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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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Thursday, 14 September 17
THE FIRM COAL TRADE IS SUPPORTING SUPRAS; FIXING AROUND LOW $13000 WITH DELIVERY THAILAND - FEARNLEYS
Supramax
This week has brought Supras firm rates and numerous orders. Scrap orders from Cont to Med still pay $11000 and Fertilizer from Baltic t ...
Thursday, 14 September 17
KOMIPO INVITED BIDS FOR 5700 NAR BITUMINOUS COAL FOR BORYEONG POWER PLANT; 390K MT FOR NOV LOADING
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued an another new tender for 390,000 Metric Tons of Bituminous coal ...
Wednesday, 13 September 17
U.S. COAL EXPORTS FOR THE FIRST SIX MONTHS OF 2017 WERE 55% HIGHER COMPARED TO THE SAME PERIOD IN 2016 - EIA
COALspot.com: EIA expects the share of U.S. total utility-scale electricity generation from natural gas to fall from an average of 34% in 2016 to a ...
Wednesday, 13 September 17
SOME THOUGHTS ON NORTH KOREA, US & CHINA - THEODORE NTALAKOS
The trade volume between North Korea and China is more than $5 billion per year. 83% of North Korea's exports end up in China; similarly, about ...
Tuesday, 12 September 17
NEWCASTLE FOB PRICES ROSE STRONGLY AND ARE NOW THREATENING TO BREAK THROUGH US$100/T - DANIEL HYNES
COALspot.com: The rise in crude oil market supported further gains in thermal coal, says Daniel Hynes Senior Commodity Strategist at ANZ.
Acco ...
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Showing 1941 to 1945 news of total 6871 |
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- Bharathi Cement Corporation - India
- Neyveli Lignite Corporation Ltd, - India
- Directorate General of MIneral and Coal - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bukit Makmur.PT - Indonesia
- Ministry of Transport, Egypt
- Dalmia Cement Bharat India
- Uttam Galva Steels Limited - India
- Mintek Dendrill Indonesia
- Renaissance Capital - South Africa
- Bukit Baiduri Energy - Indonesia
- Star Paper Mills Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Simpson Spence & Young - Indonesia
- Kideco Jaya Agung - Indonesia
- Wood Mackenzie - Singapore
- GVK Power & Infra Limited - India
- Eastern Coal Council - USA
- European Bulk Services B.V. - Netherlands
- Globalindo Alam Lestari - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Makarim & Taira - Indonesia
- Karaikal Port Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Sindya Power Generating Company Private Ltd
- GMR Energy Limited - India
- Bayan Resources Tbk. - Indonesia
- Georgia Ports Authority, United States
- Rio Tinto Coal - Australia
- Parliament of New Zealand
- Bukit Asam (Persero) Tbk - Indonesia
- Barasentosa Lestari - Indonesia
- Indonesian Coal Mining Association
- Altura Mining Limited, Indonesia
- MS Steel International - UAE
- Australian Coal Association
- Gujarat Sidhee Cement - India
- GAC Shipping (India) Pvt Ltd
- Timah Investasi Mineral - Indoneisa
- Semirara Mining and Power Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Pipit Mutiara Jaya. PT, Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Vijayanagar Sugar Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Malabar Cements Ltd - India
- Indian Oil Corporation Limited
- Port Waratah Coal Services - Australia
- Grasim Industreis Ltd - India
- Energy Development Corp, Philippines
- SMG Consultants - Indonesia
- Trasteel International SA, Italy
- Bhushan Steel Limited - India
- Global Business Power Corporation, Philippines
- Carbofer General Trading SA - India
- Orica Australia Pty. Ltd.
- Central Electricity Authority - India
- AsiaOL BioFuels Corp., Philippines
- Krishnapatnam Port Company Ltd. - India
- Mjunction Services Limited - India
- ICICI Bank Limited - India
- Mercuria Energy - Indonesia
- Sree Jayajothi Cements Limited - India
- Toyota Tsusho Corporation, Japan
- Karbindo Abesyapradhi - Indoneisa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Petron Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- Sakthi Sugars Limited - India
- Kumho Petrochemical, South Korea
- Salva Resources Pvt Ltd - India
- The Treasury - Australian Government
- Marubeni Corporation - India
- London Commodity Brokers - England
- PetroVietnam Power Coal Import and Supply Company
- Sical Logistics Limited - India
- Interocean Group of Companies - India
- Cement Manufacturers Association - India
- Heidelberg Cement - Germany
- Kapuas Tunggal Persada - Indonesia
- Vedanta Resources Plc - India
- Bhoruka Overseas - Indonesia
- McConnell Dowell - Australia
- Intertek Mineral Services - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Maheswari Brothers Coal Limited - India
- Aditya Birla Group - India
- SMC Global Power, Philippines
- Gujarat Electricity Regulatory Commission - India
- Coal and Oil Company - UAE
- Minerals Council of Australia
- Posco Energy - South Korea
- India Bulls Power Limited - India
- Antam Resourcindo - Indonesia
- Tamil Nadu electricity Board
- PNOC Exploration Corporation - Philippines
- Economic Council, Georgia
- Agrawal Coal Company - India
- Indian Energy Exchange, India
- Independent Power Producers Association of India
- IHS Mccloskey Coal Group - USA
- Binh Thuan Hamico - Vietnam
- Iligan Light & Power Inc, Philippines
- Medco Energi Mining Internasional
- Baramulti Group, Indonesia
- Central Java Power - Indonesia
- CIMB Investment Bank - Malaysia
- International Coal Ventures Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Vizag Seaport Private Limited - India
- Standard Chartered Bank - UAE
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ministry of Mines - Canada
- Romanian Commodities Exchange
- Lanco Infratech Ltd - India
- Banpu Public Company Limited - Thailand
- The University of Queensland
- Africa Commodities Group - South Africa
- LBH Netherlands Bv - Netherlands
- Mercator Lines Limited - India
- VISA Power Limited - India
- Meenaskhi Energy Private Limited - India
- Commonwealth Bank - Australia
- Siam City Cement - Thailand
- GN Power Mariveles Coal Plant, Philippines
- OPG Power Generation Pvt Ltd - India
- Latin American Coal - Colombia
- Holcim Trading Pte Ltd - Singapore
- Rashtriya Ispat Nigam Limited - India
- Chettinad Cement Corporation Ltd - India
- PowerSource Philippines DevCo
- Kobexindo Tractors - Indoneisa
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ceylon Electricity Board - Sri Lanka
- Planning Commission, India
- Chamber of Mines of South Africa
- Edison Trading Spa - Italy
- Larsen & Toubro Limited - India
- Ambuja Cements Ltd - India
- Power Finance Corporation Ltd., India
- PTC India Limited - India
- Ministry of Finance - Indonesia
- Jaiprakash Power Ventures ltd
- Price Waterhouse Coopers - Russia
- Cigading International Bulk Terminal - Indonesia
- Riau Bara Harum - Indonesia
- Merrill Lynch Commodities Europe
- White Energy Company Limited
- Aboitiz Power Corporation - Philippines
- Madhucon Powers Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Borneo Indobara - Indonesia
- Pendopo Energi Batubara - Indonesia
- Electricity Generating Authority of Thailand
- Straits Asia Resources Limited - Singapore
- Maharashtra Electricity Regulatory Commission - India
- Siam City Cement PLC, Thailand
- South Luzon Thermal Energy Corporation
- Deloitte Consulting - India
- Kepco SPC Power Corporation, Philippines
- Formosa Plastics Group - Taiwan
- Videocon Industries ltd - India
- TeaM Sual Corporation - Philippines
- IEA Clean Coal Centre - UK
- Indo Tambangraya Megah - Indonesia
- Global Green Power PLC Corporation, Philippines
- Bangladesh Power Developement Board
- Ind-Barath Power Infra Limited - India
- Global Coal Blending Company Limited - Australia
- SN Aboitiz Power Inc, Philippines
- Indika Energy - Indonesia
- Anglo American - United Kingdom
- Leighton Contractors Pty Ltd - Australia
- Tata Chemicals Ltd - India
- Attock Cement Pakistan Limited
- Orica Mining Services - Indonesia
- Jindal Steel & Power Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- Indogreen Group - Indonesia
- Sojitz Corporation - Japan
- Bank of Tokyo Mitsubishi UFJ Ltd
- Wilmar Investment Holdings
- The State Trading Corporation of India Ltd
- Energy Link Ltd, New Zealand
- Semirara Mining Corp, Philippines
- Electricity Authority, New Zealand
- Australian Commodity Traders Exchange
- Parry Sugars Refinery, India
- Xindia Steels Limited - India
- Oldendorff Carriers - Singapore
- Billiton Holdings Pty Ltd - Australia
- Bulk Trading Sa - Switzerland
- Meralco Power Generation, Philippines
- ASAPP Information Group - India
- Bhatia International Limited - India
- Samtan Co., Ltd - South Korea
- Metalloyd Limited - United Kingdom
- Therma Luzon, Inc, Philippines
- Essar Steel Hazira Ltd - India
- Kaltim Prima Coal - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Coastal Gujarat Power Limited - India
- Thiess Contractors Indonesia
- Savvy Resources Ltd - HongKong
- Gujarat Mineral Development Corp Ltd - India
- Manunggal Multi Energi - Indonesia
- Eastern Energy - Thailand
- CNBM International Corporation - China
- Alfred C Toepfer International GmbH - Germany
- Coalindo Energy - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Goldman Sachs - Singapore
- Singapore Mercantile Exchange
- New Zealand Coal & Carbon
- Thai Mozambique Logistica
- Directorate Of Revenue Intelligence - India
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