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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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Friday, 22 March 24
INDONESIA APPROVES 922.14 MLN T COAL PRODUCTION QUOTA FOR 2024, ABOVE TARGET - REUTERS
Indonesia has approved coal production quotas totalling 922.14 million metric tons for 2024, Bambang Suswantono, a senior official at the mining mi ...
Friday, 22 March 24
CHINA COAL INDUSTRY GROUP EXPECTS OUTPUT GROWTH TO SLOW IN 2024 - REUTERS
China’s coal output is expected to increase 36 million metric tons, or 0.8%, to about 4.7 billion tonnes in 2024, a Chinese coal industry gro ...
Monday, 18 March 24
THREE KEY TAKEAWAYS FROM OUR EUROPE GAS MARKETS SHORT-TERM OUTLOOK Q1 2024 - WOOD MACKENZIE
European gas prices are currently back to pre-crisis levels, but with a complex series of factors affecting future supply and demand, are they set ...
Wednesday, 06 March 24
INDONESIA AIMS TO FINISH MINING OUTPUT QUOTAS APPROVAL BY END-MARCH, OFFICIAL SAYS - REUTERS
Indonesia’s has approved the mining production quotarequests from more than 120mineral companies and aims to complete the approval process th ...
Monday, 04 March 24
IS YOUR GUARANTEE A GUARANTEE? NOTE TO SHIPOWNERS - GARD
KNOWLEDGE TO ELEVATE
The law of guarantees is not always obvious or easy to understand without proper guidance. This article clarifies the dif ...
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Showing 26 to 30 news of total 6871 |
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- Banpu Public Company Limited - Thailand
- Indian Oil Corporation Limited
- Goldman Sachs - Singapore
- Uttam Galva Steels Limited - India
- Indogreen Group - Indonesia
- SN Aboitiz Power Inc, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Thiess Contractors Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Eastern Coal Council - USA
- OPG Power Generation Pvt Ltd - India
- Carbofer General Trading SA - India
- Electricity Generating Authority of Thailand
- Coal and Oil Company - UAE
- Jindal Steel & Power Ltd - India
- SMC Global Power, Philippines
- Chettinad Cement Corporation Ltd - India
- Eastern Energy - Thailand
- Tamil Nadu electricity Board
- McConnell Dowell - Australia
- Binh Thuan Hamico - Vietnam
- Medco Energi Mining Internasional
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Port Waratah Coal Services - Australia
- GAC Shipping (India) Pvt Ltd
- Central Java Power - Indonesia
- Cement Manufacturers Association - India
- Intertek Mineral Services - Indonesia
- Energy Development Corp, Philippines
- Indika Energy - Indonesia
- Meenaskhi Energy Private Limited - India
- Formosa Plastics Group - Taiwan
- Vedanta Resources Plc - India
- Sakthi Sugars Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Essar Steel Hazira Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Bukit Baiduri Energy - Indonesia
- Romanian Commodities Exchange
- Jorong Barutama Greston.PT - Indonesia
- Trasteel International SA, Italy
- Kumho Petrochemical, South Korea
- Altura Mining Limited, Indonesia
- Kideco Jaya Agung - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- LBH Netherlands Bv - Netherlands
- European Bulk Services B.V. - Netherlands
- Indian Energy Exchange, India
- Neyveli Lignite Corporation Ltd, - India
- Bayan Resources Tbk. - Indonesia
- Antam Resourcindo - Indonesia
- London Commodity Brokers - England
- Heidelberg Cement - Germany
- Bharathi Cement Corporation - India
- Central Electricity Authority - India
- Renaissance Capital - South Africa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Semirara Mining and Power Corporation, Philippines
- Wilmar Investment Holdings
- Mercuria Energy - Indonesia
- ASAPP Information Group - India
- The University of Queensland
- San Jose City I Power Corp, Philippines
- Straits Asia Resources Limited - Singapore
- Rio Tinto Coal - Australia
- IEA Clean Coal Centre - UK
- Attock Cement Pakistan Limited
- PowerSource Philippines DevCo
- Agrawal Coal Company - India
- Ministry of Finance - Indonesia
- Kaltim Prima Coal - Indonesia
- Larsen & Toubro Limited - India
- Edison Trading Spa - Italy
- AsiaOL BioFuels Corp., Philippines
- Toyota Tsusho Corporation, Japan
- MS Steel International - UAE
- Gujarat Electricity Regulatory Commission - India
- Global Coal Blending Company Limited - Australia
- Bukit Asam (Persero) Tbk - Indonesia
- Merrill Lynch Commodities Europe
- Mercator Lines Limited - India
- Kapuas Tunggal Persada - Indonesia
- Economic Council, Georgia
- Star Paper Mills Limited - India
- Dalmia Cement Bharat India
- Rashtriya Ispat Nigam Limited - India
- Marubeni Corporation - India
- Orica Mining Services - Indonesia
- Energy Link Ltd, New Zealand
- Bukit Makmur.PT - Indonesia
- Global Business Power Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- Vijayanagar Sugar Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Sree Jayajothi Cements Limited - India
- Globalindo Alam Lestari - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Lanco Infratech Ltd - India
- Mintek Dendrill Indonesia
- Directorate Of Revenue Intelligence - India
- Commonwealth Bank - Australia
- VISA Power Limited - India
- Kepco SPC Power Corporation, Philippines
- Georgia Ports Authority, United States
- Barasentosa Lestari - Indonesia
- Borneo Indobara - Indonesia
- Anglo American - United Kingdom
- Electricity Authority, New Zealand
- Therma Luzon, Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- Gujarat Mineral Development Corp Ltd - India
- PTC India Limited - India
- Planning Commission, India
- Thai Mozambique Logistica
- CIMB Investment Bank - Malaysia
- Grasim Industreis Ltd - India
- Oldendorff Carriers - Singapore
- Holcim Trading Pte Ltd - Singapore
- Parry Sugars Refinery, India
- Bahari Cakrawala Sebuku - Indonesia
- Petron Corporation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Manunggal Multi Energi - Indonesia
- GVK Power & Infra Limited - India
- Timah Investasi Mineral - Indoneisa
- Deloitte Consulting - India
- Sinarmas Energy and Mining - Indonesia
- GMR Energy Limited - India
- Cigading International Bulk Terminal - Indonesia
- Indonesian Coal Mining Association
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- The State Trading Corporation of India Ltd
- SMG Consultants - Indonesia
- Australian Coal Association
- Madhucon Powers Ltd - India
- Maheswari Brothers Coal Limited - India
- Meralco Power Generation, Philippines
- TeaM Sual Corporation - Philippines
- Wood Mackenzie - Singapore
- Bhushan Steel Limited - India
- Aditya Birla Group - India
- Mjunction Services Limited - India
- PNOC Exploration Corporation - Philippines
- Ministry of Mines - Canada
- Siam City Cement - Thailand
- Bhoruka Overseas - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Sarangani Energy Corporation, Philippines
- White Energy Company Limited
- Independent Power Producers Association of India
- Samtan Co., Ltd - South Korea
- Kobexindo Tractors - Indoneisa
- Global Green Power PLC Corporation, Philippines
- Posco Energy - South Korea
- Latin American Coal - Colombia
- Interocean Group of Companies - India
- ICICI Bank Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Singapore Mercantile Exchange
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Aboitiz Power Corporation - Philippines
- Indo Tambangraya Megah - Indonesia
- CNBM International Corporation - China
- New Zealand Coal & Carbon
- Bangladesh Power Developement Board
- India Bulls Power Limited - India
- Tata Chemicals Ltd - India
- Salva Resources Pvt Ltd - India
- Ministry of Transport, Egypt
- Karaikal Port Pvt Ltd - India
- Sical Logistics Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Price Waterhouse Coopers - Russia
- Malabar Cements Ltd - India
- Videocon Industries ltd - India
- Semirara Mining Corp, Philippines
- Xindia Steels Limited - India
- Orica Australia Pty. Ltd.
- Riau Bara Harum - Indonesia
- Standard Chartered Bank - UAE
- Power Finance Corporation Ltd., India
- Africa Commodities Group - South Africa
- Coalindo Energy - Indonesia
- Vizag Seaport Private Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Miang Besar Coal Terminal - Indonesia
- Kartika Selabumi Mining - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Krishnapatnam Port Company Ltd. - India
- Australian Commodity Traders Exchange
- Bhatia International Limited - India
- Savvy Resources Ltd - HongKong
- Jaiprakash Power Ventures ltd
- Coastal Gujarat Power Limited - India
- Chamber of Mines of South Africa
- Baramulti Group, Indonesia
- Sindya Power Generating Company Private Ltd
- Ceylon Electricity Board - Sri Lanka
- Makarim & Taira - Indonesia
- Sojitz Corporation - Japan
- Metalloyd Limited - United Kingdom
- Gujarat Sidhee Cement - India
- South Luzon Thermal Energy Corporation
- Parliament of New Zealand
- Bulk Trading Sa - Switzerland
- Minerals Council of Australia
- Kohat Cement Company Ltd. - Pakistan
- The Treasury - Australian Government
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Pendopo Energi Batubara - Indonesia
- International Coal Ventures Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Ind-Barath Power Infra Limited - India
- Iligan Light & Power Inc, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ambuja Cements Ltd - India
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