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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, 24 February 17
US WEEKLY COAL OUTPUT ESTIMATED AT 16.8 MMST - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16.8 million short ton ...
Thursday, 23 February 17
ULTRA SUPRAMAX: INDONESIA TO INDIA IS GETTING AROUND $10-11K BASIS SINGAPORE DELIVERY
Supramax
The week started off quietly in the Atlantic with more activity in the Pacific basin.
According to Fearnleys weekly report, frontha ...
Wednesday, 22 February 17
TANKER MARKET INSIGHT - KATERINA RESTIS
In 2016 a session of the IMO committee in London, set the new prerequisites effective from January 2020, which will necessitate global Sulphur cont ...
Tuesday, 21 February 17
INDIA'S JANUARY COAL IMPORTS DECLINE 21.7 PERCENT YEAR -ON-YEAR TO 14.31 MT - PTI
Coal imports declined by 21.7 per cent to 14.31 million tonnes in January as the power utilities did not lift much fuel due to abundant stock avail ...
Tuesday, 21 February 17
CHINESE EXPORTS SHOWED A YEAR-ON-YEAR RISE FOR THE FIRST TIME IN TEN MONTHS; S. KOREA'S EXPORTS UP FOR PAST THREE MONTHS IN A ROW - GEORGE LAZARIDIS
We have started to some sparks of life in the commodities markets these past weeks, with prices having shown a strong push during the past couple o ...
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- Mercuria Energy - Indonesia
- Lanco Infratech Ltd - India
- Electricity Authority, New Zealand
- Independent Power Producers Association of India
- Kobexindo Tractors - Indoneisa
- Kepco SPC Power Corporation, Philippines
- MS Steel International - UAE
- Xindia Steels Limited - India
- Rio Tinto Coal - Australia
- Eastern Coal Council - USA
- Agrawal Coal Company - India
- ICICI Bank Limited - India
- Marubeni Corporation - India
- Tamil Nadu electricity Board
- Ambuja Cements Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- San Jose City I Power Corp, Philippines
- Samtan Co., Ltd - South Korea
- Miang Besar Coal Terminal - Indonesia
- Sakthi Sugars Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Medco Energi Mining Internasional
- Ministry of Mines - Canada
- Sree Jayajothi Cements Limited - India
- Economic Council, Georgia
- Savvy Resources Ltd - HongKong
- Bhoruka Overseas - Indonesia
- Vedanta Resources Plc - India
- Asmin Koalindo Tuhup - Indonesia
- Maheswari Brothers Coal Limited - India
- Indogreen Group - Indonesia
- Meenaskhi Energy Private Limited - India
- Ministry of Finance - Indonesia
- Uttam Galva Steels Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Mjunction Services Limited - India
- SMG Consultants - Indonesia
- Star Paper Mills Limited - India
- TeaM Sual Corporation - Philippines
- Madhucon Powers Ltd - India
- CIMB Investment Bank - Malaysia
- Kalimantan Lumbung Energi - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Tata Chemicals Ltd - India
- Minerals Council of Australia
- Videocon Industries ltd - India
- PNOC Exploration Corporation - Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Jindal Steel & Power Ltd - India
- Merrill Lynch Commodities Europe
- Energy Development Corp, Philippines
- Aditya Birla Group - India
- Kaltim Prima Coal - Indonesia
- Trasteel International SA, Italy
- Deloitte Consulting - India
- Indian Oil Corporation Limited
- Kartika Selabumi Mining - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Wood Mackenzie - Singapore
- Semirara Mining and Power Corporation, Philippines
- Antam Resourcindo - Indonesia
- Mercator Lines Limited - India
- International Coal Ventures Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Indika Energy - Indonesia
- Directorate Of Revenue Intelligence - India
- Gujarat Electricity Regulatory Commission - India
- Manunggal Multi Energi - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Bangladesh Power Developement Board
- Vijayanagar Sugar Pvt Ltd - India
- Metalloyd Limited - United Kingdom
- Kohat Cement Company Ltd. - Pakistan
- The University of Queensland
- PowerSource Philippines DevCo
- European Bulk Services B.V. - Netherlands
- Timah Investasi Mineral - Indoneisa
- Straits Asia Resources Limited - Singapore
- Kumho Petrochemical, South Korea
- GAC Shipping (India) Pvt Ltd
- Iligan Light & Power Inc, Philippines
- South Luzon Thermal Energy Corporation
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Posco Energy - South Korea
- Aboitiz Power Corporation - Philippines
- SN Aboitiz Power Inc, Philippines
- Wilmar Investment Holdings
- Global Business Power Corporation, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Sarangani Energy Corporation, Philippines
- Bulk Trading Sa - Switzerland
- Karaikal Port Pvt Ltd - India
- Electricity Generating Authority of Thailand
- India Bulls Power Limited - India
- Banpu Public Company Limited - Thailand
- Riau Bara Harum - Indonesia
- Salva Resources Pvt Ltd - India
- Sindya Power Generating Company Private Ltd
- Goldman Sachs - Singapore
- Sical Logistics Limited - India
- Barasentosa Lestari - Indonesia
- Thiess Contractors Indonesia
- London Commodity Brokers - England
- IHS Mccloskey Coal Group - USA
- Binh Thuan Hamico - Vietnam
- Latin American Coal - Colombia
- Power Finance Corporation Ltd., India
- Jaiprakash Power Ventures ltd
- Energy Link Ltd, New Zealand
- White Energy Company Limited
- McConnell Dowell - Australia
- Siam City Cement - Thailand
- Maharashtra Electricity Regulatory Commission - India
- Krishnapatnam Port Company Ltd. - India
- Grasim Industreis Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Indonesian Coal Mining Association
- Australian Commodity Traders Exchange
- Siam City Cement PLC, Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Standard Chartered Bank - UAE
- Price Waterhouse Coopers - Russia
- Orica Mining Services - Indonesia
- Indian Energy Exchange, India
- Carbofer General Trading SA - India
- Anglo American - United Kingdom
- Formosa Plastics Group - Taiwan
- Intertek Mineral Services - Indonesia
- Georgia Ports Authority, United States
- Indo Tambangraya Megah - Indonesia
- Vizag Seaport Private Limited - India
- The State Trading Corporation of India Ltd
- Coastal Gujarat Power Limited - India
- Meralco Power Generation, Philippines
- Alfred C Toepfer International GmbH - Germany
- New Zealand Coal & Carbon
- Kapuas Tunggal Persada - Indonesia
- Dalmia Cement Bharat India
- Port Waratah Coal Services - Australia
- VISA Power Limited - India
- Edison Trading Spa - Italy
- Therma Luzon, Inc, Philippines
- Bhatia International Limited - India
- Globalindo Alam Lestari - Indonesia
- Renaissance Capital - South Africa
- OPG Power Generation Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Singapore Mercantile Exchange
- Simpson Spence & Young - Indonesia
- Central Electricity Authority - India
- Global Coal Blending Company Limited - Australia
- GN Power Mariveles Coal Plant, Philippines
- Semirara Mining Corp, Philippines
- Coalindo Energy - Indonesia
- Bharathi Cement Corporation - India
- PTC India Limited - India
- Bhushan Steel Limited - India
- Planning Commission, India
- Borneo Indobara - Indonesia
- Chettinad Cement Corporation Ltd - India
- Kideco Jaya Agung - Indonesia
- Parliament of New Zealand
- Ind-Barath Power Infra Limited - India
- Mintek Dendrill Indonesia
- Global Green Power PLC Corporation, Philippines
- Africa Commodities Group - South Africa
- Eastern Energy - Thailand
- Thai Mozambique Logistica
- Pipit Mutiara Jaya. PT, Indonesia
- LBH Netherlands Bv - Netherlands
- The Treasury - Australian Government
- Attock Cement Pakistan Limited
- ASAPP Information Group - India
- Orica Australia Pty. Ltd.
- Bukit Baiduri Energy - Indonesia
- Romanian Commodities Exchange
- Sojitz Corporation - Japan
- Gujarat Sidhee Cement - India
- Bukit Makmur.PT - Indonesia
- Cement Manufacturers Association - India
- GMR Energy Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Interocean Group of Companies - India
- Essar Steel Hazira Ltd - India
- CNBM International Corporation - China
- Oldendorff Carriers - Singapore
- Bank of Tokyo Mitsubishi UFJ Ltd
- Petron Corporation, Philippines
- Altura Mining Limited, Indonesia
- Australian Coal Association
- Makarim & Taira - Indonesia
- Chamber of Mines of South Africa
- Baramulti Group, Indonesia
- Holcim Trading Pte Ltd - Singapore
- Malabar Cements Ltd - India
- Rashtriya Ispat Nigam Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Bayan Resources Tbk. - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Toyota Tsusho Corporation, Japan
- GVK Power & Infra Limited - India
- Leighton Contractors Pty Ltd - Australia
- Commonwealth Bank - Australia
- PetroVietnam Power Coal Import and Supply Company
- SMC Global Power, Philippines
- Central Java Power - Indonesia
- Larsen & Toubro Limited - India
- Parry Sugars Refinery, India
- Ministry of Transport, Egypt
- Coal and Oil Company - UAE
- Heidelberg Cement - Germany
- Billiton Holdings Pty Ltd - Australia
- AsiaOL BioFuels Corp., Philippines
- Pendopo Energi Batubara - Indonesia
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