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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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Friday, 10 March 17
THE 5TH PHILIPPINES POWER AND ELECTRICITY WEEK RETURNS WITH A UNIQUE FOCUS IN 2017
5th Annual Philippines Power & Electricity
18-21 July 2017
Solaire Resort & Casino,Manila, Philippines
http://www.philippinespowe ...
Thursday, 09 March 17
INDONESIAN COAL BENCHMARK PRICE DROPPED FOR A THIRD STRAIGHT MONTH IN MARCH, GOVERNMENT DATA SHOWED
COALspot.com: Indonesian government declared coal benchmark price dropped for a fourth straight month in March, government data showed. The ...
Wednesday, 08 March 17
THE FREIGHT MARKET TODAY PROVIDES MUCH MORE CONFIDENCE COMPARED TO LAST YEAR - TIMOS PAPADIMITRIOU
So what's all the fuss about? During the past five months SnP activity has being surging exponentially in the dry bulk sector. Buyers are looki ...
Monday, 06 March 17
THE FREIGHT MARKET WAS CONTINUING TO FIRM UP THIS PAST WEEK
COALspot.com: The Freight market was continuing to firm up this past week.
The Baltic Exchange, tracking rates for ships carrying dry bulk com ...
Friday, 03 March 17
U.S. WEEKLY COAL PRODUCTION ESTIMATED AT 15.7 MMST; DECLINE 6.7% W/W - 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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- Independent Power Producers Association of India
- Merrill Lynch Commodities Europe
- Directorate Of Revenue Intelligence - India
- Planning Commission, India
- Global Coal Blending Company Limited - Australia
- Africa Commodities Group - South Africa
- ASAPP Information Group - India
- South Luzon Thermal Energy Corporation
- PowerSource Philippines DevCo
- Indonesian Coal Mining Association
- Bahari Cakrawala Sebuku - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Siam City Cement - Thailand
- Eastern Coal Council - USA
- Sakthi Sugars Limited - India
- Antam Resourcindo - Indonesia
- Baramulti Group, Indonesia
- Wood Mackenzie - Singapore
- Bhoruka Overseas - Indonesia
- Price Waterhouse Coopers - Russia
- Interocean Group of Companies - India
- Sindya Power Generating Company Private Ltd
- Central Electricity Authority - India
- Indogreen Group - Indonesia
- Chamber of Mines of South Africa
- GMR Energy Limited - India
- Standard Chartered Bank - UAE
- Semirara Mining and Power Corporation, Philippines
- GVK Power & Infra Limited - India
- Energy Development Corp, Philippines
- Sinarmas Energy and Mining - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Australian Coal Association
- Global Business Power Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- Kohat Cement Company Ltd. - Pakistan
- Tata Chemicals Ltd - India
- Commonwealth Bank - Australia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Global Green Power PLC Corporation, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- The Treasury - Australian Government
- Kaltim Prima Coal - Indonesia
- Bukit Makmur.PT - Indonesia
- Semirara Mining Corp, Philippines
- Carbofer General Trading SA - India
- Petron Corporation, Philippines
- McConnell Dowell - Australia
- Petrochimia International Co. Ltd.- Taiwan
- Karaikal Port Pvt Ltd - India
- Edison Trading Spa - Italy
- Electricity Generating Authority of Thailand
- Savvy Resources Ltd - HongKong
- LBH Netherlands Bv - Netherlands
- Jaiprakash Power Ventures ltd
- Iligan Light & Power Inc, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- Bayan Resources Tbk. - Indonesia
- Barasentosa Lestari - Indonesia
- Straits Asia Resources Limited - Singapore
- Kumho Petrochemical, South Korea
- Asmin Koalindo Tuhup - Indonesia
- Heidelberg Cement - Germany
- Formosa Plastics Group - Taiwan
- Eastern Energy - Thailand
- Alfred C Toepfer International GmbH - Germany
- Renaissance Capital - South Africa
- European Bulk Services B.V. - Netherlands
- AsiaOL BioFuels Corp., Philippines
- Krishnapatnam Port Company Ltd. - India
- Indika Energy - Indonesia
- White Energy Company Limited
- Rashtriya Ispat Nigam Limited - India
- Cigading International Bulk Terminal - Indonesia
- Vedanta Resources Plc - India
- Neyveli Lignite Corporation Ltd, - India
- Indo Tambangraya Megah - Indonesia
- Sical Logistics Limited - India
- Jindal Steel & Power Ltd - India
- Grasim Industreis Ltd - India
- Wilmar Investment Holdings
- International Coal Ventures Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Ambuja Cements Ltd - India
- Electricity Authority, New Zealand
- CNBM International Corporation - China
- Jorong Barutama Greston.PT - Indonesia
- Parry Sugars Refinery, India
- PTC India Limited - India
- Binh Thuan Hamico - Vietnam
- Cement Manufacturers Association - India
- Meralco Power Generation, Philippines
- Intertek Mineral Services - Indonesia
- Xindia Steels Limited - India
- Indian Energy Exchange, India
- Vijayanagar Sugar Pvt Ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Coastal Gujarat Power Limited - India
- Anglo American - United Kingdom
- Orica Mining Services - Indonesia
- Energy Link Ltd, New Zealand
- Goldman Sachs - Singapore
- Agrawal Coal Company - India
- The State Trading Corporation of India Ltd
- Bhatia International Limited - India
- Marubeni Corporation - India
- Medco Energi Mining Internasional
- London Commodity Brokers - England
- Madhucon Powers Ltd - India
- Sree Jayajothi Cements Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
- MS Steel International - UAE
- Lanco Infratech Ltd - India
- Sojitz Corporation - Japan
- Kartika Selabumi Mining - Indonesia
- Maheswari Brothers Coal Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Singapore Mercantile Exchange
- Mintek Dendrill Indonesia
- Samtan Co., Ltd - South Korea
- Uttam Galva Steels Limited - India
- Aditya Birla Group - India
- Indian Oil Corporation Limited
- Power Finance Corporation Ltd., India
- Simpson Spence & Young - Indonesia
- Kideco Jaya Agung - Indonesia
- Economic Council, Georgia
- CIMB Investment Bank - Malaysia
- Essar Steel Hazira Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- PNOC Exploration Corporation - Philippines
- Sarangani Energy Corporation, Philippines
- SMC Global Power, Philippines
- TeaM Sual Corporation - Philippines
- Pendopo Energi Batubara - Indonesia
- Rio Tinto Coal - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Malabar Cements Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- Thiess Contractors Indonesia
- Makarim & Taira - Indonesia
- OPG Power Generation Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Vizag Seaport Private Limited - India
- The University of Queensland
- Chettinad Cement Corporation Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Romanian Commodities Exchange
- GAC Shipping (India) Pvt Ltd
- Banpu Public Company Limited - Thailand
- Georgia Ports Authority, United States
- VISA Power Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Riau Bara Harum - Indonesia
- San Jose City I Power Corp, Philippines
- Mercuria Energy - Indonesia
- Globalindo Alam Lestari - Indonesia
- Latin American Coal - Colombia
- Timah Investasi Mineral - Indoneisa
- Metalloyd Limited - United Kingdom
- Attock Cement Pakistan Limited
- Offshore Bulk Terminal Pte Ltd, Singapore
- Ind-Barath Power Infra Limited - India
- Borneo Indobara - Indonesia
- Ministry of Transport, Egypt
- Thai Mozambique Logistica
- Kapuas Tunggal Persada - Indonesia
- Toyota Tsusho Corporation, Japan
- Trasteel International SA, Italy
- Larsen & Toubro Limited - India
- Deloitte Consulting - India
- Minerals Council of Australia
- Altura Mining Limited, Indonesia
- India Bulls Power Limited - India
- Oldendorff Carriers - Singapore
- Bharathi Cement Corporation - India
- Gujarat Sidhee Cement - India
- Holcim Trading Pte Ltd - Singapore
- New Zealand Coal & Carbon
- Siam City Cement PLC, Thailand
- Leighton Contractors Pty Ltd - Australia
- Orica Australia Pty. Ltd.
- Posco Energy - South Korea
- Karbindo Abesyapradhi - Indoneisa
- Mercator Lines Limited - India
- Ministry of Finance - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Australian Commodity Traders Exchange
- SN Aboitiz Power Inc, Philippines
- Tamil Nadu electricity Board
- Dalmia Cement Bharat India
- SMG Consultants - Indonesia
- Bhushan Steel Limited - India
- Coal and Oil Company - UAE
- Meenaskhi Energy Private Limited - India
- Ministry of Mines - Canada
- Kepco SPC Power Corporation, Philippines
- Central Java Power - Indonesia
- Aboitiz Power Corporation - Philippines
- Bukit Baiduri Energy - Indonesia
- Star Paper Mills Limited - India
- Videocon Industries ltd - India
- Mjunction Services Limited - India
- IEA Clean Coal Centre - UK
- Miang Besar Coal Terminal - Indonesia
- Parliament of New Zealand
- Gujarat Electricity Regulatory Commission - India
- Therma Luzon, Inc, Philippines
- Coalindo Energy - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Bangladesh Power Developement Board
- ICICI Bank Limited - India
- IHS Mccloskey Coal Group - USA
- Bulk Trading Sa - Switzerland
- Port Waratah Coal Services - Australia
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