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Tuesday, 22 August 17
THOSE DOG DAYS OF SUMMER STEEL PRODUCTION IN CHINA - COMMODORE
 COALspot.com: One popular but inaccurate narrative that makes the rounds every June and July (and occurred again this year) is that China’s steel output and demand are very weak in summer months.
The pundits that make this claim year after year ignore what actually occurs in China. However, as examined in Commodore Research's July 3rd Weekly China Report, a look back at seasonal steel output in China showed that steel output usually comes under only a small amount of pressure every June, July, and August. As Commodore Research advocated in that report, there was no reason to expect a large drop in Chinese steel output would occur this summer -- but nevertheless, that is what many pundits were predicting.
As discussed in Commodore Research's July 3rd Weekly China Report, last year saw China produce 70.5 million tons of crude steel in May (which at that time was close to a record). The next three months then saw crude steel production average 68.3 million tons, which worked out to a decline of only 3% from May’s production. This type of very small decline has been commonly seen in recent years. In addition, compared to the 65.3 million ton production average seen during the first four months of 2016, the 68.3 million ton production average seen during June, July, and August 2016 was up by 3 million tons (5%).
Leading up to this summer, it was wrong when many pundits were stating that Chinese steel output comes under great pressure during the summer of each year. This is not true, and Commodore Research insisted this would not occur this year. Going forward, though, many pundits will remain of the view that China's steel output typically comes under great pressure every summer. This year they are seeing how that is not true, but come next year the same inaccurate narrative will surface again before the summer of 2018 begins.
Overall, in many markets, economic coverage is often wrong and misleading. There is a great deal of money to be made in the shipping and related equity markets whenever perception is not aligned with reality.
About Commodore Research & Consultancy
Commodore Research & Consultancy focuses on providing forward-looking views and analysis on the global economy, national economies, and individual equity and commodity markets. Commodore Research & Consultancy work provides non-consensus research and analysis and often highlights flaws in market consensus.
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Tuesday, 06 February 24
INDIA'S COAL PRODUCTION INCREASES BY 10.3% TO 99.73 MILLION TONNE IN JANUARY - PTI
The country’s coal output rose 10.3 per cent to 99.73 Million Tonne (MT) in January, over the same month in the previous fiscal.
...
Friday, 02 February 24
DRY BULK MARKET: THE DOWNWARD REVISION IN THE GROWTH OF CAPESIZE TONNE DAYS IN JANUARY WITH THE BCI DROPPING - MARIA BERTZELETOU
In the last week of January, the dry freight market sustained weakness in the Capesize segment, while the number of ballasters in the Southeast (SE ...
Friday, 02 February 24
COAL INDIA ACHIEVES NEARLY 80% OF ITS FY24 PRODUCTION TARGET IN TEN MONTHS - CNBCTV18
For the month of January, the company’s production grew by 9.1% from the same period last year to 78.4 Million Tonnes (MT), from 71.9 MT last ...
Thursday, 01 February 24
CHINA'S WIND, SOLAR CAPACITY TO OVERTAKE COAL IN 2024 - INDUSTRY BODY, REUTERS REPORTED
China’s installed wind and solar capacity is expected to overtake coal for the first time this year, according to industry forecasts.
&nb ...
Thursday, 01 February 24
ANTI-DEDUCTION CLAUSES: CAN A CHARTERER WITHHOLD HIRE WITHOUT AN OWNER'S CONSENT? - SKULD
KNOWLEDGE TO ELEVATE
Summary
In The Anna Dorothea, the Court found that where a charterparty provides that no deduction from hire may be m ...
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Showing 16 to 20 news of total 6846 |
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- International Coal Ventures Pvt Ltd - India
- Ministry of Mines - Canada
- Eastern Coal Council - USA
- Orica Australia Pty. Ltd.
- Timah Investasi Mineral - Indoneisa
- Planning Commission, India
- Sarangani Energy Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Bharathi Cement Corporation - India
- Latin American Coal - Colombia
- Goldman Sachs - Singapore
- Coastal Gujarat Power Limited - India
- Parry Sugars Refinery, India
- Indonesian Coal Mining Association
- OPG Power Generation Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- Banpu Public Company Limited - Thailand
- Vedanta Resources Plc - India
- Australian Coal Association
- Riau Bara Harum - Indonesia
- Grasim Industreis Ltd - India
- VISA Power Limited - India
- Meenaskhi Energy Private Limited - India
- Intertek Mineral Services - Indonesia
- Coal and Oil Company - UAE
- The University of Queensland
- Standard Chartered Bank - UAE
- Ind-Barath Power Infra Limited - India
- PTC India Limited - India
- Energy Development Corp, Philippines
- Merrill Lynch Commodities Europe
- Aditya Birla Group - India
- Toyota Tsusho Corporation, Japan
- Commonwealth Bank - Australia
- PetroVietnam Power Coal Import and Supply Company
- Maheswari Brothers Coal Limited - India
- Barasentosa Lestari - Indonesia
- Directorate Of Revenue Intelligence - India
- Sindya Power Generating Company Private Ltd
- Bhoruka Overseas - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Posco Energy - South Korea
- Kumho Petrochemical, South Korea
- Samtan Co., Ltd - South Korea
- Leighton Contractors Pty Ltd - Australia
- New Zealand Coal & Carbon
- GN Power Mariveles Coal Plant, Philippines
- IHS Mccloskey Coal Group - USA
- Romanian Commodities Exchange
- Chamber of Mines of South Africa
- MS Steel International - UAE
- Deloitte Consulting - India
- Bukit Asam (Persero) Tbk - Indonesia
- Videocon Industries ltd - India
- Price Waterhouse Coopers - Russia
- Sojitz Corporation - Japan
- Ceylon Electricity Board - Sri Lanka
- Altura Mining Limited, Indonesia
- Bukit Makmur.PT - Indonesia
- GMR Energy Limited - India
- Australian Commodity Traders Exchange
- Borneo Indobara - Indonesia
- GVK Power & Infra Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Coalindo Energy - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Gujarat Sidhee Cement - India
- Kaltim Prima Coal - Indonesia
- Mjunction Services Limited - India
- Bukit Baiduri Energy - Indonesia
- Semirara Mining Corp, Philippines
- Global Business Power Corporation, Philippines
- Minerals Council of Australia
- Central Electricity Authority - India
- South Luzon Thermal Energy Corporation
- LBH Netherlands Bv - Netherlands
- Pipit Mutiara Jaya. PT, Indonesia
- Uttam Galva Steels Limited - India
- Billiton Holdings Pty Ltd - Australia
- Jorong Barutama Greston.PT - Indonesia
- Attock Cement Pakistan Limited
- Bank of Tokyo Mitsubishi UFJ Ltd
- Tamil Nadu electricity Board
- Directorate General of MIneral and Coal - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Aboitiz Power Corporation - Philippines
- Iligan Light & Power Inc, Philippines
- Port Waratah Coal Services - Australia
- Madhucon Powers Ltd - India
- Essar Steel Hazira Ltd - India
- Straits Asia Resources Limited - Singapore
- Petron Corporation, Philippines
- Antam Resourcindo - Indonesia
- Semirara Mining and Power Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- Central Java Power - Indonesia
- Africa Commodities Group - South Africa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Economic Council, Georgia
- Bhatia International Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Sical Logistics Limited - India
- Thai Mozambique Logistica
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Meralco Power Generation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- AsiaOL BioFuels Corp., Philippines
- Bhushan Steel Limited - India
- Wilmar Investment Holdings
- Ambuja Cements Ltd - India
- Singapore Mercantile Exchange
- Dalmia Cement Bharat India
- Formosa Plastics Group - Taiwan
- CIMB Investment Bank - Malaysia
- Karaikal Port Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Ministry of Transport, Egypt
- Indika Energy - Indonesia
- Energy Link Ltd, New Zealand
- Indian Oil Corporation Limited
- Global Green Power PLC Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Chettinad Cement Corporation Ltd - India
- ICICI Bank Limited - India
- Trasteel International SA, Italy
- Siam City Cement PLC, Thailand
- Carbofer General Trading SA - India
- ASAPP Information Group - India
- Gujarat Electricity Regulatory Commission - India
- Rio Tinto Coal - Australia
- SMC Global Power, Philippines
- Salva Resources Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Kepco SPC Power Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- Parliament of New Zealand
- Orica Mining Services - Indonesia
- Therma Luzon, Inc, Philippines
- Binh Thuan Hamico - Vietnam
- Indian Energy Exchange, India
- Tata Chemicals Ltd - India
- Medco Energi Mining Internasional
- Offshore Bulk Terminal Pte Ltd, Singapore
- Lanco Infratech Ltd - India
- The State Trading Corporation of India Ltd
- Mercuria Energy - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Globalindo Alam Lestari - Indonesia
- Power Finance Corporation Ltd., India
- PowerSource Philippines DevCo
- Xindia Steels Limited - India
- Independent Power Producers Association of India
- Vizag Seaport Private Limited - India
- Mercator Lines Limited - India
- McConnell Dowell - Australia
- Miang Besar Coal Terminal - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Georgia Ports Authority, United States
- Jindal Steel & Power Ltd - India
- Sakthi Sugars Limited - India
- Star Paper Mills Limited - India
- SMG Consultants - Indonesia
- Oldendorff Carriers - Singapore
- San Jose City I Power Corp, Philippines
- Krishnapatnam Port Company Ltd. - India
- Agrawal Coal Company - India
- The Treasury - Australian Government
- Thiess Contractors Indonesia
- Anglo American - United Kingdom
- Cement Manufacturers Association - India
- Interocean Group of Companies - India
- TeaM Sual Corporation - Philippines
- Baramulti Group, Indonesia
- GAC Shipping (India) Pvt Ltd
- Ministry of Finance - Indonesia
- Wood Mackenzie - Singapore
- Simpson Spence & Young - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Siam City Cement - Thailand
- Metalloyd Limited - United Kingdom
- Savvy Resources Ltd - HongKong
- Larsen & Toubro Limited - India
- CNBM International Corporation - China
- Makarim & Taira - Indonesia
- Mintek Dendrill Indonesia
- Indogreen Group - Indonesia
- Malabar Cements Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Kapuas Tunggal Persada - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Jaiprakash Power Ventures ltd
- Kalimantan Lumbung Energi - Indonesia
- Bulk Trading Sa - Switzerland
- PNOC Exploration Corporation - Philippines
- London Commodity Brokers - England
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Electricity Authority, New Zealand
- Kideco Jaya Agung - Indonesia
- IEA Clean Coal Centre - UK
- Heidelberg Cement - Germany
- White Energy Company Limited
- Sinarmas Energy and Mining - Indonesia
- Renaissance Capital - South Africa
- Electricity Generating Authority of Thailand
- Indo Tambangraya Megah - Indonesia
- Marubeni Corporation - India
- Kartika Selabumi Mining - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Edison Trading Spa - Italy
- Pendopo Energi Batubara - Indonesia
- India Bulls Power Limited - India
- Bangladesh Power Developement Board
- Eastern Energy - Thailand
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