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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, 25 March 20
MARKET INSIGHT - INTERMODAL
There is no doubt that the Covid-19 pandemic crisis is a world-shattering event that will change the world as we know it. Societies are facing chal ...
Wednesday, 25 March 20
INDONESIA TO CANCEL RULES REQUIRING DOMESTIC SHIPS FOR COAL, PALM EXPORTS : REFINITIV
Indonesia's government will revoke rules requiring exporters of coal and palm oil to use domestic shipping companies for shipments, Coordinatin ...
Wednesday, 25 March 20
JAN-FEB 2020, INDONESIA SHIPPED 64.5 MLN TONNES OF COAL, UP +3.4% YOY - BANCHERO COSTA
In the 12 months of calendar 2019, Indonesia exported 386.4 mln tonnes of coal, according to vessel tracking data from Refinitiv. This represents a ...
Tuesday, 24 March 20
MARKET ANALYSIS - ALLIED
As countries around the world struggle to take back control of the ongoing COVID-19 pandemic the global economy shuts down bit by bit, leaving only ...
Tuesday, 24 March 20
THE TRIPLE SHOCK OF CORONAVIRUS IN SHIPPING: WILL IT LAST? - DREWRY
Transport capacity shortages, disruptions to supply chains and inability to plan since late January have been a dangerous combination. But will all ...
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- Jorong Barutama Greston.PT - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Price Waterhouse Coopers - Russia
- Manunggal Multi Energi - Indonesia
- Oldendorff Carriers - Singapore
- International Coal Ventures Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Madhucon Powers Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Kepco SPC Power Corporation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- OPG Power Generation Pvt Ltd - India
- Marubeni Corporation - India
- Directorate General of MIneral and Coal - Indonesia
- Posco Energy - South Korea
- Energy Link Ltd, New Zealand
- Bhoruka Overseas - Indonesia
- Star Paper Mills Limited - India
- PNOC Exploration Corporation - Philippines
- Australian Coal Association
- GAC Shipping (India) Pvt Ltd
- CNBM International Corporation - China
- GN Power Mariveles Coal Plant, Philippines
- Sinarmas Energy and Mining - Indonesia
- Agrawal Coal Company - India
- Leighton Contractors Pty Ltd - Australia
- Orica Australia Pty. Ltd.
- Kalimantan Lumbung Energi - Indonesia
- Tata Chemicals Ltd - India
- Bharathi Cement Corporation - India
- Neyveli Lignite Corporation Ltd, - India
- Orica Mining Services - Indonesia
- Siam City Cement - Thailand
- Independent Power Producers Association of India
- Standard Chartered Bank - UAE
- The State Trading Corporation of India Ltd
- Banpu Public Company Limited - Thailand
- Interocean Group of Companies - India
- Grasim Industreis Ltd - India
- Antam Resourcindo - Indonesia
- Bayan Resources Tbk. - Indonesia
- Altura Mining Limited, Indonesia
- Aditya Birla Group - India
- New Zealand Coal & Carbon
- The University of Queensland
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Georgia Ports Authority, United States
- South Luzon Thermal Energy Corporation
- Asia Pacific Energy Resources Ventures Inc, Philippines
- PowerSource Philippines DevCo
- Minerals Council of Australia
- Meenaskhi Energy Private Limited - India
- Tamil Nadu electricity Board
- Renaissance Capital - South Africa
- Ceylon Electricity Board - Sri Lanka
- Indo Tambangraya Megah - Indonesia
- Indonesian Coal Mining Association
- Anglo American - United Kingdom
- Globalindo Alam Lestari - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Medco Energi Mining Internasional
- Trasteel International SA, Italy
- Kohat Cement Company Ltd. - Pakistan
- McConnell Dowell - Australia
- Indian Energy Exchange, India
- Romanian Commodities Exchange
- Parry Sugars Refinery, India
- SMG Consultants - Indonesia
- Cement Manufacturers Association - India
- Ind-Barath Power Infra Limited - India
- Simpson Spence & Young - Indonesia
- IHS Mccloskey Coal Group - USA
- Central Java Power - Indonesia
- San Jose City I Power Corp, Philippines
- Coastal Gujarat Power Limited - India
- Ministry of Transport, Egypt
- Meralco Power Generation, Philippines
- Kobexindo Tractors - Indoneisa
- Electricity Generating Authority of Thailand
- Sree Jayajothi Cements Limited - India
- Kideco Jaya Agung - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Barasentosa Lestari - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Deloitte Consulting - India
- European Bulk Services B.V. - Netherlands
- Mintek Dendrill Indonesia
- Bukit Makmur.PT - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Australian Commodity Traders Exchange
- Rio Tinto Coal - Australia
- Xindia Steels Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- London Commodity Brokers - England
- Sarangani Energy Corporation, Philippines
- Singapore Mercantile Exchange
- Vijayanagar Sugar Pvt Ltd - India
- Economic Council, Georgia
- Malabar Cements Ltd - India
- MS Steel International - UAE
- Offshore Bulk Terminal Pte Ltd, Singapore
- Port Waratah Coal Services - Australia
- Thiess Contractors Indonesia
- Carbofer General Trading SA - India
- AsiaOL BioFuels Corp., Philippines
- Indian Oil Corporation Limited
- VISA Power Limited - India
- Lanco Infratech Ltd - India
- Commonwealth Bank - Australia
- Gujarat Electricity Regulatory Commission - India
- Wood Mackenzie - Singapore
- Siam City Cement PLC, Thailand
- Intertek Mineral Services - Indonesia
- GVK Power & Infra Limited - India
- Gujarat Sidhee Cement - India
- Chamber of Mines of South Africa
- Kartika Selabumi Mining - Indonesia
- Petron Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Mercator Lines Limited - India
- Essar Steel Hazira Ltd - India
- Savvy Resources Ltd - HongKong
- Jaiprakash Power Ventures ltd
- TeaM Sual Corporation - Philippines
- CIMB Investment Bank - Malaysia
- Aboitiz Power Corporation - Philippines
- Metalloyd Limited - United Kingdom
- Binh Thuan Hamico - Vietnam
- Power Finance Corporation Ltd., India
- Africa Commodities Group - South Africa
- Global Business Power Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- SN Aboitiz Power Inc, Philippines
- Kumho Petrochemical, South Korea
- Parliament of New Zealand
- Karaikal Port Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Maheswari Brothers Coal Limited - India
- ASAPP Information Group - India
- Indogreen Group - Indonesia
- Iligan Light & Power Inc, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Salva Resources Pvt Ltd - India
- Bhushan Steel Limited - India
- Sojitz Corporation - Japan
- Bank of Tokyo Mitsubishi UFJ Ltd
- IEA Clean Coal Centre - UK
- Vedanta Resources Plc - India
- India Bulls Power Limited - India
- Makarim & Taira - Indonesia
- Directorate Of Revenue Intelligence - India
- Mjunction Services Limited - India
- Holcim Trading Pte Ltd - Singapore
- Timah Investasi Mineral - Indoneisa
- PetroVietnam Power Coal Import and Supply Company
- Toyota Tsusho Corporation, Japan
- Mercuria Energy - Indonesia
- Bukit Baiduri Energy - Indonesia
- Energy Development Corp, Philippines
- Ministry of Mines - Canada
- Vizag Seaport Private Limited - India
- Bulk Trading Sa - Switzerland
- PTC India Limited - India
- Indika Energy - Indonesia
- Attock Cement Pakistan Limited
- Planning Commission, India
- Formosa Plastics Group - Taiwan
- LBH Netherlands Bv - Netherlands
- Maharashtra Electricity Regulatory Commission - India
- The Treasury - Australian Government
- Alfred C Toepfer International GmbH - Germany
- Eastern Coal Council - USA
- Sakthi Sugars Limited - India
- Central Electricity Authority - India
- Sindya Power Generating Company Private Ltd
- Sical Logistics Limited - India
- Straits Asia Resources Limited - Singapore
- Uttam Galva Steels Limited - India
- Therma Luzon, Inc, Philippines
- Rashtriya Ispat Nigam Limited - India
- Heidelberg Cement - Germany
- Electricity Authority, New Zealand
- Goldman Sachs - Singapore
- Krishnapatnam Port Company Ltd. - India
- Global Green Power PLC Corporation, Philippines
- Borneo Indobara - Indonesia
- Larsen & Toubro Limited - India
- Riau Bara Harum - Indonesia
- Coal and Oil Company - UAE
- Eastern Energy - Thailand
- Videocon Industries ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Baramulti Group, Indonesia
- Latin American Coal - Colombia
- Merrill Lynch Commodities Europe
- Bangladesh Power Developement Board
- Jindal Steel & Power Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Global Coal Blending Company Limited - Australia
- Bhatia International Limited - India
- Edison Trading Spa - Italy
- Ministry of Finance - Indonesia
- Ambuja Cements Ltd - India
- Kaltim Prima Coal - Indonesia
- Dalmia Cement Bharat India
- Wilmar Investment Holdings
- White Energy Company Limited
- GMR Energy Limited - India
- ICICI Bank Limited - India
- Thai Mozambique Logistica
- SMC Global Power, Philippines
- Pendopo Energi Batubara - Indonesia
- Samtan Co., Ltd - South Korea
- Coalindo Energy - Indonesia
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