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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, 24 April 20
COAL INDIA TO PRODUCE 710 MT COAL - MINISTER OF COAL AND MINES
Coal India Limited (CIL) will produce 710 million tonnes (MT) of coal and company’s coal off take target will also remain at710 MT for this f ...
Friday, 24 April 20
CHINA COAL PRODUCER YANZHOU COAL POSTS 9.6 PCT RISE IN 2019 NET PROFIT - XINHUA
China’s major coal producer Yanzhou Coal Mining Co., Ltd. said Thursday that its net profit saw a 9.6 percent rise in 2019.
Th ...
Tuesday, 21 April 20
INDONESIA ACCOUNTS FOR 19% OF JAPAN'S TOTAL COAL IMPORTS - BANCHERO COSTA
Coal trade in Asia is proving remarkably resilient this year, despite the global economic impact from COVID-19.
We have seen China&r ...
Tuesday, 21 April 20
COVID-19: CHARTERPARTY MATTERS FOR SHIPOWNERS - SKULD
KNOWLEDGE TO ELEVATE
Whilst the plight of cruise ships, stranded off shore with sick passengers and crew, may be dominating media headlines, t ...
Monday, 20 April 20
SUPRAMAX: A 52,000DWT SHIP FIXING AN INDONESIA COAL RUN TO CHINA AT $4400 - BALTIC BRIEFING
Capesize
This week was the strongest period seen for the Capesize market in several months. All routes globally succumbed to improved sentiment ...
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- Planning Commission, India
- Baramulti Group, Indonesia
- Edison Trading Spa - Italy
- Heidelberg Cement - Germany
- Pendopo Energi Batubara - Indonesia
- Carbofer General Trading SA - India
- Lanco Infratech Ltd - India
- Manunggal Multi Energi - Indonesia
- Chamber of Mines of South Africa
- Orica Mining Services - Indonesia
- McConnell Dowell - Australia
- White Energy Company Limited
- Ambuja Cements Ltd - India
- Vizag Seaport Private Limited - India
- Semirara Mining Corp, Philippines
- Cement Manufacturers Association - India
- Mjunction Services Limited - India
- Mercator Lines Limited - India
- Directorate General of MIneral and Coal - Indonesia
- European Bulk Services B.V. - Netherlands
- Formosa Plastics Group - Taiwan
- Parry Sugars Refinery, India
- Renaissance Capital - South Africa
- LBH Netherlands Bv - Netherlands
- Oldendorff Carriers - Singapore
- Globalindo Alam Lestari - Indonesia
- Kobexindo Tractors - Indoneisa
- GVK Power & Infra Limited - India
- Borneo Indobara - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Therma Luzon, Inc, Philippines
- Merrill Lynch Commodities Europe
- Australian Commodity Traders Exchange
- Petron Corporation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Energy Development Corp, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Star Paper Mills Limited - India
- Malabar Cements Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Siam City Cement - Thailand
- San Jose City I Power Corp, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Leighton Contractors Pty Ltd - Australia
- Barasentosa Lestari - Indonesia
- Toyota Tsusho Corporation, Japan
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- International Coal Ventures Pvt Ltd - India
- Deloitte Consulting - India
- Ministry of Transport, Egypt
- Jaiprakash Power Ventures ltd
- VISA Power Limited - India
- Latin American Coal - Colombia
- IEA Clean Coal Centre - UK
- Coal and Oil Company - UAE
- Altura Mining Limited, Indonesia
- Sojitz Corporation - Japan
- Miang Besar Coal Terminal - Indonesia
- Simpson Spence & Young - Indonesia
- Kideco Jaya Agung - Indonesia
- SMC Global Power, Philippines
- Binh Thuan Hamico - Vietnam
- Rashtriya Ispat Nigam Limited - India
- CIMB Investment Bank - Malaysia
- Banpu Public Company Limited - Thailand
- Mintek Dendrill Indonesia
- Ministry of Finance - Indonesia
- Bangladesh Power Developement Board
- Kaltim Prima Coal - Indonesia
- Samtan Co., Ltd - South Korea
- Tamil Nadu electricity Board
- Medco Energi Mining Internasional
- PNOC Exploration Corporation - Philippines
- Attock Cement Pakistan Limited
- Ministry of Mines - Canada
- Independent Power Producers Association of India
- Sinarmas Energy and Mining - Indonesia
- CNBM International Corporation - China
- Sarangani Energy Corporation, Philippines
- Eastern Coal Council - USA
- Dalmia Cement Bharat India
- Standard Chartered Bank - UAE
- Indika Energy - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Riau Bara Harum - Indonesia
- MS Steel International - UAE
- Maharashtra Electricity Regulatory Commission - India
- Indonesian Coal Mining Association
- Bharathi Cement Corporation - India
- Gujarat Electricity Regulatory Commission - India
- Grasim Industreis Ltd - India
- OPG Power Generation Pvt Ltd - India
- Tata Chemicals Ltd - India
- Goldman Sachs - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Maheswari Brothers Coal Limited - India
- Larsen & Toubro Limited - India
- Interocean Group of Companies - India
- Indo Tambangraya Megah - Indonesia
- Sindya Power Generating Company Private Ltd
- PTC India Limited - India
- Anglo American - United Kingdom
- India Bulls Power Limited - India
- Minerals Council of Australia
- Marubeni Corporation - India
- ICICI Bank Limited - India
- Thiess Contractors Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- The State Trading Corporation of India Ltd
- Mercuria Energy - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Makarim & Taira - Indonesia
- Price Waterhouse Coopers - Russia
- Kohat Cement Company Ltd. - Pakistan
- Georgia Ports Authority, United States
- The Treasury - Australian Government
- Meralco Power Generation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- London Commodity Brokers - England
- Antam Resourcindo - Indonesia
- Sical Logistics Limited - India
- PowerSource Philippines DevCo
- Salva Resources Pvt Ltd - India
- Madhucon Powers Ltd - India
- Posco Energy - South Korea
- Central Java Power - Indonesia
- SMG Consultants - Indonesia
- Bhatia International Limited - India
- SN Aboitiz Power Inc, Philippines
- ASAPP Information Group - India
- Straits Asia Resources Limited - Singapore
- Karaikal Port Pvt Ltd - India
- Parliament of New Zealand
- Billiton Holdings Pty Ltd - Australia
- Indian Oil Corporation Limited
- Sakthi Sugars Limited - India
- Sree Jayajothi Cements Limited - India
- Siam City Cement PLC, Thailand
- TeaM Sual Corporation - Philippines
- Aboitiz Power Corporation - Philippines
- Global Green Power PLC Corporation, Philippines
- Videocon Industries ltd - India
- Alfred C Toepfer International GmbH - Germany
- IHS Mccloskey Coal Group - USA
- Energy Link Ltd, New Zealand
- Meenaskhi Energy Private Limited - India
- Africa Commodities Group - South Africa
- Port Waratah Coal Services - Australia
- Power Finance Corporation Ltd., India
- Ind-Barath Power Infra Limited - India
- Kapuas Tunggal Persada - Indonesia
- Indogreen Group - Indonesia
- Bukit Makmur.PT - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Directorate Of Revenue Intelligence - India
- Wilmar Investment Holdings
- Rio Tinto Coal - Australia
- Savvy Resources Ltd - HongKong
- Thai Mozambique Logistica
- Australian Coal Association
- Gujarat Sidhee Cement - India
- Kepco SPC Power Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Global Coal Blending Company Limited - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Coalindo Energy - Indonesia
- Jindal Steel & Power Ltd - India
- Bhoruka Overseas - Indonesia
- Indian Energy Exchange, India
- Economic Council, Georgia
- New Zealand Coal & Carbon
- Kumho Petrochemical, South Korea
- Holcim Trading Pte Ltd - Singapore
- Uttam Galva Steels Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Orica Australia Pty. Ltd.
- Romanian Commodities Exchange
- Agrawal Coal Company - India
- Eastern Energy - Thailand
- PetroVietnam Power Coal Import and Supply Company
- Intertek Mineral Services - Indonesia
- Iligan Light & Power Inc, Philippines
- Bukit Baiduri Energy - Indonesia
- Wood Mackenzie - Singapore
- Aditya Birla Group - India
- Chettinad Cement Corporation Ltd - India
- Global Business Power Corporation, Philippines
- Trasteel International SA, Italy
- GAC Shipping (India) Pvt Ltd
- Central Electricity Authority - India
- Singapore Mercantile Exchange
- Electricity Authority, New Zealand
- The University of Queensland
- Bulk Trading Sa - Switzerland
- GMR Energy Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Timah Investasi Mineral - Indoneisa
- Kalimantan Lumbung Energi - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- Semirara Mining and Power Corporation, Philippines
- Electricity Generating Authority of Thailand
- Metalloyd Limited - United Kingdom
- Commonwealth Bank - Australia
- Karbindo Abesyapradhi - Indoneisa
- Bhushan Steel Limited - India
- Essar Steel Hazira Ltd - India
- Coastal Gujarat Power Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Xindia Steels Limited - India
- Bayan Resources Tbk. - Indonesia
- Kartika Selabumi Mining - Indonesia
- Vedanta Resources Plc - India
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