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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, 25 March 20
MARKET INSIGHT - INTERMODAL
There is no doubt that the Covid-19 pandemic crisis is a world-shattering event that will change the world as we know it. Societies are facing chal ...
Wednesday, 25 March 20
INDONESIA TO CANCEL RULES REQUIRING DOMESTIC SHIPS FOR COAL, PALM EXPORTS : REFINITIV
Indonesia's government will revoke rules requiring exporters of coal and palm oil to use domestic shipping companies for shipments, Coordinatin ...
Wednesday, 25 March 20
JAN-FEB 2020, INDONESIA SHIPPED 64.5 MLN TONNES OF COAL, UP +3.4% YOY - BANCHERO COSTA
In the 12 months of calendar 2019, Indonesia exported 386.4 mln tonnes of coal, according to vessel tracking data from Refinitiv. This represents a ...
Tuesday, 24 March 20
MARKET ANALYSIS - ALLIED
As countries around the world struggle to take back control of the ongoing COVID-19 pandemic the global economy shuts down bit by bit, leaving only ...
Tuesday, 24 March 20
THE TRIPLE SHOCK OF CORONAVIRUS IN SHIPPING: WILL IT LAST? - DREWRY
Transport capacity shortages, disruptions to supply chains and inability to plan since late January have been a dangerous combination. But will all ...
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- Bahari Cakrawala Sebuku - Indonesia
- New Zealand Coal & Carbon
- Billiton Holdings Pty Ltd - Australia
- Antam Resourcindo - Indonesia
- Barasentosa Lestari - Indonesia
- Indian Energy Exchange, India
- Eastern Coal Council - USA
- Maharashtra Electricity Regulatory Commission - India
- Indogreen Group - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- GAC Shipping (India) Pvt Ltd
- Makarim & Taira - Indonesia
- Metalloyd Limited - United Kingdom
- Ministry of Mines - Canada
- Mercator Lines Limited - India
- Simpson Spence & Young - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Energy Link Ltd, New Zealand
- Dalmia Cement Bharat India
- Sakthi Sugars Limited - India
- Bulk Trading Sa - Switzerland
- International Coal Ventures Pvt Ltd - India
- MS Steel International - UAE
- Vedanta Resources Plc - India
- Directorate Of Revenue Intelligence - India
- Riau Bara Harum - Indonesia
- Coalindo Energy - Indonesia
- Commonwealth Bank - Australia
- Pendopo Energi Batubara - Indonesia
- SN Aboitiz Power Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Edison Trading Spa - Italy
- Semirara Mining Corp, Philippines
- Toyota Tsusho Corporation, Japan
- Samtan Co., Ltd - South Korea
- Bank of Tokyo Mitsubishi UFJ Ltd
- Oldendorff Carriers - Singapore
- White Energy Company Limited
- Timah Investasi Mineral - Indoneisa
- Rashtriya Ispat Nigam Limited - India
- Vizag Seaport Private Limited - India
- SMG Consultants - Indonesia
- Siam City Cement PLC, Thailand
- Larsen & Toubro Limited - India
- Mintek Dendrill Indonesia
- South Luzon Thermal Energy Corporation
- Uttam Galva Steels Limited - India
- Banpu Public Company Limited - Thailand
- CIMB Investment Bank - Malaysia
- Binh Thuan Hamico - Vietnam
- Siam City Cement - Thailand
- Goldman Sachs - Singapore
- PetroVietnam Power Coal Import and Supply Company
- Gujarat Sidhee Cement - India
- Petron Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Orica Australia Pty. Ltd.
- Bhoruka Overseas - Indonesia
- Eastern Energy - Thailand
- Aboitiz Power Corporation - Philippines
- Kideco Jaya Agung - Indonesia
- Africa Commodities Group - South Africa
- Central Electricity Authority - India
- Bukit Asam (Persero) Tbk - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Georgia Ports Authority, United States
- Singapore Mercantile Exchange
- Minerals Council of Australia
- Global Coal Blending Company Limited - Australia
- Heidelberg Cement - Germany
- Straits Asia Resources Limited - Singapore
- Kapuas Tunggal Persada - Indonesia
- GVK Power & Infra Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Marubeni Corporation - India
- Maheswari Brothers Coal Limited - India
- The State Trading Corporation of India Ltd
- Kaltim Prima Coal - Indonesia
- Attock Cement Pakistan Limited
- Grasim Industreis Ltd - India
- Essar Steel Hazira Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- ICICI Bank Limited - India
- Asmin Koalindo Tuhup - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Energy Development Corp, Philippines
- Anglo American - United Kingdom
- Economic Council, Georgia
- Malabar Cements Ltd - India
- Star Paper Mills Limited - India
- Posco Energy - South Korea
- Romanian Commodities Exchange
- VISA Power Limited - India
- Interocean Group of Companies - India
- Salva Resources Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Gujarat Electricity Regulatory Commission - India
- Merrill Lynch Commodities Europe
- PNOC Exploration Corporation - Philippines
- Globalindo Alam Lestari - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Intertek Mineral Services - Indonesia
- PowerSource Philippines DevCo
- Kalimantan Lumbung Energi - Indonesia
- Bukit Makmur.PT - Indonesia
- Jaiprakash Power Ventures ltd
- McConnell Dowell - Australia
- Thai Mozambique Logistica
- Bharathi Cement Corporation - India
- Coastal Gujarat Power Limited - India
- Global Business Power Corporation, Philippines
- Electricity Generating Authority of Thailand
- Krishnapatnam Port Company Ltd. - India
- Rio Tinto Coal - Australia
- Mjunction Services Limited - India
- Karaikal Port Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- IHS Mccloskey Coal Group - USA
- The University of Queensland
- Madhucon Powers Ltd - India
- Bhatia International Limited - India
- Wood Mackenzie - Singapore
- Bayan Resources Tbk. - Indonesia
- Holcim Trading Pte Ltd - Singapore
- OPG Power Generation Pvt Ltd - India
- Ministry of Finance - Indonesia
- Iligan Light & Power Inc, Philippines
- Savvy Resources Ltd - HongKong
- CNBM International Corporation - China
- Ministry of Transport, Egypt
- Ceylon Electricity Board - Sri Lanka
- Carbofer General Trading SA - India
- Xindia Steels Limited - India
- Manunggal Multi Energi - Indonesia
- GMR Energy Limited - India
- ASAPP Information Group - India
- Cement Manufacturers Association - India
- Therma Luzon, Inc, Philippines
- Bhushan Steel Limited - India
- Australian Commodity Traders Exchange
- The Treasury - Australian Government
- TeaM Sual Corporation - Philippines
- San Jose City I Power Corp, Philippines
- Wilmar Investment Holdings
- Deloitte Consulting - India
- Altura Mining Limited, Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Planning Commission, India
- GN Power Mariveles Coal Plant, Philippines
- Power Finance Corporation Ltd., India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ind-Barath Power Infra Limited - India
- Port Waratah Coal Services - Australia
- Kepco SPC Power Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Lanco Infratech Ltd - India
- India Bulls Power Limited - India
- Borneo Indobara - Indonesia
- Chamber of Mines of South Africa
- Karbindo Abesyapradhi - Indoneisa
- Vijayanagar Sugar Pvt Ltd - India
- Sojitz Corporation - Japan
- Meralco Power Generation, Philippines
- Renaissance Capital - South Africa
- Orica Mining Services - Indonesia
- Parliament of New Zealand
- Sarangani Energy Corporation, Philippines
- Mercuria Energy - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bangladesh Power Developement Board
- Sical Logistics Limited - India
- Agrawal Coal Company - India
- Global Green Power PLC Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Semirara Mining and Power Corporation, Philippines
- Parry Sugars Refinery, India
- Neyveli Lignite Corporation Ltd, - India
- Australian Coal Association
- Electricity Authority, New Zealand
- Tamil Nadu electricity Board
- Indian Oil Corporation Limited
- Baramulti Group, Indonesia
- Chettinad Cement Corporation Ltd - India
- Thiess Contractors Indonesia
- Alfred C Toepfer International GmbH - Germany
- London Commodity Brokers - England
- Aditya Birla Group - India
- Kartika Selabumi Mining - Indonesia
- Formosa Plastics Group - Taiwan
- Latin American Coal - Colombia
- PTC India Limited - India
- Indika Energy - Indonesia
- Coal and Oil Company - UAE
- SMC Global Power, Philippines
- Standard Chartered Bank - UAE
- Medco Energi Mining Internasional
- Indo Tambangraya Megah - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Sindya Power Generating Company Private Ltd
- Tata Chemicals Ltd - India
- European Bulk Services B.V. - Netherlands
- Petrochimia International Co. Ltd.- Taiwan
- Miang Besar Coal Terminal - Indonesia
- Central Java Power - Indonesia
- Videocon Industries ltd - India
- Trasteel International SA, Italy
- Price Waterhouse Coopers - Russia
- Independent Power Producers Association of India
- Meenaskhi Energy Private Limited - India
- Bukit Baiduri Energy - Indonesia
- Indonesian Coal Mining Association
- LBH Netherlands Bv - Netherlands
- Kumho Petrochemical, South Korea
- Ambuja Cements Ltd - India
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