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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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Tuesday, 14 June 16
CS COAL INDICES ROSE UP FOR A THIRD STRAIGHT WEEK; 4200 GAR COAL UP 0.73%
COALspot.com: Average 5000 GAR coal index of Indonesian origin was up 0.54 percent week over week to averaging $39.37 per ton this past week, shows ...
Monday, 13 June 16
DEMAND FOR DRY BULK COMMODITIES COULD PROVIDE FUTURE BOOST FOR SHIP OWNERS - HELLENIC SHIPPING NEWS
When it comes to the dry bulk market, shipowners these days are looking for news in any shape or form they can find them. However, as the discussio ...
Monday, 13 June 16
ONSHORE SHALE: WORTH KEEPING IN THE SHIPPING SPOTLIGHT CLARKSONS
Generally, shipping industry watchers spend much of their time monitoring events out to sea: how fleets are evolving, trade volumes growing and fre ...
Monday, 13 June 16
PORT OF NEWCASTLE SHIPPED 5.03% MORE COAL IN MAY; AVERAGE SELLING PRICE DECLINED 2.08% FROM APRIL
COALspot.com: The Port of Newcastle, Australia’s major trading ports and the world’s largest coal export port has shipped $AU 1.162bill ...
Monday, 13 June 16
BALTIC INDEX FLAT, INDEX FOR CAPE RISE
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities flat this past week. The freight market was almost same l ...
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- Asmin Koalindo Tuhup - Indonesia
- Orica Mining Services - Indonesia
- Marubeni Corporation - India
- MS Steel International - UAE
- Antam Resourcindo - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Port Waratah Coal Services - Australia
- Commonwealth Bank - Australia
- Bulk Trading Sa - Switzerland
- Pipit Mutiara Jaya. PT, Indonesia
- Bhatia International Limited - India
- Attock Cement Pakistan Limited
- Cigading International Bulk Terminal - Indonesia
- Bangladesh Power Developement Board
- PTC India Limited - India
- Global Coal Blending Company Limited - Australia
- Mercator Lines Limited - India
- Vizag Seaport Private Limited - India
- Electricity Generating Authority of Thailand
- Power Finance Corporation Ltd., India
- Alfred C Toepfer International GmbH - Germany
- Indika Energy - Indonesia
- Kepco SPC Power Corporation, Philippines
- Standard Chartered Bank - UAE
- IEA Clean Coal Centre - UK
- Meralco Power Generation, Philippines
- Thai Mozambique Logistica
- Kideco Jaya Agung - Indonesia
- Dalmia Cement Bharat India
- Iligan Light & Power Inc, Philippines
- Renaissance Capital - South Africa
- Eastern Coal Council - USA
- San Jose City I Power Corp, Philippines
- Metalloyd Limited - United Kingdom
- Rashtriya Ispat Nigam Limited - India
- Intertek Mineral Services - Indonesia
- Star Paper Mills Limited - India
- Mjunction Services Limited - India
- Energy Development Corp, Philippines
- Chettinad Cement Corporation Ltd - India
- Billiton Holdings Pty Ltd - Australia
- Kohat Cement Company Ltd. - Pakistan
- Australian Commodity Traders Exchange
- Bukit Baiduri Energy - Indonesia
- Chamber of Mines of South Africa
- Directorate Of Revenue Intelligence - India
- Borneo Indobara - Indonesia
- Wood Mackenzie - Singapore
- Aboitiz Power Corporation - Philippines
- Price Waterhouse Coopers - Russia
- Romanian Commodities Exchange
- Globalindo Alam Lestari - Indonesia
- Baramulti Group, Indonesia
- European Bulk Services B.V. - Netherlands
- Coal and Oil Company - UAE
- Leighton Contractors Pty Ltd - Australia
- Kumho Petrochemical, South Korea
- Edison Trading Spa - Italy
- Australian Coal Association
- Miang Besar Coal Terminal - Indonesia
- Heidelberg Cement - Germany
- Kaltim Prima Coal - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Energy Link Ltd, New Zealand
- White Energy Company Limited
- The University of Queensland
- Savvy Resources Ltd - HongKong
- Central Electricity Authority - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Formosa Plastics Group - Taiwan
- Posco Energy - South Korea
- Coalindo Energy - Indonesia
- Ministry of Mines - Canada
- ASAPP Information Group - India
- GMR Energy Limited - India
- Binh Thuan Hamico - Vietnam
- Gujarat Mineral Development Corp Ltd - India
- Uttam Galva Steels Limited - India
- Bhushan Steel Limited - India
- Sarangani Energy Corporation, Philippines
- Sree Jayajothi Cements Limited - India
- Jindal Steel & Power Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Merrill Lynch Commodities Europe
- TeaM Sual Corporation - Philippines
- Altura Mining Limited, Indonesia
- SN Aboitiz Power Inc, Philippines
- Samtan Co., Ltd - South Korea
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Sakthi Sugars Limited - India
- Malabar Cements Ltd - India
- Trasteel International SA, Italy
- Mintek Dendrill Indonesia
- The Treasury - Australian Government
- Central Java Power - Indonesia
- Meenaskhi Energy Private Limited - India
- PowerSource Philippines DevCo
- Petrochimia International Co. Ltd.- Taiwan
- Barasentosa Lestari - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Timah Investasi Mineral - Indoneisa
- Ind-Barath Power Infra Limited - India
- Latin American Coal - Colombia
- Pendopo Energi Batubara - Indonesia
- Semirara Mining Corp, Philippines
- Kalimantan Lumbung Energi - Indonesia
- Ambuja Cements Ltd - India
- Larsen & Toubro Limited - India
- Wilmar Investment Holdings
- Straits Asia Resources Limited - Singapore
- Economic Council, Georgia
- India Bulls Power Limited - India
- Thiess Contractors Indonesia
- Mercuria Energy - Indonesia
- Therma Luzon, Inc, Philippines
- ICICI Bank Limited - India
- McConnell Dowell - Australia
- Eastern Energy - Thailand
- Salva Resources Pvt Ltd - India
- LBH Netherlands Bv - Netherlands
- TNB Fuel Sdn Bhd - Malaysia
- IHS Mccloskey Coal Group - USA
- Planning Commission, India
- Vedanta Resources Plc - India
- Aditya Birla Group - India
- Oldendorff Carriers - Singapore
- Bukit Makmur.PT - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Directorate General of MIneral and Coal - Indonesia
- Carbofer General Trading SA - India
- Jaiprakash Power Ventures ltd
- Parry Sugars Refinery, India
- Indogreen Group - Indonesia
- Orica Australia Pty. Ltd.
- Singapore Mercantile Exchange
- New Zealand Coal & Carbon
- Riau Bara Harum - Indonesia
- Xindia Steels Limited - India
- Agrawal Coal Company - India
- PetroVietnam Power Coal Import and Supply Company
- Lanco Infratech Ltd - India
- Maheswari Brothers Coal Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Sinarmas Energy and Mining - Indonesia
- Cement Manufacturers Association - India
- Bayan Resources Tbk. - Indonesia
- Gujarat Sidhee Cement - India
- Rio Tinto Coal - Australia
- Indonesian Coal Mining Association
- Tata Chemicals Ltd - India
- GAC Shipping (India) Pvt Ltd
- Georgia Ports Authority, United States
- Simpson Spence & Young - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Petron Corporation, Philippines
- Parliament of New Zealand
- Grasim Industreis Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Videocon Industries ltd - India
- Goldman Sachs - Singapore
- Gujarat Electricity Regulatory Commission - India
- International Coal Ventures Pvt Ltd - India
- London Commodity Brokers - England
- CIMB Investment Bank - Malaysia
- The State Trading Corporation of India Ltd
- Coastal Gujarat Power Limited - India
- Anglo American - United Kingdom
- Indian Energy Exchange, India
- Ministry of Finance - Indonesia
- Siam City Cement - Thailand
- Bharathi Cement Corporation - India
- South Luzon Thermal Energy Corporation
- Global Business Power Corporation, Philippines
- Sical Logistics Limited - India
- Sojitz Corporation - Japan
- Indian Oil Corporation Limited
- Kobexindo Tractors - Indoneisa
- Independent Power Producers Association of India
- Siam City Cement PLC, Thailand
- Banpu Public Company Limited - Thailand
- Minerals Council of Australia
- VISA Power Limited - India
- Africa Commodities Group - South Africa
- Makarim & Taira - Indonesia
- OPG Power Generation Pvt Ltd - India
- Indo Tambangraya Megah - Indonesia
- SMC Global Power, Philippines
- Bahari Cakrawala Sebuku - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Jorong Barutama Greston.PT - Indonesia
- Bhoruka Overseas - Indonesia
- Essar Steel Hazira Ltd - India
- CNBM International Corporation - China
- Interocean Group of Companies - India
- Madhucon Powers Ltd - India
- Manunggal Multi Energi - Indonesia
- Toyota Tsusho Corporation, Japan
- Deloitte Consulting - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Semirara Mining and Power Corporation, Philippines
- Electricity Authority, New Zealand
- Global Green Power PLC Corporation, Philippines
- Sindya Power Generating Company Private Ltd
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Maharashtra Electricity Regulatory Commission - India
- Kartika Selabumi Mining - Indonesia
- Ministry of Transport, Egypt
- GN Power Mariveles Coal Plant, Philippines
- Kapuas Tunggal Persada - Indonesia
- SMG Consultants - Indonesia
- Medco Energi Mining Internasional
- Karaikal Port Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- Tamil Nadu electricity Board
- PNOC Exploration Corporation - Philippines
- GVK Power & Infra Limited - India
- Bukit Asam (Persero) Tbk - Indonesia
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