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