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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, 09 October 17
INDONESIAN COAL PRICE REFERENCE HITS NEW HIGH FOR 2017
COALspot.com: Indonesian coal benchmark price surges 2.13% in October month over month, the latest ministerial decree showed.
The benchmark pr ...
Monday, 09 October 17
INDIA'S COAL IMPORTS UP 10% IN SEPT AS POWER PLANTS FACE FUEL SHORTAGE - PTI
Coal imports rose by 9.5 per cent to 18.33 million tonnes (MT) in September, after having registered year-on-year decline for five months in a row, ...
Friday, 06 October 17
U.S. WEEKLY COAL OUTPUT HAS REBOUNDED AFTER DECLINING 5 WEEKS IN A ROW
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15.3 million short tons ...
Wednesday, 04 October 17
SHIPPING MARKET INSIGHT - GEORGE ILIOPOULOS
During the past couple of months the dry bulk market has displayed particularly strong momentum and we have been witnessing steady appetite and act ...
Tuesday, 03 October 17
VIETNAM'S COAL-FIRED THERMAL POWER DEPENDENT ON CHINA - VIETNAMNET BRIDGE
A report from the Green Innovation and Development Centre (GreenID) showed that, as of the end of last year, of 27 coal-fired thermopower plants, 1 ...
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Showing 1921 to 1925 news of total 6871 |
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- Vijayanagar Sugar Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Globalindo Alam Lestari - Indonesia
- ICICI Bank Limited - India
- International Coal Ventures Pvt Ltd - India
- Xindia Steels Limited - India
- Simpson Spence & Young - Indonesia
- Formosa Plastics Group - Taiwan
- Miang Besar Coal Terminal - Indonesia
- Meralco Power Generation, Philippines
- Semirara Mining Corp, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- GVK Power & Infra Limited - India
- Samtan Co., Ltd - South Korea
- Central Electricity Authority - India
- Orica Mining Services - Indonesia
- Petron Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Sical Logistics Limited - India
- Renaissance Capital - South Africa
- GN Power Mariveles Coal Plant, Philippines
- Singapore Mercantile Exchange
- Indian Oil Corporation Limited
- Neyveli Lignite Corporation Ltd, - India
- White Energy Company Limited
- Grasim Industreis Ltd - India
- South Luzon Thermal Energy Corporation
- Kobexindo Tractors - Indoneisa
- Deloitte Consulting - India
- Tata Chemicals Ltd - India
- The State Trading Corporation of India Ltd
- Sojitz Corporation - Japan
- Posco Energy - South Korea
- Directorate General of MIneral and Coal - Indonesia
- Pendopo Energi Batubara - Indonesia
- Savvy Resources Ltd - HongKong
- Standard Chartered Bank - UAE
- Bhoruka Overseas - Indonesia
- McConnell Dowell - Australia
- Makarim & Taira - Indonesia
- Salva Resources Pvt Ltd - India
- Merrill Lynch Commodities Europe
- Aditya Birla Group - India
- Semirara Mining and Power Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bayan Resources Tbk. - Indonesia
- Central Java Power - Indonesia
- Dalmia Cement Bharat India
- Altura Mining Limited, Indonesia
- Jaiprakash Power Ventures ltd
- PNOC Exploration Corporation - Philippines
- Baramulti Group, Indonesia
- Intertek Mineral Services - Indonesia
- Chettinad Cement Corporation Ltd - India
- Straits Asia Resources Limited - Singapore
- MS Steel International - UAE
- Riau Bara Harum - Indonesia
- Binh Thuan Hamico - Vietnam
- SMC Global Power, Philippines
- Oldendorff Carriers - Singapore
- Mintek Dendrill Indonesia
- OPG Power Generation Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Latin American Coal - Colombia
- Toyota Tsusho Corporation, Japan
- Krishnapatnam Port Company Ltd. - India
- GAC Shipping (India) Pvt Ltd
- Bhatia International Limited - India
- Georgia Ports Authority, United States
- Anglo American - United Kingdom
- PowerSource Philippines DevCo
- PetroVietnam Power Coal Import and Supply Company
- Cement Manufacturers Association - India
- Barasentosa Lestari - Indonesia
- Star Paper Mills Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Bukit Baiduri Energy - Indonesia
- Indogreen Group - Indonesia
- LBH Netherlands Bv - Netherlands
- AsiaOL BioFuels Corp., Philippines
- Kartika Selabumi Mining - Indonesia
- Mjunction Services Limited - India
- Kumho Petrochemical, South Korea
- Gujarat Mineral Development Corp Ltd - India
- Sakthi Sugars Limited - India
- Jindal Steel & Power Ltd - India
- Thiess Contractors Indonesia
- Goldman Sachs - Singapore
- Indonesian Coal Mining Association
- Interocean Group of Companies - India
- Tamil Nadu electricity Board
- Independent Power Producers Association of India
- Sarangani Energy Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- Power Finance Corporation Ltd., India
- TeaM Sual Corporation - Philippines
- Ind-Barath Power Infra Limited - India
- Thai Mozambique Logistica
- Maharashtra Electricity Regulatory Commission - India
- Essar Steel Hazira Ltd - India
- Port Waratah Coal Services - Australia
- Sinarmas Energy and Mining - Indonesia
- Videocon Industries ltd - India
- Cigading International Bulk Terminal - Indonesia
- Parliament of New Zealand
- Sindya Power Generating Company Private Ltd
- Carbofer General Trading SA - India
- Petrochimia International Co. Ltd.- Taiwan
- Iligan Light & Power Inc, Philippines
- Kideco Jaya Agung - Indonesia
- IEA Clean Coal Centre - UK
- Ministry of Finance - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Banpu Public Company Limited - Thailand
- Karaikal Port Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- The University of Queensland
- Vizag Seaport Private Limited - India
- Planning Commission, India
- India Bulls Power Limited - India
- Gujarat Electricity Regulatory Commission - India
- Marubeni Corporation - India
- Therma Luzon, Inc, Philippines
- Ceylon Electricity Board - Sri Lanka
- Meenaskhi Energy Private Limited - India
- Malabar Cements Ltd - India
- Wilmar Investment Holdings
- Eastern Energy - Thailand
- Madhucon Powers Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- VISA Power Limited - India
- Minerals Council of Australia
- Australian Commodity Traders Exchange
- Orica Australia Pty. Ltd.
- Gujarat Sidhee Cement - India
- Timah Investasi Mineral - Indoneisa
- Mercuria Energy - Indonesia
- Siam City Cement PLC, Thailand
- San Jose City I Power Corp, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Attock Cement Pakistan Limited
- CIMB Investment Bank - Malaysia
- Price Waterhouse Coopers - Russia
- Metalloyd Limited - United Kingdom
- Coalindo Energy - Indonesia
- Edison Trading Spa - Italy
- Kapuas Tunggal Persada - Indonesia
- Chamber of Mines of South Africa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Romanian Commodities Exchange
- Rashtriya Ispat Nigam Limited - India
- Larsen & Toubro Limited - India
- Billiton Holdings Pty Ltd - Australia
- Global Business Power Corporation, Philippines
- Uttam Galva Steels Limited - India
- Indika Energy - Indonesia
- Medco Energi Mining Internasional
- Agrawal Coal Company - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Manunggal Multi Energi - Indonesia
- Bulk Trading Sa - Switzerland
- Coastal Gujarat Power Limited - India
- Australian Coal Association
- Antam Resourcindo - Indonesia
- Ministry of Transport, Egypt
- Eastern Coal Council - USA
- Energy Link Ltd, New Zealand
- Bank of Tokyo Mitsubishi UFJ Ltd
- TNB Fuel Sdn Bhd - Malaysia
- Borneo Indobara - Indonesia
- Maheswari Brothers Coal Limited - India
- Electricity Generating Authority of Thailand
- Global Green Power PLC Corporation, Philippines
- Bharathi Cement Corporation - India
- Parry Sugars Refinery, India
- Leighton Contractors Pty Ltd - Australia
- PTC India Limited - India
- GMR Energy Limited - India
- Energy Development Corp, Philippines
- Global Coal Blending Company Limited - Australia
- CNBM International Corporation - China
- European Bulk Services B.V. - Netherlands
- Coal and Oil Company - UAE
- Siam City Cement - Thailand
- Heidelberg Cement - Germany
- Rio Tinto Coal - Australia
- Indo Tambangraya Megah - Indonesia
- Bukit Makmur.PT - Indonesia
- Africa Commodities Group - South Africa
- SMG Consultants - Indonesia
- London Commodity Brokers - England
- Alfred C Toepfer International GmbH - Germany
- Sree Jayajothi Cements Limited - India
- Bhushan Steel Limited - India
- Aboitiz Power Corporation - Philippines
- Trasteel International SA, Italy
- IHS Mccloskey Coal Group - USA
- Kaltim Prima Coal - Indonesia
- Vedanta Resources Plc - India
- Ambuja Cements Ltd - India
- Mercator Lines Limited - India
- Commonwealth Bank - Australia
- Economic Council, Georgia
- SN Aboitiz Power Inc, Philippines
- Wood Mackenzie - Singapore
- Indian Energy Exchange, India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ministry of Mines - Canada
- Electricity Authority, New Zealand
- Bangladesh Power Developement Board
- ASAPP Information Group - India
- Holcim Trading Pte Ltd - Singapore
- New Zealand Coal & Carbon
- Lanco Infratech Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- The Treasury - Australian Government
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