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, 10 November 17
U.S. COAL OUTPUT FOR THE FIRST 10 MONTHS OF 2017 IS ESTIMATED AT AROUND 656 MMST; UP10% YOY - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 15 million short tons ...
Wednesday, 08 November 17
COAL MARKETS WERE MIXED; COKING COAL EKING OUT SOME GAINS; THERMAL COAL STRUGGLING - DANIEL HYNES
Coal markets were mixed, with coking coal eking out some gains, while thermal coal struggled amid the falling oil prices, ANZ Strategist said in a ...
Wednesday, 08 November 17
WEEKLY SHIPPING MARKET INSIGHT
If you are a dry bulk owner today you are definitely feeling the pressure of the past couple of years off and given the admittedly unexpected growt ...
Wednesday, 08 November 17
NEW QUAY OPENED AT THE INDUSTRIAL PORT IN BREMEN,GERMAN
Press Release: After a building period lasting three-and-a-half years, the port logistics firm Weserport, the “bremenports” comp ...
Tuesday, 07 November 17
ING JOINS FORCES ON BLOCKCHAIN-BASED PLATFORM FOR ENERGY COMMODITIES SECTOR
Blockchain technology. It’s often been described as the most important invention in computing in a generation.
So it should come as no s ...
|
|
|
Showing 1886 to 1890 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- SMG Consultants - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Aboitiz Power Corporation - Philippines
- Trasteel International SA, Italy
- Essar Steel Hazira Ltd - India
- Toyota Tsusho Corporation, Japan
- Australian Coal Association
- Ministry of Finance - Indonesia
- OPG Power Generation Pvt Ltd - India
- Malabar Cements Ltd - India
- London Commodity Brokers - England
- Sojitz Corporation - Japan
- Mercator Lines Limited - India
- Meenaskhi Energy Private Limited - India
- TeaM Sual Corporation - Philippines
- Sarangani Energy Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- Ind-Barath Power Infra Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- Renaissance Capital - South Africa
- Banpu Public Company Limited - Thailand
- Georgia Ports Authority, United States
- Edison Trading Spa - Italy
- Price Waterhouse Coopers - Russia
- New Zealand Coal & Carbon
- Globalindo Alam Lestari - Indonesia
- Merrill Lynch Commodities Europe
- Energy Development Corp, Philippines
- GMR Energy Limited - India
- Indonesian Coal Mining Association
- Mjunction Services Limited - India
- Jindal Steel & Power Ltd - India
- Bhushan Steel Limited - India
- South Luzon Thermal Energy Corporation
- India Bulls Power Limited - India
- Makarim & Taira - Indonesia
- Oldendorff Carriers - Singapore
- Kalimantan Lumbung Energi - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Central Electricity Authority - India
- Attock Cement Pakistan Limited
- Neyveli Lignite Corporation Ltd, - India
- Alfred C Toepfer International GmbH - Germany
- Wilmar Investment Holdings
- Samtan Co., Ltd - South Korea
- Agrawal Coal Company - India
- Cigading International Bulk Terminal - Indonesia
- Vedanta Resources Plc - India
- Global Coal Blending Company Limited - Australia
- GAC Shipping (India) Pvt Ltd
- GVK Power & Infra Limited - India
- White Energy Company Limited
- Ministry of Transport, Egypt
- Simpson Spence & Young - Indonesia
- Jaiprakash Power Ventures ltd
- Wood Mackenzie - Singapore
- Videocon Industries ltd - India
- Salva Resources Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Uttam Galva Steels Limited - India
- ASAPP Information Group - India
- Romanian Commodities Exchange
- Karaikal Port Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Lanco Infratech Ltd - India
- Eastern Coal Council - USA
- Standard Chartered Bank - UAE
- Sindya Power Generating Company Private Ltd
- Bahari Cakrawala Sebuku - Indonesia
- Straits Asia Resources Limited - Singapore
- Goldman Sachs - Singapore
- Riau Bara Harum - Indonesia
- Central Java Power - Indonesia
- Parliament of New Zealand
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Barasentosa Lestari - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Altura Mining Limited, Indonesia
- IHS Mccloskey Coal Group - USA
- Pendopo Energi Batubara - Indonesia
- Therma Luzon, Inc, Philippines
- Vizag Seaport Private Limited - India
- Electricity Authority, New Zealand
- CNBM International Corporation - China
- Electricity Generating Authority of Thailand
- PNOC Exploration Corporation - Philippines
- Power Finance Corporation Ltd., India
- Timah Investasi Mineral - Indoneisa
- Heidelberg Cement - Germany
- Ambuja Cements Ltd - India
- Kaltim Prima Coal - Indonesia
- Mercuria Energy - Indonesia
- Manunggal Multi Energi - Indonesia
- Chamber of Mines of South Africa
- Cement Manufacturers Association - India
- Indika Energy - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Interocean Group of Companies - India
- Kideco Jaya Agung - Indonesia
- Savvy Resources Ltd - HongKong
- Sical Logistics Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Anglo American - United Kingdom
- SMC Global Power, Philippines
- McConnell Dowell - Australia
- Aditya Birla Group - India
- Kobexindo Tractors - Indoneisa
- Metalloyd Limited - United Kingdom
- Pipit Mutiara Jaya. PT, Indonesia
- MS Steel International - UAE
- Karbindo Abesyapradhi - Indoneisa
- Larsen & Toubro Limited - India
- Global Green Power PLC Corporation, Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Tata Chemicals Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Indian Oil Corporation Limited
- Marubeni Corporation - India
- Energy Link Ltd, New Zealand
- Petrochimia International Co. Ltd.- Taiwan
- Bangladesh Power Developement Board
- Independent Power Producers Association of India
- LBH Netherlands Bv - Netherlands
- Dalmia Cement Bharat India
- Economic Council, Georgia
- Tamil Nadu electricity Board
- Ceylon Electricity Board - Sri Lanka
- Ministry of Mines - Canada
- Australian Commodity Traders Exchange
- Krishnapatnam Port Company Ltd. - India
- The State Trading Corporation of India Ltd
- Kartika Selabumi Mining - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Medco Energi Mining Internasional
- PetroVietnam Power Coal Import and Supply Company
- Rio Tinto Coal - Australia
- Antam Resourcindo - Indonesia
- Eastern Energy - Thailand
- Jorong Barutama Greston.PT - Indonesia
- CIMB Investment Bank - Malaysia
- Deloitte Consulting - India
- Kumho Petrochemical, South Korea
- Siam City Cement PLC, Thailand
- Baramulti Group, Indonesia
- Indian Energy Exchange, India
- Kepco SPC Power Corporation, Philippines
- Bhoruka Overseas - Indonesia
- IEA Clean Coal Centre - UK
- Mintek Dendrill Indonesia
- Star Paper Mills Limited - India
- Binh Thuan Hamico - Vietnam
- Bharathi Cement Corporation - India
- International Coal Ventures Pvt Ltd - India
- Orica Australia Pty. Ltd.
- TNB Fuel Sdn Bhd - Malaysia
- Bukit Baiduri Energy - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Carbofer General Trading SA - India
- Minerals Council of Australia
- The Treasury - Australian Government
- Latin American Coal - Colombia
- Siam City Cement - Thailand
- Kapuas Tunggal Persada - Indonesia
- Thai Mozambique Logistica
- Sakthi Sugars Limited - India
- Borneo Indobara - Indonesia
- Bhatia International Limited - India
- Billiton Holdings Pty Ltd - Australia
- Bayan Resources Tbk. - Indonesia
- Formosa Plastics Group - Taiwan
- Coal and Oil Company - UAE
- Intertek Mineral Services - Indonesia
- Directorate Of Revenue Intelligence - India
- Bukit Makmur.PT - Indonesia
- Iligan Light & Power Inc, Philippines
- Sree Jayajothi Cements Limited - India
- SN Aboitiz Power Inc, Philippines
- PowerSource Philippines DevCo
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Grasim Industreis Ltd - India
- Indo Tambangraya Megah - Indonesia
- Thiess Contractors Indonesia
- Xindia Steels Limited - India
- Commonwealth Bank - Australia
- Sinarmas Energy and Mining - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Coastal Gujarat Power Limited - India
- Singapore Mercantile Exchange
- VISA Power Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Port Waratah Coal Services - Australia
- Petron Corporation, Philippines
- Coalindo Energy - Indonesia
- Posco Energy - South Korea
- ICICI Bank Limited - India
- Meralco Power Generation, Philippines
- Chettinad Cement Corporation Ltd - India
- Orica Mining Services - Indonesia
- Planning Commission, India
- Global Business Power Corporation, Philippines
- Semirara Mining Corp, Philippines
- The University of Queensland
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Gujarat Sidhee Cement - India
- PTC India Limited - India
- Indogreen Group - Indonesia
- Africa Commodities Group - South Africa
- Parry Sugars Refinery, India
- GN Power Mariveles Coal Plant, Philippines
- Maheswari Brothers Coal Limited - India
- Bulk Trading Sa - Switzerland
- Madhucon Powers Ltd - India
- San Jose City I Power Corp, Philippines
- Semirara Mining and Power Corporation, Philippines
|
| |
| |
|
