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.
|
|
Friday, 05 January 18
COAL DEMAND TO REMAIN FLAT TO 2022, RESULTING IN A DECADE OF STAGNATION - IEA
Global demand for coal should remain nearly flat between 2017 and 2022, resulting in a decade of stagnation for coal consumption, according to the ...
Thursday, 04 January 18
SUPRAMAX: INDO TO CHINA WERE FIXED AT AROUND $8K DAILY; DOWN AROUND 27% WOW
Supramax
Q1 kicked off with an usual standby with all counterparts waiting for the market to take direction. Further holidays in East-Europe adde ...
Wednesday, 03 January 18
KOMIPO TO BUY 130K TONS OF MIN. 5700 NAR COAL FOR FEB 2018 LOADING
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued a tender for 130k Metric Tons of min. 5700 NAR coal to be burnt a ...
Friday, 29 December 17
PORT OF NEWCASTLE SHIPPED A$ 1.527 BILLION WORTH OF 12.65 MT OF COAL IN NOVEMBER
COALspot.com: The Port of Newcastle, Australia’s major trading ports, and the world’s largest coal export port has shipped $AU 1527.6 M ...
Friday, 29 December 17
U.S WEEKLY COAL PRODUCTION SLIGHTLY UP FOR THE WEEK ENDING 23 DEC, SAYS EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15.5 million short tons ...
|
|
|
Showing 1836 to 1840 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Marubeni Corporation - India
- Eastern Energy - Thailand
- GMR Energy Limited - India
- Sojitz Corporation - Japan
- Energy Development Corp, Philippines
- Timah Investasi Mineral - Indoneisa
- Antam Resourcindo - Indonesia
- Electricity Generating Authority of Thailand
- San Jose City I Power Corp, Philippines
- Chamber of Mines of South Africa
- Tata Chemicals Ltd - India
- Jindal Steel & Power Ltd - India
- Ministry of Transport, Egypt
- Orica Australia Pty. Ltd.
- Renaissance Capital - South Africa
- Price Waterhouse Coopers - Russia
- Australian Commodity Traders Exchange
- Deloitte Consulting - India
- Toyota Tsusho Corporation, Japan
- Sarangani Energy Corporation, Philippines
- SMG Consultants - Indonesia
- Petron Corporation, Philippines
- PTC India Limited - India
- Dalmia Cement Bharat India
- Bukit Asam (Persero) Tbk - Indonesia
- CIMB Investment Bank - Malaysia
- Essar Steel Hazira Ltd - India
- Videocon Industries ltd - India
- Posco Energy - South Korea
- Kumho Petrochemical, South Korea
- Romanian Commodities Exchange
- Alfred C Toepfer International GmbH - Germany
- Kaltim Prima Coal - Indonesia
- Siam City Cement - Thailand
- Star Paper Mills Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Indo Tambangraya Megah - Indonesia
- Straits Asia Resources Limited - Singapore
- Asmin Koalindo Tuhup - Indonesia
- Malabar Cements Ltd - India
- Ambuja Cements Ltd - India
- Anglo American - United Kingdom
- Xindia Steels Limited - India
- Maheswari Brothers Coal Limited - India
- Intertek Mineral Services - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Bayan Resources Tbk. - Indonesia
- Coalindo Energy - Indonesia
- Singapore Mercantile Exchange
- Africa Commodities Group - South Africa
- Mintek Dendrill Indonesia
- ASAPP Information Group - India
- South Luzon Thermal Energy Corporation
- London Commodity Brokers - England
- India Bulls Power Limited - India
- Global Coal Blending Company Limited - Australia
- Meenaskhi Energy Private Limited - India
- Binh Thuan Hamico - Vietnam
- Salva Resources Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Energy Link Ltd, New Zealand
- Petrochimia International Co. Ltd.- Taiwan
- Gujarat Electricity Regulatory Commission - India
- Directorate Of Revenue Intelligence - India
- Chettinad Cement Corporation Ltd - India
- IEA Clean Coal Centre - UK
- Coastal Gujarat Power Limited - India
- Interocean Group of Companies - India
- Central Java Power - Indonesia
- Cement Manufacturers Association - India
- Kartika Selabumi Mining - Indonesia
- Vedanta Resources Plc - India
- Sindya Power Generating Company Private Ltd
- Rio Tinto Coal - Australia
- Indian Oil Corporation Limited
- Bharathi Cement Corporation - India
- Therma Luzon, Inc, Philippines
- SMC Global Power, Philippines
- Wood Mackenzie - Singapore
- Mjunction Services Limited - India
- Indogreen Group - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Globalindo Alam Lestari - Indonesia
- Indika Energy - Indonesia
- Manunggal Multi Energi - Indonesia
- Parry Sugars Refinery, India
- Wilmar Investment Holdings
- Thai Mozambique Logistica
- Pipit Mutiara Jaya. PT, Indonesia
- Eastern Coal Council - USA
- IHS Mccloskey Coal Group - USA
- Port Waratah Coal Services - Australia
- GAC Shipping (India) Pvt Ltd
- Leighton Contractors Pty Ltd - Australia
- GVK Power & Infra Limited - India
- Global Business Power Corporation, Philippines
- Rashtriya Ispat Nigam Limited - India
- Siam City Cement PLC, Thailand
- Grasim Industreis Ltd - India
- Madhucon Powers Ltd - India
- Borneo Indobara - Indonesia
- Bhoruka Overseas - Indonesia
- Coal and Oil Company - UAE
- Kideco Jaya Agung - Indonesia
- Semirara Mining Corp, Philippines
- Miang Besar Coal Terminal - Indonesia
- European Bulk Services B.V. - Netherlands
- Trasteel International SA, Italy
- Bangladesh Power Developement Board
- GN Power Mariveles Coal Plant, Philippines
- PowerSource Philippines DevCo
- Gujarat Sidhee Cement - India
- Riau Bara Harum - Indonesia
- Latin American Coal - Colombia
- Oldendorff Carriers - Singapore
- Billiton Holdings Pty Ltd - Australia
- Iligan Light & Power Inc, Philippines
- Kepco SPC Power Corporation, Philippines
- OPG Power Generation Pvt Ltd - India
- Makarim & Taira - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Power Finance Corporation Ltd., India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Planning Commission, India
- PetroVietnam Power Coal Import and Supply Company
- Baramulti Group, Indonesia
- Formosa Plastics Group - Taiwan
- Cigading International Bulk Terminal - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Bukit Makmur.PT - Indonesia
- White Energy Company Limited
- Bhushan Steel Limited - India
- Bukit Baiduri Energy - Indonesia
- ICICI Bank Limited - India
- Kapuas Tunggal Persada - Indonesia
- SN Aboitiz Power Inc, Philippines
- Indonesian Coal Mining Association
- Australian Coal Association
- Sical Logistics Limited - India
- Indian Energy Exchange, India
- VISA Power Limited - India
- Kalimantan Lumbung Energi - Indonesia
- TeaM Sual Corporation - Philippines
- Heidelberg Cement - Germany
- Altura Mining Limited, Indonesia
- PNOC Exploration Corporation - Philippines
- Krishnapatnam Port Company Ltd. - India
- Aboitiz Power Corporation - Philippines
- Kobexindo Tractors - Indoneisa
- Medco Energi Mining Internasional
- Tamil Nadu electricity Board
- Sree Jayajothi Cements Limited - India
- Attock Cement Pakistan Limited
- Samtan Co., Ltd - South Korea
- Mercuria Energy - Indonesia
- Savvy Resources Ltd - HongKong
- Merrill Lynch Commodities Europe
- Aditya Birla Group - India
- The Treasury - Australian Government
- Ministry of Mines - Canada
- Bulk Trading Sa - Switzerland
- Jaiprakash Power Ventures ltd
- Agrawal Coal Company - India
- Economic Council, Georgia
- Holcim Trading Pte Ltd - Singapore
- Karaikal Port Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- CNBM International Corporation - China
- Uttam Galva Steels Limited - India
- Larsen & Toubro Limited - India
- Metalloyd Limited - United Kingdom
- McConnell Dowell - Australia
- Simpson Spence & Young - Indonesia
- Ceylon Electricity Board - Sri Lanka
- International Coal Ventures Pvt Ltd - India
- Electricity Authority, New Zealand
- Standard Chartered Bank - UAE
- Carbofer General Trading SA - India
- AsiaOL BioFuels Corp., Philippines
- Semirara Mining and Power Corporation, Philippines
- Georgia Ports Authority, United States
- Minerals Council of Australia
- Ministry of Finance - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Edison Trading Spa - Italy
- Goldman Sachs - Singapore
- Jorong Barutama Greston.PT - Indonesia
- Bhatia International Limited - India
- Orica Mining Services - Indonesia
- Banpu Public Company Limited - Thailand
- Ind-Barath Power Infra Limited - India
- Sinarmas Energy and Mining - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Vizag Seaport Private Limited - India
- Pendopo Energi Batubara - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Global Green Power PLC Corporation, Philippines
- Sakthi Sugars Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Meralco Power Generation, Philippines
- New Zealand Coal & Carbon
- Mercator Lines Limited - India
- The University of Queensland
- LBH Netherlands Bv - Netherlands
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Commonwealth Bank - Australia
- Central Electricity Authority - India
- Parliament of New Zealand
- Vijayanagar Sugar Pvt Ltd - India
- Independent Power Producers Association of India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- The State Trading Corporation of India Ltd
- Lanco Infratech Ltd - India
- MS Steel International - UAE
- Thiess Contractors Indonesia
|
| |
| |
|
