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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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Thursday, 30 April 15
IRON ORE EXPORTS: A DANGEROUS RACE? - CLARKSONS
The surge in iron ore exports in recent years has resulted in a significant decrease in iron ore spot prices, which dipped to a ten year low of bel ...
Thursday, 30 April 15
IRON ORE PLAYS EXPECTED TO SHAPE UP MAY DRY BULK SCHEDULE - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
Market plays in the iron ore commodities’ markets, are expected to carve out the future demand for the shipping industry as well, said Allied ...
Wednesday, 29 April 15
MARKET INSIGHT - INTERMODAL
The figures of China’s slowing down imports of coking coal for the first quarter of the year are coming to confirm what everybody was expecti ...
Wednesday, 29 April 15
SHIPBUILDERS START OFFERING DISCOUNTS FOR DRY BULK NEWBUILDINGS - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING
It took a while, but now it appears that some shipbuilders are beginning to adjust their price lists to the new grim reality of the dry bulk market ...
Tuesday, 28 April 15
FOB INDONESIA COAL SWAP DECLINED M-O-M; INCREASED W-O-W
COALspot.com: Indonesian coal swap for delivery Q2 2015 gained week over week but declined month on month.
The Q2 swap was declined US$ 0.15 ( ...
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- Independent Power Producers Association of India
- Bhushan Steel Limited - India
- Dalmia Cement Bharat India
- Coalindo Energy - Indonesia
- Samtan Co., Ltd - South Korea
- Tata Chemicals Ltd - India
- Borneo Indobara - Indonesia
- Sojitz Corporation - Japan
- Eastern Coal Council - USA
- Attock Cement Pakistan Limited
- Krishnapatnam Port Company Ltd. - India
- Orica Mining Services - Indonesia
- Metalloyd Limited - United Kingdom
- Mintek Dendrill Indonesia
- Madhucon Powers Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- GAC Shipping (India) Pvt Ltd
- Meenaskhi Energy Private Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Antam Resourcindo - Indonesia
- European Bulk Services B.V. - Netherlands
- ICICI Bank Limited - India
- Merrill Lynch Commodities Europe
- Alfred C Toepfer International GmbH - Germany
- Mercuria Energy - Indonesia
- Eastern Energy - Thailand
- GVK Power & Infra Limited - India
- Electricity Generating Authority of Thailand
- International Coal Ventures Pvt Ltd - India
- The Treasury - Australian Government
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Global Green Power PLC Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- Riau Bara Harum - Indonesia
- Ambuja Cements Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Orica Australia Pty. Ltd.
- Miang Besar Coal Terminal - Indonesia
- Aboitiz Power Corporation - Philippines
- Oldendorff Carriers - Singapore
- South Luzon Thermal Energy Corporation
- Iligan Light & Power Inc, Philippines
- Binh Thuan Hamico - Vietnam
- Ministry of Transport, Egypt
- Indonesian Coal Mining Association
- Thiess Contractors Indonesia
- IEA Clean Coal Centre - UK
- Karbindo Abesyapradhi - Indoneisa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Energy Development Corp, Philippines
- Barasentosa Lestari - Indonesia
- Ind-Barath Power Infra Limited - India
- India Bulls Power Limited - India
- PNOC Exploration Corporation - Philippines
- Kepco SPC Power Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- Aditya Birla Group - India
- LBH Netherlands Bv - Netherlands
- Australian Coal Association
- Xindia Steels Limited - India
- Salva Resources Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Straits Asia Resources Limited - Singapore
- Bharathi Cement Corporation - India
- Leighton Contractors Pty Ltd - Australia
- Gujarat Electricity Regulatory Commission - India
- Medco Energi Mining Internasional
- Vizag Seaport Private Limited - India
- Timah Investasi Mineral - Indoneisa
- Sinarmas Energy and Mining - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Australian Commodity Traders Exchange
- Bangladesh Power Developement Board
- Anglo American - United Kingdom
- OPG Power Generation Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Interocean Group of Companies - India
- Kumho Petrochemical, South Korea
- Formosa Plastics Group - Taiwan
- Gujarat Sidhee Cement - India
- Meralco Power Generation, Philippines
- Edison Trading Spa - Italy
- Makarim & Taira - Indonesia
- Goldman Sachs - Singapore
- Star Paper Mills Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Wood Mackenzie - Singapore
- Siam City Cement PLC, Thailand
- Coal and Oil Company - UAE
- Global Business Power Corporation, Philippines
- Ministry of Finance - Indonesia
- Electricity Authority, New Zealand
- Bukit Asam (Persero) Tbk - Indonesia
- Karaikal Port Pvt Ltd - India
- Marubeni Corporation - India
- New Zealand Coal & Carbon
- Africa Commodities Group - South Africa
- Baramulti Group, Indonesia
- Bhatia International Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- McConnell Dowell - Australia
- Singapore Mercantile Exchange
- PetroVietnam Power Coal Import and Supply Company
- Bhoruka Overseas - Indonesia
- GMR Energy Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Wilmar Investment Holdings
- Agrawal Coal Company - India
- GN Power Mariveles Coal Plant, Philippines
- Jaiprakash Power Ventures ltd
- Rashtriya Ispat Nigam Limited - India
- Romanian Commodities Exchange
- Manunggal Multi Energi - Indonesia
- ASAPP Information Group - India
- Coastal Gujarat Power Limited - India
- Semirara Mining Corp, Philippines
- Minerals Council of Australia
- Bayan Resources Tbk. - Indonesia
- Cement Manufacturers Association - India
- Tamil Nadu electricity Board
- Globalindo Alam Lestari - Indonesia
- Malabar Cements Ltd - India
- The State Trading Corporation of India Ltd
- Parry Sugars Refinery, India
- Central Java Power - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Chamber of Mines of South Africa
- Mjunction Services Limited - India
- Sindya Power Generating Company Private Ltd
- Simpson Spence & Young - Indonesia
- CIMB Investment Bank - Malaysia
- SN Aboitiz Power Inc, Philippines
- Petron Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- CNBM International Corporation - China
- Directorate Of Revenue Intelligence - India
- Renaissance Capital - South Africa
- Kaltim Prima Coal - Indonesia
- Energy Link Ltd, New Zealand
- PowerSource Philippines DevCo
- Asmin Koalindo Tuhup - Indonesia
- MS Steel International - UAE
- VISA Power Limited - India
- Georgia Ports Authority, United States
- Kohat Cement Company Ltd. - Pakistan
- PTC India Limited - India
- Grasim Industreis Ltd - India
- Larsen & Toubro Limited - India
- London Commodity Brokers - England
- Pendopo Energi Batubara - Indonesia
- Intertek Mineral Services - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Siam City Cement - Thailand
- San Jose City I Power Corp, Philippines
- Lanco Infratech Ltd - India
- Kideco Jaya Agung - Indonesia
- Planning Commission, India
- Trasteel International SA, Italy
- Cigading International Bulk Terminal - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Economic Council, Georgia
- Power Finance Corporation Ltd., India
- Latin American Coal - Colombia
- Jindal Steel & Power Ltd - India
- Toyota Tsusho Corporation, Japan
- Deloitte Consulting - India
- Savvy Resources Ltd - HongKong
- Sical Logistics Limited - India
- Kartika Selabumi Mining - Indonesia
- Bukit Makmur.PT - Indonesia
- Commonwealth Bank - Australia
- Global Coal Blending Company Limited - Australia
- Port Waratah Coal Services - Australia
- White Energy Company Limited
- Indian Oil Corporation Limited
- Vedanta Resources Plc - India
- Carbofer General Trading SA - India
- SMG Consultants - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Essar Steel Hazira Ltd - India
- Ministry of Mines - Canada
- Pipit Mutiara Jaya. PT, Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Indogreen Group - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Mercator Lines Limited - India
- The University of Queensland
- Heidelberg Cement - Germany
- Rio Tinto Coal - Australia
- Sakthi Sugars Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Parliament of New Zealand
- SMC Global Power, Philippines
- Posco Energy - South Korea
- Banpu Public Company Limited - Thailand
- Therma Luzon, Inc, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Petrochimia International Co. Ltd.- Taiwan
- TeaM Sual Corporation - Philippines
- AsiaOL BioFuels Corp., Philippines
- Bulk Trading Sa - Switzerland
- Standard Chartered Bank - UAE
- Indo Tambangraya Megah - Indonesia
- Uttam Galva Steels Limited - India
- Central Electricity Authority - India
- Vijayanagar Sugar Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Altura Mining Limited, Indonesia
- Thai Mozambique Logistica
- Indian Energy Exchange, India
- IHS Mccloskey Coal Group - USA
- Directorate General of MIneral and Coal - Indonesia
- Kobexindo Tractors - Indoneisa
- Price Waterhouse Coopers - Russia
- Videocon Industries ltd - India
- Indika Energy - Indonesia
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