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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, 01 June 16
ZERO SUPPLY TO FUEL GROWTH IN THE DRY BULK MARKET SAYS BIMCO PRESIDENT
The dry bulk market could become profitable again in 2019 – but only if a series of extremely tough and sustained measures are taken by shipo ...
Wednesday, 01 June 16
MARKET INSIGHT - LINOS KOGEVINAS
In another page from this year’s oil drama, oil has, after a series of gains, rebounded to ~$50 / barrel and immediately stopped climbing. &n ...
Tuesday, 31 May 16
CS50 INDONESIA COAL INDEX UP 0.28% COMPARED WITH A WEEK AGO
COALspot.com: Average 5000 GAR coal index of Indonesian origin was up 0.28 percent week over week to averaging $39.01 per ton this past week, shows ...
Monday, 30 May 16
BORYEONG POWER PLANT TO IMPORT HALF A MILLION TONS OF BITUMINOUS COAL
COALspot.com: South Korea’s state-owned utility Korea Midland Power (KOMIPO) issued a new tender for 500,000 Metric Tons of Bituminous Coal T ...
Monday, 30 May 16
BCI ENDING AT 830 POINTS, DOWN 4.6 PER CENT W/W
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities decline this week. The freight market was weak this past ...
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Showing 2411 to 2415 news of total 6871 |
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- Grasim Industreis Ltd - India
- SN Aboitiz Power Inc, Philippines
- Posco Energy - South Korea
- CNBM International Corporation - China
- Ministry of Mines - Canada
- Merrill Lynch Commodities Europe
- Wilmar Investment Holdings
- Timah Investasi Mineral - Indoneisa
- Africa Commodities Group - South Africa
- The University of Queensland
- Gujarat Sidhee Cement - India
- Indo Tambangraya Megah - Indonesia
- Oldendorff Carriers - Singapore
- San Jose City I Power Corp, Philippines
- GVK Power & Infra Limited - India
- Meenaskhi Energy Private Limited - India
- Thiess Contractors Indonesia
- Electricity Generating Authority of Thailand
- Indian Oil Corporation Limited
- IEA Clean Coal Centre - UK
- Kumho Petrochemical, South Korea
- Sree Jayajothi Cements Limited - India
- Kartika Selabumi Mining - Indonesia
- ICICI Bank Limited - India
- Anglo American - United Kingdom
- Ministry of Finance - Indonesia
- Kepco SPC Power Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- Economic Council, Georgia
- Sindya Power Generating Company Private Ltd
- Directorate Of Revenue Intelligence - India
- Rio Tinto Coal - Australia
- Sical Logistics Limited - India
- Minerals Council of Australia
- Port Waratah Coal Services - Australia
- Jaiprakash Power Ventures ltd
- Vizag Seaport Private Limited - India
- Heidelberg Cement - Germany
- Toyota Tsusho Corporation, Japan
- Romanian Commodities Exchange
- European Bulk Services B.V. - Netherlands
- Directorate General of MIneral and Coal - Indonesia
- GMR Energy Limited - India
- Rashtriya Ispat Nigam Limited - India
- Ceylon Electricity Board - Sri Lanka
- Global Business Power Corporation, Philippines
- Orica Mining Services - Indonesia
- Bahari Cakrawala Sebuku - Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Sinarmas Energy and Mining - Indonesia
- Asmin Koalindo Tuhup - Indonesia
- Bukit Makmur.PT - Indonesia
- Essar Steel Hazira Ltd - India
- Billiton Holdings Pty Ltd - Australia
- PTC India Limited - India
- Pendopo Energi Batubara - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Vijayanagar Sugar Pvt Ltd - India
- Vedanta Resources Plc - India
- Maharashtra Electricity Regulatory Commission - India
- Energy Link Ltd, New Zealand
- Aboitiz Power Corporation - Philippines
- Tamil Nadu electricity Board
- Bayan Resources Tbk. - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ind-Barath Power Infra Limited - India
- PetroVietnam Power Coal Import and Supply Company
- Australian Coal Association
- Chettinad Cement Corporation Ltd - India
- Jindal Steel & Power Ltd - India
- AsiaOL BioFuels Corp., Philippines
- Riau Bara Harum - Indonesia
- Makarim & Taira - Indonesia
- Coal and Oil Company - UAE
- Price Waterhouse Coopers - Russia
- Malabar Cements Ltd - India
- Semirara Mining Corp, Philippines
- Cigading International Bulk Terminal - Indonesia
- Borneo Indobara - Indonesia
- Bharathi Cement Corporation - India
- Bhatia International Limited - India
- PowerSource Philippines DevCo
- Karaikal Port Pvt Ltd - India
- South Luzon Thermal Energy Corporation
- GAC Shipping (India) Pvt Ltd
- Edison Trading Spa - Italy
- Coastal Gujarat Power Limited - India
- Miang Besar Coal Terminal - Indonesia
- Independent Power Producers Association of India
- Goldman Sachs - Singapore
- Indian Energy Exchange, India
- Attock Cement Pakistan Limited
- Marubeni Corporation - India
- Offshore Bulk Terminal Pte Ltd, Singapore
- Semirara Mining and Power Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Eastern Energy - Thailand
- Krishnapatnam Port Company Ltd. - India
- Star Paper Mills Limited - India
- Global Green Power PLC Corporation, Philippines
- Ambuja Cements Ltd - India
- International Coal Ventures Pvt Ltd - India
- Australian Commodity Traders Exchange
- Ministry of Transport, Egypt
- The Treasury - Australian Government
- Sarangani Energy Corporation, Philippines
- Kaltim Prima Coal - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Mercuria Energy - Indonesia
- Siam City Cement PLC, Thailand
- Uttam Galva Steels Limited - India
- New Zealand Coal & Carbon
- Bank of Tokyo Mitsubishi UFJ Ltd
- Globalindo Alam Lestari - Indonesia
- TeaM Sual Corporation - Philippines
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Gujarat Mineral Development Corp Ltd - India
- Kobexindo Tractors - Indoneisa
- Kapuas Tunggal Persada - Indonesia
- OPG Power Generation Pvt Ltd - India
- Standard Chartered Bank - UAE
- Siam City Cement - Thailand
- White Energy Company Limited
- Lanco Infratech Ltd - India
- Indika Energy - Indonesia
- Energy Development Corp, Philippines
- Intertek Mineral Services - Indonesia
- Samtan Co., Ltd - South Korea
- LBH Netherlands Bv - Netherlands
- Baramulti Group, Indonesia
- Carbofer General Trading SA - India
- Coalindo Energy - Indonesia
- Central Electricity Authority - India
- Latin American Coal - Colombia
- Medco Energi Mining Internasional
- Commonwealth Bank - Australia
- Bukit Baiduri Energy - Indonesia
- Eastern Coal Council - USA
- Salva Resources Pvt Ltd - India
- Bangladesh Power Developement Board
- Altura Mining Limited, Indonesia
- Kalimantan Lumbung Energi - Indonesia
- India Bulls Power Limited - India
- Meralco Power Generation, Philippines
- Agrawal Coal Company - India
- Mintek Dendrill Indonesia
- ASAPP Information Group - India
- GN Power Mariveles Coal Plant, Philippines
- Wood Mackenzie - Singapore
- Manunggal Multi Energi - Indonesia
- Banpu Public Company Limited - Thailand
- Straits Asia Resources Limited - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Pipit Mutiara Jaya. PT, Indonesia
- Indonesian Coal Mining Association
- Videocon Industries ltd - India
- Sakthi Sugars Limited - India
- The State Trading Corporation of India Ltd
- London Commodity Brokers - England
- Planning Commission, India
- Alfred C Toepfer International GmbH - Germany
- SMC Global Power, Philippines
- Mjunction Services Limited - India
- Maheswari Brothers Coal Limited - India
- McConnell Dowell - Australia
- Iligan Light & Power Inc, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Indogreen Group - Indonesia
- Antam Resourcindo - Indonesia
- Power Finance Corporation Ltd., India
- Bhoruka Overseas - Indonesia
- Aditya Birla Group - India
- Central Java Power - Indonesia
- Parliament of New Zealand
- Tata Chemicals Ltd - India
- PNOC Exploration Corporation - Philippines
- Parry Sugars Refinery, India
- Deloitte Consulting - India
- Gujarat Electricity Regulatory Commission - India
- Trasteel International SA, Italy
- Sojitz Corporation - Japan
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Electricity Authority, New Zealand
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Simpson Spence & Young - Indonesia
- Thai Mozambique Logistica
- Renaissance Capital - South Africa
- Binh Thuan Hamico - Vietnam
- VISA Power Limited - India
- Cement Manufacturers Association - India
- Kideco Jaya Agung - Indonesia
- SMG Consultants - Indonesia
- Bhushan Steel Limited - India
- Chamber of Mines of South Africa
- Metalloyd Limited - United Kingdom
- Barasentosa Lestari - Indonesia
- Interocean Group of Companies - India
- Mercator Lines Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Larsen & Toubro Limited - India
- Orica Australia Pty. Ltd.
- Formosa Plastics Group - Taiwan
- Petron Corporation, Philippines
- Singapore Mercantile Exchange
- Bulk Trading Sa - Switzerland
- Dalmia Cement Bharat India
- Xindia Steels Limited - India
- CIMB Investment Bank - Malaysia
- TNB Fuel Sdn Bhd - Malaysia
- Neyveli Lignite Corporation Ltd, - India
- Savvy Resources Ltd - HongKong
- IHS Mccloskey Coal Group - USA
- Georgia Ports Authority, United States
- Holcim Trading Pte Ltd - Singapore
- Therma Luzon, Inc, Philippines
- Madhucon Powers Ltd - India
- MS Steel International - UAE
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