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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, 23 May 17
TANKERS WEEKLY MARKET NOTE - ALLIED
It’s been a turbulent couple of weeks on the oil front, with the effectiveness of OPEC’s policy being under debate amongst most traders ...
Monday, 22 May 17
THE SHIPPING INDEX DECLINES AGAIN
COALspot.com: The Freight market again decline this past week, as BDI and all other indexes show a negative trend week over week.
The Baltic E ...
Friday, 19 May 17
U.S WEEKLY COAL OUTPUT UP 1.2% WEEK OVER WEEK - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 13.5 million short ton ...
Thursday, 18 May 17
SUPRAMAX : COAL TRIPS TO CHINA WITH VESSELS OPEN INDO HAVE BEEN FIXED AROUND $8000
Supramax
Atlantic market has stayed quiet with no substantial developments.
Cont to Med scrap cargoes have concluded around 11k says Fearnle ...
Thursday, 18 May 17
SOUTHEAST ASIA CAN ACCELERATE ACHIEVEMENT OF PARIS AGREEMENT GOALS - WCA
Low emissions coal in Asia reduces more CO2 emissions than renewable investment in Western Europe.
Investing in low emissions coal plants in S ...
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Showing 2041 to 2045 news of total 6871 |
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- SMG Consultants - Indonesia
- European Bulk Services B.V. - Netherlands
- Bulk Trading Sa - Switzerland
- Directorate General of MIneral and Coal - Indonesia
- Orica Australia Pty. Ltd.
- Georgia Ports Authority, United States
- Tamil Nadu electricity Board
- Toyota Tsusho Corporation, Japan
- PTC India Limited - India
- Sarangani Energy Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- LBH Netherlands Bv - Netherlands
- Grasim Industreis Ltd - India
- Videocon Industries ltd - India
- VISA Power Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Timah Investasi Mineral - Indoneisa
- OPG Power Generation Pvt Ltd - India
- Vedanta Resources Plc - India
- Kaltim Prima Coal - Indonesia
- Standard Chartered Bank - UAE
- Kalimantan Lumbung Energi - Indonesia
- CNBM International Corporation - China
- TeaM Sual Corporation - Philippines
- Bhushan Steel Limited - India
- Port Waratah Coal Services - Australia
- Gujarat Sidhee Cement - India
- Holcim Trading Pte Ltd - Singapore
- Vizag Seaport Private Limited - India
- Coal and Oil Company - UAE
- Offshore Bulk Terminal Pte Ltd, Singapore
- Essar Steel Hazira Ltd - India
- Edison Trading Spa - Italy
- Antam Resourcindo - Indonesia
- San Jose City I Power Corp, Philippines
- MS Steel International - UAE
- Kapuas Tunggal Persada - Indonesia
- IHS Mccloskey Coal Group - USA
- Cement Manufacturers Association - India
- Indonesian Coal Mining Association
- Sojitz Corporation - Japan
- Bukit Makmur.PT - Indonesia
- GVK Power & Infra Limited - India
- Romanian Commodities Exchange
- Thiess Contractors Indonesia
- SMC Global Power, Philippines
- Simpson Spence & Young - Indonesia
- Sindya Power Generating Company Private Ltd
- Ambuja Cements Ltd - India
- Malabar Cements Ltd - India
- Indika Energy - Indonesia
- CIMB Investment Bank - Malaysia
- Manunggal Multi Energi - Indonesia
- Electricity Authority, New Zealand
- Wilmar Investment Holdings
- Bhoruka Overseas - Indonesia
- Economic Council, Georgia
- Vijayanagar Sugar Pvt Ltd - India
- Rio Tinto Coal - Australia
- Trasteel International SA, Italy
- Price Waterhouse Coopers - Russia
- Maheswari Brothers Coal Limited - India
- Posco Energy - South Korea
- Eastern Energy - Thailand
- Singapore Mercantile Exchange
- Anglo American - United Kingdom
- Marubeni Corporation - India
- India Bulls Power Limited - India
- Bayan Resources Tbk. - Indonesia
- Iligan Light & Power Inc, Philippines
- Planning Commission, India
- Wood Mackenzie - Singapore
- Africa Commodities Group - South Africa
- Bukit Baiduri Energy - Indonesia
- Attock Cement Pakistan Limited
- Lanco Infratech Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Petrochimia International Co. Ltd.- Taiwan
- Ministry of Transport, Egypt
- Bhatia International Limited - India
- Pendopo Energi Batubara - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Thai Mozambique Logistica
- Larsen & Toubro Limited - India
- Kepco SPC Power Corporation, Philippines
- PNOC Exploration Corporation - Philippines
- Gujarat Mineral Development Corp Ltd - India
- Medco Energi Mining Internasional
- Uttam Galva Steels Limited - India
- Eastern Coal Council - USA
- Energy Link Ltd, New Zealand
- Global Business Power Corporation, Philippines
- Power Finance Corporation Ltd., India
- Metalloyd Limited - United Kingdom
- Xindia Steels Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- GMR Energy Limited - India
- Central Java Power - Indonesia
- Commonwealth Bank - Australia
- Cigading International Bulk Terminal - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Siam City Cement - Thailand
- Gujarat Electricity Regulatory Commission - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kobexindo Tractors - Indoneisa
- GN Power Mariveles Coal Plant, Philippines
- Orica Mining Services - Indonesia
- Altura Mining Limited, Indonesia
- Ind-Barath Power Infra Limited - India
- Madhucon Powers Ltd - India
- Salva Resources Pvt Ltd - India
- Bharathi Cement Corporation - India
- Krishnapatnam Port Company Ltd. - India
- SN Aboitiz Power Inc, Philippines
- Baramulti Group, Indonesia
- Global Green Power PLC Corporation, Philippines
- Jaiprakash Power Ventures ltd
- London Commodity Brokers - England
- Indogreen Group - Indonesia
- Directorate Of Revenue Intelligence - India
- Electricity Generating Authority of Thailand
- Global Coal Blending Company Limited - Australia
- Interocean Group of Companies - India
- Meralco Power Generation, Philippines
- Aditya Birla Group - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Dalmia Cement Bharat India
- Latin American Coal - Colombia
- Mintek Dendrill Indonesia
- Sree Jayajothi Cements Limited - India
- The University of Queensland
- Binh Thuan Hamico - Vietnam
- Karaikal Port Pvt Ltd - India
- Merrill Lynch Commodities Europe
- Formosa Plastics Group - Taiwan
- Aboitiz Power Corporation - Philippines
- Australian Coal Association
- Minerals Council of Australia
- Asmin Koalindo Tuhup - Indonesia
- ASAPP Information Group - India
- Ministry of Mines - Canada
- TNB Fuel Sdn Bhd - Malaysia
- Central Electricity Authority - India
- Billiton Holdings Pty Ltd - Australia
- Ceylon Electricity Board - Sri Lanka
- The State Trading Corporation of India Ltd
- Riau Bara Harum - Indonesia
- Intertek Mineral Services - Indonesia
- ICICI Bank Limited - India
- IEA Clean Coal Centre - UK
- Kohat Cement Company Ltd. - Pakistan
- Barasentosa Lestari - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Indian Energy Exchange, India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sakthi Sugars Limited - India
- Sical Logistics Limited - India
- Energy Development Corp, Philippines
- Renaissance Capital - South Africa
- Alfred C Toepfer International GmbH - Germany
- Banpu Public Company Limited - Thailand
- Chettinad Cement Corporation Ltd - India
- McConnell Dowell - Australia
- Kideco Jaya Agung - Indonesia
- Indo Tambangraya Megah - Indonesia
- Coastal Gujarat Power Limited - India
- Borneo Indobara - Indonesia
- Jindal Steel & Power Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- PowerSource Philippines DevCo
- Karbindo Abesyapradhi - Indoneisa
- Chamber of Mines of South Africa
- AsiaOL BioFuels Corp., Philippines
- Tata Chemicals Ltd - India
- Oldendorff Carriers - Singapore
- Star Paper Mills Limited - India
- Parry Sugars Refinery, India
- Makarim & Taira - Indonesia
- Australian Commodity Traders Exchange
- Semirara Mining and Power Corporation, Philippines
- Mercuria Energy - Indonesia
- Petron Corporation, Philippines
- Mercator Lines Limited - India
- GAC Shipping (India) Pvt Ltd
- Miang Besar Coal Terminal - Indonesia
- Meenaskhi Energy Private Limited - India
- Straits Asia Resources Limited - Singapore
- Agrawal Coal Company - India
- Globalindo Alam Lestari - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Bangladesh Power Developement Board
- Indian Oil Corporation Limited
- Semirara Mining Corp, Philippines
- Ministry of Finance - Indonesia
- Carbofer General Trading SA - India
- Maharashtra Electricity Regulatory Commission - India
- White Energy Company Limited
- Therma Luzon, Inc, Philippines
- Samtan Co., Ltd - South Korea
- Kumho Petrochemical, South Korea
- Goldman Sachs - Singapore
- Independent Power Producers Association of India
- Parliament of New Zealand
- Bukit Asam (Persero) Tbk - Indonesia
- Coalindo Energy - Indonesia
- Heidelberg Cement - Germany
- Leighton Contractors Pty Ltd - Australia
- Savvy Resources Ltd - HongKong
- Deloitte Consulting - India
- New Zealand Coal & Carbon
- South Luzon Thermal Energy Corporation
- The Treasury - Australian Government
- International Coal Ventures Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Siam City Cement PLC, Thailand
- Mjunction Services Limited - India
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