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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, 23 February 24
STRONG OUTLOOK FOR THE TANKER MARKET IN 2024 AND BEYOND - DNV
Several factors have aligned over the past two years to create a robust and profitable market for tanker owners, which is expected to drive newbuil ...
Friday, 23 February 24
AUSTRALIAN COAL FLOWS TO ASIA HOVER ABOVE LAST YEAR’S VOLUME TONNES - SIGNAL GROUP
In the final days of February, the dry bulk freight market appeared to maintain a relatively stable momentum, particularly evident in the large ves ...
Friday, 23 February 24
RUSSIAN COAL SHIPMENTS FALL 14% AS SANCTIONS BITE - BIMCO
During the first seven weeks of 2024, Russian coal shipments have fallen 14% y/y. Volumes have gradually declined since October 2023 when logistica ...
Thursday, 22 February 24
BIMCO PUBLISHES SHIP FINANCING FORMS TO ENSURE UNINTERRUPTED USE OF SHIPS
BIMCO has published two standard Quiet Enjoyment Letters (QELs), the first standard form QELs available to the industry, to offer a tool that can e ...
Monday, 19 February 24
METALS INVESTMENT: THE DARKEST HOUR IS JUST BEFORE THE DAWN - WOOD MACKENZIE
Things often seem at their worst just before they get better. In terms of meeting our net zero 2050 scenario, we’ve reached a watershed momen ...
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Showing 31 to 35 news of total 6871 |
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- Parry Sugars Refinery, India
- Savvy Resources Ltd - HongKong
- South Luzon Thermal Energy Corporation
- Jindal Steel & Power Ltd - India
- Wilmar Investment Holdings
- Aboitiz Power Corporation - Philippines
- Agrawal Coal Company - India
- Indian Energy Exchange, India
- Petron Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Trasteel International SA, Italy
- Banpu Public Company Limited - Thailand
- Interocean Group of Companies - India
- Electricity Authority, New Zealand
- Neyveli Lignite Corporation Ltd, - India
- Edison Trading Spa - Italy
- Indian Oil Corporation Limited
- IEA Clean Coal Centre - UK
- Wood Mackenzie - Singapore
- Rio Tinto Coal - Australia
- Chettinad Cement Corporation Ltd - India
- The University of Queensland
- Karbindo Abesyapradhi - Indoneisa
- Kapuas Tunggal Persada - Indonesia
- Thai Mozambique Logistica
- Holcim Trading Pte Ltd - Singapore
- India Bulls Power Limited - India
- Dalmia Cement Bharat India
- Malabar Cements Ltd - India
- Semirara Mining Corp, Philippines
- Eastern Energy - Thailand
- CIMB Investment Bank - Malaysia
- Petrochimia International Co. Ltd.- Taiwan
- Parliament of New Zealand
- Central Java Power - Indonesia
- Economic Council, Georgia
- Toyota Tsusho Corporation, Japan
- The Treasury - Australian Government
- Vedanta Resources Plc - India
- Jaiprakash Power Ventures ltd
- Port Waratah Coal Services - Australia
- OPG Power Generation Pvt Ltd - India
- Eastern Coal Council - USA
- Mercator Lines Limited - India
- Price Waterhouse Coopers - Russia
- Gujarat Sidhee Cement - India
- Siam City Cement PLC, Thailand
- SMC Global Power, Philippines
- Samtan Co., Ltd - South Korea
- IHS Mccloskey Coal Group - USA
- PNOC Exploration Corporation - Philippines
- Straits Asia Resources Limited - Singapore
- Marubeni Corporation - India
- Karaikal Port Pvt Ltd - India
- Minerals Council of Australia
- Iligan Light & Power Inc, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Baramulti Group, Indonesia
- Videocon Industries ltd - India
- PowerSource Philippines DevCo
- Bharathi Cement Corporation - India
- Pipit Mutiara Jaya. PT, Indonesia
- Indogreen Group - Indonesia
- Makarim & Taira - Indonesia
- Ambuja Cements Ltd - India
- Carbofer General Trading SA - India
- Cement Manufacturers Association - India
- McConnell Dowell - Australia
- TNB Fuel Sdn Bhd - Malaysia
- Metalloyd Limited - United Kingdom
- Coal and Oil Company - UAE
- Asmin Koalindo Tuhup - Indonesia
- Gujarat Electricity Regulatory Commission - India
- AsiaOL BioFuels Corp., Philippines
- Alfred C Toepfer International GmbH - Germany
- Indika Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Leighton Contractors Pty Ltd - Australia
- ICICI Bank Limited - India
- Simpson Spence & Young - Indonesia
- Borneo Indobara - Indonesia
- Sree Jayajothi Cements Limited - India
- Indonesian Coal Mining Association
- Kaltim Prima Coal - Indonesia
- Salva Resources Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Power Finance Corporation Ltd., India
- Bukit Makmur.PT - Indonesia
- Orica Mining Services - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Manunggal Multi Energi - Indonesia
- PTC India Limited - India
- SN Aboitiz Power Inc, Philippines
- Romanian Commodities Exchange
- Energy Link Ltd, New Zealand
- Ceylon Electricity Board - Sri Lanka
- Maharashtra Electricity Regulatory Commission - India
- Mercuria Energy - Indonesia
- Australian Commodity Traders Exchange
- Globalindo Alam Lestari - Indonesia
- Essar Steel Hazira Ltd - India
- Energy Development Corp, Philippines
- Billiton Holdings Pty Ltd - Australia
- Global Business Power Corporation, Philippines
- Medco Energi Mining Internasional
- Coastal Gujarat Power Limited - India
- Xindia Steels Limited - India
- Kumho Petrochemical, South Korea
- Barasentosa Lestari - Indonesia
- Attock Cement Pakistan Limited
- Singapore Mercantile Exchange
- Mintek Dendrill Indonesia
- GAC Shipping (India) Pvt Ltd
- Rashtriya Ispat Nigam Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Posco Energy - South Korea
- Commonwealth Bank - Australia
- Ind-Barath Power Infra Limited - India
- Aditya Birla Group - India
- Vijayanagar Sugar Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Global Coal Blending Company Limited - Australia
- Sindya Power Generating Company Private Ltd
- Bukit Asam (Persero) Tbk - Indonesia
- ASAPP Information Group - India
- Sojitz Corporation - Japan
- Kartika Selabumi Mining - Indonesia
- Meralco Power Generation, Philippines
- Thiess Contractors Indonesia
- Australian Coal Association
- Chamber of Mines of South Africa
- Antam Resourcindo - Indonesia
- San Jose City I Power Corp, Philippines
- European Bulk Services B.V. - Netherlands
- Tata Chemicals Ltd - India
- Goldman Sachs - Singapore
- Formosa Plastics Group - Taiwan
- New Zealand Coal & Carbon
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Jorong Barutama Greston.PT - Indonesia
- Coalindo Energy - Indonesia
- Binh Thuan Hamico - Vietnam
- Georgia Ports Authority, United States
- Offshore Bulk Terminal Pte Ltd, Singapore
- Cigading International Bulk Terminal - Indonesia
- International Coal Ventures Pvt Ltd - India
- MS Steel International - UAE
- Sarangani Energy Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Madhucon Powers Ltd - India
- LBH Netherlands Bv - Netherlands
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sical Logistics Limited - India
- Indo Tambangraya Megah - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Oldendorff Carriers - Singapore
- Larsen & Toubro Limited - India
- Ministry of Transport, Egypt
- Siam City Cement - Thailand
- White Energy Company Limited
- The State Trading Corporation of India Ltd
- Ministry of Mines - Canada
- Standard Chartered Bank - UAE
- Renaissance Capital - South Africa
- SMG Consultants - Indonesia
- Latin American Coal - Colombia
- Kobexindo Tractors - Indoneisa
- London Commodity Brokers - England
- Altura Mining Limited, Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Sakthi Sugars Limited - India
- Planning Commission, India
- Vizag Seaport Private Limited - India
- Merrill Lynch Commodities Europe
- Bangladesh Power Developement Board
- GN Power Mariveles Coal Plant, Philippines
- Heidelberg Cement - Germany
- Bulk Trading Sa - Switzerland
- Orica Australia Pty. Ltd.
- Timah Investasi Mineral - Indoneisa
- Maheswari Brothers Coal Limited - India
- Ministry of Finance - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Directorate Of Revenue Intelligence - India
- Deloitte Consulting - India
- Uttam Galva Steels Limited - India
- Riau Bara Harum - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- CNBM International Corporation - China
- Therma Luzon, Inc, Philippines
- Kideco Jaya Agung - Indonesia
- Kepco SPC Power Corporation, Philippines
- Star Paper Mills Limited - India
- Tamil Nadu electricity Board
- Anglo American - United Kingdom
- Bahari Cakrawala Sebuku - Indonesia
- Intertek Mineral Services - Indonesia
- GMR Energy Limited - India
- Mjunction Services Limited - India
- Bukit Baiduri Energy - Indonesia
- Meenaskhi Energy Private Limited - India
- Independent Power Producers Association of India
- VISA Power Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Africa Commodities Group - South Africa
- Bhushan Steel Limited - India
- Lanco Infratech Ltd - India
- GVK Power & Infra Limited - India
- Bhatia International Limited - India
- Bhoruka Overseas - Indonesia
- Central Electricity Authority - India
- Global Green Power PLC Corporation, Philippines
- Grasim Industreis Ltd - India
- Electricity Generating Authority of Thailand
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