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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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Monday, 21 November 16
CHINA IS ESTIMATED TO SEE HIGHEST IMPORTED COAL DEMAND LEVEL IN 2017, POLL SAYS
“Which country is estimated to see highest imported coal demand level in 2017?”
The on-line opinion poll conducted by COALsp ...
Monday, 21 November 16
KOMIPO IS LOOKING FOR 140K MT OF SUB-BITUMINOUS COAL FOR FEB-MAR 2017 LOADING
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued a new tender for 140,000 Metric Tons of Sub-Bituminous coal for i ...
Monday, 21 November 16
BALTIC DRY INDEX SURGES TO 1257 POINTS W/E 18 NOV; BPI ROSE 37.3% W/W
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities rally continues this past week and ending on a positive n ...
Friday, 18 November 16
CAPESIZE: THE COMMODITIES PRICES ARE INCREASING, RESULTING IN MORE DEMAND AND CONSEQUENTLY RATES ARE MAKING A BIG JUMP - FEARNLEYS
Supramax
Apart from booming S. Africa where owners have obtained USD 14-15k to MEG/India and around mid USD 12k to China, the Pacific market has ...
Friday, 18 November 16
U.S. WEEKLY COAL PRODUCTION TOTALS 16.8 MMST, DOWN 0.8%, SAYS EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16.8 million short ton ...
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- Asia Pacific Energy Resources Ventures Inc, Philippines
- Riau Bara Harum - Indonesia
- Antam Resourcindo - Indonesia
- Ministry of Finance - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Chamber of Mines of South Africa
- Offshore Bulk Terminal Pte Ltd, Singapore
- SMC Global Power, Philippines
- San Jose City I Power Corp, Philippines
- Bangladesh Power Developement Board
- Therma Luzon, Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Larsen & Toubro Limited - India
- Energy Development Corp, Philippines
- Tata Chemicals Ltd - India
- Marubeni Corporation - India
- PNOC Exploration Corporation - Philippines
- GMR Energy Limited - India
- Gujarat Sidhee Cement - India
- International Coal Ventures Pvt Ltd - India
- Toyota Tsusho Corporation, Japan
- Central Electricity Authority - India
- CIMB Investment Bank - Malaysia
- Planning Commission, India
- Kideco Jaya Agung - Indonesia
- Cement Manufacturers Association - India
- Barasentosa Lestari - Indonesia
- Aditya Birla Group - India
- Sinarmas Energy and Mining - Indonesia
- GAC Shipping (India) Pvt Ltd
- Bhatia International Limited - India
- The Treasury - Australian Government
- Orica Mining Services - Indonesia
- Eastern Energy - Thailand
- Ministry of Mines - Canada
- Power Finance Corporation Ltd., India
- Global Business Power Corporation, Philippines
- Dalmia Cement Bharat India
- Sical Logistics Limited - India
- Borneo Indobara - Indonesia
- Globalindo Alam Lestari - Indonesia
- Independent Power Producers Association of India
- Rio Tinto Coal - Australia
- The University of Queensland
- White Energy Company Limited
- AsiaOL BioFuels Corp., Philippines
- Essar Steel Hazira Ltd - India
- Metalloyd Limited - United Kingdom
- Rashtriya Ispat Nigam Limited - India
- European Bulk Services B.V. - Netherlands
- Maheswari Brothers Coal Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Trasteel International SA, Italy
- Bukit Baiduri Energy - Indonesia
- Semirara Mining Corp, Philippines
- Indian Oil Corporation Limited
- Makarim & Taira - Indonesia
- Sree Jayajothi Cements Limited - India
- Indonesian Coal Mining Association
- Vedanta Resources Plc - India
- Pendopo Energi Batubara - Indonesia
- Deloitte Consulting - India
- VISA Power Limited - India
- Ambuja Cements Ltd - India
- Ceylon Electricity Board - Sri Lanka
- MS Steel International - UAE
- Kaltim Prima Coal - Indonesia
- Posco Energy - South Korea
- Indogreen Group - Indonesia
- Coal and Oil Company - UAE
- Bukit Asam (Persero) Tbk - Indonesia
- Bulk Trading Sa - Switzerland
- Global Green Power PLC Corporation, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Siam City Cement PLC, Thailand
- Madhucon Powers Ltd - India
- Interocean Group of Companies - India
- Mjunction Services Limited - India
- Billiton Holdings Pty Ltd - Australia
- CNBM International Corporation - China
- Neyveli Lignite Corporation Ltd, - India
- The State Trading Corporation of India Ltd
- Mintek Dendrill Indonesia
- TeaM Sual Corporation - Philippines
- Intertek Mineral Services - Indonesia
- Savvy Resources Ltd - HongKong
- Vijayanagar Sugar Pvt Ltd - India
- New Zealand Coal & Carbon
- Siam City Cement - Thailand
- Energy Link Ltd, New Zealand
- Parry Sugars Refinery, India
- Kepco SPC Power Corporation, Philippines
- Grasim Industreis Ltd - India
- Petron Corporation, Philippines
- Manunggal Multi Energi - Indonesia
- Kartika Selabumi Mining - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Ind-Barath Power Infra Limited - India
- Attock Cement Pakistan Limited
- SMG Consultants - Indonesia
- Economic Council, Georgia
- Bayan Resources Tbk. - Indonesia
- Latin American Coal - Colombia
- Directorate Of Revenue Intelligence - India
- Indian Energy Exchange, India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Asmin Koalindo Tuhup - Indonesia
- Semirara Mining and Power Corporation, Philippines
- Samtan Co., Ltd - South Korea
- Anglo American - United Kingdom
- Kapuas Tunggal Persada - Indonesia
- Minerals Council of Australia
- Australian Coal Association
- Medco Energi Mining Internasional
- Straits Asia Resources Limited - Singapore
- ASAPP Information Group - India
- Jaiprakash Power Ventures ltd
- Agrawal Coal Company - India
- Salva Resources Pvt Ltd - India
- Xindia Steels Limited - India
- Commonwealth Bank - Australia
- Krishnapatnam Port Company Ltd. - India
- Pipit Mutiara Jaya. PT, Indonesia
- Heidelberg Cement - Germany
- Vizag Seaport Private Limited - India
- Tamil Nadu electricity Board
- Global Coal Blending Company Limited - Australia
- Miang Besar Coal Terminal - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- TNB Fuel Sdn Bhd - Malaysia
- Simpson Spence & Young - Indonesia
- Uttam Galva Steels Limited - India
- LBH Netherlands Bv - Netherlands
- Petrochimia International Co. Ltd.- Taiwan
- Kobexindo Tractors - Indoneisa
- Videocon Industries ltd - India
- Sojitz Corporation - Japan
- ICICI Bank Limited - India
- Bharathi Cement Corporation - India
- Thai Mozambique Logistica
- Mercuria Energy - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Malabar Cements Ltd - India
- London Commodity Brokers - England
- PowerSource Philippines DevCo
- Chettinad Cement Corporation Ltd - India
- South Luzon Thermal Energy Corporation
- Karaikal Port Pvt Ltd - India
- Electricity Authority, New Zealand
- Kohat Cement Company Ltd. - Pakistan
- Merrill Lynch Commodities Europe
- Sakthi Sugars Limited - India
- OPG Power Generation Pvt Ltd - India
- Bhushan Steel Limited - India
- Iligan Light & Power Inc, Philippines
- Baramulti Group, Indonesia
- IEA Clean Coal Centre - UK
- Standard Chartered Bank - UAE
- Georgia Ports Authority, United States
- Wilmar Investment Holdings
- Star Paper Mills Limited - India
- Banpu Public Company Limited - Thailand
- Price Waterhouse Coopers - Russia
- Meenaskhi Energy Private Limited - India
- India Bulls Power Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Goldman Sachs - Singapore
- Central Java Power - Indonesia
- Indo Tambangraya Megah - Indonesia
- Binh Thuan Hamico - Vietnam
- Africa Commodities Group - South Africa
- Timah Investasi Mineral - Indoneisa
- Thiess Contractors Indonesia
- Formosa Plastics Group - Taiwan
- Parliament of New Zealand
- McConnell Dowell - Australia
- PTC India Limited - India
- Bhoruka Overseas - Indonesia
- Ministry of Transport, Egypt
- Romanian Commodities Exchange
- Coastal Gujarat Power Limited - India
- SN Aboitiz Power Inc, Philippines
- Carbofer General Trading SA - India
- Holcim Trading Pte Ltd - Singapore
- Mercator Lines Limited - India
- Indika Energy - Indonesia
- Australian Commodity Traders Exchange
- Sarangani Energy Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- GVK Power & Infra Limited - India
- IHS Mccloskey Coal Group - USA
- Lanco Infratech Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Electricity Generating Authority of Thailand
- Oldendorff Carriers - Singapore
- Singapore Mercantile Exchange
- Edison Trading Spa - Italy
- Leighton Contractors Pty Ltd - Australia
- Altura Mining Limited, Indonesia
- Orica Australia Pty. Ltd.
- Jindal Steel & Power Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Coalindo Energy - Indonesia
- Renaissance Capital - South Africa
- Kumho Petrochemical, South Korea
- Bukit Makmur.PT - Indonesia
- Aboitiz Power Corporation - Philippines
- Wood Mackenzie - Singapore
- Eastern Coal Council - USA
- Sindya Power Generating Company Private Ltd
- Gujarat Electricity Regulatory Commission - India
- Port Waratah Coal Services - Australia
- Meralco Power Generation, Philippines
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