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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.
If you believe an article violates your rights or the rights of others, please contact us.
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Friday, 10 November 17
U.S. COAL OUTPUT FOR THE FIRST 10 MONTHS OF 2017 IS ESTIMATED AT AROUND 656 MMST; UP10% YOY - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 15 million short tons ...
Wednesday, 08 November 17
COAL MARKETS WERE MIXED; COKING COAL EKING OUT SOME GAINS; THERMAL COAL STRUGGLING - DANIEL HYNES
Coal markets were mixed, with coking coal eking out some gains, while thermal coal struggled amid the falling oil prices, ANZ Strategist said in a ...
Wednesday, 08 November 17
WEEKLY SHIPPING MARKET INSIGHT
If you are a dry bulk owner today you are definitely feeling the pressure of the past couple of years off and given the admittedly unexpected growt ...
Wednesday, 08 November 17
NEW QUAY OPENED AT THE INDUSTRIAL PORT IN BREMEN,GERMAN
Press Release: After a building period lasting three-and-a-half years, the port logistics firm Weserport, the “bremenports” comp ...
Tuesday, 07 November 17
ING JOINS FORCES ON BLOCKCHAIN-BASED PLATFORM FOR ENERGY COMMODITIES SECTOR
Blockchain technology. It’s often been described as the most important invention in computing in a generation.
So it should come as no s ...
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Showing 1886 to 1890 news of total 6871 |
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- Kumho Petrochemical, South Korea
- Lanco Infratech Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Therma Luzon, Inc, Philippines
- Australian Coal Association
- India Bulls Power Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Eastern Coal Council - USA
- Samtan Co., Ltd - South Korea
- The Treasury - Australian Government
- Global Green Power PLC Corporation, Philippines
- Thai Mozambique Logistica
- Bukit Asam (Persero) Tbk - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- SMC Global Power, Philippines
- Maheswari Brothers Coal Limited - India
- Sindya Power Generating Company Private Ltd
- Iligan Light & Power Inc, Philippines
- Indogreen Group - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Parliament of New Zealand
- Rio Tinto Coal - Australia
- Sakthi Sugars Limited - India
- Sarangani Energy Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- Electricity Authority, New Zealand
- Ministry of Mines - Canada
- Holcim Trading Pte Ltd - Singapore
- Attock Cement Pakistan Limited
- Rashtriya Ispat Nigam Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ambuja Cements Ltd - India
- Ministry of Finance - Indonesia
- Carbofer General Trading SA - India
- Krishnapatnam Port Company Ltd. - India
- Wilmar Investment Holdings
- Sinarmas Energy and Mining - Indonesia
- Independent Power Producers Association of India
- CNBM International Corporation - China
- Jaiprakash Power Ventures ltd
- Bukit Makmur.PT - Indonesia
- PTC India Limited - India
- Kobexindo Tractors - Indoneisa
- Goldman Sachs - Singapore
- Semirara Mining and Power Corporation, Philippines
- Essar Steel Hazira Ltd - India
- White Energy Company Limited
- Interocean Group of Companies - India
- Sical Logistics Limited - India
- Simpson Spence & Young - Indonesia
- The State Trading Corporation of India Ltd
- Binh Thuan Hamico - Vietnam
- Videocon Industries ltd - India
- Energy Link Ltd, New Zealand
- Electricity Generating Authority of Thailand
- Thiess Contractors Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Posco Energy - South Korea
- Indian Oil Corporation Limited
- European Bulk Services B.V. - Netherlands
- Larsen & Toubro Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Tamil Nadu electricity Board
- Bhoruka Overseas - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Latin American Coal - Colombia
- Georgia Ports Authority, United States
- Metalloyd Limited - United Kingdom
- New Zealand Coal & Carbon
- Port Waratah Coal Services - Australia
- TeaM Sual Corporation - Philippines
- Wood Mackenzie - Singapore
- Edison Trading Spa - Italy
- Karbindo Abesyapradhi - Indoneisa
- Energy Development Corp, Philippines
- Kepco SPC Power Corporation, Philippines
- Semirara Mining Corp, Philippines
- MS Steel International - UAE
- Star Paper Mills Limited - India
- Pendopo Energi Batubara - Indonesia
- Barasentosa Lestari - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Central Electricity Authority - India
- Ceylon Electricity Board - Sri Lanka
- Bangladesh Power Developement Board
- TNB Fuel Sdn Bhd - Malaysia
- Intertek Mineral Services - Indonesia
- Bayan Resources Tbk. - Indonesia
- Kartika Selabumi Mining - Indonesia
- ICICI Bank Limited - India
- GAC Shipping (India) Pvt Ltd
- Africa Commodities Group - South Africa
- PowerSource Philippines DevCo
- Baramulti Group, Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Medco Energi Mining Internasional
- Directorate Of Revenue Intelligence - India
- Aditya Birla Group - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- LBH Netherlands Bv - Netherlands
- Deloitte Consulting - India
- Trasteel International SA, Italy
- OPG Power Generation Pvt Ltd - India
- Vedanta Resources Plc - India
- Mjunction Services Limited - India
- SMG Consultants - Indonesia
- Siam City Cement PLC, Thailand
- Gujarat Sidhee Cement - India
- Coastal Gujarat Power Limited - India
- CIMB Investment Bank - Malaysia
- ASAPP Information Group - India
- Madhucon Powers Ltd - India
- Sree Jayajothi Cements Limited - India
- GVK Power & Infra Limited - India
- Central Java Power - Indonesia
- Planning Commission, India
- San Jose City I Power Corp, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Straits Asia Resources Limited - Singapore
- Savvy Resources Ltd - HongKong
- Jorong Barutama Greston.PT - Indonesia
- Ind-Barath Power Infra Limited - India
- Orica Australia Pty. Ltd.
- South Luzon Thermal Energy Corporation
- Bulk Trading Sa - Switzerland
- PNOC Exploration Corporation - Philippines
- Tata Chemicals Ltd - India
- Anglo American - United Kingdom
- Kalimantan Lumbung Energi - Indonesia
- Global Business Power Corporation, Philippines
- Romanian Commodities Exchange
- IHS Mccloskey Coal Group - USA
- Grasim Industreis Ltd - India
- Dalmia Cement Bharat India
- Gujarat Electricity Regulatory Commission - India
- Leighton Contractors Pty Ltd - Australia
- Timah Investasi Mineral - Indoneisa
- Kaltim Prima Coal - Indonesia
- Heidelberg Cement - Germany
- Bahari Cakrawala Sebuku - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Riau Bara Harum - Indonesia
- Meralco Power Generation, Philippines
- Siam City Cement - Thailand
- Oldendorff Carriers - Singapore
- Meenaskhi Energy Private Limited - India
- Marubeni Corporation - India
- Minerals Council of Australia
- Eastern Energy - Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Alfred C Toepfer International GmbH - Germany
- Toyota Tsusho Corporation, Japan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bhushan Steel Limited - India
- Renaissance Capital - South Africa
- VISA Power Limited - India
- Kideco Jaya Agung - Indonesia
- Indian Energy Exchange, India
- SN Aboitiz Power Inc, Philippines
- Commonwealth Bank - Australia
- London Commodity Brokers - England
- Borneo Indobara - Indonesia
- Coal and Oil Company - UAE
- Altura Mining Limited, Indonesia
- International Coal Ventures Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- Uttam Galva Steels Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Standard Chartered Bank - UAE
- Bharathi Cement Corporation - India
- Ministry of Transport, Egypt
- Globalindo Alam Lestari - Indonesia
- Makarim & Taira - Indonesia
- Australian Commodity Traders Exchange
- AsiaOL BioFuels Corp., Philippines
- Malabar Cements Ltd - India
- Power Finance Corporation Ltd., India
- Jindal Steel & Power Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Formosa Plastics Group - Taiwan
- Salva Resources Pvt Ltd - India
- Price Waterhouse Coopers - Russia
- Kohat Cement Company Ltd. - Pakistan
- Manunggal Multi Energi - Indonesia
- Mintek Dendrill Indonesia
- Coalindo Energy - Indonesia
- Cement Manufacturers Association - India
- The University of Queensland
- Aboitiz Power Corporation - Philippines
- Sojitz Corporation - Japan
- Chamber of Mines of South Africa
- Mercator Lines Limited - India
- Banpu Public Company Limited - Thailand
- IEA Clean Coal Centre - UK
- Economic Council, Georgia
- Indonesian Coal Mining Association
- Indika Energy - Indonesia
- Xindia Steels Limited - India
- Parry Sugars Refinery, India
- Agrawal Coal Company - India
- Global Coal Blending Company Limited - Australia
- Mercuria Energy - Indonesia
- GMR Energy Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- Bhatia International Limited - India
- Neyveli Lignite Corporation Ltd, - India
- McConnell Dowell - Australia
- Antam Resourcindo - Indonesia
- Orica Mining Services - Indonesia
- Singapore Mercantile Exchange
- Bukit Baiduri Energy - Indonesia
- Vizag Seaport Private Limited - India
- Merrill Lynch Commodities Europe
- Petron Corporation, Philippines
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