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Friday, 24 April 15
GLOBAL STEEL PRODUCTION OUTSIDE OF CHINA CONTINUES TO FARE VERY POORLY - JEFFREY LANDSBERG
 COALspot.com: Data released this week showed that global crude steel production totaled approximately 138.05 million tons in March.
What is still not receiving enough attention, however, is that global steel production outside of China continues to fare very poorly and is doing even worse than steel production in China, Commodore-research said in its latest note.
Chinese crude steel production totaled 69.49 million tons last month, which marked a year-on-year decrease of just 750,000 tons (-1%). However, global crude steel production excluding Chinese production totaled 68.56 million tons last month. This marks a year-on-year decrease of 2.53 million tons (-4%).
According to Jeffrey Landsberg of commodore-research, the world continues to focus on China's economic slowdown and changing steel market, and rightfully so -- but the poor situation taking place in the steel market outside of China is being missed my many.
Global crude steel production outside of China has now decreased on a year-on-year basis during three of the last four months. This is of course negative for iron ore consumption and seaborne iron ore trade, which greatly affects the capesize segment of the dry bulk market.
commodore-research noted that, it also has very large ramifications for iron ore prices.
Commodore Research & Consultancy has continued to monitor this vital ongoing 2015 development in great detail in its Weekly Dry Bulk Reports. It is not just China where problems lie. Steel production outside of China continues to fare very poorly and is doing even worse than Chinese steel production. Nevertheless, this fact continues to be missed by many in the market, commodore-research concluded.
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Wednesday, 13 May 15
MARKET INSIGHT - KONSTANTINOS KONTOMICHIS
The EU governments in an effort to face their economic crisis individually are facing lack of political cohesion. This reflects back to each econom ...
Tuesday, 12 May 15
FOB INDONESIA COAL SWAP; DECLINED M-O-M AND W-O-W
COALspot.com: Indonesian coal swap for delivery Q3 2015 lost week over week and month on month, this past week.
The Q3 swap was declined US$ 0 ...
Tuesday, 12 May 15
FOB RICHARDS BAY COAL SWAPS: LOST W-O-W; GAIN M-O-M
COALspot.com: API4 FOB Richards Bay Coal swap for delivery Q3' 2015 increased month over month and decreased week over week.
The Q3 swap h ...
Monday, 11 May 15
DRY BULK CARRIER ORDERS CRASH TO A TWENTY YEAR LOW - CLARKSONS
In the last four months dry bulk orders have fallen to 0.4m dwt per month, the lowest level since the 1990s. This is a massive 98% reduction from t ...
Monday, 11 May 15
HBA PRICE DIPS FURTHER; LOWEST RECORDED SINCE JANUARY 2009
COALspot.com - The Ministry of Energy & Mineral Resources of Indonesia revised down Indonesian coal benchmark prices to US$ 61.08 per MT in May ...
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- Karaikal Port Pvt Ltd - India
- Medco Energi Mining Internasional
- Agrawal Coal Company - India
- Ministry of Transport, Egypt
- Edison Trading Spa - Italy
- Krishnapatnam Port Company Ltd. - India
- Altura Mining Limited, Indonesia
- Renaissance Capital - South Africa
- GN Power Mariveles Coal Plant, Philippines
- Straits Asia Resources Limited - Singapore
- GMR Energy Limited - India
- Ministry of Finance - Indonesia
- ICICI Bank Limited - India
- Formosa Plastics Group - Taiwan
- Central Electricity Authority - India
- Manunggal Multi Energi - Indonesia
- Samtan Co., Ltd - South Korea
- Globalindo Alam Lestari - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Lanco Infratech Ltd - India
- GAC Shipping (India) Pvt Ltd
- Price Waterhouse Coopers - Russia
- Toyota Tsusho Corporation, Japan
- Chettinad Cement Corporation Ltd - India
- Electricity Authority, New Zealand
- GVK Power & Infra Limited - India
- PowerSource Philippines DevCo
- Xindia Steels Limited - India
- Global Green Power PLC Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Rashtriya Ispat Nigam Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Baramulti Group, Indonesia
- PNOC Exploration Corporation - Philippines
- Vizag Seaport Private Limited - India
- Goldman Sachs - Singapore
- Bukit Baiduri Energy - Indonesia
- Bharathi Cement Corporation - India
- Sree Jayajothi Cements Limited - India
- Global Business Power Corporation, Philippines
- Sojitz Corporation - Japan
- Attock Cement Pakistan Limited
- Jindal Steel & Power Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Economic Council, Georgia
- Savvy Resources Ltd - HongKong
- Jaiprakash Power Ventures ltd
- Barasentosa Lestari - Indonesia
- The State Trading Corporation of India Ltd
- Parry Sugars Refinery, India
- Siam City Cement - Thailand
- Bhushan Steel Limited - India
- New Zealand Coal & Carbon
- Kaltim Prima Coal - Indonesia
- Pendopo Energi Batubara - Indonesia
- Merrill Lynch Commodities Europe
- South Luzon Thermal Energy Corporation
- Australian Coal Association
- Thai Mozambique Logistica
- CIMB Investment Bank - Malaysia
- TeaM Sual Corporation - Philippines
- Tata Chemicals Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- IHS Mccloskey Coal Group - USA
- Georgia Ports Authority, United States
- Indian Energy Exchange, India
- Indonesian Coal Mining Association
- Central Java Power - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- Heidelberg Cement - Germany
- Gujarat Sidhee Cement - India
- SMC Global Power, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Anglo American - United Kingdom
- Thiess Contractors Indonesia
- Videocon Industries ltd - India
- Maheswari Brothers Coal Limited - India
- Commonwealth Bank - Australia
- Carbofer General Trading SA - India
- Makarim & Taira - Indonesia
- MS Steel International - UAE
- Cigading International Bulk Terminal - Indonesia
- Electricity Generating Authority of Thailand
- Alfred C Toepfer International GmbH - Germany
- Posco Energy - South Korea
- Romanian Commodities Exchange
- Bukit Makmur.PT - Indonesia
- India Bulls Power Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Coal and Oil Company - UAE
- Minerals Council of Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- SMG Consultants - Indonesia
- Ambuja Cements Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Bangladesh Power Developement Board
- ASAPP Information Group - India
- Semirara Mining and Power Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- PTC India Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Mjunction Services Limited - India
- Mercuria Energy - Indonesia
- Independent Power Producers Association of India
- Indian Oil Corporation Limited
- Billiton Holdings Pty Ltd - Australia
- Karbindo Abesyapradhi - Indoneisa
- Eastern Energy - Thailand
- Coalindo Energy - Indonesia
- Aboitiz Power Corporation - Philippines
- Iligan Light & Power Inc, Philippines
- Intertek Mineral Services - Indonesia
- Kapuas Tunggal Persada - Indonesia
- McConnell Dowell - Australia
- Antam Resourcindo - Indonesia
- Grasim Industreis Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ministry of Mines - Canada
- Energy Development Corp, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Kideco Jaya Agung - Indonesia
- Sinarmas Energy and Mining - Indonesia
- OPG Power Generation Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- Simpson Spence & Young - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Riau Bara Harum - Indonesia
- Deloitte Consulting - India
- Sindya Power Generating Company Private Ltd
- European Bulk Services B.V. - Netherlands
- The Treasury - Australian Government
- VISA Power Limited - India
- Interocean Group of Companies - India
- Vedanta Resources Plc - India
- Singapore Mercantile Exchange
- White Energy Company Limited
- Kohat Cement Company Ltd. - Pakistan
- Indo Tambangraya Megah - Indonesia
- Trasteel International SA, Italy
- Parliament of New Zealand
- Pipit Mutiara Jaya. PT, Indonesia
- Madhucon Powers Ltd - India
- Therma Luzon, Inc, Philippines
- London Commodity Brokers - England
- Offshore Bulk Terminal Pte Ltd, Singapore
- Marubeni Corporation - India
- Standard Chartered Bank - UAE
- Sarangani Energy Corporation, Philippines
- Malabar Cements Ltd - India
- Chamber of Mines of South Africa
- Power Finance Corporation Ltd., India
- SN Aboitiz Power Inc, Philippines
- Mercator Lines Limited - India
- Oldendorff Carriers - Singapore
- Port Waratah Coal Services - Australia
- CNBM International Corporation - China
- Global Coal Blending Company Limited - Australia
- Orica Australia Pty. Ltd.
- Energy Link Ltd, New Zealand
- Bhoruka Overseas - Indonesia
- Wilmar Investment Holdings
- Meralco Power Generation, Philippines
- Cement Manufacturers Association - India
- LBH Netherlands Bv - Netherlands
- Maharashtra Electricity Regulatory Commission - India
- Rio Tinto Coal - Australia
- Petron Corporation, Philippines
- Kumho Petrochemical, South Korea
- Aditya Birla Group - India
- Star Paper Mills Limited - India
- Eastern Coal Council - USA
- Dalmia Cement Bharat India
- Larsen & Toubro Limited - India
- Sical Logistics Limited - India
- Binh Thuan Hamico - Vietnam
- Sakthi Sugars Limited - India
- AsiaOL BioFuels Corp., Philippines
- Bhatia International Limited - India
- Indogreen Group - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Timah Investasi Mineral - Indoneisa
- Directorate General of MIneral and Coal - Indonesia
- San Jose City I Power Corp, Philippines
- Semirara Mining Corp, Philippines
- Essar Steel Hazira Ltd - India
- Kepco SPC Power Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Coastal Gujarat Power Limited - India
- Africa Commodities Group - South Africa
- Australian Commodity Traders Exchange
- The University of Queensland
- Borneo Indobara - Indonesia
- Siam City Cement PLC, Thailand
- Bayan Resources Tbk. - Indonesia
- Uttam Galva Steels Limited - India
- Gujarat Electricity Regulatory Commission - India
- Indika Energy - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Orica Mining Services - Indonesia
- Salva Resources Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Mintek Dendrill Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- Directorate Of Revenue Intelligence - India
- Planning Commission, India
- Asmin Koalindo Tuhup - Indonesia
- Latin American Coal - Colombia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- IEA Clean Coal Centre - UK
- Banpu Public Company Limited - Thailand
- Wood Mackenzie - Singapore
- Tamil Nadu electricity Board
- Ind-Barath Power Infra Limited - India
- Meenaskhi Energy Private Limited - India
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