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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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Thursday, 09 August 18
RIO TINTO COMPLETES SALE OF REMAINING COAL ASSETS
Rio Tinto has completed the sale of its remaining coal assets in Queensland, Australia, for $3.95 billion.
According to a noted post ...
Wednesday, 08 August 18
CHINA DEMANDS PREMIUM IRON ORE, COAL; MINERS MIXED IMPACT - FITCH RATINGS
China’s stricter environmental regulations and structural changes in its steelmaking industry boosts ongoing demand for high-quality iron ore ...
Wednesday, 08 August 18
SHIPPING MARKET INSIGHT - CHRISTOPHER WHITTY
Singapore's shipyard business has evolved over the decades, from shipbuilding and repairs to rig building. It's now evolving again, to cate ...
Friday, 03 August 18
PHEW! ASIA, EUROPE HEATWAVE PUSHES AUSTRALIA COAL PRICES TO 6-YEAR HIGH: REUTERS
Australian thermal coal prices have hit fresh six-year highs as a heatwave across the northern hemisphere has triggered a spike in demand for coal- ...
Friday, 03 August 18
HBA HAS RISEN 28.41 PER CENT IN A YEAR TO BE AT THEIR HIGHEST LEVELS SINCE JANUARY 2012
COALspot.com: The benchmark price of Indonesian thermal coal has risen 28.41 per cent in a year to be at their highest levels since January 2012.&n ...
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- Malabar Cements Ltd - India
- Global Coal Blending Company Limited - Australia
- Kartika Selabumi Mining - Indonesia
- Central Java Power - Indonesia
- Salva Resources Pvt Ltd - India
- Indian Oil Corporation Limited
- Sinarmas Energy and Mining - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Barasentosa Lestari - Indonesia
- Intertek Mineral Services - Indonesia
- Port Waratah Coal Services - Australia
- Simpson Spence & Young - Indonesia
- Borneo Indobara - Indonesia
- Meenaskhi Energy Private Limited - India
- Bangladesh Power Developement Board
- Deloitte Consulting - India
- Edison Trading Spa - Italy
- Central Electricity Authority - India
- The University of Queensland
- Merrill Lynch Commodities Europe
- PNOC Exploration Corporation - Philippines
- Pendopo Energi Batubara - Indonesia
- Mjunction Services Limited - India
- Vizag Seaport Private Limited - India
- Asmin Koalindo Tuhup - Indonesia
- The Treasury - Australian Government
- Romanian Commodities Exchange
- European Bulk Services B.V. - Netherlands
- Kapuas Tunggal Persada - Indonesia
- Thai Mozambique Logistica
- South Luzon Thermal Energy Corporation
- Bank of Tokyo Mitsubishi UFJ Ltd
- Jaiprakash Power Ventures ltd
- Lanco Infratech Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Petrochimia International Co. Ltd.- Taiwan
- Standard Chartered Bank - UAE
- Samtan Co., Ltd - South Korea
- Heidelberg Cement - Germany
- Bukit Makmur.PT - Indonesia
- Jindal Steel & Power Ltd - India
- VISA Power Limited - India
- CIMB Investment Bank - Malaysia
- Metalloyd Limited - United Kingdom
- CNBM International Corporation - China
- Kalimantan Lumbung Energi - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Orica Mining Services - Indonesia
- Krishnapatnam Port Company Ltd. - India
- White Energy Company Limited
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Africa Commodities Group - South Africa
- OPG Power Generation Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Riau Bara Harum - Indonesia
- Alfred C Toepfer International GmbH - Germany
- GVK Power & Infra Limited - India
- Videocon Industries ltd - India
- Therma Luzon, Inc, Philippines
- Uttam Galva Steels Limited - India
- Madhucon Powers Ltd - India
- Ind-Barath Power Infra Limited - India
- Agrawal Coal Company - India
- Sindya Power Generating Company Private Ltd
- Sakthi Sugars Limited - India
- Indo Tambangraya Megah - Indonesia
- Aditya Birla Group - India
- Eastern Energy - Thailand
- Grasim Industreis Ltd - India
- Australian Coal Association
- Formosa Plastics Group - Taiwan
- Cement Manufacturers Association - India
- GAC Shipping (India) Pvt Ltd
- Larsen & Toubro Limited - India
- India Bulls Power Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Bhushan Steel Limited - India
- Attock Cement Pakistan Limited
- SN Aboitiz Power Inc, Philippines
- Bukit Baiduri Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- Petron Corporation, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Indogreen Group - Indonesia
- Energy Link Ltd, New Zealand
- PowerSource Philippines DevCo
- Commonwealth Bank - Australia
- IHS Mccloskey Coal Group - USA
- Straits Asia Resources Limited - Singapore
- Singapore Mercantile Exchange
- Parry Sugars Refinery, India
- Baramulti Group, Indonesia
- Electricity Generating Authority of Thailand
- Directorate Of Revenue Intelligence - India
- Cigading International Bulk Terminal - Indonesia
- Medco Energi Mining Internasional
- Global Green Power PLC Corporation, Philippines
- Carbofer General Trading SA - India
- Jorong Barutama Greston.PT - Indonesia
- Energy Development Corp, Philippines
- MS Steel International - UAE
- SMC Global Power, Philippines
- Vedanta Resources Plc - India
- Timah Investasi Mineral - Indoneisa
- Sree Jayajothi Cements Limited - India
- Interocean Group of Companies - India
- Siam City Cement - Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- Independent Power Producers Association of India
- Posco Energy - South Korea
- Electricity Authority, New Zealand
- Sical Logistics Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Wilmar Investment Holdings
- Renaissance Capital - South Africa
- Eastern Coal Council - USA
- Bulk Trading Sa - Switzerland
- Economic Council, Georgia
- TeaM Sual Corporation - Philippines
- PetroVietnam Power Coal Import and Supply Company
- Banpu Public Company Limited - Thailand
- TNB Fuel Sdn Bhd - Malaysia
- Mintek Dendrill Indonesia
- Power Finance Corporation Ltd., India
- Kaltim Prima Coal - Indonesia
- McConnell Dowell - Australia
- ICICI Bank Limited - India
- Billiton Holdings Pty Ltd - Australia
- Oldendorff Carriers - Singapore
- Orica Australia Pty. Ltd.
- Holcim Trading Pte Ltd - Singapore
- Australian Commodity Traders Exchange
- Global Business Power Corporation, Philippines
- Tamil Nadu electricity Board
- Bhoruka Overseas - Indonesia
- Aboitiz Power Corporation - Philippines
- Bayan Resources Tbk. - Indonesia
- IEA Clean Coal Centre - UK
- Coalindo Energy - Indonesia
- Coastal Gujarat Power Limited - India
- GMR Energy Limited - India
- Altura Mining Limited, Indonesia
- Parliament of New Zealand
- Kobexindo Tractors - Indoneisa
- Indika Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- Meralco Power Generation, Philippines
- Xindia Steels Limited - India
- Miang Besar Coal Terminal - Indonesia
- Kideco Jaya Agung - Indonesia
- Globalindo Alam Lestari - Indonesia
- The State Trading Corporation of India Ltd
- Chamber of Mines of South Africa
- Manunggal Multi Energi - Indonesia
- PTC India Limited - India
- Goldman Sachs - Singapore
- Trasteel International SA, Italy
- GN Power Mariveles Coal Plant, Philippines
- Gujarat Electricity Regulatory Commission - India
- International Coal Ventures Pvt Ltd - India
- Ministry of Finance - Indonesia
- Minerals Council of Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Ambuja Cements Ltd - India
- Ministry of Transport, Egypt
- SMG Consultants - Indonesia
- Coal and Oil Company - UAE
- Planning Commission, India
- Leighton Contractors Pty Ltd - Australia
- Savvy Resources Ltd - HongKong
- Wood Mackenzie - Singapore
- Ceylon Electricity Board - Sri Lanka
- Mercator Lines Limited - India
- Rashtriya Ispat Nigam Limited - India
- Siam City Cement PLC, Thailand
- Semirara Mining and Power Corporation, Philippines
- San Jose City I Power Corp, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Marubeni Corporation - India
- Essar Steel Hazira Ltd - India
- Ministry of Mines - Canada
- Dalmia Cement Bharat India
- Latin American Coal - Colombia
- Rio Tinto Coal - Australia
- Indian Energy Exchange, India
- Bhatia International Limited - India
- Karaikal Port Pvt Ltd - India
- Anglo American - United Kingdom
- Thiess Contractors Indonesia
- ASAPP Information Group - India
- Kumho Petrochemical, South Korea
- Sojitz Corporation - Japan
- Antam Resourcindo - Indonesia
- Mercuria Energy - Indonesia
- Tata Chemicals Ltd - India
- New Zealand Coal & Carbon
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sarangani Energy Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Semirara Mining Corp, Philippines
- Georgia Ports Authority, United States
- Makarim & Taira - Indonesia
- Bharathi Cement Corporation - India
- Gujarat Sidhee Cement - India
- Vijayanagar Sugar Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Star Paper Mills Limited - India
- Chettinad Cement Corporation Ltd - India
- Indonesian Coal Mining Association
- Price Waterhouse Coopers - Russia
- Toyota Tsusho Corporation, Japan
- London Commodity Brokers - England
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