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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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- Uttam Galva Steels Limited - India
- Medco Energi Mining Internasional
- Directorate General of MIneral and Coal - Indonesia
- Indika Energy - Indonesia
- Therma Luzon, Inc, Philippines
- McConnell Dowell - Australia
- Kepco SPC Power Corporation, Philippines
- Chettinad Cement Corporation Ltd - India
- Indo Tambangraya Megah - Indonesia
- Grasim Industreis Ltd - India
- Xindia Steels Limited - India
- Star Paper Mills Limited - India
- Trasteel International SA, Italy
- Jaiprakash Power Ventures ltd
- Commonwealth Bank - Australia
- Central Electricity Authority - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Pendopo Energi Batubara - Indonesia
- SN Aboitiz Power Inc, Philippines
- Petron Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Energy Link Ltd, New Zealand
- Sojitz Corporation - Japan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Gujarat Electricity Regulatory Commission - India
- ASAPP Information Group - India
- Anglo American - United Kingdom
- South Luzon Thermal Energy Corporation
- Global Green Power PLC Corporation, Philippines
- IEA Clean Coal Centre - UK
- Bangladesh Power Developement Board
- Attock Cement Pakistan Limited
- India Bulls Power Limited - India
- Holcim Trading Pte Ltd - Singapore
- SMC Global Power, Philippines
- Altura Mining Limited, Indonesia
- IHS Mccloskey Coal Group - USA
- Power Finance Corporation Ltd., India
- Globalindo Alam Lestari - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Antam Resourcindo - Indonesia
- Indian Energy Exchange, India
- Sarangani Energy Corporation, Philippines
- GVK Power & Infra Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Australian Commodity Traders Exchange
- Offshore Bulk Terminal Pte Ltd, Singapore
- Neyveli Lignite Corporation Ltd, - India
- Wilmar Investment Holdings
- Sinarmas Energy and Mining - Indonesia
- Baramulti Group, Indonesia
- Madhucon Powers Ltd - India
- Romanian Commodities Exchange
- Banpu Public Company Limited - Thailand
- Sindya Power Generating Company Private Ltd
- Binh Thuan Hamico - Vietnam
- Jindal Steel & Power Ltd - India
- Siam City Cement PLC, Thailand
- San Jose City I Power Corp, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Samtan Co., Ltd - South Korea
- Indogreen Group - Indonesia
- Ministry of Mines - Canada
- Standard Chartered Bank - UAE
- OPG Power Generation Pvt Ltd - India
- MS Steel International - UAE
- Bank of Tokyo Mitsubishi UFJ Ltd
- PNOC Exploration Corporation - Philippines
- Posco Energy - South Korea
- Mjunction Services Limited - India
- Vizag Seaport Private Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Kobexindo Tractors - Indoneisa
- Meralco Power Generation, Philippines
- The Treasury - Australian Government
- Salva Resources Pvt Ltd - India
- Tamil Nadu electricity Board
- ICICI Bank Limited - India
- The State Trading Corporation of India Ltd
- Eastern Energy - Thailand
- The University of Queensland
- Bhatia International Limited - India
- Rashtriya Ispat Nigam Limited - India
- New Zealand Coal & Carbon
- Directorate Of Revenue Intelligence - India
- Savvy Resources Ltd - HongKong
- Kideco Jaya Agung - Indonesia
- Renaissance Capital - South Africa
- Karaikal Port Pvt Ltd - India
- Bhushan Steel Limited - India
- Barasentosa Lestari - Indonesia
- Independent Power Producers Association of India
- Goldman Sachs - Singapore
- PetroVietnam Power Coal Import and Supply Company
- Cement Manufacturers Association - India
- Georgia Ports Authority, United States
- Economic Council, Georgia
- Bayan Resources Tbk. - Indonesia
- Central Java Power - Indonesia
- Eastern Coal Council - USA
- Bharathi Cement Corporation - India
- Orica Australia Pty. Ltd.
- Leighton Contractors Pty Ltd - Australia
- European Bulk Services B.V. - Netherlands
- Africa Commodities Group - South Africa
- Miang Besar Coal Terminal - Indonesia
- Edison Trading Spa - Italy
- Simpson Spence & Young - Indonesia
- Timah Investasi Mineral - Indoneisa
- Ind-Barath Power Infra Limited - India
- Straits Asia Resources Limited - Singapore
- Bhoruka Overseas - Indonesia
- Sree Jayajothi Cements Limited - India
- Manunggal Multi Energi - Indonesia
- Lanco Infratech Ltd - India
- Makarim & Taira - Indonesia
- Borneo Indobara - Indonesia
- Ambuja Cements Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- White Energy Company Limited
- Karbindo Abesyapradhi - Indoneisa
- Coal and Oil Company - UAE
- Sical Logistics Limited - India
- Agrawal Coal Company - India
- Kartika Selabumi Mining - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Mintek Dendrill Indonesia
- Global Coal Blending Company Limited - Australia
- Price Waterhouse Coopers - Russia
- Energy Development Corp, Philippines
- Thai Mozambique Logistica
- Sakthi Sugars Limited - India
- Minerals Council of Australia
- Tata Chemicals Ltd - India
- Indonesian Coal Mining Association
- Electricity Generating Authority of Thailand
- Ministry of Finance - Indonesia
- Orica Mining Services - Indonesia
- Bukit Baiduri Energy - Indonesia
- TeaM Sual Corporation - Philippines
- Port Waratah Coal Services - Australia
- Chamber of Mines of South Africa
- Petrochimia International Co. Ltd.- Taiwan
- Singapore Mercantile Exchange
- SMG Consultants - Indonesia
- Mercuria Energy - Indonesia
- Thiess Contractors Indonesia
- Ceylon Electricity Board - Sri Lanka
- Semirara Mining and Power Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Aboitiz Power Corporation - Philippines
- Merrill Lynch Commodities Europe
- Kohat Cement Company Ltd. - Pakistan
- Australian Coal Association
- Indian Oil Corporation Limited
- Gujarat Sidhee Cement - India
- Interocean Group of Companies - India
- Semirara Mining Corp, Philippines
- Vedanta Resources Plc - India
- Alfred C Toepfer International GmbH - Germany
- Ministry of Transport, Egypt
- Bulk Trading Sa - Switzerland
- International Coal Ventures Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Electricity Authority, New Zealand
- Coastal Gujarat Power Limited - India
- Siam City Cement - Thailand
- CIMB Investment Bank - Malaysia
- London Commodity Brokers - England
- Kumho Petrochemical, South Korea
- Wood Mackenzie - Singapore
- Planning Commission, India
- LBH Netherlands Bv - Netherlands
- Latin American Coal - Colombia
- Kapuas Tunggal Persada - Indonesia
- Riau Bara Harum - Indonesia
- Carbofer General Trading SA - India
- Bukit Makmur.PT - Indonesia
- PowerSource Philippines DevCo
- AsiaOL BioFuels Corp., Philippines
- Parry Sugars Refinery, India
- Videocon Industries ltd - India
- Meenaskhi Energy Private Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Deloitte Consulting - India
- Larsen & Toubro Limited - India
- GMR Energy Limited - India
- Coalindo Energy - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Marubeni Corporation - India
- Maheswari Brothers Coal Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Kaltim Prima Coal - Indonesia
- CNBM International Corporation - China
- Dalmia Cement Bharat India
- Aditya Birla Group - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Rio Tinto Coal - Australia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Toyota Tsusho Corporation, Japan
- Formosa Plastics Group - Taiwan
- Mercator Lines Limited - India
- Oldendorff Carriers - Singapore
- Intertek Mineral Services - Indonesia
- Metalloyd Limited - United Kingdom
- Parliament of New Zealand
- VISA Power Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Iligan Light & Power Inc, Philippines
- Malabar Cements Ltd - India
- Global Business Power Corporation, Philippines
- PTC India Limited - India
- Heidelberg Cement - Germany
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