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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, 27 November 18
PANAMAX AND SUPRAMAX INDICES WITNESSED A DECLINE OF JUST BELOW 14% IN THEIR MEAN ON A MONTH-ON-MONTH COMPARISON - ALLIED SHIPPING
A month of sharp corrections and great asymmetries for the dry bulk sector, with the overall overview of the market shipping rapidly from a state o ...
Monday, 26 November 18
SUPRAMAX: THE ASIAN MARKET STALLED THIS WEEK WITH A BUILD-UP OF TONNAGE - BALTIC BRIEFING
Capesize
It was a positive end to the week, with West Australia/China making significant gains and firing owners’ resolve. There was talk ...
Friday, 23 November 18
GOLDEN ENERGY'S POTENTIAL ACQUISITION OF STANMORE CREDIT POSITIVE - FITCH RATINGS
Golden Energy and Resources Limited's (GEAR, B+/Positive) potential acquisition of Stanmore Coal will help the company diversify its coal opera ...
Friday, 23 November 18
ASSOCIATION CALLS FOR REVISION OF DMO SCHEME FOR COAL - JP
The Indonesian Coal Mining Association (APBI) has called on the government to revise the domestic market obligation (DMO) scheme for coal, which re ...
Friday, 23 November 18
INDONESIA'S REVENUES FROM MINERAL AND COAL INCREASE TO US$ 2.858 BILLION - ANTARA
Indonesia`s non-tax state revenues from the mineral and coal sub-sector reached Rp 41.77 trillion (approximately US$ 2.858 Billion) as of Nov 16, 2 ...
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- Samtan Co., Ltd - South Korea
- Bank of Tokyo Mitsubishi UFJ Ltd
- PetroVietnam Power Coal Import and Supply Company
- Standard Chartered Bank - UAE
- Petrochimia International Co. Ltd.- Taiwan
- Holcim Trading Pte Ltd - Singapore
- Deloitte Consulting - India
- Mjunction Services Limited - India
- GAC Shipping (India) Pvt Ltd
- Interocean Group of Companies - India
- Aditya Birla Group - India
- Vedanta Resources Plc - India
- Gujarat Sidhee Cement - India
- Larsen & Toubro Limited - India
- Kalimantan Lumbung Energi - Indonesia
- GVK Power & Infra Limited - India
- Kumho Petrochemical, South Korea
- Toyota Tsusho Corporation, Japan
- Agrawal Coal Company - India
- Indogreen Group - Indonesia
- Timah Investasi Mineral - Indoneisa
- Semirara Mining Corp, Philippines
- Vizag Seaport Private Limited - India
- Salva Resources Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Sojitz Corporation - Japan
- Goldman Sachs - Singapore
- Singapore Mercantile Exchange
- Ministry of Mines - Canada
- Metalloyd Limited - United Kingdom
- Gujarat Electricity Regulatory Commission - India
- Siam City Cement - Thailand
- Global Coal Blending Company Limited - Australia
- Trasteel International SA, Italy
- PowerSource Philippines DevCo
- Minerals Council of Australia
- Indonesian Coal Mining Association
- Malabar Cements Ltd - India
- IHS Mccloskey Coal Group - USA
- Directorate General of MIneral and Coal - Indonesia
- Straits Asia Resources Limited - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Latin American Coal - Colombia
- Global Business Power Corporation, Philippines
- Anglo American - United Kingdom
- Bayan Resources Tbk. - Indonesia
- SMG Consultants - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Energy Link Ltd, New Zealand
- Orica Australia Pty. Ltd.
- Rashtriya Ispat Nigam Limited - India
- Wilmar Investment Holdings
- Lanco Infratech Ltd - India
- Australian Coal Association
- Altura Mining Limited, Indonesia
- Economic Council, Georgia
- CNBM International Corporation - China
- SN Aboitiz Power Inc, Philippines
- Kartika Selabumi Mining - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Meralco Power Generation, Philippines
- VISA Power Limited - India
- Central Java Power - Indonesia
- Bukit Makmur.PT - Indonesia
- ICICI Bank Limited - India
- Barasentosa Lestari - Indonesia
- Grasim Industreis Ltd - India
- The University of Queensland
- Energy Development Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Petron Corporation, Philippines
- Indian Energy Exchange, India
- Bulk Trading Sa - Switzerland
- White Energy Company Limited
- Intertek Mineral Services - Indonesia
- Heidelberg Cement - Germany
- Mercator Lines Limited - India
- Baramulti Group, Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kapuas Tunggal Persada - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Central Electricity Authority - India
- TeaM Sual Corporation - Philippines
- IEA Clean Coal Centre - UK
- Eastern Coal Council - USA
- Tata Chemicals Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Dalmia Cement Bharat India
- Kohat Cement Company Ltd. - Pakistan
- Kobexindo Tractors - Indoneisa
- Sindya Power Generating Company Private Ltd
- Bahari Cakrawala Sebuku - Indonesia
- India Bulls Power Limited - India
- London Commodity Brokers - England
- Offshore Bulk Terminal Pte Ltd, Singapore
- Thiess Contractors Indonesia
- Bhushan Steel Limited - India
- Sical Logistics Limited - India
- Wood Mackenzie - Singapore
- AsiaOL BioFuels Corp., Philippines
- Iligan Light & Power Inc, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- International Coal Ventures Pvt Ltd - India
- Commonwealth Bank - Australia
- Karaikal Port Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Posco Energy - South Korea
- Mercuria Energy - Indonesia
- Ministry of Finance - Indonesia
- Port Waratah Coal Services - Australia
- Carbofer General Trading SA - India
- Alfred C Toepfer International GmbH - Germany
- Savvy Resources Ltd - HongKong
- Karbindo Abesyapradhi - Indoneisa
- Uttam Galva Steels Limited - India
- Jaiprakash Power Ventures ltd
- Indika Energy - Indonesia
- Jindal Steel & Power Ltd - India
- Manunggal Multi Energi - Indonesia
- Aboitiz Power Corporation - Philippines
- Orica Mining Services - Indonesia
- Tamil Nadu electricity Board
- Thai Mozambique Logistica
- San Jose City I Power Corp, Philippines
- OPG Power Generation Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Romanian Commodities Exchange
- Bukit Asam (Persero) Tbk - Indonesia
- Georgia Ports Authority, United States
- McConnell Dowell - Australia
- Bukit Baiduri Energy - Indonesia
- Kideco Jaya Agung - Indonesia
- Chamber of Mines of South Africa
- Power Finance Corporation Ltd., India
- Edison Trading Spa - Italy
- Formosa Plastics Group - Taiwan
- Planning Commission, India
- Merrill Lynch Commodities Europe
- Ceylon Electricity Board - Sri Lanka
- New Zealand Coal & Carbon
- Cement Manufacturers Association - India
- Sarangani Energy Corporation, Philippines
- GMR Energy Limited - India
- Coal and Oil Company - UAE
- Bangladesh Power Developement Board
- Coalindo Energy - Indonesia
- Price Waterhouse Coopers - Russia
- Pipit Mutiara Jaya. PT, Indonesia
- Videocon Industries ltd - India
- CIMB Investment Bank - Malaysia
- Parliament of New Zealand
- Medco Energi Mining Internasional
- The State Trading Corporation of India Ltd
- Ministry of Transport, Egypt
- Meenaskhi Energy Private Limited - India
- Banpu Public Company Limited - Thailand
- European Bulk Services B.V. - Netherlands
- Borneo Indobara - Indonesia
- Kaltim Prima Coal - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Binh Thuan Hamico - Vietnam
- Rio Tinto Coal - Australia
- Pendopo Energi Batubara - Indonesia
- SMC Global Power, Philippines
- Electricity Authority, New Zealand
- Jorong Barutama Greston.PT - Indonesia
- Eastern Energy - Thailand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Independent Power Producers Association of India
- Sakthi Sugars Limited - India
- Coastal Gujarat Power Limited - India
- Leighton Contractors Pty Ltd - Australia
- Electricity Generating Authority of Thailand
- PTC India Limited - India
- Bhoruka Overseas - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- South Luzon Thermal Energy Corporation
- Australian Commodity Traders Exchange
- LBH Netherlands Bv - Netherlands
- Maharashtra Electricity Regulatory Commission - India
- Bharathi Cement Corporation - India
- Indo Tambangraya Megah - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indian Oil Corporation Limited
- The Treasury - Australian Government
- Asmin Koalindo Tuhup - Indonesia
- Sree Jayajothi Cements Limited - India
- Directorate Of Revenue Intelligence - India
- Bhatia International Limited - India
- Star Paper Mills Limited - India
- Attock Cement Pakistan Limited
- Africa Commodities Group - South Africa
- Marubeni Corporation - India
- Ambuja Cements Ltd - India
- ASAPP Information Group - India
- Therma Luzon, Inc, Philippines
- Maheswari Brothers Coal Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Simpson Spence & Young - Indonesia
- Mintek Dendrill Indonesia
- Essar Steel Hazira Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Renaissance Capital - South Africa
- Semirara Mining and Power Corporation, Philippines
- Oldendorff Carriers - Singapore
- Madhucon Powers Ltd - India
- MS Steel International - UAE
- Makarim & Taira - Indonesia
- Ind-Barath Power Infra Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Antam Resourcindo - Indonesia
- Globalindo Alam Lestari - Indonesia
- Xindia Steels Limited - India
- Global Green Power PLC Corporation, Philippines
- Parry Sugars Refinery, India
- Chettinad Cement Corporation Ltd - India
- PNOC Exploration Corporation - Philippines
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