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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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Monday, 25 September 17
U.S WEEKLY COAL OUTPUT DROPS FOR THE FOURTH WEEK IN A ROW, EIA DATA SHOWS
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 15.5 million short ton ...
Wednesday, 20 September 17
SHIPPING MARKET INSIGHT - INTERMODAL
An undoubtedly interesting market lately is the newbuilding market, in which we are witnessing numerous orders across all sectors and sizes. At the ...
Monday, 18 September 17
COAL PRICES WERE RELATIVELY UNCHANGED WEEK OVER WEEK - ANZ
COALspot.com: Coal prices were relatively unchanged, with most interest remaining in the thermal coal market said Daniel Hynes. However, falling st ...
Monday, 18 September 17
PROSPECTS ARE NOT SO CLEAR CUT FOR COAL - CLARKSONS
Prospects are not so clear-cut for coal. According to Clarksons, coal has been a key energy source since the Industrial Revolution and in 2016, ste ...
Friday, 15 September 17
U.S WEEKLY COAL OUTPUT DROPS FOR THE THIRD WEEK IN A ROW, EIA DATA SHOWS
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 15.7 million short ton ...
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Showing 1936 to 1940 news of total 6871 |
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- Antam Resourcindo - Indonesia
- Maheswari Brothers Coal Limited - India
- Standard Chartered Bank - UAE
- Medco Energi Mining Internasional
- Global Green Power PLC Corporation, Philippines
- International Coal Ventures Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- Oldendorff Carriers - Singapore
- Bahari Cakrawala Sebuku - Indonesia
- Star Paper Mills Limited - India
- Siam City Cement - Thailand
- Semirara Mining and Power Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- Kumho Petrochemical, South Korea
- Malabar Cements Ltd - India
- Riau Bara Harum - Indonesia
- Thiess Contractors Indonesia
- Mercator Lines Limited - India
- Miang Besar Coal Terminal - Indonesia
- Aboitiz Power Corporation - Philippines
- Madhucon Powers Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Bulk Trading Sa - Switzerland
- Barasentosa Lestari - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Jindal Steel & Power Ltd - India
- Aditya Birla Group - India
- Bhatia International Limited - India
- Straits Asia Resources Limited - Singapore
- Minerals Council of Australia
- Pendopo Energi Batubara - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Toyota Tsusho Corporation, Japan
- Directorate General of MIneral and Coal - Indonesia
- OPG Power Generation Pvt Ltd - India
- Rashtriya Ispat Nigam Limited - India
- The Treasury - Australian Government
- Vijayanagar Sugar Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Electricity Generating Authority of Thailand
- Jaiprakash Power Ventures ltd
- Meralco Power Generation, Philippines
- Posco Energy - South Korea
- IEA Clean Coal Centre - UK
- Binh Thuan Hamico - Vietnam
- Global Business Power Corporation, Philippines
- CNBM International Corporation - China
- Semirara Mining Corp, Philippines
- Renaissance Capital - South Africa
- Salva Resources Pvt Ltd - India
- Romanian Commodities Exchange
- Karbindo Abesyapradhi - Indoneisa
- Dalmia Cement Bharat India
- Sinarmas Energy and Mining - Indonesia
- PNOC Exploration Corporation - Philippines
- Meenaskhi Energy Private Limited - India
- Bangladesh Power Developement Board
- Pipit Mutiara Jaya. PT, Indonesia
- Parry Sugars Refinery, India
- Bharathi Cement Corporation - India
- Cigading International Bulk Terminal - Indonesia
- Planning Commission, India
- Indogreen Group - Indonesia
- Larsen & Toubro Limited - India
- The University of Queensland
- Carbofer General Trading SA - India
- Intertek Mineral Services - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Baramulti Group, Indonesia
- Mercuria Energy - Indonesia
- Vedanta Resources Plc - India
- Billiton Holdings Pty Ltd - Australia
- Kohat Cement Company Ltd. - Pakistan
- Petron Corporation, Philippines
- Therma Luzon, Inc, Philippines
- Gujarat Electricity Regulatory Commission - India
- Globalindo Alam Lestari - Indonesia
- Energy Link Ltd, New Zealand
- Eastern Coal Council - USA
- Cement Manufacturers Association - India
- LBH Netherlands Bv - Netherlands
- Kalimantan Lumbung Energi - Indonesia
- PTC India Limited - India
- Makarim & Taira - Indonesia
- Merrill Lynch Commodities Europe
- MS Steel International - UAE
- Ambuja Cements Ltd - India
- Goldman Sachs - Singapore
- Global Coal Blending Company Limited - Australia
- Indian Energy Exchange, India
- Ind-Barath Power Infra Limited - India
- ASAPP Information Group - India
- Bukit Baiduri Energy - Indonesia
- GVK Power & Infra Limited - India
- White Energy Company Limited
- Ceylon Electricity Board - Sri Lanka
- Mjunction Services Limited - India
- London Commodity Brokers - England
- SMG Consultants - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Heidelberg Cement - Germany
- Georgia Ports Authority, United States
- PetroVietnam Power Coal Import and Supply Company
- Samtan Co., Ltd - South Korea
- Siam City Cement PLC, Thailand
- Metalloyd Limited - United Kingdom
- SMC Global Power, Philippines
- Port Waratah Coal Services - Australia
- Australian Commodity Traders Exchange
- Savvy Resources Ltd - HongKong
- India Bulls Power Limited - India
- Gujarat Sidhee Cement - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GN Power Mariveles Coal Plant, Philippines
- European Bulk Services B.V. - Netherlands
- San Jose City I Power Corp, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Videocon Industries ltd - India
- Anglo American - United Kingdom
- Wilmar Investment Holdings
- Indian Oil Corporation Limited
- Asmin Koalindo Tuhup - Indonesia
- IHS Mccloskey Coal Group - USA
- McConnell Dowell - Australia
- Altura Mining Limited, Indonesia
- Directorate Of Revenue Intelligence - India
- Sree Jayajothi Cements Limited - India
- Energy Development Corp, Philippines
- South Luzon Thermal Energy Corporation
- Indika Energy - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Ministry of Transport, Egypt
- Kaltim Prima Coal - Indonesia
- Kepco SPC Power Corporation, Philippines
- Central Electricity Authority - India
- Banpu Public Company Limited - Thailand
- Wood Mackenzie - Singapore
- VISA Power Limited - India
- Vizag Seaport Private Limited - India
- Rio Tinto Coal - Australia
- Indo Tambangraya Megah - Indonesia
- Xindia Steels Limited - India
- Borneo Indobara - Indonesia
- Australian Coal Association
- Lanco Infratech Ltd - India
- Sojitz Corporation - Japan
- Coastal Gujarat Power Limited - India
- SN Aboitiz Power Inc, Philippines
- Bayan Resources Tbk. - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Essar Steel Hazira Ltd - India
- Coal and Oil Company - UAE
- Chamber of Mines of South Africa
- Latin American Coal - Colombia
- Uttam Galva Steels Limited - India
- Deloitte Consulting - India
- AsiaOL BioFuels Corp., Philippines
- Kartika Selabumi Mining - Indonesia
- Orica Australia Pty. Ltd.
- Sical Logistics Limited - India
- Tata Chemicals Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Timah Investasi Mineral - Indoneisa
- Ministry of Finance - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Marubeni Corporation - India
- New Zealand Coal & Carbon
- Trasteel International SA, Italy
- Kideco Jaya Agung - Indonesia
- TeaM Sual Corporation - Philippines
- GAC Shipping (India) Pvt Ltd
- Price Waterhouse Coopers - Russia
- Agrawal Coal Company - India
- Gujarat Mineral Development Corp Ltd - India
- Bukit Makmur.PT - Indonesia
- Parliament of New Zealand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Chettinad Cement Corporation Ltd - India
- Karaikal Port Pvt Ltd - India
- Grasim Industreis Ltd - India
- Eastern Energy - Thailand
- Central Java Power - Indonesia
- Attock Cement Pakistan Limited
- Alfred C Toepfer International GmbH - Germany
- Africa Commodities Group - South Africa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Singapore Mercantile Exchange
- Commonwealth Bank - Australia
- Mintek Dendrill Indonesia
- Independent Power Producers Association of India
- Electricity Authority, New Zealand
- The State Trading Corporation of India Ltd
- Bhoruka Overseas - Indonesia
- ICICI Bank Limited - India
- Sindya Power Generating Company Private Ltd
- Iligan Light & Power Inc, Philippines
- Kobexindo Tractors - Indoneisa
- Thai Mozambique Logistica
- Ministry of Mines - Canada
- Indonesian Coal Mining Association
- Economic Council, Georgia
- Sarangani Energy Corporation, Philippines
- GMR Energy Limited - India
- CIMB Investment Bank - Malaysia
- Interocean Group of Companies - India
- Kapuas Tunggal Persada - Indonesia
- Tamil Nadu electricity Board
- Bank of Tokyo Mitsubishi UFJ Ltd
- Edison Trading Spa - Italy
- PowerSource Philippines DevCo
- Sakthi Sugars Limited - India
- Orica Mining Services - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Bhushan Steel Limited - India
- Coalindo Energy - Indonesia
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