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.
|
|
Monday, 06 November 17
MARINE BUNKER EXCHANGE EXPECTS BUNKER PRICES WILL CONTINUE UPWARD TREND NEXT WEEK
World fuel indexes rose during the week, supported by main oil producers’ statements about possible extension of oil production cut agreement ...
Monday, 06 November 17
THE THERMAL COAL MARKET CAME UNDER SOME PRESSURE AS THE OUTLOOK FOR DEMAND WEAKENED - DANIEL HYNES
Commodities were mixed as investors grappled with a revised tax plan in the US amid a rising USD said Daniel Hynes in his linked in post.
Acco ...
Monday, 06 November 17
THE FREIGHT MARKET WAS CONTINUED TO SOFTEN THIS PAST WEEK; BCI DOWN 184 POINT WEEK OVER WEEK
COALspot.com: The freight market was continued to soften this past week compared to the previous week, as BDI and all segments except Panamax index ...
Friday, 03 November 17
U.S. COAL PRODUCTION FELL WEEK-OVER-WEEK, EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 14.5 million short ton ...
Wednesday, 01 November 17
SHIPPING MARKET INSIGHT - KONSTANTINOS KONTOMICHIS
As it was expected, the strong dry bulk freight market of the past couple of months has inspired similar activity in the second-hand market. Noneth ...
|
|
|
Showing 1896 to 1900 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Bhushan Steel Limited - India
- Attock Cement Pakistan Limited
- Banpu Public Company Limited - Thailand
- Timah Investasi Mineral - Indoneisa
- ASAPP Information Group - India
- Straits Asia Resources Limited - Singapore
- Grasim Industreis Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Jindal Steel & Power Ltd - India
- Lanco Infratech Ltd - India
- Global Coal Blending Company Limited - Australia
- Interocean Group of Companies - India
- Ambuja Cements Ltd - India
- Global Business Power Corporation, Philippines
- Karaikal Port Pvt Ltd - India
- Iligan Light & Power Inc, Philippines
- Videocon Industries ltd - India
- Economic Council, Georgia
- Bukit Asam (Persero) Tbk - Indonesia
- Sojitz Corporation - Japan
- Siam City Cement PLC, Thailand
- Agrawal Coal Company - India
- Alfred C Toepfer International GmbH - Germany
- Sical Logistics Limited - India
- Indogreen Group - Indonesia
- San Jose City I Power Corp, Philippines
- Mercator Lines Limited - India
- IEA Clean Coal Centre - UK
- Coastal Gujarat Power Limited - India
- India Bulls Power Limited - India
- Planning Commission, India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- PTC India Limited - India
- Jaiprakash Power Ventures ltd
- Sinarmas Energy and Mining - Indonesia
- Sindya Power Generating Company Private Ltd
- Renaissance Capital - South Africa
- Krishnapatnam Port Company Ltd. - India
- Bangladesh Power Developement Board
- Bulk Trading Sa - Switzerland
- ICICI Bank Limited - India
- Australian Coal Association
- Sakthi Sugars Limited - India
- Wood Mackenzie - Singapore
- Orica Australia Pty. Ltd.
- Maheswari Brothers Coal Limited - India
- Makarim & Taira - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- McConnell Dowell - Australia
- Energy Development Corp, Philippines
- Kartika Selabumi Mining - Indonesia
- Antam Resourcindo - Indonesia
- The University of Queensland
- Holcim Trading Pte Ltd - Singapore
- Bhatia International Limited - India
- Electricity Authority, New Zealand
- Neyveli Lignite Corporation Ltd, - India
- International Coal Ventures Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- The Treasury - Australian Government
- Ministry of Mines - Canada
- Intertek Mineral Services - Indonesia
- Toyota Tsusho Corporation, Japan
- Cigading International Bulk Terminal - Indonesia
- LBH Netherlands Bv - Netherlands
- Kalimantan Lumbung Energi - Indonesia
- Romanian Commodities Exchange
- Formosa Plastics Group - Taiwan
- Price Waterhouse Coopers - Russia
- Minerals Council of Australia
- CIMB Investment Bank - Malaysia
- SMG Consultants - Indonesia
- Bhoruka Overseas - Indonesia
- Savvy Resources Ltd - HongKong
- TeaM Sual Corporation - Philippines
- Kumho Petrochemical, South Korea
- Petrochimia International Co. Ltd.- Taiwan
- MS Steel International - UAE
- Standard Chartered Bank - UAE
- Coalindo Energy - Indonesia
- The State Trading Corporation of India Ltd
- AsiaOL BioFuels Corp., Philippines
- Merrill Lynch Commodities Europe
- GN Power Mariveles Coal Plant, Philippines
- Indian Energy Exchange, India
- Malabar Cements Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Latin American Coal - Colombia
- PetroVietnam Power Coal Import and Supply Company
- GVK Power & Infra Limited - India
- Kaltim Prima Coal - Indonesia
- Anglo American - United Kingdom
- Ind-Barath Power Infra Limited - India
- Binh Thuan Hamico - Vietnam
- Baramulti Group, Indonesia
- London Commodity Brokers - England
- Mintek Dendrill Indonesia
- Leighton Contractors Pty Ltd - Australia
- Oldendorff Carriers - Singapore
- Orica Mining Services - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Heidelberg Cement - Germany
- Trasteel International SA, Italy
- Bank of Tokyo Mitsubishi UFJ Ltd
- Kideco Jaya Agung - Indonesia
- Uttam Galva Steels Limited - India
- Global Green Power PLC Corporation, Philippines
- Simpson Spence & Young - Indonesia
- Eastern Coal Council - USA
- OPG Power Generation Pvt Ltd - India
- Petron Corporation, Philippines
- SMC Global Power, Philippines
- SN Aboitiz Power Inc, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Meenaskhi Energy Private Limited - India
- VISA Power Limited - India
- Indian Oil Corporation Limited
- Bukit Makmur.PT - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Thai Mozambique Logistica
- Tamil Nadu electricity Board
- CNBM International Corporation - China
- PNOC Exploration Corporation - Philippines
- Deloitte Consulting - India
- Ministry of Finance - Indonesia
- Vizag Seaport Private Limited - India
- Tata Chemicals Ltd - India
- Georgia Ports Authority, United States
- Edison Trading Spa - Italy
- PowerSource Philippines DevCo
- Riau Bara Harum - Indonesia
- Bharathi Cement Corporation - India
- Energy Link Ltd, New Zealand
- Altura Mining Limited, Indonesia
- Indonesian Coal Mining Association
- Star Paper Mills Limited - India
- Central Electricity Authority - India
- Parry Sugars Refinery, India
- Pendopo Energi Batubara - Indonesia
- Samtan Co., Ltd - South Korea
- Ministry of Transport, Egypt
- Ceylon Electricity Board - Sri Lanka
- New Zealand Coal & Carbon
- Dalmia Cement Bharat India
- Rio Tinto Coal - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kepco SPC Power Corporation, Philippines
- Semirara Mining Corp, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Kobexindo Tractors - Indoneisa
- Bukit Baiduri Energy - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Semirara Mining and Power Corporation, Philippines
- Larsen & Toubro Limited - India
- Australian Commodity Traders Exchange
- Miang Besar Coal Terminal - Indonesia
- Xindia Steels Limited - India
- Maharashtra Electricity Regulatory Commission - India
- IHS Mccloskey Coal Group - USA
- Parliament of New Zealand
- Gujarat Sidhee Cement - India
- Chettinad Cement Corporation Ltd - India
- GAC Shipping (India) Pvt Ltd
- South Luzon Thermal Energy Corporation
- Mjunction Services Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Mercuria Energy - Indonesia
- Directorate Of Revenue Intelligence - India
- Gujarat Mineral Development Corp Ltd - India
- Africa Commodities Group - South Africa
- Coal and Oil Company - UAE
- Asmin Koalindo Tuhup - Indonesia
- Carbofer General Trading SA - India
- Therma Luzon, Inc, Philippines
- Goldman Sachs - Singapore
- Barasentosa Lestari - Indonesia
- Globalindo Alam Lestari - Indonesia
- Chamber of Mines of South Africa
- GMR Energy Limited - India
- Indo Tambangraya Megah - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Aboitiz Power Corporation - Philippines
- Port Waratah Coal Services - Australia
- Vijayanagar Sugar Pvt Ltd - India
- Commonwealth Bank - Australia
- Thiess Contractors Indonesia
- Cement Manufacturers Association - India
- Eastern Energy - Thailand
- Metalloyd Limited - United Kingdom
- White Energy Company Limited
- Madhucon Powers Ltd - India
- Manunggal Multi Energi - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Marubeni Corporation - India
- Borneo Indobara - Indonesia
- Posco Energy - South Korea
- European Bulk Services B.V. - Netherlands
- Singapore Mercantile Exchange
- Essar Steel Hazira Ltd - India
- Electricity Generating Authority of Thailand
- Indika Energy - Indonesia
- Vedanta Resources Plc - India
- Medco Energi Mining Internasional
- Aditya Birla Group - India
- Bayan Resources Tbk. - Indonesia
- Central Java Power - Indonesia
- Salva Resources Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- Wilmar Investment Holdings
- Gujarat Electricity Regulatory Commission - India
- Independent Power Producers Association of India
- Meralco Power Generation, Philippines
- Siam City Cement - Thailand
- Sree Jayajothi Cements Limited - India
- Power Finance Corporation Ltd., India
|
| |
| |
|
