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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, 17 May 16
CHINA THERMAL-POWER OVERSUPPLY TO WORSEN - FITCH
COALspot.com: The overcapacity in thermal-power generation in China is likely to worsen in 2016 to 2017, Fitch Ratings says in a new report.
F ...
Tuesday, 17 May 16
ON YOUR MARKS: TRACKING CHINESE TRADE - CLARKSONS
One of the major drivers behind the challenges currently facing many of the shipping markets has been slower demand growth. World seaborne trade gr ...
Monday, 16 May 16
INDONESIAN WEEKLY COAL INDICES AT POSITIVE LEVELS - CS (I) COAL INDEX
COALspot.com: Average 5000 GAR coal index of Indonesian origin up 0.31 percent week over week to averaging $38.94 per ton this past week, shows CS ...
Monday, 16 May 16
OPEC SEES RIVAL OIL PRODUCTION DECLINING
Crude Oil Price Movements
The OPEC Reference Basket averaged $37.86/b in April, a gain of $3.21 or 9.3%. This was 40% higher than the lows reache ...
Monday, 16 May 16
THE FREIGHT MARKET WAS WEAK AND ALL SEGMENTS EXCEPT PANAMAX WERE DOWN
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities decline this week.
The freight market was weak and a ...
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- Indian Oil Corporation Limited
- Coalindo Energy - Indonesia
- Renaissance Capital - South Africa
- Neyveli Lignite Corporation Ltd, - India
- Port Waratah Coal Services - Australia
- European Bulk Services B.V. - Netherlands
- Ind-Barath Power Infra Limited - India
- Bayan Resources Tbk. - Indonesia
- Sakthi Sugars Limited - India
- Kaltim Prima Coal - Indonesia
- Semirara Mining Corp, Philippines
- Makarim & Taira - Indonesia
- Pipit Mutiara Jaya. PT, Indonesia
- Xindia Steels Limited - India
- Samtan Co., Ltd - South Korea
- IEA Clean Coal Centre - UK
- MS Steel International - UAE
- AsiaOL BioFuels Corp., Philippines
- GAC Shipping (India) Pvt Ltd
- International Coal Ventures Pvt Ltd - India
- Asmin Koalindo Tuhup - Indonesia
- ASAPP Information Group - India
- Globalindo Alam Lestari - Indonesia
- Sindya Power Generating Company Private Ltd
- Larsen & Toubro Limited - India
- Medco Energi Mining Internasional
- Commonwealth Bank - Australia
- Australian Coal Association
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Power Finance Corporation Ltd., India
- Bukit Makmur.PT - Indonesia
- Rashtriya Ispat Nigam Limited - India
- Star Paper Mills Limited - India
- VISA Power Limited - India
- Ceylon Electricity Board - Sri Lanka
- Jaiprakash Power Ventures ltd
- Romanian Commodities Exchange
- Sojitz Corporation - Japan
- SMG Consultants - Indonesia
- Wood Mackenzie - Singapore
- Central Electricity Authority - India
- TeaM Sual Corporation - Philippines
- Trasteel International SA, Italy
- Binh Thuan Hamico - Vietnam
- Marubeni Corporation - India
- PetroVietnam Power Coal Import and Supply Company
- Attock Cement Pakistan Limited
- Siam City Cement PLC, Thailand
- Salva Resources Pvt Ltd - India
- London Commodity Brokers - England
- Bhushan Steel Limited - India
- Madhucon Powers Ltd - India
- Directorate General of MIneral and Coal - Indonesia
- Rio Tinto Coal - Australia
- Mjunction Services Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Directorate Of Revenue Intelligence - India
- Jindal Steel & Power Ltd - India
- Banpu Public Company Limited - Thailand
- GVK Power & Infra Limited - India
- Eastern Energy - Thailand
- Africa Commodities Group - South Africa
- OPG Power Generation Pvt Ltd - India
- India Bulls Power Limited - India
- Kohat Cement Company Ltd. - Pakistan
- Bharathi Cement Corporation - India
- Ministry of Finance - Indonesia
- Videocon Industries ltd - India
- Independent Power Producers Association of India
- Intertek Mineral Services - Indonesia
- Sarangani Energy Corporation, Philippines
- Standard Chartered Bank - UAE
- Deloitte Consulting - India
- Coastal Gujarat Power Limited - India
- Karaikal Port Pvt Ltd - India
- Global Business Power Corporation, Philippines
- ICICI Bank Limited - India
- Alfred C Toepfer International GmbH - Germany
- Asia Pacific Energy Resources Ventures Inc, Philippines
- White Energy Company Limited
- Uttam Galva Steels Limited - India
- Miang Besar Coal Terminal - Indonesia
- Pendopo Energi Batubara - Indonesia
- Ambuja Cements Ltd - India
- Central Java Power - Indonesia
- Essar Steel Hazira Ltd - India
- Thai Mozambique Logistica
- Meenaskhi Energy Private Limited - India
- Meralco Power Generation, Philippines
- Kideco Jaya Agung - Indonesia
- Formosa Plastics Group - Taiwan
- Grasim Industreis Ltd - India
- Parry Sugars Refinery, India
- Bhoruka Overseas - Indonesia
- PNOC Exploration Corporation - Philippines
- PowerSource Philippines DevCo
- Thiess Contractors Indonesia
- Anglo American - United Kingdom
- Vedanta Resources Plc - India
- Planning Commission, India
- Parliament of New Zealand
- Indonesian Coal Mining Association
- Minerals Council of Australia
- Lanco Infratech Ltd - India
- The University of Queensland
- Ministry of Mines - Canada
- New Zealand Coal & Carbon
- Vijayanagar Sugar Pvt Ltd - India
- Global Coal Blending Company Limited - Australia
- Orica Mining Services - Indonesia
- Heidelberg Cement - Germany
- Merrill Lynch Commodities Europe
- Bank of Tokyo Mitsubishi UFJ Ltd
- Simpson Spence & Young - Indonesia
- The Treasury - Australian Government
- Chamber of Mines of South Africa
- McConnell Dowell - Australia
- Edison Trading Spa - Italy
- Carbofer General Trading SA - India
- Kumho Petrochemical, South Korea
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Savvy Resources Ltd - HongKong
- Eastern Coal Council - USA
- Sinarmas Energy and Mining - Indonesia
- Gujarat Mineral Development Corp Ltd - India
- Energy Development Corp, Philippines
- CIMB Investment Bank - Malaysia
- Borneo Indobara - Indonesia
- Electricity Generating Authority of Thailand
- Tamil Nadu electricity Board
- Manunggal Multi Energi - Indonesia
- CNBM International Corporation - China
- Leighton Contractors Pty Ltd - Australia
- GMR Energy Limited - India
- Petron Corporation, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- Holcim Trading Pte Ltd - Singapore
- Straits Asia Resources Limited - Singapore
- Riau Bara Harum - Indonesia
- Cigading International Bulk Terminal - Indonesia
- Bhatia International Limited - India
- Petrochimia International Co. Ltd.- Taiwan
- Altura Mining Limited, Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Indika Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Energy Link Ltd, New Zealand
- Kepco SPC Power Corporation, Philippines
- Posco Energy - South Korea
- Tata Chemicals Ltd - India
- Mintek Dendrill Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Metalloyd Limited - United Kingdom
- Krishnapatnam Port Company Ltd. - India
- Semirara Mining and Power Corporation, Philippines
- Vizag Seaport Private Limited - India
- Bukit Baiduri Energy - Indonesia
- Gujarat Sidhee Cement - India
- Cement Manufacturers Association - India
- Gujarat Electricity Regulatory Commission - India
- Bulk Trading Sa - Switzerland
- Antam Resourcindo - Indonesia
- Wilmar Investment Holdings
- Kalimantan Lumbung Energi - Indonesia
- Electricity Authority, New Zealand
- Therma Luzon, Inc, Philippines
- Maheswari Brothers Coal Limited - India
- Bahari Cakrawala Sebuku - Indonesia
- San Jose City I Power Corp, Philippines
- Price Waterhouse Coopers - Russia
- Mercuria Energy - Indonesia
- South Luzon Thermal Energy Corporation
- Indian Energy Exchange, India
- The State Trading Corporation of India Ltd
- Billiton Holdings Pty Ltd - Australia
- Mercator Lines Limited - India
- Latin American Coal - Colombia
- Malabar Cements Ltd - India
- Oldendorff Carriers - Singapore
- Kobexindo Tractors - Indoneisa
- Georgia Ports Authority, United States
- Agrawal Coal Company - India
- Toyota Tsusho Corporation, Japan
- Aditya Birla Group - India
- Goldman Sachs - Singapore
- Sree Jayajothi Cements Limited - India
- Sical Logistics Limited - India
- Indogreen Group - Indonesia
- Indo Tambangraya Megah - Indonesia
- SN Aboitiz Power Inc, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Kapuas Tunggal Persada - Indonesia
- Coal and Oil Company - UAE
- Australian Commodity Traders Exchange
- Interocean Group of Companies - India
- Chettinad Cement Corporation Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Iligan Light & Power Inc, Philippines
- Bangladesh Power Developement Board
- PTC India Limited - India
- Aboitiz Power Corporation - Philippines
- Orica Australia Pty. Ltd.
- Timah Investasi Mineral - Indoneisa
- Siam City Cement - Thailand
- Global Green Power PLC Corporation, Philippines
- Dalmia Cement Bharat India
- Kartika Selabumi Mining - Indonesia
- IHS Mccloskey Coal Group - USA
- Ministry of Transport, Egypt
- SMC Global Power, Philippines
- Barasentosa Lestari - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Economic Council, Georgia
- LBH Netherlands Bv - Netherlands
- Baramulti Group, Indonesia
- Karbindo Abesyapradhi - Indoneisa
- Singapore Mercantile Exchange
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