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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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Tuesday, 11 April 23
OIL RISES ON CHINA STIMULUS EXPECTATIONS, WEAKER DOLLAR - REUTERS
Oil prices rose on Tuesday on expectations of potential economic stimulus by China, healthy demand in the rest of Asia and a drop in U.S. crude sto ...
Sunday, 09 April 23
CHINA’S BUSINESS INCOME REBOUND POINTS TO IMPROVING ECONOMY: OFFICIAL - XINHUA
Chinese businesses have posted a strong rebound in sales revenue since the beginning of this year in the latest signal of an improving economy.
...
Sunday, 09 April 23
COAL INDIA TO BOOST SUPPLIES TO INDUSTRIES AS UTILITIES’ INVENTORIES RISE - REUTERS
Coal India Ltd will increase supplies to industries, the world’s largest coal miner said on Wednesday as fuel inventories at utilities run by ...
Thursday, 06 April 23
MARKET INSIGHT - INTERMODAL
LNG Current Supply/Demand Dynamics
This year, LNG supply will likely exceed demand, so prices will need to decline to levels that will encourag ...
Sunday, 26 March 23
EUROPE’S RUSH TO LNG COULD TURN INTO 'WORLD’S MOST EXPENSIVE AND UNNECESSARY INSURANCE POLICY'- CNBC
Europe’s rapid buildout of liquefied natural gas infrastructure is on track to far exceed demand by the end of the decade, according to new r ...
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- Global Business Power Corporation, Philippines
- Electricity Authority, New Zealand
- Bukit Baiduri Energy - Indonesia
- Sarangani Energy Corporation, Philippines
- Indika Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- Anglo American - United Kingdom
- South Luzon Thermal Energy Corporation
- Bulk Trading Sa - Switzerland
- Tata Chemicals Ltd - India
- Energy Development Corp, Philippines
- LBH Netherlands Bv - Netherlands
- Bank of Tokyo Mitsubishi UFJ Ltd
- Petron Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- Leighton Contractors Pty Ltd - Australia
- Energy Link Ltd, New Zealand
- TNB Fuel Sdn Bhd - Malaysia
- OPG Power Generation Pvt Ltd - India
- Madhucon Powers Ltd - India
- SN Aboitiz Power Inc, Philippines
- Essar Steel Hazira Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Deloitte Consulting - India
- Planning Commission, India
- Gujarat Sidhee Cement - India
- Kideco Jaya Agung - Indonesia
- Jindal Steel & Power Ltd - India
- VISA Power Limited - India
- Coastal Gujarat Power Limited - India
- Carbofer General Trading SA - India
- Sojitz Corporation - Japan
- Thiess Contractors Indonesia
- MS Steel International - UAE
- Commonwealth Bank - Australia
- Bangladesh Power Developement Board
- Alfred C Toepfer International GmbH - Germany
- Krishnapatnam Port Company Ltd. - India
- Eastern Coal Council - USA
- Goldman Sachs - Singapore
- Lanco Infratech Ltd - India
- Edison Trading Spa - Italy
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Posco Energy - South Korea
- PowerSource Philippines DevCo
- European Bulk Services B.V. - Netherlands
- Uttam Galva Steels Limited - India
- Singapore Mercantile Exchange
- Samtan Co., Ltd - South Korea
- Sinarmas Energy and Mining - Indonesia
- Australian Coal Association
- Directorate General of MIneral and Coal - Indonesia
- Barasentosa Lestari - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Meenaskhi Energy Private Limited - India
- Wood Mackenzie - Singapore
- Merrill Lynch Commodities Europe
- Wilmar Investment Holdings
- London Commodity Brokers - England
- Gujarat Electricity Regulatory Commission - India
- The State Trading Corporation of India Ltd
- Karbindo Abesyapradhi - Indoneisa
- Independent Power Producers Association of India
- Manunggal Multi Energi - Indonesia
- Savvy Resources Ltd - HongKong
- Globalindo Alam Lestari - Indonesia
- Siam City Cement - Thailand
- Sical Logistics Limited - India
- Ambuja Cements Ltd - India
- Parry Sugars Refinery, India
- PetroVietnam Power Coal Import and Supply Company
- Ministry of Finance - Indonesia
- Sakthi Sugars Limited - India
- Chamber of Mines of South Africa
- White Energy Company Limited
- Thai Mozambique Logistica
- AsiaOL BioFuels Corp., Philippines
- IEA Clean Coal Centre - UK
- Vijayanagar Sugar Pvt Ltd - India
- The Treasury - Australian Government
- Binh Thuan Hamico - Vietnam
- Jaiprakash Power Ventures ltd
- Romanian Commodities Exchange
- Indonesian Coal Mining Association
- Directorate Of Revenue Intelligence - India
- San Jose City I Power Corp, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Interocean Group of Companies - India
- Mintek Dendrill Indonesia
- SMC Global Power, Philippines
- Kaltim Prima Coal - Indonesia
- Bukit Makmur.PT - Indonesia
- Kobexindo Tractors - Indoneisa
- Electricity Generating Authority of Thailand
- SMG Consultants - Indonesia
- PNOC Exploration Corporation - Philippines
- TeaM Sual Corporation - Philippines
- PTC India Limited - India
- Standard Chartered Bank - UAE
- GVK Power & Infra Limited - India
- Agrawal Coal Company - India
- Riau Bara Harum - Indonesia
- Altura Mining Limited, Indonesia
- Port Waratah Coal Services - Australia
- Ceylon Electricity Board - Sri Lanka
- Ministry of Transport, Egypt
- Kartika Selabumi Mining - Indonesia
- Attock Cement Pakistan Limited
- Semirara Mining Corp, Philippines
- Indogreen Group - Indonesia
- Orica Australia Pty. Ltd.
- GAC Shipping (India) Pvt Ltd
- GN Power Mariveles Coal Plant, Philippines
- Kumho Petrochemical, South Korea
- Ind-Barath Power Infra Limited - India
- Renaissance Capital - South Africa
- Salva Resources Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Mercuria Energy - Indonesia
- Vedanta Resources Plc - India
- Heidelberg Cement - Germany
- Banpu Public Company Limited - Thailand
- Metalloyd Limited - United Kingdom
- Marubeni Corporation - India
- Power Finance Corporation Ltd., India
- Asmin Koalindo Tuhup - Indonesia
- Orica Mining Services - Indonesia
- Minerals Council of Australia
- Global Green Power PLC Corporation, Philippines
- Bharathi Cement Corporation - India
- Pipit Mutiara Jaya. PT, Indonesia
- Indian Oil Corporation Limited
- Bhoruka Overseas - Indonesia
- Xindia Steels Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Cement Manufacturers Association - India
- McConnell Dowell - Australia
- Mjunction Services Limited - India
- Malabar Cements Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- CNBM International Corporation - China
- Economic Council, Georgia
- Meralco Power Generation, Philippines
- Africa Commodities Group - South Africa
- Bhatia International Limited - India
- Straits Asia Resources Limited - Singapore
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Oldendorff Carriers - Singapore
- Pendopo Energi Batubara - Indonesia
- Siam City Cement PLC, Thailand
- Simpson Spence & Young - Indonesia
- India Bulls Power Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Bayan Resources Tbk. - Indonesia
- Australian Commodity Traders Exchange
- Ministry of Mines - Canada
- Central Electricity Authority - India
- Larsen & Toubro Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Georgia Ports Authority, United States
- GMR Energy Limited - India
- Parliament of New Zealand
- Rashtriya Ispat Nigam Limited - India
- Rio Tinto Coal - Australia
- Makarim & Taira - Indonesia
- ASAPP Information Group - India
- Mercator Lines Limited - India
- ICICI Bank Limited - India
- Indian Energy Exchange, India
- Medco Energi Mining Internasional
- Aboitiz Power Corporation - Philippines
- Kohat Cement Company Ltd. - Pakistan
- Star Paper Mills Limited - India
- Semirara Mining and Power Corporation, Philippines
- Therma Luzon, Inc, Philippines
- Dalmia Cement Bharat India
- Iligan Light & Power Inc, Philippines
- Baramulti Group, Indonesia
- Coal and Oil Company - UAE
- Neyveli Lignite Corporation Ltd, - India
- Borneo Indobara - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Central Java Power - Indonesia
- Trasteel International SA, Italy
- The University of Queensland
- CIMB Investment Bank - Malaysia
- Sindya Power Generating Company Private Ltd
- Toyota Tsusho Corporation, Japan
- International Coal Ventures Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Indo Tambangraya Megah - Indonesia
- Grasim Industreis Ltd - India
- Tamil Nadu electricity Board
- Billiton Holdings Pty Ltd - Australia
- Timah Investasi Mineral - Indoneisa
- Vizag Seaport Private Limited - India
- Latin American Coal - Colombia
- IHS Mccloskey Coal Group - USA
- Bhushan Steel Limited - India
- Aditya Birla Group - India
- Videocon Industries ltd - India
- Sree Jayajothi Cements Limited - India
- Eastern Energy - Thailand
- Cigading International Bulk Terminal - Indonesia
- New Zealand Coal & Carbon
- Antam Resourcindo - Indonesia
- Price Waterhouse Coopers - Russia
- Gujarat Mineral Development Corp Ltd - India
- Formosa Plastics Group - Taiwan
- Holcim Trading Pte Ltd - Singapore
- Chettinad Cement Corporation Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Kepco SPC Power Corporation, Philippines
- Coalindo Energy - Indonesia
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