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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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Tuesday, 05 September 17
COAL: A STRONG MOVEMENT IN THE COAL MARKET OVER THE SUMMER MONTHS - GEORGE LAZARIDIS
We have been witnessing a strong movement in the coal market over the summer months something that has not only helped boost prices for the commodi ...
Friday, 01 September 17
U.S COAL OUTPUT DIPS WEEK OVER WEEK, SAYS EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16.7 million short ton ...
Thursday, 31 August 17
SUPRAMAX: INDO TO CHINA COAL TRIPS AT AROUND $9000, DELIVERY THAILAND - FEARNLEYS
Supramax
A bit slow start to the week with UK holidays on Monday. Still strong rates for cargoes out of Black Sea, where front hauls where done $ ...
Tuesday, 29 August 17
WEEKLY SHIPPING MARKET ANALYSIS - ALLIED
In the aftermath of Hurricane Harvey, one of the worst disasters to hit Texas, we are now looking to get a clearer picture of the possible disrupti ...
Tuesday, 29 August 17
U.S WEEKLY COAL OUT UP 3.4% WEEK OVER WEEK TO APPROX. 17 MMST, SAYS EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 17 million short tonne ...
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Showing 1956 to 1960 news of total 6871 |
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- Port Waratah Coal Services - Australia
- Eastern Coal Council - USA
- Chettinad Cement Corporation Ltd - India
- Siam City Cement PLC, Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Global Coal Blending Company Limited - Australia
- Asmin Koalindo Tuhup - Indonesia
- Mjunction Services Limited - India
- Grasim Industreis Ltd - India
- Mercuria Energy - Indonesia
- Siam City Cement - Thailand
- Latin American Coal - Colombia
- Kobexindo Tractors - Indoneisa
- Dalmia Cement Bharat India
- Central Java Power - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Malabar Cements Ltd - India
- Simpson Spence & Young - Indonesia
- Sojitz Corporation - Japan
- Aboitiz Power Corporation - Philippines
- PNOC Exploration Corporation - Philippines
- Global Green Power PLC Corporation, Philippines
- Sarangani Energy Corporation, Philippines
- Bhoruka Overseas - Indonesia
- Ambuja Cements Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Singapore Mercantile Exchange
- Tamil Nadu electricity Board
- Indian Oil Corporation Limited
- Wood Mackenzie - Singapore
- Deloitte Consulting - India
- Neyveli Lignite Corporation Ltd, - India
- McConnell Dowell - Australia
- PetroVietnam Power Coal Import and Supply Company
- Bharathi Cement Corporation - India
- European Bulk Services B.V. - Netherlands
- Global Business Power Corporation, Philippines
- Therma Luzon, Inc, Philippines
- Goldman Sachs - Singapore
- Antam Resourcindo - Indonesia
- SN Aboitiz Power Inc, Philippines
- Intertek Mineral Services - Indonesia
- Sakthi Sugars Limited - India
- ASAPP Information Group - India
- Iligan Light & Power Inc, Philippines
- Globalindo Alam Lestari - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Marubeni Corporation - India
- Wilmar Investment Holdings
- Trasteel International SA, Italy
- Jorong Barutama Greston.PT - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Romanian Commodities Exchange
- Vedanta Resources Plc - India
- Manunggal Multi Energi - Indonesia
- Uttam Galva Steels Limited - India
- Bukit Makmur.PT - Indonesia
- Gujarat Sidhee Cement - India
- Metalloyd Limited - United Kingdom
- Cement Manufacturers Association - India
- Mercator Lines Limited - India
- The State Trading Corporation of India Ltd
- Petron Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- CNBM International Corporation - China
- Vizag Seaport Private Limited - India
- Indo Tambangraya Megah - Indonesia
- Bhatia International Limited - India
- San Jose City I Power Corp, Philippines
- LBH Netherlands Bv - Netherlands
- Sree Jayajothi Cements Limited - India
- OPG Power Generation Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Indogreen Group - Indonesia
- London Commodity Brokers - England
- Meralco Power Generation, Philippines
- Carbofer General Trading SA - India
- Indian Energy Exchange, India
- Kumho Petrochemical, South Korea
- Xindia Steels Limited - India
- Jaiprakash Power Ventures ltd
- New Zealand Coal & Carbon
- Barasentosa Lestari - Indonesia
- Rio Tinto Coal - Australia
- The University of Queensland
- Electricity Generating Authority of Thailand
- Parry Sugars Refinery, India
- Kapuas Tunggal Persada - Indonesia
- Merrill Lynch Commodities Europe
- SMC Global Power, Philippines
- Oldendorff Carriers - Singapore
- Ind-Barath Power Infra Limited - India
- Energy Development Corp, Philippines
- Medco Energi Mining Internasional
- International Coal Ventures Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Independent Power Producers Association of India
- Posco Energy - South Korea
- Thai Mozambique Logistica
- PowerSource Philippines DevCo
- White Energy Company Limited
- Orica Australia Pty. Ltd.
- Kaltim Prima Coal - Indonesia
- Power Finance Corporation Ltd., India
- Makarim & Taira - Indonesia
- Videocon Industries ltd - India
- Savvy Resources Ltd - HongKong
- Directorate General of MIneral and Coal - Indonesia
- IHS Mccloskey Coal Group - USA
- GMR Energy Limited - India
- Minerals Council of Australia
- Energy Link Ltd, New Zealand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Interocean Group of Companies - India
- Pendopo Energi Batubara - Indonesia
- Georgia Ports Authority, United States
- Indonesian Coal Mining Association
- Orica Mining Services - Indonesia
- Aditya Birla Group - India
- Economic Council, Georgia
- Petrochimia International Co. Ltd.- Taiwan
- Madhucon Powers Ltd - India
- Australian Commodity Traders Exchange
- India Bulls Power Limited - India
- Directorate Of Revenue Intelligence - India
- South Luzon Thermal Energy Corporation
- Mintek Dendrill Indonesia
- AsiaOL BioFuels Corp., Philippines
- ICICI Bank Limited - India
- Karaikal Port Pvt Ltd - India
- Electricity Authority, New Zealand
- IEA Clean Coal Centre - UK
- Timah Investasi Mineral - Indoneisa
- Pipit Mutiara Jaya. PT, Indonesia
- Holcim Trading Pte Ltd - Singapore
- Eastern Energy - Thailand
- Parliament of New Zealand
- Bhushan Steel Limited - India
- Rashtriya Ispat Nigam Limited - India
- PTC India Limited - India
- Salva Resources Pvt Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Planning Commission, India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Coalindo Energy - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Coal and Oil Company - UAE
- Bahari Cakrawala Sebuku - Indonesia
- Banpu Public Company Limited - Thailand
- Straits Asia Resources Limited - Singapore
- GAC Shipping (India) Pvt Ltd
- The Treasury - Australian Government
- Sindya Power Generating Company Private Ltd
- Bulk Trading Sa - Switzerland
- MS Steel International - UAE
- Vijayanagar Sugar Pvt Ltd - India
- GVK Power & Infra Limited - India
- Bukit Baiduri Energy - Indonesia
- Meenaskhi Energy Private Limited - India
- Essar Steel Hazira Ltd - India
- Australian Coal Association
- Karbindo Abesyapradhi - Indoneisa
- Price Waterhouse Coopers - Russia
- Attock Cement Pakistan Limited
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ministry of Transport, Egypt
- Billiton Holdings Pty Ltd - Australia
- Lanco Infratech Ltd - India
- Agrawal Coal Company - India
- Toyota Tsusho Corporation, Japan
- Kohat Cement Company Ltd. - Pakistan
- VISA Power Limited - India
- CIMB Investment Bank - Malaysia
- Anglo American - United Kingdom
- Indika Energy - Indonesia
- Chamber of Mines of South Africa
- Coastal Gujarat Power Limited - India
- Kepco SPC Power Corporation, Philippines
- Commonwealth Bank - Australia
- Maheswari Brothers Coal Limited - India
- Heidelberg Cement - Germany
- GN Power Mariveles Coal Plant, Philippines
- Samtan Co., Ltd - South Korea
- Kideco Jaya Agung - Indonesia
- Standard Chartered Bank - UAE
- Star Paper Mills Limited - India
- TeaM Sual Corporation - Philippines
- Jindal Steel & Power Ltd - India
- Ministry of Mines - Canada
- Kartika Selabumi Mining - Indonesia
- Sical Logistics Limited - India
- Riau Bara Harum - Indonesia
- Formosa Plastics Group - Taiwan
- Altura Mining Limited, Indonesia
- Bayan Resources Tbk. - Indonesia
- SMG Consultants - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Bangladesh Power Developement Board
- Thiess Contractors Indonesia
- Tata Chemicals Ltd - India
- Africa Commodities Group - South Africa
- Miang Besar Coal Terminal - Indonesia
- Binh Thuan Hamico - Vietnam
- Larsen & Toubro Limited - India
- Borneo Indobara - Indonesia
- Ministry of Finance - Indonesia
- Baramulti Group, Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Renaissance Capital - South Africa
- Central Electricity Authority - India
- Cigading International Bulk Terminal - Indonesia
- Semirara Mining Corp, Philippines
- Semirara Mining and Power Corporation, Philippines
- Edison Trading Spa - Italy
- Kalimantan Lumbung Energi - Indonesia
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