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.
|
|
Tuesday, 03 March 20
COAL'S SHARE OF CHINA ENERGY MIX FALLS IN 2019 BUT CONSUMPTION STILL RISING - REUTERS
Coal accounted for 57.7% of China’s primary energy consumption in 2019, the National Bureau of Statistics said on Friday, down 1.5 percentage ...
Monday, 02 March 20
SHIPOWNERS AND OPERATORS COULD FACE DETENTION OF SHIPS FROM 1ST MARCH UNDER IMO RULE - ICS
Port state control authorities will begin to enforce the IMO’s Sulphur 2020 from 1st March, making it an offense for ships to carry fuel that ...
Saturday, 29 February 20
SUPRAMAX SENTIMENT WAS UP IN A FEW KEY AREAS OVER THE LAST WEEK - BALTIC BRIEFING
Capesize
The Capesize market woes related to Coronavirus have now spread through the wider global markets like wildfire. The wider supply and d ...
Thursday, 27 February 20
FOREIGN COMPANIES LIKELY TO SKIP COMMERCIAL COAL BLOCK AUCTIONS - ECONOMIC TIMES
The Centre is in the process of inviting global players for commercial mining, following 100% foreign direct investment in the sector. However, giv ...
Wednesday, 26 February 20
SHIPPING MARKET INSIGHT - INTERMODAL
Coming from one of its busiest periods historically, with a list of scrubber and BWMS retrofits on a waiting list, the ship repair sector is witnes ...
|
|
|
Showing 1101 to 1105 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Kobexindo Tractors - Indoneisa
- Meralco Power Generation, Philippines
- Marubeni Corporation - India
- Malabar Cements Ltd - India
- Edison Trading Spa - Italy
- Georgia Ports Authority, United States
- Sarangani Energy Corporation, Philippines
- GVK Power & Infra Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Gujarat Mineral Development Corp Ltd - India
- Interocean Group of Companies - India
- Altura Mining Limited, Indonesia
- Therma Luzon, Inc, Philippines
- Essar Steel Hazira Ltd - India
- Chettinad Cement Corporation Ltd - India
- Global Business Power Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Trasteel International SA, Italy
- Indika Energy - Indonesia
- Coal and Oil Company - UAE
- Chamber of Mines of South Africa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Central Java Power - Indonesia
- Ministry of Mines - Canada
- Energy Link Ltd, New Zealand
- TNB Fuel Sdn Bhd - Malaysia
- Simpson Spence & Young - Indonesia
- Vedanta Resources Plc - India
- Siam City Cement - Thailand
- LBH Netherlands Bv - Netherlands
- Banpu Public Company Limited - Thailand
- Leighton Contractors Pty Ltd - Australia
- Globalindo Alam Lestari - Indonesia
- The State Trading Corporation of India Ltd
- Lanco Infratech Ltd - India
- Posco Energy - South Korea
- Medco Energi Mining Internasional
- Formosa Plastics Group - Taiwan
- Binh Thuan Hamico - Vietnam
- GAC Shipping (India) Pvt Ltd
- Global Coal Blending Company Limited - Australia
- The Treasury - Australian Government
- Manunggal Multi Energi - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bayan Resources Tbk. - Indonesia
- Meenaskhi Energy Private Limited - India
- Sakthi Sugars Limited - India
- Global Green Power PLC Corporation, Philippines
- Electricity Generating Authority of Thailand
- New Zealand Coal & Carbon
- PNOC Exploration Corporation - Philippines
- Tamil Nadu electricity Board
- Rashtriya Ispat Nigam Limited - India
- Orica Mining Services - Indonesia
- Attock Cement Pakistan Limited
- Grasim Industreis Ltd - India
- CIMB Investment Bank - Malaysia
- Coalindo Energy - Indonesia
- Mjunction Services Limited - India
- Indogreen Group - Indonesia
- Power Finance Corporation Ltd., India
- Bukit Asam (Persero) Tbk - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Petron Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- Sical Logistics Limited - India
- Singapore Mercantile Exchange
- Sojitz Corporation - Japan
- Parliament of New Zealand
- Mercuria Energy - Indonesia
- PowerSource Philippines DevCo
- London Commodity Brokers - England
- Rio Tinto Coal - Australia
- Commonwealth Bank - Australia
- Standard Chartered Bank - UAE
- Toyota Tsusho Corporation, Japan
- TeaM Sual Corporation - Philippines
- Kideco Jaya Agung - Indonesia
- Thai Mozambique Logistica
- GMR Energy Limited - India
- Salva Resources Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- Pendopo Energi Batubara - Indonesia
- Bhatia International Limited - India
- Gujarat Sidhee Cement - India
- Semirara Mining and Power Corporation, Philippines
- PTC India Limited - India
- Tata Chemicals Ltd - India
- Romanian Commodities Exchange
- Minerals Council of Australia
- Bahari Cakrawala Sebuku - Indonesia
- Cement Manufacturers Association - India
- Planning Commission, India
- Vijayanagar Sugar Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Videocon Industries ltd - India
- Goldman Sachs - Singapore
- Intertek Mineral Services - Indonesia
- IEA Clean Coal Centre - UK
- Gujarat Electricity Regulatory Commission - India
- Ministry of Finance - Indonesia
- IHS Mccloskey Coal Group - USA
- Bank of Tokyo Mitsubishi UFJ Ltd
- Antam Resourcindo - Indonesia
- Renaissance Capital - South Africa
- White Energy Company Limited
- ASAPP Information Group - India
- South Luzon Thermal Energy Corporation
- Pipit Mutiara Jaya. PT, Indonesia
- India Bulls Power Limited - India
- Sindya Power Generating Company Private Ltd
- Miang Besar Coal Terminal - Indonesia
- OPG Power Generation Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- Billiton Holdings Pty Ltd - Australia
- Central Electricity Authority - India
- Baramulti Group, Indonesia
- Coastal Gujarat Power Limited - India
- Xindia Steels Limited - India
- Barasentosa Lestari - Indonesia
- Larsen & Toubro Limited - India
- Orica Australia Pty. Ltd.
- Riau Bara Harum - Indonesia
- Ministry of Transport, Egypt
- Deloitte Consulting - India
- Indian Energy Exchange, India
- Siam City Cement PLC, Thailand
- Mintek Dendrill Indonesia
- Ind-Barath Power Infra Limited - India
- Eastern Coal Council - USA
- AsiaOL BioFuels Corp., Philippines
- Semirara Mining Corp, Philippines
- Bulk Trading Sa - Switzerland
- MS Steel International - UAE
- Bhoruka Overseas - Indonesia
- CNBM International Corporation - China
- Australian Coal Association
- Australian Commodity Traders Exchange
- Holcim Trading Pte Ltd - Singapore
- Oldendorff Carriers - Singapore
- Jaiprakash Power Ventures ltd
- Kohat Cement Company Ltd. - Pakistan
- Independent Power Producers Association of India
- Petrochimia International Co. Ltd.- Taiwan
- Bangladesh Power Developement Board
- Jindal Steel & Power Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- McConnell Dowell - Australia
- Port Waratah Coal Services - Australia
- Ambuja Cements Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Price Waterhouse Coopers - Russia
- SN Aboitiz Power Inc, Philippines
- Indian Oil Corporation Limited
- Merrill Lynch Commodities Europe
- Krishnapatnam Port Company Ltd. - India
- Heidelberg Cement - Germany
- Bukit Baiduri Energy - Indonesia
- Savvy Resources Ltd - HongKong
- Directorate Of Revenue Intelligence - India
- Africa Commodities Group - South Africa
- SMG Consultants - Indonesia
- VISA Power Limited - India
- Eastern Energy - Thailand
- Kapuas Tunggal Persada - Indonesia
- Uttam Galva Steels Limited - India
- Wilmar Investment Holdings
- Dalmia Cement Bharat India
- Bharathi Cement Corporation - India
- Star Paper Mills Limited - India
- Agrawal Coal Company - India
- Bukit Makmur.PT - Indonesia
- Kartika Selabumi Mining - Indonesia
- Metalloyd Limited - United Kingdom
- Thiess Contractors Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Energy Development Corp, Philippines
- Straits Asia Resources Limited - Singapore
- SMC Global Power, Philippines
- European Bulk Services B.V. - Netherlands
- Offshore Bulk Terminal Pte Ltd, Singapore
- Samtan Co., Ltd - South Korea
- International Coal Ventures Pvt Ltd - India
- Indonesian Coal Mining Association
- Iligan Light & Power Inc, Philippines
- Anglo American - United Kingdom
- Madhucon Powers Ltd - India
- Sree Jayajothi Cements Limited - India
- San Jose City I Power Corp, Philippines
- Cigading International Bulk Terminal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- The University of Queensland
- ICICI Bank Limited - India
- Maheswari Brothers Coal Limited - India
- Borneo Indobara - Indonesia
- Kepco SPC Power Corporation, Philippines
- Latin American Coal - Colombia
- Karaikal Port Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Makarim & Taira - Indonesia
- Kaltim Prima Coal - Indonesia
- Wood Mackenzie - Singapore
- Aditya Birla Group - India
- Directorate General of MIneral and Coal - Indonesia
- Economic Council, Georgia
- Neyveli Lignite Corporation Ltd, - India
- GN Power Mariveles Coal Plant, Philippines
- Carbofer General Trading SA - India
- Bhushan Steel Limited - India
- Electricity Authority, New Zealand
- Mercator Lines Limited - India
- Sinarmas Energy and Mining - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Parry Sugars Refinery, India
|
| |
| |
|
