We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Tuesday, 21 March 17
JAPAN'S RENEWED COMMITMENT TO COAL - BENJAMIN SPORTON
Japan is one of the largest economies in the world, and has long been a major consumer and importer of energy and a leader in energy technology dev ...
Monday, 20 March 17
IS THE DRY BULK INDUSTRY STILL ON TRACK FOR PROFITABILITY IN 2019? - PETER SAND
The industry remains well on target for profitable freight rates in 2019! This relies however, on the projected fleet supply growth rate of 0% in 2 ...
Friday, 17 March 17
U.S WEEKLY COAL OUTPUT VOLUME SLIDES 6.5 PERCENT WEEK OVER WEEK - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 14.7 million short ton ...
Thursday, 16 March 17
CHINA IMPOSING TOUGHER CONTROLS ON LOW-QUALITY COAL IMPORTS
China is ramping up controls on imports of low-quality coal due to concerns about smog and overcapacity in the world’s top coal consumer, a g ...
Thursday, 16 March 17
CAPESIZE: SHOWING STRENGTH; PANAMAX: VERY QUIET - FEARNLEYS
Supramax
The Atlantic market faced less activity from the USG whereas at the Cont tonnage seemed to tighten up with more cargoes emerging. Despit ...
|
|
|
Showing 2096 to 2100 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Singapore Mercantile Exchange
- Power Finance Corporation Ltd., India
- Bharathi Cement Corporation - India
- Xindia Steels Limited - India
- Indian Energy Exchange, India
- Videocon Industries ltd - India
- Interocean Group of Companies - India
- Wood Mackenzie - Singapore
- Sinarmas Energy and Mining - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Price Waterhouse Coopers - Russia
- Australian Coal Association
- London Commodity Brokers - England
- AsiaOL BioFuels Corp., Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- SMC Global Power, Philippines
- Eastern Coal Council - USA
- GMR Energy Limited - India
- Siam City Cement - Thailand
- White Energy Company Limited
- Orica Australia Pty. Ltd.
- Maharashtra Electricity Regulatory Commission - India
- Oldendorff Carriers - Singapore
- Indo Tambangraya Megah - Indonesia
- Siam City Cement PLC, Thailand
- Jorong Barutama Greston.PT - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Petron Corporation, Philippines
- LBH Netherlands Bv - Netherlands
- Savvy Resources Ltd - HongKong
- VISA Power Limited - India
- Barasentosa Lestari - Indonesia
- Agrawal Coal Company - India
- Aboitiz Power Corporation - Philippines
- Holcim Trading Pte Ltd - Singapore
- CIMB Investment Bank - Malaysia
- Banpu Public Company Limited - Thailand
- Aditya Birla Group - India
- The State Trading Corporation of India Ltd
- Binh Thuan Hamico - Vietnam
- Bayan Resources Tbk. - Indonesia
- Bukit Makmur.PT - Indonesia
- Formosa Plastics Group - Taiwan
- Merrill Lynch Commodities Europe
- Minerals Council of Australia
- Cement Manufacturers Association - India
- Lanco Infratech Ltd - India
- Kepco SPC Power Corporation, Philippines
- ICICI Bank Limited - India
- The University of Queensland
- Chamber of Mines of South Africa
- Mercator Lines Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- Kideco Jaya Agung - Indonesia
- Goldman Sachs - Singapore
- Leighton Contractors Pty Ltd - Australia
- Riau Bara Harum - Indonesia
- South Luzon Thermal Energy Corporation
- Toyota Tsusho Corporation, Japan
- Gujarat Sidhee Cement - India
- Billiton Holdings Pty Ltd - Australia
- Star Paper Mills Limited - India
- Pendopo Energi Batubara - Indonesia
- Mjunction Services Limited - India
- Carbofer General Trading SA - India
- Sical Logistics Limited - India
- Gujarat Electricity Regulatory Commission - India
- Jindal Steel & Power Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Central Electricity Authority - India
- New Zealand Coal & Carbon
- Kapuas Tunggal Persada - Indonesia
- Karaikal Port Pvt Ltd - India
- Global Business Power Corporation, Philippines
- Makarim & Taira - Indonesia
- Indonesian Coal Mining Association
- Uttam Galva Steels Limited - India
- Medco Energi Mining Internasional
- Indika Energy - Indonesia
- Edison Trading Spa - Italy
- Coastal Gujarat Power Limited - India
- McConnell Dowell - Australia
- Energy Link Ltd, New Zealand
- Anglo American - United Kingdom
- Marubeni Corporation - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Bhoruka Overseas - Indonesia
- Coal and Oil Company - UAE
- Petrochimia International Co. Ltd.- Taiwan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Ministry of Mines - Canada
- Tamil Nadu electricity Board
- Madhucon Powers Ltd - India
- Directorate Of Revenue Intelligence - India
- Rio Tinto Coal - Australia
- GN Power Mariveles Coal Plant, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- India Bulls Power Limited - India
- Bhatia International Limited - India
- Deloitte Consulting - India
- Ministry of Finance - Indonesia
- San Jose City I Power Corp, Philippines
- PTC India Limited - India
- GVK Power & Infra Limited - India
- Wilmar Investment Holdings
- Simpson Spence & Young - Indonesia
- Port Waratah Coal Services - Australia
- Romanian Commodities Exchange
- ASAPP Information Group - India
- Alfred C Toepfer International GmbH - Germany
- Sree Jayajothi Cements Limited - India
- Semirara Mining and Power Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- IEA Clean Coal Centre - UK
- Cigading International Bulk Terminal - Indonesia
- Heidelberg Cement - Germany
- Chettinad Cement Corporation Ltd - India
- Meralco Power Generation, Philippines
- Coalindo Energy - Indonesia
- Kartika Selabumi Mining - Indonesia
- GAC Shipping (India) Pvt Ltd
- Vizag Seaport Private Limited - India
- Attock Cement Pakistan Limited
- Antam Resourcindo - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Vedanta Resources Plc - India
- Meenaskhi Energy Private Limited - India
- Mintek Dendrill Indonesia
- MS Steel International - UAE
- TeaM Sual Corporation - Philippines
- Posco Energy - South Korea
- Borneo Indobara - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- European Bulk Services B.V. - Netherlands
- Samtan Co., Ltd - South Korea
- Orica Mining Services - Indonesia
- Krishnapatnam Port Company Ltd. - India
- SMG Consultants - Indonesia
- Planning Commission, India
- Maheswari Brothers Coal Limited - India
- Grasim Industreis Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Directorate General of MIneral and Coal - Indonesia
- Energy Development Corp, Philippines
- CNBM International Corporation - China
- Therma Luzon, Inc, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Bukit Baiduri Energy - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- TNB Fuel Sdn Bhd - Malaysia
- Altura Mining Limited, Indonesia
- Larsen & Toubro Limited - India
- Kumho Petrochemical, South Korea
- Tata Chemicals Ltd - India
- Jaiprakash Power Ventures ltd
- Rashtriya Ispat Nigam Limited - India
- Essar Steel Hazira Ltd - India
- Straits Asia Resources Limited - Singapore
- Thai Mozambique Logistica
- Manunggal Multi Energi - Indonesia
- Baramulti Group, Indonesia
- Globalindo Alam Lestari - Indonesia
- Central Java Power - Indonesia
- Global Coal Blending Company Limited - Australia
- Sojitz Corporation - Japan
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kaltim Prima Coal - Indonesia
- The Treasury - Australian Government
- Dalmia Cement Bharat India
- Malabar Cements Ltd - India
- Bhushan Steel Limited - India
- OPG Power Generation Pvt Ltd - India
- Georgia Ports Authority, United States
- Ind-Barath Power Infra Limited - India
- Latin American Coal - Colombia
- Parry Sugars Refinery, India
- Kobexindo Tractors - Indoneisa
- Semirara Mining Corp, Philippines
- Global Green Power PLC Corporation, Philippines
- SN Aboitiz Power Inc, Philippines
- Indogreen Group - Indonesia
- Sarangani Energy Corporation, Philippines
- Sakthi Sugars Limited - India
- Ministry of Transport, Egypt
- Iligan Light & Power Inc, Philippines
- Timah Investasi Mineral - Indoneisa
- Sindya Power Generating Company Private Ltd
- Electricity Authority, New Zealand
- Thiess Contractors Indonesia
- Electricity Generating Authority of Thailand
- Australian Commodity Traders Exchange
- PNOC Exploration Corporation - Philippines
- Neyveli Lignite Corporation Ltd, - India
- Bulk Trading Sa - Switzerland
- PowerSource Philippines DevCo
- Eastern Energy - Thailand
- Intertek Mineral Services - Indonesia
- IHS Mccloskey Coal Group - USA
- Africa Commodities Group - South Africa
- Offshore Bulk Terminal Pte Ltd, Singapore
- Commonwealth Bank - Australia
- Independent Power Producers Association of India
- Parliament of New Zealand
- Standard Chartered Bank - UAE
- Ambuja Cements Ltd - India
- Metalloyd Limited - United Kingdom
- Indian Oil Corporation Limited
- Economic Council, Georgia
- Renaissance Capital - South Africa
- Ceylon Electricity Board - Sri Lanka
- Trasteel International SA, Italy
- International Coal Ventures Pvt Ltd - India
- Bangladesh Power Developement Board
- Salva Resources Pvt Ltd - India
- Mercuria Energy - Indonesia
|
| |
| |
|
