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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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Thursday, 09 November 23
GREEK AND CHINESE COMPANIES OWN 34% OF THE GLOBAL FLEET’S CARGO CAPACITY - BIMCO
“The global fleet of cargo carrying ships consists of around 61,000 ships with a deadweight capacity of about 2,200 million tonnes. The ships ...
Monday, 23 October 23
CHINA SEPT COAL OUTPUT HITS SIX-MONTH HIGH ON RISING POWER DEMAND - REUTERS
China’s September coal output rose 0.4% from August to the highest level since March, official data showed on Wednesday, on rising power dema ...
Monday, 23 October 23
INDIA COAL INVENTORIES DROP AT FASTEST PACE IN TWO YEARS, BOOSTING IMPORTS - REUTERS
Coal inventories at Indian power plants in the first half of October fell at their fastest rate in two years, an analysis of government data showed ...
Tuesday, 19 September 23
LNG SHIPPING STOCKS: THE ASIAN GROWTH UP-INDICES
Last week, the UP World LNG Shipping Index (UPI) gained 3.81 points or 2.51%, closing at 155.85 points. This index tracks the performance of LNG sh ...
Sunday, 10 September 23
GOLDMAN SACHS PREDICTS OIL PRICE TO HIT $100 ON OPEC CUTS - YAHOO FINANCE
Oil supply cuts by Saudi Arabia and Russia could lead to Brent crude jumping as high as $107 a barrel in 2024, Goldman Sachs Commodities Research h ...
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- Binh Thuan Hamico - Vietnam
- Holcim Trading Pte Ltd - Singapore
- Jaiprakash Power Ventures ltd
- Parry Sugars Refinery, India
- Vijayanagar Sugar Pvt Ltd - India
- Power Finance Corporation Ltd., India
- IEA Clean Coal Centre - UK
- Renaissance Capital - South Africa
- Therma Luzon, Inc, Philippines
- Formosa Plastics Group - Taiwan
- Ind-Barath Power Infra Limited - India
- GMR Energy Limited - India
- Bayan Resources Tbk. - Indonesia
- Global Green Power PLC Corporation, Philippines
- Gujarat Sidhee Cement - India
- Kobexindo Tractors - Indoneisa
- Savvy Resources Ltd - HongKong
- Edison Trading Spa - Italy
- Indika Energy - Indonesia
- Ministry of Mines - Canada
- Riau Bara Harum - Indonesia
- Sarangani Energy Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- PNOC Exploration Corporation - Philippines
- IHS Mccloskey Coal Group - USA
- VISA Power Limited - India
- London Commodity Brokers - England
- GAC Shipping (India) Pvt Ltd
- Meenaskhi Energy Private Limited - India
- San Jose City I Power Corp, Philippines
- Sindya Power Generating Company Private Ltd
- Rashtriya Ispat Nigam Limited - India
- Lanco Infratech Ltd - India
- Barasentosa Lestari - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Siam City Cement PLC, Thailand
- Chettinad Cement Corporation Ltd - India
- Cement Manufacturers Association - India
- Vedanta Resources Plc - India
- Mercator Lines Limited - India
- CIMB Investment Bank - Malaysia
- Bukit Makmur.PT - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Larsen & Toubro Limited - India
- Eastern Energy - Thailand
- Antam Resourcindo - Indonesia
- Indonesian Coal Mining Association
- Bhushan Steel Limited - India
- Ministry of Finance - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Karaikal Port Pvt Ltd - India
- Makarim & Taira - Indonesia
- Electricity Generating Authority of Thailand
- Maharashtra Electricity Regulatory Commission - India
- Mercuria Energy - Indonesia
- Bharathi Cement Corporation - India
- Borneo Indobara - Indonesia
- Coastal Gujarat Power Limited - India
- Semirara Mining Corp, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Australian Commodity Traders Exchange
- Xindia Steels Limited - India
- Bhoruka Overseas - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Goldman Sachs - Singapore
- Singapore Mercantile Exchange
- Thai Mozambique Logistica
- Neyveli Lignite Corporation Ltd, - India
- Maheswari Brothers Coal Limited - India
- Videocon Industries ltd - India
- Interocean Group of Companies - India
- Port Waratah Coal Services - Australia
- Ceylon Electricity Board - Sri Lanka
- CNBM International Corporation - China
- Rio Tinto Coal - Australia
- Agrawal Coal Company - India
- Eastern Coal Council - USA
- ICICI Bank Limited - India
- Straits Asia Resources Limited - Singapore
- Malabar Cements Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Kalimantan Lumbung Energi - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sree Jayajothi Cements Limited - India
- New Zealand Coal & Carbon
- Oldendorff Carriers - Singapore
- Global Business Power Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- GVK Power & Infra Limited - India
- PTC India Limited - India
- Kaltim Prima Coal - Indonesia
- Bhatia International Limited - India
- Indian Oil Corporation Limited
- Central Electricity Authority - India
- TNB Fuel Sdn Bhd - Malaysia
- Madhucon Powers Ltd - India
- Independent Power Producers Association of India
- Indian Energy Exchange, India
- Chamber of Mines of South Africa
- PowerSource Philippines DevCo
- Australian Coal Association
- Gujarat Electricity Regulatory Commission - India
- The Treasury - Australian Government
- The State Trading Corporation of India Ltd
- Sojitz Corporation - Japan
- South Luzon Thermal Energy Corporation
- SMC Global Power, Philippines
- Baramulti Group, Indonesia
- Price Waterhouse Coopers - Russia
- Kumho Petrochemical, South Korea
- Georgia Ports Authority, United States
- Tata Chemicals Ltd - India
- Minerals Council of Australia
- Altura Mining Limited, Indonesia
- Ambuja Cements Ltd - India
- Planning Commission, India
- Anglo American - United Kingdom
- Sical Logistics Limited - India
- Samtan Co., Ltd - South Korea
- Parliament of New Zealand
- Jindal Steel & Power Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Ministry of Transport, Egypt
- Cigading International Bulk Terminal - Indonesia
- Timah Investasi Mineral - Indoneisa
- Uttam Galva Steels Limited - India
- Meralco Power Generation, Philippines
- Vizag Seaport Private Limited - India
- Manunggal Multi Energi - Indonesia
- Medco Energi Mining Internasional
- SMG Consultants - Indonesia
- Posco Energy - South Korea
- Banpu Public Company Limited - Thailand
- Latin American Coal - Colombia
- Kartika Selabumi Mining - Indonesia
- Electricity Authority, New Zealand
- Directorate General of MIneral and Coal - Indonesia
- Grasim Industreis Ltd - India
- Metalloyd Limited - United Kingdom
- Coal and Oil Company - UAE
- Commonwealth Bank - Australia
- Pendopo Energi Batubara - Indonesia
- Energy Development Corp, Philippines
- Global Coal Blending Company Limited - Australia
- Standard Chartered Bank - UAE
- Aboitiz Power Corporation - Philippines
- McConnell Dowell - Australia
- Jorong Barutama Greston.PT - Indonesia
- Directorate Of Revenue Intelligence - India
- Energy Link Ltd, New Zealand
- Karbindo Abesyapradhi - Indoneisa
- Economic Council, Georgia
- Tamil Nadu electricity Board
- Bulk Trading Sa - Switzerland
- Intertek Mineral Services - Indonesia
- Trasteel International SA, Italy
- LBH Netherlands Bv - Netherlands
- MS Steel International - UAE
- The University of Queensland
- Orica Australia Pty. Ltd.
- White Energy Company Limited
- Mjunction Services Limited - India
- Carbofer General Trading SA - India
- Krishnapatnam Port Company Ltd. - India
- Mintek Dendrill Indonesia
- Attock Cement Pakistan Limited
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Petron Corporation, Philippines
- Semirara Mining and Power Corporation, Philippines
- India Bulls Power Limited - India
- Coalindo Energy - Indonesia
- OPG Power Generation Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kepco SPC Power Corporation, Philippines
- Africa Commodities Group - South Africa
- Thiess Contractors Indonesia
- Orica Mining Services - Indonesia
- International Coal Ventures Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Globalindo Alam Lestari - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Bangladesh Power Developement Board
- Merrill Lynch Commodities Europe
- Dalmia Cement Bharat India
- Simpson Spence & Young - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Central Java Power - Indonesia
- Sakthi Sugars Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Star Paper Mills Limited - India
- Aditya Birla Group - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- TeaM Sual Corporation - Philippines
- Heidelberg Cement - Germany
- Bank of Tokyo Mitsubishi UFJ Ltd
- AsiaOL BioFuels Corp., Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kapuas Tunggal Persada - Indonesia
- Romanian Commodities Exchange
- Salva Resources Pvt Ltd - India
- ASAPP Information Group - India
- European Bulk Services B.V. - Netherlands
- Deloitte Consulting - India
- Indo Tambangraya Megah - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- Bukit Baiduri Energy - Indonesia
- Marubeni Corporation - India
- Siam City Cement - Thailand
- Wood Mackenzie - Singapore
- Iligan Light & Power Inc, Philippines
- Wilmar Investment Holdings
- Essar Steel Hazira Ltd - India
- Kideco Jaya Agung - Indonesia
- Indogreen Group - Indonesia
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