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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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Monday, 08 January 24
KOSPO TO BUY 80000 MT OF INDONESIAN LOW CALORIFIC VALUE COAL FOR FEB 2024
Korea Southern Power Co., Ltd. (KOSPO), is inviting bids for the supply of Indonesian Low Calorific Value Coal from qualified suppliers for Korean ...
Monday, 08 January 24
SEABORNE TRADE REACHES 12.4BN TONNES - CLARKSONS
China will establish a back-up coal production system by 2027 to stabilise prices and secure coal supply, the state planner said on Wednesday, even ...
Monday, 08 January 24
CAPESIZES START THE NEW YEAR ON POSITIVE NOTE - BALTIC EXCHANGE
Capesize
This week the capsize market has been marked by a mix of activities and challenges. Despite a slow start following the Christmas and N ...
Friday, 05 January 24
MORGAN STANLEY SEES LOWER OIL PRICES IN 2024 ON OVERSUPPLY CONCERNS - REUTERS
Morgan Stanley sees Brent crude prices anchored near $80 per barrel in the first half in 2024 before declining towards the end of the year as it ex ...
Friday, 05 January 24
INDIA'S COAL OUTPUT RISES NEARLY 11 PC IN DEC TO 92.87 MT - PTI
India’s coal production increased by 10.75 per cent to 92.87 million tonne in December 2023 as compared to the year-ago period, an official s ...
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- Semirara Mining and Power Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- Price Waterhouse Coopers - Russia
- GVK Power & Infra Limited - India
- Marubeni Corporation - India
- Heidelberg Cement - Germany
- CIMB Investment Bank - Malaysia
- Renaissance Capital - South Africa
- PowerSource Philippines DevCo
- Uttam Galva Steels Limited - India
- Banpu Public Company Limited - Thailand
- Madhucon Powers Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- GAC Shipping (India) Pvt Ltd
- Chettinad Cement Corporation Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Orica Mining Services - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Aboitiz Power Corporation - Philippines
- Global Coal Blending Company Limited - Australia
- Holcim Trading Pte Ltd - Singapore
- Sarangani Energy Corporation, Philippines
- Electricity Authority, New Zealand
- Bukit Asam (Persero) Tbk - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Anglo American - United Kingdom
- Posco Energy - South Korea
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- PetroVietnam Power Coal Import and Supply Company
- VISA Power Limited - India
- Energy Development Corp, Philippines
- AsiaOL BioFuels Corp., Philippines
- Siam City Cement - Thailand
- TeaM Sual Corporation - Philippines
- Ministry of Transport, Egypt
- Agrawal Coal Company - India
- Karaikal Port Pvt Ltd - India
- Larsen & Toubro Limited - India
- SMG Consultants - Indonesia
- Borneo Indobara - Indonesia
- Globalindo Alam Lestari - Indonesia
- Indian Energy Exchange, India
- Coal and Oil Company - UAE
- Aditya Birla Group - India
- Siam City Cement PLC, Thailand
- Intertek Mineral Services - Indonesia
- Kepco SPC Power Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- LBH Netherlands Bv - Netherlands
- Kideco Jaya Agung - Indonesia
- Maheswari Brothers Coal Limited - India
- Mjunction Services Limited - India
- Independent Power Producers Association of India
- Baramulti Group, Indonesia
- Minerals Council of Australia
- Bhushan Steel Limited - India
- Tamil Nadu electricity Board
- Oldendorff Carriers - Singapore
- Rashtriya Ispat Nigam Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Barasentosa Lestari - Indonesia
- Kapuas Tunggal Persada - Indonesia
- International Coal Ventures Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Billiton Holdings Pty Ltd - Australia
- PTC India Limited - India
- Electricity Generating Authority of Thailand
- Standard Chartered Bank - UAE
- Jaiprakash Power Ventures ltd
- Kobexindo Tractors - Indoneisa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bulk Trading Sa - Switzerland
- Star Paper Mills Limited - India
- Sindya Power Generating Company Private Ltd
- Riau Bara Harum - Indonesia
- Wood Mackenzie - Singapore
- Energy Link Ltd, New Zealand
- Interocean Group of Companies - India
- Videocon Industries ltd - India
- Orica Australia Pty. Ltd.
- Bukit Makmur.PT - Indonesia
- Simpson Spence & Young - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- London Commodity Brokers - England
- Latin American Coal - Colombia
- Kumho Petrochemical, South Korea
- Xindia Steels Limited - India
- Bayan Resources Tbk. - Indonesia
- Eastern Energy - Thailand
- Georgia Ports Authority, United States
- ICICI Bank Limited - India
- Chamber of Mines of South Africa
- Dalmia Cement Bharat India
- Wilmar Investment Holdings
- Bhoruka Overseas - Indonesia
- Indo Tambangraya Megah - Indonesia
- Central Java Power - Indonesia
- Binh Thuan Hamico - Vietnam
- Economic Council, Georgia
- Eastern Coal Council - USA
- Bharathi Cement Corporation - India
- Thiess Contractors Indonesia
- South Luzon Thermal Energy Corporation
- PNOC Exploration Corporation - Philippines
- Ministry of Mines - Canada
- Australian Coal Association
- Carbofer General Trading SA - India
- Directorate Of Revenue Intelligence - India
- Indian Oil Corporation Limited
- Lanco Infratech Ltd - India
- Sakthi Sugars Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Gujarat Electricity Regulatory Commission - India
- Alfred C Toepfer International GmbH - Germany
- Mercator Lines Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Manunggal Multi Energi - Indonesia
- India Bulls Power Limited - India
- Sinarmas Energy and Mining - Indonesia
- Ambuja Cements Ltd - India
- Sical Logistics Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Tata Chemicals Ltd - India
- Savvy Resources Ltd - HongKong
- Indonesian Coal Mining Association
- Offshore Bulk Terminal Pte Ltd, Singapore
- Salva Resources Pvt Ltd - India
- The State Trading Corporation of India Ltd
- Indogreen Group - Indonesia
- Ind-Barath Power Infra Limited - India
- Vizag Seaport Private Limited - India
- Essar Steel Hazira Ltd - India
- Planning Commission, India
- Leighton Contractors Pty Ltd - Australia
- Commonwealth Bank - Australia
- Global Business Power Corporation, Philippines
- Indika Energy - Indonesia
- European Bulk Services B.V. - Netherlands
- SMC Global Power, Philippines
- Mintek Dendrill Indonesia
- Cigading International Bulk Terminal - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Jorong Barutama Greston.PT - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Thai Mozambique Logistica
- Sree Jayajothi Cements Limited - India
- Jindal Steel & Power Ltd - India
- Edison Trading Spa - Italy
- Semirara Mining Corp, Philippines
- Singapore Mercantile Exchange
- Rio Tinto Coal - Australia
- Medco Energi Mining Internasional
- Petron Corporation, Philippines
- Deloitte Consulting - India
- Therma Luzon, Inc, Philippines
- Timah Investasi Mineral - Indoneisa
- Mercuria Energy - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Grasim Industreis Ltd - India
- Trasteel International SA, Italy
- Australian Commodity Traders Exchange
- Meralco Power Generation, Philippines
- Bukit Baiduri Energy - Indonesia
- Parry Sugars Refinery, India
- Straits Asia Resources Limited - Singapore
- Bangladesh Power Developement Board
- Goldman Sachs - Singapore
- Pendopo Energi Batubara - Indonesia
- Iligan Light & Power Inc, Philippines
- Africa Commodities Group - South Africa
- The Treasury - Australian Government
- Gujarat Sidhee Cement - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Metalloyd Limited - United Kingdom
- Maharashtra Electricity Regulatory Commission - India
- Sojitz Corporation - Japan
- New Zealand Coal & Carbon
- Ministry of Finance - Indonesia
- Kaltim Prima Coal - Indonesia
- Global Green Power PLC Corporation, Philippines
- White Energy Company Limited
- The University of Queensland
- IHS Mccloskey Coal Group - USA
- Samtan Co., Ltd - South Korea
- Formosa Plastics Group - Taiwan
- Central Electricity Authority - India
- McConnell Dowell - Australia
- GMR Energy Limited - India
- OPG Power Generation Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- Coalindo Energy - Indonesia
- Merrill Lynch Commodities Europe
- MS Steel International - UAE
- Cement Manufacturers Association - India
- Vedanta Resources Plc - India
- Karbindo Abesyapradhi - Indoneisa
- Krishnapatnam Port Company Ltd. - India
- Port Waratah Coal Services - Australia
- Altura Mining Limited, Indonesia
- Romanian Commodities Exchange
- San Jose City I Power Corp, Philippines
- Coastal Gujarat Power Limited - India
- Antam Resourcindo - Indonesia
- Makarim & Taira - Indonesia
- SN Aboitiz Power Inc, Philippines
- Parliament of New Zealand
- IEA Clean Coal Centre - UK
- ASAPP Information Group - India
- CNBM International Corporation - China
- Petrochimia International Co. Ltd.- Taiwan
- Bhatia International Limited - India
- Malabar Cements Ltd - India
- Attock Cement Pakistan Limited
- Power Finance Corporation Ltd., India
- Toyota Tsusho Corporation, Japan
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