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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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Monday, 30 March 15
Q3' 15 CFR SOUTH CHINA COAL SWAP: DECLINED 8.7% M-M; 12.77% Y-TO-D
COALspot.com: API 8 CFR South China Coal swap for Q2’ 2015 delivery declined US$ 5.00 (-8.70%) per MT month over month and US$ 1.33 (-2 ...
Monday, 30 March 15
Q2' FOB NEWCASTLE COAL SWAP CLOSED 4.47% HIGHER THAN Q4' CLOSING PRICE
COALspot.com: API 5 FOB Newcastle Coal swap for Q2’ 2015 delivery declined US$ 5.42 per MT (-10.43%) month over month and US$ 1.60 (-3.32%) w ...
Sunday, 29 March 15
INDO - INDIA: SUPRAMAX & PANAMAX FREIGHT MARKET STEADY
COALspot.com: The freight market was almost stable as all segments slightly up except Panamax sector.
The BDI was up by just 0.85% week over w ...
Saturday, 28 March 15
IS NORTHERN EUROPE THE NEW MINING ELDORADO?
The Europe Mining 2015 Summit, organised by Global Summits organizer IRN on 17-18 June in Amsterdam, The Netherlands, will gather senior level repr ...
Saturday, 28 March 15
THE DRY BULK FLEET AT BREAKING POINT - CLARKSONS
The severe oversupply in the bulkcarrier fleet has contributed to the current trough in the dry bulk market, putting considerable financial pressur ...
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- Indo Tambangraya Megah - Indonesia
- MS Steel International - UAE
- Coalindo Energy - Indonesia
- Global Business Power Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Goldman Sachs - Singapore
- Chamber of Mines of South Africa
- Formosa Plastics Group - Taiwan
- Port Waratah Coal Services - Australia
- ICICI Bank Limited - India
- Kartika Selabumi Mining - Indonesia
- Cement Manufacturers Association - India
- Indian Energy Exchange, India
- Parry Sugars Refinery, India
- Maharashtra Electricity Regulatory Commission - India
- Aditya Birla Group - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Merrill Lynch Commodities Europe
- Marubeni Corporation - India
- McConnell Dowell - Australia
- Madhucon Powers Ltd - India
- South Luzon Thermal Energy Corporation
- LBH Netherlands Bv - Netherlands
- Gujarat Mineral Development Corp Ltd - India
- Meenaskhi Energy Private Limited - India
- Tamil Nadu electricity Board
- Cigading International Bulk Terminal - Indonesia
- Planning Commission, India
- The State Trading Corporation of India Ltd
- Central Electricity Authority - India
- Vedanta Resources Plc - India
- Wilmar Investment Holdings
- Ind-Barath Power Infra Limited - India
- Baramulti Group, Indonesia
- GAC Shipping (India) Pvt Ltd
- Banpu Public Company Limited - Thailand
- Toyota Tsusho Corporation, Japan
- Commonwealth Bank - Australia
- GMR Energy Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Energy Link Ltd, New Zealand
- Bahari Cakrawala Sebuku - Indonesia
- Jindal Steel & Power Ltd - India
- Karaikal Port Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- SMC Global Power, Philippines
- International Coal Ventures Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Gujarat Sidhee Cement - India
- PowerSource Philippines DevCo
- Star Paper Mills Limited - India
- Attock Cement Pakistan Limited
- Meralco Power Generation, Philippines
- Maheswari Brothers Coal Limited - India
- Siam City Cement PLC, Thailand
- Kalimantan Lumbung Energi - Indonesia
- CIMB Investment Bank - Malaysia
- Straits Asia Resources Limited - Singapore
- Kobexindo Tractors - Indoneisa
- TeaM Sual Corporation - Philippines
- The University of Queensland
- Wood Mackenzie - Singapore
- Barasentosa Lestari - Indonesia
- Kideco Jaya Agung - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Tata Chemicals Ltd - India
- Globalindo Alam Lestari - Indonesia
- Riau Bara Harum - Indonesia
- Kepco SPC Power Corporation, Philippines
- Sojitz Corporation - Japan
- Alfred C Toepfer International GmbH - Germany
- Karbindo Abesyapradhi - Indoneisa
- Aboitiz Power Corporation - Philippines
- Indonesian Coal Mining Association
- Bukit Makmur.PT - Indonesia
- Siam City Cement - Thailand
- Ministry of Finance - Indonesia
- Salva Resources Pvt Ltd - India
- New Zealand Coal & Carbon
- Jaiprakash Power Ventures ltd
- Larsen & Toubro Limited - India
- Anglo American - United Kingdom
- Dalmia Cement Bharat India
- Mercuria Energy - Indonesia
- GVK Power & Infra Limited - India
- Singapore Mercantile Exchange
- Leighton Contractors Pty Ltd - Australia
- Sical Logistics Limited - India
- Agrawal Coal Company - India
- Borneo Indobara - Indonesia
- Bulk Trading Sa - Switzerland
- Rashtriya Ispat Nigam Limited - India
- Malabar Cements Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Thai Mozambique Logistica
- Makarim & Taira - Indonesia
- Grasim Industreis Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Orica Australia Pty. Ltd.
- SN Aboitiz Power Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- Latin American Coal - Colombia
- Directorate Of Revenue Intelligence - India
- San Jose City I Power Corp, Philippines
- Electricity Authority, New Zealand
- Posco Energy - South Korea
- Global Green Power PLC Corporation, Philippines
- Xindia Steels Limited - India
- Coal and Oil Company - UAE
- ASAPP Information Group - India
- IEA Clean Coal Centre - UK
- Semirara Mining Corp, Philippines
- Holcim Trading Pte Ltd - Singapore
- PNOC Exploration Corporation - Philippines
- Eastern Coal Council - USA
- Asmin Koalindo Tuhup - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Bharathi Cement Corporation - India
- Global Coal Blending Company Limited - Australia
- Ministry of Transport, Egypt
- Metalloyd Limited - United Kingdom
- India Bulls Power Limited - India
- Minerals Council of Australia
- Interocean Group of Companies - India
- Orica Mining Services - Indonesia
- Mjunction Services Limited - India
- Carbofer General Trading SA - India
- Australian Commodity Traders Exchange
- Bangladesh Power Developement Board
- Independent Power Producers Association of India
- Billiton Holdings Pty Ltd - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Renaissance Capital - South Africa
- Price Waterhouse Coopers - Russia
- Trasteel International SA, Italy
- White Energy Company Limited
- Standard Chartered Bank - UAE
- Economic Council, Georgia
- Videocon Industries ltd - India
- SMG Consultants - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Georgia Ports Authority, United States
- Sinarmas Energy and Mining - Indonesia
- Iligan Light & Power Inc, Philippines
- London Commodity Brokers - England
- Bhushan Steel Limited - India
- Uttam Galva Steels Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Parliament of New Zealand
- Samtan Co., Ltd - South Korea
- Energy Development Corp, Philippines
- Altura Mining Limited, Indonesia
- Mintek Dendrill Indonesia
- Indika Energy - Indonesia
- Africa Commodities Group - South Africa
- Petron Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Electricity Generating Authority of Thailand
- European Bulk Services B.V. - Netherlands
- IHS Mccloskey Coal Group - USA
- Sakthi Sugars Limited - India
- Ceylon Electricity Board - Sri Lanka
- Bhatia International Limited - India
- Rio Tinto Coal - Australia
- VISA Power Limited - India
- Kumho Petrochemical, South Korea
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Manunggal Multi Energi - Indonesia
- Deloitte Consulting - India
- Chettinad Cement Corporation Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Medco Energi Mining Internasional
- Savvy Resources Ltd - HongKong
- Sindya Power Generating Company Private Ltd
- Power Finance Corporation Ltd., India
- Binh Thuan Hamico - Vietnam
- Sarangani Energy Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- Sree Jayajothi Cements Limited - India
- Thiess Contractors Indonesia
- Timah Investasi Mineral - Indoneisa
- CNBM International Corporation - China
- Central Java Power - Indonesia
- Coastal Gujarat Power Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kapuas Tunggal Persada - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Romanian Commodities Exchange
- Pipit Mutiara Jaya. PT, Indonesia
- Ambuja Cements Ltd - India
- Bayan Resources Tbk. - Indonesia
- Intertek Mineral Services - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Eastern Energy - Thailand
- Australian Coal Association
- Offshore Bulk Terminal Pte Ltd, Singapore
- Heidelberg Cement - Germany
- Lanco Infratech Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Ministry of Mines - Canada
- PTC India Limited - India
- The Treasury - Australian Government
- Vizag Seaport Private Limited - India
- Oldendorff Carriers - Singapore
- Semirara Mining and Power Corporation, Philippines
- Mercator Lines Limited - India
- Indian Oil Corporation Limited
- Antam Resourcindo - Indonesia
- Simpson Spence & Young - Indonesia
- Indogreen Group - Indonesia
- Therma Luzon, Inc, Philippines
- Pendopo Energi Batubara - Indonesia
- Edison Trading Spa - Italy
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