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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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Tuesday, 21 February 17
CHINA SUSPENDS COAL IMPORTS FROM NORTH KOREA FROM 19 FEB
COALspot.com: China is suspended coal imports from North Korea until December 2017. China says it will suspend all imports of coal from North Korea ...
Monday, 20 February 17
OCEAN FREIGHT RATES SLIGHTLY UP WEEK OVER WEEK
COALspot.com: The Freight market was firmed up this past week. The Panamax segment was declined for the week ending 17 February 2017.
The Balt ...
Friday, 17 February 17
U.S. COAL PRODUCTION SLIPS SLIGHTLY WEEK OVER WEEK, SAYS EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16.5 million sh ...
Thursday, 16 February 17
CAPE MARKET HAVE EXPERIENCED A STRONG DOWNTURN - FEARNLEYS
Supramax
Market has shifted sides from Atlantic to Pacific, where Atlantic is now lagging behind with little action and sliding indices, notably ...
Thursday, 16 February 17
IF I PLAN TO UNDERTAKE A CHARTERPARTY WITH AN UNFAMILIAR ENTITY, WHAT STEPS CAN I TAKE TO ENSURE THE CHARTERER WILL PAY THEIR HIRE? - SHIPOWNERS' CLUB
KNOWLEDGE TO ELEVATE
Due to the difficult conditions currently existing in the shipping market, particularly in the offshore sector, Members a ...
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- Kaltim Prima Coal - Indonesia
- Electricity Generating Authority of Thailand
- Eastern Energy - Thailand
- Kohat Cement Company Ltd. - Pakistan
- Madhucon Powers Ltd - India
- Coalindo Energy - Indonesia
- Intertek Mineral Services - Indonesia
- Global Business Power Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Georgia Ports Authority, United States
- Global Green Power PLC Corporation, Philippines
- ICICI Bank Limited - India
- Indonesian Coal Mining Association
- Ministry of Finance - Indonesia
- Africa Commodities Group - South Africa
- OPG Power Generation Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Karaikal Port Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- SMC Global Power, Philippines
- Ceylon Electricity Board - Sri Lanka
- Eastern Coal Council - USA
- Simpson Spence & Young - Indonesia
- Directorate Of Revenue Intelligence - India
- Chettinad Cement Corporation Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- SMG Consultants - Indonesia
- SN Aboitiz Power Inc, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Bukit Makmur.PT - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- ASAPP Information Group - India
- CIMB Investment Bank - Malaysia
- Heidelberg Cement - Germany
- Romanian Commodities Exchange
- Uttam Galva Steels Limited - India
- Australian Commodity Traders Exchange
- Maharashtra Electricity Regulatory Commission - India
- Indika Energy - Indonesia
- Economic Council, Georgia
- Asmin Koalindo Tuhup - Indonesia
- Port Waratah Coal Services - Australia
- Sarangani Energy Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- London Commodity Brokers - England
- Barasentosa Lestari - Indonesia
- Mjunction Services Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Semirara Mining Corp, Philippines
- Central Java Power - Indonesia
- Jindal Steel & Power Ltd - India
- Binh Thuan Hamico - Vietnam
- Orica Mining Services - Indonesia
- Altura Mining Limited, Indonesia
- Sindya Power Generating Company Private Ltd
- Central Electricity Authority - India
- Australian Coal Association
- Indo Tambangraya Megah - Indonesia
- Straits Asia Resources Limited - Singapore
- GMR Energy Limited - India
- Mintek Dendrill Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Merrill Lynch Commodities Europe
- Vedanta Resources Plc - India
- Borneo Indobara - Indonesia
- Rio Tinto Coal - Australia
- Formosa Plastics Group - Taiwan
- Kobexindo Tractors - Indoneisa
- Parry Sugars Refinery, India
- Larsen & Toubro Limited - India
- Standard Chartered Bank - UAE
- VISA Power Limited - India
- Bayan Resources Tbk. - Indonesia
- Cigading International Bulk Terminal - Indonesia
- PTC India Limited - India
- Krishnapatnam Port Company Ltd. - India
- Indian Energy Exchange, India
- Sojitz Corporation - Japan
- Aditya Birla Group - India
- Bukit Asam (Persero) Tbk - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Deloitte Consulting - India
- LBH Netherlands Bv - Netherlands
- India Bulls Power Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Agrawal Coal Company - India
- IHS Mccloskey Coal Group - USA
- Timah Investasi Mineral - Indoneisa
- Trasteel International SA, Italy
- McConnell Dowell - Australia
- South Luzon Thermal Energy Corporation
- Mercuria Energy - Indonesia
- Meralco Power Generation, Philippines
- Siam City Cement - Thailand
- Makarim & Taira - Indonesia
- Thiess Contractors Indonesia
- Tata Chemicals Ltd - India
- Singapore Mercantile Exchange
- Independent Power Producers Association of India
- Directorate General of MIneral and Coal - Indonesia
- Indian Oil Corporation Limited
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sakthi Sugars Limited - India
- Star Paper Mills Limited - India
- Essar Steel Hazira Ltd - India
- Global Coal Blending Company Limited - Australia
- Indogreen Group - Indonesia
- San Jose City I Power Corp, Philippines
- TeaM Sual Corporation - Philippines
- Bharathi Cement Corporation - India
- PNOC Exploration Corporation - Philippines
- Sical Logistics Limited - India
- Petron Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- Kartika Selabumi Mining - Indonesia
- Bangladesh Power Developement Board
- Pendopo Energi Batubara - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Ind-Barath Power Infra Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- IEA Clean Coal Centre - UK
- Electricity Authority, New Zealand
- Ambuja Cements Ltd - India
- Wood Mackenzie - Singapore
- Mercator Lines Limited - India
- Salva Resources Pvt Ltd - India
- Attock Cement Pakistan Limited
- The State Trading Corporation of India Ltd
- New Zealand Coal & Carbon
- Latin American Coal - Colombia
- Minerals Council of Australia
- Banpu Public Company Limited - Thailand
- Price Waterhouse Coopers - Russia
- Energy Development Corp, Philippines
- Bukit Baiduri Energy - Indonesia
- Metalloyd Limited - United Kingdom
- Wilmar Investment Holdings
- TNB Fuel Sdn Bhd - Malaysia
- Chamber of Mines of South Africa
- Tamil Nadu electricity Board
- Goldman Sachs - Singapore
- Marubeni Corporation - India
- PowerSource Philippines DevCo
- Therma Luzon, Inc, Philippines
- MS Steel International - UAE
- Toyota Tsusho Corporation, Japan
- Bhushan Steel Limited - India
- Sree Jayajothi Cements Limited - India
- Xindia Steels Limited - India
- Orica Australia Pty. Ltd.
- Riau Bara Harum - Indonesia
- Bhatia International Limited - India
- Siam City Cement PLC, Thailand
- Commonwealth Bank - Australia
- Iligan Light & Power Inc, Philippines
- Lanco Infratech Ltd - India
- Parliament of New Zealand
- Antam Resourcindo - Indonesia
- International Coal Ventures Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Kepco SPC Power Corporation, Philippines
- Cement Manufacturers Association - India
- Malabar Cements Ltd - India
- The Treasury - Australian Government
- Meenaskhi Energy Private Limited - India
- Semirara Mining and Power Corporation, Philippines
- Posco Energy - South Korea
- Coal and Oil Company - UAE
- PetroVietnam Power Coal Import and Supply Company
- Globalindo Alam Lestari - Indonesia
- White Energy Company Limited
- Edison Trading Spa - Italy
- Offshore Bulk Terminal Pte Ltd, Singapore
- Maheswari Brothers Coal Limited - India
- Samtan Co., Ltd - South Korea
- Billiton Holdings Pty Ltd - Australia
- Medco Energi Mining Internasional
- Kideco Jaya Agung - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Coastal Gujarat Power Limited - India
- Carbofer General Trading SA - India
- Dalmia Cement Bharat India
- Ministry of Mines - Canada
- Videocon Industries ltd - India
- Grasim Industreis Ltd - India
- Thai Mozambique Logistica
- Aboitiz Power Corporation - Philippines
- Leighton Contractors Pty Ltd - Australia
- Gujarat Sidhee Cement - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Planning Commission, India
- CNBM International Corporation - China
- Sinarmas Energy and Mining - Indonesia
- GVK Power & Infra Limited - India
- Pipit Mutiara Jaya. PT, Indonesia
- Interocean Group of Companies - India
- Petrochimia International Co. Ltd.- Taiwan
- Oldendorff Carriers - Singapore
- Bulk Trading Sa - Switzerland
- The University of Queensland
- Bhoruka Overseas - Indonesia
- European Bulk Services B.V. - Netherlands
- Savvy Resources Ltd - HongKong
- Energy Link Ltd, New Zealand
- Holcim Trading Pte Ltd - Singapore
- Baramulti Group, Indonesia
- Anglo American - United Kingdom
- GN Power Mariveles Coal Plant, Philippines
- Ministry of Transport, Egypt
- Power Finance Corporation Ltd., India
- Gujarat Electricity Regulatory Commission - India
- AsiaOL BioFuels Corp., Philippines
- Kumho Petrochemical, South Korea
- Vizag Seaport Private Limited - India
- Renaissance Capital - South Africa
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