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