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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, 02 March 23
DRY BULK MARKET: THE WAY CHINA GOES, SO GOES THE MARKET - BIMCO
We expect demand growth within the 1.5-2.5% range in 2023, driven by China’s economic recovery. Improvements in consumer sentiment should hel ...
Thursday, 02 March 23
INDIA, CHINA DEMAND BOOST LOW-RANK THERMAL COAL PRICES IN ASIA - RUSSELL, REUTERS
Signs of stronger import demand from India have arrested the decline in price of the thermal coal grades most commonly sought by the world’s ...
Thursday, 02 March 23
INDIA CHEERS THE RETURN OF ‘KING COAL’ AS INDUSTRY SEES BUOYANT FUTURE - REUTERS
India’s coal industry celebrated the return of its major conference after a three-year pandemic hiatus by presenting a bullish view of demand ...
Wednesday, 01 March 23
GEO CONNECT ASIA RETURNS IN MARCH TO ACCELERATE THE REGION’S GEOSPATIAL AND LOCATION INTELLIGENCE CAPABILITIES
Press Release: The third edition of GCA will be held in conjunction with Digital Construction Asia and the inaugural Drones Asia – an event d ...
Wednesday, 01 March 23
THE DECLINE IN THE COAL PRICE SINCE THE BEGINNING OF THE YEAR HAS BEEN SIGNIFICANT - INTERMODAL
Last week, the front-month API2 future rose by 3.5%, but since the beginning of the year the future has fallen by 39% to $136.65/t, while the Newca ...
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- Trasteel International SA, Italy
- Sindya Power Generating Company Private Ltd
- Siam City Cement - Thailand
- Global Coal Blending Company Limited - Australia
- Coastal Gujarat Power Limited - India
- Power Finance Corporation Ltd., India
- Goldman Sachs - Singapore
- Australian Commodity Traders Exchange
- Bharathi Cement Corporation - India
- Cement Manufacturers Association - India
- Electricity Authority, New Zealand
- Larsen & Toubro Limited - India
- Parliament of New Zealand
- New Zealand Coal & Carbon
- Agrawal Coal Company - India
- The Treasury - Australian Government
- Banpu Public Company Limited - Thailand
- Mercuria Energy - Indonesia
- SMG Consultants - Indonesia
- Oldendorff Carriers - Singapore
- Karaikal Port Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indonesian Coal Mining Association
- Kartika Selabumi Mining - Indonesia
- Interocean Group of Companies - India
- Maharashtra Electricity Regulatory Commission - India
- Indian Oil Corporation Limited
- Toyota Tsusho Corporation, Japan
- Orica Mining Services - Indonesia
- India Bulls Power Limited - India
- PTC India Limited - India
- Videocon Industries ltd - India
- Straits Asia Resources Limited - Singapore
- Sinarmas Energy and Mining - Indonesia
- McConnell Dowell - Australia
- Attock Cement Pakistan Limited
- Indika Energy - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Coal and Oil Company - UAE
- Neyveli Lignite Corporation Ltd, - India
- Manunggal Multi Energi - Indonesia
- Australian Coal Association
- TeaM Sual Corporation - Philippines
- Holcim Trading Pte Ltd - Singapore
- CNBM International Corporation - China
- Uttam Galva Steels Limited - India
- Economic Council, Georgia
- Indian Energy Exchange, India
- Borneo Indobara - Indonesia
- Maheswari Brothers Coal Limited - India
- Renaissance Capital - South Africa
- Jorong Barutama Greston.PT - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Alfred C Toepfer International GmbH - Germany
- Deloitte Consulting - India
- Price Waterhouse Coopers - Russia
- Sarangani Energy Corporation, Philippines
- Kepco SPC Power Corporation, Philippines
- Xindia Steels Limited - India
- Baramulti Group, Indonesia
- Antam Resourcindo - Indonesia
- SMC Global Power, Philippines
- Planning Commission, India
- LBH Netherlands Bv - Netherlands
- Electricity Generating Authority of Thailand
- Jaiprakash Power Ventures ltd
- Riau Bara Harum - Indonesia
- GVK Power & Infra Limited - India
- Wilmar Investment Holdings
- Petrochimia International Co. Ltd.- Taiwan
- Samtan Co., Ltd - South Korea
- Romanian Commodities Exchange
- OPG Power Generation Pvt Ltd - India
- Medco Energi Mining Internasional
- Sojitz Corporation - Japan
- Semirara Mining and Power Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Commonwealth Bank - Australia
- Parry Sugars Refinery, India
- International Coal Ventures Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Marubeni Corporation - India
- SN Aboitiz Power Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- White Energy Company Limited
- PNOC Exploration Corporation - Philippines
- Wood Mackenzie - Singapore
- PowerSource Philippines DevCo
- Barasentosa Lestari - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- MS Steel International - UAE
- Globalindo Alam Lestari - Indonesia
- Indogreen Group - Indonesia
- San Jose City I Power Corp, Philippines
- Siam City Cement PLC, Thailand
- Formosa Plastics Group - Taiwan
- ASAPP Information Group - India
- Indo Tambangraya Megah - Indonesia
- Global Green Power PLC Corporation, Philippines
- Bhushan Steel Limited - India
- IEA Clean Coal Centre - UK
- Ministry of Mines - Canada
- Kobexindo Tractors - Indoneisa
- PetroVietnam Power Coal Import and Supply Company
- Orica Australia Pty. Ltd.
- Salva Resources Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- Dalmia Cement Bharat India
- Makarim & Taira - Indonesia
- Posco Energy - South Korea
- Therma Luzon, Inc, Philippines
- Heidelberg Cement - Germany
- Standard Chartered Bank - UAE
- Aboitiz Power Corporation - Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Gujarat Electricity Regulatory Commission - India
- Altura Mining Limited, Indonesia
- European Bulk Services B.V. - Netherlands
- Star Paper Mills Limited - India
- IHS Mccloskey Coal Group - USA
- Bulk Trading Sa - Switzerland
- Ind-Barath Power Infra Limited - India
- Pendopo Energi Batubara - Indonesia
- ICICI Bank Limited - India
- Kapuas Tunggal Persada - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Binh Thuan Hamico - Vietnam
- Chettinad Cement Corporation Ltd - India
- Chamber of Mines of South Africa
- Georgia Ports Authority, United States
- Sree Jayajothi Cements Limited - India
- Anglo American - United Kingdom
- Bangladesh Power Developement Board
- Global Business Power Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- GMR Energy Limited - India
- GAC Shipping (India) Pvt Ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Iligan Light & Power Inc, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Lanco Infratech Ltd - India
- Savvy Resources Ltd - HongKong
- Bahari Cakrawala Sebuku - Indonesia
- South Luzon Thermal Energy Corporation
- Energy Link Ltd, New Zealand
- Bukit Makmur.PT - Indonesia
- Latin American Coal - Colombia
- Singapore Mercantile Exchange
- Coalindo Energy - Indonesia
- Simpson Spence & Young - Indonesia
- Kideco Jaya Agung - Indonesia
- The State Trading Corporation of India Ltd
- Karbindo Abesyapradhi - Indoneisa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Port Waratah Coal Services - Australia
- Tata Chemicals Ltd - India
- Madhucon Powers Ltd - India
- Meralco Power Generation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Central Java Power - Indonesia
- Bhatia International Limited - India
- Cigading International Bulk Terminal - Indonesia
- Directorate Of Revenue Intelligence - India
- Sical Logistics Limited - India
- Thai Mozambique Logistica
- Tamil Nadu electricity Board
- Intertek Mineral Services - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Directorate General of MIneral and Coal - Indonesia
- Mintek Dendrill Indonesia
- Ministry of Transport, Egypt
- Grasim Industreis Ltd - India
- Africa Commodities Group - South Africa
- Independent Power Producers Association of India
- Ministry of Finance - Indonesia
- Thiess Contractors Indonesia
- Semirara Mining Corp, Philippines
- Mercator Lines Limited - India
- CIMB Investment Bank - Malaysia
- Rashtriya Ispat Nigam Limited - India
- Merrill Lynch Commodities Europe
- The University of Queensland
- Gujarat Mineral Development Corp Ltd - India
- Vizag Seaport Private Limited - India
- Jindal Steel & Power Ltd - India
- VISA Power Limited - India
- Gujarat Sidhee Cement - India
- Rio Tinto Coal - Australia
- Bayan Resources Tbk. - Indonesia
- Ambuja Cements Ltd - India
- Petron Corporation, Philippines
- Malabar Cements Ltd - India
- Meenaskhi Energy Private Limited - India
- Sakthi Sugars Limited - India
- Energy Development Corp, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Bukit Baiduri Energy - Indonesia
- Kaltim Prima Coal - Indonesia
- Kumho Petrochemical, South Korea
- Vedanta Resources Plc - India
- Carbofer General Trading SA - India
- Eastern Coal Council - USA
- Central Electricity Authority - India
- Miang Besar Coal Terminal - Indonesia
- Aditya Birla Group - India
- Eastern Energy - Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Timah Investasi Mineral - Indoneisa
- London Commodity Brokers - England
- Edison Trading Spa - Italy
- Minerals Council of Australia
- Mjunction Services Limited - India
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