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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, 31 July 17
KOMIPO INVITES BIDS FOR 750K MT OF 5,700 KCAL/KG NAR COAL
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued a new tender for 750,000 Metric Tons of Bituminous coal for its B ...
Monday, 31 July 17
THE PORT OF NEWCASTLE SHIPPED 17.08 PERCENT LESS COAL IN JUNE 2017 COMPARED TO ITS MAY LOADING
COALspot.com: The Port of Newcastle, Australia’s major trading ports, and the world’s largest coal export port has shipped $AU 1,442.8 ...
Monday, 31 July 17
THE FREIGHT MARKET DECLINE THIS PAST WEEK
COALspot.com: The Freight market decline this past week compared to the previous week, as BDI and Panamax indexes show a negative trend week over w ...
Friday, 28 July 17
U.S. WEEKLY COAL PRODUCTION UP 1.4% WEEK OVER WEEK - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15.5 million short tonn ...
Thursday, 27 July 17
CAMPBELL SHIPPING APPOINTS ISS FOR GLOBAL HUSBANDRY REPRESENTATION SERVICES CONTRACT - ISS
COALspot.com: Inchcape Shipping Services (ISS) is delighted to announce that it has secured a global husbandry representation contract with Campbel ...
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Showing 1991 to 1995 news of total 6871 |
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- Australian Coal Association
- Bhushan Steel Limited - India
- Global Green Power PLC Corporation, Philippines
- Chamber of Mines of South Africa
- Minerals Council of Australia
- Jaiprakash Power Ventures ltd
- GVK Power & Infra Limited - India
- Kaltim Prima Coal - Indonesia
- Aditya Birla Group - India
- The University of Queensland
- Makarim & Taira - Indonesia
- The Treasury - Australian Government
- CNBM International Corporation - China
- AsiaOL BioFuels Corp., Philippines
- South Luzon Thermal Energy Corporation
- Antam Resourcindo - Indonesia
- Samtan Co., Ltd - South Korea
- White Energy Company Limited
- Mercator Lines Limited - India
- Bayan Resources Tbk. - Indonesia
- Semirara Mining Corp, Philippines
- GAC Shipping (India) Pvt Ltd
- Standard Chartered Bank - UAE
- Sree Jayajothi Cements Limited - India
- Marubeni Corporation - India
- Orica Australia Pty. Ltd.
- Thai Mozambique Logistica
- Mjunction Services Limited - India
- MS Steel International - UAE
- Petrochimia International Co. Ltd.- Taiwan
- GN Power Mariveles Coal Plant, Philippines
- Meenaskhi Energy Private Limited - India
- Anglo American - United Kingdom
- Bahari Cakrawala Sebuku - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Tamil Nadu electricity Board
- Thiess Contractors Indonesia
- Sindya Power Generating Company Private Ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- Toyota Tsusho Corporation, Japan
- Directorate General of MIneral and Coal - Indonesia
- Bulk Trading Sa - Switzerland
- Price Waterhouse Coopers - Russia
- Electricity Generating Authority of Thailand
- Vizag Seaport Private Limited - India
- Trasteel International SA, Italy
- Kalimantan Lumbung Energi - Indonesia
- Uttam Galva Steels Limited - India
- Gujarat Sidhee Cement - India
- Malabar Cements Ltd - India
- Aboitiz Power Corporation - Philippines
- Coastal Gujarat Power Limited - India
- Karbindo Abesyapradhi - Indoneisa
- OPG Power Generation Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Global Business Power Corporation, Philippines
- Heidelberg Cement - Germany
- India Bulls Power Limited - India
- Edison Trading Spa - Italy
- Commonwealth Bank - Australia
- New Zealand Coal & Carbon
- Pendopo Energi Batubara - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Tata Chemicals Ltd - India
- Eastern Energy - Thailand
- Gujarat Electricity Regulatory Commission - India
- Karaikal Port Pvt Ltd - India
- Central Java Power - Indonesia
- Latin American Coal - Colombia
- Bangladesh Power Developement Board
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Goldman Sachs - Singapore
- Renaissance Capital - South Africa
- Sojitz Corporation - Japan
- Neyveli Lignite Corporation Ltd, - India
- Metalloyd Limited - United Kingdom
- Baramulti Group, Indonesia
- PTC India Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Electricity Authority, New Zealand
- Kartika Selabumi Mining - Indonesia
- Kepco SPC Power Corporation, Philippines
- Australian Commodity Traders Exchange
- TNB Fuel Sdn Bhd - Malaysia
- Xindia Steels Limited - India
- Bhoruka Overseas - Indonesia
- Ministry of Transport, Egypt
- Posco Energy - South Korea
- European Bulk Services B.V. - Netherlands
- Billiton Holdings Pty Ltd - Australia
- Larsen & Toubro Limited - India
- Medco Energi Mining Internasional
- Mercuria Energy - Indonesia
- Indo Tambangraya Megah - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Maheswari Brothers Coal Limited - India
- Leighton Contractors Pty Ltd - Australia
- Globalindo Alam Lestari - Indonesia
- Alfred C Toepfer International GmbH - Germany
- London Commodity Brokers - England
- Rio Tinto Coal - Australia
- Meralco Power Generation, Philippines
- Grasim Industreis Ltd - India
- SMC Global Power, Philippines
- Agrawal Coal Company - India
- Bharathi Cement Corporation - India
- Ministry of Mines - Canada
- TeaM Sual Corporation - Philippines
- International Coal Ventures Pvt Ltd - India
- Parry Sugars Refinery, India
- Chettinad Cement Corporation Ltd - India
- Coal and Oil Company - UAE
- Indogreen Group - Indonesia
- Bukit Baiduri Energy - Indonesia
- Attock Cement Pakistan Limited
- Independent Power Producers Association of India
- Bukit Makmur.PT - Indonesia
- Sical Logistics Limited - India
- Miang Besar Coal Terminal - Indonesia
- Salva Resources Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- Indian Oil Corporation Limited
- LBH Netherlands Bv - Netherlands
- Central Electricity Authority - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Vedanta Resources Plc - India
- PowerSource Philippines DevCo
- Savvy Resources Ltd - HongKong
- Sarangani Energy Corporation, Philippines
- Merrill Lynch Commodities Europe
- Interocean Group of Companies - India
- Global Coal Blending Company Limited - Australia
- Indika Energy - Indonesia
- Manunggal Multi Energi - Indonesia
- Bhatia International Limited - India
- Africa Commodities Group - South Africa
- Cement Manufacturers Association - India
- Essar Steel Hazira Ltd - India
- Ambuja Cements Ltd - India
- Carbofer General Trading SA - India
- IHS Mccloskey Coal Group - USA
- PetroVietnam Power Coal Import and Supply Company
- Jorong Barutama Greston.PT - Indonesia
- Madhucon Powers Ltd - India
- Star Paper Mills Limited - India
- Sinarmas Energy and Mining - Indonesia
- Therma Luzon, Inc, Philippines
- Dalmia Cement Bharat India
- Jindal Steel & Power Ltd - India
- Power Finance Corporation Ltd., India
- Asmin Koalindo Tuhup - Indonesia
- Mintek Dendrill Indonesia
- Wood Mackenzie - Singapore
- Energy Development Corp, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Eastern Coal Council - USA
- ASAPP Information Group - India
- Indonesian Coal Mining Association
- Oldendorff Carriers - Singapore
- Indian Energy Exchange, India
- SN Aboitiz Power Inc, Philippines
- Kapuas Tunggal Persada - Indonesia
- The State Trading Corporation of India Ltd
- Maharashtra Electricity Regulatory Commission - India
- Energy Link Ltd, New Zealand
- Deloitte Consulting - India
- Altura Mining Limited, Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Borneo Indobara - Indonesia
- Singapore Mercantile Exchange
- Lanco Infratech Ltd - India
- PNOC Exploration Corporation - Philippines
- Orica Mining Services - Indonesia
- VISA Power Limited - India
- SMG Consultants - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Timah Investasi Mineral - Indoneisa
- Economic Council, Georgia
- Straits Asia Resources Limited - Singapore
- Sakthi Sugars Limited - India
- Romanian Commodities Exchange
- Kideco Jaya Agung - Indonesia
- Siam City Cement - Thailand
- Kobexindo Tractors - Indoneisa
- Simpson Spence & Young - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Riau Bara Harum - Indonesia
- ICICI Bank Limited - India
- Cigading International Bulk Terminal - Indonesia
- Videocon Industries ltd - India
- Holcim Trading Pte Ltd - Singapore
- Planning Commission, India
- Iligan Light & Power Inc, Philippines
- Coalindo Energy - Indonesia
- Wilmar Investment Holdings
- Intertek Mineral Services - Indonesia
- Port Waratah Coal Services - Australia
- Siam City Cement PLC, Thailand
- Banpu Public Company Limited - Thailand
- CIMB Investment Bank - Malaysia
- McConnell Dowell - Australia
- Petron Corporation, Philippines
- San Jose City I Power Corp, Philippines
- Binh Thuan Hamico - Vietnam
- Barasentosa Lestari - Indonesia
- Ministry of Finance - Indonesia
- GMR Energy Limited - India
- Georgia Ports Authority, United States
- Kumho Petrochemical, South Korea
- Vijayanagar Sugar Pvt Ltd - India
- Parliament of New Zealand
- IEA Clean Coal Centre - UK
- Ind-Barath Power Infra Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Formosa Plastics Group - Taiwan
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