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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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Friday, 07 October 16
CEYLON SHIPPING CORPORATION HAS TAKEN DELIVERY OF COAL CARRIER MV.CEYLON PRINCESS
Sri Lanka’s Ceylon Shipping Corporation (CSC) has taken delivery of its second newly built bulk carrier for the transportation of coal to pow ...
Friday, 07 October 16
U.S. YEAR-TO-DATE COAL PRODUCTION TOTALLED AN ESTIMATED 540.5 MMST; DOWN 21.9% Y-O-Y, SAYS EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16.7 million short ton ...
Thursday, 06 October 16
SHIPS IN PACIFIC ACHIEVE JUST ABOVE $10K DAILY FOR A BRAZIL ROUND VOYAGE - FEARNLEYS
Supramax
Slower week with limited activity due to holidays in the East. Mixed feelings within different markets, with slight downturn in Pacific ...
Wednesday, 05 October 16
OPEC TO SHUT OFF MORE THAN 6 PERCENT OF ITS PRODUCTION; MIXED FEELING AMONGST TRADERS - ALLIED
OPEC recent accord to shut off more than 6 percent of its production this past week has been met with mixed feeling amongst traders. As we mo ...
Wednesday, 05 October 16
SHIPPING MARKET INSIGHT
On September 27th the OPEC petroleum and energy ministers arrived in Algeria to attend the International Energy Forum, which brought together produ ...
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- Barasentosa Lestari - Indonesia
- Lanco Infratech Ltd - India
- Bulk Trading Sa - Switzerland
- London Commodity Brokers - England
- OPG Power Generation Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Renaissance Capital - South Africa
- Rashtriya Ispat Nigam Limited - India
- The University of Queensland
- ICICI Bank Limited - India
- Medco Energi Mining Internasional
- IEA Clean Coal Centre - UK
- LBH Netherlands Bv - Netherlands
- Kideco Jaya Agung - Indonesia
- European Bulk Services B.V. - Netherlands
- Essar Steel Hazira Ltd - India
- Mercuria Energy - Indonesia
- Minerals Council of Australia
- Holcim Trading Pte Ltd - Singapore
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bharathi Cement Corporation - India
- Sinarmas Energy and Mining - Indonesia
- Savvy Resources Ltd - HongKong
- Riau Bara Harum - Indonesia
- San Jose City I Power Corp, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- PNOC Exploration Corporation - Philippines
- MS Steel International - UAE
- Thiess Contractors Indonesia
- Bukit Baiduri Energy - Indonesia
- Standard Chartered Bank - UAE
- Xindia Steels Limited - India
- The State Trading Corporation of India Ltd
- GAC Shipping (India) Pvt Ltd
- Ministry of Mines - Canada
- Timah Investasi Mineral - Indoneisa
- The Treasury - Australian Government
- SMG Consultants - Indonesia
- Attock Cement Pakistan Limited
- Star Paper Mills Limited - India
- ASAPP Information Group - India
- Semirara Mining Corp, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Mercator Lines Limited - India
- Meralco Power Generation, Philippines
- Bukit Makmur.PT - Indonesia
- Siam City Cement - Thailand
- Bangladesh Power Developement Board
- Madhucon Powers Ltd - India
- Price Waterhouse Coopers - Russia
- Energy Development Corp, Philippines
- Iligan Light & Power Inc, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Maharashtra Electricity Regulatory Commission - India
- CIMB Investment Bank - Malaysia
- Vijayanagar Sugar Pvt Ltd - India
- Electricity Generating Authority of Thailand
- Pipit Mutiara Jaya. PT, Indonesia
- Port Waratah Coal Services - Australia
- Sree Jayajothi Cements Limited - India
- Antam Resourcindo - Indonesia
- Ministry of Finance - Indonesia
- Goldman Sachs - Singapore
- Semirara Mining and Power Corporation, Philippines
- Cigading International Bulk Terminal - Indonesia
- Eastern Energy - Thailand
- Videocon Industries ltd - India
- Gujarat Sidhee Cement - India
- PTC India Limited - India
- Vedanta Resources Plc - India
- PetroVietnam Power Coal Import and Supply Company
- Metalloyd Limited - United Kingdom
- Indian Energy Exchange, India
- Therma Luzon, Inc, Philippines
- Global Green Power PLC Corporation, Philippines
- Interocean Group of Companies - India
- Orica Mining Services - Indonesia
- Larsen & Toubro Limited - India
- Australian Commodity Traders Exchange
- Bahari Cakrawala Sebuku - Indonesia
- Electricity Authority, New Zealand
- Meenaskhi Energy Private Limited - India
- McConnell Dowell - Australia
- Makarim & Taira - Indonesia
- Borneo Indobara - Indonesia
- Cement Manufacturers Association - India
- Posco Energy - South Korea
- Samtan Co., Ltd - South Korea
- Sical Logistics Limited - India
- GN Power Mariveles Coal Plant, Philippines
- Orica Australia Pty. Ltd.
- Formosa Plastics Group - Taiwan
- Bayan Resources Tbk. - Indonesia
- Krishnapatnam Port Company Ltd. - India
- White Energy Company Limited
- Kumho Petrochemical, South Korea
- Aditya Birla Group - India
- Rio Tinto Coal - Australia
- Altura Mining Limited, Indonesia
- Bhushan Steel Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Kohat Cement Company Ltd. - Pakistan
- Thai Mozambique Logistica
- Mintek Dendrill Indonesia
- Indonesian Coal Mining Association
- Agrawal Coal Company - India
- Malabar Cements Ltd - India
- Simpson Spence & Young - Indonesia
- Wood Mackenzie - Singapore
- Toyota Tsusho Corporation, Japan
- TNB Fuel Sdn Bhd - Malaysia
- Parry Sugars Refinery, India
- Vizag Seaport Private Limited - India
- IHS Mccloskey Coal Group - USA
- Sarangani Energy Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Coal and Oil Company - UAE
- Sojitz Corporation - Japan
- Edison Trading Spa - Italy
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Carbofer General Trading SA - India
- Grasim Industreis Ltd - India
- Coalindo Energy - Indonesia
- Straits Asia Resources Limited - Singapore
- Parliament of New Zealand
- Ambuja Cements Ltd - India
- Kepco SPC Power Corporation, Philippines
- Wilmar Investment Holdings
- Marubeni Corporation - India
- Kapuas Tunggal Persada - Indonesia
- TeaM Sual Corporation - Philippines
- Alfred C Toepfer International GmbH - Germany
- Salva Resources Pvt Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Tamil Nadu electricity Board
- Merrill Lynch Commodities Europe
- Chamber of Mines of South Africa
- Ceylon Electricity Board - Sri Lanka
- Bhatia International Limited - India
- Neyveli Lignite Corporation Ltd, - India
- Siam City Cement PLC, Thailand
- Central Java Power - Indonesia
- Dalmia Cement Bharat India
- SMC Global Power, Philippines
- Globalindo Alam Lestari - Indonesia
- Singapore Mercantile Exchange
- Kaltim Prima Coal - Indonesia
- Jaiprakash Power Ventures ltd
- Ind-Barath Power Infra Limited - India
- Tata Chemicals Ltd - India
- Global Coal Blending Company Limited - Australia
- Anglo American - United Kingdom
- Planning Commission, India
- Sindya Power Generating Company Private Ltd
- VISA Power Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Eastern Coal Council - USA
- AsiaOL BioFuels Corp., Philippines
- Jorong Barutama Greston.PT - Indonesia
- Aboitiz Power Corporation - Philippines
- Manunggal Multi Energi - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Trasteel International SA, Italy
- Heidelberg Cement - Germany
- Jindal Steel & Power Ltd - India
- International Coal Ventures Pvt Ltd - India
- Latin American Coal - Colombia
- Gujarat Mineral Development Corp Ltd - India
- South Luzon Thermal Energy Corporation
- Economic Council, Georgia
- Commonwealth Bank - Australia
- Ministry of Transport, Egypt
- Directorate General of MIneral and Coal - Indonesia
- Sakthi Sugars Limited - India
- Uttam Galva Steels Limited - India
- SN Aboitiz Power Inc, Philippines
- New Zealand Coal & Carbon
- Indogreen Group - Indonesia
- Chettinad Cement Corporation Ltd - India
- Global Business Power Corporation, Philippines
- GVK Power & Infra Limited - India
- Banpu Public Company Limited - Thailand
- PowerSource Philippines DevCo
- Central Electricity Authority - India
- Indian Oil Corporation Limited
- Romanian Commodities Exchange
- Maheswari Brothers Coal Limited - India
- Bhoruka Overseas - Indonesia
- GMR Energy Limited - India
- India Bulls Power Limited - India
- Power Finance Corporation Ltd., India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Baramulti Group, Indonesia
- Intertek Mineral Services - Indonesia
- Oldendorff Carriers - Singapore
- Coastal Gujarat Power Limited - India
- Karaikal Port Pvt Ltd - India
- Kobexindo Tractors - Indoneisa
- Offshore Bulk Terminal Pte Ltd, Singapore
- CNBM International Corporation - China
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Indo Tambangraya Megah - Indonesia
- Pendopo Energi Batubara - Indonesia
- Australian Coal Association
- Bukit Asam (Persero) Tbk - Indonesia
- Directorate Of Revenue Intelligence - India
- Miang Besar Coal Terminal - Indonesia
- Petron Corporation, Philippines
- Mjunction Services Limited - India
- Indika Energy - Indonesia
- Independent Power Producers Association of India
- Energy Link Ltd, New Zealand
- Deloitte Consulting - India
- Binh Thuan Hamico - Vietnam
- Africa Commodities Group - South Africa
- Georgia Ports Authority, United States
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