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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, 31 March 20
COAL POWER REMAINS IN GLOBAL DECLINE, DESPITE CHINESE SURGE - SYDNEY MORNING HERALD
The impact of coronavirus has prompted a surge in coal-fired power plant construction permits in China, with the Chinese government issuing more pe ...
Monday, 30 March 20
CORONAVIRUS - IMPLICATIONS FOR SHIPS AND CREW - GARD
KNOWLEDGE TO ELEVATE
Countries around the world are strengthening their border control measures in order to prevent the further spread of COVI ...
Monday, 30 March 20
LAY-UP AND RE-ACTIVATION REVISITED - GARD
KNOWLEDGE TO ELEVATE
The COVID-19 pandemic has affected the maritime industry in previously unthinkable ways. Ports around the world are denyi ...
Monday, 30 March 20
PANAMAX: INDONESIA LACKED VOLUME, PARTLY DUE TO FORCE MAJEURE IN INDIAN PORTS - BALTIC BRIEFING
Capesize
As Covid-19 continued to ratchet up tensions across the globe, the Cape market dealt with the change to remote working. Most regions o ...
Saturday, 28 March 20
ASIA'S COAL MARKETS DIVERGE ON QUALITY LINES AS CORONAVIRUS HITS INDIA - REUTERS
Asia’s seaborne coal market is increasingly diverging between higher-quality Australian coal, where prices are holding up despite the economi ...
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- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Merrill Lynch Commodities Europe
- Ministry of Mines - Canada
- Bangladesh Power Developement Board
- Wood Mackenzie - Singapore
- Australian Commodity Traders Exchange
- CNBM International Corporation - China
- Sarangani Energy Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- Rashtriya Ispat Nigam Limited - India
- Essar Steel Hazira Ltd - India
- Antam Resourcindo - Indonesia
- Gujarat Sidhee Cement - India
- TeaM Sual Corporation - Philippines
- Sojitz Corporation - Japan
- PTC India Limited - India
- Ind-Barath Power Infra Limited - India
- Georgia Ports Authority, United States
- Tamil Nadu electricity Board
- Indo Tambangraya Megah - Indonesia
- Leighton Contractors Pty Ltd - Australia
- GMR Energy Limited - India
- India Bulls Power Limited - India
- Rio Tinto Coal - Australia
- Indian Energy Exchange, India
- Gujarat Electricity Regulatory Commission - India
- Chettinad Cement Corporation Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Indian Oil Corporation Limited
- Edison Trading Spa - Italy
- SMC Global Power, Philippines
- Kobexindo Tractors - Indoneisa
- Mercuria Energy - Indonesia
- Deloitte Consulting - India
- Singapore Mercantile Exchange
- Sinarmas Energy and Mining - Indonesia
- Baramulti Group, Indonesia
- Ministry of Finance - Indonesia
- Attock Cement Pakistan Limited
- Global Coal Blending Company Limited - Australia
- Kohat Cement Company Ltd. - Pakistan
- Port Waratah Coal Services - Australia
- SMG Consultants - Indonesia
- Central Electricity Authority - India
- Power Finance Corporation Ltd., India
- Indonesian Coal Mining Association
- Indogreen Group - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Mjunction Services Limited - India
- The Treasury - Australian Government
- Energy Link Ltd, New Zealand
- Oldendorff Carriers - Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Mercator Lines Limited - India
- Vizag Seaport Private Limited - India
- Krishnapatnam Port Company Ltd. - India
- Ambuja Cements Ltd - India
- Carbofer General Trading SA - India
- SN Aboitiz Power Inc, Philippines
- Kumho Petrochemical, South Korea
- Xindia Steels Limited - India
- The University of Queensland
- Neyveli Lignite Corporation Ltd, - India
- Metalloyd Limited - United Kingdom
- Kideco Jaya Agung - Indonesia
- South Luzon Thermal Energy Corporation
- Asia Pacific Energy Resources Ventures Inc, Philippines
- McConnell Dowell - Australia
- Makarim & Taira - Indonesia
- Uttam Galva Steels Limited - India
- Meenaskhi Energy Private Limited - India
- Cement Manufacturers Association - India
- Marubeni Corporation - India
- IEA Clean Coal Centre - UK
- Parliament of New Zealand
- Bhoruka Overseas - Indonesia
- Independent Power Producers Association of India
- Bayan Resources Tbk. - Indonesia
- Toyota Tsusho Corporation, Japan
- Agrawal Coal Company - India
- New Zealand Coal & Carbon
- Karbindo Abesyapradhi - Indoneisa
- Straits Asia Resources Limited - Singapore
- Economic Council, Georgia
- Savvy Resources Ltd - HongKong
- The State Trading Corporation of India Ltd
- Jindal Steel & Power Ltd - India
- PNOC Exploration Corporation - Philippines
- Bulk Trading Sa - Switzerland
- Tata Chemicals Ltd - India
- Intertek Mineral Services - Indonesia
- Larsen & Toubro Limited - India
- Borneo Indobara - Indonesia
- Romanian Commodities Exchange
- Petron Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- CIMB Investment Bank - Malaysia
- Latin American Coal - Colombia
- European Bulk Services B.V. - Netherlands
- Salva Resources Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Eastern Energy - Thailand
- Holcim Trading Pte Ltd - Singapore
- Semirara Mining Corp, Philippines
- Ceylon Electricity Board - Sri Lanka
- Petrochimia International Co. Ltd.- Taiwan
- Orica Australia Pty. Ltd.
- Siam City Cement - Thailand
- GN Power Mariveles Coal Plant, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Madhucon Powers Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Sakthi Sugars Limited - India
- GAC Shipping (India) Pvt Ltd
- Coastal Gujarat Power Limited - India
- Bukit Baiduri Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- Planning Commission, India
- Interocean Group of Companies - India
- Electricity Generating Authority of Thailand
- Iligan Light & Power Inc, Philippines
- Meralco Power Generation, Philippines
- Bharathi Cement Corporation - India
- Simpson Spence & Young - Indonesia
- Ministry of Transport, Egypt
- Kapuas Tunggal Persada - Indonesia
- Sical Logistics Limited - India
- Anglo American - United Kingdom
- Thiess Contractors Indonesia
- Siam City Cement PLC, Thailand
- OPG Power Generation Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- Heidelberg Cement - Germany
- Bhatia International Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Global Business Power Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- Globalindo Alam Lestari - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Energy Development Corp, Philippines
- Minerals Council of Australia
- Coal and Oil Company - UAE
- Lanco Infratech Ltd - India
- White Energy Company Limited
- Sree Jayajothi Cements Limited - India
- Indika Energy - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Eastern Coal Council - USA
- Sindya Power Generating Company Private Ltd
- VISA Power Limited - India
- Price Waterhouse Coopers - Russia
- Wilmar Investment Holdings
- Goldman Sachs - Singapore
- PowerSource Philippines DevCo
- Vedanta Resources Plc - India
- Bhushan Steel Limited - India
- Jaiprakash Power Ventures ltd
- Bahari Cakrawala Sebuku - Indonesia
- Riau Bara Harum - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Formosa Plastics Group - Taiwan
- IHS Mccloskey Coal Group - USA
- Malabar Cements Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Chamber of Mines of South Africa
- Videocon Industries ltd - India
- MS Steel International - UAE
- Bukit Asam (Persero) Tbk - Indonesia
- Kaltim Prima Coal - Indonesia
- Thai Mozambique Logistica
- San Jose City I Power Corp, Philippines
- Australian Coal Association
- Manunggal Multi Energi - Indonesia
- Altura Mining Limited, Indonesia
- Africa Commodities Group - South Africa
- Coalindo Energy - Indonesia
- Grasim Industreis Ltd - India
- ICICI Bank Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Global Green Power PLC Corporation, Philippines
- Orica Mining Services - Indonesia
- Kartika Selabumi Mining - Indonesia
- Barasentosa Lestari - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Standard Chartered Bank - UAE
- LBH Netherlands Bv - Netherlands
- International Coal Ventures Pvt Ltd - India
- GVK Power & Infra Limited - India
- Alfred C Toepfer International GmbH - Germany
- Dalmia Cement Bharat India
- Renaissance Capital - South Africa
- ASAPP Information Group - India
- Binh Thuan Hamico - Vietnam
- Directorate General of MIneral and Coal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Bukit Makmur.PT - Indonesia
- Samtan Co., Ltd - South Korea
- Gujarat Mineral Development Corp Ltd - India
- Kepco SPC Power Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- Aditya Birla Group - India
- Mintek Dendrill Indonesia
- Timah Investasi Mineral - Indoneisa
- Commonwealth Bank - Australia
- Pendopo Energi Batubara - Indonesia
- Parry Sugars Refinery, India
- London Commodity Brokers - England
- Central Java Power - Indonesia
- Star Paper Mills Limited - India
- Medco Energi Mining Internasional
- Therma Luzon, Inc, Philippines
- Electricity Authority, New Zealand
- Trasteel International SA, Italy
- Posco Energy - South Korea
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