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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, 06 July 16
MARKET INSIGHT - VASSILIS VASSILIOU
After a fairly silent first half of the year in the ship repair sector, we have finally a harmonized workload in the shipyards around the world. Ma ...
Tuesday, 05 July 16
DRY BULK SHIPPING'S RECOVERY NOT SEEN UNTIL 2018 - SGX
SGX freight derivative volumes totaled 36,542 contracts in June (-28% m/m; +52% y/y), while open interest averaged 121,189 contracts during the mon ...
Tuesday, 05 July 16
SPOT COAL INDEXES FOR INDONESIAN COAL CONTINUE TO HOLD FIRM - CS COAL INDEX
COALspot.com: Average 5000 GAR coal index of Indonesian origin was up by 0.83 percent week over week to averaging $39.98 per ton this past week, sh ...
Monday, 04 July 16
INDONESIA COAL PRICE REFERENCE CLIMBED 2.30% IN JULY
COALspot.com: The Indonesia Coal Benchmark Price increased in July 2016.
The Director General of Mineral and Coal of Indonesia, the r ...
Monday, 04 July 16
BDI ROSE ON STRONGER DEMAND ACROSS ALL VESSEL SEGMENTS
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities rose this past week. The BDI was up 11.16 percent from la ...
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- Offshore Bulk Terminal Pte Ltd, Singapore
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- Planning Commission, India
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- Electricity Authority, New Zealand
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- Toyota Tsusho Corporation, Japan
- Anglo American - United Kingdom
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- Dong Bac Coal Mineral Investment Coporation - Vietnam
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- Straits Asia Resources Limited - Singapore
- Cement Manufacturers Association - India
- Leighton Contractors Pty Ltd - Australia
- Vedanta Resources Plc - India
- Singapore Mercantile Exchange
- Xindia Steels Limited - India
- VISA Power Limited - India
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- Energy Link Ltd, New Zealand
- IEA Clean Coal Centre - UK
- CIMB Investment Bank - Malaysia
- Pipit Mutiara Jaya. PT, Indonesia
- The University of Queensland
- Power Finance Corporation Ltd., India
- Indika Energy - Indonesia
- Deloitte Consulting - India
- Star Paper Mills Limited - India
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- Thiess Contractors Indonesia
- New Zealand Coal & Carbon
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- Indonesian Coal Mining Association
- SMC Global Power, Philippines
- Kartika Selabumi Mining - Indonesia
- Binh Thuan Hamico - Vietnam
- Jindal Steel & Power Ltd - India
- Sree Jayajothi Cements Limited - India
- Oldendorff Carriers - Singapore
- Makarim & Taira - Indonesia
- Meenaskhi Energy Private Limited - India
- Miang Besar Coal Terminal - Indonesia
- Port Waratah Coal Services - Australia
- Agrawal Coal Company - India
- Bangladesh Power Developement Board
- Globalindo Alam Lestari - Indonesia
- Billiton Holdings Pty Ltd - Australia
- Petrochimia International Co. Ltd.- Taiwan
- Kaltim Prima Coal - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Rashtriya Ispat Nigam Limited - India
- Bhushan Steel Limited - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Trasteel International SA, Italy
- IHS Mccloskey Coal Group - USA
- Sarangani Energy Corporation, Philippines
- Jorong Barutama Greston.PT - Indonesia
- SN Aboitiz Power Inc, Philippines
- Iligan Light & Power Inc, Philippines
- McConnell Dowell - Australia
- AsiaOL BioFuels Corp., Philippines
- Indian Energy Exchange, India
- Simpson Spence & Young - Indonesia
- Tata Chemicals Ltd - India
- Sical Logistics Limited - India
- Economic Council, Georgia
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- Georgia Ports Authority, United States
- Indian Oil Corporation Limited
- Global Business Power Corporation, Philippines
- Bayan Resources Tbk. - Indonesia
- Marubeni Corporation - India
- Bukit Baiduri Energy - Indonesia
- Goldman Sachs - Singapore
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- Intertek Mineral Services - Indonesia
- Mjunction Services Limited - India
- Directorate Of Revenue Intelligence - India
- Ministry of Finance - Indonesia
- Edison Trading Spa - Italy
- Maheswari Brothers Coal Limited - India
- White Energy Company Limited
- Mercuria Energy - Indonesia
- Timah Investasi Mineral - Indoneisa
- Heidelberg Cement - Germany
- Jaiprakash Power Ventures ltd
- Altura Mining Limited, Indonesia
- European Bulk Services B.V. - Netherlands
- Holcim Trading Pte Ltd - Singapore
- Romanian Commodities Exchange
- Eastern Energy - Thailand
- Independent Power Producers Association of India
- Global Coal Blending Company Limited - Australia
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- The State Trading Corporation of India Ltd
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- Kumho Petrochemical, South Korea
- The Treasury - Australian Government
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- Metalloyd Limited - United Kingdom
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- Commonwealth Bank - Australia
- Sojitz Corporation - Japan
- Mintek Dendrill Indonesia
- Bahari Cakrawala Sebuku - Indonesia
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- Attock Cement Pakistan Limited
- Standard Chartered Bank - UAE
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- Africa Commodities Group - South Africa
- Lanco Infratech Ltd - India
- OPG Power Generation Pvt Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- South Luzon Thermal Energy Corporation
- Chettinad Cement Corporation Ltd - India
- Barasentosa Lestari - Indonesia
- Wood Mackenzie - Singapore
- Eastern Coal Council - USA
- Madhucon Powers Ltd - India
- Kideco Jaya Agung - Indonesia
- Energy Development Corp, Philippines
- Australian Commodity Traders Exchange
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Wilmar Investment Holdings
- Semirara Mining Corp, Philippines
- Electricity Generating Authority of Thailand
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- Siam City Cement PLC, Thailand
- Interocean Group of Companies - India
- Ministry of Transport, Egypt
- TNB Fuel Sdn Bhd - Malaysia
- Indo Tambangraya Megah - Indonesia
- Savvy Resources Ltd - HongKong
- Gujarat Electricity Regulatory Commission - India
- Kohat Cement Company Ltd. - Pakistan
- Riau Bara Harum - Indonesia
- San Jose City I Power Corp, Philippines
- Larsen & Toubro Limited - India
- Ceylon Electricity Board - Sri Lanka
- Bulk Trading Sa - Switzerland
- Vijayanagar Sugar Pvt Ltd - India
- SMG Consultants - Indonesia
- Price Waterhouse Coopers - Russia
- Kepco SPC Power Corporation, Philippines
- Sakthi Sugars Limited - India
- TeaM Sual Corporation - Philippines
- Parry Sugars Refinery, India
- Antam Resourcindo - Indonesia
- Central Electricity Authority - India
- Cigading International Bulk Terminal - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Essar Steel Hazira Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Kalimantan Lumbung Energi - Indonesia
- Latin American Coal - Colombia
- Orica Mining Services - Indonesia
- Dalmia Cement Bharat India
- Karbindo Abesyapradhi - Indoneisa
- Bhoruka Overseas - Indonesia
- Tamil Nadu electricity Board
- Meralco Power Generation, Philippines
- Parliament of New Zealand
- Australian Coal Association
- Bank of Tokyo Mitsubishi UFJ Ltd
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- PNOC Exploration Corporation - Philippines
- Neyveli Lignite Corporation Ltd, - India
- Therma Luzon, Inc, Philippines
- Malabar Cements Ltd - India
- Ministry of Mines - Canada
- Siam City Cement - Thailand
- LBH Netherlands Bv - Netherlands
- London Commodity Brokers - England
- Uttam Galva Steels Limited - India
- GN Power Mariveles Coal Plant, Philippines
- PowerSource Philippines DevCo
- Banpu Public Company Limited - Thailand
- Baramulti Group, Indonesia
- Renaissance Capital - South Africa
- Videocon Industries ltd - India
- Alfred C Toepfer International GmbH - Germany
- MS Steel International - UAE
- Posco Energy - South Korea
- Vizag Seaport Private Limited - India
- Pendopo Energi Batubara - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Samtan Co., Ltd - South Korea
- India Bulls Power Limited - India
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- Bharathi Cement Corporation - India
- Merrill Lynch Commodities Europe
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- Semirara Mining and Power Corporation, Philippines
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