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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, 03 February 17
U.S. WEEKLY COAL PRODUCTION DECLINED 3.9% W/W; ROSE 17.7% Y/Y
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16.1 million short ton ...
Friday, 03 February 17
US - EXECUTIVE ORDER ON IMMIGRATION AFFECTS VESSEL CREWS - GARD
From 27 January 2017, crew members carrying Iraqi, Syrian, Sudanese, Iranian, Somalian, Libyan or Yemeni passports are temporarily barred from ente ...
Wednesday, 01 February 17
MARKET INSIGHT - PANOS TSILINGIRIS
The recent placement of LOIs for 208kdwt Newcastlemax Newbuildings at $38.5m at Private Chinese Yard identifies with the modern history low for dry ...
Tuesday, 31 January 17
A CASE OF NEW YEAR BLUES FOR THE FAR EAST? - GEORGE LAZARIDIS
Unlike the typical lull in the market that we note during the period just prior to the Chinese New Year, 2017 has proved to be fairly m ...
Monday, 30 January 17
DUE TO LUNAR YEAR HOLIDAYS, THE FREIGHT MARKET STAYED WEAK
COALspot.com: Due to Lunar year holidays and celebration, the Freight market was down in all segments this past week.
The Baltic Exchange, tra ...
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- Petron Corporation, Philippines
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- Mercuria Energy - Indonesia
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- Metalloyd Limited - United Kingdom
- Malabar Cements Ltd - India
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- Directorate General of MIneral and Coal - Indonesia
- Anglo American - United Kingdom
- Sical Logistics Limited - India
- Savvy Resources Ltd - HongKong
- Rashtriya Ispat Nigam Limited - India
- Sree Jayajothi Cements Limited - India
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- Vedanta Resources Plc - India
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- Medco Energi Mining Internasional
- Jindal Steel & Power Ltd - India
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- Banpu Public Company Limited - Thailand
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- Port Waratah Coal Services - Australia
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- Ministry of Finance - Indonesia
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- Maheswari Brothers Coal Limited - India
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- Kaltim Prima Coal - Indonesia
- Sindya Power Generating Company Private Ltd
- Mjunction Services Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- IEA Clean Coal Centre - UK
- Posco Energy - South Korea
- Minerals Council of Australia
- Ceylon Electricity Board - Sri Lanka
- Mercator Lines Limited - India
- Australian Coal Association
- Africa Commodities Group - South Africa
- Therma Luzon, Inc, Philippines
- Bukit Baiduri Energy - Indonesia
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- PNOC Exploration Corporation - Philippines
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- Energy Development Corp, Philippines
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- Tata Chemicals Ltd - India
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- Ministry of Mines - Canada
- Siam City Cement PLC, Thailand
- Romanian Commodities Exchange
- Electricity Generating Authority of Thailand
- OPG Power Generation Pvt Ltd - India
- Baramulti Group, Indonesia
- Sakthi Sugars Limited - India
- Trasteel International SA, Italy
- Directorate Of Revenue Intelligence - India
- Interocean Group of Companies - India
- VISA Power Limited - India
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- Independent Power Producers Association of India
- Mintek Dendrill Indonesia
- Samtan Co., Ltd - South Korea
- Parry Sugars Refinery, India
- Power Finance Corporation Ltd., India
- PowerSource Philippines DevCo
- Central Electricity Authority - India
- Meralco Power Generation, Philippines
- MS Steel International - UAE
- Alfred C Toepfer International GmbH - Germany
- Global Coal Blending Company Limited - Australia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Miang Besar Coal Terminal - Indonesia
- Sojitz Corporation - Japan
- The University of Queensland
- Gujarat Mineral Development Corp Ltd - India
- London Commodity Brokers - England
- Vizag Seaport Private Limited - India
- Siam City Cement - Thailand
- Indonesian Coal Mining Association
- Indian Energy Exchange, India
- Gujarat Sidhee Cement - India
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- New Zealand Coal & Carbon
- CIMB Investment Bank - Malaysia
- Electricity Authority, New Zealand
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- Pendopo Energi Batubara - Indonesia
- Binh Thuan Hamico - Vietnam
- Energy Link Ltd, New Zealand
- Straits Asia Resources Limited - Singapore
- Indian Oil Corporation Limited
- Dalmia Cement Bharat India
- Coastal Gujarat Power Limited - India
- Wilmar Investment Holdings
- Bangladesh Power Developement Board
- ASAPP Information Group - India
- Deloitte Consulting - India
- Rio Tinto Coal - Australia
- Bhatia International Limited - India
- Renaissance Capital - South Africa
- Kideco Jaya Agung - Indonesia
- Price Waterhouse Coopers - Russia
- TNB Fuel Sdn Bhd - Malaysia
- Sarangani Energy Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- PTC India Limited - India
- Thiess Contractors Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Global Green Power PLC Corporation, Philippines
- The Treasury - Australian Government
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- Planning Commission, India
- Ministry of Transport, Egypt
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- Barasentosa Lestari - Indonesia
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- Commonwealth Bank - Australia
- Georgia Ports Authority, United States
- Toyota Tsusho Corporation, Japan
- Coal and Oil Company - UAE
- Semirara Mining Corp, Philippines
- Timah Investasi Mineral - Indoneisa
- Leighton Contractors Pty Ltd - Australia
- Kalimantan Lumbung Energi - Indonesia
- GMR Energy Limited - India
- PetroVietnam Power Coal Import and Supply Company
- South Luzon Thermal Energy Corporation
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Thai Mozambique Logistica
- SMC Global Power, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Agrawal Coal Company - India
- Star Paper Mills Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Gujarat Electricity Regulatory Commission - India
- San Jose City I Power Corp, Philippines
- IHS Mccloskey Coal Group - USA
- Uttam Galva Steels Limited - India
- Iligan Light & Power Inc, Philippines
- Krishnapatnam Port Company Ltd. - India
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- SMG Consultants - Indonesia
- Asmin Koalindo Tuhup - Indonesia
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- Simpson Spence & Young - Indonesia
- Parliament of New Zealand
- Ambuja Cements Ltd - India
- European Bulk Services B.V. - Netherlands
- Kumho Petrochemical, South Korea
- Sinarmas Energy and Mining - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Offshore Bulk Terminal Pte Ltd, Singapore
- Kepco SPC Power Corporation, Philippines
- Singapore Mercantile Exchange
- Maharashtra Electricity Regulatory Commission - India
- International Coal Ventures Pvt Ltd - India
- Economic Council, Georgia
- GVK Power & Infra Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Karaikal Port Pvt Ltd - India
- Carbofer General Trading SA - India
- Lanco Infratech Ltd - India
- Cement Manufacturers Association - India
- Chamber of Mines of South Africa
- Eastern Coal Council - USA
- Indika Energy - Indonesia
- Aditya Birla Group - India
- CNBM International Corporation - China
- Coalindo Energy - Indonesia
- Goldman Sachs - Singapore
- Kapuas Tunggal Persada - Indonesia
- Wood Mackenzie - Singapore
- Cigading International Bulk Terminal - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Xindia Steels Limited - India
- Oldendorff Carriers - Singapore
- Makarim & Taira - Indonesia
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- Global Business Power Corporation, Philippines
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