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Friday, 24 April 15
GLOBAL STEEL PRODUCTION OUTSIDE OF CHINA CONTINUES TO FARE VERY POORLY - JEFFREY LANDSBERG
 COALspot.com: Data released this week showed that global crude steel production totaled approximately 138.05 million tons in March.
What is still not receiving enough attention, however, is that global steel production outside of China continues to fare very poorly and is doing even worse than steel production in China, Commodore-research said in its latest note.
Chinese crude steel production totaled 69.49 million tons last month, which marked a year-on-year decrease of just 750,000 tons (-1%). However, global crude steel production excluding Chinese production totaled 68.56 million tons last month. This marks a year-on-year decrease of 2.53 million tons (-4%).
According to Jeffrey Landsberg of commodore-research, the world continues to focus on China's economic slowdown and changing steel market, and rightfully so -- but the poor situation taking place in the steel market outside of China is being missed my many.
Global crude steel production outside of China has now decreased on a year-on-year basis during three of the last four months. This is of course negative for iron ore consumption and seaborne iron ore trade, which greatly affects the capesize segment of the dry bulk market.
commodore-research noted that, it also has very large ramifications for iron ore prices.
Commodore Research & Consultancy has continued to monitor this vital ongoing 2015 development in great detail in its Weekly Dry Bulk Reports. It is not just China where problems lie. Steel production outside of China continues to fare very poorly and is doing even worse than Chinese steel production. Nevertheless, this fact continues to be missed by many in the market, commodore-research concluded.
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Friday, 10 April 15
DRY BULK MARKET'S DOWNFALL ALSO OFFER INVESTMENT BARGAINS - NIKOS ROUSSANOGLOU, HELLENIC SHIPPING NEWS
Dry bulk market rates have fallen to historical lows over the past few weeks, with no clear path of recovery, at least in the near term. As such, m ...
Thursday, 09 April 15
CAPESIZE: RATES ARE STILL DISAPPOINTING - FEARNLEYS
Handy
The handy market had a stronger sentiment before the Easter holidays, but have as the bigger panamaxes seen a softening tendency this week. ...
Wednesday, 08 April 15
DRY BULK MARKET SEEMS UNABLE TO CATCH A BREAK - INTERMODAL
COALspot.com: The Dry Bulk market seems unable to catch a break these days.
According to Intermodal, following the market stabilization that p ...
Wednesday, 08 April 15
CHINA BURNS HALF OF THE WORLD'S COAL - CHRISTOPHER T. WHITTY
Intermodal Weekly Market Update
China is the world's largest consumer of coal, using more coal each year than the United States, the Europ ...
Tuesday, 07 April 15
SUB-BIT FOB INDONESIA COAL SWAP KEEPS DROPPING; DROPPED 2% W-W
COALspot.com: Indonesian coal swap for delivery Q2 2015 declined month on month and week over week.
The Q2 swap was declined US$ 2.44 (5.14%) ...
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- Eastern Coal Council - USA
- Lanco Infratech Ltd - India
- Electricity Generating Authority of Thailand
- Sindya Power Generating Company Private Ltd
- Manunggal Multi Energi - Indonesia
- Romanian Commodities Exchange
- Holcim Trading Pte Ltd - Singapore
- Kaltim Prima Coal - Indonesia
- Aditya Birla Group - India
- GMR Energy Limited - India
- Ministry of Finance - Indonesia
- LBH Netherlands Bv - Netherlands
- Global Coal Blending Company Limited - Australia
- Videocon Industries ltd - India
- Wilmar Investment Holdings
- AsiaOL BioFuels Corp., Philippines
- Ceylon Electricity Board - Sri Lanka
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- VISA Power Limited - India
- Bangladesh Power Developement Board
- Bhushan Steel Limited - India
- Standard Chartered Bank - UAE
- Binh Thuan Hamico - Vietnam
- Anglo American - United Kingdom
- Sojitz Corporation - Japan
- Sakthi Sugars Limited - India
- Bulk Trading Sa - Switzerland
- Aboitiz Power Corporation - Philippines
- International Coal Ventures Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Medco Energi Mining Internasional
- White Energy Company Limited
- Kideco Jaya Agung - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- CNBM International Corporation - China
- Intertek Mineral Services - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Baramulti Group, Indonesia
- Bharathi Cement Corporation - India
- Marubeni Corporation - India
- Star Paper Mills Limited - India
- Energy Development Corp, Philippines
- Maheswari Brothers Coal Limited - India
- European Bulk Services B.V. - Netherlands
- Ministry of Mines - Canada
- Ambuja Cements Ltd - India
- Riau Bara Harum - Indonesia
- Siam City Cement - Thailand
- Sical Logistics Limited - India
- Banpu Public Company Limited - Thailand
- Larsen & Toubro Limited - India
- The State Trading Corporation of India Ltd
- Economic Council, Georgia
- Sinarmas Energy and Mining - Indonesia
- IHS Mccloskey Coal Group - USA
- Krishnapatnam Port Company Ltd. - India
- Commonwealth Bank - Australia
- GAC Shipping (India) Pvt Ltd
- Vizag Seaport Private Limited - India
- Tamil Nadu electricity Board
- Planning Commission, India
- Merrill Lynch Commodities Europe
- Meenaskhi Energy Private Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Port Waratah Coal Services - Australia
- Metalloyd Limited - United Kingdom
- Iligan Light & Power Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Meralco Power Generation, Philippines
- Jindal Steel & Power Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Therma Luzon, Inc, Philippines
- Australian Coal Association
- Offshore Bulk Terminal Pte Ltd, Singapore
- Karbindo Abesyapradhi - Indoneisa
- Kobexindo Tractors - Indoneisa
- Pendopo Energi Batubara - Indonesia
- Eastern Energy - Thailand
- SMC Global Power, Philippines
- Minerals Council of Australia
- Wood Mackenzie - Singapore
- Independent Power Producers Association of India
- Savvy Resources Ltd - HongKong
- Carbofer General Trading SA - India
- Orica Australia Pty. Ltd.
- Vedanta Resources Plc - India
- Gujarat Mineral Development Corp Ltd - India
- ICICI Bank Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Indian Oil Corporation Limited
- Globalindo Alam Lestari - Indonesia
- TeaM Sual Corporation - Philippines
- Alfred C Toepfer International GmbH - Germany
- Grasim Industreis Ltd - India
- Borneo Indobara - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Simpson Spence & Young - Indonesia
- Singapore Mercantile Exchange
- Indian Energy Exchange, India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Oldendorff Carriers - Singapore
- Posco Energy - South Korea
- Renaissance Capital - South Africa
- Kartika Selabumi Mining - Indonesia
- Chettinad Cement Corporation Ltd - India
- SMG Consultants - Indonesia
- Bhatia International Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Directorate Of Revenue Intelligence - India
- Billiton Holdings Pty Ltd - Australia
- Indika Energy - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Asmin Koalindo Tuhup - Indonesia
- San Jose City I Power Corp, Philippines
- PowerSource Philippines DevCo
- New Zealand Coal & Carbon
- Indogreen Group - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Mjunction Services Limited - India
- Mercuria Energy - Indonesia
- Straits Asia Resources Limited - Singapore
- OPG Power Generation Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Petron Corporation, Philippines
- Indonesian Coal Mining Association
- Australian Commodity Traders Exchange
- Rio Tinto Coal - Australia
- IEA Clean Coal Centre - UK
- CIMB Investment Bank - Malaysia
- Xindia Steels Limited - India
- The University of Queensland
- Electricity Authority, New Zealand
- London Commodity Brokers - England
- MS Steel International - UAE
- Madhucon Powers Ltd - India
- Salva Resources Pvt Ltd - India
- Coastal Gujarat Power Limited - India
- Bukit Makmur.PT - Indonesia
- ASAPP Information Group - India
- Gujarat Sidhee Cement - India
- Toyota Tsusho Corporation, Japan
- Makarim & Taira - Indonesia
- PTC India Limited - India
- Edison Trading Spa - Italy
- Central Java Power - Indonesia
- Tata Chemicals Ltd - India
- Global Business Power Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Bukit Baiduri Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- Coal and Oil Company - UAE
- Parry Sugars Refinery, India
- Indo Tambangraya Megah - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Timah Investasi Mineral - Indoneisa
- Kapuas Tunggal Persada - Indonesia
- Parliament of New Zealand
- Power Finance Corporation Ltd., India
- Miang Besar Coal Terminal - Indonesia
- Mercator Lines Limited - India
- Georgia Ports Authority, United States
- Kalimantan Lumbung Energi - Indonesia
- Cement Manufacturers Association - India
- South Luzon Thermal Energy Corporation
- The Treasury - Australian Government
- Kumho Petrochemical, South Korea
- Attock Cement Pakistan Limited
- Mintek Dendrill Indonesia
- Samtan Co., Ltd - South Korea
- PNOC Exploration Corporation - Philippines
- Deloitte Consulting - India
- Malabar Cements Ltd - India
- Trasteel International SA, Italy
- Agrawal Coal Company - India
- Bukit Asam (Persero) Tbk - Indonesia
- Thai Mozambique Logistica
- Global Green Power PLC Corporation, Philippines
- Dalmia Cement Bharat India
- Altura Mining Limited, Indonesia
- Semirara Mining and Power Corporation, Philippines
- McConnell Dowell - Australia
- Central Electricity Authority - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kepco SPC Power Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Energy Link Ltd, New Zealand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Orica Mining Services - Indonesia
- SN Aboitiz Power Inc, Philippines
- Gujarat Electricity Regulatory Commission - India
- Goldman Sachs - Singapore
- Thiess Contractors Indonesia
- India Bulls Power Limited - India
- Heidelberg Cement - Germany
- Price Waterhouse Coopers - Russia
- Bayan Resources Tbk. - Indonesia
- Siam City Cement PLC, Thailand
- Bhoruka Overseas - Indonesia
- Interocean Group of Companies - India
- Barasentosa Lestari - Indonesia
- GVK Power & Infra Limited - India
- Sree Jayajothi Cements Limited - India
- Uttam Galva Steels Limited - India
- Formosa Plastics Group - Taiwan
- Latin American Coal - Colombia
- Sarangani Energy Corporation, Philippines
- Ministry of Transport, Egypt
- Jaiprakash Power Ventures ltd
- Antam Resourcindo - Indonesia
- Coalindo Energy - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Chamber of Mines of South Africa
- Semirara Mining Corp, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Africa Commodities Group - South Africa
- Cigading International Bulk Terminal - Indonesia
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