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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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Thursday, 16 April 20
CHINA'S BENCHMARK POWER COAL PRICE FALLS 5 YUAN PER TONNE - XINHUA
China’s benchmark power coal price fell by 5 yuan (about 70 U.S. cents) per tonne during the past week.
The Bohai-Rim Steam-Co ...
Thursday, 16 April 20
MARKET INSIGHT - INTERMODAL
As everyone anticipated the results of the OPEC + G20 meeting last week, it was very interesting to watch the reaction of tanker rates that were in ...
Monday, 13 April 20
SUPRAMAX: A 56,000DWT SHIP WAS FIXED DELIVERY PARADIP, REDELIVERY CHINA, AT $4,700 - BALTIC BRIEFING
Capesize
The Capesize market this past week looks to have come off life support and found some improved sentiment. The week began rather ordina ...
Saturday, 11 April 20
FAQ: COVID-19 AND CLUB COVER - UK P&I
KNOWLEDGE TO ELEVATE
The Coronavirus (COVID-19) pandemic has generated a significant number of enquiries and questions from Members in recent ...
Saturday, 11 April 20
KOEN POWER PLANTS INVITED BIDS FOR 1.5 -1.62 MMT OF STEAM COAL
COALspot.com: South Korea’s KOREA SOUTH-EAST POWER CO., LTD. (KOEN) has issued an international tender for 1,500,000-1,620,000 Metric Tons (M ...
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- Samtan Co., Ltd - South Korea
- International Coal Ventures Pvt Ltd - India
- Energy Link Ltd, New Zealand
- Global Green Power PLC Corporation, Philippines
- Port Waratah Coal Services - Australia
- Coalindo Energy - Indonesia
- Global Coal Blending Company Limited - Australia
- Orica Australia Pty. Ltd.
- Georgia Ports Authority, United States
- Therma Luzon, Inc, Philippines
- Bharathi Cement Corporation - India
- Goldman Sachs - Singapore
- Ind-Barath Power Infra Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Videocon Industries ltd - India
- Thai Mozambique Logistica
- GVK Power & Infra Limited - India
- GAC Shipping (India) Pvt Ltd
- Grasim Industreis Ltd - India
- IEA Clean Coal Centre - UK
- Bukit Makmur.PT - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Gujarat Sidhee Cement - India
- Interocean Group of Companies - India
- Makarim & Taira - Indonesia
- Global Business Power Corporation, Philippines
- Australian Coal Association
- Gujarat Electricity Regulatory Commission - India
- TeaM Sual Corporation - Philippines
- Commonwealth Bank - Australia
- Ministry of Transport, Egypt
- Malabar Cements Ltd - India
- The State Trading Corporation of India Ltd
- Intertek Mineral Services - Indonesia
- ASAPP Information Group - India
- Neyveli Lignite Corporation Ltd, - India
- Pipit Mutiara Jaya. PT, Indonesia
- Carbofer General Trading SA - India
- CIMB Investment Bank - Malaysia
- GMR Energy Limited - India
- Bukit Baiduri Energy - Indonesia
- Latin American Coal - Colombia
- Billiton Holdings Pty Ltd - Australia
- Romanian Commodities Exchange
- GN Power Mariveles Coal Plant, Philippines
- AsiaOL BioFuels Corp., Philippines
- Marubeni Corporation - India
- Indogreen Group - Indonesia
- Meralco Power Generation, Philippines
- Independent Power Producers Association of India
- Star Paper Mills Limited - India
- OPG Power Generation Pvt Ltd - India
- VISA Power Limited - India
- Wood Mackenzie - Singapore
- Sindya Power Generating Company Private Ltd
- Toyota Tsusho Corporation, Japan
- New Zealand Coal & Carbon
- Price Waterhouse Coopers - Russia
- Chamber of Mines of South Africa
- Gujarat Mineral Development Corp Ltd - India
- Straits Asia Resources Limited - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Meenaskhi Energy Private Limited - India
- Trasteel International SA, Italy
- PTC India Limited - India
- Merrill Lynch Commodities Europe
- Wilmar Investment Holdings
- Barasentosa Lestari - Indonesia
- Ministry of Mines - Canada
- Siam City Cement - Thailand
- Kideco Jaya Agung - Indonesia
- Sarangani Energy Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Power Finance Corporation Ltd., India
- Rashtriya Ispat Nigam Limited - India
- Indo Tambangraya Megah - Indonesia
- Vedanta Resources Plc - India
- Renaissance Capital - South Africa
- Kaltim Prima Coal - Indonesia
- Electricity Authority, New Zealand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- London Commodity Brokers - England
- Mjunction Services Limited - India
- Holcim Trading Pte Ltd - Singapore
- Edison Trading Spa - Italy
- Cigading International Bulk Terminal - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Miang Besar Coal Terminal - Indonesia
- Globalindo Alam Lestari - Indonesia
- Thiess Contractors Indonesia
- Minerals Council of Australia
- Sinarmas Energy and Mining - Indonesia
- Sree Jayajothi Cements Limited - India
- Bhoruka Overseas - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Maheswari Brothers Coal Limited - India
- Bhushan Steel Limited - India
- Ambuja Cements Ltd - India
- Australian Commodity Traders Exchange
- Bukit Asam (Persero) Tbk - Indonesia
- Jindal Steel & Power Ltd - India
- Aboitiz Power Corporation - Philippines
- Electricity Generating Authority of Thailand
- Manunggal Multi Energi - Indonesia
- Binh Thuan Hamico - Vietnam
- PetroVietnam Power Coal Import and Supply Company
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- McConnell Dowell - Australia
- Banpu Public Company Limited - Thailand
- Indian Energy Exchange, India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Madhucon Powers Ltd - India
- Bulk Trading Sa - Switzerland
- Indonesian Coal Mining Association
- Tata Chemicals Ltd - India
- Rio Tinto Coal - Australia
- Central Electricity Authority - India
- Semirara Mining Corp, Philippines
- Dalmia Cement Bharat India
- Tamil Nadu electricity Board
- The Treasury - Australian Government
- European Bulk Services B.V. - Netherlands
- Iligan Light & Power Inc, Philippines
- Aditya Birla Group - India
- Metalloyd Limited - United Kingdom
- Savvy Resources Ltd - HongKong
- Coal and Oil Company - UAE
- PNOC Exploration Corporation - Philippines
- Uttam Galva Steels Limited - India
- Formosa Plastics Group - Taiwan
- Semirara Mining and Power Corporation, Philippines
- Anglo American - United Kingdom
- Medco Energi Mining Internasional
- Sojitz Corporation - Japan
- Standard Chartered Bank - UAE
- Ceylon Electricity Board - Sri Lanka
- Borneo Indobara - Indonesia
- Essar Steel Hazira Ltd - India
- Chettinad Cement Corporation Ltd - India
- Agrawal Coal Company - India
- Kapuas Tunggal Persada - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Heidelberg Cement - Germany
- Timah Investasi Mineral - Indoneisa
- Indika Energy - Indonesia
- India Bulls Power Limited - India
- Cement Manufacturers Association - India
- Parliament of New Zealand
- Ministry of Finance - Indonesia
- Energy Development Corp, Philippines
- Mercuria Energy - Indonesia
- Singapore Mercantile Exchange
- The University of Queensland
- Mercator Lines Limited - India
- ICICI Bank Limited - India
- Oldendorff Carriers - Singapore
- Larsen & Toubro Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- San Jose City I Power Corp, Philippines
- Central Java Power - Indonesia
- Kartika Selabumi Mining - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Indian Oil Corporation Limited
- Planning Commission, India
- Sical Logistics Limited - India
- Kalimantan Lumbung Energi - Indonesia
- LBH Netherlands Bv - Netherlands
- Eastern Coal Council - USA
- PowerSource Philippines DevCo
- Orica Mining Services - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- White Energy Company Limited
- South Luzon Thermal Energy Corporation
- Bahari Cakrawala Sebuku - Indonesia
- Mintek Dendrill Indonesia
- Siam City Cement PLC, Thailand
- SMG Consultants - Indonesia
- Simpson Spence & Young - Indonesia
- Posco Energy - South Korea
- Parry Sugars Refinery, India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sakthi Sugars Limited - India
- Krishnapatnam Port Company Ltd. - India
- Attock Cement Pakistan Limited
- Directorate Of Revenue Intelligence - India
- Africa Commodities Group - South Africa
- TNB Fuel Sdn Bhd - Malaysia
- MS Steel International - UAE
- Bangladesh Power Developement Board
- IHS Mccloskey Coal Group - USA
- Kepco SPC Power Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Lanco Infratech Ltd - India
- Bhatia International Limited - India
- Xindia Steels Limited - India
- SMC Global Power, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Kobexindo Tractors - Indoneisa
- CNBM International Corporation - China
- SN Aboitiz Power Inc, Philippines
- Riau Bara Harum - Indonesia
- Bayan Resources Tbk. - Indonesia
- Kumho Petrochemical, South Korea
- Deloitte Consulting - India
- Asmin Koalindo Tuhup - Indonesia
- Eastern Energy - Thailand
- Karaikal Port Pvt Ltd - India
- Coastal Gujarat Power Limited - India
- Baramulti Group, Indonesia
- Vizag Seaport Private Limited - India
- Petron Corporation, Philippines
- Altura Mining Limited, Indonesia
- Antam Resourcindo - Indonesia
- Jaiprakash Power Ventures ltd
- Economic Council, Georgia
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