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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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Wednesday, 15 November 17
MARKET INSIGHT - LINOS KOGEVINAS
For another week, oil seems to be the most volatile and interesting commodity to watch. In this segment we’ll look at some of the major facto ...
Tuesday, 14 November 17
COAL STOCKS RUN SHORT, CENTRE TO GET DAILY UPDATE ON STOCKS - DECCAN CHRONICLE
Facing a shortage of coal for thermal power generation in the country, the Central Electricity Authority (CEA) has issued guidelines for maintainin ...
Tuesday, 14 November 17
IN 2018, WORLD OIL DEMAND IS FORESEEN REACHING 1.51 MB/D - OPEC
Oil Market Highlights - OPEC
The OPEC Reference Basket averaged $55.50/b in October, gaining $2.06 over the previous month and reaching the hi ...
Monday, 13 November 17
THERMAL COAL PRICES WERE RELATIVELY UNCHANGED - DANIEL HYNES
Coal prices were broadly higher, driven by strong gains in the metallurgical coal market said Daniel Hynes, Senior Commodity Strategist at ANZ in h ...
Monday, 13 November 17
THIESS AWARDED $300M SANGATTA EXPANSION CONTRACT
Thiess has been awarded a $300 million contract by Kaltim Prima Coal (KPC) to expand operations at Sangatta coal mine in East Kalimantan, Indonesia ...
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Showing 1881 to 1885 news of total 6871 |
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- Deloitte Consulting - India
- Indogreen Group - Indonesia
- CNBM International Corporation - China
- Sree Jayajothi Cements Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- SMC Global Power, Philippines
- Carbofer General Trading SA - India
- Price Waterhouse Coopers - Russia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Directorate Of Revenue Intelligence - India
- Bharathi Cement Corporation - India
- Bulk Trading Sa - Switzerland
- Therma Luzon, Inc, Philippines
- IHS Mccloskey Coal Group - USA
- Electricity Generating Authority of Thailand
- Siam City Cement PLC, Thailand
- Heidelberg Cement - Germany
- Alfred C Toepfer International GmbH - Germany
- Billiton Holdings Pty Ltd - Australia
- Globalindo Alam Lestari - Indonesia
- Georgia Ports Authority, United States
- Kohat Cement Company Ltd. - Pakistan
- GVK Power & Infra Limited - India
- Economic Council, Georgia
- Tata Chemicals Ltd - India
- Mercator Lines Limited - India
- Straits Asia Resources Limited - Singapore
- Cigading International Bulk Terminal - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Timah Investasi Mineral - Indoneisa
- Krishnapatnam Port Company Ltd. - India
- Siam City Cement - Thailand
- SMG Consultants - Indonesia
- Ministry of Transport, Egypt
- Thiess Contractors Indonesia
- Sinarmas Energy and Mining - Indonesia
- European Bulk Services B.V. - Netherlands
- LBH Netherlands Bv - Netherlands
- TNB Fuel Sdn Bhd - Malaysia
- Ministry of Mines - Canada
- McConnell Dowell - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Orica Mining Services - Indonesia
- Sindya Power Generating Company Private Ltd
- Global Business Power Corporation, Philippines
- Trasteel International SA, Italy
- Sakthi Sugars Limited - India
- Australian Commodity Traders Exchange
- Essar Steel Hazira Ltd - India
- The Treasury - Australian Government
- Metalloyd Limited - United Kingdom
- Thai Mozambique Logistica
- AsiaOL BioFuels Corp., Philippines
- Australian Coal Association
- Holcim Trading Pte Ltd - Singapore
- Ceylon Electricity Board - Sri Lanka
- Goldman Sachs - Singapore
- Parry Sugars Refinery, India
- Parliament of New Zealand
- Simpson Spence & Young - Indonesia
- Ambuja Cements Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Standard Chartered Bank - UAE
- Oldendorff Carriers - Singapore
- Eastern Coal Council - USA
- Rio Tinto Coal - Australia
- Independent Power Producers Association of India
- Borneo Indobara - Indonesia
- Bhushan Steel Limited - India
- Xindia Steels Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Pipit Mutiara Jaya. PT, Indonesia
- Ind-Barath Power Infra Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- India Bulls Power Limited - India
- Latin American Coal - Colombia
- Kapuas Tunggal Persada - Indonesia
- IEA Clean Coal Centre - UK
- Aditya Birla Group - India
- Larsen & Toubro Limited - India
- PTC India Limited - India
- Mercuria Energy - Indonesia
- Kumho Petrochemical, South Korea
- ASAPP Information Group - India
- Merrill Lynch Commodities Europe
- Anglo American - United Kingdom
- Gujarat Mineral Development Corp Ltd - India
- Vizag Seaport Private Limited - India
- Power Finance Corporation Ltd., India
- PNOC Exploration Corporation - Philippines
- Jindal Steel & Power Ltd - India
- New Zealand Coal & Carbon
- Bukit Makmur.PT - Indonesia
- Indo Tambangraya Megah - Indonesia
- Attock Cement Pakistan Limited
- Indian Oil Corporation Limited
- Medco Energi Mining Internasional
- Directorate General of MIneral and Coal - Indonesia
- Bukit Baiduri Energy - Indonesia
- Gujarat Sidhee Cement - India
- Maheswari Brothers Coal Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Salva Resources Pvt Ltd - India
- Videocon Industries ltd - India
- Petron Corporation, Philippines
- ICICI Bank Limited - India
- Rashtriya Ispat Nigam Limited - India
- Formosa Plastics Group - Taiwan
- Pendopo Energi Batubara - Indonesia
- Sarangani Energy Corporation, Philippines
- Bangladesh Power Developement Board
- Lanco Infratech Ltd - India
- South Luzon Thermal Energy Corporation
- Energy Development Corp, Philippines
- Posco Energy - South Korea
- Singapore Mercantile Exchange
- Mintek Dendrill Indonesia
- Meralco Power Generation, Philippines
- Barasentosa Lestari - Indonesia
- GAC Shipping (India) Pvt Ltd
- Aboitiz Power Corporation - Philippines
- White Energy Company Limited
- Altura Mining Limited, Indonesia
- Wilmar Investment Holdings
- Africa Commodities Group - South Africa
- Malabar Cements Ltd - India
- Commonwealth Bank - Australia
- Chettinad Cement Corporation Ltd - India
- Star Paper Mills Limited - India
- Uttam Galva Steels Limited - India
- Banpu Public Company Limited - Thailand
- Petrochimia International Co. Ltd.- Taiwan
- Semirara Mining and Power Corporation, Philippines
- GMR Energy Limited - India
- Kartika Selabumi Mining - Indonesia
- Coal and Oil Company - UAE
- Riau Bara Harum - Indonesia
- Renaissance Capital - South Africa
- Iligan Light & Power Inc, Philippines
- Toyota Tsusho Corporation, Japan
- Port Waratah Coal Services - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Cement Manufacturers Association - India
- Chamber of Mines of South Africa
- Global Coal Blending Company Limited - Australia
- Edison Trading Spa - Italy
- Orica Australia Pty. Ltd.
- Baramulti Group, Indonesia
- Central Java Power - Indonesia
- Indonesian Coal Mining Association
- Semirara Mining Corp, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Global Green Power PLC Corporation, Philippines
- OPG Power Generation Pvt Ltd - India
- Indika Energy - Indonesia
- PowerSource Philippines DevCo
- Meenaskhi Energy Private Limited - India
- Sical Logistics Limited - India
- Kepco SPC Power Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- VISA Power Limited - India
- Indian Energy Exchange, India
- Tamil Nadu electricity Board
- Romanian Commodities Exchange
- Miang Besar Coal Terminal - Indonesia
- Electricity Authority, New Zealand
- Karbindo Abesyapradhi - Indoneisa
- SN Aboitiz Power Inc, Philippines
- TeaM Sual Corporation - Philippines
- Makarim & Taira - Indonesia
- Agrawal Coal Company - India
- Kobexindo Tractors - Indoneisa
- Minerals Council of Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- San Jose City I Power Corp, Philippines
- Jaiprakash Power Ventures ltd
- Bayan Resources Tbk. - Indonesia
- Intertek Mineral Services - Indonesia
- Bhatia International Limited - India
- Grasim Industreis Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- MS Steel International - UAE
- Dalmia Cement Bharat India
- Bahari Cakrawala Sebuku - Indonesia
- Vedanta Resources Plc - India
- PetroVietnam Power Coal Import and Supply Company
- Antam Resourcindo - Indonesia
- Wood Mackenzie - Singapore
- Interocean Group of Companies - India
- Leighton Contractors Pty Ltd - Australia
- Madhucon Powers Ltd - India
- London Commodity Brokers - England
- Marubeni Corporation - India
- The State Trading Corporation of India Ltd
- Binh Thuan Hamico - Vietnam
- CIMB Investment Bank - Malaysia
- Eastern Energy - Thailand
- Savvy Resources Ltd - HongKong
- Manunggal Multi Energi - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Coastal Gujarat Power Limited - India
- Planning Commission, India
- The University of Queensland
- Ministry of Finance - Indonesia
- Kideco Jaya Agung - Indonesia
- Mjunction Services Limited - India
- Sojitz Corporation - Japan
- Bhoruka Overseas - Indonesia
- Energy Link Ltd, New Zealand
- Central Electricity Authority - India
- Kaltim Prima Coal - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Coalindo Energy - Indonesia
- International Coal Ventures Pvt Ltd - India
- Samtan Co., Ltd - South Korea
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