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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, 12 June 24
CHINA ACCOUNTS FOR 16.3% OF AUSTRALIA'S COAL EXPORTS, FOLLOWED BY INDIA 14.4% - BANCHERO COSTA
Global coal trade has really picked up pace in recent months, and is now fully back to pre-Covid levels says Banchero Costa in its latest report.
...
Wednesday, 12 June 24
LNG NEWBUILDING VALUES AT RECORD HIGH: 78 NEWBUILD ORDERS PLACED IN 2024, DOUBLING 2023 - VESON NAUTICAL
The number of LNG newbuilding orders have more than doubled from the same period last year where 34 orders were placed, compared to 78 in the first ...
Monday, 10 June 24
CHINA'S MAY COAL IMPORTS RISE 11% ON LOWER DOMESTIC OUTPUT - REUTERS
China’s imports of coal rose 11% in May from a year earlier, customs data and Reuters records showed on Friday, as lower domestic output this ...
Tuesday, 04 June 24
HOW DO WESTERN SANCTIONS ON RUSSIA IMPACT THE GLOBAL METALS, MINING AND COAL MARKETS - WOOD MACKENZIE
The geopolitical landscape for Russia, as a major supplier of various commodities, has undergone a dramatic transformation since the invasion of Uk ...
Friday, 22 March 24
CASE STUDY: DANGERS OF COAL CARGO - SKULD
Recently, a bulk cargo vessel carrying coal from South Africa to Singapore suffered a fatal accident, resulting in the deaths of three crew members ...
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Showing 21 to 25 news of total 6871 |
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- Tamil Nadu electricity Board
- Rashtriya Ispat Nigam Limited - India
- Deloitte Consulting - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Agrawal Coal Company - India
- Antam Resourcindo - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Singapore Mercantile Exchange
- Semirara Mining Corp, Philippines
- SN Aboitiz Power Inc, Philippines
- Miang Besar Coal Terminal - Indonesia
- IHS Mccloskey Coal Group - USA
- Leighton Contractors Pty Ltd - Australia
- Cigading International Bulk Terminal - Indonesia
- Gujarat Sidhee Cement - India
- Posco Energy - South Korea
- Jaiprakash Power Ventures ltd
- Coalindo Energy - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- GVK Power & Infra Limited - India
- Straits Asia Resources Limited - Singapore
- Simpson Spence & Young - Indonesia
- Ind-Barath Power Infra Limited - India
- Borneo Indobara - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Samtan Co., Ltd - South Korea
- Bhoruka Overseas - Indonesia
- Intertek Mineral Services - Indonesia
- San Jose City I Power Corp, Philippines
- Bukit Makmur.PT - Indonesia
- MS Steel International - UAE
- Lanco Infratech Ltd - India
- Renaissance Capital - South Africa
- Bhushan Steel Limited - India
- Ceylon Electricity Board - Sri Lanka
- Indian Oil Corporation Limited
- Jindal Steel & Power Ltd - India
- Bhatia International Limited - India
- Malabar Cements Ltd - India
- Africa Commodities Group - South Africa
- Chamber of Mines of South Africa
- PNOC Exploration Corporation - Philippines
- Makarim & Taira - Indonesia
- Uttam Galva Steels Limited - India
- Bangladesh Power Developement Board
- Global Green Power PLC Corporation, Philippines
- Salva Resources Pvt Ltd - India
- McConnell Dowell - Australia
- Siam City Cement - Thailand
- GAC Shipping (India) Pvt Ltd
- Thai Mozambique Logistica
- TNB Fuel Sdn Bhd - Malaysia
- IEA Clean Coal Centre - UK
- Merrill Lynch Commodities Europe
- Aditya Birla Group - India
- The Treasury - Australian Government
- Bulk Trading Sa - Switzerland
- White Energy Company Limited
- Gujarat Electricity Regulatory Commission - India
- Chettinad Cement Corporation Ltd - India
- Interocean Group of Companies - India
- Bahari Cakrawala Sebuku - Indonesia
- The University of Queensland
- Aboitiz Power Corporation - Philippines
- Bayan Resources Tbk. - Indonesia
- India Bulls Power Limited - India
- Semirara Mining and Power Corporation, Philippines
- Wood Mackenzie - Singapore
- Banpu Public Company Limited - Thailand
- Dalmia Cement Bharat India
- Kohat Cement Company Ltd. - Pakistan
- GMR Energy Limited - India
- GN Power Mariveles Coal Plant, Philippines
- The State Trading Corporation of India Ltd
- Indonesian Coal Mining Association
- Baramulti Group, Indonesia
- Directorate Of Revenue Intelligence - India
- Star Paper Mills Limited - India
- Xindia Steels Limited - India
- Kobexindo Tractors - Indoneisa
- Maharashtra Electricity Regulatory Commission - India
- Sical Logistics Limited - India
- Power Finance Corporation Ltd., India
- AsiaOL BioFuels Corp., Philippines
- OPG Power Generation Pvt Ltd - India
- Australian Coal Association
- Iligan Light & Power Inc, Philippines
- ICICI Bank Limited - India
- Goldman Sachs - Singapore
- Alfred C Toepfer International GmbH - Germany
- Cement Manufacturers Association - India
- Sree Jayajothi Cements Limited - India
- SMG Consultants - Indonesia
- New Zealand Coal & Carbon
- Minerals Council of Australia
- Wilmar Investment Holdings
- Sarangani Energy Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Sindya Power Generating Company Private Ltd
- Larsen & Toubro Limited - India
- Kartika Selabumi Mining - Indonesia
- CIMB Investment Bank - Malaysia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Videocon Industries ltd - India
- Mintek Dendrill Indonesia
- Port Waratah Coal Services - Australia
- Thiess Contractors Indonesia
- Parliament of New Zealand
- CNBM International Corporation - China
- Bukit Baiduri Energy - Indonesia
- PTC India Limited - India
- Bharathi Cement Corporation - India
- Standard Chartered Bank - UAE
- Romanian Commodities Exchange
- PowerSource Philippines DevCo
- Bank of Tokyo Mitsubishi UFJ Ltd
- Pendopo Energi Batubara - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Gujarat Mineral Development Corp Ltd - India
- Timah Investasi Mineral - Indoneisa
- Grasim Industreis Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Ministry of Transport, Egypt
- Economic Council, Georgia
- Marubeni Corporation - India
- Therma Luzon, Inc, Philippines
- Eastern Energy - Thailand
- London Commodity Brokers - England
- Altura Mining Limited, Indonesia
- Central Java Power - Indonesia
- Karaikal Port Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Toyota Tsusho Corporation, Japan
- Vizag Seaport Private Limited - India
- Manunggal Multi Energi - Indonesia
- Electricity Authority, New Zealand
- Trasteel International SA, Italy
- Carbofer General Trading SA - India
- Kalimantan Lumbung Energi - Indonesia
- Barasentosa Lestari - Indonesia
- Energy Development Corp, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Karbindo Abesyapradhi - Indoneisa
- Siam City Cement PLC, Thailand
- Edison Trading Spa - Italy
- Indika Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Formosa Plastics Group - Taiwan
- Australian Commodity Traders Exchange
- Globalindo Alam Lestari - Indonesia
- Rio Tinto Coal - Australia
- Binh Thuan Hamico - Vietnam
- Latin American Coal - Colombia
- Mercuria Energy - Indonesia
- Essar Steel Hazira Ltd - India
- Attock Cement Pakistan Limited
- Ambuja Cements Ltd - India
- Global Coal Blending Company Limited - Australia
- Kideco Jaya Agung - Indonesia
- Commonwealth Bank - Australia
- Central Electricity Authority - India
- Savvy Resources Ltd - HongKong
- Tata Chemicals Ltd - India
- Parry Sugars Refinery, India
- Mercator Lines Limited - India
- Kaltim Prima Coal - Indonesia
- Orica Mining Services - Indonesia
- Mjunction Services Limited - India
- Madhucon Powers Ltd - India
- Eastern Coal Council - USA
- Ministry of Finance - Indonesia
- Sojitz Corporation - Japan
- Independent Power Producers Association of India
- ASAPP Information Group - India
- Electricity Generating Authority of Thailand
- Kapuas Tunggal Persada - Indonesia
- Petron Corporation, Philippines
- Coastal Gujarat Power Limited - India
- Kumho Petrochemical, South Korea
- Indo Tambangraya Megah - Indonesia
- Vedanta Resources Plc - India
- Anglo American - United Kingdom
- Energy Link Ltd, New Zealand
- European Bulk Services B.V. - Netherlands
- Kepco SPC Power Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Orica Australia Pty. Ltd.
- Jorong Barutama Greston.PT - Indonesia
- Billiton Holdings Pty Ltd - Australia
- LBH Netherlands Bv - Netherlands
- Ministry of Mines - Canada
- Neyveli Lignite Corporation Ltd, - India
- International Coal Ventures Pvt Ltd - India
- Indogreen Group - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Sinarmas Energy and Mining - Indonesia
- Global Business Power Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Heidelberg Cement - Germany
- Oldendorff Carriers - Singapore
- Coal and Oil Company - UAE
- Metalloyd Limited - United Kingdom
- Meralco Power Generation, Philippines
- Sakthi Sugars Limited - India
- SMC Global Power, Philippines
- South Luzon Thermal Energy Corporation
- Medco Energi Mining Internasional
- Meenaskhi Energy Private Limited - India
- Planning Commission, India
- Price Waterhouse Coopers - Russia
- Indian Energy Exchange, India
- Georgia Ports Authority, United States
- TeaM Sual Corporation - Philippines
- VISA Power Limited - India
- Riau Bara Harum - Indonesia
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