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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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Wednesday, 05 July 17
TROUBLE SEEMS TO BE LOOMING ONCE MORE IN THE STEEL INDUSTRY - GEORGE LAZARIDIS
Trouble seems to be looming once more in the steel industry as US President Trump puts forth his plans for specialist protectionist measures for th ...
Friday, 30 June 17
U.S. WEEKLY COAL OUTPUT SLIGHTLY DOWN
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15.6 million short tonn ...
Wednesday, 28 June 17
SHIPPING MARKET INSIGHT - TIMOS PAPADIMITRIOU
From the beginning of the year until now SnP activity has changed significantly. To put things into perspective, after a fast and furious q1 on the ...
Monday, 26 June 17
PANAMAX/KAMARMAXES HAD A STRONG WEEK WITH RATES RISING IN MOST AREAS OF THE MARKET - BALTICEXCHANGE
Capesize
A dark cloud appeared to have descended over the market for the big ships with rates continuing to slide in all areas. There was a repor ...
Friday, 23 June 17
U.S. WEEKLY COAL PRODUCTION TOTALED APPROXIMATELY 15.8 MMST; UP 1.8% W/W
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 15.8 million short tonn ...
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Showing 2016 to 2020 news of total 6871 |
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- Jindal Steel & Power Ltd - India
- IEA Clean Coal Centre - UK
- Essar Steel Hazira Ltd - India
- OPG Power Generation Pvt Ltd - India
- Bukit Makmur.PT - Indonesia
- Romanian Commodities Exchange
- PNOC Exploration Corporation - Philippines
- Meenaskhi Energy Private Limited - India
- ASAPP Information Group - India
- Global Green Power PLC Corporation, Philippines
- Electricity Generating Authority of Thailand
- Posco Energy - South Korea
- Carbofer General Trading SA - India
- Mercuria Energy - Indonesia
- Grasim Industreis Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Oldendorff Carriers - Singapore
- Orica Mining Services - Indonesia
- SMG Consultants - Indonesia
- Central Java Power - Indonesia
- Siam City Cement - Thailand
- Ministry of Mines - Canada
- Maheswari Brothers Coal Limited - India
- Globalindo Alam Lestari - Indonesia
- Gujarat Sidhee Cement - India
- White Energy Company Limited
- Eastern Coal Council - USA
- London Commodity Brokers - England
- Formosa Plastics Group - Taiwan
- Intertek Mineral Services - Indonesia
- Renaissance Capital - South Africa
- The University of Queensland
- Rashtriya Ispat Nigam Limited - India
- Australian Commodity Traders Exchange
- Xindia Steels Limited - India
- Alfred C Toepfer International GmbH - Germany
- Bulk Trading Sa - Switzerland
- Directorate General of MIneral and Coal - Indonesia
- MS Steel International - UAE
- Indonesian Coal Mining Association
- Coalindo Energy - Indonesia
- India Bulls Power Limited - India
- Merrill Lynch Commodities Europe
- Indika Energy - Indonesia
- Petron Corporation, Philippines
- SMC Global Power, Philippines
- Thai Mozambique Logistica
- Wood Mackenzie - Singapore
- Kumho Petrochemical, South Korea
- Semirara Mining and Power Corporation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Directorate Of Revenue Intelligence - India
- Borneo Indobara - Indonesia
- Pendopo Energi Batubara - Indonesia
- Central Electricity Authority - India
- Indian Energy Exchange, India
- Indogreen Group - Indonesia
- San Jose City I Power Corp, Philippines
- Kaltim Prima Coal - Indonesia
- Trasteel International SA, Italy
- Gujarat Electricity Regulatory Commission - India
- IHS Mccloskey Coal Group - USA
- Altura Mining Limited, Indonesia
- Medco Energi Mining Internasional
- Kapuas Tunggal Persada - Indonesia
- Manunggal Multi Energi - Indonesia
- Sinarmas Energy and Mining - Indonesia
- SN Aboitiz Power Inc, Philippines
- Sindya Power Generating Company Private Ltd
- Heidelberg Cement - Germany
- Vizag Seaport Private Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Baramulti Group, Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Agrawal Coal Company - India
- Edison Trading Spa - Italy
- Larsen & Toubro Limited - India
- Iligan Light & Power Inc, Philippines
- Parry Sugars Refinery, India
- Interocean Group of Companies - India
- Africa Commodities Group - South Africa
- Global Business Power Corporation, Philippines
- Videocon Industries ltd - India
- Vedanta Resources Plc - India
- Coastal Gujarat Power Limited - India
- Mercator Lines Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Binh Thuan Hamico - Vietnam
- Antam Resourcindo - Indonesia
- Port Waratah Coal Services - Australia
- The State Trading Corporation of India Ltd
- Economic Council, Georgia
- Mjunction Services Limited - India
- Coal and Oil Company - UAE
- Neyveli Lignite Corporation Ltd, - India
- Banpu Public Company Limited - Thailand
- Leighton Contractors Pty Ltd - Australia
- Sical Logistics Limited - India
- South Luzon Thermal Energy Corporation
- Rio Tinto Coal - Australia
- Sarangani Energy Corporation, Philippines
- GAC Shipping (India) Pvt Ltd
- Marubeni Corporation - India
- Metalloyd Limited - United Kingdom
- GVK Power & Infra Limited - India
- Star Paper Mills Limited - India
- Bhatia International Limited - India
- Commonwealth Bank - Australia
- Ambuja Cements Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Goldman Sachs - Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Standard Chartered Bank - UAE
- Kobexindo Tractors - Indoneisa
- Vijayanagar Sugar Pvt Ltd - India
- PTC India Limited - India
- New Zealand Coal & Carbon
- PowerSource Philippines DevCo
- Offshore Bulk Terminal Pte Ltd, Singapore
- Tata Chemicals Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Bukit Baiduri Energy - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Ind-Barath Power Infra Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Georgia Ports Authority, United States
- Energy Link Ltd, New Zealand
- Cement Manufacturers Association - India
- CNBM International Corporation - China
- Krishnapatnam Port Company Ltd. - India
- Dalmia Cement Bharat India
- Power Finance Corporation Ltd., India
- Planning Commission, India
- Jaiprakash Power Ventures ltd
- TNB Fuel Sdn Bhd - Malaysia
- Bhushan Steel Limited - India
- Karaikal Port Pvt Ltd - India
- Sakthi Sugars Limited - India
- Bhoruka Overseas - Indonesia
- Kepco SPC Power Corporation, Philippines
- Lanco Infratech Ltd - India
- GMR Energy Limited - India
- European Bulk Services B.V. - Netherlands
- Kalimantan Lumbung Energi - Indonesia
- Attock Cement Pakistan Limited
- Makarim & Taira - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Samtan Co., Ltd - South Korea
- Toyota Tsusho Corporation, Japan
- McConnell Dowell - Australia
- Independent Power Producers Association of India
- VISA Power Limited - India
- LBH Netherlands Bv - Netherlands
- Australian Coal Association
- Kohat Cement Company Ltd. - Pakistan
- Kartika Selabumi Mining - Indonesia
- Chamber of Mines of South Africa
- Asmin Koalindo Tuhup - Indonesia
- Wilmar Investment Holdings
- Miang Besar Coal Terminal - Indonesia
- Electricity Authority, New Zealand
- Sree Jayajothi Cements Limited - India
- TeaM Sual Corporation - Philippines
- Salva Resources Pvt Ltd - India
- Sojitz Corporation - Japan
- Indian Oil Corporation Limited
- Minerals Council of Australia
- Singapore Mercantile Exchange
- Riau Bara Harum - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Savvy Resources Ltd - HongKong
- Bayan Resources Tbk. - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Billiton Holdings Pty Ltd - Australia
- Thiess Contractors Indonesia
- Therma Luzon, Inc, Philippines
- Orica Australia Pty. Ltd.
- Timah Investasi Mineral - Indoneisa
- Holcim Trading Pte Ltd - Singapore
- Parliament of New Zealand
- International Coal Ventures Pvt Ltd - India
- Aditya Birla Group - India
- Barasentosa Lestari - Indonesia
- Aboitiz Power Corporation - Philippines
- Uttam Galva Steels Limited - India
- Latin American Coal - Colombia
- Ministry of Finance - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Simpson Spence & Young - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Straits Asia Resources Limited - Singapore
- Tamil Nadu electricity Board
- Global Coal Blending Company Limited - Australia
- Indo Tambangraya Megah - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Madhucon Powers Ltd - India
- CIMB Investment Bank - Malaysia
- Meralco Power Generation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Eastern Energy - Thailand
- Mintek Dendrill Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Price Waterhouse Coopers - Russia
- Bangladesh Power Developement Board
- Malabar Cements Ltd - India
- ICICI Bank Limited - India
- Siam City Cement PLC, Thailand
- The Treasury - Australian Government
- Semirara Mining Corp, Philippines
- Kideco Jaya Agung - Indonesia
- Anglo American - United Kingdom
- Deloitte Consulting - India
- Bharathi Cement Corporation - India
- Ministry of Transport, Egypt
- Energy Development Corp, Philippines
- Chettinad Cement Corporation Ltd - India
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