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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, 12 August 16
U.S. WEEKLY COAL OUTPUT ENDING AUGUST 6 FELL SLIGHTLY
COALspot.com – U.S., the world’s second largest coal producers have produced approximately totalled an estimated 15.9 million short ton ...
Thursday, 11 August 16
CAPESIZE THE PACIFIC SIDE IS LOOKING MORE POSITIVE, DRIVEN BY AUSTRALIAN IRON ORE - FEARNLEYS
Supramax
Rates continue to be under pressure with index ending up with 639 points and average TC value at USD6,680, said Fearnleys. Fearnleys A/S ...
Thursday, 11 August 16
EIA ESTIMATES THE DELIVERED COAL PRICE TO U.S. ELECTRIC UTILITIES IN 2017 AVERAGED $2.24/MMBTU; $0.05/MMBTU HIGHER THAN 2016 ESTIMATES
Coal Supply
U.S. coal production in July was 65 million short tons (MMst), an 8 MMst (14%) increase from the previous month but 11 MMst (15%) low ...
Wednesday, 10 August 16
THE DRY BULK MARKET KEPT SOFTENING LAST WEEK; WE CAN SEE MUCH HEALTHIER NUMBERS STARTING SEPTEMBER
The Dry Bulk market kept softening last week as we have now started going through the traditionally quieter days of the summer season peak period, ...
Wednesday, 10 August 16
THE INDONESIAN DRAFT NEW MINING LAW - AMENDMENTS TO THE 2009 MINING LAW
KNOWLEDGE TO ELEVATE
COALspot.com: A draft mining law published by Indonesia's Minister of Energy and Mineral Resources provides use ...
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- Meralco Power Generation, Philippines
- Planning Commission, India
- European Bulk Services B.V. - Netherlands
- AsiaOL BioFuels Corp., Philippines
- Aditya Birla Group - India
- Kalimantan Lumbung Energi - Indonesia
- Sakthi Sugars Limited - India
- Straits Asia Resources Limited - Singapore
- Toyota Tsusho Corporation, Japan
- Ambuja Cements Ltd - India
- Eastern Energy - Thailand
- Sical Logistics Limited - India
- Bhushan Steel Limited - India
- Savvy Resources Ltd - HongKong
- Bharathi Cement Corporation - India
- Indika Energy - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Thiess Contractors Indonesia
- Ceylon Electricity Board - Sri Lanka
- Meenaskhi Energy Private Limited - India
- Barasentosa Lestari - Indonesia
- Larsen & Toubro Limited - India
- Timah Investasi Mineral - Indoneisa
- Economic Council, Georgia
- Jindal Steel & Power Ltd - India
- The State Trading Corporation of India Ltd
- CIMB Investment Bank - Malaysia
- Star Paper Mills Limited - India
- Interocean Group of Companies - India
- Krishnapatnam Port Company Ltd. - India
- Port Waratah Coal Services - Australia
- Chamber of Mines of South Africa
- Makarim & Taira - Indonesia
- Global Green Power PLC Corporation, Philippines
- Siam City Cement - Thailand
- CNBM International Corporation - China
- New Zealand Coal & Carbon
- Neyveli Lignite Corporation Ltd, - India
- Indian Energy Exchange, India
- Tamil Nadu electricity Board
- Kepco SPC Power Corporation, Philippines
- IEA Clean Coal Centre - UK
- Romanian Commodities Exchange
- Coalindo Energy - Indonesia
- Indo Tambangraya Megah - Indonesia
- Gujarat Sidhee Cement - India
- TNB Fuel Sdn Bhd - Malaysia
- Carbofer General Trading SA - India
- Central Electricity Authority - India
- Mjunction Services Limited - India
- Orica Mining Services - Indonesia
- Salva Resources Pvt Ltd - India
- Minerals Council of Australia
- Commonwealth Bank - Australia
- Global Business Power Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- Kobexindo Tractors - Indoneisa
- Antam Resourcindo - Indonesia
- Siam City Cement PLC, Thailand
- Indogreen Group - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Deloitte Consulting - India
- Dalmia Cement Bharat India
- Tata Chemicals Ltd - India
- Formosa Plastics Group - Taiwan
- Pendopo Energi Batubara - Indonesia
- Xindia Steels Limited - India
- The University of Queensland
- Gujarat Electricity Regulatory Commission - India
- Leighton Contractors Pty Ltd - Australia
- Aboitiz Power Corporation - Philippines
- Directorate Of Revenue Intelligence - India
- Bukit Makmur.PT - Indonesia
- Maheswari Brothers Coal Limited - India
- Merrill Lynch Commodities Europe
- Bank of Tokyo Mitsubishi UFJ Ltd
- Energy Development Corp, Philippines
- Sindya Power Generating Company Private Ltd
- Bangladesh Power Developement Board
- Central Java Power - Indonesia
- Coastal Gujarat Power Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Intertek Mineral Services - Indonesia
- SMC Global Power, Philippines
- Posco Energy - South Korea
- Grasim Industreis Ltd - India
- Bulk Trading Sa - Switzerland
- Wilmar Investment Holdings
- Ministry of Transport, Egypt
- Globalindo Alam Lestari - Indonesia
- San Jose City I Power Corp, Philippines
- Kideco Jaya Agung - Indonesia
- GVK Power & Infra Limited - India
- Madhucon Powers Ltd - India
- Essar Steel Hazira Ltd - India
- Ind-Barath Power Infra Limited - India
- Mintek Dendrill Indonesia
- Thai Mozambique Logistica
- Bayan Resources Tbk. - Indonesia
- TeaM Sual Corporation - Philippines
- Energy Link Ltd, New Zealand
- The Treasury - Australian Government
- Georgia Ports Authority, United States
- Trasteel International SA, Italy
- Metalloyd Limited - United Kingdom
- Standard Chartered Bank - UAE
- International Coal Ventures Pvt Ltd - India
- Kartika Selabumi Mining - Indonesia
- Billiton Holdings Pty Ltd - Australia
- ICICI Bank Limited - India
- GAC Shipping (India) Pvt Ltd
- Attock Cement Pakistan Limited
- Global Coal Blending Company Limited - Australia
- Jaiprakash Power Ventures ltd
- Altura Mining Limited, Indonesia
- SN Aboitiz Power Inc, Philippines
- Cigading International Bulk Terminal - Indonesia
- Baramulti Group, Indonesia
- Mercuria Energy - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Semirara Mining and Power Corporation, Philippines
- Goldman Sachs - Singapore
- Kumho Petrochemical, South Korea
- Sinarmas Energy and Mining - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Kohat Cement Company Ltd. - Pakistan
- PowerSource Philippines DevCo
- GMR Energy Limited - India
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Samtan Co., Ltd - South Korea
- Electricity Generating Authority of Thailand
- Wood Mackenzie - Singapore
- Singapore Mercantile Exchange
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- PTC India Limited - India
- Parry Sugars Refinery, India
- Manunggal Multi Energi - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Coal and Oil Company - UAE
- Indonesian Coal Mining Association
- Malabar Cements Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- OPG Power Generation Pvt Ltd - India
- Renaissance Capital - South Africa
- Rashtriya Ispat Nigam Limited - India
- Heidelberg Cement - Germany
- Pipit Mutiara Jaya. PT, Indonesia
- White Energy Company Limited
- Binh Thuan Hamico - Vietnam
- Semirara Mining Corp, Philippines
- Australian Coal Association
- Edison Trading Spa - Italy
- Kaltim Prima Coal - Indonesia
- Agrawal Coal Company - India
- Directorate General of MIneral and Coal - Indonesia
- Parliament of New Zealand
- IHS Mccloskey Coal Group - USA
- Sree Jayajothi Cements Limited - India
- Anglo American - United Kingdom
- Simpson Spence & Young - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Holcim Trading Pte Ltd - Singapore
- Sojitz Corporation - Japan
- Australian Commodity Traders Exchange
- Bhoruka Overseas - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Price Waterhouse Coopers - Russia
- Eastern Coal Council - USA
- Riau Bara Harum - Indonesia
- London Commodity Brokers - England
- Alfred C Toepfer International GmbH - Germany
- Cement Manufacturers Association - India
- Karbindo Abesyapradhi - Indoneisa
- SMG Consultants - Indonesia
- Miang Besar Coal Terminal - Indonesia
- Indian Oil Corporation Limited
- Lanco Infratech Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Iligan Light & Power Inc, Philippines
- GN Power Mariveles Coal Plant, Philippines
- McConnell Dowell - Australia
- Orica Australia Pty. Ltd.
- Marubeni Corporation - India
- Karaikal Port Pvt Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Vizag Seaport Private Limited - India
- Petron Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Therma Luzon, Inc, Philippines
- Rio Tinto Coal - Australia
- South Luzon Thermal Energy Corporation
- Mercator Lines Limited - India
- India Bulls Power Limited - India
- LBH Netherlands Bv - Netherlands
- Oldendorff Carriers - Singapore
- Latin American Coal - Colombia
- PNOC Exploration Corporation - Philippines
- Ministry of Mines - Canada
- Jorong Barutama Greston.PT - Indonesia
- Sarangani Energy Corporation, Philippines
- ASAPP Information Group - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Ministry of Finance - Indonesia
- Borneo Indobara - Indonesia
- Power Finance Corporation Ltd., India
- Africa Commodities Group - South Africa
- Medco Energi Mining Internasional
- VISA Power Limited - India
- Chettinad Cement Corporation Ltd - India
- MS Steel International - UAE
- Independent Power Producers Association of India
- Banpu Public Company Limited - Thailand
- Uttam Galva Steels Limited - India
- Videocon Industries ltd - India
- Vedanta Resources Plc - India
- Bhatia International Limited - India
- Electricity Authority, New Zealand
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