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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, 24 May 16
WEEKLY CS COAL INDICES NEGATIVE FOR ALL TYPES OF COAL EXCEPT 3800 GAR COAL
COALspot.com: Average 5000 GAR coal index of Indonesian origin was down 0.10 percent week over week to averaging $38.90 per ton this past week, sho ...
Monday, 23 May 16
A PERFECT STORM FOR INDONESIAN STEAM COAL EXPORTS - CLARKSON RESEARCH
Indonesia is the world’s leading steam coal exporter, accounting for over 40% of global seaborne steam coal exports since 2010. However in 20 ...
Monday, 23 May 16
THE PANAMAX INDEX WAS UP 17 POINTS W/W
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities rose this week.
The freight market was firm and all ...
Friday, 20 May 16
SHIPBUILDING CONTRACTS: CAN I CANCEL? SHOULD I CANCEL? - THE SHIPOWNER CLUB
KNOWLEDGE TO ELEVATE
There are many circumstances in which a buyer of a new-build vessel might want to terminate or cancel their contract with ...
Friday, 20 May 16
U.S COAL PRODUCTION FOR THE WEEK ENDED 14 MAY TOTALED 11.4 MMST; UP 3.8% W/W
COALspot.com – U.S the world’s second largest coal producer has produced approximately totaled an estimated 11.4 million short tons (mm ...
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Showing 2421 to 2425 news of total 6871 |
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- The University of Queensland
- San Jose City I Power Corp, Philippines
- Interocean Group of Companies - India
- Indogreen Group - Indonesia
- Central Java Power - Indonesia
- Madhucon Powers Ltd - India
- PNOC Exploration Corporation - Philippines
- Carbofer General Trading SA - India
- Semirara Mining and Power Corporation, Philippines
- Electricity Authority, New Zealand
- Holcim Trading Pte Ltd - Singapore
- Eastern Energy - Thailand
- Kaltim Prima Coal - Indonesia
- Bhushan Steel Limited - India
- Kohat Cement Company Ltd. - Pakistan
- McConnell Dowell - Australia
- Formosa Plastics Group - Taiwan
- CIMB Investment Bank - Malaysia
- Coal and Oil Company - UAE
- Oldendorff Carriers - Singapore
- London Commodity Brokers - England
- Coastal Gujarat Power Limited - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Bukit Makmur.PT - Indonesia
- Ministry of Mines - Canada
- Mintek Dendrill Indonesia
- ASAPP Information Group - India
- International Coal Ventures Pvt Ltd - India
- Chettinad Cement Corporation Ltd - India
- Parliament of New Zealand
- Karaikal Port Pvt Ltd - India
- Semirara Mining Corp, Philippines
- Latin American Coal - Colombia
- Star Paper Mills Limited - India
- TeaM Sual Corporation - Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Maheswari Brothers Coal Limited - India
- Australian Commodity Traders Exchange
- Global Green Power PLC Corporation, Philippines
- Petron Corporation, Philippines
- Central Electricity Authority - India
- Bahari Cakrawala Sebuku - Indonesia
- LBH Netherlands Bv - Netherlands
- ICICI Bank Limited - India
- Metalloyd Limited - United Kingdom
- Karbindo Abesyapradhi - Indoneisa
- Riau Bara Harum - Indonesia
- VISA Power Limited - India
- White Energy Company Limited
- Gujarat Mineral Development Corp Ltd - India
- The State Trading Corporation of India Ltd
- AsiaOL BioFuels Corp., Philippines
- Malabar Cements Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Mercator Lines Limited - India
- Manunggal Multi Energi - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Altura Mining Limited, Indonesia
- Gujarat Electricity Regulatory Commission - India
- Uttam Galva Steels Limited - India
- Vijayanagar Sugar Pvt Ltd - India
- Orica Mining Services - Indonesia
- Energy Development Corp, Philippines
- Xindia Steels Limited - India
- Georgia Ports Authority, United States
- Sical Logistics Limited - India
- MS Steel International - UAE
- Medco Energi Mining Internasional
- GAC Shipping (India) Pvt Ltd
- Ambuja Cements Ltd - India
- The Treasury - Australian Government
- Heidelberg Cement - Germany
- Iligan Light & Power Inc, Philippines
- Vedanta Resources Plc - India
- Global Business Power Corporation, Philippines
- Ceylon Electricity Board - Sri Lanka
- GVK Power & Infra Limited - India
- Toyota Tsusho Corporation, Japan
- IHS Mccloskey Coal Group - USA
- Alfred C Toepfer International GmbH - Germany
- Makarim & Taira - Indonesia
- Anglo American - United Kingdom
- Trasteel International SA, Italy
- OPG Power Generation Pvt Ltd - India
- Thai Mozambique Logistica
- Australian Coal Association
- Sojitz Corporation - Japan
- Sakthi Sugars Limited - India
- Indian Energy Exchange, India
- Bhatia International Limited - India
- Merrill Lynch Commodities Europe
- Intertek Mineral Services - Indonesia
- Mercuria Energy - Indonesia
- Marubeni Corporation - India
- Samtan Co., Ltd - South Korea
- Sree Jayajothi Cements Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Africa Commodities Group - South Africa
- South Luzon Thermal Energy Corporation
- Essar Steel Hazira Ltd - India
- Aditya Birla Group - India
- Indika Energy - Indonesia
- Directorate Of Revenue Intelligence - India
- Bharathi Cement Corporation - India
- Banpu Public Company Limited - Thailand
- Bukit Asam (Persero) Tbk - Indonesia
- Rashtriya Ispat Nigam Limited - India
- European Bulk Services B.V. - Netherlands
- GMR Energy Limited - India
- Billiton Holdings Pty Ltd - Australia
- Larsen & Toubro Limited - India
- Bank of Tokyo Mitsubishi UFJ Ltd
- Simpson Spence & Young - Indonesia
- Leighton Contractors Pty Ltd - Australia
- Maharashtra Electricity Regulatory Commission - India
- Tata Chemicals Ltd - India
- Indo Tambangraya Megah - Indonesia
- SN Aboitiz Power Inc, Philippines
- Therma Luzon, Inc, Philippines
- Kideco Jaya Agung - Indonesia
- SMC Global Power, Philippines
- Price Waterhouse Coopers - Russia
- Parry Sugars Refinery, India
- Attock Cement Pakistan Limited
- Singapore Mercantile Exchange
- Asmin Koalindo Tuhup - Indonesia
- Binh Thuan Hamico - Vietnam
- Wood Mackenzie - Singapore
- Sinarmas Energy and Mining - Indonesia
- Pendopo Energi Batubara - Indonesia
- New Zealand Coal & Carbon
- Goldman Sachs - Singapore
- GN Power Mariveles Coal Plant, Philippines
- Bhoruka Overseas - Indonesia
- Siam City Cement - Thailand
- Meenaskhi Energy Private Limited - India
- Standard Chartered Bank - UAE
- TNB Fuel Sdn Bhd - Malaysia
- Orica Australia Pty. Ltd.
- CNBM International Corporation - China
- Vizag Seaport Private Limited - India
- Ministry of Finance - Indonesia
- Edison Trading Spa - Italy
- Kartika Selabumi Mining - Indonesia
- Kumho Petrochemical, South Korea
- Bulk Trading Sa - Switzerland
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- PetroVietnam Power Coal Import and Supply Company
- Gujarat Sidhee Cement - India
- Jindal Steel & Power Ltd - India
- Baramulti Group, Indonesia
- Savvy Resources Ltd - HongKong
- Bangladesh Power Developement Board
- Ministry of Transport, Egypt
- Dalmia Cement Bharat India
- Indonesian Coal Mining Association
- Port Waratah Coal Services - Australia
- Meralco Power Generation, Philippines
- Thiess Contractors Indonesia
- Energy Link Ltd, New Zealand
- Electricity Generating Authority of Thailand
- IEA Clean Coal Centre - UK
- Tamil Nadu electricity Board
- Wilmar Investment Holdings
- Bayan Resources Tbk. - Indonesia
- Ind-Barath Power Infra Limited - India
- Renaissance Capital - South Africa
- Kepco SPC Power Corporation, Philippines
- SMG Consultants - Indonesia
- PTC India Limited - India
- Sindya Power Generating Company Private Ltd
- Offshore Bulk Terminal Pte Ltd, Singapore
- Antam Resourcindo - Indonesia
- Lanco Infratech Ltd - India
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Kobexindo Tractors - Indoneisa
- Sarangani Energy Corporation, Philippines
- Miang Besar Coal Terminal - Indonesia
- Bukit Baiduri Energy - Indonesia
- Jaiprakash Power Ventures ltd
- Grasim Industreis Ltd - India
- Kalimantan Lumbung Energi - Indonesia
- Videocon Industries ltd - India
- Independent Power Producers Association of India
- Barasentosa Lestari - Indonesia
- Global Coal Blending Company Limited - Australia
- PowerSource Philippines DevCo
- India Bulls Power Limited - India
- Straits Asia Resources Limited - Singapore
- Rio Tinto Coal - Australia
- Planning Commission, India
- Kapuas Tunggal Persada - Indonesia
- Posco Energy - South Korea
- Eastern Coal Council - USA
- Economic Council, Georgia
- Borneo Indobara - Indonesia
- Power Finance Corporation Ltd., India
- Cigading International Bulk Terminal - Indonesia
- Chamber of Mines of South Africa
- Deloitte Consulting - India
- Salva Resources Pvt Ltd - India
- Globalindo Alam Lestari - Indonesia
- Indian Oil Corporation Limited
- Romanian Commodities Exchange
- Commonwealth Bank - Australia
- Directorate General of MIneral and Coal - Indonesia
- Aboitiz Power Corporation - Philippines
- Coalindo Energy - Indonesia
- Neyveli Lignite Corporation Ltd, - India
- Agrawal Coal Company - India
- Minerals Council of Australia
- Siam City Cement PLC, Thailand
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Cement Manufacturers Association - India
- Mjunction Services Limited - India
- Timah Investasi Mineral - Indoneisa
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