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.
|
|
Thursday, 16 November 17
KOMIPO INVITED BIDS FOR 3.9 MILLION TONS OF 5700 NAR AND 5400 NAR COAL FOR 2018 - 2020 DELIVERY
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued an another new tender for total 3,900,000 Metric Tons of min. 570 ...
Thursday, 16 November 17
THE PORT OF NEWCASTLE HAS SHIPPED 14.94 PERCENT LESS COAL IN OCTOBER 2017, DATA SHOWS
COALspot.com: The Port of Newcastle, Australia’s major trading ports, and the world’s largest coal export port has shipped $AU 1,466.8 ...
Thursday, 16 November 17
GOVERNMENT, 13 COAL MINERS AGREE TO CHANGE CONTRACTS - JP
The government and 13 coal mining companies have agreed to change the old Contract of Work (CoW), as part of the implementation of Law No. 4/20199 ...
Wednesday, 15 November 17
IEA RECOGNISES COAL'S CONTINUOUS IMPORTANCE TO GLOBAL ENERGY NEEDS - WCA
The World Coal Association (WCA) has welcomed the International Energy Agency’s (IEA) recognition that coal will continue to play a vital rol ...
Wednesday, 15 November 17
THERMAL COAL WAS DRAGGED DOWN BY THE WEAKNESS ACROSS THE WIDER ENERGY SECTOR - DANIEL HYNES
The coal market was mixed.
Thermal coal was dragged down by the weakness across the wider energy sector, said Daniel Hynes Senior Commodi ...
|
|
|
Showing 1876 to 1880 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Energy Development Corp, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Antam Resourcindo - Indonesia
- Larsen & Toubro Limited - India
- CIMB Investment Bank - Malaysia
- Asmin Koalindo Tuhup - Indonesia
- Bhoruka Overseas - Indonesia
- Sindya Power Generating Company Private Ltd
- Independent Power Producers Association of India
- Kumho Petrochemical, South Korea
- Binh Thuan Hamico - Vietnam
- Oldendorff Carriers - Singapore
- Maheswari Brothers Coal Limited - India
- Sical Logistics Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Goldman Sachs - Singapore
- Intertek Mineral Services - Indonesia
- Makarim & Taira - Indonesia
- Global Coal Blending Company Limited - Australia
- Indian Oil Corporation Limited
- Toyota Tsusho Corporation, Japan
- Trasteel International SA, Italy
- Karaikal Port Pvt Ltd - India
- Africa Commodities Group - South Africa
- Marubeni Corporation - India
- CNBM International Corporation - China
- Electricity Generating Authority of Thailand
- Kapuas Tunggal Persada - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Bukit Baiduri Energy - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Cement Manufacturers Association - India
- Central Java Power - Indonesia
- Carbofer General Trading SA - India
- PowerSource Philippines DevCo
- Kohat Cement Company Ltd. - Pakistan
- Standard Chartered Bank - UAE
- Offshore Bulk Terminal Pte Ltd, Singapore
- Merrill Lynch Commodities Europe
- Kepco SPC Power Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- LBH Netherlands Bv - Netherlands
- Jaiprakash Power Ventures ltd
- SMC Global Power, Philippines
- Orica Australia Pty. Ltd.
- TeaM Sual Corporation - Philippines
- Banpu Public Company Limited - Thailand
- Central Electricity Authority - India
- Jorong Barutama Greston.PT - Indonesia
- Latin American Coal - Colombia
- South Luzon Thermal Energy Corporation
- Malabar Cements Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Directorate Of Revenue Intelligence - India
- Ministry of Transport, Egypt
- Barasentosa Lestari - Indonesia
- Indo Tambangraya Megah - Indonesia
- Meralco Power Generation, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Star Paper Mills Limited - India
- Mjunction Services Limited - India
- Semirara Mining Corp, Philippines
- Therma Luzon, Inc, Philippines
- Simpson Spence & Young - Indonesia
- SN Aboitiz Power Inc, Philippines
- Madhucon Powers Ltd - India
- Rio Tinto Coal - Australia
- Formosa Plastics Group - Taiwan
- Ministry of Finance - Indonesia
- Chamber of Mines of South Africa
- Vedanta Resources Plc - India
- PetroVietnam Power Coal Import and Supply Company
- Australian Coal Association
- SMG Consultants - Indonesia
- International Coal Ventures Pvt Ltd - India
- Tamil Nadu electricity Board
- Coal and Oil Company - UAE
- Kalimantan Lumbung Energi - Indonesia
- Indian Energy Exchange, India
- Uttam Galva Steels Limited - India
- Sarangani Energy Corporation, Philippines
- San Jose City I Power Corp, Philippines
- Aboitiz Power Corporation - Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Economic Council, Georgia
- Xindia Steels Limited - India
- Samtan Co., Ltd - South Korea
- Riau Bara Harum - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Altura Mining Limited, Indonesia
- Mercator Lines Limited - India
- Coalindo Energy - Indonesia
- Parliament of New Zealand
- Baramulti Group, Indonesia
- Rashtriya Ispat Nigam Limited - India
- Tata Chemicals Ltd - India
- Globalindo Alam Lestari - Indonesia
- Interocean Group of Companies - India
- Eastern Energy - Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- TNB Fuel Sdn Bhd - Malaysia
- The University of Queensland
- Holcim Trading Pte Ltd - Singapore
- Billiton Holdings Pty Ltd - Australia
- Wilmar Investment Holdings
- Borneo Indobara - Indonesia
- Grasim Industreis Ltd - India
- Heidelberg Cement - Germany
- McConnell Dowell - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- The State Trading Corporation of India Ltd
- Deloitte Consulting - India
- Petron Corporation, Philippines
- Edison Trading Spa - Italy
- Directorate General of MIneral and Coal - Indonesia
- The Treasury - Australian Government
- Sree Jayajothi Cements Limited - India
- Videocon Industries ltd - India
- Aditya Birla Group - India
- Sinarmas Energy and Mining - Indonesia
- European Bulk Services B.V. - Netherlands
- ICICI Bank Limited - India
- Eastern Coal Council - USA
- Bahari Cakrawala Sebuku - Indonesia
- Power Finance Corporation Ltd., India
- Anglo American - United Kingdom
- Mintek Dendrill Indonesia
- Romanian Commodities Exchange
- Neyveli Lignite Corporation Ltd, - India
- GN Power Mariveles Coal Plant, Philippines
- Dalmia Cement Bharat India
- Essar Steel Hazira Ltd - India
- Bayan Resources Tbk. - Indonesia
- Ministry of Mines - Canada
- PNOC Exploration Corporation - Philippines
- Bhushan Steel Limited - India
- Mercuria Energy - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Bharathi Cement Corporation - India
- Thai Mozambique Logistica
- Metalloyd Limited - United Kingdom
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- VISA Power Limited - India
- Gujarat Sidhee Cement - India
- Parry Sugars Refinery, India
- London Commodity Brokers - England
- MS Steel International - UAE
- Alfred C Toepfer International GmbH - Germany
- Pendopo Energi Batubara - Indonesia
- Savvy Resources Ltd - HongKong
- Siam City Cement PLC, Thailand
- Kideco Jaya Agung - Indonesia
- Singapore Mercantile Exchange
- Orica Mining Services - Indonesia
- Price Waterhouse Coopers - Russia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- New Zealand Coal & Carbon
- Coastal Gujarat Power Limited - India
- Commonwealth Bank - Australia
- Ambuja Cements Ltd - India
- Posco Energy - South Korea
- Salva Resources Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Medco Energi Mining Internasional
- Planning Commission, India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Chettinad Cement Corporation Ltd - India
- Agrawal Coal Company - India
- Timah Investasi Mineral - Indoneisa
- Georgia Ports Authority, United States
- AsiaOL BioFuels Corp., Philippines
- Bhatia International Limited - India
- Sakthi Sugars Limited - India
- Kobexindo Tractors - Indoneisa
- Miang Besar Coal Terminal - Indonesia
- Wood Mackenzie - Singapore
- India Bulls Power Limited - India
- Kaltim Prima Coal - Indonesia
- Iligan Light & Power Inc, Philippines
- Sojitz Corporation - Japan
- White Energy Company Limited
- IHS Mccloskey Coal Group - USA
- Leighton Contractors Pty Ltd - Australia
- GMR Energy Limited - India
- Thiess Contractors Indonesia
- OPG Power Generation Pvt Ltd - India
- Indonesian Coal Mining Association
- GAC Shipping (India) Pvt Ltd
- Electricity Authority, New Zealand
- Ceylon Electricity Board - Sri Lanka
- Renaissance Capital - South Africa
- Global Green Power PLC Corporation, Philippines
- Vizag Seaport Private Limited - India
- Indika Energy - Indonesia
- Indogreen Group - Indonesia
- Bulk Trading Sa - Switzerland
- Bukit Asam (Persero) Tbk - Indonesia
- Straits Asia Resources Limited - Singapore
- Australian Commodity Traders Exchange
- PTC India Limited - India
- Manunggal Multi Energi - Indonesia
- ASAPP Information Group - India
- Energy Link Ltd, New Zealand
- Port Waratah Coal Services - Australia
- Lanco Infratech Ltd - India
- Minerals Council of Australia
- Siam City Cement - Thailand
- Meenaskhi Energy Private Limited - India
- Jindal Steel & Power Ltd - India
- GVK Power & Infra Limited - India
- Global Business Power Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- Bangladesh Power Developement Board
- Kartika Selabumi Mining - Indonesia
- Attock Cement Pakistan Limited
- Asia Pacific Energy Resources Ventures Inc, Philippines
|
| |
| |
|
