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.
|
|
Tuesday, 19 July 16
INDONESIAN THERMAL COAL INDEXES CONTINUALLY FIRM UP ON ROBUST BUYING INTEREST - CS COAL INDEX
COALspot.com: Average 5000 GAR coal index of Indonesian origin rose One percent week over week to averaging $40.38 per ton this past week, shows CS ...
Monday, 18 July 16
FROM PIT TO PORT: DRY BULK NEEDS A NEW PATH TO PROFITABILITY - TOC EUROPE
During the golden years for commodities, from 2005 to 2014, high demand and big profit margins pushed companies to produce more and more, sacrifici ...
Monday, 18 July 16
BALTIC DRY INDEX REMAIN FIRM, UP BY 5.97 WEEK OVER WEEK
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities continued to remain firm with all segments ending in posi ...
Friday, 15 July 16
US COAL PRODUCTION DOWN 8.4% WEEK-OVER-WEEK
COALspot.com – U.S, world’s second largest coal producers has produced approximately totalled an estimated 12.9 million short tons (mms ...
Thursday, 14 July 16
SHIPPING'S HALF YEAR REPORT - 'MUST DO BETTER' - CLARKSONS
It’s the time of year, with the school holidays and end of term approaching, that many pupils will nervously take home their school reports t ...
|
|
|
Showing 2356 to 2360 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Iligan Light & Power Inc, Philippines
- Metalloyd Limited - United Kingdom
- PetroVietnam Power Coal Import and Supply Company
- Gujarat Sidhee Cement - India
- Gujarat Mineral Development Corp Ltd - India
- Grasim Industreis Ltd - India
- Samtan Co., Ltd - South Korea
- Port Waratah Coal Services - Australia
- Kartika Selabumi Mining - Indonesia
- Indian Oil Corporation Limited
- Globalindo Alam Lestari - Indonesia
- Alfred C Toepfer International GmbH - Germany
- GVK Power & Infra Limited - India
- Heidelberg Cement - Germany
- Planning Commission, India
- Attock Cement Pakistan Limited
- Kobexindo Tractors - Indoneisa
- International Coal Ventures Pvt Ltd - India
- Bukit Asam (Persero) Tbk - Indonesia
- Coalindo Energy - Indonesia
- Global Coal Blending Company Limited - Australia
- Toyota Tsusho Corporation, Japan
- Antam Resourcindo - Indonesia
- Star Paper Mills Limited - India
- Indonesian Coal Mining Association
- ASAPP Information Group - India
- Bhoruka Overseas - Indonesia
- Altura Mining Limited, Indonesia
- Dalmia Cement Bharat India
- Banpu Public Company Limited - Thailand
- Cement Manufacturers Association - India
- Timah Investasi Mineral - Indoneisa
- CNBM International Corporation - China
- Baramulti Group, Indonesia
- Sakthi Sugars Limited - India
- SMC Global Power, Philippines
- Bharathi Cement Corporation - India
- Gujarat Electricity Regulatory Commission - India
- McConnell Dowell - Australia
- Energy Link Ltd, New Zealand
- Asmin Koalindo Tuhup - Indonesia
- Aboitiz Power Corporation - Philippines
- Uttam Galva Steels Limited - India
- Bukit Makmur.PT - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Karaikal Port Pvt Ltd - India
- Holcim Trading Pte Ltd - Singapore
- Borneo Indobara - Indonesia
- Directorate Of Revenue Intelligence - India
- New Zealand Coal & Carbon
- Maheswari Brothers Coal Limited - India
- Deloitte Consulting - India
- Jindal Steel & Power Ltd - India
- Georgia Ports Authority, United States
- Independent Power Producers Association of India
- Bayan Resources Tbk. - Indonesia
- Kaltim Prima Coal - Indonesia
- TNB Fuel Sdn Bhd - Malaysia
- Pendopo Energi Batubara - Indonesia
- Binh Thuan Hamico - Vietnam
- Miang Besar Coal Terminal - Indonesia
- Medco Energi Mining Internasional
- Power Finance Corporation Ltd., India
- Pipit Mutiara Jaya. PT, Indonesia
- Indogreen Group - Indonesia
- Bhatia International Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Carbofer General Trading SA - India
- Anglo American - United Kingdom
- Sinarmas Energy and Mining - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- AsiaOL BioFuels Corp., Philippines
- Posco Energy - South Korea
- Rashtriya Ispat Nigam Limited - India
- Meralco Power Generation, Philippines
- Chettinad Cement Corporation Ltd - India
- Bukit Baiduri Energy - Indonesia
- PNOC Exploration Corporation - Philippines
- Salva Resources Pvt Ltd - India
- Kohat Cement Company Ltd. - Pakistan
- Essar Steel Hazira Ltd - India
- Minerals Council of Australia
- Billiton Holdings Pty Ltd - Australia
- Malabar Cements Ltd - India
- VISA Power Limited - India
- Vedanta Resources Plc - India
- Parry Sugars Refinery, India
- Makarim & Taira - Indonesia
- Indo Tambangraya Megah - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Tata Chemicals Ltd - India
- LBH Netherlands Bv - Netherlands
- Madhucon Powers Ltd - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Mintek Dendrill Indonesia
- Vizag Seaport Private Limited - India
- Coastal Gujarat Power Limited - India
- Trasteel International SA, Italy
- CIMB Investment Bank - Malaysia
- Chamber of Mines of South Africa
- SN Aboitiz Power Inc, Philippines
- PTC India Limited - India
- White Energy Company Limited
- Neyveli Lignite Corporation Ltd, - India
- Ceylon Electricity Board - Sri Lanka
- Interocean Group of Companies - India
- GN Power Mariveles Coal Plant, Philippines
- Australian Coal Association
- Orica Australia Pty. Ltd.
- Aditya Birla Group - India
- Mercuria Energy - Indonesia
- Rio Tinto Coal - Australia
- Videocon Industries ltd - India
- London Commodity Brokers - England
- Thai Mozambique Logistica
- Kepco SPC Power Corporation, Philippines
- Electricity Generating Authority of Thailand
- Edison Trading Spa - Italy
- TeaM Sual Corporation - Philippines
- European Bulk Services B.V. - Netherlands
- Tamil Nadu electricity Board
- Leighton Contractors Pty Ltd - Australia
- Ministry of Transport, Egypt
- Mjunction Services Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Standard Chartered Bank - UAE
- Singapore Mercantile Exchange
- Kapuas Tunggal Persada - Indonesia
- Manunggal Multi Energi - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Simpson Spence & Young - Indonesia
- Kumho Petrochemical, South Korea
- Savvy Resources Ltd - HongKong
- Central Electricity Authority - India
- Ministry of Finance - Indonesia
- Africa Commodities Group - South Africa
- Semirara Mining and Power Corporation, Philippines
- Eastern Energy - Thailand
- Goldman Sachs - Singapore
- Global Green Power PLC Corporation, Philippines
- Renaissance Capital - South Africa
- IEA Clean Coal Centre - UK
- Xindia Steels Limited - India
- Romanian Commodities Exchange
- Ministry of Mines - Canada
- Bahari Cakrawala Sebuku - Indonesia
- Bulk Trading Sa - Switzerland
- GAC Shipping (India) Pvt Ltd
- The Treasury - Australian Government
- Oldendorff Carriers - Singapore
- Coal and Oil Company - UAE
- The State Trading Corporation of India Ltd
- Economic Council, Georgia
- Krishnapatnam Port Company Ltd. - India
- Lanco Infratech Ltd - India
- Ambuja Cements Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Agrawal Coal Company - India
- Bhushan Steel Limited - India
- Siam City Cement PLC, Thailand
- South Luzon Thermal Energy Corporation
- Barasentosa Lestari - Indonesia
- Commonwealth Bank - Australia
- The University of Queensland
- SMG Consultants - Indonesia
- ICICI Bank Limited - India
- GMR Energy Limited - India
- Intertek Mineral Services - Indonesia
- Australian Commodity Traders Exchange
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Siam City Cement - Thailand
- Bangladesh Power Developement Board
- Sical Logistics Limited - India
- Energy Development Corp, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- MS Steel International - UAE
- Kideco Jaya Agung - Indonesia
- Indian Energy Exchange, India
- Latin American Coal - Colombia
- IHS Mccloskey Coal Group - USA
- San Jose City I Power Corp, Philippines
- Straits Asia Resources Limited - Singapore
- Electricity Authority, New Zealand
- Sarangani Energy Corporation, Philippines
- PowerSource Philippines DevCo
- Global Business Power Corporation, Philippines
- Thiess Contractors Indonesia
- Indika Energy - Indonesia
- Ind-Barath Power Infra Limited - India
- Jaiprakash Power Ventures ltd
- Therma Luzon, Inc, Philippines
- India Bulls Power Limited - India
- Petron Corporation, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Central Java Power - Indonesia
- Mercator Lines Limited - India
- Meenaskhi Energy Private Limited - India
- Price Waterhouse Coopers - Russia
- Orica Mining Services - Indonesia
- Riau Bara Harum - Indonesia
- Parliament of New Zealand
- OPG Power Generation Pvt Ltd - India
- Cigading International Bulk Terminal - Indonesia
- Larsen & Toubro Limited - India
- Semirara Mining Corp, Philippines
- Formosa Plastics Group - Taiwan
- Eastern Coal Council - USA
- Sindya Power Generating Company Private Ltd
- Wilmar Investment Holdings
- Marubeni Corporation - India
- Sree Jayajothi Cements Limited - India
- Wood Mackenzie - Singapore
- Merrill Lynch Commodities Europe
- Sojitz Corporation - Japan
|
| |
| |
|
