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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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Tuesday, 07 November 17
MECHEL SIGNED LONG-TERM COAL SUPPLY CONTRACT WITH ITOCHU CORPORATION
Mechel PAO a leading Russian mining and metals company, reports signing a framework agreement with a major Japanese universal trading company Itoch ...
Tuesday, 07 November 17
DRY BULK SHIPPING: TAKE GOOD CARE OF THE RECOVERY SAYS PETER SAND
Demand:
Even without much support from Brazilian iron ore exports during August, capesize rates went from $10,000 to $17,000 per day. In Septembe ...
Tuesday, 07 November 17
COAL MARKETS WERE RELATIVELY BUOYANT - DANIEL HYNES
Coal markets were relatively buoyant. Metallurgical coal prices were supported by the stronger steel and iron ore prices, says Daniel Hynes, Senior ...
Tuesday, 07 November 17
PROSPERITY AND WINTER WARMTH REMAIN PARAMOUNT IN CHINA - JEFFREY LANDSBERG
Chinese officials announced recently that 580 gigawatts of coal-derived electricity generation capacity has completed ultra-low emissions reform as ...
Monday, 06 November 17
COAL SHORTAGE HURTS INDIA'S HINDALCO AND VEDANTA SAYS BUSINESS STANDARD
Aluminium smelter operations of Vedanta and Hindalco are at risk of turning unviable due to a coal crunch.
According to Business Standard an I ...
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Showing 1891 to 1895 news of total 6871 |
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- Agrawal Coal Company - India
- Metalloyd Limited - United Kingdom
- Heidelberg Cement - Germany
- Bahari Cakrawala Sebuku - Indonesia
- ASAPP Information Group - India
- Singapore Mercantile Exchange
- Ministry of Finance - Indonesia
- Thiess Contractors Indonesia
- Therma Luzon, Inc, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Indonesian Coal Mining Association
- GVK Power & Infra Limited - India
- Coastal Gujarat Power Limited - India
- Australian Coal Association
- Deloitte Consulting - India
- Semirara Mining and Power Corporation, Philippines
- SMG Consultants - Indonesia
- Dalmia Cement Bharat India
- Miang Besar Coal Terminal - Indonesia
- Meenaskhi Energy Private Limited - India
- Posco Energy - South Korea
- Kobexindo Tractors - Indoneisa
- VISA Power Limited - India
- CIMB Investment Bank - Malaysia
- Indogreen Group - Indonesia
- Barasentosa Lestari - Indonesia
- Indian Energy Exchange, India
- Attock Cement Pakistan Limited
- Grasim Industreis Ltd - India
- Bangladesh Power Developement Board
- Electricity Generating Authority of Thailand
- Vijayanagar Sugar Pvt Ltd - India
- Minerals Council of Australia
- Romanian Commodities Exchange
- Leighton Contractors Pty Ltd - Australia
- IEA Clean Coal Centre - UK
- OPG Power Generation Pvt Ltd - India
- Riau Bara Harum - Indonesia
- The State Trading Corporation of India Ltd
- Africa Commodities Group - South Africa
- New Zealand Coal & Carbon
- Globalindo Alam Lestari - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Global Green Power PLC Corporation, Philippines
- Kepco SPC Power Corporation, Philippines
- Toyota Tsusho Corporation, Japan
- Maheswari Brothers Coal Limited - India
- San Jose City I Power Corp, Philippines
- Global Business Power Corporation, Philippines
- Malabar Cements Ltd - India
- Banpu Public Company Limited - Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sakthi Sugars Limited - India
- Kumho Petrochemical, South Korea
- Latin American Coal - Colombia
- Edison Trading Spa - Italy
- Ministry of Transport, Egypt
- Iligan Light & Power Inc, Philippines
- Australian Commodity Traders Exchange
- TeaM Sual Corporation - Philippines
- Bharathi Cement Corporation - India
- CNBM International Corporation - China
- Power Finance Corporation Ltd., India
- European Bulk Services B.V. - Netherlands
- Independent Power Producers Association of India
- Manunggal Multi Energi - Indonesia
- Central Java Power - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Salva Resources Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Jindal Steel & Power Ltd - India
- Lanco Infratech Ltd - India
- Parliament of New Zealand
- Thai Mozambique Logistica
- Petron Corporation, Philippines
- Trasteel International SA, Italy
- Star Paper Mills Limited - India
- Antam Resourcindo - Indonesia
- Planning Commission, India
- Oldendorff Carriers - Singapore
- Coalindo Energy - Indonesia
- Videocon Industries ltd - India
- Siam City Cement - Thailand
- Kartika Selabumi Mining - Indonesia
- Vizag Seaport Private Limited - India
- GAC Shipping (India) Pvt Ltd
- Cement Manufacturers Association - India
- Straits Asia Resources Limited - Singapore
- PTC India Limited - India
- Economic Council, Georgia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Standard Chartered Bank - UAE
- Interocean Group of Companies - India
- Baramulti Group, Indonesia
- Xindia Steels Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Tata Chemicals Ltd - India
- Mintek Dendrill Indonesia
- Semirara Mining Corp, Philippines
- Bhatia International Limited - India
- Port Waratah Coal Services - Australia
- Sindya Power Generating Company Private Ltd
- ICICI Bank Limited - India
- Holcim Trading Pte Ltd - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Bhoruka Overseas - Indonesia
- SN Aboitiz Power Inc, Philippines
- GMR Energy Limited - India
- Indika Energy - Indonesia
- McConnell Dowell - Australia
- Madhucon Powers Ltd - India
- Ambuja Cements Ltd - India
- Parry Sugars Refinery, India
- PNOC Exploration Corporation - Philippines
- Eastern Coal Council - USA
- Tamil Nadu electricity Board
- Energy Link Ltd, New Zealand
- Kideco Jaya Agung - Indonesia
- PowerSource Philippines DevCo
- Mercator Lines Limited - India
- Neyveli Lignite Corporation Ltd, - India
- The University of Queensland
- LBH Netherlands Bv - Netherlands
- Altura Mining Limited, Indonesia
- Intertek Mineral Services - Indonesia
- Formosa Plastics Group - Taiwan
- Jorong Barutama Greston.PT - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Bulk Trading Sa - Switzerland
- Borneo Indobara - Indonesia
- Orica Mining Services - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Karbindo Abesyapradhi - Indoneisa
- Chettinad Cement Corporation Ltd - India
- Kaltim Prima Coal - Indonesia
- Anglo American - United Kingdom
- Timah Investasi Mineral - Indoneisa
- Alfred C Toepfer International GmbH - Germany
- Sarangani Energy Corporation, Philippines
- Indo Tambangraya Megah - Indonesia
- Medco Energi Mining Internasional
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Wood Mackenzie - Singapore
- Savvy Resources Ltd - HongKong
- Jaiprakash Power Ventures ltd
- Central Electricity Authority - India
- The Treasury - Australian Government
- Ceylon Electricity Board - Sri Lanka
- PetroVietnam Power Coal Import and Supply Company
- Directorate General of MIneral and Coal - Indonesia
- Energy Development Corp, Philippines
- Orica Australia Pty. Ltd.
- Rio Tinto Coal - Australia
- Samtan Co., Ltd - South Korea
- Ind-Barath Power Infra Limited - India
- Siam City Cement PLC, Thailand
- Renaissance Capital - South Africa
- Sinarmas Energy and Mining - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Uttam Galva Steels Limited - India
- Sree Jayajothi Cements Limited - India
- Goldman Sachs - Singapore
- Krishnapatnam Port Company Ltd. - India
- Merrill Lynch Commodities Europe
- White Energy Company Limited
- Meralco Power Generation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Price Waterhouse Coopers - Russia
- Marubeni Corporation - India
- Pendopo Energi Batubara - Indonesia
- Makarim & Taira - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Chamber of Mines of South Africa
- Rashtriya Ispat Nigam Limited - India
- International Coal Ventures Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- SMC Global Power, Philippines
- India Bulls Power Limited - India
- Wilmar Investment Holdings
- Global Coal Blending Company Limited - Australia
- Coal and Oil Company - UAE
- Essar Steel Hazira Ltd - India
- Gujarat Sidhee Cement - India
- Bayan Resources Tbk. - Indonesia
- Directorate Of Revenue Intelligence - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Georgia Ports Authority, United States
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ministry of Mines - Canada
- Mercuria Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- IHS Mccloskey Coal Group - USA
- Vedanta Resources Plc - India
- Mjunction Services Limited - India
- Larsen & Toubro Limited - India
- Binh Thuan Hamico - Vietnam
- Indian Oil Corporation Limited
- Commonwealth Bank - Australia
- Carbofer General Trading SA - India
- Sojitz Corporation - Japan
- Aboitiz Power Corporation - Philippines
- South Luzon Thermal Energy Corporation
- Aditya Birla Group - India
- Kapuas Tunggal Persada - Indonesia
- Eastern Energy - Thailand
- Bukit Makmur.PT - Indonesia
- Electricity Authority, New Zealand
- London Commodity Brokers - England
- MS Steel International - UAE
- Bhushan Steel Limited - India
- Cigading International Bulk Terminal - Indonesia
- Sical Logistics Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Bukit Baiduri Energy - Indonesia
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