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 down
- Extended lockdown to hit sponge iron harder
- Iron ore demand and met coal imports to decline strongly
- 25-30% reduction in power generation during the lockdown
- Sharper decline in thermal coal imports as production remains strong
What's included
This report contains:
Other reports you may be interested in
Insight
Charting the course: Colombia’s gas and power market analysis amid uncertainty
Is Colombia’s natural gas at a turning point? Rising demand, falling domestic output, and growing offshore expectations
$5,000
Insight
Global unconventional roundup May 2025
A roundup of global shale and tight oil and gas activity in 2025.
$1,350
Insight
China’s anode giants navigate overcapacity and price pressures in a rapidly evolving market
Key anode market dynamics revealed from the 2024 results of eight listed Chinese anode producers
$1,050
