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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, 11 March 20
SHIPPING MARKET INSIGHT - INTERMODAL
On the 4th of September the Baltic Dry Index marked its highest level for 2019, reaching 2,518 points, while the rest of the dry indices also recor ...
Tuesday, 10 March 20
SHIPPING MARKET ANALYSIS
It might be already overstated, but it seems to be important to point out once again how peculiar the current circumstances are.
Before the st ...
Tuesday, 10 March 20
EIA FORECASTS U.S ELECTRIC POWER SECTOR DEMAND FOR COAL WILL FALL BY 81 MMST (15%) IN 2020
EIA forecasts that U.S. coal production will total 595 million short tons (MMst) in 2020, down 95 MMst (14%) from 2019. According to EIA's Shor ...
Tuesday, 10 March 20
CORONAVIRUS: DEMAND DOWNGRADES FOR BULK COMMODITIES - WOOD MACKENZIE
The coronavirus outbreak is a rapidly evolving news story – and a real wildcard for bulks demand. Our global experts are monitoring the impac ...
Tuesday, 10 March 20
CHINA'S COAL-RICH PROVINCE ENSURES ENERGY SUPPLY AMID EPIDEMIC - XINHUA
China’s coal-rich province of Shanxi has seen more than 500 coal mines resume production in February, which ensured energy supply amid the ou ...
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- Minerals Council of Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ministry of Finance - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Directorate Of Revenue Intelligence - India
- Straits Asia Resources Limited - Singapore
- Indian Oil Corporation Limited
- IEA Clean Coal Centre - UK
- Romanian Commodities Exchange
- Indonesian Coal Mining Association
- White Energy Company Limited
- Kumho Petrochemical, South Korea
- TeaM Sual Corporation - Philippines
- Metalloyd Limited - United Kingdom
- Bukit Asam (Persero) Tbk - Indonesia
- ICICI Bank Limited - India
- European Bulk Services B.V. - Netherlands
- San Jose City I Power Corp, Philippines
- Rashtriya Ispat Nigam Limited - India
- Planning Commission, India
- Port Waratah Coal Services - Australia
- Aditya Birla Group - India
- PowerSource Philippines DevCo
- Ministry of Mines - Canada
- Star Paper Mills Limited - India
- Kobexindo Tractors - Indoneisa
- Thiess Contractors Indonesia
- Marubeni Corporation - India
- Indian Energy Exchange, India
- Posco Energy - South Korea
- Mercuria Energy - Indonesia
- Siam City Cement - Thailand
- Vijayanagar Sugar Pvt Ltd - India
- McConnell Dowell - Australia
- Larsen & Toubro Limited - India
- Mintek Dendrill Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Kohat Cement Company Ltd. - Pakistan
- Indogreen Group - Indonesia
- SMC Global Power, Philippines
- Madhucon Powers Ltd - India
- Tamil Nadu electricity Board
- SN Aboitiz Power Inc, Philippines
- Intertek Mineral Services - Indonesia
- Power Finance Corporation Ltd., India
- Bharathi Cement Corporation - India
- Kapuas Tunggal Persada - Indonesia
- Antam Resourcindo - Indonesia
- Heidelberg Cement - Germany
- Kaltim Prima Coal - Indonesia
- The State Trading Corporation of India Ltd
- Jindal Steel & Power Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sindya Power Generating Company Private Ltd
- Toyota Tsusho Corporation, Japan
- Sree Jayajothi Cements Limited - India
- Energy Development Corp, Philippines
- Agrawal Coal Company - India
- Australian Coal Association
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Georgia Ports Authority, United States
- Central Java Power - Indonesia
- Pendopo Energi Batubara - Indonesia
- CIMB Investment Bank - Malaysia
- Salva Resources Pvt Ltd - India
- SMG Consultants - Indonesia
- Parliament of New Zealand
- Barasentosa Lestari - Indonesia
- Semirara Mining Corp, Philippines
- Globalindo Alam Lestari - Indonesia
- Parry Sugars Refinery, India
- Bangladesh Power Developement Board
- Sojitz Corporation - Japan
- Petrochimia International Co. Ltd.- Taiwan
- New Zealand Coal & Carbon
- Borneo Indobara - Indonesia
- Bayan Resources Tbk. - Indonesia
- Bhoruka Overseas - Indonesia
- Coal and Oil Company - UAE
- Pipit Mutiara Jaya. PT, Indonesia
- Coastal Gujarat Power Limited - India
- GVK Power & Infra Limited - India
- Directorate General of MIneral and Coal - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Australian Commodity Traders Exchange
- Simpson Spence & Young - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Banpu Public Company Limited - Thailand
- Merrill Lynch Commodities Europe
- Ind-Barath Power Infra Limited - India
- Lanco Infratech Ltd - India
- Oldendorff Carriers - Singapore
- Sinarmas Energy and Mining - Indonesia
- Baramulti Group, Indonesia
- OPG Power Generation Pvt Ltd - India
- IHS Mccloskey Coal Group - USA
- Videocon Industries ltd - India
- Latin American Coal - Colombia
- Central Electricity Authority - India
- Ministry of Transport, Egypt
- Sakthi Sugars Limited - India
- Siam City Cement PLC, Thailand
- Karaikal Port Pvt Ltd - India
- Eastern Energy - Thailand
- CNBM International Corporation - China
- Cement Manufacturers Association - India
- Kideco Jaya Agung - Indonesia
- Africa Commodities Group - South Africa
- Iligan Light & Power Inc, Philippines
- Uttam Galva Steels Limited - India
- The Treasury - Australian Government
- GMR Energy Limited - India
- PNOC Exploration Corporation - Philippines
- Jorong Barutama Greston.PT - Indonesia
- Formosa Plastics Group - Taiwan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ceylon Electricity Board - Sri Lanka
- Leighton Contractors Pty Ltd - Australia
- Carbofer General Trading SA - India
- GN Power Mariveles Coal Plant, Philippines
- Sical Logistics Limited - India
- Commonwealth Bank - Australia
- Xindia Steels Limited - India
- Edison Trading Spa - Italy
- Interocean Group of Companies - India
- Therma Luzon, Inc, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Eastern Coal Council - USA
- Bukit Baiduri Energy - Indonesia
- Bhatia International Limited - India
- LBH Netherlands Bv - Netherlands
- Krishnapatnam Port Company Ltd. - India
- Jaiprakash Power Ventures ltd
- Cigading International Bulk Terminal - Indonesia
- Global Business Power Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- Electricity Generating Authority of Thailand
- Indo Tambangraya Megah - Indonesia
- Trasteel International SA, Italy
- Karbindo Abesyapradhi - Indoneisa
- Miang Besar Coal Terminal - Indonesia
- Anglo American - United Kingdom
- Neyveli Lignite Corporation Ltd, - India
- South Luzon Thermal Energy Corporation
- Mjunction Services Limited - India
- Gujarat Sidhee Cement - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- Dalmia Cement Bharat India
- Meralco Power Generation, Philippines
- Rio Tinto Coal - Australia
- Attock Cement Pakistan Limited
- Asmin Koalindo Tuhup - Indonesia
- Kepco SPC Power Corporation, Philippines
- Economic Council, Georgia
- Grasim Industreis Ltd - India
- Savvy Resources Ltd - HongKong
- Gujarat Mineral Development Corp Ltd - India
- Mercator Lines Limited - India
- Wilmar Investment Holdings
- Vedanta Resources Plc - India
- Kartika Selabumi Mining - Indonesia
- India Bulls Power Limited - India
- Samtan Co., Ltd - South Korea
- Price Waterhouse Coopers - Russia
- Indika Energy - Indonesia
- Standard Chartered Bank - UAE
- Maharashtra Electricity Regulatory Commission - India
- Billiton Holdings Pty Ltd - Australia
- Electricity Authority, New Zealand
- Aboitiz Power Corporation - Philippines
- Global Coal Blending Company Limited - Australia
- Altura Mining Limited, Indonesia
- Chamber of Mines of South Africa
- Petron Corporation, Philippines
- VISA Power Limited - India
- Timah Investasi Mineral - Indoneisa
- Independent Power Producers Association of India
- Global Green Power PLC Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- PTC India Limited - India
- Bulk Trading Sa - Switzerland
- Bukit Makmur.PT - Indonesia
- Deloitte Consulting - India
- MS Steel International - UAE
- Orica Australia Pty. Ltd.
- Meenaskhi Energy Private Limited - India
- ASAPP Information Group - India
- Riau Bara Harum - Indonesia
- The University of Queensland
- Singapore Mercantile Exchange
- International Coal Ventures Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Orica Mining Services - Indonesia
- Ambuja Cements Ltd - India
- Sarangani Energy Corporation, Philippines
- Makarim & Taira - Indonesia
- Renaissance Capital - South Africa
- Bahari Cakrawala Sebuku - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Binh Thuan Hamico - Vietnam
- Medco Energi Mining Internasional
- Vizag Seaport Private Limited - India
- Essar Steel Hazira Ltd - India
- Manunggal Multi Energi - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Chettinad Cement Corporation Ltd - India
- London Commodity Brokers - England
- Thai Mozambique Logistica
- Energy Link Ltd, New Zealand
- Wood Mackenzie - Singapore
- Goldman Sachs - Singapore
- Tata Chemicals Ltd - India
- Coalindo Energy - Indonesia
- Malabar Cements Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Bhushan Steel Limited - India
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