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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, 12 September 17
KOMIPO TO IMPORT 2.5 MILLION TONS OF 5700 NAR COAL FOR 5 YEARS
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued an another new tender for total 500,000 Metric Tons of Bituminous ...
Monday, 11 September 17
A PUNCHY WEEK FOR THE BIG SHIPS AS THE RATE FOR WEST AUSTRALIA TO CHINA HIT $8.00 THE FIRST TIME IN NEARLY THREE YEARS - BALTIC EXCHANGE
Capesize
A punchy week for the big ships as the rate for West Australia/China hit $8.00 the first time in nearly three years. A Jiangsu Steamship ...
Monday, 11 September 17
INDONESIAN ICPR SURGES HIGHER, POSTS BIGGEST MONTHLY RISE SINCE DECEMBER 2016, ESDM DATA SHOWS
COALspot.com: Indonesian coal benchmark price surges 9.60% in September, government data showed.
The benchmark price of Indonesian th ...
Monday, 11 September 17
KOMIPO INVITED BIDS FOR TOTAL 6.235 MMT OF 5700 AND 5100 NAR COAL FOR 2017 TO 2022 LOADING
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued an another new tender for total 1,590,000 Metric Tons of Bitumino ...
Monday, 11 September 17
THE FREIGHT MARKET ROSE WEEK OVER WEEK; BCI UP 22.22% & BPI UP 14.77%
COALspot.com: The freight market rose in all segments week over week. Mainly Cape and Panamax have supported to pushed up BDI this past week, BDI, ...
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Showing 1946 to 1950 news of total 6871 |
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- AsiaOL BioFuels Corp., Philippines
- Goldman Sachs - Singapore
- Formosa Plastics Group - Taiwan
- Uttam Galva Steels Limited - India
- Petron Corporation, Philippines
- Electricity Generating Authority of Thailand
- Commonwealth Bank - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ministry of Mines - Canada
- Indian Energy Exchange, India
- Borneo Indobara - Indonesia
- Dalmia Cement Bharat India
- Krishnapatnam Port Company Ltd. - India
- International Coal Ventures Pvt Ltd - India
- Minerals Council of Australia
- New Zealand Coal & Carbon
- Vijayanagar Sugar Pvt Ltd - India
- Electricity Authority, New Zealand
- Coal and Oil Company - UAE
- Mercuria Energy - Indonesia
- Ministry of Transport, Egypt
- Timah Investasi Mineral - Indoneisa
- Heidelberg Cement - Germany
- Siam City Cement - Thailand
- LBH Netherlands Bv - Netherlands
- Indian Oil Corporation Limited
- Therma Luzon, Inc, Philippines
- Salva Resources Pvt Ltd - India
- Latin American Coal - Colombia
- Directorate General of MIneral and Coal - Indonesia
- Aboitiz Power Corporation - Philippines
- Altura Mining Limited, Indonesia
- Bayan Resources Tbk. - Indonesia
- Global Coal Blending Company Limited - Australia
- Gujarat Sidhee Cement - India
- OPG Power Generation Pvt Ltd - India
- Standard Chartered Bank - UAE
- PTC India Limited - India
- GVK Power & Infra Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Malabar Cements Ltd - India
- Indonesian Coal Mining Association
- Eastern Energy - Thailand
- Deloitte Consulting - India
- Gujarat Electricity Regulatory Commission - India
- GAC Shipping (India) Pvt Ltd
- Sical Logistics Limited - India
- Cement Manufacturers Association - India
- San Jose City I Power Corp, Philippines
- Sojitz Corporation - Japan
- Central Java Power - Indonesia
- Chamber of Mines of South Africa
- Chettinad Cement Corporation Ltd - India
- Makarim & Taira - Indonesia
- Indika Energy - Indonesia
- The State Trading Corporation of India Ltd
- Romanian Commodities Exchange
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Star Paper Mills Limited - India
- European Bulk Services B.V. - Netherlands
- Asmin Koalindo Tuhup - Indonesia
- Central Electricity Authority - India
- CIMB Investment Bank - Malaysia
- Edison Trading Spa - Italy
- Meenaskhi Energy Private Limited - India
- ICICI Bank Limited - India
- Antam Resourcindo - Indonesia
- PowerSource Philippines DevCo
- South Luzon Thermal Energy Corporation
- Billiton Holdings Pty Ltd - Australia
- Bulk Trading Sa - Switzerland
- Bhushan Steel Limited - India
- Parliament of New Zealand
- MS Steel International - UAE
- Meralco Power Generation, Philippines
- Global Business Power Corporation, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Jaiprakash Power Ventures ltd
- Power Finance Corporation Ltd., India
- The University of Queensland
- Sinarmas Energy and Mining - Indonesia
- Kumho Petrochemical, South Korea
- Energy Development Corp, Philippines
- Ind-Barath Power Infra Limited - India
- The Treasury - Australian Government
- Independent Power Producers Association of India
- GMR Energy Limited - India
- Parry Sugars Refinery, India
- Oldendorff Carriers - Singapore
- Ministry of Finance - Indonesia
- London Commodity Brokers - England
- Karbindo Abesyapradhi - Indoneisa
- Kaltim Prima Coal - Indonesia
- Iligan Light & Power Inc, Philippines
- Marubeni Corporation - India
- Aditya Birla Group - India
- Jindal Steel & Power Ltd - India
- Coastal Gujarat Power Limited - India
- Singapore Mercantile Exchange
- TeaM Sual Corporation - Philippines
- Price Waterhouse Coopers - Russia
- Mintek Dendrill Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Vedanta Resources Plc - India
- Energy Link Ltd, New Zealand
- Metalloyd Limited - United Kingdom
- Semirara Mining and Power Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Mjunction Services Limited - India
- Rio Tinto Coal - Australia
- Georgia Ports Authority, United States
- Globalindo Alam Lestari - Indonesia
- Banpu Public Company Limited - Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Holcim Trading Pte Ltd - Singapore
- Orica Mining Services - Indonesia
- Wilmar Investment Holdings
- Siam City Cement PLC, Thailand
- Barasentosa Lestari - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Tata Chemicals Ltd - India
- Interocean Group of Companies - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Leighton Contractors Pty Ltd - Australia
- Kobexindo Tractors - Indoneisa
- Sarangani Energy Corporation, Philippines
- Global Green Power PLC Corporation, Philippines
- Carbofer General Trading SA - India
- Binh Thuan Hamico - Vietnam
- Merrill Lynch Commodities Europe
- Toyota Tsusho Corporation, Japan
- Miang Besar Coal Terminal - Indonesia
- Sakthi Sugars Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- SMC Global Power, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Intertek Mineral Services - Indonesia
- SMG Consultants - Indonesia
- IHS Mccloskey Coal Group - USA
- White Energy Company Limited
- Directorate Of Revenue Intelligence - India
- Simpson Spence & Young - Indonesia
- Karaikal Port Pvt Ltd - India
- Anglo American - United Kingdom
- Bukit Makmur.PT - Indonesia
- Pendopo Energi Batubara - Indonesia
- Straits Asia Resources Limited - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Madhucon Powers Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Larsen & Toubro Limited - India
- McConnell Dowell - Australia
- Manunggal Multi Energi - Indonesia
- Vizag Seaport Private Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Jorong Barutama Greston.PT - Indonesia
- Thai Mozambique Logistica
- Semirara Mining Corp, Philippines
- VISA Power Limited - India
- Sree Jayajothi Cements Limited - India
- GN Power Mariveles Coal Plant, Philippines
- ASAPP Information Group - India
- Orica Australia Pty. Ltd.
- Lanco Infratech Ltd - India
- PNOC Exploration Corporation - Philippines
- Grasim Industreis Ltd - India
- Renaissance Capital - South Africa
- Trasteel International SA, Italy
- Asia Pacific Energy Resources Ventures Inc, Philippines
- CNBM International Corporation - China
- Africa Commodities Group - South Africa
- Bhoruka Overseas - Indonesia
- Alfred C Toepfer International GmbH - Germany
- India Bulls Power Limited - India
- Bangladesh Power Developement Board
- Bukit Asam (Persero) Tbk - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Wood Mackenzie - Singapore
- Economic Council, Georgia
- Agrawal Coal Company - India
- Kepco SPC Power Corporation, Philippines
- Australian Commodity Traders Exchange
- Essar Steel Hazira Ltd - India
- Eastern Coal Council - USA
- Posco Energy - South Korea
- Ambuja Cements Ltd - India
- Kideco Jaya Agung - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Medco Energi Mining Internasional
- Neyveli Lignite Corporation Ltd, - India
- Xindia Steels Limited - India
- Attock Cement Pakistan Limited
- Kartika Selabumi Mining - Indonesia
- Bhatia International Limited - India
- Port Waratah Coal Services - Australia
- IEA Clean Coal Centre - UK
- Kapuas Tunggal Persada - Indonesia
- Coalindo Energy - Indonesia
- Baramulti Group, Indonesia
- Tamil Nadu electricity Board
- Bukit Baiduri Energy - Indonesia
- Thiess Contractors Indonesia
- Planning Commission, India
- Bharathi Cement Corporation - India
- Mercator Lines Limited - India
- Riau Bara Harum - Indonesia
- Indogreen Group - Indonesia
- Indo Tambangraya Megah - Indonesia
- Maheswari Brothers Coal Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Cigading International Bulk Terminal - Indonesia
- Samtan Co., Ltd - South Korea
- Sindya Power Generating Company Private Ltd
- Australian Coal Association
- Videocon Industries ltd - India
- Savvy Resources Ltd - HongKong
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