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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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Thursday, 05 March 20
INDONESIA'S BUKIT ASAM 2019 OUTPUT RISES 10.2% Y/Y - REUTERS
PT Bukit Asam, Indonesia’s state-owned coal miner, said on Wednesday its output in 2019 rose 10.2% to 29.1 million tonnes.
Coa ...
Thursday, 05 March 20
SEEING REMOTELY - IN SAFETY: BUREAU VERITAS PERFORMS FIRST SURVEY BY DRONE - BUREAU VERITAS
Bureau Veritas Marine & Offshore (BV), a world leader in testing, inspection and certification (TIC) services has completed its first survey by ...
Wednesday, 04 March 20
AN EPIDEMIC OF UNCERTAINTY - THE CORONAVIRUS AND FORCE MAJEURE - WFW
KNOWLEDGE TO ELEVATE
Do the effects of the coronavirus give rise to legitimate force majeure claims in connection with shipbuilding contracts ...
Wednesday, 04 March 20
CHINA IMPORTED 76.8 MLN TONNES OF CRUDE OIL FOR JANUARY & FEBRUARY 2020; UP 3.4% YOY - REFINITIV | BC
The COVID-19 crisis has been gripping China already for almost two months now. It’s having a huge negative impact on the economy, and this is ...
Wednesday, 04 March 20
MARKET INSIGHT - INTERMODAL
As it was expected, the whole world has been focusing on the spread of the Coronavirus, with the fast outbreak being primarily a massive humanitari ...
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- Sree Jayajothi Cements Limited - India
- Kapuas Tunggal Persada - Indonesia
- Thiess Contractors Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Asmin Koalindo Tuhup - Indonesia
- Agrawal Coal Company - India
- Madhucon Powers Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Leighton Contractors Pty Ltd - Australia
- Semirara Mining and Power Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- White Energy Company Limited
- Kobexindo Tractors - Indoneisa
- Sojitz Corporation - Japan
- Siam City Cement - Thailand
- Sical Logistics Limited - India
- Kumho Petrochemical, South Korea
- Toyota Tsusho Corporation, Japan
- Romanian Commodities Exchange
- Bhoruka Overseas - Indonesia
- Indian Oil Corporation Limited
- Borneo Indobara - Indonesia
- Orica Australia Pty. Ltd.
- Oldendorff Carriers - Singapore
- Jorong Barutama Greston.PT - Indonesia
- International Coal Ventures Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- London Commodity Brokers - England
- Iligan Light & Power Inc, Philippines
- Xindia Steels Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Standard Chartered Bank - UAE
- Barasentosa Lestari - Indonesia
- Bukit Baiduri Energy - Indonesia
- VISA Power Limited - India
- Edison Trading Spa - Italy
- Bukit Makmur.PT - Indonesia
- South Luzon Thermal Energy Corporation
- Chettinad Cement Corporation Ltd - India
- Simpson Spence & Young - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Eastern Energy - Thailand
- Latin American Coal - Colombia
- Attock Cement Pakistan Limited
- Jindal Steel & Power Ltd - India
- Global Coal Blending Company Limited - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Cement Manufacturers Association - India
- Port Waratah Coal Services - Australia
- GVK Power & Infra Limited - India
- India Bulls Power Limited - India
- Carbofer General Trading SA - India
- PNOC Exploration Corporation - Philippines
- Singapore Mercantile Exchange
- Therma Luzon, Inc, Philippines
- Maheswari Brothers Coal Limited - India
- Mintek Dendrill Indonesia
- Directorate Of Revenue Intelligence - India
- Coal and Oil Company - UAE
- New Zealand Coal & Carbon
- Global Green Power PLC Corporation, Philippines
- Interocean Group of Companies - India
- Australian Coal Association
- Mercator Lines Limited - India
- Antam Resourcindo - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Thai Mozambique Logistica
- Global Business Power Corporation, Philippines
- Eastern Coal Council - USA
- Mercuria Energy - Indonesia
- Electricity Authority, New Zealand
- Bukit Asam (Persero) Tbk - Indonesia
- Malabar Cements Ltd - India
- Renaissance Capital - South Africa
- ICICI Bank Limited - India
- Goldman Sachs - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- SMC Global Power, Philippines
- Binh Thuan Hamico - Vietnam
- Formosa Plastics Group - Taiwan
- The University of Queensland
- European Bulk Services B.V. - Netherlands
- Sarangani Energy Corporation, Philippines
- Medco Energi Mining Internasional
- Metalloyd Limited - United Kingdom
- Kepco SPC Power Corporation, Philippines
- PTC India Limited - India
- San Jose City I Power Corp, Philippines
- LBH Netherlands Bv - Netherlands
- Heidelberg Cement - Germany
- Sinarmas Energy and Mining - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Coastal Gujarat Power Limited - India
- Rashtriya Ispat Nigam Limited - India
- Anglo American - United Kingdom
- Price Waterhouse Coopers - Russia
- AsiaOL BioFuels Corp., Philippines
- Miang Besar Coal Terminal - Indonesia
- IHS Mccloskey Coal Group - USA
- Meralco Power Generation, Philippines
- Jaiprakash Power Ventures ltd
- CIMB Investment Bank - Malaysia
- Timah Investasi Mineral - Indoneisa
- Krishnapatnam Port Company Ltd. - India
- Kartika Selabumi Mining - Indonesia
- Minerals Council of Australia
- Georgia Ports Authority, United States
- Aditya Birla Group - India
- Petron Corporation, Philippines
- Gujarat Sidhee Cement - India
- Energy Development Corp, Philippines
- Altura Mining Limited, Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Vedanta Resources Plc - India
- Riau Bara Harum - Indonesia
- Baramulti Group, Indonesia
- Rio Tinto Coal - Australia
- Sakthi Sugars Limited - India
- OPG Power Generation Pvt Ltd - India
- Bangladesh Power Developement Board
- GAC Shipping (India) Pvt Ltd
- Grasim Industreis Ltd - India
- Independent Power Producers Association of India
- Marubeni Corporation - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- The State Trading Corporation of India Ltd
- Meenaskhi Energy Private Limited - India
- Orica Mining Services - Indonesia
- TeaM Sual Corporation - Philippines
- Ministry of Transport, Egypt
- Uttam Galva Steels Limited - India
- IEA Clean Coal Centre - UK
- Kalimantan Lumbung Energi - Indonesia
- Ambuja Cements Ltd - India
- Posco Energy - South Korea
- Straits Asia Resources Limited - Singapore
- Holcim Trading Pte Ltd - Singapore
- Parry Sugars Refinery, India
- PetroVietnam Power Coal Import and Supply Company
- Central Java Power - Indonesia
- Bhatia International Limited - India
- Indo Tambangraya Megah - Indonesia
- Deloitte Consulting - India
- Gujarat Mineral Development Corp Ltd - India
- Sindya Power Generating Company Private Ltd
- Petrochimia International Co. Ltd.- Taiwan
- Makarim & Taira - Indonesia
- Karaikal Port Pvt Ltd - India
- Star Paper Mills Limited - India
- Pendopo Energi Batubara - Indonesia
- Banpu Public Company Limited - Thailand
- PowerSource Philippines DevCo
- Semirara Mining Corp, Philippines
- CNBM International Corporation - China
- Merrill Lynch Commodities Europe
- Dalmia Cement Bharat India
- Siam City Cement PLC, Thailand
- Videocon Industries ltd - India
- Tamil Nadu electricity Board
- SMG Consultants - Indonesia
- Kideco Jaya Agung - Indonesia
- ASAPP Information Group - India
- Vizag Seaport Private Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bhushan Steel Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Manunggal Multi Energi - Indonesia
- Indonesian Coal Mining Association
- Economic Council, Georgia
- The Treasury - Australian Government
- MS Steel International - UAE
- Commonwealth Bank - Australia
- Lanco Infratech Ltd - India
- SN Aboitiz Power Inc, Philippines
- Chamber of Mines of South Africa
- Essar Steel Hazira Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Tata Chemicals Ltd - India
- Indian Energy Exchange, India
- Wood Mackenzie - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Samtan Co., Ltd - South Korea
- Ministry of Mines - Canada
- Ministry of Finance - Indonesia
- Coalindo Energy - Indonesia
- Africa Commodities Group - South Africa
- Alfred C Toepfer International GmbH - Germany
- Offshore Bulk Terminal Pte Ltd, Singapore
- Electricity Generating Authority of Thailand
- Salva Resources Pvt Ltd - India
- Globalindo Alam Lestari - Indonesia
- Indika Energy - Indonesia
- Ind-Barath Power Infra Limited - India
- Planning Commission, India
- Billiton Holdings Pty Ltd - Australia
- Mjunction Services Limited - India
- Energy Link Ltd, New Zealand
- Gujarat Electricity Regulatory Commission - India
- Intertek Mineral Services - Indonesia
- Savvy Resources Ltd - HongKong
- Bharathi Cement Corporation - India
- GMR Energy Limited - India
- Power Finance Corporation Ltd., India
- Bulk Trading Sa - Switzerland
- Larsen & Toubro Limited - India
- McConnell Dowell - Australia
- Trasteel International SA, Italy
- Wilmar Investment Holdings
- Bayan Resources Tbk. - Indonesia
- Parliament of New Zealand
- Indogreen Group - Indonesia
- Central Electricity Authority - India
- Australian Commodity Traders Exchange
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