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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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Wednesday, 01 April 20
TRADERS SCRAMBLE TO SELL CHEAP CRUDE CARGOES AS GLUT GROWS - REUTERS
Oil traders across the globe are offering cargoes far in advance as rapidly vanishing demand drives key physical crude prices to multi-decade lows, ...
Wednesday, 01 April 20
MARKET INSIGHT - INTERMODAL
There is an old, allegedly Chinese, saying suggesting that living in “interesting” times usually refers to times of trouble. The latest ...
Tuesday, 31 March 20
FREIGHT MARKET: DRY BULKERS - SPOT MARKET 23-29 MARCH 2020
Capesize
The rebound in freight rates resumed this past week, with rates man-aging to post further gains by week’s end. The BCI is in negat ...
Tuesday, 31 March 20
DRY BULK: Q1 HAS BEEN THE WORST QUARTER NOTED FOR MORE THAN 3 YEARS NOW - ALLIED RESEARCH
At this point, the Covid-19 pandemic seems to be monopolizing all market (as well as all other) discussions across the world and any market insight ...
Tuesday, 31 March 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX DOWN 0.43 PCT - XINHUA
China Taiyuan coal transaction price index stood at 132.17 points Monday, down 0.43 percent week on week.
The index, released by Chi ...
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- Karaikal Port Pvt Ltd - India
- Makarim & Taira - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Manunggal Multi Energi - Indonesia
- Price Waterhouse Coopers - Russia
- Anglo American - United Kingdom
- Posco Energy - South Korea
- Ministry of Transport, Egypt
- GMR Energy Limited - India
- Timah Investasi Mineral - Indoneisa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kumho Petrochemical, South Korea
- Energy Link Ltd, New Zealand
- Ceylon Electricity Board - Sri Lanka
- Global Green Power PLC Corporation, Philippines
- The Treasury - Australian Government
- Coalindo Energy - Indonesia
- IHS Mccloskey Coal Group - USA
- Latin American Coal - Colombia
- Ambuja Cements Ltd - India
- Ministry of Mines - Canada
- Alfred C Toepfer International GmbH - Germany
- GVK Power & Infra Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Deloitte Consulting - India
- Rashtriya Ispat Nigam Limited - India
- Indo Tambangraya Megah - Indonesia
- Bharathi Cement Corporation - India
- Goldman Sachs - Singapore
- Formosa Plastics Group - Taiwan
- Meralco Power Generation, Philippines
- Aboitiz Power Corporation - Philippines
- SN Aboitiz Power Inc, Philippines
- Thiess Contractors Indonesia
- Romanian Commodities Exchange
- Power Finance Corporation Ltd., India
- ICICI Bank Limited - India
- Parry Sugars Refinery, India
- PowerSource Philippines DevCo
- Wilmar Investment Holdings
- VISA Power Limited - India
- Indian Oil Corporation Limited
- Australian Coal Association
- Rio Tinto Coal - Australia
- Standard Chartered Bank - UAE
- GAC Shipping (India) Pvt Ltd
- Indonesian Coal Mining Association
- Marubeni Corporation - India
- Mjunction Services Limited - India
- Independent Power Producers Association of India
- Jindal Steel & Power Ltd - India
- Global Business Power Corporation, Philippines
- Africa Commodities Group - South Africa
- Sindya Power Generating Company Private Ltd
- Leighton Contractors Pty Ltd - Australia
- Altura Mining Limited, Indonesia
- Heidelberg Cement - Germany
- Central Java Power - Indonesia
- Sojitz Corporation - Japan
- Chettinad Cement Corporation Ltd - India
- India Bulls Power Limited - India
- Larsen & Toubro Limited - India
- Meenaskhi Energy Private Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Sarangani Energy Corporation, Philippines
- Star Paper Mills Limited - India
- Planning Commission, India
- Directorate General of MIneral and Coal - Indonesia
- PNOC Exploration Corporation - Philippines
- Kartika Selabumi Mining - Indonesia
- Antam Resourcindo - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Uttam Galva Steels Limited - India
- Orica Australia Pty. Ltd.
- Central Electricity Authority - India
- London Commodity Brokers - England
- Simpson Spence & Young - Indonesia
- Bayan Resources Tbk. - Indonesia
- Kideco Jaya Agung - Indonesia
- The University of Queensland
- Mercuria Energy - Indonesia
- Coal and Oil Company - UAE
- Australian Commodity Traders Exchange
- Trasteel International SA, Italy
- Attock Cement Pakistan Limited
- GN Power Mariveles Coal Plant, Philippines
- Bhushan Steel Limited - India
- Samtan Co., Ltd - South Korea
- Mercator Lines Limited - India
- Oldendorff Carriers - Singapore
- Edison Trading Spa - Italy
- Maheswari Brothers Coal Limited - India
- Grasim Industreis Ltd - India
- Indian Energy Exchange, India
- Bulk Trading Sa - Switzerland
- Dalmia Cement Bharat India
- Salva Resources Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Intertek Mineral Services - Indonesia
- Gujarat Sidhee Cement - India
- Sree Jayajothi Cements Limited - India
- White Energy Company Limited
- AsiaOL BioFuels Corp., Philippines
- Iligan Light & Power Inc, Philippines
- Ind-Barath Power Infra Limited - India
- Cement Manufacturers Association - India
- Neyveli Lignite Corporation Ltd, - India
- IEA Clean Coal Centre - UK
- Aditya Birla Group - India
- Binh Thuan Hamico - Vietnam
- Kaltim Prima Coal - Indonesia
- CNBM International Corporation - China
- Jaiprakash Power Ventures ltd
- McConnell Dowell - Australia
- Jorong Barutama Greston.PT - Indonesia
- Siam City Cement PLC, Thailand
- Therma Luzon, Inc, Philippines
- Agrawal Coal Company - India
- TeaM Sual Corporation - Philippines
- Barasentosa Lestari - Indonesia
- Sinarmas Energy and Mining - Indonesia
- The State Trading Corporation of India Ltd
- Asmin Koalindo Tuhup - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Pipit Mutiara Jaya. PT, Indonesia
- Lanco Infratech Ltd - India
- Indogreen Group - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Eastern Energy - Thailand
- LBH Netherlands Bv - Netherlands
- Bukit Makmur.PT - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Energy Development Corp, Philippines
- CIMB Investment Bank - Malaysia
- Carbofer General Trading SA - India
- Kalimantan Lumbung Energi - Indonesia
- Malabar Cements Ltd - India
- Merrill Lynch Commodities Europe
- Indika Energy - Indonesia
- Singapore Mercantile Exchange
- Tamil Nadu electricity Board
- Kepco SPC Power Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- SMG Consultants - Indonesia
- Videocon Industries ltd - India
- Interocean Group of Companies - India
- Electricity Authority, New Zealand
- European Bulk Services B.V. - Netherlands
- Bukit Asam (Persero) Tbk - Indonesia
- Mintek Dendrill Indonesia
- ASAPP Information Group - India
- Economic Council, Georgia
- Chamber of Mines of South Africa
- Parliament of New Zealand
- Kapuas Tunggal Persada - Indonesia
- Globalindo Alam Lestari - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Metalloyd Limited - United Kingdom
- Sical Logistics Limited - India
- Vedanta Resources Plc - India
- OPG Power Generation Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- Global Coal Blending Company Limited - Australia
- Petron Corporation, Philippines
- Riau Bara Harum - Indonesia
- Baramulti Group, Indonesia
- Siam City Cement - Thailand
- New Zealand Coal & Carbon
- Bhoruka Overseas - Indonesia
- Orica Mining Services - Indonesia
- PTC India Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Port Waratah Coal Services - Australia
- Banpu Public Company Limited - Thailand
- Bahari Cakrawala Sebuku - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Eastern Coal Council - USA
- Bhatia International Limited - India
- San Jose City I Power Corp, Philippines
- International Coal Ventures Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- Madhucon Powers Ltd - India
- Vizag Seaport Private Limited - India
- SMC Global Power, Philippines
- Sakthi Sugars Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Semirara Mining and Power Corporation, Philippines
- Renaissance Capital - South Africa
- Billiton Holdings Pty Ltd - Australia
- Karbindo Abesyapradhi - Indoneisa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Borneo Indobara - Indonesia
- Commonwealth Bank - Australia
- MS Steel International - UAE
- Thai Mozambique Logistica
- Minerals Council of Australia
- Bangladesh Power Developement Board
- Bukit Baiduri Energy - Indonesia
- Pendopo Energi Batubara - Indonesia
- Coastal Gujarat Power Limited - India
- Ministry of Finance - Indonesia
- Georgia Ports Authority, United States
- Toyota Tsusho Corporation, Japan
- Medco Energi Mining Internasional
- Kohat Cement Company Ltd. - Pakistan
- Semirara Mining Corp, Philippines
- Xindia Steels Limited - India
- Kobexindo Tractors - Indoneisa
- Gujarat Mineral Development Corp Ltd - India
- Wood Mackenzie - Singapore
- Tata Chemicals Ltd - India
- Electricity Generating Authority of Thailand
- Holcim Trading Pte Ltd - Singapore
- South Luzon Thermal Energy Corporation
- Savvy Resources Ltd - HongKong
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