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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, 20 March 20
VOLATILITY TO INCREASE IN TANKER MARKET FOLLOWING OIL PRICE WAR - DREWRY
Crude oil prices plunged by more than a third in the past week after OPEC+ failed to agree on production cut as demand softened in the aftermath of ...
Friday, 20 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 ...
Friday, 20 March 20
OIL PRICES COULD FALL BELOW ZERO: ANALYST - FOX BUSINESS
Plunging oil prices could be headed a lot lower – possibly below zero, according to one Wall Street analyst.
West Texas Interm ...
Friday, 20 March 20
84% OF FEBRUARY BUNKER SALES IN SINGAPORE ARE LOW-SULPHUR FUELS - BIMCO
Low-sulphur fuels accounted for 84% of total February sales in Singapore, slightly up from 83% in January. The sale of low-sulphur fuel oil (LSFO) ...
Thursday, 19 March 20
A CRUDE TSUNAMI: UP TO 3 MILLION BPD OF EXTRA OIL CAN HIT THE MARKET FROM APRIL, MORE COMING IN MAY - RYSTAD ENERGY
The extra oil coming into the global market from April will be as much as 3 million barrels per day (bpd), Rystad Energy estimates. Two million bpd ...
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- PetroVietnam Power Coal Import and Supply Company
- Wood Mackenzie - Singapore
- Global Coal Blending Company Limited - Australia
- Medco Energi Mining Internasional
- Central Java Power - Indonesia
- Indo Tambangraya Megah - Indonesia
- Binh Thuan Hamico - Vietnam
- Intertek Mineral Services - Indonesia
- Bhoruka Overseas - Indonesia
- Eastern Energy - Thailand
- TeaM Sual Corporation - Philippines
- Sakthi Sugars Limited - India
- Global Business Power Corporation, Philippines
- Altura Mining Limited, Indonesia
- International Coal Ventures Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Kohat Cement Company Ltd. - Pakistan
- McConnell Dowell - Australia
- Holcim Trading Pte Ltd - Singapore
- New Zealand Coal & Carbon
- Sindya Power Generating Company Private Ltd
- Xindia Steels Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Rio Tinto Coal - Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Leighton Contractors Pty Ltd - Australia
- PTC India Limited - India
- Malabar Cements Ltd - India
- San Jose City I Power Corp, Philippines
- ICICI Bank Limited - India
- Star Paper Mills Limited - India
- Vizag Seaport Private Limited - India
- IHS Mccloskey Coal Group - USA
- Globalindo Alam Lestari - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Interocean Group of Companies - India
- Ministry of Finance - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Larsen & Toubro Limited - India
- Gujarat Sidhee Cement - India
- Iligan Light & Power Inc, Philippines
- Jaiprakash Power Ventures ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ind-Barath Power Infra Limited - India
- Aboitiz Power Corporation - Philippines
- PNOC Exploration Corporation - Philippines
- Pendopo Energi Batubara - Indonesia
- Singapore Mercantile Exchange
- ASAPP Information Group - India
- MS Steel International - UAE
- Energy Link Ltd, New Zealand
- Power Finance Corporation Ltd., India
- Barasentosa Lestari - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Trasteel International SA, Italy
- CNBM International Corporation - China
- Semirara Mining and Power Corporation, Philippines
- Madhucon Powers Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Timah Investasi Mineral - Indoneisa
- Mintek Dendrill Indonesia
- PowerSource Philippines DevCo
- Posco Energy - South Korea
- Aditya Birla Group - India
- Bhatia International Limited - India
- Antam Resourcindo - Indonesia
- Borneo Indobara - Indonesia
- Therma Luzon, Inc, Philippines
- Siam City Cement PLC, Thailand
- GN Power Mariveles Coal Plant, Philippines
- Africa Commodities Group - South Africa
- Billiton Holdings Pty Ltd - Australia
- GAC Shipping (India) Pvt Ltd
- Orica Mining Services - Indonesia
- Indian Oil Corporation Limited
- Australian Commodity Traders Exchange
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Economic Council, Georgia
- Thiess Contractors Indonesia
- Sarangani Energy Corporation, Philippines
- GVK Power & Infra Limited - India
- Bhushan Steel Limited - India
- Mercator Lines Limited - India
- Electricity Authority, New Zealand
- Parry Sugars Refinery, India
- Price Waterhouse Coopers - Russia
- Simpson Spence & Young - Indonesia
- The University of Queensland
- Semirara Mining Corp, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Videocon Industries ltd - India
- Riau Bara Harum - Indonesia
- Samtan Co., Ltd - South Korea
- Standard Chartered Bank - UAE
- Cement Manufacturers Association - India
- Maharashtra Electricity Regulatory Commission - India
- Straits Asia Resources Limited - Singapore
- London Commodity Brokers - England
- Directorate Of Revenue Intelligence - India
- Parliament of New Zealand
- Miang Besar Coal Terminal - Indonesia
- Salva Resources Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- Edison Trading Spa - Italy
- SMC Global Power, Philippines
- Bharathi Cement Corporation - India
- VISA Power Limited - India
- White Energy Company Limited
- Anglo American - United Kingdom
- Electricity Generating Authority of Thailand
- India Bulls Power Limited - India
- Vedanta Resources Plc - India
- Banpu Public Company Limited - Thailand
- The State Trading Corporation of India Ltd
- IEA Clean Coal Centre - UK
- Dalmia Cement Bharat India
- Chettinad Cement Corporation Ltd - India
- Bayan Resources Tbk. - Indonesia
- Goldman Sachs - Singapore
- Gujarat Electricity Regulatory Commission - India
- European Bulk Services B.V. - Netherlands
- Meralco Power Generation, Philippines
- Latin American Coal - Colombia
- Meenaskhi Energy Private Limited - India
- Chamber of Mines of South Africa
- Bangladesh Power Developement Board
- Central Electricity Authority - India
- Bukit Baiduri Energy - Indonesia
- OPG Power Generation Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Formosa Plastics Group - Taiwan
- Manunggal Multi Energi - Indonesia
- Port Waratah Coal Services - Australia
- Indika Energy - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Ministry of Transport, Egypt
- Kapuas Tunggal Persada - Indonesia
- Marubeni Corporation - India
- Australian Coal Association
- Metalloyd Limited - United Kingdom
- Tata Chemicals Ltd - India
- Maheswari Brothers Coal Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Georgia Ports Authority, United States
- Cigading International Bulk Terminal - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Wilmar Investment Holdings
- Carbofer General Trading SA - India
- Bulk Trading Sa - Switzerland
- Tamil Nadu electricity Board
- CIMB Investment Bank - Malaysia
- Independent Power Producers Association of India
- Petron Corporation, Philippines
- Planning Commission, India
- Karaikal Port Pvt Ltd - India
- Sical Logistics Limited - India
- Siam City Cement - Thailand
- Lanco Infratech Ltd - India
- Uttam Galva Steels Limited - India
- Minerals Council of Australia
- Jindal Steel & Power Ltd - India
- LBH Netherlands Bv - Netherlands
- Savvy Resources Ltd - HongKong
- Bukit Makmur.PT - Indonesia
- Merrill Lynch Commodities Europe
- Gujarat Mineral Development Corp Ltd - India
- Indonesian Coal Mining Association
- Mercuria Energy - Indonesia
- Agrawal Coal Company - India
- Kalimantan Lumbung Energi - Indonesia
- Coal and Oil Company - UAE
- Kaltim Prima Coal - Indonesia
- Makarim & Taira - Indonesia
- GMR Energy Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- SMG Consultants - Indonesia
- SN Aboitiz Power Inc, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Coalindo Energy - Indonesia
- Attock Cement Pakistan Limited
- Commonwealth Bank - Australia
- Coastal Gujarat Power Limited - India
- Toyota Tsusho Corporation, Japan
- Grasim Industreis Ltd - India
- Orica Australia Pty. Ltd.
- AsiaOL BioFuels Corp., Philippines
- Global Green Power PLC Corporation, Philippines
- Indian Energy Exchange, India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Heidelberg Cement - Germany
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ambuja Cements Ltd - India
- Indogreen Group - Indonesia
- Romanian Commodities Exchange
- Jorong Barutama Greston.PT - Indonesia
- Deloitte Consulting - India
- Kepco SPC Power Corporation, Philippines
- Eastern Coal Council - USA
- Essar Steel Hazira Ltd - India
- Thai Mozambique Logistica
- Renaissance Capital - South Africa
- Baramulti Group, Indonesia
- Kartika Selabumi Mining - Indonesia
- The Treasury - Australian Government
- Mjunction Services Limited - India
- Energy Development Corp, Philippines
- Sree Jayajothi Cements Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Sojitz Corporation - Japan
- Ministry of Mines - Canada
- Kobexindo Tractors - Indoneisa
- Oldendorff Carriers - Singapore
- Kideco Jaya Agung - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
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