We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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.
|
|
Tuesday, 31 October 17
BALTIC DRY INDEX TAKES A BREAK FROM ITS UPWARD RALLY COURSE - GEORGE LAZARIDIS
It has been a week of corrections for the dry bulk freight market as it seems as the general Baltic Dry Index takes a break from its upward rally c ...
Friday, 27 October 17
U.S WEEKLY COAL PRODUCTION FLAT WEEK OVER WEEK - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 14.9 million short tons ...
Thursday, 26 October 17
CYBER COVER FOR E-BILLS - PHILIP STEPHENSON
KNOWLEDGE TO ELEVATE
Increasingly popular electronic bills of lading are, by their nature, susceptible to the risk of cyber attack. Here, Stan ...
Thursday, 26 October 17
INDO TO CHINA ROUNDS SUPRAS ACHIEVING AROUND HIGH $14000 - FEARNLEYS
Supramax
By mid-week the market has been relatively quiet in the Pacific basin as well, but still some healthy rates being achieved on the differ ...
Thursday, 26 October 17
STRONG SIGNAL FOR AUSTRALIAN COAL DEMAND - GREG EVANS
The International Energy Agency’s Southeast Asia Energy Outlook report, released today, presents a positive outlook for Australian coal produ ...
|
|
|
Showing 1901 to 1905 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Indo Tambangraya Megah - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Meenaskhi Energy Private Limited - India
- Ind-Barath Power Infra Limited - India
- Metalloyd Limited - United Kingdom
- Formosa Plastics Group - Taiwan
- Energy Link Ltd, New Zealand
- Georgia Ports Authority, United States
- OPG Power Generation Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- Essar Steel Hazira Ltd - India
- Kepco SPC Power Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- IHS Mccloskey Coal Group - USA
- Anglo American - United Kingdom
- Billiton Holdings Pty Ltd - Australia
- Medco Energi Mining Internasional
- Indika Energy - Indonesia
- White Energy Company Limited
- Kapuas Tunggal Persada - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Uttam Galva Steels Limited - India
- Savvy Resources Ltd - HongKong
- Orica Australia Pty. Ltd.
- London Commodity Brokers - England
- GN Power Mariveles Coal Plant, Philippines
- Goldman Sachs - Singapore
- Merrill Lynch Commodities Europe
- Jorong Barutama Greston.PT - Indonesia
- Therma Luzon, Inc, Philippines
- PowerSource Philippines DevCo
- Aditya Birla Group - India
- Borneo Indobara - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Bhoruka Overseas - Indonesia
- New Zealand Coal & Carbon
- Singapore Mercantile Exchange
- Mercuria Energy - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Siam City Cement PLC, Thailand
- Holcim Trading Pte Ltd - Singapore
- European Bulk Services B.V. - Netherlands
- Straits Asia Resources Limited - Singapore
- Miang Besar Coal Terminal - Indonesia
- The Treasury - Australian Government
- Rio Tinto Coal - Australia
- Videocon Industries ltd - India
- Bukit Makmur.PT - Indonesia
- Ministry of Mines - Canada
- GVK Power & Infra Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Coastal Gujarat Power Limited - India
- Ceylon Electricity Board - Sri Lanka
- Bangladesh Power Developement Board
- Bukit Baiduri Energy - Indonesia
- Mercator Lines Limited - India
- Global Business Power Corporation, Philippines
- Gujarat Sidhee Cement - India
- Neyveli Lignite Corporation Ltd, - India
- Central Electricity Authority - India
- CIMB Investment Bank - Malaysia
- Australian Commodity Traders Exchange
- MS Steel International - UAE
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Riau Bara Harum - Indonesia
- PNOC Exploration Corporation - Philippines
- Tamil Nadu electricity Board
- Bharathi Cement Corporation - India
- Larsen & Toubro Limited - India
- Central Java Power - Indonesia
- Indian Energy Exchange, India
- Attock Cement Pakistan Limited
- Economic Council, Georgia
- GMR Energy Limited - India
- San Jose City I Power Corp, Philippines
- Grasim Industreis Ltd - India
- Dalmia Cement Bharat India
- Altura Mining Limited, Indonesia
- The State Trading Corporation of India Ltd
- Madhucon Powers Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kumho Petrochemical, South Korea
- Orica Mining Services - Indonesia
- Global Green Power PLC Corporation, Philippines
- ICICI Bank Limited - India
- GAC Shipping (India) Pvt Ltd
- Malabar Cements Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Sree Jayajothi Cements Limited - India
- Chamber of Mines of South Africa
- Vijayanagar Sugar Pvt Ltd - India
- Bhatia International Limited - India
- Meralco Power Generation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Globalindo Alam Lestari - Indonesia
- Power Finance Corporation Ltd., India
- Simpson Spence & Young - Indonesia
- Coal and Oil Company - UAE
- Asmin Koalindo Tuhup - Indonesia
- Samtan Co., Ltd - South Korea
- Deloitte Consulting - India
- Gujarat Mineral Development Corp Ltd - India
- Jaiprakash Power Ventures ltd
- Chettinad Cement Corporation Ltd - India
- Sakthi Sugars Limited - India
- CNBM International Corporation - China
- Bukit Asam (Persero) Tbk - Indonesia
- Krishnapatnam Port Company Ltd. - India
- ASAPP Information Group - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- VISA Power Limited - India
- Interocean Group of Companies - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Independent Power Producers Association of India
- The University of Queensland
- Standard Chartered Bank - UAE
- Bahari Cakrawala Sebuku - Indonesia
- Kartika Selabumi Mining - Indonesia
- Mintek Dendrill Indonesia
- Carbofer General Trading SA - India
- Posco Energy - South Korea
- Eastern Coal Council - USA
- LBH Netherlands Bv - Netherlands
- Karaikal Port Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Manunggal Multi Energi - Indonesia
- SMG Consultants - Indonesia
- Energy Development Corp, Philippines
- Timah Investasi Mineral - Indoneisa
- International Coal Ventures Pvt Ltd - India
- Makarim & Taira - Indonesia
- Kideco Jaya Agung - Indonesia
- Trasteel International SA, Italy
- Romanian Commodities Exchange
- Directorate Of Revenue Intelligence - India
- AsiaOL BioFuels Corp., Philippines
- PTC India Limited - India
- Marubeni Corporation - India
- Karbindo Abesyapradhi - Indoneisa
- TeaM Sual Corporation - Philippines
- Wilmar Investment Holdings
- Sojitz Corporation - Japan
- Indonesian Coal Mining Association
- Pendopo Energi Batubara - Indonesia
- Oldendorff Carriers - Singapore
- Baramulti Group, Indonesia
- Siam City Cement - Thailand
- Bhushan Steel Limited - India
- Lanco Infratech Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- SN Aboitiz Power Inc, Philippines
- Coalindo Energy - Indonesia
- McConnell Dowell - Australia
- Barasentosa Lestari - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Eastern Energy - Thailand
- Xindia Steels Limited - India
- Heidelberg Cement - Germany
- Thai Mozambique Logistica
- Electricity Generating Authority of Thailand
- Alfred C Toepfer International GmbH - Germany
- Commonwealth Bank - Australia
- Jindal Steel & Power Ltd - India
- SMC Global Power, Philippines
- Star Paper Mills Limited - India
- Cement Manufacturers Association - India
- Global Coal Blending Company Limited - Australia
- Renaissance Capital - South Africa
- Parry Sugars Refinery, India
- Mjunction Services Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Maharashtra Electricity Regulatory Commission - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Minerals Council of Australia
- India Bulls Power Limited - India
- IEA Clean Coal Centre - UK
- Kobexindo Tractors - Indoneisa
- Tata Chemicals Ltd - India
- Indogreen Group - Indonesia
- Vizag Seaport Private Limited - India
- Planning Commission, India
- South Luzon Thermal Energy Corporation
- Bulk Trading Sa - Switzerland
- Banpu Public Company Limited - Thailand
- Semirara Mining Corp, Philippines
- Africa Commodities Group - South Africa
- Latin American Coal - Colombia
- Sical Logistics Limited - India
- Bayan Resources Tbk. - Indonesia
- Edison Trading Spa - Italy
- Vedanta Resources Plc - India
- Agrawal Coal Company - India
- Maheswari Brothers Coal Limited - India
- Price Waterhouse Coopers - Russia
- Ambuja Cements Ltd - India
- Petron Corporation, Philippines
- Antam Resourcindo - Indonesia
- Salva Resources Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Gujarat Electricity Regulatory Commission - India
- Ministry of Finance - Indonesia
- Intertek Mineral Services - Indonesia
- Sarangani Energy Corporation, Philippines
- Binh Thuan Hamico - Vietnam
- Cigading International Bulk Terminal - Indonesia
- Thiess Contractors Indonesia
- Electricity Authority, New Zealand
- Australian Coal Association
- Parliament of New Zealand
- Wood Mackenzie - Singapore
- Indian Oil Corporation Limited
- Kaltim Prima Coal - Indonesia
- Port Waratah Coal Services - Australia
- Leighton Contractors Pty Ltd - Australia
- Iligan Light & Power Inc, Philippines
- Ministry of Transport, Egypt
|
| |
| |
|
