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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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Wednesday, 19 February 20
AS OCEAN TEMPERATURES RISE, SHIPOWNERS LOOK FOR WAYS TO COPE - WARTSILA
The world is heating up, and its oceans are no exception. According to the International Panel on Climate Change (IPCC), the oceans absorb the majo ...
Wednesday, 19 February 20
MARKET INSIGHT - INTERMODAL
The coronavirus outbreak is estimated to negatively affect global economy by at least EUR400bn this year, representing around the 0.4% of global GD ...
Tuesday, 18 February 20
WEEKLY MARKET ANALYSIS - ALLIED
Under such poorly performing market circumstances, many usually take the historical approach, in order to better understand and further analyze the ...
Tuesday, 18 February 20
ADARO SHIPPED 27 PERCENT OF ITS TOTAL COAL PRODUCTION IN 2019 TO INDIA AND CHINA
PT Adaro Energy Tbk (AE) produced 58.03 Mt of coal from PT Adaro Indonesia (AI), Balangan Coal Companies and Adaro Me ...
Tuesday, 18 February 20
ADARO REMAINS POSITIVE ON THE LONG-TERM FUNDAMENTALS OF COAL MARKET SUPPORTED BY THE SOUTHEAST ASIA AND SOUTH ASIA REGION
The global seaborne thermal coal market in 2019 was faced with macro and industry challenges which pushed international coa ...
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- Maharashtra Electricity Regulatory Commission - India
- Indian Energy Exchange, India
- LBH Netherlands Bv - Netherlands
- Bukit Baiduri Energy - Indonesia
- Salva Resources Pvt Ltd - India
- The University of Queensland
- Samtan Co., Ltd - South Korea
- ICICI Bank Limited - India
- Bhatia International Limited - India
- Chettinad Cement Corporation Ltd - India
- Power Finance Corporation Ltd., India
- Sakthi Sugars Limited - India
- Posco Energy - South Korea
- Sarangani Energy Corporation, Philippines
- The State Trading Corporation of India Ltd
- Pipit Mutiara Jaya. PT, Indonesia
- Ceylon Electricity Board - Sri Lanka
- Kideco Jaya Agung - Indonesia
- Siam City Cement PLC, Thailand
- Videocon Industries ltd - India
- Meralco Power Generation, Philippines
- Leighton Contractors Pty Ltd - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Alfred C Toepfer International GmbH - Germany
- Kartika Selabumi Mining - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sindya Power Generating Company Private Ltd
- Bulk Trading Sa - Switzerland
- Petrochimia International Co. Ltd.- Taiwan
- Rio Tinto Coal - Australia
- Georgia Ports Authority, United States
- White Energy Company Limited
- Energy Development Corp, Philippines
- Orica Australia Pty. Ltd.
- AsiaOL BioFuels Corp., Philippines
- Aditya Birla Group - India
- Thai Mozambique Logistica
- Directorate General of MIneral and Coal - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Romanian Commodities Exchange
- Mintek Dendrill Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Billiton Holdings Pty Ltd - Australia
- Goldman Sachs - Singapore
- Port Waratah Coal Services - Australia
- Makarim & Taira - Indonesia
- Bhushan Steel Limited - India
- OPG Power Generation Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Miang Besar Coal Terminal - Indonesia
- Iligan Light & Power Inc, Philippines
- Interocean Group of Companies - India
- IEA Clean Coal Centre - UK
- Jaiprakash Power Ventures ltd
- CNBM International Corporation - China
- Semirara Mining Corp, Philippines
- Meenaskhi Energy Private Limited - India
- Agrawal Coal Company - India
- Bharathi Cement Corporation - India
- Coal and Oil Company - UAE
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Siam City Cement - Thailand
- Global Coal Blending Company Limited - Australia
- Indo Tambangraya Megah - Indonesia
- Ministry of Finance - Indonesia
- Sree Jayajothi Cements Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Jindal Steel & Power Ltd - India
- McConnell Dowell - Australia
- Gujarat Electricity Regulatory Commission - India
- Intertek Mineral Services - Indonesia
- Therma Luzon, Inc, Philippines
- GVK Power & Infra Limited - India
- Economic Council, Georgia
- Antam Resourcindo - Indonesia
- Malabar Cements Ltd - India
- Toyota Tsusho Corporation, Japan
- Coastal Gujarat Power Limited - India
- PNOC Exploration Corporation - Philippines
- Standard Chartered Bank - UAE
- Kaltim Prima Coal - Indonesia
- Binh Thuan Hamico - Vietnam
- Eastern Coal Council - USA
- MS Steel International - UAE
- Attock Cement Pakistan Limited
- Independent Power Producers Association of India
- Thiess Contractors Indonesia
- Petron Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Bhoruka Overseas - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ambuja Cements Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Edison Trading Spa - Italy
- Aboitiz Power Corporation - Philippines
- Xindia Steels Limited - India
- India Bulls Power Limited - India
- New Zealand Coal & Carbon
- Essar Steel Hazira Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- PowerSource Philippines DevCo
- Ministry of Transport, Egypt
- Karaikal Port Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- London Commodity Brokers - England
- Tamil Nadu electricity Board
- Energy Link Ltd, New Zealand
- Trasteel International SA, Italy
- Marubeni Corporation - India
- Indonesian Coal Mining Association
- Global Green Power PLC Corporation, Philippines
- Parliament of New Zealand
- Mercator Lines Limited - India
- Barasentosa Lestari - Indonesia
- Mjunction Services Limited - India
- Kapuas Tunggal Persada - Indonesia
- Kumho Petrochemical, South Korea
- TNB Fuel Sdn Bhd - Malaysia
- Holcim Trading Pte Ltd - Singapore
- Neyveli Lignite Corporation Ltd, - India
- Star Paper Mills Limited - India
- SN Aboitiz Power Inc, Philippines
- Vedanta Resources Plc - India
- Cigading International Bulk Terminal - Indonesia
- Maheswari Brothers Coal Limited - India
- Coalindo Energy - Indonesia
- Medco Energi Mining Internasional
- Singapore Mercantile Exchange
- ASAPP Information Group - India
- Ministry of Mines - Canada
- Deloitte Consulting - India
- Parry Sugars Refinery, India
- Savvy Resources Ltd - HongKong
- Carbofer General Trading SA - India
- Borneo Indobara - Indonesia
- Heidelberg Cement - Germany
- Kohat Cement Company Ltd. - Pakistan
- Larsen & Toubro Limited - India
- Globalindo Alam Lestari - Indonesia
- Gujarat Sidhee Cement - India
- Manunggal Multi Energi - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- International Coal Ventures Pvt Ltd - India
- Indian Oil Corporation Limited
- Straits Asia Resources Limited - Singapore
- Tata Chemicals Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- TeaM Sual Corporation - Philippines
- Grasim Industreis Ltd - India
- Electricity Authority, New Zealand
- CIMB Investment Bank - Malaysia
- GMR Energy Limited - India
- Metalloyd Limited - United Kingdom
- Bukit Makmur.PT - Indonesia
- Australian Coal Association
- Directorate Of Revenue Intelligence - India
- Pendopo Energi Batubara - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Baramulti Group, Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Vizag Seaport Private Limited - India
- Riau Bara Harum - Indonesia
- Kepco SPC Power Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- Lanco Infratech Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Eastern Energy - Thailand
- Sical Logistics Limited - India
- South Luzon Thermal Energy Corporation
- GAC Shipping (India) Pvt Ltd
- Jorong Barutama Greston.PT - Indonesia
- Cement Manufacturers Association - India
- Sojitz Corporation - Japan
- Krishnapatnam Port Company Ltd. - India
- SMC Global Power, Philippines
- Orica Mining Services - Indonesia
- Kobexindo Tractors - Indoneisa
- Commonwealth Bank - Australia
- VISA Power Limited - India
- Anglo American - United Kingdom
- Simpson Spence & Young - Indonesia
- The Treasury - Australian Government
- Renaissance Capital - South Africa
- Formosa Plastics Group - Taiwan
- SMG Consultants - Indonesia
- Indogreen Group - Indonesia
- Australian Commodity Traders Exchange
- Dalmia Cement Bharat India
- IHS Mccloskey Coal Group - USA
- Wilmar Investment Holdings
- Latin American Coal - Colombia
- Global Business Power Corporation, Philippines
- Uttam Galva Steels Limited - India
- Wood Mackenzie - Singapore
- Mercuria Energy - Indonesia
- Price Waterhouse Coopers - Russia
- Chamber of Mines of South Africa
- European Bulk Services B.V. - Netherlands
- Karbindo Abesyapradhi - Indoneisa
- Bangladesh Power Developement Board
- Central Java Power - Indonesia
- Indika Energy - Indonesia
- Altura Mining Limited, Indonesia
- Minerals Council of Australia
- San Jose City I Power Corp, Philippines
- Africa Commodities Group - South Africa
- Electricity Generating Authority of Thailand
- GN Power Mariveles Coal Plant, Philippines
- Oldendorff Carriers - Singapore
- Banpu Public Company Limited - Thailand
- Timah Investasi Mineral - Indoneisa
- PTC India Limited - India
- Planning Commission, India
- Central Electricity Authority - India
- Madhucon Powers Ltd - India
- Merrill Lynch Commodities Europe
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