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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, 22 March 24
INDONESIA APPROVES 922.14 MLN T COAL PRODUCTION QUOTA FOR 2024, ABOVE TARGET - REUTERS
Indonesia has approved coal production quotas totalling 922.14 million metric tons for 2024, Bambang Suswantono, a senior official at the mining mi ...
Friday, 22 March 24
CHINA COAL INDUSTRY GROUP EXPECTS OUTPUT GROWTH TO SLOW IN 2024 - REUTERS
China’s coal output is expected to increase 36 million metric tons, or 0.8%, to about 4.7 billion tonnes in 2024, a Chinese coal industry gro ...
Monday, 18 March 24
THREE KEY TAKEAWAYS FROM OUR EUROPE GAS MARKETS SHORT-TERM OUTLOOK Q1 2024 - WOOD MACKENZIE
European gas prices are currently back to pre-crisis levels, but with a complex series of factors affecting future supply and demand, are they set ...
Wednesday, 06 March 24
INDONESIA AIMS TO FINISH MINING OUTPUT QUOTAS APPROVAL BY END-MARCH, OFFICIAL SAYS - REUTERS
Indonesia’s has approved the mining production quotarequests from more than 120mineral companies and aims to complete the approval process th ...
Monday, 04 March 24
IS YOUR GUARANTEE A GUARANTEE? NOTE TO SHIPOWNERS - GARD
KNOWLEDGE TO ELEVATE
The law of guarantees is not always obvious or easy to understand without proper guidance. This article clarifies the dif ...
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Showing 26 to 30 news of total 6871 |
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- Ceylon Electricity Board - Sri Lanka
- Malabar Cements Ltd - India
- Indo Tambangraya Megah - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Sical Logistics Limited - India
- Global Coal Blending Company Limited - Australia
- Kapuas Tunggal Persada - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Gujarat Sidhee Cement - India
- Billiton Holdings Pty Ltd - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Ministry of Transport, Egypt
- Global Business Power Corporation, Philippines
- Antam Resourcindo - Indonesia
- Videocon Industries ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Singapore Mercantile Exchange
- Central Java Power - Indonesia
- Attock Cement Pakistan Limited
- New Zealand Coal & Carbon
- Salva Resources Pvt Ltd - India
- Bukit Makmur.PT - Indonesia
- Eastern Energy - Thailand
- Gujarat Mineral Development Corp Ltd - India
- Chamber of Mines of South Africa
- Semirara Mining Corp, Philippines
- Posco Energy - South Korea
- Economic Council, Georgia
- Latin American Coal - Colombia
- Planning Commission, India
- Kartika Selabumi Mining - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Cement Manufacturers Association - India
- Commonwealth Bank - Australia
- Grasim Industreis Ltd - India
- Sakthi Sugars Limited - India
- Altura Mining Limited, Indonesia
- Thai Mozambique Logistica
- Sinarmas Energy and Mining - Indonesia
- LBH Netherlands Bv - Netherlands
- Xindia Steels Limited - India
- Central Electricity Authority - India
- Aboitiz Power Corporation - Philippines
- White Energy Company Limited
- Independent Power Producers Association of India
- Interocean Group of Companies - India
- Coastal Gujarat Power Limited - India
- London Commodity Brokers - England
- GN Power Mariveles Coal Plant, Philippines
- Alfred C Toepfer International GmbH - Germany
- Iligan Light & Power Inc, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Tamil Nadu electricity Board
- Indogreen Group - Indonesia
- OPG Power Generation Pvt Ltd - India
- Makarim & Taira - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Indika Energy - Indonesia
- Petron Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- Goldman Sachs - Singapore
- SMG Consultants - Indonesia
- Simpson Spence & Young - Indonesia
- Renaissance Capital - South Africa
- International Coal Ventures Pvt Ltd - India
- Mjunction Services Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- CNBM International Corporation - China
- Bulk Trading Sa - Switzerland
- McConnell Dowell - Australia
- Australian Coal Association
- Siam City Cement - Thailand
- Ministry of Mines - Canada
- Jaiprakash Power Ventures ltd
- Agrawal Coal Company - India
- Bahari Cakrawala Sebuku - Indonesia
- The State Trading Corporation of India Ltd
- Marubeni Corporation - India
- Eastern Coal Council - USA
- Australian Commodity Traders Exchange
- Rio Tinto Coal - Australia
- Gujarat Electricity Regulatory Commission - India
- Trasteel International SA, Italy
- Uttam Galva Steels Limited - India
- GAC Shipping (India) Pvt Ltd
- Toyota Tsusho Corporation, Japan
- Dalmia Cement Bharat India
- CIMB Investment Bank - Malaysia
- Port Waratah Coal Services - Australia
- Kobexindo Tractors - Indoneisa
- Minerals Council of Australia
- Ind-Barath Power Infra Limited - India
- ICICI Bank Limited - India
- Holcim Trading Pte Ltd - Singapore
- SMC Global Power, Philippines
- Price Waterhouse Coopers - Russia
- Maheswari Brothers Coal Limited - India
- GMR Energy Limited - India
- Ministry of Finance - Indonesia
- Anglo American - United Kingdom
- GVK Power & Infra Limited - India
- SN Aboitiz Power Inc, Philippines
- Kumho Petrochemical, South Korea
- Jindal Steel & Power Ltd - India
- Timah Investasi Mineral - Indoneisa
- Karbindo Abesyapradhi - Indoneisa
- Meralco Power Generation, Philippines
- Globalindo Alam Lestari - Indonesia
- Mintek Dendrill Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Tata Chemicals Ltd - India
- Parliament of New Zealand
- Deloitte Consulting - India
- Kohat Cement Company Ltd. - Pakistan
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ambuja Cements Ltd - India
- PNOC Exploration Corporation - Philippines
- Indonesian Coal Mining Association
- Sojitz Corporation - Japan
- Manunggal Multi Energi - Indonesia
- VISA Power Limited - India
- Rashtriya Ispat Nigam Limited - India
- PowerSource Philippines DevCo
- The Treasury - Australian Government
- Banpu Public Company Limited - Thailand
- Orica Australia Pty. Ltd.
- India Bulls Power Limited - India
- MS Steel International - UAE
- Larsen & Toubro Limited - India
- Straits Asia Resources Limited - Singapore
- Lanco Infratech Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- European Bulk Services B.V. - Netherlands
- Medco Energi Mining Internasional
- Carbofer General Trading SA - India
- Coal and Oil Company - UAE
- Orica Mining Services - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Edison Trading Spa - Italy
- Electricity Authority, New Zealand
- Bukit Baiduri Energy - Indonesia
- Bhatia International Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Therma Luzon, Inc, Philippines
- Vedanta Resources Plc - India
- Sree Jayajothi Cements Limited - India
- Chettinad Cement Corporation Ltd - India
- ASAPP Information Group - India
- Wilmar Investment Holdings
- Africa Commodities Group - South Africa
- Borneo Indobara - Indonesia
- Thiess Contractors Indonesia
- Aditya Birla Group - India
- Bhushan Steel Limited - India
- Directorate Of Revenue Intelligence - India
- Maharashtra Electricity Regulatory Commission - India
- The University of Queensland
- Karaikal Port Pvt Ltd - India
- Mercator Lines Limited - India
- Sarangani Energy Corporation, Philippines
- South Luzon Thermal Energy Corporation
- Kepco SPC Power Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Bharathi Cement Corporation - India
- Power Finance Corporation Ltd., India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Essar Steel Hazira Ltd - India
- Indian Energy Exchange, India
- Wood Mackenzie - Singapore
- Metalloyd Limited - United Kingdom
- Madhucon Powers Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Binh Thuan Hamico - Vietnam
- Intertek Mineral Services - Indonesia
- IHS Mccloskey Coal Group - USA
- Indian Oil Corporation Limited
- Mercuria Energy - Indonesia
- Savvy Resources Ltd - HongKong
- Energy Development Corp, Philippines
- Romanian Commodities Exchange
- Kaltim Prima Coal - Indonesia
- Riau Bara Harum - Indonesia
- IEA Clean Coal Centre - UK
- Bangladesh Power Developement Board
- Samtan Co., Ltd - South Korea
- Star Paper Mills Limited - India
- Merrill Lynch Commodities Europe
- Georgia Ports Authority, United States
- Cigading International Bulk Terminal - Indonesia
- Pendopo Energi Batubara - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Oldendorff Carriers - Singapore
- PTC India Limited - India
- Bayan Resources Tbk. - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Petrochimia International Co. Ltd.- Taiwan
- Standard Chartered Bank - UAE
- Baramulti Group, Indonesia
- Krishnapatnam Port Company Ltd. - India
- Energy Link Ltd, New Zealand
- Bhoruka Overseas - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Barasentosa Lestari - Indonesia
- Heidelberg Cement - Germany
- San Jose City I Power Corp, Philippines
- Siam City Cement PLC, Thailand
- Formosa Plastics Group - Taiwan
- Kideco Jaya Agung - Indonesia
- Global Green Power PLC Corporation, Philippines
- Electricity Generating Authority of Thailand
- TeaM Sual Corporation - Philippines
- Coalindo Energy - Indonesia
- Parry Sugars Refinery, India
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