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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, 09 April 20
SUSPENSION OF WRONGFUL TRADING IN LIGHT OF COVID 19 - WF&W
KNOWLEDGE TO ELEVATE
DIRECTORS’ PERSONAL LIABILITY FOR WRONGFUL TRADING – RELIEF DURING THE CORONAVIRUS CRISIS
As the UK&rsquo ...
Wednesday, 08 April 20
LESSONS LEARNED FROM SCRUBBER INSTALLATION AND OPERATION - ABS
KNOWLEDGE TO ELEVATE
At the beginning of this year, the IMO’s global sulfur cap on marine fuels entered into force and shipowners who ch ...
Wednesday, 08 April 20
MARKET INSIGHT - INTERMODAL
With lockdown measures around the globe tightening during the last weeks of Q1, there is finally a feeling that most countries are slowly but stead ...
Tuesday, 07 April 20
SHIPPING MARKET ANALYSIS - ALLIED
With the first quarter of 2020 now firmly written in the books, it is worth examining what we have witnessed so far in the tanker market. Undoubted ...
Tuesday, 07 April 20
IS CHINA EMBARKING ON A MAJOR EXPANSION OF COAL-FIRED POWER GENERATION? - WOOD MACKENZIE
As energy companies worldwide grapple with the economic impact of the coronavirus pandemic, long-term planning continues. Ahead of the release of t ...
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- Energy Development Corp, Philippines
- New Zealand Coal & Carbon
- The State Trading Corporation of India Ltd
- Standard Chartered Bank - UAE
- Salva Resources Pvt Ltd - India
- Malabar Cements Ltd - India
- Makarim & Taira - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Electricity Authority, New Zealand
- Kobexindo Tractors - Indoneisa
- Power Finance Corporation Ltd., India
- Vizag Seaport Private Limited - India
- Thiess Contractors Indonesia
- Parry Sugars Refinery, India
- Anglo American - United Kingdom
- Indogreen Group - Indonesia
- Africa Commodities Group - South Africa
- Bhoruka Overseas - Indonesia
- The University of Queensland
- Coalindo Energy - Indonesia
- Manunggal Multi Energi - Indonesia
- Independent Power Producers Association of India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Oldendorff Carriers - Singapore
- Global Green Power PLC Corporation, Philippines
- ICICI Bank Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Jorong Barutama Greston.PT - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Posco Energy - South Korea
- Coastal Gujarat Power Limited - India
- Billiton Holdings Pty Ltd - Australia
- IHS Mccloskey Coal Group - USA
- Jaiprakash Power Ventures ltd
- Semirara Mining and Power Corporation, Philippines
- SMC Global Power, Philippines
- Formosa Plastics Group - Taiwan
- Tamil Nadu electricity Board
- Lanco Infratech Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Central Electricity Authority - India
- Antam Resourcindo - Indonesia
- Bukit Baiduri Energy - Indonesia
- Meralco Power Generation, Philippines
- Port Waratah Coal Services - Australia
- Latin American Coal - Colombia
- Alfred C Toepfer International GmbH - Germany
- Orica Mining Services - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Holcim Trading Pte Ltd - Singapore
- Kapuas Tunggal Persada - Indonesia
- Attock Cement Pakistan Limited
- Electricity Generating Authority of Thailand
- Kohat Cement Company Ltd. - Pakistan
- GVK Power & Infra Limited - India
- Maharashtra Electricity Regulatory Commission - India
- London Commodity Brokers - England
- Karbindo Abesyapradhi - Indoneisa
- San Jose City I Power Corp, Philippines
- Bhushan Steel Limited - India
- Intertek Mineral Services - Indonesia
- CIMB Investment Bank - Malaysia
- Sinarmas Energy and Mining - Indonesia
- Global Business Power Corporation, Philippines
- Uttam Galva Steels Limited - India
- Medco Energi Mining Internasional
- PowerSource Philippines DevCo
- Bulk Trading Sa - Switzerland
- Chettinad Cement Corporation Ltd - India
- GMR Energy Limited - India
- Banpu Public Company Limited - Thailand
- Riau Bara Harum - Indonesia
- Kepco SPC Power Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Trasteel International SA, Italy
- Toyota Tsusho Corporation, Japan
- Barasentosa Lestari - Indonesia
- Essar Steel Hazira Ltd - India
- Dalmia Cement Bharat India
- Bukit Makmur.PT - Indonesia
- Ministry of Finance - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Kartika Selabumi Mining - Indonesia
- Jindal Steel & Power Ltd - India
- Ministry of Transport, Egypt
- Kaltim Prima Coal - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Timah Investasi Mineral - Indoneisa
- Ambuja Cements Ltd - India
- Larsen & Toubro Limited - India
- Simpson Spence & Young - Indonesia
- Indo Tambangraya Megah - Indonesia
- Price Waterhouse Coopers - Russia
- Siam City Cement PLC, Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Merrill Lynch Commodities Europe
- Iligan Light & Power Inc, Philippines
- Sree Jayajothi Cements Limited - India
- Globalindo Alam Lestari - Indonesia
- Borneo Indobara - Indonesia
- Indika Energy - Indonesia
- Ind-Barath Power Infra Limited - India
- Gujarat Sidhee Cement - India
- Baramulti Group, Indonesia
- Australian Commodity Traders Exchange
- Energy Link Ltd, New Zealand
- The Treasury - Australian Government
- Interocean Group of Companies - India
- Tata Chemicals Ltd - India
- Ministry of Mines - Canada
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Cement Manufacturers Association - India
- Singapore Mercantile Exchange
- Aditya Birla Group - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Edison Trading Spa - Italy
- Sical Logistics Limited - India
- Deloitte Consulting - India
- Wilmar Investment Holdings
- Bharathi Cement Corporation - India
- Meenaskhi Energy Private Limited - India
- Altura Mining Limited, Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Binh Thuan Hamico - Vietnam
- Savvy Resources Ltd - HongKong
- Romanian Commodities Exchange
- LBH Netherlands Bv - Netherlands
- Rio Tinto Coal - Australia
- White Energy Company Limited
- Heidelberg Cement - Germany
- OPG Power Generation Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- PTC India Limited - India
- Indian Oil Corporation Limited
- SMG Consultants - Indonesia
- Orica Australia Pty. Ltd.
- Australian Coal Association
- Sakthi Sugars Limited - India
- Directorate Of Revenue Intelligence - India
- Mercuria Energy - Indonesia
- Cigading International Bulk Terminal - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Kideco Jaya Agung - Indonesia
- TeaM Sual Corporation - Philippines
- MS Steel International - UAE
- Renaissance Capital - South Africa
- Therma Luzon, Inc, Philippines
- Maheswari Brothers Coal Limited - India
- Mintek Dendrill Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- CNBM International Corporation - China
- Georgia Ports Authority, United States
- IEA Clean Coal Centre - UK
- Bangladesh Power Developement Board
- Siam City Cement - Thailand
- Xindia Steels Limited - India
- Gujarat Electricity Regulatory Commission - India
- Central Java Power - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Chamber of Mines of South Africa
- Bhatia International Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Minerals Council of Australia
- Star Paper Mills Limited - India
- Petron Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Sojitz Corporation - Japan
- VISA Power Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Grasim Industreis Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Ceylon Electricity Board - Sri Lanka
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Thai Mozambique Logistica
- Mjunction Services Limited - India
- Kumho Petrochemical, South Korea
- Economic Council, Georgia
- Bayan Resources Tbk. - Indonesia
- Metalloyd Limited - United Kingdom
- Planning Commission, India
- Madhucon Powers Ltd - India
- Parliament of New Zealand
- European Bulk Services B.V. - Netherlands
- Goldman Sachs - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- PNOC Exploration Corporation - Philippines
- Wood Mackenzie - Singapore
- Samtan Co., Ltd - South Korea
- Eastern Energy - Thailand
- Indonesian Coal Mining Association
- Marubeni Corporation - India
- GAC Shipping (India) Pvt Ltd
- Kalimantan Lumbung Energi - Indonesia
- Sindya Power Generating Company Private Ltd
- ASAPP Information Group - India
- McConnell Dowell - Australia
- Semirara Mining Corp, Philippines
- Mercator Lines Limited - India
- International Coal Ventures Pvt Ltd - India
- Commonwealth Bank - Australia
- Videocon Industries ltd - India
- Indian Energy Exchange, India
- India Bulls Power Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Agrawal Coal Company - India
- Carbofer General Trading SA - India
- Eastern Coal Council - USA
- South Luzon Thermal Energy Corporation
- Vedanta Resources Plc - India
- Aboitiz Power Corporation - Philippines
- Pendopo Energi Batubara - Indonesia
- Global Coal Blending Company Limited - Australia
- Coal and Oil Company - UAE
- Directorate General of MIneral and Coal - Indonesia
- Karaikal Port Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
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