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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, 24 August 17
SUPRAMAX: LOW $10K FOR INDO COAL TRIPS TO INDIA; AROUND $10K FOR INDO TO CHINA TRIPS - FEARNLEYS
Supramax
This week Supras from the Black Sea on fhaul have seen numerous orders and improving rates.
53-57k dwt vessels have been fixed at e ...
Wednesday, 23 August 17
THE STRONG IRON ORE TRADE ROUTES SUPPORT CAPESIZE SEGMENT - INTERMODAL
The upward trend in the Capesize segment is definitely being supported by the strong momentum in the key iron ore trade routes. The price of high-q ...
Tuesday, 22 August 17
WHAT IS A RELEASE CALL?
KNOWLEDGE TO ELEVATE
Joining a mutual P&I Club means each Member shares in the fortunes of that Club and its membership. The continuity of ...
Monday, 21 August 17
BANPU REVEALS FIRST HALF 2017 WITH STRONG RESULTS; SUPPORTED BY HIGHER COAL PRICES
Banpu Reveals First Half 2017 with Strong Results from Higher Coal Prices Gearing Up to the Era of New Energy with Banpu Greener & Smarter Stra ...
Monday, 21 August 17
INDIA'S COAL IMPORTS DECLINE TO 192 MT IN FY17 - PTI
Import of coal saw a decline of 6.37 per cent to 191.95 million tonnes (MT) in 2016-17 on higher production by CIL that saw the country move to a r ...
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Showing 1961 to 1965 news of total 6871 |
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- CIMB Investment Bank - Malaysia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Parry Sugars Refinery, India
- Sojitz Corporation - Japan
- Port Waratah Coal Services - Australia
- Maheswari Brothers Coal Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Karbindo Abesyapradhi - Indoneisa
- Chettinad Cement Corporation Ltd - India
- Rio Tinto Coal - Australia
- Holcim Trading Pte Ltd - Singapore
- Kepco SPC Power Corporation, Philippines
- Iligan Light & Power Inc, Philippines
- Sarangani Energy Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- Directorate Of Revenue Intelligence - India
- Australian Commodity Traders Exchange
- Vijayanagar Sugar Pvt Ltd - India
- The State Trading Corporation of India Ltd
- Coal and Oil Company - UAE
- Orica Mining Services - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Kartika Selabumi Mining - Indonesia
- San Jose City I Power Corp, Philippines
- Savvy Resources Ltd - HongKong
- Georgia Ports Authority, United States
- Parliament of New Zealand
- Pipit Mutiara Jaya. PT, Indonesia
- Goldman Sachs - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Tamil Nadu electricity Board
- Medco Energi Mining Internasional
- Electricity Authority, New Zealand
- Ind-Barath Power Infra Limited - India
- Indika Energy - Indonesia
- Borneo Indobara - Indonesia
- SMG Consultants - Indonesia
- Meralco Power Generation, Philippines
- Bhoruka Overseas - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Mintek Dendrill Indonesia
- Antam Resourcindo - Indonesia
- GVK Power & Infra Limited - India
- South Luzon Thermal Energy Corporation
- Energy Link Ltd, New Zealand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Independent Power Producers Association of India
- VISA Power Limited - India
- International Coal Ventures Pvt Ltd - India
- Merrill Lynch Commodities Europe
- Manunggal Multi Energi - Indonesia
- Tata Chemicals Ltd - India
- Grasim Industreis Ltd - India
- Alfred C Toepfer International GmbH - Germany
- Siam City Cement PLC, Thailand
- Kapuas Tunggal Persada - Indonesia
- Attock Cement Pakistan Limited
- Minerals Council of Australia
- Ministry of Transport, Egypt
- Ceylon Electricity Board - Sri Lanka
- Mjunction Services Limited - India
- Rashtriya Ispat Nigam Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- PetroVietnam Power Coal Import and Supply Company
- Romanian Commodities Exchange
- Vizag Seaport Private Limited - India
- Vedanta Resources Plc - India
- Central Electricity Authority - India
- Thiess Contractors Indonesia
- Power Finance Corporation Ltd., India
- McConnell Dowell - Australia
- Gujarat Sidhee Cement - India
- London Commodity Brokers - England
- Bukit Makmur.PT - Indonesia
- Ambuja Cements Ltd - India
- New Zealand Coal & Carbon
- Ministry of Mines - Canada
- Australian Coal Association
- Bank of Tokyo Mitsubishi UFJ Ltd
- Timah Investasi Mineral - Indoneisa
- Bukit Asam (Persero) Tbk - Indonesia
- Riau Bara Harum - Indonesia
- Karaikal Port Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Gujarat Electricity Regulatory Commission - India
- SN Aboitiz Power Inc, Philippines
- GAC Shipping (India) Pvt Ltd
- TeaM Sual Corporation - Philippines
- Kobexindo Tractors - Indoneisa
- Intertek Mineral Services - Indonesia
- The University of Queensland
- SMC Global Power, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Energy Development Corp, Philippines
- Cigading International Bulk Terminal - Indonesia
- Latin American Coal - Colombia
- Malabar Cements Ltd - India
- Jindal Steel & Power Ltd - India
- Xindia Steels Limited - India
- Banpu Public Company Limited - Thailand
- Salva Resources Pvt Ltd - India
- Bhatia International Limited - India
- The Treasury - Australian Government
- Samtan Co., Ltd - South Korea
- Edison Trading Spa - Italy
- Oldendorff Carriers - Singapore
- Binh Thuan Hamico - Vietnam
- AsiaOL BioFuels Corp., Philippines
- Makarim & Taira - Indonesia
- Metalloyd Limited - United Kingdom
- Coalindo Energy - Indonesia
- Sindya Power Generating Company Private Ltd
- Petrochimia International Co. Ltd.- Taiwan
- Marubeni Corporation - India
- Sakthi Sugars Limited - India
- White Energy Company Limited
- IEA Clean Coal Centre - UK
- Billiton Holdings Pty Ltd - Australia
- Essar Steel Hazira Ltd - India
- Semirara Mining Corp, Philippines
- Posco Energy - South Korea
- Bhushan Steel Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Orica Australia Pty. Ltd.
- Price Waterhouse Coopers - Russia
- Baramulti Group, Indonesia
- Interocean Group of Companies - India
- Meenaskhi Energy Private Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- ICICI Bank Limited - India
- Central Java Power - Indonesia
- Petron Corporation, Philippines
- Kumho Petrochemical, South Korea
- Standard Chartered Bank - UAE
- Neyveli Lignite Corporation Ltd, - India
- OPG Power Generation Pvt Ltd - India
- Commonwealth Bank - Australia
- Planning Commission, India
- Simpson Spence & Young - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Electricity Generating Authority of Thailand
- Carbofer General Trading SA - India
- IHS Mccloskey Coal Group - USA
- Thai Mozambique Logistica
- Globalindo Alam Lestari - Indonesia
- Deloitte Consulting - India
- Wilmar Investment Holdings
- Chamber of Mines of South Africa
- Indonesian Coal Mining Association
- Videocon Industries ltd - India
- Barasentosa Lestari - Indonesia
- Mercator Lines Limited - India
- CNBM International Corporation - China
- MS Steel International - UAE
- Uttam Galva Steels Limited - India
- Agrawal Coal Company - India
- Therma Luzon, Inc, Philippines
- Singapore Mercantile Exchange
- Global Business Power Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- PTC India Limited - India
- Africa Commodities Group - South Africa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Kaltim Prima Coal - Indonesia
- Bharathi Cement Corporation - India
- Bangladesh Power Developement Board
- Larsen & Toubro Limited - India
- Heidelberg Cement - Germany
- Economic Council, Georgia
- Siam City Cement - Thailand
- Coastal Gujarat Power Limited - India
- Eastern Energy - Thailand
- Eastern Coal Council - USA
- ASAPP Information Group - India
- Madhucon Powers Ltd - India
- Indian Energy Exchange, India
- Indian Oil Corporation Limited
- Jaiprakash Power Ventures ltd
- Bukit Baiduri Energy - Indonesia
- Trasteel International SA, Italy
- Bulk Trading Sa - Switzerland
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Miang Besar Coal Terminal - Indonesia
- Sree Jayajothi Cements Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Dalmia Cement Bharat India
- Formosa Plastics Group - Taiwan
- Mercuria Energy - Indonesia
- Anglo American - United Kingdom
- PNOC Exploration Corporation - Philippines
- PowerSource Philippines DevCo
- Kideco Jaya Agung - Indonesia
- Indogreen Group - Indonesia
- LBH Netherlands Bv - Netherlands
- Indo Tambangraya Megah - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Star Paper Mills Limited - India
- Altura Mining Limited, Indonesia
- Lanco Infratech Ltd - India
- Cement Manufacturers Association - India
- India Bulls Power Limited - India
- Aditya Birla Group - India
- Wood Mackenzie - Singapore
- Bayan Resources Tbk. - Indonesia
- GMR Energy Limited - India
- Ministry of Finance - Indonesia
- Pendopo Energi Batubara - Indonesia
- Renaissance Capital - South Africa
- Toyota Tsusho Corporation, Japan
- Sical Logistics Limited - India
- Aboitiz Power Corporation - Philippines
- Global Green Power PLC Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
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