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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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Wednesday, 01 April 20
TRADERS SCRAMBLE TO SELL CHEAP CRUDE CARGOES AS GLUT GROWS - REUTERS
Oil traders across the globe are offering cargoes far in advance as rapidly vanishing demand drives key physical crude prices to multi-decade lows, ...
Wednesday, 01 April 20
MARKET INSIGHT - INTERMODAL
There is an old, allegedly Chinese, saying suggesting that living in “interesting” times usually refers to times of trouble. The latest ...
Tuesday, 31 March 20
FREIGHT MARKET: DRY BULKERS - SPOT MARKET 23-29 MARCH 2020
Capesize
The rebound in freight rates resumed this past week, with rates man-aging to post further gains by week’s end. The BCI is in negat ...
Tuesday, 31 March 20
DRY BULK: Q1 HAS BEEN THE WORST QUARTER NOTED FOR MORE THAN 3 YEARS NOW - ALLIED RESEARCH
At this point, the Covid-19 pandemic seems to be monopolizing all market (as well as all other) discussions across the world and any market insight ...
Tuesday, 31 March 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX DOWN 0.43 PCT - XINHUA
China Taiyuan coal transaction price index stood at 132.17 points Monday, down 0.43 percent week on week.
The index, released by Chi ...
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- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Aboitiz Power Corporation - Philippines
- Coastal Gujarat Power Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Salva Resources Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Mercuria Energy - Indonesia
- Price Waterhouse Coopers - Russia
- GN Power Mariveles Coal Plant, Philippines
- Cigading International Bulk Terminal - Indonesia
- Metalloyd Limited - United Kingdom
- The State Trading Corporation of India Ltd
- Neyveli Lignite Corporation Ltd, - India
- Toyota Tsusho Corporation, Japan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Billiton Holdings Pty Ltd - Australia
- Ministry of Mines - Canada
- European Bulk Services B.V. - Netherlands
- Tamil Nadu electricity Board
- Sakthi Sugars Limited - India
- Africa Commodities Group - South Africa
- Merrill Lynch Commodities Europe
- The University of Queensland
- Bukit Asam (Persero) Tbk - Indonesia
- Cement Manufacturers Association - India
- Ministry of Finance - Indonesia
- Georgia Ports Authority, United States
- Videocon Industries ltd - India
- Planning Commission, India
- Sinarmas Energy and Mining - Indonesia
- Directorate Of Revenue Intelligence - India
- San Jose City I Power Corp, Philippines
- Bangladesh Power Developement Board
- Grasim Industreis Ltd - India
- Sical Logistics Limited - India
- Port Waratah Coal Services - Australia
- Orica Mining Services - Indonesia
- Heidelberg Cement - Germany
- GMR Energy Limited - India
- Central Java Power - Indonesia
- GAC Shipping (India) Pvt Ltd
- PetroVietnam Power Coal Import and Supply Company
- Directorate General of MIneral and Coal - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Global Business Power Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- MS Steel International - UAE
- Offshore Bulk Terminal Pte Ltd, Singapore
- Iligan Light & Power Inc, Philippines
- Timah Investasi Mineral - Indoneisa
- Australian Coal Association
- Jindal Steel & Power Ltd - India
- The Treasury - Australian Government
- Wood Mackenzie - Singapore
- Banpu Public Company Limited - Thailand
- Economic Council, Georgia
- Oldendorff Carriers - Singapore
- Karbindo Abesyapradhi - Indoneisa
- Eastern Coal Council - USA
- Energy Development Corp, Philippines
- Posco Energy - South Korea
- Australian Commodity Traders Exchange
- Indian Oil Corporation Limited
- Deloitte Consulting - India
- Ceylon Electricity Board - Sri Lanka
- Thiess Contractors Indonesia
- Orica Australia Pty. Ltd.
- Kaltim Prima Coal - Indonesia
- Indogreen Group - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Uttam Galva Steels Limited - India
- Ambuja Cements Ltd - India
- Karaikal Port Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Mercator Lines Limited - India
- Wilmar Investment Holdings
- Straits Asia Resources Limited - Singapore
- Kobexindo Tractors - Indoneisa
- Indian Energy Exchange, India
- Goldman Sachs - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- TeaM Sual Corporation - Philippines
- Marubeni Corporation - India
- Electricity Authority, New Zealand
- Sree Jayajothi Cements Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Kepco SPC Power Corporation, Philippines
- Xindia Steels Limited - India
- Semirara Mining and Power Corporation, Philippines
- Attock Cement Pakistan Limited
- Kideco Jaya Agung - Indonesia
- Kumho Petrochemical, South Korea
- LBH Netherlands Bv - Netherlands
- PowerSource Philippines DevCo
- Mintek Dendrill Indonesia
- Global Coal Blending Company Limited - Australia
- Kartika Selabumi Mining - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Kapuas Tunggal Persada - Indonesia
- Vizag Seaport Private Limited - India
- Siam City Cement - Thailand
- Anglo American - United Kingdom
- Binh Thuan Hamico - Vietnam
- Meralco Power Generation, Philippines
- Formosa Plastics Group - Taiwan
- Bharathi Cement Corporation - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Semirara Mining Corp, Philippines
- Rio Tinto Coal - Australia
- Bhoruka Overseas - Indonesia
- Altura Mining Limited, Indonesia
- Intertek Mineral Services - Indonesia
- Bayan Resources Tbk. - Indonesia
- Carbofer General Trading SA - India
- Tata Chemicals Ltd - India
- Commonwealth Bank - Australia
- Leighton Contractors Pty Ltd - Australia
- Riau Bara Harum - Indonesia
- Bhatia International Limited - India
- Bukit Makmur.PT - Indonesia
- Samtan Co., Ltd - South Korea
- Antam Resourcindo - Indonesia
- Vedanta Resources Plc - India
- Miang Besar Coal Terminal - Indonesia
- Madhucon Powers Ltd - India
- Lanco Infratech Ltd - India
- Minerals Council of Australia
- London Commodity Brokers - England
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- South Luzon Thermal Energy Corporation
- Standard Chartered Bank - UAE
- Borneo Indobara - Indonesia
- Chamber of Mines of South Africa
- Power Finance Corporation Ltd., India
- Indo Tambangraya Megah - Indonesia
- Romanian Commodities Exchange
- International Coal Ventures Pvt Ltd - India
- Ministry of Transport, Egypt
- AsiaOL BioFuels Corp., Philippines
- Barasentosa Lestari - Indonesia
- Bukit Baiduri Energy - Indonesia
- PTC India Limited - India
- ASAPP Information Group - India
- Simpson Spence & Young - Indonesia
- Singapore Mercantile Exchange
- Gujarat Electricity Regulatory Commission - India
- Latin American Coal - Colombia
- Krishnapatnam Port Company Ltd. - India
- Edison Trading Spa - Italy
- Eastern Energy - Thailand
- Manunggal Multi Energi - Indonesia
- Savvy Resources Ltd - HongKong
- CIMB Investment Bank - Malaysia
- IHS Mccloskey Coal Group - USA
- Agrawal Coal Company - India
- India Bulls Power Limited - India
- Coalindo Energy - Indonesia
- SMG Consultants - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Mjunction Services Limited - India
- SMC Global Power, Philippines
- Sojitz Corporation - Japan
- Parry Sugars Refinery, India
- Thai Mozambique Logistica
- Holcim Trading Pte Ltd - Singapore
- SN Aboitiz Power Inc, Philippines
- Bhushan Steel Limited - India
- White Energy Company Limited
- Sindya Power Generating Company Private Ltd
- Baramulti Group, Indonesia
- Trasteel International SA, Italy
- Interocean Group of Companies - India
- Sarangani Energy Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Renaissance Capital - South Africa
- CNBM International Corporation - China
- Siam City Cement PLC, Thailand
- OPG Power Generation Pvt Ltd - India
- Indika Energy - Indonesia
- New Zealand Coal & Carbon
- Malabar Cements Ltd - India
- Electricity Generating Authority of Thailand
- Therma Luzon, Inc, Philippines
- Alfred C Toepfer International GmbH - Germany
- Global Green Power PLC Corporation, Philippines
- Star Paper Mills Limited - India
- Larsen & Toubro Limited - India
- Essar Steel Hazira Ltd - India
- Independent Power Producers Association of India
- Parliament of New Zealand
- Chettinad Cement Corporation Ltd - India
- Medco Energi Mining Internasional
- Jaiprakash Power Ventures ltd
- ICICI Bank Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Bulk Trading Sa - Switzerland
- Jorong Barutama Greston.PT - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Coal and Oil Company - UAE
- Petron Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Dalmia Cement Bharat India
- GVK Power & Infra Limited - India
- Gujarat Sidhee Cement - India
- Indonesian Coal Mining Association
- Energy Link Ltd, New Zealand
- Globalindo Alam Lestari - Indonesia
- IEA Clean Coal Centre - UK
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- McConnell Dowell - Australia
- Maharashtra Electricity Regulatory Commission - India
- Meenaskhi Energy Private Limited - India
- Aditya Birla Group - India
- Makarim & Taira - Indonesia
- Ind-Barath Power Infra Limited - India
- VISA Power Limited - India
- Central Electricity Authority - India
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