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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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Showing 1021 to 1025 news of total 6871 |
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- Bhoruka Overseas - Indonesia
- GMR Energy Limited - India
- Globalindo Alam Lestari - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Formosa Plastics Group - Taiwan
- European Bulk Services B.V. - Netherlands
- Maharashtra Electricity Regulatory Commission - India
- Essar Steel Hazira Ltd - India
- IEA Clean Coal Centre - UK
- Central Electricity Authority - India
- Ceylon Electricity Board - Sri Lanka
- Interocean Group of Companies - India
- Bharathi Cement Corporation - India
- Oldendorff Carriers - Singapore
- Indonesian Coal Mining Association
- CIMB Investment Bank - Malaysia
- Planning Commission, India
- Bangladesh Power Developement Board
- Commonwealth Bank - Australia
- India Bulls Power Limited - India
- Manunggal Multi Energi - Indonesia
- Standard Chartered Bank - UAE
- Kumho Petrochemical, South Korea
- SN Aboitiz Power Inc, Philippines
- Kideco Jaya Agung - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Tamil Nadu electricity Board
- Gujarat Mineral Development Corp Ltd - India
- Indika Energy - Indonesia
- GAC Shipping (India) Pvt Ltd
- McConnell Dowell - Australia
- Orica Australia Pty. Ltd.
- Rio Tinto Coal - Australia
- Aditya Birla Group - India
- Meenaskhi Energy Private Limited - India
- Altura Mining Limited, Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Sree Jayajothi Cements Limited - India
- New Zealand Coal & Carbon
- Jorong Barutama Greston.PT - Indonesia
- London Commodity Brokers - England
- Indian Energy Exchange, India
- Electricity Generating Authority of Thailand
- Vizag Seaport Private Limited - India
- Leighton Contractors Pty Ltd - Australia
- Kaltim Prima Coal - Indonesia
- The State Trading Corporation of India Ltd
- Ind-Barath Power Infra Limited - India
- Energy Development Corp, Philippines
- Kapuas Tunggal Persada - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Romanian Commodities Exchange
- GVK Power & Infra Limited - India
- Indogreen Group - Indonesia
- Carbofer General Trading SA - India
- Bulk Trading Sa - Switzerland
- Makarim & Taira - Indonesia
- Riau Bara Harum - Indonesia
- Therma Luzon, Inc, Philippines
- PNOC Exploration Corporation - Philippines
- Maheswari Brothers Coal Limited - India
- Miang Besar Coal Terminal - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Vedanta Resources Plc - India
- Vijayanagar Sugar Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Independent Power Producers Association of India
- Agrawal Coal Company - India
- Siam City Cement PLC, Thailand
- Holcim Trading Pte Ltd - Singapore
- Mintek Dendrill Indonesia
- Thiess Contractors Indonesia
- Central Java Power - Indonesia
- Power Finance Corporation Ltd., India
- Parry Sugars Refinery, India
- Intertek Mineral Services - Indonesia
- IHS Mccloskey Coal Group - USA
- Africa Commodities Group - South Africa
- South Luzon Thermal Energy Corporation
- Orica Mining Services - Indonesia
- Marubeni Corporation - India
- Bukit Baiduri Energy - Indonesia
- San Jose City I Power Corp, Philippines
- Edison Trading Spa - Italy
- Energy Link Ltd, New Zealand
- Straits Asia Resources Limited - Singapore
- Madhucon Powers Ltd - India
- Metalloyd Limited - United Kingdom
- Savvy Resources Ltd - HongKong
- Sarangani Energy Corporation, Philippines
- CNBM International Corporation - China
- Baramulti Group, Indonesia
- Indo Tambangraya Megah - Indonesia
- Chamber of Mines of South Africa
- Jindal Steel & Power Ltd - India
- Mjunction Services Limited - India
- Mercator Lines Limited - India
- Antam Resourcindo - Indonesia
- PTC India Limited - India
- Georgia Ports Authority, United States
- Eastern Coal Council - USA
- Australian Commodity Traders Exchange
- Trasteel International SA, Italy
- Bukit Makmur.PT - Indonesia
- Borneo Indobara - Indonesia
- Semirara Mining Corp, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Gujarat Electricity Regulatory Commission - India
- The Treasury - Australian Government
- MS Steel International - UAE
- Alfred C Toepfer International GmbH - Germany
- ASAPP Information Group - India
- Malabar Cements Ltd - India
- Ambuja Cements Ltd - India
- Xindia Steels Limited - India
- Karaikal Port Pvt Ltd - India
- Singapore Mercantile Exchange
- Sical Logistics Limited - India
- Bhushan Steel Limited - India
- Chettinad Cement Corporation Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Port Waratah Coal Services - Australia
- Videocon Industries ltd - India
- Minerals Council of Australia
- Meralco Power Generation, Philippines
- Wilmar Investment Holdings
- PetroVietnam Power Coal Import and Supply Company
- Electricity Authority, New Zealand
- Grasim Industreis Ltd - India
- Petron Corporation, Philippines
- Sojitz Corporation - Japan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Deloitte Consulting - India
- Kepco SPC Power Corporation, Philippines
- Indian Oil Corporation Limited
- Posco Energy - South Korea
- Neyveli Lignite Corporation Ltd, - India
- The University of Queensland
- Petrochimia International Co. Ltd.- Taiwan
- Economic Council, Georgia
- Bahari Cakrawala Sebuku - Indonesia
- Sakthi Sugars Limited - India
- Toyota Tsusho Corporation, Japan
- LBH Netherlands Bv - Netherlands
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Thai Mozambique Logistica
- Uttam Galva Steels Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- OPG Power Generation Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- PowerSource Philippines DevCo
- Coal and Oil Company - UAE
- Coalindo Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Simpson Spence & Young - Indonesia
- Global Green Power PLC Corporation, Philippines
- SMC Global Power, Philippines
- Latin American Coal - Colombia
- Cigading International Bulk Terminal - Indonesia
- Banpu Public Company Limited - Thailand
- Star Paper Mills Limited - India
- ICICI Bank Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Pipit Mutiara Jaya. PT, Indonesia
- Coastal Gujarat Power Limited - India
- Merrill Lynch Commodities Europe
- Renaissance Capital - South Africa
- Directorate Of Revenue Intelligence - India
- Pendopo Energi Batubara - Indonesia
- VISA Power Limited - India
- Global Business Power Corporation, Philippines
- Lanco Infratech Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Bayan Resources Tbk. - Indonesia
- Wood Mackenzie - Singapore
- Medco Energi Mining Internasional
- Barasentosa Lestari - Indonesia
- Kobexindo Tractors - Indoneisa
- Price Waterhouse Coopers - Russia
- Heidelberg Cement - Germany
- Mercuria Energy - Indonesia
- White Energy Company Limited
- Rashtriya Ispat Nigam Limited - India
- Bhatia International Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Binh Thuan Hamico - Vietnam
- Salva Resources Pvt Ltd - India
- Gujarat Sidhee Cement - India
- Parliament of New Zealand
- Iligan Light & Power Inc, Philippines
- Dalmia Cement Bharat India
- Ministry of Transport, Egypt
- Samtan Co., Ltd - South Korea
- Ministry of Finance - Indonesia
- Sindya Power Generating Company Private Ltd
- Krishnapatnam Port Company Ltd. - India
- Attock Cement Pakistan Limited
- Goldman Sachs - Singapore
- Global Coal Blending Company Limited - Australia
- Ministry of Mines - Canada
- Timah Investasi Mineral - Indoneisa
- SMG Consultants - Indonesia
- TeaM Sual Corporation - Philippines
- Directorate General of MIneral and Coal - Indonesia
- Cement Manufacturers Association - India
- Eastern Energy - Thailand
- Anglo American - United Kingdom
- Aboitiz Power Corporation - Philippines
- Siam City Cement - Thailand
- Jaiprakash Power Ventures ltd
- International Coal Ventures Pvt Ltd - India
- Australian Coal Association
- Larsen & Toubro Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Tata Chemicals Ltd - India
- Asmin Koalindo Tuhup - Indonesia
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