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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, 25 October 17
COAL MARKETS REMAINED SUBDUED - DANIEL HYNES
Coal markets remained subdued.
Daniel Hynes, Senior Commodity Strategist at ANZ, Coking coal prices were unchanged amid an absence of fresh of ...
Wednesday, 25 October 17
SHIPPING MARKET REPORT - INTERMODAL
While the majority of perspective Buyers in the dry bulk second-hand market is currently focusing on modern tonnage, there is also increased activi ...
Tuesday, 24 October 17
KOMIPO INVITED BIDS FOR MIN. 4600 NAR BLENDED SUB-BITUMINOUS COAL OF INDONESIAN ORIGIN FOR BORYEONG OR NEW BORYEONG POWER PLANT
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued an another new tender for 5,000,000 Metric Tons of blended sub-bi ...
Tuesday, 24 October 17
CHINA'S INSATIABLE APPETITE FOR THIS ENERGY COMMODITY CONTINUES STRONG - GEORGE LAZARIDIS
Crude oil prices have been seeing some support emerge this past week as supply disruptions in Iraq and a drop in US drilling has helped bolster oil ...
Friday, 20 October 17
U.S COAL PRODUCTION FELL 1.45 PER CENT WEEK OVER WEEK - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 14.9 million short ton ...
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Showing 1906 to 1910 news of total 6871 |
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- International Coal Ventures Pvt Ltd - India
- PTC India Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Chettinad Cement Corporation Ltd - India
- Sical Logistics Limited - India
- Central Electricity Authority - India
- Africa Commodities Group - South Africa
- Electricity Generating Authority of Thailand
- Coastal Gujarat Power Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- European Bulk Services B.V. - Netherlands
- Pipit Mutiara Jaya. PT, Indonesia
- Cigading International Bulk Terminal - Indonesia
- Ind-Barath Power Infra Limited - India
- Posco Energy - South Korea
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Marubeni Corporation - India
- Baramulti Group, Indonesia
- Coalindo Energy - Indonesia
- Bharathi Cement Corporation - India
- Gujarat Mineral Development Corp Ltd - India
- London Commodity Brokers - England
- Oldendorff Carriers - Singapore
- The State Trading Corporation of India Ltd
- Tata Chemicals Ltd - India
- Heidelberg Cement - Germany
- Kaltim Prima Coal - Indonesia
- Australian Coal Association
- Sojitz Corporation - Japan
- Deloitte Consulting - India
- Price Waterhouse Coopers - Russia
- McConnell Dowell - Australia
- SN Aboitiz Power Inc, Philippines
- Planning Commission, India
- Asmin Koalindo Tuhup - Indonesia
- Antam Resourcindo - Indonesia
- Romanian Commodities Exchange
- LBH Netherlands Bv - Netherlands
- Aboitiz Power Corporation - Philippines
- Semirara Mining and Power Corporation, Philippines
- Vizag Seaport Private Limited - India
- Orica Australia Pty. Ltd.
- Bahari Cakrawala Sebuku - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Port Waratah Coal Services - Australia
- Sarangani Energy Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Rashtriya Ispat Nigam Limited - India
- Sakthi Sugars Limited - India
- Rio Tinto Coal - Australia
- Thai Mozambique Logistica
- Interocean Group of Companies - India
- Electricity Authority, New Zealand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Edison Trading Spa - Italy
- Ministry of Transport, Egypt
- CIMB Investment Bank - Malaysia
- Power Finance Corporation Ltd., India
- Singapore Mercantile Exchange
- Petron Corporation, Philippines
- Intertek Mineral Services - Indonesia
- Coal and Oil Company - UAE
- Chamber of Mines of South Africa
- PowerSource Philippines DevCo
- OPG Power Generation Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Economic Council, Georgia
- Indian Energy Exchange, India
- Karaikal Port Pvt Ltd - India
- Cement Manufacturers Association - India
- Mjunction Services Limited - India
- Trasteel International SA, Italy
- Salva Resources Pvt Ltd - India
- Renaissance Capital - South Africa
- GVK Power & Infra Limited - India
- Eastern Coal Council - USA
- Samtan Co., Ltd - South Korea
- AsiaOL BioFuels Corp., Philippines
- India Bulls Power Limited - India
- Therma Luzon, Inc, Philippines
- Videocon Industries ltd - India
- Mintek Dendrill Indonesia
- Bhatia International Limited - India
- Bulk Trading Sa - Switzerland
- Jaiprakash Power Ventures ltd
- Bhushan Steel Limited - India
- Thiess Contractors Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Manunggal Multi Energi - Indonesia
- Uttam Galva Steels Limited - India
- Global Business Power Corporation, Philippines
- Maheswari Brothers Coal Limited - India
- South Luzon Thermal Energy Corporation
- Formosa Plastics Group - Taiwan
- GN Power Mariveles Coal Plant, Philippines
- Banpu Public Company Limited - Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Mercuria Energy - Indonesia
- Bayan Resources Tbk. - Indonesia
- Wood Mackenzie - Singapore
- ASAPP Information Group - India
- Bhoruka Overseas - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Petrochimia International Co. Ltd.- Taiwan
- Meenaskhi Energy Private Limited - India
- Goldman Sachs - Singapore
- Sree Jayajothi Cements Limited - India
- Ministry of Mines - Canada
- Australian Commodity Traders Exchange
- Binh Thuan Hamico - Vietnam
- Aditya Birla Group - India
- Savvy Resources Ltd - HongKong
- GAC Shipping (India) Pvt Ltd
- Jindal Steel & Power Ltd - India
- Agrawal Coal Company - India
- Indian Oil Corporation Limited
- Barasentosa Lestari - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Timah Investasi Mineral - Indoneisa
- Kobexindo Tractors - Indoneisa
- SMG Consultants - Indonesia
- Indika Energy - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Energy Link Ltd, New Zealand
- The University of Queensland
- Indogreen Group - Indonesia
- Tamil Nadu electricity Board
- Sinarmas Energy and Mining - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- PNOC Exploration Corporation - Philippines
- Merrill Lynch Commodities Europe
- Indo Tambangraya Megah - Indonesia
- Larsen & Toubro Limited - India
- VISA Power Limited - India
- Riau Bara Harum - Indonesia
- Pendopo Energi Batubara - Indonesia
- Energy Development Corp, Philippines
- Anglo American - United Kingdom
- IHS Mccloskey Coal Group - USA
- SMC Global Power, Philippines
- Central Java Power - Indonesia
- Ambuja Cements Ltd - India
- Indonesian Coal Mining Association
- Directorate Of Revenue Intelligence - India
- Latin American Coal - Colombia
- Lanco Infratech Ltd - India
- Parliament of New Zealand
- ICICI Bank Limited - India
- Malabar Cements Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Metalloyd Limited - United Kingdom
- Kumho Petrochemical, South Korea
- White Energy Company Limited
- Meralco Power Generation, Philippines
- Wilmar Investment Holdings
- Vedanta Resources Plc - India
- Toyota Tsusho Corporation, Japan
- TeaM Sual Corporation - Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Siam City Cement - Thailand
- Independent Power Producers Association of India
- Gujarat Sidhee Cement - India
- Siam City Cement PLC, Thailand
- Global Coal Blending Company Limited - Australia
- Kapuas Tunggal Persada - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Orica Mining Services - Indonesia
- Sindya Power Generating Company Private Ltd
- IEA Clean Coal Centre - UK
- Commonwealth Bank - Australia
- Madhucon Powers Ltd - India
- Iligan Light & Power Inc, Philippines
- Holcim Trading Pte Ltd - Singapore
- Borneo Indobara - Indonesia
- Makarim & Taira - Indonesia
- MS Steel International - UAE
- Attock Cement Pakistan Limited
- Global Green Power PLC Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- GMR Energy Limited - India
- Essar Steel Hazira Ltd - India
- Kepco SPC Power Corporation, Philippines
- Kideco Jaya Agung - Indonesia
- Standard Chartered Bank - UAE
- Eastern Energy - Thailand
- The Treasury - Australian Government
- Georgia Ports Authority, United States
- Mercator Lines Limited - India
- Bangladesh Power Developement Board
- Ministry of Finance - Indonesia
- Minerals Council of Australia
- Star Paper Mills Limited - India
- Xindia Steels Limited - India
- Leighton Contractors Pty Ltd - Australia
- Grasim Industreis Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Parry Sugars Refinery, India
- Simpson Spence & Young - Indonesia
- Straits Asia Resources Limited - Singapore
- San Jose City I Power Corp, Philippines
- Bukit Baiduri Energy - Indonesia
- Kartika Selabumi Mining - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- CNBM International Corporation - China
- New Zealand Coal & Carbon
- Carbofer General Trading SA - India
- Vijayanagar Sugar Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Krishnapatnam Port Company Ltd. - India
- Altura Mining Limited, Indonesia
- Bukit Makmur.PT - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Medco Energi Mining Internasional
- Globalindo Alam Lestari - Indonesia
- Dalmia Cement Bharat India
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