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, 29 August 16
THE FREIGHT MARKET WAS STEADY AND FIRM THIS PAST WEEK; BCI ROSE 18.74%
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities rose and ending in a positive note this past week except ...
Friday, 26 August 16
WEEKLY US COAL OUTPUT UP 0.7% W/W TO 16 MMST: EIA
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 16 million short tons ...
Thursday, 25 August 16
SUPRAMAXES ARE BEING FIXED IN REGION OF $9000
Supramax
Due to Chinese coal imports which continues to source much of the tonnage in SE Asia combined with a good flow of mineral exports ex Aus ...
Wednesday, 24 August 16
MARKET INSIGHT
Brazil and the world bid farewell on Sunday to the first Olympic Games in South America in the midst of a finale meant to be both one last bash and ...
Wednesday, 24 August 16
DRY BULK VESSELS FACE CONTINUED DISTRESS - CLEAR ASSET
Dry bulk vessels have faced extreme distress in recent years. With a combination of factors including newer vessels being ordered with up to 5-year ...
|
|
|
Showing 2306 to 2310 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Coalindo Energy - Indonesia
- Heidelberg Cement - Germany
- Rio Tinto Coal - Australia
- Standard Chartered Bank - UAE
- TeaM Sual Corporation - Philippines
- Coal and Oil Company - UAE
- Gujarat Sidhee Cement - India
- Sinarmas Energy and Mining - Indonesia
- Indian Oil Corporation Limited
- Ministry of Transport, Egypt
- Pendopo Energi Batubara - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- PowerSource Philippines DevCo
- Manunggal Multi Energi - Indonesia
- Bangladesh Power Developement Board
- Africa Commodities Group - South Africa
- Bukit Asam (Persero) Tbk - Indonesia
- Global Business Power Corporation, Philippines
- MS Steel International - UAE
- OPG Power Generation Pvt Ltd - India
- Sical Logistics Limited - India
- Riau Bara Harum - Indonesia
- Maheswari Brothers Coal Limited - India
- Indogreen Group - Indonesia
- ASAPP Information Group - India
- Krishnapatnam Port Company Ltd. - India
- Directorate Of Revenue Intelligence - India
- Parry Sugars Refinery, India
- Maharashtra Electricity Regulatory Commission - India
- Kohat Cement Company Ltd. - Pakistan
- PTC India Limited - India
- Metalloyd Limited - United Kingdom
- AsiaOL BioFuels Corp., Philippines
- VISA Power Limited - India
- Vedanta Resources Plc - India
- Jorong Barutama Greston.PT - Indonesia
- Indian Energy Exchange, India
- Iligan Light & Power Inc, Philippines
- Antam Resourcindo - Indonesia
- Energy Development Corp, Philippines
- PNOC Exploration Corporation - Philippines
- Petron Corporation, Philippines
- European Bulk Services B.V. - Netherlands
- Bukit Baiduri Energy - Indonesia
- Global Coal Blending Company Limited - Australia
- Alfred C Toepfer International GmbH - Germany
- The State Trading Corporation of India Ltd
- Australian Commodity Traders Exchange
- Siam City Cement - Thailand
- Marubeni Corporation - India
- GMR Energy Limited - India
- Rashtriya Ispat Nigam Limited - India
- Medco Energi Mining Internasional
- Ministry of Mines - Canada
- Chettinad Cement Corporation Ltd - India
- Ind-Barath Power Infra Limited - India
- GN Power Mariveles Coal Plant, Philippines
- McConnell Dowell - Australia
- Kepco SPC Power Corporation, Philippines
- Star Paper Mills Limited - India
- Aditya Birla Group - India
- The Treasury - Australian Government
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Straits Asia Resources Limited - Singapore
- Posco Energy - South Korea
- Mercator Lines Limited - India
- Eastern Energy - Thailand
- Trasteel International SA, Italy
- Bayan Resources Tbk. - Indonesia
- Larsen & Toubro Limited - India
- Globalindo Alam Lestari - Indonesia
- Baramulti Group, Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Jindal Steel & Power Ltd - India
- Indonesian Coal Mining Association
- Wilmar Investment Holdings
- Ceylon Electricity Board - Sri Lanka
- Chamber of Mines of South Africa
- Sree Jayajothi Cements Limited - India
- Orica Mining Services - Indonesia
- IEA Clean Coal Centre - UK
- Wood Mackenzie - Singapore
- Singapore Mercantile Exchange
- Bhoruka Overseas - Indonesia
- Cement Manufacturers Association - India
- CNBM International Corporation - China
- South Luzon Thermal Energy Corporation
- London Commodity Brokers - England
- Makarim & Taira - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Planning Commission, India
- Ambuja Cements Ltd - India
- Kaltim Prima Coal - Indonesia
- Meralco Power Generation, Philippines
- Bhatia International Limited - India
- Sarangani Energy Corporation, Philippines
- Banpu Public Company Limited - Thailand
- Billiton Holdings Pty Ltd - Australia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Samtan Co., Ltd - South Korea
- Renaissance Capital - South Africa
- Bukit Makmur.PT - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Grasim Industreis Ltd - India
- Sakthi Sugars Limited - India
- Merrill Lynch Commodities Europe
- Oldendorff Carriers - Singapore
- Independent Power Producers Association of India
- Karaikal Port Pvt Ltd - India
- Commonwealth Bank - Australia
- Goldman Sachs - Singapore
- Cigading International Bulk Terminal - Indonesia
- Edison Trading Spa - Italy
- White Energy Company Limited
- Agrawal Coal Company - India
- Australian Coal Association
- Thai Mozambique Logistica
- Indika Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- Anglo American - United Kingdom
- Kapuas Tunggal Persada - Indonesia
- Energy Link Ltd, New Zealand
- Electricity Authority, New Zealand
- Therma Luzon, Inc, Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- SN Aboitiz Power Inc, Philippines
- Uttam Galva Steels Limited - India
- Kobexindo Tractors - Indoneisa
- Madhucon Powers Ltd - India
- Global Green Power PLC Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Kartika Selabumi Mining - Indonesia
- Indo Tambangraya Megah - Indonesia
- ICICI Bank Limited - India
- Meenaskhi Energy Private Limited - India
- Holcim Trading Pte Ltd - Singapore
- Toyota Tsusho Corporation, Japan
- Bulk Trading Sa - Switzerland
- Romanian Commodities Exchange
- Central Electricity Authority - India
- Eastern Coal Council - USA
- Kumho Petrochemical, South Korea
- Bhushan Steel Limited - India
- International Coal Ventures Pvt Ltd - India
- Deloitte Consulting - India
- Lanco Infratech Ltd - India
- Attock Cement Pakistan Limited
- PetroVietnam Power Coal Import and Supply Company
- Aboitiz Power Corporation - Philippines
- Electricity Generating Authority of Thailand
- Savvy Resources Ltd - HongKong
- Salva Resources Pvt Ltd - India
- Carbofer General Trading SA - India
- Power Finance Corporation Ltd., India
- Minerals Council of Australia
- India Bulls Power Limited - India
- Altura Mining Limited, Indonesia
- Economic Council, Georgia
- Asmin Koalindo Tuhup - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Mintek Dendrill Indonesia
- IHS Mccloskey Coal Group - USA
- Bahari Cakrawala Sebuku - Indonesia
- Central Java Power - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Miang Besar Coal Terminal - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Simpson Spence & Young - Indonesia
- Jaiprakash Power Ventures ltd
- Essar Steel Hazira Ltd - India
- Parliament of New Zealand
- Siam City Cement PLC, Thailand
- Mjunction Services Limited - India
- Borneo Indobara - Indonesia
- Latin American Coal - Colombia
- Coastal Gujarat Power Limited - India
- Semirara Mining and Power Corporation, Philippines
- New Zealand Coal & Carbon
- San Jose City I Power Corp, Philippines
- Binh Thuan Hamico - Vietnam
- Tamil Nadu electricity Board
- Tata Chemicals Ltd - India
- Mercuria Energy - Indonesia
- Port Waratah Coal Services - Australia
- SMG Consultants - Indonesia
- Malabar Cements Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Thiess Contractors Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Orica Australia Pty. Ltd.
- Videocon Industries ltd - India
- SMC Global Power, Philippines
- Kideco Jaya Agung - Indonesia
- Interocean Group of Companies - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- CIMB Investment Bank - Malaysia
- Semirara Mining Corp, Philippines
- Intertek Mineral Services - Indonesia
- Sojitz Corporation - Japan
- The University of Queensland
- Xindia Steels Limited - India
- Timah Investasi Mineral - Indoneisa
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Barasentosa Lestari - Indonesia
- Georgia Ports Authority, United States
- Vizag Seaport Private Limited - India
- Price Waterhouse Coopers - Russia
- GAC Shipping (India) Pvt Ltd
- Dalmia Cement Bharat India
- Bharathi Cement Corporation - India
- Formosa Plastics Group - Taiwan
- GVK Power & Infra Limited - India
- Gujarat Electricity Regulatory Commission - India
- Ministry of Finance - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
|
| |
| |
|
