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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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Thursday, 13 July 17
SUPRAMAX: NICKEL ORE TRIPS TO CHINA VIA PHILIPPINES WITH DELIVERY S. CHINA IS PAYING AROUND MID $9000 - FEARNLEYS
Supramax
COALspot.com: Another slow start to the week with somewhat softening rates and few fixtures.
Nickel Ore trips to China via the Phil ...
Wednesday, 12 July 17
COAL HAS CONTINUED A STELLAR RUN OVER THE PAST YEAR GAINING ~10% OVER THE PAST QUARTER AND ~41% OVER THE PAST YEAR - LINOS KOGEVINAS
Having just passed the second quarter of 2017, it is interesting to take a look at the performance of the commodity market and how certain commodit ...
Monday, 10 July 17
A ROLLERCOASTER YEAR FOR COAL PRICES; ICPR ROSE 4.62% M/M
COALspot.com: Indonesian coal benchmark price rose 4.62% in July, government data showed.
The benchmark price of Indonesian thermal c ...
Monday, 10 July 17
THE FREIGHT MARKET WAS SHOWS A NEGATIVE TREND WEEK OVER WEEK
COALspot.com: The Freight market decline this past week compared to the previous week, as BDI and Cape indexes show a negative trend week over week ...
Friday, 07 July 17
SHOULD WE BE AVOIDING GENERAL AVERAGE? - ALEX KEMP
KNOWLEDGE TO ELEVATE
Calls for general average to be abolished are nearly as old as the regime itself. A representative of Lloyd’s atten ...
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Showing 2006 to 2010 news of total 6871 |
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- Asia Pacific Energy Resources Ventures Inc, Philippines
- Bayan Resources Tbk. - Indonesia
- Price Waterhouse Coopers - Russia
- Videocon Industries ltd - India
- Timah Investasi Mineral - Indoneisa
- Sakthi Sugars Limited - India
- Energy Development Corp, Philippines
- Binh Thuan Hamico - Vietnam
- International Coal Ventures Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Straits Asia Resources Limited - Singapore
- Siam City Cement - Thailand
- Bahari Cakrawala Sebuku - Indonesia
- Kobexindo Tractors - Indoneisa
- Bhushan Steel Limited - India
- Savvy Resources Ltd - HongKong
- Georgia Ports Authority, United States
- Power Finance Corporation Ltd., India
- Globalindo Alam Lestari - Indonesia
- Electricity Authority, New Zealand
- Tamil Nadu electricity Board
- Ceylon Electricity Board - Sri Lanka
- Malabar Cements Ltd - India
- Orica Mining Services - Indonesia
- Kartika Selabumi Mining - Indonesia
- Sarangani Energy Corporation, Philippines
- The State Trading Corporation of India Ltd
- Mintek Dendrill Indonesia
- SMG Consultants - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Port Waratah Coal Services - Australia
- Vedanta Resources Plc - India
- Star Paper Mills Limited - India
- Salva Resources Pvt Ltd - India
- Larsen & Toubro Limited - India
- LBH Netherlands Bv - Netherlands
- Medco Energi Mining Internasional
- Orica Australia Pty. Ltd.
- Carbofer General Trading SA - India
- Parry Sugars Refinery, India
- Kideco Jaya Agung - Indonesia
- IHS Mccloskey Coal Group - USA
- GN Power Mariveles Coal Plant, Philippines
- Anglo American - United Kingdom
- Coalindo Energy - Indonesia
- New Zealand Coal & Carbon
- Lanco Infratech Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Asmin Koalindo Tuhup - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Agrawal Coal Company - India
- Tata Chemicals Ltd - India
- GAC Shipping (India) Pvt Ltd
- Xindia Steels Limited - India
- Maheswari Brothers Coal Limited - India
- Bangladesh Power Developement Board
- Ministry of Transport, Egypt
- Uttam Galva Steels Limited - India
- The Treasury - Australian Government
- Chettinad Cement Corporation Ltd - India
- Indika Energy - Indonesia
- Grasim Industreis Ltd - India
- Eastern Energy - Thailand
- Kaltim Prima Coal - Indonesia
- OPG Power Generation Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Bhatia International Limited - India
- London Commodity Brokers - England
- GMR Energy Limited - India
- Bulk Trading Sa - Switzerland
- Billiton Holdings Pty Ltd - Australia
- Iligan Light & Power Inc, Philippines
- Mercuria Energy - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Trasteel International SA, Italy
- Madhucon Powers Ltd - India
- Siam City Cement PLC, Thailand
- Leighton Contractors Pty Ltd - Australia
- Mercator Lines Limited - India
- TeaM Sual Corporation - Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Pendopo Energi Batubara - Indonesia
- Global Coal Blending Company Limited - Australia
- Coastal Gujarat Power Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Bhoruka Overseas - Indonesia
- Thai Mozambique Logistica
- SMC Global Power, Philippines
- Aboitiz Power Corporation - Philippines
- Coal and Oil Company - UAE
- Goldman Sachs - Singapore
- Deloitte Consulting - India
- Singapore Mercantile Exchange
- Barasentosa Lestari - Indonesia
- Meralco Power Generation, Philippines
- Sindya Power Generating Company Private Ltd
- Renaissance Capital - South Africa
- Oldendorff Carriers - Singapore
- The University of Queensland
- Bank of Tokyo Mitsubishi UFJ Ltd
- Essar Steel Hazira Ltd - India
- MS Steel International - UAE
- Thiess Contractors Indonesia
- Indian Energy Exchange, India
- White Energy Company Limited
- Intertek Mineral Services - Indonesia
- Independent Power Producers Association of India
- Commonwealth Bank - Australia
- India Bulls Power Limited - India
- Australian Commodity Traders Exchange
- Antam Resourcindo - Indonesia
- Parliament of New Zealand
- GVK Power & Infra Limited - India
- Romanian Commodities Exchange
- Neyveli Lignite Corporation Ltd, - India
- Therma Luzon, Inc, Philippines
- McConnell Dowell - Australia
- Energy Link Ltd, New Zealand
- Kalimantan Lumbung Energi - Indonesia
- Ministry of Finance - Indonesia
- Chamber of Mines of South Africa
- Merrill Lynch Commodities Europe
- Cement Manufacturers Association - India
- Petron Corporation, Philippines
- PNOC Exploration Corporation - Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Standard Chartered Bank - UAE
- Kepco SPC Power Corporation, Philippines
- VISA Power Limited - India
- Sojitz Corporation - Japan
- Vijayanagar Sugar Pvt Ltd - India
- Meenaskhi Energy Private Limited - India
- South Luzon Thermal Energy Corporation
- Semirara Mining and Power Corporation, Philippines
- Indonesian Coal Mining Association
- Interocean Group of Companies - India
- Latin American Coal - Colombia
- PTC India Limited - India
- Toyota Tsusho Corporation, Japan
- Ministry of Mines - Canada
- Bukit Makmur.PT - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Wilmar Investment Holdings
- Borneo Indobara - Indonesia
- Economic Council, Georgia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- TNB Fuel Sdn Bhd - Malaysia
- Global Business Power Corporation, Philippines
- Edison Trading Spa - Italy
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Posco Energy - South Korea
- Simpson Spence & Young - Indonesia
- PowerSource Philippines DevCo
- Cigading International Bulk Terminal - Indonesia
- Mjunction Services Limited - India
- CIMB Investment Bank - Malaysia
- Bharathi Cement Corporation - India
- Jaiprakash Power Ventures ltd
- Gujarat Electricity Regulatory Commission - India
- Banpu Public Company Limited - Thailand
- PetroVietnam Power Coal Import and Supply Company
- Metalloyd Limited - United Kingdom
- Sinarmas Energy and Mining - Indonesia
- Electricity Generating Authority of Thailand
- Maharashtra Electricity Regulatory Commission - India
- Heidelberg Cement - Germany
- Sical Logistics Limited - India
- Indogreen Group - Indonesia
- Dalmia Cement Bharat India
- Kapuas Tunggal Persada - Indonesia
- Australian Coal Association
- Africa Commodities Group - South Africa
- European Bulk Services B.V. - Netherlands
- AsiaOL BioFuels Corp., Philippines
- Planning Commission, India
- Bukit Baiduri Energy - Indonesia
- Manunggal Multi Energi - Indonesia
- Indo Tambangraya Megah - Indonesia
- Ind-Barath Power Infra Limited - India
- Altura Mining Limited, Indonesia
- Sree Jayajothi Cements Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Gujarat Sidhee Cement - India
- Attock Cement Pakistan Limited
- Ambuja Cements Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Miang Besar Coal Terminal - Indonesia
- Formosa Plastics Group - Taiwan
- Rio Tinto Coal - Australia
- Minerals Council of Australia
- Baramulti Group, Indonesia
- Aditya Birla Group - India
- Vizag Seaport Private Limited - India
- Wood Mackenzie - Singapore
- Eastern Coal Council - USA
- Central Electricity Authority - India
- CNBM International Corporation - China
- Kohat Cement Company Ltd. - Pakistan
- ICICI Bank Limited - India
- IEA Clean Coal Centre - UK
- Central Java Power - Indonesia
- San Jose City I Power Corp, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Marubeni Corporation - India
- Pipit Mutiara Jaya. PT, Indonesia
- SN Aboitiz Power Inc, Philippines
- Makarim & Taira - Indonesia
- Directorate Of Revenue Intelligence - India
- Global Green Power PLC Corporation, Philippines
- Kumho Petrochemical, South Korea
- Indian Oil Corporation Limited
- Samtan Co., Ltd - South Korea
- ASAPP Information Group - India
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