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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, 02 October 18
PANAMAX: A FURTHER RISE ACROSS ALL MAIN ROUTES THIS WEEK - ALLIED
Capesize
Finally an upward recovery was in sight in the spot market the past few days, after the prolonged negative pressure noted the weeks pr ...
Tuesday, 02 October 18
THE PRICE OF OIL CONTINUES ITS CLIMB AMIDST A SERIES OF CONCERNS REGARDING SUPPLY CONSTRAINTS - GEORGE LAZARIDIS
It has been a busy week for oil traders as the price of oil continues its climb amidst a series of concerns regarding supply constraints.
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Tuesday, 02 October 18
INDONESIA GETS READY TO MEET INCREASED COAL DEMAND FROM CHINA, FREIGHT TO RESPOND - MIKAL BOE
Indonesian coal suppliers have increased their domestic coal production target by 4.5 percent from a previous 485 million tonnes to a massive 507 m ...
Monday, 01 October 18
SUPRAMAX: A 56,000 DWT FIXED DELIVERY FOR A SURABAYA TRIP WITH REDELIVERY TO WEST COAST INDIA AT $13,500 - THE BALTIC BRIEFING
Capesize
A stop-start market for the big ships with many expectations and few fulfilled. Holidays curtailed trading early in the week, but the ...
Monday, 01 October 18
A NO-DEAL BREXIT WILL UNDOUBTEDLY HAVE CONSEQUENCES FOR IMPORTERS AND EXPORTERS - KATE JONES, THE BALTIC BRIEFING
If you live in the UK, you might be finding it difficult to get away from the Brexit debate. “Hard Brexit”, “soft Brexit”, ...
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- PowerSource Philippines DevCo
- SN Aboitiz Power Inc, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Rashtriya Ispat Nigam Limited - India
- Bulk Trading Sa - Switzerland
- Gujarat Electricity Regulatory Commission - India
- Directorate General of MIneral and Coal - Indonesia
- Energy Link Ltd, New Zealand
- Vizag Seaport Private Limited - India
- Planning Commission, India
- CNBM International Corporation - China
- Sindya Power Generating Company Private Ltd
- Malabar Cements Ltd - India
- Parliament of New Zealand
- ICICI Bank Limited - India
- White Energy Company Limited
- Posco Energy - South Korea
- Metalloyd Limited - United Kingdom
- Coastal Gujarat Power Limited - India
- Madhucon Powers Ltd - India
- Tamil Nadu electricity Board
- Indonesian Coal Mining Association
- Iligan Light & Power Inc, Philippines
- Larsen & Toubro Limited - India
- Deloitte Consulting - India
- GMR Energy Limited - India
- Bayan Resources Tbk. - Indonesia
- Kideco Jaya Agung - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- VISA Power Limited - India
- London Commodity Brokers - England
- SMG Consultants - Indonesia
- Jaiprakash Power Ventures ltd
- Indian Energy Exchange, India
- Meralco Power Generation, Philippines
- Carbofer General Trading SA - India
- Holcim Trading Pte Ltd - Singapore
- PNOC Exploration Corporation - Philippines
- Minerals Council of Australia
- Grasim Industreis Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Indika Energy - Indonesia
- Borneo Indobara - Indonesia
- Tata Chemicals Ltd - India
- Interocean Group of Companies - India
- The University of Queensland
- Kartika Selabumi Mining - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Mercator Lines Limited - India
- Ministry of Mines - Canada
- Attock Cement Pakistan Limited
- Gujarat Mineral Development Corp Ltd - India
- Power Finance Corporation Ltd., India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Thai Mozambique Logistica
- Independent Power Producers Association of India
- Intertek Mineral Services - Indonesia
- Indo Tambangraya Megah - Indonesia
- Coal and Oil Company - UAE
- Straits Asia Resources Limited - Singapore
- OPG Power Generation Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- LBH Netherlands Bv - Netherlands
- Uttam Galva Steels Limited - India
- Central Java Power - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- Agrawal Coal Company - India
- Savvy Resources Ltd - HongKong
- Alfred C Toepfer International GmbH - Germany
- Petron Corporation, Philippines
- The State Trading Corporation of India Ltd
- Sakthi Sugars Limited - India
- Eastern Coal Council - USA
- Sical Logistics Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- MS Steel International - UAE
- Makarim & Taira - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Barasentosa Lestari - Indonesia
- Sree Jayajothi Cements Limited - India
- Wilmar Investment Holdings
- Ambuja Cements Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- India Bulls Power Limited - India
- Aboitiz Power Corporation - Philippines
- Lanco Infratech Ltd - India
- Parry Sugars Refinery, India
- Africa Commodities Group - South Africa
- Karaikal Port Pvt Ltd - India
- Sojitz Corporation - Japan
- ASAPP Information Group - India
- Rio Tinto Coal - Australia
- Singapore Mercantile Exchange
- Bhoruka Overseas - Indonesia
- GAC Shipping (India) Pvt Ltd
- Sarangani Energy Corporation, Philippines
- Siam City Cement - Thailand
- SMC Global Power, Philippines
- Simpson Spence & Young - Indonesia
- Therma Luzon, Inc, Philippines
- New Zealand Coal & Carbon
- Asmin Koalindo Tuhup - Indonesia
- McConnell Dowell - Australia
- Bangladesh Power Developement Board
- Ceylon Electricity Board - Sri Lanka
- Economic Council, Georgia
- Karbindo Abesyapradhi - Indoneisa
- Coalindo Energy - Indonesia
- Chettinad Cement Corporation Ltd - India
- South Luzon Thermal Energy Corporation
- Billiton Holdings Pty Ltd - Australia
- GVK Power & Infra Limited - India
- PetroVietnam Power Coal Import and Supply Company
- San Jose City I Power Corp, Philippines
- Oldendorff Carriers - Singapore
- Eastern Energy - Thailand
- Thiess Contractors Indonesia
- Renaissance Capital - South Africa
- Petrochimia International Co. Ltd.- Taiwan
- Kepco SPC Power Corporation, Philippines
- PTC India Limited - India
- Salva Resources Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Semirara Mining and Power Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Directorate Of Revenue Intelligence - India
- Goldman Sachs - Singapore
- Orica Mining Services - Indonesia
- Central Electricity Authority - India
- Georgia Ports Authority, United States
- Electricity Authority, New Zealand
- Standard Chartered Bank - UAE
- Riau Bara Harum - Indonesia
- Essar Steel Hazira Ltd - India
- Indogreen Group - Indonesia
- Bukit Makmur.PT - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Gujarat Sidhee Cement - India
- Siam City Cement PLC, Thailand
- Pendopo Energi Batubara - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Chamber of Mines of South Africa
- Edison Trading Spa - Italy
- International Coal Ventures Pvt Ltd - India
- Kumho Petrochemical, South Korea
- IHS Mccloskey Coal Group - USA
- Manunggal Multi Energi - Indonesia
- Mercuria Energy - Indonesia
- Merrill Lynch Commodities Europe
- Mintek Dendrill Indonesia
- Ind-Barath Power Infra Limited - India
- TeaM Sual Corporation - Philippines
- Port Waratah Coal Services - Australia
- Kobexindo Tractors - Indoneisa
- Bahari Cakrawala Sebuku - Indonesia
- Anglo American - United Kingdom
- Altura Mining Limited, Indonesia
- Dalmia Cement Bharat India
- Heidelberg Cement - Germany
- Antam Resourcindo - Indonesia
- Global Green Power PLC Corporation, Philippines
- Romanian Commodities Exchange
- Vedanta Resources Plc - India
- Orica Australia Pty. Ltd.
- Bhatia International Limited - India
- Mjunction Services Limited - India
- Ministry of Transport, Egypt
- Cement Manufacturers Association - India
- The Treasury - Australian Government
- Bhushan Steel Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Timah Investasi Mineral - Indoneisa
- GN Power Mariveles Coal Plant, Philippines
- Bharathi Cement Corporation - India
- Latin American Coal - Colombia
- Star Paper Mills Limited - India
- Wood Mackenzie - Singapore
- Binh Thuan Hamico - Vietnam
- Medco Energi Mining Internasional
- Kapuas Tunggal Persada - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Semirara Mining Corp, Philippines
- Baramulti Group, Indonesia
- IEA Clean Coal Centre - UK
- Australian Coal Association
- Global Coal Blending Company Limited - Australia
- Videocon Industries ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Cigading International Bulk Terminal - Indonesia
- Australian Commodity Traders Exchange
- Aditya Birla Group - India
- Xindia Steels Limited - India
- Samtan Co., Ltd - South Korea
- Banpu Public Company Limited - Thailand
- Ministry of Finance - Indonesia
- Maheswari Brothers Coal Limited - India
- Meenaskhi Energy Private Limited - India
- Indian Oil Corporation Limited
- Electricity Generating Authority of Thailand
- CIMB Investment Bank - Malaysia
- Price Waterhouse Coopers - Russia
- Kaltim Prima Coal - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- AsiaOL BioFuels Corp., Philippines
- European Bulk Services B.V. - Netherlands
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Energy Development Corp, Philippines
- Commonwealth Bank - Australia
- Bukit Baiduri Energy - Indonesia
- Globalindo Alam Lestari - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Marubeni Corporation - India
- Trasteel International SA, Italy
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