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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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Monday, 06 November 17
MARINE BUNKER EXCHANGE EXPECTS BUNKER PRICES WILL CONTINUE UPWARD TREND NEXT WEEK
World fuel indexes rose during the week, supported by main oil producers’ statements about possible extension of oil production cut agreement ...
Monday, 06 November 17
THE THERMAL COAL MARKET CAME UNDER SOME PRESSURE AS THE OUTLOOK FOR DEMAND WEAKENED - DANIEL HYNES
Commodities were mixed as investors grappled with a revised tax plan in the US amid a rising USD said Daniel Hynes in his linked in post.
Acco ...
Monday, 06 November 17
THE FREIGHT MARKET WAS CONTINUED TO SOFTEN THIS PAST WEEK; BCI DOWN 184 POINT WEEK OVER WEEK
COALspot.com: The freight market was continued to soften this past week compared to the previous week, as BDI and all segments except Panamax index ...
Friday, 03 November 17
U.S. COAL PRODUCTION FELL WEEK-OVER-WEEK, EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 14.5 million short ton ...
Wednesday, 01 November 17
SHIPPING MARKET INSIGHT - KONSTANTINOS KONTOMICHIS
As it was expected, the strong dry bulk freight market of the past couple of months has inspired similar activity in the second-hand market. Noneth ...
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Showing 1896 to 1900 news of total 6871 |
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- Vizag Seaport Private Limited - India
- Manunggal Multi Energi - Indonesia
- Sindya Power Generating Company Private Ltd
- Semirara Mining Corp, Philippines
- Merrill Lynch Commodities Europe
- Larsen & Toubro Limited - India
- London Commodity Brokers - England
- Banpu Public Company Limited - Thailand
- Toyota Tsusho Corporation, Japan
- Thai Mozambique Logistica
- PowerSource Philippines DevCo
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Parliament of New Zealand
- Jindal Steel & Power Ltd - India
- Vedanta Resources Plc - India
- Straits Asia Resources Limited - Singapore
- Meralco Power Generation, Philippines
- PNOC Exploration Corporation - Philippines
- Videocon Industries ltd - India
- Indian Oil Corporation Limited
- Directorate Of Revenue Intelligence - India
- The State Trading Corporation of India Ltd
- Globalindo Alam Lestari - Indonesia
- Global Green Power PLC Corporation, Philippines
- Gujarat Sidhee Cement - India
- Kalimantan Lumbung Energi - Indonesia
- Madhucon Powers Ltd - India
- Kideco Jaya Agung - Indonesia
- New Zealand Coal & Carbon
- Pipit Mutiara Jaya. PT, Indonesia
- Power Finance Corporation Ltd., India
- Riau Bara Harum - Indonesia
- Global Business Power Corporation, Philippines
- Baramulti Group, Indonesia
- Bayan Resources Tbk. - Indonesia
- Bhushan Steel Limited - India
- Orica Mining Services - Indonesia
- Petron Corporation, Philippines
- Aditya Birla Group - India
- Kartika Selabumi Mining - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Meenaskhi Energy Private Limited - India
- Georgia Ports Authority, United States
- Borneo Indobara - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Star Paper Mills Limited - India
- Central Java Power - Indonesia
- Kobexindo Tractors - Indoneisa
- AsiaOL BioFuels Corp., Philippines
- Sical Logistics Limited - India
- Alfred C Toepfer International GmbH - Germany
- Neyveli Lignite Corporation Ltd, - India
- Sojitz Corporation - Japan
- VISA Power Limited - India
- Xindia Steels Limited - India
- Anglo American - United Kingdom
- Maharashtra Electricity Regulatory Commission - India
- Trasteel International SA, Italy
- Chettinad Cement Corporation Ltd - India
- Cement Manufacturers Association - India
- Leighton Contractors Pty Ltd - Australia
- Indian Energy Exchange, India
- Billiton Holdings Pty Ltd - Australia
- Tamil Nadu electricity Board
- Eastern Energy - Thailand
- Malabar Cements Ltd - India
- Independent Power Producers Association of India
- Salva Resources Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- Makarim & Taira - Indonesia
- Posco Energy - South Korea
- Krishnapatnam Port Company Ltd. - India
- Iligan Light & Power Inc, Philippines
- Sarangani Energy Corporation, Philippines
- The University of Queensland
- Coastal Gujarat Power Limited - India
- Aboitiz Power Corporation - Philippines
- Sinarmas Energy and Mining - Indonesia
- ICICI Bank Limited - India
- Antam Resourcindo - Indonesia
- Coal and Oil Company - UAE
- Dalmia Cement Bharat India
- Bukit Asam (Persero) Tbk - Indonesia
- Altura Mining Limited, Indonesia
- Ind-Barath Power Infra Limited - India
- Mintek Dendrill Indonesia
- Karaikal Port Pvt Ltd - India
- Orica Australia Pty. Ltd.
- Kaltim Prima Coal - Indonesia
- Thiess Contractors Indonesia
- MS Steel International - UAE
- Singapore Mercantile Exchange
- SMG Consultants - Indonesia
- Wilmar Investment Holdings
- CIMB Investment Bank - Malaysia
- Bukit Makmur.PT - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Jaiprakash Power Ventures ltd
- Attock Cement Pakistan Limited
- Medco Energi Mining Internasional
- Maheswari Brothers Coal Limited - India
- Mercuria Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- GMR Energy Limited - India
- White Energy Company Limited
- Energy Link Ltd, New Zealand
- Siam City Cement - Thailand
- Therma Luzon, Inc, Philippines
- PTC India Limited - India
- Essar Steel Hazira Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Bhatia International Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- The Treasury - Australian Government
- Lanco Infratech Ltd - India
- McConnell Dowell - Australia
- Price Waterhouse Coopers - Russia
- SMC Global Power, Philippines
- Electricity Generating Authority of Thailand
- Global Coal Blending Company Limited - Australia
- Kohat Cement Company Ltd. - Pakistan
- International Coal Ventures Pvt Ltd - India
- CNBM International Corporation - China
- IEA Clean Coal Centre - UK
- Energy Development Corp, Philippines
- Australian Coal Association
- Ministry of Finance - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Jorong Barutama Greston.PT - Indonesia
- Eastern Coal Council - USA
- OPG Power Generation Pvt Ltd - India
- Latin American Coal - Colombia
- Parry Sugars Refinery, India
- Simpson Spence & Young - Indonesia
- Australian Commodity Traders Exchange
- Vijayanagar Sugar Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Bharathi Cement Corporation - India
- Economic Council, Georgia
- Samtan Co., Ltd - South Korea
- Cigading International Bulk Terminal - Indonesia
- Africa Commodities Group - South Africa
- Holcim Trading Pte Ltd - Singapore
- Metalloyd Limited - United Kingdom
- European Bulk Services B.V. - Netherlands
- Central Electricity Authority - India
- Marubeni Corporation - India
- Carbofer General Trading SA - India
- PetroVietnam Power Coal Import and Supply Company
- Minerals Council of Australia
- Indogreen Group - Indonesia
- South Luzon Thermal Energy Corporation
- IHS Mccloskey Coal Group - USA
- TeaM Sual Corporation - Philippines
- Bangladesh Power Developement Board
- Indo Tambangraya Megah - Indonesia
- Interocean Group of Companies - India
- Kapuas Tunggal Persada - Indonesia
- GAC Shipping (India) Pvt Ltd
- Romanian Commodities Exchange
- Deloitte Consulting - India
- Bhoruka Overseas - Indonesia
- Savvy Resources Ltd - HongKong
- Uttam Galva Steels Limited - India
- Chamber of Mines of South Africa
- Agrawal Coal Company - India
- Mercator Lines Limited - India
- Wood Mackenzie - Singapore
- Port Waratah Coal Services - Australia
- Binh Thuan Hamico - Vietnam
- Miang Besar Coal Terminal - Indonesia
- Timah Investasi Mineral - Indoneisa
- Tata Chemicals Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Rio Tinto Coal - Australia
- Edison Trading Spa - Italy
- Rashtriya Ispat Nigam Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bukit Baiduri Energy - Indonesia
- Kumho Petrochemical, South Korea
- Gujarat Electricity Regulatory Commission - India
- Indika Energy - Indonesia
- Goldman Sachs - Singapore
- Bulk Trading Sa - Switzerland
- Ambuja Cements Ltd - India
- San Jose City I Power Corp, Philippines
- Barasentosa Lestari - Indonesia
- Ministry of Transport, Egypt
- Oldendorff Carriers - Singapore
- Sree Jayajothi Cements Limited - India
- Planning Commission, India
- Karbindo Abesyapradhi - Indoneisa
- GN Power Mariveles Coal Plant, Philippines
- Ceylon Electricity Board - Sri Lanka
- Heidelberg Cement - Germany
- India Bulls Power Limited - India
- Ministry of Mines - Canada
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Electricity Authority, New Zealand
- Grasim Industreis Ltd - India
- Indonesian Coal Mining Association
- Sakthi Sugars Limited - India
- Pendopo Energi Batubara - Indonesia
- ASAPP Information Group - India
- GVK Power & Infra Limited - India
- Renaissance Capital - South Africa
- Kepco SPC Power Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Commonwealth Bank - Australia
- Siam City Cement PLC, Thailand
- Formosa Plastics Group - Taiwan
- Mjunction Services Limited - India
- Standard Chartered Bank - UAE
- Offshore Bulk Terminal Pte Ltd, Singapore
- Coalindo Energy - Indonesia
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