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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, 13 January 17
U.S. COAL PRICES TO INCREASE IN 2017 AND IN 2018 - EIA
Coal Supply
EIA estimates that U.S. coal production declined by 158 million short tons (MMst) (18%) in 2016, to 739 MMst, which would be the lowe ...
Friday, 13 January 17
U.S. COAL IMPORTS IN THIRD QUARTER 2016 TOTALED 2.7 MMST, SAYS EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 13.8 million short ton ...
Thursday, 12 January 17
ASIA: COAL'S FUTURE - BENJAMIN SPORTON
As economies develop and the United Nations’ Sustainable Development Goals (SDGs) are realised, demand for energy will increase as more peopl ...
Wednesday, 11 January 17
MARKET INSIGHT - GEORGE DERMATIS
A new year has dawned upon us and it sure promises to be an exciting one which makes it practically impossible to resist the challenge of making a ...
Tuesday, 10 January 17
SHIPPING MARKET 2017
After having entered into a New Year, fresh hopes seem to be high for this to be the turning point in the market that many have been looking forwar ...
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- The Treasury - Australian Government
- Planning Commission, India
- Coastal Gujarat Power Limited - India
- Chamber of Mines of South Africa
- Formosa Plastics Group - Taiwan
- New Zealand Coal & Carbon
- Meenaskhi Energy Private Limited - India
- LBH Netherlands Bv - Netherlands
- Karbindo Abesyapradhi - Indoneisa
- Salva Resources Pvt Ltd - India
- Antam Resourcindo - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Australian Coal Association
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Manunggal Multi Energi - Indonesia
- Central Electricity Authority - India
- PNOC Exploration Corporation - Philippines
- GMR Energy Limited - India
- Meralco Power Generation, Philippines
- Globalindo Alam Lestari - Indonesia
- Sakthi Sugars Limited - India
- Electricity Generating Authority of Thailand
- Mintek Dendrill Indonesia
- Medco Energi Mining Internasional
- CIMB Investment Bank - Malaysia
- Toyota Tsusho Corporation, Japan
- PetroVietnam Power Coal Import and Supply Company
- Kumho Petrochemical, South Korea
- Eastern Coal Council - USA
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Romanian Commodities Exchange
- Mercator Lines Limited - India
- European Bulk Services B.V. - Netherlands
- Ind-Barath Power Infra Limited - India
- The State Trading Corporation of India Ltd
- Baramulti Group, Indonesia
- Straits Asia Resources Limited - Singapore
- Miang Besar Coal Terminal - Indonesia
- Borneo Indobara - Indonesia
- TeaM Sual Corporation - Philippines
- Malabar Cements Ltd - India
- Videocon Industries ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Asmin Koalindo Tuhup - Indonesia
- Directorate Of Revenue Intelligence - India
- Orica Australia Pty. Ltd.
- The University of Queensland
- India Bulls Power Limited - India
- Ministry of Finance - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Energy Link Ltd, New Zealand
- Thiess Contractors Indonesia
- Indo Tambangraya Megah - Indonesia
- Kideco Jaya Agung - Indonesia
- South Luzon Thermal Energy Corporation
- Merrill Lynch Commodities Europe
- Bangladesh Power Developement Board
- Pendopo Energi Batubara - Indonesia
- SMG Consultants - Indonesia
- Latin American Coal - Colombia
- Georgia Ports Authority, United States
- Bhoruka Overseas - Indonesia
- Therma Luzon, Inc, Philippines
- Thai Mozambique Logistica
- Holcim Trading Pte Ltd - Singapore
- Global Coal Blending Company Limited - Australia
- GVK Power & Infra Limited - India
- Gujarat Mineral Development Corp Ltd - India
- PowerSource Philippines DevCo
- Sojitz Corporation - Japan
- Central Java Power - Indonesia
- International Coal Ventures Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- Indian Oil Corporation Limited
- Simpson Spence & Young - Indonesia
- Interocean Group of Companies - India
- Binh Thuan Hamico - Vietnam
- Mercuria Energy - Indonesia
- Power Finance Corporation Ltd., India
- Intertek Mineral Services - Indonesia
- Sarangani Energy Corporation, Philippines
- Electricity Authority, New Zealand
- Petron Corporation, Philippines
- Cement Manufacturers Association - India
- Maheswari Brothers Coal Limited - India
- Siam City Cement PLC, Thailand
- Vijayanagar Sugar Pvt Ltd - India
- Goldman Sachs - Singapore
- Banpu Public Company Limited - Thailand
- Indian Energy Exchange, India
- Alfred C Toepfer International GmbH - Germany
- Wilmar Investment Holdings
- TNB Fuel Sdn Bhd - Malaysia
- Kepco SPC Power Corporation, Philippines
- Economic Council, Georgia
- Sindya Power Generating Company Private Ltd
- Mjunction Services Limited - India
- Attock Cement Pakistan Limited
- Tamil Nadu electricity Board
- Savvy Resources Ltd - HongKong
- Larsen & Toubro Limited - India
- Posco Energy - South Korea
- Bukit Asam (Persero) Tbk - Indonesia
- Price Waterhouse Coopers - Russia
- Makarim & Taira - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Jindal Steel & Power Ltd - India
- Heidelberg Cement - Germany
- Bhatia International Limited - India
- Grasim Industreis Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bukit Makmur.PT - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Energy Development Corp, Philippines
- Maharashtra Electricity Regulatory Commission - India
- Ambuja Cements Ltd - India
- Siam City Cement - Thailand
- OPG Power Generation Pvt Ltd - India
- London Commodity Brokers - England
- Port Waratah Coal Services - Australia
- Madhucon Powers Ltd - India
- Karaikal Port Pvt Ltd - India
- GAC Shipping (India) Pvt Ltd
- Parry Sugars Refinery, India
- Edison Trading Spa - Italy
- Semirara Mining Corp, Philippines
- Aboitiz Power Corporation - Philippines
- Australian Commodity Traders Exchange
- Coal and Oil Company - UAE
- Kartika Selabumi Mining - Indonesia
- Coalindo Energy - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Gujarat Electricity Regulatory Commission - India
- Agrawal Coal Company - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Timah Investasi Mineral - Indoneisa
- PTC India Limited - India
- GN Power Mariveles Coal Plant, Philippines
- McConnell Dowell - Australia
- Bukit Baiduri Energy - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Star Paper Mills Limited - India
- MS Steel International - UAE
- Neyveli Lignite Corporation Ltd, - India
- Parliament of New Zealand
- Ministry of Mines - Canada
- Indonesian Coal Mining Association
- Kalimantan Lumbung Energi - Indonesia
- Jaiprakash Power Ventures ltd
- Tata Chemicals Ltd - India
- VISA Power Limited - India
- Standard Chartered Bank - UAE
- San Jose City I Power Corp, Philippines
- Bharathi Cement Corporation - India
- Lanco Infratech Ltd - India
- Essar Steel Hazira Ltd - India
- Vedanta Resources Plc - India
- Deloitte Consulting - India
- AsiaOL BioFuels Corp., Philippines
- Anglo American - United Kingdom
- Bulk Trading Sa - Switzerland
- Sical Logistics Limited - India
- Sree Jayajothi Cements Limited - India
- Rio Tinto Coal - Australia
- Iligan Light & Power Inc, Philippines
- Chettinad Cement Corporation Ltd - India
- Oldendorff Carriers - Singapore
- Eastern Energy - Thailand
- Rashtriya Ispat Nigam Limited - India
- Kobexindo Tractors - Indoneisa
- Bayan Resources Tbk. - Indonesia
- White Energy Company Limited
- Renaissance Capital - South Africa
- Singapore Mercantile Exchange
- Altura Mining Limited, Indonesia
- Uttam Galva Steels Limited - India
- Wood Mackenzie - Singapore
- IHS Mccloskey Coal Group - USA
- Africa Commodities Group - South Africa
- Jorong Barutama Greston.PT - Indonesia
- Riau Bara Harum - Indonesia
- Samtan Co., Ltd - South Korea
- Commonwealth Bank - Australia
- Global Green Power PLC Corporation, Philippines
- Aditya Birla Group - India
- Indogreen Group - Indonesia
- Bhushan Steel Limited - India
- Minerals Council of Australia
- Marubeni Corporation - India
- Semirara Mining and Power Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- Kapuas Tunggal Persada - Indonesia
- IEA Clean Coal Centre - UK
- Independent Power Producers Association of India
- SMC Global Power, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Ministry of Transport, Egypt
- Leighton Contractors Pty Ltd - Australia
- Indika Energy - Indonesia
- Trasteel International SA, Italy
- Metalloyd Limited - United Kingdom
- Pipit Mutiara Jaya. PT, Indonesia
- CNBM International Corporation - China
- ICICI Bank Limited - India
- Carbofer General Trading SA - India
- Dalmia Cement Bharat India
- Vizag Seaport Private Limited - India
- Xindia Steels Limited - India
- Gujarat Sidhee Cement - India
- Barasentosa Lestari - Indonesia
- ASAPP Information Group - India
- Global Business Power Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Orica Mining Services - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
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