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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, 17 March 20
IT IS NOW UNQUESTIONABLE THAT 2020 WILL BE A MILESTONE YEAR FOR THE OIL MARKET, AS WELL AS THE WHOLE GLOBAL ECONOMY - ALLIED
It is now unquestionable that 2020 will be a milestone year for the oil market, as well as the whole global economy. The impact from the COVID-19 o ...
Tuesday, 17 March 20
PRELIMINARY FIELD EXPERIENCES ON THE EFFECTS OF LSFO AND VLSFO ON CYLINDER CONDITION - HANS JENSEN LUBRICATORS
It is now more than two months since the 0.5% sulphur cap entered into force, which have affected the operation of more than 70,000 vessels. As ant ...
Monday, 16 March 20
ULTRAMAX: S8 INDONESIA-INDIA AND S10 INDONESIA-CHINA ROUTES BOTH POSTED GAINS OF $1,412, AND $1,289 ON THE WEEK, TO CLOSE AT $5,575, AND $6,089 RESPECTIVELY - BALTIC BRIEFING
Capesize
The Capesize market came to work on Monday, with little expectation, or confidence, that the days ahead were going to bring anything o ...
Sunday, 15 March 20
CAPTIVE COAL OUTPUT RISES 19% IN APRIL-FEBRUARY - FINANCIAL EXPRESS
Coal production from captive mines in the first eleven months of the ongoing fiscal have increased by 18.8% year-on-year (y-o-y) to 51.7 million to ...
Friday, 13 March 20
PANAMAX: SLIGHTLY STRONGER NUMBERS IN BOTH BASINS THIS WEEK - FEARNLEYS
Cape
Still very sad times for the big ships, and merit in further trading at present levels is highly debatable for most tonnage. Spot fixtures ...
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- Edison Trading Spa - Italy
- Bahari Cakrawala Sebuku - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Mintek Dendrill Indonesia
- GVK Power & Infra Limited - India
- SMC Global Power, Philippines
- Australian Coal Association
- Bukit Asam (Persero) Tbk - Indonesia
- Eastern Coal Council - USA
- Sindya Power Generating Company Private Ltd
- Ministry of Mines - Canada
- VISA Power Limited - India
- SN Aboitiz Power Inc, Philippines
- Directorate Of Revenue Intelligence - India
- Siam City Cement PLC, Thailand
- GN Power Mariveles Coal Plant, Philippines
- Indian Oil Corporation Limited
- Energy Link Ltd, New Zealand
- TeaM Sual Corporation - Philippines
- Straits Asia Resources Limited - Singapore
- Central Electricity Authority - India
- Jindal Steel & Power Ltd - India
- Coalindo Energy - Indonesia
- Independent Power Producers Association of India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Energy Development Corp, Philippines
- Indika Energy - Indonesia
- Madhucon Powers Ltd - India
- Mercuria Energy - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Bhoruka Overseas - Indonesia
- ICICI Bank Limited - India
- Vizag Seaport Private Limited - India
- Ministry of Finance - Indonesia
- CIMB Investment Bank - Malaysia
- Malabar Cements Ltd - India
- Rio Tinto Coal - Australia
- Borneo Indobara - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Baramulti Group, Indonesia
- McConnell Dowell - Australia
- Intertek Mineral Services - Indonesia
- Africa Commodities Group - South Africa
- Antam Resourcindo - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Sojitz Corporation - Japan
- Carbofer General Trading SA - India
- Chamber of Mines of South Africa
- Anglo American - United Kingdom
- Wood Mackenzie - Singapore
- Aditya Birla Group - India
- Rashtriya Ispat Nigam Limited - India
- Orica Australia Pty. Ltd.
- Karbindo Abesyapradhi - Indoneisa
- MS Steel International - UAE
- Vedanta Resources Plc - India
- Salva Resources Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Economic Council, Georgia
- London Commodity Brokers - England
- PetroVietnam Power Coal Import and Supply Company
- GMR Energy Limited - India
- Petron Corporation, Philippines
- Latin American Coal - Colombia
- Agrawal Coal Company - India
- The Treasury - Australian Government
- Kobexindo Tractors - Indoneisa
- Uttam Galva Steels Limited - India
- Globalindo Alam Lestari - Indonesia
- Posco Energy - South Korea
- Global Business Power Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- Jorong Barutama Greston.PT - Indonesia
- Port Waratah Coal Services - Australia
- Indo Tambangraya Megah - Indonesia
- Romanian Commodities Exchange
- Larsen & Toubro Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Wilmar Investment Holdings
- Singapore Mercantile Exchange
- Therma Luzon, Inc, Philippines
- Toyota Tsusho Corporation, Japan
- Georgia Ports Authority, United States
- Minerals Council of Australia
- Chettinad Cement Corporation Ltd - India
- Videocon Industries ltd - India
- White Energy Company Limited
- Kalimantan Lumbung Energi - Indonesia
- Australian Commodity Traders Exchange
- Sarangani Energy Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indonesian Coal Mining Association
- Deloitte Consulting - India
- South Luzon Thermal Energy Corporation
- International Coal Ventures Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Vijayanagar Sugar Pvt Ltd - India
- Standard Chartered Bank - UAE
- Krishnapatnam Port Company Ltd. - India
- Riau Bara Harum - Indonesia
- Eastern Energy - Thailand
- IHS Mccloskey Coal Group - USA
- Billiton Holdings Pty Ltd - Australia
- Simpson Spence & Young - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Star Paper Mills Limited - India
- Bhushan Steel Limited - India
- Siam City Cement - Thailand
- Petrochimia International Co. Ltd.- Taiwan
- Dalmia Cement Bharat India
- Oldendorff Carriers - Singapore
- Offshore Bulk Terminal Pte Ltd, Singapore
- Thai Mozambique Logistica
- Power Finance Corporation Ltd., India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- GAC Shipping (India) Pvt Ltd
- SMG Consultants - Indonesia
- Kaltim Prima Coal - Indonesia
- Merrill Lynch Commodities Europe
- IEA Clean Coal Centre - UK
- Metalloyd Limited - United Kingdom
- Sree Jayajothi Cements Limited - India
- Xindia Steels Limited - India
- Interocean Group of Companies - India
- Pendopo Energi Batubara - Indonesia
- PTC India Limited - India
- Cement Manufacturers Association - India
- Sical Logistics Limited - India
- Ministry of Transport, Egypt
- Marubeni Corporation - India
- Semirara Mining and Power Corporation, Philippines
- The State Trading Corporation of India Ltd
- AsiaOL BioFuels Corp., Philippines
- Attock Cement Pakistan Limited
- The University of Queensland
- Trasteel International SA, Italy
- Meenaskhi Energy Private Limited - India
- Commonwealth Bank - Australia
- TNB Fuel Sdn Bhd - Malaysia
- Kepco SPC Power Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Goldman Sachs - Singapore
- Indian Energy Exchange, India
- Semirara Mining Corp, Philippines
- Formosa Plastics Group - Taiwan
- European Bulk Services B.V. - Netherlands
- Jaiprakash Power Ventures ltd
- Holcim Trading Pte Ltd - Singapore
- Tata Chemicals Ltd - India
- Coal and Oil Company - UAE
- Binh Thuan Hamico - Vietnam
- India Bulls Power Limited - India
- Global Green Power PLC Corporation, Philippines
- Parry Sugars Refinery, India
- Coastal Gujarat Power Limited - India
- Karaikal Port Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Manunggal Multi Energi - Indonesia
- Mercator Lines Limited - India
- Meralco Power Generation, Philippines
- Electricity Generating Authority of Thailand
- OPG Power Generation Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- Mjunction Services Limited - India
- Grasim Industreis Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Bhatia International Limited - India
- Thiess Contractors Indonesia
- Kumho Petrochemical, South Korea
- Gujarat Sidhee Cement - India
- PowerSource Philippines DevCo
- Essar Steel Hazira Ltd - India
- San Jose City I Power Corp, Philippines
- Ind-Barath Power Infra Limited - India
- Iligan Light & Power Inc, Philippines
- Bukit Baiduri Energy - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Bayan Resources Tbk. - Indonesia
- LBH Netherlands Bv - Netherlands
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ambuja Cements Ltd - India
- Medco Energi Mining Internasional
- Heidelberg Cement - Germany
- Planning Commission, India
- Altura Mining Limited, Indonesia
- PNOC Exploration Corporation - Philippines
- Samtan Co., Ltd - South Korea
- Bharathi Cement Corporation - India
- Bangladesh Power Developement Board
- Parliament of New Zealand
- Price Waterhouse Coopers - Russia
- Indogreen Group - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Sakthi Sugars Limited - India
- Orica Mining Services - Indonesia
- Bulk Trading Sa - Switzerland
- Lanco Infratech Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Makarim & Taira - Indonesia
- New Zealand Coal & Carbon
- Central Java Power - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Banpu Public Company Limited - Thailand
- Renaissance Capital - South Africa
- ASAPP Information Group - India
- Savvy Resources Ltd - HongKong
- Global Coal Blending Company Limited - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Timah Investasi Mineral - Indoneisa
- Alfred C Toepfer International GmbH - Germany
- Kartika Selabumi Mining - Indonesia
- Electricity Authority, New Zealand
- CNBM International Corporation - China
- Tamil Nadu electricity Board
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