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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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Showing 1036 to 1040 news of total 6871 |
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- Aboitiz Power Corporation - Philippines
- Deloitte Consulting - India
- Parry Sugars Refinery, India
- Trasteel International SA, Italy
- Xindia Steels Limited - India
- SMG Consultants - Indonesia
- Kobexindo Tractors - Indoneisa
- South Luzon Thermal Energy Corporation
- AsiaOL BioFuels Corp., Philippines
- Iligan Light & Power Inc, Philippines
- London Commodity Brokers - England
- Ind-Barath Power Infra Limited - India
- Central Java Power - Indonesia
- Mercuria Energy - Indonesia
- Standard Chartered Bank - UAE
- Electricity Authority, New Zealand
- PNOC Exploration Corporation - Philippines
- Krishnapatnam Port Company Ltd. - India
- Attock Cement Pakistan Limited
- TeaM Sual Corporation - Philippines
- Gujarat Electricity Regulatory Commission - India
- Vijayanagar Sugar Pvt Ltd - India
- Directorate Of Revenue Intelligence - India
- Sical Logistics Limited - India
- Meenaskhi Energy Private Limited - India
- Baramulti Group, Indonesia
- Australian Coal Association
- Semirara Mining Corp, Philippines
- Karaikal Port Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- Bank of Tokyo Mitsubishi UFJ Ltd
- Petrochimia International Co. Ltd.- Taiwan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Offshore Bulk Terminal Pte Ltd, Singapore
- International Coal Ventures Pvt Ltd - India
- Tamil Nadu electricity Board
- Indika Energy - Indonesia
- Wood Mackenzie - Singapore
- Star Paper Mills Limited - India
- Essar Steel Hazira Ltd - India
- MS Steel International - UAE
- Energy Link Ltd, New Zealand
- TNB Fuel Sdn Bhd - Malaysia
- Indo Tambangraya Megah - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Mercator Lines Limited - India
- Barasentosa Lestari - Indonesia
- ICICI Bank Limited - India
- Siam City Cement - Thailand
- Tata Chemicals Ltd - India
- Commonwealth Bank - Australia
- Eastern Energy - Thailand
- Independent Power Producers Association of India
- Goldman Sachs - Singapore
- Coastal Gujarat Power Limited - India
- Indian Oil Corporation Limited
- Global Coal Blending Company Limited - Australia
- Sakthi Sugars Limited - India
- Indogreen Group - Indonesia
- India Bulls Power Limited - India
- Thiess Contractors Indonesia
- Madhucon Powers Ltd - India
- Bukit Baiduri Energy - Indonesia
- Planning Commission, India
- GVK Power & Infra Limited - India
- LBH Netherlands Bv - Netherlands
- Salva Resources Pvt Ltd - India
- Bharathi Cement Corporation - India
- Savvy Resources Ltd - HongKong
- Rio Tinto Coal - Australia
- Renaissance Capital - South Africa
- Bhoruka Overseas - Indonesia
- Kideco Jaya Agung - Indonesia
- Minerals Council of Australia
- Kalimantan Lumbung Energi - Indonesia
- Jindal Steel & Power Ltd - India
- PTC India Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Thai Mozambique Logistica
- Lanco Infratech Ltd - India
- Globalindo Alam Lestari - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Dalmia Cement Bharat India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indonesian Coal Mining Association
- Port Waratah Coal Services - Australia
- Sinarmas Energy and Mining - Indonesia
- Ceylon Electricity Board - Sri Lanka
- The Treasury - Australian Government
- Latin American Coal - Colombia
- Banpu Public Company Limited - Thailand
- Kartika Selabumi Mining - Indonesia
- Sojitz Corporation - Japan
- Ministry of Finance - Indonesia
- Sindya Power Generating Company Private Ltd
- Interocean Group of Companies - India
- Coal and Oil Company - UAE
- Kapuas Tunggal Persada - Indonesia
- Mintek Dendrill Indonesia
- Ministry of Mines - Canada
- PetroVietnam Power Coal Import and Supply Company
- Chamber of Mines of South Africa
- Sarangani Energy Corporation, Philippines
- Wilmar Investment Holdings
- Manunggal Multi Energi - Indonesia
- Oldendorff Carriers - Singapore
- Parliament of New Zealand
- Larsen & Toubro Limited - India
- Edison Trading Spa - Italy
- Orica Australia Pty. Ltd.
- Siam City Cement PLC, Thailand
- Gujarat Mineral Development Corp Ltd - India
- Binh Thuan Hamico - Vietnam
- New Zealand Coal & Carbon
- Singapore Mercantile Exchange
- SN Aboitiz Power Inc, Philippines
- Rashtriya Ispat Nigam Limited - India
- Power Finance Corporation Ltd., India
- GMR Energy Limited - India
- Formosa Plastics Group - Taiwan
- Videocon Industries ltd - India
- Jaiprakash Power Ventures ltd
- GN Power Mariveles Coal Plant, Philippines
- Australian Commodity Traders Exchange
- Intertek Mineral Services - Indonesia
- Chettinad Cement Corporation Ltd - India
- Ambuja Cements Ltd - India
- Africa Commodities Group - South Africa
- Gujarat Sidhee Cement - India
- Eastern Coal Council - USA
- Malabar Cements Ltd - India
- Ministry of Transport, Egypt
- Bahari Cakrawala Sebuku - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- The University of Queensland
- Marubeni Corporation - India
- Miang Besar Coal Terminal - Indonesia
- Global Green Power PLC Corporation, Philippines
- Antam Resourcindo - Indonesia
- Pendopo Energi Batubara - Indonesia
- Global Business Power Corporation, Philippines
- Bhatia International Limited - India
- Grasim Industreis Ltd - India
- Riau Bara Harum - Indonesia
- Maheswari Brothers Coal Limited - India
- Billiton Holdings Pty Ltd - Australia
- Georgia Ports Authority, United States
- Toyota Tsusho Corporation, Japan
- Straits Asia Resources Limited - Singapore
- Cigading International Bulk Terminal - Indonesia
- Vedanta Resources Plc - India
- CIMB Investment Bank - Malaysia
- Kaltim Prima Coal - Indonesia
- VISA Power Limited - India
- Aditya Birla Group - India
- Borneo Indobara - Indonesia
- Meralco Power Generation, Philippines
- Price Waterhouse Coopers - Russia
- Bangladesh Power Developement Board
- Bhushan Steel Limited - India
- PowerSource Philippines DevCo
- Neyveli Lignite Corporation Ltd, - India
- White Energy Company Limited
- Makarim & Taira - Indonesia
- Sree Jayajothi Cements Limited - India
- Anglo American - United Kingdom
- Altura Mining Limited, Indonesia
- European Bulk Services B.V. - Netherlands
- McConnell Dowell - Australia
- Cement Manufacturers Association - India
- Bulk Trading Sa - Switzerland
- Merrill Lynch Commodities Europe
- SMC Global Power, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Energy Development Corp, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Kumho Petrochemical, South Korea
- Therma Luzon, Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Petron Corporation, Philippines
- Coalindo Energy - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- GAC Shipping (India) Pvt Ltd
- Kepco SPC Power Corporation, Philippines
- Mjunction Services Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Timah Investasi Mineral - Indoneisa
- Metalloyd Limited - United Kingdom
- Posco Energy - South Korea
- Bukit Makmur.PT - Indonesia
- Carbofer General Trading SA - India
- Vizag Seaport Private Limited - India
- Electricity Generating Authority of Thailand
- Romanian Commodities Exchange
- Simpson Spence & Young - Indonesia
- Agrawal Coal Company - India
- Economic Council, Georgia
- Alfred C Toepfer International GmbH - Germany
- IEA Clean Coal Centre - UK
- Jorong Barutama Greston.PT - Indonesia
- The State Trading Corporation of India Ltd
- CNBM International Corporation - China
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- ASAPP Information Group - India
- Central Electricity Authority - India
- Bukit Asam (Persero) Tbk - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Uttam Galva Steels Limited - India
- IHS Mccloskey Coal Group - USA
- Orica Mining Services - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Indian Energy Exchange, India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Heidelberg Cement - Germany
- Medco Energi Mining Internasional
- San Jose City I Power Corp, Philippines
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