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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, 25 September 17
U.S WEEKLY COAL OUTPUT DROPS FOR THE FOURTH WEEK IN A ROW, EIA DATA SHOWS
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 15.5 million short ton ...
Wednesday, 20 September 17
SHIPPING MARKET INSIGHT - INTERMODAL
An undoubtedly interesting market lately is the newbuilding market, in which we are witnessing numerous orders across all sectors and sizes. At the ...
Monday, 18 September 17
COAL PRICES WERE RELATIVELY UNCHANGED WEEK OVER WEEK - ANZ
COALspot.com: Coal prices were relatively unchanged, with most interest remaining in the thermal coal market said Daniel Hynes. However, falling st ...
Monday, 18 September 17
PROSPECTS ARE NOT SO CLEAR CUT FOR COAL - CLARKSONS
Prospects are not so clear-cut for coal. According to Clarksons, coal has been a key energy source since the Industrial Revolution and in 2016, ste ...
Friday, 15 September 17
U.S WEEKLY COAL OUTPUT DROPS FOR THE THIRD WEEK IN A ROW, EIA DATA SHOWS
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 15.7 million short ton ...
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Showing 1936 to 1940 news of total 6871 |
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- GN Power Mariveles Coal Plant, Philippines
- Bhatia International Limited - India
- Trasteel International SA, Italy
- Bulk Trading Sa - Switzerland
- Madhucon Powers Ltd - India
- Simpson Spence & Young - Indonesia
- International Coal Ventures Pvt Ltd - India
- Rio Tinto Coal - Australia
- LBH Netherlands Bv - Netherlands
- Rashtriya Ispat Nigam Limited - India
- Africa Commodities Group - South Africa
- Riau Bara Harum - Indonesia
- Binh Thuan Hamico - Vietnam
- Romanian Commodities Exchange
- Bank of Tokyo Mitsubishi UFJ Ltd
- Vijayanagar Sugar Pvt Ltd - India
- Mercuria Energy - Indonesia
- Malabar Cements Ltd - India
- Aditya Birla Group - India
- Orica Mining Services - Indonesia
- Borneo Indobara - Indonesia
- TeaM Sual Corporation - Philippines
- Kideco Jaya Agung - Indonesia
- Posco Energy - South Korea
- Alfred C Toepfer International GmbH - Germany
- Anglo American - United Kingdom
- Global Green Power PLC Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Tata Chemicals Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Parry Sugars Refinery, India
- Singapore Mercantile Exchange
- Sical Logistics Limited - India
- Videocon Industries ltd - India
- Xindia Steels Limited - India
- Power Finance Corporation Ltd., India
- Interocean Group of Companies - India
- Pendopo Energi Batubara - Indonesia
- Iligan Light & Power Inc, Philippines
- Global Business Power Corporation, Philippines
- McConnell Dowell - Australia
- Gujarat Mineral Development Corp Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Bharathi Cement Corporation - India
- Mercator Lines Limited - India
- SN Aboitiz Power Inc, Philippines
- Straits Asia Resources Limited - Singapore
- Indian Oil Corporation Limited
- Aboitiz Power Corporation - Philippines
- Intertek Mineral Services - Indonesia
- Indo Tambangraya Megah - Indonesia
- Therma Luzon, Inc, Philippines
- Edison Trading Spa - Italy
- Indogreen Group - Indonesia
- Star Paper Mills Limited - India
- PTC India Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Makarim & Taira - Indonesia
- Eastern Energy - Thailand
- Siam City Cement PLC, Thailand
- IEA Clean Coal Centre - UK
- Central Java Power - Indonesia
- Karaikal Port Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Port Waratah Coal Services - Australia
- Bayan Resources Tbk. - Indonesia
- European Bulk Services B.V. - Netherlands
- Orica Australia Pty. Ltd.
- Kepco SPC Power Corporation, Philippines
- Antam Resourcindo - Indonesia
- PNOC Exploration Corporation - Philippines
- Chettinad Cement Corporation Ltd - India
- Parliament of New Zealand
- Leighton Contractors Pty Ltd - Australia
- Manunggal Multi Energi - Indonesia
- CIMB Investment Bank - Malaysia
- Wood Mackenzie - Singapore
- Electricity Generating Authority of Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Heidelberg Cement - Germany
- Lanco Infratech Ltd - India
- Ind-Barath Power Infra Limited - India
- Toyota Tsusho Corporation, Japan
- ASAPP Information Group - India
- Goldman Sachs - Singapore
- Semirara Mining and Power Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Attock Cement Pakistan Limited
- Kapuas Tunggal Persada - Indonesia
- Krishnapatnam Port Company Ltd. - India
- India Bulls Power Limited - India
- Kobexindo Tractors - Indoneisa
- Price Waterhouse Coopers - Russia
- Jorong Barutama Greston.PT - Indonesia
- Independent Power Producers Association of India
- Billiton Holdings Pty Ltd - Australia
- Savvy Resources Ltd - HongKong
- Sarangani Energy Corporation, Philippines
- The State Trading Corporation of India Ltd
- GVK Power & Infra Limited - India
- Bangladesh Power Developement Board
- Directorate Of Revenue Intelligence - India
- Petron Corporation, Philippines
- Electricity Authority, New Zealand
- London Commodity Brokers - England
- Holcim Trading Pte Ltd - Singapore
- Indian Energy Exchange, India
- Wilmar Investment Holdings
- IHS Mccloskey Coal Group - USA
- Energy Development Corp, Philippines
- ICICI Bank Limited - India
- Commonwealth Bank - Australia
- Kalimantan Lumbung Energi - Indonesia
- Salva Resources Pvt Ltd - India
- Ministry of Transport, Egypt
- Formosa Plastics Group - Taiwan
- Siam City Cement - Thailand
- Mjunction Services Limited - India
- Banpu Public Company Limited - Thailand
- Semirara Mining Corp, Philippines
- Sree Jayajothi Cements Limited - India
- Coastal Gujarat Power Limited - India
- Kaltim Prima Coal - Indonesia
- CNBM International Corporation - China
- Maharashtra Electricity Regulatory Commission - India
- Mintek Dendrill Indonesia
- Bhoruka Overseas - Indonesia
- Barasentosa Lestari - Indonesia
- The Treasury - Australian Government
- Australian Coal Association
- Jindal Steel & Power Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Deloitte Consulting - India
- PetroVietnam Power Coal Import and Supply Company
- Larsen & Toubro Limited - India
- Economic Council, Georgia
- Asmin Koalindo Tuhup - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Grasim Industreis Ltd - India
- Metalloyd Limited - United Kingdom
- AsiaOL BioFuels Corp., Philippines
- Globalindo Alam Lestari - Indonesia
- Coal and Oil Company - UAE
- Indonesian Coal Mining Association
- SMC Global Power, Philippines
- MS Steel International - UAE
- Ministry of Finance - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Energy Link Ltd, New Zealand
- Oldendorff Carriers - Singapore
- Thai Mozambique Logistica
- Marubeni Corporation - India
- GMR Energy Limited - India
- Renaissance Capital - South Africa
- Kohat Cement Company Ltd. - Pakistan
- Kartika Selabumi Mining - Indonesia
- Baramulti Group, Indonesia
- Bukit Baiduri Energy - Indonesia
- Cement Manufacturers Association - India
- Samtan Co., Ltd - South Korea
- Vizag Seaport Private Limited - India
- Dalmia Cement Bharat India
- Ambuja Cements Ltd - India
- Jaiprakash Power Ventures ltd
- SMG Consultants - Indonesia
- Carbofer General Trading SA - India
- Minerals Council of Australia
- Sakthi Sugars Limited - India
- Sinarmas Energy and Mining - Indonesia
- Bhushan Steel Limited - India
- Gujarat Electricity Regulatory Commission - India
- Gujarat Sidhee Cement - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Tamil Nadu electricity Board
- Uttam Galva Steels Limited - India
- The University of Queensland
- Merrill Lynch Commodities Europe
- Kumho Petrochemical, South Korea
- Essar Steel Hazira Ltd - India
- VISA Power Limited - India
- Bukit Makmur.PT - Indonesia
- White Energy Company Limited
- New Zealand Coal & Carbon
- Neyveli Lignite Corporation Ltd, - India
- South Luzon Thermal Energy Corporation
- Indika Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Meenaskhi Energy Private Limited - India
- Georgia Ports Authority, United States
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sojitz Corporation - Japan
- Thiess Contractors Indonesia
- OPG Power Generation Pvt Ltd - India
- Planning Commission, India
- Meralco Power Generation, Philippines
- Ministry of Mines - Canada
- Miang Besar Coal Terminal - Indonesia
- Vedanta Resources Plc - India
- Medco Energi Mining Internasional
- Ceylon Electricity Board - Sri Lanka
- GAC Shipping (India) Pvt Ltd
- Chamber of Mines of South Africa
- Global Coal Blending Company Limited - Australia
- Sindya Power Generating Company Private Ltd
- Latin American Coal - Colombia
- Standard Chartered Bank - UAE
- Australian Commodity Traders Exchange
- Pipit Mutiara Jaya. PT, Indonesia
- Eastern Coal Council - USA
- Coalindo Energy - Indonesia
- Altura Mining Limited, Indonesia
- Agrawal Coal Company - India
- Central Electricity Authority - India
- PowerSource Philippines DevCo
- San Jose City I Power Corp, Philippines
- Maheswari Brothers Coal Limited - India
- Petrochimia International Co. Ltd.- Taiwan
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