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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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Monday, 15 January 18
QUEENSLAND SHIPPED 210.8 MT OF COAL IN 2017, DOWN 5% YOY QUEENSLAND RESOURCES COUNCIL
Queensland's coal exports over the 12 months reached 210.8 mt which is down 10 mt or 5 per cent from the previous year’s record of 220.8 ...
Thursday, 11 January 18
SUPRAMAX: INDO TO CHINA COAL ROUNDS FIXING AT AROUND $10K - FEARNLEYS
Supramax
USG rates improved both for backhaul and fronthaul, Ultras from USG to Japan receiving around $26k daily while supras 1-2k less for same ...
Wednesday, 10 January 18
2018: IT IS PROJECTED, THE SHIPBUILDERS WILL DELIVER FOUR HUNDRED FORTY NEW VESSELS IN 2018
Headlines from IMF's 2017 – World Economic Outlook:
January 2017 - “After a lacklustre outturn in 2016, economic activity is p ...
Tuesday, 09 January 18
INDONESIAN GOVERNMENT DECLARED COAL REFERENCE PRICE UP IN JANUARY
COALspot.com: the Indonesian Coal Price Reference ( HBA) rose 1.60 per cent in January 2018, the latest ministerial decree showed.
The benchma ...
Friday, 05 January 18
U.S. WEEKLY COAL OUTPUT FELL 32.4% PER CENT WEEK OVER WEEK, SAYS EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 10.5 million short tons ...
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Showing 1831 to 1835 news of total 6871 |
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- Alfred C Toepfer International GmbH - Germany
- PTC India Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Indika Energy - Indonesia
- IEA Clean Coal Centre - UK
- Savvy Resources Ltd - HongKong
- Mjunction Services Limited - India
- Pendopo Energi Batubara - Indonesia
- Electricity Generating Authority of Thailand
- Sakthi Sugars Limited - India
- Kideco Jaya Agung - Indonesia
- GMR Energy Limited - India
- Directorate General of MIneral and Coal - Indonesia
- London Commodity Brokers - England
- Ministry of Transport, Egypt
- Posco Energy - South Korea
- Energy Development Corp, Philippines
- Bhatia International Limited - India
- McConnell Dowell - Australia
- Ambuja Cements Ltd - India
- Sree Jayajothi Cements Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Tamil Nadu electricity Board
- Edison Trading Spa - Italy
- Holcim Trading Pte Ltd - Singapore
- Kaltim Prima Coal - Indonesia
- Global Coal Blending Company Limited - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Madhucon Powers Ltd - India
- Economic Council, Georgia
- Cigading International Bulk Terminal - Indonesia
- Manunggal Multi Energi - Indonesia
- Petron Corporation, Philippines
- Thai Mozambique Logistica
- Baramulti Group, Indonesia
- Metalloyd Limited - United Kingdom
- Indogreen Group - Indonesia
- Borneo Indobara - Indonesia
- Larsen & Toubro Limited - India
- TeaM Sual Corporation - Philippines
- Port Waratah Coal Services - Australia
- Dalmia Cement Bharat India
- Minerals Council of Australia
- Marubeni Corporation - India
- Meralco Power Generation, Philippines
- Attock Cement Pakistan Limited
- Electricity Authority, New Zealand
- Indian Oil Corporation Limited
- VISA Power Limited - India
- Mintek Dendrill Indonesia
- Indian Energy Exchange, India
- GN Power Mariveles Coal Plant, Philippines
- Latin American Coal - Colombia
- Barasentosa Lestari - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Sindya Power Generating Company Private Ltd
- Miang Besar Coal Terminal - Indonesia
- Independent Power Producers Association of India
- Africa Commodities Group - South Africa
- Kalimantan Lumbung Energi - Indonesia
- MS Steel International - UAE
- Australian Coal Association
- Bhoruka Overseas - Indonesia
- International Coal Ventures Pvt Ltd - India
- Georgia Ports Authority, United States
- Sical Logistics Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Carbofer General Trading SA - India
- Ministry of Mines - Canada
- Star Paper Mills Limited - India
- IHS Mccloskey Coal Group - USA
- Bukit Baiduri Energy - Indonesia
- Altura Mining Limited, Indonesia
- Riau Bara Harum - Indonesia
- Australian Commodity Traders Exchange
- Rashtriya Ispat Nigam Limited - India
- Bhushan Steel Limited - India
- Bharathi Cement Corporation - India
- Parry Sugars Refinery, India
- Central Java Power - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Kartika Selabumi Mining - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Anglo American - United Kingdom
- Standard Chartered Bank - UAE
- Meenaskhi Energy Private Limited - India
- Karaikal Port Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Parliament of New Zealand
- Rio Tinto Coal - Australia
- Romanian Commodities Exchange
- Globalindo Alam Lestari - Indonesia
- Tata Chemicals Ltd - India
- Ministry of Finance - Indonesia
- Bukit Makmur.PT - Indonesia
- Vedanta Resources Plc - India
- Renaissance Capital - South Africa
- Medco Energi Mining Internasional
- OPG Power Generation Pvt Ltd - India
- Heidelberg Cement - Germany
- Vizag Seaport Private Limited - India
- New Zealand Coal & Carbon
- India Bulls Power Limited - India
- Samtan Co., Ltd - South Korea
- Jindal Steel & Power Ltd - India
- Bulk Trading Sa - Switzerland
- Planning Commission, India
- Formosa Plastics Group - Taiwan
- Orica Australia Pty. Ltd.
- Coastal Gujarat Power Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Jorong Barutama Greston.PT - Indonesia
- Gujarat Electricity Regulatory Commission - India
- The State Trading Corporation of India Ltd
- The Treasury - Australian Government
- Energy Link Ltd, New Zealand
- Ind-Barath Power Infra Limited - India
- Makarim & Taira - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Goldman Sachs - Singapore
- Krishnapatnam Port Company Ltd. - India
- Banpu Public Company Limited - Thailand
- Sojitz Corporation - Japan
- Billiton Holdings Pty Ltd - Australia
- Kumho Petrochemical, South Korea
- TNB Fuel Sdn Bhd - Malaysia
- ASAPP Information Group - India
- Gujarat Sidhee Cement - India
- Straits Asia Resources Limited - Singapore
- GAC Shipping (India) Pvt Ltd
- Salva Resources Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Interocean Group of Companies - India
- Semirara Mining and Power Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- Timah Investasi Mineral - Indoneisa
- Wood Mackenzie - Singapore
- Asmin Koalindo Tuhup - Indonesia
- Mercator Lines Limited - India
- Ceylon Electricity Board - Sri Lanka
- Global Business Power Corporation, Philippines
- GVK Power & Infra Limited - India
- Iligan Light & Power Inc, Philippines
- Chamber of Mines of South Africa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Wilmar Investment Holdings
- Toyota Tsusho Corporation, Japan
- Indonesian Coal Mining Association
- Kohat Cement Company Ltd. - Pakistan
- Malabar Cements Ltd - India
- SN Aboitiz Power Inc, Philippines
- Antam Resourcindo - Indonesia
- Merrill Lynch Commodities Europe
- San Jose City I Power Corp, Philippines
- South Luzon Thermal Energy Corporation
- Mercuria Energy - Indonesia
- Jaiprakash Power Ventures ltd
- PNOC Exploration Corporation - Philippines
- Karbindo Abesyapradhi - Indoneisa
- Global Green Power PLC Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- Cement Manufacturers Association - India
- SMC Global Power, Philippines
- Bayan Resources Tbk. - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Simpson Spence & Young - Indonesia
- SMG Consultants - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Bangladesh Power Developement Board
- Kobexindo Tractors - Indoneisa
- Lanco Infratech Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Uttam Galva Steels Limited - India
- LBH Netherlands Bv - Netherlands
- Grasim Industreis Ltd - India
- Semirara Mining Corp, Philippines
- ICICI Bank Limited - India
- Eastern Energy - Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Agrawal Coal Company - India
- Trasteel International SA, Italy
- Binh Thuan Hamico - Vietnam
- Thiess Contractors Indonesia
- Coalindo Energy - Indonesia
- Indo Tambangraya Megah - Indonesia
- Singapore Mercantile Exchange
- White Energy Company Limited
- CNBM International Corporation - China
- Coal and Oil Company - UAE
- Deloitte Consulting - India
- Sarangani Energy Corporation, Philippines
- Essar Steel Hazira Ltd - India
- Siam City Cement PLC, Thailand
- Aditya Birla Group - India
- Xindia Steels Limited - India
- PowerSource Philippines DevCo
- Vijayanagar Sugar Pvt Ltd - India
- Kepco SPC Power Corporation, Philippines
- Videocon Industries ltd - India
- CIMB Investment Bank - Malaysia
- Commonwealth Bank - Australia
- The University of Queensland
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Price Waterhouse Coopers - Russia
- Oldendorff Carriers - Singapore
- Therma Luzon, Inc, Philippines
- Aboitiz Power Corporation - Philippines
- Maheswari Brothers Coal Limited - India
- Eastern Coal Council - USA
- Central Electricity Authority - India
- Chettinad Cement Corporation Ltd - India
- Siam City Cement - Thailand
- Intertek Mineral Services - Indonesia
- Orica Mining Services - Indonesia
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