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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, 07 June 16
CS COAL INDEX ROSE FOR SECOND STRAIGHT WEEK
COALspot.com: Average 5000 GAR coal index of Indonesian origin was up 0.38 percent week over week to averaging $39.16 per ton this past week, shows ...
Monday, 06 June 16
BDI GAINED ON A STRONGER DEMAND FOR CAPESIZE SHIPS
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities rose this past week on a stronger demand for Capesize ves ...
Friday, 03 June 16
DRY BULK VESSEL DELIVERIES COULD BE LESS THAN 50 MILLION DWT IN 2016, AS OWNERS DELAY OR CANCEL NEWBUILDING ORDERS
The dry bulk market has been caught between a rock and a hard place over the course of the past couple of years, as on one hand demand has plunged, ...
Friday, 03 June 16
U.S WEEKLY COAL PRODUCTION SLIDES 1.3% - EIA
COALspot.com – U.S the world’s second largest coal producer has produced approximately totaled an estimated 11.5 million short tons (mm ...
Wednesday, 01 June 16
INDIA'S COAL IMPORTS IN APRIL 2016 DECLINED 15% Y/Y; COAL INDIA INCREASED COAL PRICES BY 6.2%
Coal India has approved raising weighted average coal prices by 6.2 per cent over the current price for both regulated and non-regulated sectors.
...
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Showing 2406 to 2410 news of total 6871 |
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- PetroVietnam Power Coal Import and Supply Company
- Bhushan Steel Limited - India
- GMR Energy Limited - India
- ASAPP Information Group - India
- ICICI Bank Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Edison Trading Spa - Italy
- Therma Luzon, Inc, Philippines
- Indika Energy - Indonesia
- IEA Clean Coal Centre - UK
- Semirara Mining and Power Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Ministry of Mines - Canada
- Bulk Trading Sa - Switzerland
- Independent Power Producers Association of India
- Siam City Cement - Thailand
- Uttam Galva Steels Limited - India
- Gujarat Mineral Development Corp Ltd - India
- Central Electricity Authority - India
- Star Paper Mills Limited - India
- Semirara Mining Corp, Philippines
- Jindal Steel & Power Ltd - India
- Barasentosa Lestari - Indonesia
- European Bulk Services B.V. - Netherlands
- SMG Consultants - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Essar Steel Hazira Ltd - India
- Carbofer General Trading SA - India
- LBH Netherlands Bv - Netherlands
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Georgia Ports Authority, United States
- Africa Commodities Group - South Africa
- Kepco SPC Power Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- Manunggal Multi Energi - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Sojitz Corporation - Japan
- Bhatia International Limited - India
- Parry Sugars Refinery, India
- CIMB Investment Bank - Malaysia
- Bukit Asam (Persero) Tbk - Indonesia
- Riau Bara Harum - Indonesia
- Meralco Power Generation, Philippines
- Posco Energy - South Korea
- Karaikal Port Pvt Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Directorate Of Revenue Intelligence - India
- Ceylon Electricity Board - Sri Lanka
- Chettinad Cement Corporation Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Price Waterhouse Coopers - Russia
- Thai Mozambique Logistica
- Cement Manufacturers Association - India
- White Energy Company Limited
- Aditya Birla Group - India
- Bahari Cakrawala Sebuku - Indonesia
- Gujarat Sidhee Cement - India
- Ind-Barath Power Infra Limited - India
- Kohat Cement Company Ltd. - Pakistan
- MS Steel International - UAE
- Pipit Mutiara Jaya. PT, Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Commonwealth Bank - Australia
- South Luzon Thermal Energy Corporation
- New Zealand Coal & Carbon
- Coalindo Energy - Indonesia
- Tata Chemicals Ltd - India
- Vijayanagar Sugar Pvt Ltd - India
- Bangladesh Power Developement Board
- Makarim & Taira - Indonesia
- Ministry of Finance - Indonesia
- Dalmia Cement Bharat India
- Indonesian Coal Mining Association
- Vizag Seaport Private Limited - India
- OPG Power Generation Pvt Ltd - India
- Larsen & Toubro Limited - India
- The University of Queensland
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Power Finance Corporation Ltd., India
- Petron Corporation, Philippines
- Grasim Industreis Ltd - India
- Aboitiz Power Corporation - Philippines
- CNBM International Corporation - China
- Banpu Public Company Limited - Thailand
- Formosa Plastics Group - Taiwan
- Orica Mining Services - Indonesia
- Heidelberg Cement - Germany
- Planning Commission, India
- Bayan Resources Tbk. - Indonesia
- Medco Energi Mining Internasional
- Global Green Power PLC Corporation, Philippines
- Indian Oil Corporation Limited
- Electricity Authority, New Zealand
- Australian Coal Association
- Sinarmas Energy and Mining - Indonesia
- Trasteel International SA, Italy
- Romanian Commodities Exchange
- Central Java Power - Indonesia
- Renaissance Capital - South Africa
- Simpson Spence & Young - Indonesia
- VISA Power Limited - India
- Latin American Coal - Colombia
- Ambuja Cements Ltd - India
- Attock Cement Pakistan Limited
- Salva Resources Pvt Ltd - India
- Indian Energy Exchange, India
- Bhoruka Overseas - Indonesia
- Xindia Steels Limited - India
- Standard Chartered Bank - UAE
- Antam Resourcindo - Indonesia
- Lanco Infratech Ltd - India
- Economic Council, Georgia
- Samtan Co., Ltd - South Korea
- The State Trading Corporation of India Ltd
- Krishnapatnam Port Company Ltd. - India
- Toyota Tsusho Corporation, Japan
- Petrochimia International Co. Ltd.- Taiwan
- Indogreen Group - Indonesia
- The Treasury - Australian Government
- Merrill Lynch Commodities Europe
- Gujarat Electricity Regulatory Commission - India
- Rio Tinto Coal - Australia
- Mercator Lines Limited - India
- Madhucon Powers Ltd - India
- IHS Mccloskey Coal Group - USA
- Jorong Barutama Greston.PT - Indonesia
- India Bulls Power Limited - India
- Oldendorff Carriers - Singapore
- Kartika Selabumi Mining - Indonesia
- GVK Power & Infra Limited - India
- Malabar Cements Ltd - India
- Borneo Indobara - Indonesia
- Kumho Petrochemical, South Korea
- Wood Mackenzie - Singapore
- PowerSource Philippines DevCo
- Alfred C Toepfer International GmbH - Germany
- Wilmar Investment Holdings
- Chamber of Mines of South Africa
- Deloitte Consulting - India
- Karbindo Abesyapradhi - Indoneisa
- Intertek Mineral Services - Indonesia
- Minerals Council of Australia
- PNOC Exploration Corporation - Philippines
- Leighton Contractors Pty Ltd - Australia
- SMC Global Power, Philippines
- Mercuria Energy - Indonesia
- Metalloyd Limited - United Kingdom
- Electricity Generating Authority of Thailand
- San Jose City I Power Corp, Philippines
- Rashtriya Ispat Nigam Limited - India
- Maheswari Brothers Coal Limited - India
- Coal and Oil Company - UAE
- Interocean Group of Companies - India
- Videocon Industries ltd - India
- PTC India Limited - India
- Indo Tambangraya Megah - Indonesia
- Mjunction Services Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Coastal Gujarat Power Limited - India
- Iligan Light & Power Inc, Philippines
- Kideco Jaya Agung - Indonesia
- Altura Mining Limited, Indonesia
- Holcim Trading Pte Ltd - Singapore
- Baramulti Group, Indonesia
- Ministry of Transport, Egypt
- Anglo American - United Kingdom
- Bukit Baiduri Energy - Indonesia
- Meenaskhi Energy Private Limited - India
- Sical Logistics Limited - India
- McConnell Dowell - Australia
- Mintek Dendrill Indonesia
- Timah Investasi Mineral - Indoneisa
- Energy Development Corp, Philippines
- Eastern Energy - Thailand
- Parliament of New Zealand
- Kapuas Tunggal Persada - Indonesia
- Straits Asia Resources Limited - Singapore
- London Commodity Brokers - England
- Bharathi Cement Corporation - India
- Binh Thuan Hamico - Vietnam
- Global Business Power Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Sindya Power Generating Company Private Ltd
- Port Waratah Coal Services - Australia
- International Coal Ventures Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- SN Aboitiz Power Inc, Philippines
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Savvy Resources Ltd - HongKong
- Thiess Contractors Indonesia
- Marubeni Corporation - India
- Maharashtra Electricity Regulatory Commission - India
- Globalindo Alam Lestari - Indonesia
- Siam City Cement PLC, Thailand
- Kaltim Prima Coal - Indonesia
- Jaiprakash Power Ventures ltd
- Goldman Sachs - Singapore
- Pendopo Energi Batubara - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- TeaM Sual Corporation - Philippines
- Eastern Coal Council - USA
- AsiaOL BioFuels Corp., Philippines
- Australian Commodity Traders Exchange
- Sakthi Sugars Limited - India
- Energy Link Ltd, New Zealand
- Orica Australia Pty. Ltd.
- Bukit Makmur.PT - Indonesia
- Singapore Mercantile Exchange
- Sree Jayajothi Cements Limited - India
- Vedanta Resources Plc - India
- Agrawal Coal Company - India
- GAC Shipping (India) Pvt Ltd
- Sarangani Energy Corporation, Philippines
- Tamil Nadu electricity Board
- Kobexindo Tractors - Indoneisa
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