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Friday, 26 October 18
SEVERAL CONTRACTIONS IN GLOBAL STEEL PRODUCTION - JEFFREY LANDSBERG
 World Steel Association data released today shows that global crude steel production totaled approximately 151.7 million tons in September. This is the same amount that was produced in August and is 10.3 million tons (7%) more than was reported last year for September 2017's production. The increase has been robust, but it has been Chinese steel production that has been largely accountable for the strength. As we have discussed in previous work, China's crude steel production last month increased year-on-year by just over 9 million tons. Globally, real weakness in steel production is being seen in many nations around the world. This is a reflection of weakness in the global economy, Jeffrey Landsberg, Managing Director of Commodore Research & Consultancy said in his latest report.
He further noted that, of note is that global crude steel production outside of China totaled only 70.9 million tons last month. This is 500,000 tons (-1%) less than was produced in August and is only 1.3 million tons (2%) more than was reported last year for September 2017's production. This marks the smallest year-on-year growth seen since October 2016. Of note is that several major steel-producing nations saw year-on-year declines in production including Russia, Japan, and South Korea. A host of smaller steel producing-nations also saw year-on-year declines in crude steel production including Canada, Ukraine, Pakistan, Qatar, the United Arabic Emirates, and several nations in the European Union. Also of note is that in the United States, crude steel production totaled approximately 7.3 million tons. This marks year-on-year growth of 8%, which marks the largest year-on-year growth in US steel production seen this year. As we have continued to stress, the trade war is having no negative impact on US or Chinese steel production.
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Wednesday, 13 February 19
MALAYSIA WAS THE REGION'S LARGEST COAL IMPORTER WITH 34 MT IN 2018, UP 25% Y-O-Y
Although coal market in 2018 started with strong prices, starting in the beginning of the second half of 2018, the international spot prices for co ...
Wednesday, 13 February 19
SHIPPING MARKET INSIGHT - INTERMODAL
If there is one word that can describe the current shipping environment then that this word is most probably “volatility.” The sentimen ...
Saturday, 09 February 19
SUPRAMAX: A 63,000-TONNER WAS REPORTED FIXED DELIVERY FOR AN EAST KALIMANTAN TRIP, REDELIVERY WEST COAST INDIA, AT $9,250 - THE BALTIC BRIEFING
Cape
The Vale disaster weighed heavily on the market for big ships, with uncertainty about shipments/future exports leading to a sharp drop in ...
Friday, 08 February 19
LOWER-QUALITY INDONESIA EXPORTS ROSE 39 MT IN 2018 YOY PRIMARILY IN RESPONSE TO INCREASED DEMAND FROM CHINA AND INDIA - PEABODY
"Underlying seaborne met and thermal coal conditions remain quite positive and the pace of U.S. coal-fueled power plant retirements is expecte ...
Thursday, 07 February 19
QATAR CAN GAIN FROM DECLINING COAL - THE PENINSULA
With North America and Europe closing down their old coal and nuclear plants, major gas exporters like Qatar can and should gain market share. With ...
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- Kaltim Prima Coal - Indonesia
- Tamil Nadu electricity Board
- Kideco Jaya Agung - Indonesia
- Romanian Commodities Exchange
- White Energy Company Limited
- Bayan Resources Tbk. - Indonesia
- Cement Manufacturers Association - India
- Directorate General of MIneral and Coal - Indonesia
- SN Aboitiz Power Inc, Philippines
- Borneo Indobara - Indonesia
- Iligan Light & Power Inc, Philippines
- Toyota Tsusho Corporation, Japan
- SMC Global Power, Philippines
- European Bulk Services B.V. - Netherlands
- Indian Energy Exchange, India
- Kumho Petrochemical, South Korea
- Power Finance Corporation Ltd., India
- Karbindo Abesyapradhi - Indoneisa
- Coalindo Energy - Indonesia
- Riau Bara Harum - Indonesia
- Gujarat Sidhee Cement - India
- Deloitte Consulting - India
- Posco Energy - South Korea
- Bukit Asam (Persero) Tbk - Indonesia
- Ministry of Transport, Egypt
- MS Steel International - UAE
- Oldendorff Carriers - Singapore
- Simpson Spence & Young - Indonesia
- Chettinad Cement Corporation Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Billiton Holdings Pty Ltd - Australia
- PNOC Exploration Corporation - Philippines
- Kalimantan Lumbung Energi - Indonesia
- Meenaskhi Energy Private Limited - India
- Goldman Sachs - Singapore
- Neyveli Lignite Corporation Ltd, - India
- GMR Energy Limited - India
- Straits Asia Resources Limited - Singapore
- Georgia Ports Authority, United States
- Central Java Power - Indonesia
- Edison Trading Spa - Italy
- Uttam Galva Steels Limited - India
- Semirara Mining Corp, Philippines
- LBH Netherlands Bv - Netherlands
- Bangladesh Power Developement Board
- Attock Cement Pakistan Limited
- Bank of Tokyo Mitsubishi UFJ Ltd
- Anglo American - United Kingdom
- Orica Mining Services - Indonesia
- Trasteel International SA, Italy
- Karaikal Port Pvt Ltd - India
- Eastern Coal Council - USA
- Bhushan Steel Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Bharathi Cement Corporation - India
- TeaM Sual Corporation - Philippines
- Electricity Generating Authority of Thailand
- GAC Shipping (India) Pvt Ltd
- Medco Energi Mining Internasional
- Jaiprakash Power Ventures ltd
- Siam City Cement PLC, Thailand
- Sindya Power Generating Company Private Ltd
- Aboitiz Power Corporation - Philippines
- Leighton Contractors Pty Ltd - Australia
- Tata Chemicals Ltd - India
- Port Waratah Coal Services - Australia
- Economic Council, Georgia
- Krishnapatnam Port Company Ltd. - India
- Essar Steel Hazira Ltd - India
- Indogreen Group - Indonesia
- Binh Thuan Hamico - Vietnam
- Pipit Mutiara Jaya. PT, Indonesia
- Electricity Authority, New Zealand
- McConnell Dowell - Australia
- Madhucon Powers Ltd - India
- Thai Mozambique Logistica
- Malabar Cements Ltd - India
- Coal and Oil Company - UAE
- San Jose City I Power Corp, Philippines
- New Zealand Coal & Carbon
- Mintek Dendrill Indonesia
- Xindia Steels Limited - India
- Mercator Lines Limited - India
- Grasim Industreis Ltd - India
- Bulk Trading Sa - Switzerland
- Baramulti Group, Indonesia
- Petron Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Altura Mining Limited, Indonesia
- Eastern Energy - Thailand
- Ambuja Cements Ltd - India
- India Bulls Power Limited - India
- Energy Link Ltd, New Zealand
- Bukit Makmur.PT - Indonesia
- IHS Mccloskey Coal Group - USA
- Aditya Birla Group - India
- International Coal Ventures Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- Metalloyd Limited - United Kingdom
- Bahari Cakrawala Sebuku - Indonesia
- Lanco Infratech Ltd - India
- Interocean Group of Companies - India
- PetroVietnam Power Coal Import and Supply Company
- Formosa Plastics Group - Taiwan
- Samtan Co., Ltd - South Korea
- Intertek Mineral Services - Indonesia
- Ministry of Finance - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Cigading International Bulk Terminal - Indonesia
- Global Coal Blending Company Limited - Australia
- Latin American Coal - Colombia
- TNB Fuel Sdn Bhd - Malaysia
- Ind-Barath Power Infra Limited - India
- Thiess Contractors Indonesia
- Kepco SPC Power Corporation, Philippines
- Australian Coal Association
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Merrill Lynch Commodities Europe
- Global Business Power Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Globalindo Alam Lestari - Indonesia
- Africa Commodities Group - South Africa
- Jindal Steel & Power Ltd - India
- Maheswari Brothers Coal Limited - India
- Indo Tambangraya Megah - Indonesia
- Indian Oil Corporation Limited
- Barasentosa Lestari - Indonesia
- Chamber of Mines of South Africa
- PTC India Limited - India
- Sical Logistics Limited - India
- Salva Resources Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Makarim & Taira - Indonesia
- Energy Development Corp, Philippines
- Agrawal Coal Company - India
- Siam City Cement - Thailand
- Commonwealth Bank - Australia
- Therma Luzon, Inc, Philippines
- Heidelberg Cement - Germany
- Bhoruka Overseas - Indonesia
- Marubeni Corporation - India
- Semirara Mining and Power Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- Kapuas Tunggal Persada - Indonesia
- Kobexindo Tractors - Indoneisa
- Vedanta Resources Plc - India
- Bhatia International Limited - India
- Asmin Koalindo Tuhup - Indonesia
- GVK Power & Infra Limited - India
- The Treasury - Australian Government
- Standard Chartered Bank - UAE
- Manunggal Multi Energi - Indonesia
- Parry Sugars Refinery, India
- London Commodity Brokers - England
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Central Electricity Authority - India
- CNBM International Corporation - China
- Ministry of Mines - Canada
- Wood Mackenzie - Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Savvy Resources Ltd - HongKong
- ICICI Bank Limited - India
- Sakthi Sugars Limited - India
- Sarangani Energy Corporation, Philippines
- Mjunction Services Limited - India
- Indika Energy - Indonesia
- Coastal Gujarat Power Limited - India
- Videocon Industries ltd - India
- Singapore Mercantile Exchange
- Parliament of New Zealand
- Kartika Selabumi Mining - Indonesia
- Indonesian Coal Mining Association
- Minerals Council of Australia
- Orica Australia Pty. Ltd.
- Meralco Power Generation, Philippines
- Renaissance Capital - South Africa
- VISA Power Limited - India
- Dalmia Cement Bharat India
- The State Trading Corporation of India Ltd
- OPG Power Generation Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Jorong Barutama Greston.PT - Indonesia
- Star Paper Mills Limited - India
- Planning Commission, India
- Sojitz Corporation - Japan
- SMG Consultants - Indonesia
- Independent Power Producers Association of India
- Offshore Bulk Terminal Pte Ltd, Singapore
- South Luzon Thermal Energy Corporation
- Carbofer General Trading SA - India
- Price Waterhouse Coopers - Russia
- Rashtriya Ispat Nigam Limited - India
- Antam Resourcindo - Indonesia
- Larsen & Toubro Limited - India
- CIMB Investment Bank - Malaysia
- Mercuria Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Maharashtra Electricity Regulatory Commission - India
- Kohat Cement Company Ltd. - Pakistan
- Miang Besar Coal Terminal - Indonesia
- Pendopo Energi Batubara - Indonesia
- PowerSource Philippines DevCo
- Bukit Baiduri Energy - Indonesia
- The University of Queensland
- ASAPP Information Group - India
- Banpu Public Company Limited - Thailand
- Vijayanagar Sugar Pvt Ltd - India
- Wilmar Investment Holdings
- Holcim Trading Pte Ltd - Singapore
- AsiaOL BioFuels Corp., Philippines
- IEA Clean Coal Centre - UK
- Australian Commodity Traders Exchange
- Timah Investasi Mineral - Indoneisa
- Rio Tinto Coal - Australia
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