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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, 23 December 16
U.S. YEAR-TO-DATE COAL PRODUCTION TOTALED 711.1 MMST; DOWN 18.5% Y/Y - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 15.7 million short ton ...
Thursday, 22 December 16
INDONESIA LACK OF EXPORT TO INDIA THIS WEEK - FERNLEYS
Supramax
While the Atlantic is keeping up with rates, the Pacific has been weaker says Astrup Fernley.
According to Astrup Fernley, backhaul ...
Wednesday, 21 December 16
THE SUPREME COURT DECISION IN OW BUNKERS - WHEN A SALE OF GOODS IS NOT A SALE OF GOODS - LEON ALEXANDER, CLYDE&CO
KNOWLEDGE TO ELEVATE
In May 2016 the Supreme Court of England & Wales gave judgment in an OW Bunkers test case entitled "Res Cogitans ...
Wednesday, 21 December 16
CLEANING THE OCEANS FROM PLASTIC - SOPHIE COTZIAS
2016 is coming to a close and it finds us in preparation for the 2017 enforcement of the Ballast Water Treatment Systems. We naturally are in thoug ...
Tuesday, 20 December 16
TRADE HAS FELT ITS BUMPS AND SHAKES THIS YEAR - GEORGE LAZARIDIS
Trade has felt its bumps and shakes this year, as growing populist protectionist and nationalist movements in the Western world start to take hold. ...
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- Wilmar Investment Holdings
- Electricity Authority, New Zealand
- Manunggal Multi Energi - Indonesia
- Romanian Commodities Exchange
- Meralco Power Generation, Philippines
- Riau Bara Harum - Indonesia
- Salva Resources Pvt Ltd - India
- Parry Sugars Refinery, India
- IEA Clean Coal Centre - UK
- The State Trading Corporation of India Ltd
- Mjunction Services Limited - India
- Renaissance Capital - South Africa
- Oldendorff Carriers - Singapore
- Anglo American - United Kingdom
- Malabar Cements Ltd - India
- Australian Coal Association
- Energy Link Ltd, New Zealand
- Lanco Infratech Ltd - India
- LBH Netherlands Bv - Netherlands
- Medco Energi Mining Internasional
- Standard Chartered Bank - UAE
- Kumho Petrochemical, South Korea
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Indian Energy Exchange, India
- Videocon Industries ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Ministry of Mines - Canada
- Planning Commission, India
- Indo Tambangraya Megah - Indonesia
- Bharathi Cement Corporation - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Africa Commodities Group - South Africa
- Kapuas Tunggal Persada - Indonesia
- Commonwealth Bank - Australia
- Madhucon Powers Ltd - India
- PTC India Limited - India
- SMC Global Power, Philippines
- Xindia Steels Limited - India
- Interocean Group of Companies - India
- Semirara Mining and Power Corporation, Philippines
- Independent Power Producers Association of India
- Kalimantan Lumbung Energi - Indonesia
- Goldman Sachs - Singapore
- Attock Cement Pakistan Limited
- Sical Logistics Limited - India
- India Bulls Power Limited - India
- Semirara Mining Corp, Philippines
- Sojitz Corporation - Japan
- Indian Oil Corporation Limited
- Singapore Mercantile Exchange
- Essar Steel Hazira Ltd - India
- Wood Mackenzie - Singapore
- Dalmia Cement Bharat India
- Borneo Indobara - Indonesia
- PowerSource Philippines DevCo
- Barasentosa Lestari - Indonesia
- Trasteel International SA, Italy
- Indika Energy - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Jaiprakash Power Ventures ltd
- Australian Commodity Traders Exchange
- Mintek Dendrill Indonesia
- Thai Mozambique Logistica
- Maharashtra Electricity Regulatory Commission - India
- Vizag Seaport Private Limited - India
- CNBM International Corporation - China
- IHS Mccloskey Coal Group - USA
- Gujarat Sidhee Cement - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Ceylon Electricity Board - Sri Lanka
- AsiaOL BioFuels Corp., Philippines
- Bhushan Steel Limited - India
- Kartika Selabumi Mining - Indonesia
- Siam City Cement PLC, Thailand
- GAC Shipping (India) Pvt Ltd
- SMG Consultants - Indonesia
- Meenaskhi Energy Private Limited - India
- Kepco SPC Power Corporation, Philippines
- Indonesian Coal Mining Association
- Sree Jayajothi Cements Limited - India
- Central Java Power - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Eastern Coal Council - USA
- Chamber of Mines of South Africa
- Heidelberg Cement - Germany
- TNB Fuel Sdn Bhd - Malaysia
- Maheswari Brothers Coal Limited - India
- Orica Mining Services - Indonesia
- OPG Power Generation Pvt Ltd - India
- Tamil Nadu electricity Board
- Merrill Lynch Commodities Europe
- Coastal Gujarat Power Limited - India
- Bulk Trading Sa - Switzerland
- Baramulti Group, Indonesia
- Kohat Cement Company Ltd. - Pakistan
- Mercuria Energy - Indonesia
- Carbofer General Trading SA - India
- Grasim Industreis Ltd - India
- Therma Luzon, Inc, Philippines
- Tata Chemicals Ltd - India
- ICICI Bank Limited - India
- GVK Power & Infra Limited - India
- Leighton Contractors Pty Ltd - Australia
- Cigading International Bulk Terminal - Indonesia
- Global Coal Blending Company Limited - Australia
- Kobexindo Tractors - Indoneisa
- Altura Mining Limited, Indonesia
- Savvy Resources Ltd - HongKong
- Pendopo Energi Batubara - Indonesia
- Agrawal Coal Company - India
- Sakthi Sugars Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Chettinad Cement Corporation Ltd - India
- Bukit Baiduri Energy - Indonesia
- Port Waratah Coal Services - Australia
- Georgia Ports Authority, United States
- Indogreen Group - Indonesia
- Eastern Energy - Thailand
- ASAPP Information Group - India
- Bhoruka Overseas - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Vedanta Resources Plc - India
- Bayan Resources Tbk. - Indonesia
- Mercator Lines Limited - India
- Price Waterhouse Coopers - Russia
- Binh Thuan Hamico - Vietnam
- San Jose City I Power Corp, Philippines
- Power Finance Corporation Ltd., India
- Alfred C Toepfer International GmbH - Germany
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Bangladesh Power Developement Board
- Orica Australia Pty. Ltd.
- Edison Trading Spa - Italy
- Global Green Power PLC Corporation, Philippines
- Antam Resourcindo - Indonesia
- International Coal Ventures Pvt Ltd - India
- CIMB Investment Bank - Malaysia
- Miang Besar Coal Terminal - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Timah Investasi Mineral - Indoneisa
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Intertek Mineral Services - Indonesia
- Electricity Generating Authority of Thailand
- Larsen & Toubro Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Central Electricity Authority - India
- Sindya Power Generating Company Private Ltd
- Kideco Jaya Agung - Indonesia
- Siam City Cement - Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- Aditya Birla Group - India
- Bahari Cakrawala Sebuku - Indonesia
- Directorate Of Revenue Intelligence - India
- Directorate General of MIneral and Coal - Indonesia
- Economic Council, Georgia
- TeaM Sual Corporation - Philippines
- Neyveli Lignite Corporation Ltd, - India
- Simpson Spence & Young - Indonesia
- Ministry of Finance - Indonesia
- Bhatia International Limited - India
- Samtan Co., Ltd - South Korea
- Minerals Council of Australia
- Metalloyd Limited - United Kingdom
- Formosa Plastics Group - Taiwan
- Parliament of New Zealand
- MS Steel International - UAE
- McConnell Dowell - Australia
- Coal and Oil Company - UAE
- SN Aboitiz Power Inc, Philippines
- Makarim & Taira - Indonesia
- Ministry of Transport, Egypt
- The University of Queensland
- Bukit Makmur.PT - Indonesia
- New Zealand Coal & Carbon
- PetroVietnam Power Coal Import and Supply Company
- Star Paper Mills Limited - India
- Uttam Galva Steels Limited - India
- London Commodity Brokers - England
- Sarangani Energy Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- White Energy Company Limited
- Posco Energy - South Korea
- Karaikal Port Pvt Ltd - India
- Petron Corporation, Philippines
- Gujarat Electricity Regulatory Commission - India
- Banpu Public Company Limited - Thailand
- The Treasury - Australian Government
- GN Power Mariveles Coal Plant, Philippines
- Energy Development Corp, Philippines
- Toyota Tsusho Corporation, Japan
- Aboitiz Power Corporation - Philippines
- VISA Power Limited - India
- Kaltim Prima Coal - Indonesia
- South Luzon Thermal Energy Corporation
- Ambuja Cements Ltd - India
- Cement Manufacturers Association - India
- Krishnapatnam Port Company Ltd. - India
- Rio Tinto Coal - Australia
- GMR Energy Limited - India
- Thiess Contractors Indonesia
- Global Business Power Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Straits Asia Resources Limited - Singapore
- Deloitte Consulting - India
- Marubeni Corporation - India
- Latin American Coal - Colombia
- Karbindo Abesyapradhi - Indoneisa
- Pipit Mutiara Jaya. PT, Indonesia
- Sinarmas Energy and Mining - Indonesia
- Globalindo Alam Lestari - Indonesia
- Coalindo Energy - Indonesia
- Ind-Barath Power Infra Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Rashtriya Ispat Nigam Limited - India
- Iligan Light & Power Inc, Philippines
- PNOC Exploration Corporation - Philippines
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