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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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Friday, 06 March 20
SOLID BACKING FOR LNG AS A MARINE FUEL - BALTIC EXCHANGE
When it comes to choosing the best fuel on the near horizon to help the international shipping industry shrink its carbon intensity by 2050, DNV GL ...
Friday, 06 March 20
INDONESIA COAL PRICE REFERENCE UP AGAIN THIS MONTH
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised up the benchmark price of Indonesian thermal co ...
Thursday, 05 March 20
PANAMAX: SHIP-OWNERS HAVE MOSTLY BEEN GETTING HIGHER RATES THAN THE LAST DONE - FEARNLEYS
Cape
There is still limited amount of positive news around, with the effects of Corona virus hurting world economy. However, overall average in ...
Thursday, 05 March 20
COAL IMPORTS DOWN IN MAJOR ASIAN MARKETS, AND CORONAVIRUS NOT THE DRIVING FORCE - CLYDE RUSSELL
Asia’s seaborne coal markets stumbled in February and it appears the coronavirus outbreak in China may dodge most of the blame, with the weak ...
Thursday, 05 March 20
SEABORNE COAL'S STRUGGLES IN ASIA ARE MORE THAN JUST CHINA CORONAVIRUS - REUTERS
Asia’s seaborne coal markets stumbled in February and it appears the coronavirus outbreak in China may dodge most of the blame, with the weak ...
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- Anglo American - United Kingdom
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- Indogreen Group - Indonesia
- Attock Cement Pakistan Limited
- Singapore Mercantile Exchange
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- TNB Fuel Sdn Bhd - Malaysia
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- The University of Queensland
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- Energy Link Ltd, New Zealand
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- Banpu Public Company Limited - Thailand
- Metalloyd Limited - United Kingdom
- Minerals Council of Australia
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- Oldendorff Carriers - Singapore
- Medco Energi Mining Internasional
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- Energy Development Corp, Philippines
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- London Commodity Brokers - England
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- Larsen & Toubro Limited - India
- Alfred C Toepfer International GmbH - Germany
- Gujarat Electricity Regulatory Commission - India
- CNBM International Corporation - China
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- Planning Commission, India
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- Billiton Holdings Pty Ltd - Australia
- IHS Mccloskey Coal Group - USA
- Tamil Nadu electricity Board
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- Wilmar Investment Holdings
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- Sarangani Energy Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Sakthi Sugars Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Ministry of Mines - Canada
- Marubeni Corporation - India
- Independent Power Producers Association of India
- Parliament of New Zealand
- Global Business Power Corporation, Philippines
- Price Waterhouse Coopers - Russia
- Global Green Power PLC Corporation, Philippines
- New Zealand Coal & Carbon
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- Indonesian Coal Mining Association
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- Kumho Petrochemical, South Korea
- Antam Resourcindo - Indonesia
- Trasteel International SA, Italy
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- Bukit Baiduri Energy - Indonesia
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- Economic Council, Georgia
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- PNOC Exploration Corporation - Philippines
- Central Electricity Authority - India
- Georgia Ports Authority, United States
- OPG Power Generation Pvt Ltd - India
- Sojitz Corporation - Japan
- Thiess Contractors Indonesia
- Aditya Birla Group - India
- Thai Mozambique Logistica
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Petrochimia International Co. Ltd.- Taiwan
- Directorate Of Revenue Intelligence - India
- AsiaOL BioFuels Corp., Philippines
- Siam City Cement PLC, Thailand
- Wood Mackenzie - Singapore
- Cigading International Bulk Terminal - Indonesia
- Bangladesh Power Developement Board
- Holcim Trading Pte Ltd - Singapore
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- Meralco Power Generation, Philippines
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- Latin American Coal - Colombia
- Deloitte Consulting - India
- Meenaskhi Energy Private Limited - India
- Maheswari Brothers Coal Limited - India
- Ministry of Finance - Indonesia
- Straits Asia Resources Limited - Singapore
- ICICI Bank Limited - India
- Binh Thuan Hamico - Vietnam
- Globalindo Alam Lestari - Indonesia
- Mercuria Energy - Indonesia
- Africa Commodities Group - South Africa
- Eastern Energy - Thailand
- LBH Netherlands Bv - Netherlands
- Riau Bara Harum - Indonesia
- The Treasury - Australian Government
- European Bulk Services B.V. - Netherlands
- Sical Logistics Limited - India
- Manunggal Multi Energi - Indonesia
- Rio Tinto Coal - Australia
- Miang Besar Coal Terminal - Indonesia
- Romanian Commodities Exchange
- McConnell Dowell - Australia
- White Energy Company Limited
- Bayan Resources Tbk. - Indonesia
- Timah Investasi Mineral - Indoneisa
- Bhatia International Limited - India
- PTC India Limited - India
- Samtan Co., Ltd - South Korea
- Kideco Jaya Agung - Indonesia
- International Coal Ventures Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Indian Oil Corporation Limited
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- Bukit Makmur.PT - Indonesia
- Madhucon Powers Ltd - India
- Makarim & Taira - Indonesia
- Agrawal Coal Company - India
- Mjunction Services Limited - India
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- GN Power Mariveles Coal Plant, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Edison Trading Spa - Italy
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- Asia Pacific Energy Resources Ventures Inc, Philippines
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- Standard Chartered Bank - UAE
- Indian Energy Exchange, India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ministry of Transport, Egypt
- Semirara Mining Corp, Philippines
- IEA Clean Coal Centre - UK
- Toyota Tsusho Corporation, Japan
- Sree Jayajothi Cements Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ambuja Cements Ltd - India
- Merrill Lynch Commodities Europe
- VISA Power Limited - India
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- Global Coal Blending Company Limited - Australia
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