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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, 07 November 17
MECHEL SIGNED LONG-TERM COAL SUPPLY CONTRACT WITH ITOCHU CORPORATION
Mechel PAO a leading Russian mining and metals company, reports signing a framework agreement with a major Japanese universal trading company Itoch ...
Tuesday, 07 November 17
DRY BULK SHIPPING: TAKE GOOD CARE OF THE RECOVERY SAYS PETER SAND
Demand:
Even without much support from Brazilian iron ore exports during August, capesize rates went from $10,000 to $17,000 per day. In Septembe ...
Tuesday, 07 November 17
COAL MARKETS WERE RELATIVELY BUOYANT - DANIEL HYNES
Coal markets were relatively buoyant. Metallurgical coal prices were supported by the stronger steel and iron ore prices, says Daniel Hynes, Senior ...
Tuesday, 07 November 17
PROSPERITY AND WINTER WARMTH REMAIN PARAMOUNT IN CHINA - JEFFREY LANDSBERG
Chinese officials announced recently that 580 gigawatts of coal-derived electricity generation capacity has completed ultra-low emissions reform as ...
Monday, 06 November 17
COAL SHORTAGE HURTS INDIA'S HINDALCO AND VEDANTA SAYS BUSINESS STANDARD
Aluminium smelter operations of Vedanta and Hindalco are at risk of turning unviable due to a coal crunch.
According to Business Standard an I ...
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Showing 1891 to 1895 news of total 6871 |
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- Coastal Gujarat Power Limited - India
- IHS Mccloskey Coal Group - USA
- Toyota Tsusho Corporation, Japan
- Siam City Cement - Thailand
- Singapore Mercantile Exchange
- Larsen & Toubro Limited - India
- Cement Manufacturers Association - India
- Borneo Indobara - Indonesia
- Agrawal Coal Company - India
- GN Power Mariveles Coal Plant, Philippines
- Manunggal Multi Energi - Indonesia
- Trasteel International SA, Italy
- Formosa Plastics Group - Taiwan
- Port Waratah Coal Services - Australia
- Salva Resources Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- PTC India Limited - India
- Standard Chartered Bank - UAE
- TNB Fuel Sdn Bhd - Malaysia
- McConnell Dowell - Australia
- Energy Development Corp, Philippines
- OPG Power Generation Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Rio Tinto Coal - Australia
- Energy Link Ltd, New Zealand
- Malabar Cements Ltd - India
- Planning Commission, India
- Iligan Light & Power Inc, Philippines
- Tamil Nadu electricity Board
- MS Steel International - UAE
- TeaM Sual Corporation - Philippines
- Thai Mozambique Logistica
- New Zealand Coal & Carbon
- Bhushan Steel Limited - India
- Ambuja Cements Ltd - India
- Economic Council, Georgia
- Leighton Contractors Pty Ltd - Australia
- Essar Steel Hazira Ltd - India
- Bangladesh Power Developement Board
- Bukit Baiduri Energy - Indonesia
- Altura Mining Limited, Indonesia
- Electricity Authority, New Zealand
- Makarim & Taira - Indonesia
- SMC Global Power, Philippines
- Eastern Energy - Thailand
- Wilmar Investment Holdings
- Chettinad Cement Corporation Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Central Electricity Authority - India
- Coal and Oil Company - UAE
- Parry Sugars Refinery, India
- Commonwealth Bank - Australia
- Global Green Power PLC Corporation, Philippines
- Australian Commodity Traders Exchange
- Karbindo Abesyapradhi - Indoneisa
- Renaissance Capital - South Africa
- CNBM International Corporation - China
- SMG Consultants - Indonesia
- Sarangani Energy Corporation, Philippines
- Banpu Public Company Limited - Thailand
- Minerals Council of Australia
- Kobexindo Tractors - Indoneisa
- Electricity Generating Authority of Thailand
- Sindya Power Generating Company Private Ltd
- Edison Trading Spa - Italy
- PowerSource Philippines DevCo
- Indika Energy - Indonesia
- Anglo American - United Kingdom
- Semirara Mining Corp, Philippines
- PNOC Exploration Corporation - Philippines
- San Jose City I Power Corp, Philippines
- Romanian Commodities Exchange
- ICICI Bank Limited - India
- Intertek Mineral Services - Indonesia
- South Luzon Thermal Energy Corporation
- White Energy Company Limited
- Kepco SPC Power Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- GMR Energy Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Power Finance Corporation Ltd., India
- The State Trading Corporation of India Ltd
- Bharathi Cement Corporation - India
- The University of Queensland
- Wood Mackenzie - Singapore
- Ministry of Finance - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- ASAPP Information Group - India
- Parliament of New Zealand
- Xindia Steels Limited - India
- Binh Thuan Hamico - Vietnam
- Siam City Cement PLC, Thailand
- LBH Netherlands Bv - Netherlands
- Indian Oil Corporation Limited
- Indogreen Group - Indonesia
- Therma Luzon, Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- Deloitte Consulting - India
- Sinarmas Energy and Mining - Indonesia
- Price Waterhouse Coopers - Russia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Global Business Power Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Pendopo Energi Batubara - Indonesia
- Videocon Industries ltd - India
- Latin American Coal - Colombia
- Semirara Mining and Power Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Jorong Barutama Greston.PT - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Coalindo Energy - Indonesia
- Mjunction Services Limited - India
- European Bulk Services B.V. - Netherlands
- Grasim Industreis Ltd - India
- Thiess Contractors Indonesia
- Uttam Galva Steels Limited - India
- Timah Investasi Mineral - Indoneisa
- Lanco Infratech Ltd - India
- International Coal Ventures Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- Mintek Dendrill Indonesia
- Sojitz Corporation - Japan
- Barasentosa Lestari - Indonesia
- Kideco Jaya Agung - Indonesia
- Heidelberg Cement - Germany
- Independent Power Producers Association of India
- Ind-Barath Power Infra Limited - India
- Ministry of Mines - Canada
- Marubeni Corporation - India
- SN Aboitiz Power Inc, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Kartika Selabumi Mining - Indonesia
- London Commodity Brokers - England
- Vedanta Resources Plc - India
- Kohat Cement Company Ltd. - Pakistan
- Interocean Group of Companies - India
- Chamber of Mines of South Africa
- Petron Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- Indian Energy Exchange, India
- Alfred C Toepfer International GmbH - Germany
- Kalimantan Lumbung Energi - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Mercator Lines Limited - India
- VISA Power Limited - India
- The Treasury - Australian Government
- Ministry of Transport, Egypt
- Pipit Mutiara Jaya. PT, Indonesia
- Metalloyd Limited - United Kingdom
- Goldman Sachs - Singapore
- Africa Commodities Group - South Africa
- Kaltim Prima Coal - Indonesia
- Posco Energy - South Korea
- Australian Coal Association
- Gujarat Mineral Development Corp Ltd - India
- Antam Resourcindo - Indonesia
- Indonesian Coal Mining Association
- Baramulti Group, Indonesia
- Rashtriya Ispat Nigam Limited - India
- Central Java Power - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Orica Mining Services - Indonesia
- Sical Logistics Limited - India
- Medco Energi Mining Internasional
- Kumho Petrochemical, South Korea
- Georgia Ports Authority, United States
- Aditya Birla Group - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Samtan Co., Ltd - South Korea
- Vizag Seaport Private Limited - India
- Bhatia International Limited - India
- Star Paper Mills Limited - India
- Tata Chemicals Ltd - India
- Straits Asia Resources Limited - Singapore
- Billiton Holdings Pty Ltd - Australia
- Merrill Lynch Commodities Europe
- Aboitiz Power Corporation - Philippines
- Indo Tambangraya Megah - Indonesia
- Savvy Resources Ltd - HongKong
- GAC Shipping (India) Pvt Ltd
- PetroVietnam Power Coal Import and Supply Company
- Jindal Steel & Power Ltd - India
- GVK Power & Infra Limited - India
- Meralco Power Generation, Philippines
- Sakthi Sugars Limited - India
- Directorate Of Revenue Intelligence - India
- Petrochimia International Co. Ltd.- Taiwan
- Gujarat Sidhee Cement - India
- Carbofer General Trading SA - India
- Bulk Trading Sa - Switzerland
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Attock Cement Pakistan Limited
- Ceylon Electricity Board - Sri Lanka
- Vijayanagar Sugar Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Meenaskhi Energy Private Limited - India
- Orica Australia Pty. Ltd.
- Maharashtra Electricity Regulatory Commission - India
- Sree Jayajothi Cements Limited - India
- Bukit Makmur.PT - Indonesia
- Simpson Spence & Young - Indonesia
- Bhoruka Overseas - Indonesia
- Oldendorff Carriers - Singapore
- Cigading International Bulk Terminal - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- IEA Clean Coal Centre - UK
- Madhucon Powers Ltd - India
- CIMB Investment Bank - Malaysia
- Eastern Coal Council - USA
- Mercuria Energy - Indonesia
- Globalindo Alam Lestari - Indonesia
- Dalmia Cement Bharat India
- Maheswari Brothers Coal Limited - India
- Riau Bara Harum - Indonesia
- India Bulls Power Limited - India
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