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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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- Merrill Lynch Commodities Europe
- Vedanta Resources Plc - India
- Semirara Mining Corp, Philippines
- Kumho Petrochemical, South Korea
- TeaM Sual Corporation - Philippines
- Billiton Holdings Pty Ltd - Australia
- Interocean Group of Companies - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Savvy Resources Ltd - HongKong
- Jaiprakash Power Ventures ltd
- Cigading International Bulk Terminal - Indonesia
- Iligan Light & Power Inc, Philippines
- Attock Cement Pakistan Limited
- Parliament of New Zealand
- South Luzon Thermal Energy Corporation
- Semirara Mining and Power Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Wilmar Investment Holdings
- GAC Shipping (India) Pvt Ltd
- Singapore Mercantile Exchange
- Ministry of Finance - Indonesia
- Karaikal Port Pvt Ltd - India
- Central Electricity Authority - India
- Siam City Cement PLC, Thailand
- Formosa Plastics Group - Taiwan
- ICICI Bank Limited - India
- Larsen & Toubro Limited - India
- Ceylon Electricity Board - Sri Lanka
- PetroVietnam Power Coal Import and Supply Company
- Chettinad Cement Corporation Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Grasim Industreis Ltd - India
- Global Coal Blending Company Limited - Australia
- Sojitz Corporation - Japan
- International Coal Ventures Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Thai Mozambique Logistica
- VISA Power Limited - India
- Indian Energy Exchange, India
- Videocon Industries ltd - India
- CNBM International Corporation - China
- Miang Besar Coal Terminal - Indonesia
- Port Waratah Coal Services - Australia
- AsiaOL BioFuels Corp., Philippines
- Indo Tambangraya Megah - Indonesia
- Makarim & Taira - Indonesia
- Commonwealth Bank - Australia
- Kapuas Tunggal Persada - Indonesia
- Indonesian Coal Mining Association
- Independent Power Producers Association of India
- Jindal Steel & Power Ltd - India
- Sarangani Energy Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- Directorate Of Revenue Intelligence - India
- Kepco SPC Power Corporation, Philippines
- Carbofer General Trading SA - India
- Aboitiz Power Corporation - Philippines
- Romanian Commodities Exchange
- PowerSource Philippines DevCo
- Planning Commission, India
- Australian Coal Association
- Price Waterhouse Coopers - Russia
- Antam Resourcindo - Indonesia
- Simpson Spence & Young - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Borneo Indobara - Indonesia
- San Jose City I Power Corp, Philippines
- Eastern Coal Council - USA
- Star Paper Mills Limited - India
- Banpu Public Company Limited - Thailand
- Standard Chartered Bank - UAE
- Marubeni Corporation - India
- European Bulk Services B.V. - Netherlands
- Toyota Tsusho Corporation, Japan
- Medco Energi Mining Internasional
- Bharathi Cement Corporation - India
- Bahari Cakrawala Sebuku - Indonesia
- Vizag Seaport Private Limited - India
- Kideco Jaya Agung - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Power Finance Corporation Ltd., India
- Bhushan Steel Limited - India
- Malabar Cements Ltd - India
- Ministry of Transport, Egypt
- The Treasury - Australian Government
- Bangladesh Power Developement Board
- Thiess Contractors Indonesia
- Binh Thuan Hamico - Vietnam
- Leighton Contractors Pty Ltd - Australia
- Indian Oil Corporation Limited
- Edison Trading Spa - Italy
- Renaissance Capital - South Africa
- Orica Australia Pty. Ltd.
- Global Green Power PLC Corporation, Philippines
- Tamil Nadu electricity Board
- Oldendorff Carriers - Singapore
- Minerals Council of Australia
- Sindya Power Generating Company Private Ltd
- Eastern Energy - Thailand
- White Energy Company Limited
- Pendopo Energi Batubara - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- IHS Mccloskey Coal Group - USA
- Heidelberg Cement - Germany
- Therma Luzon, Inc, Philippines
- Samtan Co., Ltd - South Korea
- Salva Resources Pvt Ltd - India
- ASAPP Information Group - India
- Electricity Generating Authority of Thailand
- TNB Fuel Sdn Bhd - Malaysia
- Mercuria Energy - Indonesia
- Bhatia International Limited - India
- LBH Netherlands Bv - Netherlands
- London Commodity Brokers - England
- Timah Investasi Mineral - Indoneisa
- Wood Mackenzie - Singapore
- Uttam Galva Steels Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sinarmas Energy and Mining - Indonesia
- Electricity Authority, New Zealand
- Posco Energy - South Korea
- Deloitte Consulting - India
- Barasentosa Lestari - Indonesia
- Parry Sugars Refinery, India
- Gujarat Electricity Regulatory Commission - India
- Siam City Cement - Thailand
- Bukit Makmur.PT - Indonesia
- MS Steel International - UAE
- Bhoruka Overseas - Indonesia
- Sical Logistics Limited - India
- Rio Tinto Coal - Australia
- Holcim Trading Pte Ltd - Singapore
- Energy Development Corp, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- GMR Energy Limited - India
- GN Power Mariveles Coal Plant, Philippines
- PNOC Exploration Corporation - Philippines
- Rashtriya Ispat Nigam Limited - India
- Metalloyd Limited - United Kingdom
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Goldman Sachs - Singapore
- Straits Asia Resources Limited - Singapore
- Aditya Birla Group - India
- Altura Mining Limited, Indonesia
- Anglo American - United Kingdom
- Dalmia Cement Bharat India
- McConnell Dowell - Australia
- Karbindo Abesyapradhi - Indoneisa
- Maharashtra Electricity Regulatory Commission - India
- CIMB Investment Bank - Malaysia
- SMC Global Power, Philippines
- Lanco Infratech Ltd - India
- Tata Chemicals Ltd - India
- Mjunction Services Limited - India
- Sakthi Sugars Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Orica Mining Services - Indonesia
- Coastal Gujarat Power Limited - India
- Energy Link Ltd, New Zealand
- Madhucon Powers Ltd - India
- Gujarat Sidhee Cement - India
- Sree Jayajothi Cements Limited - India
- The University of Queensland
- Kaltim Prima Coal - Indonesia
- Africa Commodities Group - South Africa
- Bulk Trading Sa - Switzerland
- Manunggal Multi Energi - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Essar Steel Hazira Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- OPG Power Generation Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Meralco Power Generation, Philippines
- Mintek Dendrill Indonesia
- Coal and Oil Company - UAE
- Petron Corporation, Philippines
- Riau Bara Harum - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Trasteel International SA, Italy
- PTC India Limited - India
- Agrawal Coal Company - India
- Central Java Power - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- SMG Consultants - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Globalindo Alam Lestari - Indonesia
- Bukit Baiduri Energy - Indonesia
- GVK Power & Infra Limited - India
- Ambuja Cements Ltd - India
- Economic Council, Georgia
- Indika Energy - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Coalindo Energy - Indonesia
- IEA Clean Coal Centre - UK
- Kobexindo Tractors - Indoneisa
- Chamber of Mines of South Africa
- India Bulls Power Limited - India
- Ind-Barath Power Infra Limited - India
- Global Business Power Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- The State Trading Corporation of India Ltd
- Cement Manufacturers Association - India
- Australian Commodity Traders Exchange
- Ministry of Mines - Canada
- Georgia Ports Authority, United States
- Bayan Resources Tbk. - Indonesia
- New Zealand Coal & Carbon
- Mercator Lines Limited - India
- Baramulti Group, Indonesia
- Intertek Mineral Services - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Indogreen Group - Indonesia
- Maheswari Brothers Coal Limited - India
- Xindia Steels Limited - India
- Latin American Coal - Colombia
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