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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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Wednesday, 13 July 16
EIA FORECASTS U.S. COAL EXPORTS TO DECLINE BY 15 MMST IN 2016 AND BY 4 MMST IN 2017
COALspot.com: U.S. coal production in June was 57 million short tons (MMst), a 6 MMst (13%) increase from May and 9 MMst (14%) lower than in June 2 ...
Wednesday, 13 July 16
2015 VS. 2016; THE DRY BULK DEMOLITION DERBY - JOHN N. COTZIAS
In the first half of the year 373 Bulkers and General Cargo ships were scrapped representing 23.8mil tons of dwt carrying capacity.
Comparing ...
Tuesday, 12 July 16
DUE TO LONG HOLIDAYS, CS COAL INDICES HELD AT THE SAME LEVEL OF THE PREVIOUS WEEK
COALspot.com: Average 5000 GAR coal index of Indonesian origin was flat week over week to averaging $39.98 per ton this past week.
Due to the ...
Monday, 11 July 16
COAL MARKETS SAW IMPROVED PRICES IN H1 2016 - SGX'S COMMODITIES MID-YEAR REFLECTION
COALspot.com: Coal
Coal markets saw improved prices in H1 2016 with the benchmark coking coal and thermal coal spot prices rising 18% and 25%, re ...
Monday, 11 July 16
THE MAIN SEA FREIGHT INDEX, BDI ROSE FURTHER ON 8 JULY DUE TO STRONG DEMAND FOR PANAMAX SHIPS
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities rose this past week. The BDI was up 3.84 percent from las ...
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- Semirara Mining Corp, Philippines
- Binh Thuan Hamico - Vietnam
- Kartika Selabumi Mining - Indonesia
- Georgia Ports Authority, United States
- SMC Global Power, Philippines
- Sical Logistics Limited - India
- Mintek Dendrill Indonesia
- Bukit Makmur.PT - Indonesia
- Jindal Steel & Power Ltd - India
- Bayan Resources Tbk. - Indonesia
- Marubeni Corporation - India
- Gujarat Mineral Development Corp Ltd - India
- Bukit Baiduri Energy - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- LBH Netherlands Bv - Netherlands
- McConnell Dowell - Australia
- Sree Jayajothi Cements Limited - India
- Anglo American - United Kingdom
- The Treasury - Australian Government
- Chamber of Mines of South Africa
- Kalimantan Lumbung Energi - Indonesia
- Latin American Coal - Colombia
- Maheswari Brothers Coal Limited - India
- IHS Mccloskey Coal Group - USA
- Australian Coal Association
- Kepco SPC Power Corporation, Philippines
- Coal and Oil Company - UAE
- Energy Development Corp, Philippines
- Indian Energy Exchange, India
- The University of Queensland
- Metalloyd Limited - United Kingdom
- Africa Commodities Group - South Africa
- ASAPP Information Group - India
- Electricity Authority, New Zealand
- VISA Power Limited - India
- Barasentosa Lestari - Indonesia
- Attock Cement Pakistan Limited
- Kohat Cement Company Ltd. - Pakistan
- Parliament of New Zealand
- Posco Energy - South Korea
- Ceylon Electricity Board - Sri Lanka
- Miang Besar Coal Terminal - Indonesia
- International Coal Ventures Pvt Ltd - India
- Grasim Industreis Ltd - India
- Meralco Power Generation, Philippines
- AsiaOL BioFuels Corp., Philippines
- India Bulls Power Limited - India
- Medco Energi Mining Internasional
- Kobexindo Tractors - Indoneisa
- Tamil Nadu electricity Board
- Banpu Public Company Limited - Thailand
- Star Paper Mills Limited - India
- Lanco Infratech Ltd - India
- Indogreen Group - Indonesia
- Ambuja Cements Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Tata Chemicals Ltd - India
- GN Power Mariveles Coal Plant, Philippines
- SMG Consultants - Indonesia
- Essar Steel Hazira Ltd - India
- SN Aboitiz Power Inc, Philippines
- PowerSource Philippines DevCo
- Mercator Lines Limited - India
- Romanian Commodities Exchange
- Ministry of Transport, Egypt
- Karaikal Port Pvt Ltd - India
- OPG Power Generation Pvt Ltd - India
- Interocean Group of Companies - India
- Manunggal Multi Energi - Indonesia
- Thiess Contractors Indonesia
- Oldendorff Carriers - Singapore
- Therma Luzon, Inc, Philippines
- Edison Trading Spa - Italy
- Pipit Mutiara Jaya. PT, Indonesia
- Directorate General of MIneral and Coal - Indonesia
- Minerals Council of Australia
- GAC Shipping (India) Pvt Ltd
- Videocon Industries ltd - India
- Economic Council, Georgia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Kaltim Prima Coal - Indonesia
- New Zealand Coal & Carbon
- Petron Corporation, Philippines
- Power Finance Corporation Ltd., India
- Riau Bara Harum - Indonesia
- Chettinad Cement Corporation Ltd - India
- Intertek Mineral Services - Indonesia
- Directorate Of Revenue Intelligence - India
- Sinarmas Energy and Mining - Indonesia
- Singapore Mercantile Exchange
- Indo Tambangraya Megah - Indonesia
- GVK Power & Infra Limited - India
- Leighton Contractors Pty Ltd - Australia
- Malabar Cements Ltd - India
- Australian Commodity Traders Exchange
- Bangladesh Power Developement Board
- Jaiprakash Power Ventures ltd
- The State Trading Corporation of India Ltd
- Eastern Coal Council - USA
- ICICI Bank Limited - India
- Asmin Koalindo Tuhup - Indonesia
- Salva Resources Pvt Ltd - India
- Planning Commission, India
- Gujarat Electricity Regulatory Commission - India
- TNB Fuel Sdn Bhd - Malaysia
- Deloitte Consulting - India
- Sarangani Energy Corporation, Philippines
- Renaissance Capital - South Africa
- Madhucon Powers Ltd - India
- Price Waterhouse Coopers - Russia
- Timah Investasi Mineral - Indoneisa
- Electricity Generating Authority of Thailand
- Indian Oil Corporation Limited
- Carbofer General Trading SA - India
- Bukit Asam (Persero) Tbk - Indonesia
- Indika Energy - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Eastern Energy - Thailand
- Agrawal Coal Company - India
- Rio Tinto Coal - Australia
- Straits Asia Resources Limited - Singapore
- Global Green Power PLC Corporation, Philippines
- GMR Energy Limited - India
- Merrill Lynch Commodities Europe
- Standard Chartered Bank - UAE
- Port Waratah Coal Services - Australia
- Semirara Mining and Power Corporation, Philippines
- Baramulti Group, Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Toyota Tsusho Corporation, Japan
- Petrochimia International Co. Ltd.- Taiwan
- Orica Mining Services - Indonesia
- CNBM International Corporation - China
- Maharashtra Electricity Regulatory Commission - India
- Orica Australia Pty. Ltd.
- Billiton Holdings Pty Ltd - Australia
- TeaM Sual Corporation - Philippines
- Coastal Gujarat Power Limited - India
- Dalmia Cement Bharat India
- CIMB Investment Bank - Malaysia
- Xindia Steels Limited - India
- Bharathi Cement Corporation - India
- Ministry of Mines - Canada
- Vizag Seaport Private Limited - India
- Gujarat Sidhee Cement - India
- Samtan Co., Ltd - South Korea
- Formosa Plastics Group - Taiwan
- Mjunction Services Limited - India
- Pendopo Energi Batubara - Indonesia
- IEA Clean Coal Centre - UK
- Goldman Sachs - Singapore
- Krishnapatnam Port Company Ltd. - India
- European Bulk Services B.V. - Netherlands
- Central Java Power - Indonesia
- Kideco Jaya Agung - Indonesia
- Indonesian Coal Mining Association
- Kapuas Tunggal Persada - Indonesia
- Alfred C Toepfer International GmbH - Germany
- Bahari Cakrawala Sebuku - Indonesia
- Borneo Indobara - Indonesia
- Kumho Petrochemical, South Korea
- Bulk Trading Sa - Switzerland
- Rashtriya Ispat Nigam Limited - India
- Aditya Birla Group - India
- Wood Mackenzie - Singapore
- Commonwealth Bank - Australia
- Makarim & Taira - Indonesia
- Siam City Cement - Thailand
- Uttam Galva Steels Limited - India
- Heidelberg Cement - Germany
- PTC India Limited - India
- Altura Mining Limited, Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Independent Power Producers Association of India
- White Energy Company Limited
- Jorong Barutama Greston.PT - Indonesia
- Savvy Resources Ltd - HongKong
- Energy Link Ltd, New Zealand
- PNOC Exploration Corporation - Philippines
- Siam City Cement PLC, Thailand
- Antam Resourcindo - Indonesia
- Global Coal Blending Company Limited - Australia
- Neyveli Lignite Corporation Ltd, - India
- Thai Mozambique Logistica
- Cement Manufacturers Association - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Parry Sugars Refinery, India
- MS Steel International - UAE
- Simpson Spence & Young - Indonesia
- Central Electricity Authority - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sojitz Corporation - Japan
- Mercuria Energy - Indonesia
- Iligan Light & Power Inc, Philippines
- South Luzon Thermal Energy Corporation
- Meenaskhi Energy Private Limited - India
- Ind-Barath Power Infra Limited - India
- Wilmar Investment Holdings
- Bhushan Steel Limited - India
- Sakthi Sugars Limited - India
- Vedanta Resources Plc - India
- Globalindo Alam Lestari - Indonesia
- Coalindo Energy - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- San Jose City I Power Corp, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Global Business Power Corporation, Philippines
- Holcim Trading Pte Ltd - Singapore
- Trasteel International SA, Italy
- Bhoruka Overseas - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Larsen & Toubro Limited - India
- Bhatia International Limited - India
- Ministry of Finance - Indonesia
- Aboitiz Power Corporation - Philippines
- London Commodity Brokers - England
- Sindya Power Generating Company Private Ltd
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