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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, 17 April 20
PANDEMIC TO BRING ASIA'S 2020 GROWTH TO HALT FOR 1ST TIME IN 60 YEARS - IMF: REUTERS
Asia’s economic growth this year will grind to a halt for the first time in 60 years, as the coronavirus crisis takes an “unprecedented ...
Friday, 17 April 20
OPEC BRACES FOR OIL MARKET'S "HISTORIC SHOCK"
OPEC released its much anticipated April monthly report.
Crude Oil Price Movements
Crude oil prices collapsed in March 2020, rec ...
Friday, 17 April 20
SAUDI ARABIA'S MAY 2020 OSPS FOR CRUDE EXPORTS BODE WELL FOR ASIAN REFINERS - WOOD MACKENZIE
On 13 April, Saudi Arabia announced the Official Selling Prices (OSPs) for its May crude oil exports. The new OSPs speak volumes about Saudi Arabia ...
Friday, 17 April 20
SEABORNE COAL PRICES UNDER PRESSURE AS DEMAND SOFTENS IN CHINA, INDIA - CLYDE RUSSELL
Worrying signs are emerging for coal exporters to the world’s biggest markets in Asia, as top buyers China and India move to favour domestic ...
Thursday, 16 April 20
THERMAL POWER SECTOR FACES BLEAK SCENARIO POST-COVID SITUATION - THE HINDU BUSINESS LINE
The centre should take a fresh look at coal-energy value chain as the sector tops the chart on loan defaults.
Covid-19 may have serv ...
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- Thiess Contractors Indonesia
- Holcim Trading Pte Ltd - Singapore
- Meralco Power Generation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- GAC Shipping (India) Pvt Ltd
- Manunggal Multi Energi - Indonesia
- Wilmar Investment Holdings
- Indogreen Group - Indonesia
- Eastern Energy - Thailand
- Parry Sugars Refinery, India
- GMR Energy Limited - India
- International Coal Ventures Pvt Ltd - India
- Agrawal Coal Company - India
- Intertek Mineral Services - Indonesia
- Mintek Dendrill Indonesia
- Meenaskhi Energy Private Limited - India
- Energy Development Corp, Philippines
- Miang Besar Coal Terminal - Indonesia
- Edison Trading Spa - Italy
- Vijayanagar Sugar Pvt Ltd - India
- Anglo American - United Kingdom
- Bank of Tokyo Mitsubishi UFJ Ltd
- Trasteel International SA, Italy
- Global Business Power Corporation, Philippines
- Mercator Lines Limited - India
- Bhatia International Limited - India
- Attock Cement Pakistan Limited
- Gujarat Electricity Regulatory Commission - India
- Sakthi Sugars Limited - India
- Pendopo Energi Batubara - Indonesia
- Medco Energi Mining Internasional
- Bayan Resources Tbk. - Indonesia
- Semirara Mining Corp, Philippines
- SMC Global Power, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Metalloyd Limited - United Kingdom
- Malabar Cements Ltd - India
- LBH Netherlands Bv - Netherlands
- Xindia Steels Limited - India
- IHS Mccloskey Coal Group - USA
- Petrochimia International Co. Ltd.- Taiwan
- TNB Fuel Sdn Bhd - Malaysia
- Oldendorff Carriers - Singapore
- SN Aboitiz Power Inc, Philippines
- Borneo Indobara - Indonesia
- Heidelberg Cement - Germany
- Independent Power Producers Association of India
- The University of Queensland
- Mercuria Energy - Indonesia
- Madhucon Powers Ltd - India
- Chettinad Cement Corporation Ltd - India
- Bharathi Cement Corporation - India
- South Luzon Thermal Energy Corporation
- Leighton Contractors Pty Ltd - Australia
- AsiaOL BioFuels Corp., Philippines
- Vedanta Resources Plc - India
- Romanian Commodities Exchange
- Standard Chartered Bank - UAE
- Latin American Coal - Colombia
- Cigading International Bulk Terminal - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Jindal Steel & Power Ltd - India
- TeaM Sual Corporation - Philippines
- Australian Coal Association
- Antam Resourcindo - Indonesia
- Barasentosa Lestari - Indonesia
- India Bulls Power Limited - India
- Essar Steel Hazira Ltd - India
- ICICI Bank Limited - India
- Maheswari Brothers Coal Limited - India
- Dalmia Cement Bharat India
- Global Coal Blending Company Limited - Australia
- PowerSource Philippines DevCo
- Toyota Tsusho Corporation, Japan
- Interocean Group of Companies - India
- Vizag Seaport Private Limited - India
- Parliament of New Zealand
- Sindya Power Generating Company Private Ltd
- Singapore Mercantile Exchange
- Kartika Selabumi Mining - Indonesia
- Ministry of Mines - Canada
- Orica Mining Services - Indonesia
- Altura Mining Limited, Indonesia
- Goldman Sachs - Singapore
- White Energy Company Limited
- Samtan Co., Ltd - South Korea
- Baramulti Group, Indonesia
- Coastal Gujarat Power Limited - India
- Simpson Spence & Young - Indonesia
- Electricity Authority, New Zealand
- Eastern Coal Council - USA
- PTC India Limited - India
- Indian Oil Corporation Limited
- Tamil Nadu electricity Board
- Riau Bara Harum - Indonesia
- Deloitte Consulting - India
- Siam City Cement PLC, Thailand
- Indonesian Coal Mining Association
- Commonwealth Bank - Australia
- New Zealand Coal & Carbon
- ASAPP Information Group - India
- Videocon Industries ltd - India
- Global Green Power PLC Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Planning Commission, India
- Bangladesh Power Developement Board
- Binh Thuan Hamico - Vietnam
- Thai Mozambique Logistica
- Indika Energy - Indonesia
- Sree Jayajothi Cements Limited - India
- The Treasury - Australian Government
- Minerals Council of Australia
- Africa Commodities Group - South Africa
- Bulk Trading Sa - Switzerland
- Australian Commodity Traders Exchange
- Larsen & Toubro Limited - India
- Star Paper Mills Limited - India
- Savvy Resources Ltd - HongKong
- Billiton Holdings Pty Ltd - Australia
- VISA Power Limited - India
- Globalindo Alam Lestari - Indonesia
- Directorate Of Revenue Intelligence - India
- Ministry of Transport, Egypt
- Neyveli Lignite Corporation Ltd, - India
- Sinarmas Energy and Mining - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Carbofer General Trading SA - India
- Georgia Ports Authority, United States
- Ministry of Finance - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Gujarat Sidhee Cement - India
- Timah Investasi Mineral - Indoneisa
- CIMB Investment Bank - Malaysia
- Offshore Bulk Terminal Pte Ltd, Singapore
- MS Steel International - UAE
- Makarim & Taira - Indonesia
- Rio Tinto Coal - Australia
- Uttam Galva Steels Limited - India
- Krishnapatnam Port Company Ltd. - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Indian Energy Exchange, India
- Central Electricity Authority - India
- GN Power Mariveles Coal Plant, Philippines
- OPG Power Generation Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Electricity Generating Authority of Thailand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Cement Manufacturers Association - India
- Ceylon Electricity Board - Sri Lanka
- McConnell Dowell - Australia
- Central Java Power - Indonesia
- Coalindo Energy - Indonesia
- European Bulk Services B.V. - Netherlands
- Kideco Jaya Agung - Indonesia
- Indo Tambangraya Megah - Indonesia
- Therma Luzon, Inc, Philippines
- Salva Resources Pvt Ltd - India
- Merrill Lynch Commodities Europe
- Sical Logistics Limited - India
- Chamber of Mines of South Africa
- CNBM International Corporation - China
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- The State Trading Corporation of India Ltd
- Kobexindo Tractors - Indoneisa
- Siam City Cement - Thailand
- Grasim Industreis Ltd - India
- Energy Link Ltd, New Zealand
- Orica Australia Pty. Ltd.
- Kohat Cement Company Ltd. - Pakistan
- Gujarat Mineral Development Corp Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- IEA Clean Coal Centre - UK
- Coal and Oil Company - UAE
- Tata Chemicals Ltd - India
- London Commodity Brokers - England
- Banpu Public Company Limited - Thailand
- Price Waterhouse Coopers - Russia
- Lanco Infratech Ltd - India
- Iligan Light & Power Inc, Philippines
- SMG Consultants - Indonesia
- GVK Power & Infra Limited - India
- Aditya Birla Group - India
- Bhoruka Overseas - Indonesia
- Aboitiz Power Corporation - Philippines
- Bhushan Steel Limited - India
- Kumho Petrochemical, South Korea
- Renaissance Capital - South Africa
- Straits Asia Resources Limited - Singapore
- Kaltim Prima Coal - Indonesia
- Formosa Plastics Group - Taiwan
- Semirara Mining and Power Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- Kepco SPC Power Corporation, Philippines
- Wood Mackenzie - Singapore
- Ambuja Cements Ltd - India
- Mjunction Services Limited - India
- Kapuas Tunggal Persada - Indonesia
- Petron Corporation, Philippines
- Port Waratah Coal Services - Australia
- PNOC Exploration Corporation - Philippines
- Jaiprakash Power Ventures ltd
- Marubeni Corporation - India
- Karaikal Port Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Sojitz Corporation - Japan
- Economic Council, Georgia
- Jorong Barutama Greston.PT - Indonesia
- Ind-Barath Power Infra Limited - India
- San Jose City I Power Corp, Philippines
- Bukit Makmur.PT - Indonesia
- Power Finance Corporation Ltd., India
- Pipit Mutiara Jaya. PT, Indonesia
- Posco Energy - South Korea
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