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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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Wednesday, 24 October 18
CHINESE POWER PLANT STOCKPILES AT HIGHEST LEVEL SINCE 2015 - JEFFREY LANDSBERG
Chinese power plant coal stockpiles have climbed to approximately 83.3 million tons as of the middle of this month, said Jeffrey Landsberg in his e ...
Tuesday, 23 October 18
WILL THE U.S. COAL DECLINE CONTINUE? - FORBES
What’s Trump’s new coal proposal?
Adding to its controversial plan to leverage federal authority to keep retiring baselo ...
Monday, 22 October 18
CONTINUED HIGH LNG PRICES; TRADE WAR IMPACT LIMITED - FITCH RATINGS
Fitch Ratings expects sustained high spot liquefied natural gas (LNG) and contract prices over the next two quarters on limited investment in LNG e ...
Monday, 22 October 18
WINTER OIL MARKET OUTLOOK - OPEC
The oil market in the winter season is generally characterized by demand for diesel, particularly in the northern hemisphere, leaving product marke ...
Saturday, 20 October 18
PANAMAX: THE PACIFIC SAW A LARGE VOLUME OF FIXING, WITH INDONESIA AGAIN THE DRIVING FORCE - THE BALTIC BRIEFING
Capesize
A positive end to last week after a shaky start, with a Coaltrans taking participants out of the market early on and with rates slippi ...
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- Interocean Group of Companies - India
- Carbofer General Trading SA - India
- Planning Commission, India
- Cement Manufacturers Association - India
- Electricity Authority, New Zealand
- Mercuria Energy - Indonesia
- PTC India Limited - India
- Savvy Resources Ltd - HongKong
- Trasteel International SA, Italy
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Tamil Nadu electricity Board
- Chettinad Cement Corporation Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Wood Mackenzie - Singapore
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GAC Shipping (India) Pvt Ltd
- Holcim Trading Pte Ltd - Singapore
- Baramulti Group, Indonesia
- Therma Luzon, Inc, Philippines
- Australian Coal Association
- Orica Australia Pty. Ltd.
- Kobexindo Tractors - Indoneisa
- ICICI Bank Limited - India
- Standard Chartered Bank - UAE
- Bukit Makmur.PT - Indonesia
- Petron Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Ministry of Transport, Egypt
- Mintek Dendrill Indonesia
- Iligan Light & Power Inc, Philippines
- IHS Mccloskey Coal Group - USA
- VISA Power Limited - India
- Coastal Gujarat Power Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Bukit Baiduri Energy - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Orica Mining Services - Indonesia
- Ministry of Finance - Indonesia
- Sarangani Energy Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Manunggal Multi Energi - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Minerals Council of Australia
- San Jose City I Power Corp, Philippines
- Meralco Power Generation, Philippines
- Oldendorff Carriers - Singapore
- Sojitz Corporation - Japan
- Bhatia International Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- GMR Energy Limited - India
- Leighton Contractors Pty Ltd - Australia
- Medco Energi Mining Internasional
- Kohat Cement Company Ltd. - Pakistan
- Attock Cement Pakistan Limited
- Binh Thuan Hamico - Vietnam
- Global Coal Blending Company Limited - Australia
- Rashtriya Ispat Nigam Limited - India
- Indian Oil Corporation Limited
- Africa Commodities Group - South Africa
- Dalmia Cement Bharat India
- White Energy Company Limited
- Pendopo Energi Batubara - Indonesia
- Thiess Contractors Indonesia
- Heidelberg Cement - Germany
- Agrawal Coal Company - India
- Bulk Trading Sa - Switzerland
- SMG Consultants - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Global Green Power PLC Corporation, Philippines
- Renaissance Capital - South Africa
- The State Trading Corporation of India Ltd
- Karaikal Port Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Maheswari Brothers Coal Limited - India
- Videocon Industries ltd - India
- McConnell Dowell - Australia
- Sinarmas Energy and Mining - Indonesia
- Price Waterhouse Coopers - Russia
- Kapuas Tunggal Persada - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Latin American Coal - Colombia
- Goldman Sachs - Singapore
- CIMB Investment Bank - Malaysia
- The University of Queensland
- Bahari Cakrawala Sebuku - Indonesia
- Timah Investasi Mineral - Indoneisa
- Billiton Holdings Pty Ltd - Australia
- AsiaOL BioFuels Corp., Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Maharashtra Electricity Regulatory Commission - India
- Directorate General of MIneral and Coal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Georgia Ports Authority, United States
- Miang Besar Coal Terminal - Indonesia
- Central Electricity Authority - India
- Jindal Steel & Power Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Electricity Generating Authority of Thailand
- Barasentosa Lestari - Indonesia
- Edison Trading Spa - Italy
- Energy Link Ltd, New Zealand
- Mjunction Services Limited - India
- Bhoruka Overseas - Indonesia
- Marubeni Corporation - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Romanian Commodities Exchange
- Kaltim Prima Coal - Indonesia
- Intertek Mineral Services - Indonesia
- Siam City Cement - Thailand
- ASAPP Information Group - India
- Cigading International Bulk Terminal - Indonesia
- Larsen & Toubro Limited - India
- Bharathi Cement Corporation - India
- Siam City Cement PLC, Thailand
- Banpu Public Company Limited - Thailand
- OPG Power Generation Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- European Bulk Services B.V. - Netherlands
- Essar Steel Hazira Ltd - India
- Semirara Mining Corp, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Krishnapatnam Port Company Ltd. - India
- Aboitiz Power Corporation - Philippines
- Jaiprakash Power Ventures ltd
- Sakthi Sugars Limited - India
- Eastern Coal Council - USA
- Singapore Mercantile Exchange
- South Luzon Thermal Energy Corporation
- The Treasury - Australian Government
- Semirara Mining and Power Corporation, Philippines
- Indogreen Group - Indonesia
- Anglo American - United Kingdom
- Central Java Power - Indonesia
- New Zealand Coal & Carbon
- Eastern Energy - Thailand
- Indian Energy Exchange, India
- Petrochimia International Co. Ltd.- Taiwan
- Aditya Birla Group - India
- Uttam Galva Steels Limited - India
- Vizag Seaport Private Limited - India
- PowerSource Philippines DevCo
- Posco Energy - South Korea
- Ambuja Cements Ltd - India
- Formosa Plastics Group - Taiwan
- Coal and Oil Company - UAE
- Ministry of Mines - Canada
- Globalindo Alam Lestari - Indonesia
- Thai Mozambique Logistica
- Samtan Co., Ltd - South Korea
- Bayan Resources Tbk. - Indonesia
- Parry Sugars Refinery, India
- Gujarat Electricity Regulatory Commission - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Rio Tinto Coal - Australia
- Altura Mining Limited, Indonesia
- Kepco SPC Power Corporation, Philippines
- Bhushan Steel Limited - India
- Salva Resources Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- SN Aboitiz Power Inc, Philippines
- Mercator Lines Limited - India
- PNOC Exploration Corporation - Philippines
- Tata Chemicals Ltd - India
- Kartika Selabumi Mining - Indonesia
- India Bulls Power Limited - India
- Sree Jayajothi Cements Limited - India
- LBH Netherlands Bv - Netherlands
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kumho Petrochemical, South Korea
- Simpson Spence & Young - Indonesia
- Xindia Steels Limited - India
- TeaM Sual Corporation - Philippines
- Toyota Tsusho Corporation, Japan
- IEA Clean Coal Centre - UK
- Bangladesh Power Developement Board
- Pipit Mutiara Jaya. PT, Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- MS Steel International - UAE
- Madhucon Powers Ltd - India
- Australian Commodity Traders Exchange
- Borneo Indobara - Indonesia
- Ind-Barath Power Infra Limited - India
- Power Finance Corporation Ltd., India
- Gujarat Sidhee Cement - India
- London Commodity Brokers - England
- Sical Logistics Limited - India
- International Coal Ventures Pvt Ltd - India
- Economic Council, Georgia
- Malabar Cements Ltd - India
- Antam Resourcindo - Indonesia
- Vedanta Resources Plc - India
- SMC Global Power, Philippines
- Sindya Power Generating Company Private Ltd
- Star Paper Mills Limited - India
- Wilmar Investment Holdings
- Grasim Industreis Ltd - India
- Indika Energy - Indonesia
- Merrill Lynch Commodities Europe
- Ceylon Electricity Board - Sri Lanka
- Port Waratah Coal Services - Australia
- Directorate Of Revenue Intelligence - India
- Indo Tambangraya Megah - Indonesia
- Independent Power Producers Association of India
- Lanco Infratech Ltd - India
- Deloitte Consulting - India
- Alfred C Toepfer International GmbH - Germany
- Coalindo Energy - Indonesia
- Commonwealth Bank - Australia
- Makarim & Taira - Indonesia
- Indonesian Coal Mining Association
- Energy Development Corp, Philippines
- Chamber of Mines of South Africa
- Global Business Power Corporation, Philippines
- GVK Power & Infra Limited - India
- CNBM International Corporation - China
- Parliament of New Zealand
- Kideco Jaya Agung - Indonesia
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