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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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Monday, 09 March 20
OPEC+ 'NO DEAL' A BLOW TO THE MARKET - WOOD MACKENZIE
Speaking after today’s OPEC+ meeting broke up, Ann-Louise Hittle, vice president, Macro Oils, at Wood Mackenzie, said: “Today’s o ...
Monday, 09 March 20
KOREA EAST-WEST POWER INVITED BIDS FOR 150,000 MT OF MIN 4,400 - MAX 5,499 NAR COAL
COALspot.com: KOREA EAST-WEST POWER CO. LTD. of South Korea has issued an international tender for total 150,000 MT of LCV coal for May – Jun ...
Sunday, 08 March 20
SUPRAMAX: A 55,000DWT VESSEL FIXING DELIVERY FROM EAST KALIMANTAN FOR A TRIP TO VIETNAM AT $9,100 - BALTIC BRIEFING
SUPRAMAX/ULTRAMAX - A 56,000DWT VESSEL FIXED DELIVERY SOUTH CHINA TRIP VIA INDONESIA, REDELIVERY EAST COAST INDIA, IN THE $6,000S
SUPRAMAX/U ...
Friday, 06 March 20
CHINA RESUMES 83.4 PCT COAL PRODUCTION CAPACITY AMID EPIDEMIC - XINHUA
China has resumed 83.4 percent of its coal production capacity amid the fight against the novel coronavirus outbreak, the National Energy Administr ...
Friday, 06 March 20
COLOMBIAN COAL OUTPUT FELL 2% IN 2019 - REUTERS
Coal production in Colombia, the fifth-largest coal exporter in the world, fell 2% to 82.2 million tonnes in 2019 after output at one of the princi ...
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- Aditya Birla Group - India
- Bhatia International Limited - India
- Thiess Contractors Indonesia
- Meralco Power Generation, Philippines
- Renaissance Capital - South Africa
- Central Java Power - Indonesia
- Indika Energy - Indonesia
- Orica Australia Pty. Ltd.
- Electricity Authority, New Zealand
- Bangladesh Power Developement Board
- Kobexindo Tractors - Indoneisa
- PetroVietnam Power Coal Import and Supply Company
- Georgia Ports Authority, United States
- Borneo Indobara - Indonesia
- Siam City Cement PLC, Thailand
- GVK Power & Infra Limited - India
- Agrawal Coal Company - India
- Ambuja Cements Ltd - India
- Pendopo Energi Batubara - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Uttam Galva Steels Limited - India
- Gujarat Electricity Regulatory Commission - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Madhucon Powers Ltd - India
- London Commodity Brokers - England
- ICICI Bank Limited - India
- Salva Resources Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Wilmar Investment Holdings
- Maharashtra Electricity Regulatory Commission - India
- GMR Energy Limited - India
- Jaiprakash Power Ventures ltd
- Indonesian Coal Mining Association
- Dalmia Cement Bharat India
- Chettinad Cement Corporation Ltd - India
- Bhoruka Overseas - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Indogreen Group - Indonesia
- Standard Chartered Bank - UAE
- Siam City Cement - Thailand
- Goldman Sachs - Singapore
- Kalimantan Lumbung Energi - Indonesia
- Indian Energy Exchange, India
- New Zealand Coal & Carbon
- Ceylon Electricity Board - Sri Lanka
- Ministry of Finance - Indonesia
- Barasentosa Lestari - Indonesia
- Eastern Coal Council - USA
- Intertek Mineral Services - Indonesia
- Toyota Tsusho Corporation, Japan
- Mercator Lines Limited - India
- AsiaOL BioFuels Corp., Philippines
- Savvy Resources Ltd - HongKong
- MS Steel International - UAE
- Karbindo Abesyapradhi - Indoneisa
- Orica Mining Services - Indonesia
- CNBM International Corporation - China
- Videocon Industries ltd - India
- VISA Power Limited - India
- Lanco Infratech Ltd - India
- Deloitte Consulting - India
- Marubeni Corporation - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Asmin Koalindo Tuhup - Indonesia
- The State Trading Corporation of India Ltd
- Minerals Council of Australia
- Anglo American - United Kingdom
- Sarangani Energy Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Binh Thuan Hamico - Vietnam
- Port Waratah Coal Services - Australia
- Ministry of Mines - Canada
- Holcim Trading Pte Ltd - Singapore
- Interocean Group of Companies - India
- Parry Sugars Refinery, India
- Mjunction Services Limited - India
- Metalloyd Limited - United Kingdom
- Wood Mackenzie - Singapore
- Offshore Bulk Terminal Pte Ltd, Singapore
- Formosa Plastics Group - Taiwan
- GAC Shipping (India) Pvt Ltd
- PowerSource Philippines DevCo
- Economic Council, Georgia
- Miang Besar Coal Terminal - Indonesia
- Indian Oil Corporation Limited
- Petrochimia International Co. Ltd.- Taiwan
- Bayan Resources Tbk. - Indonesia
- Jindal Steel & Power Ltd - India
- Africa Commodities Group - South Africa
- Petron Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- Mintek Dendrill Indonesia
- Singapore Mercantile Exchange
- Makarim & Taira - Indonesia
- SMC Global Power, Philippines
- Energy Link Ltd, New Zealand
- Cigading International Bulk Terminal - Indonesia
- Xindia Steels Limited - India
- Medco Energi Mining Internasional
- Simpson Spence & Young - Indonesia
- Antam Resourcindo - Indonesia
- Maheswari Brothers Coal Limited - India
- Directorate Of Revenue Intelligence - India
- ASAPP Information Group - India
- Coal and Oil Company - UAE
- Sindya Power Generating Company Private Ltd
- Pipit Mutiara Jaya. PT, Indonesia
- TeaM Sual Corporation - Philippines
- Riau Bara Harum - Indonesia
- Kumho Petrochemical, South Korea
- Semirara Mining Corp, Philippines
- Parliament of New Zealand
- Romanian Commodities Exchange
- Jorong Barutama Greston.PT - Indonesia
- Billiton Holdings Pty Ltd - Australia
- White Energy Company Limited
- Essar Steel Hazira Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Manunggal Multi Energi - Indonesia
- Rio Tinto Coal - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Baramulti Group, Indonesia
- Thai Mozambique Logistica
- PNOC Exploration Corporation - Philippines
- GN Power Mariveles Coal Plant, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Australian Commodity Traders Exchange
- Latin American Coal - Colombia
- Therma Luzon, Inc, Philippines
- Altura Mining Limited, Indonesia
- Planning Commission, India
- Bulk Trading Sa - Switzerland
- Neyveli Lignite Corporation Ltd, - India
- Bharathi Cement Corporation - India
- Coalindo Energy - Indonesia
- Electricity Generating Authority of Thailand
- Bukit Makmur.PT - Indonesia
- Trasteel International SA, Italy
- Edison Trading Spa - Italy
- Directorate General of MIneral and Coal - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Posco Energy - South Korea
- South Luzon Thermal Energy Corporation
- European Bulk Services B.V. - Netherlands
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Star Paper Mills Limited - India
- Meenaskhi Energy Private Limited - India
- Attock Cement Pakistan Limited
- San Jose City I Power Corp, Philippines
- Tamil Nadu electricity Board
- Vedanta Resources Plc - India
- McConnell Dowell - Australia
- Kaltim Prima Coal - Indonesia
- CIMB Investment Bank - Malaysia
- Sojitz Corporation - Japan
- Coastal Gujarat Power Limited - India
- LBH Netherlands Bv - Netherlands
- SN Aboitiz Power Inc, Philippines
- Ministry of Transport, Egypt
- The Treasury - Australian Government
- Sakthi Sugars Limited - India
- Gujarat Sidhee Cement - India
- Ind-Barath Power Infra Limited - India
- Rashtriya Ispat Nigam Limited - India
- PTC India Limited - India
- Bhushan Steel Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Australian Coal Association
- Kartika Selabumi Mining - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Malabar Cements Ltd - India
- Globalindo Alam Lestari - Indonesia
- OPG Power Generation Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Aboitiz Power Corporation - Philippines
- Sree Jayajothi Cements Limited - India
- Sical Logistics Limited - India
- IEA Clean Coal Centre - UK
- SMG Consultants - Indonesia
- Power Finance Corporation Ltd., India
- Indo Tambangraya Megah - Indonesia
- Merrill Lynch Commodities Europe
- Tata Chemicals Ltd - India
- Independent Power Producers Association of India
- Carbofer General Trading SA - India
- Kohat Cement Company Ltd. - Pakistan
- The University of Queensland
- Karaikal Port Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- India Bulls Power Limited - India
- Cement Manufacturers Association - India
- Eastern Energy - Thailand
- Bahari Cakrawala Sebuku - Indonesia
- Chamber of Mines of South Africa
- Central Electricity Authority - India
- Mercuria Energy - Indonesia
- Larsen & Toubro Limited - India
- Straits Asia Resources Limited - Singapore
- Global Green Power PLC Corporation, Philippines
- Commonwealth Bank - Australia
- Samtan Co., Ltd - South Korea
- Kepco SPC Power Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- IHS Mccloskey Coal Group - USA
- Heidelberg Cement - Germany
- Price Waterhouse Coopers - Russia
- Oldendorff Carriers - Singapore
- Grasim Industreis Ltd - India
- International Coal Ventures Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- Kideco Jaya Agung - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Energy Development Corp, Philippines
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