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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, 04 May 17
SUPRAMAX: INDO COAL ROUNDS LEVELS WITH DELIVERY CHINA IS TRADING AROUND LOW $6K, TRIP BACK TO CHINA
Supramax
The short week brought weaker rates across all routes. Supras from USG to Japan were fixed around $19-20 k daily and from ECSA to ECI $1 ...
Wednesday, 03 May 17
MALAYSIA SEEMS AS BIGGEST ADARO COAL IMPORTER IN Q1' 17
COALspot.com: In 1Q17, 30% of Adaro's sales went to Indonesia, the data from unaudited consolidated financial statement shows.
Malaysia ca ...
Wednesday, 03 May 17
MARKET INSIGHT - STELIOS KOLLINTZAS
The overall performance of each sector within the edible oil markets has remained poor for the past weeks. Apart from the veg oil exports fro ...
Tuesday, 02 May 17
THE FREIGHT MARKET CONTINUE TO SLUMP THIS PAST WEEK
COALspot.com: The Freight market continues to slump this past week, as all segments except Handy Size show a negative downward trend.
The Balt ...
Friday, 28 April 17
U.S PRODUCED LESS COAL THIS PAST WEEK COMPARED TO THE PREVIOUS WEEK - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totaled an estimated 14 million short tons ( ...
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Showing 2056 to 2060 news of total 6871 |
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- Anglo American - United Kingdom
- Timah Investasi Mineral - Indoneisa
- GVK Power & Infra Limited - India
- Grasim Industreis Ltd - India
- Chettinad Cement Corporation Ltd - India
- Mjunction Services Limited - India
- Antam Resourcindo - Indonesia
- South Luzon Thermal Energy Corporation
- Global Business Power Corporation, Philippines
- TeaM Sual Corporation - Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Borneo Indobara - Indonesia
- IHS Mccloskey Coal Group - USA
- Altura Mining Limited, Indonesia
- Gujarat Sidhee Cement - India
- Directorate General of MIneral and Coal - Indonesia
- Iligan Light & Power Inc, Philippines
- Chamber of Mines of South Africa
- TNB Fuel Sdn Bhd - Malaysia
- Neyveli Lignite Corporation Ltd, - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Indonesian Coal Mining Association
- Rio Tinto Coal - Australia
- Mercator Lines Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Parry Sugars Refinery, India
- Economic Council, Georgia
- Commonwealth Bank - Australia
- Semirara Mining Corp, Philippines
- Rashtriya Ispat Nigam Limited - India
- Ministry of Transport, Egypt
- Billiton Holdings Pty Ltd - Australia
- Kaltim Prima Coal - Indonesia
- Electricity Authority, New Zealand
- Bayan Resources Tbk. - Indonesia
- Binh Thuan Hamico - Vietnam
- Bukit Asam (Persero) Tbk - Indonesia
- Meenaskhi Energy Private Limited - India
- Georgia Ports Authority, United States
- Electricity Generating Authority of Thailand
- Jaiprakash Power Ventures ltd
- Dalmia Cement Bharat India
- Interocean Group of Companies - India
- New Zealand Coal & Carbon
- SN Aboitiz Power Inc, Philippines
- Uttam Galva Steels Limited - India
- Kideco Jaya Agung - Indonesia
- Vedanta Resources Plc - India
- Essar Steel Hazira Ltd - India
- Kumho Petrochemical, South Korea
- Directorate Of Revenue Intelligence - India
- Kohat Cement Company Ltd. - Pakistan
- Port Waratah Coal Services - Australia
- Intertek Mineral Services - Indonesia
- OPG Power Generation Pvt Ltd - India
- International Coal Ventures Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- MS Steel International - UAE
- Orica Mining Services - Indonesia
- Metalloyd Limited - United Kingdom
- Global Green Power PLC Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Larsen & Toubro Limited - India
- Wilmar Investment Holdings
- Star Paper Mills Limited - India
- Kobexindo Tractors - Indoneisa
- Toyota Tsusho Corporation, Japan
- Romanian Commodities Exchange
- Siam City Cement PLC, Thailand
- Carbofer General Trading SA - India
- Sakthi Sugars Limited - India
- Parliament of New Zealand
- Bharathi Cement Corporation - India
- Pendopo Energi Batubara - Indonesia
- Trasteel International SA, Italy
- Kepco SPC Power Corporation, Philippines
- Eastern Coal Council - USA
- Merrill Lynch Commodities Europe
- Indian Energy Exchange, India
- Gujarat Electricity Regulatory Commission - India
- Cigading International Bulk Terminal - Indonesia
- Thai Mozambique Logistica
- Edison Trading Spa - Italy
- Aboitiz Power Corporation - Philippines
- Manunggal Multi Energi - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- CNBM International Corporation - China
- Gujarat Mineral Development Corp Ltd - India
- Deloitte Consulting - India
- The University of Queensland
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Australian Commodity Traders Exchange
- Bukit Baiduri Energy - Indonesia
- Tata Chemicals Ltd - India
- Videocon Industries ltd - India
- Power Finance Corporation Ltd., India
- Malabar Cements Ltd - India
- Renaissance Capital - South Africa
- Bukit Makmur.PT - Indonesia
- Savvy Resources Ltd - HongKong
- Bhoruka Overseas - Indonesia
- Simpson Spence & Young - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Marubeni Corporation - India
- Samtan Co., Ltd - South Korea
- Riau Bara Harum - Indonesia
- Bhatia International Limited - India
- Eastern Energy - Thailand
- PowerSource Philippines DevCo
- Meralco Power Generation, Philippines
- Oldendorff Carriers - Singapore
- Baramulti Group, Indonesia
- Global Coal Blending Company Limited - Australia
- Petron Corporation, Philippines
- SMC Global Power, Philippines
- Goldman Sachs - Singapore
- Madhucon Powers Ltd - India
- The Treasury - Australian Government
- McConnell Dowell - Australia
- Standard Chartered Bank - UAE
- Indika Energy - Indonesia
- Lanco Infratech Ltd - India
- Ambuja Cements Ltd - India
- London Commodity Brokers - England
- Banpu Public Company Limited - Thailand
- Siam City Cement - Thailand
- Mintek Dendrill Indonesia
- Ceylon Electricity Board - Sri Lanka
- Maharashtra Electricity Regulatory Commission - India
- Kalimantan Lumbung Energi - Indonesia
- Australian Coal Association
- Indogreen Group - Indonesia
- White Energy Company Limited
- The State Trading Corporation of India Ltd
- VISA Power Limited - India
- Semirara Mining and Power Corporation, Philippines
- IEA Clean Coal Centre - UK
- Sree Jayajothi Cements Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sindya Power Generating Company Private Ltd
- Orica Australia Pty. Ltd.
- Posco Energy - South Korea
- Salva Resources Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- European Bulk Services B.V. - Netherlands
- Coastal Gujarat Power Limited - India
- Miang Besar Coal Terminal - Indonesia
- Tamil Nadu electricity Board
- Vijayanagar Sugar Pvt Ltd - India
- Wood Mackenzie - Singapore
- Agrawal Coal Company - India
- Central Java Power - Indonesia
- Indo Tambangraya Megah - Indonesia
- Therma Luzon, Inc, Philippines
- Singapore Mercantile Exchange
- Xindia Steels Limited - India
- Central Electricity Authority - India
- Cement Manufacturers Association - India
- Ministry of Mines - Canada
- Attock Cement Pakistan Limited
- AsiaOL BioFuels Corp., Philippines
- Bulk Trading Sa - Switzerland
- Bangladesh Power Developement Board
- Mercuria Energy - Indonesia
- Globalindo Alam Lestari - Indonesia
- Aditya Birla Group - India
- Latin American Coal - Colombia
- Vizag Seaport Private Limited - India
- Independent Power Producers Association of India
- PNOC Exploration Corporation - Philippines
- Coalindo Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- Coal and Oil Company - UAE
- Jorong Barutama Greston.PT - Indonesia
- Indian Oil Corporation Limited
- Ind-Barath Power Infra Limited - India
- India Bulls Power Limited - India
- Kartika Selabumi Mining - Indonesia
- Ministry of Finance - Indonesia
- Sojitz Corporation - Japan
- Pipit Mutiara Jaya. PT, Indonesia
- Makarim & Taira - Indonesia
- Minerals Council of Australia
- Sical Logistics Limited - India
- SMG Consultants - Indonesia
- Energy Link Ltd, New Zealand
- Kapuas Tunggal Persada - Indonesia
- Bhushan Steel Limited - India
- PTC India Limited - India
- Planning Commission, India
- Sarangani Energy Corporation, Philippines
- Krishnapatnam Port Company Ltd. - India
- GMR Energy Limited - India
- Karaikal Port Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- GAC Shipping (India) Pvt Ltd
- ICICI Bank Limited - India
- Price Waterhouse Coopers - Russia
- ASAPP Information Group - India
- CIMB Investment Bank - Malaysia
- Maheswari Brothers Coal Limited - India
- Medco Energi Mining Internasional
- Holcim Trading Pte Ltd - Singapore
- PetroVietnam Power Coal Import and Supply Company
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Straits Asia Resources Limited - Singapore
- Heidelberg Cement - Germany
- Thiess Contractors Indonesia
- Barasentosa Lestari - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Leighton Contractors Pty Ltd - Australia
- Africa Commodities Group - South Africa
- Energy Development Corp, Philippines
- Alfred C Toepfer International GmbH - Germany
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