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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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Thursday, 08 December 16
STABLE OUTLOOK FOR GLOBAL MINING IN 2017 : FITCH
Fitch Ratings' sector and rating outlooks for the global mining industry in 2017 are both stable, reflecting Fitch's view that prices have ...
Thursday, 08 December 16
CHINESE COAL DEMAND WOULD BE THE KEY FACTOR THAT INFLUENCE WORLD COAL PRICES IN 2017, POLL
“WHAT ARE THE KEY FACTORS THAT MAY INFLUENCE WORLD'S COAL PRICES IN 2017?”
The on-line opinion poll conducted by COALspot.com ...
Thursday, 08 December 16
PANAMAX: THE FIRM TENDENCY CONTINUES IN BOTH HEMISPHERES - FEARNLEY
Supramax
Market remained firm - true mostly within Atlantic.
Star performer USG remained its title, where Supras reached around USD 21k ...
Wednesday, 07 December 16
SHIPPING MARKET INSIGHT - THEODOROS NTALAKOS
Looking back at my previous end-of-year insights, for the last seven years, in each and every one of them, I begin with something like “there ...
Wednesday, 07 December 16
U.S. COAL PRODUCTION IS FORECAST TO INCREASE BY 2% IN 2017 - EIA
U.S. Coal production in November 2016 was 70.7 million short tons (MMst), the third time this year monthly production exceeded 70 MMst, says EIA.
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- Jindal Steel & Power Ltd - India
- Wood Mackenzie - Singapore
- Coal and Oil Company - UAE
- Carbofer General Trading SA - India
- International Coal Ventures Pvt Ltd - India
- Simpson Spence & Young - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Energy Development Corp, Philippines
- Toyota Tsusho Corporation, Japan
- LBH Netherlands Bv - Netherlands
- Iligan Light & Power Inc, Philippines
- Globalindo Alam Lestari - Indonesia
- Sree Jayajothi Cements Limited - India
- ICICI Bank Limited - India
- Georgia Ports Authority, United States
- Bangladesh Power Developement Board
- Planning Commission, India
- Ministry of Finance - Indonesia
- Orica Australia Pty. Ltd.
- Edison Trading Spa - Italy
- Offshore Bulk Terminal Pte Ltd, Singapore
- GMR Energy Limited - India
- The State Trading Corporation of India Ltd
- Makarim & Taira - Indonesia
- Central Electricity Authority - India
- Price Waterhouse Coopers - Russia
- Larsen & Toubro Limited - India
- The University of Queensland
- Thai Mozambique Logistica
- Interocean Group of Companies - India
- Altura Mining Limited, Indonesia
- Gujarat Electricity Regulatory Commission - India
- New Zealand Coal & Carbon
- Bharathi Cement Corporation - India
- CIMB Investment Bank - Malaysia
- Energy Link Ltd, New Zealand
- Kepco SPC Power Corporation, Philippines
- Heidelberg Cement - Germany
- Gujarat Mineral Development Corp Ltd - India
- Mercuria Energy - Indonesia
- Metalloyd Limited - United Kingdom
- Siam City Cement - Thailand
- Indonesian Coal Mining Association
- Pendopo Energi Batubara - Indonesia
- Siam City Cement PLC, Thailand
- Orica Mining Services - Indonesia
- GAC Shipping (India) Pvt Ltd
- Baramulti Group, Indonesia
- Bhushan Steel Limited - India
- VISA Power Limited - India
- The Treasury - Australian Government
- Attock Cement Pakistan Limited
- Chettinad Cement Corporation Ltd - India
- Global Green Power PLC Corporation, Philippines
- ASAPP Information Group - India
- Cement Manufacturers Association - India
- Gujarat Sidhee Cement - India
- Agrawal Coal Company - India
- Miang Besar Coal Terminal - Indonesia
- London Commodity Brokers - England
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Mintek Dendrill Indonesia
- Kartika Selabumi Mining - Indonesia
- Antam Resourcindo - Indonesia
- Posco Energy - South Korea
- AsiaOL BioFuels Corp., Philippines
- Electricity Generating Authority of Thailand
- Singapore Mercantile Exchange
- Kalimantan Lumbung Energi - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Borneo Indobara - Indonesia
- TeaM Sual Corporation - Philippines
- Intertek Mineral Services - Indonesia
- Australian Commodity Traders Exchange
- Malabar Cements Ltd - India
- PNOC Exploration Corporation - Philippines
- Medco Energi Mining Internasional
- Star Paper Mills Limited - India
- Essar Steel Hazira Ltd - India
- Bukit Baiduri Energy - Indonesia
- Rashtriya Ispat Nigam Limited - India
- SMC Global Power, Philippines
- Manunggal Multi Energi - Indonesia
- Vedanta Resources Plc - India
- Marubeni Corporation - India
- Maharashtra Electricity Regulatory Commission - India
- Goldman Sachs - Singapore
- SMG Consultants - Indonesia
- Riau Bara Harum - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Ministry of Mines - Canada
- Semirara Mining Corp, Philippines
- Eastern Coal Council - USA
- Sarangani Energy Corporation, Philippines
- Kapuas Tunggal Persada - Indonesia
- Global Coal Blending Company Limited - Australia
- Bulk Trading Sa - Switzerland
- PowerSource Philippines DevCo
- Maheswari Brothers Coal Limited - India
- Indo Tambangraya Megah - Indonesia
- Mercator Lines Limited - India
- Bhoruka Overseas - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- IHS Mccloskey Coal Group - USA
- Kaltim Prima Coal - Indonesia
- Videocon Industries ltd - India
- Banpu Public Company Limited - Thailand
- Central Java Power - Indonesia
- Salva Resources Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Kideco Jaya Agung - Indonesia
- Global Business Power Corporation, Philippines
- White Energy Company Limited
- Jaiprakash Power Ventures ltd
- Kohat Cement Company Ltd. - Pakistan
- Anglo American - United Kingdom
- Electricity Authority, New Zealand
- Lanco Infratech Ltd - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Coastal Gujarat Power Limited - India
- Aditya Birla Group - India
- Rio Tinto Coal - Australia
- Ambuja Cements Ltd - India
- Merrill Lynch Commodities Europe
- Directorate Of Revenue Intelligence - India
- Vijayanagar Sugar Pvt Ltd - India
- Africa Commodities Group - South Africa
- Indogreen Group - Indonesia
- Parry Sugars Refinery, India
- Indika Energy - Indonesia
- MS Steel International - UAE
- Karaikal Port Pvt Ltd - India
- Thiess Contractors Indonesia
- Romanian Commodities Exchange
- Mjunction Services Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Port Waratah Coal Services - Australia
- Sakthi Sugars Limited - India
- Holcim Trading Pte Ltd - Singapore
- San Jose City I Power Corp, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- SN Aboitiz Power Inc, Philippines
- Sinarmas Energy and Mining - Indonesia
- Barasentosa Lestari - Indonesia
- Bukit Makmur.PT - Indonesia
- Coalindo Energy - Indonesia
- Meralco Power Generation, Philippines
- Parliament of New Zealand
- Economic Council, Georgia
- TNB Fuel Sdn Bhd - Malaysia
- Indian Oil Corporation Limited
- Madhucon Powers Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Deloitte Consulting - India
- Semirara Mining and Power Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- CNBM International Corporation - China
- PTC India Limited - India
- Commonwealth Bank - Australia
- Vizag Seaport Private Limited - India
- OPG Power Generation Pvt Ltd - India
- Formosa Plastics Group - Taiwan
- Indian Energy Exchange, India
- Latin American Coal - Colombia
- Straits Asia Resources Limited - Singapore
- Dalmia Cement Bharat India
- Bukit Asam (Persero) Tbk - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Ministry of Transport, Egypt
- Australian Coal Association
- Binh Thuan Hamico - Vietnam
- Uttam Galva Steels Limited - India
- Renaissance Capital - South Africa
- Power Finance Corporation Ltd., India
- Xindia Steels Limited - India
- South Luzon Thermal Energy Corporation
- Alfred C Toepfer International GmbH - Germany
- Aboitiz Power Corporation - Philippines
- Minerals Council of Australia
- Samtan Co., Ltd - South Korea
- Karbindo Abesyapradhi - Indoneisa
- Chamber of Mines of South Africa
- Sojitz Corporation - Japan
- Trasteel International SA, Italy
- European Bulk Services B.V. - Netherlands
- Oldendorff Carriers - Singapore
- Ceylon Electricity Board - Sri Lanka
- Eastern Energy - Thailand
- Kobexindo Tractors - Indoneisa
- Grasim Industreis Ltd - India
- Tata Chemicals Ltd - India
- Ind-Barath Power Infra Limited - India
- Independent Power Producers Association of India
- McConnell Dowell - Australia
- Leighton Contractors Pty Ltd - Australia
- Bahari Cakrawala Sebuku - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- Meenaskhi Energy Private Limited - India
- Petron Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Jorong Barutama Greston.PT - Indonesia
- Sical Logistics Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Wilmar Investment Holdings
- Bayan Resources Tbk. - Indonesia
- Tamil Nadu electricity Board
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Kumho Petrochemical, South Korea
- Standard Chartered Bank - UAE
- Cigading International Bulk Terminal - Indonesia
- Bhatia International Limited - India
- GVK Power & Infra Limited - India
- India Bulls Power Limited - India
- IEA Clean Coal Centre - UK
- Therma Luzon, Inc, Philippines
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