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
Tokyo Metals and Mining Briefing 2025
Ferrous market outlook, energy transition, and trade dynamics—key insights from Wood Mackenzie’s Metals and Mining Tokyo briefing.
$1,050
Insight
Wood Mackenzie 2025 Webinar - Bulks in Flux: from Coal to Green Steel
Navigating global bulk commodity market opportunities and challenges
$1,050
Insight
Delayed Energy Transition: Electric vehicles
Global markets continue to de-prioritise climate action in favour of industrial growth. How low could EV demand growth prospects get?
$1,050
