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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 February 17
SHIPPING MARKET INSIGHT - INTERMODAL
Looking at the state of the Dry Bulk market exactly a year ago, there is no doubt that there is a significant improvement and despite the fact that ...
Tuesday, 14 February 17
OPTIMISM HAS STARTED TO SLOWLY FLOW BACK INTO THE DRY BULK MARKET - GEORGE LAZARIDIS
Optimism has started to slowly flow back into the dry bulk market, with many in the market showing renewed optimism as the Pacific basin starts to ...
Monday, 13 February 17
COMBINED COAL SALES OF BUMI RESOURCES ROSE TO 87.7 MILLION TONS IN FY'16; UP 10.6 PERCENT Y/Y
COALspot.com: Combined Coal Sales of Bumi Resources rose to 87.7 million tons in FY’16 compared with 79.3 million tons in FY’15. ...
Monday, 13 February 17
THE FREIGHT MARKET CONTINUED TO TUMBLE IN FEBRUARY
COALspot.com: The Freight market was continued its downfall in all segments except Panamax for the week ending 10 February 2017.
The Balt ...
Friday, 10 February 17
U.S. COAL OUTPUT IS ESTIMATED TO HAVE DECLINED BY 158 MMST IN 2016 TO 739 MMST, SAYS EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 17 million short tons ...
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Showing 2126 to 2130 news of total 6871 |
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- AsiaOL BioFuels Corp., Philippines
- Agrawal Coal Company - India
- Baramulti Group, Indonesia
- GAC Shipping (India) Pvt Ltd
- IHS Mccloskey Coal Group - USA
- Karaikal Port Pvt Ltd - India
- Jindal Steel & Power Ltd - India
- Savvy Resources Ltd - HongKong
- Petron Corporation, Philippines
- Makarim & Taira - Indonesia
- Videocon Industries ltd - India
- Rashtriya Ispat Nigam Limited - India
- PTC India Limited - India
- International Coal Ventures Pvt Ltd - India
- Siam City Cement PLC, Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- Toyota Tsusho Corporation, Japan
- Semirara Mining Corp, Philippines
- Riau Bara Harum - Indonesia
- Malabar Cements Ltd - India
- Independent Power Producers Association of India
- European Bulk Services B.V. - Netherlands
- Indian Oil Corporation Limited
- Uttam Galva Steels Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Manunggal Multi Energi - Indonesia
- Wood Mackenzie - Singapore
- Metalloyd Limited - United Kingdom
- ASAPP Information Group - India
- Sree Jayajothi Cements Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- Tamil Nadu electricity Board
- Power Finance Corporation Ltd., India
- Chamber of Mines of South Africa
- Kobexindo Tractors - Indoneisa
- Interocean Group of Companies - India
- Central Java Power - Indonesia
- Price Waterhouse Coopers - Russia
- Coal and Oil Company - UAE
- Commonwealth Bank - Australia
- Kepco SPC Power Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Parliament of New Zealand
- Indo Tambangraya Megah - Indonesia
- Goldman Sachs - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Orica Australia Pty. Ltd.
- PetroVietnam Power Coal Import and Supply Company
- Holcim Trading Pte Ltd - Singapore
- White Energy Company Limited
- Binh Thuan Hamico - Vietnam
- Aditya Birla Group - India
- Port Waratah Coal Services - Australia
- McConnell Dowell - Australia
- OPG Power Generation Pvt Ltd - India
- India Bulls Power Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ambuja Cements Ltd - India
- Meenaskhi Energy Private Limited - India
- Grasim Industreis Ltd - India
- Pendopo Energi Batubara - Indonesia
- Wilmar Investment Holdings
- Vedanta Resources Plc - India
- Australian Commodity Traders Exchange
- Borneo Indobara - Indonesia
- Romanian Commodities Exchange
- Straits Asia Resources Limited - Singapore
- Economic Council, Georgia
- Deloitte Consulting - India
- Mercuria Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bhushan Steel Limited - India
- London Commodity Brokers - England
- Miang Besar Coal Terminal - Indonesia
- Bangladesh Power Developement Board
- Eastern Energy - Thailand
- Lanco Infratech Ltd - India
- Medco Energi Mining Internasional
- Bukit Asam (Persero) Tbk - Indonesia
- Bukit Makmur.PT - Indonesia
- Australian Coal Association
- Chettinad Cement Corporation Ltd - India
- Coalindo Energy - Indonesia
- Maheswari Brothers Coal Limited - India
- Trasteel International SA, Italy
- Bharathi Cement Corporation - India
- Antam Resourcindo - Indonesia
- Coastal Gujarat Power Limited - India
- Attock Cement Pakistan Limited
- Minerals Council of Australia
- Singapore Mercantile Exchange
- VISA Power Limited - India
- Dalmia Cement Bharat India
- Mintek Dendrill Indonesia
- SMC Global Power, Philippines
- CIMB Investment Bank - Malaysia
- Merrill Lynch Commodities Europe
- Jorong Barutama Greston.PT - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Neyveli Lignite Corporation Ltd, - India
- Ind-Barath Power Infra Limited - India
- Semirara Mining and Power Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Aboitiz Power Corporation - Philippines
- Standard Chartered Bank - UAE
- LBH Netherlands Bv - Netherlands
- Bhoruka Overseas - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Directorate Of Revenue Intelligence - India
- PowerSource Philippines DevCo
- Orica Mining Services - Indonesia
- Posco Energy - South Korea
- Altura Mining Limited, Indonesia
- Planning Commission, India
- Maharashtra Electricity Regulatory Commission - India
- Indika Energy - Indonesia
- Georgia Ports Authority, United States
- Therma Luzon, Inc, Philippines
- SN Aboitiz Power Inc, Philippines
- Star Paper Mills Limited - India
- Essar Steel Hazira Ltd - India
- IEA Clean Coal Centre - UK
- Simpson Spence & Young - Indonesia
- Siam City Cement - Thailand
- Marubeni Corporation - India
- Kaltim Prima Coal - Indonesia
- Iligan Light & Power Inc, Philippines
- Eastern Coal Council - USA
- Energy Development Corp, Philippines
- Heidelberg Cement - Germany
- Karbindo Abesyapradhi - Indoneisa
- Sakthi Sugars Limited - India
- Sojitz Corporation - Japan
- Billiton Holdings Pty Ltd - Australia
- Parry Sugars Refinery, India
- Formosa Plastics Group - Taiwan
- Barasentosa Lestari - Indonesia
- The University of Queensland
- Rio Tinto Coal - Australia
- Sarangani Energy Corporation, Philippines
- Oldendorff Carriers - Singapore
- PNOC Exploration Corporation - Philippines
- Mercator Lines Limited - India
- Sical Logistics Limited - India
- Sinarmas Energy and Mining - Indonesia
- Ministry of Finance - Indonesia
- Ministry of Transport, Egypt
- MS Steel International - UAE
- Gujarat Electricity Regulatory Commission - India
- Anglo American - United Kingdom
- Kohat Cement Company Ltd. - Pakistan
- Offshore Bulk Terminal Pte Ltd, Singapore
- Latin American Coal - Colombia
- Bayan Resources Tbk. - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Bhatia International Limited - India
- Intertek Mineral Services - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Madhucon Powers Ltd - India
- Leighton Contractors Pty Ltd - Australia
- Xindia Steels Limited - India
- Indonesian Coal Mining Association
- GN Power Mariveles Coal Plant, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sindya Power Generating Company Private Ltd
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Energy Link Ltd, New Zealand
- Indogreen Group - Indonesia
- Central Electricity Authority - India
- ICICI Bank Limited - India
- The State Trading Corporation of India Ltd
- Banpu Public Company Limited - Thailand
- CNBM International Corporation - China
- Jaiprakash Power Ventures ltd
- Ministry of Mines - Canada
- Carbofer General Trading SA - India
- South Luzon Thermal Energy Corporation
- Vijayanagar Sugar Pvt Ltd - India
- New Zealand Coal & Carbon
- Thai Mozambique Logistica
- GMR Energy Limited - India
- Salva Resources Pvt Ltd - India
- Edison Trading Spa - Italy
- Gujarat Sidhee Cement - India
- Meralco Power Generation, Philippines
- Electricity Authority, New Zealand
- Krishnapatnam Port Company Ltd. - India
- Globalindo Alam Lestari - Indonesia
- Global Coal Blending Company Limited - Australia
- SMG Consultants - Indonesia
- Mjunction Services Limited - India
- GVK Power & Infra Limited - India
- Global Green Power PLC Corporation, Philippines
- Vizag Seaport Private Limited - India
- Larsen & Toubro Limited - India
- Renaissance Capital - South Africa
- Alfred C Toepfer International GmbH - Germany
- Asmin Koalindo Tuhup - Indonesia
- Global Business Power Corporation, Philippines
- Electricity Generating Authority of Thailand
- Kideco Jaya Agung - Indonesia
- Indian Energy Exchange, India
- Samtan Co., Ltd - South Korea
- Kalimantan Lumbung Energi - Indonesia
- Cement Manufacturers Association - India
- The Treasury - Australian Government
- Africa Commodities Group - South Africa
- Tata Chemicals Ltd - India
- Bulk Trading Sa - Switzerland
- Thiess Contractors Indonesia
- Kumho Petrochemical, South Korea
- TeaM Sual Corporation - Philippines
- Kartika Selabumi Mining - Indonesia
- Bukit Baiduri Energy - Indonesia
- Ceylon Electricity Board - Sri Lanka
- San Jose City I Power Corp, Philippines
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