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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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Thursday, 19 March 15
INDONESIAN COAL BENCHMARK SOAR 7.69% IN MARCH....!!!
COALspot.com - The Ministry of Energy & Mineral Resources of Indonesia revised up Indonesian coal benchmark prices to US$ 67.76 per MT in March ...
Wednesday, 18 March 15
AVERAGE RATE FOR CAPES MOVED TO BELOW $ 4K/DAY LAST WEEK - INTERMODAL
COALspot.com: The even heavier losses noted in the Capesize segment last week, denied the Dry Bulk market a third weekly positive, while the smalle ...
Wednesday, 18 March 15
PARKING THE CAPES - LINOS KOGEVINAS
It is no secret that recent times have been anything but kind towards shipping, and no sector has suffered more lately than the dry bulk one. While ...
Wednesday, 18 March 15
CHINA-OWNED SHIPS: A RAPID RISE TO BECOME ONE OF THE WORLD'S LARGEST FLEETS - RICHARD SCOTT
Ships operated by owners based in China have become increasingly prominent on the world’s sea routes. China-owned container ships, bulk carri ...
Wednesday, 18 March 15
Q2 INDONESIAN COAL SWAP DROP 1.45% M-O-M; GAIN 0.63% W-O-W
COALspot.com: Indonesian coal swaps for delivery Q2' 2015 drop month on month and gained week over week.
The Q2 swap fell US$ 0.70 (1.45%) ...
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- Georgia Ports Authority, United States
- Electricity Authority, New Zealand
- Dalmia Cement Bharat India
- McConnell Dowell - Australia
- Intertek Mineral Services - Indonesia
- Manunggal Multi Energi - Indonesia
- Savvy Resources Ltd - HongKong
- PTC India Limited - India
- Aditya Birla Group - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Price Waterhouse Coopers - Russia
- Neyveli Lignite Corporation Ltd, - India
- Bahari Cakrawala Sebuku - Indonesia
- Bharathi Cement Corporation - India
- Asmin Koalindo Tuhup - Indonesia
- ICICI Bank Limited - India
- Billiton Holdings Pty Ltd - Australia
- Port Waratah Coal Services - Australia
- Medco Energi Mining Internasional
- Makarim & Taira - Indonesia
- Attock Cement Pakistan Limited
- Vedanta Resources Plc - India
- Mjunction Services Limited - India
- Thai Mozambique Logistica
- Essar Steel Hazira Ltd - India
- Parliament of New Zealand
- Kapuas Tunggal Persada - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Altura Mining Limited, Indonesia
- Indo Tambangraya Megah - Indonesia
- Uttam Galva Steels Limited - India
- Videocon Industries ltd - India
- New Zealand Coal & Carbon
- Aboitiz Power Corporation - Philippines
- Globalindo Alam Lestari - Indonesia
- International Coal Ventures Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Merrill Lynch Commodities Europe
- TeaM Sual Corporation - Philippines
- Directorate General of MIneral and Coal - Indonesia
- South Luzon Thermal Energy Corporation
- Sinarmas Energy and Mining - Indonesia
- Orica Australia Pty. Ltd.
- Australian Coal Association
- Ind-Barath Power Infra Limited - India
- Chettinad Cement Corporation Ltd - India
- Carbofer General Trading SA - India
- Semirara Mining Corp, Philippines
- Minerals Council of Australia
- Jindal Steel & Power Ltd - India
- India Bulls Power Limited - India
- Indogreen Group - Indonesia
- Directorate Of Revenue Intelligence - India
- Baramulti Group, Indonesia
- Eastern Coal Council - USA
- Australian Commodity Traders Exchange
- Samtan Co., Ltd - South Korea
- Alfred C Toepfer International GmbH - Germany
- The State Trading Corporation of India Ltd
- Krishnapatnam Port Company Ltd. - India
- Central Electricity Authority - India
- Rio Tinto Coal - Australia
- Madhucon Powers Ltd - India
- Indian Energy Exchange, India
- Ministry of Finance - Indonesia
- SN Aboitiz Power Inc, Philippines
- Global Green Power PLC Corporation, Philippines
- Heidelberg Cement - Germany
- London Commodity Brokers - England
- Mintek Dendrill Indonesia
- Ministry of Mines - Canada
- Pendopo Energi Batubara - Indonesia
- The Treasury - Australian Government
- VISA Power Limited - India
- Energy Development Corp, Philippines
- Cement Manufacturers Association - India
- Bukit Makmur.PT - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Vizag Seaport Private Limited - India
- SMG Consultants - Indonesia
- OPG Power Generation Pvt Ltd - India
- Mercator Lines Limited - India
- Salva Resources Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Bangladesh Power Developement Board
- Sakthi Sugars Limited - India
- LBH Netherlands Bv - Netherlands
- Central Java Power - Indonesia
- Global Business Power Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Posco Energy - South Korea
- Grasim Industreis Ltd - India
- Meralco Power Generation, Philippines
- Riau Bara Harum - Indonesia
- PNOC Exploration Corporation - Philippines
- Coalindo Energy - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Economic Council, Georgia
- Sindya Power Generating Company Private Ltd
- Deloitte Consulting - India
- Formosa Plastics Group - Taiwan
- MS Steel International - UAE
- Barasentosa Lestari - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Metalloyd Limited - United Kingdom
- Commonwealth Bank - Australia
- Maheswari Brothers Coal Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Lanco Infratech Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Indian Oil Corporation Limited
- Bhoruka Overseas - Indonesia
- Banpu Public Company Limited - Thailand
- GMR Energy Limited - India
- Romanian Commodities Exchange
- Bhatia International Limited - India
- Oldendorff Carriers - Singapore
- Sojitz Corporation - Japan
- Jorong Barutama Greston.PT - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Petrochimia International Co. Ltd.- Taiwan
- Sarangani Energy Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Tata Chemicals Ltd - India
- Iligan Light & Power Inc, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Chamber of Mines of South Africa
- Independent Power Producers Association of India
- Jaiprakash Power Ventures ltd
- Indonesian Coal Mining Association
- Kaltim Prima Coal - Indonesia
- IHS Mccloskey Coal Group - USA
- Straits Asia Resources Limited - Singapore
- IEA Clean Coal Centre - UK
- Marubeni Corporation - India
- Singapore Mercantile Exchange
- Indika Energy - Indonesia
- Renaissance Capital - South Africa
- Wood Mackenzie - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Mercuria Energy - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Gujarat Sidhee Cement - India
- Parry Sugars Refinery, India
- Cigading International Bulk Terminal - Indonesia
- CIMB Investment Bank - Malaysia
- Anglo American - United Kingdom
- Kartika Selabumi Mining - Indonesia
- Karaikal Port Pvt Ltd - India
- Planning Commission, India
- Global Coal Blending Company Limited - Australia
- Leighton Contractors Pty Ltd - Australia
- White Energy Company Limited
- Eastern Energy - Thailand
- Semirara Mining and Power Corporation, Philippines
- Standard Chartered Bank - UAE
- Kideco Jaya Agung - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- CNBM International Corporation - China
- Simpson Spence & Young - Indonesia
- Coal and Oil Company - UAE
- Agrawal Coal Company - India
- Siam City Cement - Thailand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kumho Petrochemical, South Korea
- Toyota Tsusho Corporation, Japan
- Larsen & Toubro Limited - India
- Miang Besar Coal Terminal - Indonesia
- Petron Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- ASAPP Information Group - India
- Ministry of Transport, Egypt
- Tamil Nadu electricity Board
- San Jose City I Power Corp, Philippines
- Edison Trading Spa - Italy
- European Bulk Services B.V. - Netherlands
- Sical Logistics Limited - India
- Latin American Coal - Colombia
- Vijayanagar Sugar Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Timah Investasi Mineral - Indoneisa
- Gujarat Electricity Regulatory Commission - India
- Bukit Baiduri Energy - Indonesia
- GVK Power & Infra Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Trasteel International SA, Italy
- SMC Global Power, Philippines
- Goldman Sachs - Singapore
- Power Finance Corporation Ltd., India
- Bayan Resources Tbk. - Indonesia
- Xindia Steels Limited - India
- Therma Luzon, Inc, Philippines
- Energy Link Ltd, New Zealand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Meenaskhi Energy Private Limited - India
- Electricity Generating Authority of Thailand
- Borneo Indobara - Indonesia
- PowerSource Philippines DevCo
- Kepco SPC Power Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Wilmar Investment Holdings
- Ambuja Cements Ltd - India
- Interocean Group of Companies - India
- Malabar Cements Ltd - India
- Thiess Contractors Indonesia
- Bulk Trading Sa - Switzerland
- Siam City Cement PLC, Thailand
- Kobexindo Tractors - Indoneisa
- Antam Resourcindo - Indonesia
- Orica Mining Services - Indonesia
- Star Paper Mills Limited - India
- Coastal Gujarat Power Limited - India
- Africa Commodities Group - South Africa
- Sree Jayajothi Cements Limited - India
- The University of Queensland
- Bhushan Steel Limited - India
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