We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Monday, 24 October 16
DRY BULK:MARKET ENDS WEEK WITH MIXED REACTIONS
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities ending with mixed direction as Cape and BDI was declined ...
Thursday, 20 October 16
THE PORT OF NEWCASTLE SHIPPED 16.97 PERCENT MORE COAL IN SEPTEMBER
COALspot.com: The Port of Newcastle, Australia’s major trading ports and the world’s largest coal export port has shipped $AU 1,216.7 m ...
Thursday, 20 October 16
A SUPRAMAX HAVE BEEN FIXED AT $12,500 FOR A INDIA TO BANGLADESH TRIP - FEARNLEYS
Supramax
A bit more activities with modest upturn in rates.
According to Fearnleys weekly report, US Gulf trip to Skaw-Passero has seen cons ...
Wednesday, 19 October 16
THE SHIPPING MARKET IS IN A WAIT AND SEE MODE - INTERMODAL
We are now heading towards the end of a rather volatile 2016 for the dry bulk segment. During the last 10 months there were never any clear indicat ...
Tuesday, 18 October 16
COAL PRICES KEPT CLIMBING
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 ...
|
|
|
Showing 2246 to 2250 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Petrochimia International Co. Ltd.- Taiwan
- OPG Power Generation Pvt Ltd - India
- Bulk Trading Sa - Switzerland
- Karbindo Abesyapradhi - Indoneisa
- Salva Resources Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- Riau Bara Harum - Indonesia
- Videocon Industries ltd - India
- Singapore Mercantile Exchange
- Formosa Plastics Group - Taiwan
- Karaikal Port Pvt Ltd - India
- Edison Trading Spa - Italy
- Metalloyd Limited - United Kingdom
- Mercator Lines Limited - India
- IEA Clean Coal Centre - UK
- Kapuas Tunggal Persada - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Tata Chemicals Ltd - India
- ASAPP Information Group - India
- Meenaskhi Energy Private Limited - India
- Mjunction Services Limited - India
- Energy Link Ltd, New Zealand
- Uttam Galva Steels Limited - India
- Orica Mining Services - Indonesia
- Independent Power Producers Association of India
- Georgia Ports Authority, United States
- Kideco Jaya Agung - Indonesia
- London Commodity Brokers - England
- Deloitte Consulting - India
- Tamil Nadu electricity Board
- Malabar Cements Ltd - India
- LBH Netherlands Bv - Netherlands
- Kohat Cement Company Ltd. - Pakistan
- Australian Commodity Traders Exchange
- Siam City Cement - Thailand
- European Bulk Services B.V. - Netherlands
- Port Waratah Coal Services - Australia
- GMR Energy Limited - India
- Sree Jayajothi Cements Limited - India
- Renaissance Capital - South Africa
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Bangladesh Power Developement Board
- Ministry of Transport, Egypt
- Madhucon Powers Ltd - India
- Grasim Industreis Ltd - India
- Petron Corporation, Philippines
- VISA Power Limited - India
- Miang Besar Coal Terminal - Indonesia
- AsiaOL BioFuels Corp., Philippines
- GVK Power & Infra Limited - India
- ICICI Bank Limited - India
- Kalimantan Lumbung Energi - Indonesia
- Coastal Gujarat Power Limited - India
- Trasteel International SA, Italy
- Standard Chartered Bank - UAE
- Eastern Coal Council - USA
- Cigading International Bulk Terminal - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Global Business Power Corporation, Philippines
- Heidelberg Cement - Germany
- Agrawal Coal Company - India
- PetroVietnam Power Coal Import and Supply Company
- Commonwealth Bank - Australia
- Indogreen Group - Indonesia
- Pendopo Energi Batubara - Indonesia
- Central Electricity Authority - India
- Bukit Makmur.PT - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Semirara Mining Corp, Philippines
- Gujarat Sidhee Cement - India
- Coal and Oil Company - UAE
- TeaM Sual Corporation - Philippines
- Parliament of New Zealand
- PowerSource Philippines DevCo
- Binh Thuan Hamico - Vietnam
- Xindia Steels Limited - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Maharashtra Electricity Regulatory Commission - India
- Borneo Indobara - Indonesia
- Eastern Energy - Thailand
- Indonesian Coal Mining Association
- GAC Shipping (India) Pvt Ltd
- Indian Oil Corporation Limited
- Altura Mining Limited, Indonesia
- Samtan Co., Ltd - South Korea
- Meralco Power Generation, Philippines
- Directorate General of MIneral and Coal - Indonesia
- Globalindo Alam Lestari - Indonesia
- Energy Development Corp, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Straits Asia Resources Limited - Singapore
- Interocean Group of Companies - India
- Oldendorff Carriers - Singapore
- International Coal Ventures Pvt Ltd - India
- Ind-Barath Power Infra Limited - India
- Sarangani Energy Corporation, Philippines
- Wood Mackenzie - Singapore
- IHS Mccloskey Coal Group - USA
- Sojitz Corporation - Japan
- Larsen & Toubro Limited - India
- Krishnapatnam Port Company Ltd. - India
- Romanian Commodities Exchange
- Indika Energy - Indonesia
- Africa Commodities Group - South Africa
- Simpson Spence & Young - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- White Energy Company Limited
- CNBM International Corporation - China
- Bank of Tokyo Mitsubishi UFJ Ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Latin American Coal - Colombia
- Chettinad Cement Corporation Ltd - India
- The Treasury - Australian Government
- Bukit Asam (Persero) Tbk - Indonesia
- CIMB Investment Bank - Malaysia
- Ministry of Mines - Canada
- Cement Manufacturers Association - India
- SMC Global Power, Philippines
- Thai Mozambique Logistica
- McConnell Dowell - Australia
- Intertek Mineral Services - Indonesia
- Makarim & Taira - Indonesia
- Toyota Tsusho Corporation, Japan
- Indian Energy Exchange, India
- Global Green Power PLC Corporation, Philippines
- Aboitiz Power Corporation - Philippines
- Semirara Mining and Power Corporation, Philippines
- Timah Investasi Mineral - Indoneisa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Asmin Koalindo Tuhup - Indonesia
- Mintek Dendrill Indonesia
- Coalindo Energy - Indonesia
- Indo Tambangraya Megah - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Vedanta Resources Plc - India
- Siam City Cement PLC, Thailand
- Rio Tinto Coal - Australia
- Price Waterhouse Coopers - Russia
- Aditya Birla Group - India
- Baramulti Group, Indonesia
- Thiess Contractors Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- PNOC Exploration Corporation - Philippines
- Parry Sugars Refinery, India
- Sindya Power Generating Company Private Ltd
- Bharathi Cement Corporation - India
- Minerals Council of Australia
- Bayan Resources Tbk. - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Ceylon Electricity Board - Sri Lanka
- Sakthi Sugars Limited - India
- Bukit Baiduri Energy - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Electricity Authority, New Zealand
- Essar Steel Hazira Ltd - India
- Electricity Generating Authority of Thailand
- Banpu Public Company Limited - Thailand
- Marubeni Corporation - India
- Power Finance Corporation Ltd., India
- Alfred C Toepfer International GmbH - Germany
- Kaltim Prima Coal - Indonesia
- Medco Energi Mining Internasional
- India Bulls Power Limited - India
- Kepco SPC Power Corporation, Philippines
- Jindal Steel & Power Ltd - India
- Sical Logistics Limited - India
- Savvy Resources Ltd - HongKong
- Ministry of Finance - Indonesia
- New Zealand Coal & Carbon
- Bhatia International Limited - India
- Jaiprakash Power Ventures ltd
- Australian Coal Association
- Global Coal Blending Company Limited - Australia
- Attock Cement Pakistan Limited
- Therma Luzon, Inc, Philippines
- Star Paper Mills Limited - India
- Central Java Power - Indonesia
- Kobexindo Tractors - Indoneisa
- Pipit Mutiara Jaya. PT, Indonesia
- Directorate Of Revenue Intelligence - India
- Anglo American - United Kingdom
- Goldman Sachs - Singapore
- Economic Council, Georgia
- Merrill Lynch Commodities Europe
- Vizag Seaport Private Limited - India
- Planning Commission, India
- Bhoruka Overseas - Indonesia
- Wilmar Investment Holdings
- Ambuja Cements Ltd - India
- San Jose City I Power Corp, Philippines
- Bhushan Steel Limited - India
- Posco Energy - South Korea
- Rashtriya Ispat Nigam Limited - India
- Chamber of Mines of South Africa
- Carbofer General Trading SA - India
- South Luzon Thermal Energy Corporation
- Maheswari Brothers Coal Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Orica Australia Pty. Ltd.
- PTC India Limited - India
- The State Trading Corporation of India Ltd
- Sinarmas Energy and Mining - Indonesia
- Antam Resourcindo - Indonesia
- The University of Queensland
- SMG Consultants - Indonesia
- Iligan Light & Power Inc, Philippines
- Kumho Petrochemical, South Korea
- Kartika Selabumi Mining - Indonesia
- Dalmia Cement Bharat India
- Barasentosa Lestari - Indonesia
- Manunggal Multi Energi - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Mercuria Energy - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Lanco Infratech Ltd - India
- MS Steel International - UAE
|
| |
| |
|
