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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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Friday, 27 March 20
CHINA'S BULKS: THE SENTIMENT GAP BETWEEN STEEL AND COAL WIDENS - WOOD MACKENZIE
China seems to be containing its local coronavirus situation, with imported cases now posing the greater threat. While quarantine measures remain t ...
Friday, 27 March 20
S.KOREA Q1 THERMAL COAL IMPORTS SET FOR 10-YR LOW ON ANTI-POLLUTION MEASURES - REUTERS
South Korea’s first-quarter thermal coal imports are set to fall to a decade-low due to stricter air pollution measures, while the coronaviru ...
Friday, 27 March 20
PORT OF NEWCASTLE OPERATIONS CONTINUE WITH COVID-19 RESPONSE MEASURES IN PLACE
Port of Newcastle, like many organisations, is taking a precautionary approach to help manage COVID-19 risks in the community. Our focus is on ensu ...
Thursday, 26 March 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 ...
Wednesday, 25 March 20
CORONAVIRUS CRISIS IS CRUSHING GLOBAL GDP GROWTH - FITCH RATINGS
The coronavirus crisis is crushing global GDP growth according to Fitch Ratings in its latest quarterly “Global Economic Outlook” (GEO) ...
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- Pendopo Energi Batubara - Indonesia
- Kaltim Prima Coal - Indonesia
- Electricity Authority, New Zealand
- Meralco Power Generation, Philippines
- Central Electricity Authority - India
- Interocean Group of Companies - India
- Attock Cement Pakistan Limited
- LBH Netherlands Bv - Netherlands
- Planning Commission, India
- Kobexindo Tractors - Indoneisa
- Latin American Coal - Colombia
- Ministry of Transport, Egypt
- Ministry of Finance - Indonesia
- McConnell Dowell - Australia
- Electricity Generating Authority of Thailand
- San Jose City I Power Corp, Philippines
- Barasentosa Lestari - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Maheswari Brothers Coal Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Antam Resourcindo - Indonesia
- Energy Link Ltd, New Zealand
- Holcim Trading Pte Ltd - Singapore
- Global Coal Blending Company Limited - Australia
- Gujarat Electricity Regulatory Commission - India
- Mercuria Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- Petron Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Economic Council, Georgia
- Orica Australia Pty. Ltd.
- Siam City Cement PLC, Thailand
- Binh Thuan Hamico - Vietnam
- The State Trading Corporation of India Ltd
- Therma Luzon, Inc, Philippines
- Bukit Baiduri Energy - Indonesia
- CNBM International Corporation - China
- Aboitiz Power Corporation - Philippines
- Globalindo Alam Lestari - Indonesia
- Savvy Resources Ltd - HongKong
- Cement Manufacturers Association - India
- OPG Power Generation Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ministry of Mines - Canada
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Semirara Mining Corp, Philippines
- Indo Tambangraya Megah - Indonesia
- IEA Clean Coal Centre - UK
- Manunggal Multi Energi - Indonesia
- Banpu Public Company Limited - Thailand
- GN Power Mariveles Coal Plant, Philippines
- Bukit Makmur.PT - Indonesia
- Lanco Infratech Ltd - India
- Indogreen Group - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Xindia Steels Limited - India
- Krishnapatnam Port Company Ltd. - India
- Australian Commodity Traders Exchange
- Mercator Lines Limited - India
- Chettinad Cement Corporation Ltd - India
- Bhoruka Overseas - Indonesia
- PowerSource Philippines DevCo
- South Luzon Thermal Energy Corporation
- Formosa Plastics Group - Taiwan
- Wilmar Investment Holdings
- Baramulti Group, Indonesia
- Georgia Ports Authority, United States
- ASAPP Information Group - India
- Intertek Mineral Services - Indonesia
- Eastern Coal Council - USA
- Oldendorff Carriers - Singapore
- Miang Besar Coal Terminal - Indonesia
- Mintek Dendrill Indonesia
- Simpson Spence & Young - Indonesia
- Global Business Power Corporation, Philippines
- Bhatia International Limited - India
- Coastal Gujarat Power Limited - India
- Ceylon Electricity Board - Sri Lanka
- Makarim & Taira - Indonesia
- Uttam Galva Steels Limited - India
- London Commodity Brokers - England
- Marubeni Corporation - India
- Sojitz Corporation - Japan
- Minerals Council of Australia
- Singapore Mercantile Exchange
- Samtan Co., Ltd - South Korea
- SN Aboitiz Power Inc, Philippines
- Energy Development Corp, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Central Java Power - Indonesia
- Global Green Power PLC Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Deloitte Consulting - India
- Sical Logistics Limited - India
- Power Finance Corporation Ltd., India
- Thiess Contractors Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- GVK Power & Infra Limited - India
- Medco Energi Mining Internasional
- Bhushan Steel Limited - India
- Parliament of New Zealand
- Star Paper Mills Limited - India
- Alfred C Toepfer International GmbH - Germany
- Kalimantan Lumbung Energi - Indonesia
- SMG Consultants - Indonesia
- Jindal Steel & Power Ltd - India
- Malabar Cements Ltd - India
- Port Waratah Coal Services - Australia
- Indika Energy - Indonesia
- Kartika Selabumi Mining - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- International Coal Ventures Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Rashtriya Ispat Nigam Limited - India
- Riau Bara Harum - Indonesia
- Standard Chartered Bank - UAE
- Vijayanagar Sugar Pvt Ltd - India
- SMC Global Power, Philippines
- Kapuas Tunggal Persada - Indonesia
- Agrawal Coal Company - India
- The University of Queensland
- Posco Energy - South Korea
- Sinarmas Energy and Mining - Indonesia
- Jaiprakash Power Ventures ltd
- Eastern Energy - Thailand
- Vedanta Resources Plc - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Independent Power Producers Association of India
- Anglo American - United Kingdom
- Larsen & Toubro Limited - India
- Sree Jayajothi Cements Limited - India
- Aditya Birla Group - India
- Heidelberg Cement - Germany
- Bangladesh Power Developement Board
- Directorate Of Revenue Intelligence - India
- Sakthi Sugars Limited - India
- Siam City Cement - Thailand
- Vizag Seaport Private Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Timah Investasi Mineral - Indoneisa
- Metalloyd Limited - United Kingdom
- Asmin Koalindo Tuhup - Indonesia
- Goldman Sachs - Singapore
- Sarangani Energy Corporation, Philippines
- Kumho Petrochemical, South Korea
- Africa Commodities Group - South Africa
- Price Waterhouse Coopers - Russia
- Commonwealth Bank - Australia
- MS Steel International - UAE
- Rio Tinto Coal - Australia
- Carbofer General Trading SA - India
- Borneo Indobara - Indonesia
- Meenaskhi Energy Private Limited - India
- Indian Oil Corporation Limited
- Videocon Industries ltd - India
- Kepco SPC Power Corporation, Philippines
- The Treasury - Australian Government
- Indian Energy Exchange, India
- Thai Mozambique Logistica
- Karaikal Port Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- GAC Shipping (India) Pvt Ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- ICICI Bank Limited - India
- Coal and Oil Company - UAE
- Chamber of Mines of South Africa
- Ambuja Cements Ltd - India
- Bayan Resources Tbk. - Indonesia
- Dalmia Cement Bharat India
- Trasteel International SA, Italy
- Straits Asia Resources Limited - Singapore
- PetroVietnam Power Coal Import and Supply Company
- Kideco Jaya Agung - Indonesia
- Indonesian Coal Mining Association
- IHS Mccloskey Coal Group - USA
- Madhucon Powers Ltd - India
- Edison Trading Spa - Italy
- Orica Mining Services - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Salva Resources Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Mjunction Services Limited - India
- Gujarat Sidhee Cement - India
- Essar Steel Hazira Ltd - India
- Coalindo Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- European Bulk Services B.V. - Netherlands
- Bharathi Cement Corporation - India
- Tamil Nadu electricity Board
- Parry Sugars Refinery, India
- Ind-Barath Power Infra Limited - India
- India Bulls Power Limited - India
- Bulk Trading Sa - Switzerland
- Australian Coal Association
- Romanian Commodities Exchange
- Kohat Cement Company Ltd. - Pakistan
- TeaM Sual Corporation - Philippines
- White Energy Company Limited
- Wood Mackenzie - Singapore
- Billiton Holdings Pty Ltd - Australia
- Toyota Tsusho Corporation, Japan
- New Zealand Coal & Carbon
- Tata Chemicals Ltd - India
- PNOC Exploration Corporation - Philippines
- Jorong Barutama Greston.PT - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Altura Mining Limited, Indonesia
- Renaissance Capital - South Africa
- GMR Energy Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- PTC India Limited - India
- VISA Power Limited - India
- Merrill Lynch Commodities Europe
- Grasim Industreis Ltd - India
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