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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, 20 January 17
U.S. WEEKLY COAL OUTPUT ESTIMATED 15.7 MMST; UP 14.1% W/W
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 15.7 million short ton ...
Thursday, 19 January 17
KOREAN POWER UTILITY BORYEONG POWER TO IMPORT 660K TONS OF BITUMINOUS COAL FOR MARCH 2017
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued a new tender for 590,000 Metric Tons of Bituminous coal and 7000 ...
Thursday, 19 January 17
PANAMAX RATES ARE UNDER PRESSURE IN BOTH HEMISPHERES - FEARNLEYS
Supramax
The market remained flat and the week continued at the same pace as last.
According to Fearnleys weekly dry bulk report, still more ...
Wednesday, 18 January 17
TANKER: THE CLEAN PRODUCT MARKET IS STILL NOT GIVING US ANY CLEAR SIGNS OF RECOVERY - GEORGE VASTARDIS
While we are approaching the Chinese New Year, the Clean Product market is still not giving us any clear signs of recovery, especially on The East ...
Monday, 16 January 17
WHY THE SOLUTION TO INDIA'S ENERGY CHALLENGE LIES IN COAL POWER PLANTS - BENJAMIN SPORTON
India’s huge development and energy challenges mean there are economic and development arguments for investing in new coal power plants for t ...
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- SN Aboitiz Power Inc, Philippines
- Planning Commission, India
- Kumho Petrochemical, South Korea
- Samtan Co., Ltd - South Korea
- Indika Energy - Indonesia
- White Energy Company Limited
- McConnell Dowell - Australia
- Kapuas Tunggal Persada - Indonesia
- Indian Energy Exchange, India
- GN Power Mariveles Coal Plant, Philippines
- Petron Corporation, Philippines
- Star Paper Mills Limited - India
- Jaiprakash Power Ventures ltd
- Energy Link Ltd, New Zealand
- Singapore Mercantile Exchange
- Wilmar Investment Holdings
- Mjunction Services Limited - India
- Thiess Contractors Indonesia
- Central Java Power - Indonesia
- European Bulk Services B.V. - Netherlands
- Metalloyd Limited - United Kingdom
- Siam City Cement - Thailand
- Bank of Tokyo Mitsubishi UFJ Ltd
- Aditya Birla Group - India
- Bahari Cakrawala Sebuku - Indonesia
- PowerSource Philippines DevCo
- Sarangani Energy Corporation, Philippines
- Directorate Of Revenue Intelligence - India
- Anglo American - United Kingdom
- Indo Tambangraya Megah - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Salva Resources Pvt Ltd - India
- Sree Jayajothi Cements Limited - India
- Meenaskhi Energy Private Limited - India
- SMG Consultants - Indonesia
- Bangladesh Power Developement Board
- MS Steel International - UAE
- CNBM International Corporation - China
- VISA Power Limited - India
- Uttam Galva Steels Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Alfred C Toepfer International GmbH - Germany
- AsiaOL BioFuels Corp., Philippines
- The State Trading Corporation of India Ltd
- Toyota Tsusho Corporation, Japan
- Electricity Authority, New Zealand
- Jindal Steel & Power Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- The University of Queensland
- Economic Council, Georgia
- Neyveli Lignite Corporation Ltd, - India
- Edison Trading Spa - Italy
- Lanco Infratech Ltd - India
- GAC Shipping (India) Pvt Ltd
- Bharathi Cement Corporation - India
- Tamil Nadu electricity Board
- IEA Clean Coal Centre - UK
- Sinarmas Energy and Mining - Indonesia
- Borneo Indobara - Indonesia
- Aboitiz Power Corporation - Philippines
- Simpson Spence & Young - Indonesia
- Globalindo Alam Lestari - Indonesia
- Thai Mozambique Logistica
- Meralco Power Generation, Philippines
- Madhucon Powers Ltd - India
- Eastern Coal Council - USA
- Holcim Trading Pte Ltd - Singapore
- Xindia Steels Limited - India
- Makarim & Taira - Indonesia
- Georgia Ports Authority, United States
- OPG Power Generation Pvt Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Oldendorff Carriers - Singapore
- London Commodity Brokers - England
- Barasentosa Lestari - Indonesia
- Coal and Oil Company - UAE
- Trasteel International SA, Italy
- Bukit Makmur.PT - Indonesia
- Chamber of Mines of South Africa
- Ministry of Finance - Indonesia
- Global Green Power PLC Corporation, Philippines
- Semirara Mining Corp, Philippines
- Gujarat Mineral Development Corp Ltd - India
- Savvy Resources Ltd - HongKong
- GVK Power & Infra Limited - India
- Kartika Selabumi Mining - Indonesia
- Mintek Dendrill Indonesia
- CIMB Investment Bank - Malaysia
- Kaltim Prima Coal - Indonesia
- Port Waratah Coal Services - Australia
- Bayan Resources Tbk. - Indonesia
- Straits Asia Resources Limited - Singapore
- Parry Sugars Refinery, India
- Indian Oil Corporation Limited
- New Zealand Coal & Carbon
- Therma Luzon, Inc, Philippines
- Orica Australia Pty. Ltd.
- Altura Mining Limited, Indonesia
- Riau Bara Harum - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Attock Cement Pakistan Limited
- Minerals Council of Australia
- Orica Mining Services - Indonesia
- Interocean Group of Companies - India
- Larsen & Toubro Limited - India
- Latin American Coal - Colombia
- Maharashtra Electricity Regulatory Commission - India
- SMC Global Power, Philippines
- Goldman Sachs - Singapore
- Formosa Plastics Group - Taiwan
- Iligan Light & Power Inc, Philippines
- Bhushan Steel Limited - India
- Global Coal Blending Company Limited - Australia
- Carbofer General Trading SA - India
- Bulk Trading Sa - Switzerland
- Malabar Cements Ltd - India
- Vizag Seaport Private Limited - India
- Mercuria Energy - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Sindya Power Generating Company Private Ltd
- Vijayanagar Sugar Pvt Ltd - India
- Energy Development Corp, Philippines
- Indonesian Coal Mining Association
- Chettinad Cement Corporation Ltd - India
- Commonwealth Bank - Australia
- Australian Coal Association
- Africa Commodities Group - South Africa
- Ministry of Mines - Canada
- Eastern Energy - Thailand
- Kohat Cement Company Ltd. - Pakistan
- Maheswari Brothers Coal Limited - India
- Kideco Jaya Agung - Indonesia
- Electricity Generating Authority of Thailand
- Price Waterhouse Coopers - Russia
- Bhoruka Overseas - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Gujarat Electricity Regulatory Commission - India
- Global Business Power Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Karbindo Abesyapradhi - Indoneisa
- Rashtriya Ispat Nigam Limited - India
- India Bulls Power Limited - India
- Indogreen Group - Indonesia
- South Luzon Thermal Energy Corporation
- Bukit Asam (Persero) Tbk - Indonesia
- Power Finance Corporation Ltd., India
- Mercator Lines Limited - India
- Coastal Gujarat Power Limited - India
- Sakthi Sugars Limited - India
- Merrill Lynch Commodities Europe
- Sical Logistics Limited - India
- IHS Mccloskey Coal Group - USA
- Agrawal Coal Company - India
- Bukit Baiduri Energy - Indonesia
- The Treasury - Australian Government
- Banpu Public Company Limited - Thailand
- Central Electricity Authority - India
- Binh Thuan Hamico - Vietnam
- ICICI Bank Limited - India
- Baramulti Group, Indonesia
- Parliament of New Zealand
- Manunggal Multi Energi - Indonesia
- Videocon Industries ltd - India
- Dalmia Cement Bharat India
- Ambuja Cements Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Heidelberg Cement - Germany
- Timah Investasi Mineral - Indoneisa
- Ceylon Electricity Board - Sri Lanka
- Offshore Bulk Terminal Pte Ltd, Singapore
- Antam Resourcindo - Indonesia
- Renaissance Capital - South Africa
- ASAPP Information Group - India
- Essar Steel Hazira Ltd - India
- Independent Power Producers Association of India
- PNOC Exploration Corporation - Philippines
- Petrochimia International Co. Ltd.- Taiwan
- LBH Netherlands Bv - Netherlands
- Miang Besar Coal Terminal - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Posco Energy - South Korea
- Deloitte Consulting - India
- Vedanta Resources Plc - India
- Intertek Mineral Services - Indonesia
- Sojitz Corporation - Japan
- Gujarat Sidhee Cement - India
- Bhatia International Limited - India
- PTC India Limited - India
- Marubeni Corporation - India
- Siam City Cement PLC, Thailand
- Kepco SPC Power Corporation, Philippines
- Australian Commodity Traders Exchange
- International Coal Ventures Pvt Ltd - India
- GMR Energy Limited - India
- Standard Chartered Bank - UAE
- Krishnapatnam Port Company Ltd. - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- TeaM Sual Corporation - Philippines
- Coalindo Energy - Indonesia
- Cement Manufacturers Association - India
- Tata Chemicals Ltd - India
- Medco Energi Mining Internasional
- Rio Tinto Coal - Australia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- San Jose City I Power Corp, Philippines
- Jorong Barutama Greston.PT - Indonesia
- Kobexindo Tractors - Indoneisa
- Ind-Barath Power Infra Limited - India
- Karaikal Port Pvt Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ministry of Transport, Egypt
- Romanian Commodities Exchange
- Pendopo Energi Batubara - Indonesia
- Grasim Industreis Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Wood Mackenzie - Singapore
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