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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, 13 November 18
INDIA: POWER DEMAND UP; COAL STOCKS AT MINES AT A 5-YEAR LOW - FINANCIAL EXPRESS
Stocks at Coal India mines plunged to a five-year low of 21 million tonne (mt) in October, as a sudden surge in demand for the fuel from the power ...
Monday, 12 November 18
COAL BUSINESS REMAINS PROSPECTIVE - ANTARA
Coal business happened to be sluggish in the 2012-2015 period because coal prices in the world market fell sharply, but it has begun to crawl up si ...
Monday, 12 November 18
INDONESIA'S HBA ENDS DECLINE IN NOVEMBER
COALspot.com: The Ministry of Energy and Mineral Resources of the Republic of Indonesia has revised down the benchmark price of Indonesian thermal ...
Wednesday, 07 November 18
SHIPPING MARKET INSIGHT - VASILIS MOIRIS
This has been another active week in the second-hand market for both the dry bulk and tanker sectors. Buying interest has recently increased, which ...
Monday, 05 November 18
TIGHTER FUEL RULES COULD RAISE SHIPOWNERS' COSTS AND CAPEX - FITCH RATINGS
More stringent fuel regulations regarding sulphur content could significantly increase global shipping companies’ operating costs and capex n ...
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- Uttam Galva Steels Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Aditya Birla Group - India
- Ministry of Transport, Egypt
- Renaissance Capital - South Africa
- Lanco Infratech Ltd - India
- Electricity Generating Authority of Thailand
- Siam City Cement PLC, Thailand
- Pendopo Energi Batubara - Indonesia
- Energy Link Ltd, New Zealand
- Aboitiz Power Corporation - Philippines
- Holcim Trading Pte Ltd - Singapore
- Chettinad Cement Corporation Ltd - India
- Bukit Makmur.PT - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Formosa Plastics Group - Taiwan
- Simpson Spence & Young - Indonesia
- CIMB Investment Bank - Malaysia
- Carbofer General Trading SA - India
- TNB Fuel Sdn Bhd - Malaysia
- Straits Asia Resources Limited - Singapore
- Australian Coal Association
- Central Electricity Authority - India
- Ambuja Cements Ltd - India
- Meenaskhi Energy Private Limited - India
- Alfred C Toepfer International GmbH - Germany
- Australian Commodity Traders Exchange
- White Energy Company Limited
- Gujarat Mineral Development Corp Ltd - India
- Medco Energi Mining Internasional
- Tata Chemicals Ltd - India
- Bharathi Cement Corporation - India
- CNBM International Corporation - China
- Offshore Bulk Terminal Pte Ltd, Singapore
- Mintek Dendrill Indonesia
- Sakthi Sugars Limited - India
- Kepco SPC Power Corporation, Philippines
- Oldendorff Carriers - Singapore
- Grasim Industreis Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Gujarat Sidhee Cement - India
- Chamber of Mines of South Africa
- Indian Oil Corporation Limited
- Kohat Cement Company Ltd. - Pakistan
- Kapuas Tunggal Persada - Indonesia
- PNOC Exploration Corporation - Philippines
- LBH Netherlands Bv - Netherlands
- VISA Power Limited - India
- Mjunction Services Limited - India
- Globalindo Alam Lestari - Indonesia
- Tamil Nadu electricity Board
- Vizag Seaport Private Limited - India
- Dalmia Cement Bharat India
- Gujarat Electricity Regulatory Commission - India
- Kaltim Prima Coal - Indonesia
- Heidelberg Cement - Germany
- Metalloyd Limited - United Kingdom
- Kideco Jaya Agung - Indonesia
- Petron Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Posco Energy - South Korea
- PowerSource Philippines DevCo
- Intertek Mineral Services - Indonesia
- Electricity Authority, New Zealand
- Ministry of Mines - Canada
- GN Power Mariveles Coal Plant, Philippines
- Directorate Of Revenue Intelligence - India
- ASAPP Information Group - India
- Coal and Oil Company - UAE
- Savvy Resources Ltd - HongKong
- Minerals Council of Australia
- PetroVietnam Power Coal Import and Supply Company
- Karaikal Port Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Bhoruka Overseas - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Indo Tambangraya Megah - Indonesia
- GMR Energy Limited - India
- Jaiprakash Power Ventures ltd
- Kalimantan Lumbung Energi - Indonesia
- Thai Mozambique Logistica
- Marubeni Corporation - India
- Price Waterhouse Coopers - Russia
- Neyveli Lignite Corporation Ltd, - India
- IHS Mccloskey Coal Group - USA
- Global Coal Blending Company Limited - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Central Java Power - Indonesia
- Essar Steel Hazira Ltd - India
- Sree Jayajothi Cements Limited - India
- Borneo Indobara - Indonesia
- Parry Sugars Refinery, India
- Attock Cement Pakistan Limited
- Leighton Contractors Pty Ltd - Australia
- Kartika Selabumi Mining - Indonesia
- Singapore Mercantile Exchange
- Romanian Commodities Exchange
- Thiess Contractors Indonesia
- Economic Council, Georgia
- Sindya Power Generating Company Private Ltd
- McConnell Dowell - Australia
- Planning Commission, India
- London Commodity Brokers - England
- MS Steel International - UAE
- Bahari Cakrawala Sebuku - Indonesia
- Indian Energy Exchange, India
- Jindal Steel & Power Ltd - India
- Wilmar Investment Holdings
- Madhucon Powers Ltd - India
- Merrill Lynch Commodities Europe
- Timah Investasi Mineral - Indoneisa
- Eastern Coal Council - USA
- Cement Manufacturers Association - India
- Kobexindo Tractors - Indoneisa
- GAC Shipping (India) Pvt Ltd
- Global Green Power PLC Corporation, Philippines
- Semirara Mining Corp, Philippines
- Star Paper Mills Limited - India
- Georgia Ports Authority, United States
- Wood Mackenzie - Singapore
- Indogreen Group - Indonesia
- Siam City Cement - Thailand
- Sical Logistics Limited - India
- Latin American Coal - Colombia
- Bhatia International Limited - India
- The State Trading Corporation of India Ltd
- Salva Resources Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Goldman Sachs - Singapore
- Bulk Trading Sa - Switzerland
- New Zealand Coal & Carbon
- The Treasury - Australian Government
- Port Waratah Coal Services - Australia
- Indonesian Coal Mining Association
- Videocon Industries ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Bukit Baiduri Energy - Indonesia
- Orica Australia Pty. Ltd.
- Trasteel International SA, Italy
- Iligan Light & Power Inc, Philippines
- Energy Development Corp, Philippines
- ICICI Bank Limited - India
- Cigading International Bulk Terminal - Indonesia
- Bangladesh Power Developement Board
- Altura Mining Limited, Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Directorate General of MIneral and Coal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Ceylon Electricity Board - Sri Lanka
- Indika Energy - Indonesia
- Binh Thuan Hamico - Vietnam
- Deloitte Consulting - India
- Anglo American - United Kingdom
- Samtan Co., Ltd - South Korea
- Bayan Resources Tbk. - Indonesia
- Commonwealth Bank - Australia
- Malabar Cements Ltd - India
- Power Finance Corporation Ltd., India
- Meralco Power Generation, Philippines
- India Bulls Power Limited - India
- Rashtriya Ispat Nigam Limited - India
- Edison Trading Spa - Italy
- Independent Power Producers Association of India
- TeaM Sual Corporation - Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- SMC Global Power, Philippines
- Manunggal Multi Energi - Indonesia
- IEA Clean Coal Centre - UK
- Xindia Steels Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Mercuria Energy - Indonesia
- Riau Bara Harum - Indonesia
- Agrawal Coal Company - India
- Standard Chartered Bank - UAE
- OPG Power Generation Pvt Ltd - India
- SMG Consultants - Indonesia
- Interocean Group of Companies - India
- Krishnapatnam Port Company Ltd. - India
- Banpu Public Company Limited - Thailand
- Coastal Gujarat Power Limited - India
- Eastern Energy - Thailand
- Mercator Lines Limited - India
- Barasentosa Lestari - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Orica Mining Services - Indonesia
- Sojitz Corporation - Japan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bhushan Steel Limited - India
- Larsen & Toubro Limited - India
- Sarangani Energy Corporation, Philippines
- Antam Resourcindo - Indonesia
- Therma Luzon, Inc, Philippines
- AsiaOL BioFuels Corp., Philippines
- Makarim & Taira - Indonesia
- Parliament of New Zealand
- Semirara Mining and Power Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Kumho Petrochemical, South Korea
- Baramulti Group, Indonesia
- European Bulk Services B.V. - Netherlands
- Ministry of Finance - Indonesia
- GVK Power & Infra Limited - India
- International Coal Ventures Pvt Ltd - India
- Coalindo Energy - Indonesia
- Vedanta Resources Plc - India
- Global Business Power Corporation, Philippines
- Rio Tinto Coal - Australia
- San Jose City I Power Corp, Philippines
- Ind-Barath Power Infra Limited - India
- PTC India Limited - India
- Miang Besar Coal Terminal - Indonesia
- South Luzon Thermal Energy Corporation
- Toyota Tsusho Corporation, Japan
- Africa Commodities Group - South Africa
- The University of Queensland
- Billiton Holdings Pty Ltd - Australia
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