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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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Tuesday, 07 April 20
COAL INDIA'S DISPATCHES DROP, OUTPUT INCREASES - THE HINDU
India’s largest coal producer Coal India Ltd. (CIL) has seen a 10% fall in dispatches in March 2020 due to a sharp fall in demand from the po ...
Tuesday, 07 April 20
CORONAVIRUS AND LOCKDOWNS DRAG DOWN THE INDONESIAN COAL PRICE REFERENCE IN APRIL
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down the benchmark price of the Indonesian ther ...
Monday, 06 April 20
A 52,000DWT SHIP FIXING DELIVERY SINGAPORE TRIP, VIA INDONESIA, REDELIVERY TAIWAN, AT $3,100 - 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 ...
Monday, 06 April 20
INDIA'S 21-DAY LOCKDOWN - IMPACT ON COMMODITIES? - WOOD MACKENZIE
India is under a three-week lockdown from 25 March, to contain the spread of the coronavirus outbreak. Wood Mackenzie analysts discuss what this me ...
Friday, 03 April 20
CHINA'S BENCHMARK POWER COAL PRICE DROPS SLIGHTLY - XINHUA
China’s benchmark power coal price dropped slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge ...
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Showing 1026 to 1030 news of total 6871 |
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- Meralco Power Generation, Philippines
- Petron Corporation, Philippines
- Deloitte Consulting - India
- Borneo Indobara - Indonesia
- Orica Mining Services - Indonesia
- Star Paper Mills Limited - India
- Anglo American - United Kingdom
- Kohat Cement Company Ltd. - Pakistan
- Salva Resources Pvt Ltd - India
- Indogreen Group - Indonesia
- Vedanta Resources Plc - India
- Savvy Resources Ltd - HongKong
- Semirara Mining Corp, Philippines
- Energy Development Corp, Philippines
- IEA Clean Coal Centre - UK
- CIMB Investment Bank - Malaysia
- PNOC Exploration Corporation - Philippines
- Binh Thuan Hamico - Vietnam
- San Jose City I Power Corp, Philippines
- Directorate Of Revenue Intelligence - India
- Australian Coal Association
- VISA Power Limited - India
- Barasentosa Lestari - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- MS Steel International - UAE
- Bhatia International Limited - India
- Energy Link Ltd, New Zealand
- Asmin Koalindo Tuhup - Indonesia
- ASAPP Information Group - India
- European Bulk Services B.V. - Netherlands
- Uttam Galva Steels Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Electricity Authority, New Zealand
- Georgia Ports Authority, United States
- Tata Chemicals Ltd - India
- Chamber of Mines of South Africa
- TNB Fuel Sdn Bhd - Malaysia
- ICICI Bank Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kepco SPC Power Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Antam Resourcindo - Indonesia
- New Zealand Coal & Carbon
- Holcim Trading Pte Ltd - Singapore
- OPG Power Generation Pvt Ltd - India
- Makarim & Taira - Indonesia
- The Treasury - Australian Government
- Wood Mackenzie - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Banpu Public Company Limited - Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Parry Sugars Refinery, India
- Riau Bara Harum - Indonesia
- Power Finance Corporation Ltd., India
- Oldendorff Carriers - Singapore
- Intertek Mineral Services - Indonesia
- Xindia Steels Limited - India
- Ministry of Transport, Egypt
- Interocean Group of Companies - India
- Sindya Power Generating Company Private Ltd
- Orica Australia Pty. Ltd.
- Gujarat Mineral Development Corp Ltd - India
- Jindal Steel & Power Ltd - India
- Bharathi Cement Corporation - India
- Bhushan Steel Limited - India
- Latin American Coal - Colombia
- Iligan Light & Power Inc, Philippines
- Formosa Plastics Group - Taiwan
- Kumho Petrochemical, South Korea
- GMR Energy Limited - India
- Timah Investasi Mineral - Indoneisa
- AsiaOL BioFuels Corp., Philippines
- Indika Energy - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- The State Trading Corporation of India Ltd
- Ambuja Cements Ltd - India
- Price Waterhouse Coopers - Russia
- Trasteel International SA, Italy
- Pipit Mutiara Jaya. PT, Indonesia
- Mercator Lines Limited - India
- Kideco Jaya Agung - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Romanian Commodities Exchange
- SMG Consultants - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Manunggal Multi Energi - Indonesia
- London Commodity Brokers - England
- TeaM Sual Corporation - Philippines
- Global Coal Blending Company Limited - Australia
- Maheswari Brothers Coal Limited - India
- White Energy Company Limited
- Rashtriya Ispat Nigam Limited - India
- Renaissance Capital - South Africa
- Tamil Nadu electricity Board
- PowerSource Philippines DevCo
- Bulk Trading Sa - Switzerland
- The University of Queensland
- Coalindo Energy - Indonesia
- McConnell Dowell - Australia
- Parliament of New Zealand
- Thiess Contractors Indonesia
- Ministry of Finance - Indonesia
- Independent Power Producers Association of India
- Agrawal Coal Company - India
- Indian Energy Exchange, India
- Kartika Selabumi Mining - Indonesia
- Edison Trading Spa - Italy
- Kaltim Prima Coal - Indonesia
- Planning Commission, India
- Merrill Lynch Commodities Europe
- Carbofer General Trading SA - India
- Sree Jayajothi Cements Limited - India
- PTC India Limited - India
- Goldman Sachs - Singapore
- South Luzon Thermal Energy Corporation
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bukit Baiduri Energy - Indonesia
- Samtan Co., Ltd - South Korea
- Meenaskhi Energy Private Limited - India
- Toyota Tsusho Corporation, Japan
- Lanco Infratech Ltd - India
- Sojitz Corporation - Japan
- Ministry of Mines - Canada
- Grasim Industreis Ltd - India
- Therma Luzon, Inc, Philippines
- Gujarat Sidhee Cement - India
- Mintek Dendrill Indonesia
- IHS Mccloskey Coal Group - USA
- Alfred C Toepfer International GmbH - Germany
- Sinarmas Energy and Mining - Indonesia
- Aditya Birla Group - India
- Electricity Generating Authority of Thailand
- Leighton Contractors Pty Ltd - Australia
- Eastern Energy - Thailand
- Semirara Mining and Power Corporation, Philippines
- Indonesian Coal Mining Association
- Africa Commodities Group - South Africa
- Wilmar Investment Holdings
- Offshore Bulk Terminal Pte Ltd, Singapore
- Essar Steel Hazira Ltd - India
- Chettinad Cement Corporation Ltd - India
- Bangladesh Power Developement Board
- Jaiprakash Power Ventures ltd
- Mercuria Energy - Indonesia
- Port Waratah Coal Services - Australia
- International Coal Ventures Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Bhoruka Overseas - Indonesia
- Posco Energy - South Korea
- Larsen & Toubro Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Pendopo Energi Batubara - Indonesia
- Sical Logistics Limited - India
- Standard Chartered Bank - UAE
- Global Business Power Corporation, Philippines
- Ind-Barath Power Infra Limited - India
- Mjunction Services Limited - India
- Minerals Council of Australia
- Thai Mozambique Logistica
- Central Electricity Authority - India
- Sakthi Sugars Limited - India
- SMC Global Power, Philippines
- Aboitiz Power Corporation - Philippines
- Economic Council, Georgia
- Baramulti Group, Indonesia
- Madhucon Powers Ltd - India
- Bayan Resources Tbk. - Indonesia
- Singapore Mercantile Exchange
- SN Aboitiz Power Inc, Philippines
- Indo Tambangraya Megah - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Cigading International Bulk Terminal - Indonesia
- Altura Mining Limited, Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Coastal Gujarat Power Limited - India
- Malabar Cements Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Videocon Industries ltd - India
- Attock Cement Pakistan Limited
- Ceylon Electricity Board - Sri Lanka
- Global Green Power PLC Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Cement Manufacturers Association - India
- Central Java Power - Indonesia
- Commonwealth Bank - Australia
- Kapuas Tunggal Persada - Indonesia
- CNBM International Corporation - China
- Heidelberg Cement - Germany
- Vizag Seaport Private Limited - India
- Karaikal Port Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- Sarangani Energy Corporation, Philippines
- Globalindo Alam Lestari - Indonesia
- Australian Commodity Traders Exchange
- Rio Tinto Coal - Australia
- GVK Power & Infra Limited - India
- Straits Asia Resources Limited - Singapore
- Siam City Cement PLC, Thailand
- Eastern Coal Council - USA
- Coal and Oil Company - UAE
- Neyveli Lignite Corporation Ltd, - India
- Dalmia Cement Bharat India
- Metalloyd Limited - United Kingdom
- Marubeni Corporation - India
- India Bulls Power Limited - India
- Directorate General of MIneral and Coal - Indonesia
- LBH Netherlands Bv - Netherlands
- Bukit Makmur.PT - Indonesia
- Indian Oil Corporation Limited
- Medco Energi Mining Internasional
- Bahari Cakrawala Sebuku - Indonesia
- Siam City Cement - Thailand
- Maharashtra Electricity Regulatory Commission - India
- GAC Shipping (India) Pvt Ltd
- Gujarat Electricity Regulatory Commission - India
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