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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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Friday, 06 September 24
REBOUND IN OIL DEMAND COULD LIFT MARKET IN LATTER HALF OF 2024 - BIMCO
Supply/demand
Based on a strong second half demand, the supply/balance is forecast to strengthen in 2024 but weaken slightly in 2025 as n ...
Friday, 06 September 24
GLOBAL SEABORNE LNG TRADE HAS CONTINUED TO INCREASE LAST YEAR - BANCHERO COSTA
Global seaborne LNG trade has continued to increase last year, helped also by the events in Ukraine which forced Europe to diversify away from Russ ...
Wednesday, 28 August 24
SEABORNE COAL IMPORTS INTO INDIA INCREASED BY +9.9% Y-O-Y TO 146.6 MLN T - BANCHERO COSTA
Global coal trade has really picked up pace over the past year, and is now fully back to pre-Covid levels said Banchero Costa Research in its lates ...
Tuesday, 06 August 24
EXERCISE CAUTION WITH AMMONIA SWITCH - BALTIC EXCHANGE
A new study from the Massachusetts Institute of Technology (MIT) has thrown a spanner into the plan to transition ships from diesel fuel to ammonia ...
Friday, 02 August 24
ENERGY MARKET DEVELOPMENTS: COAL AND NATURAL GAS PRICES REACH RECORD HIGHS - WORLD BANK
The recent surge in natural gas and coal prices has been so swift that the main benchmarks were roughly three times higher in 2022Q2 compared to a ...
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- McConnell Dowell - Australia
- TNB Fuel Sdn Bhd - Malaysia
- Petrochimia International Co. Ltd.- Taiwan
- Bukit Baiduri Energy - Indonesia
- Siam City Cement PLC, Thailand
- Edison Trading Spa - Italy
- Mercator Lines Limited - India
- Interocean Group of Companies - India
- Chamber of Mines of South Africa
- Australian Coal Association
- International Coal Ventures Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Uttam Galva Steels Limited - India
- Malabar Cements Ltd - India
- Binh Thuan Hamico - Vietnam
- Indonesian Coal Mining Association
- Neyveli Lignite Corporation Ltd, - India
- Bharathi Cement Corporation - India
- Kohat Cement Company Ltd. - Pakistan
- Georgia Ports Authority, United States
- Antam Resourcindo - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Sinarmas Energy and Mining - Indonesia
- Riau Bara Harum - Indonesia
- Wilmar Investment Holdings
- Carbofer General Trading SA - India
- Iligan Light & Power Inc, Philippines
- Grasim Industreis Ltd - India
- Orica Australia Pty. Ltd.
- Ministry of Mines - Canada
- Kapuas Tunggal Persada - Indonesia
- Thai Mozambique Logistica
- Asmin Koalindo Tuhup - Indonesia
- European Bulk Services B.V. - Netherlands
- Sindya Power Generating Company Private Ltd
- India Bulls Power Limited - India
- Wood Mackenzie - Singapore
- Independent Power Producers Association of India
- Central Java Power - Indonesia
- PTC India Limited - India
- Gujarat Electricity Regulatory Commission - India
- PetroVietnam Power Coal Import and Supply Company
- Ind-Barath Power Infra Limited - India
- Indogreen Group - Indonesia
- Dalmia Cement Bharat India
- VISA Power Limited - India
- Indika Energy - Indonesia
- The State Trading Corporation of India Ltd
- Indian Energy Exchange, India
- Ministry of Transport, Egypt
- Ministry of Finance - Indonesia
- San Jose City I Power Corp, Philippines
- Sarangani Energy Corporation, Philippines
- Siam City Cement - Thailand
- Mjunction Services Limited - India
- Bukit Makmur.PT - Indonesia
- Tata Chemicals Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Global Green Power PLC Corporation, Philippines
- Leighton Contractors Pty Ltd - Australia
- New Zealand Coal & Carbon
- Kideco Jaya Agung - Indonesia
- OPG Power Generation Pvt Ltd - India
- Global Business Power Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- IHS Mccloskey Coal Group - USA
- SMG Consultants - Indonesia
- Simpson Spence & Young - Indonesia
- Romanian Commodities Exchange
- Kepco SPC Power Corporation, Philippines
- Agrawal Coal Company - India
- Maheswari Brothers Coal Limited - India
- Baramulti Group, Indonesia
- Sakthi Sugars Limited - India
- Straits Asia Resources Limited - Singapore
- Minerals Council of Australia
- Tamil Nadu electricity Board
- Singapore Mercantile Exchange
- Africa Commodities Group - South Africa
- Jindal Steel & Power Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bank of Tokyo Mitsubishi UFJ Ltd
- Vizag Seaport Private Limited - India
- Manunggal Multi Energi - Indonesia
- PNOC Exploration Corporation - Philippines
- Altura Mining Limited, Indonesia
- Vedanta Resources Plc - India
- Energy Development Corp, Philippines
- Sical Logistics Limited - India
- Medco Energi Mining Internasional
- Australian Commodity Traders Exchange
- Rashtriya Ispat Nigam Limited - India
- Oldendorff Carriers - Singapore
- Bulk Trading Sa - Switzerland
- Samtan Co., Ltd - South Korea
- Heidelberg Cement - Germany
- CNBM International Corporation - China
- Merrill Lynch Commodities Europe
- Globalindo Alam Lestari - Indonesia
- Lanco Infratech Ltd - India
- Essar Steel Hazira Ltd - India
- Bhatia International Limited - India
- Larsen & Toubro Limited - India
- Billiton Holdings Pty Ltd - Australia
- GVK Power & Infra Limited - India
- Ambuja Cements Ltd - India
- Sree Jayajothi Cements Limited - India
- Formosa Plastics Group - Taiwan
- Latin American Coal - Colombia
- TeaM Sual Corporation - Philippines
- Ceylon Electricity Board - Sri Lanka
- ASAPP Information Group - India
- Renaissance Capital - South Africa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Directorate Of Revenue Intelligence - India
- Miang Besar Coal Terminal - Indonesia
- Toyota Tsusho Corporation, Japan
- Chettinad Cement Corporation Ltd - India
- CIMB Investment Bank - Malaysia
- Madhucon Powers Ltd - India
- SMC Global Power, Philippines
- Indo Tambangraya Megah - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Electricity Authority, New Zealand
- Sojitz Corporation - Japan
- London Commodity Brokers - England
- Vijayanagar Sugar Pvt Ltd - India
- Therma Luzon, Inc, Philippines
- Aboitiz Power Corporation - Philippines
- Posco Energy - South Korea
- Directorate General of MIneral and Coal - Indonesia
- Petron Corporation, Philippines
- Power Finance Corporation Ltd., India
- Meralco Power Generation, Philippines
- Bangladesh Power Developement Board
- Xindia Steels Limited - India
- Banpu Public Company Limited - Thailand
- Bayan Resources Tbk. - Indonesia
- Makarim & Taira - Indonesia
- Kartika Selabumi Mining - Indonesia
- Pendopo Energi Batubara - Indonesia
- Coal and Oil Company - UAE
- Alfred C Toepfer International GmbH - Germany
- Karaikal Port Pvt Ltd - India
- Marubeni Corporation - India
- Gujarat Mineral Development Corp Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Trasteel International SA, Italy
- GN Power Mariveles Coal Plant, Philippines
- Savvy Resources Ltd - HongKong
- Jaiprakash Power Ventures ltd
- Eastern Coal Council - USA
- Barasentosa Lestari - Indonesia
- Kaltim Prima Coal - Indonesia
- Energy Link Ltd, New Zealand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Semirara Mining Corp, Philippines
- Karbindo Abesyapradhi - Indoneisa
- Indian Oil Corporation Limited
- Thiess Contractors Indonesia
- PowerSource Philippines DevCo
- Price Waterhouse Coopers - Russia
- Parliament of New Zealand
- Meenaskhi Energy Private Limited - India
- Central Electricity Authority - India
- Coastal Gujarat Power Limited - India
- Parry Sugars Refinery, India
- Economic Council, Georgia
- GAC Shipping (India) Pvt Ltd
- White Energy Company Limited
- Kalimantan Lumbung Energi - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Bahari Cakrawala Sebuku - Indonesia
- Intertek Mineral Services - Indonesia
- Attock Cement Pakistan Limited
- Commonwealth Bank - Australia
- South Luzon Thermal Energy Corporation
- Holcim Trading Pte Ltd - Singapore
- Port Waratah Coal Services - Australia
- Salva Resources Pvt Ltd - India
- Star Paper Mills Limited - India
- Coalindo Energy - Indonesia
- MS Steel International - UAE
- Eastern Energy - Thailand
- Gujarat Sidhee Cement - India
- IEA Clean Coal Centre - UK
- Timah Investasi Mineral - Indoneisa
- Cigading International Bulk Terminal - Indonesia
- Anglo American - United Kingdom
- Bhushan Steel Limited - India
- Aditya Birla Group - India
- Krishnapatnam Port Company Ltd. - India
- Videocon Industries ltd - India
- Cement Manufacturers Association - India
- Global Coal Blending Company Limited - Australia
- Standard Chartered Bank - UAE
- Borneo Indobara - Indonesia
- Mercuria Energy - Indonesia
- Metalloyd Limited - United Kingdom
- Planning Commission, India
- The University of Queensland
- Orica Mining Services - Indonesia
- LBH Netherlands Bv - Netherlands
- ICICI Bank Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Mintek Dendrill Indonesia
- Rio Tinto Coal - Australia
- Goldman Sachs - Singapore
- Deloitte Consulting - India
- The Treasury - Australian Government
- Kobexindo Tractors - Indoneisa
- Electricity Generating Authority of Thailand
- GMR Energy Limited - India
- Kumho Petrochemical, South Korea
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