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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, 02 February 24
DRY BULK MARKET: THE DOWNWARD REVISION IN THE GROWTH OF CAPESIZE TONNE DAYS IN JANUARY WITH THE BCI DROPPING - MARIA BERTZELETOU
In the last week of January, the dry freight market sustained weakness in the Capesize segment, while the number of ballasters in the Southeast (SE ...
Friday, 02 February 24
COAL INDIA ACHIEVES NEARLY 80% OF ITS FY24 PRODUCTION TARGET IN TEN MONTHS - CNBCTV18
For the month of January, the company’s production grew by 9.1% from the same period last year to 78.4 Million Tonnes (MT), from 71.9 MT last ...
Thursday, 01 February 24
CHINA'S WIND, SOLAR CAPACITY TO OVERTAKE COAL IN 2024 - INDUSTRY BODY, REUTERS REPORTED
China’s installed wind and solar capacity is expected to overtake coal for the first time this year, according to industry forecasts.
&nb ...
Thursday, 01 February 24
ANTI-DEDUCTION CLAUSES: CAN A CHARTERER WITHHOLD HIRE WITHOUT AN OWNER'S CONSENT? - SKULD
KNOWLEDGE TO ELEVATE
Summary
In The Anna Dorothea, the Court found that where a charterparty provides that no deduction from hire may be m ...
Thursday, 01 February 24
INDIA REBUILDS COAL STOCKS TO ENSURE ELECTRIC RELIABILITY - REUTERS
India’s electricity supply is much more comfortable at the start of 2024 than in either 2023 or 2022 as coal production has ramped up and the ...
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Showing 41 to 45 news of total 6871 |
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- Siam City Cement PLC, Thailand
- SMG Consultants - Indonesia
- Siam City Cement - Thailand
- VISA Power Limited - India
- Indo Tambangraya Megah - Indonesia
- Iligan Light & Power Inc, Philippines
- Borneo Indobara - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Port Waratah Coal Services - Australia
- TNB Fuel Sdn Bhd - Malaysia
- Bhoruka Overseas - Indonesia
- Rio Tinto Coal - Australia
- Indonesian Coal Mining Association
- Asia Pacific Energy Resources Ventures Inc, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Manunggal Multi Energi - Indonesia
- Heidelberg Cement - Germany
- Mercator Lines Limited - India
- MS Steel International - UAE
- PowerSource Philippines DevCo
- OPG Power Generation Pvt Ltd - India
- Latin American Coal - Colombia
- Aboitiz Power Corporation - Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Tamil Nadu electricity Board
- Standard Chartered Bank - UAE
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sakthi Sugars Limited - India
- Krishnapatnam Port Company Ltd. - India
- Dalmia Cement Bharat India
- Attock Cement Pakistan Limited
- PNOC Exploration Corporation - Philippines
- Bukit Makmur.PT - Indonesia
- Wilmar Investment Holdings
- Indian Energy Exchange, India
- Savvy Resources Ltd - HongKong
- San Jose City I Power Corp, Philippines
- New Zealand Coal & Carbon
- Minerals Council of Australia
- GAC Shipping (India) Pvt Ltd
- Directorate Of Revenue Intelligence - India
- Energy Link Ltd, New Zealand
- Malabar Cements Ltd - India
- Power Finance Corporation Ltd., India
- Metalloyd Limited - United Kingdom
- The University of Queensland
- Directorate General of MIneral and Coal - Indonesia
- Coalindo Energy - Indonesia
- Coal and Oil Company - UAE
- Larsen & Toubro Limited - India
- Straits Asia Resources Limited - Singapore
- Ceylon Electricity Board - Sri Lanka
- Kaltim Prima Coal - Indonesia
- Kobexindo Tractors - Indoneisa
- Global Business Power Corporation, Philippines
- IHS Mccloskey Coal Group - USA
- Leighton Contractors Pty Ltd - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Medco Energi Mining Internasional
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Central Java Power - Indonesia
- Economic Council, Georgia
- Karbindo Abesyapradhi - Indoneisa
- Carbofer General Trading SA - India
- Sarangani Energy Corporation, Philippines
- Oldendorff Carriers - Singapore
- Timah Investasi Mineral - Indoneisa
- Semirara Mining Corp, Philippines
- Independent Power Producers Association of India
- Sindya Power Generating Company Private Ltd
- Edison Trading Spa - Italy
- IEA Clean Coal Centre - UK
- GMR Energy Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Renaissance Capital - South Africa
- Maheswari Brothers Coal Limited - India
- Aditya Birla Group - India
- Sojitz Corporation - Japan
- Orica Mining Services - Indonesia
- Videocon Industries ltd - India
- Kepco SPC Power Corporation, Philippines
- Ministry of Finance - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Merrill Lynch Commodities Europe
- Australian Commodity Traders Exchange
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Tata Chemicals Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Cement Manufacturers Association - India
- Interocean Group of Companies - India
- Marubeni Corporation - India
- CNBM International Corporation - China
- Chettinad Cement Corporation Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Bukit Baiduri Energy - Indonesia
- Bhushan Steel Limited - India
- Jaiprakash Power Ventures ltd
- Energy Development Corp, Philippines
- Chamber of Mines of South Africa
- Agrawal Coal Company - India
- Kohat Cement Company Ltd. - Pakistan
- Global Green Power PLC Corporation, Philippines
- AsiaOL BioFuels Corp., Philippines
- Bayan Resources Tbk. - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Wood Mackenzie - Singapore
- Mercuria Energy - Indonesia
- Star Paper Mills Limited - India
- Thai Mozambique Logistica
- Petron Corporation, Philippines
- Bhatia International Limited - India
- Globalindo Alam Lestari - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Meralco Power Generation, Philippines
- Lanco Infratech Ltd - India
- Indogreen Group - Indonesia
- Samtan Co., Ltd - South Korea
- Binh Thuan Hamico - Vietnam
- Orica Australia Pty. Ltd.
- Kalimantan Lumbung Energi - Indonesia
- Thiess Contractors Indonesia
- Toyota Tsusho Corporation, Japan
- Intertek Mineral Services - Indonesia
- White Energy Company Limited
- Price Waterhouse Coopers - Russia
- Banpu Public Company Limited - Thailand
- Salva Resources Pvt Ltd - India
- Posco Energy - South Korea
- Bukit Asam (Persero) Tbk - Indonesia
- LBH Netherlands Bv - Netherlands
- Offshore Bulk Terminal Pte Ltd, Singapore
- Eastern Energy - Thailand
- Therma Luzon, Inc, Philippines
- McConnell Dowell - Australia
- Commonwealth Bank - Australia
- Miang Besar Coal Terminal - Indonesia
- Kartika Selabumi Mining - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Pendopo Energi Batubara - Indonesia
- Barasentosa Lestari - Indonesia
- Coastal Gujarat Power Limited - India
- SN Aboitiz Power Inc, Philippines
- Australian Coal Association
- Cigading International Bulk Terminal - Indonesia
- Karaikal Port Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Deloitte Consulting - India
- Kapuas Tunggal Persada - Indonesia
- Vizag Seaport Private Limited - India
- Baramulti Group, Indonesia
- Vedanta Resources Plc - India
- London Commodity Brokers - England
- Uttam Galva Steels Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Jorong Barutama Greston.PT - Indonesia
- Essar Steel Hazira Ltd - India
- Ministry of Transport, Egypt
- Mjunction Services Limited - India
- Sical Logistics Limited - India
- International Coal Ventures Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- PetroVietnam Power Coal Import and Supply Company
- Bulk Trading Sa - Switzerland
- ASAPP Information Group - India
- Bahari Cakrawala Sebuku - Indonesia
- Sree Jayajothi Cements Limited - India
- South Luzon Thermal Energy Corporation
- ICICI Bank Limited - India
- Ambuja Cements Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Mintek Dendrill Indonesia
- Indian Oil Corporation Limited
- Xindia Steels Limited - India
- SMC Global Power, Philippines
- Madhucon Powers Ltd - India
- GVK Power & Infra Limited - India
- Kideco Jaya Agung - Indonesia
- Gujarat Sidhee Cement - India
- Antam Resourcindo - Indonesia
- Riau Bara Harum - Indonesia
- Simpson Spence & Young - Indonesia
- Formosa Plastics Group - Taiwan
- Global Coal Blending Company Limited - Australia
- Trasteel International SA, Italy
- Electricity Authority, New Zealand
- The State Trading Corporation of India Ltd
- Ministry of Mines - Canada
- Jindal Steel & Power Ltd - India
- Makarim & Taira - Indonesia
- Anglo American - United Kingdom
- Parry Sugars Refinery, India
- Semirara Mining and Power Corporation, Philippines
- Electricity Generating Authority of Thailand
- CIMB Investment Bank - Malaysia
- The Treasury - Australian Government
- Goldman Sachs - Singapore
- European Bulk Services B.V. - Netherlands
- Gujarat Mineral Development Corp Ltd - India
- Eastern Coal Council - USA
- Grasim Industreis Ltd - India
- Georgia Ports Authority, United States
- Parliament of New Zealand
- TeaM Sual Corporation - Philippines
- India Bulls Power Limited - India
- Bharathi Cement Corporation - India
- Indika Energy - Indonesia
- Bangladesh Power Developement Board
- Planning Commission, India
- Alfred C Toepfer International GmbH - Germany
- Romanian Commodities Exchange
- Africa Commodities Group - South Africa
- Singapore Mercantile Exchange
- Kumho Petrochemical, South Korea
- Central Electricity Authority - India
- Ind-Barath Power Infra Limited - India
- PTC India Limited - India
- Meenaskhi Energy Private Limited - India
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