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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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Tuesday, 05 May 15
OVERSUPPLY PUTTING INDONESIAN COAL PRICES UNDER PRESSURE
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$ 1 ...
Tuesday, 05 May 15
FOB RICHARDS BAY COAL SWAPS MOVE NORTH THIS PAST WEEK
COALspot.com: API4 FOB Richards Bay Coal swap for delivery Q3' 2015 increased month over month and week over week.
The Q3 swap has increas ...
Monday, 04 May 15
FOB NEWCASTLE COAL SWAP Q1'16 PRICES SLIGHTLY LOWER COMPARED TO Q3'15 PRICE
COALspot.com: API 5 FOB Newcastle Coal swap for Q3’ 2015 delivery gained US$ 1.38 per MT (3.12%) month over month and US$ 0.93 week on week. ...
Monday, 04 May 15
Q1' 2016 CFR SOUTH CHINA THERMAL COAL SWAP CLOSED HIGH THAN 2015 DERIVATIVES
COALspot.com: API 8 CFR South China Coal swap for Q3’ 2015 delivery declined US$ 0.15 (-0.29%) per MT month over month and increased US$ 0.07 ...
Sunday, 03 May 15
DRY BULK INDICES WEAKEN SLIGHTLY THIS WEEK
COALspot.com: The freight market was flat to weak for the week starting from 27 April. The BDI was fell around 2.17% closed at 580 points.
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- Pipit Mutiara Jaya. PT, Indonesia
- Ceylon Electricity Board - Sri Lanka
- Karaikal Port Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Port Waratah Coal Services - Australia
- Semirara Mining and Power Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Kaltim Prima Coal - Indonesia
- Posco Energy - South Korea
- Aditya Birla Group - India
- Deloitte Consulting - India
- Kobexindo Tractors - Indoneisa
- Miang Besar Coal Terminal - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Bukit Asam (Persero) Tbk - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- The Treasury - Australian Government
- Ministry of Transport, Egypt
- Holcim Trading Pte Ltd - Singapore
- The University of Queensland
- Electricity Generating Authority of Thailand
- Kepco SPC Power Corporation, Philippines
- Chamber of Mines of South Africa
- Siam City Cement PLC, Thailand
- Chettinad Cement Corporation Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Leighton Contractors Pty Ltd - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Central Java Power - Indonesia
- Ministry of Finance - Indonesia
- Singapore Mercantile Exchange
- McConnell Dowell - Australia
- TeaM Sual Corporation - Philippines
- Trasteel International SA, Italy
- Eastern Energy - Thailand
- SN Aboitiz Power Inc, Philippines
- Edison Trading Spa - Italy
- Mjunction Services Limited - India
- Jaiprakash Power Ventures ltd
- Attock Cement Pakistan Limited
- Sarangani Energy Corporation, Philippines
- Xindia Steels Limited - India
- Rashtriya Ispat Nigam Limited - India
- South Luzon Thermal Energy Corporation
- Global Coal Blending Company Limited - Australia
- Bulk Trading Sa - Switzerland
- ICICI Bank Limited - India
- Oldendorff Carriers - Singapore
- Mercator Lines Limited - India
- Global Green Power PLC Corporation, Philippines
- Grasim Industreis Ltd - India
- Vedanta Resources Plc - India
- Timah Investasi Mineral - Indoneisa
- Commonwealth Bank - Australia
- PetroVietnam Power Coal Import and Supply Company
- Thiess Contractors Indonesia
- Carbofer General Trading SA - India
- MS Steel International - UAE
- Kideco Jaya Agung - Indonesia
- SMC Global Power, Philippines
- CNBM International Corporation - China
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kohat Cement Company Ltd. - Pakistan
- Borneo Indobara - Indonesia
- Merrill Lynch Commodities Europe
- Vizag Seaport Private Limited - India
- Samtan Co., Ltd - South Korea
- Sindya Power Generating Company Private Ltd
- Bukit Baiduri Energy - Indonesia
- Antam Resourcindo - Indonesia
- Globalindo Alam Lestari - Indonesia
- Renaissance Capital - South Africa
- Central Electricity Authority - India
- Electricity Authority, New Zealand
- Indian Oil Corporation Limited
- Australian Coal Association
- Petrochimia International Co. Ltd.- Taiwan
- CIMB Investment Bank - Malaysia
- Jorong Barutama Greston.PT - Indonesia
- India Bulls Power Limited - India
- Makarim & Taira - Indonesia
- The State Trading Corporation of India Ltd
- Australian Commodity Traders Exchange
- Energy Link Ltd, New Zealand
- Bharathi Cement Corporation - India
- Mintek Dendrill Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Cement Manufacturers Association - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kumho Petrochemical, South Korea
- Ambuja Cements Ltd - India
- Agrawal Coal Company - India
- IHS Mccloskey Coal Group - USA
- Sinarmas Energy and Mining - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Sree Jayajothi Cements Limited - India
- Maheswari Brothers Coal Limited - India
- Parry Sugars Refinery, India
- Maharashtra Electricity Regulatory Commission - India
- Sakthi Sugars Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Jindal Steel & Power Ltd - India
- Petron Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Minerals Council of Australia
- PowerSource Philippines DevCo
- Global Business Power Corporation, Philippines
- Rio Tinto Coal - Australia
- Latin American Coal - Colombia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Africa Commodities Group - South Africa
- Marubeni Corporation - India
- Romanian Commodities Exchange
- Thai Mozambique Logistica
- Meralco Power Generation, Philippines
- Toyota Tsusho Corporation, Japan
- Malabar Cements Ltd - India
- Wood Mackenzie - Singapore
- Indian Energy Exchange, India
- Parliament of New Zealand
- Therma Luzon, Inc, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bayan Resources Tbk. - Indonesia
- Bangladesh Power Developement Board
- Directorate Of Revenue Intelligence - India
- Coalindo Energy - Indonesia
- Bukit Makmur.PT - Indonesia
- Eastern Coal Council - USA
- Orica Mining Services - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Goldman Sachs - Singapore
- Baramulti Group, Indonesia
- Krishnapatnam Port Company Ltd. - India
- Planning Commission, India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bhushan Steel Limited - India
- Gujarat Sidhee Cement - India
- Simpson Spence & Young - Indonesia
- Coal and Oil Company - UAE
- GN Power Mariveles Coal Plant, Philippines
- ASAPP Information Group - India
- Essar Steel Hazira Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Semirara Mining Corp, Philippines
- Indonesian Coal Mining Association
- GVK Power & Infra Limited - India
- Dalmia Cement Bharat India
- LBH Netherlands Bv - Netherlands
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Siam City Cement - Thailand
- Metalloyd Limited - United Kingdom
- Banpu Public Company Limited - Thailand
- Riau Bara Harum - Indonesia
- Altura Mining Limited, Indonesia
- OPG Power Generation Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Larsen & Toubro Limited - India
- Kartika Selabumi Mining - Indonesia
- Sical Logistics Limited - India
- Tata Chemicals Ltd - India
- PTC India Limited - India
- Videocon Industries ltd - India
- New Zealand Coal & Carbon
- Orica Australia Pty. Ltd.
- Straits Asia Resources Limited - Singapore
- Aboitiz Power Corporation - Philippines
- Binh Thuan Hamico - Vietnam
- Price Waterhouse Coopers - Russia
- Independent Power Producers Association of India
- Interocean Group of Companies - India
- Medco Energi Mining Internasional
- London Commodity Brokers - England
- Mercuria Energy - Indonesia
- Tamil Nadu electricity Board
- Energy Development Corp, Philippines
- Bhatia International Limited - India
- Madhucon Powers Ltd - India
- PNOC Exploration Corporation - Philippines
- European Bulk Services B.V. - Netherlands
- Uttam Galva Steels Limited - India
- Wilmar Investment Holdings
- International Coal Ventures Pvt Ltd - India
- Economic Council, Georgia
- Pendopo Energi Batubara - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Heidelberg Cement - Germany
- VISA Power Limited - India
- Savvy Resources Ltd - HongKong
- Ind-Barath Power Infra Limited - India
- Coastal Gujarat Power Limited - India
- Alfred C Toepfer International GmbH - Germany
- Barasentosa Lestari - Indonesia
- Anglo American - United Kingdom
- Iligan Light & Power Inc, Philippines
- San Jose City I Power Corp, Philippines
- Formosa Plastics Group - Taiwan
- Georgia Ports Authority, United States
- Star Paper Mills Limited - India
- Indika Energy - Indonesia
- Lanco Infratech Ltd - India
- Meenaskhi Energy Private Limited - India
- Ministry of Mines - Canada
- GAC Shipping (India) Pvt Ltd
- Power Finance Corporation Ltd., India
- GMR Energy Limited - India
- Intertek Mineral Services - Indonesia
- SMG Consultants - Indonesia
- Standard Chartered Bank - UAE
- Indogreen Group - Indonesia
- Sojitz Corporation - Japan
- AsiaOL BioFuels Corp., Philippines
- White Energy Company Limited
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