho Corporation, Japan
- Uttam Galva Steels Limited - India
- Global Green Power PLC Corporation, Philippines
- Parry Sugars Refinery, India
- Gujarat Electricity Regulatory Commission - India
- Mjunction Services Limited - India
- Goldman Sachs - Singapore
- Vedanta Resources Plc - India
- Kideco Jaya Agung - Indonesia
- Romanian Commodities Exchange
- Makarim & Taira - Indonesia
- Ministry of Transport, Egypt
- Electricity Authority, New Zealand
- Petron Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bhoruka Overseas - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Wilmar Investment Holdings
- Karbindo Abesyapradhi - Indoneisa
- GVK Power & Infra Limited - India
- Latin American Coal - Colombia
- Semirara Mining and Power Corporation, Philippines
- Minerals Council of Australia
- Kalimantan Lumbung Energi - Indonesia
- Ministry of Mines - Canada
- Mercuria Energy - Indonesia
- Cement Manufacturers Association - India
- Coal and Oil Company - UAE
- Singapore Mercantile Exchange
- ASAPP Information Group - India
- Manunggal Multi Energi - Indonesia
- Straits Asia Resources Limited - Singapore
- Formosa Plastics Group - Taiwan
- Bayan Resources Tbk. - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- SMC Global Power, Philippines
- New Zealand Coal & Carbon
- Directorate General of MIneral and Coal - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Coalindo Energy - Indonesia
- Australian Commodity Traders Exchange
- Ceylon Electricity Board - Sri Lanka
- Aboitiz Power Corporation - Philippines
- Pendopo Energi Batubara - Indonesia
- Siam City Cement - Thailand
- Merrill Lynch Commodities Europe
- Electricity Generating Authority of Thailand
- Chamber of Mines of South Africa
- Gujarat Sidhee Cement - India
- Bukit Baiduri Energy - Indonesia
- Jindal Steel & Power Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Dalmia Cement Bharat India
- Riau Bara Harum - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Price Waterhouse Coopers - Russia
- The Treasury - Australian Government
- Sojitz Corporation - Japan
- Lanco Infratech Ltd - India
- India Bulls Power Limited - India
- Bhushan Steel Limited - India
- Central Java Power - Indonesia
- GMR Energy Limited - India
- Metalloyd Limited - United Kingdom
- Binh Thuan Hamico - Vietnam
- Mercator Lines Limited - India
- San Jose City I Power Corp, Philippines
- Central Electricity Authority - India
- Larsen & Toubro Limited - India
- Bharathi Cement Corporation - India
- PowerSource Philippines DevCo
- Vizag Seaport Private Limited - India
- Renaissance Capital - South Africa
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