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