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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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Wednesday, 13 December 17
REFINED COAL HAS MADE UP NEARLY ONE-FIFTH OF COAL-FIRED POWER GENERATION SO FAR IN 2017 - EIA
The U.S. power sector consumption of coal is increasingly shifting to refined coal, even as coal-fired electricity generation decreases. Use of ref ...
Wednesday, 13 December 17
DEMAND FOR THERMAL COAL LOOKED RELATIVELY ROBUST - DANIEL HYNES
Coal prices were a touch higher. Demand for thermal coal looked relatively robust, after reports continued to surface that Chinese authorities have ...
Wednesday, 13 December 17
SHIPPING MARKET INSIGHT - GEORGE PANAGOPOULOS
As another year is coming to an end and much has been already written about the positive reversal in the dry bulk market, we think it is interestin ...
Monday, 11 December 17
INDIA CONSUMERS ARE SAID TO BE DESPERATELY SEEKING CARGOES - DANIEL HYNES
Coal markets were stronger, as strong demand outside China continues to spur buying said Daniel Hynes, Senior Commodity Strategist at ANZ.
Acc ...
Monday, 11 December 17
CAPESIZE FFA MARKET LOOKING PROMISING MOVING FORWARD - FIS
Capesize
Another very promising day for the big ships as rates continued to firm in both oceans and the paper market ate into the backwardation s ...
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Showing 1851 to 1855 news of total 6871 |
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- Kapuas Tunggal Persada - Indonesia
- Central Java Power - Indonesia
- The Treasury - Australian Government
- Madhucon Powers Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Straits Asia Resources Limited - Singapore
- Eastern Coal Council - USA
- Australian Commodity Traders Exchange
- Savvy Resources Ltd - HongKong
- GN Power Mariveles Coal Plant, Philippines
- Vedanta Resources Plc - India
- Pendopo Energi Batubara - Indonesia
- European Bulk Services B.V. - Netherlands
- International Coal Ventures Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Salva Resources Pvt Ltd - India
- SMC Global Power, Philippines
- Billiton Holdings Pty Ltd - Australia
- GAC Shipping (India) Pvt Ltd
- Barasentosa Lestari - Indonesia
- Kumho Petrochemical, South Korea
- Uttam Galva Steels Limited - India
- Formosa Plastics Group - Taiwan
- New Zealand Coal & Carbon
- Globalindo Alam Lestari - Indonesia
- Anglo American - United Kingdom
- Wood Mackenzie - Singapore
- TeaM Sual Corporation - Philippines
- Bangladesh Power Developement Board
- Ambuja Cements Ltd - India
- Attock Cement Pakistan Limited
- Indogreen Group - Indonesia
- PowerSource Philippines DevCo
- The State Trading Corporation of India Ltd
- Ministry of Transport, Egypt
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Commonwealth Bank - Australia
- London Commodity Brokers - England
- Bharathi Cement Corporation - India
- Intertek Mineral Services - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Toyota Tsusho Corporation, Japan
- VISA Power Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Metalloyd Limited - United Kingdom
- Essar Steel Hazira Ltd - India
- Xindia Steels Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- IEA Clean Coal Centre - UK
- Kobexindo Tractors - Indoneisa
- SMG Consultants - Indonesia
- Petron Corporation, Philippines
- GVK Power & Infra Limited - India
- Singapore Mercantile Exchange
- Indian Oil Corporation Limited
- Parry Sugars Refinery, India
- Binh Thuan Hamico - Vietnam
- GMR Energy Limited - India
- Global Green Power PLC Corporation, Philippines
- Sojitz Corporation - Japan
- Indo Tambangraya Megah - Indonesia
- Bayan Resources Tbk. - Indonesia
- Karaikal Port Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Heidelberg Cement - Germany
- Mercator Lines Limited - India
- Sical Logistics Limited - India
- ICICI Bank Limited - India
- OPG Power Generation Pvt Ltd - India
- Minerals Council of Australia
- Chettinad Cement Corporation Ltd - India
- Energy Development Corp, Philippines
- PNOC Exploration Corporation - Philippines
- Global Coal Blending Company Limited - Australia
- Rio Tinto Coal - Australia
- Semirara Mining Corp, Philippines
- Dalmia Cement Bharat India
- Eastern Energy - Thailand
- Bhoruka Overseas - Indonesia
- Medco Energi Mining Internasional
- Port Waratah Coal Services - Australia
- McConnell Dowell - Australia
- Posco Energy - South Korea
- Cement Manufacturers Association - India
- Neyveli Lignite Corporation Ltd, - India
- Karbindo Abesyapradhi - Indoneisa
- Coastal Gujarat Power Limited - India
- Holcim Trading Pte Ltd - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- Malabar Cements Ltd - India
- Riau Bara Harum - Indonesia
- Wilmar Investment Holdings
- Merrill Lynch Commodities Europe
- Thiess Contractors Indonesia
- Independent Power Producers Association of India
- Gujarat Mineral Development Corp Ltd - India
- Samtan Co., Ltd - South Korea
- Vizag Seaport Private Limited - India
- Central Electricity Authority - India
- Grasim Industreis Ltd - India
- IHS Mccloskey Coal Group - USA
- Coalindo Energy - Indonesia
- Banpu Public Company Limited - Thailand
- Agrawal Coal Company - India
- Mercuria Energy - Indonesia
- Ministry of Finance - Indonesia
- Antam Resourcindo - Indonesia
- Jaiprakash Power Ventures ltd
- Meenaskhi Energy Private Limited - India
- Altura Mining Limited, Indonesia
- Timah Investasi Mineral - Indoneisa
- South Luzon Thermal Energy Corporation
- Thai Mozambique Logistica
- Therma Luzon, Inc, Philippines
- Iligan Light & Power Inc, Philippines
- Indian Energy Exchange, India
- White Energy Company Limited
- Maheswari Brothers Coal Limited - India
- Bukit Baiduri Energy - Indonesia
- Lanco Infratech Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Energy Link Ltd, New Zealand
- SN Aboitiz Power Inc, Philippines
- Sinarmas Energy and Mining - Indonesia
- Kaltim Prima Coal - Indonesia
- LBH Netherlands Bv - Netherlands
- Coal and Oil Company - UAE
- The University of Queensland
- Baramulti Group, Indonesia
- Interocean Group of Companies - India
- Makarim & Taira - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Edison Trading Spa - Italy
- Ceylon Electricity Board - Sri Lanka
- Asmin Koalindo Tuhup - Indonesia
- Indika Energy - Indonesia
- Goldman Sachs - Singapore
- Star Paper Mills Limited - India
- Miang Besar Coal Terminal - Indonesia
- Oldendorff Carriers - Singapore
- Electricity Authority, New Zealand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Power Finance Corporation Ltd., India
- Mintek Dendrill Indonesia
- Larsen & Toubro Limited - India
- Kepco SPC Power Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Pipit Mutiara Jaya. PT, Indonesia
- Mjunction Services Limited - India
- Siam City Cement PLC, Thailand
- Deloitte Consulting - India
- Standard Chartered Bank - UAE
- Electricity Generating Authority of Thailand
- Orica Australia Pty. Ltd.
- Aditya Birla Group - India
- Gujarat Sidhee Cement - India
- San Jose City I Power Corp, Philippines
- Africa Commodities Group - South Africa
- AsiaOL BioFuels Corp., Philippines
- Georgia Ports Authority, United States
- Bahari Cakrawala Sebuku - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Manunggal Multi Energi - Indonesia
- Latin American Coal - Colombia
- Tamil Nadu electricity Board
- Borneo Indobara - Indonesia
- Jindal Steel & Power Ltd - India
- Bhushan Steel Limited - India
- Planning Commission, India
- Carbofer General Trading SA - India
- Jorong Barutama Greston.PT - Indonesia
- Indonesian Coal Mining Association
- Price Waterhouse Coopers - Russia
- Economic Council, Georgia
- Aboitiz Power Corporation - Philippines
- Sakthi Sugars Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- MS Steel International - UAE
- Orica Mining Services - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Directorate Of Revenue Intelligence - India
- Marubeni Corporation - India
- Ind-Barath Power Infra Limited - India
- Parliament of New Zealand
- Meralco Power Generation, Philippines
- Videocon Industries ltd - India
- Sindya Power Generating Company Private Ltd
- Chamber of Mines of South Africa
- Bulk Trading Sa - Switzerland
- Tata Chemicals Ltd - India
- Renaissance Capital - South Africa
- Australian Coal Association
- Ministry of Mines - Canada
- Romanian Commodities Exchange
- Trasteel International SA, Italy
- Kohat Cement Company Ltd. - Pakistan
- India Bulls Power Limited - India
- CIMB Investment Bank - Malaysia
- Global Business Power Corporation, Philippines
- PTC India Limited - India
- ASAPP Information Group - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sree Jayajothi Cements Limited - India
- Siam City Cement - Thailand
- CNBM International Corporation - China
- Kideco Jaya Agung - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Bukit Makmur.PT - Indonesia
- Bhatia International Limited - India
- Leighton Contractors Pty Ltd - Australia
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