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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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Friday, 10 April 15
DRY BULK MARKET'S DOWNFALL ALSO OFFER INVESTMENT BARGAINS - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
Dry bulk market rates have fallen to historical lows over the past few weeks, with no clear path of recovery, at least in the near term. As such, m ...
Thursday, 09 April 15
CAPESIZE: RATES ARE STILL DISAPPOINTING - FEARNLEYS
Handy
The handy market had a stronger sentiment before the Easter holidays, but have as the bigger panamaxes seen a softening tendency this week. ...
Wednesday, 08 April 15
DRY BULK MARKET SEEMS UNABLE TO CATCH A BREAK - INTERMODAL
COALspot.com: The Dry Bulk market seems unable to catch a break these days.
According to Intermodal, following the market stabilization that p ...
Wednesday, 08 April 15
CHINA BURNS HALF OF THE WORLD'S COAL - CHRISTOPHER T. WHITTY
Intermodal Weekly Market Update
China is the world's largest consumer of coal, using more coal each year than the United States, the Europ ...
Tuesday, 07 April 15
SUB-BIT FOB INDONESIA COAL SWAP KEEPS DROPPING; DROPPED 2% W-W
COALspot.com: Indonesian coal swap for delivery Q2 2015 declined month on month and week over week.
The Q2 swap was declined US$ 2.44 (5.14%) ...
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- Wilmar Investment Holdings
- Economic Council, Georgia
- Australian Coal Association
- Iligan Light & Power Inc, Philippines
- Sindya Power Generating Company Private Ltd
- Ministry of Transport, Egypt
- IEA Clean Coal Centre - UK
- Mercator Lines Limited - India
- TeaM Sual Corporation - Philippines
- Indogreen Group - Indonesia
- Chettinad Cement Corporation Ltd - India
- Chamber of Mines of South Africa
- Attock Cement Pakistan Limited
- New Zealand Coal & Carbon
- Port Waratah Coal Services - Australia
- Bukit Makmur.PT - Indonesia
- Coalindo Energy - Indonesia
- Salva Resources Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- GAC Shipping (India) Pvt Ltd
- Barasentosa Lestari - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Eastern Coal Council - USA
- Minerals Council of Australia
- Neyveli Lignite Corporation Ltd, - India
- Bukit Baiduri Energy - Indonesia
- International Coal Ventures Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Gujarat Sidhee Cement - India
- Power Finance Corporation Ltd., India
- Standard Chartered Bank - UAE
- Directorate General of MIneral and Coal - Indonesia
- Sarangani Energy Corporation, Philippines
- Coastal Gujarat Power Limited - India
- Bulk Trading Sa - Switzerland
- Global Coal Blending Company Limited - Australia
- Marubeni Corporation - India
- Ceylon Electricity Board - Sri Lanka
- PetroVietnam Power Coal Import and Supply Company
- Makarim & Taira - Indonesia
- Kideco Jaya Agung - Indonesia
- Riau Bara Harum - Indonesia
- Meenaskhi Energy Private Limited - India
- Merrill Lynch Commodities Europe
- Bhatia International Limited - India
- Alfred C Toepfer International GmbH - Germany
- Bharathi Cement Corporation - India
- PNOC Exploration Corporation - Philippines
- Medco Energi Mining Internasional
- Kaltim Prima Coal - Indonesia
- Banpu Public Company Limited - Thailand
- Sinarmas Energy and Mining - Indonesia
- SN Aboitiz Power Inc, Philippines
- Indo Tambangraya Megah - Indonesia
- Latin American Coal - Colombia
- Cigading International Bulk Terminal - Indonesia
- Directorate Of Revenue Intelligence - India
- Central Electricity Authority - India
- Deloitte Consulting - India
- Parry Sugars Refinery, India
- Holcim Trading Pte Ltd - Singapore
- Bhushan Steel Limited - India
- Aboitiz Power Corporation - Philippines
- Jorong Barutama Greston.PT - Indonesia
- Siam City Cement - Thailand
- Aditya Birla Group - India
- Asmin Koalindo Tuhup - Indonesia
- Central Java Power - Indonesia
- London Commodity Brokers - England
- Petron Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- GVK Power & Infra Limited - India
- Singapore Mercantile Exchange
- The State Trading Corporation of India Ltd
- Madhucon Powers Ltd - India
- Mjunction Services Limited - India
- Australian Commodity Traders Exchange
- Sojitz Corporation - Japan
- Metalloyd Limited - United Kingdom
- Sree Jayajothi Cements Limited - India
- Simpson Spence & Young - Indonesia
- Bhoruka Overseas - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Kohat Cement Company Ltd. - Pakistan
- Commonwealth Bank - Australia
- Krishnapatnam Port Company Ltd. - India
- Larsen & Toubro Limited - India
- Binh Thuan Hamico - Vietnam
- McConnell Dowell - Australia
- Electricity Authority, New Zealand
- CNBM International Corporation - China
- Bangladesh Power Developement Board
- VISA Power Limited - India
- Agrawal Coal Company - India
- MS Steel International - UAE
- Mintek Dendrill Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- South Luzon Thermal Energy Corporation
- IHS Mccloskey Coal Group - USA
- Sakthi Sugars Limited - India
- Mercuria Energy - Indonesia
- The Treasury - Australian Government
- Carbofer General Trading SA - India
- Africa Commodities Group - South Africa
- Xindia Steels Limited - India
- Lanco Infratech Ltd - India
- Baramulti Group, Indonesia
- India Bulls Power Limited - India
- Essar Steel Hazira Ltd - India
- Borneo Indobara - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Manunggal Multi Energi - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Timah Investasi Mineral - Indoneisa
- Tata Chemicals Ltd - India
- Independent Power Producers Association of India
- Jaiprakash Power Ventures ltd
- Kepco SPC Power Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Samtan Co., Ltd - South Korea
- Kalimantan Lumbung Energi - Indonesia
- Vizag Seaport Private Limited - India
- Siam City Cement PLC, Thailand
- Indonesian Coal Mining Association
- PTC India Limited - India
- San Jose City I Power Corp, Philippines
- Tamil Nadu electricity Board
- LBH Netherlands Bv - Netherlands
- Malabar Cements Ltd - India
- Kumho Petrochemical, South Korea
- SMC Global Power, Philippines
- Wood Mackenzie - Singapore
- Leighton Contractors Pty Ltd - Australia
- Meralco Power Generation, Philippines
- Indika Energy - Indonesia
- Ministry of Finance - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- The University of Queensland
- Posco Energy - South Korea
- Oldendorff Carriers - Singapore
- Karbindo Abesyapradhi - Indoneisa
- Altura Mining Limited, Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- GMR Energy Limited - India
- Edison Trading Spa - Italy
- Sical Logistics Limited - India
- Miang Besar Coal Terminal - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Energy Link Ltd, New Zealand
- Romanian Commodities Exchange
- Anglo American - United Kingdom
- Star Paper Mills Limited - India
- Semirara Mining Corp, Philippines
- Indian Energy Exchange, India
- Pendopo Energi Batubara - Indonesia
- Electricity Generating Authority of Thailand
- Thai Mozambique Logistica
- Kobexindo Tractors - Indoneisa
- Thiess Contractors Indonesia
- Renaissance Capital - South Africa
- Kartika Selabumi Mining - Indonesia
- ASAPP Information Group - India
- Ambuja Cements Ltd - India
- Grasim Industreis Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Price Waterhouse Coopers - Russia
- White Energy Company Limited
- Globalindo Alam Lestari - Indonesia
- Trasteel International SA, Italy
- ICICI Bank Limited - India
- OPG Power Generation Pvt Ltd - India
- Interocean Group of Companies - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- European Bulk Services B.V. - Netherlands
- Savvy Resources Ltd - HongKong
- Indian Oil Corporation Limited
- Eastern Energy - Thailand
- Parliament of New Zealand
- Gujarat Electricity Regulatory Commission - India
- Jindal Steel & Power Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Karaikal Port Pvt Ltd - India
- Coal and Oil Company - UAE
- Planning Commission, India
- Rio Tinto Coal - Australia
- Energy Development Corp, Philippines
- Formosa Plastics Group - Taiwan
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Videocon Industries ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Gujarat Mineral Development Corp Ltd - India
- Heidelberg Cement - Germany
- Global Green Power PLC Corporation, Philippines
- Dalmia Cement Bharat India
- Therma Luzon, Inc, Philippines
- Orica Mining Services - Indonesia
- SMG Consultants - Indonesia
- Georgia Ports Authority, United States
- Toyota Tsusho Corporation, Japan
- Antam Resourcindo - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- PowerSource Philippines DevCo
- Goldman Sachs - Singapore
- Cement Manufacturers Association - India
- Ministry of Mines - Canada
- Straits Asia Resources Limited - Singapore
- Intertek Mineral Services - Indonesia
- Global Business Power Corporation, Philippines
- Orica Australia Pty. Ltd.
- Vedanta Resources Plc - India
- Ind-Barath Power Infra Limited - India
- Uttam Galva Steels Limited - India
- Petrochimia International Co. Ltd.- Taiwan
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