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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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Monday, 19 November 18
SUPRAMAX: THE BSI CONTINUED TO FALL LAST WEEK, ESPECIALLY THE ASIAN ROUTES - BALTIC BRIEFING
Capesize
After a cut throat couple of weeks, the market finally appeared to have found a floor and rates ticked up. Those analysts that predict ...
Sunday, 18 November 18
COAL STOCKS IN A THIRD OF NTPC PLANTS CLOSE TO NIL - FINANCIAL EXPRESS
Coal supply shortage continues to haunt NTPC, the country’s largest power generator, with latest government data showing 31% of the company&r ...
Thursday, 15 November 18
OIL MARKET REPORT: HEEDING THE WARNINGS - IEA
In last month’s Report, we noted that since the middle of the year oil supply had increased sharply, with gains in the Middle East, Russia an ...
Wednesday, 14 November 18
BIMCO ADOPTS 2020 BUNKER CLAUSES
BIMCO has developed two 2020 bunker clauses that deal with general compliance and the transitional period for an early December release.
...
Wednesday, 14 November 18
SHIPPING MARKET INSIGHT - KONSTANTINOS KONTOMICHIS
The shipping industry is going through an interesting period across all markets. Since the end of last year, the Dry Baltic Index has been showing ...
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- The University of Queensland
- Eastern Energy - Thailand
- Salva Resources Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Petron Corporation, Philippines
- Goldman Sachs - Singapore
- GVK Power & Infra Limited - India
- Aditya Birla Group - India
- Karaikal Port Pvt Ltd - India
- Indonesian Coal Mining Association
- Mintek Dendrill Indonesia
- Thai Mozambique Logistica
- Coalindo Energy - Indonesia
- Economic Council, Georgia
- Meenaskhi Energy Private Limited - India
- VISA Power Limited - India
- Heidelberg Cement - Germany
- Price Waterhouse Coopers - Russia
- New Zealand Coal & Carbon
- South Luzon Thermal Energy Corporation
- The State Trading Corporation of India Ltd
- Bhatia International Limited - India
- Power Finance Corporation Ltd., India
- IEA Clean Coal Centre - UK
- Ambuja Cements Ltd - India
- Medco Energi Mining Internasional
- Global Coal Blending Company Limited - Australia
- Deloitte Consulting - India
- Latin American Coal - Colombia
- Barasentosa Lestari - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Gujarat Sidhee Cement - India
- Karbindo Abesyapradhi - Indoneisa
- Iligan Light & Power Inc, Philippines
- European Bulk Services B.V. - Netherlands
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Marubeni Corporation - India
- Merrill Lynch Commodities Europe
- Globalindo Alam Lestari - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Bukit Baiduri Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- The Treasury - Australian Government
- Therma Luzon, Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- Sakthi Sugars Limited - India
- GMR Energy Limited - India
- Sindya Power Generating Company Private Ltd
- Trasteel International SA, Italy
- Bhushan Steel Limited - India
- Siam City Cement PLC, Thailand
- Mercuria Energy - Indonesia
- Sojitz Corporation - Japan
- Interocean Group of Companies - India
- GAC Shipping (India) Pvt Ltd
- Ministry of Mines - Canada
- LBH Netherlands Bv - Netherlands
- Savvy Resources Ltd - HongKong
- Riau Bara Harum - Indonesia
- Kideco Jaya Agung - Indonesia
- OPG Power Generation Pvt Ltd - India
- Chamber of Mines of South Africa
- Edison Trading Spa - Italy
- Standard Chartered Bank - UAE
- Videocon Industries ltd - India
- Semirara Mining Corp, Philippines
- Attock Cement Pakistan Limited
- Bhoruka Overseas - Indonesia
- Indian Energy Exchange, India
- Central Java Power - Indonesia
- Sarangani Energy Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Rashtriya Ispat Nigam Limited - India
- Port Waratah Coal Services - Australia
- Mercator Lines Limited - India
- Malabar Cements Ltd - India
- CIMB Investment Bank - Malaysia
- Kohat Cement Company Ltd. - Pakistan
- Sinarmas Energy and Mining - Indonesia
- Metalloyd Limited - United Kingdom
- Minerals Council of Australia
- Planning Commission, India
- Posco Energy - South Korea
- Pendopo Energi Batubara - Indonesia
- Coal and Oil Company - UAE
- Parliament of New Zealand
- PTC India Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- White Energy Company Limited
- Pipit Mutiara Jaya. PT, Indonesia
- Vizag Seaport Private Limited - India
- Bayan Resources Tbk. - Indonesia
- Coastal Gujarat Power Limited - India
- Manunggal Multi Energi - Indonesia
- Directorate Of Revenue Intelligence - India
- Intertek Mineral Services - Indonesia
- Kartika Selabumi Mining - Indonesia
- Ministry of Finance - Indonesia
- Oldendorff Carriers - Singapore
- Energy Link Ltd, New Zealand
- Timah Investasi Mineral - Indoneisa
- Asmin Koalindo Tuhup - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Bangladesh Power Developement Board
- SMC Global Power, Philippines
- Renaissance Capital - South Africa
- Bulk Trading Sa - Switzerland
- ICICI Bank Limited - India
- Meralco Power Generation, Philippines
- Xindia Steels Limited - India
- Thiess Contractors Indonesia
- Samtan Co., Ltd - South Korea
- Independent Power Producers Association of India
- Tata Chemicals Ltd - India
- Orica Mining Services - Indonesia
- Grasim Industreis Ltd - India
- Wood Mackenzie - Singapore
- Krishnapatnam Port Company Ltd. - India
- Africa Commodities Group - South Africa
- Straits Asia Resources Limited - Singapore
- Siam City Cement - Thailand
- Essar Steel Hazira Ltd - India
- PowerSource Philippines DevCo
- Maheswari Brothers Coal Limited - India
- Eastern Coal Council - USA
- Lanco Infratech Ltd - India
- Ind-Barath Power Infra Limited - India
- Dalmia Cement Bharat India
- Romanian Commodities Exchange
- San Jose City I Power Corp, Philippines
- Makarim & Taira - Indonesia
- Tamil Nadu electricity Board
- Bukit Makmur.PT - Indonesia
- Global Business Power Corporation, Philippines
- Indogreen Group - Indonesia
- Electricity Authority, New Zealand
- Wilmar Investment Holdings
- ASAPP Information Group - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Altura Mining Limited, Indonesia
- Antam Resourcindo - Indonesia
- Indian Oil Corporation Limited
- MS Steel International - UAE
- Star Paper Mills Limited - India
- SN Aboitiz Power Inc, Philippines
- Leighton Contractors Pty Ltd - Australia
- Kapuas Tunggal Persada - Indonesia
- Bharathi Cement Corporation - India
- IHS Mccloskey Coal Group - USA
- Banpu Public Company Limited - Thailand
- Georgia Ports Authority, United States
- Sical Logistics Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Indika Energy - Indonesia
- Rio Tinto Coal - Australia
- Alfred C Toepfer International GmbH - Germany
- Madhucon Powers Ltd - India
- McConnell Dowell - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Formosa Plastics Group - Taiwan
- Vedanta Resources Plc - India
- Mjunction Services Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Parry Sugars Refinery, India
- Ceylon Electricity Board - Sri Lanka
- Agrawal Coal Company - India
- London Commodity Brokers - England
- Kalimantan Lumbung Energi - Indonesia
- Sree Jayajothi Cements Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indo Tambangraya Megah - Indonesia
- Central Electricity Authority - India
- International Coal Ventures Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Kaltim Prima Coal - Indonesia
- CNBM International Corporation - China
- Australian Coal Association
- Larsen & Toubro Limited - India
- Binh Thuan Hamico - Vietnam
- Simpson Spence & Young - Indonesia
- PNOC Exploration Corporation - Philippines
- GN Power Mariveles Coal Plant, Philippines
- Toyota Tsusho Corporation, Japan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Billiton Holdings Pty Ltd - Australia
- Electricity Generating Authority of Thailand
- Orica Australia Pty. Ltd.
- Uttam Galva Steels Limited - India
- Baramulti Group, Indonesia
- Cement Manufacturers Association - India
- Jaiprakash Power Ventures ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ministry of Transport, Egypt
- Directorate General of MIneral and Coal - Indonesia
- Chettinad Cement Corporation Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- India Bulls Power Limited - India
- Anglo American - United Kingdom
- Commonwealth Bank - Australia
- Maharashtra Electricity Regulatory Commission - India
- Energy Development Corp, Philippines
- Singapore Mercantile Exchange
- SMG Consultants - Indonesia
- TeaM Sual Corporation - Philippines
- Kobexindo Tractors - Indoneisa
- Kumho Petrochemical, South Korea
- Gujarat Electricity Regulatory Commission - India
- Carbofer General Trading SA - India
- Borneo Indobara - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Aboitiz Power Corporation - Philippines
- PetroVietnam Power Coal Import and Supply Company
- Miang Besar Coal Terminal - Indonesia
- Australian Commodity Traders Exchange
- Cigading International Bulk Terminal - Indonesia
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