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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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Tuesday, 11 December 18
SHIPPING MARKET ANALYSIS - ALLIED
A lot of discussions have been made as to the effects of the IMO 2020 regulation on OPEX levels, investment feasibility of& ...
Tuesday, 11 December 18
PORT OF NEWCASTLE SHIPPED 10.849 MMT OF COAL IN NOVEMBER DOWN 23.44 PERCENT MOM
COALspot.com: The Port of Newcastle, Australia’s major trading port and the world’s largest coal export port has shipped A$ 1,574.8 mil ...
Thursday, 06 December 18
IN THE EAST, BIGGER SUPRA WAS FIXED CA US$ 10K FOR INDO-CHINA COAL ROUND - FEARNLEYS
Capesize
There is cautious optimism for the Capes, with healthier volumes and improving rates in the Pacific. West Australia round is gradually ...
Thursday, 06 December 18
U.S. COAL CONSUMPTION IN 2018 EXPECTED TO BE THE LOWEST IN 39 YEARS - EIA
EIA expects total U.S. coal consumption in 2018 to fall to 691 million short tons (MMst), a 4% decline from 2017 and the lowest level since 1979. U ...
Thursday, 06 December 18
DEMAND RISKS WEIGH ON GLOBAL SHIPPING SECTOR OUTLOOK - FITCH RATINGS
The global shipping sector outlook remains negative reflecting the demand-side risks of protectionism and slower economic growth, Fitch Ratings say ...
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- ASAPP Information Group - India
- Jindal Steel & Power Ltd - India
- Indo Tambangraya Megah - Indonesia
- TeaM Sual Corporation - Philippines
- Cement Manufacturers Association - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Star Paper Mills Limited - India
- Heidelberg Cement - Germany
- Directorate General of MIneral and Coal - Indonesia
- PTC India Limited - India
- Sree Jayajothi Cements Limited - India
- Cigading International Bulk Terminal - Indonesia
- SN Aboitiz Power Inc, Philippines
- Ceylon Electricity Board - Sri Lanka
- Altura Mining Limited, Indonesia
- Indonesian Coal Mining Association
- Merrill Lynch Commodities Europe
- Kalimantan Lumbung Energi - Indonesia
- Pendopo Energi Batubara - Indonesia
- Dalmia Cement Bharat India
- Gujarat Electricity Regulatory Commission - India
- Bhushan Steel Limited - India
- Trasteel International SA, Italy
- Ministry of Transport, Egypt
- Global Business Power Corporation, Philippines
- McConnell Dowell - Australia
- The State Trading Corporation of India Ltd
- PetroVietnam Power Coal Import and Supply Company
- Bukit Asam (Persero) Tbk - Indonesia
- Romanian Commodities Exchange
- Global Coal Blending Company Limited - Australia
- GMR Energy Limited - India
- Ind-Barath Power Infra Limited - India
- OPG Power Generation Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Videocon Industries ltd - India
- Deloitte Consulting - India
- Sarangani Energy Corporation, Philippines
- ICICI Bank Limited - India
- Africa Commodities Group - South Africa
- Singapore Mercantile Exchange
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Chettinad Cement Corporation Ltd - India
- Formosa Plastics Group - Taiwan
- Samtan Co., Ltd - South Korea
- Central Java Power - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Electricity Authority, New Zealand
- Pipit Mutiara Jaya. PT, Indonesia
- Semirara Mining and Power Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Electricity Generating Authority of Thailand
- Mercator Lines Limited - India
- Eastern Coal Council - USA
- Iligan Light & Power Inc, Philippines
- Posco Energy - South Korea
- Baramulti Group, Indonesia
- Carbofer General Trading SA - India
- Riau Bara Harum - Indonesia
- Mintek Dendrill Indonesia
- International Coal Ventures Pvt Ltd - India
- Interocean Group of Companies - India
- Indogreen Group - Indonesia
- Savvy Resources Ltd - HongKong
- Neyveli Lignite Corporation Ltd, - India
- Kaltim Prima Coal - Indonesia
- Kumho Petrochemical, South Korea
- Maheswari Brothers Coal Limited - India
- White Energy Company Limited
- Parry Sugars Refinery, India
- Globalindo Alam Lestari - Indonesia
- Therma Luzon, Inc, Philippines
- Global Green Power PLC Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Vedanta Resources Plc - India
- Karaikal Port Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Bayan Resources Tbk. - Indonesia
- Grasim Industreis Ltd - India
- Makarim & Taira - Indonesia
- Parliament of New Zealand
- Independent Power Producers Association of India
- Gujarat Mineral Development Corp Ltd - India
- Medco Energi Mining Internasional
- Kideco Jaya Agung - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Thai Mozambique Logistica
- Agrawal Coal Company - India
- Tamil Nadu electricity Board
- European Bulk Services B.V. - Netherlands
- Meralco Power Generation, Philippines
- Port Waratah Coal Services - Australia
- Edison Trading Spa - Italy
- Anglo American - United Kingdom
- Miang Besar Coal Terminal - Indonesia
- Energy Link Ltd, New Zealand
- GVK Power & Infra Limited - India
- Kapuas Tunggal Persada - Indonesia
- Bhatia International Limited - India
- Sindya Power Generating Company Private Ltd
- Ministry of Mines - Canada
- Bangladesh Power Developement Board
- Kartika Selabumi Mining - Indonesia
- New Zealand Coal & Carbon
- South Luzon Thermal Energy Corporation
- Petrochimia International Co. Ltd.- Taiwan
- Meenaskhi Energy Private Limited - India
- Bhoruka Overseas - Indonesia
- Essar Steel Hazira Ltd - India
- Coalindo Energy - Indonesia
- Bulk Trading Sa - Switzerland
- Power Finance Corporation Ltd., India
- The Treasury - Australian Government
- Renaissance Capital - South Africa
- Karbindo Abesyapradhi - Indoneisa
- PNOC Exploration Corporation - Philippines
- Chamber of Mines of South Africa
- Wood Mackenzie - Singapore
- Borneo Indobara - Indonesia
- Uttam Galva Steels Limited - India
- Economic Council, Georgia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Krishnapatnam Port Company Ltd. - India
- LBH Netherlands Bv - Netherlands
- Coal and Oil Company - UAE
- Sakthi Sugars Limited - India
- SMC Global Power, Philippines
- GAC Shipping (India) Pvt Ltd
- Xindia Steels Limited - India
- Semirara Mining Corp, Philippines
- Bharathi Cement Corporation - India
- Mjunction Services Limited - India
- Eastern Energy - Thailand
- VISA Power Limited - India
- Ambuja Cements Ltd - India
- Madhucon Powers Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Thiess Contractors Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Holcim Trading Pte Ltd - Singapore
- Ministry of Finance - Indonesia
- Oldendorff Carriers - Singapore
- Larsen & Toubro Limited - India
- Price Waterhouse Coopers - Russia
- SMG Consultants - Indonesia
- Manunggal Multi Energi - Indonesia
- Central Electricity Authority - India
- Sical Logistics Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- CIMB Investment Bank - Malaysia
- Latin American Coal - Colombia
- The University of Queensland
- Straits Asia Resources Limited - Singapore
- Commonwealth Bank - Australia
- AsiaOL BioFuels Corp., Philippines
- Orica Australia Pty. Ltd.
- Directorate Of Revenue Intelligence - India
- Jaiprakash Power Ventures ltd
- Indian Energy Exchange, India
- Toyota Tsusho Corporation, Japan
- Coastal Gujarat Power Limited - India
- Intertek Mineral Services - Indonesia
- London Commodity Brokers - England
- Australian Commodity Traders Exchange
- Siam City Cement - Thailand
- Petron Corporation, Philippines
- Standard Chartered Bank - UAE
- Australian Coal Association
- Energy Development Corp, Philippines
- Vizag Seaport Private Limited - India
- Wilmar Investment Holdings
- Bukit Baiduri Energy - Indonesia
- Bukit Makmur.PT - Indonesia
- Aditya Birla Group - India
- GN Power Mariveles Coal Plant, Philippines
- Aboitiz Power Corporation - Philippines
- Barasentosa Lestari - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- PowerSource Philippines DevCo
- Tata Chemicals Ltd - India
- Salva Resources Pvt Ltd - India
- Planning Commission, India
- Binh Thuan Hamico - Vietnam
- Attock Cement Pakistan Limited
- India Bulls Power Limited - India
- Marubeni Corporation - India
- Goldman Sachs - Singapore
- MS Steel International - UAE
- Kobexindo Tractors - Indoneisa
- Sinarmas Energy and Mining - Indonesia
- Gujarat Sidhee Cement - India
- Leighton Contractors Pty Ltd - Australia
- Banpu Public Company Limited - Thailand
- Rio Tinto Coal - Australia
- Rashtriya Ispat Nigam Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Orica Mining Services - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Timah Investasi Mineral - Indoneisa
- IEA Clean Coal Centre - UK
- Lanco Infratech Ltd - India
- Georgia Ports Authority, United States
- Kohat Cement Company Ltd. - Pakistan
- Kepco SPC Power Corporation, Philippines
- Indian Oil Corporation Limited
- Minerals Council of Australia
- Metalloyd Limited - United Kingdom
- Mercuria Energy - Indonesia
- IHS Mccloskey Coal Group - USA
- Sojitz Corporation - Japan
- Antam Resourcindo - Indonesia
- CNBM International Corporation - China
- San Jose City I Power Corp, Philippines
- Indika Energy - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Malabar Cements Ltd - India
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