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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, 25 October 17
COAL MARKETS REMAINED SUBDUED - DANIEL HYNES
Coal markets remained subdued.
Daniel Hynes, Senior Commodity Strategist at ANZ, Coking coal prices were unchanged amid an absence of fresh of ...
Wednesday, 25 October 17
SHIPPING MARKET REPORT - INTERMODAL
While the majority of perspective Buyers in the dry bulk second-hand market is currently focusing on modern tonnage, there is also increased activi ...
Tuesday, 24 October 17
KOMIPO INVITED BIDS FOR MIN. 4600 NAR BLENDED SUB-BITUMINOUS COAL OF INDONESIAN ORIGIN FOR BORYEONG OR NEW BORYEONG POWER PLANT
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued an another new tender for 5,000,000 Metric Tons of blended sub-bi ...
Tuesday, 24 October 17
CHINA'S INSATIABLE APPETITE FOR THIS ENERGY COMMODITY CONTINUES STRONG - GEORGE LAZARIDIS
Crude oil prices have been seeing some support emerge this past week as supply disruptions in Iraq and a drop in US drilling has helped bolster oil ...
Friday, 20 October 17
U.S COAL PRODUCTION FELL 1.45 PER CENT WEEK OVER WEEK - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 14.9 million short ton ...
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Showing 1906 to 1910 news of total 6871 |
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- Bayan Resources Tbk. - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Bukit Makmur.PT - Indonesia
- Sindya Power Generating Company Private Ltd
- LBH Netherlands Bv - Netherlands
- Meralco Power Generation, Philippines
- Mercator Lines Limited - India
- Bhushan Steel Limited - India
- Altura Mining Limited, Indonesia
- Kideco Jaya Agung - Indonesia
- Kaltim Prima Coal - Indonesia
- Attock Cement Pakistan Limited
- Semirara Mining Corp, Philippines
- ASAPP Information Group - India
- Central Electricity Authority - India
- PetroVietnam Power Coal Import and Supply Company
- Borneo Indobara - Indonesia
- Agrawal Coal Company - India
- European Bulk Services B.V. - Netherlands
- Bukit Asam (Persero) Tbk - Indonesia
- Ministry of Transport, Egypt
- Mercuria Energy - Indonesia
- VISA Power Limited - India
- Indo Tambangraya Megah - Indonesia
- Directorate Of Revenue Intelligence - India
- The Treasury - Australian Government
- Jaiprakash Power Ventures ltd
- GAC Shipping (India) Pvt Ltd
- Global Green Power PLC Corporation, Philippines
- Bhoruka Overseas - Indonesia
- Posco Energy - South Korea
- Tata Chemicals Ltd - India
- Sree Jayajothi Cements Limited - India
- Indogreen Group - Indonesia
- PTC India Limited - India
- Formosa Plastics Group - Taiwan
- Bulk Trading Sa - Switzerland
- Karbindo Abesyapradhi - Indoneisa
- GN Power Mariveles Coal Plant, Philippines
- Carbofer General Trading SA - India
- White Energy Company Limited
- Bhatia International Limited - India
- Jindal Steel & Power Ltd - India
- IHS Mccloskey Coal Group - USA
- Karaikal Port Pvt Ltd - India
- Sakthi Sugars Limited - India
- Tamil Nadu electricity Board
- Port Waratah Coal Services - Australia
- Makarim & Taira - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Aditya Birla Group - India
- Wood Mackenzie - Singapore
- Cement Manufacturers Association - India
- Antam Resourcindo - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Kartika Selabumi Mining - Indonesia
- Bharathi Cement Corporation - India
- Salva Resources Pvt Ltd - India
- Coal and Oil Company - UAE
- TeaM Sual Corporation - Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ceylon Electricity Board - Sri Lanka
- Holcim Trading Pte Ltd - Singapore
- ICICI Bank Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Electricity Authority, New Zealand
- Maharashtra Electricity Regulatory Commission - India
- Baramulti Group, Indonesia
- Singapore Mercantile Exchange
- Mjunction Services Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Ministry of Finance - Indonesia
- Standard Chartered Bank - UAE
- Pipit Mutiara Jaya. PT, Indonesia
- Merrill Lynch Commodities Europe
- Planning Commission, India
- Wilmar Investment Holdings
- Therma Luzon, Inc, Philippines
- Indika Energy - Indonesia
- Gujarat Electricity Regulatory Commission - India
- PowerSource Philippines DevCo
- PNOC Exploration Corporation - Philippines
- Maheswari Brothers Coal Limited - India
- Orica Mining Services - Indonesia
- Banpu Public Company Limited - Thailand
- Gujarat Sidhee Cement - India
- Simpson Spence & Young - Indonesia
- Goldman Sachs - Singapore
- SMG Consultants - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Global Coal Blending Company Limited - Australia
- Kohat Cement Company Ltd. - Pakistan
- South Luzon Thermal Energy Corporation
- Ind-Barath Power Infra Limited - India
- Interocean Group of Companies - India
- London Commodity Brokers - England
- Siam City Cement - Thailand
- IEA Clean Coal Centre - UK
- Leighton Contractors Pty Ltd - Australia
- Thai Mozambique Logistica
- Kumho Petrochemical, South Korea
- Essar Steel Hazira Ltd - India
- Minerals Council of Australia
- GMR Energy Limited - India
- MS Steel International - UAE
- Larsen & Toubro Limited - India
- The University of Queensland
- The State Trading Corporation of India Ltd
- San Jose City I Power Corp, Philippines
- Lanco Infratech Ltd - India
- Economic Council, Georgia
- Edison Trading Spa - Italy
- Ambuja Cements Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Alfred C Toepfer International GmbH - Germany
- CIMB Investment Bank - Malaysia
- Chettinad Cement Corporation Ltd - India
- Indonesian Coal Mining Association
- Indian Energy Exchange, India
- Energy Development Corp, Philippines
- Energy Link Ltd, New Zealand
- Sical Logistics Limited - India
- Australian Commodity Traders Exchange
- Bangladesh Power Developement Board
- Deloitte Consulting - India
- Riau Bara Harum - Indonesia
- GVK Power & Infra Limited - India
- New Zealand Coal & Carbon
- Heidelberg Cement - Germany
- Miang Besar Coal Terminal - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Oldendorff Carriers - Singapore
- Grasim Industreis Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Barasentosa Lestari - Indonesia
- Independent Power Producers Association of India
- Rio Tinto Coal - Australia
- Timah Investasi Mineral - Indoneisa
- Parry Sugars Refinery, India
- Global Business Power Corporation, Philippines
- Medco Energi Mining Internasional
- Vedanta Resources Plc - India
- Ministry of Mines - Canada
- Madhucon Powers Ltd - India
- Australian Coal Association
- Krishnapatnam Port Company Ltd. - India
- Meenaskhi Energy Private Limited - India
- Manunggal Multi Energi - Indonesia
- Sarangani Energy Corporation, Philippines
- OPG Power Generation Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Commonwealth Bank - Australia
- Samtan Co., Ltd - South Korea
- Binh Thuan Hamico - Vietnam
- Iligan Light & Power Inc, Philippines
- Dalmia Cement Bharat India
- Power Finance Corporation Ltd., India
- CNBM International Corporation - China
- Price Waterhouse Coopers - Russia
- Directorate General of MIneral and Coal - Indonesia
- Orica Australia Pty. Ltd.
- Malabar Cements Ltd - India
- Trasteel International SA, Italy
- Renaissance Capital - South Africa
- Electricity Generating Authority of Thailand
- Eastern Coal Council - USA
- Globalindo Alam Lestari - Indonesia
- Coastal Gujarat Power Limited - India
- Straits Asia Resources Limited - Singapore
- Metalloyd Limited - United Kingdom
- Xindia Steels Limited - India
- Videocon Industries ltd - India
- Marubeni Corporation - India
- Siam City Cement PLC, Thailand
- Bahari Cakrawala Sebuku - Indonesia
- Chamber of Mines of South Africa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Petrochimia International Co. Ltd.- Taiwan
- Coalindo Energy - Indonesia
- Kobexindo Tractors - Indoneisa
- Jorong Barutama Greston.PT - Indonesia
- Sinarmas Energy and Mining - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Thiess Contractors Indonesia
- Georgia Ports Authority, United States
- Gujarat Mineral Development Corp Ltd - India
- Anglo American - United Kingdom
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Uttam Galva Steels Limited - India
- India Bulls Power Limited - India
- SN Aboitiz Power Inc, Philippines
- Bukit Baiduri Energy - Indonesia
- Toyota Tsusho Corporation, Japan
- Neyveli Lignite Corporation Ltd, - India
- McConnell Dowell - Australia
- Petron Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Indian Oil Corporation Limited
- Parliament of New Zealand
- Sojitz Corporation - Japan
- Africa Commodities Group - South Africa
- Latin American Coal - Colombia
- Central Java Power - Indonesia
- Kepco SPC Power Corporation, Philippines
- SMC Global Power, Philippines
- Aboitiz Power Corporation - Philippines
- Savvy Resources Ltd - HongKong
- Romanian Commodities Exchange
- Intertek Mineral Services - Indonesia
- Star Paper Mills Limited - India
- Eastern Energy - Thailand
- Vizag Seaport Private Limited - India
- International Coal Ventures Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Mintek Dendrill Indonesia
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