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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, 23 February 24
STRONG OUTLOOK FOR THE TANKER MARKET IN 2024 AND BEYOND - DNV
Several factors have aligned over the past two years to create a robust and profitable market for tanker owners, which is expected to drive newbuil ...
Friday, 23 February 24
AUSTRALIAN COAL FLOWS TO ASIA HOVER ABOVE LAST YEAR’S VOLUME TONNES - SIGNAL GROUP
In the final days of February, the dry bulk freight market appeared to maintain a relatively stable momentum, particularly evident in the large ves ...
Friday, 23 February 24
RUSSIAN COAL SHIPMENTS FALL 14% AS SANCTIONS BITE - BIMCO
During the first seven weeks of 2024, Russian coal shipments have fallen 14% y/y. Volumes have gradually declined since October 2023 when logistica ...
Thursday, 22 February 24
BIMCO PUBLISHES SHIP FINANCING FORMS TO ENSURE UNINTERRUPTED USE OF SHIPS
BIMCO has published two standard Quiet Enjoyment Letters (QELs), the first standard form QELs available to the industry, to offer a tool that can e ...
Monday, 19 February 24
METALS INVESTMENT: THE DARKEST HOUR IS JUST BEFORE THE DAWN - WOOD MACKENZIE
Things often seem at their worst just before they get better. In terms of meeting our net zero 2050 scenario, we’ve reached a watershed momen ...
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Showing 31 to 35 news of total 6871 |
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- Ceylon Electricity Board - Sri Lanka
- Aditya Birla Group - India
- SMG Consultants - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Kaltim Prima Coal - Indonesia
- Parry Sugars Refinery, India
- Malabar Cements Ltd - India
- Marubeni Corporation - India
- ICICI Bank Limited - India
- GMR Energy Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Meralco Power Generation, Philippines
- Commonwealth Bank - Australia
- IHS Mccloskey Coal Group - USA
- Chamber of Mines of South Africa
- Indian Energy Exchange, India
- Mercator Lines Limited - India
- CIMB Investment Bank - Malaysia
- Iligan Light & Power Inc, Philippines
- Energy Development Corp, Philippines
- Bhushan Steel Limited - India
- Bharathi Cement Corporation - India
- ASAPP Information Group - India
- Toyota Tsusho Corporation, Japan
- PetroVietnam Power Coal Import and Supply Company
- GVK Power & Infra Limited - India
- Jaiprakash Power Ventures ltd
- Thai Mozambique Logistica
- Metalloyd Limited - United Kingdom
- Jindal Steel & Power Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Siam City Cement PLC, Thailand
- Kepco SPC Power Corporation, Philippines
- Eastern Coal Council - USA
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- European Bulk Services B.V. - Netherlands
- Sree Jayajothi Cements Limited - India
- Ind-Barath Power Infra Limited - India
- Anglo American - United Kingdom
- Bangladesh Power Developement Board
- Borneo Indobara - Indonesia
- Mercuria Energy - Indonesia
- Ministry of Transport, Egypt
- Energy Link Ltd, New Zealand
- Tamil Nadu electricity Board
- Indika Energy - Indonesia
- Orica Australia Pty. Ltd.
- Simpson Spence & Young - Indonesia
- Electricity Authority, New Zealand
- Holcim Trading Pte Ltd - Singapore
- VISA Power Limited - India
- TeaM Sual Corporation - Philippines
- Indo Tambangraya Megah - Indonesia
- Ambuja Cements Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Altura Mining Limited, Indonesia
- Central Electricity Authority - India
- Renaissance Capital - South Africa
- Star Paper Mills Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Wilmar Investment Holdings
- Planning Commission, India
- Semirara Mining Corp, Philippines
- PTC India Limited - India
- Manunggal Multi Energi - Indonesia
- Orica Mining Services - Indonesia
- Australian Coal Association
- Maheswari Brothers Coal Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Bayan Resources Tbk. - Indonesia
- Karaikal Port Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Global Business Power Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Sical Logistics Limited - India
- Formosa Plastics Group - Taiwan
- Sojitz Corporation - Japan
- Parliament of New Zealand
- Sarangani Energy Corporation, Philippines
- San Jose City I Power Corp, Philippines
- London Commodity Brokers - England
- Edison Trading Spa - Italy
- Savvy Resources Ltd - HongKong
- Miang Besar Coal Terminal - Indonesia
- Antam Resourcindo - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Cement Manufacturers Association - India
- Minerals Council of Australia
- Price Waterhouse Coopers - Russia
- Interocean Group of Companies - India
- White Energy Company Limited
- GN Power Mariveles Coal Plant, Philippines
- Petron Corporation, Philippines
- Uttam Galva Steels Limited - India
- Agrawal Coal Company - India
- LBH Netherlands Bv - Netherlands
- Kapuas Tunggal Persada - Indonesia
- Thiess Contractors Indonesia
- Economic Council, Georgia
- PNOC Exploration Corporation - Philippines
- Georgia Ports Authority, United States
- Billiton Holdings Pty Ltd - Australia
- IEA Clean Coal Centre - UK
- Jorong Barutama Greston.PT - Indonesia
- Singapore Mercantile Exchange
- Banpu Public Company Limited - Thailand
- Central Java Power - Indonesia
- Coal and Oil Company - UAE
- Xindia Steels Limited - India
- Siam City Cement - Thailand
- Mintek Dendrill Indonesia
- Global Green Power PLC Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- Eastern Energy - Thailand
- New Zealand Coal & Carbon
- Leighton Contractors Pty Ltd - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Alfred C Toepfer International GmbH - Germany
- Heidelberg Cement - Germany
- Therma Luzon, Inc, Philippines
- Binh Thuan Hamico - Vietnam
- Bukit Asam (Persero) Tbk - Indonesia
- Samtan Co., Ltd - South Korea
- Mjunction Services Limited - India
- Wood Mackenzie - Singapore
- Australian Commodity Traders Exchange
- OPG Power Generation Pvt Ltd - India
- India Bulls Power Limited - India
- Larsen & Toubro Limited - India
- Chettinad Cement Corporation Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Tata Chemicals Ltd - India
- SN Aboitiz Power Inc, Philippines
- Gujarat Electricity Regulatory Commission - India
- Salva Resources Pvt Ltd - India
- Coastal Gujarat Power Limited - India
- Essar Steel Hazira Ltd - India
- Vedanta Resources Plc - India
- Intertek Mineral Services - Indonesia
- SMC Global Power, Philippines
- Baramulti Group, Indonesia
- MS Steel International - UAE
- Indian Oil Corporation Limited
- Medco Energi Mining Internasional
- Kartika Selabumi Mining - Indonesia
- Ministry of Finance - Indonesia
- Africa Commodities Group - South Africa
- Bulk Trading Sa - Switzerland
- Coalindo Energy - Indonesia
- Latin American Coal - Colombia
- Riau Bara Harum - Indonesia
- Attock Cement Pakistan Limited
- Posco Energy - South Korea
- TNB Fuel Sdn Bhd - Malaysia
- CNBM International Corporation - China
- Sakthi Sugars Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Rio Tinto Coal - Australia
- Romanian Commodities Exchange
- Sindya Power Generating Company Private Ltd
- The Treasury - Australian Government
- Bank of Tokyo Mitsubishi UFJ Ltd
- Pendopo Energi Batubara - Indonesia
- Merrill Lynch Commodities Europe
- Goldman Sachs - Singapore
- Kohat Cement Company Ltd. - Pakistan
- Indonesian Coal Mining Association
- Vijayanagar Sugar Pvt Ltd - India
- The University of Queensland
- Makarim & Taira - Indonesia
- Madhucon Powers Ltd - India
- Global Coal Blending Company Limited - Australia
- South Luzon Thermal Energy Corporation
- Straits Asia Resources Limited - Singapore
- Kumho Petrochemical, South Korea
- Vizag Seaport Private Limited - India
- Timah Investasi Mineral - Indoneisa
- Bukit Makmur.PT - Indonesia
- Videocon Industries ltd - India
- Independent Power Producers Association of India
- Carbofer General Trading SA - India
- International Coal Ventures Pvt Ltd - India
- Grasim Industreis Ltd - India
- The State Trading Corporation of India Ltd
- Lanco Infratech Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Power Finance Corporation Ltd., India
- Deloitte Consulting - India
- Gujarat Sidhee Cement - India
- Krishnapatnam Port Company Ltd. - India
- Kideco Jaya Agung - Indonesia
- Standard Chartered Bank - UAE
- Gujarat Mineral Development Corp Ltd - India
- Bukit Baiduri Energy - Indonesia
- Directorate Of Revenue Intelligence - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Ministry of Mines - Canada
- PowerSource Philippines DevCo
- Bhatia International Limited - India
- Electricity Generating Authority of Thailand
- Indogreen Group - Indonesia
- Globalindo Alam Lestari - Indonesia
- Oldendorff Carriers - Singapore
- Dalmia Cement Bharat India
- Pipit Mutiara Jaya. PT, Indonesia
- Aboitiz Power Corporation - Philippines
- McConnell Dowell - Australia
- Trasteel International SA, Italy
- Barasentosa Lestari - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Port Waratah Coal Services - Australia
- GAC Shipping (India) Pvt Ltd
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