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Tuesday, 30 May 17
MARKET ANALYSIS - GEORGE LAZARIDIS
 Despite the fair performance that has been noted in the Chinese economy over the past 5 months, we have started to see an increase in the skepticism and fear as to the upcoming prospects of the world’s second largest economy. In part the majority of this emerging sentiment has to do with some of the most recent figures coming out of China with regards to its imports, urging many to take further weight onto the idea that the recent tightening of financing and clearing out of excesses by the government has likely starting to lead to a further slowdown that has only just started to show face, said George Lazaridis of Allied Shipping in his latest weekly report.
Furthermore, it seems as though many have rushed to embrace this as a scenario, feeding with their preconceptions that the excessive debt problem in China and the bubble effects they have been mentioning several times over the past years in terms of real estate and financial markets have started to play their part.
Allied Shipping’s analyst further noted that often with these latter preconceptions is the connection with what we have seen historically in other emerging markets in the past and the most usual comparison is that of the course we witnessed back in the 1980’s in Japan’s economy. With the number of similarities now increasing even further as to how Japan’s economy failed before the bubble collapsed and the figures coming out of China today. China just like Japan back then, is now the world’s second-largest economy, supplying just over 20% of US imports (just as Japan did back in the 80’s) and providing 40 percent of the global economy’s annual growth. More importantly, many of the similarities relate to the debt held, with China’s total debt now holding at 2505 of GDP and non-financial corporate debt-to-GDP ratio reaching a total of 155%. To many the similarities are too great, confirming their affirmation that China’s economic behavior as a bubble-like market is unlikely to end well.
The analyst further said in his report, there are however some very notable differences. Chinese investment outside of China has not been limited to snapping up of western real estate and large corporations. Being an economy largely directed by its government with firm planning, there has been a great deal of investment that has taken place which is more in line with the policies undertaken by the United States in the start of the 20th Century, with a focus on securing raw resources as well as helping to beef up satellite emerging markets that could prove to be future consumers of its large-scale exports. At the same time, a large percentage of its economy is still in the grips of the government, as such allowing for more gradual smoothing and corrections to be made rather than a full out bubble burst. Obviously, this hasn’t always worked perfectly as the collapse of its stock market bubble in 2015 testifies. It seems as though there is a whole lot of investment being undertaken that has yet to bear fruits from which a more stable picture of the Chinese economy can emerge, yet as you look at the course of its market’s focus over the past 10 years, it has shown an ability to maneuver its targets and focus and find sources of growth beyond just the major developed economies such as the U.S. and Europe.
For the time being there has been a slowdown compared to the record production and import levels that were being noted earlier in the year, yet its engine of growth seems to still have plenty more momentum to go on at least for the near-term. Even if these fears are founded, it does not seem to be something of major concern, for now, he concluded.
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Friday, 22 March 24
CASE STUDY: DANGERS OF COAL CARGO - SKULD
Recently, a bulk cargo vessel carrying coal from South Africa to Singapore suffered a fatal accident, resulting in the deaths of three crew members ...
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 ...
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- Siam City Cement PLC, Thailand
- GN Power Mariveles Coal Plant, Philippines
- Global Green Power PLC Corporation, Philippines
- Australian Commodity Traders Exchange
- Minerals Council of Australia
- Trasteel International SA, Italy
- Petrochimia International Co. Ltd.- Taiwan
- Directorate General of MIneral and Coal - Indonesia
- India Bulls Power Limited - India
- Baramulti Group, Indonesia
- Kepco SPC Power Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- Thiess Contractors Indonesia
- Latin American Coal - Colombia
- San Jose City I Power Corp, Philippines
- Indian Energy Exchange, India
- Australian Coal Association
- AsiaOL BioFuels Corp., Philippines
- Kalimantan Lumbung Energi - Indonesia
- Bharathi Cement Corporation - India
- Coastal Gujarat Power Limited - India
- Tata Chemicals Ltd - India
- Energy Link Ltd, New Zealand
- Kartika Selabumi Mining - Indonesia
- Indonesian Coal Mining Association
- Timah Investasi Mineral - Indoneisa
- Meralco Power Generation, Philippines
- South Luzon Thermal Energy Corporation
- Antam Resourcindo - Indonesia
- Indo Tambangraya Megah - Indonesia
- Carbofer General Trading SA - India
- PNOC Exploration Corporation - Philippines
- SMC Global Power, Philippines
- Essar Steel Hazira Ltd - India
- Parry Sugars Refinery, India
- Bulk Trading Sa - Switzerland
- Cigading International Bulk Terminal - Indonesia
- Sarangani Energy Corporation, Philippines
- Medco Energi Mining Internasional
- Sinarmas Energy and Mining - Indonesia
- Bhatia International Limited - India
- Coal and Oil Company - UAE
- ICICI Bank Limited - India
- Bayan Resources Tbk. - Indonesia
- Mercuria Energy - Indonesia
- SN Aboitiz Power Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Mintek Dendrill Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Sakthi Sugars Limited - India
- Larsen & Toubro Limited - India
- IHS Mccloskey Coal Group - USA
- Aditya Birla Group - India
- Vedanta Resources Plc - India
- Manunggal Multi Energi - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Semirara Mining Corp, Philippines
- Globalindo Alam Lestari - Indonesia
- Salva Resources Pvt Ltd - India
- Merrill Lynch Commodities Europe
- Holcim Trading Pte Ltd - Singapore
- New Zealand Coal & Carbon
- Videocon Industries ltd - India
- Power Finance Corporation Ltd., India
- McConnell Dowell - Australia
- Economic Council, Georgia
- Jorong Barutama Greston.PT - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Billiton Holdings Pty Ltd - Australia
- Indian Oil Corporation Limited
- Eastern Coal Council - USA
- Bahari Cakrawala Sebuku - Indonesia
- Deloitte Consulting - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ind-Barath Power Infra Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Planning Commission, India
- Krishnapatnam Port Company Ltd. - India
- Electricity Authority, New Zealand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Electricity Generating Authority of Thailand
- Central Electricity Authority - India
- Ministry of Mines - Canada
- Toyota Tsusho Corporation, Japan
- Port Waratah Coal Services - Australia
- Neyveli Lignite Corporation Ltd, - India
- Therma Luzon, Inc, Philippines
- Vizag Seaport Private Limited - India
- Oldendorff Carriers - Singapore
- Makarim & Taira - Indonesia
- GAC Shipping (India) Pvt Ltd
- Edison Trading Spa - Italy
- Indogreen Group - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Samtan Co., Ltd - South Korea
- Riau Bara Harum - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Mjunction Services Limited - India
- Siam City Cement - Thailand
- Posco Energy - South Korea
- PowerSource Philippines DevCo
- Vijayanagar Sugar Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Parliament of New Zealand
- Intertek Mineral Services - Indonesia
- Barasentosa Lestari - Indonesia
- Global Business Power Corporation, Philippines
- Pendopo Energi Batubara - Indonesia
- Xindia Steels Limited - India
- Marubeni Corporation - India
- Energy Development Corp, Philippines
- Eastern Energy - Thailand
- Grasim Industreis Ltd - India
- Straits Asia Resources Limited - Singapore
- Formosa Plastics Group - Taiwan
- SMG Consultants - Indonesia
- Bhushan Steel Limited - India
- TeaM Sual Corporation - Philippines
- Borneo Indobara - Indonesia
- MS Steel International - UAE
- Bukit Makmur.PT - Indonesia
- Rio Tinto Coal - Australia
- Anglo American - United Kingdom
- Gujarat Electricity Regulatory Commission - India
- Attock Cement Pakistan Limited
- Price Waterhouse Coopers - Russia
- IEA Clean Coal Centre - UK
- Semirara Mining and Power Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- Petron Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Asmin Koalindo Tuhup - Indonesia
- PTC India Limited - India
- CNBM International Corporation - China
- ASAPP Information Group - India
- Standard Chartered Bank - UAE
- Sical Logistics Limited - India
- Kumho Petrochemical, South Korea
- Independent Power Producers Association of India
- VISA Power Limited - India
- Interocean Group of Companies - India
- International Coal Ventures Pvt Ltd - India
- Romanian Commodities Exchange
- Star Paper Mills Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Uttam Galva Steels Limited - India
- Dalmia Cement Bharat India
- Heidelberg Cement - Germany
- Iligan Light & Power Inc, Philippines
- Banpu Public Company Limited - Thailand
- CIMB Investment Bank - Malaysia
- Miang Besar Coal Terminal - Indonesia
- The State Trading Corporation of India Ltd
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Thai Mozambique Logistica
- Leighton Contractors Pty Ltd - Australia
- Ministry of Transport, Egypt
- Chettinad Cement Corporation Ltd - India
- The University of Queensland
- Directorate Of Revenue Intelligence - India
- Kideco Jaya Agung - Indonesia
- Malabar Cements Ltd - India
- Sindya Power Generating Company Private Ltd
- Sree Jayajothi Cements Limited - India
- Savvy Resources Ltd - HongKong
- Indika Energy - Indonesia
- Altura Mining Limited, Indonesia
- European Bulk Services B.V. - Netherlands
- GMR Energy Limited - India
- The Treasury - Australian Government
- Ambuja Cements Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Cement Manufacturers Association - India
- Maheswari Brothers Coal Limited - India
- Lanco Infratech Ltd - India
- Meenaskhi Energy Private Limited - India
- Wood Mackenzie - Singapore
- Wilmar Investment Holdings
- Sojitz Corporation - Japan
- Jaiprakash Power Ventures ltd
- Bangladesh Power Developement Board
- Georgia Ports Authority, United States
- Ministry of Finance - Indonesia
- OPG Power Generation Pvt Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bhoruka Overseas - Indonesia
- Kaltim Prima Coal - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Commonwealth Bank - Australia
- White Energy Company Limited
- Jindal Steel & Power Ltd - India
- Orica Australia Pty. Ltd.
- Binh Thuan Hamico - Vietnam
- Simpson Spence & Young - Indonesia
- Singapore Mercantile Exchange
- Renaissance Capital - South Africa
- Coalindo Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- Tamil Nadu electricity Board
- Madhucon Powers Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Gujarat Sidhee Cement - India
- Global Coal Blending Company Limited - Australia
- Agrawal Coal Company - India
- Goldman Sachs - Singapore
- Chamber of Mines of South Africa
- Central Java Power - Indonesia
- London Commodity Brokers - England
- Africa Commodities Group - South Africa
- Mercator Lines Limited - India
- Orica Mining Services - Indonesia
- Aboitiz Power Corporation - Philippines
- GVK Power & Infra Limited - India
- Ceylon Electricity Board - Sri Lanka
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