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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, 09 April 20
SUSPENSION OF WRONGFUL TRADING IN LIGHT OF COVID 19 - WF&W
KNOWLEDGE TO ELEVATE
DIRECTORS’ PERSONAL LIABILITY FOR WRONGFUL TRADING – RELIEF DURING THE CORONAVIRUS CRISIS
As the UK&rsquo ...
Wednesday, 08 April 20
LESSONS LEARNED FROM SCRUBBER INSTALLATION AND OPERATION - ABS
KNOWLEDGE TO ELEVATE
At the beginning of this year, the IMO’s global sulfur cap on marine fuels entered into force and shipowners who ch ...
Wednesday, 08 April 20
MARKET INSIGHT - INTERMODAL
With lockdown measures around the globe tightening during the last weeks of Q1, there is finally a feeling that most countries are slowly but stead ...
Tuesday, 07 April 20
SHIPPING MARKET ANALYSIS - ALLIED
With the first quarter of 2020 now firmly written in the books, it is worth examining what we have witnessed so far in the tanker market. Undoubted ...
Tuesday, 07 April 20
IS CHINA EMBARKING ON A MAJOR EXPANSION OF COAL-FIRED POWER GENERATION? - WOOD MACKENZIE
As energy companies worldwide grapple with the economic impact of the coronavirus pandemic, long-term planning continues. Ahead of the release of t ...
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Showing 1021 to 1025 news of total 6871 |
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- Posco Energy - South Korea
- Simpson Spence & Young - Indonesia
- Merrill Lynch Commodities Europe
- Standard Chartered Bank - UAE
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- CNBM International Corporation - China
- Kobexindo Tractors - Indoneisa
- Videocon Industries ltd - India
- Agrawal Coal Company - India
- Holcim Trading Pte Ltd - Singapore
- VISA Power Limited - India
- Australian Coal Association
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Meenaskhi Energy Private Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Kaltim Prima Coal - Indonesia
- Energy Development Corp, Philippines
- Bangladesh Power Developement Board
- ASAPP Information Group - India
- Thai Mozambique Logistica
- MS Steel International - UAE
- Riau Bara Harum - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Vizag Seaport Private Limited - India
- Malabar Cements Ltd - India
- White Energy Company Limited
- The University of Queensland
- Karbindo Abesyapradhi - Indoneisa
- Miang Besar Coal Terminal - Indonesia
- Georgia Ports Authority, United States
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sree Jayajothi Cements Limited - India
- Sical Logistics Limited - India
- Maharashtra Electricity Regulatory Commission - India
- PowerSource Philippines DevCo
- Global Coal Blending Company Limited - Australia
- Uttam Galva Steels Limited - India
- Deloitte Consulting - India
- Commonwealth Bank - Australia
- Makarim & Taira - Indonesia
- San Jose City I Power Corp, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- CIMB Investment Bank - Malaysia
- Orica Mining Services - Indonesia
- Central Java Power - Indonesia
- TeaM Sual Corporation - Philippines
- Siam City Cement PLC, Thailand
- Renaissance Capital - South Africa
- Wilmar Investment Holdings
- Minerals Council of Australia
- Iligan Light & Power Inc, Philippines
- Salva Resources Pvt Ltd - India
- Australian Commodity Traders Exchange
- New Zealand Coal & Carbon
- Interocean Group of Companies - India
- Samtan Co., Ltd - South Korea
- Carbofer General Trading SA - India
- The State Trading Corporation of India Ltd
- Kalimantan Lumbung Energi - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Leighton Contractors Pty Ltd - Australia
- Planning Commission, India
- Vijayanagar Sugar Pvt Ltd - India
- Bharathi Cement Corporation - India
- Kohat Cement Company Ltd. - Pakistan
- IHS Mccloskey Coal Group - USA
- Energy Link Ltd, New Zealand
- Tata Chemicals Ltd - India
- Coastal Gujarat Power Limited - India
- Kartika Selabumi Mining - Indonesia
- Electricity Generating Authority of Thailand
- Petrochimia International Co. Ltd.- Taiwan
- GN Power Mariveles Coal Plant, Philippines
- Straits Asia Resources Limited - Singapore
- Medco Energi Mining Internasional
- Directorate General of MIneral and Coal - Indonesia
- Economic Council, Georgia
- Billiton Holdings Pty Ltd - Australia
- Baramulti Group, Indonesia
- Mercuria Energy - Indonesia
- Bukit Baiduri Energy - Indonesia
- GVK Power & Infra Limited - India
- Krishnapatnam Port Company Ltd. - India
- PTC India Limited - India
- Anglo American - United Kingdom
- Port Waratah Coal Services - Australia
- IEA Clean Coal Centre - UK
- Ministry of Mines - Canada
- Rashtriya Ispat Nigam Limited - India
- Trasteel International SA, Italy
- Larsen & Toubro Limited - India
- Toyota Tsusho Corporation, Japan
- Bayan Resources Tbk. - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Madhucon Powers Ltd - India
- Ministry of Finance - Indonesia
- Aditya Birla Group - India
- McConnell Dowell - Australia
- Latin American Coal - Colombia
- GAC Shipping (India) Pvt Ltd
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- OPG Power Generation Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- International Coal Ventures Pvt Ltd - India
- Eastern Coal Council - USA
- Indian Energy Exchange, India
- Africa Commodities Group - South Africa
- Semirara Mining and Power Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Chamber of Mines of South Africa
- Edison Trading Spa - Italy
- India Bulls Power Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Aboitiz Power Corporation - Philippines
- Coalindo Energy - Indonesia
- Singapore Mercantile Exchange
- Orica Australia Pty. Ltd.
- Sarangani Energy Corporation, Philippines
- Electricity Authority, New Zealand
- Central Electricity Authority - India
- Indonesian Coal Mining Association
- Parry Sugars Refinery, India
- SMC Global Power, Philippines
- Borneo Indobara - Indonesia
- Globalindo Alam Lestari - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- SMG Consultants - Indonesia
- Sindya Power Generating Company Private Ltd
- The Treasury - Australian Government
- Power Finance Corporation Ltd., India
- Essar Steel Hazira Ltd - India
- Grasim Industreis Ltd - India
- Banpu Public Company Limited - Thailand
- Bhushan Steel Limited - India
- Kapuas Tunggal Persada - Indonesia
- Marubeni Corporation - India
- Neyveli Lignite Corporation Ltd, - India
- Lanco Infratech Ltd - India
- Barasentosa Lestari - Indonesia
- SN Aboitiz Power Inc, Philippines
- Heidelberg Cement - Germany
- Altura Mining Limited, Indonesia
- Thiess Contractors Indonesia
- Bulk Trading Sa - Switzerland
- Semirara Mining Corp, Philippines
- Meralco Power Generation, Philippines
- Romanian Commodities Exchange
- Ind-Barath Power Infra Limited - India
- Petron Corporation, Philippines
- Price Waterhouse Coopers - Russia
- PNOC Exploration Corporation - Philippines
- Pendopo Energi Batubara - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Global Business Power Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Jorong Barutama Greston.PT - Indonesia
- Vedanta Resources Plc - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Antam Resourcindo - Indonesia
- Kideco Jaya Agung - Indonesia
- London Commodity Brokers - England
- Jindal Steel & Power Ltd - India
- Sojitz Corporation - Japan
- Metalloyd Limited - United Kingdom
- Cigading International Bulk Terminal - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Eastern Energy - Thailand
- Kumho Petrochemical, South Korea
- Bhatia International Limited - India
- Xindia Steels Limited - India
- Tamil Nadu electricity Board
- Kepco SPC Power Corporation, Philippines
- Mjunction Services Limited - India
- Karaikal Port Pvt Ltd - India
- Binh Thuan Hamico - Vietnam
- Jaiprakash Power Ventures ltd
- Bukit Makmur.PT - Indonesia
- Indian Oil Corporation Limited
- Indika Energy - Indonesia
- Oldendorff Carriers - Singapore
- Wood Mackenzie - Singapore
- Chettinad Cement Corporation Ltd - India
- Mercator Lines Limited - India
- Mintek Dendrill Indonesia
- LBH Netherlands Bv - Netherlands
- Cement Manufacturers Association - India
- Pipit Mutiara Jaya. PT, Indonesia
- Star Paper Mills Limited - India
- Goldman Sachs - Singapore
- Attock Cement Pakistan Limited
- Intertek Mineral Services - Indonesia
- Dalmia Cement Bharat India
- Directorate Of Revenue Intelligence - India
- Sakthi Sugars Limited - India
- Independent Power Producers Association of India
- Ambuja Cements Ltd - India
- Parliament of New Zealand
- Ministry of Transport, Egypt
- GMR Energy Limited - India
- Maheswari Brothers Coal Limited - India
- Siam City Cement - Thailand
- Coal and Oil Company - UAE
- Rio Tinto Coal - Australia
- Therma Luzon, Inc, Philippines
- Formosa Plastics Group - Taiwan
- ICICI Bank Limited - India
- Indo Tambangraya Megah - Indonesia
- Manunggal Multi Energi - Indonesia
- Bhoruka Overseas - Indonesia
- South Luzon Thermal Energy Corporation
- Bukit Asam (Persero) Tbk - Indonesia
- Gujarat Sidhee Cement - India
- European Bulk Services B.V. - Netherlands
- Indogreen Group - Indonesia
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