Insight
Coronavirus strangles India’s bulk commodities growth
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
India is under a three-week lockdown from 25 March 2020 to contain the spread of the coronavirus outbreak. Non-essential travel is banned, and people are confined to their homes. Businesses are shut, and the supply chain is disrupted. Industries are either closed or operating at sub-optimal utilisation. In this insight, we try to gauge the impact of supply chain disruption, limited workforce availability and a slowing demand on the steel, iron ore and coal sectors in India.
Table of contents
-
Executive summary
- Steel industry face challenges from supply chain disruptions, limited workforce and low demand
- Iron ore mining and agglomeration, both slows down
- Imported metallurgical coal to decline as limited domestic supply continues
- Thermal coal demand faces pressure from both power and non-power as industrial production comes to a halt
Tables and charts
This report includes the following images and tables:
-
India's iron and steel production slows downExtended lockdown to hit sponge iron harderIron ore demand and met coal imports to decline strongly25-30% reduction in power generation during the lockdownSharper decline in thermal coal imports as production remains strong
What's included
This report contains:
Other reports you may be interested in
Insight
Higher targets, tighter markets: the new reality under the updated US Renewable Fuel Standard
RFS Set 2 turns up the pressure on US biofuel supply. Higher mandates, tighter balances and rising RIN prices define the road to 2027.
$900
Insight
Data centre metals demand: it's all about the infrastructure not internals
The constraint has shifted to power. Metals demand scales with infrastructure, not data centre buildout.
$1,050
Asset Report
Butler SDI steel plant
Butler is one of the 7 EAF plants owned and operated by SDI. The plant employs thin slab casting technology and has a 3-Mtpa HRC capacity.
$2,250
