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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, 10 May 16
VOLATILITY? VARIATION NO ENIGMA TO SHIPPING..... - CLARKSONS
Along with cyclicality, the other characteristic of the shipping markets which receives frequent mention is volatility. This is so evident that the ...
Monday, 09 May 16
INDONESIAN CS COAL INDICES UP CONTINUES; POSITIVE DIRECTION
COALspot.com: Average 5000 GAR coal index of Indonesian origin up 0.10 percent week over week to averaging $38.82 per ton on this past Wednesday, a ...
Monday, 09 May 16
DRY BULK SHIPPING TO WITNESS STEADY PROGRESS MOVING FORWARD ON THE BACK OF GROWING TRADE VOLUMES - BIMCO
In its latest short-term analysis of the shipping markets, BIMCO reiterated its optimism on the prospects of the dry bulk market moving forward. Ac ...
Monday, 09 May 16
BALTIC DRY INDEX ENDS WEEK ON A NEGATIVE NOTE
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities decline this week.
The freight market was weak and a ...
Friday, 06 May 16
U.S. WEEKLY COAL PRODUCTION UP 9 PERCENT W/W; DOWN 35.3 PERCENT Y/Y - EIA
COALspot.com – U.S the world’s second largest coal producer has produced approximately totaled an estimated 11.3 million short to ...
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- Latin American Coal - Colombia
- Altura Mining Limited, Indonesia
- Madhucon Powers Ltd - India
- Energy Link Ltd, New Zealand
- TeaM Sual Corporation - Philippines
- Xindia Steels Limited - India
- Sakthi Sugars Limited - India
- Commonwealth Bank - Australia
- Maheswari Brothers Coal Limited - India
- Mintek Dendrill Indonesia
- Carbofer General Trading SA - India
- Mercator Lines Limited - India
- Price Waterhouse Coopers - Russia
- Independent Power Producers Association of India
- Essar Steel Hazira Ltd - India
- The University of Queensland
- Orica Australia Pty. Ltd.
- Formosa Plastics Group - Taiwan
- AsiaOL BioFuels Corp., Philippines
- Alfred C Toepfer International GmbH - Germany
- Ministry of Mines - Canada
- Electricity Authority, New Zealand
- Leighton Contractors Pty Ltd - Australia
- ASAPP Information Group - India
- Sinarmas Energy and Mining - Indonesia
- Marubeni Corporation - India
- Romanian Commodities Exchange
- Posco Energy - South Korea
- Indonesian Coal Mining Association
- Semirara Mining Corp, Philippines
- Standard Chartered Bank - UAE
- Bahari Cakrawala Sebuku - Indonesia
- The State Trading Corporation of India Ltd
- Ambuja Cements Ltd - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Coal and Oil Company - UAE
- Toyota Tsusho Corporation, Japan
- Meralco Power Generation, Philippines
- Miang Besar Coal Terminal - Indonesia
- GN Power Mariveles Coal Plant, Philippines
- TNB Fuel Sdn Bhd - Malaysia
- Sical Logistics Limited - India
- Borneo Indobara - Indonesia
- Savvy Resources Ltd - HongKong
- Directorate Of Revenue Intelligence - India
- PetroVietnam Power Coal Import and Supply Company
- PowerSource Philippines DevCo
- Tata Chemicals Ltd - India
- Wilmar Investment Holdings
- ICICI Bank Limited - India
- Intertek Mineral Services - Indonesia
- Parry Sugars Refinery, India
- Sree Jayajothi Cements Limited - India
- Karaikal Port Pvt Ltd - India
- Bhushan Steel Limited - India
- Trasteel International SA, Italy
- Chettinad Cement Corporation Ltd - India
- Kaltim Prima Coal - Indonesia
- Parliament of New Zealand
- Riau Bara Harum - Indonesia
- Offshore Bulk Terminal Pte Ltd, Singapore
- Central Electricity Authority - India
- Ind-Barath Power Infra Limited - India
- Manunggal Multi Energi - Indonesia
- Kumho Petrochemical, South Korea
- Krishnapatnam Port Company Ltd. - India
- Renaissance Capital - South Africa
- Rashtriya Ispat Nigam Limited - India
- Uttam Galva Steels Limited - India
- OPG Power Generation Pvt Ltd - India
- VISA Power Limited - India
- LBH Netherlands Bv - Netherlands
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Sojitz Corporation - Japan
- GAC Shipping (India) Pvt Ltd
- Kartika Selabumi Mining - Indonesia
- CIMB Investment Bank - Malaysia
- European Bulk Services B.V. - Netherlands
- Electricity Generating Authority of Thailand
- Georgia Ports Authority, United States
- Metalloyd Limited - United Kingdom
- Ministry of Finance - Indonesia
- Gujarat Electricity Regulatory Commission - India
- Rio Tinto Coal - Australia
- Jindal Steel & Power Ltd - India
- Indo Tambangraya Megah - Indonesia
- Indogreen Group - Indonesia
- Lanco Infratech Ltd - India
- Karbindo Abesyapradhi - Indoneisa
- McConnell Dowell - Australia
- Siam City Cement - Thailand
- Coalindo Energy - Indonesia
- Dalmia Cement Bharat India
- Aditya Birla Group - India
- Global Business Power Corporation, Philippines
- Africa Commodities Group - South Africa
- Holcim Trading Pte Ltd - Singapore
- Goldman Sachs - Singapore
- SN Aboitiz Power Inc, Philippines
- Heidelberg Cement - Germany
- Bayan Resources Tbk. - Indonesia
- Grasim Industreis Ltd - India
- Power Finance Corporation Ltd., India
- Mjunction Services Limited - India
- Barasentosa Lestari - Indonesia
- Sindya Power Generating Company Private Ltd
- Sarangani Energy Corporation, Philippines
- Attock Cement Pakistan Limited
- Antam Resourcindo - Indonesia
- Medco Energi Mining Internasional
- Gujarat Sidhee Cement - India
- Larsen & Toubro Limited - India
- Vizag Seaport Private Limited - India
- Indian Energy Exchange, India
- Iligan Light & Power Inc, Philippines
- Economic Council, Georgia
- New Zealand Coal & Carbon
- Bhoruka Overseas - Indonesia
- Australian Coal Association
- Maharashtra Electricity Regulatory Commission - India
- Globalindo Alam Lestari - Indonesia
- India Bulls Power Limited - India
- Siam City Cement PLC, Thailand
- Orica Mining Services - Indonesia
- London Commodity Brokers - England
- Kobexindo Tractors - Indoneisa
- Directorate General of MIneral and Coal - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- MS Steel International - UAE
- Semirara Mining and Power Corporation, Philippines
- Bukit Baiduri Energy - Indonesia
- Baramulti Group, Indonesia
- Aboitiz Power Corporation - Philippines
- Thai Mozambique Logistica
- Kapuas Tunggal Persada - Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Makarim & Taira - Indonesia
- Indika Energy - Indonesia
- IHS Mccloskey Coal Group - USA
- Cigading International Bulk Terminal - Indonesia
- Coastal Gujarat Power Limited - India
- SMC Global Power, Philippines
- International Coal Ventures Pvt Ltd - India
- Chamber of Mines of South Africa
- Jaiprakash Power Ventures ltd
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Petrochimia International Co. Ltd.- Taiwan
- Star Paper Mills Limited - India
- Thiess Contractors Indonesia
- Energy Development Corp, Philippines
- Bukit Asam (Persero) Tbk - Indonesia
- GVK Power & Infra Limited - India
- Billiton Holdings Pty Ltd - Australia
- Simpson Spence & Young - Indonesia
- Videocon Industries ltd - India
- Kepco SPC Power Corporation, Philippines
- Tamil Nadu electricity Board
- Neyveli Lignite Corporation Ltd, - India
- Vedanta Resources Plc - India
- GMR Energy Limited - India
- Deloitte Consulting - India
- Salva Resources Pvt Ltd - India
- Ceylon Electricity Board - Sri Lanka
- Bukit Makmur.PT - Indonesia
- Bank of Tokyo Mitsubishi UFJ Ltd
- Straits Asia Resources Limited - Singapore
- Port Waratah Coal Services - Australia
- Indian Oil Corporation Limited
- Kohat Cement Company Ltd. - Pakistan
- Mercuria Energy - Indonesia
- CNBM International Corporation - China
- Timah Investasi Mineral - Indoneisa
- Bhatia International Limited - India
- Oldendorff Carriers - Singapore
- Singapore Mercantile Exchange
- Asmin Koalindo Tuhup - Indonesia
- Pendopo Energi Batubara - Indonesia
- White Energy Company Limited
- South Luzon Thermal Energy Corporation
- Wood Mackenzie - Singapore
- Planning Commission, India
- Minerals Council of Australia
- Petron Corporation, Philippines
- Bangladesh Power Developement Board
- Bharathi Cement Corporation - India
- Meenaskhi Energy Private Limited - India
- Global Green Power PLC Corporation, Philippines
- Global Coal Blending Company Limited - Australia
- Interocean Group of Companies - India
- Malabar Cements Ltd - India
- SMG Consultants - Indonesia
- Kalimantan Lumbung Energi - Indonesia
- Agrawal Coal Company - India
- The Treasury - Australian Government
- Vijayanagar Sugar Pvt Ltd - India
- San Jose City I Power Corp, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Australian Commodity Traders Exchange
- PTC India Limited - India
- Merrill Lynch Commodities Europe
- Central Java Power - Indonesia
- Kideco Jaya Agung - Indonesia
- Therma Luzon, Inc, Philippines
- IEA Clean Coal Centre - UK
- Ministry of Transport, Egypt
- Bulk Trading Sa - Switzerland
- Eastern Coal Council - USA
- Gujarat Mineral Development Corp Ltd - India
- Eastern Energy - Thailand
- Anglo American - United Kingdom
- Binh Thuan Hamico - Vietnam
- Banpu Public Company Limited - Thailand
- Cement Manufacturers Association - India
- Edison Trading Spa - Italy
- PNOC Exploration Corporation - Philippines
- Samtan Co., Ltd - South Korea
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