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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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Sunday, 20 January 19
OIL MARKET REPORT: A MARATHON, NOT A SPRINT - IEA
Last month, we asked if there was a floor under prices following the signing of a new Vienna Agreement that aims to re-balance the oil market. Foll ...
Thursday, 17 January 19
EIA ESTIMATES THAT U.S. COAL EXPORTS WERE 116 MMST IN 2018, 20% HIGHER THAN THE AMOUNT EXPORTED IN 2017
Coal Supply
EIA estimates that coal production declined by 20 million short tons (MMst) (3%) in 2018, despite a 19 MMst increase in U.S. coal e ...
Thursday, 17 January 19
U.S COAL OUTPUT IS EXPECTED TO FALL BY 3 PER CENT IN 2019 - EIA
EIA forecasts that U.S. coal production will total 729 million short tons (MMst) in 2019, down by 25 MMst (3%) from 2018.
Acco ...
Wednesday, 16 January 19
SHIPPING MARKET INSIGHT - INTERMODAL
As we go through the first days of the year and just a few weeks before the Chinese New Year, the ship repair sector is witnessing a big difference ...
Monday, 14 January 19
KOREA SOUTHERN POWER INVITES BIDS FOR 320,000 MT OF MIN 3,800 NCV COAL
COALspot.com: South Korea state-owned utility Korea Southern Power Co. Ltd (KOSPO) issued a tender for 320,000 MT of min 3,800 kcal/kg NCV coal for ...
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- Standard Chartered Bank - UAE
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- ASAPP Information Group - India
- Eastern Energy - Thailand
- Globalindo Alam Lestari - Indonesia
- PowerSource Philippines DevCo
- Deloitte Consulting - India
- Siam City Cement - Thailand
- European Bulk Services B.V. - Netherlands
- Bukit Asam (Persero) Tbk - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Ministry of Mines - Canada
- Straits Asia Resources Limited - Singapore
- Mercator Lines Limited - India
- Interocean Group of Companies - India
- Asmin Koalindo Tuhup - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Global Green Power PLC Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- San Jose City I Power Corp, Philippines
- Bharathi Cement Corporation - India
- CNBM International Corporation - China
- Thai Mozambique Logistica
- Krishnapatnam Port Company Ltd. - India
- Port Waratah Coal Services - Australia
- SMG Consultants - Indonesia
- Essar Steel Hazira Ltd - India
- Energy Link Ltd, New Zealand
- Central Electricity Authority - India
- McConnell Dowell - Australia
- PTC India Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- PetroVietnam Power Coal Import and Supply Company
- Chamber of Mines of South Africa
- IHS Mccloskey Coal Group - USA
- Xindia Steels Limited - India
- Heidelberg Cement - Germany
- Karaikal Port Pvt Ltd - India
- Carbofer General Trading SA - India
- Borneo Indobara - Indonesia
- Trasteel International SA, Italy
- Bukit Baiduri Energy - Indonesia
- Indogreen Group - Indonesia
- The University of Queensland
- Neyveli Lignite Corporation Ltd, - India
- Australian Coal Association
- Savvy Resources Ltd - HongKong
- Toyota Tsusho Corporation, Japan
- Edison Trading Spa - Italy
- Vizag Seaport Private Limited - India
- Electricity Generating Authority of Thailand
- Ceylon Electricity Board - Sri Lanka
- Rio Tinto Coal - Australia
- Orica Mining Services - Indonesia
- Sree Jayajothi Cements Limited - India
- Pendopo Energi Batubara - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Parliament of New Zealand
- CIMB Investment Bank - Malaysia
- Sakthi Sugars Limited - India
- Tata Chemicals Ltd - India
- London Commodity Brokers - England
- Orica Australia Pty. Ltd.
- Directorate General of MIneral and Coal - Indonesia
- Global Coal Blending Company Limited - Australia
- The Treasury - Australian Government
- Aboitiz Power Corporation - Philippines
- Tamil Nadu electricity Board
- Coal and Oil Company - UAE
- Banpu Public Company Limited - Thailand
- Indika Energy - Indonesia
- International Coal Ventures Pvt Ltd - India
- Central Java Power - Indonesia
- Planning Commission, India
- Grasim Industreis Ltd - India
- Bukit Makmur.PT - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Meralco Power Generation, Philippines
- Riau Bara Harum - Indonesia
- PNOC Exploration Corporation - Philippines
- Energy Development Corp, Philippines
- Formosa Plastics Group - Taiwan
- Simpson Spence & Young - Indonesia
- Australian Commodity Traders Exchange
- Makarim & Taira - Indonesia
- Latin American Coal - Colombia
- Singapore Mercantile Exchange
- New Zealand Coal & Carbon
- Asia Pacific Energy Resources Ventures Inc, Philippines
- GAC Shipping (India) Pvt Ltd
- Lanco Infratech Ltd - India
- Posco Energy - South Korea
- Coastal Gujarat Power Limited - India
- Marubeni Corporation - India
- SMC Global Power, Philippines
- Indian Oil Corporation Limited
- Siam City Cement PLC, Thailand
- Leighton Contractors Pty Ltd - Australia
- Baramulti Group, Indonesia
- Sojitz Corporation - Japan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Billiton Holdings Pty Ltd - Australia
- Binh Thuan Hamico - Vietnam
- The State Trading Corporation of India Ltd
- MS Steel International - UAE
- Wilmar Investment Holdings
- Sindya Power Generating Company Private Ltd
- Price Waterhouse Coopers - Russia
- Minerals Council of Australia
- Videocon Industries ltd - India
- Merrill Lynch Commodities Europe
- Timah Investasi Mineral - Indoneisa
- Aditya Birla Group - India
- Oldendorff Carriers - Singapore
- Iligan Light & Power Inc, Philippines
- Kepco SPC Power Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Sarangani Energy Corporation, Philippines
- Jaiprakash Power Ventures ltd
- Mercuria Energy - Indonesia
- Coalindo Energy - Indonesia
- VISA Power Limited - India
- Barasentosa Lestari - Indonesia
- White Energy Company Limited
- Larsen & Toubro Limited - India
- Sinarmas Energy and Mining - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Bhatia International Limited - India
- Manunggal Multi Energi - Indonesia
- Indian Energy Exchange, India
- Eastern Coal Council - USA
- Kideco Jaya Agung - Indonesia
- IEA Clean Coal Centre - UK
- Power Finance Corporation Ltd., India
- Star Paper Mills Limited - India
- LBH Netherlands Bv - Netherlands
- Kohat Cement Company Ltd. - Pakistan
- Samtan Co., Ltd - South Korea
- Bhushan Steel Limited - India
- Intertek Mineral Services - Indonesia
- Ind-Barath Power Infra Limited - India
- Dalmia Cement Bharat India
- Mjunction Services Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Bahari Cakrawala Sebuku - Indonesia
- Bhoruka Overseas - Indonesia
- Global Business Power Corporation, Philippines
- Goldman Sachs - Singapore
- Independent Power Producers Association of India
- Jindal Steel & Power Ltd - India
- Meenaskhi Energy Private Limited - India
- Economic Council, Georgia
- Kumho Petrochemical, South Korea
- Rashtriya Ispat Nigam Limited - India
- Semirara Mining Corp, Philippines
- Mintek Dendrill Indonesia
- GVK Power & Infra Limited - India
- Antam Resourcindo - Indonesia
- Attock Cement Pakistan Limited
- Metalloyd Limited - United Kingdom
- ICICI Bank Limited - India
- AsiaOL BioFuels Corp., Philippines
- OPG Power Generation Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- Thiess Contractors Indonesia
- Ambuja Cements Ltd - India
- Parry Sugars Refinery, India
- Petron Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Uttam Galva Steels Limited - India
- Therma Luzon, Inc, Philippines
- Chettinad Cement Corporation Ltd - India
- Anglo American - United Kingdom
- Kartika Selabumi Mining - Indonesia
- Kobexindo Tractors - Indoneisa
- Bangladesh Power Developement Board
- Madhucon Powers Ltd - India
- India Bulls Power Limited - India
- Renaissance Capital - South Africa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- TeaM Sual Corporation - Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Romanian Commodities Exchange
- Cement Manufacturers Association - India
- Kaltim Prima Coal - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Africa Commodities Group - South Africa
- Agrawal Coal Company - India
- Ministry of Transport, Egypt
- Sical Logistics Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Gujarat Electricity Regulatory Commission - India
- Indonesian Coal Mining Association
- Malabar Cements Ltd - India
- Altura Mining Limited, Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Salva Resources Pvt Ltd - India
- Medco Energi Mining Internasional
- Gujarat Sidhee Cement - India
- Jorong Barutama Greston.PT - Indonesia
- Georgia Ports Authority, United States
- Ministry of Finance - Indonesia
- Electricity Authority, New Zealand
- GMR Energy Limited - India
- Kapuas Tunggal Persada - Indonesia
- Directorate Of Revenue Intelligence - India
- Wood Mackenzie - Singapore
- Commonwealth Bank - Australia
- Bulk Trading Sa - Switzerland
- Maheswari Brothers Coal Limited - India
- Vedanta Resources Plc - India
- Indo Tambangraya Megah - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Pipit Mutiara Jaya. PT, Indonesia
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