We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Friday, 13 March 20
TOP 4 ACCOUNTING CONSIDERATIONS AFTER THE IMPLEMENTATION OF IMO 2020 - PWC
To install or not to install?
Following the IMO 2020 global low sulphur cap for marine fuel effective since 1 January 2020, many shi ...
Friday, 13 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, 13 March 20
KOREA SOUTH-EAST POWER INVITED BIDS FOR 390,000 MT OF THERMAL COAL FOR MAY-JUNE 2020 LOADING
COALspot.com: Korea South-East Power Co., Ltd. (KOEN), has issued an international tender for total 390,000 Metric Tons of coal for May & June ...
Thursday, 12 March 20
INDIA 2019 THERMAL COAL IMPORTS RISE 12.6% TO NEARLY 200 MILLION TONNES - REUTERS
India’s thermal coal imports rose 12.6% to nearly 200 million tonnes in 2019, government data reviewed by Reuters showed, reflecting the seco ...
Wednesday, 11 March 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX UP 0.07 PCT - XINHUA
China Taiyuan coal transaction price index stood at 133.16 points Monday, up 0.07 percent week on week.
The index, released by China ...
|
|
|
Showing 1071 to 1075 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Singapore Mercantile Exchange
- Uttam Galva Steels Limited - India
- Kobexindo Tractors - Indoneisa
- PowerSource Philippines DevCo
- Bulk Trading Sa - Switzerland
- Mintek Dendrill Indonesia
- Timah Investasi Mineral - Indoneisa
- Meralco Power Generation, Philippines
- Indika Energy - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- TeaM Sual Corporation - Philippines
- Gujarat Sidhee Cement - India
- ICICI Bank Limited - India
- CIMB Investment Bank - Malaysia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Dalmia Cement Bharat India
- Orica Mining Services - Indonesia
- Latin American Coal - Colombia
- Malabar Cements Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- MS Steel International - UAE
- Power Finance Corporation Ltd., India
- Africa Commodities Group - South Africa
- Merrill Lynch Commodities Europe
- Parry Sugars Refinery, India
- TNB Fuel Sdn Bhd - Malaysia
- Indian Oil Corporation Limited
- Siam City Cement PLC, Thailand
- Semirara Mining and Power Corporation, Philippines
- Larsen & Toubro Limited - India
- Salva Resources Pvt Ltd - India
- Oldendorff Carriers - Singapore
- Lanco Infratech Ltd - India
- Barasentosa Lestari - Indonesia
- Georgia Ports Authority, United States
- San Jose City I Power Corp, Philippines
- Indogreen Group - Indonesia
- Indian Energy Exchange, India
- Baramulti Group, Indonesia
- Borneo Indobara - Indonesia
- The Treasury - Australian Government
- Neyveli Lignite Corporation Ltd, - India
- Marubeni Corporation - India
- Sojitz Corporation - Japan
- IHS Mccloskey Coal Group - USA
- Jaiprakash Power Ventures ltd
- Coal and Oil Company - UAE
- Planning Commission, India
- Deloitte Consulting - India
- Carbofer General Trading SA - India
- Ind-Barath Power Infra Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Xindia Steels Limited - India
- Jindal Steel & Power Ltd - India
- PNOC Exploration Corporation - Philippines
- Electricity Authority, New Zealand
- Attock Cement Pakistan Limited
- LBH Netherlands Bv - Netherlands
- Metalloyd Limited - United Kingdom
- White Energy Company Limited
- South Luzon Thermal Energy Corporation
- Bank of Tokyo Mitsubishi UFJ Ltd
- Formosa Plastics Group - Taiwan
- Vedanta Resources Plc - India
- Krishnapatnam Port Company Ltd. - India
- GMR Energy Limited - India
- Global Coal Blending Company Limited - Australia
- Binh Thuan Hamico - Vietnam
- Straits Asia Resources Limited - Singapore
- Gujarat Electricity Regulatory Commission - India
- Tamil Nadu electricity Board
- Bhoruka Overseas - Indonesia
- Aditya Birla Group - India
- Maharashtra Electricity Regulatory Commission - India
- Central Java Power - Indonesia
- Indo Tambangraya Megah - Indonesia
- Globalindo Alam Lestari - Indonesia
- Makarim & Taira - Indonesia
- Videocon Industries ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bangladesh Power Developement Board
- Intertek Mineral Services - Indonesia
- Savvy Resources Ltd - HongKong
- Thiess Contractors Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Central Electricity Authority - India
- Independent Power Producers Association of India
- Goldman Sachs - Singapore
- Energy Link Ltd, New Zealand
- Posco Energy - South Korea
- Edison Trading Spa - Italy
- CNBM International Corporation - China
- SN Aboitiz Power Inc, Philippines
- Bhushan Steel Limited - India
- Energy Development Corp, Philippines
- Economic Council, Georgia
- Alfred C Toepfer International GmbH - Germany
- Sakthi Sugars Limited - India
- Australian Coal Association
- Global Business Power Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Rio Tinto Coal - Australia
- London Commodity Brokers - England
- Semirara Mining Corp, Philippines
- Medco Energi Mining Internasional
- Ceylon Electricity Board - Sri Lanka
- Essar Steel Hazira Ltd - India
- Port Waratah Coal Services - Australia
- Romanian Commodities Exchange
- Global Green Power PLC Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- PTC India Limited - India
- Chamber of Mines of South Africa
- India Bulls Power Limited - India
- Thai Mozambique Logistica
- Trasteel International SA, Italy
- Bahari Cakrawala Sebuku - Indonesia
- Bukit Makmur.PT - Indonesia
- New Zealand Coal & Carbon
- IEA Clean Coal Centre - UK
- Sindya Power Generating Company Private Ltd
- Billiton Holdings Pty Ltd - Australia
- Minerals Council of Australia
- Eastern Coal Council - USA
- Interocean Group of Companies - India
- Price Waterhouse Coopers - Russia
- Wood Mackenzie - Singapore
- Orica Australia Pty. Ltd.
- Therma Luzon, Inc, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Antam Resourcindo - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Sree Jayajothi Cements Limited - India
- Grasim Industreis Ltd - India
- McConnell Dowell - Australia
- Directorate Of Revenue Intelligence - India
- Iligan Light & Power Inc, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- OPG Power Generation Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- SMC Global Power, Philippines
- Chettinad Cement Corporation Ltd - India
- Agrawal Coal Company - India
- Bukit Baiduri Energy - Indonesia
- Indonesian Coal Mining Association
- Petron Corporation, Philippines
- Wilmar Investment Holdings
- International Coal Ventures Pvt Ltd - India
- Kumho Petrochemical, South Korea
- GVK Power & Infra Limited - India
- Mjunction Services Limited - India
- Parliament of New Zealand
- Directorate General of MIneral and Coal - Indonesia
- European Bulk Services B.V. - Netherlands
- Anglo American - United Kingdom
- Electricity Generating Authority of Thailand
- The University of Queensland
- Ministry of Mines - Canada
- Bhatia International Limited - India
- SMG Consultants - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Riau Bara Harum - Indonesia
- Renaissance Capital - South Africa
- Sical Logistics Limited - India
- Altura Mining Limited, Indonesia
- Bharathi Cement Corporation - India
- Kartika Selabumi Mining - Indonesia
- Aboitiz Power Corporation - Philippines
- Miang Besar Coal Terminal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- VISA Power Limited - India
- Simpson Spence & Young - Indonesia
- Pendopo Energi Batubara - Indonesia
- Coastal Gujarat Power Limited - India
- Star Paper Mills Limited - India
- Cigading International Bulk Terminal - Indonesia
- Kepco SPC Power Corporation, Philippines
- Samtan Co., Ltd - South Korea
- PetroVietnam Power Coal Import and Supply Company
- Asmin Koalindo Tuhup - Indonesia
- Karaikal Port Pvt Ltd - India
- ASAPP Information Group - India
- Eastern Energy - Thailand
- Madhucon Powers Ltd - India
- Ambuja Cements Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Tata Chemicals Ltd - India
- Maheswari Brothers Coal Limited - India
- Cement Manufacturers Association - India
- Mercator Lines Limited - India
- Australian Commodity Traders Exchange
- Toyota Tsusho Corporation, Japan
- Ministry of Transport, Egypt
- Standard Chartered Bank - UAE
- Kohat Cement Company Ltd. - Pakistan
- Coalindo Energy - Indonesia
- The State Trading Corporation of India Ltd
- Vizag Seaport Private Limited - India
- Commonwealth Bank - Australia
- Sarangani Energy Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Heidelberg Cement - Germany
- Banpu Public Company Limited - Thailand
- Kapuas Tunggal Persada - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Mercuria Energy - Indonesia
- Meenaskhi Energy Private Limited - India
- Kaltim Prima Coal - Indonesia
- Siam City Cement - Thailand
- Kideco Jaya Agung - Indonesia
- Bayan Resources Tbk. - Indonesia
- Ministry of Finance - Indonesia
- Manunggal Multi Energi - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
|
| |
| |
|
