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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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Wednesday, 21 June 23
CHINA'S MAY COAL IMPORTS FROM AUSTRALIA RECOVER TO PRE-BAN LEVELS - REUTERS
Australian coal sales to China increased in May, as trade resumed between them even as overall coal demand weakened against an uncertain macroecono ...
Monday, 19 June 23
DROUGHT-DEPLETED HYDROPOWER DRIVES CHINA TO TURN TO COAL - REUTERS
China has leant hard on coal-fired power plants as well as wind and solar generators to make up for a shortfall in hydroelectric generation as a re ...
Monday, 19 June 23
CHINA COAL OUTPUT UP 4.2 PCT IN MAY - XINHUA
China’s raw coal output posted steady growth in May, official data showed.
The country produced 390 million tonnes of raw coal ...
Wednesday, 24 May 23
AMMONIA-FUELLED BULK CARRIERS WITHIN FIVE YEARS - BALTIC EXCHANGE
Within five years, ships powered by clean ammonia could be a feature on the iron ore trade routes between West Australia and East Asia.
A study ...
Tuesday, 23 May 23
CHINA'S APRIL COAL OUTPUT LEAPS 11% ON YEAR, BUT DEMAND DOWNTURN LOOMS - REUTERS
China’s daily coal output in April jumped 11% from the same month a year earlier, boosted by Beijing’s order to increase supply to ensu ...
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- Tata Chemicals Ltd - India
- Kideco Jaya Agung - Indonesia
- Vizag Seaport Private Limited - India
- Gujarat Electricity Regulatory Commission - India
- PNOC Exploration Corporation - Philippines
- GN Power Mariveles Coal Plant, Philippines
- Singapore Mercantile Exchange
- Kartika Selabumi Mining - Indonesia
- Alfred C Toepfer International GmbH - Germany
- PTC India Limited - India
- India Bulls Power Limited - India
- Xindia Steels Limited - India
- Malabar Cements Ltd - India
- Carbofer General Trading SA - India
- Tamil Nadu electricity Board
- Bhushan Steel Limited - India
- Sinarmas Energy and Mining - Indonesia
- Savvy Resources Ltd - HongKong
- Central Electricity Authority - India
- Larsen & Toubro Limited - India
- Samtan Co., Ltd - South Korea
- Goldman Sachs - Singapore
- Bhatia International Limited - India
- Simpson Spence & Young - Indonesia
- Gujarat Sidhee Cement - India
- Siam City Cement PLC, Thailand
- European Bulk Services B.V. - Netherlands
- Coalindo Energy - Indonesia
- SMC Global Power, Philippines
- GMR Energy Limited - India
- Indian Oil Corporation Limited
- Baramulti Group, Indonesia
- Global Business Power Corporation, Philippines
- Makarim & Taira - Indonesia
- Georgia Ports Authority, United States
- Banpu Public Company Limited - Thailand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- OPG Power Generation Pvt Ltd - India
- Electricity Authority, New Zealand
- Manunggal Multi Energi - Indonesia
- Price Waterhouse Coopers - Russia
- Binh Thuan Hamico - Vietnam
- Timah Investasi Mineral - Indoneisa
- Indian Energy Exchange, India
- Sree Jayajothi Cements Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Madhucon Powers Ltd - India
- Indonesian Coal Mining Association
- Meenaskhi Energy Private Limited - India
- Commonwealth Bank - Australia
- Cement Manufacturers Association - India
- London Commodity Brokers - England
- Thai Mozambique Logistica
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Parry Sugars Refinery, India
- Minerals Council of Australia
- Bukit Baiduri Energy - Indonesia
- Coastal Gujarat Power Limited - India
- Pendopo Energi Batubara - Indonesia
- Planning Commission, India
- Port Waratah Coal Services - Australia
- Chettinad Cement Corporation Ltd - India
- Sarangani Energy Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- PowerSource Philippines DevCo
- Oldendorff Carriers - Singapore
- TeaM Sual Corporation - Philippines
- Standard Chartered Bank - UAE
- Semirara Mining Corp, Philippines
- Deloitte Consulting - India
- PetroVietnam Power Coal Import and Supply Company
- Aditya Birla Group - India
- Indika Energy - Indonesia
- Cigading International Bulk Terminal - Indonesia
- MS Steel International - UAE
- Ambuja Cements Ltd - India
- Metalloyd Limited - United Kingdom
- Eastern Energy - Thailand
- Coal and Oil Company - UAE
- Siam City Cement - Thailand
- Posco Energy - South Korea
- TNB Fuel Sdn Bhd - Malaysia
- Aboitiz Power Corporation - Philippines
- The State Trading Corporation of India Ltd
- Holcim Trading Pte Ltd - Singapore
- Jaiprakash Power Ventures ltd
- Energy Link Ltd, New Zealand
- Kaltim Prima Coal - Indonesia
- GAC Shipping (India) Pvt Ltd
- Chamber of Mines of South Africa
- Intertek Mineral Services - Indonesia
- Borneo Indobara - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indo Tambangraya Megah - Indonesia
- Mercator Lines Limited - India
- Kobexindo Tractors - Indoneisa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Antam Resourcindo - Indonesia
- Formosa Plastics Group - Taiwan
- Miang Besar Coal Terminal - Indonesia
- The Treasury - Australian Government
- Attock Cement Pakistan Limited
- Heidelberg Cement - Germany
- Maharashtra Electricity Regulatory Commission - India
- ASAPP Information Group - India
- Toyota Tsusho Corporation, Japan
- Sindya Power Generating Company Private Ltd
- Lanco Infratech Ltd - India
- McConnell Dowell - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Africa Commodities Group - South Africa
- San Jose City I Power Corp, Philippines
- Mjunction Services Limited - India
- Economic Council, Georgia
- Bayan Resources Tbk. - Indonesia
- Interocean Group of Companies - India
- Iligan Light & Power Inc, Philippines
- White Energy Company Limited
- Karaikal Port Pvt Ltd - India
- Ministry of Transport, Egypt
- Power Finance Corporation Ltd., India
- Agrawal Coal Company - India
- Therma Luzon, Inc, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Globalindo Alam Lestari - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Australian Commodity Traders Exchange
- Krishnapatnam Port Company Ltd. - India
- The University of Queensland
- Neyveli Lignite Corporation Ltd, - India
- Bharathi Cement Corporation - India
- Riau Bara Harum - Indonesia
- Mercuria Energy - Indonesia
- Altura Mining Limited, Indonesia
- Sical Logistics Limited - India
- Kepco SPC Power Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- SMG Consultants - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Uttam Galva Steels Limited - India
- IHS Mccloskey Coal Group - USA
- Dalmia Cement Bharat India
- Romanian Commodities Exchange
- Rio Tinto Coal - Australia
- Salva Resources Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Central Java Power - Indonesia
- South Luzon Thermal Energy Corporation
- CNBM International Corporation - China
- Bhoruka Overseas - Indonesia
- Orica Mining Services - Indonesia
- Sakthi Sugars Limited - India
- Energy Development Corp, Philippines
- Rashtriya Ispat Nigam Limited - India
- Bangladesh Power Developement Board
- Offshore Bulk Terminal Pte Ltd, Singapore
- Gujarat Mineral Development Corp Ltd - India
- Petron Corporation, Philippines
- GVK Power & Infra Limited - India
- Anglo American - United Kingdom
- Ministry of Mines - Canada
- Independent Power Producers Association of India
- Parliament of New Zealand
- Ministry of Finance - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- CIMB Investment Bank - Malaysia
- Jindal Steel & Power Ltd - India
- Medco Energi Mining Internasional
- Latin American Coal - Colombia
- Essar Steel Hazira Ltd - India
- Grasim Industreis Ltd - India
- Renaissance Capital - South Africa
- Meralco Power Generation, Philippines
- Directorate Of Revenue Intelligence - India
- Marubeni Corporation - India
- Directorate General of MIneral and Coal - Indonesia
- Indogreen Group - Indonesia
- Sojitz Corporation - Japan
- Thiess Contractors Indonesia
- Wilmar Investment Holdings
- Merrill Lynch Commodities Europe
- Bukit Makmur.PT - Indonesia
- Mintek Dendrill Indonesia
- Global Coal Blending Company Limited - Australia
- Eastern Coal Council - USA
- Billiton Holdings Pty Ltd - Australia
- IEA Clean Coal Centre - UK
- Asmin Koalindo Tuhup - Indonesia
- International Coal Ventures Pvt Ltd - India
- Straits Asia Resources Limited - Singapore
- Maheswari Brothers Coal Limited - India
- Orica Australia Pty. Ltd.
- Wood Mackenzie - Singapore
- Kapuas Tunggal Persada - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Australian Coal Association
- Jorong Barutama Greston.PT - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Kumho Petrochemical, South Korea
- Kalimantan Lumbung Energi - Indonesia
- Bulk Trading Sa - Switzerland
- Star Paper Mills Limited - India
- AsiaOL BioFuels Corp., Philippines
- Trasteel International SA, Italy
- Vedanta Resources Plc - India
- LBH Netherlands Bv - Netherlands
- Edison Trading Spa - Italy
- Videocon Industries ltd - India
- Kohat Cement Company Ltd. - Pakistan
- ICICI Bank Limited - India
- Electricity Generating Authority of Thailand
- Ind-Barath Power Infra Limited - India
- New Zealand Coal & Carbon
- Barasentosa Lestari - Indonesia
- VISA Power Limited - India
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