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.
|
|
Tuesday, 12 September 17
KOMIPO TO IMPORT 2.5 MILLION TONS OF 5700 NAR COAL FOR 5 YEARS
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued an another new tender for total 500,000 Metric Tons of Bituminous ...
Monday, 11 September 17
A PUNCHY WEEK FOR THE BIG SHIPS AS THE RATE FOR WEST AUSTRALIA TO CHINA HIT $8.00 THE FIRST TIME IN NEARLY THREE YEARS - BALTIC EXCHANGE
Capesize
A punchy week for the big ships as the rate for West Australia/China hit $8.00 the first time in nearly three years. A Jiangsu Steamship ...
Monday, 11 September 17
INDONESIAN ICPR SURGES HIGHER, POSTS BIGGEST MONTHLY RISE SINCE DECEMBER 2016, ESDM DATA SHOWS
COALspot.com: Indonesian coal benchmark price surges 9.60% in September, government data showed.
The benchmark price of Indonesian th ...
Monday, 11 September 17
KOMIPO INVITED BIDS FOR TOTAL 6.235 MMT OF 5700 AND 5100 NAR COAL FOR 2017 TO 2022 LOADING
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued an another new tender for total 1,590,000 Metric Tons of Bitumino ...
Monday, 11 September 17
THE FREIGHT MARKET ROSE WEEK OVER WEEK; BCI UP 22.22% & BPI UP 14.77%
COALspot.com: The freight market rose in all segments week over week. Mainly Cape and Panamax have supported to pushed up BDI this past week, BDI, ...
|
|
|
Showing 1946 to 1950 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Indika Energy - Indonesia
- Posco Energy - South Korea
- Petrochimia International Co. Ltd.- Taiwan
- Coalindo Energy - Indonesia
- IHS Mccloskey Coal Group - USA
- Barasentosa Lestari - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Deloitte Consulting - India
- Petron Corporation, Philippines
- Parry Sugars Refinery, India
- Attock Cement Pakistan Limited
- Bukit Asam (Persero) Tbk - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Bahari Cakrawala Sebuku - Indonesia
- India Bulls Power Limited - India
- London Commodity Brokers - England
- Global Coal Blending Company Limited - Australia
- Mercuria Energy - Indonesia
- CNBM International Corporation - China
- Gujarat Mineral Development Corp Ltd - India
- Coal and Oil Company - UAE
- Therma Luzon, Inc, Philippines
- Simpson Spence & Young - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- GVK Power & Infra Limited - India
- Romanian Commodities Exchange
- Bhushan Steel Limited - India
- Bangladesh Power Developement Board
- Miang Besar Coal Terminal - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kapuas Tunggal Persada - Indonesia
- Bharathi Cement Corporation - India
- Straits Asia Resources Limited - Singapore
- Essar Steel Hazira Ltd - India
- Savvy Resources Ltd - HongKong
- Orica Mining Services - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- CIMB Investment Bank - Malaysia
- Planning Commission, India
- Mintek Dendrill Indonesia
- Medco Energi Mining Internasional
- Georgia Ports Authority, United States
- Economic Council, Georgia
- Chettinad Cement Corporation Ltd - India
- Formosa Plastics Group - Taiwan
- SMC Global Power, Philippines
- Malabar Cements Ltd - India
- Carbofer General Trading SA - India
- Dalmia Cement Bharat India
- Anglo American - United Kingdom
- Coastal Gujarat Power Limited - India
- Tata Chemicals Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- LBH Netherlands Bv - Netherlands
- Meralco Power Generation, Philippines
- Wood Mackenzie - Singapore
- Antam Resourcindo - Indonesia
- Renaissance Capital - South Africa
- TeaM Sual Corporation - Philippines
- Indogreen Group - Indonesia
- Globalindo Alam Lestari - Indonesia
- Global Green Power PLC Corporation, Philippines
- Cement Manufacturers Association - India
- Ministry of Mines - Canada
- Pipit Mutiara Jaya. PT, Indonesia
- Ceylon Electricity Board - Sri Lanka
- Vedanta Resources Plc - India
- Marubeni Corporation - India
- The State Trading Corporation of India Ltd
- Larsen & Toubro Limited - India
- Karaikal Port Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Standard Chartered Bank - UAE
- Thai Mozambique Logistica
- Electricity Generating Authority of Thailand
- GN Power Mariveles Coal Plant, Philippines
- Price Waterhouse Coopers - Russia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Maheswari Brothers Coal Limited - India
- Iligan Light & Power Inc, Philippines
- Bhoruka Overseas - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Rio Tinto Coal - Australia
- Billiton Holdings Pty Ltd - Australia
- Central Electricity Authority - India
- Ambuja Cements Ltd - India
- Grasim Industreis Ltd - India
- Gujarat Sidhee Cement - India
- Binh Thuan Hamico - Vietnam
- Toyota Tsusho Corporation, Japan
- The Treasury - Australian Government
- Bukit Makmur.PT - Indonesia
- Vizag Seaport Private Limited - India
- Ind-Barath Power Infra Limited - India
- Semirara Mining Corp, Philippines
- Independent Power Producers Association of India
- Jorong Barutama Greston.PT - Indonesia
- Energy Link Ltd, New Zealand
- Star Paper Mills Limited - India
- San Jose City I Power Corp, Philippines
- International Coal Ventures Pvt Ltd - India
- Minerals Council of Australia
- McConnell Dowell - Australia
- Sindya Power Generating Company Private Ltd
- Indian Energy Exchange, India
- Sarangani Energy Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- Madhucon Powers Ltd - India
- The University of Queensland
- VISA Power Limited - India
- Trasteel International SA, Italy
- Kumho Petrochemical, South Korea
- Manunggal Multi Energi - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Siam City Cement PLC, Thailand
- Siam City Cement - Thailand
- Global Business Power Corporation, Philippines
- Oldendorff Carriers - Singapore
- Krishnapatnam Port Company Ltd. - India
- Borneo Indobara - Indonesia
- SN Aboitiz Power Inc, Philippines
- MS Steel International - UAE
- Mercator Lines Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Bukit Baiduri Energy - Indonesia
- Metalloyd Limited - United Kingdom
- Bayan Resources Tbk. - Indonesia
- Central Java Power - Indonesia
- Aboitiz Power Corporation - Philippines
- Neyveli Lignite Corporation Ltd, - India
- Latin American Coal - Colombia
- Bhatia International Limited - India
- Bulk Trading Sa - Switzerland
- Meenaskhi Energy Private Limited - India
- Samtan Co., Ltd - South Korea
- Indo Tambangraya Megah - Indonesia
- Pendopo Energi Batubara - Indonesia
- New Zealand Coal & Carbon
- Singapore Mercantile Exchange
- Eastern Energy - Thailand
- Indonesian Coal Mining Association
- South Luzon Thermal Energy Corporation
- Goldman Sachs - Singapore
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sinarmas Energy and Mining - Indonesia
- ASAPP Information Group - India
- Uttam Galva Steels Limited - India
- Riau Bara Harum - Indonesia
- PNOC Exploration Corporation - Philippines
- Agrawal Coal Company - India
- Port Waratah Coal Services - Australia
- OPG Power Generation Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Interocean Group of Companies - India
- Videocon Industries ltd - India
- European Bulk Services B.V. - Netherlands
- Heidelberg Cement - Germany
- Kalimantan Lumbung Energi - Indonesia
- Mjunction Services Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- AsiaOL BioFuels Corp., Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Aditya Birla Group - India
- Australian Coal Association
- Chamber of Mines of South Africa
- Baramulti Group, Indonesia
- Orica Australia Pty. Ltd.
- Eastern Coal Council - USA
- Alfred C Toepfer International GmbH - Germany
- Thiess Contractors Indonesia
- Ministry of Transport, Egypt
- Tamil Nadu electricity Board
- Sojitz Corporation - Japan
- Edison Trading Spa - Italy
- Lanco Infratech Ltd - India
- Timah Investasi Mineral - Indoneisa
- Sakthi Sugars Limited - India
- Electricity Authority, New Zealand
- PTC India Limited - India
- Directorate Of Revenue Intelligence - India
- ICICI Bank Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Jaiprakash Power Ventures ltd
- SMG Consultants - Indonesia
- Wilmar Investment Holdings
- Xindia Steels Limited - India
- Banpu Public Company Limited - Thailand
- Australian Commodity Traders Exchange
- Kohat Cement Company Ltd. - Pakistan
- Kaltim Prima Coal - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Indian Oil Corporation Limited
- Commonwealth Bank - Australia
- Makarim & Taira - Indonesia
- Power Finance Corporation Ltd., India
- PowerSource Philippines DevCo
- Jindal Steel & Power Ltd - India
- Merrill Lynch Commodities Europe
- IEA Clean Coal Centre - UK
- Kepco SPC Power Corporation, Philippines
- White Energy Company Limited
- Kideco Jaya Agung - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Sical Logistics Limited - India
- Altura Mining Limited, Indonesia
- Ministry of Finance - Indonesia
- Intertek Mineral Services - Indonesia
- Parliament of New Zealand
- GMR Energy Limited - India
- Africa Commodities Group - South Africa
- Kobexindo Tractors - Indoneisa
- Cigading International Bulk Terminal - Indonesia
- Energy Development Corp, Philippines
|
| |
| |
|
