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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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Friday, 04 August 17
U.S. WEEKLY COAL OUTPUT UP 4.4% W/W - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 16.1 million short tonn ...
Friday, 04 August 17
IMPORTED COAL CONTINUES TO BE A COMPETITIVE, SAFE AND RELIABLE ENERGY SOURCE FOR GERMANY - VDKI
COALspot.com: Worldwide hard coal production in 2016 declined by 3.8% to 6.7 billion tonnes.
According to the Germany Coal Importers Associati ...
Thursday, 03 August 17
SUPRAMAX: INDO TO CHINA COAL ROUNDS ARE GETTING FIXED AROUND MID $8000 - FEARNLEYS
In the Pacific rates have remained weak and under pressure this week with most routes softening.
Indo/China coal rounds are getting fixed arou ...
Thursday, 03 August 17
BUMI RESOURCES COAL SALES RELATIVELY FLAT AT 41.5 MILLION TONS IN 1H' 17; REPORTS US$162.3 MILLION PROFIT IN FIRST SEMESTER
COALspot.com: The BUMI Resources, Indonesia’s one of the largest coal producer, has reported a net income of $162.3 million in 1H’ 17 c ...
Wednesday, 02 August 17
SHIPPING MARKET INSIGHT - GIANNIS ANDRITSOPOULOS
During the duration of the first half of the year, the dry bulk market saw intense buying interest that boosted SnP prices significantly. We saw a ...
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Showing 1986 to 1990 news of total 6871 |
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- Uttam Galva Steels Limited - India
- Chamber of Mines of South Africa
- Price Waterhouse Coopers - Russia
- Ministry of Mines - Canada
- Anglo American - United Kingdom
- CIMB Investment Bank - Malaysia
- International Coal Ventures Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- Australian Commodity Traders Exchange
- Kobexindo Tractors - Indoneisa
- Vizag Seaport Private Limited - India
- The University of Queensland
- Kartika Selabumi Mining - Indonesia
- SMG Consultants - Indonesia
- Madhucon Powers Ltd - India
- Tata Chemicals Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Kohat Cement Company Ltd. - Pakistan
- Rio Tinto Coal - Australia
- Sarangani Energy Corporation, Philippines
- Lanco Infratech Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Orica Australia Pty. Ltd.
- Sical Logistics Limited - India
- Straits Asia Resources Limited - Singapore
- VISA Power Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Asmin Koalindo Tuhup - Indonesia
- Larsen & Toubro Limited - India
- Bharathi Cement Corporation - India
- Grasim Industreis Ltd - India
- ASAPP Information Group - India
- White Energy Company Limited
- Port Waratah Coal Services - Australia
- CNBM International Corporation - China
- Central Java Power - Indonesia
- Global Coal Blending Company Limited - Australia
- Energy Link Ltd, New Zealand
- Siam City Cement PLC, Thailand
- Interocean Group of Companies - India
- Leighton Contractors Pty Ltd - Australia
- Xindia Steels Limited - India
- Semirara Mining and Power Corporation, Philippines
- Electricity Authority, New Zealand
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Georgia Ports Authority, United States
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Antam Resourcindo - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Minerals Council of Australia
- Singapore Mercantile Exchange
- PNOC Exploration Corporation - Philippines
- Gujarat Electricity Regulatory Commission - India
- Vijayanagar Sugar Pvt Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Bukit Makmur.PT - Indonesia
- Metalloyd Limited - United Kingdom
- PowerSource Philippines DevCo
- Meenaskhi Energy Private Limited - India
- Electricity Generating Authority of Thailand
- MS Steel International - UAE
- The Treasury - Australian Government
- Cement Manufacturers Association - India
- Kideco Jaya Agung - Indonesia
- Parry Sugars Refinery, India
- Jorong Barutama Greston.PT - Indonesia
- New Zealand Coal & Carbon
- Wilmar Investment Holdings
- Mercuria Energy - Indonesia
- Standard Chartered Bank - UAE
- Independent Power Producers Association of India
- Bangladesh Power Developement Board
- LBH Netherlands Bv - Netherlands
- GN Power Mariveles Coal Plant, Philippines
- Baramulti Group, Indonesia
- Iligan Light & Power Inc, Philippines
- Indian Oil Corporation Limited
- Indo Tambangraya Megah - Indonesia
- SN Aboitiz Power Inc, Philippines
- AsiaOL BioFuels Corp., Philippines
- Siam City Cement - Thailand
- Agrawal Coal Company - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Vedanta Resources Plc - India
- Kumho Petrochemical, South Korea
- Sakthi Sugars Limited - India
- Kapuas Tunggal Persada - Indonesia
- Meralco Power Generation, Philippines
- Therma Luzon, Inc, Philippines
- Coastal Gujarat Power Limited - India
- Africa Commodities Group - South Africa
- Australian Coal Association
- Globalindo Alam Lestari - Indonesia
- Kaltim Prima Coal - Indonesia
- GAC Shipping (India) Pvt Ltd
- Planning Commission, India
- Toyota Tsusho Corporation, Japan
- Gujarat Sidhee Cement - India
- Binh Thuan Hamico - Vietnam
- Wood Mackenzie - Singapore
- Simpson Spence & Young - Indonesia
- Attock Cement Pakistan Limited
- Samtan Co., Ltd - South Korea
- Altura Mining Limited, Indonesia
- Semirara Mining Corp, Philippines
- Posco Energy - South Korea
- Bulk Trading Sa - Switzerland
- Mintek Dendrill Indonesia
- McConnell Dowell - Australia
- Medco Energi Mining Internasional
- Ministry of Finance - Indonesia
- Global Green Power PLC Corporation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Bayan Resources Tbk. - Indonesia
- Directorate Of Revenue Intelligence - India
- Riau Bara Harum - Indonesia
- Orica Mining Services - Indonesia
- Parliament of New Zealand
- Merrill Lynch Commodities Europe
- IHS Mccloskey Coal Group - USA
- Coalindo Energy - Indonesia
- Aboitiz Power Corporation - Philippines
- Renaissance Capital - South Africa
- GVK Power & Infra Limited - India
- Goldman Sachs - Singapore
- Energy Development Corp, Philippines
- Karaikal Port Pvt Ltd - India
- Barasentosa Lestari - Indonesia
- SMC Global Power, Philippines
- Manunggal Multi Energi - Indonesia
- India Bulls Power Limited - India
- Commonwealth Bank - Australia
- Thai Mozambique Logistica
- Savvy Resources Ltd - HongKong
- Ambuja Cements Ltd - India
- Central Electricity Authority - India
- PTC India Limited - India
- San Jose City I Power Corp, Philippines
- Bhoruka Overseas - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Billiton Holdings Pty Ltd - Australia
- GMR Energy Limited - India
- Marubeni Corporation - India
- Holcim Trading Pte Ltd - Singapore
- Indika Energy - Indonesia
- Borneo Indobara - Indonesia
- Pendopo Energi Batubara - Indonesia
- Mjunction Services Limited - India
- Edison Trading Spa - Italy
- Sree Jayajothi Cements Limited - India
- Eastern Energy - Thailand
- Jaiprakash Power Ventures ltd
- Bhushan Steel Limited - India
- Sindya Power Generating Company Private Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Jindal Steel & Power Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Trasteel International SA, Italy
- Alfred C Toepfer International GmbH - Germany
- Maheswari Brothers Coal Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Global Business Power Corporation, Philippines
- Banpu Public Company Limited - Thailand
- Petrochimia International Co. Ltd.- Taiwan
- Deloitte Consulting - India
- Bhatia International Limited - India
- Star Paper Mills Limited - India
- Coal and Oil Company - UAE
- PetroVietnam Power Coal Import and Supply Company
- Essar Steel Hazira Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- IEA Clean Coal Centre - UK
- Cigading International Bulk Terminal - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Heidelberg Cement - Germany
- Bank of Tokyo Mitsubishi UFJ Ltd
- Tamil Nadu electricity Board
- Makarim & Taira - Indonesia
- Economic Council, Georgia
- Indian Energy Exchange, India
- Videocon Industries ltd - India
- Romanian Commodities Exchange
- Ind-Barath Power Infra Limited - India
- Ministry of Transport, Egypt
- Malabar Cements Ltd - India
- Intertek Mineral Services - Indonesia
- Formosa Plastics Group - Taiwan
- Neyveli Lignite Corporation Ltd, - India
- Aditya Birla Group - India
- Bukit Baiduri Energy - Indonesia
- ICICI Bank Limited - India
- TeaM Sual Corporation - Philippines
- Indonesian Coal Mining Association
- Sojitz Corporation - Japan
- Miang Besar Coal Terminal - Indonesia
- Carbofer General Trading SA - India
- Dalmia Cement Bharat India
- European Bulk Services B.V. - Netherlands
- Petron Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Latin American Coal - Colombia
- Kepco SPC Power Corporation, Philippines
- The State Trading Corporation of India Ltd
- Timah Investasi Mineral - Indoneisa
- Kalimantan Lumbung Energi - Indonesia
- Eastern Coal Council - USA
- Power Finance Corporation Ltd., India
- Thiess Contractors Indonesia
- Maharashtra Electricity Regulatory Commission - India
- South Luzon Thermal Energy Corporation
- Oldendorff Carriers - Singapore
- Bukit Asam (Persero) Tbk - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Mercator Lines Limited - India
- London Commodity Brokers - England
- Indogreen Group - Indonesia
- OPG Power Generation Pvt Ltd - India
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