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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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Thursday, 01 February 24
INDIA REBUILDS COAL STOCKS TO ENSURE ELECTRIC RELIABILITY - REUTERS
India’s electricity supply is much more comfortable at the start of 2024 than in either 2023 or 2022 as coal production has ramped up and the ...
Wednesday, 31 January 24
CHINA'S INNER MONGOLIA COAL OUTPUT HIT 1.21B TONS IN 2023 - XINHUA
North China’s Inner Mongolia autonomous region churned out 1.21 billion tons of coal in 2023 as it strives to guarantee the country’s e ...
Wednesday, 31 January 24
GAS EXPORTS COST U.S. CONSUMERS MORE THAN $100 BILLION OVER 16-MONTH PERIOD - IEEFA
Limited Demand Growth Could Dampen the Dry Bulk Market in the Coming Months BIMCOStarting in late 2021—before its invasion of Ukraine—R ...
Tuesday, 30 January 24
LIMITED DEMAND GROWTH COULD DAMPEN THE DRY BULK MARKET IN THE COMING MONTHS - BIMCO
Demand
In our base scenario, we expect cargo demand to grow by 0-1% in 2024 and 0.5-1.5% in 2025. This is a 0.5 percentage point reduction for ...
Friday, 26 January 24
RED SEA DIVERSIONS ADD NEARLY A MILLION DOLLARS PER VOYAGE TO SHIPPING COSTS WHILE DOUBLING TRANSIT TIME - LSEG
The incremental costs of diverting a tanker from Asia to NW Europe via the Cape of Good Hope is accounting for an extra $932,905 USD per voyage whi ...
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Showing 21 to 25 news of total 6846 |
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- Posco Energy - South Korea
- Electricity Authority, New Zealand
- Sakthi Sugars Limited - India
- Binh Thuan Hamico - Vietnam
- Merrill Lynch Commodities Europe
- Agrawal Coal Company - India
- Vijayanagar Sugar Pvt Ltd - India
- GVK Power & Infra Limited - India
- South Luzon Thermal Energy Corporation
- Mercuria Energy - Indonesia
- European Bulk Services B.V. - Netherlands
- CNBM International Corporation - China
- The Treasury - Australian Government
- Energy Development Corp, Philippines
- Eastern Coal Council - USA
- Makarim & Taira - Indonesia
- Karaikal Port Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- Vedanta Resources Plc - India
- Bukit Asam (Persero) Tbk - Indonesia
- Xindia Steels Limited - India
- Cigading International Bulk Terminal - Indonesia
- OPG Power Generation Pvt Ltd - India
- Mercator Lines Limited - India
- Ministry of Transport, Egypt
- Parry Sugars Refinery, India
- Orica Australia Pty. Ltd.
- ASAPP Information Group - India
- Metalloyd Limited - United Kingdom
- Wood Mackenzie - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- Latin American Coal - Colombia
- Straits Asia Resources Limited - Singapore
- Medco Energi Mining Internasional
- Savvy Resources Ltd - HongKong
- Riau Bara Harum - Indonesia
- Australian Coal Association
- Ministry of Finance - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Bulk Trading Sa - Switzerland
- SMG Consultants - Indonesia
- Australian Commodity Traders Exchange
- Interocean Group of Companies - India
- Anglo American - United Kingdom
- Minerals Council of Australia
- Baramulti Group, Indonesia
- CIMB Investment Bank - Malaysia
- Lanco Infratech Ltd - India
- Commonwealth Bank - Australia
- ICICI Bank Limited - India
- Bangladesh Power Developement Board
- Aboitiz Power Corporation - Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Siam City Cement - Thailand
- Marubeni Corporation - India
- Formosa Plastics Group - Taiwan
- Bayan Resources Tbk. - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Jaiprakash Power Ventures ltd
- Therma Luzon, Inc, Philippines
- Trasteel International SA, Italy
- Barasentosa Lestari - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Thai Mozambique Logistica
- Directorate Of Revenue Intelligence - India
- Asmin Koalindo Tuhup - Indonesia
- Kobexindo Tractors - Indoneisa
- Star Paper Mills Limited - India
- IHS Mccloskey Coal Group - USA
- SMC Global Power, Philippines
- McConnell Dowell - Australia
- PetroVietnam Power Coal Import and Supply Company
- Power Finance Corporation Ltd., India
- Meralco Power Generation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Cement Manufacturers Association - India
- VISA Power Limited - India
- Economic Council, Georgia
- Africa Commodities Group - South Africa
- Ceylon Electricity Board - Sri Lanka
- Indonesian Coal Mining Association
- Banpu Public Company Limited - Thailand
- Karbindo Abesyapradhi - Indoneisa
- Carbofer General Trading SA - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- PowerSource Philippines DevCo
- Billiton Holdings Pty Ltd - Australia
- Eastern Energy - Thailand
- Sojitz Corporation - Japan
- Globalindo Alam Lestari - Indonesia
- London Commodity Brokers - England
- GMR Energy Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Samtan Co., Ltd - South Korea
- Energy Link Ltd, New Zealand
- Oldendorff Carriers - Singapore
- Romanian Commodities Exchange
- The University of Queensland
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sree Jayajothi Cements Limited - India
- Wilmar Investment Holdings
- Coal and Oil Company - UAE
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Global Coal Blending Company Limited - Australia
- Singapore Mercantile Exchange
- Port Waratah Coal Services - Australia
- Bhatia International Limited - India
- Goldman Sachs - Singapore
- Standard Chartered Bank - UAE
- Semirara Mining and Power Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Tata Chemicals Ltd - India
- Meenaskhi Energy Private Limited - India
- Rashtriya Ispat Nigam Limited - India
- New Zealand Coal & Carbon
- Indian Energy Exchange, India
- India Bulls Power Limited - India
- White Energy Company Limited
- Larsen & Toubro Limited - India
- Simpson Spence & Young - Indonesia
- Altura Mining Limited, Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Antam Resourcindo - Indonesia
- Sindya Power Generating Company Private Ltd
- Salva Resources Pvt Ltd - India
- Bharathi Cement Corporation - India
- Kepco SPC Power Corporation, Philippines
- Rio Tinto Coal - Australia
- Sarangani Energy Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- Bhushan Steel Limited - India
- Global Green Power PLC Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Indo Tambangraya Megah - Indonesia
- Sinarmas Energy and Mining - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Price Waterhouse Coopers - Russia
- Indian Oil Corporation Limited
- Directorate General of MIneral and Coal - Indonesia
- Chamber of Mines of South Africa
- Holcim Trading Pte Ltd - Singapore
- MS Steel International - UAE
- Kapuas Tunggal Persada - Indonesia
- Pendopo Energi Batubara - Indonesia
- Indogreen Group - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Mintek Dendrill Indonesia
- Aditya Birla Group - India
- SN Aboitiz Power Inc, Philippines
- San Jose City I Power Corp, Philippines
- Dalmia Cement Bharat India
- PTC India Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Jindal Steel & Power Ltd - India
- Planning Commission, India
- Grasim Industreis Ltd - India
- Orica Mining Services - Indonesia
- Tamil Nadu electricity Board
- Ind-Barath Power Infra Limited - India
- Videocon Industries ltd - India
- Independent Power Producers Association of India
- Leighton Contractors Pty Ltd - Australia
- Madhucon Powers Ltd - India
- Kideco Jaya Agung - Indonesia
- Gujarat Sidhee Cement - India
- Kaltim Prima Coal - Indonesia
- Chettinad Cement Corporation Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Vizag Seaport Private Limited - India
- Iligan Light & Power Inc, Philippines
- Ministry of Mines - Canada
- Parliament of New Zealand
- Renaissance Capital - South Africa
- IEA Clean Coal Centre - UK
- Siam City Cement PLC, Thailand
- Coalindo Energy - Indonesia
- Central Java Power - Indonesia
- Coastal Gujarat Power Limited - India
- Central Electricity Authority - India
- Intertek Mineral Services - Indonesia
- Thiess Contractors Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- TeaM Sual Corporation - Philippines
- GAC Shipping (India) Pvt Ltd
- Bhoruka Overseas - Indonesia
- Maheswari Brothers Coal Limited - India
- Attock Cement Pakistan Limited
- International Coal Ventures Pvt Ltd - India
- Petron Corporation, Philippines
- The State Trading Corporation of India Ltd
- Electricity Generating Authority of Thailand
- Petrochimia International Co. Ltd.- Taiwan
- Bukit Makmur.PT - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Sical Logistics Limited - India
- Alfred C Toepfer International GmbH - Germany
- Heidelberg Cement - Germany
- Bukit Baiduri Energy - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Uttam Galva Steels Limited - India
- Semirara Mining Corp, Philippines
- Malabar Cements Ltd - India
- Kartika Selabumi Mining - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Mjunction Services Limited - India
- Indika Energy - Indonesia
- Ambuja Cements Ltd - India
- Essar Steel Hazira Ltd - India
- Deloitte Consulting - India
- Borneo Indobara - Indonesia
- Manunggal Multi Energi - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Georgia Ports Authority, United States
- Kumho Petrochemical, South Korea
- Edison Trading Spa - Italy
- PNOC Exploration Corporation - Philippines
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