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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, 21 April 15
SUB-BIT FOB INDONESIA COAL SWAP: GAINED W-O-W; DECLINED M-O-M
COALspot.com: Indonesian coal swap for delivery Q2 2015 gained week over week and declined month on month.
The Q2 swap was declined US$ 1.75 ( ...
Tuesday, 21 April 15
FOB RICHARDS BAY COAL SWAP MOVE UP SLIGHTLY
COALspot.com: API4 FOB Richards Bay Coal swap for delivery Q2' 2015 increased slightly month over month.
The Q2 swap has increased US$ 0.2 ...
Monday, 20 April 15
BUKIT ASAM TAKES OVER STAKE IN JV FROM RAJAWALI - JP
State-owned coal miner PT Bukit Asam (PTBA) announced Friday that it had taken over almost the entire stake in a joint venture (JV) that it created ...
Monday, 20 April 15
FOB NEWCASTLE COAL SWAP GAINED WEEK ON WEEK
COALspot.com: API 5 FOB Newcastle Coal swap for Q2’ 2015 delivery declined US$ 3.54 per MT (-7.21%) month over month and gained US$ 0.30 week ...
Monday, 20 April 15
Q4' 2015 API 8 CFR SOUTH CHINA COAL SWAP CLOSED US$ 50.28 PMT
COALspot.com: API 8 CFR South China Coal swap for Q2’ 2015 delivery declined US$ 4.03 (-7.28%) per MT month over month and US$ 0.05 (-0 ...
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- Bhushan Steel Limited - India
- Binh Thuan Hamico - Vietnam
- Heidelberg Cement - Germany
- Gujarat Mineral Development Corp Ltd - India
- Xindia Steels Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Straits Asia Resources Limited - Singapore
- Jaiprakash Power Ventures ltd
- Orica Mining Services - Indonesia
- VISA Power Limited - India
- Planning Commission, India
- Indogreen Group - Indonesia
- Eastern Energy - Thailand
- Wilmar Investment Holdings
- SN Aboitiz Power Inc, Philippines
- Price Waterhouse Coopers - Russia
- Bank of Tokyo Mitsubishi UFJ Ltd
- SMC Global Power, Philippines
- Parliament of New Zealand
- AsiaOL BioFuels Corp., Philippines
- Krishnapatnam Port Company Ltd. - India
- Ceylon Electricity Board - Sri Lanka
- Dalmia Cement Bharat India
- Baramulti Group, Indonesia
- Toyota Tsusho Corporation, Japan
- Aboitiz Power Corporation - Philippines
- Sree Jayajothi Cements Limited - India
- Banpu Public Company Limited - Thailand
- Mjunction Services Limited - India
- Indo Tambangraya Megah - Indonesia
- Ministry of Mines - Canada
- India Bulls Power Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sinarmas Energy and Mining - Indonesia
- Karaikal Port Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Petron Corporation, Philippines
- Cement Manufacturers Association - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Minerals Council of Australia
- IHS Mccloskey Coal Group - USA
- Sakthi Sugars Limited - India
- Deloitte Consulting - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ambuja Cements Ltd - India
- Carbofer General Trading SA - India
- Bahari Cakrawala Sebuku - Indonesia
- Eastern Coal Council - USA
- Madhucon Powers Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- International Coal Ventures Pvt Ltd - India
- PTC India Limited - India
- Makarim & Taira - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- The University of Queensland
- Maheswari Brothers Coal Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indian Oil Corporation Limited
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Power Finance Corporation Ltd., India
- Borneo Indobara - Indonesia
- Tata Chemicals Ltd - India
- Aditya Birla Group - India
- Bukit Baiduri Energy - Indonesia
- Intertek Mineral Services - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Ministry of Transport, Egypt
- Siam City Cement PLC, Thailand
- Coalindo Energy - Indonesia
- Simpson Spence & Young - Indonesia
- LBH Netherlands Bv - Netherlands
- Bayan Resources Tbk. - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Parry Sugars Refinery, India
- Chamber of Mines of South Africa
- Indian Energy Exchange, India
- Australian Commodity Traders Exchange
- Indonesian Coal Mining Association
- CNBM International Corporation - China
- Billiton Holdings Pty Ltd - Australia
- Meenaskhi Energy Private Limited - India
- Salva Resources Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Bangladesh Power Developement Board
- PowerSource Philippines DevCo
- Cigading International Bulk Terminal - Indonesia
- Indika Energy - Indonesia
- European Bulk Services B.V. - Netherlands
- Georgia Ports Authority, United States
- ICICI Bank Limited - India
- GVK Power & Infra Limited - India
- Jorong Barutama Greston.PT - Indonesia
- IEA Clean Coal Centre - UK
- MS Steel International - UAE
- Neyveli Lignite Corporation Ltd, - India
- Bharathi Cement Corporation - India
- Renaissance Capital - South Africa
- Trasteel International SA, Italy
- Economic Council, Georgia
- Savvy Resources Ltd - HongKong
- CIMB Investment Bank - Malaysia
- Sarangani Energy Corporation, Philippines
- Central Java Power - Indonesia
- OPG Power Generation Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Thai Mozambique Logistica
- Videocon Industries ltd - India
- Australian Coal Association
- Coal and Oil Company - UAE
- Energy Development Corp, Philippines
- Sojitz Corporation - Japan
- Wood Mackenzie - Singapore
- Malabar Cements Ltd - India
- Kartika Selabumi Mining - Indonesia
- Samtan Co., Ltd - South Korea
- Kumho Petrochemical, South Korea
- Rio Tinto Coal - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Ind-Barath Power Infra Limited - India
- Siam City Cement - Thailand
- Altura Mining Limited, Indonesia
- Jindal Steel & Power Ltd - India
- Oldendorff Carriers - Singapore
- TeaM Sual Corporation - Philippines
- Anglo American - United Kingdom
- San Jose City I Power Corp, Philippines
- McConnell Dowell - Australia
- Globalindo Alam Lestari - Indonesia
- Marubeni Corporation - India
- Sical Logistics Limited - India
- Latin American Coal - Colombia
- Kepco SPC Power Corporation, Philippines
- Meralco Power Generation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Semirara Mining Corp, Philippines
- South Luzon Thermal Energy Corporation
- Edison Trading Spa - Italy
- Bhatia International Limited - India
- Medco Energi Mining Internasional
- Kaltim Prima Coal - Indonesia
- White Energy Company Limited
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Central Electricity Authority - India
- Holcim Trading Pte Ltd - Singapore
- Kobexindo Tractors - Indoneisa
- Global Green Power PLC Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- GAC Shipping (India) Pvt Ltd
- ASAPP Information Group - India
- Kohat Cement Company Ltd. - Pakistan
- Grasim Industreis Ltd - India
- The State Trading Corporation of India Ltd
- Global Business Power Corporation, Philippines
- Independent Power Producers Association of India
- Vizag Seaport Private Limited - India
- Singapore Mercantile Exchange
- GMR Energy Limited - India
- Port Waratah Coal Services - Australia
- Antam Resourcindo - Indonesia
- Mintek Dendrill Indonesia
- Mercator Lines Limited - India
- Gujarat Electricity Regulatory Commission - India
- Africa Commodities Group - South Africa
- Lanco Infratech Ltd - India
- Manunggal Multi Energi - Indonesia
- Directorate Of Revenue Intelligence - India
- Electricity Authority, New Zealand
- Orica Australia Pty. Ltd.
- Kideco Jaya Agung - Indonesia
- Thiess Contractors Indonesia
- Timah Investasi Mineral - Indoneisa
- Bhoruka Overseas - Indonesia
- Commonwealth Bank - Australia
- Metalloyd Limited - United Kingdom
- Goldman Sachs - Singapore
- Therma Luzon, Inc, Philippines
- Bulk Trading Sa - Switzerland
- Mercuria Energy - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Interocean Group of Companies - India
- Iligan Light & Power Inc, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Tamil Nadu electricity Board
- Vedanta Resources Plc - India
- Attock Cement Pakistan Limited
- Pendopo Energi Batubara - Indonesia
- Essar Steel Hazira Ltd - India
- London Commodity Brokers - England
- PNOC Exploration Corporation - Philippines
- Kalimantan Lumbung Energi - Indonesia
- Merrill Lynch Commodities Europe
- Sindya Power Generating Company Private Ltd
- Coastal Gujarat Power Limited - India
- Romanian Commodities Exchange
- Chettinad Cement Corporation Ltd - India
- Agrawal Coal Company - India
- Electricity Generating Authority of Thailand
- Uttam Galva Steels Limited - India
- Miang Besar Coal Terminal - Indonesia
- Standard Chartered Bank - UAE
- SMG Consultants - Indonesia
- Larsen & Toubro Limited - India
- New Zealand Coal & Carbon
- Formosa Plastics Group - Taiwan
- Semirara Mining and Power Corporation, Philippines
- The Treasury - Australian Government
- Ministry of Finance - Indonesia
- Star Paper Mills Limited - India
- Barasentosa Lestari - Indonesia
- Posco Energy - South Korea
- Global Coal Blending Company Limited - Australia
- Asmin Koalindo Tuhup - Indonesia
- Gujarat Sidhee Cement - India
- Leighton Contractors Pty Ltd - Australia
- Directorate General of MIneral and Coal - Indonesia
- Energy Link Ltd, New Zealand
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