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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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Friday, 27 March 20
CHINA'S BULKS: THE SENTIMENT GAP BETWEEN STEEL AND COAL WIDENS - WOOD MACKENZIE
China seems to be containing its local coronavirus situation, with imported cases now posing the greater threat. While quarantine measures remain t ...
Friday, 27 March 20
S.KOREA Q1 THERMAL COAL IMPORTS SET FOR 10-YR LOW ON ANTI-POLLUTION MEASURES - REUTERS
South Korea’s first-quarter thermal coal imports are set to fall to a decade-low due to stricter air pollution measures, while the coronaviru ...
Friday, 27 March 20
PORT OF NEWCASTLE OPERATIONS CONTINUE WITH COVID-19 RESPONSE MEASURES IN PLACE
Port of Newcastle, like many organisations, is taking a precautionary approach to help manage COVID-19 risks in the community. Our focus is on ensu ...
Thursday, 26 March 20
CHINA'S BENCHMARK POWER COAL PRICE DROPS SLIGHTLY - XINHUA
China’s benchmark power coal price dropped slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge ...
Wednesday, 25 March 20
CORONAVIRUS CRISIS IS CRUSHING GLOBAL GDP GROWTH - FITCH RATINGS
The coronavirus crisis is crushing global GDP growth according to Fitch Ratings in its latest quarterly “Global Economic Outlook” (GEO) ...
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- Directorate General of MIneral and Coal - Indonesia
- Wilmar Investment Holdings
- Savvy Resources Ltd - HongKong
- Maharashtra Electricity Regulatory Commission - India
- Central Java Power - Indonesia
- IEA Clean Coal Centre - UK
- The State Trading Corporation of India Ltd
- Edison Trading Spa - Italy
- Electricity Authority, New Zealand
- Ind-Barath Power Infra Limited - India
- Global Green Power PLC Corporation, Philippines
- Videocon Industries ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Interocean Group of Companies - India
- Orica Australia Pty. Ltd.
- LBH Netherlands Bv - Netherlands
- Planning Commission, India
- Rio Tinto Coal - Australia
- Mjunction Services Limited - India
- Gujarat Electricity Regulatory Commission - India
- Siam City Cement - Thailand
- Straits Asia Resources Limited - Singapore
- New Zealand Coal & Carbon
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kumho Petrochemical, South Korea
- London Commodity Brokers - England
- Pipit Mutiara Jaya. PT, Indonesia
- Attock Cement Pakistan Limited
- Singapore Mercantile Exchange
- Coalindo Energy - Indonesia
- GVK Power & Infra Limited - India
- Intertek Mineral Services - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Standard Chartered Bank - UAE
- Deloitte Consulting - India
- Central Electricity Authority - India
- PNOC Exploration Corporation - Philippines
- Ministry of Transport, Egypt
- Formosa Plastics Group - Taiwan
- Globalindo Alam Lestari - Indonesia
- Borneo Indobara - Indonesia
- Mintek Dendrill Indonesia
- Power Finance Corporation Ltd., India
- Gujarat Sidhee Cement - India
- PTC India Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bangladesh Power Developement Board
- Asmin Koalindo Tuhup - Indonesia
- Chettinad Cement Corporation Ltd - India
- Cement Manufacturers Association - India
- Bahari Cakrawala Sebuku - Indonesia
- Price Waterhouse Coopers - Russia
- Altura Mining Limited, Indonesia
- Pendopo Energi Batubara - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Kobexindo Tractors - Indoneisa
- The Treasury - Australian Government
- Vedanta Resources Plc - India
- Petron Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Antam Resourcindo - Indonesia
- Larsen & Toubro Limited - India
- Manunggal Multi Energi - Indonesia
- Minerals Council of Australia
- VISA Power Limited - India
- Parliament of New Zealand
- Indo Tambangraya Megah - Indonesia
- Iligan Light & Power Inc, Philippines
- Binh Thuan Hamico - Vietnam
- Meenaskhi Energy Private Limited - India
- Karaikal Port Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Orica Mining Services - Indonesia
- Australian Coal Association
- SMG Consultants - Indonesia
- Latin American Coal - Colombia
- Semirara Mining Corp, Philippines
- OPG Power Generation Pvt Ltd - India
- Port Waratah Coal Services - Australia
- Goldman Sachs - Singapore
- Tata Chemicals Ltd - India
- Ambuja Cements Ltd - India
- Anglo American - United Kingdom
- Vijayanagar Sugar Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Bayan Resources Tbk. - Indonesia
- SN Aboitiz Power Inc, Philippines
- International Coal Ventures Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Sical Logistics Limited - India
- Makarim & Taira - Indonesia
- Bukit Makmur.PT - Indonesia
- Directorate Of Revenue Intelligence - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Global Coal Blending Company Limited - Australia
- India Bulls Power Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Coastal Gujarat Power Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Ministry of Mines - Canada
- Billiton Holdings Pty Ltd - Australia
- Jaiprakash Power Ventures ltd
- Leighton Contractors Pty Ltd - Australia
- Bukit Baiduri Energy - Indonesia
- Africa Commodities Group - South Africa
- MS Steel International - UAE
- Aditya Birla Group - India
- Lanco Infratech Ltd - India
- Mercator Lines Limited - India
- Commonwealth Bank - Australia
- Banpu Public Company Limited - Thailand
- Wood Mackenzie - Singapore
- GMR Energy Limited - India
- Kaltim Prima Coal - Indonesia
- Vizag Seaport Private Limited - India
- Samtan Co., Ltd - South Korea
- Global Business Power Corporation, Philippines
- Tamil Nadu electricity Board
- Economic Council, Georgia
- Trasteel International SA, Italy
- Malabar Cements Ltd - India
- Metalloyd Limited - United Kingdom
- PowerSource Philippines DevCo
- Bhoruka Overseas - Indonesia
- Energy Development Corp, Philippines
- Heidelberg Cement - Germany
- Oldendorff Carriers - Singapore
- Coal and Oil Company - UAE
- Chamber of Mines of South Africa
- Alfred C Toepfer International GmbH - Germany
- Indian Energy Exchange, India
- Dalmia Cement Bharat India
- Posco Energy - South Korea
- Bulk Trading Sa - Switzerland
- ICICI Bank Limited - India
- Sojitz Corporation - Japan
- Bhatia International Limited - India
- Merrill Lynch Commodities Europe
- Rashtriya Ispat Nigam Limited - India
- Georgia Ports Authority, United States
- Aboitiz Power Corporation - Philippines
- European Bulk Services B.V. - Netherlands
- Salva Resources Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- Thiess Contractors Indonesia
- Baramulti Group, Indonesia
- South Luzon Thermal Energy Corporation
- Sakthi Sugars Limited - India
- Marubeni Corporation - India
- Toyota Tsusho Corporation, Japan
- Essar Steel Hazira Ltd - India
- Simpson Spence & Young - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Sindya Power Generating Company Private Ltd
- CNBM International Corporation - China
- Eastern Energy - Thailand
- TNB Fuel Sdn Bhd - Malaysia
- Independent Power Producers Association of India
- Carbofer General Trading SA - India
- Kohat Cement Company Ltd. - Pakistan
- Miang Besar Coal Terminal - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Barasentosa Lestari - Indonesia
- CIMB Investment Bank - Malaysia
- Riau Bara Harum - Indonesia
- Sarangani Energy Corporation, Philippines
- Therma Luzon, Inc, Philippines
- Indogreen Group - Indonesia
- The University of Queensland
- TeaM Sual Corporation - Philippines
- Uttam Galva Steels Limited - India
- White Energy Company Limited
- Kideco Jaya Agung - Indonesia
- Ministry of Finance - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Maheswari Brothers Coal Limited - India
- Madhucon Powers Ltd - India
- Mercuria Energy - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Electricity Generating Authority of Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- San Jose City I Power Corp, Philippines
- Parry Sugars Refinery, India
- AsiaOL BioFuels Corp., Philippines
- Eastern Coal Council - USA
- ASAPP Information Group - India
- Indonesian Coal Mining Association
- Kartika Selabumi Mining - Indonesia
- Bhushan Steel Limited - India
- Grasim Industreis Ltd - India
- GAC Shipping (India) Pvt Ltd
- Bharathi Cement Corporation - India
- Xindia Steels Limited - India
- Medco Energi Mining Internasional
- Romanian Commodities Exchange
- Energy Link Ltd, New Zealand
- IHS Mccloskey Coal Group - USA
- Indika Energy - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Star Paper Mills Limited - India
- Thai Mozambique Logistica
- McConnell Dowell - Australia
- Australian Commodity Traders Exchange
- Holcim Trading Pte Ltd - Singapore
- Siam City Cement PLC, Thailand
- Renaissance Capital - South Africa
- Meralco Power Generation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indian Oil Corporation Limited
- Agrawal Coal Company - India
- Jindal Steel & Power Ltd - India
- Kepco SPC Power Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- SMC Global Power, Philippines
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