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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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Tuesday, 13 February 24
WHAT IS THE OUTLOOK FOR THE NATURAL GAS SPOT PRICE IN 2024 AND 2025? EIA
We expect the U.S. benchmark Henry Hub natural gas spot price to average higher in 2024 and 2025 than in 2023, but to remain lower than $3.00 per m ...
Monday, 12 February 24
US THERMAL COAL EXPORTS HIT 5-YEAR HIGHS AND TOP $5 BLN IN 2023 - REUTERS
United States exporters of thermal coal earned more than $5 billion in 2023 as they shipped out more than 32.5 million metric tons of the high-poll ...
Tuesday, 06 February 24
NEW E-FUELS PROJECT TO MAKE INTERNATIONAL SHIPPING CLIMATE-NEUTRAL - RINA
Transport and trade on the ocean blue must be made much greener. This is the goal of the new €17 million European GAMMA project, where compani ...
Tuesday, 06 February 24
INDIA SEES ANNUAL COAL OUTPUT UP 10.9% IN 2024/25 - REUTERS
India expects domestic coal output to increase by 10.9% to 1.13 billion metric tons in the fiscal year ending March 2025, a senior government offic ...
Tuesday, 06 February 24
INDIA'S COAL PRODUCTION INCREASES BY 10.3% TO 99.73 MILLION TONNE IN JANUARY - PTI
The country’s coal output rose 10.3 per cent to 99.73 Million Tonne (MT) in January, over the same month in the previous fiscal.
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- Vizag Seaport Private Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Manunggal Multi Energi - Indonesia
- Georgia Ports Authority, United States
- Kepco SPC Power Corporation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Bukit Baiduri Energy - Indonesia
- Price Waterhouse Coopers - Russia
- Wilmar Investment Holdings
- Asmin Koalindo Tuhup - Indonesia
- Xindia Steels Limited - India
- Metalloyd Limited - United Kingdom
- Savvy Resources Ltd - HongKong
- The State Trading Corporation of India Ltd
- PNOC Exploration Corporation - Philippines
- Central Java Power - Indonesia
- Bharathi Cement Corporation - India
- Sojitz Corporation - Japan
- Kumho Petrochemical, South Korea
- Singapore Mercantile Exchange
- Gujarat Sidhee Cement - India
- Bhoruka Overseas - Indonesia
- Aboitiz Power Corporation - Philippines
- Petron Corporation, Philippines
- Eastern Energy - Thailand
- Deloitte Consulting - India
- Indonesian Coal Mining Association
- Iligan Light & Power Inc, Philippines
- India Bulls Power Limited - India
- Orica Mining Services - Indonesia
- Kartika Selabumi Mining - Indonesia
- Directorate Of Revenue Intelligence - India
- Larsen & Toubro Limited - India
- Edison Trading Spa - Italy
- Cigading International Bulk Terminal - Indonesia
- Kaltim Prima Coal - Indonesia
- Star Paper Mills Limited - India
- Chettinad Cement Corporation Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Ministry of Transport, Egypt
- Essar Steel Hazira Ltd - India
- Semirara Mining Corp, Philippines
- TeaM Sual Corporation - Philippines
- Alfred C Toepfer International GmbH - Germany
- Siam City Cement - Thailand
- Meralco Power Generation, Philippines
- CIMB Investment Bank - Malaysia
- Sical Logistics Limited - India
- Borneo Indobara - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Maheswari Brothers Coal Limited - India
- OPG Power Generation Pvt Ltd - India
- The University of Queensland
- Banpu Public Company Limited - Thailand
- GN Power Mariveles Coal Plant, Philippines
- Standard Chartered Bank - UAE
- Oldendorff Carriers - Singapore
- Pendopo Energi Batubara - Indonesia
- PTC India Limited - India
- Makarim & Taira - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Indogreen Group - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Anglo American - United Kingdom
- Africa Commodities Group - South Africa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bukit Makmur.PT - Indonesia
- Sree Jayajothi Cements Limited - India
- MS Steel International - UAE
- Billiton Holdings Pty Ltd - Australia
- Ambuja Cements Ltd - India
- VISA Power Limited - India
- Tamil Nadu electricity Board
- Bayan Resources Tbk. - Indonesia
- CNBM International Corporation - China
- Indian Energy Exchange, India
- Coastal Gujarat Power Limited - India
- Globalindo Alam Lestari - Indonesia
- Mintek Dendrill Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Posco Energy - South Korea
- Coalindo Energy - Indonesia
- Independent Power Producers Association of India
- Global Green Power PLC Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- Commonwealth Bank - Australia
- Jorong Barutama Greston.PT - Indonesia
- International Coal Ventures Pvt Ltd - India
- Orica Australia Pty. Ltd.
- Sinarmas Energy and Mining - Indonesia
- Therma Luzon, Inc, Philippines
- Renaissance Capital - South Africa
- Intertek Mineral Services - Indonesia
- Simpson Spence & Young - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Ind-Barath Power Infra Limited - India
- Ministry of Mines - Canada
- Dalmia Cement Bharat India
- Riau Bara Harum - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Miang Besar Coal Terminal - Indonesia
- Jaiprakash Power Ventures ltd
- Bangladesh Power Developement Board
- Energy Development Corp, Philippines
- Leighton Contractors Pty Ltd - Australia
- Timah Investasi Mineral - Indoneisa
- Lanco Infratech Ltd - India
- Mjunction Services Limited - India
- Indo Tambangraya Megah - Indonesia
- Videocon Industries ltd - India
- Economic Council, Georgia
- Minerals Council of Australia
- Romanian Commodities Exchange
- Global Coal Blending Company Limited - Australia
- Binh Thuan Hamico - Vietnam
- ASAPP Information Group - India
- Pipit Mutiara Jaya. PT, Indonesia
- Gujarat Electricity Regulatory Commission - India
- Parry Sugars Refinery, India
- Chamber of Mines of South Africa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Australian Commodity Traders Exchange
- Kapuas Tunggal Persada - Indonesia
- Mercator Lines Limited - India
- The Treasury - Australian Government
- Barasentosa Lestari - Indonesia
- Aditya Birla Group - India
- Antam Resourcindo - Indonesia
- Marubeni Corporation - India
- Goldman Sachs - Singapore
- London Commodity Brokers - England
- Merrill Lynch Commodities Europe
- PowerSource Philippines DevCo
- Port Waratah Coal Services - Australia
- Karbindo Abesyapradhi - Indoneisa
- Agrawal Coal Company - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Wood Mackenzie - Singapore
- Thai Mozambique Logistica
- Electricity Authority, New Zealand
- Indian Oil Corporation Limited
- Central Electricity Authority - India
- Energy Link Ltd, New Zealand
- Carbofer General Trading SA - India
- Electricity Generating Authority of Thailand
- SMG Consultants - Indonesia
- Malabar Cements Ltd - India
- Karaikal Port Pvt Ltd - India
- Sakthi Sugars Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Australian Coal Association
- Medco Energi Mining Internasional
- Thiess Contractors Indonesia
- Planning Commission, India
- Meenaskhi Energy Private Limited - India
- Grasim Industreis Ltd - India
- Indika Energy - Indonesia
- Bulk Trading Sa - Switzerland
- Baramulti Group, Indonesia
- Cement Manufacturers Association - India
- Formosa Plastics Group - Taiwan
- GMR Energy Limited - India
- Holcim Trading Pte Ltd - Singapore
- Ceylon Electricity Board - Sri Lanka
- Eastern Coal Council - USA
- Samtan Co., Ltd - South Korea
- Interocean Group of Companies - India
- Tata Chemicals Ltd - India
- Toyota Tsusho Corporation, Japan
- White Energy Company Limited
- Krishnapatnam Port Company Ltd. - India
- Vedanta Resources Plc - India
- Trasteel International SA, Italy
- Rashtriya Ispat Nigam Limited - India
- San Jose City I Power Corp, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- IEA Clean Coal Centre - UK
- Sarangani Energy Corporation, Philippines
- Uttam Galva Steels Limited - India
- SMC Global Power, Philippines
- Ministry of Finance - Indonesia
- GVK Power & Infra Limited - India
- South Luzon Thermal Energy Corporation
- Bhatia International Limited - India
- Gujarat Mineral Development Corp Ltd - India
- European Bulk Services B.V. - Netherlands
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Siam City Cement PLC, Thailand
- Bhushan Steel Limited - India
- GAC Shipping (India) Pvt Ltd
- Straits Asia Resources Limited - Singapore
- Kideco Jaya Agung - Indonesia
- Mercuria Energy - Indonesia
- Parliament of New Zealand
- Maharashtra Electricity Regulatory Commission - India
- Kohat Cement Company Ltd. - Pakistan
- Power Finance Corporation Ltd., India
- Latin American Coal - Colombia
- Sindya Power Generating Company Private Ltd
- ICICI Bank Limited - India
- Attock Cement Pakistan Limited
- Global Business Power Corporation, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Madhucon Powers Ltd - India
- Jindal Steel & Power Ltd - India
- LBH Netherlands Bv - Netherlands
- Rio Tinto Coal - Australia
- Coal and Oil Company - UAE
- Heidelberg Cement - Germany
- New Zealand Coal & Carbon
- McConnell Dowell - Australia
- SN Aboitiz Power Inc, Philippines
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