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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, 14 April 15
SUB-BIT FOB INDONESIA COAL SWAPS FOR Q4 DELIVERY CRASHES THROUGH $44
COALspot.com: Indonesian coal swap for delivery Q2 2015 declined month on month and week over week.
The Q2 swap was declined US$ 2.25 (4.77%) ...
Monday, 13 April 15
Q2 FOB NEWCASTLE COAL SWAP CLOSED AT $45.28 PMT; DECLINED 7.50% M-M
COALspot.com: API 5 FOB Newcastle Coal swap for Q2’ 2015 delivery declined US$ 3.67 per MT (-7.50%) month over month and US$ 0.39 week on wee ...
Monday, 13 April 15
Q4 CFR SOUTH CHINA COAL SWAP CLOSED AT US$ 50.97
COALspot.com: API 8 CFR South China Coal swap for Q2’ 2015 delivery declined US$ 4.50 (-8.05%) per MT month over month and US$ 0.12 (-0 ...
Sunday, 12 April 15
INDONESIA TO INDIA FREIGHT RATE IS EXPECTED TO BE SOFT
COALspot.com: The freight market was steady, however the BDI was declined slightly week over week.
BDI dropped 1.36 pct and closed at 580 poin ...
Friday, 10 April 15
US COAL PRODUCTION FELL 4.7% W-O-W : EIA
COALspot.com – United States the second largest coal producer in the world has produced approximately totaled an estimated 17.4 million short ...
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- Commonwealth Bank - Australia
- Jorong Barutama Greston.PT - Indonesia
- PNOC Exploration Corporation - Philippines
- Sojitz Corporation - Japan
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kepco SPC Power Corporation, Philippines
- Kumho Petrochemical, South Korea
- Billiton Holdings Pty Ltd - Australia
- Marubeni Corporation - India
- Bharathi Cement Corporation - India
- South Luzon Thermal Energy Corporation
- Electricity Authority, New Zealand
- Ambuja Cements Ltd - India
- Energy Link Ltd, New Zealand
- Sinarmas Energy and Mining - Indonesia
- Coalindo Energy - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Rashtriya Ispat Nigam Limited - India
- GVK Power & Infra Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Port Waratah Coal Services - Australia
- IEA Clean Coal Centre - UK
- Chettinad Cement Corporation Ltd - India
- Singapore Mercantile Exchange
- Goldman Sachs - Singapore
- Eastern Energy - Thailand
- Minerals Council of Australia
- Meenaskhi Energy Private Limited - India
- AsiaOL BioFuels Corp., Philippines
- MS Steel International - UAE
- VISA Power Limited - India
- Mercator Lines Limited - India
- Mjunction Services Limited - India
- Madhucon Powers Ltd - India
- TeaM Sual Corporation - Philippines
- Siam City Cement - Thailand
- Gujarat Electricity Regulatory Commission - India
- Larsen & Toubro Limited - India
- Cigading International Bulk Terminal - Indonesia
- Posco Energy - South Korea
- The Treasury - Australian Government
- Borneo Indobara - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Indian Energy Exchange, India
- Merrill Lynch Commodities Europe
- Altura Mining Limited, Indonesia
- Metalloyd Limited - United Kingdom
- Bayan Resources Tbk. - Indonesia
- PowerSource Philippines DevCo
- GMR Energy Limited - India
- Deloitte Consulting - India
- New Zealand Coal & Carbon
- Independent Power Producers Association of India
- Bhoruka Overseas - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Dalmia Cement Bharat India
- SMG Consultants - Indonesia
- Planning Commission, India
- Ind-Barath Power Infra Limited - India
- The University of Queensland
- Barasentosa Lestari - Indonesia
- Cement Manufacturers Association - India
- Neyveli Lignite Corporation Ltd, - India
- Orica Australia Pty. Ltd.
- Thiess Contractors Indonesia
- Aboitiz Power Corporation - Philippines
- London Commodity Brokers - England
- Latin American Coal - Colombia
- Ministry of Finance - Indonesia
- Vedanta Resources Plc - India
- Grasim Industreis Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Australian Coal Association
- Indian Oil Corporation Limited
- Global Green Power PLC Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- Petron Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Essar Steel Hazira Ltd - India
- Maheswari Brothers Coal Limited - India
- Global Business Power Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- Ceylon Electricity Board - Sri Lanka
- Krishnapatnam Port Company Ltd. - India
- Intertek Mineral Services - Indonesia
- Tamil Nadu electricity Board
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- CNBM International Corporation - China
- Price Waterhouse Coopers - Russia
- Binh Thuan Hamico - Vietnam
- Anglo American - United Kingdom
- European Bulk Services B.V. - Netherlands
- Simpson Spence & Young - Indonesia
- Sree Jayajothi Cements Limited - India
- Directorate Of Revenue Intelligence - India
- Meralco Power Generation, Philippines
- Semirara Mining Corp, Philippines
- Standard Chartered Bank - UAE
- Attock Cement Pakistan Limited
- Bhushan Steel Limited - India
- Heidelberg Cement - Germany
- Mintek Dendrill Indonesia
- CIMB Investment Bank - Malaysia
- IHS Mccloskey Coal Group - USA
- Leighton Contractors Pty Ltd - Australia
- Sindya Power Generating Company Private Ltd
- Parliament of New Zealand
- Georgia Ports Authority, United States
- Iligan Light & Power Inc, Philippines
- Alfred C Toepfer International GmbH - Germany
- Pendopo Energi Batubara - Indonesia
- Uttam Galva Steels Limited - India
- Xindia Steels Limited - India
- Electricity Generating Authority of Thailand
- Formosa Plastics Group - Taiwan
- Indonesian Coal Mining Association
- Carbofer General Trading SA - India
- Pipit Mutiara Jaya. PT, Indonesia
- International Coal Ventures Pvt Ltd - India
- The State Trading Corporation of India Ltd
- Makarim & Taira - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Sakthi Sugars Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Antam Resourcindo - Indonesia
- Sical Logistics Limited - India
- McConnell Dowell - Australia
- Chamber of Mines of South Africa
- Ministry of Transport, Egypt
- PTC India Limited - India
- Vizag Seaport Private Limited - India
- Wilmar Investment Holdings
- Karaikal Port Pvt Ltd - India
- Central Java Power - Indonesia
- Jaiprakash Power Ventures ltd
- Therma Luzon, Inc, Philippines
- Eastern Coal Council - USA
- Economic Council, Georgia
- Coal and Oil Company - UAE
- Ministry of Mines - Canada
- Medco Energi Mining Internasional
- Agrawal Coal Company - India
- Straits Asia Resources Limited - Singapore
- Bulk Trading Sa - Switzerland
- Maharashtra Electricity Regulatory Commission - India
- Rio Tinto Coal - Australia
- Coastal Gujarat Power Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Miang Besar Coal Terminal - Indonesia
- Edison Trading Spa - Italy
- Malabar Cements Ltd - India
- Salva Resources Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Africa Commodities Group - South Africa
- Parry Sugars Refinery, India
- ASAPP Information Group - India
- Banpu Public Company Limited - Thailand
- Mercuria Energy - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Timah Investasi Mineral - Indoneisa
- Oldendorff Carriers - Singapore
- SMC Global Power, Philippines
- Riau Bara Harum - Indonesia
- Thai Mozambique Logistica
- Globalindo Alam Lestari - Indonesia
- Kartika Selabumi Mining - Indonesia
- Samtan Co., Ltd - South Korea
- Energy Development Corp, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- Wood Mackenzie - Singapore
- Kobexindo Tractors - Indoneisa
- Trasteel International SA, Italy
- San Jose City I Power Corp, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Interocean Group of Companies - India
- SN Aboitiz Power Inc, Philippines
- White Energy Company Limited
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bangladesh Power Developement Board
- Indogreen Group - Indonesia
- Kideco Jaya Agung - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Jindal Steel & Power Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kapuas Tunggal Persada - Indonesia
- Bhatia International Limited - India
- Manunggal Multi Energi - Indonesia
- Gujarat Sidhee Cement - India
- OPG Power Generation Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Kalimantan Lumbung Energi - Indonesia
- Romanian Commodities Exchange
- Tata Chemicals Ltd - India
- Bukit Baiduri Energy - Indonesia
- Global Coal Blending Company Limited - Australia
- Lanco Infratech Ltd - India
- Kaltim Prima Coal - Indonesia
- India Bulls Power Limited - India
- ICICI Bank Limited - India
- Central Electricity Authority - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Baramulti Group, Indonesia
- Aditya Birla Group - India
- Savvy Resources Ltd - HongKong
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bukit Asam (Persero) Tbk - Indonesia
- Indika Energy - Indonesia
- Sarangani Energy Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Star Paper Mills Limited - India
- Siam City Cement PLC, Thailand
- Renaissance Capital - South Africa
- Videocon Industries ltd - India
- Orica Mining Services - Indonesia
- Australian Commodity Traders Exchange
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