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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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Tuesday, 03 October 17
RIO TINTO COMPLETES FIRST FULLY AUTONOMOUS RAIL JOURNEY IN WESTERN AUSTRALIA
Rio Tinto has successfully completed the first fully autonomous rail journey at its iron ore operations in the Pilbara region of Western Australia ...
Tuesday, 03 October 17
ALLIED MARKET ANALYSIS
It seems as though the future of the oil trade was once again put into the spotlight, as the Asia Pacific Petroleum Conference took place last week ...
Friday, 29 September 17
U.S WEEKLY COAL OUTPUT DROPS FOR THE FIFTH WEEK IN A ROW, EIA DATA SHOWS
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 14.7 million short ...
Thursday, 28 September 17
SUPRAMAX: S.CHINA TRIP TO INDIA HAS BEEN FIXED AT AROUND US$ 11000 - FEARNLEYS
Supramax
The hot market seen the last weeks in the Pacific has softened as the Golden week holiday in China approaches and the October shipments ...
Thursday, 28 September 17
THE 'UNREASONABLE' COST OF CASUALTY REPAIRS: ASSOCIATION OF AVERAGE ADJUSTERS CHAIRMAN DETAILS CLAIMS DILEMMAS
KNOWLEDGE TO ELEVATE
The ‘unreasonable’ cost of casualty repairs: Association of Average Adjusters chairman details claims dilemma ...
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Showing 1926 to 1930 news of total 6871 |
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- Miang Besar Coal Terminal - Indonesia
- Vizag Seaport Private Limited - India
- Directorate Of Revenue Intelligence - India
- Global Business Power Corporation, Philippines
- Grasim Industreis Ltd - India
- Standard Chartered Bank - UAE
- Dalmia Cement Bharat India
- Cigading International Bulk Terminal - Indonesia
- Thai Mozambique Logistica
- Offshore Bulk Terminal Pte Ltd, Singapore
- Electricity Generating Authority of Thailand
- Bukit Baiduri Energy - Indonesia
- Mercuria Energy - Indonesia
- Chettinad Cement Corporation Ltd - India
- Parry Sugars Refinery, India
- The State Trading Corporation of India Ltd
- Renaissance Capital - South Africa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Eastern Coal Council - USA
- SMG Consultants - Indonesia
- Kobexindo Tractors - Indoneisa
- Ministry of Finance - Indonesia
- Larsen & Toubro Limited - India
- Thiess Contractors Indonesia
- GVK Power & Infra Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Pendopo Energi Batubara - Indonesia
- Carbofer General Trading SA - India
- Energy Link Ltd, New Zealand
- Antam Resourcindo - Indonesia
- Edison Trading Spa - Italy
- Semirara Mining and Power Corporation, Philippines
- Orica Mining Services - Indonesia
- Samtan Co., Ltd - South Korea
- Therma Luzon, Inc, Philippines
- Meenaskhi Energy Private Limited - India
- Indo Tambangraya Megah - Indonesia
- Romanian Commodities Exchange
- MS Steel International - UAE
- Coastal Gujarat Power Limited - India
- Sical Logistics Limited - India
- AsiaOL BioFuels Corp., Philippines
- Ceylon Electricity Board - Sri Lanka
- Latin American Coal - Colombia
- Globalindo Alam Lestari - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Maheswari Brothers Coal Limited - India
- London Commodity Brokers - England
- SN Aboitiz Power Inc, Philippines
- Ministry of Mines - Canada
- IHS Mccloskey Coal Group - USA
- Meralco Power Generation, Philippines
- Bhoruka Overseas - Indonesia
- Essar Steel Hazira Ltd - India
- Kumho Petrochemical, South Korea
- ICICI Bank Limited - India
- Baramulti Group, Indonesia
- Holcim Trading Pte Ltd - Singapore
- Pipit Mutiara Jaya. PT, Indonesia
- Videocon Industries ltd - India
- Economic Council, Georgia
- Timah Investasi Mineral - Indoneisa
- Ind-Barath Power Infra Limited - India
- Indogreen Group - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Australian Commodity Traders Exchange
- Xindia Steels Limited - India
- Gujarat Electricity Regulatory Commission - India
- Aboitiz Power Corporation - Philippines
- PNOC Exploration Corporation - Philippines
- Semirara Mining Corp, Philippines
- European Bulk Services B.V. - Netherlands
- Ambuja Cements Ltd - India
- Central Java Power - Indonesia
- Interocean Group of Companies - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Agrawal Coal Company - India
- Siam City Cement PLC, Thailand
- Price Waterhouse Coopers - Russia
- International Coal Ventures Pvt Ltd - India
- Indian Oil Corporation Limited
- Bhushan Steel Limited - India
- Borneo Indobara - Indonesia
- Coal and Oil Company - UAE
- Kohat Cement Company Ltd. - Pakistan
- Electricity Authority, New Zealand
- Banpu Public Company Limited - Thailand
- GMR Energy Limited - India
- Australian Coal Association
- Uttam Galva Steels Limited - India
- Riau Bara Harum - Indonesia
- Jaiprakash Power Ventures ltd
- Goldman Sachs - Singapore
- PowerSource Philippines DevCo
- IEA Clean Coal Centre - UK
- Commonwealth Bank - Australia
- CNBM International Corporation - China
- Intertek Mineral Services - Indonesia
- Siam City Cement - Thailand
- TeaM Sual Corporation - Philippines
- Sarangani Energy Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- SMC Global Power, Philippines
- Kaltim Prima Coal - Indonesia
- Minerals Council of Australia
- Africa Commodities Group - South Africa
- Makarim & Taira - Indonesia
- Bukit Makmur.PT - Indonesia
- McConnell Dowell - Australia
- Energy Development Corp, Philippines
- Global Green Power PLC Corporation, Philippines
- Kepco SPC Power Corporation, Philippines
- Simpson Spence & Young - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Bukit Asam (Persero) Tbk - Indonesia
- Tata Chemicals Ltd - India
- Bharathi Cement Corporation - India
- Mercator Lines Limited - India
- Medco Energi Mining Internasional
- San Jose City I Power Corp, Philippines
- VISA Power Limited - India
- Georgia Ports Authority, United States
- Bhatia International Limited - India
- Star Paper Mills Limited - India
- Indian Energy Exchange, India
- Attock Cement Pakistan Limited
- Sree Jayajothi Cements Limited - India
- Lanco Infratech Ltd - India
- Indika Energy - Indonesia
- Mjunction Services Limited - India
- Orica Australia Pty. Ltd.
- Independent Power Producers Association of India
- Savvy Resources Ltd - HongKong
- Sakthi Sugars Limited - India
- The University of Queensland
- Bangladesh Power Developement Board
- Aditya Birla Group - India
- Merrill Lynch Commodities Europe
- Bahari Cakrawala Sebuku - Indonesia
- Port Waratah Coal Services - Australia
- Bulk Trading Sa - Switzerland
- Gujarat Sidhee Cement - India
- Malabar Cements Ltd - India
- Formosa Plastics Group - Taiwan
- Sindya Power Generating Company Private Ltd
- Rio Tinto Coal - Australia
- Global Coal Blending Company Limited - Australia
- Petron Corporation, Philippines
- Power Finance Corporation Ltd., India
- Mintek Dendrill Indonesia
- Metalloyd Limited - United Kingdom
- Kartika Selabumi Mining - Indonesia
- Altura Mining Limited, Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- India Bulls Power Limited - India
- Wood Mackenzie - Singapore
- Heidelberg Cement - Germany
- White Energy Company Limited
- Central Electricity Authority - India
- LBH Netherlands Bv - Netherlands
- Coalindo Energy - Indonesia
- GAC Shipping (India) Pvt Ltd
- Bank of Tokyo Mitsubishi UFJ Ltd
- Billiton Holdings Pty Ltd - Australia
- Straits Asia Resources Limited - Singapore
- Oldendorff Carriers - Singapore
- PTC India Limited - India
- Toyota Tsusho Corporation, Japan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Rashtriya Ispat Nigam Limited - India
- Manunggal Multi Energi - Indonesia
- Binh Thuan Hamico - Vietnam
- Kideco Jaya Agung - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Tamil Nadu electricity Board
- Indonesian Coal Mining Association
- Madhucon Powers Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Jindal Steel & Power Ltd - India
- Chamber of Mines of South Africa
- Cement Manufacturers Association - India
- PetroVietnam Power Coal Import and Supply Company
- Posco Energy - South Korea
- Singapore Mercantile Exchange
- Maharashtra Electricity Regulatory Commission - India
- Kapuas Tunggal Persada - Indonesia
- Sojitz Corporation - Japan
- Anglo American - United Kingdom
- The Treasury - Australian Government
- GN Power Mariveles Coal Plant, Philippines
- Eastern Energy - Thailand
- Vedanta Resources Plc - India
- Jorong Barutama Greston.PT - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Salva Resources Pvt Ltd - India
- ASAPP Information Group - India
- Barasentosa Lestari - Indonesia
- Ministry of Transport, Egypt
- Parliament of New Zealand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- Deloitte Consulting - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Karaikal Port Pvt Ltd - India
- Planning Commission, India
- Trasteel International SA, Italy
- Gujarat Mineral Development Corp Ltd - India
- Wilmar Investment Holdings
- OPG Power Generation Pvt Ltd - India
- Marubeni Corporation - India
- New Zealand Coal & Carbon
- Iligan Light & Power Inc, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- CIMB Investment Bank - Malaysia
- Krishnapatnam Port Company Ltd. - India
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