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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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Tuesday, 07 April 20
COAL INDIA'S DISPATCHES DROP, OUTPUT INCREASES - THE HINDU
India’s largest coal producer Coal India Ltd. (CIL) has seen a 10% fall in dispatches in March 2020 due to a sharp fall in demand from the po ...
Tuesday, 07 April 20
CORONAVIRUS AND LOCKDOWNS DRAG DOWN THE INDONESIAN COAL PRICE REFERENCE IN APRIL
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down the benchmark price of the Indonesian ther ...
Monday, 06 April 20
A 52,000DWT SHIP FIXING DELIVERY SINGAPORE TRIP, VIA INDONESIA, REDELIVERY TAIWAN, AT $3,100 - 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 ...
Monday, 06 April 20
INDIA'S 21-DAY LOCKDOWN - IMPACT ON COMMODITIES? - WOOD MACKENZIE
India is under a three-week lockdown from 25 March, to contain the spread of the coronavirus outbreak. Wood Mackenzie analysts discuss what this me ...
Friday, 03 April 20
CHINA'S BENCHMARK POWER COAL PRICE DROPS SLIGHTLY - XINHUA
China’s benchmark power coal price dropped slightly during the past week.
The Bohai-Rim Steam-Coal Price Index (BSPI), a gauge ...
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Showing 1026 to 1030 news of total 6871 |
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- New Zealand Coal & Carbon
- Timah Investasi Mineral - Indoneisa
- Lanco Infratech Ltd - India
- Barasentosa Lestari - Indonesia
- Karaikal Port Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- Global Green Power PLC Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Wood Mackenzie - Singapore
- Altura Mining Limited, Indonesia
- Meenaskhi Energy Private Limited - India
- Siam City Cement PLC, Thailand
- Tamil Nadu electricity Board
- Merrill Lynch Commodities Europe
- Siam City Cement - Thailand
- Mintek Dendrill Indonesia
- Interocean Group of Companies - India
- Australian Coal Association
- Vizag Seaport Private Limited - India
- Global Business Power Corporation, Philippines
- Rio Tinto Coal - Australia
- Trasteel International SA, Italy
- Sree Jayajothi Cements Limited - India
- Romanian Commodities Exchange
- Edison Trading Spa - Italy
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Africa Commodities Group - South Africa
- Kepco SPC Power Corporation, Philippines
- GVK Power & Infra Limited - India
- Mercuria Energy - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Coal and Oil Company - UAE
- Orica Mining Services - Indonesia
- Central Electricity Authority - India
- Videocon Industries ltd - India
- IEA Clean Coal Centre - UK
- Kartika Selabumi Mining - Indonesia
- TeaM Sual Corporation - Philippines
- Ceylon Electricity Board - Sri Lanka
- LBH Netherlands Bv - Netherlands
- Baramulti Group, Indonesia
- ICICI Bank Limited - India
- Oldendorff Carriers - Singapore
- Essar Steel Hazira Ltd - India
- Coalindo Energy - Indonesia
- Medco Energi Mining Internasional
- Ministry of Transport, Egypt
- Deloitte Consulting - India
- Minerals Council of Australia
- Bhushan Steel Limited - India
- CIMB Investment Bank - Malaysia
- Straits Asia Resources Limited - Singapore
- Kobexindo Tractors - Indoneisa
- Rashtriya Ispat Nigam Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Jorong Barutama Greston.PT - Indonesia
- ASAPP Information Group - India
- Anglo American - United Kingdom
- Kideco Jaya Agung - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indogreen Group - Indonesia
- Chamber of Mines of South Africa
- Bukit Asam (Persero) Tbk - Indonesia
- Independent Power Producers Association of India
- Economic Council, Georgia
- Ministry of Mines - Canada
- Billiton Holdings Pty Ltd - Australia
- Attock Cement Pakistan Limited
- Vijayanagar Sugar Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Power Finance Corporation Ltd., India
- AsiaOL BioFuels Corp., Philippines
- White Energy Company Limited
- SMC Global Power, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Electricity Generating Authority of Thailand
- Neyveli Lignite Corporation Ltd, - India
- Bangladesh Power Developement Board
- Makarim & Taira - Indonesia
- Electricity Authority, New Zealand
- Parliament of New Zealand
- OPG Power Generation Pvt Ltd - India
- SMG Consultants - Indonesia
- Jaiprakash Power Ventures ltd
- Directorate General of MIneral and Coal - Indonesia
- Larsen & Toubro Limited - India
- Singapore Mercantile Exchange
- San Jose City I Power Corp, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Orica Australia Pty. Ltd.
- Maheswari Brothers Coal Limited - India
- McConnell Dowell - Australia
- Commonwealth Bank - Australia
- Latin American Coal - Colombia
- Central Java Power - Indonesia
- Eastern Coal Council - USA
- Posco Energy - South Korea
- Therma Luzon, Inc, Philippines
- Energy Link Ltd, New Zealand
- Bukit Baiduri Energy - Indonesia
- IHS Mccloskey Coal Group - USA
- Eastern Energy - Thailand
- Toyota Tsusho Corporation, Japan
- Kumho Petrochemical, South Korea
- Tata Chemicals Ltd - India
- International Coal Ventures Pvt Ltd - India
- Energy Development Corp, Philippines
- PTC India Limited - India
- South Luzon Thermal Energy Corporation
- Dalmia Cement Bharat India
- Intertek Mineral Services - Indonesia
- Mjunction Services Limited - India
- Aboitiz Power Corporation - Philippines
- Mercator Lines Limited - India
- Parry Sugars Refinery, India
- Meralco Power Generation, Philippines
- Thiess Contractors Indonesia
- Carbofer General Trading SA - India
- Formosa Plastics Group - Taiwan
- Savvy Resources Ltd - HongKong
- Planning Commission, India
- Directorate Of Revenue Intelligence - India
- The Treasury - Australian Government
- Kohat Cement Company Ltd. - Pakistan
- Kapuas Tunggal Persada - Indonesia
- Gujarat Sidhee Cement - India
- Bulk Trading Sa - Switzerland
- Malabar Cements Ltd - India
- Renaissance Capital - South Africa
- Indian Oil Corporation Limited
- The State Trading Corporation of India Ltd
- CNBM International Corporation - China
- Australian Commodity Traders Exchange
- PNOC Exploration Corporation - Philippines
- Chettinad Cement Corporation Ltd - India
- Pendopo Energi Batubara - Indonesia
- GMR Energy Limited - India
- Krishnapatnam Port Company Ltd. - India
- Ind-Barath Power Infra Limited - India
- Aditya Birla Group - India
- Agrawal Coal Company - India
- Global Coal Blending Company Limited - Australia
- Alfred C Toepfer International GmbH - Germany
- Leighton Contractors Pty Ltd - Australia
- Metalloyd Limited - United Kingdom
- Heidelberg Cement - Germany
- Semirara Mining Corp, Philippines
- Coastal Gujarat Power Limited - India
- Holcim Trading Pte Ltd - Singapore
- Bukit Makmur.PT - Indonesia
- European Bulk Services B.V. - Netherlands
- Ministry of Finance - Indonesia
- GAC Shipping (India) Pvt Ltd
- VISA Power Limited - India
- Vedanta Resources Plc - India
- Goldman Sachs - Singapore
- Port Waratah Coal Services - Australia
- Manunggal Multi Energi - Indonesia
- Salva Resources Pvt Ltd - India
- PowerSource Philippines DevCo
- Iligan Light & Power Inc, Philippines
- Price Waterhouse Coopers - Russia
- Antam Resourcindo - Indonesia
- Samtan Co., Ltd - South Korea
- Simpson Spence & Young - Indonesia
- Bhoruka Overseas - Indonesia
- Sindya Power Generating Company Private Ltd
- Sakthi Sugars Limited - India
- Globalindo Alam Lestari - Indonesia
- Sical Logistics Limited - India
- Riau Bara Harum - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- London Commodity Brokers - England
- Xindia Steels Limited - India
- Borneo Indobara - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- India Bulls Power Limited - India
- Uttam Galva Steels Limited - India
- Sojitz Corporation - Japan
- Georgia Ports Authority, United States
- Bharathi Cement Corporation - India
- Cigading International Bulk Terminal - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Grasim Industreis Ltd - India
- SN Aboitiz Power Inc, Philippines
- Bhatia International Limited - India
- Petron Corporation, Philippines
- The University of Queensland
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Miang Besar Coal Terminal - Indonesia
- Thai Mozambique Logistica
- Madhucon Powers Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Sarangani Energy Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Standard Chartered Bank - UAE
- Wilmar Investment Holdings
- Banpu Public Company Limited - Thailand
- Binh Thuan Hamico - Vietnam
- MS Steel International - UAE
- Indika Energy - Indonesia
- Indian Energy Exchange, India
- Jindal Steel & Power Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Indonesian Coal Mining Association
- Marubeni Corporation - India
- Cement Manufacturers Association - India
- Semirara Mining and Power Corporation, Philippines
- Ambuja Cements Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Star Paper Mills Limited - India
- Indo Tambangraya Megah - Indonesia
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