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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, 14 August 17
THE FREIGHT MARKET CONTINUES ON AN UPWARD PATH
COALspot.com: The freight market was continued to rose this past week compared to the previous week, as BDI, Cape and Panamax indexes show a positi ...
Monday, 14 August 17
IN A PARIS AGREEMENT WORLD, COAL WILL MEET GROWING ASIAN ENERGY NEEDS - BENJAMIN SPORTON
When providing 41% of the world’s electricity, 85% of global cement, 74% of the world’s steel and 60% of the world’s aluminum, co ...
Friday, 11 August 17
KOMIPO INVITES COAL BIDS FOR BORYEONG POWER PLANT
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued an another new tender for total 1,280,000 Metric Tons of Bitumino ...
Friday, 11 August 17
U.S WEEKLY COAL OUTPUT ALMOST FLAT WEEK OVER WEEK, EIA SAYS
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 16.1 million short tonn ...
Thursday, 10 August 17
GLOBAL COAL PRODUCTION FELL SIGNIFICANTLY IN 2016 - IEA
COALspot.com: Global coal production fell significantly in 2016, while global trade in natural gas was up. These are two of the key messages in Wor ...
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Showing 1971 to 1975 news of total 6871 |
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- Energy Link Ltd, New Zealand
- PowerSource Philippines DevCo
- White Energy Company Limited
- Star Paper Mills Limited - India
- Uttam Galva Steels Limited - India
- Marubeni Corporation - India
- Jorong Barutama Greston.PT - Indonesia
- Bangladesh Power Developement Board
- Electricity Authority, New Zealand
- Riau Bara Harum - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Eastern Coal Council - USA
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Indian Energy Exchange, India
- Indo Tambangraya Megah - Indonesia
- Global Business Power Corporation, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Kaltim Prima Coal - Indonesia
- Rio Tinto Coal - Australia
- IHS Mccloskey Coal Group - USA
- India Bulls Power Limited - India
- Eastern Energy - Thailand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Bhushan Steel Limited - India
- Bhoruka Overseas - Indonesia
- Energy Development Corp, Philippines
- Binh Thuan Hamico - Vietnam
- Chettinad Cement Corporation Ltd - India
- Gujarat Electricity Regulatory Commission - India
- Vizag Seaport Private Limited - India
- Mercator Lines Limited - India
- Goldman Sachs - Singapore
- TNB Fuel Sdn Bhd - Malaysia
- OPG Power Generation Pvt Ltd - India
- Madhucon Powers Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- Iligan Light & Power Inc, Philippines
- Malabar Cements Ltd - India
- Wilmar Investment Holdings
- Kobexindo Tractors - Indoneisa
- Indogreen Group - Indonesia
- Thiess Contractors Indonesia
- GMR Energy Limited - India
- Holcim Trading Pte Ltd - Singapore
- CNBM International Corporation - China
- Vijayanagar Sugar Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- London Commodity Brokers - England
- PTC India Limited - India
- Bayan Resources Tbk. - Indonesia
- Australian Commodity Traders Exchange
- Orica Australia Pty. Ltd.
- Straits Asia Resources Limited - Singapore
- Sinarmas Energy and Mining - Indonesia
- Electricity Generating Authority of Thailand
- Meenaskhi Energy Private Limited - India
- New Zealand Coal & Carbon
- Bulk Trading Sa - Switzerland
- Edison Trading Spa - Italy
- Lanco Infratech Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Tamil Nadu electricity Board
- McConnell Dowell - Australia
- Thai Mozambique Logistica
- Medco Energi Mining Internasional
- Tata Chemicals Ltd - India
- Altura Mining Limited, Indonesia
- European Bulk Services B.V. - Netherlands
- GVK Power & Infra Limited - India
- ICICI Bank Limited - India
- The State Trading Corporation of India Ltd
- Leighton Contractors Pty Ltd - Australia
- Siam City Cement PLC, Thailand
- Petrochimia International Co. Ltd.- Taiwan
- Toyota Tsusho Corporation, Japan
- Siam City Cement - Thailand
- Orica Mining Services - Indonesia
- Directorate Of Revenue Intelligence - India
- Antam Resourcindo - Indonesia
- The University of Queensland
- Makarim & Taira - Indonesia
- Heidelberg Cement - Germany
- Central Electricity Authority - India
- Sarangani Energy Corporation, Philippines
- Xindia Steels Limited - India
- Kartika Selabumi Mining - Indonesia
- Semirara Mining Corp, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Bharathi Cement Corporation - India
- Therma Luzon, Inc, Philippines
- Aditya Birla Group - India
- International Coal Ventures Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Ind-Barath Power Infra Limited - India
- Savvy Resources Ltd - HongKong
- Formosa Plastics Group - Taiwan
- ASAPP Information Group - India
- Manunggal Multi Energi - Indonesia
- The Treasury - Australian Government
- Mjunction Services Limited - India
- Bhatia International Limited - India
- IEA Clean Coal Centre - UK
- Larsen & Toubro Limited - India
- Sojitz Corporation - Japan
- Baramulti Group, Indonesia
- Alfred C Toepfer International GmbH - Germany
- Oldendorff Carriers - Singapore
- Bukit Baiduri Energy - Indonesia
- Videocon Industries ltd - India
- VISA Power Limited - India
- Aboitiz Power Corporation - Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Global Green Power PLC Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Meralco Power Generation, Philippines
- Attock Cement Pakistan Limited
- LBH Netherlands Bv - Netherlands
- Parry Sugars Refinery, India
- Ceylon Electricity Board - Sri Lanka
- South Luzon Thermal Energy Corporation
- AsiaOL BioFuels Corp., Philippines
- Independent Power Producers Association of India
- Africa Commodities Group - South Africa
- Price Waterhouse Coopers - Russia
- Petron Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Simpson Spence & Young - Indonesia
- GAC Shipping (India) Pvt Ltd
- SN Aboitiz Power Inc, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Anglo American - United Kingdom
- Mercuria Energy - Indonesia
- SMC Global Power, Philippines
- Bukit Makmur.PT - Indonesia
- Trasteel International SA, Italy
- Rashtriya Ispat Nigam Limited - India
- Borneo Indobara - Indonesia
- Vedanta Resources Plc - India
- Renaissance Capital - South Africa
- PNOC Exploration Corporation - Philippines
- Jaiprakash Power Ventures ltd
- Kepco SPC Power Corporation, Philippines
- Barasentosa Lestari - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Agrawal Coal Company - India
- Miang Besar Coal Terminal - Indonesia
- Globalindo Alam Lestari - Indonesia
- Karaikal Port Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- Commonwealth Bank - Australia
- Jindal Steel & Power Ltd - India
- Deloitte Consulting - India
- MS Steel International - UAE
- Ministry of Finance - Indonesia
- Indonesian Coal Mining Association
- Wood Mackenzie - Singapore
- Sical Logistics Limited - India
- Georgia Ports Authority, United States
- Banpu Public Company Limited - Thailand
- Mintek Dendrill Indonesia
- Ambuja Cements Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Kapuas Tunggal Persada - Indonesia
- Romanian Commodities Exchange
- Ministry of Mines - Canada
- Coalindo Energy - Indonesia
- Dalmia Cement Bharat India
- Indian Oil Corporation Limited
- Cement Manufacturers Association - India
- Kohat Cement Company Ltd. - Pakistan
- Latin American Coal - Colombia
- Ministry of Transport, Egypt
- Offshore Bulk Terminal Pte Ltd, Singapore
- Coal and Oil Company - UAE
- Indika Energy - Indonesia
- Power Finance Corporation Ltd., India
- Minerals Council of Australia
- Gujarat Sidhee Cement - India
- Directorate General of MIneral and Coal - Indonesia
- Interocean Group of Companies - India
- Central Java Power - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Pendopo Energi Batubara - Indonesia
- Grasim Industreis Ltd - India
- Economic Council, Georgia
- SMG Consultants - Indonesia
- Kumho Petrochemical, South Korea
- Gujarat Mineral Development Corp Ltd - India
- Singapore Mercantile Exchange
- Kideco Jaya Agung - Indonesia
- Global Coal Blending Company Limited - Australia
- Standard Chartered Bank - UAE
- CIMB Investment Bank - Malaysia
- Intertek Mineral Services - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- TeaM Sual Corporation - Philippines
- Samtan Co., Ltd - South Korea
- Coastal Gujarat Power Limited - India
- Sree Jayajothi Cements Limited - India
- Merrill Lynch Commodities Europe
- Chamber of Mines of South Africa
- Parliament of New Zealand
- Port Waratah Coal Services - Australia
- Planning Commission, India
- San Jose City I Power Corp, Philippines
- PetroVietnam Power Coal Import and Supply Company
- Billiton Holdings Pty Ltd - Australia
- Sakthi Sugars Limited - India
- Salva Resources Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Carbofer General Trading SA - India
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- Posco Energy - South Korea
- Maheswari Brothers Coal Limited - India
- Australian Coal Association
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