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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, 24 April 17
THE FREIGHT MARKET WAS DOWN WEEK OVER WEEK EXCEPT FOR HANDYSIZE SEGMENT
COALspot.com: The Freight market was fell, week over a week as all segments show a negative downward trend except Handy Size segment this past week ...
Friday, 21 April 17
US WEEKLY COAL OUTPUT ON THE UP, EIA DATA SHOWS
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 14.9 million short ton ...
Thursday, 20 April 17
SHIPPING POOLS: DON'T JUST DIVE IN - MOORE STEPHENS
Shipping pools can be an attractive option for ship owners and operators, particularly in difficult markets and during periods of economic uncertai ...
Thursday, 20 April 17
THE DRY BULK MARKET IS STILL ON ITS UPWARD MOMENTUM - ALLIED SHIPPING
Having gone through the first quarter of the year and with the Easter break having no come and gone, it seems as though the dry bulk market is stil ...
Thursday, 20 April 17
CHINA'S IMPORT OF IRON ORE TO PROPEL DRY BULK SHIPPING DEMAND IN 2017 - PETER SAND
China's import of iron ore will continue to be a key driver for the demand growth in 2017 for the dry bulk shipping industry, alongside shippin ...
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- Larsen & Toubro Limited - India
- India Bulls Power Limited - India
- Videocon Industries ltd - India
- Riau Bara Harum - Indonesia
- Agrawal Coal Company - India
- Port Waratah Coal Services - Australia
- Edison Trading Spa - Italy
- Eastern Coal Council - USA
- GAC Shipping (India) Pvt Ltd
- McConnell Dowell - Australia
- Coalindo Energy - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Tamil Nadu electricity Board
- Altura Mining Limited, Indonesia
- Australian Coal Association
- Uttam Galva Steels Limited - India
- Manunggal Multi Energi - Indonesia
- Cement Manufacturers Association - India
- VISA Power Limited - India
- Iligan Light & Power Inc, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Siam City Cement - Thailand
- Posco Energy - South Korea
- Commonwealth Bank - Australia
- Maheswari Brothers Coal Limited - India
- Anglo American - United Kingdom
- PowerSource Philippines DevCo
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Standard Chartered Bank - UAE
- Latin American Coal - Colombia
- Medco Energi Mining Internasional
- Sree Jayajothi Cements Limited - India
- Goldman Sachs - Singapore
- Jorong Barutama Greston.PT - Indonesia
- Indogreen Group - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- The University of Queensland
- Carbofer General Trading SA - India
- SMC Global Power, Philippines
- Global Green Power PLC Corporation, Philippines
- Meralco Power Generation, Philippines
- IHS Mccloskey Coal Group - USA
- Electricity Authority, New Zealand
- The State Trading Corporation of India Ltd
- Independent Power Producers Association of India
- Renaissance Capital - South Africa
- Gujarat Sidhee Cement - India
- TeaM Sual Corporation - Philippines
- Energy Link Ltd, New Zealand
- CNBM International Corporation - China
- Eastern Energy - Thailand
- Metalloyd Limited - United Kingdom
- San Jose City I Power Corp, Philippines
- Rashtriya Ispat Nigam Limited - India
- Bharathi Cement Corporation - India
- Electricity Generating Authority of Thailand
- Indo Tambangraya Megah - Indonesia
- Borneo Indobara - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- GN Power Mariveles Coal Plant, Philippines
- GMR Energy Limited - India
- GVK Power & Infra Limited - India
- IEA Clean Coal Centre - UK
- Directorate Of Revenue Intelligence - India
- Bhatia International Limited - India
- Therma Luzon, Inc, Philippines
- SN Aboitiz Power Inc, Philippines
- Global Coal Blending Company Limited - Australia
- Gujarat Electricity Regulatory Commission - India
- Tata Chemicals Ltd - India
- Kobexindo Tractors - Indoneisa
- Kepco SPC Power Corporation, Philippines
- Wood Mackenzie - Singapore
- Bayan Resources Tbk. - Indonesia
- Xindia Steels Limited - India
- Singapore Mercantile Exchange
- Sakthi Sugars Limited - India
- Salva Resources Pvt Ltd - India
- Thai Mozambique Logistica
- Pendopo Energi Batubara - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Makarim & Taira - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Banpu Public Company Limited - Thailand
- ASAPP Information Group - India
- Sindya Power Generating Company Private Ltd
- Leighton Contractors Pty Ltd - Australia
- TNB Fuel Sdn Bhd - Malaysia
- Meenaskhi Energy Private Limited - India
- Siam City Cement PLC, Thailand
- Indian Energy Exchange, India
- Rio Tinto Coal - Australia
- Central Java Power - Indonesia
- Malabar Cements Ltd - India
- Thiess Contractors Indonesia
- Straits Asia Resources Limited - Singapore
- Formosa Plastics Group - Taiwan
- Kideco Jaya Agung - Indonesia
- Mercator Lines Limited - India
- Globalindo Alam Lestari - Indonesia
- Economic Council, Georgia
- Planning Commission, India
- Kumho Petrochemical, South Korea
- MS Steel International - UAE
- Merrill Lynch Commodities Europe
- South Luzon Thermal Energy Corporation
- Orica Australia Pty. Ltd.
- LBH Netherlands Bv - Netherlands
- Vizag Seaport Private Limited - India
- Baramulti Group, Indonesia
- Essar Steel Hazira Ltd - India
- Simpson Spence & Young - Indonesia
- Savvy Resources Ltd - HongKong
- Alfred C Toepfer International GmbH - Germany
- Lanco Infratech Ltd - India
- Mintek Dendrill Indonesia
- Karaikal Port Pvt Ltd - India
- Central Electricity Authority - India
- Bukit Makmur.PT - Indonesia
- Timah Investasi Mineral - Indoneisa
- New Zealand Coal & Carbon
- Wilmar Investment Holdings
- Global Business Power Corporation, Philippines
- Coastal Gujarat Power Limited - India
- Kartika Selabumi Mining - Indonesia
- Heidelberg Cement - Germany
- Parry Sugars Refinery, India
- Kalimantan Lumbung Energi - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Semirara Mining Corp, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- ICICI Bank Limited - India
- Interocean Group of Companies - India
- Mjunction Services Limited - India
- Orica Mining Services - Indonesia
- Antam Resourcindo - Indonesia
- Ministry of Transport, Egypt
- Sinarmas Energy and Mining - Indonesia
- London Commodity Brokers - England
- Sarangani Energy Corporation, Philippines
- Sojitz Corporation - Japan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Chettinad Cement Corporation Ltd - India
- Power Finance Corporation Ltd., India
- Billiton Holdings Pty Ltd - Australia
- Kapuas Tunggal Persada - Indonesia
- SMG Consultants - Indonesia
- Petron Corporation, Philippines
- PTC India Limited - India
- Vedanta Resources Plc - India
- Jindal Steel & Power Ltd - India
- Deloitte Consulting - India
- White Energy Company Limited
- Australian Commodity Traders Exchange
- Marubeni Corporation - India
- Bhushan Steel Limited - India
- Binh Thuan Hamico - Vietnam
- Oldendorff Carriers - Singapore
- Barasentosa Lestari - Indonesia
- Bhoruka Overseas - Indonesia
- Cigading International Bulk Terminal - Indonesia
- CIMB Investment Bank - Malaysia
- Georgia Ports Authority, United States
- Samtan Co., Ltd - South Korea
- Dalmia Cement Bharat India
- Ind-Barath Power Infra Limited - India
- Intertek Mineral Services - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Price Waterhouse Coopers - Russia
- Energy Development Corp, Philippines
- Coal and Oil Company - UAE
- Africa Commodities Group - South Africa
- Ceylon Electricity Board - Sri Lanka
- Attock Cement Pakistan Limited
- Mercuria Energy - Indonesia
- Minerals Council of Australia
- International Coal Ventures Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- Bangladesh Power Developement Board
- Madhucon Powers Ltd - India
- Ministry of Finance - Indonesia
- Chamber of Mines of South Africa
- Holcim Trading Pte Ltd - Singapore
- PNOC Exploration Corporation - Philippines
- AsiaOL BioFuels Corp., Philippines
- Ministry of Mines - Canada
- Karbindo Abesyapradhi - Indoneisa
- Krishnapatnam Port Company Ltd. - India
- Pipit Mutiara Jaya. PT, Indonesia
- Toyota Tsusho Corporation, Japan
- Kaltim Prima Coal - Indonesia
- The Treasury - Australian Government
- Semirara Mining and Power Corporation, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bukit Baiduri Energy - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Bukit Asam (Persero) Tbk - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ambuja Cements Ltd - India
- Grasim Industreis Ltd - India
- Indonesian Coal Mining Association
- OPG Power Generation Pvt Ltd - India
- Indika Energy - Indonesia
- Aboitiz Power Corporation - Philippines
- Aditya Birla Group - India
- Trasteel International SA, Italy
- Indian Oil Corporation Limited
- Romanian Commodities Exchange
- European Bulk Services B.V. - Netherlands
- Parliament of New Zealand
- Jaiprakash Power Ventures ltd
- Sical Logistics Limited - India
- Star Paper Mills Limited - India
- Gujarat Mineral Development Corp Ltd - India
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