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