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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, 23 September 16
EIA SEES U.S. COAL WEEKLY OUTPUT INCREASE
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16.1 million short ton ...
Thursday, 22 September 16
CHINA IS THE PRICE-SETTING COUNTRY FOR GLOBAL THERMAL COAL
COALspot.com: China has been the driver of global coal growth since 2009. When China became the largest coal importer in 2011, the country also has ...
Thursday, 22 September 16
SUPRAMAXES ARE ACHIEVING AROUND $7000 FOR A TRIP WITH SINGAPORE DELIVERY VIA INDONESIA TO CHINA
Supramax
A slow start to the week in the Supramax segment in the Atlantic with not much being reported.
In the Blacksea Supramaxes are getti ...
Wednesday, 21 September 16
THE CAPESIZE MARKET HAS BEEN ON A RALLYING TREND SINCE THE END OF AUGUST - GEORGE LAZARIDIS
The Capesize market has been on a rallying trend since the end of August, fuelled mainly by the chase by traders to pre-stock before the typical pi ...
Wednesday, 21 September 16
SHIPPING MARKET INSIGHT - PANOS MAKRINOS
Amidst a challenging dry bulk and tanker market, very little time has been spent on the offshore industry developments during the past couple of ye ...
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- Renaissance Capital - South Africa
- Agrawal Coal Company - India
- Indika Energy - Indonesia
- Merrill Lynch Commodities Europe
- IEA Clean Coal Centre - UK
- San Jose City I Power Corp, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Kartika Selabumi Mining - Indonesia
- Planning Commission, India
- Indian Energy Exchange, India
- Holcim Trading Pte Ltd - Singapore
- New Zealand Coal & Carbon
- Independent Power Producers Association of India
- CIMB Investment Bank - Malaysia
- Deloitte Consulting - India
- Essar Steel Hazira Ltd - India
- TeaM Sual Corporation - Philippines
- Sical Logistics Limited - India
- Kobexindo Tractors - Indoneisa
- Borneo Indobara - Indonesia
- Globalindo Alam Lestari - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Kumho Petrochemical, South Korea
- Coalindo Energy - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- CNBM International Corporation - China
- Tata Chemicals Ltd - India
- Sojitz Corporation - Japan
- Therma Luzon, Inc, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Petrochimia International Co. Ltd.- Taiwan
- Bukit Makmur.PT - Indonesia
- Central Java Power - Indonesia
- McConnell Dowell - Australia
- Edison Trading Spa - Italy
- Iligan Light & Power Inc, Philippines
- Indo Tambangraya Megah - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Attock Cement Pakistan Limited
- Riau Bara Harum - Indonesia
- Vizag Seaport Private Limited - India
- The State Trading Corporation of India Ltd
- White Energy Company Limited
- Salva Resources Pvt Ltd - India
- Energy Link Ltd, New Zealand
- International Coal Ventures Pvt Ltd - India
- Sarangani Energy Corporation, Philippines
- Grasim Industreis Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Sinarmas Energy and Mining - Indonesia
- South Luzon Thermal Energy Corporation
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Dalmia Cement Bharat India
- Posco Energy - South Korea
- Ceylon Electricity Board - Sri Lanka
- Gujarat Sidhee Cement - India
- Kohat Cement Company Ltd. - Pakistan
- Sindya Power Generating Company Private Ltd
- The Treasury - Australian Government
- Jindal Steel & Power Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Directorate Of Revenue Intelligence - India
- Parry Sugars Refinery, India
- European Bulk Services B.V. - Netherlands
- Altura Mining Limited, Indonesia
- Toyota Tsusho Corporation, Japan
- Bangladesh Power Developement Board
- Energy Development Corp, Philippines
- GVK Power & Infra Limited - India
- Sree Jayajothi Cements Limited - India
- Maharashtra Electricity Regulatory Commission - India
- Ministry of Transport, Egypt
- Maheswari Brothers Coal Limited - India
- Georgia Ports Authority, United States
- Offshore Bulk Terminal Pte Ltd, Singapore
- Sakthi Sugars Limited - India
- Price Waterhouse Coopers - Russia
- Australian Commodity Traders Exchange
- Pendopo Energi Batubara - Indonesia
- Electricity Authority, New Zealand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- GAC Shipping (India) Pvt Ltd
- Antam Resourcindo - Indonesia
- Eastern Energy - Thailand
- Thai Mozambique Logistica
- Australian Coal Association
- Vedanta Resources Plc - India
- Cigading International Bulk Terminal - Indonesia
- Bhushan Steel Limited - India
- Miang Besar Coal Terminal - Indonesia
- IHS Mccloskey Coal Group - USA
- Karbindo Abesyapradhi - Indoneisa
- Semirara Mining and Power Corporation, Philippines
- Neyveli Lignite Corporation Ltd, - India
- Leighton Contractors Pty Ltd - Australia
- Mintek Dendrill Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Barasentosa Lestari - Indonesia
- Coastal Gujarat Power Limited - India
- Chamber of Mines of South Africa
- Bank of Tokyo Mitsubishi UFJ Ltd
- Larsen & Toubro Limited - India
- Mercator Lines Limited - India
- Aboitiz Power Corporation - Philippines
- SN Aboitiz Power Inc, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Formosa Plastics Group - Taiwan
- Indian Oil Corporation Limited
- Eastern Coal Council - USA
- India Bulls Power Limited - India
- Mjunction Services Limited - India
- MS Steel International - UAE
- Bukit Baiduri Energy - Indonesia
- Global Green Power PLC Corporation, Philippines
- Bharathi Cement Corporation - India
- Timah Investasi Mineral - Indoneisa
- Medco Energi Mining Internasional
- GMR Energy Limited - India
- Banpu Public Company Limited - Thailand
- Meenaskhi Energy Private Limited - India
- Krishnapatnam Port Company Ltd. - India
- Singapore Mercantile Exchange
- SMC Global Power, Philippines
- PNOC Exploration Corporation - Philippines
- Global Coal Blending Company Limited - Australia
- Lanco Infratech Ltd - India
- Samtan Co., Ltd - South Korea
- Central Electricity Authority - India
- Global Business Power Corporation, Philippines
- Alfred C Toepfer International GmbH - Germany
- Kideco Jaya Agung - Indonesia
- Port Waratah Coal Services - Australia
- Star Paper Mills Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Bayan Resources Tbk. - Indonesia
- Thiess Contractors Indonesia
- Metalloyd Limited - United Kingdom
- Meralco Power Generation, Philippines
- Straits Asia Resources Limited - Singapore
- Kaltim Prima Coal - Indonesia
- Electricity Generating Authority of Thailand
- Bhatia International Limited - India
- Uttam Galva Steels Limited - India
- Bhoruka Overseas - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Savvy Resources Ltd - HongKong
- Kalimantan Lumbung Energi - Indonesia
- Manunggal Multi Energi - Indonesia
- ICICI Bank Limited - India
- Intertek Mineral Services - Indonesia
- PowerSource Philippines DevCo
- Xindia Steels Limited - India
- Wood Mackenzie - Singapore
- PTC India Limited - India
- Coal and Oil Company - UAE
- Goldman Sachs - Singapore
- OPG Power Generation Pvt Ltd - India
- Africa Commodities Group - South Africa
- ASAPP Information Group - India
- Baramulti Group, Indonesia
- Ind-Barath Power Infra Limited - India
- Anglo American - United Kingdom
- Gujarat Mineral Development Corp Ltd - India
- Malabar Cements Ltd - India
- London Commodity Brokers - England
- The University of Queensland
- PetroVietnam Power Coal Import and Supply Company
- Directorate General of MIneral and Coal - Indonesia
- Rio Tinto Coal - Australia
- LBH Netherlands Bv - Netherlands
- Standard Chartered Bank - UAE
- Videocon Industries ltd - India
- Latin American Coal - Colombia
- Semirara Mining Corp, Philippines
- Simpson Spence & Young - Indonesia
- Interocean Group of Companies - India
- Gujarat Electricity Regulatory Commission - India
- Heidelberg Cement - Germany
- TNB Fuel Sdn Bhd - Malaysia
- Siam City Cement - Thailand
- Marubeni Corporation - India
- Petron Corporation, Philippines
- Parliament of New Zealand
- Cement Manufacturers Association - India
- Ambuja Cements Ltd - India
- Commonwealth Bank - Australia
- Ministry of Finance - Indonesia
- Binh Thuan Hamico - Vietnam
- Orica Australia Pty. Ltd.
- Aditya Birla Group - India
- Indogreen Group - Indonesia
- Kepco SPC Power Corporation, Philippines
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Bulk Trading Sa - Switzerland
- Minerals Council of Australia
- Orica Mining Services - Indonesia
- Mercuria Energy - Indonesia
- Carbofer General Trading SA - India
- VISA Power Limited - India
- Chettinad Cement Corporation Ltd - India
- Oldendorff Carriers - Singapore
- SMG Consultants - Indonesia
- Romanian Commodities Exchange
- Makarim & Taira - Indonesia
- Indonesian Coal Mining Association
- Power Finance Corporation Ltd., India
- Billiton Holdings Pty Ltd - Australia
- Ministry of Mines - Canada
- Tamil Nadu electricity Board
- Jaiprakash Power Ventures ltd
- Siam City Cement PLC, Thailand
- AsiaOL BioFuels Corp., Philippines
- Wilmar Investment Holdings
- Economic Council, Georgia
- Karaikal Port Pvt Ltd - India
- Madhucon Powers Ltd - India
- Trasteel International SA, Italy
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