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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, 31 October 16
INDONESIAN 5000 GAR COAL ROSE 5.56% WEEK OVER WEEK - CS COAL INDEX
COALspot.com: The price for thermal coal has recovered substantially since April 2016. The China’s new policy on its domestic coal miners, th ...
Friday, 28 October 16
STEAM COAL IMPORTS: CHINA AND INDIA'S ROLE REVERSALS - BEN TRIMMEL
While a sharp decline in European imports is a key driver of the expected fall in steam coal trade this year, China and India remain leading actors ...
Friday, 28 October 16
U.S. WEEKLY COAL OUTPUT ROSE DURING THE WEEK ENDING OCTOBER 22 - EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16.5 million short ton ...
Thursday, 27 October 16
73.08 PERCENT OF COAL PRODUCERS PREDICTED INDIA WILL NOT STOP COAL IMPORTS IN 2 TO 3 YEARS - POLL
COALspot released its weekly opinion poll "How likely do you think India will STOP thermal coal imports in 2-3 years?" this Monday.
...
Thursday, 27 October 16
PANAMAX: FIRM ATLANTIC; TOPPISH PACIFIC - FEARNLEYS
Supramax
The trend from last week is passed on. ECSA still strong with Supras from N Brazil to Med fixed at $9,000 to $9,500 daily.
Accordin ...
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- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kumho Petrochemical, South Korea
- Planning Commission, India
- Kaltim Prima Coal - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Rio Tinto Coal - Australia
- Malabar Cements Ltd - India
- Eastern Coal Council - USA
- Riau Bara Harum - Indonesia
- Borneo Indobara - Indonesia
- Renaissance Capital - South Africa
- Uttam Galva Steels Limited - India
- Parry Sugars Refinery, India
- Indogreen Group - Indonesia
- Star Paper Mills Limited - India
- Sindya Power Generating Company Private Ltd
- CNBM International Corporation - China
- Bhatia International Limited - India
- Carbofer General Trading SA - India
- Madhucon Powers Ltd - India
- Mjunction Services Limited - India
- Bukit Makmur.PT - Indonesia
- Vizag Seaport Private Limited - India
- Heidelberg Cement - Germany
- Medco Energi Mining Internasional
- Toyota Tsusho Corporation, Japan
- Bukit Asam (Persero) Tbk - Indonesia
- Savvy Resources Ltd - HongKong
- Binh Thuan Hamico - Vietnam
- Makarim & Taira - Indonesia
- Simpson Spence & Young - Indonesia
- Wood Mackenzie - Singapore
- The Treasury - Australian Government
- Interocean Group of Companies - India
- Miang Besar Coal Terminal - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Economic Council, Georgia
- Standard Chartered Bank - UAE
- Kartika Selabumi Mining - Indonesia
- Sakthi Sugars Limited - India
- Central Java Power - Indonesia
- White Energy Company Limited
- Ceylon Electricity Board - Sri Lanka
- Ministry of Finance - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Videocon Industries ltd - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Coal and Oil Company - UAE
- Meenaskhi Energy Private Limited - India
- Cement Manufacturers Association - India
- Edison Trading Spa - Italy
- Maheswari Brothers Coal Limited - India
- Metalloyd Limited - United Kingdom
- Jindal Steel & Power Ltd - India
- New Zealand Coal & Carbon
- Electricity Generating Authority of Thailand
- Global Coal Blending Company Limited - Australia
- Bhoruka Overseas - Indonesia
- European Bulk Services B.V. - Netherlands
- Salva Resources Pvt Ltd - India
- Indika Energy - Indonesia
- Petron Corporation, Philippines
- Coalindo Energy - Indonesia
- Holcim Trading Pte Ltd - Singapore
- San Jose City I Power Corp, Philippines
- Intertek Mineral Services - Indonesia
- Power Finance Corporation Ltd., India
- PNOC Exploration Corporation - Philippines
- Ind-Barath Power Infra Limited - India
- Formosa Plastics Group - Taiwan
- GVK Power & Infra Limited - India
- McConnell Dowell - Australia
- Ministry of Transport, Egypt
- Samtan Co., Ltd - South Korea
- International Coal Ventures Pvt Ltd - India
- Lanco Infratech Ltd - India
- The State Trading Corporation of India Ltd
- Pipit Mutiara Jaya. PT, Indonesia
- Kapuas Tunggal Persada - Indonesia
- Tamil Nadu electricity Board
- Globalindo Alam Lestari - Indonesia
- IEA Clean Coal Centre - UK
- Bayan Resources Tbk. - Indonesia
- Sree Jayajothi Cements Limited - India
- Semirara Mining and Power Corporation, Philippines
- Independent Power Producers Association of India
- Dalmia Cement Bharat India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Commonwealth Bank - Australia
- Trasteel International SA, Italy
- Rashtriya Ispat Nigam Limited - India
- Marubeni Corporation - India
- South Luzon Thermal Energy Corporation
- Central Electricity Authority - India
- Asmin Koalindo Tuhup - Indonesia
- Wilmar Investment Holdings
- Jorong Barutama Greston.PT - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Orica Mining Services - Indonesia
- ASAPP Information Group - India
- Neyveli Lignite Corporation Ltd, - India
- Antam Resourcindo - Indonesia
- Banpu Public Company Limited - Thailand
- Kepco SPC Power Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- Semirara Mining Corp, Philippines
- Timah Investasi Mineral - Indoneisa
- SMG Consultants - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Kideco Jaya Agung - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Mercuria Energy - Indonesia
- Larsen & Toubro Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Thiess Contractors Indonesia
- GMR Energy Limited - India
- Indian Energy Exchange, India
- Global Green Power PLC Corporation, Philippines
- Indonesian Coal Mining Association
- GAC Shipping (India) Pvt Ltd
- Siam City Cement - Thailand
- SMC Global Power, Philippines
- Grasim Industreis Ltd - India
- Mercator Lines Limited - India
- Indian Oil Corporation Limited
- Maharashtra Electricity Regulatory Commission - India
- Oldendorff Carriers - Singapore
- Orica Australia Pty. Ltd.
- IHS Mccloskey Coal Group - USA
- Karaikal Port Pvt Ltd - India
- Attock Cement Pakistan Limited
- PTC India Limited - India
- Cigading International Bulk Terminal - Indonesia
- Pendopo Energi Batubara - Indonesia
- Bangladesh Power Developement Board
- Global Business Power Corporation, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Romanian Commodities Exchange
- Baramulti Group, Indonesia
- GN Power Mariveles Coal Plant, Philippines
- Iligan Light & Power Inc, Philippines
- OPG Power Generation Pvt Ltd - India
- Chamber of Mines of South Africa
- Jaiprakash Power Ventures ltd
- India Bulls Power Limited - India
- Vedanta Resources Plc - India
- Latin American Coal - Colombia
- Gujarat Sidhee Cement - India
- Minerals Council of Australia
- Port Waratah Coal Services - Australia
- TeaM Sual Corporation - Philippines
- Merrill Lynch Commodities Europe
- Electricity Authority, New Zealand
- Australian Coal Association
- Essar Steel Hazira Ltd - India
- Barasentosa Lestari - Indonesia
- Aditya Birla Group - India
- The University of Queensland
- Singapore Mercantile Exchange
- Price Waterhouse Coopers - Russia
- Sical Logistics Limited - India
- Chettinad Cement Corporation Ltd - India
- Deloitte Consulting - India
- Bharathi Cement Corporation - India
- Indo Tambangraya Megah - Indonesia
- Mintek Dendrill Indonesia
- Manunggal Multi Energi - Indonesia
- Aboitiz Power Corporation - Philippines
- Ambuja Cements Ltd - India
- Posco Energy - South Korea
- CIMB Investment Bank - Malaysia
- Goldman Sachs - Singapore
- PowerSource Philippines DevCo
- Australian Commodity Traders Exchange
- Energy Link Ltd, New Zealand
- Billiton Holdings Pty Ltd - Australia
- Tata Chemicals Ltd - India
- Altura Mining Limited, Indonesia
- Parliament of New Zealand
- Africa Commodities Group - South Africa
- PetroVietnam Power Coal Import and Supply Company
- AsiaOL BioFuels Corp., Philippines
- Agrawal Coal Company - India
- ICICI Bank Limited - India
- Leighton Contractors Pty Ltd - Australia
- TNB Fuel Sdn Bhd - Malaysia
- Directorate Of Revenue Intelligence - India
- Therma Luzon, Inc, Philippines
- Eastern Energy - Thailand
- Kohat Cement Company Ltd. - Pakistan
- Kobexindo Tractors - Indoneisa
- Thai Mozambique Logistica
- Meralco Power Generation, Philippines
- Bhushan Steel Limited - India
- Bulk Trading Sa - Switzerland
- Siam City Cement PLC, Thailand
- Ministry of Mines - Canada
- Sarangani Energy Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- MS Steel International - UAE
- Sojitz Corporation - Japan
- London Commodity Brokers - England
- Georgia Ports Authority, United States
- Kalimantan Lumbung Energi - Indonesia
- VISA Power Limited - India
- Anglo American - United Kingdom
- Energy Development Corp, Philippines
- Straits Asia Resources Limited - Singapore
- SN Aboitiz Power Inc, Philippines
- Coastal Gujarat Power Limited - India
- Xindia Steels Limited - India
- Alfred C Toepfer International GmbH - Germany
- Directorate General of MIneral and Coal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
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