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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, 25 January 24
THE RED SEA ESCALATION IMPLICATIONS ON GLOBAL SEABORNE TRADE - MARIA BERTZELETOU
In recent days, discussions have intensified about the potential impact on the seaborne trade and ton-miles due to the evolving dynamics of market ...
Thursday, 25 January 24
RED SEA SHIPPING DISRUPTIONS KEEP GEOPOLITICAL PREMIUM FOR COMMODITIES - FITCH RATINGS
Shipping disruptions and re-routing away from the Red Sea will maintain the geopolitical premium in the main commodity markets, including for oil a ...
Friday, 19 January 24
INDONESIA TARGETS 710 MLN METRIC TONS COAL OUTPUT IN 2024 AFTER RECORD 2023 - REUTERS
Indonesia, a major thermal coal exporter, aims to produce 710 million metric tons of coal in 2024, its mining minister said on Monday, after postin ...
Friday, 19 January 24
DRUMMOND COLOMBIA COAL OUTPUT ROSE 7.1% IN 2023 - REUTERS
Coal production from miner Drummond’s Colombia operations rose 7.1% in 2023 to 29.5 million metric tons, while exports declined by 2.6% to 27 ...
Friday, 19 January 24
CHINA'S 2023 COAL OUTPUT HITS RECORD HIGH - REUTERS
China’s coal output reached a record high in 2023, data from the statistics bureau showed on Wednesday, amid an ongoing focus on energy secur ...
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- SN Aboitiz Power Inc, Philippines
- Chettinad Cement Corporation Ltd - India
- Baramulti Group, Indonesia
- Attock Cement Pakistan Limited
- Kepco SPC Power Corporation, Philippines
- The State Trading Corporation of India Ltd
- Antam Resourcindo - Indonesia
- Carbofer General Trading SA - India
- Therma Luzon, Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- Lanco Infratech Ltd - India
- Makarim & Taira - Indonesia
- Romanian Commodities Exchange
- Cigading International Bulk Terminal - Indonesia
- Kaltim Prima Coal - Indonesia
- PowerSource Philippines DevCo
- Kalimantan Lumbung Energi - Indonesia
- Siam City Cement - Thailand
- Merrill Lynch Commodities Europe
- Iligan Light & Power Inc, Philippines
- Jindal Steel & Power Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Chamber of Mines of South Africa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kartika Selabumi Mining - Indonesia
- Kumho Petrochemical, South Korea
- Power Finance Corporation Ltd., India
- Minerals Council of Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Gujarat Mineral Development Corp Ltd - India
- Energy Development Corp, Philippines
- Marubeni Corporation - India
- Xindia Steels Limited - India
- Indogreen Group - Indonesia
- Bukit Baiduri Energy - Indonesia
- Uttam Galva Steels Limited - India
- The University of Queensland
- Anglo American - United Kingdom
- Mjunction Services Limited - India
- McConnell Dowell - Australia
- Bharathi Cement Corporation - India
- Eastern Coal Council - USA
- Holcim Trading Pte Ltd - Singapore
- Indonesian Coal Mining Association
- Coastal Gujarat Power Limited - India
- Intertek Mineral Services - Indonesia
- Orica Australia Pty. Ltd.
- South Luzon Thermal Energy Corporation
- TeaM Sual Corporation - Philippines
- Kohat Cement Company Ltd. - Pakistan
- CNBM International Corporation - China
- GN Power Mariveles Coal Plant, Philippines
- Semirara Mining and Power Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Africa Commodities Group - South Africa
- Dalmia Cement Bharat India
- Coalindo Energy - Indonesia
- Tamil Nadu electricity Board
- Petrochimia International Co. Ltd.- Taiwan
- Riau Bara Harum - Indonesia
- Interocean Group of Companies - India
- Straits Asia Resources Limited - Singapore
- Directorate Of Revenue Intelligence - India
- The Treasury - Australian Government
- New Zealand Coal & Carbon
- Meralco Power Generation, Philippines
- Cement Manufacturers Association - India
- Jorong Barutama Greston.PT - Indonesia
- Parry Sugars Refinery, India
- Thai Mozambique Logistica
- LBH Netherlands Bv - Netherlands
- Bahari Cakrawala Sebuku - Indonesia
- Trasteel International SA, Italy
- Star Paper Mills Limited - India
- Parliament of New Zealand
- Economic Council, Georgia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- ICICI Bank Limited - India
- Savvy Resources Ltd - HongKong
- Medco Energi Mining Internasional
- Kobexindo Tractors - Indoneisa
- Bhoruka Overseas - Indonesia
- Agrawal Coal Company - India
- CIMB Investment Bank - Malaysia
- Global Business Power Corporation, Philippines
- Mercuria Energy - Indonesia
- GAC Shipping (India) Pvt Ltd
- Price Waterhouse Coopers - Russia
- Samtan Co., Ltd - South Korea
- Barasentosa Lestari - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Karaikal Port Pvt Ltd - India
- Wood Mackenzie - Singapore
- OPG Power Generation Pvt Ltd - India
- Videocon Industries ltd - India
- Gujarat Sidhee Cement - India
- Alfred C Toepfer International GmbH - Germany
- Bayan Resources Tbk. - Indonesia
- Bhatia International Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Wilmar Investment Holdings
- Goldman Sachs - Singapore
- Semirara Mining Corp, Philippines
- Standard Chartered Bank - UAE
- Eastern Energy - Thailand
- Metalloyd Limited - United Kingdom
- European Bulk Services B.V. - Netherlands
- Bangladesh Power Developement Board
- Madhucon Powers Ltd - India
- Tata Chemicals Ltd - India
- Indo Tambangraya Megah - Indonesia
- Banpu Public Company Limited - Thailand
- Karbindo Abesyapradhi - Indoneisa
- Electricity Authority, New Zealand
- Ministry of Mines - Canada
- Central Electricity Authority - India
- IHS Mccloskey Coal Group - USA
- Asmin Koalindo Tuhup - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Grasim Industreis Ltd - India
- Georgia Ports Authority, United States
- Sakthi Sugars Limited - India
- Vizag Seaport Private Limited - India
- Bhushan Steel Limited - India
- GMR Energy Limited - India
- Larsen & Toubro Limited - India
- Renaissance Capital - South Africa
- Edison Trading Spa - Italy
- Aboitiz Power Corporation - Philippines
- Bukit Makmur.PT - Indonesia
- Posco Energy - South Korea
- Formosa Plastics Group - Taiwan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Salva Resources Pvt Ltd - India
- SMC Global Power, Philippines
- Thiess Contractors Indonesia
- Malabar Cements Ltd - India
- Electricity Generating Authority of Thailand
- PetroVietnam Power Coal Import and Supply Company
- Sojitz Corporation - Japan
- Vijayanagar Sugar Pvt Ltd - India
- Energy Link Ltd, New Zealand
- Port Waratah Coal Services - Australia
- Sindya Power Generating Company Private Ltd
- Bukit Asam (Persero) Tbk - Indonesia
- Australian Commodity Traders Exchange
- IEA Clean Coal Centre - UK
- Altura Mining Limited, Indonesia
- Independent Power Producers Association of India
- Maharashtra Electricity Regulatory Commission - India
- Kideco Jaya Agung - Indonesia
- Global Coal Blending Company Limited - Australia
- Manunggal Multi Energi - Indonesia
- Timah Investasi Mineral - Indoneisa
- Australian Coal Association
- Neyveli Lignite Corporation Ltd, - India
- Indian Energy Exchange, India
- Indian Oil Corporation Limited
- White Energy Company Limited
- Rio Tinto Coal - Australia
- Borneo Indobara - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Gujarat Electricity Regulatory Commission - India
- PTC India Limited - India
- Globalindo Alam Lestari - Indonesia
- Toyota Tsusho Corporation, Japan
- MS Steel International - UAE
- Sree Jayajothi Cements Limited - India
- Orica Mining Services - Indonesia
- ASAPP Information Group - India
- Coal and Oil Company - UAE
- Ministry of Transport, Egypt
- Ministry of Finance - Indonesia
- Deloitte Consulting - India
- Petron Corporation, Philippines
- San Jose City I Power Corp, Philippines
- India Bulls Power Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Heidelberg Cement - Germany
- Singapore Mercantile Exchange
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sical Logistics Limited - India
- Ind-Barath Power Infra Limited - India
- SMG Consultants - Indonesia
- Essar Steel Hazira Ltd - India
- Mercator Lines Limited - India
- Simpson Spence & Young - Indonesia
- Krishnapatnam Port Company Ltd. - India
- London Commodity Brokers - England
- Siam City Cement PLC, Thailand
- Sinarmas Energy and Mining - Indonesia
- Oldendorff Carriers - Singapore
- GVK Power & Infra Limited - India
- Meenaskhi Energy Private Limited - India
- Pendopo Energi Batubara - Indonesia
- Jaiprakash Power Ventures ltd
- International Coal Ventures Pvt Ltd - India
- Maheswari Brothers Coal Limited - India
- Mintek Dendrill Indonesia
- Bulk Trading Sa - Switzerland
- VISA Power Limited - India
- Planning Commission, India
- Sarangani Energy Corporation, Philippines
- Ambuja Cements Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Aditya Birla Group - India
- Binh Thuan Hamico - Vietnam
- Commonwealth Bank - Australia
- PNOC Exploration Corporation - Philippines
- Central Java Power - Indonesia
- Global Green Power PLC Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Vedanta Resources Plc - India
- Latin American Coal - Colombia
- Indika Energy - Indonesia
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