We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Tuesday, 23 January 18
OIL MARKET ANALYSIS - ALLIED
Brent oil futures hit a three year high on January 16th touching around USD 70.30 before falling back down to around USD 68.60 at the Time of this ...
Friday, 19 January 18
U.S. WEEKLY COAL OUTPUT WAS 13.5 MMST FOR THE WEEK ENDING JANUARY 13, EIA SAYS
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 13.5 million short tons ...
Thursday, 18 January 18
WORLD TRADE IN HARD COAL RISES BY 1.5% IN 2017 - KOHLENIMPORTEURE
Press Release: World Trade in Hard Coal Rises by 1.5% in 2017. German Steam Coal Imports Plummet by 15% in 2017 – in Contrast to Other Sector ...
Wednesday, 17 January 18
SHIPPING MARKET INSIGHT - INTERMODAL
As we are now well into the first month of 2018, the mood across the entire offshore industry undeniably remains rather positive following the oil ...
Monday, 15 January 18
THE FREIGHT RATES ARE EXPECTED TO BE FLAT TO WEAK THIS WEEK - VISTAAR
COALspot.com: The daily average earnings for Supramax, for the route Indonesia to India passing through Singapore has stayed firm, week over week, ...
|
|
|
Showing 1826 to 1830 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Tamil Nadu electricity Board
- Metalloyd Limited - United Kingdom
- Kartika Selabumi Mining - Indonesia
- Anglo American - United Kingdom
- Dalmia Cement Bharat India
- Jorong Barutama Greston.PT - Indonesia
- Jindal Steel & Power Ltd - India
- Samtan Co., Ltd - South Korea
- CIMB Investment Bank - Malaysia
- Cigading International Bulk Terminal - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Videocon Industries ltd - India
- Indonesian Coal Mining Association
- Coalindo Energy - Indonesia
- Global Green Power PLC Corporation, Philippines
- Ministry of Mines - Canada
- Power Finance Corporation Ltd., India
- Agrawal Coal Company - India
- Bayan Resources Tbk. - Indonesia
- Australian Coal Association
- Singapore Mercantile Exchange
- Ministry of Finance - Indonesia
- Tata Chemicals Ltd - India
- Posco Energy - South Korea
- Interocean Group of Companies - India
- The University of Queensland
- Kideco Jaya Agung - Indonesia
- Port Waratah Coal Services - Australia
- Star Paper Mills Limited - India
- PNOC Exploration Corporation - Philippines
- Ministry of Transport, Egypt
- European Bulk Services B.V. - Netherlands
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- PowerSource Philippines DevCo
- The Treasury - Australian Government
- Bharathi Cement Corporation - India
- Kobexindo Tractors - Indoneisa
- MS Steel International - UAE
- Semirara Mining and Power Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Bhushan Steel Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Makarim & Taira - Indonesia
- Altura Mining Limited, Indonesia
- Oldendorff Carriers - Singapore
- India Bulls Power Limited - India
- ICICI Bank Limited - India
- Grasim Industreis Ltd - India
- Energy Development Corp, Philippines
- Orica Mining Services - Indonesia
- Bulk Trading Sa - Switzerland
- Essar Steel Hazira Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Price Waterhouse Coopers - Russia
- Central Electricity Authority - India
- VISA Power Limited - India
- Australian Commodity Traders Exchange
- TeaM Sual Corporation - Philippines
- South Luzon Thermal Energy Corporation
- Electricity Authority, New Zealand
- International Coal Ventures Pvt Ltd - India
- Africa Commodities Group - South Africa
- Wood Mackenzie - Singapore
- Electricity Generating Authority of Thailand
- Xindia Steels Limited - India
- ASAPP Information Group - India
- Indika Energy - Indonesia
- Marubeni Corporation - India
- New Zealand Coal & Carbon
- Bank of Tokyo Mitsubishi UFJ Ltd
- Merrill Lynch Commodities Europe
- Asmin Koalindo Tuhup - Indonesia
- Binh Thuan Hamico - Vietnam
- Lanco Infratech Ltd - India
- Edison Trading Spa - Italy
- Formosa Plastics Group - Taiwan
- GMR Energy Limited - India
- Trasteel International SA, Italy
- Latin American Coal - Colombia
- Karaikal Port Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Kumho Petrochemical, South Korea
- Kapuas Tunggal Persada - Indonesia
- San Jose City I Power Corp, Philippines
- Indogreen Group - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Indian Energy Exchange, India
- TNB Fuel Sdn Bhd - Malaysia
- Ceylon Electricity Board - Sri Lanka
- CNBM International Corporation - China
- Parliament of New Zealand
- Aboitiz Power Corporation - Philippines
- Aditya Birla Group - India
- Indo Tambangraya Megah - Indonesia
- Parry Sugars Refinery, India
- Alfred C Toepfer International GmbH - Germany
- Bhatia International Limited - India
- Commonwealth Bank - Australia
- Wilmar Investment Holdings
- Goldman Sachs - Singapore
- Uttam Galva Steels Limited - India
- Maheswari Brothers Coal Limited - India
- Baramulti Group, Indonesia
- Global Coal Blending Company Limited - Australia
- Iligan Light & Power Inc, Philippines
- Siam City Cement PLC, Thailand
- Krishnapatnam Port Company Ltd. - India
- Sical Logistics Limited - India
- Savvy Resources Ltd - HongKong
- Miang Besar Coal Terminal - Indonesia
- Minerals Council of Australia
- Directorate Of Revenue Intelligence - India
- Deloitte Consulting - India
- Gujarat Electricity Regulatory Commission - India
- Sarangani Energy Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Mercator Lines Limited - India
- SMG Consultants - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Larsen & Toubro Limited - India
- Thai Mozambique Logistica
- Central Java Power - Indonesia
- McConnell Dowell - Australia
- Sree Jayajothi Cements Limited - India
- Medco Energi Mining Internasional
- Manunggal Multi Energi - Indonesia
- Riau Bara Harum - Indonesia
- Global Business Power Corporation, Philippines
- Simpson Spence & Young - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Karbindo Abesyapradhi - Indoneisa
- Malabar Cements Ltd - India
- Salva Resources Pvt Ltd - India
- Madhucon Powers Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- Ambuja Cements Ltd - India
- Jaiprakash Power Ventures ltd
- SN Aboitiz Power Inc, Philippines
- Eastern Energy - Thailand
- SMC Global Power, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Globalindo Alam Lestari - Indonesia
- Eastern Coal Council - USA
- Bahari Cakrawala Sebuku - Indonesia
- Vedanta Resources Plc - India
- Romanian Commodities Exchange
- Renaissance Capital - South Africa
- Bhoruka Overseas - Indonesia
- Bangladesh Power Developement Board
- Economic Council, Georgia
- Heidelberg Cement - Germany
- PTC India Limited - India
- Indian Oil Corporation Limited
- Borneo Indobara - Indonesia
- Coal and Oil Company - UAE
- Chettinad Cement Corporation Ltd - India
- Banpu Public Company Limited - Thailand
- Bukit Baiduri Energy - Indonesia
- Straits Asia Resources Limited - Singapore
- Kepco SPC Power Corporation, Philippines
- GVK Power & Infra Limited - India
- Gujarat Sidhee Cement - India
- LBH Netherlands Bv - Netherlands
- Intertek Mineral Services - Indonesia
- Carbofer General Trading SA - India
- London Commodity Brokers - England
- Independent Power Producers Association of India
- Therma Luzon, Inc, Philippines
- Planning Commission, India
- Toyota Tsusho Corporation, Japan
- AsiaOL BioFuels Corp., Philippines
- IEA Clean Coal Centre - UK
- White Energy Company Limited
- Attock Cement Pakistan Limited
- Chamber of Mines of South Africa
- Timah Investasi Mineral - Indoneisa
- Sakthi Sugars Limited - India
- Orica Australia Pty. Ltd.
- IHS Mccloskey Coal Group - USA
- Rio Tinto Coal - Australia
- Coastal Gujarat Power Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Kalimantan Lumbung Energi - Indonesia
- OPG Power Generation Pvt Ltd - India
- Mjunction Services Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Meenaskhi Energy Private Limited - India
- Cement Manufacturers Association - India
- Sojitz Corporation - Japan
- Petron Corporation, Philippines
- Thiess Contractors Indonesia
- Meralco Power Generation, Philippines
- Semirara Mining Corp, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- The State Trading Corporation of India Ltd
- Kohat Cement Company Ltd. - Pakistan
- Sinarmas Energy and Mining - Indonesia
- Ind-Barath Power Infra Limited - India
- Bukit Makmur.PT - Indonesia
- Siam City Cement - Thailand
- Maharashtra Electricity Regulatory Commission - India
- Antam Resourcindo - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- GAC Shipping (India) Pvt Ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- Energy Link Ltd, New Zealand
- Mintek Dendrill Indonesia
- Georgia Ports Authority, United States
- Vizag Seaport Private Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Neyveli Lignite Corporation Ltd, - India
- Standard Chartered Bank - UAE
- Directorate General of MIneral and Coal - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Mercuria Energy - Indonesia
- Pendopo Energi Batubara - Indonesia
|
| |
| |
|
