We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Tuesday, 24 March 20
CHINA TAIYUAN COAL TRANSACTION PRICE INDEX DOWN 0.28 PCT - XINHUA
China Taiyuan coal transaction price index stood at 132.74 points Monday, down 0.28 percent week on week.
The index, released by Chi ...
Monday, 23 March 20
CHARTERPARTY REQUIREMENTS TO NOTIFY CLAIMS - TAKE CARE! - WFW
KNOWLEDGE TO ELEVATE
Voyage charterparties frequently require the owner to notify any claim with supporting documents within a relatively shor ...
Monday, 23 March 20
COAL INDIA LIMITED'S ONE-DAY OUTPUT PEAKS AT 3.17 MT - THE HINDU
Coal India Limited (CIL) output peaked at a new high of 3.17 million tonnes (MT) on March 20, overtaking the 3.14 MT production recorded on March 2 ...
Monday, 23 March 20
KOMIPO INVITED BIDS FOR 1.45 MILLION TONS OF COAL FOR JUNE & JULY 2020 LOADING
COALspot.com: Korea Midland Power Co.,Ltd (KOMIPO), on behalf of five Korean Gencos, has issued an international tender for total 1,450,000 MT (&pl ...
Saturday, 21 March 20
PANAMAX: 82,000DWT SHIP AGREED $4,250 FOR A COAL TRIP VIA INDONESIA REDELIVERY SOUTH CHINA - BALTIC BRIEFING
Capesize
The Capesize market made some headway this past week despite being buffeted by the global pandemic storm. With the market in a constan ...
|
|
|
Showing 1051 to 1055 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Antam Resourcindo - Indonesia
- Central Electricity Authority - India
- Mjunction Services Limited - India
- Bangladesh Power Developement Board
- LBH Netherlands Bv - Netherlands
- Parry Sugars Refinery, India
- Semirara Mining and Power Corporation, Philippines
- Bharathi Cement Corporation - India
- Bhushan Steel Limited - India
- Samtan Co., Ltd - South Korea
- Africa Commodities Group - South Africa
- Thai Mozambique Logistica
- Bayan Resources Tbk. - Indonesia
- Videocon Industries ltd - India
- Gujarat Electricity Regulatory Commission - India
- Merrill Lynch Commodities Europe
- Mercator Lines Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Bhatia International Limited - India
- MS Steel International - UAE
- Timah Investasi Mineral - Indoneisa
- GMR Energy Limited - India
- Bulk Trading Sa - Switzerland
- Parliament of New Zealand
- Semirara Mining Corp, Philippines
- Attock Cement Pakistan Limited
- Kalimantan Lumbung Energi - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Petron Corporation, Philippines
- Energy Development Corp, Philippines
- Borneo Indobara - Indonesia
- Sakthi Sugars Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Deloitte Consulting - India
- Grasim Industreis Ltd - India
- Electricity Generating Authority of Thailand
- Anglo American - United Kingdom
- Ministry of Finance - Indonesia
- Kumho Petrochemical, South Korea
- Rashtriya Ispat Nigam Limited - India
- OPG Power Generation Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- Kepco SPC Power Corporation, Philippines
- Coalindo Energy - Indonesia
- Mintek Dendrill Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Coastal Gujarat Power Limited - India
- Orica Mining Services - Indonesia
- Electricity Authority, New Zealand
- Formosa Plastics Group - Taiwan
- Bhoruka Overseas - Indonesia
- Mercuria Energy - Indonesia
- Vizag Seaport Private Limited - India
- Siam City Cement PLC, Thailand
- Singapore Mercantile Exchange
- Offshore Bulk Terminal Pte Ltd, Singapore
- Altura Mining Limited, Indonesia
- Standard Chartered Bank - UAE
- Toyota Tsusho Corporation, Japan
- Posco Energy - South Korea
- IHS Mccloskey Coal Group - USA
- Coal and Oil Company - UAE
- Meralco Power Generation, Philippines
- Sree Jayajothi Cements Limited - India
- Xindia Steels Limited - India
- Uttam Galva Steels Limited - India
- Eastern Coal Council - USA
- Salva Resources Pvt Ltd - India
- Indonesian Coal Mining Association
- The State Trading Corporation of India Ltd
- McConnell Dowell - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Lanco Infratech Ltd - India
- Heidelberg Cement - Germany
- Carbofer General Trading SA - India
- Bahari Cakrawala Sebuku - Indonesia
- New Zealand Coal & Carbon
- Globalindo Alam Lestari - Indonesia
- Commonwealth Bank - Australia
- Maharashtra Electricity Regulatory Commission - India
- Oldendorff Carriers - Singapore
- Bukit Makmur.PT - Indonesia
- PowerSource Philippines DevCo
- The University of Queensland
- Minerals Council of Australia
- Savvy Resources Ltd - HongKong
- Intertek Mineral Services - Indonesia
- Billiton Holdings Pty Ltd - Australia
- San Jose City I Power Corp, Philippines
- Binh Thuan Hamico - Vietnam
- Sinarmas Energy and Mining - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- South Luzon Thermal Energy Corporation
- Kartika Selabumi Mining - Indonesia
- Goldman Sachs - Singapore
- Pendopo Energi Batubara - Indonesia
- London Commodity Brokers - England
- Gujarat Mineral Development Corp Ltd - India
- Port Waratah Coal Services - Australia
- SN Aboitiz Power Inc, Philippines
- Kobexindo Tractors - Indoneisa
- PNOC Exploration Corporation - Philippines
- Wilmar Investment Holdings
- Tata Chemicals Ltd - India
- SMG Consultants - Indonesia
- VISA Power Limited - India
- Ministry of Mines - Canada
- GAC Shipping (India) Pvt Ltd
- Holcim Trading Pte Ltd - Singapore
- India Bulls Power Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Iligan Light & Power Inc, Philippines
- Indian Energy Exchange, India
- Georgia Ports Authority, United States
- Indogreen Group - Indonesia
- Aditya Birla Group - India
- Sojitz Corporation - Japan
- Miang Besar Coal Terminal - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Australian Coal Association
- Banpu Public Company Limited - Thailand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- ICICI Bank Limited - India
- Romanian Commodities Exchange
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Eastern Energy - Thailand
- Marubeni Corporation - India
- Sindya Power Generating Company Private Ltd
- The Treasury - Australian Government
- Vedanta Resources Plc - India
- GN Power Mariveles Coal Plant, Philippines
- Krishnapatnam Port Company Ltd. - India
- Kaltim Prima Coal - Indonesia
- Agrawal Coal Company - India
- CNBM International Corporation - China
- Siam City Cement - Thailand
- IEA Clean Coal Centre - UK
- Chettinad Cement Corporation Ltd - India
- International Coal Ventures Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Madhucon Powers Ltd - India
- Directorate Of Revenue Intelligence - India
- Cement Manufacturers Association - India
- Rio Tinto Coal - Australia
- Global Business Power Corporation, Philippines
- Ind-Barath Power Infra Limited - India
- Economic Council, Georgia
- Malabar Cements Ltd - India
- Bukit Baiduri Energy - Indonesia
- Central Java Power - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Medco Energi Mining Internasional
- Leighton Contractors Pty Ltd - Australia
- Global Coal Blending Company Limited - Australia
- Makarim & Taira - Indonesia
- Sarangani Energy Corporation, Philippines
- Latin American Coal - Colombia
- Jaiprakash Power Ventures ltd
- Australian Commodity Traders Exchange
- GVK Power & Infra Limited - India
- Gujarat Sidhee Cement - India
- Power Finance Corporation Ltd., India
- Renaissance Capital - South Africa
- Tamil Nadu electricity Board
- Kapuas Tunggal Persada - Indonesia
- Barasentosa Lestari - Indonesia
- Star Paper Mills Limited - India
- Ministry of Transport, Egypt
- Cigading International Bulk Terminal - Indonesia
- Independent Power Producers Association of India
- Sical Logistics Limited - India
- Wood Mackenzie - Singapore
- Riau Bara Harum - Indonesia
- Indo Tambangraya Megah - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Dalmia Cement Bharat India
- Global Green Power PLC Corporation, Philippines
- Larsen & Toubro Limited - India
- Aboitiz Power Corporation - Philippines
- Thiess Contractors Indonesia
- Metalloyd Limited - United Kingdom
- PTC India Limited - India
- Price Waterhouse Coopers - Russia
- Orica Australia Pty. Ltd.
- Indian Oil Corporation Limited
- Vijayanagar Sugar Pvt Ltd - India
- Chamber of Mines of South Africa
- Energy Link Ltd, New Zealand
- Therma Luzon, Inc, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- ASAPP Information Group - India
- European Bulk Services B.V. - Netherlands
- Karaikal Port Pvt Ltd - India
- White Energy Company Limited
- CIMB Investment Bank - Malaysia
- AsiaOL BioFuels Corp., Philippines
- Interocean Group of Companies - India
- Asmin Koalindo Tuhup - Indonesia
- Indika Energy - Indonesia
- Baramulti Group, Indonesia
- Straits Asia Resources Limited - Singapore
- Edison Trading Spa - Italy
- Trasteel International SA, Italy
- Kideco Jaya Agung - Indonesia
- TeaM Sual Corporation - Philippines
- Essar Steel Hazira Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Simpson Spence & Young - Indonesia
- Ambuja Cements Ltd - India
- SMC Global Power, Philippines
- Maheswari Brothers Coal Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Meenaskhi Energy Private Limited - India
- Planning Commission, India
- Kohat Cement Company Ltd. - Pakistan
|
| |
| |
|
