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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, 22 March 23
MARKET INSIGHT - INTERMODAL
The crude tanker market continues to gather momentum as we head towards the end of 1Q2023, against a backdrop of strong U.S. exports paired with a ...
Wednesday, 22 March 23
WILL LOWER GAS PRICES SPARK SWITCHING IN EUROPE AND ASIA?
Record high prices devastated demand for gas and LNG across Asia and Europe last year. But with prices falling, companies are starting to re-evalua ...
Monday, 20 March 23
NTPC MULLS 5.4 MILLION TONNES COAL IMPORT IN FIRST HALF OF 2023-24: PTI
State-run power giant NTPC is planning to import around 5.4 million tonnes of coal to meet the supply shortage during the first half 2023-24 fiscal ...
Monday, 20 March 23
S. AFRICA’S EXXARO RESOURCES SAYS COAL PRICES COOLING OFF - REUTERS
South Africa’s Exxaro Resources on Thursday posted a 28% jump in 2022 profit after seeing average coal prices surge more than 150%, but warne ...
Saturday, 18 March 23
RUSSIAN LNG EXPORTS TO EUROPE REMAIN HIGH - VESSELS VALUE
Russian LNG exports to Europe remained at very high levels in February at 3.6 million CBM, following a 13 month high in January of 4.1 million CBM. ...
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- Barasentosa Lestari - Indonesia
- Attock Cement Pakistan Limited
- Gujarat Mineral Development Corp Ltd - India
- Kepco SPC Power Corporation, Philippines
- Aditya Birla Group - India
- Ministry of Finance - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Coalindo Energy - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- India Bulls Power Limited - India
- Thai Mozambique Logistica
- Sree Jayajothi Cements Limited - India
- Cigading International Bulk Terminal - Indonesia
- Semirara Mining Corp, Philippines
- Sinarmas Energy and Mining - Indonesia
- Latin American Coal - Colombia
- Indian Oil Corporation Limited
- GAC Shipping (India) Pvt Ltd
- Asmin Koalindo Tuhup - Indonesia
- Sical Logistics Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Malabar Cements Ltd - India
- Sakthi Sugars Limited - India
- Baramulti Group, Indonesia
- San Jose City I Power Corp, Philippines
- Rio Tinto Coal - Australia
- Orica Mining Services - Indonesia
- Simpson Spence & Young - Indonesia
- Bulk Trading Sa - Switzerland
- Price Waterhouse Coopers - Russia
- TNB Fuel Sdn Bhd - Malaysia
- London Commodity Brokers - England
- Deloitte Consulting - India
- Directorate General of MIneral and Coal - Indonesia
- Wilmar Investment Holdings
- Indian Energy Exchange, India
- Kapuas Tunggal Persada - Indonesia
- Timah Investasi Mineral - Indoneisa
- Edison Trading Spa - Italy
- Orica Australia Pty. Ltd.
- Bhoruka Overseas - Indonesia
- Banpu Public Company Limited - Thailand
- GN Power Mariveles Coal Plant, Philippines
- Mercuria Energy - Indonesia
- Coal and Oil Company - UAE
- Krishnapatnam Port Company Ltd. - India
- Directorate Of Revenue Intelligence - India
- Leighton Contractors Pty Ltd - Australia
- Eastern Coal Council - USA
- CIMB Investment Bank - Malaysia
- Indogreen Group - Indonesia
- Indika Energy - Indonesia
- Tamil Nadu electricity Board
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Georgia Ports Authority, United States
- Ministry of Mines - Canada
- Meenaskhi Energy Private Limited - India
- Lanco Infratech Ltd - India
- ICICI Bank Limited - India
- The State Trading Corporation of India Ltd
- Karaikal Port Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Kideco Jaya Agung - Indonesia
- Uttam Galva Steels Limited - India
- OPG Power Generation Pvt Ltd - India
- Star Paper Mills Limited - India
- Rashtriya Ispat Nigam Limited - India
- Singapore Mercantile Exchange
- Carbofer General Trading SA - India
- Tata Chemicals Ltd - India
- Marubeni Corporation - India
- Sojitz Corporation - Japan
- Kobexindo Tractors - Indoneisa
- Mjunction Services Limited - India
- SMG Consultants - Indonesia
- Parliament of New Zealand
- Trasteel International SA, Italy
- LBH Netherlands Bv - Netherlands
- Chettinad Cement Corporation Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Australian Coal Association
- Meralco Power Generation, Philippines
- Bayan Resources Tbk. - Indonesia
- PNOC Exploration Corporation - Philippines
- Manunggal Multi Energi - Indonesia
- Cement Manufacturers Association - India
- Kumho Petrochemical, South Korea
- Agrawal Coal Company - India
- Indo Tambangraya Megah - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bukit Makmur.PT - Indonesia
- Binh Thuan Hamico - Vietnam
- Ambuja Cements Ltd - India
- Mintek Dendrill Indonesia
- Altura Mining Limited, Indonesia
- CNBM International Corporation - China
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- GVK Power & Infra Limited - India
- Siam City Cement - Thailand
- ASAPP Information Group - India
- Parry Sugars Refinery, India
- New Zealand Coal & Carbon
- Miang Besar Coal Terminal - Indonesia
- Ind-Barath Power Infra Limited - India
- Xindia Steels Limited - India
- Globalindo Alam Lestari - Indonesia
- Bharathi Cement Corporation - India
- Borneo Indobara - Indonesia
- Toyota Tsusho Corporation, Japan
- Planning Commission, India
- Billiton Holdings Pty Ltd - Australia
- Central Java Power - Indonesia
- Jaiprakash Power Ventures ltd
- Straits Asia Resources Limited - Singapore
- Minerals Council of Australia
- Jorong Barutama Greston.PT - Indonesia
- Dalmia Cement Bharat India
- Goldman Sachs - Singapore
- Essar Steel Hazira Ltd - India
- Madhucon Powers Ltd - India
- SN Aboitiz Power Inc, Philippines
- Videocon Industries ltd - India
- Pendopo Energi Batubara - Indonesia
- The University of Queensland
- Posco Energy - South Korea
- Interocean Group of Companies - India
- Kartika Selabumi Mining - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Makarim & Taira - Indonesia
- Thiess Contractors Indonesia
- Indonesian Coal Mining Association
- Bukit Asam (Persero) Tbk - Indonesia
- South Luzon Thermal Energy Corporation
- Antam Resourcindo - Indonesia
- Petron Corporation, Philippines
- GMR Energy Limited - India
- Vizag Seaport Private Limited - India
- Iligan Light & Power Inc, Philippines
- Ministry of Transport, Egypt
- Power Finance Corporation Ltd., India
- Port Waratah Coal Services - Australia
- Standard Chartered Bank - UAE
- Samtan Co., Ltd - South Korea
- Global Coal Blending Company Limited - Australia
- Formosa Plastics Group - Taiwan
- Economic Council, Georgia
- Vijayanagar Sugar Pvt Ltd - India
- Global Green Power PLC Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Coastal Gujarat Power Limited - India
- Independent Power Producers Association of India
- Energy Link Ltd, New Zealand
- Vedanta Resources Plc - India
- Semirara Mining and Power Corporation, Philippines
- MS Steel International - UAE
- Ceylon Electricity Board - Sri Lanka
- The Treasury - Australian Government
- McConnell Dowell - Australia
- Sindya Power Generating Company Private Ltd
- PTC India Limited - India
- IEA Clean Coal Centre - UK
- Grasim Industreis Ltd - India
- Australian Commodity Traders Exchange
- Bhatia International Limited - India
- SMC Global Power, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Energy Development Corp, Philippines
- Electricity Authority, New Zealand
- Heidelberg Cement - Germany
- Mercator Lines Limited - India
- Chamber of Mines of South Africa
- Electricity Generating Authority of Thailand
- Oldendorff Carriers - Singapore
- Holcim Trading Pte Ltd - Singapore
- Bangladesh Power Developement Board
- Gujarat Electricity Regulatory Commission - India
- Metalloyd Limited - United Kingdom
- Intertek Mineral Services - Indonesia
- Eastern Energy - Thailand
- Salva Resources Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Bhushan Steel Limited - India
- Therma Luzon, Inc, Philippines
- IHS Mccloskey Coal Group - USA
- Commonwealth Bank - Australia
- Merrill Lynch Commodities Europe
- White Energy Company Limited
- Larsen & Toubro Limited - India
- Gujarat Sidhee Cement - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sarangani Energy Corporation, Philippines
- Central Electricity Authority - India
- Medco Energi Mining Internasional
- Bank of Tokyo Mitsubishi UFJ Ltd
- VISA Power Limited - India
- Kaltim Prima Coal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Africa Commodities Group - South Africa
- Kohat Cement Company Ltd. - Pakistan
- Global Business Power Corporation, Philippines
- Renaissance Capital - South Africa
- TeaM Sual Corporation - Philippines
- PetroVietnam Power Coal Import and Supply Company
- Maharashtra Electricity Regulatory Commission - India
- Wood Mackenzie - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Jindal Steel & Power Ltd - India
- Anglo American - United Kingdom
- European Bulk Services B.V. - Netherlands
- Savvy Resources Ltd - HongKong
- Alfred C Toepfer International GmbH - Germany
- Aboitiz Power Corporation - Philippines
- Maheswari Brothers Coal Limited - India
- Riau Bara Harum - Indonesia
- PowerSource Philippines DevCo
- Romanian Commodities Exchange
- International Coal Ventures Pvt Ltd - India
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