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Thursday, 28 September 17
CHINESE GOVERNMENT TO CANCEL DOMESTIC IRON ORE MINING RIGHTS - JEFFREY LANDSBERG
 It has been reported that China will cancel roughly one third of its iron ore mining licenses, says Commodore Research & Consultancy in its latest e-mil note.
According to Jeffrey Landsberg, Managing Director of Commodore Research & Consultancy, Commodore Research views this is as a very logical decision where iron ore procurement and environmental regulations are concerned. As discussed in Commodore Research & Consultancy's Weekly Dry Bulk Report and Weekly China Report published at the start of this week, Commodore has remained of the view that Chinese iron import volume has been poised to stay strong even with the recently announced steel production cuts (that have been enacted due to environmental concerns).
It remains our view that the usage of domestic iron ore (which is of much lower quality than iron ore imports) has been set to come under pressure rather than the consumption of iron ore imports, says Commodore.
Commodorefurther noted that, securing high quality iron ore is now more important than ever in China, even with temporary steel production cuts looming, and Commodore Research has remained bullish for iron ore import volume prospects.
The decision by the central government to cancel a third of iron ore mining rights has strengthened our conviction even further, Commodore Research & Consultancy concluded.
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Wednesday, 31 January 24
CHINA'S INNER MONGOLIA COAL OUTPUT HIT 1.21B TONS IN 2023 - XINHUA
North China’s Inner Mongolia autonomous region churned out 1.21 billion tons of coal in 2023 as it strives to guarantee the country’s e ...
Wednesday, 31 January 24
GAS EXPORTS COST U.S. CONSUMERS MORE THAN $100 BILLION OVER 16-MONTH PERIOD - IEEFA
Limited Demand Growth Could Dampen the Dry Bulk Market in the Coming Months BIMCOStarting in late 2021—before its invasion of Ukraine—R ...
Tuesday, 30 January 24
LIMITED DEMAND GROWTH COULD DAMPEN THE DRY BULK MARKET IN THE COMING MONTHS - BIMCO
Demand
In our base scenario, we expect cargo demand to grow by 0-1% in 2024 and 0.5-1.5% in 2025. This is a 0.5 percentage point reduction for ...
Friday, 26 January 24
RED SEA DIVERSIONS ADD NEARLY A MILLION DOLLARS PER VOYAGE TO SHIPPING COSTS WHILE DOUBLING TRANSIT TIME - LSEG
The incremental costs of diverting a tanker from Asia to NW Europe via the Cape of Good Hope is accounting for an extra $932,905 USD per voyage whi ...
Friday, 26 January 24
HARD COAL GUARDIAN ANGEL OF THE ENERGY SUPPLY - GERMANY COAL IMPORTERS ASSOCIATION
- No security of supply without hard coal
- The Substitute Power Plant Provision Act (EKBG) must be extended
- Higher grid fees due to the ...
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- Karbindo Abesyapradhi - Indoneisa
- Globalindo Alam Lestari - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- TNB Fuel Sdn Bhd - Malaysia
- Electricity Generating Authority of Thailand
- Carbofer General Trading SA - India
- Orica Australia Pty. Ltd.
- Planning Commission, India
- SMC Global Power, Philippines
- AsiaOL BioFuels Corp., Philippines
- Deloitte Consulting - India
- Therma Luzon, Inc, Philippines
- Edison Trading Spa - Italy
- Siam City Cement PLC, Thailand
- Xindia Steels Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Petron Corporation, Philippines
- PowerSource Philippines DevCo
- San Jose City I Power Corp, Philippines
- Bangladesh Power Developement Board
- Mjunction Services Limited - India
- Sindya Power Generating Company Private Ltd
- Rio Tinto Coal - Australia
- Wood Mackenzie - Singapore
- Bharathi Cement Corporation - India
- Port Waratah Coal Services - Australia
- Videocon Industries ltd - India
- Standard Chartered Bank - UAE
- Economic Council, Georgia
- Riau Bara Harum - Indonesia
- Price Waterhouse Coopers - Russia
- IHS Mccloskey Coal Group - USA
- Neyveli Lignite Corporation Ltd, - India
- Kalimantan Lumbung Energi - Indonesia
- Sinarmas Energy and Mining - Indonesia
- IEA Clean Coal Centre - UK
- Wilmar Investment Holdings
- Electricity Authority, New Zealand
- SMG Consultants - Indonesia
- Bukit Makmur.PT - Indonesia
- Kepco SPC Power Corporation, Philippines
- Ministry of Finance - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Eastern Energy - Thailand
- Malabar Cements Ltd - India
- GAC Shipping (India) Pvt Ltd
- Sarangani Energy Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- McConnell Dowell - Australia
- CIMB Investment Bank - Malaysia
- Indo Tambangraya Megah - Indonesia
- Jindal Steel & Power Ltd - India
- Semirara Mining Corp, Philippines
- European Bulk Services B.V. - Netherlands
- Directorate Of Revenue Intelligence - India
- Energy Development Corp, Philippines
- Mercator Lines Limited - India
- Marubeni Corporation - India
- Vedanta Resources Plc - India
- Essar Steel Hazira Ltd - India
- The Treasury - Australian Government
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Trasteel International SA, Italy
- Altura Mining Limited, Indonesia
- Pendopo Energi Batubara - Indonesia
- Larsen & Toubro Limited - India
- Bhushan Steel Limited - India
- Global Business Power Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Bulk Trading Sa - Switzerland
- Binh Thuan Hamico - Vietnam
- Tamil Nadu electricity Board
- South Luzon Thermal Energy Corporation
- Sojitz Corporation - Japan
- Holcim Trading Pte Ltd - Singapore
- Timah Investasi Mineral - Indoneisa
- Petrochimia International Co. Ltd.- Taiwan
- Bayan Resources Tbk. - Indonesia
- Indonesian Coal Mining Association
- PTC India Limited - India
- Indika Energy - Indonesia
- Savvy Resources Ltd - HongKong
- Bank of Tokyo Mitsubishi UFJ Ltd
- Independent Power Producers Association of India
- Bukit Asam (Persero) Tbk - Indonesia
- Makarim & Taira - Indonesia
- Central Electricity Authority - India
- ICICI Bank Limited - India
- Agrawal Coal Company - India
- Antam Resourcindo - Indonesia
- LBH Netherlands Bv - Netherlands
- Goldman Sachs - Singapore
- Africa Commodities Group - South Africa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- MS Steel International - UAE
- Aboitiz Power Corporation - Philippines
- Parliament of New Zealand
- Samtan Co., Ltd - South Korea
- Energy Link Ltd, New Zealand
- ASAPP Information Group - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Singapore Mercantile Exchange
- Miang Besar Coal Terminal - Indonesia
- Jaiprakash Power Ventures ltd
- Sree Jayajothi Cements Limited - India
- Kapuas Tunggal Persada - Indonesia
- Bukit Baiduri Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Kartika Selabumi Mining - Indonesia
- Ministry of Mines - Canada
- Jorong Barutama Greston.PT - Indonesia
- TeaM Sual Corporation - Philippines
- Mintek Dendrill Indonesia
- Kideco Jaya Agung - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Formosa Plastics Group - Taiwan
- Ceylon Electricity Board - Sri Lanka
- Grasim Industreis Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Ministry of Transport, Egypt
- Aditya Birla Group - India
- Maheswari Brothers Coal Limited - India
- Australian Coal Association
- Iligan Light & Power Inc, Philippines
- Australian Commodity Traders Exchange
- Georgia Ports Authority, United States
- Parry Sugars Refinery, India
- Baramulti Group, Indonesia
- Minerals Council of Australia
- Pipit Mutiara Jaya. PT, Indonesia
- Kobexindo Tractors - Indoneisa
- Cigading International Bulk Terminal - Indonesia
- Chettinad Cement Corporation Ltd - India
- Kumho Petrochemical, South Korea
- Star Paper Mills Limited - India
- Eastern Coal Council - USA
- Power Finance Corporation Ltd., India
- Cement Manufacturers Association - India
- Attock Cement Pakistan Limited
- Commonwealth Bank - Australia
- Lanco Infratech Ltd - India
- Dalmia Cement Bharat India
- The State Trading Corporation of India Ltd
- Anglo American - United Kingdom
- Siam City Cement - Thailand
- GVK Power & Infra Limited - India
- Uttam Galva Steels Limited - India
- Manunggal Multi Energi - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Global Green Power PLC Corporation, Philippines
- Orica Mining Services - Indonesia
- Ambuja Cements Ltd - India
- London Commodity Brokers - England
- Vizag Seaport Private Limited - India
- Posco Energy - South Korea
- Heidelberg Cement - Germany
- CNBM International Corporation - China
- Madhucon Powers Ltd - India
- Romanian Commodities Exchange
- Medco Energi Mining Internasional
- OPG Power Generation Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- PNOC Exploration Corporation - Philippines
- Meralco Power Generation, Philippines
- VISA Power Limited - India
- White Energy Company Limited
- Barasentosa Lestari - Indonesia
- Simpson Spence & Young - Indonesia
- Thai Mozambique Logistica
- Indogreen Group - Indonesia
- Indian Oil Corporation Limited
- GMR Energy Limited - India
- Merrill Lynch Commodities Europe
- Krishnapatnam Port Company Ltd. - India
- Bhatia International Limited - India
- Renaissance Capital - South Africa
- Ind-Barath Power Infra Limited - India
- Coalindo Energy - Indonesia
- Metalloyd Limited - United Kingdom
- Tata Chemicals Ltd - India
- New Zealand Coal & Carbon
- Thiess Contractors Indonesia
- Interocean Group of Companies - India
- Borneo Indobara - Indonesia
- Meenaskhi Energy Private Limited - India
- International Coal Ventures Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- Salva Resources Pvt Ltd - India
- Mercuria Energy - Indonesia
- Coastal Gujarat Power Limited - India
- Banpu Public Company Limited - Thailand
- Asmin Koalindo Tuhup - Indonesia
- Gujarat Sidhee Cement - India
- SN Aboitiz Power Inc, Philippines
- Chamber of Mines of South Africa
- Indian Energy Exchange, India
- Bahari Cakrawala Sebuku - Indonesia
- The University of Queensland
- Sakthi Sugars Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Intertek Mineral Services - Indonesia
- Latin American Coal - Colombia
- India Bulls Power Limited - India
- Oldendorff Carriers - Singapore
- Bhoruka Overseas - Indonesia
- Coal and Oil Company - UAE
- Global Coal Blending Company Limited - Australia
- Kaltim Prima Coal - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Central Java Power - Indonesia
- Toyota Tsusho Corporation, Japan
- Sical Logistics Limited - India
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