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