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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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Thursday, 16 April 20
CHINA'S BENCHMARK POWER COAL PRICE FALLS 5 YUAN PER TONNE - XINHUA
China’s benchmark power coal price fell by 5 yuan (about 70 U.S. cents) per tonne during the past week.
The Bohai-Rim Steam-Co ...
Thursday, 16 April 20
MARKET INSIGHT - INTERMODAL
As everyone anticipated the results of the OPEC + G20 meeting last week, it was very interesting to watch the reaction of tanker rates that were in ...
Monday, 13 April 20
SUPRAMAX: A 56,000DWT SHIP WAS FIXED DELIVERY PARADIP, REDELIVERY CHINA, AT $4,700 - BALTIC BRIEFING
Capesize
The Capesize market this past week looks to have come off life support and found some improved sentiment. The week began rather ordina ...
Saturday, 11 April 20
FAQ: COVID-19 AND CLUB COVER - UK P&I
KNOWLEDGE TO ELEVATE
The Coronavirus (COVID-19) pandemic has generated a significant number of enquiries and questions from Members in recent ...
Saturday, 11 April 20
KOEN POWER PLANTS INVITED BIDS FOR 1.5 -1.62 MMT OF STEAM COAL
COALspot.com: South Korea’s KOREA SOUTH-EAST POWER CO., LTD. (KOEN) has issued an international tender for 1,500,000-1,620,000 Metric Tons (M ...
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- Parliament of New Zealand
- Leighton Contractors Pty Ltd - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Karaikal Port Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Georgia Ports Authority, United States
- Mintek Dendrill Indonesia
- Grasim Industreis Ltd - India
- Bukit Baiduri Energy - Indonesia
- Intertek Mineral Services - Indonesia
- Semirara Mining Corp, Philippines
- Essar Steel Hazira Ltd - India
- Directorate Of Revenue Intelligence - India
- Cigading International Bulk Terminal - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Banpu Public Company Limited - Thailand
- Australian Commodity Traders Exchange
- CNBM International Corporation - China
- Aboitiz Power Corporation - Philippines
- PNOC Exploration Corporation - Philippines
- Sojitz Corporation - Japan
- Renaissance Capital - South Africa
- Bulk Trading Sa - Switzerland
- GN Power Mariveles Coal Plant, Philippines
- Edison Trading Spa - Italy
- Ministry of Mines - Canada
- Attock Cement Pakistan Limited
- Power Finance Corporation Ltd., India
- Parry Sugars Refinery, India
- Price Waterhouse Coopers - Russia
- Orica Mining Services - Indonesia
- Savvy Resources Ltd - HongKong
- Holcim Trading Pte Ltd - Singapore
- The State Trading Corporation of India Ltd
- Kumho Petrochemical, South Korea
- Metalloyd Limited - United Kingdom
- Formosa Plastics Group - Taiwan
- Malabar Cements Ltd - India
- Barasentosa Lestari - Indonesia
- Riau Bara Harum - Indonesia
- Electricity Authority, New Zealand
- Altura Mining Limited, Indonesia
- Indika Energy - Indonesia
- Simpson Spence & Young - Indonesia
- Bukit Makmur.PT - Indonesia
- GMR Energy Limited - India
- Semirara Mining and Power Corporation, Philippines
- Central Java Power - Indonesia
- Kideco Jaya Agung - Indonesia
- Kepco SPC Power Corporation, Philippines
- PTC India Limited - India
- GVK Power & Infra Limited - India
- Tata Chemicals Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- AsiaOL BioFuels Corp., Philippines
- Jaiprakash Power Ventures ltd
- Interocean Group of Companies - India
- Straits Asia Resources Limited - Singapore
- Pendopo Energi Batubara - Indonesia
- Tamil Nadu electricity Board
- Economic Council, Georgia
- Trasteel International SA, Italy
- Commonwealth Bank - Australia
- Chamber of Mines of South Africa
- South Luzon Thermal Energy Corporation
- Kobexindo Tractors - Indoneisa
- Sarangani Energy Corporation, Philippines
- Xindia Steels Limited - India
- Romanian Commodities Exchange
- Carbofer General Trading SA - India
- London Commodity Brokers - England
- Global Coal Blending Company Limited - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- CIMB Investment Bank - Malaysia
- Bhoruka Overseas - Indonesia
- Global Green Power PLC Corporation, Philippines
- Meralco Power Generation, Philippines
- Medco Energi Mining Internasional
- Kalimantan Lumbung Energi - Indonesia
- Independent Power Producers Association of India
- Ministry of Transport, Egypt
- OPG Power Generation Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- Central Electricity Authority - India
- Borneo Indobara - Indonesia
- Thiess Contractors Indonesia
- GAC Shipping (India) Pvt Ltd
- Mjunction Services Limited - India
- Ind-Barath Power Infra Limited - India
- Madhucon Powers Ltd - India
- Bhatia International Limited - India
- Indo Tambangraya Megah - Indonesia
- Global Business Power Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Port Waratah Coal Services - Australia
- India Bulls Power Limited - India
- Merrill Lynch Commodities Europe
- Coal and Oil Company - UAE
- Sindya Power Generating Company Private Ltd
- Bhushan Steel Limited - India
- Vizag Seaport Private Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Cement Manufacturers Association - India
- Kapuas Tunggal Persada - Indonesia
- PowerSource Philippines DevCo
- Karbindo Abesyapradhi - Indoneisa
- SMG Consultants - Indonesia
- Posco Energy - South Korea
- Kaltim Prima Coal - Indonesia
- Eastern Energy - Thailand
- Videocon Industries ltd - India
- Mercator Lines Limited - India
- Indonesian Coal Mining Association
- Baramulti Group, Indonesia
- Miang Besar Coal Terminal - Indonesia
- LBH Netherlands Bv - Netherlands
- Marubeni Corporation - India
- Thai Mozambique Logistica
- Wood Mackenzie - Singapore
- Sinarmas Energy and Mining - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Kartika Selabumi Mining - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Maheswari Brothers Coal Limited - India
- ASAPP Information Group - India
- Energy Development Corp, Philippines
- Larsen & Toubro Limited - India
- Timah Investasi Mineral - Indoneisa
- Africa Commodities Group - South Africa
- SN Aboitiz Power Inc, Philippines
- Rio Tinto Coal - Australia
- Bangladesh Power Developement Board
- White Energy Company Limited
- European Bulk Services B.V. - Netherlands
- Mercuria Energy - Indonesia
- VISA Power Limited - India
- Orica Australia Pty. Ltd.
- Chettinad Cement Corporation Ltd - India
- The University of Queensland
- Indian Energy Exchange, India
- Coastal Gujarat Power Limited - India
- Sakthi Sugars Limited - India
- Bayan Resources Tbk. - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Electricity Generating Authority of Thailand
- Uttam Galva Steels Limited - India
- Energy Link Ltd, New Zealand
- ICICI Bank Limited - India
- Coalindo Energy - Indonesia
- Latin American Coal - Colombia
- Aditya Birla Group - India
- SMC Global Power, Philippines
- Wilmar Investment Holdings
- Neyveli Lignite Corporation Ltd, - India
- Toyota Tsusho Corporation, Japan
- Vedanta Resources Plc - India
- Petron Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Billiton Holdings Pty Ltd - Australia
- Minerals Council of Australia
- McConnell Dowell - Australia
- Anglo American - United Kingdom
- Asia Pacific Energy Resources Ventures Inc, Philippines
- New Zealand Coal & Carbon
- Alfred C Toepfer International GmbH - Germany
- Meenaskhi Energy Private Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- TNB Fuel Sdn Bhd - Malaysia
- TeaM Sual Corporation - Philippines
- Rashtriya Ispat Nigam Limited - India
- Makarim & Taira - Indonesia
- Oldendorff Carriers - Singapore
- Planning Commission, India
- Directorate General of MIneral and Coal - Indonesia
- Australian Coal Association
- Jindal Steel & Power Ltd - India
- MS Steel International - UAE
- Sical Logistics Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Gujarat Sidhee Cement - India
- Lanco Infratech Ltd - India
- Deloitte Consulting - India
- Siam City Cement PLC, Thailand
- Standard Chartered Bank - UAE
- San Jose City I Power Corp, Philippines
- Manunggal Multi Energi - Indonesia
- Goldman Sachs - Singapore
- IEA Clean Coal Centre - UK
- Eastern Coal Council - USA
- Dalmia Cement Bharat India
- The Treasury - Australian Government
- IHS Mccloskey Coal Group - USA
- Samtan Co., Ltd - South Korea
- Therma Luzon, Inc, Philippines
- Ministry of Finance - Indonesia
- Sree Jayajothi Cements Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Krishnapatnam Port Company Ltd. - India
- Heidelberg Cement - Germany
- Antam Resourcindo - Indonesia
- Indian Oil Corporation Limited
- Singapore Mercantile Exchange
- Salva Resources Pvt Ltd - India
- Siam City Cement - Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- Ambuja Cements Ltd - India
- Agrawal Coal Company - India
- Binh Thuan Hamico - Vietnam
- Globalindo Alam Lestari - Indonesia
- Star Paper Mills Limited - India
- Bharathi Cement Corporation - India
- Indogreen Group - Indonesia
- Ceylon Electricity Board - Sri Lanka
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