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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, 20 March 20
VOLATILITY TO INCREASE IN TANKER MARKET FOLLOWING OIL PRICE WAR - DREWRY
Crude oil prices plunged by more than a third in the past week after OPEC+ failed to agree on production cut as demand softened in the aftermath of ...
Friday, 20 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 ...
Friday, 20 March 20
OIL PRICES COULD FALL BELOW ZERO: ANALYST - FOX BUSINESS
Plunging oil prices could be headed a lot lower – possibly below zero, according to one Wall Street analyst.
West Texas Interm ...
Friday, 20 March 20
84% OF FEBRUARY BUNKER SALES IN SINGAPORE ARE LOW-SULPHUR FUELS - BIMCO
Low-sulphur fuels accounted for 84% of total February sales in Singapore, slightly up from 83% in January. The sale of low-sulphur fuel oil (LSFO) ...
Thursday, 19 March 20
A CRUDE TSUNAMI: UP TO 3 MILLION BPD OF EXTRA OIL CAN HIT THE MARKET FROM APRIL, MORE COMING IN MAY - RYSTAD ENERGY
The extra oil coming into the global market from April will be as much as 3 million barrels per day (bpd), Rystad Energy estimates. Two million bpd ...
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- Meralco Power Generation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Kobexindo Tractors - Indoneisa
- Tata Chemicals Ltd - India
- Sojitz Corporation - Japan
- Wilmar Investment Holdings
- Indonesian Coal Mining Association
- Deloitte Consulting - India
- Cement Manufacturers Association - India
- PetroVietnam Power Coal Import and Supply Company
- Ministry of Mines - Canada
- Power Finance Corporation Ltd., India
- Neyveli Lignite Corporation Ltd, - India
- Gujarat Sidhee Cement - India
- Siam City Cement PLC, Thailand
- Indo Tambangraya Megah - Indonesia
- Ambuja Cements Ltd - India
- Goldman Sachs - Singapore
- Singapore Mercantile Exchange
- Antam Resourcindo - Indonesia
- CNBM International Corporation - China
- Latin American Coal - Colombia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Coalindo Energy - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Kepco SPC Power Corporation, Philippines
- Bhushan Steel Limited - India
- OPG Power Generation Pvt Ltd - India
- Bangladesh Power Developement Board
- Energy Development Corp, Philippines
- Eastern Coal Council - USA
- Kalimantan Lumbung Energi - Indonesia
- PowerSource Philippines DevCo
- Port Waratah Coal Services - Australia
- International Coal Ventures Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Medco Energi Mining Internasional
- Aboitiz Power Corporation - Philippines
- Asmin Koalindo Tuhup - Indonesia
- Indika Energy - Indonesia
- Trasteel International SA, Italy
- Xindia Steels Limited - India
- Standard Chartered Bank - UAE
- Kohat Cement Company Ltd. - Pakistan
- Jaiprakash Power Ventures ltd
- Renaissance Capital - South Africa
- ASAPP Information Group - India
- Kapuas Tunggal Persada - Indonesia
- Planning Commission, India
- Altura Mining Limited, Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Kideco Jaya Agung - Indonesia
- IHS Mccloskey Coal Group - USA
- Mintek Dendrill Indonesia
- Coastal Gujarat Power Limited - India
- Ministry of Finance - Indonesia
- Binh Thuan Hamico - Vietnam
- Rashtriya Ispat Nigam Limited - India
- Sakthi Sugars Limited - India
- Videocon Industries ltd - India
- Posco Energy - South Korea
- Australian Commodity Traders Exchange
- Global Coal Blending Company Limited - Australia
- Kartika Selabumi Mining - Indonesia
- Independent Power Producers Association of India
- Edison Trading Spa - Italy
- Leighton Contractors Pty Ltd - Australia
- Parry Sugars Refinery, India
- Iligan Light & Power Inc, Philippines
- New Zealand Coal & Carbon
- Bhoruka Overseas - Indonesia
- Riau Bara Harum - Indonesia
- Ind-Barath Power Infra Limited - India
- Bukit Makmur.PT - Indonesia
- Barasentosa Lestari - Indonesia
- Indogreen Group - Indonesia
- Vizag Seaport Private Limited - India
- Indian Energy Exchange, India
- The Treasury - Australian Government
- Cigading International Bulk Terminal - Indonesia
- Australian Coal Association
- Metalloyd Limited - United Kingdom
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- TeaM Sual Corporation - Philippines
- SMC Global Power, Philippines
- Aditya Birla Group - India
- Salva Resources Pvt Ltd - India
- London Commodity Brokers - England
- South Luzon Thermal Energy Corporation
- LBH Netherlands Bv - Netherlands
- PNOC Exploration Corporation - Philippines
- Electricity Generating Authority of Thailand
- Essar Steel Hazira Ltd - India
- European Bulk Services B.V. - Netherlands
- Interocean Group of Companies - India
- Minerals Council of Australia
- The State Trading Corporation of India Ltd
- Globalindo Alam Lestari - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Chamber of Mines of South Africa
- Bukit Baiduri Energy - Indonesia
- VISA Power Limited - India
- Ministry of Transport, Egypt
- IEA Clean Coal Centre - UK
- Agrawal Coal Company - India
- White Energy Company Limited
- Semirara Mining Corp, Philippines
- Mjunction Services Limited - India
- McConnell Dowell - Australia
- Maheswari Brothers Coal Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Bhatia International Limited - India
- Parliament of New Zealand
- Malabar Cements Ltd - India
- Global Green Power PLC Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Wood Mackenzie - Singapore
- Tamil Nadu electricity Board
- Directorate General of MIneral and Coal - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Central Java Power - Indonesia
- Anglo American - United Kingdom
- Bayan Resources Tbk. - Indonesia
- Uttam Galva Steels Limited - India
- Sinarmas Energy and Mining - Indonesia
- Electricity Authority, New Zealand
- Coal and Oil Company - UAE
- Samtan Co., Ltd - South Korea
- Eastern Energy - Thailand
- The University of Queensland
- Intertek Mineral Services - Indonesia
- Attock Cement Pakistan Limited
- Siam City Cement - Thailand
- Makarim & Taira - Indonesia
- Bulk Trading Sa - Switzerland
- Petrochimia International Co. Ltd.- Taiwan
- Economic Council, Georgia
- Simpson Spence & Young - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Global Business Power Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- GVK Power & Infra Limited - India
- Carbofer General Trading SA - India
- Oldendorff Carriers - Singapore
- Directorate Of Revenue Intelligence - India
- Energy Link Ltd, New Zealand
- Lanco Infratech Ltd - India
- San Jose City I Power Corp, Philippines
- Georgia Ports Authority, United States
- Price Waterhouse Coopers - Russia
- ICICI Bank Limited - India
- Sical Logistics Limited - India
- GAC Shipping (India) Pvt Ltd
- Sree Jayajothi Cements Limited - India
- Bharathi Cement Corporation - India
- Banpu Public Company Limited - Thailand
- Timah Investasi Mineral - Indoneisa
- Pendopo Energi Batubara - Indonesia
- GMR Energy Limited - India
- Dalmia Cement Bharat India
- Africa Commodities Group - South Africa
- Bahari Cakrawala Sebuku - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Madhucon Powers Ltd - India
- CIMB Investment Bank - Malaysia
- Petron Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- MS Steel International - UAE
- Orica Australia Pty. Ltd.
- Kumho Petrochemical, South Korea
- Grasim Industreis Ltd - India
- Formosa Plastics Group - Taiwan
- PTC India Limited - India
- Marubeni Corporation - India
- Semirara Mining and Power Corporation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Karbindo Abesyapradhi - Indoneisa
- Commonwealth Bank - Australia
- Billiton Holdings Pty Ltd - Australia
- Romanian Commodities Exchange
- India Bulls Power Limited - India
- Borneo Indobara - Indonesia
- Sarangani Energy Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- SN Aboitiz Power Inc, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Larsen & Toubro Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Baramulti Group, Indonesia
- Mercator Lines Limited - India
- Gujarat Electricity Regulatory Commission - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Karaikal Port Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- Therma Luzon, Inc, Philippines
- Heidelberg Cement - Germany
- Central Electricity Authority - India
- Star Paper Mills Limited - India
- Mercuria Energy - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Rio Tinto Coal - Australia
- Sindya Power Generating Company Private Ltd
- Merrill Lynch Commodities Europe
- Manunggal Multi Energi - Indonesia
- SMG Consultants - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Chettinad Cement Corporation Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Vedanta Resources Plc - India
- Indian Oil Corporation Limited
- Straits Asia Resources Limited - Singapore
- Thiess Contractors Indonesia
- Thai Mozambique Logistica
- Jindal Steel & Power Ltd - India
- Orica Mining Services - Indonesia
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