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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, 08 August 17
COAL SALES DESTINATION IS DOMINATED BY DEVELOPING COUNTRIES IN ASIA - ADARO
COALspot.com: Adaro Energy has produced 13.27 million tonnes of coal during the second quarter of 2017, from the mines PT Adaro Indonesia, PT Semes ...
Tuesday, 08 August 17
KOMIPO INVITES BIDS FOR 5200 AND 5700 NAR COAL FOR Q4 2017
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued an another new tender for 420,000 Metric Tons of Bituminous coal ...
Monday, 07 August 17
INDIA'S THERMAL COAL IMPORTS HAVE FALLEN BY 16% YEAR-ON-YEAR IN THE FIRST FIVE MONTHS OF THIS YEAR
COALspot.com: The second quarter of 2017 was characterized by volatility in the coal market driven by policy measures and weather disruptions say A ...
Monday, 07 August 17
BUMA SIGNED $385 MILLION WORTH OF NEW CONTRACT WITH PT PADA IDI
COALspot.com: PT Delta Dunia Makmur Tbk., has announced that its subsidiary, PT Bukit Makmur Mandiri Utama ("BUMA"), has entered into min ...
Monday, 07 August 17
THE SHIPPING INDEXES BOUNCE BACK THIS PAST WEEK
COALspot.com: The Freight market rose this past week compared to the previous week, as BDI, Cape and Panamax indexes show a positive trend week ove ...
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Showing 1981 to 1985 news of total 6871 |
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- Orica Australia Pty. Ltd.
- Ceylon Electricity Board - Sri Lanka
- Trasteel International SA, Italy
- Parry Sugars Refinery, India
- Madhucon Powers Ltd - India
- Global Business Power Corporation, Philippines
- Goldman Sachs - Singapore
- Bharathi Cement Corporation - India
- Bayan Resources Tbk. - Indonesia
- Central Electricity Authority - India
- Indogreen Group - Indonesia
- IHS Mccloskey Coal Group - USA
- PowerSource Philippines DevCo
- Miang Besar Coal Terminal - Indonesia
- Bangladesh Power Developement Board
- Sical Logistics Limited - India
- Globalindo Alam Lestari - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Petrochimia International Co. Ltd.- Taiwan
- Eastern Energy - Thailand
- Meralco Power Generation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Latin American Coal - Colombia
- Indo Tambangraya Megah - Indonesia
- Orica Mining Services - Indonesia
- Kartika Selabumi Mining - Indonesia
- Interocean Group of Companies - India
- Energy Link Ltd, New Zealand
- Essar Steel Hazira Ltd - India
- GMR Energy Limited - India
- Petron Corporation, Philippines
- Indian Energy Exchange, India
- Indika Energy - Indonesia
- Central Java Power - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Alfred C Toepfer International GmbH - Germany
- Semirara Mining Corp, Philippines
- Australian Commodity Traders Exchange
- Aboitiz Power Corporation - Philippines
- PetroVietnam Power Coal Import and Supply Company
- Borneo Indobara - Indonesia
- VISA Power Limited - India
- Kepco SPC Power Corporation, Philippines
- The Treasury - Australian Government
- Barasentosa Lestari - Indonesia
- Global Coal Blending Company Limited - Australia
- White Energy Company Limited
- Jaiprakash Power Ventures ltd
- Mercator Lines Limited - India
- Kobexindo Tractors - Indoneisa
- Formosa Plastics Group - Taiwan
- Minerals Council of Australia
- The University of Queensland
- Electricity Generating Authority of Thailand
- Price Waterhouse Coopers - Russia
- GAC Shipping (India) Pvt Ltd
- Savvy Resources Ltd - HongKong
- Bukit Makmur.PT - Indonesia
- Makarim & Taira - Indonesia
- IEA Clean Coal Centre - UK
- Wilmar Investment Holdings
- Carbofer General Trading SA - India
- Port Waratah Coal Services - Australia
- Bhoruka Overseas - Indonesia
- Bhatia International Limited - India
- Toyota Tsusho Corporation, Japan
- Edison Trading Spa - Italy
- Banpu Public Company Limited - Thailand
- Energy Development Corp, Philippines
- Thiess Contractors Indonesia
- Manunggal Multi Energi - Indonesia
- Directorate Of Revenue Intelligence - India
- Vijayanagar Sugar Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- Metalloyd Limited - United Kingdom
- Wood Mackenzie - Singapore
- Attock Cement Pakistan Limited
- Kapuas Tunggal Persada - Indonesia
- PTC India Limited - India
- Ministry of Transport, Egypt
- Riau Bara Harum - Indonesia
- Jindal Steel & Power Ltd - India
- TeaM Sual Corporation - Philippines
- Mjunction Services Limited - India
- Kideco Jaya Agung - Indonesia
- Tamil Nadu electricity Board
- Directorate General of MIneral and Coal - Indonesia
- Eastern Coal Council - USA
- London Commodity Brokers - England
- PNOC Exploration Corporation - Philippines
- Cigading International Bulk Terminal - Indonesia
- Coastal Gujarat Power Limited - India
- Grasim Industreis Ltd - India
- San Jose City I Power Corp, Philippines
- Kaltim Prima Coal - Indonesia
- Uttam Galva Steels Limited - India
- Bukit Baiduri Energy - Indonesia
- Karaikal Port Pvt Ltd - India
- Thai Mozambique Logistica
- Malabar Cements Ltd - India
- Singapore Mercantile Exchange
- AsiaOL BioFuels Corp., Philippines
- Vizag Seaport Private Limited - India
- ASAPP Information Group - India
- Bukit Asam (Persero) Tbk - Indonesia
- SN Aboitiz Power Inc, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Straits Asia Resources Limited - Singapore
- OPG Power Generation Pvt Ltd - India
- Xindia Steels Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Intertek Mineral Services - Indonesia
- SMC Global Power, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Standard Chartered Bank - UAE
- Posco Energy - South Korea
- Sindya Power Generating Company Private Ltd
- Planning Commission, India
- India Bulls Power Limited - India
- Bhushan Steel Limited - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Agrawal Coal Company - India
- Power Finance Corporation Ltd., India
- Coalindo Energy - Indonesia
- Independent Power Producers Association of India
- Altura Mining Limited, Indonesia
- Star Paper Mills Limited - India
- Simpson Spence & Young - Indonesia
- Coal and Oil Company - UAE
- ICICI Bank Limited - India
- Vedanta Resources Plc - India
- Meenaskhi Energy Private Limited - India
- Renaissance Capital - South Africa
- Maheswari Brothers Coal Limited - India
- Leighton Contractors Pty Ltd - Australia
- Antam Resourcindo - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Global Green Power PLC Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- Maharashtra Electricity Regulatory Commission - India
- Binh Thuan Hamico - Vietnam
- Chamber of Mines of South Africa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Mercuria Energy - Indonesia
- Economic Council, Georgia
- Bulk Trading Sa - Switzerland
- Salva Resources Pvt Ltd - India
- Indonesian Coal Mining Association
- Deloitte Consulting - India
- Billiton Holdings Pty Ltd - Australia
- Holcim Trading Pte Ltd - Singapore
- Indian Oil Corporation Limited
- Mintek Dendrill Indonesia
- SMG Consultants - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Tata Chemicals Ltd - India
- Gujarat Sidhee Cement - India
- Aditya Birla Group - India
- Oldendorff Carriers - Singapore
- Kumho Petrochemical, South Korea
- CNBM International Corporation - China
- Samtan Co., Ltd - South Korea
- McConnell Dowell - Australia
- Gujarat Electricity Regulatory Commission - India
- Kohat Cement Company Ltd. - Pakistan
- Medco Energi Mining Internasional
- MS Steel International - UAE
- Heidelberg Cement - Germany
- Gujarat Mineral Development Corp Ltd - India
- Romanian Commodities Exchange
- Pendopo Energi Batubara - Indonesia
- Rio Tinto Coal - Australia
- GVK Power & Infra Limited - India
- Videocon Industries ltd - India
- Sakthi Sugars Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sarangani Energy Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sree Jayajothi Cements Limited - India
- Commonwealth Bank - Australia
- Iligan Light & Power Inc, Philippines
- Cement Manufacturers Association - India
- Georgia Ports Authority, United States
- Anglo American - United Kingdom
- Rashtriya Ispat Nigam Limited - India
- International Coal Ventures Pvt Ltd - India
- Merrill Lynch Commodities Europe
- Marubeni Corporation - India
- Ministry of Mines - Canada
- New Zealand Coal & Carbon
- European Bulk Services B.V. - Netherlands
- Ambuja Cements Ltd - India
- The State Trading Corporation of India Ltd
- Timah Investasi Mineral - Indoneisa
- Kalimantan Lumbung Energi - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Therma Luzon, Inc, Philippines
- Siam City Cement - Thailand
- Dalmia Cement Bharat India
- Australian Coal Association
- Electricity Authority, New Zealand
- Jorong Barutama Greston.PT - Indonesia
- Baramulti Group, Indonesia
- LBH Netherlands Bv - Netherlands
- Sinarmas Energy and Mining - Indonesia
- Ind-Barath Power Infra Limited - India
- Ministry of Finance - Indonesia
- Sojitz Corporation - Japan
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Chettinad Cement Corporation Ltd - India
- Siam City Cement PLC, Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Africa Commodities Group - South Africa
- CIMB Investment Bank - Malaysia
- Larsen & Toubro Limited - India
- Lanco Infratech Ltd - India
- Parliament of New Zealand
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