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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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Friday, 13 May 16
COAL CARGOES - SOME RECENT DEVELOPMENTS: SWEDISH CLUB
KNOWLEDGE TO ELEVATE
Indonesia continues to be amongst the world’s major exporters of coal, some 426Mt being traded in 2013 mostly to In ...
Friday, 13 May 16
US WEEKLY COAL PRODUCTION IS RUNNING 33% BELOW THE SAME PERIOD IN 2015 - EIA
COALspot.com – U.S the world’s second largest coal producer has produced approximately totaled an estimated 10.9 million short tons (mm ...
Friday, 13 May 16
DRY BULK SHIPPING MARKET RECOVERY WILL BE A LONG, HARD-FOUGHT BATTLE - HELLENIC SHIPPING NEWS
Anyone who expects a strong rally in dry bulk market rates to end the industry’s downturn will be bitterly disappointed. By contrast – ...
Wednesday, 11 May 16
U.S. FORECAST COAL PRODUCTION IS EXPECTED TO DECLINED BY 150 MMST IN 2016; THE LARGEST DECLINE SINCE 1949 - EIA
COALspot.com: EIA estimates that U.S. coal production in April was 46 million short tons (MMst), a 6 MMst (12%) decrease from the previous month an ...
Wednesday, 11 May 16
MARKET INSIGHT - KATERINA RESTIS
On Saturday 7th May, Riyadh replaced the long-serving oil minister of more than two decades, Ali-Al-Naimi, as part of a major government overhaul, ...
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Showing 2436 to 2440 news of total 6871 |
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- Meenaskhi Energy Private Limited - India
- Eastern Coal Council - USA
- Siam City Cement PLC, Thailand
- Kideco Jaya Agung - Indonesia
- Intertek Mineral Services - Indonesia
- Bukit Baiduri Energy - Indonesia
- AsiaOL BioFuels Corp., Philippines
- Global Green Power PLC Corporation, Philippines
- Billiton Holdings Pty Ltd - Australia
- Mintek Dendrill Indonesia
- Bulk Trading Sa - Switzerland
- Edison Trading Spa - Italy
- Indian Oil Corporation Limited
- Bank of Tokyo Mitsubishi UFJ Ltd
- Thai Mozambique Logistica
- Banpu Public Company Limited - Thailand
- Indian Energy Exchange, India
- PTC India Limited - India
- Bhatia International Limited - India
- Africa Commodities Group - South Africa
- Orica Mining Services - Indonesia
- Gujarat Sidhee Cement - India
- IHS Mccloskey Coal Group - USA
- Mercuria Energy - Indonesia
- Formosa Plastics Group - Taiwan
- McConnell Dowell - Australia
- Miang Besar Coal Terminal - Indonesia
- Borneo Indobara - Indonesia
- Bangladesh Power Developement Board
- Minerals Council of Australia
- Power Finance Corporation Ltd., India
- Larsen & Toubro Limited - India
- London Commodity Brokers - England
- Carbofer General Trading SA - India
- Independent Power Producers Association of India
- Rashtriya Ispat Nigam Limited - India
- Australian Commodity Traders Exchange
- Lanco Infratech Ltd - India
- Bhushan Steel Limited - India
- Anglo American - United Kingdom
- Renaissance Capital - South Africa
- Semirara Mining Corp, Philippines
- Holcim Trading Pte Ltd - Singapore
- Chettinad Cement Corporation Ltd - India
- International Coal Ventures Pvt Ltd - India
- Petron Corporation, Philippines
- Coalindo Energy - Indonesia
- LBH Netherlands Bv - Netherlands
- CNBM International Corporation - China
- Thiess Contractors Indonesia
- Electricity Generating Authority of Thailand
- Coastal Gujarat Power Limited - India
- Rio Tinto Coal - Australia
- New Zealand Coal & Carbon
- Indogreen Group - Indonesia
- PowerSource Philippines DevCo
- Coal and Oil Company - UAE
- Timah Investasi Mineral - Indoneisa
- Standard Chartered Bank - UAE
- Posco Energy - South Korea
- GAC Shipping (India) Pvt Ltd
- Orica Australia Pty. Ltd.
- Parliament of New Zealand
- Jorong Barutama Greston.PT - Indonesia
- Madhucon Powers Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- Cement Manufacturers Association - India
- GVK Power & Infra Limited - India
- Straits Asia Resources Limited - Singapore
- Goldman Sachs - Singapore
- Attock Cement Pakistan Limited
- SN Aboitiz Power Inc, Philippines
- Sical Logistics Limited - India
- Bhoruka Overseas - Indonesia
- Grasim Industreis Ltd - India
- Trasteel International SA, Italy
- Cigading International Bulk Terminal - Indonesia
- Krishnapatnam Port Company Ltd. - India
- Merrill Lynch Commodities Europe
- Global Business Power Corporation, Philippines
- Heidelberg Cement - Germany
- Samtan Co., Ltd - South Korea
- Vijayanagar Sugar Pvt Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- PetroVietnam Power Coal Import and Supply Company
- Malabar Cements Ltd - India
- Altura Mining Limited, Indonesia
- OPG Power Generation Pvt Ltd - India
- Port Waratah Coal Services - Australia
- Ceylon Electricity Board - Sri Lanka
- Commonwealth Bank - Australia
- Savvy Resources Ltd - HongKong
- SMG Consultants - Indonesia
- ASAPP Information Group - India
- Metalloyd Limited - United Kingdom
- Manunggal Multi Energi - Indonesia
- Ambuja Cements Ltd - India
- Global Coal Blending Company Limited - Australia
- Kaltim Prima Coal - Indonesia
- Meralco Power Generation, Philippines
- Asmin Koalindo Tuhup - Indonesia
- Sree Jayajothi Cements Limited - India
- India Bulls Power Limited - India
- Mercator Lines Limited - India
- Eastern Energy - Thailand
- Price Waterhouse Coopers - Russia
- PNOC Exploration Corporation - Philippines
- Therma Luzon, Inc, Philippines
- Pendopo Energi Batubara - Indonesia
- Sakthi Sugars Limited - India
- Electricity Authority, New Zealand
- Oldendorff Carriers - Singapore
- Petrochimia International Co. Ltd.- Taiwan
- Deloitte Consulting - India
- Tata Chemicals Ltd - India
- Kepco SPC Power Corporation, Philippines
- Bukit Makmur.PT - Indonesia
- Directorate Of Revenue Intelligence - India
- The Treasury - Australian Government
- Makarim & Taira - Indonesia
- Jindal Steel & Power Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Dalmia Cement Bharat India
- Alfred C Toepfer International GmbH - Germany
- Videocon Industries ltd - India
- Agrawal Coal Company - India
- Directorate General of MIneral and Coal - Indonesia
- Aboitiz Power Corporation - Philippines
- Planning Commission, India
- Neyveli Lignite Corporation Ltd, - India
- Riau Bara Harum - Indonesia
- Leighton Contractors Pty Ltd - Australia
- San Jose City I Power Corp, Philippines
- Toyota Tsusho Corporation, Japan
- Kartika Selabumi Mining - Indonesia
- Latin American Coal - Colombia
- Sarangani Energy Corporation, Philippines
- Central Java Power - Indonesia
- Wilmar Investment Holdings
- Central Electricity Authority - India
- Australian Coal Association
- Gujarat Mineral Development Corp Ltd - India
- TNB Fuel Sdn Bhd - Malaysia
- Jaiprakash Power Ventures ltd
- Star Paper Mills Limited - India
- South Luzon Thermal Energy Corporation
- GN Power Mariveles Coal Plant, Philippines
- Barasentosa Lestari - Indonesia
- Sindya Power Generating Company Private Ltd
- Indo Tambangraya Megah - Indonesia
- European Bulk Services B.V. - Netherlands
- Karaikal Port Pvt Ltd - India
- Sinarmas Energy and Mining - Indonesia
- Simpson Spence & Young - Indonesia
- Medco Energi Mining Internasional
- Xindia Steels Limited - India
- Salva Resources Pvt Ltd - India
- Mjunction Services Limited - India
- Romanian Commodities Exchange
- VISA Power Limited - India
- Parry Sugars Refinery, India
- Bharathi Cement Corporation - India
- Bukit Asam (Persero) Tbk - Indonesia
- Marubeni Corporation - India
- Essar Steel Hazira Ltd - India
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Maheswari Brothers Coal Limited - India
- Gujarat Electricity Regulatory Commission - India
- Baramulti Group, Indonesia
- Georgia Ports Authority, United States
- Indonesian Coal Mining Association
- Energy Development Corp, Philippines
- Wood Mackenzie - Singapore
- Uttam Galva Steels Limited - India
- TeaM Sual Corporation - Philippines
- The University of Queensland
- Indika Energy - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Antam Resourcindo - Indonesia
- Chamber of Mines of South Africa
- Ministry of Finance - Indonesia
- Ministry of Transport, Egypt
- Offshore Bulk Terminal Pte Ltd, Singapore
- Vizag Seaport Private Limited - India
- MS Steel International - UAE
- SMC Global Power, Philippines
- Binh Thuan Hamico - Vietnam
- Bayan Resources Tbk. - Indonesia
- Economic Council, Georgia
- Sojitz Corporation - Japan
- Globalindo Alam Lestari - Indonesia
- Singapore Mercantile Exchange
- Energy Link Ltd, New Zealand
- CIMB Investment Bank - Malaysia
- Bahari Cakrawala Sebuku - Indonesia
- Siam City Cement - Thailand
- The State Trading Corporation of India Ltd
- GMR Energy Limited - India
- Semirara Mining and Power Corporation, Philippines
- Kobexindo Tractors - Indoneisa
- Kohat Cement Company Ltd. - Pakistan
- ICICI Bank Limited - India
- Kumho Petrochemical, South Korea
- Ind-Barath Power Infra Limited - India
- Iligan Light & Power Inc, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Aditya Birla Group - India
- Kapuas Tunggal Persada - Indonesia
- Maharashtra Electricity Regulatory Commission - India
- Vedanta Resources Plc - India
- Tamil Nadu electricity Board
- White Energy Company Limited
- Interocean Group of Companies - India
- IEA Clean Coal Centre - UK
- Kalimantan Lumbung Energi - Indonesia
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Ministry of Mines - Canada
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