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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, 04 July 18
TANKER MARKET INSIGHT - KONSTANTINOS KONTOMICHIS
2 years tanker briefing in tanker asset prices
The tanker market is undoubtedly passing one of its’ roughest times over the la ...
Tuesday, 03 July 18
COAL, THE SECOND MAIN COMMODITY FOR CAPES, HAS BEEN SHOWING A REMARKABLE RISE IN TRADE VOLUMES IN THE YEAR SO FAR - THOMAS CHASAPIS
Having reached the mid-point in the year, it seems to be a good time to summarize the overall trends noted in the Dry Bulk sector and more specific ...
Tuesday, 03 July 18
SUPRAMAX: A 56,000-DWT WAS FIXED BASIS DELIVERY SINGAPORE TRIP VIA INDONESIA, REDELIVERY CHINA, AT $12,100 - BALTIC BRIEFING
Capesize
The market generally drifted and by mid-week dropped to what some felt was an artificially low level, only to bounce back at the end o ...
Tuesday, 03 July 18
COAL OVERTAKES IRON ORE IN GOVERNMENT FORECASTS AS AUSTRALIA'S LARGEST EXPORT FOR 2018-19 - MINERALS COUNCIL OF AUSTRALIA
Coal is forecast to be Australia’s largest export earner at $58.1 billion in 2018-19 with iron ore exports forecast to earn $57.7 billion in ...
Monday, 02 July 18
THIESS SECURES NEW QCOAL NORTHERN HUB $480M CONTRACT
Thiess has been awarded a new A$480 million contract by QCoal to continue operations at the QCoal Northern Hub located in Queensland’s Bowen ...
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- Larsen & Toubro Limited - India
- GMR Energy Limited - India
- Central Electricity Authority - India
- Ministry of Transport, Egypt
- The University of Queensland
- Xindia Steels Limited - India
- Intertek Mineral Services - Indonesia
- Singapore Mercantile Exchange
- Savvy Resources Ltd - HongKong
- Latin American Coal - Colombia
- Sojitz Corporation - Japan
- Bayan Resources Tbk. - Indonesia
- Ceylon Electricity Board - Sri Lanka
- MS Steel International - UAE
- New Zealand Coal & Carbon
- Global Coal Blending Company Limited - Australia
- San Jose City I Power Corp, Philippines
- Deloitte Consulting - India
- Maharashtra Electricity Regulatory Commission - India
- Anglo American - United Kingdom
- TNB Fuel Sdn Bhd - Malaysia
- Attock Cement Pakistan Limited
- GVK Power & Infra Limited - India
- Kideco Jaya Agung - Indonesia
- Marubeni Corporation - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Toyota Tsusho Corporation, Japan
- Sindya Power Generating Company Private Ltd
- Maheswari Brothers Coal Limited - India
- Kapuas Tunggal Persada - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Indonesian Coal Mining Association
- GN Power Mariveles Coal Plant, Philippines
- Alfred C Toepfer International GmbH - Germany
- Bukit Makmur.PT - Indonesia
- ICICI Bank Limited - India
- Power Finance Corporation Ltd., India
- Electricity Authority, New Zealand
- VISA Power Limited - India
- Meenaskhi Energy Private Limited - India
- Ind-Barath Power Infra Limited - India
- Wilmar Investment Holdings
- Planning Commission, India
- Bhatia International Limited - India
- Australian Commodity Traders Exchange
- OPG Power Generation Pvt Ltd - India
- Edison Trading Spa - Italy
- Antam Resourcindo - Indonesia
- Trasteel International SA, Italy
- Ministry of Finance - Indonesia
- Uttam Galva Steels Limited - India
- Makarim & Taira - Indonesia
- Kumho Petrochemical, South Korea
- Therma Luzon, Inc, Philippines
- Tamil Nadu electricity Board
- AsiaOL BioFuels Corp., Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Baramulti Group, Indonesia
- Independent Power Producers Association of India
- PNOC Exploration Corporation - Philippines
- Semirara Mining and Power Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Vizag Seaport Private Limited - India
- Gujarat Electricity Regulatory Commission - India
- Chamber of Mines of South Africa
- Bangladesh Power Developement Board
- Mercator Lines Limited - India
- Rio Tinto Coal - Australia
- Meralco Power Generation, Philippines
- Bukit Baiduri Energy - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Metalloyd Limited - United Kingdom
- Global Business Power Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Jindal Steel & Power Ltd - India
- Africa Commodities Group - South Africa
- Standard Chartered Bank - UAE
- Central Java Power - Indonesia
- Interocean Group of Companies - India
- TeaM Sual Corporation - Philippines
- Energy Development Corp, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Parliament of New Zealand
- Siam City Cement PLC, Thailand
- McConnell Dowell - Australia
- Jorong Barutama Greston.PT - Indonesia
- Simpson Spence & Young - Indonesia
- Eastern Energy - Thailand
- Aboitiz Power Corporation - Philippines
- PowerSource Philippines DevCo
- Sree Jayajothi Cements Limited - India
- Formosa Plastics Group - Taiwan
- Straits Asia Resources Limited - Singapore
- Chettinad Cement Corporation Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- South Luzon Thermal Energy Corporation
- Indogreen Group - Indonesia
- London Commodity Brokers - England
- Sical Logistics Limited - India
- Oldendorff Carriers - Singapore
- Goldman Sachs - Singapore
- Bharathi Cement Corporation - India
- Wood Mackenzie - Singapore
- Australian Coal Association
- Miang Besar Coal Terminal - Indonesia
- Romanian Commodities Exchange
- Star Paper Mills Limited - India
- Holcim Trading Pte Ltd - Singapore
- Bhushan Steel Limited - India
- Kobexindo Tractors - Indoneisa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mercuria Energy - Indonesia
- SMC Global Power, Philippines
- Cement Manufacturers Association - India
- IEA Clean Coal Centre - UK
- Altura Mining Limited, Indonesia
- Samtan Co., Ltd - South Korea
- Karaikal Port Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- The Treasury - Australian Government
- PetroVietnam Power Coal Import and Supply Company
- Eastern Coal Council - USA
- Merrill Lynch Commodities Europe
- Coastal Gujarat Power Limited - India
- Riau Bara Harum - Indonesia
- Bhoruka Overseas - Indonesia
- Madhucon Powers Ltd - India
- Ministry of Mines - Canada
- Semirara Mining Corp, Philippines
- Thai Mozambique Logistica
- ASAPP Information Group - India
- Pipit Mutiara Jaya. PT, Indonesia
- Borneo Indobara - Indonesia
- SMG Consultants - Indonesia
- Barasentosa Lestari - Indonesia
- Grasim Industreis Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Pendopo Energi Batubara - Indonesia
- Electricity Generating Authority of Thailand
- Essar Steel Hazira Ltd - India
- Heidelberg Cement - Germany
- Binh Thuan Hamico - Vietnam
- Bahari Cakrawala Sebuku - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- Lanco Infratech Ltd - India
- Malabar Cements Ltd - India
- European Bulk Services B.V. - Netherlands
- IHS Mccloskey Coal Group - USA
- Vedanta Resources Plc - India
- Sinarmas Energy and Mining - Indonesia
- Kaltim Prima Coal - Indonesia
- PTC India Limited - India
- Banpu Public Company Limited - Thailand
- Posco Energy - South Korea
- Orica Australia Pty. Ltd.
- Mjunction Services Limited - India
- Economic Council, Georgia
- Jaiprakash Power Ventures ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- India Bulls Power Limited - India
- Orica Mining Services - Indonesia
- Directorate Of Revenue Intelligence - India
- Port Waratah Coal Services - Australia
- Agrawal Coal Company - India
- Petron Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- Billiton Holdings Pty Ltd - Australia
- The State Trading Corporation of India Ltd
- Cigading International Bulk Terminal - Indonesia
- Kepco SPC Power Corporation, Philippines
- Commonwealth Bank - Australia
- White Energy Company Limited
- Kohat Cement Company Ltd. - Pakistan
- Tata Chemicals Ltd - India
- Ambuja Cements Ltd - India
- Minerals Council of Australia
- Carbofer General Trading SA - India
- Gujarat Sidhee Cement - India
- Globalindo Alam Lestari - Indonesia
- Thiess Contractors Indonesia
- Videocon Industries ltd - India
- Dalmia Cement Bharat India
- Leighton Contractors Pty Ltd - Australia
- Indian Energy Exchange, India
- Kartika Selabumi Mining - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sarangani Energy Corporation, Philippines
- Indian Oil Corporation Limited
- Indika Energy - Indonesia
- Renaissance Capital - South Africa
- Salva Resources Pvt Ltd - India
- Coal and Oil Company - UAE
- Energy Link Ltd, New Zealand
- Siam City Cement - Thailand
- Timah Investasi Mineral - Indoneisa
- Coalindo Energy - Indonesia
- Indo Tambangraya Megah - Indonesia
- Parry Sugars Refinery, India
- Rashtriya Ispat Nigam Limited - India
- Aditya Birla Group - India
- SN Aboitiz Power Inc, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Iligan Light & Power Inc, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- CNBM International Corporation - China
- Global Green Power PLC Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- International Coal Ventures Pvt Ltd - India
- Mintek Dendrill Indonesia
- Medco Energi Mining Internasional
- Sakthi Sugars Limited - India
- Price Waterhouse Coopers - Russia
- Georgia Ports Authority, United States
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