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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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Thursday, 19 March 20
BIMCO REVISES 2020 FORECAST FOR MAIN SHIPPING MARKETS
The coronavirus pandemic is impacting global shipping demand for 2020 negatively. The speed of the virus spread makes it difficult to assess the fu ...
Thursday, 19 March 20
U.S. COAL EXPORTS DECLINED IN 2019 - EIA
In 2019, U.S. coal exports declined to 93 million short tons (MMst), a 20% decrease from the previous year, according to the U.S. Energy Informatio ...
Thursday, 19 March 20
SOUTH KOREA'S KOSPO INVITED BIDS FOR MIN 3,700 OR MIN 4,200 NCV LOW CALORIFIC VALUE COAL
COALspot.com: Korea Southern Power Co., Ltd. (KOSPO), has issued an international tender for total 160,000 MT (±10%) (80,000 x 2 Panamax) of ...
Wednesday, 18 March 20
DRY BULK: INDONESIAN COAL CARGOES PROVIDING A BIG BOOST IN THE EAST WHERE SENTIMENT FOR HANDIES ALSO STARTED IMPROVING - INTERMODAL
The BDI ended last week with small gains on the back of an encouraging number of cargoes out of key trading regions that helped sustain the reserve ...
Wednesday, 18 March 20
SHIPPING MARKET INSIGHT - INTERMODAL
Despite we all knew about the Covid-19 weeks ago, few could realize the size of the thread until the last few days. The examples of China and Italy ...
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- Bharathi Cement Corporation - India
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- Ambuja Cements Ltd - India
- Kobexindo Tractors - Indoneisa
- Grasim Industreis Ltd - India
- Australian Coal Association
- Marubeni Corporation - India
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- SMC Global Power, Philippines
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- San Jose City I Power Corp, Philippines
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- Directorate General of MIneral and Coal - Indonesia
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- Samtan Co., Ltd - South Korea
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- Thiess Contractors Indonesia
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- European Bulk Services B.V. - Netherlands
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- Planning Commission, India
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- Bukit Makmur.PT - Indonesia
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- Coal and Oil Company - UAE
- Formosa Plastics Group - Taiwan
- Kapuas Tunggal Persada - Indonesia
- Global Business Power Corporation, Philippines
- Borneo Indobara - Indonesia
- Electricity Generating Authority of Thailand
- Ceylon Electricity Board - Sri Lanka
- Aditya Birla Group - India
- ICICI Bank Limited - India
- Central Java Power - Indonesia
- South Luzon Thermal Energy Corporation
- Eastern Coal Council - USA
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- Meralco Power Generation, Philippines
- Sojitz Corporation - Japan
- Sakthi Sugars Limited - India
- CNBM International Corporation - China
- McConnell Dowell - Australia
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- PTC India Limited - India
- Rashtriya Ispat Nigam Limited - India
- Bhatia International Limited - India
- The State Trading Corporation of India Ltd
- Simpson Spence & Young - Indonesia
- Economic Council, Georgia
- Alfred C Toepfer International GmbH - Germany
- Gujarat Electricity Regulatory Commission - India
- Riau Bara Harum - Indonesia
- Global Coal Blending Company Limited - Australia
- Directorate Of Revenue Intelligence - India
- Indian Energy Exchange, India
- Bukit Baiduri Energy - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Ministry of Mines - Canada
- Essar Steel Hazira Ltd - India
- Trasteel International SA, Italy
- Asmin Koalindo Tuhup - Indonesia
- Edison Trading Spa - Italy
- Africa Commodities Group - South Africa
- Georgia Ports Authority, United States
- Carbofer General Trading SA - India
- Leighton Contractors Pty Ltd - Australia
- CIMB Investment Bank - Malaysia
- International Coal Ventures Pvt Ltd - India
- Power Finance Corporation Ltd., India
- GVK Power & Infra Limited - India
- Siam City Cement PLC, Thailand
- Maharashtra Electricity Regulatory Commission - India
- Lanco Infratech Ltd - India
- Sarangani Energy Corporation, Philippines
- Bulk Trading Sa - Switzerland
- Miang Besar Coal Terminal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- VISA Power Limited - India
- Indika Energy - Indonesia
- Ministry of Finance - Indonesia
- Cigading International Bulk Terminal - Indonesia
- The University of Queensland
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- Wilmar Investment Holdings
- LBH Netherlands Bv - Netherlands
- Tamil Nadu electricity Board
- Pipit Mutiara Jaya. PT, Indonesia
- GMR Energy Limited - India
- Star Paper Mills Limited - India
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- Port Waratah Coal Services - Australia
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- Jaiprakash Power Ventures ltd
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- Ministry of Transport, Egypt
- Vijayanagar Sugar Pvt Ltd - India
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- White Energy Company Limited
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- Standard Chartered Bank - UAE
- SN Aboitiz Power Inc, Philippines
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- Anglo American - United Kingdom
- Bhoruka Overseas - Indonesia
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- Deloitte Consulting - India
- Romanian Commodities Exchange
- Altura Mining Limited, Indonesia
- PNOC Exploration Corporation - Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Energy Link Ltd, New Zealand
- Orica Australia Pty. Ltd.
- Renaissance Capital - South Africa
- Tata Chemicals Ltd - India
- Chamber of Mines of South Africa
- IEA Clean Coal Centre - UK
- Kaltim Prima Coal - Indonesia
- Commonwealth Bank - Australia
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- Salva Resources Pvt Ltd - India
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- Kumho Petrochemical, South Korea
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- London Commodity Brokers - England
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