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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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Thursday, 28 September 17
CHINESE GOVERNMENT TO CANCEL DOMESTIC IRON ORE MINING RIGHTS - JEFFREY LANDSBERG
It has been reported that China will cancel roughly one third of its iron ore mining licenses, says Commodore Research & Consultancy in its lat ...
Tuesday, 26 September 17
REDUCING THE RISK OF LIQUEFACTION - IUMI
KNOWLEDGE TO ELEVATE
Liquefaction is a phenomenon that can take place in granular materials, such as soil or fine ore, where the beh ...
Tuesday, 26 September 17
THE CURRENT HIGHS IN THE DRY BULK FREIGHT MARKET WILL SURELY BE SURPASSED AND BY A CONSIDERABLE MARGIN IN THE NEXT YEAR OR SO - GEORGE LAZARIDIS
The Dry Bulk market con!nues to show a strong face amidst the favorable tail winds being seen, which have helped the Bal!c Dry Index inch above the ...
Monday, 25 September 17
CHOICES FOR SHIPPING AS 2020 APPROACHES? - CLARKSONS
Historically, the fuel of choice for the vast majority of large cargo ships has been heavy fuel oil. But in 2020, sulphur oxide emissions will be c ...
Monday, 25 September 17
THE FREIGHT MARKET ROSE IN ALL SEGMENTS EXCEPT PANAMAX WEEK OVER WEEK
COALspot.com: The freight market rose in all segments except Panamax week over week. Mainly Cape has supported to boosted up BDI this past week, BD ...
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Showing 1931 to 1935 news of total 6871 |
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- Uttam Galva Steels Limited - India
- Energy Link Ltd, New Zealand
- Ministry of Transport, Egypt
- Kapuas Tunggal Persada - Indonesia
- Sakthi Sugars Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indian Energy Exchange, India
- Leighton Contractors Pty Ltd - Australia
- Bayan Resources Tbk. - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Australian Commodity Traders Exchange
- Singapore Mercantile Exchange
- Iligan Light & Power Inc, Philippines
- SMC Global Power, Philippines
- The University of Queensland
- Makarim & Taira - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Minerals Council of Australia
- Metalloyd Limited - United Kingdom
- SMG Consultants - Indonesia
- Aboitiz Power Corporation - Philippines
- Sindya Power Generating Company Private Ltd
- The State Trading Corporation of India Ltd
- Semirara Mining Corp, Philippines
- VISA Power Limited - India
- Aditya Birla Group - India
- Sical Logistics Limited - India
- Gujarat Sidhee Cement - India
- Gujarat Mineral Development Corp Ltd - India
- Timah Investasi Mineral - Indoneisa
- Deloitte Consulting - India
- Alfred C Toepfer International GmbH - Germany
- The Treasury - Australian Government
- TNB Fuel Sdn Bhd - Malaysia
- OPG Power Generation Pvt Ltd - India
- Ministry of Mines - Canada
- Electricity Authority, New Zealand
- Grasim Industreis Ltd - India
- Rio Tinto Coal - Australia
- Bhoruka Overseas - Indonesia
- Therma Luzon, Inc, Philippines
- Cement Manufacturers Association - India
- Kohat Cement Company Ltd. - Pakistan
- Essar Steel Hazira Ltd - India
- Mintek Dendrill Indonesia
- Medco Energi Mining Internasional
- Ind-Barath Power Infra Limited - India
- European Bulk Services B.V. - Netherlands
- Jorong Barutama Greston.PT - Indonesia
- Straits Asia Resources Limited - Singapore
- CNBM International Corporation - China
- LBH Netherlands Bv - Netherlands
- Karbindo Abesyapradhi - Indoneisa
- Kideco Jaya Agung - Indonesia
- Samtan Co., Ltd - South Korea
- Karaikal Port Pvt Ltd - India
- Bangladesh Power Developement Board
- Coastal Gujarat Power Limited - India
- Kobexindo Tractors - Indoneisa
- Commonwealth Bank - Australia
- Ambuja Cements Ltd - India
- Australian Coal Association
- Agrawal Coal Company - India
- Mercator Lines Limited - India
- Malabar Cements Ltd - India
- Chettinad Cement Corporation Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Indian Oil Corporation Limited
- Carbofer General Trading SA - India
- GMR Energy Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Chamber of Mines of South Africa
- Larsen & Toubro Limited - India
- PTC India Limited - India
- Trasteel International SA, Italy
- Wood Mackenzie - Singapore
- Ministry of Finance - Indonesia
- Kepco SPC Power Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- Savvy Resources Ltd - HongKong
- Kumho Petrochemical, South Korea
- Altura Mining Limited, Indonesia
- Toyota Tsusho Corporation, Japan
- Independent Power Producers Association of India
- Indika Energy - Indonesia
- Renaissance Capital - South Africa
- Krishnapatnam Port Company Ltd. - India
- Asmin Koalindo Tuhup - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Tata Chemicals Ltd - India
- Intertek Mineral Services - Indonesia
- Coal and Oil Company - UAE
- Siam City Cement PLC, Thailand
- Parry Sugars Refinery, India
- Thiess Contractors Indonesia
- Simpson Spence & Young - Indonesia
- Tamil Nadu electricity Board
- Attock Cement Pakistan Limited
- Directorate Of Revenue Intelligence - India
- Central Electricity Authority - India
- Marubeni Corporation - India
- London Commodity Brokers - England
- Jindal Steel & Power Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Thai Mozambique Logistica
- New Zealand Coal & Carbon
- Port Waratah Coal Services - Australia
- Interocean Group of Companies - India
- Goldman Sachs - Singapore
- Lanco Infratech Ltd - India
- International Coal Ventures Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Miang Besar Coal Terminal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Bukit Baiduri Energy - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bukit Makmur.PT - Indonesia
- Petron Corporation, Philippines
- Heidelberg Cement - Germany
- Videocon Industries ltd - India
- Gujarat Electricity Regulatory Commission - India
- Standard Chartered Bank - UAE
- Central Java Power - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Oldendorff Carriers - Singapore
- Bhatia International Limited - India
- Wilmar Investment Holdings
- Global Green Power PLC Corporation, Philippines
- CIMB Investment Bank - Malaysia
- SN Aboitiz Power Inc, Philippines
- Rashtriya Ispat Nigam Limited - India
- Global Business Power Corporation, Philippines
- Merrill Lynch Commodities Europe
- TeaM Sual Corporation - Philippines
- Meralco Power Generation, Philippines
- Siam City Cement - Thailand
- Power Finance Corporation Ltd., India
- Maheswari Brothers Coal Limited - India
- GAC Shipping (India) Pvt Ltd
- Meenaskhi Energy Private Limited - India
- Edison Trading Spa - Italy
- Offshore Bulk Terminal Pte Ltd, Singapore
- Riau Bara Harum - Indonesia
- PowerSource Philippines DevCo
- Directorate General of MIneral and Coal - Indonesia
- Manunggal Multi Energi - Indonesia
- Africa Commodities Group - South Africa
- India Bulls Power Limited - India
- IEA Clean Coal Centre - UK
- Eastern Energy - Thailand
- Salva Resources Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- GVK Power & Infra Limited - India
- Indo Tambangraya Megah - Indonesia
- Sree Jayajothi Cements Limited - India
- Globalindo Alam Lestari - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Binh Thuan Hamico - Vietnam
- San Jose City I Power Corp, Philippines
- Coalindo Energy - Indonesia
- Romanian Commodities Exchange
- Billiton Holdings Pty Ltd - Australia
- IHS Mccloskey Coal Group - USA
- Vizag Seaport Private Limited - India
- Price Waterhouse Coopers - Russia
- White Energy Company Limited
- Pendopo Energi Batubara - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Mjunction Services Limited - India
- Bulk Trading Sa - Switzerland
- Madhucon Powers Ltd - India
- Indogreen Group - Indonesia
- Xindia Steels Limited - India
- Indonesian Coal Mining Association
- Dalmia Cement Bharat India
- ASAPP Information Group - India
- PetroVietnam Power Coal Import and Supply Company
- Orica Australia Pty. Ltd.
- Posco Energy - South Korea
- South Luzon Thermal Energy Corporation
- Banpu Public Company Limited - Thailand
- McConnell Dowell - Australia
- Latin American Coal - Colombia
- Antam Resourcindo - Indonesia
- Planning Commission, India
- Sinarmas Energy and Mining - Indonesia
- Economic Council, Georgia
- Parliament of New Zealand
- ICICI Bank Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Baramulti Group, Indonesia
- Orica Mining Services - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Borneo Indobara - Indonesia
- Anglo American - United Kingdom
- Mercuria Energy - Indonesia
- Vedanta Resources Plc - India
- Bhushan Steel Limited - India
- Georgia Ports Authority, United States
- Barasentosa Lestari - Indonesia
- Formosa Plastics Group - Taiwan
- Ceylon Electricity Board - Sri Lanka
- Kaltim Prima Coal - Indonesia
- PNOC Exploration Corporation - Philippines
- Electricity Generating Authority of Thailand
- Sojitz Corporation - Japan
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Energy Development Corp, Philippines
- Bharathi Cement Corporation - India
- MS Steel International - UAE
- Star Paper Mills Limited - India
- Eastern Coal Council - USA
- Jaiprakash Power Ventures ltd
- Sarangani Energy Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
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