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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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Wednesday, 30 March 16
MINISTRY OF ENERGY AND MINERAL RESOURCES OF INDONESIA TO REVISE METHODOLOGY TO DETERMINE THE SELLING PRICE OF COAL TO MINE-MOUTH POWER PLANTS
COALspot.com: Ministry of Energy and Mineral Resources (ESDM) of Indonesia to review to revise methodology to determine the selling price of co ...
Wednesday, 30 March 16
VALEMAXES: THE BIGGEST NIGHTMARE OF TODAY'S DRY BULK MARKET - INTERMODAL
At a time that Europe is still dealing with the aftermath of the terrorist attacks in Brussels our society is daily bombarded with news of terroris ...
Tuesday, 29 March 16
BULK CARRIER VENTILATION - CAPTAIN PAUL R. WALTON
KNOWLEDGE TO ELEVATE
Moisture damage is a source of many cargo claims. Claimants allege that it is brought about by the ship’s failure t ...
Monday, 28 March 16
INDONESIAN WEEKLY CS50 COAL INDEX CLOSED SLIGHTLY FIRM; CS 57 INDEX CLOSED WEAK
COALspot.com: Average 5000 GAR coal index of Indonesian origin rose 0.03 percent week over week to averaging $38.91 per ton on this past Thursday, ...
Monday, 28 March 16
THE SUPRAMAX INDEX WAS UP TWENTY-FOUR POINTS TO 473 POINTS
COALspot.com: The Baltic Exchange, tracking rates for ships carrying dry bulk commodities continued to rose this week.
The freight market was ...
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- Riau Bara Harum - Indonesia
- Australian Coal Association
- Cigading International Bulk Terminal - Indonesia
- Pendopo Energi Batubara - Indonesia
- Gujarat Electricity Regulatory Commission - India
- ASAPP Information Group - India
- Kobexindo Tractors - Indoneisa
- Georgia Ports Authority, United States
- Merrill Lynch Commodities Europe
- Bulk Trading Sa - Switzerland
- Gujarat Mineral Development Corp Ltd - India
- MS Steel International - UAE
- Interocean Group of Companies - India
- International Coal Ventures Pvt Ltd - India
- Renaissance Capital - South Africa
- CNBM International Corporation - China
- San Jose City I Power Corp, Philippines
- IEA Clean Coal Centre - UK
- Lanco Infratech Ltd - India
- Parry Sugars Refinery, India
- Uttam Galva Steels Limited - India
- Coal and Oil Company - UAE
- Romanian Commodities Exchange
- Bahari Cakrawala Sebuku - Indonesia
- Essar Steel Hazira Ltd - India
- Manunggal Multi Energi - Indonesia
- Eastern Energy - Thailand
- Dong Bac Coal Mineral Investment Coporation - Vietnam
- Savvy Resources Ltd - HongKong
- Indonesian Coal Mining Association
- Bukit Makmur.PT - Indonesia
- Asia Pacific Energy Resources Ventures Inc, Philippines
- GN Power Mariveles Coal Plant, Philippines
- Meenaskhi Energy Private Limited - India
- SMC Global Power, Philippines
- Pipit Mutiara Jaya. PT, Indonesia
- Truba Alam Manunggal Engineering.Tbk - Indonesia
- Mjunction Services Limited - India
- Chettinad Cement Corporation Ltd - India
- Metalloyd Limited - United Kingdom
- Ministry of Transport, Egypt
- Directorate Of Revenue Intelligence - India
- Thai Mozambique Logistica
- Sical Logistics Limited - India
- Jorong Barutama Greston.PT - Indonesia
- Jaiprakash Power Ventures ltd
- Indika Energy - Indonesia
- Antam Resourcindo - Indonesia
- Ceylon Electricity Board - Sri Lanka
- Jindal Steel & Power Ltd - India
- Bharathi Cement Corporation - India
- Therma Luzon, Inc, Philippines
- Global Green Power PLC Corporation, Philippines
- Offshore Bulk Terminal Pte Ltd, Singapore
- Semirara Mining and Power Corporation, Philippines
- Makarim & Taira - Indonesia
- Africa Commodities Group - South Africa
- Toyota Tsusho Corporation, Japan
- Sindya Power Generating Company Private Ltd
- India Bulls Power Limited - India
- PowerSource Philippines DevCo
- Global Coal Blending Company Limited - Australia
- Heidelberg Cement - Germany
- TeaM Sual Corporation - Philippines
- Bank of Tokyo Mitsubishi UFJ Ltd
- Bhatia International Limited - India
- Directorate General of MIneral and Coal - Indonesia
- IHS Mccloskey Coal Group - USA
- Billiton Holdings Pty Ltd - Australia
- Sarangani Energy Corporation, Philippines
- VISA Power Limited - India
- The Treasury - Australian Government
- Formosa Plastics Group - Taiwan
- Indo Tambangraya Megah - Indonesia
- Planning Commission, India
- AsiaOL BioFuels Corp., Philippines
- Sojitz Corporation - Japan
- PetroVietnam Power Coal Import and Supply Company
- Meralco Power Generation, Philippines
- Larsen & Toubro Limited - India
- Malabar Cements Ltd - India
- Port Waratah Coal Services - Australia
- Kalimantan Lumbung Energi - Indonesia
- Carbofer General Trading SA - India
- Vizag Seaport Private Limited - India
- Sree Jayajothi Cements Limited - India
- Videocon Industries ltd - India
- Binh Thuan Hamico - Vietnam
- Singapore Mercantile Exchange
- Thiess Contractors Indonesia
- Kaltim Prima Coal - Indonesia
- Bangladesh Power Developement Board
- Cement Manufacturers Association - India
- Oldendorff Carriers - Singapore
- Edison Trading Spa - Italy
- Semirara Mining Corp, Philippines
- PTC India Limited - India
- Anglo American - United Kingdom
- Simpson Spence & Young - Indonesia
- OPG Power Generation Pvt Ltd - India
- Goldman Sachs - Singapore
- Aditya Birla Group - India
- Kumho Petrochemical, South Korea
- Grasim Industreis Ltd - India
- Ministry of Mines - Canada
- Bhushan Steel Limited - India
- Tamil Nadu electricity Board
- Ministry of Finance - Indonesia
- Vijayanagar Sugar Pvt Ltd - India
- Kideco Jaya Agung - Indonesia
- Karaikal Port Pvt Ltd - India
- Neyveli Lignite Corporation Ltd, - India
- Indian Oil Corporation Limited
- Bukit Asam (Persero) Tbk - Indonesia
- Trasteel International SA, Italy
- Samtan Co., Ltd - South Korea
- Ambuja Cements Ltd - India
- CIMB Investment Bank - Malaysia
- The University of Queensland
- Leighton Contractors Pty Ltd - Australia
- Asmin Koalindo Tuhup - Indonesia
- Mintek Dendrill Indonesia
- Chamber of Mines of South Africa
- Marubeni Corporation - India
- Central Electricity Authority - India
- London Commodity Brokers - England
- Timah Investasi Mineral - Indoneisa
- Standard Chartered Bank - UAE
- Intertek Mineral Services - Indonesia
- White Energy Company Limited
- Central Java Power - Indonesia
- Maheswari Brothers Coal Limited - India
- Australian Commodity Traders Exchange
- ICICI Bank Limited - India
- Holcim Trading Pte Ltd - Singapore
- Economic Council, Georgia
- Latin American Coal - Colombia
- Minerals Council of Australia
- Electricity Authority, New Zealand
- SN Aboitiz Power Inc, Philippines
- Miang Besar Coal Terminal - Indonesia
- GMR Energy Limited - India
- Banpu Public Company Limited - Thailand
- Petron Corporation, Philippines
- Sinarmas Energy and Mining - Indonesia
- Xindia Steels Limited - India
- Attock Cement Pakistan Limited
- Karbindo Abesyapradhi - Indoneisa
- South Luzon Thermal Energy Corporation
- Orica Mining Services - Indonesia
- Straits Asia Resources Limited - Singapore
- Borneo Indobara - Indonesia
- McConnell Dowell - Australia
- TNB Fuel Sdn Bhd - Malaysia
- GAC Shipping (India) Pvt Ltd
- Energy Development Corp, Philippines
- Kohat Cement Company Ltd. - Pakistan
- Eastern Coal Council - USA
- Altura Mining Limited, Indonesia
- Price Waterhouse Coopers - Russia
- Mercator Lines Limited - India
- LBH Netherlands Bv - Netherlands
- SMG Consultants - Indonesia
- Gujarat Sidhee Cement - India
- Commonwealth Bank - Australia
- PNOC Exploration Corporation - Philippines
- Madhucon Powers Ltd - India
- Sakthi Sugars Limited - India
- New Zealand Coal & Carbon
- Indian Energy Exchange, India
- Rashtriya Ispat Nigam Limited - India
- Iligan Light & Power Inc, Philippines
- Kartika Selabumi Mining - Indonesia
- Independent Power Producers Association of India
- Indogreen Group - Indonesia
- Coalindo Energy - Indonesia
- Siam City Cement - Thailand
- Baramulti Group, Indonesia
- Siam City Cement PLC, Thailand
- Alfred C Toepfer International GmbH - Germany
- Ind-Barath Power Infra Limited - India
- Wilmar Investment Holdings
- Krishnapatnam Port Company Ltd. - India
- Global Business Power Corporation, Philippines
- Parliament of New Zealand
- Coastal Gujarat Power Limited - India
- Mercuria Energy - Indonesia
- Aboitiz Power Corporation - Philippines
- Rio Tinto Coal - Australia
- The State Trading Corporation of India Ltd
- European Bulk Services B.V. - Netherlands
- Agrawal Coal Company - India
- Posco Energy - South Korea
- Bhoruka Overseas - Indonesia
- Petrochimia International Co. Ltd.- Taiwan
- Power Finance Corporation Ltd., India
- Dalmia Cement Bharat India
- Kepco SPC Power Corporation, Philippines
- Star Paper Mills Limited - India
- Bayan Resources Tbk. - Indonesia
- GVK Power & Infra Limited - India
- Energy Link Ltd, New Zealand
- Bukit Baiduri Energy - Indonesia
- Deloitte Consulting - India
- Vedanta Resources Plc - India
- Electricity Generating Authority of Thailand
- Maharashtra Electricity Regulatory Commission - India
- Medco Energi Mining Internasional
- Tata Chemicals Ltd - India
- Kapuas Tunggal Persada - Indonesia
- Orica Australia Pty. Ltd.
- Barasentosa Lestari - Indonesia
- Dr Ramakrishna Prasad Power Pvt Ltd - India
- Filglen & Citicon Mining (HK) Ltd - Hong Kong
- Wood Mackenzie - Singapore
- Globalindo Alam Lestari - Indonesia
- Salva Resources Pvt Ltd - India
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