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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, 27 January 17
U.S WEEKLY COAL OUTPUT RISES FOR THIRD STRAIGHT WEEK
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16.8 million short ton ...
Wednesday, 25 January 17
MARKET INSIGHT - KONSTANTINOS KAKAVITSAS
Remember that old but classic song called “Destination Unknown”? Well that is where the oil market is heading right now. The song made ...
Tuesday, 24 January 17
MARKET UPDATE - ALLIED
This week at the World Economic Forum in the Swiss resort of Davos we had a historic first via the attendance and speech given by China’s pre ...
Monday, 23 January 17
THE PORT OF NEWCASTLE SHIPPED $AU 15.279 BILLION WORTH OF 161.399 MILLION TONS OF COAL IN 2016
COALspot.com: The Port of Newcastle, Australia’s major trading ports and the world’s largest coal export port has shipped $AU 1,453.1 M ...
Monday, 23 January 17
THE FREIGHT MARKET DID NOT CHANGE MUCH AND WAS ALMOST AT SAME LEVELS AS LAST WEEK
COALspot.com: The Freight market did not change much and was almost at same levels as last week.
The Baltic Exchange, tracking rates for ships ...
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- Bukit Makmur.PT - Indonesia
- Sojitz Corporation - Japan
- Parry Sugars Refinery, India
- Cigading International Bulk Terminal - Indonesia
- Indian Energy Exchange, India
- Grasim Industreis Ltd - India
- Iligan Light & Power Inc, Philippines
- SN Aboitiz Power Inc, Philippines
- London Commodity Brokers - England
- Neyveli Lignite Corporation Ltd, - India
- Bharathi Cement Corporation - India
- Billiton Holdings Pty Ltd - Australia
- Gujarat Sidhee Cement - India
- Posco Energy - South Korea
- Indonesian Coal Mining Association
- Chettinad Cement Corporation Ltd - India
- Energy Link Ltd, New Zealand
- Kalimantan Lumbung Energi - Indonesia
- Barasentosa Lestari - Indonesia
- Lanco Infratech Ltd - India
- Renaissance Capital - South Africa
- Goldman Sachs - Singapore
- Cement Manufacturers Association - India
- Bhushan Steel Limited - India
- IHS Mccloskey Coal Group - USA
- Vijayanagar Sugar Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Economic Council, Georgia
- Global Green Power PLC Corporation, Philippines
- Indian Oil Corporation Limited
- Romanian Commodities Exchange
- Vizag Seaport Private Limited - India
- Wilmar Investment Holdings
- Toyota Tsusho Corporation, Japan
- Attock Cement Pakistan Limited
- Xindia Steels Limited - India
- Energy Development Corp, Philippines
- Georgia Ports Authority, United States
- Central Java Power - Indonesia
- Tata Chemicals Ltd - India
- San Jose City I Power Corp, Philippines
- Power Finance Corporation Ltd., India
- Maharashtra Electricity Regulatory Commission - India
- Semirara Mining Corp, Philippines
- Ministry of Transport, Egypt
- Formosa Plastics Group - Taiwan
- Rio Tinto Coal - Australia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Tamil Nadu electricity Board
- Malabar Cements Ltd - India
- Jindal Steel & Power Ltd - India
- Vedanta Resources Plc - India
- The University of Queensland
- The Treasury - Australian Government
- Samtan Co., Ltd - South Korea
- Coastal Gujarat Power Limited - India
- Africa Commodities Group - South Africa
- Semirara Mining and Power Corporation, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Bhatia International Limited - India
- Bukit Baiduri Energy - Indonesia
- Coalindo Energy - Indonesia
- Singapore Mercantile Exchange
- PNOC Exploration Corporation - Philippines
- CNBM International Corporation - China
- Aboitiz Power Corporation - Philippines
- The State Trading Corporation of India Ltd
- Binh Thuan Hamico - Vietnam
- Altura Mining Limited, Indonesia
- Central Electricity Authority - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Agrawal Coal Company - India
- Rashtriya Ispat Nigam Limited - India
- Siam City Cement PLC, Thailand
- Sical Logistics Limited - India
- Aditya Birla Group - India
- Mjunction Services Limited - India
- Carbofer General Trading SA - India
- Asmin Koalindo Tuhup - Indonesia
- Chamber of Mines of South Africa
- Independent Power Producers Association of India
- Ind-Barath Power Infra Limited - India
- Sinarmas Energy and Mining - Indonesia
- Borneo Indobara - Indonesia
- Bhoruka Overseas - Indonesia
- Makarim & Taira - Indonesia
- GAC Shipping (India) Pvt Ltd
- Interocean Group of Companies - India
- Parliament of New Zealand
- Karaikal Port Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Meralco Power Generation, Philippines
- Mintek Dendrill Indonesia
- International Coal Ventures Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Anglo American - United Kingdom
- Videocon Industries ltd - India
- Deloitte Consulting - India
- SMG Consultants - Indonesia
- Sindya Power Generating Company Private Ltd
- New Zealand Coal & Carbon
- SMC Global Power, Philippines
- VISA Power Limited - India
- Kartika Selabumi Mining - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Latin American Coal - Colombia
- Riau Bara Harum - Indonesia
- Bayan Resources Tbk. - Indonesia
- PTC India Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Edison Trading Spa - Italy
- Indo Tambangraya Megah - Indonesia
- Thiess Contractors Indonesia
- Karbindo Abesyapradhi - Indoneisa
- PowerSource Philippines DevCo
- PetroVietnam Power Coal Import and Supply Company
- Medco Energi Mining Internasional
- Mercuria Energy - Indonesia
- Standard Chartered Bank - UAE
- Globalindo Alam Lestari - Indonesia
- GMR Energy Limited - India
- Ceylon Electricity Board - Sri Lanka
- Larsen & Toubro Limited - India
- Siam City Cement - Thailand
- Leighton Contractors Pty Ltd - Australia
- Baramulti Group, Indonesia
- Savvy Resources Ltd - HongKong
- Kaltim Prima Coal - Indonesia
- Antam Resourcindo - Indonesia
- Australian Commodity Traders Exchange
- White Energy Company Limited
- Banpu Public Company Limited - Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- Planning Commission, India
- Petrochimia International Co. Ltd.- Taiwan
- Therma Luzon, Inc, Philippines
- Mercator Lines Limited - India
- Global Coal Blending Company Limited - Australia
- India Bulls Power Limited - India
- Australian Coal Association
- Kepco SPC Power Corporation, Philippines
- Bulk Trading Sa - Switzerland
- LBH Netherlands Bv - Netherlands
- Madhucon Powers Ltd - India
- Pendopo Energi Batubara - Indonesia
- Commonwealth Bank - Australia
- Timah Investasi Mineral - Indoneisa
- Bahari Cakrawala Sebuku - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Ministry of Mines - Canada
- Orica Mining Services - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- MS Steel International - UAE
- Straits Asia Resources Limited - Singapore
- TeaM Sual Corporation - Philippines
- Indogreen Group - Indonesia
- Sakthi Sugars Limited - India
- Marubeni Corporation - India
- Electricity Authority, New Zealand
- Port Waratah Coal Services - Australia
- Kideco Jaya Agung - Indonesia
- Price Waterhouse Coopers - Russia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bangladesh Power Developement Board
- Miang Besar Coal Terminal - Indonesia
- Orica Australia Pty. Ltd.
- Global Business Power Corporation, Philippines
- Dalmia Cement Bharat India
- IEA Clean Coal Centre - UK
- Electricity Generating Authority of Thailand
- CIMB Investment Bank - Malaysia
- Gujarat Electricity Regulatory Commission - India
- Metalloyd Limited - United Kingdom
- McConnell Dowell - Australia
- Essar Steel Hazira Ltd - India
- Ministry of Finance - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Oldendorff Carriers - Singapore
- European Bulk Services B.V. - Netherlands
- Alfred C Toepfer International GmbH - Germany
- Thai Mozambique Logistica
- Jorong Barutama Greston.PT - Indonesia
- Manunggal Multi Energi - Indonesia
- OPG Power Generation Pvt Ltd - India
- Petron Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Trasteel International SA, Italy
- Eastern Energy - Thailand
- Minerals Council of Australia
- Indika Energy - Indonesia
- Coal and Oil Company - UAE
- Wood Mackenzie - Singapore
- Kobexindo Tractors - Indoneisa
- TNB Fuel Sdn Bhd - Malaysia
- Star Paper Mills Limited - India
- AsiaOL BioFuels Corp., Philippines
- Merrill Lynch Commodities Europe
- Kohat Cement Company Ltd. - Pakistan
- Kumho Petrochemical, South Korea
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ambuja Cements Ltd - India
- Meenaskhi Energy Private Limited - India
- Maheswari Brothers Coal Limited - India
- Eastern Coal Council - USA
- Directorate Of Revenue Intelligence - India
- Heidelberg Cement - Germany
- GN Power Mariveles Coal Plant, Philippines
- Jaiprakash Power Ventures ltd
- ICICI Bank Limited - India
- Intertek Mineral Services - Indonesia
- Uttam Galva Steels Limited - India
- Salva Resources Pvt Ltd - India
- ASAPP Information Group - India
- GVK Power & Infra Limited - India
- South Luzon Thermal Energy Corporation
- Sarangani Energy Corporation, Philippines
- Sree Jayajothi Cements Limited - India
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