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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, 15 March 17
SHIPPING MARKET INSIGHT - GEORGE PANAGOPOULOS
Over the past two weeks, the Dry Baltic Index has been on an upward trend, breaking the 1000 point mark and creating a positive sentiment for the u ...
Tuesday, 14 March 17
ORDERBOOK-TO-FEET RATIO DECREASING; THE FREIGHT MARKET IMPROVING
It seems as though the renewed optimism that has arisen from the recent upward trends being noted in the freight market, the dry bulk market has be ...
Monday, 13 March 17
PORT OF NEWCASTLE HAS SHIPPED 11.563 MILLION TONS COAL IN FEBRUARY 2017; DECLINED 12.19 PERCENT M/M
COALspot.com: The Port of Newcastle, Australia’s major trading ports and the world’s largest coal export ports has shipped $AU 1,4 ...
Monday, 13 March 17
INDO - INDIA COAL FREIGHT RATES STAY FIRM
COALspot.com: The Freight market was continuing to firming up.
The Baltic Exchange, tracking rates for ships carrying dry bulk commodities ros ...
Friday, 10 March 17
ESTIMATED U.S. COAL PRODUCTION ALMOST FLAT WEEK ENDED MARCH 4, SAYS EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 15.7 million short ton ...
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- Toyota Tsusho Corporation, Japan
- SMG Consultants - Indonesia
- SMC Global Power, Philippines
- MS Steel International - UAE
- Samtan Co., Ltd - South Korea
- Asmin Koalindo Tuhup - Indonesia
- Attock Cement Pakistan Limited
- Orica Mining Services - Indonesia
- Simpson Spence & Young - Indonesia
- Antam Resourcindo - Indonesia
- Renaissance Capital - South Africa
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Australian Commodity Traders Exchange
- Sindya Power Generating Company Private Ltd
- Formosa Plastics Group - Taiwan
- Barasentosa Lestari - Indonesia
- Lanco Infratech Ltd - India
- Ambuja Cements Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Agrawal Coal Company - India
- Indika Energy - Indonesia
- Manunggal Multi Energi - Indonesia
- Jaiprakash Power Ventures ltd
- New Zealand Coal & Carbon
- Offshore Bulk Terminal Pte Ltd, Singapore
- Trasteel International SA, Italy
- Energy Development Corp, Philippines
- Parliament of New Zealand
- AsiaOL BioFuels Corp., Philippines
- Edison Trading Spa - Italy
- Makarim & Taira - Indonesia
- Kaltim Prima Coal - Indonesia
- Banpu Public Company Limited - Thailand
- Kobexindo Tractors - Indoneisa
- Maheswari Brothers Coal Limited - India
- The Treasury - Australian Government
- Mintek Dendrill Indonesia
- Singapore Mercantile Exchange
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Global Coal Blending Company Limited - Australia
- Coalindo Energy - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Krishnapatnam Port Company Ltd. - India
- PowerSource Philippines DevCo
- Bangladesh Power Developement Board
- Eastern Coal Council - USA
- International Coal Ventures Pvt Ltd - India
- Essar Steel Hazira Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Cement Manufacturers Association - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Standard Chartered Bank - UAE
- Planning Commission, India
- The University of Queensland
- Power Finance Corporation Ltd., India
- Bahari Cakrawala Sebuku - Indonesia
- Siam City Cement PLC, Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bukit Makmur.PT - Indonesia
- Therma Luzon, Inc, Philippines
- Meralco Power Generation, Philippines
- Bharathi Cement Corporation - India
- Vizag Seaport Private Limited - India
- Energy Link Ltd, New Zealand
- Straits Asia Resources Limited - Singapore
- Malabar Cements Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Mercator Lines Limited - India
- Ministry of Mines - Canada
- Karaikal Port Pvt Ltd - India
- GVK Power & Infra Limited - India
- Siam City Cement - Thailand
- Posco Energy - South Korea
- Dalmia Cement Bharat India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Larsen & Toubro Limited - India
- Independent Power Producers Association of India
- Karbindo Abesyapradhi - Indoneisa
- Ceylon Electricity Board - Sri Lanka
- Eastern Energy - Thailand
- Tamil Nadu electricity Board
- Semirara Mining and Power Corporation, Philippines
- Videocon Industries ltd - India
- Indonesian Coal Mining Association
- Kohat Cement Company Ltd. - Pakistan
- CNBM International Corporation - China
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Gujarat Mineral Development Corp Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Indogreen Group - Indonesia
- Sical Logistics Limited - India
- Alfred C Toepfer International GmbH - Germany
- ICICI Bank Limited - India
- IEA Clean Coal Centre - UK
- Directorate General of MIneral and Coal - Indonesia
- Jindal Steel & Power Ltd - India
- Minerals Council of Australia
- Central Electricity Authority - India
- Rio Tinto Coal - Australia
- Sinarmas Energy and Mining - Indonesia
- Timah Investasi Mineral - Indoneisa
- GN Power Mariveles Coal Plant, Philippines
- London Commodity Brokers - England
- Deloitte Consulting - India
- Sakthi Sugars Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Ministry of Transport, Egypt
- Petron Corporation, Philippines
- San Jose City I Power Corp, Philippines
- Chettinad Cement Corporation Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Sree Jayajothi Cements Limited - India
- Orica Australia Pty. Ltd.
- Interocean Group of Companies - India
- Romanian Commodities Exchange
- Neyveli Lignite Corporation Ltd, - India
- Jorong Barutama Greston.PT - Indonesia
- Global Business Power Corporation, Philippines
- Intertek Mineral Services - Indonesia
- LBH Netherlands Bv - Netherlands
- Heidelberg Cement - Germany
- Coal and Oil Company - UAE
- PNOC Exploration Corporation - Philippines
- Merrill Lynch Commodities Europe
- Billiton Holdings Pty Ltd - Australia
- McConnell Dowell - Australia
- Iligan Light & Power Inc, Philippines
- Ind-Barath Power Infra Limited - India
- Medco Energi Mining Internasional
- CIMB Investment Bank - Malaysia
- Thiess Contractors Indonesia
- TeaM Sual Corporation - Philippines
- Aboitiz Power Corporation - Philippines
- SN Aboitiz Power Inc, Philippines
- Globalindo Alam Lestari - Indonesia
- Georgia Ports Authority, United States
- Madhucon Powers Ltd - India
- Kepco SPC Power Corporation, Philippines
- VISA Power Limited - India
- Pendopo Energi Batubara - Indonesia
- Parry Sugars Refinery, India
- Kalimantan Lumbung Energi - Indonesia
- Electricity Generating Authority of Thailand
- Mercuria Energy - Indonesia
- Anglo American - United Kingdom
- Commonwealth Bank - Australia
- Indian Energy Exchange, India
- Maharashtra Electricity Regulatory Commission - India
- Indo Tambangraya Megah - Indonesia
- ASAPP Information Group - India
- GAC Shipping (India) Pvt Ltd
- IHS Mccloskey Coal Group - USA
- Bhoruka Overseas - Indonesia
- Riau Bara Harum - Indonesia
- Salva Resources Pvt Ltd - India
- Grasim Industreis Ltd - India
- Metalloyd Limited - United Kingdom
- Vedanta Resources Plc - India
- Global Green Power PLC Corporation, Philippines
- Chamber of Mines of South Africa
- Kapuas Tunggal Persada - Indonesia
- Binh Thuan Hamico - Vietnam
- Goldman Sachs - Singapore
- Gujarat Sidhee Cement - India
- Uttam Galva Steels Limited - India
- Africa Commodities Group - South Africa
- Meenaskhi Energy Private Limited - India
- OPG Power Generation Pvt Ltd - India
- Altura Mining Limited, Indonesia
- Star Paper Mills Limited - India
- Bukit Baiduri Energy - Indonesia
- Ministry of Finance - Indonesia
- Thai Mozambique Logistica
- Sarangani Energy Corporation, Philippines
- Oldendorff Carriers - Singapore
- Leighton Contractors Pty Ltd - Australia
- Baramulti Group, Indonesia
- Sojitz Corporation - Japan
- Central Java Power - Indonesia
- Kartika Selabumi Mining - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- PTC India Limited - India
- Miang Besar Coal Terminal - Indonesia
- Latin American Coal - Colombia
- Gujarat Electricity Regulatory Commission - India
- Semirara Mining Corp, Philippines
- White Energy Company Limited
- Tata Chemicals Ltd - India
- Xindia Steels Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Wood Mackenzie - Singapore
- Bulk Trading Sa - Switzerland
- Bayan Resources Tbk. - Indonesia
- Savvy Resources Ltd - HongKong
- Kideco Jaya Agung - Indonesia
- Bhushan Steel Limited - India
- Borneo Indobara - Indonesia
- South Luzon Thermal Energy Corporation
- Wilmar Investment Holdings
- The State Trading Corporation of India Ltd
- Bhatia International Limited - India
- Carbofer General Trading SA - India
- Coastal Gujarat Power Limited - India
- Marubeni Corporation - India
- GMR Energy Limited - India
- Price Waterhouse Coopers - Russia
- Port Waratah Coal Services - Australia
- Economic Council, Georgia
- India Bulls Power Limited - India
- Australian Coal Association
- Kumho Petrochemical, South Korea
- Indian Oil Corporation Limited
- Directorate Of Revenue Intelligence - India
- Aditya Birla Group - India
- Electricity Authority, New Zealand
- European Bulk Services B.V. - Netherlands
- Mjunction Services Limited - India
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