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, 13 October 17
U.S. COAL EXPORTS FOR THE FIRST SEVEN MONTHS OF 2017 TOTALED 51 MMST; UP 62% YOY, EIA DATA SHOWS
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15.2 million shor ...
Thursday, 12 October 17
THERMAL COAL PRICES IN EUROPE AND ASIA PUSHING HIGHER - DANIEL HYNES
Coal markets took the lead from the oil market, with thermal coal prices in Europe and Asia pushing higher says Daniel Hynes,Senior Commodity Strat ...
Wednesday, 11 October 17
2020 DEBATE AT IBIA'S LISW EVENT: COMPLIANCE & ENFORCEMENT – IT'S COMPLICATED : IBIA
There is no doubt about the start date for the 0.50% marine fuel sulphur limit in MARPOL Annex VI, but questions remain around how it will be enfor ...
Wednesday, 11 October 17
SHIPPING MARKET INSIGHT - TIMOS PPADIMITRIOU
With the majority of second-hand tonnage transactions taking place in the dry bulk sector it’s easy to lose sight of what is happening over a ...
Tuesday, 10 October 17
DELIVERY OF CARGO WITHOUT ORIGINAL BILLS OF LADING - UK P&I CLUB
KNOWLEDGE TO ELEVATE
- It is common in a lot of trades, whether bulk or oil, to accept a Letter of Indemnity (“LOI”) for non-produ ...
|
|
|
Showing 1916 to 1920 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Bayan Resources Tbk. - Indonesia
- Jaiprakash Power Ventures ltd
- Sree Jayajothi Cements Limited - India
- Petron Corporation, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- India Bulls Power Limited - India
- European Bulk Services B.V. - Netherlands
- Port Waratah Coal Services - Australia
- Gujarat Sidhee Cement - India
- Thai Mozambique Logistica
- Medco Energi Mining Internasional
- Economic Council, Georgia
- GAC Shipping (India) Pvt Ltd
- Planning Commission, India
- Interocean Group of Companies - India
- Marubeni Corporation - India
- Renaissance Capital - South Africa
- Cement Manufacturers Association - India
- Independent Power Producers Association of India
- Coal and Oil Company - UAE
- Romanian Commodities Exchange
- Standard Chartered Bank - UAE
- Latin American Coal - Colombia
- South Luzon Thermal Energy Corporation
- Deloitte Consulting - India
- SMC Global Power, Philippines
- TeaM Sual Corporation - Philippines
- Ministry of Finance - Indonesia
- Chettinad Cement Corporation Ltd - India
- Meralco Power Generation, Philippines
- Barasentosa Lestari - Indonesia
- The Treasury - Australian Government
- Straits Asia Resources Limited - Singapore
- Oldendorff Carriers - Singapore
- Vijayanagar Sugar Pvt Ltd - India
- Makarim & Taira - Indonesia
- CNBM International Corporation - China
- Trasteel International SA, Italy
- Parry Sugars Refinery, India
- Maheswari Brothers Coal Limited - India
- Coastal Gujarat Power Limited - India
- AsiaOL BioFuels Corp., Philippines
- Ambuja Cements Ltd - India
- Ind-Barath Power Infra Limited - India
- Ministry of Transport, Egypt
- Agrawal Coal Company - India
- Dalmia Cement Bharat India
- Toyota Tsusho Corporation, Japan
- Ceylon Electricity Board - Sri Lanka
- Indo Tambangraya Megah - Indonesia
- Kobexindo Tractors - Indoneisa
- Malabar Cements Ltd - India
- Sical Logistics Limited - India
- Price Waterhouse Coopers - Russia
- Essar Steel Hazira Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Madhucon Powers Ltd - India
- Heidelberg Cement - Germany
- Vizag Seaport Private Limited - India
- International Coal Ventures Pvt Ltd - India
- Orica Mining Services - Indonesia
- Lanco Infratech Ltd - India
- Energy Development Corp, Philippines
- ICICI Bank Limited - India
- Edison Trading Spa - Italy
- Indika Energy - Indonesia
- Eastern Coal Council - USA
- Pendopo Energi Batubara - Indonesia
- Manunggal Multi Energi - Indonesia
- Bangladesh Power Developement Board
- Vedanta Resources Plc - India
- Parliament of New Zealand
- GVK Power & Infra Limited - India
- Intertek Mineral Services - Indonesia
- Borneo Indobara - Indonesia
- Samtan Co., Ltd - South Korea
- Metalloyd Limited - United Kingdom
- Directorate Of Revenue Intelligence - India
- Merrill Lynch Commodities Europe
- PowerSource Philippines DevCo
- VISA Power Limited - India
- Uttam Galva Steels Limited - India
- GMR Energy Limited - India
- The State Trading Corporation of India Ltd
- Cigading International Bulk Terminal - Indonesia
- Australian Coal Association
- Bhoruka Overseas - Indonesia
- Goldman Sachs - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- Sakthi Sugars Limited - India
- Sarangani Energy Corporation, Philippines
- Kartika Selabumi Mining - Indonesia
- Bhatia International Limited - India
- CIMB Investment Bank - Malaysia
- London Commodity Brokers - England
- Kumho Petrochemical, South Korea
- Bahari Cakrawala Sebuku - Indonesia
- Meenaskhi Energy Private Limited - India
- Billiton Holdings Pty Ltd - Australia
- Thiess Contractors Indonesia
- New Zealand Coal & Carbon
- Siam City Cement PLC, Thailand
- Eastern Energy - Thailand
- Mintek Dendrill Indonesia
- Kepco SPC Power Corporation, Philippines
- Georgia Ports Authority, United States
- Wood Mackenzie - Singapore
- Iligan Light & Power Inc, Philippines
- Videocon Industries ltd - India
- Anglo American - United Kingdom
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Kideco Jaya Agung - Indonesia
- Electricity Generating Authority of Thailand
- Aboitiz Power Corporation - Philippines
- Bukit Baiduri Energy - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- Star Paper Mills Limited - India
- Binh Thuan Hamico - Vietnam
- Carbofer General Trading SA - India
- Bharathi Cement Corporation - India
- Tata Chemicals Ltd - India
- Mercuria Energy - Indonesia
- McConnell Dowell - Australia
- Aditya Birla Group - India
- Global Green Power PLC Corporation, Philippines
- IEA Clean Coal Centre - UK
- Africa Commodities Group - South Africa
- Therma Luzon, Inc, Philippines
- MS Steel International - UAE
- Holcim Trading Pte Ltd - Singapore
- Altura Mining Limited, Indonesia
- Salva Resources Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- Indonesian Coal Mining Association
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Central Electricity Authority - India
- Bhushan Steel Limited - India
- Neyveli Lignite Corporation Ltd, - India
- PetroVietnam Power Coal Import and Supply Company
- Chamber of Mines of South Africa
- SN Aboitiz Power Inc, Philippines
- Globalindo Alam Lestari - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- LBH Netherlands Bv - Netherlands
- Commonwealth Bank - Australia
- Savvy Resources Ltd - HongKong
- Attock Cement Pakistan Limited
- Posco Energy - South Korea
- Electricity Authority, New Zealand
- Leighton Contractors Pty Ltd - Australia
- Directorate General of MIneral and Coal - Indonesia
- Australian Commodity Traders Exchange
- Coalindo Energy - Indonesia
- Siam City Cement - Thailand
- Karaikal Port Pvt Ltd - India
- PNOC Exploration Corporation - Philippines
- Indian Oil Corporation Limited
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Tamil Nadu electricity Board
- Baramulti Group, Indonesia
- Central Java Power - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Xindia Steels Limited - India
- Mercator Lines Limited - India
- Grasim Industreis Ltd - India
- Energy Link Ltd, New Zealand
- GN Power Mariveles Coal Plant, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- San Jose City I Power Corp, Philippines
- Global Business Power Corporation, Philippines
- Mjunction Services Limited - India
- Jindal Steel & Power Ltd - India
- Antam Resourcindo - Indonesia
- Formosa Plastics Group - Taiwan
- Semirara Mining Corp, Philippines
- Riau Bara Harum - Indonesia
- PTC India Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Kaltim Prima Coal - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Kapuas Tunggal Persada - Indonesia
- Singapore Mercantile Exchange
- Banpu Public Company Limited - Thailand
- Krishnapatnam Port Company Ltd. - India
- Wilmar Investment Holdings
- Larsen & Toubro Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Rio Tinto Coal - Australia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Karbindo Abesyapradhi - Indoneisa
- Pipit Mutiara Jaya. PT, Indonesia
- Timah Investasi Mineral - Indoneisa
- Sindya Power Generating Company Private Ltd
- Simpson Spence & Young - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- IHS Mccloskey Coal Group - USA
- The University of Queensland
- Bukit Makmur.PT - Indonesia
- ASAPP Information Group - India
- Semirara Mining and Power Corporation, Philippines
- Minerals Council of Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- SMG Consultants - Indonesia
- White Energy Company Limited
- Indogreen Group - Indonesia
- Indian Energy Exchange, India
- Global Coal Blending Company Limited - Australia
- Power Finance Corporation Ltd., India
- Sojitz Corporation - Japan
- Sinarmas Energy and Mining - Indonesia
- Ministry of Mines - Canada
- Miang Besar Coal Terminal - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Orica Australia Pty. Ltd.
|
| |
| |
|
