We welcome article submissions from experts in the areas of coal, mining,
shipping, etc.
To Submit your article please click here.
|
|
|
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.
If you believe an article violates your rights or the rights of others, please contact us.
|
|
Thursday, 28 April 16
PRICES OF POWER-STATION COAL IN INDONESIA IS INCREASING
COALspot.com: Inquiries for Indonesian 4200 - 4400 Kcal/kg GAR thermal coal cargoes from India suddenly increase recent days.
A Jakarta-based ...
Thursday, 28 April 16
KOMIPO TO IMPORT 710K MT OF BITUMINOUS COAL DURING JULY - SEPTEMBER 2016
COALspot.com: South Korea state-owned utility Korea Midland Power (KOMIPO) issued a new tender for 710,000 Metric Tons of Bituminous Coal for its B ...
Thursday, 28 April 16
CAPE: BIT MORE OPTIMISM IN THE MARKET; SUPRAMAX: FORWARD CURVE IS FALLING - FEARNLEYS
Cape
A bit of a slower week. Activity level has dropped, though the rates do still remain firm, says Fearnleys in its latest weekly report.
...
Wednesday, 27 April 16
THE OCEAN SHIPPING EXPERIENCED DRAMATIC VOLATILITY IN THE BEGINNING OF 2016 - PANOS TSILINGIRIS
Shipping’s new (ab)normal
The global economy and ocean shipping experienced dramatic volatility in the beginning of 2016 and as the glob ...
Wednesday, 27 April 16
INDONESIAN COAL MINER KIDECO REPORTED NET PROFIT OF US$138.1 MILLION IN 2015
COALspot.com: Kideco Jaya Agung, one of the Indonesia's leading coal miners has reported net profit of US$138.1 million on revenue of US$1.65 b ...
|
|
|
Showing 2456 to 2460 news of total 6871 |
|
 |
|
|
|
|
| |
|
 |
|
|
| |
|
- Siam City Cement - Thailand
- ASAPP Information Group - India
- New Zealand Coal & Carbon
- Sojitz Corporation - Japan
- Asmin Koalindo Tuhup - Indonesia
- Kepco SPC Power Corporation, Philippines
- TeaM Sual Corporation - Philippines
- PowerSource Philippines DevCo
- Makarim & Taira - Indonesia
- Global Business Power Corporation, Philippines
- Parliament of New Zealand
- Vedanta Resources Plc - India
- Bukit Makmur.PT - Indonesia
- Salva Resources Pvt Ltd - India
- PetroVietnam Power Coal Import and Supply Company
- Bank of Tokyo Mitsubishi UFJ Ltd
- Chettinad Cement Corporation Ltd - India
- London Commodity Brokers - England
- Latin American Coal - Colombia
- Bangladesh Power Developement Board
- Ceylon Electricity Board - Sri Lanka
- Holcim Trading Pte Ltd - Singapore
- India Bulls Power Limited - India
- Pendopo Energi Batubara - Indonesia
- Parry Sugars Refinery, India
- Gujarat Sidhee Cement - India
- Altura Mining Limited, Indonesia
- Banpu Public Company Limited - Thailand
- Indogreen Group - Indonesia
- Bhoruka Overseas - Indonesia
- Heidelberg Cement - Germany
- Australian Commodity Traders Exchange
- Bhatia International Limited - India
- Directorate General of MIneral and Coal - Indonesia
- Sindya Power Generating Company Private Ltd
- Billiton Holdings Pty Ltd - Australia
- Ministry of Finance - Indonesia
- ICICI Bank Limited - India
- Romanian Commodities Exchange
- Agrawal Coal Company - India
- Global Coal Blending Company Limited - Australia
- Chamber of Mines of South Africa
- Central Java Power - Indonesia
- Aboitiz Power Corporation - Philippines
- Merrill Lynch Commodities Europe
- Karaikal Port Pvt Ltd - India
- Krishnapatnam Port Company Ltd. - India
- Africa Commodities Group - South Africa
- Indo Tambangraya Megah - Indonesia
- Jorong Barutama Greston.PT - Indonesia
- Edison Trading Spa - Italy
- Rashtriya Ispat Nigam Limited - India
- Bhushan Steel Limited - India
- Karbindo Abesyapradhi - Indoneisa
- Leighton Contractors Pty Ltd - Australia
- McConnell Dowell - Australia
- Cigading International Bulk Terminal - Indonesia
- Kapuas Tunggal Persada - Indonesia
- Binh Thuan Hamico - Vietnam
- Borneo Indobara - Indonesia
- Aditya Birla Group - India
- Iligan Light & Power Inc, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Asia Pacific Energy Resources Ventures Inc, Philippines
- Ambuja Cements Ltd - India
- Electricity Authority, New Zealand
- AsiaOL BioFuels Corp., Philippines
- Wood Mackenzie - Singapore
- Maharashtra Electricity Regulatory Commission - India
- Kaltim Prima Coal - Indonesia
- Toyota Tsusho Corporation, Japan
- PTC India Limited - India
- International Coal Ventures Pvt Ltd - India
- Pipit Mutiara Jaya. PT, Indonesia
- SMC Global Power, Philippines
- Georgia Ports Authority, United States
- Ind-Barath Power Infra Limited - India
- Thai Mozambique Logistica
- Miang Besar Coal Terminal - Indonesia
- Samtan Co., Ltd - South Korea
- Alfred C Toepfer International GmbH - Germany
- Kideco Jaya Agung - Indonesia
- Medco Energi Mining Internasional
- Grasim Industreis Ltd - India
- Bulk Trading Sa - Switzerland
- Kohat Cement Company Ltd. - Pakistan
- Lanco Infratech Ltd - India
- Posco Energy - South Korea
- Essar Steel Hazira Ltd - India
- Goldman Sachs - Singapore
- Indian Oil Corporation Limited
- The Treasury - Australian Government
- Trasteel International SA, Italy
- Star Paper Mills Limited - India
- Intertek Mineral Services - Indonesia
- San Jose City I Power Corp, Philippines
- Independent Power Producers Association of India
- Kartika Selabumi Mining - Indonesia
- Malabar Cements Ltd - India
- Eastern Coal Council - USA
- Barasentosa Lestari - Indonesia
- Siam City Cement PLC, Thailand
- Directorate Of Revenue Intelligence - India
- Sakthi Sugars Limited - India
- TNB Fuel Sdn Bhd - Malaysia
- Vijayanagar Sugar Pvt Ltd - India
- Riau Bara Harum - Indonesia
- Bukit Asam (Persero) Tbk - Indonesia
- Semirara Mining Corp, Philippines
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Price Waterhouse Coopers - Russia
- Globalindo Alam Lestari - Indonesia
- Madhucon Powers Ltd - India
- Petrochimia International Co. Ltd.- Taiwan
- Jindal Steel & Power Ltd - India
- Sree Jayajothi Cements Limited - India
- Meralco Power Generation, Philippines
- Eastern Energy - Thailand
- Standard Chartered Bank - UAE
- IHS Mccloskey Coal Group - USA
- Bharathi Cement Corporation - India
- GMR Energy Limited - India
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Vizag Seaport Private Limited - India
- Kobexindo Tractors - Indoneisa
- SMG Consultants - Indonesia
- Commonwealth Bank - Australia
- Simpson Spence & Young - Indonesia
- Singapore Mercantile Exchange
- Straits Asia Resources Limited - Singapore
- Indian Energy Exchange, India
- Savvy Resources Ltd - HongKong
- Global Green Power PLC Corporation, Philippines
- Australian Coal Association
- Videocon Industries ltd - India
- GVK Power & Infra Limited - India
- Marubeni Corporation - India
- Mjunction Services Limited - India
- Sarangani Energy Corporation, Philippines
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- PNOC Exploration Corporation - Philippines
- CNBM International Corporation - China
- Meenaskhi Energy Private Limited - India
- Coastal Gujarat Power Limited - India
- Wilmar Investment Holdings
- LBH Netherlands Bv - Netherlands
- Cement Manufacturers Association - India
- Planning Commission, India
- Attock Cement Pakistan Limited
- Gujarat Mineral Development Corp Ltd - India
- VISA Power Limited - India
- Port Waratah Coal Services - Australia
- Orica Mining Services - Indonesia
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Formosa Plastics Group - Taiwan
- Dalmia Cement Bharat India
- Metalloyd Limited - United Kingdom
- Manunggal Multi Energi - Indonesia
- Oldendorff Carriers - Singapore
- Indonesian Coal Mining Association
- Bahari Cakrawala Sebuku - Indonesia
- Energy Development Corp, Philippines
- Sical Logistics Limited - India
- Electricity Generating Authority of Thailand
- Ministry of Transport, Egypt
- Gujarat Electricity Regulatory Commission - India
- Kalimantan Lumbung Energi - Indonesia
- European Bulk Services B.V. - Netherlands
- Indika Energy - Indonesia
- MS Steel International - UAE
- Semirara Mining and Power Corporation, Philippines
- Coal and Oil Company - UAE
- Neyveli Lignite Corporation Ltd, - India
- Coalindo Energy - Indonesia
- Mintek Dendrill Indonesia
- Renaissance Capital - South Africa
- The State Trading Corporation of India Ltd
- Anglo American - United Kingdom
- Timah Investasi Mineral - Indoneisa
- GN Power Mariveles Coal Plant, Philippines
- Petron Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- CIMB Investment Bank - Malaysia
- The University of Queensland
- OPG Power Generation Pvt Ltd - India
- Mercuria Energy - Indonesia
- Bayan Resources Tbk. - Indonesia
- Thiess Contractors Indonesia
- Kumho Petrochemical, South Korea
- Jaiprakash Power Ventures ltd
- IEA Clean Coal Centre - UK
- Antam Resourcindo - Indonesia
- Interocean Group of Companies - India
- GAC Shipping (India) Pvt Ltd
- Minerals Council of Australia
- Deloitte Consulting - India
- Rio Tinto Coal - Australia
- Uttam Galva Steels Limited - India
- Central Electricity Authority - India
- Energy Link Ltd, New Zealand
- Xindia Steels Limited - India
- South Luzon Thermal Energy Corporation
- Maheswari Brothers Coal Limited - India
- Power Finance Corporation Ltd., India
- Economic Council, Georgia
- Tamil Nadu electricity Board
- Tata Chemicals Ltd - India
- Baramulti Group, Indonesia
- Bukit Baiduri Energy - Indonesia
- Ministry of Mines - Canada
- Larsen & Toubro Limited - India
- SN Aboitiz Power Inc, Philippines
- Mercator Lines Limited - India
- Therma Luzon, Inc, Philippines
- White Energy Company Limited
- Carbofer General Trading SA - India
- Orica Australia Pty. Ltd.
|
| |
| |
|
