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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 September 24
REBOUND IN OIL DEMAND COULD LIFT MARKET IN LATTER HALF OF 2024 - BIMCO
Supply/demand
Based on a strong second half demand, the supply/balance is forecast to strengthen in 2024 but weaken slightly in 2025 as n ...
Friday, 06 September 24
GLOBAL SEABORNE LNG TRADE HAS CONTINUED TO INCREASE LAST YEAR - BANCHERO COSTA
Global seaborne LNG trade has continued to increase last year, helped also by the events in Ukraine which forced Europe to diversify away from Russ ...
Wednesday, 28 August 24
SEABORNE COAL IMPORTS INTO INDIA INCREASED BY +9.9% Y-O-Y TO 146.6 MLN T - BANCHERO COSTA
Global coal trade has really picked up pace over the past year, and is now fully back to pre-Covid levels said Banchero Costa Research in its lates ...
Tuesday, 06 August 24
EXERCISE CAUTION WITH AMMONIA SWITCH - BALTIC EXCHANGE
A new study from the Massachusetts Institute of Technology (MIT) has thrown a spanner into the plan to transition ships from diesel fuel to ammonia ...
Friday, 02 August 24
ENERGY MARKET DEVELOPMENTS: COAL AND NATURAL GAS PRICES REACH RECORD HIGHS - WORLD BANK
The recent surge in natural gas and coal prices has been so swift that the main benchmarks were roughly three times higher in 2022Q2 compared to a ...
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- Directorate General of MIneral and Coal - Indonesia
- Indian Energy Exchange, India
- Iligan Light & Power Inc, Philippines
- Karaikal Port Pvt Ltd - India
- Banpu Public Company Limited - Thailand
- IEA Clean Coal Centre - UK
- Romanian Commodities Exchange
- GMR Energy Limited - India
- Sree Jayajothi Cements Limited - India
- Jaiprakash Power Ventures ltd
- Pipit Mutiara Jaya. PT, Indonesia
- LBH Netherlands Bv - Netherlands
- Kideco Jaya Agung - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Trasteel International SA, Italy
- Sinarmas Energy and Mining - Indonesia
- Ministry of Finance - Indonesia
- Sarangani Energy Corporation, Philippines
- Essar Steel Hazira Ltd - India
- South Luzon Thermal Energy Corporation
- Bhoruka Overseas - Indonesia
- Riau Bara Harum - Indonesia
- Global Coal Blending Company Limited - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Economic Council, Georgia
- Borneo Indobara - Indonesia
- Eastern Energy - Thailand
- Maharashtra Electricity Regulatory Commission - India
- Simpson Spence & Young - Indonesia
- Power Finance Corporation Ltd., India
- London Commodity Brokers - England
- Eastern Coal Council - USA
- Karbindo Abesyapradhi - Indoneisa
- San Jose City I Power Corp, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- The University of Queensland
- Edison Trading Spa - Italy
- Kumho Petrochemical, South Korea
- Mercuria Energy - Indonesia
- Larsen & Toubro Limited - India
- Georgia Ports Authority, United States
- Interocean Group of Companies - India
- Alfred C Toepfer International GmbH - Germany
- Energy Link Ltd, New Zealand
- Deloitte Consulting - India
- Central Electricity Authority - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Independent Power Producers Association of India
- Aditya Birla Group - India
- Anglo American - United Kingdom
- Grasim Industreis Ltd - India
- MS Steel International - UAE
- Kalimantan Lumbung Energi - Indonesia
- Electricity Generating Authority of Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Directorate Of Revenue Intelligence - India
- PNOC Exploration Corporation - Philippines
- Videocon Industries ltd - India
- Timah Investasi Mineral - Indoneisa
- Port Waratah Coal Services - Australia
- Gujarat Mineral Development Corp Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Lanco Infratech Ltd - India
- Uttam Galva Steels Limited - India
- Savvy Resources Ltd - HongKong
- Siam City Cement - Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- New Zealand Coal & Carbon
- PTC India Limited - India
- Samtan Co., Ltd - South Korea
- SN Aboitiz Power Inc, Philippines
- Indo Tambangraya Megah - Indonesia
- Agrawal Coal Company - India
- India Bulls Power Limited - India
- Thiess Contractors Indonesia
- Pendopo Energi Batubara - Indonesia
- Marubeni Corporation - India
- Asmin Koalindo Tuhup - Indonesia
- Miang Besar Coal Terminal - Indonesia
- ASAPP Information Group - India
- Global Green Power PLC Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Kobexindo Tractors - Indoneisa
- Attock Cement Pakistan Limited
- Formosa Plastics Group - Taiwan
- Africa Commodities Group - South Africa
- Latin American Coal - Colombia
- Australian Coal Association
- Sindya Power Generating Company Private Ltd
- Coastal Gujarat Power Limited - India
- Sical Logistics Limited - India
- Meenaskhi Energy Private Limited - India
- Semirara Mining Corp, Philippines
- Minerals Council of Australia
- Star Paper Mills Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ind-Barath Power Infra Limited - India
- Madhucon Powers Ltd - India
- Singapore Mercantile Exchange
- SMG Consultants - Indonesia
- Tata Chemicals Ltd - India
- Jindal Steel & Power Ltd - India
- Metalloyd Limited - United Kingdom
- Thai Mozambique Logistica
- Altura Mining Limited, Indonesia
- CNBM International Corporation - China
- Ministry of Transport, Egypt
- Binh Thuan Hamico - Vietnam
- Cement Manufacturers Association - India
- SMC Global Power, Philippines
- Meralco Power Generation, Philippines
- Bhushan Steel Limited - India
- Neyveli Lignite Corporation Ltd, - India
- International Coal Ventures Pvt Ltd - India
- Malabar Cements Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Ceylon Electricity Board - Sri Lanka
- Cigading International Bulk Terminal - Indonesia
- Wood Mackenzie - Singapore
- Electricity Authority, New Zealand
- Carbofer General Trading SA - India
- Posco Energy - South Korea
- Indian Oil Corporation Limited
- Bayan Resources Tbk. - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bukit Makmur.PT - Indonesia
- Ambuja Cements Ltd - India
- Globalindo Alam Lestari - Indonesia
- Chamber of Mines of South Africa
- The Treasury - Australian Government
- Orica Australia Pty. Ltd.
- Chettinad Cement Corporation Ltd - India
- Maheswari Brothers Coal Limited - India
- Orica Mining Services - Indonesia
- Price Waterhouse Coopers - Russia
- Mercator Lines Limited - India
- Dalmia Cement Bharat India
- Goldman Sachs - Singapore
- Leighton Contractors Pty Ltd - Australia
- Krishnapatnam Port Company Ltd. - India
- Salva Resources Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- TeaM Sual Corporation - Philippines
- Bhatia International Limited - India
- Central Java Power - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- GVK Power & Infra Limited - India
- Makarim & Taira - Indonesia
- Indonesian Coal Mining Association
- Aboitiz Power Corporation - Philippines
- Medco Energi Mining Internasional
- Kohat Cement Company Ltd. - Pakistan
- Vizag Seaport Private Limited - India
- Rashtriya Ispat Nigam Limited - India
- GAC Shipping (India) Pvt Ltd
- OPG Power Generation Pvt Ltd - India
- Baramulti Group, Indonesia
- Barasentosa Lestari - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Energy Development Corp, Philippines
- Sakthi Sugars Limited - India
- Bharathi Cement Corporation - India
- Therma Luzon, Inc, Philippines
- Wilmar Investment Holdings
- White Energy Company Limited
- Intertek Mineral Services - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Kartika Selabumi Mining - Indonesia
- Standard Chartered Bank - UAE
- Planning Commission, India
- Gujarat Sidhee Cement - India
- Bulk Trading Sa - Switzerland
- Bukit Baiduri Energy - Indonesia
- Bangladesh Power Developement Board
- Commonwealth Bank - Australia
- Parry Sugars Refinery, India
- Sojitz Corporation - Japan
- Indika Energy - Indonesia
- Manunggal Multi Energi - Indonesia
- Kepco SPC Power Corporation, Philippines
- Vedanta Resources Plc - India
- Tamil Nadu electricity Board
- Toyota Tsusho Corporation, Japan
- Siam City Cement PLC, Thailand
- Antam Resourcindo - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Australian Commodity Traders Exchange
- Rio Tinto Coal - Australia
- The State Trading Corporation of India Ltd
- Parliament of New Zealand
- Petron Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Semirara Mining and Power Corporation, Philippines
- Renaissance Capital - South Africa
- CIMB Investment Bank - Malaysia
- European Bulk Services B.V. - Netherlands
- McConnell Dowell - Australia
- Global Business Power Corporation, Philippines
- VISA Power Limited - India
- Coal and Oil Company - UAE
- Mintek Dendrill Indonesia
- Heidelberg Cement - Germany
- Coalindo Energy - Indonesia
- PowerSource Philippines DevCo
- Xindia Steels Limited - India
- Kaltim Prima Coal - Indonesia
- IHS Mccloskey Coal Group - USA
- PetroVietnam Power Coal Import and Supply Company
- Kapuas Tunggal Persada - Indonesia
- Ministry of Mines - Canada
- Mjunction Services Limited - India
- Indogreen Group - Indonesia
- Oldendorff Carriers - Singapore
- ICICI Bank Limited - India
- Merrill Lynch Commodities Europe
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