We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Tuesday, 05 September 17
COAL: A STRONG MOVEMENT IN THE COAL MARKET OVER THE SUMMER MONTHS - GEORGE LAZARIDIS
We have been witnessing a strong movement in the coal market over the summer months something that has not only helped boost prices for the commodi ...
Friday, 01 September 17
U.S COAL OUTPUT DIPS WEEK OVER WEEK, SAYS EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16.7 million short ton ...
Thursday, 31 August 17
SUPRAMAX: INDO TO CHINA COAL TRIPS AT AROUND $9000, DELIVERY THAILAND - FEARNLEYS
Supramax
A bit slow start to the week with UK holidays on Monday. Still strong rates for cargoes out of Black Sea, where front hauls where done $ ...
Tuesday, 29 August 17
WEEKLY SHIPPING MARKET ANALYSIS - ALLIED
In the aftermath of Hurricane Harvey, one of the worst disasters to hit Texas, we are now looking to get a clearer picture of the possible disrupti ...
Tuesday, 29 August 17
U.S WEEKLY COAL OUT UP 3.4% WEEK OVER WEEK TO APPROX. 17 MMST, SAYS EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 17 million short tonne ...
|
|
|
Showing 1956 to 1960 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Tamil Nadu electricity Board
- Meenaskhi Energy Private Limited - India
- Makarim & Taira - Indonesia
- Madhucon Powers Ltd - India
- Borneo Indobara - Indonesia
- GVK Power & Infra Limited - India
- Singapore Mercantile Exchange
- Karaikal Port Pvt Ltd - India
- Ambuja Cements Ltd - India
- Anglo American - United Kingdom
- Australian Coal Association
- Binh Thuan Hamico - Vietnam
- Timah Investasi Mineral - Indoneisa
- Malabar Cements Ltd - India
- PowerSource Philippines DevCo
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Marubeni Corporation - India
- Ind-Barath Power Infra Limited - India
- Jaiprakash Power Ventures ltd
- Cigading International Bulk Terminal - Indonesia
- Wood Mackenzie - Singapore
- Australian Commodity Traders Exchange
- Thai Mozambique Logistica
- Dalmia Cement Bharat India
- Bahari Cakrawala Sebuku - Indonesia
- Siam City Cement - Thailand
- Electricity Generating Authority of Thailand
- Metalloyd Limited - United Kingdom
- Karbindo Abesyapradhi - Indoneisa
- Star Paper Mills Limited - India
- Parliament of New Zealand
- Mercuria Energy - Indonesia
- European Bulk Services B.V. - Netherlands
- Globalindo Alam Lestari - Indonesia
- Kideco Jaya Agung - Indonesia
- Antam Resourcindo - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Ministry of Transport, Egypt
- Coal and Oil Company - UAE
- MS Steel International - UAE
- Mjunction Services Limited - India
- Central Electricity Authority - India
- Simpson Spence & Young - Indonesia
- Coalindo Energy - Indonesia
- Price Waterhouse Coopers - Russia
- Banpu Public Company Limited - Thailand
- Siam City Cement PLC, Thailand
- Global Coal Blending Company Limited - Australia
- ICICI Bank Limited - India
- Indonesian Coal Mining Association
- GAC Shipping (India) Pvt Ltd
- Sojitz Corporation - Japan
- Merrill Lynch Commodities Europe
- Bangladesh Power Developement Board
- Eastern Energy - Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- White Energy Company Limited
- Independent Power Producers Association of India
- Gujarat Mineral Development Corp Ltd - India
- Videocon Industries ltd - India
- SN Aboitiz Power Inc, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Georgia Ports Authority, United States
- Bulk Trading Sa - Switzerland
- Bukit Baiduri Energy - Indonesia
- Sarangani Energy Corporation, Philippines
- Commonwealth Bank - Australia
- Xindia Steels Limited - India
- Sakthi Sugars Limited - India
- Semirara Mining and Power Corporation, Philippines
- Minerals Council of Australia
- CIMB Investment Bank - Malaysia
- Samtan Co., Ltd - South Korea
- Salva Resources Pvt Ltd - India
- Orica Australia Pty. Ltd.
- Leighton Contractors Pty Ltd - Australia
- ASAPP Information Group - India
- Pendopo Energi Batubara - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- New Zealand Coal & Carbon
- Kaltim Prima Coal - Indonesia
- Port Waratah Coal Services - Australia
- GN Power Mariveles Coal Plant, Philippines
- Electricity Authority, New Zealand
- Trasteel International SA, Italy
- Indogreen Group - Indonesia
- Therma Luzon, Inc, Philippines
- Central Java Power - Indonesia
- Posco Energy - South Korea
- LBH Netherlands Bv - Netherlands
- Bukit Asam (Persero) Tbk - Indonesia
- Ministry of Mines - Canada
- Toyota Tsusho Corporation, Japan
- The State Trading Corporation of India Ltd
- Kalimantan Lumbung Energi - Indonesia
- Attock Cement Pakistan Limited
- Billiton Holdings Pty Ltd - Australia
- The University of Queensland
- Oldendorff Carriers - Singapore
- Alfred C Toepfer International GmbH - Germany
- Meralco Power Generation, Philippines
- IHS Mccloskey Coal Group - USA
- Global Green Power PLC Corporation, Philippines
- Coastal Gujarat Power Limited - India
- Indika Energy - Indonesia
- Eastern Coal Council - USA
- Sical Logistics Limited - India
- Altura Mining Limited, Indonesia
- Holcim Trading Pte Ltd - Singapore
- Agrawal Coal Company - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Planning Commission, India
- Savvy Resources Ltd - HongKong
- Indo Tambangraya Megah - Indonesia
- Africa Commodities Group - South Africa
- Wilmar Investment Holdings
- Manunggal Multi Energi - Indonesia
- CNBM International Corporation - China
- South Luzon Thermal Energy Corporation
- Grasim Industreis Ltd - India
- Bayan Resources Tbk. - Indonesia
- Semirara Mining Corp, Philippines
- Indian Oil Corporation Limited
- SMG Consultants - Indonesia
- Standard Chartered Bank - UAE
- Chamber of Mines of South Africa
- Intertek Mineral Services - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Maharashtra Electricity Regulatory Commission - India
- London Commodity Brokers - England
- Kartika Selabumi Mining - Indonesia
- Parry Sugars Refinery, India
- Jindal Steel & Power Ltd - India
- Iligan Light & Power Inc, Philippines
- AsiaOL BioFuels Corp., Philippines
- Latin American Coal - Colombia
- Kapuas Tunggal Persada - Indonesia
- Carbofer General Trading SA - India
- Medco Energi Mining Internasional
- Bukit Makmur.PT - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Global Business Power Corporation, Philippines
- Petron Corporation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Chettinad Cement Corporation Ltd - India
- Kumho Petrochemical, South Korea
- The Treasury - Australian Government
- Essar Steel Hazira Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Bharathi Cement Corporation - India
- Aditya Birla Group - India
- Rashtriya Ispat Nigam Limited - India
- Romanian Commodities Exchange
- Energy Development Corp, Philippines
- Gujarat Sidhee Cement - India
- Kobexindo Tractors - Indoneisa
- Uttam Galva Steels Limited - India
- Lanco Infratech Ltd - India
- VISA Power Limited - India
- Sree Jayajothi Cements Limited - India
- Bhushan Steel Limited - India
- Krishnapatnam Port Company Ltd. - India
- Aboitiz Power Corporation - Philippines
- OPG Power Generation Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Cement Manufacturers Association - India
- Rio Tinto Coal - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- TeaM Sual Corporation - Philippines
- Directorate Of Revenue Intelligence - India
- Bhatia International Limited - India
- Mercator Lines Limited - India
- San Jose City I Power Corp, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Bhoruka Overseas - Indonesia
- Indian Energy Exchange, India
- Tata Chemicals Ltd - India
- Goldman Sachs - Singapore
- Barasentosa Lestari - Indonesia
- IEA Clean Coal Centre - UK
- Edison Trading Spa - Italy
- Baramulti Group, Indonesia
- Sinarmas Energy and Mining - Indonesia
- Vizag Seaport Private Limited - India
- Deloitte Consulting - India
- Energy Link Ltd, New Zealand
- GMR Energy Limited - India
- Thiess Contractors Indonesia
- Ministry of Finance - Indonesia
- Vedanta Resources Plc - India
- Straits Asia Resources Limited - Singapore
- International Coal Ventures Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- SMC Global Power, Philippines
- Riau Bara Harum - Indonesia
- PTC India Limited - India
- Gujarat Electricity Regulatory Commission - India
- McConnell Dowell - Australia
- Formosa Plastics Group - Taiwan
- Larsen & Toubro Limited - India
- Ceylon Electricity Board - Sri Lanka
- Interocean Group of Companies - India
- PNOC Exploration Corporation - Philippines
- India Bulls Power Limited - India
- Kepco SPC Power Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Renaissance Capital - South Africa
- Heidelberg Cement - Germany
- Mintek Dendrill Indonesia
- Economic Council, Georgia
- Maheswari Brothers Coal Limited - India
- Sindya Power Generating Company Private Ltd
- Orica Mining Services - Indonesia
|
| |
| |
|
