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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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Wednesday, 01 April 15
SUPRAMAX & HANDY: RATES HELD STEADY TOWARDS THE WEEKEND
“Despite the fact that the Dry Bulk market closed off on the green last week, sentiment didn't improve by any means, not only because of ...
Wednesday, 01 April 15
WEEKLY SHIPPING MARKET UPDATE - INTERMODAL
There is no doubt that we are still witnessing a very challenging and at the same time very uncertain market, both with respect to dry chartering a ...
Wednesday, 01 April 15
Q4' 15 INDONESIA COAL SWAP CLOSED AT $45.15 W/E 27 MARCH 2015
COALspot.com: Indonesian coal swap for delivery Q2' 2015 drops month on month and week over week.
The Q2 swap declined US$ 1.54 (3.24%) mo ...
Tuesday, 31 March 15
RICHARDS BAY COAL SWAPS GAIN WEEK OVER WEEK
COALspot.com: API 4 FOB Richards Bay Coal swap for delivery Q2' 2015 declined month over month but increased week on week.
The Q2 swap has ...
Monday, 30 March 15
WORST IS OVER FOR THE DRY BULK MARKET, BUT THE PAIN WILL REMAIN FOR YEARS TO COME, SAYS BIMCO CHIEF ANALYST - HELLENIC SHIPPING
The current demise of the dry bulk market isn’t one to go away anytime soon. That doesn’t mean that it can’t improve, with all sh ...
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- Georgia Ports Authority, United States
- SMC Global Power, Philippines
- Grasim Industreis Ltd - India
- Indonesian Coal Mining Association
- Eastern Energy - Thailand
- Directorate General of MIneral and Coal - Indonesia
- Aboitiz Power Corporation - Philippines
- India Bulls Power Limited - India
- Global Business Power Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Coal and Oil Company - UAE
- PTC India Limited - India
- Sojitz Corporation - Japan
- European Bulk Services B.V. - Netherlands
- Kumho Petrochemical, South Korea
- Central Electricity Authority - India
- Malabar Cements Ltd - India
- PowerSource Philippines DevCo
- Africa Commodities Group - South Africa
- Ind-Barath Power Infra Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Minerals Council of Australia
- Tata Chemicals Ltd - India
- Singapore Mercantile Exchange
- IEA Clean Coal Centre - UK
- Oldendorff Carriers - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Gujarat Mineral Development Corp Ltd - India
- International Coal Ventures Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Orica Australia Pty. Ltd.
- Pendopo Energi Batubara - Indonesia
- Standard Chartered Bank - UAE
- Merrill Lynch Commodities Europe
- Banpu Public Company Limited - Thailand
- Bharathi Cement Corporation - India
- Globalindo Alam Lestari - Indonesia
- Coalindo Energy - Indonesia
- Latin American Coal - Colombia
- Mercator Lines Limited - India
- Meenaskhi Energy Private Limited - India
- Salva Resources Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- Petron Corporation, Philippines
- Orica Mining Services - Indonesia
- Sical Logistics Limited - India
- Mjunction Services Limited - India
- Parliament of New Zealand
- Deloitte Consulting - India
- ASAPP Information Group - India
- Sarangani Energy Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Indika Energy - Indonesia
- Intertek Mineral Services - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Port Waratah Coal Services - Australia
- Kalimantan Lumbung Energi - Indonesia
- CNBM International Corporation - China
- Coastal Gujarat Power Limited - India
- Interocean Group of Companies - India
- The University of Queensland
- Iligan Light & Power Inc, Philippines
- Lanco Infratech Ltd - India
- Bayan Resources Tbk. - Indonesia
- Attock Cement Pakistan Limited
- Antam Resourcindo - Indonesia
- Posco Energy - South Korea
- Vedanta Resources Plc - India
- Central Java Power - Indonesia
- Kideco Jaya Agung - Indonesia
- Xindia Steels Limited - India
- Trasteel International SA, Italy
- Goldman Sachs - Singapore
- TeaM Sual Corporation - Philippines
- Medco Energi Mining Internasional
- Global Coal Blending Company Limited - Australia
- Gujarat Electricity Regulatory Commission - India
- Directorate Of Revenue Intelligence - India
- Price Waterhouse Coopers - Russia
- Savvy Resources Ltd - HongKong
- Videocon Industries ltd - India
- SMG Consultants - Indonesia
- Bhushan Steel Limited - India
- New Zealand Coal & Carbon
- Kaltim Prima Coal - Indonesia
- White Energy Company Limited
- Vizag Seaport Private Limited - India
- Alfred C Toepfer International GmbH - Germany
- Altura Mining Limited, Indonesia
- Bukit Baiduri Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Riau Bara Harum - Indonesia
- Siam City Cement PLC, Thailand
- TNB Fuel Sdn Bhd - Malaysia
- Heidelberg Cement - Germany
- Indo Tambangraya Megah - Indonesia
- Essar Steel Hazira Ltd - India
- Mintek Dendrill Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Wilmar Investment Holdings
- Petrochimia International Co. Ltd.- Taiwan
- Jaiprakash Power Ventures ltd
- Indian Energy Exchange, India
- Karbindo Abesyapradhi - Indoneisa
- Neyveli Lignite Corporation Ltd, - India
- Sree Jayajothi Cements Limited - India
- Bukit Makmur.PT - Indonesia
- IHS Mccloskey Coal Group - USA
- Parry Sugars Refinery, India
- Makarim & Taira - Indonesia
- Bhatia International Limited - India
- Eastern Coal Council - USA
- Holcim Trading Pte Ltd - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- Siam City Cement - Thailand
- Cigading International Bulk Terminal - Indonesia
- Commonwealth Bank - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Economic Council, Georgia
- Timah Investasi Mineral - Indoneisa
- Power Finance Corporation Ltd., India
- Barasentosa Lestari - Indonesia
- Larsen & Toubro Limited - India
- Anglo American - United Kingdom
- Vijayanagar Sugar Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Gujarat Sidhee Cement - India
- Energy Development Corp, Philippines
- Karaikal Port Pvt Ltd - India
- Agrawal Coal Company - India
- Simpson Spence & Young - Indonesia
- Aditya Birla Group - India
- Edison Trading Spa - Italy
- Madhucon Powers Ltd - India
- Bulk Trading Sa - Switzerland
- McConnell Dowell - Australia
- Electricity Authority, New Zealand
- Baramulti Group, Indonesia
- Kartika Selabumi Mining - Indonesia
- Marubeni Corporation - India
- Ministry of Transport, Egypt
- Dalmia Cement Bharat India
- Star Paper Mills Limited - India
- Formosa Plastics Group - Taiwan
- London Commodity Brokers - England
- Indian Oil Corporation Limited
- Billiton Holdings Pty Ltd - Australia
- Bangladesh Power Developement Board
- Ceylon Electricity Board - Sri Lanka
- Romanian Commodities Exchange
- Rashtriya Ispat Nigam Limited - India
- Metalloyd Limited - United Kingdom
- Rio Tinto Coal - Australia
- Indogreen Group - Indonesia
- Sakthi Sugars Limited - India
- Kepco SPC Power Corporation, Philippines
- Ministry of Mines - Canada
- Uttam Galva Steels Limited - India
- GN Power Mariveles Coal Plant, Philippines
- The State Trading Corporation of India Ltd
- Thiess Contractors Indonesia
- Thai Mozambique Logistica
- Independent Power Producers Association of India
- GAC Shipping (India) Pvt Ltd
- Ambuja Cements Ltd - India
- Renaissance Capital - South Africa
- Electricity Generating Authority of Thailand
- Australian Commodity Traders Exchange
- GVK Power & Infra Limited - India
- Maheswari Brothers Coal Limited - India
- MS Steel International - UAE
- Borneo Indobara - Indonesia
- Toyota Tsusho Corporation, Japan
- GMR Energy Limited - India
- Chamber of Mines of South Africa
- San Jose City I Power Corp, Philippines
- Cement Manufacturers Association - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Meralco Power Generation, Philippines
- Semirara Mining Corp, Philippines
- South Luzon Thermal Energy Corporation
- Krishnapatnam Port Company Ltd. - India
- CIMB Investment Bank - Malaysia
- PetroVietnam Power Coal Import and Supply Company
- Samtan Co., Ltd - South Korea
- Maharashtra Electricity Regulatory Commission - India
- Wood Mackenzie - Singapore
- OPG Power Generation Pvt Ltd - India
- VISA Power Limited - India
- Tamil Nadu electricity Board
- Kobexindo Tractors - Indoneisa
- ICICI Bank Limited - India
- Planning Commission, India
- Global Green Power PLC Corporation, Philippines
- Carbofer General Trading SA - India
- SN Aboitiz Power Inc, Philippines
- Straits Asia Resources Limited - Singapore
- Sindya Power Generating Company Private Ltd
- Therma Luzon, Inc, Philippines
- Mercuria Energy - Indonesia
- Binh Thuan Hamico - Vietnam
- LBH Netherlands Bv - Netherlands
- Australian Coal Association
- The Treasury - Australian Government
- AsiaOL BioFuels Corp., Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bhoruka Overseas - Indonesia
- Jindal Steel & Power Ltd - India
- PNOC Exploration Corporation - Philippines
- Ministry of Finance - Indonesia
- Energy Link Ltd, New Zealand
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