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