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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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Wednesday, 31 January 24
CHINA'S INNER MONGOLIA COAL OUTPUT HIT 1.21B TONS IN 2023 - XINHUA
North China’s Inner Mongolia autonomous region churned out 1.21 billion tons of coal in 2023 as it strives to guarantee the country’s e ...
Wednesday, 31 January 24
GAS EXPORTS COST U.S. CONSUMERS MORE THAN $100 BILLION OVER 16-MONTH PERIOD - IEEFA
Limited Demand Growth Could Dampen the Dry Bulk Market in the Coming Months BIMCOStarting in late 2021—before its invasion of Ukraine—R ...
Tuesday, 30 January 24
LIMITED DEMAND GROWTH COULD DAMPEN THE DRY BULK MARKET IN THE COMING MONTHS - BIMCO
Demand
In our base scenario, we expect cargo demand to grow by 0-1% in 2024 and 0.5-1.5% in 2025. This is a 0.5 percentage point reduction for ...
Friday, 26 January 24
RED SEA DIVERSIONS ADD NEARLY A MILLION DOLLARS PER VOYAGE TO SHIPPING COSTS WHILE DOUBLING TRANSIT TIME - LSEG
The incremental costs of diverting a tanker from Asia to NW Europe via the Cape of Good Hope is accounting for an extra $932,905 USD per voyage whi ...
Friday, 26 January 24
HARD COAL GUARDIAN ANGEL OF THE ENERGY SUPPLY - GERMANY COAL IMPORTERS ASSOCIATION
- No security of supply without hard coal
- The Substitute Power Plant Provision Act (EKBG) must be extended
- Higher grid fees due to the ...
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- MS Steel International - UAE
- Bayan Resources Tbk. - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- CNBM International Corporation - China
- Kobexindo Tractors - Indoneisa
- Ceylon Electricity Board - Sri Lanka
- Mintek Dendrill Indonesia
- Sinarmas Energy and Mining - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Bhushan Steel Limited - India
- Krishnapatnam Port Company Ltd. - India
- Petron Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Eastern Energy - Thailand
- IEA Clean Coal Centre - UK
- Mercator Lines Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Heidelberg Cement - Germany
- Wilmar Investment Holdings
- Bukit Asam (Persero) Tbk - Indonesia
- Aboitiz Power Corporation - Philippines
- Madhucon Powers Ltd - India
- Riau Bara Harum - Indonesia
- ASAPP Information Group - India
- Indika Energy - Indonesia
- Directorate Of Revenue Intelligence - India
- SN Aboitiz Power Inc, Philippines
- Essar Steel Hazira Ltd - India
- Therma Luzon, Inc, Philippines
- Samtan Co., Ltd - South Korea
- Power Finance Corporation Ltd., India
- Parry Sugars Refinery, India
- Toyota Tsusho Corporation, Japan
- Uttam Galva Steels Limited - India
- Indonesian Coal Mining Association
- Vijayanagar Sugar Pvt Ltd - India
- Electricity Authority, New Zealand
- Vedanta Resources Plc - India
- Semirara Mining and Power Corporation, Philippines
- Thiess Contractors Indonesia
- Ministry of Finance - Indonesia
- Ambuja Cements Ltd - India
- Cement Manufacturers Association - India
- Eastern Coal Council - USA
- Deloitte Consulting - India
- European Bulk Services B.V. - Netherlands
- VISA Power Limited - India
- Intertek Mineral Services - Indonesia
- SMC Global Power, Philippines
- Sojitz Corporation - Japan
- Straits Asia Resources Limited - Singapore
- Karaikal Port Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Renaissance Capital - South Africa
- LBH Netherlands Bv - Netherlands
- Metalloyd Limited - United Kingdom
- OPG Power Generation Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- Banpu Public Company Limited - Thailand
- Malabar Cements Ltd - India
- Standard Chartered Bank - UAE
- Africa Commodities Group - South Africa
- Bulk Trading Sa - Switzerland
- SMG Consultants - Indonesia
- South Luzon Thermal Energy Corporation
- TeaM Sual Corporation - Philippines
- Orica Australia Pty. Ltd.
- Price Waterhouse Coopers - Russia
- Manunggal Multi Energi - Indonesia
- Baramulti Group, Indonesia
- Medco Energi Mining Internasional
- London Commodity Brokers - England
- Petrochimia International Co. Ltd.- Taiwan
- Indian Energy Exchange, India
- ICICI Bank Limited - India
- Ind-Barath Power Infra Limited - India
- San Jose City I Power Corp, Philippines
- AsiaOL BioFuels Corp., Philippines
- Commonwealth Bank - Australia
- Minerals Council of Australia
- Siam City Cement PLC, Thailand
- Videocon Industries ltd - India
- Interocean Group of Companies - India
- Energy Link Ltd, New Zealand
- New Zealand Coal & Carbon
- Formosa Plastics Group - Taiwan
- Asmin Koalindo Tuhup - Indonesia
- Economic Council, Georgia
- Iligan Light & Power Inc, Philippines
- Ministry of Mines - Canada
- PNOC Exploration Corporation - Philippines
- GMR Energy Limited - India
- Kumho Petrochemical, South Korea
- Coalindo Energy - Indonesia
- Romanian Commodities Exchange
- Kartika Selabumi Mining - Indonesia
- Meralco Power Generation, Philippines
- Anglo American - United Kingdom
- Larsen & Toubro Limited - India
- Tata Chemicals Ltd - India
- Sindya Power Generating Company Private Ltd
- Parliament of New Zealand
- Jindal Steel & Power Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Chettinad Cement Corporation Ltd - India
- Sakthi Sugars Limited - India
- Kepco SPC Power Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Bukit Baiduri Energy - Indonesia
- Orica Mining Services - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Merrill Lynch Commodities Europe
- PowerSource Philippines DevCo
- Pendopo Energi Batubara - Indonesia
- Gujarat Sidhee Cement - India
- Barasentosa Lestari - Indonesia
- International Coal Ventures Pvt Ltd - India
- Mercuria Energy - Indonesia
- Central Java Power - Indonesia
- Attock Cement Pakistan Limited
- GN Power Mariveles Coal Plant, Philippines
- India Bulls Power Limited - India
- Mjunction Services Limited - India
- Trasteel International SA, Italy
- Maheswari Brothers Coal Limited - India
- Georgia Ports Authority, United States
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Star Paper Mills Limited - India
- Dalmia Cement Bharat India
- Makarim & Taira - Indonesia
- Grasim Industreis Ltd - India
- Salva Resources Pvt Ltd - India
- Binh Thuan Hamico - Vietnam
- Sree Jayajothi Cements Limited - India
- Gujarat Electricity Regulatory Commission - India
- Kalimantan Lumbung Energi - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Oldendorff Carriers - Singapore
- Latin American Coal - Colombia
- Independent Power Producers Association of India
- IHS Mccloskey Coal Group - USA
- Indogreen Group - Indonesia
- Posco Energy - South Korea
- Altura Mining Limited, Indonesia
- Thai Mozambique Logistica
- Global Business Power Corporation, Philippines
- The University of Queensland
- Kapuas Tunggal Persada - Indonesia
- Simpson Spence & Young - Indonesia
- PTC India Limited - India
- Antam Resourcindo - Indonesia
- Tamil Nadu electricity Board
- Goldman Sachs - Singapore
- Carbofer General Trading SA - India
- Pipit Mutiara Jaya. PT, Indonesia
- Kaltim Prima Coal - Indonesia
- Australian Commodity Traders Exchange
- Coal and Oil Company - UAE
- Xindia Steels Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Sical Logistics Limited - India
- Meenaskhi Energy Private Limited - India
- Edison Trading Spa - Italy
- Aditya Birla Group - India
- Jorong Barutama Greston.PT - Indonesia
- Marubeni Corporation - India
- Australian Coal Association
- Central Electricity Authority - India
- Global Green Power PLC Corporation, Philippines
- Energy Development Corp, Philippines
- Singapore Mercantile Exchange
- Indo Tambangraya Megah - Indonesia
- Bhatia International Limited - India
- Leighton Contractors Pty Ltd - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Chamber of Mines of South Africa
- Kideco Jaya Agung - Indonesia
- Borneo Indobara - Indonesia
- Global Coal Blending Company Limited - Australia
- Alfred C Toepfer International GmbH - Germany
- McConnell Dowell - Australia
- Ministry of Transport, Egypt
- Bangladesh Power Developement Board
- Timah Investasi Mineral - Indoneisa
- GVK Power & Infra Limited - India
- Rio Tinto Coal - Australia
- Indian Oil Corporation Limited
- CIMB Investment Bank - Malaysia
- White Energy Company Limited
- Gujarat Mineral Development Corp Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Port Waratah Coal Services - Australia
- Bhoruka Overseas - Indonesia
- Planning Commission, India
- Sarangani Energy Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bukit Makmur.PT - Indonesia
- Wood Mackenzie - Singapore
- Kohat Cement Company Ltd. - Pakistan
- Holcim Trading Pte Ltd - Singapore
- Coastal Gujarat Power Limited - India
- Vizag Seaport Private Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- The Treasury - Australian Government
- Neyveli Lignite Corporation Ltd, - India
- Semirara Mining Corp, Philippines
- Siam City Cement - Thailand
- Globalindo Alam Lestari - Indonesia
- Jaiprakash Power Ventures ltd
- Agrawal Coal Company - India
- Lanco Infratech Ltd - India
- The State Trading Corporation of India Ltd
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bharathi Cement Corporation - India
- Miang Besar Coal Terminal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
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