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Thursday, 28 September 17
CHINESE GOVERNMENT TO CANCEL DOMESTIC IRON ORE MINING RIGHTS - JEFFREY LANDSBERG
CommodoreIt 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, 09 August 17
THE KEY IMPORTERS OF U.S. COAL FOR THE FIRST FIVE MONTHS OF 2017 ARE THE NETHERLANDS, INDIA AND JAPAN - PETER SAND, BIMCO
US seaborne coal exports have turned years of negative growth around and seem to be climbing for a third quarter in a row. The increase in total vo ...


Wednesday, 09 August 17
INDONESIAN COAL PRICE REFERENCE INCREASE COULD CONTINUE IN THE COMING MONTHS
COALspot.com: Indonesian coal benchmark price rose 6.36% in August, government data showed. The benchmark price of Indonesian thermal ...


Wednesday, 09 August 17
COAL HAS GAINED AROUND 40% OVER THE PAST TWELVE MONTHS; IRON ORE HAS MOVED FROM AROUND $50/T IN AUGUST 2016 TO OVER $70/T TODAY - INTERMODAL
During the summer’s peak, and with the markets remaining relatively quiet, we can argue that most markets have built solid foundations to enj ...


Tuesday, 08 August 17
THE BULLISH RIDE CONTINUES ON FOR THE IRON ORE MARKET - GEORGE LAZARIDIS
The bullish ride continues on for the iron ore market, with most in the market now eyeing the possibility for further gains to be had as Chine ...


Tuesday, 08 August 17
COAL SALES DESTINATION IS DOMINATED BY DEVELOPING COUNTRIES IN ASIA - ADARO
COALspot.com: Adaro Energy has produced 13.27 million tonnes of coal during the second quarter of 2017, from the mines PT Adaro Indonesia, PT Semes ...


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