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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, 20 February 20
CHINA RESUMES OVER 70 PCT COAL PRODUCTION CAPACITY AMID EPIDEMIC - XINHUA
China has resumed 70.2 percent of its coal production capacity with output recovering steadily amid the fight against the novel coronavirus epidemi ...
Thursday, 20 February 20
CHINA THERMAL COAL MARKET FACES 2-3 MONTH CORONAVIRUS SHORT SQUEEZE: NOBLE - REUTERS
China’s domestic thermal coal market faces a 2-3 month short squeeze as a rapidly spreading coronavirus outbreak curtails production more tha ...
Wednesday, 19 February 20
KOREA MIDLAND POWER INVITED BIDS FOR 1 MILLION TONS OF HCV AND LCV COAL FOR Q2- Q4 LOADING
COALspot.com: Korea Midland Power Co. Ltd, (KOMIPO). has issued an international tender for total 1 million MT of coal for April to December 2020 l ...
Wednesday, 19 February 20
GLENCORE WRITES OFF ALMOST $1 BILLION AT COLOMBIAN COAL MINES DUE TO FALLING EUROPEAN IMPORTS: BLOOMBERG
The economic case against European coal is proving too much for even Glencore Plc.
The world’s biggest coal shipper cut the va ...
Wednesday, 19 February 20
MINERS WELCOME INDONESIA'S NEW JOBS BILL THAT COULD SPUR COAL GROWTH - REUTERS
Miners have welcomed proposed changes to Indonesian mining rules under a new law aimed at boosting investment, though critics are concerned that th ...
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- Energy Development Corp, Philippines
- Indo Tambangraya Megah - Indonesia
- Commonwealth Bank - Australia
- Ceylon Electricity Board - Sri Lanka
- Bulk Trading Sa - Switzerland
- Riau Bara Harum - Indonesia
- Oldendorff Carriers - Singapore
- Eastern Energy - Thailand
- Miang Besar Coal Terminal - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Australian Commodity Traders Exchange
- Heidelberg Cement - Germany
- Rio Tinto Coal - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bharathi Cement Corporation - India
- Meralco Power Generation, Philippines
- Borneo Indobara - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- The University of Queensland
- Bukit Makmur.PT - Indonesia
- Dalmia Cement Bharat India
- Thai Mozambique Logistica
- Attock Cement Pakistan Limited
- Carbofer General Trading SA - India
- Jaiprakash Power Ventures ltd
- Manunggal Multi Energi - Indonesia
- Karaikal Port Pvt Ltd - India
- Xindia Steels Limited - India
- Wilmar Investment Holdings
- San Jose City I Power Corp, Philippines
- Coastal Gujarat Power Limited - India
- Romanian Commodities Exchange
- Eastern Coal Council - USA
- Marubeni Corporation - India
- Straits Asia Resources Limited - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Gujarat Electricity Regulatory Commission - India
- South Luzon Thermal Energy Corporation
- Timah Investasi Mineral - Indoneisa
- Banpu Public Company Limited - Thailand
- Anglo American - United Kingdom
- SN Aboitiz Power Inc, Philippines
- Kapuas Tunggal Persada - Indonesia
- Indogreen Group - Indonesia
- McConnell Dowell - Australia
- Krishnapatnam Port Company Ltd. - India
- Central Electricity Authority - India
- The Treasury - Australian Government
- GMR Energy Limited - India
- Maheswari Brothers Coal Limited - India
- CIMB Investment Bank - Malaysia
- Aboitiz Power Corporation - Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Economic Council, Georgia
- Maharashtra Electricity Regulatory Commission - India
- Cement Manufacturers Association - India
- Directorate General of MIneral and Coal - Indonesia
- Wood Mackenzie - Singapore
- Central Java Power - Indonesia
- Chamber of Mines of South Africa
- GVK Power & Infra Limited - India
- Aditya Birla Group - India
- Kobexindo Tractors - Indoneisa
- Essar Steel Hazira Ltd - India
- Price Waterhouse Coopers - Russia
- Barasentosa Lestari - Indonesia
- Agrawal Coal Company - India
- Sindya Power Generating Company Private Ltd
- Grasim Industreis Ltd - India
- Port Waratah Coal Services - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- Globalindo Alam Lestari - Indonesia
- Savvy Resources Ltd - HongKong
- Energy Link Ltd, New Zealand
- Vizag Seaport Private Limited - India
- Renaissance Capital - South Africa
- Electricity Generating Authority of Thailand
- Global Coal Blending Company Limited - Australia
- Singapore Mercantile Exchange
- Kohat Cement Company Ltd. - Pakistan
- Jorong Barutama Greston.PT - Indonesia
- London Commodity Brokers - England
- Therma Luzon, Inc, Philippines
- Madhucon Powers Ltd - India
- Pendopo Energi Batubara - Indonesia
- White Energy Company Limited
- Antam Resourcindo - Indonesia
- Mercator Lines Limited - India
- Alfred C Toepfer International GmbH - Germany
- Trasteel International SA, Italy
- Orica Australia Pty. Ltd.
- GN Power Mariveles Coal Plant, Philippines
- Leighton Contractors Pty Ltd - Australia
- Kumho Petrochemical, South Korea
- Bhushan Steel Limited - India
- Sarangani Energy Corporation, Philippines
- Global Business Power Corporation, Philippines
- PTC India Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Orica Mining Services - Indonesia
- Ministry of Transport, Egypt
- India Bulls Power Limited - India
- Parry Sugars Refinery, India
- CNBM International Corporation - China
- Rashtriya Ispat Nigam Limited - India
- Latin American Coal - Colombia
- Kideco Jaya Agung - Indonesia
- Gujarat Sidhee Cement - India
- SMG Consultants - Indonesia
- ICICI Bank Limited - India
- Metalloyd Limited - United Kingdom
- Mintek Dendrill Indonesia
- Ministry of Finance - Indonesia
- Planning Commission, India
- Australian Coal Association
- Formosa Plastics Group - Taiwan
- Power Finance Corporation Ltd., India
- Altura Mining Limited, Indonesia
- Sinarmas Energy and Mining - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Ambuja Cements Ltd - India
- IHS Mccloskey Coal Group - USA
- Intertek Mineral Services - Indonesia
- Directorate Of Revenue Intelligence - India
- Indian Oil Corporation Limited
- Georgia Ports Authority, United States
- Kaltim Prima Coal - Indonesia
- Bangladesh Power Developement Board
- Posco Energy - South Korea
- Kalimantan Lumbung Energi - Indonesia
- The State Trading Corporation of India Ltd
- Africa Commodities Group - South Africa
- IEA Clean Coal Centre - UK
- Deloitte Consulting - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Siam City Cement - Thailand
- International Coal Ventures Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- Uttam Galva Steels Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mercuria Energy - Indonesia
- Kartika Selabumi Mining - Indonesia
- Simpson Spence & Young - Indonesia
- Ind-Barath Power Infra Limited - India
- Sojitz Corporation - Japan
- Bhoruka Overseas - Indonesia
- ASAPP Information Group - India
- Gujarat Mineral Development Corp Ltd - India
- Semirara Mining and Power Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Interocean Group of Companies - India
- OPG Power Generation Pvt Ltd - India
- Edison Trading Spa - Italy
- Tamil Nadu electricity Board
- Ministry of Mines - Canada
- Makarim & Taira - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- PNOC Exploration Corporation - Philippines
- PetroVietnam Power Coal Import and Supply Company
- Vedanta Resources Plc - India
- Chettinad Cement Corporation Ltd - India
- Binh Thuan Hamico - Vietnam
- PowerSource Philippines DevCo
- TNB Fuel Sdn Bhd - Malaysia
- Standard Chartered Bank - UAE
- Coal and Oil Company - UAE
- Salva Resources Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Parliament of New Zealand
- Medco Energi Mining Internasional
- Jindal Steel & Power Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Tata Chemicals Ltd - India
- GAC Shipping (India) Pvt Ltd
- Sree Jayajothi Cements Limited - India
- Electricity Authority, New Zealand
- Meenaskhi Energy Private Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Videocon Industries ltd - India
- Minerals Council of Australia
- Billiton Holdings Pty Ltd - Australia
- Sakthi Sugars Limited - India
- European Bulk Services B.V. - Netherlands
- Petron Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- Star Paper Mills Limited - India
- Coalindo Energy - Indonesia
- Sical Logistics Limited - India
- Larsen & Toubro Limited - India
- Siam City Cement PLC, Thailand
- Bayan Resources Tbk. - Indonesia
- Goldman Sachs - Singapore
- Semirara Mining Corp, Philippines
- New Zealand Coal & Carbon
- Independent Power Producers Association of India
- Neyveli Lignite Corporation Ltd, - India
- Indian Energy Exchange, India
- Global Green Power PLC Corporation, Philippines
- Malabar Cements Ltd - India
- Indika Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- Bhatia International Limited - India
- Lanco Infratech Ltd - India
- Baramulti Group, Indonesia
- VISA Power Limited - India
- MS Steel International - UAE
- Bukit Baiduri Energy - Indonesia
- Mjunction Services Limited - India
- Indonesian Coal Mining Association
- Merrill Lynch Commodities Europe
- SMC Global Power, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Thiess Contractors Indonesia
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