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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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Wednesday, 26 October 16
SHIPPING MARKET INSIGHT - KONSTANTINOS KONTOMICHIS
If the finale of a thriller movie finds the leading actor successfully surviving after all the sacrifices he has made, the audience presumes this t ...
Tuesday, 25 October 16
INDONESIAN COAL PRICES MARCH HIGHER CONTINUES
COALspot.com: A rally in thermal coal prices over the past few months, after years of decline, is still continuing and it is expected to rally at l ...
Tuesday, 25 October 16
THINGS ARE SLOWLY STARTING TO IMPROVE AS CORRECTIONS ARE MADE - ALLIED
It seems as though left, right and centre, all we see nowadays is the word “restructuring”.
There is restructuring amongst bankers ...
Monday, 24 October 16
KOMIPO INVITES BIDS FOR 0.78 MILLION TONS OF BITUMINOUS COAL
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued a new tender for 780,000 Metric Tons of Bituminous Coal for its B ...
Monday, 24 October 16
U.S WEEKLY COAL PRODUCTION DECLINED 3.2% TO 16 MMST WEEK OVER WEEK
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16 million short tons ...
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- GVK Power & Infra Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Parry Sugars Refinery, India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ministry of Finance - Indonesia
- Kaltim Prima Coal - Indonesia
- Australian Coal Association
- IEA Clean Coal Centre - UK
- PNOC Exploration Corporation - Philippines
- Neyveli Lignite Corporation Ltd, - India
- Binh Thuan Hamico - Vietnam
- Semirara Mining and Power Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Kobexindo Tractors - Indoneisa
- Petrochimia International Co. Ltd.- Taiwan
- San Jose City I Power Corp, Philippines
- Iligan Light & Power Inc, Philippines
- Vedanta Resources Plc - India
- Gujarat Mineral Development Corp Ltd - India
- Indonesian Coal Mining Association
- Bukit Asam (Persero) Tbk - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- The University of Queensland
- Posco Energy - South Korea
- Global Coal Blending Company Limited - Australia
- LBH Netherlands Bv - Netherlands
- Siam City Cement PLC, Thailand
- The Treasury - Australian Government
- European Bulk Services B.V. - Netherlands
- Mercator Lines Limited - India
- Formosa Plastics Group - Taiwan
- Larsen & Toubro Limited - India
- Leighton Contractors Pty Ltd - Australia
- Manunggal Multi Energi - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Sojitz Corporation - Japan
- Standard Chartered Bank - UAE
- Georgia Ports Authority, United States
- Pipit Mutiara Jaya. PT, Indonesia
- Uttam Galva Steels Limited - India
- Central Electricity Authority - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Antam Resourcindo - Indonesia
- Bhatia International Limited - India
- Directorate General of MIneral and Coal - Indonesia
- ICICI Bank Limited - India
- Altura Mining Limited, Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Jorong Barutama Greston.PT - Indonesia
- Bhoruka Overseas - Indonesia
- Wood Mackenzie - Singapore
- Gujarat Electricity Regulatory Commission - India
- Indo Tambangraya Megah - Indonesia
- McConnell Dowell - Australia
- Globalindo Alam Lestari - Indonesia
- Gujarat Sidhee Cement - India
- Billiton Holdings Pty Ltd - Australia
- Coastal Gujarat Power Limited - India
- Planning Commission, India
- Kohat Cement Company Ltd. - Pakistan
- Kalimantan Lumbung Energi - Indonesia
- Xindia Steels Limited - India
- Sindya Power Generating Company Private Ltd
- Bharathi Cement Corporation - India
- Electricity Authority, New Zealand
- Singapore Mercantile Exchange
- Madhucon Powers Ltd - India
- South Luzon Thermal Energy Corporation
- Sree Jayajothi Cements Limited - India
- Orica Australia Pty. Ltd.
- Tamil Nadu electricity Board
- Trasteel International SA, Italy
- Ceylon Electricity Board - Sri Lanka
- Heidelberg Cement - Germany
- Ind-Barath Power Infra Limited - India
- IHS Mccloskey Coal Group - USA
- Indian Oil Corporation Limited
- Indogreen Group - Indonesia
- Mercuria Energy - Indonesia
- Aditya Birla Group - India
- Africa Commodities Group - South Africa
- Banpu Public Company Limited - Thailand
- VISA Power Limited - India
- Bukit Makmur.PT - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Petron Corporation, Philippines
- Riau Bara Harum - Indonesia
- Star Paper Mills Limited - India
- Central Java Power - Indonesia
- Mintek Dendrill Indonesia
- Independent Power Producers Association of India
- Aboitiz Power Corporation - Philippines
- Merrill Lynch Commodities Europe
- Makarim & Taira - Indonesia
- PTC India Limited - India
- Straits Asia Resources Limited - Singapore
- Oldendorff Carriers - Singapore
- Directorate Of Revenue Intelligence - India
- Maharashtra Electricity Regulatory Commission - India
- Kepco SPC Power Corporation, Philippines
- Eastern Coal Council - USA
- Meralco Power Generation, Philippines
- Medco Energi Mining Internasional
- Edison Trading Spa - Italy
- London Commodity Brokers - England
- Commonwealth Bank - Australia
- Deloitte Consulting - India
- Bangladesh Power Developement Board
- Carbofer General Trading SA - India
- Baramulti Group, Indonesia
- Tata Chemicals Ltd - India
- CNBM International Corporation - China
- Metalloyd Limited - United Kingdom
- Wilmar Investment Holdings
- Holcim Trading Pte Ltd - Singapore
- Orica Mining Services - Indonesia
- Thiess Contractors Indonesia
- Dalmia Cement Bharat India
- Bayan Resources Tbk. - Indonesia
- Anglo American - United Kingdom
- Attock Cement Pakistan Limited
- Thai Mozambique Logistica
- Global Green Power PLC Corporation, Philippines
- Meenaskhi Energy Private Limited - India
- White Energy Company Limited
- Indian Energy Exchange, India
- Economic Council, Georgia
- Kideco Jaya Agung - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Electricity Generating Authority of Thailand
- Bhushan Steel Limited - India
- Parliament of New Zealand
- Timah Investasi Mineral - Indoneisa
- Rio Tinto Coal - Australia
- GMR Energy Limited - India
- TeaM Sual Corporation - Philippines
- Ministry of Transport, Egypt
- GAC Shipping (India) Pvt Ltd
- Mjunction Services Limited - India
- Pendopo Energi Batubara - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Bukit Baiduri Energy - Indonesia
- Energy Development Corp, Philippines
- Power Finance Corporation Ltd., India
- Australian Commodity Traders Exchange
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Asmin Koalindo Tuhup - Indonesia
- The State Trading Corporation of India Ltd
- Price Waterhouse Coopers - Russia
- Ministry of Mines - Canada
- Semirara Mining Corp, Philippines
- Sarangani Energy Corporation, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- Therma Luzon, Inc, Philippines
- Kartika Selabumi Mining - Indonesia
- International Coal Ventures Pvt Ltd - India
- Intertek Mineral Services - Indonesia
- Essar Steel Hazira Ltd - India
- Toyota Tsusho Corporation, Japan
- Alfred C Toepfer International GmbH - Germany
- Grasim Industreis Ltd - India
- India Bulls Power Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Videocon Industries ltd - India
- Interocean Group of Companies - India
- PetroVietnam Power Coal Import and Supply Company
- Sical Logistics Limited - India
- SMC Global Power, Philippines
- AsiaOL BioFuels Corp., Philippines
- Ambuja Cements Ltd - India
- ASAPP Information Group - India
- Indika Energy - Indonesia
- Coalindo Energy - Indonesia
- Vizag Seaport Private Limited - India
- Chettinad Cement Corporation Ltd - India
- Agrawal Coal Company - India
- Latin American Coal - Colombia
- Maheswari Brothers Coal Limited - India
- Samtan Co., Ltd - South Korea
- Kumho Petrochemical, South Korea
- Malabar Cements Ltd - India
- PowerSource Philippines DevCo
- Goldman Sachs - Singapore
- CIMB Investment Bank - Malaysia
- Renaissance Capital - South Africa
- Jindal Steel & Power Ltd - India
- Simpson Spence & Young - Indonesia
- Savvy Resources Ltd - HongKong
- Global Business Power Corporation, Philippines
- Borneo Indobara - Indonesia
- Sinarmas Energy and Mining - Indonesia
- Bulk Trading Sa - Switzerland
- Energy Link Ltd, New Zealand
- Cement Manufacturers Association - India
- Krishnapatnam Port Company Ltd. - India
- Marubeni Corporation - India
- Lanco Infratech Ltd - India
- Salva Resources Pvt Ltd - India
- Romanian Commodities Exchange
- Coal and Oil Company - UAE
- GN Power Mariveles Coal Plant, Philippines
- Barasentosa Lestari - Indonesia
- SMG Consultants - Indonesia
- OPG Power Generation Pvt Ltd - India
- Karaikal Port Pvt Ltd - India
- Chamber of Mines of South Africa
- Siam City Cement - Thailand
- Offshore Bulk Terminal Pte Ltd, Singapore
- Port Waratah Coal Services - Australia
- SN Aboitiz Power Inc, Philippines
- Minerals Council of Australia
- Sakthi Sugars Limited - India
- MS Steel International - UAE
- Jaiprakash Power Ventures ltd
- Eastern Energy - Thailand
- New Zealand Coal & Carbon
- Rashtriya Ispat Nigam Limited - India
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