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, 17 March 20
IT IS NOW UNQUESTIONABLE THAT 2020 WILL BE A MILESTONE YEAR FOR THE OIL MARKET, AS WELL AS THE WHOLE GLOBAL ECONOMY - ALLIED
It is now unquestionable that 2020 will be a milestone year for the oil market, as well as the whole global economy. The impact from the COVID-19 o ...
Tuesday, 17 March 20
PRELIMINARY FIELD EXPERIENCES ON THE EFFECTS OF LSFO AND VLSFO ON CYLINDER CONDITION - HANS JENSEN LUBRICATORS
It is now more than two months since the 0.5% sulphur cap entered into force, which have affected the operation of more than 70,000 vessels. As ant ...
Monday, 16 March 20
ULTRAMAX: S8 INDONESIA-INDIA AND S10 INDONESIA-CHINA ROUTES BOTH POSTED GAINS OF $1,412, AND $1,289 ON THE WEEK, TO CLOSE AT $5,575, AND $6,089 RESPECTIVELY - BALTIC BRIEFING
Capesize
The Capesize market came to work on Monday, with little expectation, or confidence, that the days ahead were going to bring anything o ...
Sunday, 15 March 20
CAPTIVE COAL OUTPUT RISES 19% IN APRIL-FEBRUARY - FINANCIAL EXPRESS
Coal production from captive mines in the first eleven months of the ongoing fiscal have increased by 18.8% year-on-year (y-o-y) to 51.7 million to ...
Friday, 13 March 20
PANAMAX: SLIGHTLY STRONGER NUMBERS IN BOTH BASINS THIS WEEK - FEARNLEYS
Cape
Still very sad times for the big ships, and merit in further trading at present levels is highly debatable for most tonnage. Spot fixtures ...
|
|
|
Showing 1066 to 1070 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Miang Besar Coal Terminal - Indonesia
- Kartika Selabumi Mining - Indonesia
- CNBM International Corporation - China
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Standard Chartered Bank - UAE
- Samtan Co., Ltd - South Korea
- Salva Resources Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kepco SPC Power Corporation, Philippines
- Georgia Ports Authority, United States
- Baramulti Group, Indonesia
- Savvy Resources Ltd - HongKong
- Kohat Cement Company Ltd. - Pakistan
- Kaltim Prima Coal - Indonesia
- Toyota Tsusho Corporation, Japan
- Siam City Cement - Thailand
- Edison Trading Spa - Italy
- Orica Australia Pty. Ltd.
- Bukit Makmur.PT - Indonesia
- Cement Manufacturers Association - India
- Essar Steel Hazira Ltd - India
- Bulk Trading Sa - Switzerland
- Bukit Baiduri Energy - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Leighton Contractors Pty Ltd - Australia
- Indian Oil Corporation Limited
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Commonwealth Bank - Australia
- SMC Global Power, Philippines
- Independent Power Producers Association of India
- Bukit Asam (Persero) Tbk - Indonesia
- Larsen & Toubro Limited - India
- Attock Cement Pakistan Limited
- The University of Queensland
- Neyveli Lignite Corporation Ltd, - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- OPG Power Generation Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Central Electricity Authority - India
- Parliament of New Zealand
- Global Green Power PLC Corporation, Philippines
- PTC India Limited - India
- Maheswari Brothers Coal Limited - India
- Renaissance Capital - South Africa
- Jorong Barutama Greston.PT - Indonesia
- Timah Investasi Mineral - Indoneisa
- Carbofer General Trading SA - India
- Wood Mackenzie - Singapore
- Holcim Trading Pte Ltd - Singapore
- Bangladesh Power Developement Board
- Star Paper Mills Limited - India
- Jindal Steel & Power Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Rashtriya Ispat Nigam Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Ministry of Mines - Canada
- MS Steel International - UAE
- Formosa Plastics Group - Taiwan
- Dalmia Cement Bharat India
- Interocean Group of Companies - India
- Barasentosa Lestari - Indonesia
- SMG Consultants - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Metalloyd Limited - United Kingdom
- Aditya Birla Group - India
- Energy Link Ltd, New Zealand
- GAC Shipping (India) Pvt Ltd
- Pendopo Energi Batubara - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Economic Council, Georgia
- India Bulls Power Limited - India
- Global Business Power Corporation, Philippines
- Romanian Commodities Exchange
- Riau Bara Harum - Indonesia
- Lanco Infratech Ltd - India
- Port Waratah Coal Services - Australia
- Sical Logistics Limited - India
- Intertek Mineral Services - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Coastal Gujarat Power Limited - India
- Coalindo Energy - Indonesia
- Bhushan Steel Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Antam Resourcindo - Indonesia
- PNOC Exploration Corporation - Philippines
- London Commodity Brokers - England
- Minerals Council of Australia
- Indo Tambangraya Megah - Indonesia
- The State Trading Corporation of India Ltd
- Electricity Generating Authority of Thailand
- Electricity Authority, New Zealand
- Uttam Galva Steels Limited - India
- Trasteel International SA, Italy
- Kobexindo Tractors - Indoneisa
- Price Waterhouse Coopers - Russia
- Thai Mozambique Logistica
- Simpson Spence & Young - Indonesia
- Mintek Dendrill Indonesia
- Central Java Power - Indonesia
- Bhatia International Limited - India
- IHS Mccloskey Coal Group - USA
- SN Aboitiz Power Inc, Philippines
- Energy Development Corp, Philippines
- Ministry of Finance - Indonesia
- Mjunction Services Limited - India
- Latin American Coal - Colombia
- Krishnapatnam Port Company Ltd. - India
- Thiess Contractors Indonesia
- Xindia Steels Limited - India
- European Bulk Services B.V. - Netherlands
- Iligan Light & Power Inc, Philippines
- Coal and Oil Company - UAE
- Videocon Industries ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Bahari Cakrawala Sebuku - Indonesia
- Vizag Seaport Private Limited - India
- IEA Clean Coal Centre - UK
- Tata Chemicals Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Parry Sugars Refinery, India
- Ind-Barath Power Infra Limited - India
- Mercator Lines Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Eastern Energy - Thailand
- Bhoruka Overseas - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Vedanta Resources Plc - India
- South Luzon Thermal Energy Corporation
- Banpu Public Company Limited - Thailand
- Oldendorff Carriers - Singapore
- Indika Energy - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Asmin Koalindo Tuhup - Indonesia
- GVK Power & Infra Limited - India
- Meenaskhi Energy Private Limited - India
- PowerSource Philippines DevCo
- Merrill Lynch Commodities Europe
- ICICI Bank Limited - India
- Gujarat Electricity Regulatory Commission - India
- Maharashtra Electricity Regulatory Commission - India
- Kumho Petrochemical, South Korea
- Kideco Jaya Agung - Indonesia
- Australian Coal Association
- Bayan Resources Tbk. - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Mercuria Energy - Indonesia
- Binh Thuan Hamico - Vietnam
- Deloitte Consulting - India
- Grasim Industreis Ltd - India
- Altura Mining Limited, Indonesia
- Sree Jayajothi Cements Limited - India
- GMR Energy Limited - India
- Medco Energi Mining Internasional
- Anglo American - United Kingdom
- Ceylon Electricity Board - Sri Lanka
- Chamber of Mines of South Africa
- McConnell Dowell - Australia
- Agrawal Coal Company - India
- Orica Mining Services - Indonesia
- LBH Netherlands Bv - Netherlands
- Gujarat Sidhee Cement - India
- The Treasury - Australian Government
- Madhucon Powers Ltd - India
- San Jose City I Power Corp, Philippines
- Ministry of Transport, Egypt
- Meralco Power Generation, Philippines
- Chettinad Cement Corporation Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Petron Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- Ambuja Cements Ltd - India
- Posco Energy - South Korea
- Jaiprakash Power Ventures ltd
- PetroVietnam Power Coal Import and Supply Company
- CIMB Investment Bank - Malaysia
- Indonesian Coal Mining Association
- Heidelberg Cement - Germany
- Marubeni Corporation - India
- Siam City Cement PLC, Thailand
- VISA Power Limited - India
- New Zealand Coal & Carbon
- Aboitiz Power Corporation - Philippines
- Planning Commission, India
- Tamil Nadu electricity Board
- Borneo Indobara - Indonesia
- Wilmar Investment Holdings
- TeaM Sual Corporation - Philippines
- Malabar Cements Ltd - India
- Singapore Mercantile Exchange
- Makarim & Taira - Indonesia
- Eastern Coal Council - USA
- Therma Luzon, Inc, Philippines
- White Energy Company Limited
- Alfred C Toepfer International GmbH - Germany
- Africa Commodities Group - South Africa
- Bharathi Cement Corporation - India
- Indogreen Group - Indonesia
- International Coal Ventures Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- Global Coal Blending Company Limited - Australia
- Semirara Mining Corp, Philippines
- Indian Energy Exchange, India
- Power Finance Corporation Ltd., India
- AsiaOL BioFuels Corp., Philippines
- Sojitz Corporation - Japan
- ASAPP Information Group - India
- Sarangani Energy Corporation, Philippines
- Goldman Sachs - Singapore
- Australian Commodity Traders Exchange
- Straits Asia Resources Limited - Singapore
- Sakthi Sugars Limited - India
- Globalindo Alam Lestari - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Rio Tinto Coal - Australia
- Sinarmas Energy and Mining - Indonesia
|
| |
| |
|
