---
title: "Materials"
url: https://independentstockanalysis.com/materials/
description: "What to make of the latest round of Chinese data at FT Alphaville . “ September Chinese exports came in +9.9% Y/Y, while imports were +2.4% higher…"
published: 2012-10-15
updated: 2012-10-15
---

# Materials

Published 2012-10-15

Posted on

by

J.J. Butler

What to make of the latest round of Chinese data at [FT Alphaville](http://ftalphaville.ft.com/2012/10/15/1208851/what-to-make-of-the-latest-round-of-chinese-data/).

“**September Chinese exports came in +9.9% Y/Y, while imports were +2.4% higher.** However, the larger than expected increase in exports was due to shipments being made ahead of the week long holiday. Chinese manufacturers/exporters are still facing significant problems” at [Ritholtz](http://www.ritholtz.com/blog/2012/10/better-chinese-data/?utm_source=dlvr.it&utm_medium=twitter).

The modest rebound in iron prices…restocking? [FT Alphaville](http://ftalphaville.ft.com/2012/10/15/1202601/why-iron-ore-prices-are-rebounding/?utm_source=dlvr.it&utm_medium=twitter)

Bullish on copper: [Mining](http://www.mining.com/web/copper-shenanigans-from-beijing-2/).

About the Shanghai index ready: [Kimble](http://blog.kimblechartingsolutions.com/wp-content/uploads/2012/10/joefridayshanghaibreaksabovefallingresistanceoct121.gif). Basic Material stocks also at [Kimble](http://blog.kimblechartingsolutions.com/wp-content/uploads/2012/10/iymneedhelpoct11.gif).

India’s SAIL keen to acquire coking coal assets, upbeat on steel demand at [Platts](http://platts.com/RSSFeedDetailedNews/RSSFeed/Coal/7156148).

China’s September coal exports fall 56% on year to 530,000 mt at [Platts](http://platts.com/RSSFeedDetailedNews/RSSFeed/Coal/7156015).

“Global thermal coal prices are likely to rise in the current quarter on winter restocking in the Northern Hemisphere, UBS forecast Monday.” [Platts](http://platts.com/RSSFeedDetailedNews/RSSFeed/Coal/7155690)

CONSOL is a large, respected low cost and conservative U.S. coal name who had a difficult [third quarter](http://phoenix.corporate-ir.net/phoenix.zhtml?c=66439&p=irol-newsArticle&ID=1745089&highlight=).