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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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Friday, 13 October 17
U.S. COAL EXPORTS FOR THE FIRST SEVEN MONTHS OF 2017 TOTALED 51 MMST; UP 62% YOY, EIA DATA SHOWS
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15.2 million shor ...
Thursday, 12 October 17
THERMAL COAL PRICES IN EUROPE AND ASIA PUSHING HIGHER - DANIEL HYNES
Coal markets took the lead from the oil market, with thermal coal prices in Europe and Asia pushing higher says Daniel Hynes,Senior Commodity Strat ...
Wednesday, 11 October 17
2020 DEBATE AT IBIA'S LISW EVENT: COMPLIANCE & ENFORCEMENT – IT'S COMPLICATED : IBIA
There is no doubt about the start date for the 0.50% marine fuel sulphur limit in MARPOL Annex VI, but questions remain around how it will be enfor ...
Wednesday, 11 October 17
SHIPPING MARKET INSIGHT - TIMOS PPADIMITRIOU
With the majority of second-hand tonnage transactions taking place in the dry bulk sector it’s easy to lose sight of what is happening over a ...
Tuesday, 10 October 17
DELIVERY OF CARGO WITHOUT ORIGINAL BILLS OF LADING - UK P&I CLUB
KNOWLEDGE TO ELEVATE
- It is common in a lot of trades, whether bulk or oil, to accept a Letter of Indemnity (“LOI”) for non-produ ...
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Showing 1916 to 1920 news of total 6871 |
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- Parry Sugars Refinery, India
- Banpu Public Company Limited - Thailand
- Australian Commodity Traders Exchange
- Kohat Cement Company Ltd. - Pakistan
- Sarangani Energy Corporation, Philippines
- PTC India Limited - India
- Sindya Power Generating Company Private Ltd
- Kartika Selabumi Mining - Indonesia
- Intertek Mineral Services - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Essar Steel Hazira Ltd - India
- Kaltim Prima Coal - Indonesia
- Bukit Baiduri Energy - Indonesia
- TeaM Sual Corporation - Philippines
- Cement Manufacturers Association - India
- Posco Energy - South Korea
- Indian Energy Exchange, India
- Miang Besar Coal Terminal - Indonesia
- Kepco SPC Power Corporation, Philippines
- Oldendorff Carriers - Singapore
- Xindia Steels Limited - India
- Billiton Holdings Pty Ltd - Australia
- Bhushan Steel Limited - India
- Jorong Barutama Greston.PT - Indonesia
- OPG Power Generation Pvt Ltd - India
- Attock Cement Pakistan Limited
- Jaiprakash Power Ventures ltd
- Interocean Group of Companies - India
- Mercuria Energy - Indonesia
- Borneo Indobara - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Thai Mozambique Logistica
- Ambuja Cements Ltd - India
- Tamil Nadu electricity Board
- Trasteel International SA, Italy
- Star Paper Mills Limited - India
- Simpson Spence & Young - Indonesia
- Semirara Mining Corp, Philippines
- Mintek Dendrill Indonesia
- Karaikal Port Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Electricity Generating Authority of Thailand
- CIMB Investment Bank - Malaysia
- Rio Tinto Coal - Australia
- Barasentosa Lestari - Indonesia
- Binh Thuan Hamico - Vietnam
- South Luzon Thermal Energy Corporation
- Holcim Trading Pte Ltd - Singapore
- Larsen & Toubro Limited - India
- Sojitz Corporation - Japan
- Makarim & Taira - Indonesia
- GMR Energy Limited - India
- India Bulls Power Limited - India
- Meenaskhi Energy Private Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Thiess Contractors Indonesia
- Indika Energy - Indonesia
- Formosa Plastics Group - Taiwan
- Kobexindo Tractors - Indoneisa
- Indo Tambangraya Megah - Indonesia
- Timah Investasi Mineral - Indoneisa
- The University of Queensland
- Asmin Koalindo Tuhup - Indonesia
- Bhatia International Limited - India
- Bukit Makmur.PT - Indonesia
- Pendopo Energi Batubara - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Uttam Galva Steels Limited - India
- Price Waterhouse Coopers - Russia
- SMC Global Power, Philippines
- Ceylon Electricity Board - Sri Lanka
- European Bulk Services B.V. - Netherlands
- The State Trading Corporation of India Ltd
- The Treasury - Australian Government
- LBH Netherlands Bv - Netherlands
- Merrill Lynch Commodities Europe
- Indonesian Coal Mining Association
- Karbindo Abesyapradhi - Indoneisa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Carbofer General Trading SA - India
- Iligan Light & Power Inc, Philippines
- Georgia Ports Authority, United States
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Minerals Council of Australia
- Chettinad Cement Corporation Ltd - India
- Standard Chartered Bank - UAE
- Vijayanagar Sugar Pvt Ltd - India
- Siam City Cement - Thailand
- Africa Commodities Group - South Africa
- Altura Mining Limited, Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Global Green Power PLC Corporation, Philippines
- Siam City Cement PLC, Thailand
- Deloitte Consulting - India
- Ministry of Mines - Canada
- Maheswari Brothers Coal Limited - India
- Grasim Industreis Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Savvy Resources Ltd - HongKong
- Directorate General of MIneral and Coal - Indonesia
- Goldman Sachs - Singapore
- Bharathi Cement Corporation - India
- Orica Australia Pty. Ltd.
- CNBM International Corporation - China
- Power Finance Corporation Ltd., India
- Eastern Energy - Thailand
- San Jose City I Power Corp, Philippines
- Rashtriya Ispat Nigam Limited - India
- IEA Clean Coal Centre - UK
- Energy Link Ltd, New Zealand
- Sical Logistics Limited - India
- Directorate Of Revenue Intelligence - India
- Petrochimia International Co. Ltd.- Taiwan
- International Coal Ventures Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Antam Resourcindo - Indonesia
- Mercator Lines Limited - India
- Eastern Coal Council - USA
- Romanian Commodities Exchange
- Ind-Barath Power Infra Limited - India
- Coal and Oil Company - UAE
- Petron Corporation, Philippines
- VISA Power Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Coastal Gujarat Power Limited - India
- Electricity Authority, New Zealand
- Maharashtra Electricity Regulatory Commission - India
- SMG Consultants - Indonesia
- Wilmar Investment Holdings
- Australian Coal Association
- Sakthi Sugars Limited - India
- Samtan Co., Ltd - South Korea
- Ministry of Finance - Indonesia
- Sree Jayajothi Cements Limited - India
- Sinarmas Energy and Mining - Indonesia
- Wood Mackenzie - Singapore
- Economic Council, Georgia
- Bahari Cakrawala Sebuku - Indonesia
- Orica Mining Services - Indonesia
- Manunggal Multi Energi - Indonesia
- Kideco Jaya Agung - Indonesia
- MS Steel International - UAE
- White Energy Company Limited
- Global Coal Blending Company Limited - Australia
- Indogreen Group - Indonesia
- Edison Trading Spa - Italy
- Offshore Bulk Terminal Pte Ltd, Singapore
- Tata Chemicals Ltd - India
- Aditya Birla Group - India
- New Zealand Coal & Carbon
- Aboitiz Power Corporation - Philippines
- Dalmia Cement Bharat India
- Meralco Power Generation, Philippines
- ICICI Bank Limited - India
- Chamber of Mines of South Africa
- Coalindo Energy - Indonesia
- Global Business Power Corporation, Philippines
- Gujarat Sidhee Cement - India
- Commonwealth Bank - Australia
- Latin American Coal - Colombia
- Anglo American - United Kingdom
- Central Java Power - Indonesia
- GVK Power & Infra Limited - India
- London Commodity Brokers - England
- Kumho Petrochemical, South Korea
- Parliament of New Zealand
- IHS Mccloskey Coal Group - USA
- Medco Energi Mining Internasional
- Port Waratah Coal Services - Australia
- Singapore Mercantile Exchange
- Toyota Tsusho Corporation, Japan
- Jindal Steel & Power Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- GAC Shipping (India) Pvt Ltd
- Straits Asia Resources Limited - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Mjunction Services Limited - India
- Bangladesh Power Developement Board
- Renaissance Capital - South Africa
- Therma Luzon, Inc, Philippines
- Ministry of Transport, Egypt
- ASAPP Information Group - India
- Central Electricity Authority - India
- PNOC Exploration Corporation - Philippines
- Agrawal Coal Company - India
- Malabar Cements Ltd - India
- Videocon Industries ltd - India
- SN Aboitiz Power Inc, Philippines
- PowerSource Philippines DevCo
- Energy Development Corp, Philippines
- Baramulti Group, Indonesia
- Kapuas Tunggal Persada - Indonesia
- Lanco Infratech Ltd - India
- Bulk Trading Sa - Switzerland
- McConnell Dowell - Australia
- Gujarat Electricity Regulatory Commission - India
- Planning Commission, India
- GN Power Mariveles Coal Plant, Philippines
- Metalloyd Limited - United Kingdom
- Vedanta Resources Plc - India
- Riau Bara Harum - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Indian Oil Corporation Limited
- Vizag Seaport Private Limited - India
- AsiaOL BioFuels Corp., Philippines
- Independent Power Producers Association of India
- Madhucon Powers Ltd - India
- Globalindo Alam Lestari - Indonesia
- Salva Resources Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Marubeni Corporation - India
- Bayan Resources Tbk. - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Heidelberg Cement - Germany
- Semirara Mining and Power Corporation, Philippines
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