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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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Thursday, 19 March 20
BIMCO REVISES 2020 FORECAST FOR MAIN SHIPPING MARKETS
The coronavirus pandemic is impacting global shipping demand for 2020 negatively. The speed of the virus spread makes it difficult to assess the fu ...
Thursday, 19 March 20
U.S. COAL EXPORTS DECLINED IN 2019 - EIA
In 2019, U.S. coal exports declined to 93 million short tons (MMst), a 20% decrease from the previous year, according to the U.S. Energy Informatio ...
Thursday, 19 March 20
SOUTH KOREA'S KOSPO INVITED BIDS FOR MIN 3,700 OR MIN 4,200 NCV LOW CALORIFIC VALUE COAL
COALspot.com: Korea Southern Power Co., Ltd. (KOSPO), has issued an international tender for total 160,000 MT (±10%) (80,000 x 2 Panamax) of ...
Wednesday, 18 March 20
DRY BULK: INDONESIAN COAL CARGOES PROVIDING A BIG BOOST IN THE EAST WHERE SENTIMENT FOR HANDIES ALSO STARTED IMPROVING - INTERMODAL
The BDI ended last week with small gains on the back of an encouraging number of cargoes out of key trading regions that helped sustain the reserve ...
Wednesday, 18 March 20
SHIPPING MARKET INSIGHT - INTERMODAL
Despite we all knew about the Covid-19 weeks ago, few could realize the size of the thread until the last few days. The examples of China and Italy ...
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- Chettinad Cement Corporation Ltd - India
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- Central Java Power - Indonesia
- Global Coal Blending Company Limited - Australia
- The State Trading Corporation of India Ltd
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- Jorong Barutama Greston.PT - Indonesia
- Price Waterhouse Coopers - Russia
- GN Power Mariveles Coal Plant, Philippines
- Commonwealth Bank - Australia
- Posco Energy - South Korea
- Energy Link Ltd, New Zealand
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- Petron Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
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- Indian Oil Corporation Limited
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- Economic Council, Georgia
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- Indogreen Group - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Makarim & Taira - Indonesia
- Australian Commodity Traders Exchange
- Orica Mining Services - Indonesia
- The Treasury - Australian Government
- Ministry of Transport, Egypt
- London Commodity Brokers - England
- Indo Tambangraya Megah - Indonesia
- PowerSource Philippines DevCo
- Pendopo Energi Batubara - Indonesia
- TeaM Sual Corporation - Philippines
- MS Steel International - UAE
- Heidelberg Cement - Germany
- CIMB Investment Bank - Malaysia
- Tata Chemicals Ltd - India
- Thiess Contractors Indonesia
- Alfred C Toepfer International GmbH - Germany
- GMR Energy Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Lanco Infratech Ltd - India
- Parliament of New Zealand
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- Global Business Power Corporation, Philippines
- Oldendorff Carriers - Singapore
- LBH Netherlands Bv - Netherlands
- Indika Energy - Indonesia
- IHS Mccloskey Coal Group - USA
- Jindal Steel & Power Ltd - India
- Banpu Public Company Limited - Thailand
- Antam Resourcindo - Indonesia
- Directorate Of Revenue Intelligence - India
- Wilmar Investment Holdings
- Grasim Industreis Ltd - India
- Cement Manufacturers Association - India
- Attock Cement Pakistan Limited
- Xindia Steels Limited - India
- Sical Logistics Limited - India
- Miang Besar Coal Terminal - Indonesia
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- Anglo American - United Kingdom
- Global Green Power PLC Corporation, Philippines
- Chamber of Mines of South Africa
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- Georgia Ports Authority, United States
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- Bank of Tokyo Mitsubishi UFJ Ltd
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- Bukit Makmur.PT - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- VISA Power Limited - India
- Minerals Council of Australia
- GVK Power & Infra Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Siam City Cement PLC, Thailand
- Manunggal Multi Energi - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Orica Australia Pty. Ltd.
- Kobexindo Tractors - Indoneisa
- Ministry of Mines - Canada
- Power Finance Corporation Ltd., India
- Interocean Group of Companies - India
- Planning Commission, India
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- Straits Asia Resources Limited - Singapore
- Latin American Coal - Colombia
- Mjunction Services Limited - India
- Holcim Trading Pte Ltd - Singapore
- Bhoruka Overseas - Indonesia
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- Kumho Petrochemical, South Korea
- Kaltim Prima Coal - Indonesia
- SMC Global Power, Philippines
- San Jose City I Power Corp, Philippines
- Agrawal Coal Company - India
- Sarangani Energy Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Edison Trading Spa - Italy
- Energy Development Corp, Philippines
- Rashtriya Ispat Nigam Limited - India
- GAC Shipping (India) Pvt Ltd
- Electricity Generating Authority of Thailand
- Gujarat Electricity Regulatory Commission - India
- Samtan Co., Ltd - South Korea
- Maheswari Brothers Coal Limited - India
- White Energy Company Limited
- Siam City Cement - Thailand
- Medco Energi Mining Internasional
- Metalloyd Limited - United Kingdom
- Singapore Mercantile Exchange
- Sojitz Corporation - Japan
- Coastal Gujarat Power Limited - India
- Therma Luzon, Inc, Philippines
- Kideco Jaya Agung - Indonesia
- Dalmia Cement Bharat India
- Eastern Coal Council - USA
- Gujarat Mineral Development Corp Ltd - India
- Binh Thuan Hamico - Vietnam
- Karbindo Abesyapradhi - Indoneisa
- Intertek Mineral Services - Indonesia
- Bharathi Cement Corporation - India
- IEA Clean Coal Centre - UK
- ICICI Bank Limited - India
- Standard Chartered Bank - UAE
- Indian Energy Exchange, India
- Star Paper Mills Limited - India
- Parry Sugars Refinery, India
- CNBM International Corporation - China
- Salva Resources Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- Marubeni Corporation - India
- Globalindo Alam Lestari - Indonesia
- Coal and Oil Company - UAE
- Merrill Lynch Commodities Europe
- Altura Mining Limited, Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- India Bulls Power Limited - India
- International Coal Ventures Pvt Ltd - India
- Africa Commodities Group - South Africa
- Videocon Industries ltd - India
- South Luzon Thermal Energy Corporation
- Independent Power Producers Association of India
- Romanian Commodities Exchange
- SMG Consultants - Indonesia
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- Coalindo Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- Directorate General of MIneral and Coal - Indonesia
- PNOC Exploration Corporation - Philippines
- Vedanta Resources Plc - India
- AsiaOL BioFuels Corp., Philippines
- European Bulk Services B.V. - Netherlands
- PetroVietnam Power Coal Import and Supply Company
- Kapuas Tunggal Persada - Indonesia
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- Eastern Energy - Thailand
- Bangladesh Power Developement Board
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- Offshore Bulk Terminal Pte Ltd, Singapore
- New Zealand Coal & Carbon
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