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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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Saturday, 28 July 18
GOVERNMENT TO REVOKE COAL PRICE CAP POLICY - JP
The government plans to revise its domestic market obligation (DMO) on coal price next week during a high-level meeting with President Joko “ ...
Thursday, 26 July 18
A SUPRAMAX IS NOW PAID AROUND USD 21,500 FOR LOADING IN THE US GULF WITH DISCHARGE IN THE FAR EAST - FEARNLEYS
Cape
There has been a relatively strong summer period so far, and there is a strong week we have left behind us.
In the Pa ...
Thursday, 26 July 18
ASEAN COAL IMPORTS INCREASED IN 2Q' 18 COMPARED TO THE PRIOR YEAR; THIS TREND TO CONTINUE AS 56 GIGAWATTS OF NEW COAL PLANTS IN 24 COUNTRIES WORLDWIDE ARE EXPECTED TO COME ONLINE IN 2018 - PEABODY
Peabody announced its second quarter 2018 operating results, including revenues of $1.31 billion, income from continuing operations, net of income ...
Wednesday, 25 July 18
COAL MINER BUKIT ASAM'S PROFIT GROWS 50% IN FIRST HALF - JP
Coal miner Bukit Asam announced 50 percent profit growth to Rp 2.58 trillion (US$177.33 million) in the first half of 2018, on the back of a coal-p ...
Wednesday, 25 July 18
TANKER MARKET INSIGHT - DIMITRIS KOURTESIS
We are now into the second half of 2018, which so far has not been a fruitful year for tankers. With 2020 quickly approaching we need to consider t ...
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- Bhoruka Overseas - Indonesia
- The State Trading Corporation of India Ltd
- Sarangani Energy Corporation, Philippines
- San Jose City I Power Corp, Philippines
- Toyota Tsusho Corporation, Japan
- Thai Mozambique Logistica
- Directorate General of MIneral and Coal - Indonesia
- Salva Resources Pvt Ltd - India
- Australian Coal Association
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Jaiprakash Power Ventures ltd
- Maharashtra Electricity Regulatory Commission - India
- Merrill Lynch Commodities Europe
- Rashtriya Ispat Nigam Limited - India
- Kapuas Tunggal Persada - Indonesia
- Indika Energy - Indonesia
- Mercator Lines Limited - India
- Iligan Light & Power Inc, Philippines
- CNBM International Corporation - China
- Coalindo Energy - Indonesia
- Price Waterhouse Coopers - Russia
- Manunggal Multi Energi - Indonesia
- Intertek Mineral Services - Indonesia
- Anglo American - United Kingdom
- Straits Asia Resources Limited - Singapore
- Ind-Barath Power Infra Limited - India
- Malabar Cements Ltd - India
- Ministry of Finance - Indonesia
- Energy Link Ltd, New Zealand
- LBH Netherlands Bv - Netherlands
- SMG Consultants - Indonesia
- Global Green Power PLC Corporation, Philippines
- Medco Energi Mining Internasional
- Gujarat Electricity Regulatory Commission - India
- Pipit Mutiara Jaya. PT, Indonesia
- AsiaOL BioFuels Corp., Philippines
- SN Aboitiz Power Inc, Philippines
- Essar Steel Hazira Ltd - India
- Wood Mackenzie - Singapore
- Borneo Indobara - Indonesia
- Formosa Plastics Group - Taiwan
- Karbindo Abesyapradhi - Indoneisa
- Binh Thuan Hamico - Vietnam
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- GVK Power & Infra Limited - India
- The University of Queensland
- European Bulk Services B.V. - Netherlands
- Kumho Petrochemical, South Korea
- Planning Commission, India
- Kobexindo Tractors - Indoneisa
- Gujarat Sidhee Cement - India
- Energy Development Corp, Philippines
- Electricity Authority, New Zealand
- Altura Mining Limited, Indonesia
- Simpson Spence & Young - Indonesia
- Antam Resourcindo - Indonesia
- Orica Australia Pty. Ltd.
- Makarim & Taira - Indonesia
- Coastal Gujarat Power Limited - India
- Central Java Power - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Kaltim Prima Coal - Indonesia
- Sree Jayajothi Cements Limited - India
- ICICI Bank Limited - India
- Bhushan Steel Limited - India
- OPG Power Generation Pvt Ltd - India
- Posco Energy - South Korea
- Thiess Contractors Indonesia
- Singapore Mercantile Exchange
- Jindal Steel & Power Ltd - India
- Savvy Resources Ltd - HongKong
- Bayan Resources Tbk. - Indonesia
- Commonwealth Bank - Australia
- Orica Mining Services - Indonesia
- MS Steel International - UAE
- Krishnapatnam Port Company Ltd. - India
- Tata Chemicals Ltd - India
- Renaissance Capital - South Africa
- New Zealand Coal & Carbon
- Ceylon Electricity Board - Sri Lanka
- Agrawal Coal Company - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Barasentosa Lestari - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- IHS Mccloskey Coal Group - USA
- Semirara Mining and Power Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Georgia Ports Authority, United States
- Ministry of Mines - Canada
- Samtan Co., Ltd - South Korea
- Offshore Bulk Terminal Pte Ltd, Singapore
- Latin American Coal - Colombia
- Siam City Cement - Thailand
- PowerSource Philippines DevCo
- Videocon Industries ltd - India
- Kohat Cement Company Ltd. - Pakistan
- India Bulls Power Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Indian Oil Corporation Limited
- Metalloyd Limited - United Kingdom
- Marubeni Corporation - India
- Australian Commodity Traders Exchange
- Gujarat Mineral Development Corp Ltd - India
- Coal and Oil Company - UAE
- GMR Energy Limited - India
- Global Coal Blending Company Limited - Australia
- The Treasury - Australian Government
- London Commodity Brokers - England
- Siam City Cement PLC, Thailand
- Karaikal Port Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- Interocean Group of Companies - India
- Timah Investasi Mineral - Indoneisa
- Electricity Generating Authority of Thailand
- Tamil Nadu electricity Board
- Banpu Public Company Limited - Thailand
- Mintek Dendrill Indonesia
- Ministry of Transport, Egypt
- Aboitiz Power Corporation - Philippines
- PTC India Limited - India
- Billiton Holdings Pty Ltd - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- ASAPP Information Group - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Romanian Commodities Exchange
- Standard Chartered Bank - UAE
- Sinarmas Energy and Mining - Indonesia
- Kartika Selabumi Mining - Indonesia
- Riau Bara Harum - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Larsen & Toubro Limited - India
- Chamber of Mines of South Africa
- Bulk Trading Sa - Switzerland
- Bhatia International Limited - India
- McConnell Dowell - Australia
- PNOC Exploration Corporation - Philippines
- GAC Shipping (India) Pvt Ltd
- Directorate Of Revenue Intelligence - India
- Uttam Galva Steels Limited - India
- Indian Energy Exchange, India
- VISA Power Limited - India
- Parliament of New Zealand
- Baramulti Group, Indonesia
- Bharathi Cement Corporation - India
- Cigading International Bulk Terminal - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Eastern Energy - Thailand
- Meralco Power Generation, Philippines
- Kepco SPC Power Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Africa Commodities Group - South Africa
- Neyveli Lignite Corporation Ltd, - India
- Goldman Sachs - Singapore
- Sindya Power Generating Company Private Ltd
- Bangladesh Power Developement Board
- Bukit Baiduri Energy - Indonesia
- Sical Logistics Limited - India
- Grasim Industreis Ltd - India
- Maheswari Brothers Coal Limited - India
- CIMB Investment Bank - Malaysia
- SMC Global Power, Philippines
- Globalindo Alam Lestari - Indonesia
- Semirara Mining Corp, Philippines
- Heidelberg Cement - Germany
- Therma Luzon, Inc, Philippines
- Oldendorff Carriers - Singapore
- Holcim Trading Pte Ltd - Singapore
- Power Finance Corporation Ltd., India
- Vizag Seaport Private Limited - India
- Parry Sugars Refinery, India
- International Coal Ventures Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Star Paper Mills Limited - India
- Alfred C Toepfer International GmbH - Germany
- Edison Trading Spa - Italy
- Minerals Council of Australia
- IEA Clean Coal Centre - UK
- Dalmia Cement Bharat India
- Mjunction Services Limited - India
- Rio Tinto Coal - Australia
- Madhucon Powers Ltd - India
- Indonesian Coal Mining Association
- Eastern Coal Council - USA
- Carbofer General Trading SA - India
- Asmin Koalindo Tuhup - Indonesia
- Ambuja Cements Ltd - India
- Deloitte Consulting - India
- Vedanta Resources Plc - India
- Independent Power Producers Association of India
- Mercuria Energy - Indonesia
- Indogreen Group - Indonesia
- Bukit Makmur.PT - Indonesia
- South Luzon Thermal Energy Corporation
- Global Business Power Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- Economic Council, Georgia
- Cement Manufacturers Association - India
- Vijayanagar Sugar Pvt Ltd - India
- Lanco Infratech Ltd - India
- TeaM Sual Corporation - Philippines
- Sakthi Sugars Limited - India
- White Energy Company Limited
- Wilmar Investment Holdings
- Xindia Steels Limited - India
- Central Electricity Authority - India
- Trasteel International SA, Italy
- PetroVietnam Power Coal Import and Supply Company
- Bukit Asam (Persero) Tbk - Indonesia
- Port Waratah Coal Services - Australia
- Meenaskhi Energy Private Limited - India
- Attock Cement Pakistan Limited
- Aditya Birla Group - India
- Leighton Contractors Pty Ltd - Australia
- Kideco Jaya Agung - Indonesia
- Sojitz Corporation - Japan
- Petron Corporation, Philippines
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